Transcript Slide 1

The Future of IAPP
Where Are We Headed?
June 10, 2009
Thomas M. Bohn, CAE
Membership
Key Initiatives:
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3)
4)
5)
6)
Achieve an 85% retention rate.
Add 1400 new members.
Set foundation to double in size within 5 years.
A minimum of 7 direct mail Campaigns.
Implement 12-month rolling retention plan.
Create a member satisfaction survey that also
includes questions that allow us to prospect for
new services that hold value to our members.
7) Create a Group Membership structure.
8) Develop and Implement a plan for government
AP members.
9) Develop/implement a comprehensive
membership growth system with automatic
enrollments.
10) 2010 will have BIG CANADIAN and UK PUSH
MEMBERSHIP
Achieved 84% retention rate YTD.
Added 1,100 new members by April 09.
Completed 7 outreach campaigns YTD.
Developed a New Member Touch Plan for
reinstatements.
Completed a member
survey.
Launched group
membership with 89
groups & 632 members.
Delivered a new govt.
group membership –
GAPP w/ 70 mbrs.
Web Site
Key Initiatives:
1)
Overhaul our website with core
features including:
a. Expanded tools and resources
b. Easy to use interface:
Distinction between members
and non-members
c. Robust ‘knowledge’ search
engine.
d. Streaming RSS
e. Tie in to new AMS and
Financial System
f. First page on Google for key
searches.
WEBSITE
 More than 650+ resources
 Easy to use interface:
exclusive member only web
pages
 Robust ‘knowledge’ search
engine.
 Streaming RSS – Latest
accounts payable news
 New AMS system with over
45,000 contacts, members and
organizations.
 First organization on Google
for accounts payable!
Web Site Traffic
Key Initiatives:
Over 15,000 unique visitors
per month—less than 2000 on
old site.
Over 70,000 pages visited
Over 50% new visitors
Average time on-site: 4:30
WEBSITE
Professional Guidance
Key Initiatives:
 Delivered an official
set of Standards
and Code of Ethics.
 Addition of new
Professional
Guidance Web
section.
 Published
Standards FREE
pocket-guide for
members.
 Now added
To Wikipedia
PROFESSIONAL GUIDANCE
Business Development
Key Initiatives:
 Published products:
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CAPP Manual
IAPP Standards
Preventing & Detecting Fraud in AP
Coming Soon!
• Leadership Skills in AP
• Controls
 Launched On-line Bookstore
 Delivered On-site Bookstore
 Contracts for 2009/2010:
• 14 Contracts for AP
• 4 Contracts for AR
IAPP BOOKSTORE
Resource Center
Key Initiatives:
Revamped Resource Center
Added 500+ tools
Developed campaign for
“members helping members”
Updated/published the
“Benchmarking” and “Salary”
Surveys.
WEBSITE
Annual Forum
What We Promised:
1) Develop and implement an IAPP
Annual Forum enhancement plan to
include:
a. Tracks vs. individual workshops
b. A comprehensive facilitator training
course offered 2-3 months prior to
the Forum
c. This will increase the quality and
delivery of our tracks
d. Highlight our members as
“polished and professional
facilitators/speakers
e. Provide three new networking
opportunities
f. Broaden the types of educational
offerings to include more industry
specific focus (i.e., Government,
Retail, Healthcare)
IAPP-U
What We Delivered:
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10 different tracks, including an
Accounts Receivable Track
A creative, energetic and
comprehensive facilitator course
offered onsite
Over 90% of our facilitators were
subject matter experts and were
polished and better skilled
presenters
Provided 6 new networking events
and 8 standard networking events
Provided a special industry track
that offered over 6 learning labs in
retail; healthcare; higher education
and government.
Annual Forum Feedback
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FORUM
“I wanted to thank all of you for your help making the IAPP conference the best one
yet. The conference ran like a well oiled machine. I was able to network and meet
some awesome members who had some very valuable information for me that my
company will be implementing in the coming year. I was also able to connect with
some vendors that will make those implementations much smoother. In closing,
your staff was definitely on top of their game!”
- Kathy Wardlow, AP Supervisor with Saint-Gobain Containers
“Tom, just wanted to drop you a quick note to express our collective appreciation
for all that you are doing for the IAPP. All of us at Connolly have really noticed a
difference & we can not thank you enough. We look forward to working with you
and your team.”
- Larry Connolly, CEO with Connolly
“I wanted to thank the IAPP for the opportunity to attend this year’s conference. I
am new to the Shared Services world and found the information and the interaction
with industry peers invaluable. To be sure, this conference was one of the best
organized of any that I have attended.”
- Daryl Gehbauer, Sr. Director Financial Shared Services with Wal-mart
Annual Forum Feedback
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FORUM
“I have to say that I think this conference was one of, if not the best conferences that I’ve
been to ever. I’ve been to the last few IAPP conferences and several other software, CPA
conferences, etc. The list of speakers and industry SME’s that attended this year would
be an envy to any group. The “A list” speakers for keynotes was unbelievable especially in
a tough environment and with attendance off slightly. Most people would tend to cut
curriculum or cheapen the experience to keep up with the economy but I not only thought
the quality was as good as years gone by, but BETTER!”
- Brandon Laws, Director Corporate Payables with Lowe’s
“The buzz I hear is that this year’s conference was the best ever and I agree. Thanks so
much for bringing fresh ideas and experiences to the association. The IAPP staff is
exceptional and I enjoy working with them all.”
