Review Exchange Summit 2017

The 15th edition of the Exchange Summit took place in Barcelona on October 9 and 10, 2017. With around 200 participants and speakers from over 35 different countries it was a great place to exchange experiences about the implementation and roll-out of E-Invoicing and E-Billing and related topics such as Supply Chain Finance, VAT Compliance and Blockchain technology.

The Exchange Summit "provides a unique opportunity to understand the status of E-Invoicing globally and to glimpse the future" and is a great place to network with industry peers on a global level. The networking part already started on Sunday evening celebrating an "Icebreaker Welcome Reception" with the friendly support of pwc. Over the last years, this has become an important starting point where people drop in once having arrived in the hotel and can be sure to meet lots of interesting peers to start discussion and business with.

The conference programme (see below on this page) offered a great variety of keynote speeches, several presentations delivering first-hand experiences and interactive round-table sessions. ConnectMe, our easy-to-use networking tool, provided a comfortable way to identify and contact like-minded participants. Moreover, it opened up the opportunity for all participants to create their own round-tables and become an active part of the programme.

View the presentations here:

We say thank you to all participants, speakers and partners that made this edition of the Exchange Summit a huge success. Great feedback like this encourages us to start the planning for the next editions in Miami, Bonn and Berlin.

"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

"A great opportunity to share ideas and experience on E-Invoicing and related topics!"
Dr. Sven-Karsten Treskatis, SupplyOn AG

"Exchange Summit provides a unique opportunity to understand the status of e-invoicing globally and to glimpse the future. I recommend attending."
Chris Hogg, Cumulo9 Limited

Agenda of the Exchange Summit 2017

Sunday, October 8, 2017

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

Monday, October 9, 2017

Registration and Breakfast in the Exhibition

Welcome Address
Johannes von Mulert, Founder Exchange Summit


10:00 - 10:45
A Day in the Life of an E-Invoice
The invoice is just the starting point of a longer journey that touches many stages of a company business: remittance information, FX services, regulatory compliance checking for cross-border invoices, tax regulations compliance, data analytics on prompt-payment behaviour, access to finance, interoperability of standards, workflow management of paper-to-digital-to-paper exchanges. These are but few of the business opportunities that lie in the field of an e-invoice processing service provider. If chances are not taken, someone else will do this and maybe commoditize E-Invoicing as a side-service in favour of added value services.
Enrico Camerinelli, Senior Analyst, Aite Group, Italy


10:45 - 11:30
The Status & Future of E-Invoicing
- (E-)Invoicing world in figures
- Mega-trends regarding market demand & legal requirements
- Significant market transition lies ahead
- How to successfully manage future challenges
- Gaze into the crystal ball: Future market radar & the role of cloud platforms
Bruno Koch, Market Analyst, Billentis, Switzerland


11:30 - 12:00
E-Invoicing and Digital Supply Chain Finance: Supplier Centric vs. Buyer Centric solutions
As a result of the wave of innovation that is spurring rapid development and adoption of e-invoicing technology as well as its “ecosystem”, Supply Chain Finance is now poised to significantly grow its share of the €2.5 trillion p.a. global invoice finance market. This trend is fueled by quickly emerging technology driven Digital Supply Chain Finance (DSCF) or early payment solutions with imbedded ability for flexible integration with E-Invoicing, procure2pay and source2pay platforms, which creates new and exciting opportunities for all the players involved.
This presentation discusses some of the major challenges in Digital Supply Chain Finance, pros and cons of the Buyer Centric and Supplier Centric solutions, as well as the latest developments in machine learning application for early payment services.
- Current trends in Supply Chain Finance
- E-Invoicing, Procure2Pay, Source2Pay, Payment technology platforms and Early Payment Solutions
- Complementarity/dovetailing between Dynamic Discounting and Third Party Early Payment services
- How does a Buyer-Centric DSCF model work? And how is a Supplier-Centric system different and what are some of its main benefits?
George Shapiro, CEO, The Interface Financial Group


