E-Invoicing / E-Billing: Accelerator for Digitization

Exchange Summit
October 09 to 10, 2017 | Barcelona, Spain

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Sunday, October 8, 2017

18:00 – 21:00
Registration & Icebreaker Reception
Kindly supported by

Monday, October 9, 2017

Registration and Breakfast in the Exhibition

Welcome Address
Johannes von Mulert, Founder Exchange Summit


10:00 - 10:45
A Day in the Life of an E-Invoice
The invoice is just the starting point of a longer journey that touches many stages of a company business: remittance information, FX services, regulatory compliance checking for cross-border invoices, tax regulations compliance, data analytics on prompt-payment behaviour, access to finance, interoperability of standards, workflow management of paper-to-digital-to-paper exchanges. These are but few of the business opportunities that lie in the field of an e-invoice processing service provider. If chances are not taken, someone else will do this and maybe commoditize E-Invoicing as a side-service in favour of added value services.
Enrico Camerinelli, Senior Analyst, Aite Group, Italy


10:45 - 11:30
The Status & Future of E-Invoicing
- (E-)Invoicing world in figures
- Mega-trends regarding market demand & legal requirements
- Significant market transition lies ahead
- How to successfully manage future challenges
- Gaze into the crystal ball: Future market radar & the role of cloud platforms
Bruno Koch, Market Analyst, Billentis, Switzerland


11:30 - 12:00
E-Invoicing and Digital Supply Chain Finance: Supplier Centric vs. Buyer Centric solutions
As a result of the wave of innovation that is spurring rapid development and adoption of e-invoicing technology as well as its “ecosystem”, Supply Chain Finance is now poised to significantly grow its share of the €2.5 trillion p.a. global invoice finance market. This trend is fueled by quickly emerging technology driven Digital Supply Chain Finance (DSCF) or early payment solutions with imbedded ability for flexible integration with E-Invoicing, procure2pay and source2pay platforms, which creates new and exciting opportunities for all the players involved.
This presentation discusses some of the major challenges in Digital Supply Chain Finance, pros and cons of the Buyer Centric and Supplier Centric solutions, as well as the latest developments in machine learning application for early payment services.
- Current trends in Supply Chain Finance
- E-Invoicing, Procure2Pay, Source2Pay, Payment technology platforms and Early Payment Solutions
- Complementarity/dovetailing between Dynamic Discounting and Third Party Early Payment services
- How does a Buyer-Centric DSCF model work? And how is a Supplier-Centric system different and what are some of its main benefits?
George Shapiro, CEO, The Interface Financial Group


12:00 - 12:45
A: Machine Learning and the Opportunities for Accounts Payable Automation
In recent times, digitalization has revolutionized financial services. As we look towards the future, machine learning will make as much, if not more, of an impact. Machine learning stands for programming computers with data. It has many valuable applications in the world of financial services.
Your benefits of attending:
- Understand Machine Learning beyond the buzzword
- Recognize how Machine Learning technology evolves over time and how this evolution effects your company
- See Machine Learning in action - from raw data to predictive insights in 5 minutes
- Experience the interaction between predictive models and digital assistants (Alexa)
Amir Tabakovic, Vice President Business Development, BigML, Spain

B: Developing a 6 Step Analytics Roadmap for the P2P Process
Within the P2P process, there are often challenges to define and manage spend, accounts payable performance and supplier related data. There can be challenges with obtaining the data fast and well enough to drive the decision making process. Yet P2P data and analytics requirements will continue to grow in importance for most organizations. This means that today’s P2P processes need systems, processes, and capabilities to ensure that timely and accurate analytics are available. This discussion follows a step-by-step process as we help develop a 6 Step Analytics Roadmap for Your P2P Process.
Your benefits of attending:
- Develop a roadmap for your P2P analytics process
- Identify the typical “Pain Points” in the P2P process
- Prioritize the Top Ten P2P Analytics
- Learn how to use P2P analytics in the decision making process
Chris Doxey, CAPP, CCSA, CICA, CPC, President, Doxey, Inc., USA

C: Implementing B2G E-Invoicing in Scotland
The Scotish Government has delivered a national P2P shared service sine 2002 and now has an active community of over 100 public administrations. E-Invoicing is the last piece of the "P2P jigsaw" to be enabled and this session will provide delegates with an overview of the approach being taken by the Scottish Government to enable B2G E-Invoicing in public procurement, progress to date as well as lessons learnt, the development of best practice and future plans.
Lynn Peterson, Head of eCommerce, Scottish Procurement, Scottish Government

