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2016 Speakers

Here is what's in store for Taulia Connect attendees. Check back often as more information is added!

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2016 Speakers

Adam Magalei

Product Manager, Taulia
2016 Speakers

Read Amy’s
Bio

Amy Fong

P2P Advisory Program • Leader The Hackett Group

Amy Fong

P2P Advisory Program • Leader The Hackett Group

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.

2016 Speakers

Bart Ras

Managing Director, Greensill Capital
2016 Speakers

Read Becky’s
Bio

Becky Morgan

Operations Support Coordinator Graphic Packaging

Becky Morgan

Operations Support Coordinator Graphic Packaging

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.

2016 Speakers

Read Ben’s
Bio

Ben Shaffer

Director Payment Services
PG&E

Ben Shaffer

Director Payment Services, PG&E

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.

2016 Speakers

Read Bertram’s
Bio

Bertram Meyer

Co-Founder
Taulia

Bertram Meyer

Co-Founder, Taulia

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.

2016 Speakers

Bob Glotfelty

Sr. Dir. of Supplier Success
Taulia
2016 Speakers

Brian Murphy

Director - Operations Advisory
KPMG
2016 Speakers

Read Carl’s
Bio

Carl Harter

Senior Director of Global Procurement,
Hitachi Data Systems

Carl Harter

Senior Director of Global Procurement, Hitachi Data Systems

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.

2016 Speakers

Read Cedric’s
Bio

Cedric Bru

Chief Executive Officer
Taulia

Cedric Bru

CEO, Taulia

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.

2016 Speakers

Read Chris’s
Bio

Chris James

Associate Administrator
U.S. Small Business Administration

Chris James

Associate Administrator, U.S. Small Business Administration

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.

2016 Speakers

Coreen Collins

Accounting Manager, Taulia
2016 Speakers

Daniel Pfeiffer

Senior Director of Buyer Success Taulia
2016 Speakers

Derrick Bean

Sr. Manager Accounting, Nissan
2016 Speakers

Diniar Alikhan

Group Dir. Procure to Pay
Coca-Cola Refreshments
2016 Speakers

Read Eric’s
Bio

Eric Frankovic

VP Global Sales
Taulia

Eric Frankovic

VP Global Sales, Taulia

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.

2016 Speakers

Read Guillermo’s
Bio

Guillermo Gualino

VP & Treasurer
Agilent

Guillermo Gualino

VP & Treasurer, Agilent

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.

2016 Speakers

Read Holly’s
Bio

Holly Veasey

AP/AR Manager
Graphic Packaging

Holly Veasey

AP/AR Manager Graphic Packaging

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.

2016 Speakers

Read Katy’s
Bio

Katy Sinclair

Senior Product Manager, Taulia

Katy Sinclair

Senior Product Manager, Taulia

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.

2016 Speakers

Lauren Modafferi

Account Director
Taulia
2016 Speakers

Read LaQuinta’s
Bio

LaQuinta Gaston

Accounts Receivable Supervisor-EDI,
Oil States Energy Services

LaQuinta Gaston

Accounts Receivable Supervisor-EDI, Oil States Energy Services

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.

2016 Speakers

Read Maex’s
Bio

Maex Ament

Chief Product Officer
Taulia

Markus (Maex) Ament

Chief Product Officer Taulia

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.

2016 Speakers

Margarita Antonova

Product Manager, Taulia
2016 Speakers

Maggie Pride

Manager, Ceiling Pro Etc Inc
2016 Speakers

Read Mary’s
Bio

Mary Wynne

Accounts Payable & SOX
Pepco Holdings, Inc.

Mary Wynne

Accounts Payable & SOX, Pepco Holdings, Inc.

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.

2016 Speakers

Read Magaly’s
Bio

Magaly Charlier

Global Compliance
Taulia

Magaly Charlier

Global Compliance, Taulia

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.

