Read Amy’s
Bio
Ms. Fong is a Senior Advisor for The Hackett Group’s Procurement Executive Advisory program and Program Leader for the Purchase to Pay Advisory Program. She has 20 years of experience in both industry and consulting with a focus on procurement, supply chain and organizational effectiveness. Amy helps business leaders to improve source to pay processes, manage complex supply chain partnerships, and mature their organization’s service delivery model. She performs extensive primary research on the source to pay and operations space and has authored numerous publications. Ms. Fong holds an MBA from Vanderbilt University and a BS from Syracuse University.
Read Becky’s
Bio
Becky Morgan has worked at Graphic Packaging International (GPI) for 5 years in the Accounts Payable Dept. With a strong job history in Accounts Payable as well as Customer Service, Becky has been a driving force in the Taulia Implementation and lead over the eInvoicing Solution through Inbox by Taulia.
Read Ben’s
Bio
Ben Shaffer focuses on three distinct processing units, each processing group focuses on a specific piece of PG&E's AP puzzle. The first handles all invoice processing. The second oversees support functions, including technology support and credit card administration. And the third handles vendor master file maintenance, Sarbanes-Oxley reporting, and records management. These three units report to Director of Payment Services, Ben Shaffer.
Ben Shaffer's philosophy is not to automate or optimize the paper, but to completely eliminate it. Under his management PG&E has become the best utility company in the country. While most businesses have not even implemented electronic invoicing, PG&E is at 90 percent. Ben also understands the value of investing in PG&E's supply chain to pay suppliers early and capture discounts, capturing over $150 million in discounts over the past few years.
Read Bertram’s
Bio
Bertram is the President and co-founder of Taulia. Having served as CEO from 2009 to 2015, Bertram has helped transform Taulia into an industry leader, serving customers in over 99 countries and enabling some of the most innovative brands in the world to truly partner with their suppliers, including Coca-Cola Bottling, Pfizer, Hallmark, Grainger, TELUS, John Deere and other Fortune 500 companies across all industries. Prior to joining Taulia, Bertram held positions as Director of Railteam, Europe's high-speed rail alliance and Managing Director at RailLink, Railteam's IT subsidiary. Bertram also acted as Chief Sales and Marketing Officer at Ebydos, the SAP solution provider widely known for its Invoice Cockpit solution that was sold to ReadSoft in 2006. Earlier, Bertram worked for 5 years as Top Management Consultant for the Boston Consulting Group with a focus on IT and Financial Services. Bertram holds an MBA from INSEAD.
Read Carl’s
Bio
Carl is the Sr. Director for global Indirect Procurement, Travel, and Meetings and is the Global Process Owner for P2P (Purchase to Pay) at Hitachi Data Systems (HDS) in Santa Clara, CA. Prior to Hitachi, Carl was Director of Procurement, Travel, and Insurance at Logitech. He also worked for Harmonic, Novell, and Lockheed.
Read Cedric’s
Bio
As Chief Executive Officer, Cedric drives worldwide growth, increasing market penetration and identifying new business opportunities. Since joining Taulia in 2013, Cedric, who previously served as the company's Chief Sales Officer, has helped Taulia triple its revenue for two consecutive years, built strategic international partnerships, and helped guide the company to a 100 percent customer retention rate. Before Taulia, Cedric served as Global Head of Sales, Marketing, and Business Development at Syncada from Visa. Cedric has over two decades of experience in financial services and software industries, including positions at Visa and Hewlett-Packard.
Read Chris’s
Bio
Chris James is the Associate Administrator of the Office of Field Operations and the Office of Intergovernmental Affairs at the U.S. Small Business Administration in Washington, D.C., where he has served since July 2011. As leader of these two offices, Mr. James is responsible for providing senior leadership to almost 50 percent of the SBA’s budgeted workforce including insuring the implementation of its overall goals, programs, and operations. Mr. James is responsible for management and oversight of over 90 offices covering all 50 states, Puerto Rico, the U.S. Virgin Islands, Guam, and all U.S. Territories. He is also responsible for strengthening relationships between federal, state, local, and tribal partners.
As part of Mr. James’ work, he leads numerous initiatives and programs at the SBA. These initiatives include serving as the agency’s lead on Startup in a Day, which encourages cities to develop centralized, streamlined platforms containing all of the requirements entrepreneurs need to start a business. Mr. James also is the lead on SupplierPay, a White House-led partnership with the private sector designed to strengthen America’s small businesses. He further coordinates the American Supplier Initiative, an administration-wide effort to support American manufacturing. In addition to these roles, Mr. James has previously led the SBA’s Office of Native American Affairs, which promotes and enhances small business services and opportunities for Native Americans. He is active in the White House Council on Native American Affairs (including Co-Chairing the Economic Development Subgroup), the White House Rural Council, White House Community Solutions Task Force and the White House Interagency Group on Insular Affairs.