12:00 - 12:45
A: Machine Learning and the Opportunities for Accounts Payable Automation
In recent times, digitalization has revolutionized financial services. As we look towards the future, machine learning will make as much, if not more, of an impact. Machine learning stands for programming computers with data. It has many valuable applications in the world of financial services.
Your benefits of attending:
- Understand Machine Learning beyond the buzzword
- Recognize how Machine Learning technology evolves over time and how this evolution effects your company
- See Machine Learning in action - from raw data to predictive insights in 5 minutes
- Experience the interaction between predictive models and digital assistants (Alexa)
Amir Tabakovic, Vice President Business Development, BigML, Spain

B: Developing a 6 Step Analytics Roadmap for the P2P Process
Within the P2P process, there are often challenges to define and manage spend, accounts payable performance and supplier related data. There can be challenges with obtaining the data fast and well enough to drive the decision making process. Yet P2P data and analytics requirements will continue to grow in importance for most organizations. This means that today’s P2P processes need systems, processes, and capabilities to ensure that timely and accurate analytics are available. This discussion follows a step-by-step process as we help develop a 6 Step Analytics Roadmap for Your P2P Process.
Your benefits of attending:
- Develop a roadmap for your P2P analytics process
- Identify the typical “Pain Points” in the P2P process
- Prioritize the Top Ten P2P Analytics
- Learn how to use P2P analytics in the decision making process
Chris Doxey, CAPP, CCSA, CICA, CPC, President, Doxey, Inc., USA

C: Implementing B2G E-Invoicing in Scotland
The Scotish Government has delivered a national P2P shared service sine 2002 and now has an active community of over 100 public administrations. E-Invoicing is the last piece of the "P2P jigsaw" to be enabled and this session will provide delegates with an overview of the approach being taken by the Scottish Government to enable B2G E-Invoicing in public procurement, progress to date as well as lessons learnt, the development of best practice and future plans.
Lynn Peterson, Head of eCommerce, Scottish Procurement, Scottish Government

Networking and Lunch in the Exhibition


14:00 - 14:45
Supplier Onboarding and Exception Handling
- First-hand experiences, tips & tricks how to onboard suppliers to e-invoicing
- How to keep efforts of handling invoice exceptions and errors in a reasonable measure
Pieter Niemeijer, Team Lead Accounts Payable, BeNeLux, Italy & Switzerland, EuroServices Bayer, S.L., Spain and Jurgen Martens, Business Process Management, EuroServices Bayer, S.L., Spain

Identifying and Implementing Added Value Services for E-Invoicing Solutions
Enrico Camerinelli, Senior Analyst, Aite Group, Italy

E-Receipt as Part of the E-Invoicing Standardisation
TALTIO program creates a standard model for structured data e.g. invoices, E-Receipts and account statements information so data can be entered into financial management systems without manual data entry. When you pay with your payment card, the receipt information can be presented as structured data in same way the invoice turn to an E-Invoice. In Finland we are using same data format for E-Receipt and E-Invoice and same E-Invoicing network. When all information are in structured format we can reuse E-Invoice and E-Receipt data for e.g. real time forecasting and reporting. Watch the video about the first POC.
Pirjo Ilola, Head of Payments Standardisation and E-Invoicing Markets, Finance Finland and

Distributed Ledger – a Missing Link for E-Invoicing?
Matthias Henn
, COO, TTO Tangram TeleOffice


14:45 - 15:30
A: Do You Know Whom You Are Doing Business with? - Identity Management Globally with the Legal Entity Identifier (LEI)
• Today’s problems with ID Management
• Costs and benefits of adopting the LEI for public and private purposes
• Outlook: Integration of the LEI with Digital Certificates and Seals
Stephan Wolf, CEO, Global Legal Entity Identifier Foundation (GLEIF), Switzerland

14:45 - 15:30
B: E-Invoicing in Australia
- An update on the Digital Business Council
- The Council’s approach to Adoption
- Australian Government progress on adoption
- Westpac Bank's experience to date
Emma Dobson, Director, Global Transaction Services, Westpac Institutional Bank and Chair of the Digital Business Council’s Adoption Working Group, Australia

