REVIEW E-INVOICING EXCHANGE SUMMIT Americas 2022

The 5th E-Invoicing Exchange Summit Americas took place in Miami from May 9 to 11, 2022. Over 100 experts, thought leaders and key decision-makers from 16 countries met in person in Miami in order to discuss the past, current, and future trends in electronic invoicing, procurement, and continuous transaction controls (CTC).

Two very well attended interactive workshops kicked off the event. The first one was run by the Business Payment Coalition discussing the next steps for an E-Invoice Exchange Framework for the U.S. and was followed by OpenPeppol exploring how the Peppol Network, international invoicing and CTC can be flexibly and progressively applied.

The wide acceptance and embrace of the four-corner-model was evident in the numerous presentations in testament of its usefulness, its features, and its success. Interesting case studies gave insights into the current experiments and future trends of automation, machine learning, and artificial intelligence. Further subjects of debate included the harmonization of different initiatives towards a truly global interoperability framework, which was also the topic of a high-level expert panel.

The mutual agreement of all participants was that the future is bright for this space and calls for international collaboration.

Once again, the E-Invoicing Exchange Summit has been a great space where the E-Invoicing and E-Reporting community exchanged ideas and benefitted from great networking opportunities. Numerous excellent discussions and face-to-face talks took place with customers, partners, and policy drivers on the convergence of the different E-Invoicing and E-Reporting models and how all can help reduce complexity and manage the transition to E-Invoicing and Continuous Transaction Controls.

We look very much forward to feature the latest developments of E-Invoicing at the next edition of the E-Invoicing Exchange Summit 2023 in Miami on April 24 to 26.

KEY TOPICS COVERED IN 2022

+ E-Invoicing as Leverage for a Digital Strategy: Global Best Practices
+ An E-Invoice Exchange Framework for the U.S. – Moving from Concept to Pilot: Update from the Business Payments Coalition
+ E-Invoicing and Continuous Transaction Controls in the Digital Age
+ Global Developments in Peppol
+ The New Frontier: E-Invoicing in Transnational Operations
+ Global Interoperability Framework - Collaboration in the Connected World
+ Effective AP Automation with RPA and AI: How and When


Agenda E-Invoicing Exchange Summit Americas 2022

Pre-Conference Workshops on Monday, May 9, 2022

10:00 AM - 01:30 PM

Business Payments Coalition Workshop: E-Invoice Exchange Market Pilot Work Group

The E-invoice Exchange Market Pilot Work Group of the Business Payments Coalition will convene on May 9th preceding the Exchange Summit to discuss the next steps for an E-Invoice Exchange Framework for the U.S.
All delegates are invited to join this workshop free of charge.

02:30 PM - 04:30 PM

OpenPeppol Workshop: Implementing Peppol in the Americas

Across the many and varied economic and political environments in the Americas, all governments, buyers and sellers, and service providers can benefit from Peppol. Find out how the Peppol Network, Peppol International Invoicing and Peppol CTC can be flexibly and progressively applied to any situation for maximum benefit.

An interactive workshop with OpenPeppol on May 9th preceding the Exchange Summit.
All delegates are invited to join this workshop free of charge.

06:00 PM - 09:00 PM

Registration and Icebreaker Reception

Your networking experience starts right here. All participants and speakers are invited to attend the Icebreaker Reception and to pick up their badges.


CONFERENCE DAY 1 ON TuesDAY, MAY 10, 2022

08:30 AM - 09:00 AM
Registration and Welcome Coffee

09:00 AM - 09:05 AM

Opening of the E-Invoicing Exchange Summit Americas

Alexandra Bayer Director Business Development & Strategic Partnerships, E-Invoicing Exchange Summit and 
Ken Holman (Moderator) CTO, Crane Softwrights

09:05 AM - 09:40 AM

E-Invoicing and Continuous Transaction Controls in the Digital Age

Christoph Zenner Partner and Ellen Cortvriend Director, PwC, Belgium

09:40 AM - 10:15 AM

User Case Study

E-Invoicing as Building Block for an Efficient End-to-End Payment Process

Many corporations face a complex, fragmented invoicing process including manual delivery which is prone to error and costly delays, impacting the ability to collect and optimize the order to cash cycle.  Ultimately this creates a poor customer experience. The overall objective is to make B2B payments more efficient across the end-to-end payments process and that ultimately begins with an invoice.  Recently, Microsoft embarked on a project to address these issues:

+ Making connected invoice experience easy including enhancing the ‘PO-Invoice-Payment’ experience, digital invoice delivery, flexible payment terms, and enabling a better customer experience meeting their needs for flexible invoice delivery into their P2P systems.
+ Offer flexible invoicing and payment options focused on providing self-serve, digital experiences allowing customers options to secure financing, payment terms, and bridge payment solutions quickly.

