E-Invoicing / E-Billing: Accelerator for Digitization

Exchange Summit
October 8 to 9, 2018 | Berlin, Germany

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"Full to the brim with relevant topics and contributors and a very friendly environment to informally meet and discuss with subject matter experts."
Declan McCormack, Office of Government Procurement, Ireland

The adoption of E-Invoicing is now happening at a very fast pace and on a global scale. Several governmental activities are in place promoting E-Invoicing as part of the digitization, and making it mandatory at an increasing speed. Real-time reporting and Clearance models are in place already in many regions of the world.

Taking into strong consideration these important developments we are currently creating the agenda for the 17th Exchange Summit in Berlin. Many high-level speakers have already confirmed their engagement, and there will be more to come in the next weeks.

Register now and be part of the discussion with the industry.

Agenda of the Exchange Summit 2018

Sunday, October 7: Icebreaker

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

Monday, October 8: Conference Day 1

↓ Day 2

Registration and Welcome Coffee (08:00-09:30)
Welcome and Opening (09:30-09:35)
Keynote (09:35-10:15)
Applications Have Ruled, Accurate Data Will Prevail!
- How to connect an ecosystem of heterogeneous players and multiple instances of ERP systems
- One connection for global compliance?
Bengt Nilsson, Co-Chair EESPA and CEO Pagero, Sweden
Networking Break and Exhibition (10:15-11:00)
A: Regional Highlights
B: Technology and Innovation
C: Best Practices
A-1: E-Invoicing in Germany: Current Situation and Upcoming Developments

- Market status and overview: public and private sector
- Legislation and how it is put into practice
- Lighthouse projects in the public sector
- Latest results from the ""VeR Planspiel""
- What you may expect in the next two years

Stefan Gross, Chairman of the Board, E-Invoice Alliance Germany - Verband elektronische Rechnung (VeR), Germany
(Presentation held in German)
B-1: Blockchain from the FinTech View

How can we create a new, decentralized system to support the financial supply chain (business identities, exchange of documents and services on top) on a global scale? Maex will describe a vision for creating a new way to freely transact, collaborate, and establish a shared identity and reputation across networks. A key focus will be how third parties can provide financial services within such a system, providing a new way of adding value and with that monetization for participating networks. He will give examples of early adopters leveraging such blockchain based operating systems in the real world.

Maex Ament, CEO & Founder, Centrifuge, Germany
C-1: Nokia: Electronic Invoicing in a Multi-Country, Multi-Format, Multi-Digital Environment

- Fiscal & Legal: paperless as a worldwide concern
- Two different strategic approaches for paperless: Nokia (decentralized, localized) - Alcatel-Lucent (centralized, global)
- The Nokia answer: a worldwide multi-services platform
- Archiving compliance
- Nokia business case and achievements: countries, volumes, customer

Guillaume Hatt, IT, Order Management & Invoicing Team Lead, Nokia, France
A-2: E-Invoicing in Germany: The Federal E-Invoicing Portal in Germany
Stefan Werres, Federal Ministry of the Interior, Building and Community and
Fred Kellermann, Federal Ministry of Finance, Germany
(Presentation held in German)
B-2: The Zero Corner Model: Communication over Distributed Data and the Shared Smart Document Principle
András Kelen, CEO, Triad and Member of the European Multi-Stakeholder Forum on Electronic Invoicing, Hungary
C-2: How to Successfully Receive Over 230´000 E-Invoices per Month in 35+ Countries

- Onboarding Suppliers: decentralized vs. centralized approach
- The top 3 success factors for global e-invoicing
- Our next challenges: Roll-out in India, Chile, China

Benedikt Zimmermann-Kuehne, Head of E-Invoicing Solutions, Kuehne + Nagel Management AG, Switzerland
Lunch Break (12:05-13:30)
A-3: The German Management Project E-Invoicing

- E-Invoicing implementation in Bremen based on a PEPPOL infrastructure
- The journey of a XRechnung

Peter Büsing, Ministry of Finance, Free Hanseatic City of Bremen, Germany
(Presentation held in German)
B-3: Digital Identity Solutions
 
Sovrin Global Identity Network – Solving the Trust Issues of the Digital Age

The rise of distributed ledger technologies (DLT), have given rise to new types of ecosystems where businesses, public organisations and individuals can form trust relationships without involving middlemen. Sovrin is the leading initiative aiming to solve the challenge of being able to trust information exchanged over the Internet. Sovrin is a global, decentralised identity network that delivers the Internet’s missing identity layer. It allows people and organisations to create portable, digital identities which they themselves fully control. This provides for all kinds of rich digital interactions: KYC, invoicing, contract and transaction signing, permits, mandates and more.

