E-Invoicing: Accelerating Digitization in the Supply Chain

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

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Get involved and benefit from this great opportunity to learn and to share experiences on a global level. Meet and network with experts, thought leaders and professionals in E-Invoicing, Purchase to Pay, E-Procurement, Supply Chain Finance, AR/AP.

Join your peers in Barcelona and leave with a clearer understanding for the latest developments in E-Invoicing, E-Procurement and E-Payment! Register now

Key Presentations Include

  • Experience How Blockchain Technology Impacts P2P and Supply Chain Finance
  • Learn How to Maximize ROI in a Global E-Invoicing Roll-Out Project
  • How Digitization and Robotic Process Automation Will Disrupt Work in Finance
  • Successfully Manage Risk in the P2P Process
  • Key Developments in the Payments World: PSD2, Instant Payments, Open AP
  • Why Compliance Automation Now Is an Immediate Necessity for E-Invoicing
  • Updates on Digital Single Market, CEN/TC 434, 2014/24/EU, EIDAS

New Country Highlights

Sweden: E-Invoicing Now Facilitating Progress of End-to-End E-Procurement?
Brazil: 10 Years of Electronic Invoicing - Evolution, Opportunities and What's Next
Australia: The Global Showcase for E-Invoicing?

PANEL DISCUSSION
Pressure Builds for Adoption of E-Invoicing in Public Procurement

COLOCATED EVENT
CEN/TC 434 E-Invoicing Public Conference


Agenda

Sunday, October 9, 2016

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

Monday, October 10, 2016

8:00
Registration and Welcome Coffee
 

EXPERT SESSIONS: BLOCKCHAIN, EU LEGISLATION, FORMATS & STANDARDS

09:00 – 09:50

A:Understanding Blockchain Technology and the Concept of Distributed Ledgers
Blockchain has quickly become the most hyped technology innovations since the Internet. In 2015 The World Economic Forum (WEF) identified blockchain technology as one of the six mega-trends shaping the future of society. Blockchain has been described as email for money and the best known application of the technology is Bitcoin. However, the technology itself has vast number of uses beyond cryptocurrency and it is expected that its applications will be measured in trillions. Many believe that the technology has the potential to disrupt almost every process in the financial services area and revolutionize supply chain transparency. This presentation explains what the blockchain is, why it matters and how can it speed up digitalization.
Markus Hautala, Head of Innovation Program, Tieto

B:Understanding Formats and Standards around E-Invoicing: Electronic Data Interchange, XML, PDF/A-3, UBL, XBRL, ISO20022,...

  • The standards needed for E-Invoicing
  • Why format matters
  • The evolution of standards for E-Invoicing and Payment
  • Criteria for suitability
  • Aligning national and regional strategies with appropriate standards
  • What will the emerging global e-Invoicing framework look like?
Tim McGrath, Co-Chair of the OASIS UBL Technical Committee

 


10:00
Welcome Address
Johannes von Mulert, Founder Exchange Summit

KEYNOTE SESSIONS: WORLD-CLASS P2P, IMPACT OF BLOCKCHAIN on P2P AND SUPPLY CHAIN FINANCE

10:05 - 10:45
World-Class in P2P/S2S - Overview & Trends
- Key drivers for enterprises and functions
- Agility as major driver and how to become more agile
- Drivers for PTP/S2S
- Selected best practices and metrics
Tom Olavi Bangemann, Senior Vice President Business Transformation, The Hackett Group

10:45 - 11:25
Experience How Blockchain Technology Impacts P2P and Supply Chain Finance
- Moving from what blockchain is to how to make it work
- Blockchain is not for banks only: what corporates want
- Which P2P and SCF processes can benefit most from blockchain-based applications?
- Blockchain is being investigated on how it can streamline current P2P and SCF processes: what    is the future holding?
Enrico Camerinelli, Senior Analyst, Aite Group

