REVOLUTION 2015: AvidXchange Users Conference

What’s next for your AvidXchange user experience? Join Mike Bates, VP of Product Strategy and Offerings, as he shares the highlight reel of all the great things that the product team has been working on to deliver a revolutionized experience for you.

Sales tax is a critical source of revenue in 46 states (North Dakota, New Hampshire, Montana, Alaska, and Delaware don’t have sales tax). Other than property and income tax, sales tax is the largest source of state tax revenue, and one frequently leveraged to fill budget gaps. Calculating, collecting, and remitting sales tax is not only good business, it is a legal obligation placed on merchants by the states in which they conduct business. Doing it properly is not only an obligation, it’s the best defense against hungry state auditors. The tactics needed to survive sales tax in 2015 require preparing for the worst (audit) while achieving the best (streamlined sales tax processes).

This session will cover changes to sales tax changes in 2015, the cost of non-compliance and steps you can take to ensure your business is correctly calculating sales and use tax.

Ed Robinson transforms individuals into professionals, managers into leaders and leaders to Rainmakers.  A Certified Speaking Professional and former CPA, Ed is the author of four books and an expert in practice growth.  His energetic, engaging and entertaining style is only one reason why Ed’s strategies improve performance, helping individuals manage change and increase revenue regardless of economic times and challenges.

Whether the task is leadership, sales training or dealing with change -- and beginning with the particular challenges of an audience, Ed underscores the basics such as the attributes of professionalism, taking personal responsibility for one’s circumstances and for one’s career path and life.  Change management and business growth are key to each of Ed’s keynote presentations.  By not being a victim of life’s storms, and by reinvigorating passion in one’s purpose, Ed teaches individuals how to dance in the rain through all challenges.

Partner Connect featuring the ASC Council

We’re glad you’ve partnered with us and we’re excited to take you through an in-depth look at how AP and Payment Automation can benefit your customers—and give you an advantage over your competition. Join us and walk away with the knowledge and insight you need to refer the right prospects.

11:00am – What We’ve Learned About Success & Where We’re Headed

11:30am- Customer Insights

Brian Rosenberg has worked with the implementation and optimization of ERP software for over 20 years.

In 1999, after leading multiple ERP and Accounting software implementations, he founded RPI in order to provide cost efficient solutions that focused on addressing customer specific business needs. In 2014, Mr. Rosenberg left RPI to start a new firm, The Rosenberg Group.

His extensive work on needs analysis, business process redesign, workflow and custom application development, allows a unique perspective of how information technology can be leveraged to increase operational efficiency and deliver bottom line results. As an industry leader in Procure to Pay best practices, Mr. Rosenberg has served on executive steering committees for numerous ERP implementations and assisted many multi-billion dollar organizations in moving towards Shared Services environments.

This is a fun and dynamic hands on presentation where you will learn practical tips, techniques, and tools to quickly change your perspective and get back on track when overwhelm takes the wheel. You’ll walk away with:

·         Techniques you can use anytime anywhere to help you feel more in control and more peaceful in just 30 seconds.
 
·         Methods that you can teach to their staff and volunteers so they can regroup as a team, ready to move forward with positive motion.    

 ·         A link to a handout including several step by step “recipes” to help you quickly get back on track when life throw’s them a curve ball. 

A step by step plan for when things get tough and an emergency kit to help you quickly get back in the saddle again.

 Jennifer Martin is a Published Author, Motivational Speaker, and Business Consultant who specializes in Business Development and Work Life Balance. She is passionate about helping people learn how to run successful businesses without sacrificing their sanity or their lives.

As the Founder of Zest Business Consulting, More Money, More Client, More Life!, and Tapping Your Way to Wealth Programs, Jennifer offers Keynote Presentations, webinars, seminars and private coaching to clients across the USA.

 Following a successful career in Sales, Business Development, and Management, Jennifer left an 11 year position with Clear Channel Communications to start her own consulting business in 1999. Since that time she has owned 5 businesses, worked for EMyth as a Business Coach, and through her own ventures, coached 100’s of business owners, managers, and leaders on 7 continents.

1:30pm – 10 Biggest Mistakes Referral Partners Make and How to Avoid Them

Keynotes: Clark Khayat, EVP of Commercial Payments and Ken Gavrity, SVP of Commercial Product and Innovation, KeyBank

• How KeyBank Sees the Role of Banks Evolving
• Payment Execution vs. End-to-End Solution
• Driving Efficiency through Automation – Creating Value for Customers
• Regulatory/Compliance Factors Motivating Change

This session will focus on the pressures of AP Operations in addition to: 

·       Performance Benchmarks – How are you performing against the market?  

·       How can you transform your AP business today?

·       The impact of technology 

·       Best Practices Recommendations

Join us for this hands-on session where you’ll receive a personalized workshop to improve your portal. We’ll start out by walking you through what we do during our standard “tune-ups” and share some of the time savers that are available that you may not be using today. Then we’ll dive into your personalized one-on-one portal assessment with a member of the Professional Services Team.

Believe it or not, some of the biggest culprits of fraud are on your payroll. Chris Elmore and Rhonda Rogers will share their stories about employees that have upped their shoe game, outfitted their living rooms, and purchased purses to keep their spoils in—all on the company dime. Are you shaking your head in disbelief? We’re quite sure that the person that approved designer shoes is too. How does this happen? Because a lot of companies are behind the times in putting controls in place for monitoring and mitigating fraudulent activity. T&E is a huge area for fraudulent internal activity to lurk. However, not all the criminals are in the next cube over, Chris and Rhonda will also discuss how fraud continues to rise for checks and what companies are doing to make themselves less susceptible to fraud. Be sure to join these two AP gurus for all the best practices your company should implement to keep you from being the victim of check washing, bad shoe purchases, and more.    

The advances in AP automation continue unabated, but significant challenges remain for those AP groups seeking to reach new heights in the digital age. As more enterprises around the world continue to adopt and leverage ePayables, retaining order inside the business becomes much easier. Focusing solely inward, however, can trap any AP group on a performance plateau. The challenge then for all AP and finance leaders is to push higher; that push must incorporate a view of the stakeholders and suppliers working within and beyond the enterprise.

AvidXchange is pleased to welcome Andrew Bartolini, Chief Research Officer at Ardent Partners as he unveils, for the first time, the findings from his upcoming 2015 ePayables State of the Market report. Andrew will presents a comprehensive, industry-wide view into what is happening in the world of accounts payable by sharing the experience, performance, perspective, and intentions of global AP, finance, and P2P professionals. The presentation will includes benchmarks, analysis, and recommendations that business leaders can use to better understand the "state of AP" today, gain insight into best practices, benchmark their performance against the Best-in-Class, and ultimately improve their operations and performance.

Join us for this session to discover how you can facilitate 100% of your payments with Create-A-Check and AvidPay. We’re continuing to evolve our payment offerings to meet you where you are in your shift toward electronic payments, and we’ll show you how you can print checks onsite and take advantage of a variety of electronic methods through the AvidPay Network.  We’ll demo the fully integrated experience, so that you can see just how seamless the payment process is with your accounting system.