The project focus is to develop a scalable e-invoicing strategy to meet commercial & government requirements, help drive industry standards for automation, optimize E2E efficiency at scale, improve customer satisfaction, and enable on-time payments using a secure framework with common standards and protocols for invoicing. These changes will help enable more efficient B2B payments across the board. 

Jayna Bundy General Manager, Global Treasury & Financial Services, Microsoft, USA

10:15 AM - 10:50 AM

User Case Study

Trends in AP Robotics and Machine Learning Applications

+ Robotic automation has replaced manual routine tasks 
+ Staffing concerns has lead businesses to automate 
+ Employee skill set shift from transactional to analytical
+ Enhanced process management 

Brian Anderson Director Global Accounts Payable, Yahoo, USA 
Watch video message

10:50 AM - 11:20 AM
Networking Coffee Break in the Exhibition

11:20 AM - 11:55 AM

E-Invoice compliance: How to stay on top of global AP and AR compliance developments

Jason Vincelette Director Product and Business Management North America and
Jason Palangio Senior Enterprise Account Executive, Basware, USA

11:55 AM - 12:30 PM

The New Reality for LATAM Transactions in a CTC World

Oscar Caicedo VP, Product Management and GTM - LATAM, Sovos, USA

12:30 PM - 01:05 PM

User Case Study

Introducing E-Invoicing at Aeromexico: A Blueprint for the Aviation Industry

+ Introduction Aeromexico – Mexico's Flagship Airline
+ Lessons learnt - the Journey to E-Invoicing
+ Outlook – Challenges for the Airline Industry 

Sergio Eduardo Diaz Iniestra IT Backoffice Director, Aeromexico, Mexico

01:05 PM - 02:30 PM
Networking Lunch in the Exhibition

02:30 PM - 03:05 PM

The Evolution of Tax in the Digital Age

Tax is driving the need for businesses to adopt e-invoicing across the globe. As tax becomes an integral part of day-to-day BAU operations, this session will explore the key changes, trends, opportunities and challenges. Kid and Alex from Avalara will provide insights in relation to the importance of tax across AP/AR e-invoicing processes and look at how e-invoicing and digital reporting is quickly changing the traditional indirect tax lifecycle, including:
 
+ Move from local and tactical solutions to a strategic global and scalable approach to e-invoicing and tax processes
+ Harmonisation of e-invoicing requirements through wider adoption of PEPPOL, the EU’s VAT in the Digital Age initiative and the latest Factur-X / ZUGFeRD format
+ Tax and compliance process benefits resulting from e-invoicing and e-reporting including pre-populated VAT returns, incentives and digital archiving
+ Increased visibility due to real time validation leading to importance of correct VAT calculation at time of issue of invoice
+ Alignment of business process with tax reporting processes
+ The expansion to B2C and the consumer as a stakeholder

Kid Misso VP, New Initiatives and Alex Baulf Senior Director, Global Indirect Tax, Avalara, USA

03:05 PM - 03:40 PM

Global Interoperability Framework - Collaboration in the Connected World

+ Regional Update on the various GIF Compliant eDelivery Networks in Operation
+ Moving from Collaboration to Integration, developing deployment models
+ 2022-2023 GIF Work plan, an update on the planned activities underway by the Workgroup

Chris Welsh Chair Global Interoperability Framework Workgroup and Board Member ConnectONCE, USA and 
Charles Bryant Secretary- GIF Working Group and industry advisor
Watch video message

03:40 PM - 04:15 PM

An E-Invoice Exchange Framework for the U.S.

+ Learn more on the progress the BPC is making towards developing the exchange framework for the United States
+ Learn who is involved with the market pilot and how E-Invoicing Exchange Summit attendees can participate
+ Lean on what the future holds for the exchange framework beyond the market pilot

Todd Albers Sr. Payments Consultant Payments, Standards and Outreach Group, Federal Reserve Bank of Minneapolis, USA

04:15 PM - 04:45 PM
Networking Coffee Break in the Exhibition

04:45 PM - 05:30 PM

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?
+ 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,
Jayna Bundy General Manager, Global Treasury & Financial Services, Microsoft, USA,
Vinicius Pimentel de Freitas CTO, CIAT, Panama, 
Michel Gilis Chair GIF Working Group, EESPA. Belgium,
André Hoddevik Secretary General, OpenPeppol, Belgium, 
Chris Welsh Chair Global Interoperability Framework Workgroup and Board Member ConnectONCE, USA 
Moderated by Charles Bryant Secretary- GIF Working Group and industry advisor

06:30 PM - 10:00 PM

Networking Dinner supported by Basware

All participants and speakers are invited to enjoy dinner and refreshments in a casual atmosphere. Use this perfect opportunity to intensify your business contacts and grow your network.


