E-Invoicing: Accelerating Digitization in the Supply Chain

Exchange Summit Americas
May 8 to 9, 2018 | Miami, FL, USA

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Agenda of the Exchange Summit Americas 2017

Tuesday, April 25, 2017

9.00
Opening of the Exchange Summit Americas

P2P EVOLUTION: TECHNOLOGY TRENDS, BLOCKCHAIN, ROBOTIC PROCESS MANAGEMENT

P2P Study
9.05
P2P Top Performance: Today and in the Future
- What does top performance look like for the P2P end to end process
- What the shift to customer centricity will mean to P2P
- How today's technology is likely to evolve and converge to address the supplier onboarding    challenge
- The evolution of P2P software, as influenced by today's Robotic Process Automation (RPA)    options and the evolution to a digital model
- How millennials, the first generation of "digital natives" will reshape the corporate world and the    P2P process as we know it
Bryan DeGraw, Senior Director, Finance Advisory, The Hackett Group, USA

9.40
The "How-to" of Blockchain Adoption: Piece-Meal or Full Course
- How is Blockchain leading to a different type of cooperation and thinking about databases?
- What are the major movers and shakers in the Blockchain world I should know about? Featuring    top 10-12 Blockchain platforms being built on, and top Blockchain enablers/accelerators
- What are the moving parts of a Blockchain solution from a high level conceptual perspective,    wether it's E-Invoicing or Supply Chain Finance?
- The evolution of P2P software, as influenced by today's Robotic Process Automation (RPA)    options and the evolution to a digital model
- What are some practical principles or steps needed to assimilate and act upon the use of   Blockchain within the corporate sector?
Javier Paz, Senior Analyst, Aite Group, USA

10.15
Networking Break in the Exhibition

GLOBAL BEST PRACTICES & DIGITIZATION

Insight LATAM
10.45
E-Invoicing as Leverage for a Digital Strategy - A Multi Country Approach in LATAM
Vinicius Pimentel de Freitas, Inter American Center of Tax Administrations CIAT, Brazil

Country Insight Australia
11.20
Australia the Global Show Case for E- Invoicing, Evolution, Opportunities and Next Steps
Peter Strong will discuss the importance of bringing a lot of businesses and government agencies into the process. The recognition of key activities and the potential barriers, the need to challenge ideology and laissez-faire economics, the importance of the software developers to the process and dealing with the big and small ‘P’ politics.
Peter Strong, CEO, Council of Small Business Organisations of Australia (COSBOA), Australia

Country Insight USA
11.55
US Adoption of E- Invoicing: Status Quo and Outlook
- Learn why the Federal Reserve is interested in E-Invoicing
- What are current challenges and opportunities of E-Invoicing in the U.S.
- Introduce the Business Payments Coalition, its body of work, and the efforts of the E-Invoicing    work group
- Call to action - how U.S. corporations, financial institutions, and service providers can be    involved with accelerating the adoption of E-Invoicing in the U.S. market
Todd M. Albers, Sr. Payments Consultant Payments, Standards and Outreach Group, Federal Reserve Bank of Minneapolis, USA

12.30
Lunch Break

STREAM A - GLOBAL E-INVOICING: STATUS QUO AND OUTLOOK

Country Insight Mexico
2.00
E-Invoicing in Mexico: The Current Situation, Challenges on the Way and Future Outlook
Adrian Guarneros, General Administrator for Tax Payer Services, SAT,Mexico

Insight Europe
2.35
Europe as a Global Showcase for E-Invoicing: The PEPPOL Approach, Status and Best Practices
André Hoddevik will present the European approach to E-Invoicing; focusing on legislative and standardization efforts and utilization of the role of the public sector as a big buyer and market driver. He will address the development at the European level and offer insight into the success story of PEPPOL-based E-Invoicing in Norway.
André Hoddevik , Head of the E-procurement Unit in the Department for Public Procurement, Norwegian Agency for Public Management and eGovernment (Difi) and Secretary General of OpenPEPPOL AISBL, Norway

Country Insight Japan
3.10
E-Invoicing in Japan: Status, Experiences and Next Steps
Takashi Takahashi, Assistant Director, Technology and Innovation Division, The Small and Medium Enterprise Agency, Japan
Hidekazu Enjo, UN/CEFACT, Japan

3.45
Ask the Expert: Room to Discuss Current Chances and Challenges with the Previous Speakers


3.55
Networking Break in the Exhibition

STREAM B - SUPPLIER ONBOARDING, AP PROCESS AUTOMATION, ROI

User Case Study
2.00
Optimizing E-Invoicing and the Siemens NAM Journey
- Siemens Electronic Invoicing Journey 2008-2016
- The vision for AP and E- Invoicing
- KPIs
- Implementation & onboarding strategies
- Results & lessons learned
- What’s next
Camille Hiltz, Manager, Accounts Payable/ICC Operations, Siemens, USA

User Case Study
2.35
Maximizing AP Performance Through Automation
- Utilizing E-Invoicing technology to drive excellence into your accounts payable organization    by lowering cost and increasing your value
- Transforming your AP landscape from transactional to analytical - less processing; more    analytics
- Improving customer centricity
- Utilizing robotics to take it to the next level
Brandi L. Crouch, Sr. Manager, Cash Management Solutions, EBS - Global Financial Services, Lockheed Martin Corporation, USA