Networking and Lunch in the Exhibition


14:00 - 14:45
Supplier Onboarding and Exception Handling
- First-hand experiences, tips & tricks how to onboard suppliers to e-invoicing
- How to keep efforts of handling invoice exceptions and errors in a reasonable measure
Pieter Niemeijer, Team Lead Accounts Payable, BeNeLux, Italy & Switzerland, EuroServices Bayer, S.L., Spain and Jurgen Martens, Business Process Management, EuroServices Bayer, S.L., Spain

Identifying and Implementing Added Value Services for E-Invoicing Solutions
Enrico Camerinelli, Senior Analyst, Aite Group, Italy

E-Receipt as Part of the E-Invoicing Standardisation
TALTIO program creates a standard model for structured data e.g. invoices, E-Receipts and account statements information so data can be entered into financial management systems without manual data entry. When you pay with your payment card, the receipt information can be presented as structured data in same way the invoice turn to an E-Invoice. In Finland we are using same data format for E-Receipt and E-Invoice and same E-Invoicing network. When all information are in structured format we can reuse E-Invoice and E-Receipt data for e.g. real time forecasting and reporting. Watch the video about the first POC.
Pirjo Ilola, Head of Payments Standardisation and E-Invoicing Markets, Finance Finland and

Distributed Ledger – a Missing Link for E-Invoicing?
Matthias Henn
, COO, TTO Tangram TeleOffice


14:45 - 15:30
A: Do You Know Whom You Are Doing Business with? - Identity Management Globally with the Legal Entity Identifier (LEI)
• Today’s problems with ID Management
• Costs and benefits of adopting the LEI for public and private purposes
• Outlook: Integration of the LEI with Digital Certificates and Seals
Stephan Wolf, CEO, Global Legal Entity Identifier Foundation (GLEIF), Switzerland

14:45 - 15:30
B: E-Invoicing in Australia
- An update on the Digital Business Council
- The Council’s approach to Adoption
- Australian Government progress on adoption
- Westpac Bank's experience to date
Emma Dobson, Director, Global Transaction Services, Westpac Institutional Bank and Chair of the Digital Business Council’s Adoption Working Group, Australia

15:30 – 16:00
Networking and Refreshments in the Exhibition


16:00 - 16:45
Implementing the New European Core Invoice Standard - EN16931
- The standard is published and available - what next?
- Implementation challenges - semantics and syntax
- Core invoice usage specifications and extensions
- Engaging with public administrations and their supply chains
- The role of service and solution providers
André Hoddevik, Secretary General, OpenPEPPOL AISBL, Belgium
Cyrille Sautereau, Chair of the French National Forum of E-Invoicing, France
Nikita Stampa, Head of Unit Innovative and e-procurement, DG GROWTH, European Commission, Belgium
Andrea Caccia, Chairman of CEN/TC 434 on E-Invoicing, European Committee for Standardisation
Moderator: Charles Bryant, Secretary General, EESPA, Belgium


16:45 - 17:30
Future Scenarios: Finding patterns in an uncertain world
- Global hotspots and hypotheses of new world orders
- European renationalization versus renaissance
- Potential of new economic paradigms
- Society between digital advancement and new forms of interaction
- Strategizing 4.0
Prof. Dr. Peter Dürr, Department of Applied Social Sciences, University of Applied Sciences Munich, Germany

Individual meetings and networking

Departure for the Networking Dinner


Tuesday, October 10, 2017

Welcome Coffee


09:00 - 09:45
A: Do All Roads Lead to Rome? How Countries Look and See E-Invoicing
What, why and how do different countries seek with their national E-Invoicing programs
Vinicius Pimentel de Freitas, Head International E-Invoicing Coordination, Interamerican Centre of Tax Administrations – CIAT, Panama

B: Blockchain Applied to E-Invoicing
- Registering and tracking e-factoring operations for export E-Invoices of Chile
- Blockchain for other functions related with E-Invoicing, i.e. payments, e-factoring operations of México
Mario Fernández, CEO, Gosocket, Chile

C: Achieve Tomorrow’s Financial Goals Today: Working Capital Management Strategies for Modern Finance
Sami Nikula
, Director, Network Business Area Nordic, Basware, Finland


09:45 - 10:30
Developing a Regulatory Compliance Roadmap
According to PwC, the flow of new rules and regulations across regional, national and international borders continues to intensify. No matter how large, small or diversified your organization almost every part of it is touched by a complex web of constantly evolving regulations - and subject to enforcement actions and fines. With the ever changing landscape, it’s a challenge to determine and focus on the requirements that apply to the P2P process for your industry and country. And how can you streamline due diligence requirements, combine and automate compliance processes?
Benefits of Attending:
- Obtain an overview of what regulatory compliance means to your company
- Learn how to establish a compliance roadmap
- Discuss how to leverage due-diligence programs and automate your compliance programs
Chris Doxey, CAPP, CCSA, CICA, CPC, President, Doxey, Inc., USA