Mr. James has nearly 20 years of experience in the field of small business and economic development with particular experience working with underserved communities. Before joining the SBA, Mr. James was an associate program manager at the U.S. Department of the Treasury’s Community Development Financial Institutions Fund (CDFI Fund) in Washington. Prior to joining the CDFI Fund, he was associate director and senior loan officer for the Sequoyah Fund, Inc., a CDFI in Cherokee, N.C. Mr. James earned a bachelor’s degree in Communication Studies from the University of North Carolina at Wilmington, and a master’s degree in Entrepreneurship from Western Carolina University. He was previously an active member of the Certified Entrepreneurial Council, Blue Ridge Entrepreneurial Council, National Association of Developmental Organizations, and the North Carolina Incubator Association.
Mr. James is from Cherokee, North Carolina, where his family has owned small businesses for more than 50 years.
Read Eric’s
Bio
As Head of Global Sales at Taulia, Eric brings to the table his success in building high performance sales teams and his deep knowledge of payables and working capital markets. Eric has 20 years of sales experience and a strong track record of transforming and coaching teams to achieve their highest potential. Prior to joining Taulia, Eric worked with American Express as Vice President and General Manager, Large Market, Global Corporate Services, in providing operational and payment solutions to more than 500 companies that operate globally and deliver over $10B to the top line. Eric has a a B.A. from Towson University and an MBA from The University of Phoenix. He lives in Southern California with his wife and three children.
Read Guillermo’s
Bio
Guillermo Gualino is vice president and treasurer of Agilent Technologies. He is responsible for the company’s Treasury function, including capital markets, foreign exchange and liquidity management.
Gualino joined Agilent in 2011 as assistant treasurer, a position he held until being named treasurer in February 2014.
Before coming to Agilent, Gualino was assistant treasurer at Flextronics International, where he held various finance roles of increasing responsibility since 2004. Gualino’s previous experience includes work with Ernst & Young, PricewaterhouseCoopers and the Ventana Growth Fund, a California-based private equity firm. In October 2007, Treasury & Risk Management magazine named Gualino as one of the "Top 40 under 40" in finance
Gualino received an MBA from the University of California at Los Angeles and a B.S. in mechanical-electrical engineering from Universidad La Salle in Mexico City.
Read Holly’s
Bio
Holly Veasey has worked for Graphic Packaging International (GPI) since 2005 and held several positions within GPI’s Finance Organization. Since 2011 Holly has held the role of Accounts Payable and Accounts Receivable Manager. Holly graduated from the University of Maryland in 1998 and began her career with International Paper before joining Graphic Packaging.
Read Katy’s
Bio
Katy Sinclair is the product manager for the Taulia Business Exchange SAP Add-on. Her experience with Taulia began in the professional services implementation team several years ago. Prior to Taulia, Katy supported multiple ERP implementations, including the modernization to SAP at Lockheed Martin. Katy has managed the technical support of Lockheed’s production SAP AP automation solution representing an annual volume of over 2 million invoices. During that time, she presented on the value of that AP automation at SAP Financials.
Read LaQuinta’s
Bio
LaQuinta Gaston is an Accounts Receivable Supervisor for the EDI Department at Oil States Energy Services, LLC. Oil States Energy Services is one the world’s largest providers of rental equipment and services to the oil and gas industry both on and off shore. This Houston based company has offices across North America. LaQuinta is responsible for the coordination of all EDI transactions, provides support for all EDI related issues along with customer on boarding. She plays an important role in the implementation of new portals/sites, protocol s, and the training for all employees with in her company as it relates to EDI transactions. She also supports other members of various departments with the implementation of other B2b processes which allows for a more efficient, paperless process in doing business.
LaQuinta has been with Oil States since 2013 where she began as an Accounts Receivable Representative. With the increasing demand for E-Commerce, Oil States brought her on to the management team as she has an in depth knowledge of E-commerce solutions from various industries and management experience.
Most recently, LaQuinta oversaw the implementation and use of the Taulia portal with her company. She also played an integral role in the development, testing, and launch of a new ERP system within her organization.
