The Future of IAPP Where Are We Headed? April 14, 2010 Tom Bohn

Where are We Now? MEMBERSHIP 5700 Member in US, Canada and UK 52 Active Chapters in US and Canada Celebrating our 20 th Anniversary Core Products and Services: AP Matters Official Standards and Guidance Setting Body IAPP Website Annual Forum Regional Conferences Networking Training Certification Programs Resource Center Social Networking

If your company would not pay for your IAPP annual membership, would you pay for it yourself? Improve score to 40% or better. MEMBERSHIP SURVEY

“IAPP is responsive to the needs of members” “IAPP provides good member service” Increase both of these scores to 55% or better. MEMBERSHIP SURVEY

Overall Satisfaction 74% of our members have an overall satisfaction level of Very Good or Excellent MEMBERSHIP SURVEY

Motivation to Join Tie between networking and personal/professional advancement MEMBERSHIP SURVEY

Engagement MEMBERSHIP SURVEY

Web Site Traffic WEBSITE Over 20,000 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 Highest Google Rankings New changes, resources everyday 1,400+ Tools, white papers, etc. Live News Feed

Professional Guidance PROFESSIONAL GUIDANCE 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

New Products and Services IAPP BOOKSTORE Self Published products: CAPP Manual IAPP Standards Preventing & Detecting Fraud in AP Controls for AP Departments Launched On-line Bookstore Contracts for 2009/2010: Best Practices and Toolkit Essentials of AP Guide Travel and Entertainment Leadership Skills in AP

Resource Center WEBSITE Revamped Resource Center Added 1,400+ tools New Currency Converter New AP Automation Study Updated/published the “Benchmarking” and “Salary” Surveys. New items added weekly

Forum 2010 AP TRAINING -Member attendees can bring their CFO/Controller/Shared Services Leaders to the conference FREE!! -Multitude of educational opportunities offered in sixteen tracks (over 7 NEW tracks!)sixteen tracks -Over 200 Breakout Sessions -Breakout sessions will be delivered in a variety of ways: traditional presentation styles; interactive, facilitated environments or roundtable discussions -Leading-edge keynote speakers and NEW thought leader sessions -Expanded exhibit hall to include more than 175 service providers -Live entertainment -Co-located with TAWPI

Forum 2010 AP TRAINING John Walsh: -Motivational Speaker -Host, Americas Most Wanted Larry Winget: -Motivational Speaker -Host, A & E’s Big Spender

Forum 2010 AP TRAINING Entertainment: Sunday Evening Entertainment: Wednesday Evening

Social Networking WEBSITE Key Initiatives: IAPP now has over 2500 members on: Linked-in Facebook Twitter

Training TRAINING 2010 Initiatives:  Continuing Free monthly Webinars (both AP & AR)  Added co-produced Webinars  Co-produced with AnyDoc  Co-produced with SAP registered / 156 attended  Fee-based Webinars -  AP Cost Recovery  Working Capital  E-Seminars -  AP Best Practices  AP Leadership Skills  Internal Controls  Tax & Reg  NEW On-Line Self-Study:  1099, 1042, W-8, W-9, B Notices, Sales and Use Tax, Escheatment, etc.

Research and Original Content RESEARCH IAPP Resource Center: Benchmarking Reports / Whitepapers  Published Products:  Document Management Study  Joint SAP Whitepaper  AP Automation Study Coming Soon:  T&E Study (June)  e-Invoicing Study (April)  P-Card Study (May)

Supporting AP Departments OP REVIEW PROGRAM Operational Review Program: New program launched 11/09  Part of the on-site training platform  Allows AP shops to evaluate current practices against leading practices in the profession  Provides overall assessment and recommendations of:  AP shop’s operational efficiency  Alignment with AP best practices  How AP shops compares to IAPP’s Standards and Code of Ethics

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 4/09 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. 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 on IAPP main web.

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. More to Come!

Business Development IARP – ACCOUNTS RECEIVABLE

IARP UPDATE Membership  Launched AR web site  Launched AR.Matters.org  Built membership value proposition and recruitment campaigns Certification  Building AR certification program for 2010 roll out Education  Contracted for new AR Bookstore products 2010  Added new AR webinars, and AR track to Forum

IAPP - UK IAPP - UK AFFILIATE Membership/Chapters  104 new members  Hired full time new membership recruitment executive  Held first chapter meeting Education  Held first AP workshop on Fraud  Planning 2010 IAPP-UK Conference with 15 UK-based partners Certification  Developing new UK Certification, with Local Specialist--TBD

Questions?