Institute of Finance and Management (IOFM)

Every year, attendees tell us how IOFM's Fall Conference & Expo transformed their careers. From preventing fraud and staying compliant with tax regulations to mastering AI and benefiting their teams, the value is undeniable. Join us in person this November to connect, learn, and explore the latest financial operations trends. Expect: ✅ In-person IOFM Certifications ✅ Pre-conference workshops to sharpen your skills ✅ Networking, prizes, and valuable resources from top solution providers Don’t miss out—REGISTER TODAY! https://buff.ly/3BtqCVG #IOFMFall #IOFMConference #AccountsPayable #AccountsReceivable #FinOps #Networking #Leadership

Trying to pinpoint the perfect AR automation provider can be overwhelming. Join this webinar to learn the 15 most important questions to ask providers — and what the ideal answers are. You’ll discover why it’s critical to find a solution that: 💡 Integrates seamlessly with your ERP & middleware environment 💡 Provides customer portal functionality today’s B2B buyers expect 💡 Delivers highly effective, AI-driven data capture & automation 💡 Offers the customization & flexibility your team needs Register now to find the right solution for your organization! https://buff.ly/3zB2cJk

The Fall 2024 editions of IOFM’s Master Guides to Form 1099 Compliance and Master Guide to Form 1042-S Tax Compliance have been released! This webinar will cover the changes that affect your 1099 and 1042-S information return filing to the IRS – and the resources the IOFM Master Guides provide to support tax reporting and withholding compliance in the payment situations you deal with throughout the year. Don’t miss out on this essential information - register now! https://buff.ly/3MWnfJ7

By automating routine tasks, AI can save you time and boost your efficiency - but that’s just the beginning. Join us to learn: 💲 What types of AI are most useful for addressing specific challenges in finance 💲 How generative AI differs from other approaches to automation 💲 How finance leaders can apply advances in AI to identify opportunities to improve cash flow management Register now! https://buff.ly/3XUYLqf

🎮✨ Thank you for an epic Finance & Accounting Appreciation Week! ✨🎮 A huge thank you to everyone who leveled up with us during Finance & Accounting Appreciation Week! 🙌 Your participation made this week truly special, and we hope you enjoyed celebrating with us. But the journey doesn’t end here! 🚀 Keep the momentum going and continue to level up in your career by joining us at IOFM’s Fall Conference & Expo. This is your chance to connect with industry leaders, sharpen your skills, and take your career to the next level! 💼🔥 Learn more and secure your spot today! 👉 https://buff.ly/3XZkcpP #FinanceAndAccountingWeek #IOFMAppreciationWeek #LevelUpInYourCareer #IOFMFall #ThankYou #CareerGrowth #FinancialPros

Today's final #IOFMLegend is Sandy, a dedicated Accounts Payable professional with over 20 years of experience. Known for staying at the forefront of AP and 1099 trends, Sandy consistently attends IOFM conferences, keeps up with the latest industry developments, and integrates best practices into her work. Her expertise and proactive approach have transformed AP operations, while her leadership and mentorship have made her an invaluable resource to both her organization and the broader AP community. We have had such a great time spotlighting these incredible AP and AR Legends within the IOFM Community! The nominations we received were truly next-level, and we’re grateful to everyone who took the time to share stories about their extraordinary colleagues. We are more confident than ever that the IOFM Community is full of legends! Read her full nomination below: “I am honored to nominate Sandy as an IOFM Accounts Payable Legend in 2024. Sandy is the epitome of excellence in the field of accounts payable, combining deep expertise, proactive learning, and leadership to make a lasting impact in her organization, on her network, and in the AP community. Sandy's initiative and dedication are evident in her decision to obtain multiple AP certifications, showcasing her commitment to continuous improvement. She has mastered both the AP and 1099 processes and her expertise in these areas is unmatched. Sandy's contributions extend far beyond just handling processes. She's taken the lead in implementing and documenting clear, effective policies to streamline AP operations. Her work not only improved efficiency but provided long-term guidance for future team members. In my role at a new organization, I've had to spend more time in AP than ever before. Sandy has been a constant source of support and guidance. She's become my go-to contact for anything related to AP or 1099 matters, regularly offering practical advice and solutions when I find myself in a jam. Her willingness to share her knowledge has been invaluable, and I often rely on her recommendations, especially when she points to IOFM as a trusted resource. Sandy's commitment to staying informed on the latest developments in AP is remarkable. She consistently attends IOFM conferences, reads the latest publications, and reviews new industry developments to ensure that she is always at the forefront of AP and 1099 trends. Her efforts ensure that our organizations benefit from the most up-to-date best practices. For these reasons and more, Sandy truly exemplifies what it means to be a legend in accounts payable. Her dedication to her craft, her willingness to help others, and her role as a resource to her entire network make her an ideal candidate for this prestigious recognition.” - Lindsey Parnell, Controller, Montage Health #FinanceAndAccountingWeek #IOFMAppreciationWeek #LevelUpInYourCareer #FinancialPros #AccountsPayable #AccountsReceivable