Markus Hautala, Head of Blockchain Solutions, Tieto, Finland
 
Digital Identity for Legal Entities

Around the world, most countries have established registration authorities for legal entities. Some have also started to use X.509 certificates for granting digital IDs, e.g. eIDAS regulation in Europe. This comes at a time when newer concepts like Blockchain promise to solve the identity distribution and representation. Bringing this all together seems to be the logical next step and will be the foundation of this presentation.

Stephan Wolf, CEO, Global Legal Entity Identifier Foundation (GLEIF), Switzerland
 
GS1's Approach for Building a Legal Identity

Details to follow.

Klaus Förderer, Senior Manager eBusiness/GDSN and Rainer Räbiger, Programme Manager LEI, GS1 Germany
C-3: On the path to a Pan-European EIPP eco-system

- Harmonisation needs and minimum common requirements for enabling pan-European EIPP services
- ISO 20022 based messages for EIPP request-to-pay
- Next possible steps towards a pan-European EIPP interoperable eco-system

Massimo Battistella, Manager Administration Services, Telecom Italia and co-Chair of EPC Multi-Stakeholder Group on EIPP, Italy
A-4: Current Status of the E-Invoicing Mandate in Italy: Challenges and Opportunities for Organizations and the Economy
Fabio Massimi, Engineer & Project Manager, AGID - Agency for a Digital Italy
B-4: Digital Identity Panel:
The Way Towards a Unique Global Digital Identity

- Is that realistic?
- Can or should this be government mandated or driven?
- What role does tech play here?

- Stephan Wolf, CEO, Global Legal Entity Identifier Foundation (GLEIF), Switzerland
- Markus Hautala, Head of Blockchain Solutions, Tieto, Finland
- Klaus Förderer, Senior Manager eBusiness/GDSN and Rainer Räbiger, Programme Manager LEI, GS1 Germany
- Todd Albers, Sr. Payments Consultant Payments, Standards and Outreach Group, Federal Reserve Bank of Minneapolis, USA
Moderation: Maex Ament, CEO & Founder, Centrifuge, Germany
C-4: How to Successfully Onboard Suppliers to E-Invoicing in an International Environment

E-Invoicing means for our suppliers and us to jointly optimize a substantial part of the purchase-to-pay process (PtP). Our goal is to increase quality, efficiency and speed, but also process transparency and to enable additive added value by digitizing invoices. In short, a promising starting point for both sides! But with the knowledge alone, it is not done. A goal-oriented strategy is needed in order to successfully onboard suppliers. Starting with the selection of suitable tools or providers, about a well-thought-out stakeholder management to a clearly defined and coordinated roll-out strategy: you can do a lot right, but also wrong. Our experience has shown how much more soft factors - internal conviction, joint appearance and giving incentives - can decide on success and failure. I would like to invite you to participate in our journey and exchange experiences and lessons learnt.

Peter Stotzem, Global Process Owner Accounts Payable, Services Accounting/Finance, innogy SE, Germany
A-5: Digital Link of the Financial and Physical Supply Chain: E-Invoicing and Beyond in Kazakhstan

Traceability of good, E-Invoicing and beyond in Kazakhstan. From Bill of Lading to Digital Data Warehouse.

Anvar Sadykov, E-Invoicing consultant of Ministry of Finance of Republic of Kazakhstan
C-5: 30 Years of E-Invoicing: The Engine of Digital Transformation

- Drivers of digitized sales and procurement processes: Where are the cost savings and added value?
- B2B, B2G, B2C and B2T: Which global standards and solutions are available in which country?
- Clearance and Post Audit: Software Application or Cloud Solution?
- What are the Key Success Factors for international E-Invoicing Strategies?