Read Maex’s
Bio
Markus, or Maex as he is known, is Chief Product Officer at Taulia, where he is responsible for driving Taulia’s product and professional services strategy. Prior to co-founding Taulia, Maex was also a founding member of Ebydos, where he was instrumental in the conception and development of the Invoice Cockpit and Web Cycle solutions, which were eventually sold to ReadSoft in 2006. Maex joined ReadSoft as Chief Technology Officer and served on the board of ReadSoft US, as well as ReadSoft’s SAP Labs and helped grow revenue by more than 70% at ReadSoft US. Maex began his career working for SAP, developing and deploying payment and banking solutions in the SAP Financials area. Maex also served as an angel investor and advisor in BayBrain/Snappr, a mobile start-up. While Maex considers work his biggest hobby, he also enjoys being with his family, traveling, snowboarding and scuba diving. Follow Maex on Twitter @maex242.
Read Mary’s
Bio
Mary Wynne is the manager of Accounts Payable & SOX at Pepco Holdings, Inc. She is responsible for the daily operations of the Accounts Payable department, including all vendor payments, corporate credit card program, employee expense reimbursements, 1099/1042 tax reporting, and for the design and implementation of all key and non-key SOX controls for A/P. She is also a project manager specializing in business process reengineering and process automation projects, including expense report automation in SAP, multiple invoicing interfaces to SAP, and the Invoice Improvement Project (IIP) invoice automation project.
Read Magaly’s
Bio
Magaly has nearly 20 years experience in the payments business, working in cash management, transactional banking, trade finance, e-commerce, e-invoicing and working capital management. She joined Taulia in October 2015 as Global Compliance Director; prior to this, Magaly worked in senior product management roles at JPMorgan and in consulting at the UK Payments Council. As a cash management product manager at JPMorgan, she worked with several fortune 500 clients on innovative product solutions. She was a key member of Order-to-Pay and In-Country ACH Treasury Payment product organizations. She has a broad depth of experience in the trends and developments of the payments and e-invoicing industries across several markets and regions. She holds two MAs in Sociology & Economics from University of Louvain.
Read Michael’s
Bio
Michael is a 30-year veteran in live event, broadcast and corporate media production. As a producer/director he has been privileged to work with such clients as Nascar, Nissan USA, Verizon, Firehouse Subs, Chick-fil-A and a host of other Fortune 500 companies. Michael has also worked as a consultant for mega church ministries, advising them as they step out into broadcast, web and television production. In 2011 he started Commission Media, LLC to serve churches and businesses with a simple concept: weekly studio production with voice over and on-camera actors to produce the simple videos and media assets they know they need, and want produced professionally - on time and on budget. Along the way the company is picking up interest in the Learning Management Systems market as more and more companies need more and more media. Producing media for these clients needs a systematic approach and Michael's company does just that.
Read Randy’s
Bio
Randy is a Principal in KPMG’s Product Operations & Procurement Advisory practice with over 20 years of experience in sourcing & procurement functions such as strategic sourcing, global sourcing, spend analytics, supplier relationship management, procurement technology & operations, tail spend management, and organizational transformation. His experience with global companies in the Consumer Markets and Industrial Manufacturing sectors has provided a deep knowledge and understanding of procurement and supply management best practices within and across multiple industries.
Read Robbin’s
Bio
Robbin leads the North America Shared Services (NASS) teams which includes: Accounts Payable (AP), Vendor Master (VM), Payroll for ~10,000 employees, and General Ledger Accounting (GL). She leverages outsourcing operations in Hyderabad, India (Genpact) to support AP, VM, and GL operations.
Robbin was recently responsible for splitting the eBay NASS organization (parent company) and establishing the NASS PayPal organization (9 month effort) which culminated in July 2015.
Core Focus: great processes, excellent customer service, optimization
Read Samir’s
Bio
Mr. Khushalani is the Practice Leader for KPMG’s Americas Operations Advisory service line and is responsible for strategy setting, thought leadership, executive client management and engagement delivery aspects for this practice. He also serves on the Board for the Sourcing Interest Group (SIG).
Read Steve’s
Bio
Steve Richards brings over 10 years of experience in Finance & Shared Services for healthcare organizations to Cincinnati Children’s Hospital, where he has held roles since 2008, currently as Disbursements Director.
Read Steven’s
Bio
Steven is a Senior Practice Engagement Manager. He has multi- faceted executive experience and has handled all towers of Finance & Accounting. Functionally too he has managed Transition, Service Delivery, Process Reengineering, Implementation of Robotics, etc. He has worked across all industries with expertise in Energy, Telecommunication, Oil &Gas, Shipping, Manufacturing, and Life Science areas.
Steven also experienced as a Solution Architect and Account Executive and has developed solutions and managed accounts across end-to-end processes supporting continuous improvement and operations excellence.
