IAPP - Accounts Payable Technology

Course Description
The Accounts Payable Technology e-Learning course will focus on current and emerging technologies utilized to streamline and optimize the accounts payable process. Each e-Learning session is structured to provide question and answer opportunities as well as enabling each participant to challenge the current level of technology within their organization.

About Accounts Payable Technology
The main objective of the Accounts Payable Technology course is to present alternatives to handling paper and utilization of manual processes, including process efficiencies and cost reduction initiatives. The overall goal of the course includes technological solutions that will integrate your accounts payable process, goals, and objectives with other functions within the organization such as procurement, operations, and general accounting. In addition, disbursement strategies related to the management of working capital and timely recording of expenses, as well as obstacles to implementation will be discussed.

Recommended Attendees
This e-Learning course is designed for professionals who are motivated to utilize technological tools to streamline their purchase-to-pay process:
- Accounting Professionals
- Managers/Supervisors of Accounts Payable
- Managers/Supervisors of Purchasing

REGISTRATION CLOSED

Members: $495
Non-Members: $595
*Group members can register for just $445 when registering three or more members! Contact the education department at aptraining@theiapp.org to receive your discount.

Successful completion of this e-Seminar qualifies you to receive up to 10.5 CPE credits.

Course Schedule and Curriculum

Session One
August 10, 2010; 1:30pm - 3:00pm EST

Topic	Timing (minutes)
Introduction and Background E-Learning Process About IAPP About the Facilitator	10
Introduction to Accounts Payable Technology	10
Overview of Invoice Receipt Process Introduction Review Benchmarking Data	10
Overview of Workflow and Document Storage Introduction Review Benchmarking Data	10
Overview of Procurement Card Introduction Review Benchmarking Data	10
Overview of Travel and Entertainment Introduction Review Benchmarking Data	10
Overview of Disbursement Process Introduction Review Benchmarking Data	10
Overview of Indicators Related to Accounts Payable Technology Introduction Review Benchmarking Data	10
Q & A	10

Session Two
August 17, 2010; 1:30pm - 3:00pm EST

Topic	Timing (minutes)
Introduction to Invoice Receipt Process Review Methods of Receiving Invoices	5
Review Benchmarking Data for Invoice Receipt	15
Utilizing Technology to Streamline and Control Invoice Receipt Process EDI Electronic Invoicing Uploads E-Mail Fax	35
Other Best Practices for Technology Related to the Invoice Receipt Process	15
Key Performance Indicators Related to Invoice Receipt Process Technology	10
Q & A	10

Session Three
August 24, 2010; 1:30pm - 3:00pm EST

Topic	Timing (minutes)
Introduction to Workflow and Document Storage Review Options for Workflow and Document Storage	10
Review Benchmarking Data for Workflow and Document Storage	15
Utilizing Technology to Streamline and Control Workflow and Document Storage Centralized vs De-centralized Structure Current Business System Capabilities Invoice Volume Invoice Mix (PO vs Non-PO) Workflow Mechaism Currently Utilized Current Archive Process Management Support	30
Other Best Practices for Technology Related to the Invoice Workflow and Document Storage Process	15
Key Performance Indicators Related to Workflow and Document Storage Technology	10
Q & A	10

Session Four
September 7, 2010; 1:30pm - 3:00pm EST

Topic	Timing (minutes)
Introduction to Procurement Card Review Basic Criteria for Program	5
Review Benchmarking Data for Procurement Cards	15
Utilizing Technology to Streamline and Control Procurement Card Process Block Unauthorized Purchases (SIC Codes) Monitor Corporate Compliance & Audit Modify Spending Limits and Cancel Cards Reporting	35
Other Best Practices for Procurement Card Technology	15
Key Performance Indicators Related to Procurement Card Technology	10
Q & A	10

Session Five
September 14, 2010; 1:30pm - 3:00pm EST

Topic	Timing (minutes)
Introduction to Travel and Entertainment Expense Review Basic Criteria for Travel and Entertainment Expense	5
Review Benchmarking Data for Travel and Entertainment Expense	5
Utilizing Technology to Streamline and Control Travel and Entertainment Expense Electronic Submission of Expense Reports Business Rules to Monitor Compliance and Audit Points Reporting Other Best Practices for Travel and Entertainment Expense Key Performance Indicators for Travel and Entertainment Expense	20
Introduction to the Disburesements Process Review Basic Criteria for the Disbursements Process	5
Utilizing Techology to Streamline and Control the Disbursements Process Checks Electronic Funds Transfers (EFT)/Automated Clearning House (ACH) Wire Payments Positive Pay	25
Other Best Practices for the Disbursements Process	10
Key Performance Indicators Related to the Disbursements Process	10
Q & A	10

Session Six
September 21, 2010; 1:30pm - 3:00pm EST

Topic	Timing (minutes)
Introduction to Other Accounts Payable Processes that Utilize Technology Review of Several Methods and Benchmark Results	10
Discuss Supply Chain Management Finance Benefit to Supplier Benefit to Organization Review Key Performance Indicators	10
Discuss Audit Services/Solutions Benefit to Organization Review Key Performance Indicators	10
Discuss Discount Optimization Benefit to Organization Review Key Performance Indicators	10
Discuss Portal for Customer Service and Inquiry Benefit to Supplier Benefit to Organization Review Key Performance Indicators	10
Discuss Evaluated Receipt Settlement Benefit to Supplier Benefit to Organization Review Key Performance Indicators	10
Discuss Dynamic Discounting Benefit to Supplier Benefit to Organization Review Key Performance Indicators	10
How These Uses of Technology Improve Financial and Regulatory Compliance	10
Q & A	10

Presented By...
Craig Simpkins, CAPP, our presenter has been an Accounts Payable Manager for several years, in addition to experience in accounting and finance managment. Simpkins holds a BS is Accounting and Finance, and a MBA in Entrepreneurship, and is both a Certified Fellow (CFPIM) with APICS and is a Certified Supply Chain Professional (CSCP). Currently Craig is the Manager of Disbursements and Licensing for Johnson Controls in Milwaukee and a member of the IAPP's Ask the AP Experts team.

Simpkins has taught CPIM and CSCP review courses and has written several internet based CPIM review courses for APICS and Accenture Software. Additionally, he has presented several times on the topic of Lean Accounting and has several years of experience with new system and technology implementations.

Do you have a question regarding this e-seminar? We have your answer at aptraining@iappnet.org.