Rolf Wessel, Project Manager UN/CEFACT, Product Manager SEEBURGER AG, Germany
Networking Break and Exhibition (15:10-15:40)
Round Tables (15:40-16:10)
Onboarding, Cross-border, Analytics, Interoperability, Metrics, Eurasian Economic Union...
Panel Discussions (16:15-17:00)
A-6: Clearance Models & Real-Time Tax Reporting & Mandates
- Vinicius Pimentel de Freitas, Chief International E-Invoicing Coordination, CIAT, Panama
- Lucien Gimenez, Expert in Audit and E-Invoicing, France
- William Drakos, Managing Director, Impact, Greece
and others to be confirmed
Moderation: Christoph Zenner, Partner and Ellen Cortvriend, Director, PwC, Belgium
B-6: Will Blockchain reinvent the Financial Supply Chain?
This panel of experts will discuss how Blockchain technology could redefine how we trade and collaborate across the financial supply chain. Different views are discussed, like supplier, customer, e-Invoicing networks, regulation or standardization, and financial services. Those parties share their view on how procurement, invoicing and payment could be improved or even reinvented using this new technology. Finally, the participants will share their opinion on future opportunities for new business models, processes, and services that Blockchain might enable in our space.
- Nils Gagelmann, BASF, Germany
- Marcus Laube, Chairman European Fintech Alliance and Co-Chair EESPA, Belgium
- G. Ken Holman - Chair of OASIS Universal Business Language (UBL) Technical Committee, Advisor to BBILLER.com Supply chain on the Blockchain, Canada
- Andrea Caccia, Chairman, CEN/CENELEC focus group on Blockchains and DLT, Italy
- Commerzbank, Germany
Moderation: Maex Ament CEO & Founder, Centrifuge, Germany
Keynote (17:05-17:35)
A-7: The Future of Cash and Invoices in a Blockchain Economy:
Will We Need Invoices at all in 2030?

Prof. Roman Beck, IT University of Copenhagen, BusinessIT Department
and European Blockchain Center, Denmark
Individual Meetings and Networking (17:35-18:30)
Networking Dinner Event (18:30-22:30)

 

Tuesday, October 9: Conference Day 2

↑ Day 1

Welcome Coffee (08:30-09:00)
A: Regional Highlights
B: Technology and Innovation
C: Best Practices
A-8: Making a Success of the New European Core Invoice Standard: Update From CEN/TC 434 - Electronic Invoicing

- The European Standard on eInvoicing at work: implementation in EU
- CIUS, Registry services, extensions: support the use of the standard in EU and beyond

Andrea Caccia, Chairman of CEN/TC 434 on E-Invoicing, European Committee for Standardisation, Italy
B-8: Network 4.0: The Oil & Gas Industry’s End-to-End Digital Transformation Journey

- Network 1.0 through 3.0: The emergence of XML and PIDX standards for Oil & Gas
- An industry too complex for the standard Industry Business Network (IBN) adopted by automotive industry
- Bridging the gap between the standard IBN and the strategy Oil & Gas industry needs to move forward in an end-to-end digital Network 4.0

Chris Welsh, CEO, OFS Portal, USA
C-8: Multi-format Handling and Successful Processing on the Receiver´s Side with a Focus on Crossborder E-Invoicing

Scanning paper is a ""simple"" way to start with invoice processing. Nevertheless, receiving E-Invoices reduces human efforts for capturing and validating data but requires more technical and organizational capacity. This lecture points out the receiver’s challenges and solutions for receiving E-Invoices, with a special focus on crossborder e-invoicing and the handling of several different formats.

Dietmar Weiß, Expert for ECM and Invoice Processing, DWB, Germany
A-9: Towards Standardization of E-Procurement: Update from CEN/TC 440 – Electronic Public Procurement

- State of play and planned activities for standardisation in public eProcurement
- The role of CEN/TC 440 in a coordinated approach towards standards in P2P

Jostein Fromyr, Chairman, CEN/TC 440 - Electronic Public Procurement, Norway
B-9: Blockchain and Its Implications on E-Invoicing

- 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?

Mario Fernandez, CEO, Gosocket, Chile
C-9: The Procure to Pay (P2P) Playbook: Metrics to Track Automation and Compliance

- Gain an understanding of the top P2P metrics used in the industry today and how these metrics can be used to track automation and compliance success
- Determine how metrics can be leveraged for root cause analysis and in continuous controls monitoring processes
- Utilize the “playbook” approach to identify additional automation opportunities with suggested scorecards, templates and toolkits
- Learn how metrics can help you determine the key linkages within the supplier master, invoice and payment processes with an end to end P2P “playbook” approach
- Determine how a good implementation of a P2P metrics program can positively impact continuous process improvements by providing additional visibility

Chris Doxey, President, Doxey Inc., USA
A-10: Moving the Market Forward with Selecting an E-Invoice Standard for the U.S.

