The Future of IAPPWhere Are We Headed?

June 10, 2009

Thomas M. Bohn, CAE

Membership

Key Initiatives:

1) Achieve an 85% retention rate.2) Add 1400 new members.3) Set foundation to double in size within 5 years.4) A minimum of 7 direct mail Campaigns.5) Implement 12-month rolling retention plan.6) 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

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 membersurvey.Launched groupmembership with 89groups & 632 members.Delivered a new govt.group membership –GAPP w/ 70 mbrs.

MEMBERSHIP

Web Site

Key Initiatives:

1) Overhaul our website with core features including:a. Expanded tools and resourcesb. Easy to use interface:

Distinction between members and non-members

c. Robust ‘knowledge’ search engine.

d. Streaming RSSe. Tie in to new AMS and

Financial Systemf. First page on Google for key

searches.

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!

WEBSITE

Web Site Traffic

WEBSITE

Key Initiatives:

Over 15,000 unique visitors per month—less than 2000 on old site.Over 70,000 pages visitedOver 50% new visitorsAverage time on-site: 4:30

Professional Guidance

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

Business Development

IAPP BOOKSTORE

Key Initiatives:

Published products:• 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

Resource Center

WEBSITE

Key Initiatives:

Revamped Resource Center

Added 500+ tools

Developed campaign for “members helping members”

Updated/published the “Benchmarking” and “Salary” Surveys.

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:

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

• “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

FORUM

Annual Forum Feedback

• “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)

FORUM

Social Networking

WEBSITE

Key Initiatives:

IAPP now has over 1200 members on:

Linked-in FacebookTwitter

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.

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

AP TRAINING

This one and a half day workshop includes topics

such as:

• 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

Are you in the education arena and want specific training geared just for you? "Summer School" is now in session!

When: September 14-15, 2009

Where: Philadelphia, PA

Radisson Plaza-Warwick Hotel

Room Rate - $129

Price: $495 members* ($595 non-members)

OR

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

Controllers/CFO’sCash Flow Management

Sarbanes-Oxley

Shared Service Strategies

Revenue Management

IFRS

International Finance Issues

Accounts Payable1099 Workshops

TIN – Matching

Sales & Use Tax

Escheatment

1042 Requirements

PayrollReporting Best Practices

Preparing for Year End

W-2 Requirements

Auditing Payroll

Deferred Compensation Plans

Certification

What We Promised:

Key Initiatives:

1)Rewrite and publish the CAPP study guide. 2)Update CAPP Exam.3)Enhance marketing to CFO’s.

What We Delivered:

Published CAPP Manual 4/09New 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 & ProceduresPLUS redesigned Certification Web Site.

CERTIFICATION

Certification

CERTIFICATION

Certification

CERTIFICATION

Chapters

WEBSITE

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.

AP Matters

AP MATTERS

Key Initiatives:

Update AP Matters with expanded/ custom editorial.

PLUS added new on-line version!

New Bi-Monthly E-Mail Member Newsletter.

Business Development

IARP – ACCOUNTS RECEIVABLE

Business Development

IAPP-UK AFFILIATE

Key Initiatives:

Now in the UK!Launched Web SiteWelcomed first charter member!UK Forum in Planning Stages

Volunteer Engagement

Key Initiatives:

1. Significantly increase the number of volunteers active with IAPP.

2. Expand board size and create an Executive Committee.

3. Further engage the chapters with more interaction, leadership development initiatives and new tools.

Created/Re-Established 6 advisory committees:

• 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)

VOLUNTEERS

Questions?