CONFERENCE DAY 2 ON Wednesday, MAY 11, 2022

08:30 AM - 09:00 AM
Welcome Coffee in the Exhibition

09:00 AM - 09:35 AM

Beyond Tax Technology: Automated Posting via Clearance Model

+ How does real time E-Invoicing (clearance) change the rules?
+ Does the centralized VAT process become an issue?
+ What is the role of technology in the work of tax departments
+ Future of tax technology: Which processes will exactly be automated?

Ridvan Yigit Partner and CCO, sni, Turkey

09:35 AM - 10:10 AM

Global Developments in Peppol

+ Find out the key developments in Peppol
+ Hear about the key learnings from the pre-conference workshop
+ Discover why Peppol adoption in Japan is important to the Americas

André Hoddevik Secretary General, OpenPeppol, Belgium 

10:10 AM - 10:45 AM

User Case Study

Peppol Adoption in Japan

+ How the implementation of Peppol based E-Invoice in Japan can achieve two goals at the same time
- First goal: Meeting the legal requirements as tax invoice
- Second goal: Digitalizing and streamlining invoicing/payment and accounting processes
+ How the government and the private sector work together to achieve the common goals

Hiroyuki Kato Director, Digital Agency, Government of Japan,
Koichiro Okamoto CEO, Yayoi and Chair, E-Invoicing Promotion Association of Japan (EIPA), Japan and
Atsuya Sugawara A member of Japan Peppol Authority

10:45 AM - 11:15 AM
Networking Coffee Break in the Exhibition

11:15 AM - 11:50 AM

User Case Study

E-Invoicing in the Ukraine: Current Status and Perspectives

+ Ukraine today
+ Current status of E-Invoicing
+ Perspectives and upcoming trends and solutions

Eugene Soloviov Co-founder & CTO, DocStudio, Ukraine

11:50 AM - 12:25 PM

The New Frontier: E-Invoicing in Transnational Operations

+ The road so far
+ Previous experiences
+ Some possibilities

Vinicius Pimentel de Freitas CTO, CIAT, Panama

12:25 PM - 01:00 PM

E-Invoicing: How to Drive Standardization in a World of Differences

In today’s world, companies are facing more hurdles than just managing various e-invoice regulatory requirements. Clearance models, interoperability, PEPPOL, portals, industry-specific EDI, paper distribution, and PDF distribution are just a few of the various channels that require constant attention, maintenance, and support. A lacking integrated strategy can lead to even more tedious manual processes, decreased productivity and wasted resources. Prepare for the future by learning how to standardize your invoice output across all communication channels to reduce costs and risks while increasing productivity and driving maximum operational success.

+ Challenges slowing down your E-Invoicing projects
+ Future-proof strategies to holistically optimize your invoicing process
+ Multi-national company success stories

Brad Colie Director of Sales – North America and Erik Modh Managing Director – North America, Pagero, USA
Watch video message

01:00 PM - 02:15 PM
Networking Lunch in the Exhibition

02:15 PM - 02:50 PM

Energy Supply Chain Network: Accelerating Digital Integration Beyond the Oil and Gas Industry

Chris Welsh CEO and Chairman of the Board, OFS Portal, USA
Watch video message

02:50 PM - 03:25 PM

User Case Study

Taking Invoicing Globally to a Whole New Level with a Fully Digitized Procure-to-Pay Process Supported by an All-Embracing Finance Portal

+ How one centralized platform serves as an enabler for the whole P2P Process 
+ How digitized E2E process are increasing automation within Accounts Payables of Bosch 
+ How increased transparency can reduce support inquiries and boost customer satisfaction 
+ How an ecosystem can help to overcome challenges of a global eInvoicing approach 

Dejan Resavac Product Owner Invoice Management (P2P) and Melina Sturm Global Process Expert P2P, Robert Bosch, Germany

03:25 PM - 03:50 PM

User Case Study

User Case Study Google: AI for Document Understanding

AI has advanced drastically over the last few years. This includes document processing and natural language understanding. And these advances enable automated processing of a wide variety of financial documents, from invoices to credit reports, to balance sheets. This talk will cover how to use AI technology for automated financial document processing, including an end to end use case.