The Business Payments Coalition released a catalog of electronic invoice technical standards and is now working towards developing a interoperability framework for increasing the exchange e-invoices. In this session, you will hear:
- Key findings from the Catalog of Electronic Invoice Technical Standards
- How the Federal Reserve is supporting the Business Payments Coalition
- Approach and roadmap the Business Payments Coalition is taking towards selecting an E-Invoicing standard

Todd Albers, Sr. Payments Consultant Payments, Standards and Outreach Group, Federal Reserve Bank of Minneapolis, USA
C-10: E-Invoicing at TÜV Süd

Challenges of the project for more than 15.000 partners in B2B/B2C area and heterogeneous company structure
- Initial situation and project goals
- Onboarding process - suitable approach for B2B and B2C
- How to achieve E-Invoicing acceptance?
- Challenges and lessons learned

Wolfgang Eichler, Head Process Management, TÜV Süd AG, Germany
Dariusz Biernacki, Head of Business Development, Comarch AG
Networking Break and Exhibition (10:40-11:10)
Plenary
A-11: PEPPOL, the Easy Way to Seamless E-Invoicing

This presentation will showcase how OpenPEPPOL has established an interoperability framework within Europe and beyond.

Andre Hoddevik, Secretary General, OpenPEPPOL, Norway
Panel Discussion (11:30-12:15)
A-12: Innovation in Procurement
André Hoddevik, Secretary General, OpenPEPPOL AISBL, Norway
Nikita Stampa, Head of Unit Innovative and e-procurement, DG GROW, European Commission, Belgium
Jostein Frømyr, General Manager, Edisys Consulting AS
Moderation: Charles Bryant, Secretary General of EESPA, Belgium
Lunch Break (12:15-13:30)
A: Regional Highlights
B: Technology and Innovation
C: Best Practices
A-13: E-Invoicing in The Netherlands: Communication is Key for Awareness Building and Convincing Local Governments to Successfully Implement E-Invoicing

- Introduction Dutch context
- Our overall communications strategy and why it is important to have one
- Concrete actions taken with examples of the media mix used
- Towards milestone 18 april 2019; what are the results and what do we conclude so far?

Kornelis Drijfhout, Head of Unit eInvoicing and
Pieter Keestra, Senior Communications Specialist, Ministry of Economic Affairs, The Netherlands
B-13: Supply Chain Impact on Working Capital and Funding Requirements

- The tangible financial impact of effective or ineffective supply chain management on working capital driving a requirement for liquidity - Access to funding / liquidity for SMEs - SMEs attitude to funding

Anthony Persse, EVP Financial Solutions, Proactis, United Kingdom
C-13:tbd

tbd
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to be published soon
Plenary
A-14: EESPA Panel on Industry Trends (14:05-14:35)

- Building the interoperable eco-system
- Responding to European and global developments
- Next steps for supply chain automation

- Marcus Laube, Crossinx, Germany
- Tim Cole, Causeway Technologies
- Christiaan van der Valk, Sovos/TrustWeaver, Sweden
- Gary Benson, Tungsten Network, United Kingdom
- Patrick Schuller, Cegedim e-business, France
Moderation: Charles Bryant, Secretary General of EESPA, Belgium
A-15: Compliance: Global trend towards real-Time VAT controls (14:40-15:10)
Christiaan van der Valk, President, TrustWeaver, Sweden
Networking Break and Exhibition (15:10-15:40)
Individual Meetings and Networking
PEPPOL E-Invoicing as the Driver for Standardization of the Procurement Process
OpenPEPPOL Meeting:
Right after the conference a meeting on behalf of OpenPEPPOL will take place. Delegates of the Exchange Summit are invited to attend the meeting free of charge. Please indicate your wish to attend in the registration form.

- The nature of the 4-Corner Model and its impact on the market
- The value of the agreement framework and its ability to ensure compliance and interoperability
- The collaboration model and alignment with legislation
Closing of Exchange Summit 2018 (17:30)


↑ Day 1

Wednesday, October 10: Workshops

Workshop A Workshop B

The Uses of Cryptography and Blockchain for E-Invoicing and Business

Looking beyond the hype of blockchain, there are implications on business practices and business asset management that are brought about by the uses of cryptography and blockchain technologies.