Country Insight Peru
3.10
How E-Invoicing is Driving Financial Inclusion in Latin America
- Overview of the Latin American E-Invoicing model
- Strengths and weaknesses
- Opportunities and threats
- International standards vs. national specifications
- Lessons learned and lessons to learn from
Kenneth Bengtsson, Chair of the OASIS Business Document Exchange TC and Chair of the OASIS UBL Latin American Regional Subcommittee, Peru

3.45
E-Invoicing Expert User Panel: Best Practices & Lessons Learnt
Brandi L. Crouch, Lockheed Martin Corporation, USA
Kenneth Bengtsson, OASIS Business Document Exchange TC, OASIS UBL Latin American Regional Subcommittee, Peru
Camile Hiltz, Siemens, USA


3.55
Networking Break in the Exhibition

TRENDS & CHALLENGES IN PUBLIC PROCUREMENT

Panel Discussion
4.35
Public Procurement
With the ever changing regulation on E-Invoicing in public procurement and numerous initiatives at national level around the world, key success factors and obstacles in making these initiatives successful will be discussed.

Panelists amongst others:
Todd M. Albers, Sr. Payments Consultant Payments, Standards and Outreach Group, Federal Reserve Bank of Minneapolis, USA
Adrian Guarneros, General Administrator for Tax Payer Services, SAT, Mexico
André Hoddevik, Head of the E-Procurement Unit in the Department for Public Procurement, Norwegian Agency for Public Management and E-Government (Difi) and Secretary General of OpenPEPPOL AISBL, Norway
Peter Strong, CEO, Council of Small Business Organisations of Australia (COSBOA), Australia
Vinicius Pimentel de Freitas, Inter American Center of Tax Administrations CIAT , Brazil


5.15
End of Day 1

6.15
Networking Dinner
Vereon invites you to enjoy dinner and refreshments in an informal atmosphere. Use this opportunity to intensify your business contacts and grow your network!

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Wednesday, April 26, 2017

STREAM A - COMPLIANCE, RISK MANAGEMENT, DIGITIZATION

9.30
How Tax Compliance in the Cloud will Disrupt (E-)Business
- Compulsory invoice 'clearance' and real-time reporting are disrupting digital supply chains -    and the trend is just starting
- How will these large-scale government eavesdropping systems affect enterprises?
- What are the differences among compliance approaches in LATAM, Russia, Europe and Asia?
- What's best practice for business process platforms to overcome challenges of diversity and    continuous change?
Christiaan van der Valk, Company President, Trustweaver, Belgium

10.05
Digitization of the Supply Chain in Oil and Gas
- Regional imbalance of E-Invoicing in Oil & Gas
- Materials and services procurement, the predominance of non-discrete services and the    effects on E-Invoicing
- Self-Match Invoicing, when and what to catalog, use cases and common practices
- Drilling a deep water well is easier than deploying E-Invoicing, slow adoption rates using open    standards
- Large companies reuquire big assurances, data protection, ownership and security first,    e-commerce next
- The rise of supplier driven integration, E-Invoicing benefits are there for the supplier, how to    remove the complexity with an Order to Cash model
- B2G, is this the end of industry standards?
Chris Welsh, CEO, OFS Portal, USA


10.45
Networking Break in the Exhibition

STREAM B - SUPPLY CHAIN FINANCE

Case Study
9.30
How to Ensure Data Security for E- Invoicing
- Data risk awareness before E-Invoicing
- Establish E-Invoice capabilities vs. vendor solutions
- Good practices of procurment on E-Invoice projects for data loss prevention
- Testing data security before going live with E-Invoicing
Diego Escorza, AIG, Ecuador

10.05
Early E-Invoice Payment: Delivering Benefits to Buyers and Suppliers Alike
- Ways in which Electronic Invoicing resolves operational inefficiencies for both the corporates    and suppliers
- Leveraging early payment services (and the non-bank capital they offer) to enhance working    capital positions and finance expansion.
- How these technologies can improve overall supply chain relationships
Efthimis Gaitatzis, VP of Business Development Americas, Aztec Exchange, USA


10.40
Networking Break in the Exhibition

11.30
Break free of your traditional conference sessions in these presentation-free roundtables. Choose one of the following topics and gain 30 minutes of informal, peer-to-peer discussion facilitated by a leader in the field. No PowerPoint, just you and your biggest challenges addressed as a group, by the group.

Roundtables:
Blockchain
P2P Automation
Supply Chain Finance
Standards & Interoperability
 

 

Digitization - Standards - Interoperability

12.10
Digital Transformation: The Digitalization of the TAX Ecosystem
Tyler Bryson, Vice President of Sales, Marketing & Operations, Microsoft, USA

12.45
Networking Lunch in the Exhibition

2.15
Status Update Universal Business Language (UBL)
- Overview of the UBL specification development process
- Governance of the specification and plans for the future
- Status of the current developments of the specification, moving from UBL 2.1 to UBL 2.2
- Status of the UBL 2.2 specification release
G. Ken Holman, Co-Chairman OASIS Universal Business Language (UBL) Technical Committee, Canada

2.50
Making Electronic Invoicing Reliable Using 4-Cornered Networks
- What is a 4-cornered network
- 4-corners in practice: Real-world implementations and cases
- 2, 3 or 4 corners, what is the difference?
- Under the hood: Existing open standards for implementing 4-cornered networks
- UN/CEFACT and OASIS BDXR TC collaborative efforts for business document headers and envelopes
Kenneth Bengtsson, Chair of the OASIS Business Document Exchange TC and Chair of the OASIS UBL Latin American Regional Subcommittee, Peru

3.25
Networking and Refreshments in the Exhibition

4.00
End of the Exchange Summit Americas 2017

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