11:25
Networking and Refreshments in the Exhibition

FOCUS SESSIONS: ROBOTIC PROCESS AUTOMATION, SUPPLY CHAIN FINANCE

11:55 - 12:25
A:How Robotic Process Automation will Disrupt Work in Finance
Across Europe, governments and businesses are vaulting up the Shared Services “value” trajectory via robotic process automation (RPA). Governments and business leaders, in fact, by proactively pushing shared services and simultaneously evaluating the benefits of RPA are acting as significant catalyst for local activity. The RPA presentation has been designed with the aim of enlightening organisations in Europe as to the significant benefits that can be gained through the adoption of robotics in terms of efficiency, accuracy and control simultaneously. You learn how to establish a successful business case to establish your programme as well as best practices in implementation. The session will cover the following:
• Understanding of RPA project leading practice • Background on RPA • Vendor considerations • Project phases and purpose • RPA Use cases • Examples from projects • Lessons learned
Martin Weis, Robotic Process Automation Leader, EMEIA Advisory Center Digital, Ernst & Young

B: Supply Chain Finance: The big picture and the link to E-Invoicing
Supply Chain Finance (SCF) is booming and taking many forms spurred by competition and industry cooperation. Get up to date on the recent standard definitions based on industry consensus and the work of the Global SCF Forum. The E-Invoice and invoice status messages bring easily accessible SCF for big and small actors especially SMEs. How does this work in practice using digital technology? Factoring is one financing instrument in the category of Supply Chain Finance, which can benefit from E-Invoicing and the exchange of invoice statuses in particular. Fraunhofer IML as part of the Supply Chain Finance Community has identified this a part of the trend of ‘inclusive Supply Chain Finance’, since pervasive digital technology creates transparency: ‘small data’ instead of ‘big data’. Learn more about the concept and discuss the benefits for all actors involved (seller, buyers, financier, E-Invoicing provider).
Douwe Lycklama, Partner, Innopay and Charles Bryant, Secretary General, EESPA

FOCUS SESSIONS: E-INVOICING IN AUSTRALIA AND LATAM, AGILE TECHNOLOGY

12:30 - 13:00
A: E-Invoicing Update from Australia - Transforming the Ways Australians Do Business
- The need for an Interoperability Framework
- The consultation process which we went through in Australia to get the standard published
- The role of the Digital Business Council
- Pros and Cons of the Australian approach
- Current status with adoption
- Road Map for the future
Michael Ross, Digital Business Council, Australia

B: The Underrated Value of E-Invoicing in Latin America – Real Examples of how E-Invoicing is Changing the Game
Mario Fernandez, CEO, Gosocket

C: Mobile App for E-Bill Presentment and Payment and Derived Analytics
- Why users love POM (Peace of Mind)
- Benefits for senders: improved cash
- The other benefit: big data analytics
- How POM becomes Peace of Mind thanks to agile technology
Johannes Vermeire, Managing Director, Addocted

13:00
Networking and Lunch in the Exhibition

FOCUS SESSIONS: P2P RISK MANAGEMENT, E-INVOICING IN BRAZIL AND TURKEY

14:30 - 15:00

A: Managing Risk in Your Procure to Pay (P2P) Process: How Ten Leading Automation Solutions Can Help
This presentation will explore how ten leading automation solutions help mitigate risk within the Procure to Pay (P2P) process. The speaker will identify a specific automation solution, link it to a list of potential risk exposures within the applicable P2P process, and specify how the solution mitigates these exposures covering the following topics:
- Introduction to Risk Management
- How Risk Impacts the P2P Process
- Examples of P2P Risk and Control Issues
- How 10 P2P Automation Solutions Can Mitigate Risk
- Measuring Success: Your P2P Automation Scorecard
- Case Studies
Chris Doxey, Doxey Inc., USA

B: 10 Years of Electronic Invoicing in Brazil - Evolution, Opportunities and what's Next
- More than 14 billion electronic invoices issued by about 1.2 million companies
- Market penetration over 95% for all Brazilian companies
- The strategy, role of the government and the steps for electronic invoice massification
- Mistakes and lessons learned in the implementation process
- Improvements in development and what's next: integrating supply chains and electronic    tracking of vehicles with RFID
Newton Oller, Project Leader of E-Invoicing in Retail, Tax Inspector, Sao Paulo State Financing Secretariat, Brazil