Join us for this insightful webinar to learn the best ways to mitigate your fraud risk using digital payments, the benefits those payments offer over traditional paper, and the impact on your customer’s payment experience. Key takeaways: ⚡ Understand the current risks and amount of mail fraud happening today ⚡ Learn how several digital payments solutions combine existing check rails with the security and speed of digital ⚡ Hear how a digital payment transition improves your overall customer experience ⚡ Build a strategy to inform and encourage your customers to migrate to digital payments Don’t miss out, register Now! https://buff.ly/3zFSWmW

🎮🏆 Final Boss Friday: Hero’s Quest—Your Last Chance to Level Up and Win Big! 🏆🎮 It’s the final day of Finance & Accounting Appreciation Week, and we’re going out strong with a Hero’s Quest! To commemorate the legendary week we've had, we are giving away two Conference Passes to IOFM Fall—one for AP and one for AR! 💼✨ Complete the challenge for your shot at winning the grand prize! 🏆 This is your chance to LEVEL UP your career and secure a spot at the premier financial operations event of the year. Ready to prove you're the an AP or AR Legend? ⚔️ Start your Hero’s Quest now! 👉 https://buff.ly/3ZDPdB2 #FinanceAndAccountingWeek #IOFMAppreciationWeek #LevelUpInYourCareer #FinalBossFriday #HerosQuest #ScavengerHunt #ConferencePass #FinancialPros

Today's #IOFMLegend is Mary Ann Walsh, Accounts Payable Manager at Northeastern University. With over 30 years of dedicated service, Mary Ann has been a cornerstone of the AP team. Her adaptability, strategic insight, and exceptional leadership have not only innovated payment processes but have also elevated the impact of Accounts Payable across the entire university. Make sure you're following IOFM on social media to see more stories like Mary Ann’s and participate in daily Appreciation Week activities! 🏆 Read her full nomination below: “Mary Ann has been a cornerstone of the Accounts Payable Team at Northeastern University for over 30 years. Throughout her tenure, she has navigated numerous changes and crises, including the challenges posed by the COVID-19 pandemic. Her adaptability is beyond question, but it's her leadership during the recent implementation of Jaggaer and Workday that truly stands out. In a period of significant technological advancement, with Workday bringing automation and AI into the forefront, Mary Ann stepped out of her comfort zone to lead the Payments workstream. Her ability to quickly grasp the implications of these new technologies and drive a strategic approach has been instrumental in enhancing the value Accounts Payable delivers to the University. Mary Ann has thoroughly debunked the old adage about not being able to learn new tricks. Her swift adoption of and advocacy for the new systems have made it easier for the project team to secure stakeholder buy-in. Mary Ann is a shining star in this project and a vital asset to Finance at Northeastern University.” - Nicholas Taylor, Head of P2P Enablement, Northeastern University. Know an AP or AR professional who deserves recognition?📣 Nominate your legend today using the form here: https://buff.ly/3zGnPYq #FinanceAndAccountingWeek #IOFMAppreciationWeek #LevelUpInYourCareer #FinancialPros #AccountsPayable #AccountsReceivable

🎮🕹️ Throwback Alert! Super Saver Pricing is Back for One Day Only! 🕹️🎮 As part of Finance & Accounting Appreciation Week, we’re throwing it back to Super Saver pricing for IOFM's Fall Conference & Expo—but only for ONE day! 🚀 This is your chance to level up your career with exclusive training, networking, and insights at the best rate we offer. 💼💡 👉 Claim your Super Saver pricing today and secure your spot! https://buff.ly/4gBZ0h3 #FinanceAndAccountingWeek #IOFMAppreciationWeek #LevelUpInYourCareer #FallConferenceAndExpo #ThrowbackThursday #SuperSaverPricing