2016 Speakers

Matt Gibbons

Global Corporate Technology
PayPal
2016 Speakers

Matt Wright

VP Partner Solution Consulting
Taulia
2016 Speakers

Read Michael’s
Bio

Michael Valletta

President
Quickcuts Media

Michael Valletta

President, Quickcuts Media

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.

2016 Speakers

Pat Lewellyn

CM & Special Projects, Toyota
2016 Speakers

Ramachandran G

Head F&A Key Solutions
Infosys
2016 Speakers

Read Randy’s
Bio

Randy Watson

Principal, Product Operations
& Procurement - KPMG

Randy Watson

Principal, Product Operations & Procurement - KPMG

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.

2016 Speakers

Read Robbin’s
Bio

Robbin Zarbo

Director, North America Shared Services, PayPal

Robbin Zarbo

Director, North America Shared Services, PayPal

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

  • Currently setting the strategic direction for the newly independent PayPal team while driving operational performance and ensuring key metrics and SLAs are maintained
  • Coordinating with APAC/EMEA regions to globalize key operations where possible
  • Managing North America (NA) organization consisting 20 FTE and 30+ outsourced/temp staff 
  • Addressing morale and post-split stabilization (eBay divestiture) to ensure people, processes and technology are operating efficiently
2016 Speakers

Read Samir’s
Bio

Samir Khushalani

Principal, Americas Practice Leader,
Operations Advisory - KPMG

Samir Khushalani

Principal, Americas Practice Leader, Operations Advisory - KPMG

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).

2016 Speakers

S. Rony Mukhopadhyay

Sr. Product Manager
Taulia
2016 Speakers

Scott Shepherd

Manager, Purchasing
Cincinnati Children's Hospital
2016 Speakers

Srinivas Ranganathan

Country Head – Canada
Infosys
2016 Speakers

Read Steve’s
Bio

Steve Richards

Senior Director, Disbursements Cincinnati Children's Hospital

Steve Richards

Senior Director, Disbursements Cincinnati Children's Hospital

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.

2016 Speakers

Read Steven’s
Bio

Steven Braud

Sr. Practice Engagement Manager - F&A, Infosys

Steven Braud

Sr. Practice Engagement Manager - F&A, Infosys

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.

2016 Speakers

Read Susan’s
Bio

Susan German

Supply Chain Process Analyst
WE Energies

Susan German

Supply Chain Business Process Specialist, We Energies

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.

2016 Speakers

Terri Shepherd

Director, Buyer Success
Taulia
2016 Speakers

Read Tom’s
Bio

Tom Mathis

Chief Sourcing Officer
Milliken

Tom Mathis

Chief Sourcing Officer, Milliken

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.

2016 Speakers

Read Vinay’s
Bio

Vinay Gopal Rao

AVP & Strategic Business Practice Head- F&A, Infosys

Vinay Gopal Rao

AVP & Strategic Business Practice Head- F&A, Infosys

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).

Return to Lineup

The Agenda

Here is what's in store for Taulia Connect attendees.
Check back often as sessions are added!

2:30pm

Registration Opens

3:00pm-5:00pm

Industry Roundtables

Arrow

Track A

Discount Healthcheck: Financial Supply Chain Optimization for Healthcare Roundtable

Track B

Unbottling Efficiencies: P2P Game Changers for Food & Beverage Roundtable

Track C

Powering P2P Innovation: Utilities & Energy Roundtable

6:00pm-8:00pm

Welcome Cocktail Reception at MaSo Restaurant

8:00am-9:00am

Networking Breakfast

9:00am-9:40am

Opening Keynote | Taulia's Vision for a Brighter Future: The Connected Supply Chain

Arrow

General Session

Taulia's Vision for a Brighter Future: The Connected Supply Chain

Speaking
Cedric Bru, CEO, Taulia

General Session 9:00am-9:40am

The Future Is Now - Welcome Keynote

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.