15:30 – 16:00
Networking and Refreshments in the Exhibition


16:00 - 16:45
Implementing the New European Core Invoice Standard - EN16931
- The standard is published and available - what next?
- Implementation challenges - semantics and syntax
- Core invoice usage specifications and extensions
- Engaging with public administrations and their supply chains
- The role of service and solution providers
André Hoddevik, Secretary General, OpenPEPPOL AISBL, Belgium
Cyrille Sautereau, Chair of the French National Forum of E-Invoicing, France
Nikita Stampa, Head of Unit Innovative and e-procurement, DG GROWTH, European Commission, Belgium
Andrea Caccia, Chairman of CEN/TC 434 on E-Invoicing, European Committee for Standardisation
Moderator: Charles Bryant, Secretary General, EESPA, Belgium


16:45 - 17:30
Future Scenarios: Finding patterns in an uncertain world
- Global hotspots and hypotheses of new world orders
- European renationalization versus renaissance
- Potential of new economic paradigms
- Society between digital advancement and new forms of interaction
- Strategizing 4.0
Prof. Dr. Peter Dürr, Department of Applied Social Sciences, University of Applied Sciences Munich, Germany

Individual meetings and networking

Departure for the Networking Dinner


Tuesday, October 10, 2017

Welcome Coffee


09:00 - 09:45
A: Do All Roads Lead to Rome? How Countries Look and See E-Invoicing
What, why and how do different countries seek with their national E-Invoicing programs
Vinicius Pimentel de Freitas, Head International E-Invoicing Coordination, Interamerican Centre of Tax Administrations – CIAT, Panama

B: Blockchain Applied to E-Invoicing
- Registering and tracking e-factoring operations for export E-Invoices of Chile
- Blockchain for other functions related with E-Invoicing, i.e. payments, e-factoring operations of México
Mario Fernández, CEO, Gosocket, Chile

C: Achieve Tomorrow’s Financial Goals Today: Working Capital Management Strategies for Modern Finance
Sami Nikula
, Director, Network Business Area Nordic, Basware, Finland


09:45 - 10:30
Developing a Regulatory Compliance Roadmap
According to PwC, the flow of new rules and regulations across regional, national and international borders continues to intensify. No matter how large, small or diversified your organization almost every part of it is touched by a complex web of constantly evolving regulations - and subject to enforcement actions and fines. With the ever changing landscape, it’s a challenge to determine and focus on the requirements that apply to the P2P process for your industry and country. And how can you streamline due diligence requirements, combine and automate compliance processes?
Benefits of Attending:
- Obtain an overview of what regulatory compliance means to your company
- Learn how to establish a compliance roadmap
- Discuss how to leverage due-diligence programs and automate your compliance programs
Chris Doxey, CAPP, CCSA, CICA, CPC, President, Doxey, Inc., USA

Support for implementation of European Core Invoice Standard EN16931
The Standard is there! What's the role of the EU in the implementation of the Directive 2014/55/EU? How we can best work for you, with you?
The European Commission is providing a number of services with the aim to facilitate the adoption of the new standard. Most of them are designed with and dedicated to the E-Invoicing stakeholders' community. Focus is on building knowledge and capacity through a range of measures:
- Grants/funding for projects 
- Free trainings and implementation workshops 
- Knowledge base – all the info you need to implement the Directive
- Platform for collaboration and support – your place to be!
Participate in this session and give your views on how the European Commission can enhance key success factors.
Caroline Corneau, CEF eInvoicing Project Manager at European Commission (DIGIT), Belgium and Martin Forsberg, Standardisation Expert, Sweden

Solving the Challenges in Vendors’ Onboarding, Taking the Hurdles of Formats, Mapping, Attachments, Integration in Back End Systems (SAP) and Sharing Post Go-Live Tips and Tricks
Antonio Parisi, Finance Enterprise Applications Manager, Richemont International SA, Switzerland

Costs and Benefits of Adopting the LEI for Public and Private Purposes
Stephan Wolf, GLEIF, Switzerland

Stay tuned - soon we will publish more round tables. If you feel you should contribute and facilitate a round table, apply here now !