C: E-Archive and E-Invoicing in Turkey
Göksel Ücer, Managing Director, Netle YAZILIM A.S.
Zeynep Kocadayi, Head of Finance Country Platform Turkey, BASF Türk

ROUNDTABLES
15:05 - 15:50
Break free of your traditional conference sessions in these presentation-free roundtables. Set a focus on your favorite topic and gain 45 - 60 minutes of high-level peer-to-peer discussion and networking with other experts who understand the background and opportunities. Each session is facilitated by a moderator. No Powerpoint, no microphones, just you and your biggest challenges addressed as a group, by the group.
Limited to 25 persons per session.

A: How PEPPOL Makes E-Procurement Easier
André Hoddewik / Sören Pedersen, OpenPEPPOL
B: Public / Private E-Invoicing Directories
Oriol Bausà Peris, CEO, Invinet Sistemes
C: The Role of Electronic Data Interchange
Muzaffer Havcarci, CEO, Inposia
D: Enhancing Data Accuracy and Quality
Pirjo Ilola, Federation of Finnish Financial Services
E: What Does Accounting Industry Expect from E-Invoicing and Digitalized Cash Register Receipts
Bo Harald, Founder of the Real Time Economy Program
F: Open Roundtable

 

FOCUS SESSIONS: TAX COMPLIANCE AND VAT AUTOMATION

15:05 – 15:50
Content Compliant E-Invoicing: The Key to VAT Automation
Most businesses have already implemented a certain method of e-invoicing to a greater or lesser extent. It must be said that a well-developed einvoicing system should allow optimisation of the level of VAT automation within a business to a significantly higher level, especially on the purchase side. However, there is currently still a major gap between the understanding of the need for formal compliance and for content compliance. The latter is what you need to enable your VAT automation.
Prof. Patrick Wille, President of VAT Forum and Lecturer at Universities of Brussels and Gent

Consolidated Tax Compliance in the Cloud
- Government mandates towards cloud-based real-time transaction reporting is creating
   a massive paradigm shift.
- Compliance automation is an immediate necessity, not a future option.
- What are the differences among compliance approaches in LATAM, Russia, Europe and Asia.
- How can business process engines overcome the challenges of diversity and continuous
   change?
Christiaan van der Valk, President, TrustWeaver AB, Sweden


15:50
Networking and Refreshments in the Exhibition

EU UPDATE SESSIONS: DIGITAL SINGLE MARKET, CEN/TC 434, 2014/24EU, EIDAS

16:20 - 16:35
Digital Single Market: Impact on Purchase to Pay
Andrea Servida, Head Unit E-Government and Trust, DG Connect, European Commission

16:35 - 16:50
CEN/TC 434: Planning and Deliverables
Andrea Caccia, Chairman of CEN/TC 434 on E-Invoicing, European Committee for Standardisation

16:50 - 17:05
2014/24/EU Public Procurement: Where Do We Stand?
Thomas Spoormans, Acting Head of Unit Innovative and E-Procurement, DG GROWTH, European Commission

17:05 - 17:20
EIDAS: Update from the EU and Implication for Cross-Border Identity of Trading Partners
Andrea Servida, Head Unit E-Government and Trust, DG Connect, European Commission

17:30
End Day 1 of Exchange Summit 2016

18:30
Departure for the Networking Dinner Event

Tuesday, October 11, 2016

EXPERT SESSIONS: PSD2, STANDARDS AND INTEROPERABILITY, E-PROCUREMENT

09:00 – 09:50
A: Payments and Invoicing: Coming Together?
In this session we will update you on the key development in the payments world, including PSD2 Access to the Account, Instant Payments, Open API and Open Banking. In particular we will discuss whether and how this could influence the strategic developments in the e-invoicing world and what opportunities might arise.
Douwe Lycklama, Partner, Innopay