Read Susan’s
Bio
Susan German is a business process specialist at We Energies, a Midwestern utility based out of Milwaukee, WI. Susan is responsible for process improvements, metrics tracking, and supports a variety of software solutions intrinsic to the Supply Chain.
Susan has been with We Energies since 1991, beginning as a project manager. Susan joined the Supply Chain in 1995 as a procurement manager and has worn many different hats, but has been instrumental in seeking out and implementing a paperless environment in Supply Chain. Susan was on the core team to implement Taulia in 2014.
Most recently, Susan oversaw the conversion of We Energies EDI suppliers to Taulia eFile, has rolled out new bidding technology to Supply Chain employees, and is working to expand usage of eSignatures throughout the company.
Read Tom’s
Bio
Tom Mathis is Chief Sourcing Officer of Milliken & Company, headquartered in Spartanburg, South Carolina. Mr. Mathis joined Milliken & Company in August of 2013 and has 25 years of operations and supply chain experience, with expertise in international procurement, lean manufacturing, materials management, logistics, e-procurement, and supplier financing.
Prior to Milliken, Mr. Mathis held senior leadership roles in Supply Chain and Sourcing for Danaher Corporation and GE. He is also a veteran of the U.S. Navy.
Read Vinay’s
Bio
Vinay is the Practice Head for F&A, the largest practice at Infosys BPO with over 7500 F&A professionals working across 17 centers globally.
He comes with 25 years of experience in the finance industry, with 17 years spent extensively in the practice of subjects such as Accounts, Audit, Taxation and Corporate Law. Vinay was a senior partner in a large chartered accountant firm based out of Bangalore.
Vinay is a Chartered Accountant who holds a Diploma in Information Systems Audit, and is a member of The Institute of Internal Auditors (Florida, USA).
Speaking
Cedric Bru, CEO, Taulia
Technology has emerged as the most powerful tool for creating vast improvements in the financial supply chain. To kick off Taulia Connect, Cedric will explore the art of connection and how technology has enabled people and businesses to become more connected globally. What is the future of the supply chain, and how are the world’s smartest companies connecting to become more efficient and profitable? Join Cedric for a journey through the evolution of connection, and gain an understanding of how businesses are using technology to connect with others, learn more about them, and generate more value from their organizations.
Speaker
Amy Fong, P2P Program Leader, The Hackett Group
Lowering operating costs while increasing value is a critical business objective seen across organizations of all industries. As companies around the world continue to search for ways to deliver cost savings while increasing productivity, they are also undergoing financial reconstructuring to improve efficiencies and extend the value they provide to their suppliers. Learn from Amy Fong, P2P Advisory Program Leader at The Hackett Group, how top performers have shifted their focus to effectiveness and value delivery by understanding how world-class P2P supports enterprise goals.
Speaking
Tom Mathis, Chief Sourcing Officer Milliken
Lowering operating costs while increasing performance is a critical business objective. Leveraging technology is one of the most cost-effective ways to improve efficiencies throughout the financial supply chain, creating new revenue streams, reducing costs and eliminating non-productive tasks of internal resources. Join Tom Mathis, Chief Sourcing Officer of Milliken, as he highlights the key drivers to supply chain efficiency and innovation. Tom will provide tips for eInvoicing success, the advantages of internal process alignment, and strategies for building a supply chain finance program that reaps the benefits of discount capture, DPO, simplicity and supplier satisfaction.
1:00pm-1:30pm
Speaking
Mary Wynne, Pepco Holdings Inc
Do your high volume, low dollar invoices cost more to process than the invoice amount? Do you have internal resources manually processing invoices? If so, then join this session to learn how Mary transformed PHI’s invoicing receipt and approval process to create a foundation for a successful working capital initiative, which enabled strategic improvements and savings of over $7 million since 2013.
1:30pm-2:00pm
Speaking
Steve Richards, Senior Director – Disbursements, Cincinnati Children's Hospital Medical Center & Scott Shepherd, Manager, Purchasing, Cincinnati Children's Hospital Medical Center
So you’ve finally chosen a vendor to partner with for your financial supply chain, now what? What do you need to do to ensure that you have a smooth and successful implementation? Join Steve and Scott from Cincinnati Children’s Hospital as they discuss their strategies for successfully getting their portal, eInvoicing and Dynamic Discounting solution up and running in just 15 weeks. They will cover the four key pillars to a speedy implementation including alignment, partnership, insight and focus, and highlight their recipe for success.