10:30 – 11:15
Networking and Refreshments in the Exhibition


11:15 – 12:00
How EESPA is Building the EESPA Community as The Voice of The Industry
- Creating the interoperable eco-system
- Cooperation with OpenPEPPOL
- Contributing to public policy and regulatory initiatives
- Communicating the benefits of E-invoicing and supply chain automation
Marcus Laube, Tim Cole, Christiaan van der Valk and Charles Bryant, EESPA, Belgium

Networking and Lunch in the Exhibition


13:30 – 14:15
A: Implementing Compliant E-Invoicing in Latin American Countries
- Key learnings transitioning from traditional model to E-Invoicing
- Frontline and back-office strategy
- Leverage opportunities to improve B2B processes (order-to-cash, procure-to-pay)
- The evolution and digital strategy
Rodrigo Alvarez, IT Manager, Grupo Bimbo, Chile

B: Digital Transformation and Tax Compliance - A General Update and Focus on Asia
We are in the middle of a paradigm shift on tax controls. How is the rapid development towards real-time tax controls affecting businesses worldwide? How can enterprises best prepare for what's to come? What's happening in Asia?
Christiaan van der Valk, President and Yinghan Miao, Legal Counsel, TrustWeaver, Sweden

C: E-Invoicing as Leverage for a Digital Strategy: Snapshot Supply Chain Finance


14:15 – 15:00
OASIS UBL - ISO/IEC 19845:2015
An open discussion of the OASIS Universal Business Language (UBL), internationally standardized as ISO/IEC 19845:2015, a document vocabulary used for procurement and transportation in the supply chain.
G. Ken Holman, Chief Technology Officer, Crane Softwrights Ltd, Chairman OASIS Universal Business Language (UBL) Technical Committee, Canada

Looking into Machine Learning as an Option to Close the Gap Between Unstructured Data (PDF, Word) and E-Invoicing Based on Structured Data (ebInterface, ZUGFeRD, PEPPOL)
Herbert Wenger, Head Product Management Automotive Smart Finance, Porsche Informatik, Austria

Defining the Key Success Factors for National E-Invoicing Programs
Vinicius Pimentel de Freitas
, Head International E-Invoicing Coordination, Interamerican Centre of Tax Administrations – CIAT, Panama

Stay tuned - soon we will publish more round tables. If you feel you should contribute and facilitate a round table, apply here now !

Open Space for Networking and Refreshments in the Exhibition

End of Exchange Summit 2017


More focus sessions and round tables under development:
Corporate experience and management of supply chain automation (compliance, shared service centres, supplier on-boarding...)
Regulatory impacts on market developments e.g. real time reporting of fiscal data, clearance models, countries implementing E-Invoicing mandates, Directive 2014/55 and E-Procurement directives, role of Connecting Europe Facility (CEF)
Opening up the market: convergence with payments and supply chain finance, APIs in banks/PSD2, Digital Trade (X-border) developments, role of Fintechs as disruptors / collaborators
Technology developments e.g. supply chain automation, work flow applications, blockchain in supply chains, analytics, cloud, robotics
Standards and Interoperability as business drivers for digitisation: EU Norm and CEN TC/434 rollout status, invoice response message developments, openPEPPOL latest news, UBL developments, Hybrid Invoice, CEF tools
B2C developments in EIPP e.g. European Retail Payments Board project, case studies, e-Receipts


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Lead Supporter

EESPA is the European E-Invoicing Service Providers Association. It is an International Not-for-Profit Association (AISBL/IVZW) organised under Belgian law. EESPA acts as a trade association at European level for a large and vibrant community of E-Invoicing Service Providers, drawn from organisations that provide network, business outsourcing, financial, technology and EDI services. Formed in 2011 EESPA already has over 50 full and associate members.