B: What Buyers and Suppliers Do not Need to Know about E-Invoicing and E-Procurement
The effective adoption of e-invoicing and e-procurement will be built on well defined, highly accessible, readily scalable and standards-based processes alongside a compelling call to action. The benefits are compelling and public sector adoption is moving ever-closer to being mandated. However, to fully unlock the benefits, the underlying delivery framework must address these key drivers. How can this be achieved?
- The role of standards
- Interoperability in a 4-corner model
- Mandatory adoption of e-Invoicing
- Charging rules within the 4-corner model
Tim Cole, COO, Causeway Technologies

C: Experience with the E-Procurement Portal of University of Vienna
- Directive 2014/24/EU on public procurement – what will change
- E-Procurement in the public sector – still at the beginning
- The convergence from procurement to invoicing – how far away are we?
Constantin Christiani, Chief Procurement Officer – CPO, Head of Facility
and Resources Management, University of Vienna

 

COUNTRY HIGHLIGHT SESSION: SWEDEN

10:00 - 10:30
How to Prepare and Facilitate E-Procurement in the Swedish Public Sector
- What is the current situation and what are the plans?
- Challenges when e-tendering must be implemented with new rules and electronic tools
- Can existing standards and building blocks facilitate the implementation of e-procurement?
- Can e-invoicing facilitate the progress of the whole end-to-end e-procurement?
Kerstin Wiss Holmdahl, Legal Counsel / E-Procurement, Legal Affairs Division, Swedish Association of Local Authorities and Regions

PANEL DISCUSSION: E-INVOICING IN PUBLIC PROCUREMENT

10:30 - 11:15
The Pressure Builds for Adoption of E-Invoicing in Public Procurement
- Status of the new EU core invoice standard to be implemented by all contracting authorities
- What are thissues and constraints
- How to deliver full savings from end-to-end automation?
- Stakeholders share their views
Moderator: Charles Bryant, Secretary General, EESPA
Panelists:
- Peter Norén, Head of unit implementation & sourcing of enterprise applications,
   The Swedish National Financial Management Authority
- André Hoddevik, Secretary General, OpenPEPPOL AISBL
- Constantin Christiani, Head of Facility and Ressources Management, University of Vienna
- Cyrille Sautereau, President of ADMAREL and Chair of the French National Forum of E-Invoicing
   (FNFE-MPE)
- Alis-Irena Riviere-Osipov, Legal Policy Officer, DG GROWTH, European Commission

11:15
Networking and Refreshments in the Exhibition

FOCUS SESSIONS: E-INVOICING IN CATALONIA, DIGITAL SUPPLIER COLLABORATION, EDI

11:45 – 12:15
A: From 1% to 90% of E-Invoices in 1 year: Experience in Catalonia
- How to deploy the E-Invoice in 2.250 public authorities
- Key success factors and benefits for providers and for public authorities
- What are the upsides and downsides so far?
Miquel Estapé Valls, Deputy Director, Consorci AOC - Open Government of Catalonia

B: Digital Supplier Collaboration for Driving Efficiency, Reducing Risk and Optimizing Working Capital
- End to end digital integration for working capital optimization
- Smart and secure to optimize processes and mitigate risks
- Open and innovative partnership for enhanced capability
- Global and scalable to give wide reach
Robert Grimes, SAP and Robert Barnes, Founder, PrimeRevenue

C:How to Successfully Send B2B E-Invoices in a Multi-Country / Multi-Format Environment
- Important facts & figures from our retail business
- Multiple requirements and solutions for EDI Invoicing throughout Europe in short time-to-market conditions
- Advantages of EDI project with central management but still local approach
- Big-bang or “phased” roll-out
Valentin Prutu, IT Support Application Coordinator EDI, BIC

FOCUS SESSIONS: INTEROPERABILITY AND COMPLIANCE, E-DOCUMENTS, UBL FOR INVOICES AND SHIPMENT DATA

12:25 – 12:55
A: How the EESPA Is Building Value for the E-Invoicing Community
- Progress on creating the interoperable eco-system
- EESPA's alliance with openPEPPOL
- Compliance challenges for EU and global developments
- How can we drive supply chain automation to a new level?
Moderator: Charles Bryant
Panelists: Marcus Laube, Ahti Allikas, Tim Cole

