Senior Financial Ops Executives Gather in Orlando for Unique Peer-to-Peer Exchange of Ideas

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Consortium-style roundtables hosted by The Institute of Financial Operations focus on organizational change, technology and innovation, and optimizing cash flow.

The concerns and challenges voiced by the senior executives were already reflected in the overall Fusion program, which created a valuable opportunity,

Four dozen senior executive-level financial operations leaders from across North America and as far away as Israel shared concerns, challenges, and best practices today in a unique peer-to-peer consortium as part of the annual Fusion conference hosted by The Institute of Financial Operations (IFO) in Orlando, Fla., this week.

The Masters Sessions, now in its third year, invites executives such as CFOs, controllers, and heads of accounts payable, accounts receivable, procurement, shared services, and other financial operations to a one-day program tailored for their specific needs. Topics for the roundtable discussions are determined based on participant responses to a survey prior to the event, as well as feedback on that day.

This year’s discussions, facilitated for the second consecutive year by business adviser and author Ed Robinson, included organizational change management, technology and innovation, and cash flow optimization and opportunities.

“The concerns and challenges voiced by the senior executives were already reflected in the overall Fusion program, which created a valuable opportunity,” said Andre Hale, director of AP for Disney’s Worldwide Shared Services and the IFO’s board vice chairman for senior financial ops executives. “Peter Sheahan, the keynote speaker in the conference general session this morning, addressed the issue of managing change, so we were able to use that as a springboard.”

The Masters Sessions morning topic of organizational changed management picked up where Sheahan’s talk left off, with guest facilitator Sherri Merbach, organizational consultant and managing director of C-Suite Analytics.

“Each speaker and facilitator brings a different perspective to the table, as do the senior executives who come to the Masters Sessions,” said Jo E. LaBorde, executive director of The Institute. “Those perspectives enhance the opportunity to exchange knowledge on a peer-to-peer level not offered anywhere else.”

After a networking lunch sponsored by Commercial Card Optimization Inc., the afternoon topics included technology and innovation, and cash flow optimization and opportunities. The program concluded with a dinner sponsored by Concur Inc.

About The Institute of Financial Operations

The Institute of Financial Operations is a membership-based professional association serving the entire financial operations ecosystem, with a particular focus on the accounts payable and accounts receivable disciplines and the related fields of information management and data capture. The Institute grew out of the merger of four associations: International Accounts Payable Professionals (IAPP), International Accounts Receivable Professionals (IARP), the National Association of Purchasing and Payables (NAPP), and The Association for Work Process Improvement (TAWPI).

Based in Orlando, Fla., with affiliates in the U.S., Canada, and the UK, The Institute serves as a global voice, chief advocate, recognized authority, acknowledged leader, and principal educator for people in financial operations. The Institute has a community of nearly 70,000, which includes 9,000 members and customers, and an additional 61,000 financial operations professionals.

The Institute’s members have access to benefits and leading-edge resources such as the award-winning Financial Ops magazine, a dynamic, content-rich website, educational and networking events, online educational offerings, certification and certificate programs, career resources, and volunteer opportunities.

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