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LIVE/in-person event in San Francisco: The Rise of Holistic AP

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May 24, 2016
3:30 PM Pacific
Duration: 2 Hours
Live Educational

The Rise of Holistic AP

Accounts payable has historically been a function tied down by inefficient manual payment processes, leading to a heavy cost structure and poor finance visibility as companies grow. However, a new approach is now taking hold -- Holistic AP.

Hear from leading financial management experts and forward-thinking CFOs to learn what Holistic AP is all about and how this “sea change” is transforming supplier payment operations.

By attending you will hear actionable insights from leading subject-matter-experts on the topic of AP management. You will have the opportunity to ask your own questions both one-on-one and in a group setting. There will also be time for networking over drinks and fine food, and a group of accomplished peers to network with. And for CPAs there is 1.5 CPE credits for attending the event.

Distinguished speakers include:
  • Forrester’s Vice President, Principal Analyst, Andrew Bartels on modernizing supplier payment operations.
  • A panel of finance experts including KPMG Principal Laurie Hatten-Boyd, Touch of Modern Co-founder and COO Jonathan Wu, Executive Director of The CFO Alliance Ernie Humphrey, and Director of Finance/HR of Seeking Alpha Persha Valman. The panelists will be moderated by Proformative CEO John Kogan.
  • Tipalti Co-founder and CEO, Chen Amit, on how technology advancements are making the Holistic AP vision a reality.

Location: The Wine & Wall Room at One Market 30 Steuart Street, San Francisco, CA(click for map)

Learning Objectives

After attending this event you will be able to:
Understand how accounts payable has historically been a function tied down by inefficient manual payment processes
Recognize how Holistic AP is now modernizing payment processes
Understand how this “sea change” is transforming supplier payment operations

Agenda: Tuesday, May 24th

3:30pm Opening reception and pre-event networking
4:00pm Andrew Bartels keynote presentation
4:45pm Discussion panel
5:10pm Accounts Payable presentation
5:50pm Q&A
6:00pm Networking


Chen Amit, Co-Founder & CEO Tipalti
Chen Amit
Co-Founder & CEO Tipalti
Chen is a veteran high tech executive and repeat entrepreneur. Prior to Tipalti, Chen was CEO of Atrica, a Carrier Ethernet company that Nokia-Siemens acquired. Before Atrica, Chen was co-founder and CEO of Verix, a provider of business intelligence software. At ECI Telecom, Chen founded their ADSL business unit and led it from inception to $100 million in annual sales. He earned a BSc from the Technion, Israel Institute of Technology and an MBA from INSEAD.
Laurie Hatten-Boyd, Principal, KPMG
Laurie Hatten-Boyd
Principal, KPMG
Laurie Hatten-Boyd is a Principal in KPMG's Washington National Tax Practice and heads up the firm's Tax Information Reporting & Withholding group. Laurie routinely engages in a wide range of withholding tax advisory services to assist both financial and non-financial institutions in complying with their U.S. tax information reporting and withholding requirements. She was acknowledged as one of 10 prominent people in tax nominated by Tax Notes Today 2011 'Person of the Year,' earning this important recognition through her intense efforts to help companies understand and respond to the potential implications of FATCA's far-reaching tax reporting and withholding requirements.
Andrew Bartels, Vice President, Principal Analyst, Forrester
Andrew Bartels
Vice President, Principal Analyst, Forrester
Andrew Bartels primarily contributes to Forrester's offerings for the CIO. As an analyst, he is a leading expert on tech market trends and sizing, cloud and smart computing technologies, tech budget benchmarks and processes, and tech's impact on business operations. He also researches the growing customization of tech systems for industry-specific solutions for utilities, energy, government, education, and professional services sectors. He is a thought leader in buy-side technologies and business networks. Andy has been with Forrester for 15 years, starting with Giga Information Group which Forrester acquired in 2003..
Jonathan Wu, Co-founder and COO, Touch of Modern
Jonathan Wu
Co-founder and COO, Touch of Modern
Jonathan is co-founder and COO of Touch of Modern, a curated online shopping destination for men to discover unexpected products, fashion brands and accessories to elevate their lifestyle. Currently he leads day to day operations, financial strategy, analytics and talent recruiting. At Touch of Modern, Jonathan has led the automation of its accounting and financial operations, minimizing staffing needs and enabling detailed cost accounting. Jonathan has also helped design its internal software infrastructure and processes, driving operational efficiency which have resulted in some of the highest contribution margins in the industry.
Ernie Humphrey, Executive Director, The CFO Alliance
Ernie Humphrey
Executive Director, The CFO Alliance
Ernie Humphrey currently serves as the Executive Director, The CFO Alliance. Ernie is a proven strategy and financial professional with 15+ years of experience. He has an unparalleled background relative to the Office of the CFO. He has served several years as a corporate finance practitioner at a publicly traded company, as the Director of Treasury Services and as a Director for the Corporate Treasurers Council for largest association for financial professionals (the Association for Financial Professionals (AFP)), and was a driving force behind the development of the largest online community for senior level financial professionals (Proformative). During his career he has supported and delivered thought-leadership in the arenas of finance, treasury, accounting, and related disciplines. Ernie has demonstrated success in building consensus, embracing change, driving results through innovation, business development, and community building.
Persha Valman, Director of Finance/HR, Seeking Alpha
Persha Valman
Director of Finance/HR, Seeking Alpha
Persha Valman is the Director of Finance/HR at Seeking Alpha. She has a Chartered Accountant certification, with 20+ years of experience. She currently works as a strategic partner to the media sales team and built the in-house finance department. She also manages employee operations and development internationally and implements planning and budgeting system integration across the company. Previously, Persha was CFO at EIG Renewables, Funworks Media, and Suntree Ltd.
Moderated by: John Kogan, CEO, Proformative
Moderated by: John Kogan
CEO, Proformative
John has been CFO at four technology companies, a finance executive at Cardinal Health, and in multiple roles at AlliedSignal and Cisco Systems. John has raised over $100M in equity capital and debt and has played central roles in numerous buy and sell-side transactions for both public and private companies. As COO at two companies, John also ran Engineering, Manufacturing and Customer Service operations. He has also founded, invested in and been a board member or advisor of a number of companies. John has a B.A. in Economics from Connecticut College and an MBA from the Fuqua School of Business at Duke University.


Event Sponsor Tipalti
Tipalti - Tipalti AP is the only accounts payable (AP) automation solution to streamline all phases of the global supplier payment management lifecycle in one unified cloud-based AP platform.

Continuing Education Information

Certified Public Accountant

Continuing Education Credit:
1.5 CPE Credits
Field of Study:
CPE Delivery Method:
Program Location:
Program Level:
No advanced preparation or prerequisites are required for this course.
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Proformative is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
NASBA – Sponsor Number: 109504
More information about CPE Credits


  • Hosted valet parking is available

30 Steuart St
San Francisco, CA 94105
United States
Laurie Hatten-Boyd, Principal, KPMG
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