In 2008, Casher Associates and IOMA combined the RECAP and Advanced AP Institute conferences into a single event, allowing you to select from an expansive range of concurrent sessions and workshops
with greater opportunities to learn from sponsors and exhibitors—all while networking with your
peers and colleagues in AP.
with IOMA's Accounts Payable Training and Certification, designed for AP Managers (APM), AP Specialists (APS), and Departments (APD)
Accounts Payable Operations 2009: |
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| AP Training ($720 Non-Subscriber / $620 Subscriber*) |
| 7:30 to 8:30 AM | | Continental Breakfast |
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| 8:30 AM to 12:00 PM | | Includes Mid-Morning Break 10:15 to 10:30 AM
Pam Miller, APM, Accounts Payable Director
BMHC
Steve Iannarone, APM, Accounts Payable Manager
Tellabs Operations, Inc. |
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| 12:00 to 1:00 PM | | Lunch |
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| 1:00 to 2:30 PM | | Pam Miller, APM, Accounts Payable Director
BMHC
Steve Iannarone, APM, Accounts Payable Manager
Tellabs Operations, Inc. |
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| 2:30 to 2:45 PM | | Mid-Afternoon Break |
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| AP Certification APM and APS Exams (Optional, $220*): |
| 2:45 to 4:15 PM | | Eric Fink, Senior Product Manager
IOMA
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| *You must register for AP Training and AP Certification Exams separately from the main conference. |
Accounts Payable Operations 2009: |
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| Workshops |
| 7:30 to 8:30 AM | | Continental Breakfast |
|
| Morning Concurrent Sessions (choose one, $395 each*): |
| 9:00 AM to 12:00 PM | | Includes a Mid-Morning Break 10:15 to 10:30 AM
How to Clean Up Your Master File & Keep it Clean
Jon Casher, APM, President
Casher Associates, Inc.
2009 IRS Rules for Form 1099 – MISC Reportable Payments
Marianne Couch, JD, Principal
COKALA Tax Group
Understanding Automated Clearing House (ACH) Payments
Mary Kate Cole, AAP, Vice President
UMACHA |
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| 12:00 to 1:00 PM | | Networking Lunch for Workshop Attendees |
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| Afternoon Concurrent Sessions (choose one, $395 each*): |
| 1:00 to 4:00 PM | | Includes a Mid-Afternoon Break 2:30 to 2:45 PM
Maximize Your P-Card Usage While Maintaining Internal Controls
Ted Klein, APM, Chairman
Klein Consulting
2009 Form 1042-S and Tax Withholding on Non-U.S. Payees
Marianne Couch, JD, Principal
COKALA Tax Group
How Automated Workflow Fits Into AP Transformation
Sush Koka, Research Director
PayStream Advisors |
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| *You must register for pre-conference workshops separately from the main conference. |
Accounts Payable Operations 2009:
Main Conference |
Thursday March 12, 2009 |
| 8:00 to 9:00 AM | | Continental Breakfast, Exhibits |
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| 9:00 to 9:15AM | | (GS) Welcome and Opening Remarks
Jon Casher, APM, President
Casher Associates, Inc.
Randy Cochran, Vice President
IOMA |
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| 9:15 to 9:30 AM | | (GS) New Challenges for AP
Jon Casher, APM, President
Casher Associates, Inc. |
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| 9:30 to 9:45 AM | | (GS) Meet the Sponsors |
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| 9:45 to 10:30 AM | | Mid-Morning Break, Exhibits |
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| Concurrent Sessions: |
| 10:30 to 11:15 AM | | (OPS) Session Title TBD
(API) Automating Travel and Entertainment—New Trends and Best Practices
Ted Klein, APM, Chairman
Klein Consulting
(ASP) Session Title TBD
Mike Praeger, CEO and Co-Founder
AvidXchange |
|
| Concurrent Sessions: |
| 11:15 AM to 12:00 PM | | (OPS) Imaging & Workflow in AP
Jennifer Clayton, APM, Senior Manager
SYSCO Corporation
(API) What to Do When the IRS Contacts You
Jeri Langer, JD, LLM, Principal
COKALA Tax Group
(ASP) Session Title TBD |
|
| 12:00 to 1:00 PM | | Networking Luncheon |
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| Concurrent Sessions: |
| 1:00 to 1:45 PM | | (GS) Managing and Motivating Your AP Team in Challenging Times
Pam Miller, APM, Accounts Payable Director
BMHC |
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| 1:45 to 2:15 PM | | (GS) Meet the Exhibitors |
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| 2:15 to 2:45 PM | | Mid-Afternoon Break, Exhibits |
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| Concurrent Sessions: |
| 2:45 to 3:30 PM | | (OPS) Session Title TBD
Jenny Willis, APM, Accounts Payable Manager
Southern Company
(API) Session Title TBD
Donna McGuinness, Director
OB10, Inc.
(ASP) Session Title TBD |
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| 3:30 to 4:15 PM | | (OPS) Building the Business Case for Your Next Project
Steve Iannarone, APM, Accounts Payable Manager
Tellabs Operations, Inc.
(API) Five Secrets to Boost the Success of Your Automation Plan
Sush Koka, Research Director
PayStream Advisors
(ASP) Session Title TBD |
|
| 4:15 to 5:00 PM | | (OPS) Session Title TBD
(API) Process Improvement Tools to Implement Change
Penny Weller, PhD, CMA, Senior Director
The Hackett Group
(ASP) Session Title TBD |
|
| 6:00 to 8:00 PM | | Networking Cocktail Reception, Exhibits |
Friday March 13, 2009 |
| 8:00 to 9:00 AM | | Continental Breakfast, Exhibits |
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| 9:00 to 9:30AM | | (GS) Recent & Upcoming IOMA Research
Andy Dzamba, Editor
IOMA |
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| Concurrent Sessions: |
| 9:30 to 10:15 AM | | (OPS) Session Title TBD
(API) AP's Role in Contract Compliance
Jon Casher, APM, President
Casher Associates, Inc.
(ASP) Session Title TBD |
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| 10:15 to 10:45 AM | | Mid-Morning Break, Exhibits & Drawing |
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| Concurrent Sessions: |
| 10:45 to 11:30 AM | | (OPS) How AP and Purchasing Can Work Together, Successfully
Linda Haigh, APM, Director Accounts Payable
Yale University
(API) Escheatment Update for AP
Karen Anderson, Senior Compliance Advisor
Abandoned Property Services, LLC
(ASP) Session Title TBD |
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| Concurrent Sessions: |
| 11:30 AM to 12:15 PM | | (OPS) Session Title TBD
(API) How to Start and Maintain Your AP Certification
Eric Fink, Senior Project Manager
IOMA
(ASP) Session 8: Session Title TBD |
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| 12:15 to 1:15 PM | | Networking Luncheon |
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| 1:15 to 2:00 PM | | (GS) Town Hall Meeting
Andy Dzamba, Editor
IOMA |
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| 2:00 to 2:30 PM | | (GS) The Next Big Thing
Jon Casher, APM, President
Casher Associates, Inc. |
Accounts Payable