9:40am-10:15am

Networking Break

10:15am-11:00am

Keynote | Trends, Best Practices and The Hackett Group's Predictions

Arrow

Keynote

Trends, Best Practices and The Hackett Group's Predictions

Speaker
Amy Fong, P2P Program Leader, The Hackett Group

Keynote10:15am-11:00am

Trends, Best Practices and The Hackett Group's Predictions for the Future Financial Supply Chain

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.

11:00am-11:45am

General Session | How Milliken Created a Scalable and Flexible Supply Chain Finance Program

Arrow

General Session

How Milliken Created a Scalable and Flexible Supply Chain Finance Program

Speaking
Tom Mathis, Chief Sourcing Officer Milliken

General Session11:00am-11:45am

How Milliken Created a Scalable and Flexible Supply Chain Finance Program

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.

11:45am-1:00pm

Networking Lunch

1:00pm-2:00pm

Breakout Sessions

Arrow

Track A: THE FINANCIAL SUPPLY CHAIN JOURNEY THROUGH CUSTOMER STORIES

1:00pm-1:30pm

Workflow as an Accelerator for Your Working Capital Initiative: Pepco Holdings Inc

Speaking
Mary Wynne, Pepco Holdings Inc

Track A: THE FINANCIAL SUPPLY CHAIN JOURNEY THROUGH CUSTOMER STORIES1:00pm-1:30pm

Workflow as an Accelerator for Your Working Capital Initiative: PHI

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

Implementation Excellence and Acceleration: Cincinnati Children's Hospital Medical Center

Speaking
Steve Richards, Senior Director – Disbursements, Cincinnati Children's Hospital Medical Center & Scott Shepherd, Manager, Purchasing, Cincinnati Children's Hospital Medical Center

Track A: THE FINANCIAL SUPPLY CHAIN JOURNEY THROUGH CUSTOMER STORIES1:30pm-2:00pm

Implementation Excellence and Acceleration: Cincinnati Children's Hospital

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.

Track B: Financial Supply Chain trends & best practices

1:00pm-2:00pm

Take the Uncertainty Out of Achieving Your Business Case

Speaking
Brian Murphy, Director, KPMG
Randy Watson, Principal, KPMG
Matt Wright, VP Partner Solution Consulting, Taulia

Track B: Financial Supply Chain trends & best practices1:00pm-2:00pm

Take the Uncertainty Out of Achieving Your Business Case

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.

Track C: What's new & what's next for product

1:00pm-1:30pm

PODless Integration for SAP

Speaking
Katy Sinclair, Senior Product Manager, Taulia

Track C: What's new & what's next for product1:00pm-1:30pm

PODless Integration for SAP

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

Operationalizing Supplier Onboarding: Tactics and Tools for Continuous Program Growth

Speaking
Terri Shepherd, Director, Buyer Success, Taulia

Track C: What's new & what's next for product1:30pm-2:00pm

Operationalizing Supplier Onboarding: Tactics and Tools for Continuous Program Growth

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-3:00pm

Breakout Sessions

Arrow

Track A: The Financial Supply Chain journey through customer stories

2:00pm-2:30pm

Getting Your Suppliers Onboarded to the Platform: WE Energies

Speaking
Susan German, Supply Chain, WE Energies

Track A: The Financial Supply Chain journey through customer stories2:00pm-2:30pm

Getting Your Suppliers Onboarded to the Platform: We Energies

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

Setting a Precedence of Portal Adoption: Nissan

Speaking
Derrick Bean, Sr. Manager Accounting, Nissan

Track A: The Financial Supply Chain journey through customer stories2:30pm-3:00pm

Setting a Precedence of Portal Adoption: Nissan

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.

Track B: Financial Supply Chain trends & best practices

2:00pm-3:00pm

Finance Transformation – Executing 'Finance as a Service'

Speaking
Steven Braud, Sr. Practice Engagement Manager - F&A, Infosys
Srinivas Ranganathan, Country Head – Canada, Infosys
Ramachandran G, Head F&A Key Solutions, Infosys

Track B: Financial Supply Chain trends & best practices2:00pm-3:00pm

Finance Transformation – Executing ‘Finance as a Service’

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.

