SERF 2018 Agenda

Friday, April 20, 2018

8 to 8:30 a.m.
Registration and Networking Breakfast

8:30 to 8:50 a.m.
SERF 2018 Welcome and Introduction

8:55 to 9:45 a.m.
Educational Session – What is the Future of the U.S. Payment System?

Dan Gonzalez, VP, Industry Relations Executive, Federal Reserve

The United States stands on the verge of a transformation regarding how businesses and consumers make payments. Rapid technological innovation, demand for faster and smarter payments, and the impressive will of the industry have collided to create an unprecedented opportunity.

The Federal Reserve convened more than 300 payment system stakeholders for over two and a half years as part of the Federal Reserve’s Faster Payments Task Force to improve the U.S. payment system. The Faster Payments Task Force published The U.S. Path to Faster Payments in July 2017. Included are insights from 16 faster payments solution proposals, challenges and opportunities facing the payments industry, and 10 recommendations for charting the path to real-time, ubiquitous payments by 2020 in the United States. During this session, you will hear highlights from the Federal Reserve about the work that has been done, planned next steps, and how these work efforts may impact you.

9:50 to 10:40 a.m.
Educational Session – 2018 AFP Payments Fraud Survey Report

Magnus Carlsson, Manager, Treasury and Payments, Association for Financial Professionals

Payments fraud has, unfortunately, been increasing to unprecedented levels the past few years. In addition, the only certain thing with payments fraud seems to be the changing nature of it. 

This session will highlight the latest trends based on all new AFP Payments Fraud and Control Survey, and provide insights to what is happening in this field. Using both new and historic data, this presentation will show how payments fraud has evolved over time, especially exposing how Business Email Compromise Scams quickly became a dominant factor. We will also disclose how protective measures and tools are being leveraged.

10:40 to 11 a.m.
Morning Break

11 to 11:50 a.m.
Educational Session – Form 1099 Information Reporting Updates

Kelli Wooten, Executive Director, CTI Tax Solutions by IHS Markit

The IRS has been busy – there is a new Form W-9, the backup withholding rate has changed, and there are a number of key changes to Form 1099 reporting for which you should be planning. Come get all the latest updates!

11:50 a.m. to 12:50 p.m.
Networking Lunch

12:50 to 1:40 p.m. 
Educational Session – The Financial Impact of Your Payables Performance Gap

Eric Hayes, Vice President, Fiscal Technologies

The payables performance gap consists of the most critical finance KPIs, and measures the opportunity, in dollars, of moving from your current performance to quartile. On average, there is a $10-15 opportunity per invoice processed.

This session will walk you through how to measure your payables performance gap, as well as discuss specific strategies to improve the KPIs most critical to elevating the role of accounts payable in your organization.

1:45 to 2:35 p.m.
Educational Session – Future Proof Your Finance Career – It’s Changing Faster than You Think

Henry Ijams, VP of Product Management, AvidXchange

Are you curious what your role in finance will be in the next five years? What does the revolutionized Accounts Payable department look like and what are you doing to prepare?

In this session, learn from a finance futurist what steps you should consider for your department and your career to be ready for the changes that are coming. Learn how to use the Finance Performance Framework to future proof finance and purchasing operations for improved department and company performance. Also, learn how to plot your path to prioritized training and process.

2:35 to 2:55 p.m.
Afternoon Break

2:55 to 3:45 p.m.
Educational Session – Accounts Payable Recovery Audits: What’s New, What’s Being Recovered and Why, and What Steps You Can Take to Prevent Overpayments

Chip Reid, Regional Sales Executive, APEX Analytix

Based on insights and observations obtained from conducting approximately 200 accounts payable recovery audits annually, Mr. Reid will share an overview of the most common types of mistakes occurring in the P2P processes that are resulting in overpayments, and their root causes.

Mr. Reid will also share steps companies are taking to prevent overpayments from re-occurring, and/or mitigating this risk, along with insights on new trends and technologies, such as AI that are emerging in this accounts payable best practice area. 

3:50 to 4:40 p.m.
Educational Session – Succession Planning: Leveraging and Influencing Millennial and Other Generations for Leadership

Edward Robinson, CEO, Robinson Performance Group

How relevant is your leadership team for today, tomorrow, and years from now? Take on the challenge of the shift in human capital so that you are building for the future today. Make sure you are building a strong leadership culture that will create continuity in your organization. Create leaders that have influence throughout your organization. 

Has the perfect storm affected your leadership, business and the timing of your key leader’s retirement? Has this phenomenon disrupted the momentum of your growth and caused those whom you believed to be your next generations of leaders to hesitate to step up and altogether depart from that role?

In this program, you will learn the keys to build a solid leadership for tomorrow today:

  • Key skills for tomorrow’s leaders
  • What the generational talent pool looks for when engaging in leadership and what they avoid
  • How values impact those in leadership roles
  • Recognizing social shifts that make succession planning a current imperative
  • Understanding the competencies to build future leaders
  • What you should look for to identify new leaders
  • Questions to ask to make sure you can pass the reins

4:40 to 5 p.m.
Closing Remarks and Door Prizes

**Times subject to change.


Attendees MUST ensure they complete the sign in document upon arrival, and must fill out all evaluation forms relative to the sessions. Continuing education credits will not be issued unless attendance can be verified through this process.

Evaluation forms will be provided to attendees post event, via email. If you do not receive within one week of the event’s conclusion, email for a copy for completion.

Each attendee has the opportunity to earn up to 7.0 CPE credits.


CPE credits will be awarded on the basis of one credit per 50-minute hour. The delivery method for all sessions is group-live. There are no prerequisites or advance preparations required for the educational sessions facilitated at SERF 2018. Unless otherwise noted, educational sessions will qualify for 1.0 CPE credit.

The Institute of Financial Operations is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Complaint/resolution policy: The Institute will work to resolve complaints or answer questions regarding CPE credits in a professional and timely manner. Complaints should be addressed in writing and directed to the attention of the education department via one of the following methods:

·       Email to:

·       Fax to: (407) 378-2949

·       Mail to: The Institute of Financial Operations, 3319 Maguire Boulevard, Suite 125, Orlando, FL 32803

General questions may be directed to the education department at or by phone at (407) 351-3322.

*Subject to change