Support for implementation of European Core Invoice Standard EN16931
The Standard is there! What's the role of the EU in the implementation of the Directive 2014/55/EU? How we can best work for you, with you?
The European Commission is providing a number of services with the aim to facilitate the adoption of the new standard. Most of them are designed with and dedicated to the E-Invoicing stakeholders' community. Focus is on building knowledge and capacity through a range of measures:
- Grants/funding for projects 
- Free trainings and implementation workshops 
- Knowledge base – all the info you need to implement the Directive
- Platform for collaboration and support – your place to be!
Participate in this session and give your views on how the European Commission can enhance key success factors.
Caroline Corneau, CEF eInvoicing Project Manager at European Commission (DIGIT), Belgium and Martin Forsberg, Standardisation Expert, Sweden

Solving the Challenges in Vendors’ Onboarding, Taking the Hurdles of Formats, Mapping, Attachments, Integration in Back End Systems (SAP) and Sharing Post Go-Live Tips and Tricks
Antonio Parisi, Finance Enterprise Applications Manager, Richemont International SA, Switzerland

Costs and Benefits of Adopting the LEI for Public and Private Purposes
Stephan Wolf, GLEIF, Switzerland

Stay tuned - soon we will publish more round tables. If you feel you should contribute and facilitate a round table, apply here now !

10:30 – 11:15
Networking and Refreshments in the Exhibition


11:15 – 12:00
How EESPA is Building the EESPA Community as The Voice of The Industry
- Creating the interoperable eco-system
- Cooperation with OpenPEPPOL
- Contributing to public policy and regulatory initiatives
- Communicating the benefits of E-invoicing and supply chain automation
Marcus Laube, Tim Cole, Christiaan van der Valk and Charles Bryant, EESPA, Belgium

Networking and Lunch in the Exhibition


13:30 – 14:15
A: Implementing Compliant E-Invoicing in Latin American Countries
- Key learnings transitioning from traditional model to E-Invoicing
- Frontline and back-office strategy
- Leverage opportunities to improve B2B processes (order-to-cash, procure-to-pay)
- The evolution and digital strategy
Rodrigo Alvarez, IT Manager, Grupo Bimbo, Chile

B: Digital Transformation and Tax Compliance - A General Update and Focus on Asia
We are in the middle of a paradigm shift on tax controls. How is the rapid development towards real-time tax controls affecting businesses worldwide? How can enterprises best prepare for what's to come? What's happening in Asia?
Christiaan van der Valk, President and Yinghan Miao, Legal Counsel, TrustWeaver, Sweden

C: E-Invoicing as Leverage for a Digital Strategy: Snapshot Supply Chain Finance


14:15 – 15:00
OASIS UBL - ISO/IEC 19845:2015
An open discussion of the OASIS Universal Business Language (UBL), internationally standardized as ISO/IEC 19845:2015, a document vocabulary used for procurement and transportation in the supply chain.
G. Ken Holman, Chief Technology Officer, Crane Softwrights Ltd, Chairman OASIS Universal Business Language (UBL) Technical Committee, Canada

Looking into Machine Learning as an Option to Close the Gap Between Unstructured Data (PDF, Word) and E-Invoicing Based on Structured Data (ebInterface, ZUGFeRD, PEPPOL)
Herbert Wenger, Head Product Management Automotive Smart Finance, Porsche Informatik, Austria

Defining the Key Success Factors for National E-Invoicing Programs
Vinicius Pimentel de Freitas
, Head International E-Invoicing Coordination, Interamerican Centre of Tax Administrations – CIAT, Panama

Stay tuned - soon we will publish more round tables. If you feel you should contribute and facilitate a round table, apply here now !

Open Space for Networking and Refreshments in the Exhibition

End of Exchange Summit 2017


More focus sessions and round tables under development:
Corporate experience and management of supply chain automation (compliance, shared service centres, supplier on-boarding...)
Regulatory impacts on market developments e.g. real time reporting of fiscal data, clearance models, countries implementing E-Invoicing mandates, Directive 2014/55 and E-Procurement directives, role of Connecting Europe Facility (CEF)
Opening up the market: convergence with payments and supply chain finance, APIs in banks/PSD2, Digital Trade (X-border) developments, role of Fintechs as disruptors / collaborators
Technology developments e.g. supply chain automation, work flow applications, blockchain in supply chains, analytics, cloud, robotics
Standards and Interoperability as business drivers for digitisation: EU Norm and CEN TC/434 rollout status, invoice response message developments, openPEPPOL latest news, UBL developments, Hybrid Invoice, CEF tools
B2C developments in EIPP e.g. European Retail Payments Board project, case studies, e-Receipts