This workshop looks at the present and possible future uses of these technologies in business contexts, without the presumption that blockchain is or is not the answer to all woes and requirements. What are the properties of these technologies and how can one assess their appropriateness in our organizations?

FACILITATOR

G. Ken Holman Chair of OASIS Universal Business Language (UBL) Technical Committee, Advisor to BBILLER.com Supply chain on the Blockchain

WORKSHOP HIGHLIGHTS

- Welcome, Introduction and Expectations
- Cryptographic Techniques Useful for Business and the Blockchain
- Case Study: Blockchain for Invoicing Processes
- Other Blockchain Applications for E-Invoicing and Business
- Conclusion and Q&A

SCHEDULE

08:30 Registration and Welcome Coffee
09:00 Begin Workshop
10:15 Coffee Break
12:15 End Workshop and Networking Lunch

VAT Compliance V2.0: Learn How to Stop Panic-Fixing New Local E-Invoicing and Other Real-Time VAT Compliance Mandates

This workshop has been especially designed to answer the most pressing questions of VAT managers of multinational companies. It examines the impact of the tectonic shifts in VAT compliance we are currently facing and it measures the impact of real-time tax controls on global businesses.

Participants in this workshop will be guided through the full checklist of strategy topics that an international business must consider to keep consistency, stay competitive and maximize growth without building up an unmanageable debt of varying local point solutions to meet short mandate deadlines.

A main workshop objective is to advise tax managers how to proceed and how to prepare for a global strategy. Although a full range of information will be provided, participants are explicitly invited to share their experiences, to join an open discussion and to search for new best solutions.

FACILITATOR

Christiaan van der Valk, TrustWeaver/Sovos

WORKSHOP HIGHLIGHTS

Quantum jumps in VAT Compliance - What is VAT Compliance version 2.0?
Europe’s disorderly transformation
Recent experiences with real-time invoice controls
Your accounts in the Cloud, courtesy of the tax administration – Security, Data Privacy, Analytics
Where will the next real-time controls mandate come from?
Harmonizing VAT Compliance V2.0
VAT Compliance V2.0 and the next wave of tech innovation


Quantum jumps in VAT Compliance - What is VAT Compliance version 2.0?
Tax administrations are rapidly implementing real-time or near-real-time transaction controls, transforming not just tax collection but also business practice. Understand and learn how to withstand the real-time tax controls tide.

Europe’s disorderly transformation
Yes, also Europe is migrating from retroactive audits to mandatory real-time business transaction controls. Major differences among countries that have started this journey – such as Portugal, Spain, Italy and Hungary – however show that there has so far been little to no coordination among EU member states.
- How will this affect the EU’s policy objective of making e-invoicing the predominant form of invoicing by 2020?
- What has been the European experience so far, and how does the European Commission look at these developments?

Recent experiences with real-time invoice controls
VAT Compliance V2.0 has been a reality in some countries for many years – in certain cases up to a decade. What can other tax administrations and businesses learn from these experiences?

Your accounts in the Cloud, courtesy of the tax administration – Security, Data Privacy, Analytics
The ultimate goal of collecting granular business transaction data prior to or just after the invoicing process appears to be for tax administrations to construct their own version of business transactions and assets.
- What do tax administrations currently do with such business data, and what do they plan to do in the future?
- What safeguards are in place against misuse or security breach?
- Are there benefits for businesses to have all or part of their accounts maintained by the tax administration?
- How does this affect traditional tax audits?

Where will the next real-time controls mandate come from?
How are countries that don’t have mandatory real-time VAT invoicing controls today looking to leveraging technology to change their traditional tax collection practices?

Harmonizing VAT Compliance V2.0
Every country that has started to implement real-time transaction controls of some kind has done this in their own unique way. With such large sums already invested in infrastructure, processes and message specifications, is there any hope of harmonization – or at least increased consistency among these regimes?

VAT Compliance V2.0 and the next wave of tech innovation
Governments and businesses alike are experimenting with blockchain and artificial intelligence. What are the principal realistic use cases, and how do these impact VAT compliance – especially real-time controls?

SCHEDULE

08:30 Registration and Welcome Coffee
09:00 Begin Workshop
12:00 Networking Lunch
16:30 End Workshop

Coffee Breaks will be arranged flexibly

 

↑ Day 1