E-Invoicing / E-Billing Miami: Accelerator for Digitization

Exchange Summit
May 13 to 15, 2019 | Miami, FL, USA

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Agenda E-Invoicing Exchange Summit 2019 in Miami

Monday, May 13, 2019: Pre-Conference Day

↓ Conf 1   ↓ Conf 2

Are you working on an E-Invoicing or automation project? Do you have a great case study to share with the world? Then we want to hear from you and are happy to receive your suggestions for a presentation / speaker: call for speakers.

10.00 - 04.00
Deep Dive Workshop: Blockchain for Corporations
Facilitator: Enrico Camerinelli, Senior Analyst, Aite Group, USA
Blockchain has the potential to be the greatest and most disruptive technological innovation since the internet. Whilst on one hand it is a technical innovation, involving complex cryptography, coding and algorithms, on the other hand it is also a foundational technology, meaning that decision makers from the highest levels need to be involved in a company's blockchain strategy.
This workshop is for professionals looking to understand not only the basics of blockchain technology, but to dive deeper into the business applications and real-life functionality of the technology as it relates to corporate supply chains.
All attendees of the Exchange Summit can book this workshop as an ugrade, please register here.

10.00 - 12.30
E-Invoicing with PEPPOL - From a European Start to Global Reach
Join this seminar to learn more about the PEPPOL Interoperability Framework and how PEPPOL facilitate seamless E-Invoicing globally.
This seminar is open to all attendees of the Exchange Summit, please register here.

01.30 - 05.00
Business Payments Coalition E-Invoice Work Group Meeting
The Business Payments Coalition E-Invoice Work Group will hold a meeting to continue its efforts on building the set of requirements and recommendations for an E-Invoice Interoperability Framework for the U.S. The meeting is open to all conference attendees.
Get latest insights and download the Summary Report from the E-Invoice Interoperability Framework Preliminary Assessment Work Group: www.exchange-summit.com/ic
Topics for the meeting include:
- Requirements for an E-Invoice semantic model for the US, with cross border considerations
   with Mexico and Canada
- Recommendations for an electronic message document network for North America
- Define the recommended role and responsibilities of a governance organization
- Evaluate adoption models and strategies for increasing usage of electronic invoicing
This meeting is open to all attendees of the Exchange Summit, please register here.

06.00 - 09.00 Registration & Icebreaker Reception

 

Tuesday, May 14, 2019: Conference Day 1

↑ Pre-Conf   ↓ Conf 2

08.30 Registration and Welcome Coffee

09.00 Opening of the E-Invoicing Exchange Summit

Digitization & Technology Trends: Blockchain, Robotic Process Automation, AI


09.05 Keynote Session
P2P & E-Invoicing Overview: Trends and Innovations
This session will focus on how innovative technologies are giving new life to electronic invoices and new perspectives never considered before. While peer-to-peer applications change the way transactions are exchanged between supply chain partners, technology is not the hurdle to full adoption. This innovation brings along a change in culture and requires a setup of hard skills that are prepared to take a totally new perspective on topics like:
- The value of an E-Invoice starts long before the invoice is issued.
- Innovative technologies are increasing the value of E-Invoices. Let’s see how.
- Innovative peer-to-peer technologies claim to remove all intermediaries. Is that really true?
- Do we still need an invoice as we know it today?
Enrico Camerinelli, Senior Analyst, Aite Group, USA

E-Invoicing as Leverage for a Digital Strategy: Global Best Practice


09.40
E-Invoicing in Mexico: The Current Situation, Challenges on the Way and Future Outlook
- Brief overview over Mexico and its taxpayers structure
- Mexico E-Invoicing at a glance – CFDI: Type of current fiscal E-documents, E-Accounting
- Major benefits of E-Invoicing
- Main challenges
- Integration of new technology (Artificial intelligence, big data, analytics, RPA)
- Future outlook: Beyond E-Invoicing: payments, factoring, others
Patricia Marisol Arteaga Zúñiga, Central Administrator for Electronic Services and Procedures, Servicio de Administración Tributaria, Mexico

10.15 Networking Break in the Exhibition

10.45
An Activities Panorama of E-Invoicing over the Americas
- Common technologies, different approaches
- Common goals, different strategies
- Possible strategies for transnational enterprises
Vinicius Pimentel de Freitas, Head International E-Invoicing Coordination, CIAT, Panama

11.20
Towards a Global Interoperability Framework
- What do we mean by interoperability?
- Lessons from current frameworks and experience
- The business and technical scope and challenges to be addressed
- The components of a framework: data, delivery, identifiers, compliance, governance
Chris Welsh, Board Member, ConnectONCE, USA and Tim Cole, Chair of Interoperability, EESPA, Europe