Basware is the global leader in providing networked purchase-to-pay solutions, e-invoicing and innovative financing services. Basware’s commerce and financing network connects businesses in over 100 countries and territories around the globe. As the largest open business network in the world, Basware provides scale and reach for organizations of all sizes, enabling them to grow their business and unlock value across their operations by simplifying and streamlining financial processes. Small and large companies around the world achieve significant cost savings, more flexible payment terms, greater efficiencies and closer relationships with their suppliers. Find out more at
Follow Basware on Twitter: @Basware, join the discussion on the Basware LinkedIn, Basware Facebook and Basware Blog.

Canon provides a comprehensive portfolio of next generation Finance & Accounting services and software solutions that deliver better cashflow management and spend control and are available in multiple delivery options, including software as a service and full outsourcing. Services overview: invoice composition and enhancement, e-billing – including hybrid invoicing (paper and electronic), Purchase-to-Pay services – including e-purchasing, invoice processing, contract management, expense management and spend analysis.

The eurodata group develops and markets cloud-based software solutions for commercial networks, tax consultants and small and medium-sized companies as well as software products for implementing Smart Services for multi-stage processes and data integration.
More than 50,000 customers put their trust in eurodata's high-performance computing centres, a secure cloud 'made in Germany' providing professional business intelligence-, web and cloud services. We thus also take on responsibility for the smooth operation of our solutions. Today, over 500 employees focus effectively on the success of our customers across Europe. eurodata AG was founded in 1965, its headquarters are located in Saarbrücken (Germany).

Faber System, in more than 30 years of activity, has become a leading company in the Document Management Market in Italy with more than 9.000 customers.
Our aim is to develop cutting edge technologies to automate document and business processes: Document Archiving and Legal Conservation, Electronic Invoicing, Document & Workflow Management, Electronic Advanced Signature, Multichannel Document Delivery (E-Invoice, Email, PEC, EDI, Web Repository, Regular Mail, Fax, Sms) and Log Management. Our Portfolio aims to rationalise and automate business processes, reduce management costs, promote a low environmental impact and increase company’s profitability.
Our Mission is to propose Document Management solutions able to optimize the developing of all key operative steps and supplying an high level of consulting.

Gosocket is a B2b network that establishes and manages relationships between buyers and suppliers through the use of compliant electronic invoicing in Latin America. From this connections provides value added services with a focus in supply chain finance. Founded in 2012, connects with more that 500 million electronic invoices over 1 million companies throughout Latin America. Access is via a web portal, which can also be accessed through mobile devices either by their mobile web version or through native applications for your smartphone or tablet iOS, Android, Windows Phone or Windows 10.

As a worldwide and state-of-the-art EDI Managed Service Provider, INPOSIA applies its services across all branches and processes. Complex Just-in-Time delivery processes as well as business-critical finance transactions - all business and trading partners can be integrated sustainable and competently along the supply chain of the customers by INPOSIA’s portfolio. INPOSIA grows nationally as well as internationally, due to economic durable and profound business relations. With regard to the enormous importance of data security, INPOSIA carries out its services in highly secure, certified data processing service centres, located internationally and chosen by customer requirements.

The Interface Financial Group is one of North America's largest alternative funding sources for SME’s, providing Digital Supply Chain Finance and Digital Invoice Finance through its global marketplace platform. With more than 150 offices and over 45 years of experience, the company serves clients in more than 30 industries in the United States, Canada, Singapore, Australia, New Zealand, UK, Ireland, Mexico and South Africa and offers cross-border transaction facilities.

PwC's Global e-Invoicing and e-Archiving Network brings together process, technology, tax, legal and accounting experts making your e-Invoicing business case reality! For over 15 years now, PwC has been at the forefront of e-Invoicing and e-Archiving. PwC has laid down the cornerstones for both the first and second e-Invoicing Directive, is helping the European Commission with the implementation of the e-PRIOR project, and is involved in several e-Invoicing fora.