Track C: What's new & what's next for product

2:00pm-2:30pm

Leveraging Announcements to Strengthen Buyer-Supplier Communication

Speaker
Adam Magalei, Product Manager, Taulia

Track C: What's new & what's next for product2:00pm-2:30pm

Leveraging Announcements to Strengthen Buyer-Supplier Communication

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

How to Sell Benefits to Your Suppliers to Eliminate Inquiries and Maximize Engagement

Speaking
Lauren Modafferi, Account Director, Taulia

Track C: What's new & what's next for product2:30pm-3:00pm

Supplier Outreach Strategies for a Successful Supply Chain Finance Program

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.

3:00pm-3:30pm

Networking Break

3:30pm-4:30pm

Breakout Sessions

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Track A: The Financial Supply Chain journey through customer stories

3:30pm-4:00pm

The Path to 100% eInvoicing Adoption: Graphic Packaging

Speaking
Holly Veasey, Accounts Payable/Accounts Receivable Manager, Graphic Packaging International & Rebekah Morgan, Operations Support Coordinator, Graphic Packaging International

Track A: The Financial Supply Chain journey through customer stories3:30pm-4:00pm

The Path to 100% eInvoicing Adoption: Graphic Packaging

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

Creating a Cross-Functional Taskforce: Toyota

Speaking
Pat Lewellyn, Special Projects, Toyota

Track A: The Financial Supply Chain journey through customer stories4:00pm-4:30pm

Creating a Cross-Functional Task Force: Toyota

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.

Track B: Financial Supply Chain trends & best practices

3:30pm-4:30pm

Understanding the Global Economic Environment To Make the Most of Your Money

Speaking
Bart Ras, Managing Director, Greensill Capital

Track B: Financial Supply Chain trends & best practices3:30pm-4:30pm

Understanding the Global Economic Environment To Make the Most of Your Money

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.

Track C: What's new & what's next for product

3:30pm-4:30pm

A Practical Guide to Taulia's Supply Chain Finance Plus

Speaking
Kathleen Nugent, General Manager Supply Chain Finance Plus, Taulia & Rony Mukhopadhyay, Principal Product Manager, Taulia

Track C: What's new & what's next for product3:30pm-4:30pm

Innovations in Supply Chain Finance; Product Updates, Evolutions, and Pipeline

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.

4:30pm-5:00pm

General Session | The Next Step in Financial Supply Chain Innovation: Taulia Product Vision

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General Session

The Next Step in Financial Supply Chain Innovation: Taulia Product Vision

Speaking
Maex Ament, Chief Product Officer, Taulia

General Session4:30pm-5:00pm

The Next Step in Financial Supply Chain Innovation; Taulia Product Vision

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.

5:00pm-6:15pm

Networking Happy Hour

7:30pm+

Connect Party at Monarch

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Shuttles start at 7:15pm

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The sessions

Taulia Connect will be packed with a diverse lineup of interactive and informative sessions.

P2P Experts

P2P Experts

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.

Operational Efficiency

Operational Efficiency

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.

Working Capital Optimization

Working Capital Optimization

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.

Industry Success Stories

Industry Success Stories

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.

Let’s connect!

Taulia Connect is a two-and-a-half day can’t-be-missed event loaded with cutting-edge content, hands-on workshops, thought-provoking discussions, technology showcases and plenty of networking opportunities!

Peer-to-Peer

Peer-to-Peer networking

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.

Technologies

Technology showcase

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.

Happy Hours

Happy Hours & Entertainment

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.



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Registration

Have a promo code? You’ll have the option to enter it at checkout

Park Central Hotel, San Francisco
February 22-24, 2016

The Venue

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 room

A huge thank you to our sponsors

Have a promo code? You’ll have the option to enter it at checkout

Platinum Sponsors

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.

Gold Sponsors

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.

Platinum Sponsors

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.