1:00pm-2:00pm
Speaking
Brian Murphy, Director, KPMG
Randy Watson, Principal, KPMG
Matt Wright, VP Partner Solution Consulting, Taulia
Introducing the next-generation financial supply chain program: one where business cases are built from insight into process optimization best practices and technology recommendations, where implementations are executed with the ease and efficiency of hundreds of years of experience combined, and where successes are owned and recognized across the entire organization. Join this session to learn how to maximize the full value of Taulia’s award-winning financial supply chain product suite through KPMG’s extensive experience in aligning key stakeholders, providing seamless implementation, on-boarding suppliers, and driving continuous engagement. In this unique session, examine a variety of real Taulia customer business cases and dissect what could have been done differently for them to have been achieved.
1:00pm-1:30pm
Speaking
Katy Sinclair, Senior Product Manager, Taulia
In this session, Katy will unveil Taulia’s new innovations in SAP connectivity. With Taulia Direct, SAP customers have unparalleled integration between their SAP instance and the cloud, enabling PODless communication between buyers and the Taulia Platform. If you are a current or prospective customer, join this session to learn the benefits and infrastructure of Taulia’s seamless integration, and understand the new system features for managing inbound and outbound communication with Taulia.
1:30pm-2:00pm
Speaking
Terri Shepherd, Director, Buyer Success, Taulia
Join this session to learn a variety of efficient, low cost tactics to inject Taulia into your business functions and see results like never before. Terri, Taulia’s expert Customer Success consultant, will share perspectives on what Taulia’s most successful customers have done to manage internal change management and advocacy of the Taulia Platform, and how their results have changed. Terri will suggest supplier engagement strategies at every stage of the P2P touchpoint, offering insights (and actual takeaways) that you can bring to your organization and implement immediately.
2:00pm-2:30pm
Speaking
Susan German, Supply Chain, WE Energies
What’s the value of a supplier platform if none of your suppliers actually use it? There really isn’t much, and that’s why it’s key to have a sound and strategic supplier communication and onboarding strategy to ensure maximum participation in your program. Join Sue, Supply Chain Business Analyst of We Energies, as she uncovers how the company was able to achieve 93% supplier adoption of invited suppliers by strategically positioning the platform to internal and external stakeholders. Further, Sue will explain the specific strategies WE Energies took to improve the results of their invoicing and discounting program, ultimately turning invoices into revenue opportunities and strengthening supplier relationships.
2:30pm-3:00pm
Speaking
Derrick Bean, Sr. Manager Accounting, Nissan
Join this session to learn how Nissan turned disruption into opportunity when their software solution, JPMorgan Xign, announced they were shutting their doors. Not only did Nissan seamlessly transition to a new platform, but they also took the change as an opportunity to strengthen their supplier relationships and improve their program results. Derrick will discuss the company's internal change management strategy which ensures all stakeholders are brought into the program, then he’ll jump into results and show how their continuous improvement mindset has positively impacted the bottomline.
2:00pm-3:00pm
Speaking
Steven Braud, Sr. Practice Engagement Manager - F&A, Infosys
Srinivas Ranganathan, Country Head – Canada, Infosys
Ramachandran G, Head F&A Key Solutions, Infosys
Join this session to better understand the Infosys ecosystem, and their approach for Finance organizations to create sustainable value. In an interactive session, including a thought leadership panel, the Infosys team will touch on many important issues plaguing finance professionals today. Learn about the role technology plays in transforming finance, the benefits of a transformed process, how companies navigate the change management of programs, what is at stake, and much more. Don’t miss this session if you want towalk away with a clear vision of how to take your finance processes to the next level.
2:00pm-2:30pm
Speaker
Adam Magalei, Product Manager, Taulia
By leveraging Announcements to communicate with suppliers enrolled on Taulia, you can help your suppliers better administer and broaden their usage of Taulia. Engaging suppliers will help them maintain clearer understandings of your company’s business practices and culture. Most importantly your communication with suppliers will strengthen their understanding of the benefits of taking part in your company’s eInvoicing and supply chain finance programs. Join this session to get a better understanding of the Taulia Announcements tool, and how you can leverage it to streamline supplier communication, enhance the platform experience for suppliers, and encourage positive supplier behavior.
2:30pm-3:00pm
Speaking
Lauren Modafferi, Account Director, Taulia
The key to a successful supply chain finance program is that your suppliers actually use it. However, oftentimes companies find themselves trapped in bad processes, unable to communicate the program benefits to suppliers at scale, and thus, unable to hit their goals and business objectives. In this session, Lauren will layout the process of developing a world class supplier outreach strategy, educating and exciting internal stakeholders, segmenting suppliers to create competitive and dynamic financing groups, and most importantly, selling the benefits of these changes to suppliers to ensure maximum program participation.