B: E-Documents in an SAP Environment
- What is the current situation on the customer side considering multinational business?
- How does Globalization Services at SAP support e-documents?
- Solution model for e-documents based on a framework and service approach
- Examples of e-document E2E processes and countries
Sascha Wenger and Olivia Vorstheim, SAP SE

C: MSC Belgium Goes UBL all the Way: From Invoices to Shipment Data
MSC Belgium NV is a 100% subsidiary of and acts as agent for Mediterranean Shipping Company SA, headquartered in Geneva, one of the largest container shipping companies worldwide. Based in the port of Antwerp, MSC’s major European hub, MSC Belgium serves the Belgian import & export market, and handles bookings and documentation for more than 1 million TEU container units per year. Executing a long-standing strategy of dematerialization of invoices, this now results in
- generating 30000 UBL XML customer invoices per month
- all supplier invoices entering the back-end systems as UBL XML (upgrading from paper or PDF
    as required)
- A practical approach to avoid the AP platform sirens: focus on the data, not the transport
- Extending the standard UBL invoice with shipment data for the transportation sector
Guido Dilles, E-Invoicing Project Lead, MSC Belgium NV

13:00
Networking and Lunch in the Exhibition

14:20 – 17:00
CEN/TC 434 E-Invoicing Public Conference (colocated)

14:20 Welcome and Opening of the CEN/TC 434 Public Conference
Andrea Caccia, Chairman of CEN/TC 434 on E-Invoicing

Part I. The European Standard on Electronic Invoicing

14:25 Introduction to the Political Context of the Work
Antonio Conte, European Commission

14:35 The Scope and Deliverables from CEN/TC 434
An overview of what will be provided and current state of play
Jostein Frømyr, CEN/TC 434 Management Team member

14:55 The Semantic Data Model
What does it actually look like?
Fred van Blommestein, CEN/TC 434 Management Team member

15:15 Benefits and Challenges as Seen from the Market
Introduction by key stakeholders and discussion
Representatives from suppliers (IBM/TBC), public buyers (Carmen Ciciriello, NHS), and service providers OpenPEPPOL (Sven Rasmussen) and EESPA (Charles Bryant)
Moderated by Andrea Caccia

15:40 Coffee Break

Part II. How the European Standard Will Be Implemented

16:00 Creating an Interoperable European Market
Introduction on the e-invoicing Directive and the policy objectives behind its introduction
Thomas Spoormans, EC representative

16:15 Practical Implementation in National Legislation
Presentation and discussion on how the provisions from the EU Directive can be transposed into national legislation
Policy representatives from European countries: Peter Noren (Sweden)
and Fabio Massimi (Italy)

16:45 Open Discussion

17:55 Closure of the CEN/TC 434 Public Conference
Andrea Caccia, Chairman of CEN/TC 434 on E-Invoicing<

 

ROUNDTABLES
14:30 - 15:15
Break free of your traditional conference sessions in these presentation-free roundtables. Set a focus on your favorite topic and gain 60 minutes of high-level peer-to-peer discussion and networking with other experts who wish to carry forward the topic.
Each session is facilitated by a moderator. No Powerpoint, no microphones, just you and your biggest challenges addressed as a group, by the group.
Limited to 25 persons per session

A: Public E-Procurement for SME
Gerhard Laga, The Austrian Federal Economic Chamber
B: The Future of VAT in a Digital World
Jos Feyaerts, CEO, InCoPro
C: Shared Smart Documents for Supply Chain Finance
András Kelen, Triad and Laszlo Palfalvi, Interstand Consulting
D: How Has Procure to Pay Automation Improved Your Internal Controls?
Chris Doxey, Doxey Inc.
E: E-Invoicing for SME's: How to Make it happen
Jaap Jan Niehus, Manager Simplerinvoicing, SIDN
F: Open Roundtable


15:15
Open Space for Networking and Refreshments in the Exhibition

15:45
Tombola

16:00
Exhibition closes

17:00
End of Exchange Summit 2016

Johannes von MulertJohannes von Mulert
Founder Exchange Summit

 

Contact:
Email: johannes.vonmulert@exchange-summit.com