11.55
Creating a Framework to Address E-Invoicing in the U.S.
The Business Payments Coalition is moving forward with creating an E-Invoice interoperability framework that:
- Defines an E-Invoice semantic model
- Provides a set of recommendation that support greater connectivity and interoperability
- Considers governance models for operating a U.S. framework
- Evaluates adoption strategies for the framework requirements
Todd Albers, Sr. Payments Consultant Payments, Standards and Outreach Group, Federal Reserve Bank of Minneapolis, USA

12.30 Networking Lunch and Exhibition

Stream A: Digitization & Compliance
Stream B: Blockchain, Legal Identity, RTP
02.00
Compliance and Digitization
Imagine the frictionless world in 2.5 years’ time: no paper invoices, absolute visibility, agile cash management. Lessons learnt from Europe and LATAM; Digitisation is not a simple paper swap out or a mass move to PDF invoicing. Digitisation is step up and automates validated compliance and archiving as a key part of the transactional process - Complexities in B2B and B2G mandates; defining standards is not synonymous to mass adoption. The business value of digitised services must be manifest in terms of
- Cost reduction for all parties
- Process transparency and visibility
- Removal of audit risks and cost: intrinsic compliance
- Improved cash flow
- Enablement of additional digitisation such as real-time reporting, early payment options and analytics
Ruud van Hilten, SVP, Strategic Business Development & Country Compliance, Tungsten Network, USA
02.00
E-Invoicing, E-Factoring and Blockchain are Coming to Africa - The Kenyan Project
- Readiness of African countries for E-Invoicing
- 16 years of Latin American experience applied in African market
- Implementing E-Invoicing/E-Factoring without a regulation
- Why Blockchain is so important for African current stage.
Mario Fernandez, CEO, Gosocket, Chile
02.35 User Case Study
E-Invoicing as Driver for Global, Commercial and Operational Digitization
What high functioning global companies require to leverage E-Invoice for compliance as a competitive advantage:
- Taking complexity out of the picture: how to simplify all 3 components (extraction, communication, compliance)
- Simple and integrated E2E E-Invoice solutions are the key to drive compliance and value
- Monitoring and alert as the proactive way to avoid impact to business: what does it mean from the business side that we discover early issues
- Why a E-Invoice network can be the best offer in the industry: how availability, resilience, disaster recovery can impact our business
- Anticipate the needs, how leveraging the unique relationship providers have with the authorities can benefit companies to be ready
Alfredo Rivera, Global O2C B2G Service Manager, Procter & Gamble, Costa Rica
02.35
Sovrin Global Identity Network - Solving the Trust Issues of the Digital Age
- How the government can start to do the things that it does today in paper, which it underpins the economy - Money exists because the government says so
- Businesses exist because the government registers them and allows them to operate
- Laws and so forth of the government allow commerce to occur
- No way of doing that in the digital economy right now there’s no business models in the digital economy other than basically buying stuff and getting your data exploited for advertising. - We now have any way of extending the trust of business/government into the digital realm in a way that is trustworthy
- This allows commerce to reduce the data hoarding problem and only store what is necessary - How verifiable credentials work
- What can it do for you
Mike Lodder, Security Maven, Sovrin Foundation - Identity for All, Sovrin, USA
03.10
The SAP Users' Business Cases for E-Invoicing/ e-Reporting Compliance
Foriba, Italy
03.10
The Latest Developments in Real Time Payments & The Reinvention of Bill Pay
- RTP® turned 1 in November of 2018, find out who is connected, the use cases being leveraged and where corporations and their financial institutions are look toward in the future
- Highlights of the changing environment for the world of bill pay receivables and how functionality in RTP® can help address fundamental pain-pain points
- An overview of the design thinking journey taken by The Clearing House with both retail and wholesale banks to re-envision the end to end bill pay experience from the eyes of billers and bill payers
- Understand how these same capabilities will help to drive forward the world of B2B payments
Peter Davey, VP Payment Innovation, The Clearing House, USA


03.45 Networking Break in the Exhibition

04.15 Panel Discussion
What Should be the Next Steps for Truly Global Interoperability?

This session brings together a panel of thought leaders to discuss how to build on the various successful regional and national initiatives and models for interoperability to create a truly global approach.
• Managing diversity and commonality - where are the pressure points?
• What is working consistently and why?
• Is there a recognisable standards 'stack' that could underpin a global approach?
• Bridging document standards used by industry and public sector: ANSI, EDIFACT, UBL and        European Norm?
• How to reconcile different business, fiscal and legal models?
• Building consensus and an alliance of stakeholders.
Todd Albers, Sr. Payments Consultant Payments, Standards and Outreach Group, Federal Reserve Bank of Minneapolis, USA
André Hoddevik, OpenPEPPOL AISBL, Belgium
Patricia Marisol Arteaga Zúñiga, Central Administrator for Electronic Services and Procedures, Servicio de Administración Tributaria, Mexico
Vinicius Pimentel de Freitas, Head International E-Invoicing Coordination, CIAT, Panama
To be confirmed, Amexipac, Mexico
Moderator: Charles Bryant Secretary General EESPA, Belgium


05.15 End of Day One

06.15 Networking Dinner
All participants and speakers are invited to enjoy dinner and refreshments in an informal atmosphere. Use this perfect opportunity to intensify your business contacts and grow your network.

