October 20-22, 2010 Advocate Networks Tab  CPE Credits*
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Kiawah Header     
DATE:          Wednesday, October 20 - Friday, October 2,2010
LOCATION:  Kiawah Island Resort - Charleston, SC
                    (Host of the 2012 PGA Championships!)

SPEAKERS:  Synovus Financial    Advocate Networks
                     The Hackett Group   Johnson Controls
                     Kinder Morgan         Saint-Gobain Containers
                     AvisBudget Group    FedEx Ground
                     ConAgra Foods        Comdata
                     Convey Compliance Systems
  Comdata - White    Hackett Logo                
  • Effective 1099 Compliance Solutions - Rules & Laws
  • Telecommunications Expense Management - Dealing with The Volume and The Details
  • Electronic Invoicing Success Stories
  • Navigating Change Management
  • Implementing a World Class Fraud Analysis Process
  • Turn Your AP Department into a Revenue Generating Area
  • Utilizing 3rd Party Service Providers - Outsourcing
  • Driving Trade Working Capital Improvements
  • Implementing Your Own Recovery Program
  • Optimizing the Supplier Payment Strategy
  • Reduce Duplicate Payments & Fraud and Ease OFAC Compliance Through Better Vendor Management
  • 3 Night Kiawah Island Resort Accommodations
  • Tuesday Night Welcome Reception at The Sanctuary Hotel   (a AAA Five Diamond & Mobil Five Star Property)
  • Lowcountry Boil &Oyster Roast at Mingo Point
  • Southern Style Dinner at The Ocean Course Clubhouse (pictured above)
  • 3 Breakfasts & 2 Lunches
  • On-Island Transportation
This CPE* Conference is ideally suited for finance, business, and IS/IT and purchasing executives responsible for corporate profitability and performance. 

NETWORK: Opportunities to collaborate with some of America's most successful and respected business leaders and discuss topics that matter one-on-one.  
LEARN: Identify real management planning, design, execution, and trade management strategies, and find out what it takes to turn these into the competitive edge that World-Class companies have!

BREAK OUT: Instead of traditional events restricted to specific functional silos, we have put together insightful topics that cut across organizational boundaries with actionable detail.

TAKE ACTION: Collect actionable recommendations from Best-in-Class companies, to immediately improve your company's competitive strategies and profits.


1099 Compliance - Are You Prepared?
Rules, Laws, Solutions Statistics

The 1099 reporting and withholding responsibilities for payments made by businesses have grown significantly in the past few months.  Tucked away in the Healthcare reform bill (The Patient Protection and Affordable Care Act signed into law on March 23rd) are new rules that require reporting of payments made to all corporations and on goods as well as services.  Prior to this legislation, business only had to report on "services" and corporations were exempt from receiving a Form 1099.


The net result of all these changes is a significantly more complex and burdensome tax reporting process for most businesses.  If you are like most organizations  and are wondering what these new regulations mean and how to address their compliance, you won't want to miss this session with Convey Compliance Systems - a solutions partner with APR .

Telecommunications Expense Management
Dealing with The Volume and The Details
This session will provide an overview on how to better manage your telecommunications expense from an invoicing, AP, GL and policy perspective.  The goal of the session will be to share ideas on how to lower you internal functional cost as well as lower your overall expense of your telecommunications environment.

Implementing Your Own Recovery Program
The steps taken in the development and implementation of a recovery program at FedEx Ground and how you can apply this process.

Electronic Invoicing Success Story
Accelerating the transition from paper to electronic invoicing has the potential to drive efficiencies and cost savings into several departments within your organization. To drive success with the initiative, it imperative to focus on all aspects of the project plan versus the system itself. This presentation will exhibit how collaboration will facilitate a successful implementation, including the realization of productivity and associated cost savings.