3:30pm-4:00pm
Speaking
Holly Veasey, Accounts Payable/Accounts Receivable Manager, Graphic Packaging International & Rebekah Morgan, Operations Support Coordinator, Graphic Packaging International
Excessive manual paper handling, no visibility into AP operations, no ability to track cash flow due, paper based invoicing process… Do any of these challenges sound familiar? If so, then join this presentation to learn how Graphic Packaging overcame all these challenges and more, by developing a world-class eInvoicing strategy. Holly and Becky will present their strategy for getting suppliers enrolled and active in the free portal, and discuss how supplier participation in electronic invoicing has drastically improved Graphic Packaging’s operations.
4:00pm-4:30pm
Speaking
Pat Lewellyn, Special Projects, Toyota
Increasingly, companies are recognizing the value of creating a procure-to-pay system that streamlines all purchasing and payment activities into one integrated, end-to-end process. With a focus on financial supply chain efficiency, Toyota was able to achieve huge improvements and save millions. Join Pat as she discusses Toyota's journey to achieving best-in-class status in the financial supply chain with 91% adoption of targeted suppliers, 88% eInvoicing adoption, and nearly $1.5M in discount capture per billion in spend. Pat will explain Toyota’s unique approach to vendor selection and implementation, and critique how these strategies impacted their overall project results.
3:30pm-4:30pm
Speaking
Bart Ras, Managing Director, Greensill Capital
The shifting economic climate and massive regulatory changes over the past 10 years have created a drought in finance for small and medium sized businesses. In this climate, expensive, alternative lending sources such as factoring and card programs have been unable to fill the void, leaving governments and technology providers searching for ways to ease the burden on small and medium sized businesses — the primary catalysts for job growth. In this session, Lex will dissect what smart companies are doing with their cash, based on a variety of economic variables including interest rates, market uncertainty and government early payment initiatives. He’ll explain how the benefits of this shift in thinking stretch far beyond simply creating new revenue streams.
3:30pm-4:30pm
Speaking
Kathleen Nugent, General Manager Supply Chain Finance Plus, Taulia & Rony Mukhopadhyay, Principal Product Manager, Taulia
Supply chain finance improves the working capital usage and cash flow of buyers and suppliers alike. The market for supply chain finance solutions has been growing at over 30% per year, and currently has over $46 billion in capital in use. To date, the offerings have largely been dominated by banks. In this session, you will learn how Taulia’s Supply Chain Finance Plus (SCF+) differs from traditional bank SCF programs. We will discuss recommendations to get buy-in from all stakeholders, and to realize increased benefits with SCF+ regardless of any supply chain finance solutions you may have in place already. We will also have a Q&A session with the full Taulia SCF+ Product team.
Speaking
Maex Ament, Chief Product Officer, Taulia
In this session, Taulia’s Co-Founder and Chief Strategy Officer, Maex, will discuss the next big step in Taulia’s product evolution. How is Taulia evolving to meet the varying market needs? From supply chain connectivity, to process optimization, to increased cash flow, it all comes down to one simple variable: supplier participation. Maex will discuss Taulia’s vision to enable suppliers to be paid when they want, on what they want, and how they want. He’ll invite special guests to the stage to help paint the picture for a brighter future of the financial supply chain.
Speaking
Daniel Pfeiffer, Senior Director of Buyer Success, Taulia
Bob Glotfelty, Senior Director of Supplier Success, Taulia
Taulia has transformed customer success. Join this session with Daniel, head of buyer success, and Bob, head of supplier success, to learn the challenges with traditional customer success models and how Taulia changed the game by building teams around both buyer and supplier success. Daniel and Bob will highlight Taulia’s strategy of giving both buyers and suppliers the ingredients they need to be successful through focused and dedicated teams, and real-life cases of how this has greatly improved global program effectiveness.
Speaking
Ben Shaffer, Director of Payment Services, Pacific, Gas & Electric
Guillermo Gualino, VP Treasurer, Agilent Technologies
Carl Harter, Senior Director of Global Procurement, Hitachi Data Systems
Robbin Zarbo, Director N. America Shared Services, PayPal
Every department wants to hit their maximum potential, from procurement to treasury, to accounts payable, to shared services. This isn’t a conversation around why; it’s a conversation around how. How do you design a financial supply chain program that benefits each department? How do you align goals across such seemingly separate strategies? As the Americas Practice Leader - Operations Advisory at KPMG, Samir will lead a discussion with senior executives from PayPal, Agilent and PG&E to discuss how these leaders have ensured cross-functional alignment to achieve unparalleled success across their organizations.
