We are thrilled to welcome you to IOFM's Fall Conference and Expo, a gathering of finance professionals, thought leaders, and innovators! 🎉 Over the next few days, you’ll have the opportunity to connect, learn, and explore the latest trends shaping the world of finance. Here’s what to look forward to: 🌐 Insightful sessions on AP and AR topics including AI and Fraud 🎤 Keynotes from industry leaders 🤝 Networking with peers and potential solution providers #IOFMFall #IOFM #IOFMConference #AP #AR #Finance #FinanceConference
Institute of Finance and Management (IOFM)
Accounting
Portland, ME 5,077 followers
Premier education, training and resources for financial operations professionals.
About us
The Institute of Finance and Management (IOFM) is the leading organization providing training, education and certification programs specifically for professionals in Accounts Payable, Procure-to-Pay, Accounts Receivable and Order-to-Cash, as well as key tax and compliance resources for Global and Shared Services professionals, Controllers and their F&A teams. IOFM has certified over 25,000 financial operations professionals worldwide through its four certification programs. These programs include Accredited Payables Specialist or Manager (U.S. and Canadian specific versions available), Accredited Receivables Specialist or Manager and Certified Professional Controller. The globally recognized AP & AR certifications are available in English, Simple Chinese and Spanish. IOFM’s membership website, IOFM.com, features industry research and best practices, metrics and benchmarking data, policies, case studies, tools, templates, and critical compliance and corporate governance resources. The Institute also produces on-demand e-learning resources including video trainings and web-based seminars. Twice each year, IOFM hosts APP2P Conference and Expo (Spring and Fall), the industry-leading conference designed to facilitate continuing education and peer networking. With a universe of over 100,000 financial operations professionals, growing certification and membership programs, and a keen understanding of the issues and content needs critical to the profession, IOFM is the trusted source of information in the rapidly evolving field of financial operations.
- Website
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http://www.iofm.com
External link for Institute of Finance and Management (IOFM)
- Industry
- Accounting
- Company size
- 11-50 employees
- Headquarters
- Portland, ME
- Type
- Privately Held
- Founded
- 1989
- Specialties
- Corporate Financial Management, Credit, Receivables & Collections, Accounts Payable, Accounts Receivable, Procure-to-Pay, Order-to-Cash, Procurement, Membership, Training, Certification, Professional Development, Education, Webinars, White papers, 1099, and Expert answers
Locations
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Primary
121 Free St
Portland, ME 04010, US
Employees at Institute of Finance and Management (IOFM)
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Royce Grayson Morse
President at Quartzi, Inc.
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Elaine Stattler, APM, CPC
Editor, Chapter and Member Outreach, Institute of Finance & Management, IOFM
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Stephen Fulmer, MBA, CARM
Director of Digital Transformation at South Mill Champs
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Jess Scheer
Executive Editor — IOFM and Cash Management Leadership Institute
Updates
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While the world of AP may never be completely smooth sailing, knowing what’s on the horizon can help you get your bearings for the year ahead. Join us to learn: 💻 Specific ways generative AI is streamlining AP tasks 🏦 How to choose an AI partner you can trust with your data 💵 The evolving fraud threats targeting popular payment methods 💳 New trends in payment practices & what they mean for your business Register now! https://buff.ly/3ZEnPkY #AcountsPayable #IOFMwebinar #IOFM #APWebinar #AP #Fraud #AI
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🎙️ AR Insights in Five: Live from IOFM's Fall Conference 🌟 Join Jeff Haller and Jess Scheer as they dive into the latest trends and challenges in Accounts Receivable! From automation to compliance, they share actionable strategies to optimize AR processes, improve cash flow, and reduce payment delays. Tune in now! 🎧 https://lnkd.in/gqjRUWnY #IOFMFall #IOFMConference #AccountsReceivable #ARInsights #IOFM #FinanceInnovation #CashFlowOptimization
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There is no value in manually applying cash to your accounts. It invites errors and wastes time that your team could better spend on higher-value tasks. Download now to understand what’s driving your peers to automate their cash application processes and how they are making the business case: https://buff.ly/3VoW5PY #IOFM #AR #CashApplication #ARCashApp #AccountsReceivable
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Join IOFM's Spring Conference at our new venue this May! ☀️ ✅ Learn from the best-in-class trainers and thought leaders ✅ Take your career to the next level ✅ Grow your professional network ✅ Access the latest technology solutions and more! #IOFMConference #IOFMSpring #Accounting #FinancialOperations #AccountsPayable #AccountsReceivable #FinOps #ProfessionalDevelopment #Networking #TechnologySolutions
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What are other teams doing differently than you? This is your go-to guide to unearth best practices utilized by top-performing AR teams. Learn how to: 🌟 Onboard new customers 🌟 Establish credit policies 🌟 Monitor aging receivables 🌟 Follow-up on late payments 🌟 Automate AR processes 🌟 And maintain strong customer relationships Download now: https://buff.ly/3Vne2yi #IOFM #AR #ARbestpractices #BestPracticeGuide #AccountsReceivable
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Is your finance team ready to meet today's demands for speed and precision? In this webinar, we will discuss: 📈 Building a data-focused infrastructure for automation adoption ⚡ Key strategies to streamline AP operations and boost efficiency 💵 Developing an agile finance function that supports growth and resilience Register today! https://buff.ly/3Zz1LJy #IOFM #AP #APwebinar #IOFMwebinar Tipalti
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Are you new to 1099 reporting? This webinar is designed for beginners, providing a clear and comprehensive overview of 1099 forms, their purpose, and the key compliance requirements. Whether you're an individual, a small business owner, or part of a larger organization, this webinar will equip you with the knowledge and confidence needed to successfully navigate the world of 1099 reporting. Register today! https://buff.ly/41y64q7 #IOFM #AP #IOFMwebinar #APwebinar #AccountsPayable
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Do you know the five most common types of AR fraud? If not, you and your team may be susceptible to costly scams. This guide walks you through key strategies to detect and prevent AR deceptions. Download now! https://buff.ly/41fFi5o #IOFM #AR #ARfraud #AccountsReceivable #fraudmitigation
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Is your AR team ready for success in 2025? Join this webinar to learn how to: 💲 Boost cash flow & cut DSO 💻 Automate & elevate with AI 🤝 Enhance customer loyalty Don't miss this opportunity to equip your AR team with the tools to be successful. Register now! https://buff.ly/3Vi3dNK #AR #IOFM #AccountsReceivable #ARwebinar #IOFMwebinar