Javier Tordable Technical Director for the CTO Office, Google Cloud and
Vishnu Kumar Chief Financial Engineer, The Interface Financial Group, USA

03:50 PM - 04:30 PM
Farewell Coffee Break in the Exhibition
04:30 PM
End of E-Invoicing Exchange Summit Americas 2022

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PARTNERS E-INVOICING EXCHANGE SUMMIT AMERICAS 2022

Industry

Avalara empowers organizations of all sizes and numerous business sectors to automate work in their finance departments, boost efficiency of their administrative operations, and achieve compliancy across (...)


Basware is the only procure-to-pay and e-invoicing solution provider that empowers businesses with 100% spend visibility through 100% supplier connectivity and 100% data capture. Our cloud-based technology (...)


DocStudio - e-document management platform with features for doc-construct, docflow, business process creation, and data hub. DocStudio covers E-Invoices, EDI and non-EDI documents, for internal company business processes (...)


Edicom is a global leader in E-Invoicing, EDI, and VAT compliance solutions. With nearly twenty-five years of experience, over 15,000 clients, and projects in 80 countries Edicom can manage any B2B or B2G communications project. (...)


The OFS Portal community brings together multi-national and regional Supplier Members, Operators and Procurement Platforms toward a common interoperability model which includes enforcement of proper data protection (...)


Pagero is the fastest growing global business network, offering cloud-based e-invoice and e-order services. Pagero brings companies together digitally regardless of size, volume, location and ERP system. (...)


OpenPeppol is a non-profit international association responsible for the governance and maintenance of the Peppol specifications that enable European businesses to easily deal electronically with any European public sector buyer in their (...)


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 (...)


Sidetrade is a world-leading FinTech with a solid 21-year track record in the automated Order-to-Cash market. Sidetrade helps businesses track and manage unpaid invoices faster, smarter and more efficiently. (...)


Founded in 2006, SNI currently has over 100 employees, operating across multiple locations in Europe. We offer SAP and Peppol certified solutions (SAF-T, Invoice Reporting, VAT Reporting and e-Invoicing) (...)


Sovos TrustWeaver provides a comprehensive cloud-based compliance service for eInvoicing and other legally critical documents in over 60 countries. Our solution guarantees VAT compliance for hundreds of millions of  (...)


SupplyOn is an IT service provider specializing in intelligent supply chain management solutions for automotive, aerospace, railway and manufacturing – covering all cross-company processes with suppliers, including Supplier Risk (...)


Visa Inc. (NYSE: V) is the world’s leader in digital payments. Our mission is to connect the world through the most innovative, reliable and secure payment network - enabling individuals, businesses and (...)


Media

Ardent Partners is a research and advisory firm focused on defining, and advancing the supply management strategies, processes, and technologies that drive business value and accelerate organizational transformation within the enterprise. Ardent Partners actively covers the supply management marketplace and produces research to help business decision makers understand (1) industry best practices and how to improve performance & (2) the technology landscape and how to identify the best-fit solution(s) for their specific budget and requirements. 
Visit Ardent Partners blog: Payables Place


The Inter-American Center of Tax Administrations (CIAT) supports the efforts of national governments by promoting the evolution, social acceptance and institutional strengthening of tax administrations, encouraging international cooperation and the exchange of experiences and best practices.We are a non-profit international public organization that provides specialized technical assistance for the modernization and strengthening of tax administrations. ounded in 1967, CIAT currently has 42 member countries and associate member countries from four continents: 32 countries of the Americas, 5 European countries, 4 African countries and 1 Asian country. Angola, India, Morocco and Nigeria are associate members. Firmly committed to achieving measurable results, the values that we promote are integrity, transparency and ethics in an effort to prevent and combat all forms of tax fraud, evasion and avoidance and to facilitate voluntary compliance.
www.ciat.org


Financial IT is a digital platform for multimedia and editorial content, rankings and overviews of major industry events. Financial IT magazine is published throughout the year in digital form. Financial IT magazine is available in print form at major trade events through our media partnerships.
www.financialit.net


Inside Telecom is a young digital news platform specializing in tech and telecoms. We bring our audience the latest in industry news, innovations, and insights from around the globe, as well as in-depth features, analysis, exclusive interviews, and thought pieces aimed at democratizing the tech industry.
Our content includes a versatile mix of short and straightforward explanatory articles for the general reader, as well as in-depth, detailed, and comprehensive featured pieces meant for executives, leaders, decision-makers, and workers of all levels within the telecoms and ICT industries.
www.insidetelecom.com


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