- Faye Adams, CAPP, AP Manager with B/E Aerospace
“Your efforts to improve and evolve the organization are commendable. From the moment
I arrived at Coronado, I felt a new energy and witnessed excitement among the attendees
and even your staff. While your numbers were down, those who were able to attend were
engaged and truly glad to be involved – a great building block for the future! I would
personally like to thank you for your efforts to connect with Connolly, we look forward to
supporting you and the ongoing success of IAPP.
- Libby Alexander, Connolly Vice Chairman & CEO (Connolly Healthcare)
Social Networking
Key Initiatives:
IAPP now has over
1200 members on:
 Linked-in
 Facebook
 Twitter
WEBSITE
Training
Key Initiatives:
1)Identify four pilot sites for group live
seminars in partnership with other
providers. (Each site to have minimum of
four courses. )
2)Add 12-new custom webinars that are tied
to the most popular workshop topics offered
at the previous Forum.
AP TRAINING
Delivered four pilot Seminars:
• AP Best Practices
• Compliance & Tax Training
• AP Leadership Skills
• Detecting Fraud in AP
Launched TT Webinars & Fee-based:
• Third Thursdays – 100+ regs
• Fraud Fee-based Webinars
PLUS On-line Self Study Program:
• Offering over 300 online courses
through SMARTPros
Are you in the education arena and want specific training geared just for you?
"Summer School" is now in session!
This one and a half day
workshop includes topics
such as:
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Student refunds
Building effective Faculty/Administrator
relationships
University procurement card programs
Fraud
Various other issues facing AP
professionals in the education field
Where: Northeastern University
Boston, MA
When: August 20-21, 2009
Price: $395 members* ($495 non-members)
*Group discounts apply for member organizations,
2+ registrants can take advantage of just
$295 each!
www.TheIAPP.org/symposium
Controllers/CFO’s
Cash Flow Management
Sarbanes-Oxley
Shared Service Strategies
Revenue Management
IFRS
International Finance Issues
When: September 14-15, 2009
Where: Philadelphia, PA
Radisson Plaza-Warwick Hotel
Room Rate - $129
Price:
$495 members* ($595 non-members)
OR
Accounts Payable
1099 Workshops
TIN – Matching
Sales & Use Tax
Escheatment
1042 Requirements
Payroll
Reporting Best Practices
Preparing for Year End
W-2 Requirements
Auditing Payroll
Deferred Compensation Plans
When: October 12-13, 2009
Where: Chicago, IL
Crown Plaza Chicago
Room Rate - $119
Price:
$495 members* ($595 non-members)
*Group discounts available
www.TheIAPP.org/regional
Certification
What We Promised:
What We Delivered:
Key Initiatives:
Published CAPP Manual 4/09
New exam test bank under item review for
testing new outline in Fall 09.
Increased CAPP registrants by 54% from
Spring08 with marketing outreach.
PLUS revamped CAPP & CAPA Policies &
Procedures
PLUS redesigned Certification Web Site.
1)Rewrite and publish the CAPP study
guide.
2)Update CAPP Exam.
3)Enhance marketing to CFO’s.
CERTIFICATION
Certification
CAPP Pass Rate Trending
Pass Rate
80.00%
70.00%
60.00%
67.86%
64.76%
58.62%
58.82%
57.14%
61.19%
56.25%
50.00%
63.27%
67.57%
54.90%56.14%
55.00%
50.00%
40.00%
Spring
2003
Fall 2003
CERTIFICATION
Spring
2004
Fall 2004
Spring
2005
Fall 2005
Spring
2006
Fall 2006
Spring
2007
Fall 2007
Spring
2008
Fall 2008
Spring
2009
Certification
CAPA Pass Rate Trending
90.00%
Pass Rate
80.00%
77.97%
75.00%
70.00%
65.67%
64.29%
60.00%
58.06%
59.46%
57.29%
51.72%
50.00%
40.00%
Fall 2005
Spring 2006
CERTIFICATION
Fall 2006
Spring 2007
Fall 2007
Spring 2008
Fall 2008
Spring 2009
Chapters
Key Initiatives:

Created robust
chapter web sites.
 By end of FY 08-09,
all active chapters will
have a robust chapter
Web site.
 Chapter leaders
section completed on
IAPP main web site by
August 31, 2009.
WEBSITE
AP Matters
Key Initiatives:
 Update AP Matters
with expanded/
custom editorial.
 PLUS added new
on-line version!
 New Bi-Monthly EMail Member
Newsletter.
AP MATTERS
Business Development
IARP – ACCOUNTS RECEIVABLE
Business Development
Key Initiatives:
 Now in the UK!
 Launched Web Site
 Welcomed first charter
member!
 UK Forum in Planning
Stages
IAPP-UK AFFILIATE
Volunteer Engagement
Key Initiatives:
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1.
2.
3.
Significantly increase the number of volunteers
active with IAPP.
Expand board size and create an Executive
Committee.
Further engage the chapters with more
interaction, leadership development initiatives
and new tools.
VOLUNTEERS
Created/Re-Established 6 advisory
committees:
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Membership Advisory Committee
Exhibitor Advisory Committee
Editorial Advisory Committee
Strategic Advisory Committee
2010 Conference Advisory Committee
Chapter Advisory Committee
Certification Council (combined the two
existing CAPP & CAPA councils)
Questions?