• Pre-Conference Workshop #PC1 - Adding Value to Your AP Department
• Pre-Conference Workshop #PC3 - Federal Information Reporting
• Pre-Conference Workshop #PC4 - Writers Workshop

Chris Doxey, CAPP - VP of Business Development

Business Strategy, Inc. - Business Services

Best Suited for Companies Processing fewer than 250,000 Invoices Annually

Presentation Style - Interactive Facilitated Discussion

Field of Study - Business Management & Organization

Intermediate # PC1 - New Session

This important preconference session will focus on foundational leadership skills such as change management, project management, time management, priority setting, business planning, and establishing business partnerships. After the "softer skills," the session will tackle the "harder skills" that truly add value to the accounts payable function. These skills include developing key metrics, identifying process improvements, and determining methods to impact working capital. The participants will obtain an important checklist to use within their teams as a practical tool for continuous improvement.

The Soft Skills

• Basic leadership skills
• Change management
• Project management 101
• Time management
• Establishing priorities
• Building a business plan
• Establishing and keeping a business partnership

The Hard Skills

• Key metrics
• How to identify process improvements
• Methods to impact working capital

Pulling it All Together

• Your AP value checklist

_____________________________________________________________________________________________________

_____________________________________________________________________________________________________

Sean Evans - Senior Tax Manager

DuCharme, McMillen and Associates, Inc. - Business Services

Presentation Style - Interactive Facilitated Discussion

Field of Study - Taxes

Intermediate # PC3 - Updated Session

This training will include not only the basic reporting requirements for Form 1099 but will also include advanced issues of federal information reporting. The materials will cover all changes for the 2009 reporting year. Topics may include the correct reporting of attorney payments and settlements, medical services, 409A deferred compensation reporting, and correct collection of data on a W-9 form, as well as federal requirements for reporting payments made through purchasing cards. The IRS TIN Matching Program will be reviewed, including step-by-step instructions on signing up. Discussion may include the following:

Basic Reporting Requirements of the IRS Regulations

• Who gets a Form 1099 and what types of payments are reportable?
• Which payees are exempt from Form 1099 reporting?
• When are corporations subject to reporting?

Collecting Data for Year-End Reporting

• How to identify valid taxpayer identification numbers: SSNs, EINs, and ITINs
• Form W-9: The requirements your documentation must meet
• How to use the IRS TIN Matching Program to verify name-TIN match of your payee before filing and avoid penalties.

IRS Regulations and requirements regarding:

• Payments to middlemen, agents, joint payees, escrow payments
• Payments made on behalf of another
• Settlements and judgments, including claimant's attorney fees
• Payments for legal services - attorney gross proceeds regulation
• 2009 changes under the p-card regulation
• Expansion of the requirement to report cancelled debt
• New section 409A reporting requirements affecting deferred compensation to non-employees

State Reporting Requirements

• Basic guidelines and overview of what various states require
• State requirements to report payments to contractors throughout the year
• State reporting

______________________________________________________________________________________________________

Sponsored by AP Matters and AR Matters

Laureen Crowley Algier, Editor in Chief, IAPP

Diane Sears, Senior Editor, IAPP

Best suited for individuals who want to improve and polish business writing skills for intranets, speeches, work reports, etc. Anyone who writes for IAPP publications, including AP Matters, AR Matters, books, and white papers, is strongly encouraged to attend.

Field of Study - Communications

Overview # PC4 - New Session

Which of the following statements are true?

• Quoting content from Wikipedia and other Web sites strengthens my business writing.
• Repurposing content I wrote for another company can save me time and work.
• Articles that appear on the Internet are public property.
• Footnotes that cite my sources protect me legally under copyright law.
• If I'm using only one paragraph from another source, I don't have to get permission from the writer.
• As long as I credit the original writer, I can republish as much of an article as I need to.
• My peers will respect me more if my writing sounds academic.
• I'm a great speller, so my work doesn't really need editing.

Not sure? This workshop is for you! Learn what goes into a well-written article as well as basics about plagiarism, copyright, and fair use.