2017 Northeast Regional Chapter Forum 2017 Northeast Regional Chapter Forum


Location: The Rhode Island Foundation, Providence, RI
Attendance Fee: Register here. $89 Member and $189 Non-member – Includes breakfast, lunch, snacks, and up to 5 continuing education credits
Directions: Driving | There are multiple routes into Providence depending on your point of origin; please utilize a trusted GPS or mapping software
  Amtrak | Providence Station (PVD) is located ½ mile from our venue. Follow Exchange Street south to Francis Street S. (short walk or ride)
Hotel Information: The hotels below are within 1 mile of The Rhode Island Foundation.  
Omni Providence Hotel
Renaissance Providence Downtown Hotel

For the best available rates, please be sure to check online travel sites, such as Travelocity, Expedia, Hotwire, Orbitz, Priceline, etc.
Parking: Public parking available at Union Station Garage, 5 Memorial Blvd. or Union Full Station Parking Lot, 11 Memorial Blvd. Details at parkdowntownprovidence.com.
June 8th Welcome reception and networking event
7:30 to
9 p.m.
Hotel Providence
139 Mathewson Street
Providence, RI
June 9th Full-day regional event
8:30 a.m. to 3:30 p.m. The Rhode Island Foundation
1 Union Street
Providence, RI
8:30 to
9 a.m.
Arrival and registration
9 to
9:10 a.m.
Welcome and introductions
9:10 to
10 a.m.

Educational Session #1 - KEYNOTE SPEAKER
Live Your YOUlogy for Success

Track: Leadership & Development
Red Katz | Red Inspires

Red Katz empowers your organization to achieve more by helping your people rediscover, recharge, and reboot their passions - unleashing more profits, higher productivity and greater performance.  His keynote will give you the keys to build resiliency and help you overcome your real-world challenges with real-world strategies.  No theory, no fluff, and no filler.

Learning skills, like how to react in positive ways that encourage growth rather than shutting down at the first sign of adversity, or how to accept failure as a necessary step toward success, apply to every facet of life, both in and out of work.  Red teaches his audiences how to cultivate easily-neglected but basic skills in a way that lets people find answers within themselves, allowing for not only a new understanding of how to identify and pursue one's own passions, but also an incredible sense of self-fulfillment that enriches all aspects of life.

10 to
10:50 a.m.
Educational Session #2
OCR and EDI Accuracy...Dispelling the Myths
Track: Finance Technology
Mitch Blau | President | Payment Solutions Advisors
Michael Dachille | Managing Director, Business Development | eProcessPort.com

In an effort to transform processes and be more efficient, EDI and OCR have become significant tools to reduce or eliminate manual invoice entry.  These tools can create a false sense of confidence and belief that the data being captured is 100% accurate. In this session we will discuss the history or EDI and OCR. We will delve into the details and nuances for each with a concentration on accuracy.
10:50 to 11:20 a.m. Networking break
11:20 a.m. to
12:10 p.m.

Educational Session #3
What is Supplier Compliance, Really?

Track: Trends & Best Practices
Peggy Marks, CAPP | Accounts Payable Manager | 
Duff & Phelps
Josh Morrison, CAPP | Senior Consultant | Lavante PRGX

Supplier compliance comes in many various forms and can mean different things to different people depending on who you ask.  Whether you work in Accounts Payable, Procurement, Strategic Sourcing, Tax, Legal or any other facet of the organization that manages or is reliant upon supplier information, there are factors that must be considered to assure your organization is working with the right partners, in the right way.

In today's fast-paced, ever-changing global business environment, it is becoming increasingly necessary to create an effective, robust and flexible supplier compliance program.  This highly informative session will introduce the many ways that organizations need to perform diligence on supplier compliance.  We will examine both internal and external compliance demands, how these can impact your organization, and how to assure you have the proper strategies and controls in place to develop and govern a comprehensive, enterprise-wide supplier compliance strategy.

12:10 to 1:15 p.m. Networking lunch
1:15 - 2:05 p.m.

Educational Session #4
Financial Operations Fraud 101

Track: Risk & Fraud Mitigation
Phil Benvenuti, CIA, CFE | Sr. Director of Internal Audit | Pegasystems

Phil is a leader and foremost expert in the corporate fraud prevention space.  He is a sought after speaker and regularly presents to a variety of professionals who are responsible for helping to protect their organizations from fraud and risk.  This includes the Massachusetts Society of CPA's among others.

Following up on his session at The Institute's first Northeast Regional meeting.  Phil joins us here again where he will lay out and discuss a series of specific and actionable steps that attendees can take back to their companies to immediately begin working to better mitigate against corporate fraud.

2:05 to 2:20 p.m. Networking break
2:20 to
3:10 p.m.

Educational Session #5
7 Characteristics that All Best-in-Class Teams Should Share
Track: Data & Analytics
Eric Hayes | Vice President | FISCAL Technologies

There are more than 25 characteristics that best-in-class AP teams share.  These have been gathered from work with more than 300 organizations worldwide.  This session reviews seven of the most important traits that define a great accounts payable team.  Participants will benchmark their own teams in a live mini-scorecard session.

Charity Sponsor: Amos House has been selected as an outside charity to Sponsor in our meeting, specifically Amos House's Financial Opportunity Center (FOC) services which are integrated across all of Amos House's programs, including education, job training, and housing programs that serve homeless and low income individuals and families. Recommended donations include Visa gift cards in $25 denominations that will be used for the FOC's Savings Incentive program. Other helpful forms of donations include any variety or size of personal hygiene products which will be used to fill one of the 15,000 packets distributed each year. Cash donations are also always welcome. Help us to help others!!
Meeting Sponsors:
A very special thanks to our forum sponsors who have helped to make this great event possible, and have offered their expertise in leading thought-provoking and educational discussions!  Take some time to meet them in our Vendor Exhibit Hall.

Premium Sponsor:


Registration: Purchase pass here. Please register early, space will fill up quickly and seating for this event is very limited. Those who plan to attend this event will need to register in advance as walk-ins will not be accepted.


On  behalf of your chapter leaders and The Institute of Financial Operations, we thank you for your continued support and look forward to seeing you in Rhode Island!!