Utilizing Third-Party Service Providers (Outsourcing!)
Avis Budget Group utilizes many operational and financial third-party service providers to support our organization.  This presentation reviews the perils, pitfalls, triumphs, and relief associated with the dreaded "O" word- Outsourcing!  Whether your requirements are basic or complex, there are certain key considerations that should be part of your outsourcing decision, including:
  • Setting the scope and creating a business case
  • Due diligence and selecting a provider
  • Cost considerations
  • Governance plans
  • Process excellence initiatives
  • Risk mitigation and control/compliance review
  • Human resources
  • Defining success

Fraud Analysis Process Implementation
Collaborating within your organization and partnering with internal or external service providers to establish a sustainable way to analyze detect and act upon potential fraud in your Vendor data/Accounts Payable transactions.  Presentation will cover these topics along with a discussion of specific tests and real world implementation findings.

Navigating Change Management
Discuss Change Management, both as the initiator and the one impacted by the change. Learn how to "sell" the need for change, and manage the various personalities impacted.   In addition, the presentation will cover how to personally adapt when change is inevitable in an organization.

Effective Vendor Management Solutions Bring BIG Benefits
Learn effective ways to manage a vendor file that never stops changing.  Reduce Duplicate Payments & Fraud, maximize payment term and discount opportunities and ease OFAC compliance through better vendor management.

Working Capital
Optimizing Accounts Payable data for your internal business partners will provide actionable information to execute and deliver trade working capital improvements.   Presentation will cover activities and real world examples of how shared services can support and help drive this business imperative.

Creating Value from Accounts Payable
  • Transform your payables organization into a revenue generating area
  • Reduce costs by eliminating paper checks, mailing and distribution, bank fees and more
  • Pay vendors with a detailed remittance advise
  • Mitigate fraud and streamline the reconciliation process
Optimizing the Supplier Payment Strategy:  Working Capital, On-time Pay, Discounts, Supply Risk

Based on The Hackett Group's recent Purchase-to-Pay Performance Study Top Performers have continued to set themselves apart from their peers.  End-to-end process cost of the median Top Performer for example is 45 percent less than that of the median peer.  The performance gap goes beyond efficiency, however, and Top Performers drive greater on-time payment rates and visibility to spend and also optimize their supplier payment strategy to a greater extent.  Balancing the objectives of a supplier payment strategy may seem straightforward at first but conflicting goals often results in miss-alignment.  Whether it's a good idea to take early payment discounts, push out terms, pay electronically, or offer supply chain financing often depends on perspective of the stakeholder as well as the profile of the supply base.  Getting everyone on the same page is a matter of leadership but ultimately success of a company's supplier payment strategy hinges on the segmentation of a company's supply base.  Too often organizations fail to recognize the importance of supplier segmentation and take a broadsword approach to developing and implementing their strategy resulting in disappointment and missed targets.

*Certificate of attendance will be provided to submit for CPE credits
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Located on a beautiful barrier island just a few miles from historic Charleston, South Carolina lies Kiawah Island Golf Resort.

Golf World Magazine voted Kiawah Island Golf Resort "#1 Resort in the U.S."
Renowned for its natural beauty and abundant wildlife, Kiawah Island is home to a fascinating array of wild creatures with a diverse ecosystem. From kayaking, nature tours, bicycling or walking along Kiawah's 30 miles of paved leisure trails and 10 miles beach, there is something for everyone to enjoy.

Southern charm, hospitality and history imbue Charleston, one of the most well-preserved cities in the United States.

Visitors can't help but feel they have been magically transported to another era. Stroll down cobblestone streets past magnificent churches, grand mansions and beautiful gardens, all meticulously maintained.

History buffs will relish the old plantations and numerous historical museums dedicated to the Civil War and the Old South. Steeped in tradition, Charleston still manages a modern flare. Fine restaurants featuring gourmet Southern cuisine and fashionable boutiques line the streets of downtown. This effortless mix of past and present attracts visitors from around the world.

(Source: Trip Advisor)


Charleston International Airport
Charleston Executive Airport (Private Jets)