 

Wednesday, May 15, 2019: Conference Day 2

↑ Pre-Conf   ↑ Conf 1

08.30 Welcome Coffee

09.30
PEPPOL - From European to Global E-Invoicing and E-Procurement Interoperability
- The PEPPOL Interoperability Framework and its main concepts
- The use of PEPPOL in Europe and beyond
- The benefits of PEPPOL – experiences so far
- The next steps towards global interoperability
André Hoddevik, OpenPEPPOL AISBL, Belgium

Stream A: Automation & Digitization
Stream B: Technology, Big Data & AI
10.05 User Case Study
Digital Supply Chain: How Automation & Digitization Will Change the Way We Work
- Learn how healthcare is leveraging integrated information management platforms to improve service and reduce costs
- Learn how to implement a digital supply chain strategy across a shared service
- Learn about successful supplier onboarding
- Learn how to step through this strategic process
Erich R. Heneke, Director - Business Integrity & Continuity Supply Chain Management, Mayo Clinic, USA
10.05 User Case Study
Complex Simplicity: Designing, Pitching & Executing Elegant E-Invoicing Strategy
Tomasz Spluszka, E- Invoicing Consultant, Comarch, Poland


10.40 Networking Break in the Exhibition

Stream A: Automation & Digitization
Stream B: Technology, Big Data & AI
11.10 User Case Study
Transforming Your Shared Service Operation to a Touchless Environment by:
- Eliminating manual processes to provide the right fit since one size does not fit all
- Identifying an agnostic solution that is scalable, easy to implement and provides early ROI
- Providing significant reduction in processing times to provide the opportunities to maximize working capital
- Maintaining robust controls to mitigate the risk of fraud and identify potential opportunities for improvement
- Achieving and sustaining best demonstrated practices
Fidel Coutou, Senior Director, Shared Services, Rogers Communications Canada Inc., Canada
11.10
Big Data and AI in Electronic Trade
- Electronic trade standardization and simplification using AI, blockchain and self-service
- What can you do with 1.5 billion pieces of information per day?
- Adding value to your business with Business Transaction Analytics
- Putting AI to work: advanced credit profiling and supplier performance use cases
Kenneth Bengtsson, Co-chair of UBL Payments and Finance Subcommittee, Chair of the OASIS Business Document Exchange (BDXR) Technical Committee, Peru and Ger Clancy, Offering Manager eInvoicing & PEPPOL, IBM, Ireland


11.45 Roundtable Sessions
Discuss the most pressing business-relevant topics with your peers and gain valuebale information
 • 4 Corner Model, Standards and Interoperability
 • Compliance and Real Time Tax Clearance
 • E-Invoicing Cooperations with European B2B Networks
 • Blockchain - bridging smart invoices and payments
 • Digital Identity
 • AI and Robotics

12.30 Networking Lunch and Exhibition

Practioner Expert Session: Global Best Practice – Lessons Learned and Next Steps


02.00 User Case Study
Fiscal & Legal Paperless – Electronic Invoicing from LAT to Europe
- VAT reporting vs. E-Invoicing
- Nokia & Alcatel Lucent – NextGen ERP strategy of E-invoicing
- Nokia Strategy – Global Paperless Program
- What comes next?
- E-Invoicing archiving compliance
- Lessons learned
Viviane Assis de Carvalho Morais, Nokia Networks - CIO Digital Core, IT Project Manager - Electronic Invoicing / Global Paperless, Nokia, Brazil

02.35 User Case Study
Complex Simplicity: Designing, Pitching & Executing Elegant E-Invoicing Strategy
- Overview: GE Global Operations history
- Design: S2P toolkit (ERS, eInvoice, OCR) + process principles
- Pitch: Achieving buy-in w/ clear KPI & cost models
- Execute: Lessons learned, best practice & helpful anecdotes
- Parting Thoughts: AI & RPA quick hits, additional toolkit items
Chauncey St. John, Global Process Leader - Healthcare, Source to Pay, GE Global Operations, USA

03.10 User Case Study
Lessons Learned from Implementing E-Invoicing in LATAM
- How E-Invoicing was implemented
- Supplier Onboarding
- Benefits and other implementations after E-Invoicing
- Future projects
Iris Martinez, Technology Business Partner - Hispanoamerica, Pearson Educacion de Mexico, Mexico

03.45 Closing Remarks and Outlook

03.50 Farewell Coffee and Networking

04.00 End of the E-Invoicing Exchange Summit

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