11:00am-11:30am
Speaker
Matt Gibbons, Member Technical Staff, PayPal
It’s true, achieving ROI of a supplier financing program in less than 3 months is possible. Just ask Matt Gibbons at PayPal, who implemented a strategy to increase profit margins, decrease operating expenses, and increase working capital. In this session Matt will present his three-step terms methodology to maximize discounts, and share how you can achieve similar results. And the icing on the cake? Matt didn’t just do this for one company, he did it for two: learn how Ebay and PayPal separated their very active portals and got up and running within 48 hours.
11:30am-12:00pm
Speaker
John Steitz, Partner, McKinsey & Co
Global payments revenues have been growing at rates that have exceeded expectations. Asia once again—particularly China—is the primary engine propelling the global numbers, but all regions, even those where revenues have recently been in decline, are contributing to the surge. Payments growth is currently a truly global phenomenon. Setting aside changes in macroeconomic fundamentals that are difficult to predict, we foresee four potential disruptions that will alter the payments landscape during the coming years including nonbank digital entrants, modernization of domestic payments and cross border payment innovations. Join this session to hear expert perspectives on the payments industry disrupters and evolutions, and how these might impact your own business.
11:00am-12:00pm
Speaking
Bertram Meyer, President & Co-Founder, Taulia
Join Bertram Meyer, Taulia President and Co-Founder, and Eric Frankovic, Vice President of Global Sales, as they outline the most impactful tactics for optimizing working capital and maximizing discounts. After a quick overview of the market and regulatory environment, Bertram will cover the various sources of liquidity available to your suppliers, and discuss WACC, Working Capital and Discounts/EBIT from a Buyer perspective. Drawing on 7 years of experience in offering Early Payments to suppliers, Eric will share how leading organizations are driving program success, not APR, and how suppliers are reacting and participating.
11:00am-11:30am
Speaking
Magaly Charlier, Director of Global Compliance, Taulia
In this session, Magaly will cover the ins and outs of global compliance, and what you need to know to stay ahead of the game. Learn the fundamentals of eInvoicing compliance, why compliance is critical to your business operations, legal compliance regimes in the world, partnerships and industry participation, upcoming developments on global economic scale, as well as the Taulia roadmap. Don’t miss this session if you’re managing relationships with suppliers in multiple countries and have questions, ideas or concerns regarding global eInvoicing compliance.
11:30am-12:00pm
Speaking
Margarita Antonova, Product Manager, Taulia
You’ve already invested in an ERP solution. Automating the order confirmation process is the next step toward managing your supply chain with efficiency and acuity. Join this session to learn the PO Confirmations 2.0 functionality on the Taulia Platform and how to customize setup so that you can get started today. The Taulia PO Confirmation tool automates the processing of incoming orders, most of which match the purchase order data. As a result, the procurement staff can focus on exception handling and other value-added tasks. Join this session to take your supplier relationship management to the next level by optimizing processes long before the invoice is even received.
Speaker
Diniar Alikhan, Group Director, Finance Procure to Pay, Coca-Cola Refreshments
Hear from Director, Finance Procure-to-Pay at Coca-Cola Refreshments, Diniar Alikhan, as he discusses Coca-Cola Refreshments’ move from a legacy invoice and discount management system, to a new solution that is free to suppliers and has added millions in operational and discount savings to the bottom line. In this session, Diniar will discuss Coca-Cola Refreshments’ forward thinking approach to achieving cross-functional alignment, their goal-oriented organizational layout, and their journey to achieving 75% supplier enrollment rate, 85% electronic invoice adoption and over $11M in procure to pay operational and strategic improvements.
Speaking
To Be Announced
We’ve talked a lot about the importance of strong supplier relationships, but now let’s hear from the suppliers themselves. What makes a “preferred customer” and how do they work differently with customers that treat them well? In this panel, hear from suppliers of all sizes, in all industries, about why they choose to get paid early, their experience using multiple portals, efficiencies gained through financial supply chain automation, and how these improvements are felt through the entire business process, from faster invoice approval and payment to more efficient product production and delivery.
Come together to think about the big picture with inspiring and thought-provoking discussions on business strategy, technology trends and actionable best practices. Gain an exclusive outlook of the P2P space and hone your skills for whatever comes next.
Dive into the latest procure to pay trends, tactics and implementation strategies needed to build an efficient and effective supply chain. Uncover the potential savings from processes automation and enable measurable results.
