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

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The seats for both workshops are limited.

Monday April 24th

Morning Workshop
9 a.m. – 12.30 p.m.

How Automating Your P2P Controls Can Mitigate Risk

Given today's turbulent supply markets and volatile global business environment, Procure to Pay (P2P) professionals need to be in a position to make timely decisions about their suppliers and to properly manage risk. We suggest that an automated internal controls process can support a formal, structured risk management capability. This approach creates visibility into supplier performance and also spotlights supplier risk issues and enables additional supplier collaboration.

Workshop Objectives
This hands on and interactive workshop takes a look into internal controls and risk management best practices for the P2P process and takes things a step further by exploring the benefits of continuous controls monitoring (CCM) and continuous transition monitoring (CTM). Attendees will learn how the tools available today can help mitigate risk within their P2P process which can help prevent cash leakage. This workshop will also provide examples of how CCM and CTM tools can help with root cause analysis and provide additional supplier analytics throughout the Supplier Management Lifecycle. Lastly, the attendees will receive the Top Ten Supplier Management Best Practices and the Top Twenty Accounts Payable Internal Controls.

According to Gartner, continuous controls monitoring (CCM) is defined as a set of technologies to reduce business losses through continuous monitoring and reducing the cost of audits through continuous auditing of the controls in financial and other transactional applications. CCM tests an existing control to determine whether it is operating correctly. Now if we add continuous transaction monitoring (CTM) to our arsenal of P2P risk mitigation, we’re testing a transaction for integrity after it’s been processed. CTM determines if the transaction, such as an invoice, has been processed correctly. CTM can help a P2P professional design or re-design processes, policies, and specific controls. CTM also validates the adequacy of the transactional controls that are already in place and can assist with identifying stronger detective controls.

Workshop Leader

Chris Doxey held senior finance and controller positions at Digital Equipment Corporation, Compaq, and Hewlett Packard which allowed her to develop and implement standards of internal control and leading practices for all aspects of financial operations, She was recruited to assist WorldCom (MCI) with the implementation of internal controls, policies, and corporate governance. She fine-tuned her consulting experience at APEX Analytix and BSI Healthcare.
Chris works with several global clients which include one of the world’s largest ERP solution providers, and a global accounts payable recovery firm. She was the project leader for the implementation of self- audit tool and reporting tool for the accounts payable process. She is currently leading a global P2P analytics project and is a member of the B2B Business Directory Steering Committee, and the eInvoicing Work Group sponsored by the Federal Reserve Bank of Minneapolis. Chris also consults with NACHA.
Chris is a member of the Institute of Internal Auditors (IIA), the Institute for Internal Controls (The IIC), and the Institute of Management Accountants (IMA). She is a board member of the IMA’s Ethics Committee and Research Foundation. She is also a member of the advisory board for The IIC. She is a writer and speaker for the IOFM’s AP/P2P and AR/O2C networks. Chris a sought after speaker at global conferences and presents several webinars each year. As a published author, she writes numerous blogs and whitepapers in the P2P automation, risk management, and GRC space.
She holds a bachelor's degree in English, a bachelor's in accounting, a master's in business administration, and has a graduate certificate in project management.


Each delegate will receive a course certificate for attendance and successful participation after the workshop


Afternoon Workshop
1.30 p.m. – 5 p.m.


Introduction to Universal Business Language (UBL)

UBL is the product of an international effort to define a royalty-free library of standard electronic XML business documents such as purchase orders and invoices. Developed in an open and accountable OASIS Technical Committee with participation from a variety of industry data standards organizations, UBL is designed to plug directly into existing business, legal, auditing, and records management practices, eliminating the re-keying of data in existing fax- and paper-based supply chains and providing an entry point into electronic commerce for small and medium-sized businesses.

This introductory workshop overviews the steps necessary to consider how and where to use UBL in a solution for all parties in a business scenario.

Workshop Objectives
Attendees of the Introduction to UBL workshop will learn the role of the OASIS Universal Business Language, internationally standardized as ISO/IEC 19845 and adopted by countries and companies worldwide. Used for procurement, e-Invoicing and transportation logistics, this open and free-to-use XML vocabulary can be embraced by any organization to satisfy an electronic format for important business documents.

There are many artefacts found and methodologies described in the Universal Business Language (UBL) deliverables. Without an awareness of the roles played by these, UBL can be perceived more complex or considered "too hard" to tackle successfully. This technically-oriented workshop is written for both the user of UBL and technical manager. For the implementer and specifying authority it is important to understand candidate opportunities to work with the artefacts and to gain hands-on experience in their use and applicability in the context of the documented methodologies and deployment strategies.

The following topics are covered through the workshop:

Introduction to UBL

  • Parties, document types and profiles - use case and business documents
  • Information items - data description spreadsheets
  • Model conventions - naming and design rules
  • Model semantics - data dictionary
  • Documents and document models
  • Reference to methodology for code list and value validation
  • Customization and system design considerations
  • Specification governance and committee procedures

Further information on the topic is available under

Workshop Leader

G. Ken Holman is the Chief Technology Officer for Crane Softwrights Ltd., a Canadian corporation offering XSL, XSLT, XQuery and XSL-FO language training, and general SGML and XML related computer systems analysis services regarding text markup technologies to international customers.
Mr. Holman is a co-editor of the Universal Business Language (UBL) 2.0 and 2.1 specifications, an invited expert to the W3C and member of the W3C Working Group that developed XML from SGML, the current Canadian chair of the ISO subcommittee responsible for e-commerce documents, a former international secretary and former Canadian chair of the ISO subcommittee responsible for the SGML family of standards, the founding chair of the OASIS XML Conformance Technical Committee, the founding chair of the OASIS XSLT/XPath Conformance Technical Committee, the founding and current chair of the OASIS Code List Representation Technical Committee, the current XML technical lead and chair of the OASIS UBL Technical Committee, the author of training videos and electronically-published and print-published books on XML-related technologies, and has often been a speaker at related conferences.
Prior to establishing Crane, Mr. Holman spent over 13 years in a software development and consulting services company working in the NAPLPS and the SGML industries.


Each delegate will receive a course certificate for attendance and successful participation after the workshop.