Bundesdruckerei, DATEV, SGH, Neopost Deutschland, Asterion, Becloud and have joined together with a common technology base to become an unprecedented business network for the exchange of business documents. Thus, eliminating significant initial hurdles for companies for the electronic exchange of data and documents. Since 2004 the German Research Institute for Artificial Intelligence (DFKI), headquartered in Kaiserslautern, has supported the development of a technology that allows for business documents to be exchanged between the sender and receiver independent of their respective system environment. A redundant network architecture provides the necessary process security and scalability, where each node represents an independent provider. Each provider is based on the same technological platform. A member may now send documents in individual formats to a different member via their provider- independent of the node the respective sender or receiver is connected to. What sounds like a complex pilot project at first, has long become common practice and doesn´t require neither investments nor changes to the existing processes on the member side. Therefore, millions of documents are already being send monthly between many hundreds of thousands of companies in this manner, and it´s a growing trend. The coalition of providers by means of a common technology base is unique and offers economic independence of each provider and significant size and security through cutting-edge technology. This differs fundamentally from all business models and options of its competitors. As a coalition, each node profits from the developments and opportunities of the others. Furthermore, the volumes generated are reflected in attractive conditions for each member – even with conventional dispatch via letter post. This network is revolutionizing the market!

TrustWeaver provides a comprehensive Cloud-based compliance service for electronic invoicing and other legally critical documents for more than 55 countries. From a single technical interface and through our unique Compliance MapTM concept, more than 60 world-leading B2B integration brokerage vendors in our partner network automatically provide interoperable legal certainty to trading partners that use their solutions, regardless of changes in legislation. TrustWeaver’s unique blend of legal and technical components allows modern organizations to execute their ERP, workflow, archiving and B2B consolidation strategies with guaranteed respect for the multiple national and sectoral laws governing such transactions as well as their long-term retention and auditability. In business since 2001, TrustWeaver is headquartered in Stockholm, Sweden.

Media Partners

The E-invoicing Platform (formerly known as EEI Platform) is the independent platform for professionals around electronic invoicing and invoice processing.

Financial IT is the venue where community makes itself heard. Innovation is the common feature of the companies that we work with. We provide a digital platform for product listings, multimedia and other editorial content, reviews by Financial IT, companies’ clients, and overviews of major trade events. Financial IT magazine is published around 8-10 times a year in digital form.

The Payments & Cards Network is dedicated to the Payments industry. Adding value to clients by offering innovative executive search, recruitment and RPO solutions to international clients. With offices in Cape Town, Hong Kong and Amsterdam, a global outlook and understanding of the payments landscape is in place to offer the best advice and service on the market. Call us with your specific needs today on +31 20 3030 257 and one of our consultants will be able to help quickly and efficiently.

PPN is a not for pro¬fit organisation founded in 2008 to form a focal point for the purchase to pay community. Since then it has been successful in providing leading P2P professionals with a sharp insight into the latest news and up-to-date information on key processes and technologies. Today, PPN attracts over 14,000 readers to download white papers, discover how and why other organisations may do things differently, attend insightful webinars, add their voice to surveys, and to successfully benchmark themselves against others. In short, in just a few years, PPN has established itself ¬firmly at the heart of the P2P business community. - Portal zur Förderung elektronischer Rechnungs- und Geschäftsprozesse - thematisiert die Potenziale eines medienbruchfreien, elektronischen Rechnungsaustauschs sowie den Weg zur Erschließung dieser Potenziale. Das Rechnungsdatenformat ZUGFeRD ist eines der Schwerpunktthemen von Umfassende ZUGFeRD-Anbieter-Übersichten geben dem Anwender Orientierung.

The Paypers is the Netherlands-based leading independent source of news and intelligence for professionals in the global payment community. Our products are aimed at merchants, payment services providers, processors, financial institutions, start-ups, technology vendors and payment professionals and have a special focus on all major trends and developments in payments-related industries including online and mobile payments, online/mobile banking, cards, cross-border e-commerce, e-invoicing and SEPA. We are also keen on keeping our readership informed with regard to online fraud prevention innovations and the most significant trends in the e-identity space.

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