Understand the working capital strategies that really move the needle for your organization. Learn how technology has changed the way businesses operate and how to build a supplier financing program that meets the needs of your organization, and your entire supply chain.
Hear from a variety of Taulia customers on how they automated and optimized their procure to pay process to strengthen supplier relationships and save millions. Discuss real-world challenges and accomplishments and gain an insight into realistic goals and benchmarks.
Learn from experts. Network with leaders. Be entertained and inspired. Come to the conference with ideas and share with like minded professionals who have gone through similar situations and can offer valuable insights based on their experiences.
Come together to experience the latest technologies through detailed demonstrations and in-depth conversations based on your unique business objectives. Gain an understanding on how various P2P tools can help you achieve your goals.
Beyond the keynote speakers, educational sessions and expert presentations, there’s a whole series of exciting events and parties. Whether it's our opening reception, mid-day entertainment, or the Connect Party , there will be plenty of good ol' fashioned fun to be had.
Taulia Connect will take place in the heart of San Francisco's vibrant South of Market district at the new Park Central Hotel.
Conference attendees will receive a special discounted room rate-available through February 5, 2016. But space is limited, so be sure to make your reservation today!
reserve your roomnearby attractions:
KPMG is a global network of professional firms providing Audit, Tax and Advisory services. We operate in 155 countries and have more than 162,000 people working in member firms around the world. Our vision is to help our clients create breakthrough competitive advantage by designing and implementing the value chain of the future; one that is purpose built, globally integrated, demand driven, lean, agile and resilient. Our Procurement and Operations Advisory practice has a global footprint comprised of over 1000 dedicated Supply Chain and Procurement practitioners located in all major geographic markets.
Optima Consulting is recognized as a leading and trusted services partner for companies aiming to optimize their Purchase to Pay business processes. Optima has unique and differentiated capabilities in P2P solution management and delivery which has proven to significantly improve success rates for our clients. As a valued Taulia partner, Optima is unique in that we can effect a powerful combination of the Taulia platform with SAP Invoice Management and ECM capabilities in transforming the end-to-end Purchase to Pay process. At Optima, we are passionate and focused on making our customers successful in achieving their anticipated P2P solution business benefits.
Scan One is proud to be Taulia’s strategic partner for AP Automation, bridging the gap between manual invoices and e-invoices and making paper/fax/email behave as if electronic. Our innovative solution enhances and completes Taulia’s eInvoice product. Your organization is 100% paperless from day one, decreasing paper volume while increasing e-invoice adoption. Organizations achieve true AP automation with immediate ROE.
We say ‘true’ because the majority of documents bypass AP entirely and move directly into Scan One’s workflow, or another solution. We say ‘innovative’ because of what goes into achieving such superior results: our ingrained culture of intensely-managed processes, our proprietary Business Process Engine, and our emphasis on melding technology with human oversight.
These unique characteristics allow us to automate hundreds of thousands of invoices daily for some of the largest companies in the world.
Dolphin leads the way in business performance improvement for companies running SAP solutions and is the one partner that manages both data and processes.
From end-to-end solutions for procure-to-pay and order-to-cash processes to data and information lifecycle management, Dolphin delivers a competitive advantage that drives cost savings, optimizes cash flows and fosters a lower total cost of ownership. Leveraging SAP technology, Dolphin solutions and add-on applications with SAP-certified integration have built-in flexibility and are designed to be tailored to customers’ specific business processes and IT environments.
More than one-third of Fortune 100™ companies running SAP systems are Dolphin customers.
Lavante is the leader in on-demand supplier information management. Built on the patented Lavante Connect Platform, Lavante solutions generate and delivers the highest-quality data to clients and suppliers while syndicating data solutions to partners throughout the P2P ecosystem. Lavante data optimizes supplier value and supports better decision making across enterprise environments. Lavante solutions are deployed across Fortune 1000 companies including the hospitality, retail, entertainment, manufacturing, and medical industries. Headquartered in San Jose, California, Lavante is privately held and was founded in 2001.
For more information please visit www.lavante.com.
Infosys BPO (www.infosysbpo.com), the business process outsourcing subsidiary of Infosys, was set up in April 2002. Infosys BPO focuses on integrated end-to-end outsourcing and delivers transformational benefits to its clients through reduced costs, ongoing productivity improvements, and process reengineering. Infosys BPO operates in India, Poland, the Czech Republic, the Netherlands, Ireland, South Africa, Brazil, Mexico, Costa Rica, the United States, Puerto Rico, China, the Philippines, Singapore, and Australia, and as of June 30, 2015, employed 32,612 people.