The Institute of Finance & Management (IOFM) Announces the Controller’s Conference & Expo

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Controller’s Conference & Expo, the Most Comprehensive Event Dedicated to Controllers, to Take Place September 14-16 at The Westin O’Hare in Chicago, IL

The conference sessions and workshops will offer new and creative solutions to professional problems and provide content speaking to controllers’ needs.

The Institute of Finance & Management (IOFM), a business unit within Diversified Business Communications, has announced the dates and location for Controller’s Conference & Expo: Sept. 14-16 at The Westin O’Hare in Chicago, IL. The event will feature representatives from high-profile organizations delivering more than 20 sessions and workshops essential to controllers’ professional development. Attendees will have opportunities to work toward professional certification and network with top finance professionals.

“We look forward to facilitating this important networking opportunity,” said RD Whitney, Executive Director of IOFM. “The conference sessions and workshops will offer new and creative solutions to professional problems and provide content speaking to controllers’ needs."

Controller's Conference & Expo is the only meeting strictly focused on high-level controller education and practical approaches in a peer-to-peer setting to finance management, forecasting and reporting, risk management cost control, leadership, and process improvements. The event brings together controllers and other top finance professionals and shows them practical ways to improve their finance department operations. Attendees learn about the most complete internal controls and receive vetted, best-practice advice on other compliance issues and how to avoid fines.

At Controller’s Conference & Expo, attendees may choose to take Certified Professional Controller (CPC) Preparation Training, part of IOFM’s Controller Certification Program. The class in Chicago provides a strong review of the certification and ongoing learning program for professional controllers.

Opportunities remain to sponsor and exhibit at Controller’s Conference & Expo. For information, send an email to Brian Cuthbert, bcuthbert(at)divcom(dot)com. To date, the following organizations have joined the roster of Controller’s Conference & Expo sponsors and exhibitors:

Title Sponsor

Gold Sponsors
AvidXchange, Inc.
Commerce Bank
globalVCard® paysystems (CSI Enterprises, Inc.)

Silver Sponsors
Berkheimer Onesource
Cambridge Mercantile
IQ BackOffice
MTS Software Solutions Inc.
Nexus Systems

In addition to IOFM’s own experts, speakers from several national and global organizations will share their expertise at Controller’s Conference & Expo, including:

Joe Euteneuer

David Kotz
Former Inspector General

Jim Brady
Senior Partner

Jodi Bahl
Human Capital Principal and Midwest Affordable Care Act Leader
Ernst & Young, LLC

Erich Heneke
Senior Manager, Supply Chain Management
Mayo Clinic

Karen Anderson
Senior Vice President
Unclaimed Property Recovery & Reporting, LLC

Rodd Mann
Kingston Technology

Brian Brinzo
Assistant Controller

Diane Yetter

Judy Bicking
IOFM Consultant
Former Director
Johnson & Johnson

The first day of Controller’s Conference & Expo will feature two in-depth workshops:

Half-Day Workshop:
Sales & Use Tax: What Controllers Need to Know to Manage Risk
Instructor: Diane Yetter, President, YETTER

Full-Day Workshop:
IRS Regulation Bootcamp
Instructor: Marianne Couch, JD, Principal, COKALA Tax Information
Sessions for the rest of the conference will cover a variety of subjects. Among them will be an exclusive Regulatory Compliance Panel covering pain points such as the Affordable Care Act, sales and use tax, unclaimed property and foreign corrupt practices. Other topics will be innovative metrics, expense reduction and efficiency, working capital strategies, IT and finance system case studies, personal leadership, career insights, and more.

About the Institute of Finance & Management
The Institute of Finance & Management (IOFM) is the leading source and largest provider of tools, resources, research, training, certification programs, and events in the rapidly evolving field of financial operations. IOFM runs three membership networks: The Accounts Payable Network (TAPN), The Accounts Receivable Network (TARN), and The Controller’s Network (TCN). Membership helps professionals advance their careers and organizations improve their processes through access to proprietary information, best practices, and expert insights. In 2014, IOFM will host five events to facilitate education and networking in financial operations including: Accounts Payable Expo East and West, The Controllers Conference & Expo, The AP & P2P Leadership Conference, and The Payments Summit. IOFM is a business unit within Diversified Communications, a global organization operating on four continents and a major independent producer of events and media worldwide. For more information, visit

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RD Whitney
Diversified Business Communications
+1 (207) 842-5601
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