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E-Invoicing & E-Billing - Billentis

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September 29-30, 2008<br />

Sheraton Frankfurt Hotel & Towers<br />

Frankfurt, Germany<br />

4 th European EXPP Summit<br />

E-<strong>Invoicing</strong> & E-<strong>Billing</strong><br />

The Information and Networking Platform for all Industries<br />

Europe´s E-<strong>Invoicing</strong> and e<strong>Billing</strong> experts meet<br />

:::::::: Over 350 E-<strong>Invoicing</strong>, E-<strong>Billing</strong> and E-Documents specialists from<br />

more than 25 different countries expected<br />

:::::::: Nearly 30 leading solution and service providers in the exhibition are<br />

presenting state of the art e<strong>Billing</strong>, Online <strong>Invoicing</strong> and Electronic<br />

<strong>Invoicing</strong> solutions<br />

Network with CFOs, Heads of A/R and A/P, Controlling and Invoice Management<br />

:::::::: European EXPP Summit brings together E-<strong>Invoicing</strong>, e<strong>Billing</strong> and Online<br />

<strong>Invoicing</strong> experts from Norway to Portugal and from Ireland to Russia<br />

:::::::: This year another 300´000 or so companies are benefiting from<br />

E-<strong>Invoicing</strong> in Europe<br />

:::::::: Large variety of services for electronic invoice processing on offer<br />

:::::::: Hear the latest news about national initiatives such as Online Rechnung,<br />

efacture, e-faktura and facturacion electronica<br />

Procure-to-Pay and Financial-Supply-Chain<br />

:::::::: Success stories telling how the Procure-to-Pay process and the<br />

Financial-Supply-Chain have been significantly improved<br />

:::::::: Focus on the different possibilities for implementing E-<strong>Invoicing</strong> and<br />

e<strong>Billing</strong> and harmonising legislation in Europe<br />

E-<strong>Invoicing</strong> / E-<strong>Billing</strong><br />

Electronic Bill Presentment<br />

& Payment<br />

Electronic Invoice Presentment<br />

& Payment<br />

Electronic Statement Presentment<br />

Top-flight speakers and panellists from 14 countries share their expertise<br />

Daimler, Nordea Bank, European Expert Group for Electronic <strong>Invoicing</strong>, BT<br />

Global Services, Vengroff Williams / Associates UK, VWR International, Ministerio<br />

de Industria, Turismo y Comercio, State Treasury Finland, Maxcredible, <strong>Billentis</strong>,<br />

Swedbank, Eurobits Technologies, PricewaterhouseCoopers, Smurfit Kappa,<br />

Telekurs PayNet, The Netherlands Tax and Customs Administration, MTU Aero<br />

Engines, Royal Bank of Scotland, CEN/ISSS Workshop on e-invoices, Lufthansa<br />

Airplus, Metso Corporation, Hilti, AOL, Bayer Business Services, Schenker,<br />

Robert Bosch, Fortis Bank<br />

Electronic eXchange<br />

With special thanks to our partners:


EDITORIAL<br />

Dear Colleagues<br />

With almost 340 participants from 28 countries visiting the parallel presentation streams and an<br />

exhibition area with 28 leading solution and service providers, the third European EXPP Summit in<br />

London in September 2007 can be considered to have been a huge success.<br />

Finding Germany with an accelerating market development the 4th European EXPP Summit will be<br />

held in Frankfurt on September 29 and 30, 2008. It will reward participants with an exclusive series<br />

of success stories from numerous industries across Europe. Each year, we welcome a growing number<br />

of high-level participants, such as CFOs, heads of A/R and A/P, Procurement, invoice management and<br />

IT, representing companies already using E-<strong>Invoicing</strong> or planning to start soon.<br />

The European EXPP Summit offers its participants different opportunities for networking which are not<br />

limited to the conference itself. The roundtables on day two and especially the dinner boat-tour on the<br />

evening of day one offer various opportunities for networking.<br />

If you require any further information about the European EXPP Summit 2008, please do not<br />

hesitate to contact me.<br />

I look forward to meeting you in Frankfurt/Main, Germany.<br />

Kind regards<br />

Bruno Koch<br />

Chairman and Founder<br />

European EXPP Summit


PARTNERS<br />

<strong>Billentis</strong> is a highly specialised and flexible<br />

consulting company. Its focus is in the area<br />

of E-<strong>Invoicing</strong>/E-<strong>Billing</strong>. Since its foundation<br />

in 1999, more than 120 customers from<br />

some 25 countries have benefited from <strong>Billentis</strong>' specific know-how. Among<br />

them are senders and recipients of bills, solution and service providers,<br />

electronic market places, banks, postal organisations and others from<br />

various industries.<br />

www.billentis.com<br />

Microgen <strong>Billing</strong> - delivering global<br />

billing and document management<br />

solutions. A provider of outsourced<br />

bill distribution services since 1989 and the first UK provider of managed e-<br />

<strong>Billing</strong> services in 1999, Microgen is a market leading provider of multichannel<br />

billing services with customers across numerous industry sectors<br />

and countries worldwide. Microgen provides a managed B2B and B2C e-<br />

<strong>Billing</strong> service, facilitating a structured transition for organisations from print<br />

and mail to electronic distribution.<br />

www.microgen.co.uk<br />

D-TRUST is a wholly owned subsidiary<br />

and the accredited trust centre of<br />

Bundesdruckerei GmbH. We are dedicated<br />

to achieving maximum security<br />

for the benefit of our customers from all over the world. At D-TRUST, we<br />

have our sights set on the future and supply solutions that are legally compliant,<br />

flexible and interoperable. One important precondition for e<strong>Invoicing</strong><br />

is the qualified digital signature. D-TRUST, as an accredited trust centre, is<br />

able to fulfil the legal requirements related to signature, verification and<br />

archiving on the basis of the highest security measures.<br />

www.d-trust.net<br />

The ReadSoft software will<br />

automatically capture and process<br />

your paper and electronic<br />

documents from input to output. ReadSoft offers the perfect solution for<br />

electronically processing all documents in your SAP(tm) R/3® system, fast<br />

and cost-effectively. You can feel comfortable with the integration of crucial<br />

data into your SAP system thanks to ReadSoft´s global market presence and<br />

technology leadership. ReadSoft takes your financial data as seriously as<br />

you do. Being a publicaly traded company, we realize the significance of<br />

financial data.<br />

www.readsoft.com<br />

InvoiceGate - the easiest and<br />

fastest way to European Electronic<br />

<strong>Invoicing</strong><br />

B2Boost (a European leader in Business Transaction Management) has<br />

developed a unique platform that allows European businesses of any size to<br />

exchange dematerialized electronic invoices the easiest way ever seen.<br />

InvoiceGate installs itself in 2 clicks and sends legally compliant e-Invoices<br />

from any Windows based application, to any business partner, in any format.<br />

www.invoicegate.com and www.b2boost.com<br />

TietoEnator is among the leading<br />

architects in building a more efficient<br />

information society and one<br />

of the largest IT services companies<br />

in Europe. TietoEnator specialises in consulting, developing and hosting<br />

its customers' business operations in the digital economy. The Group's services<br />

are based on a combination of deep industry-specific expertise and<br />

latest information technology. TietoEnator has about 16,000 experts in close<br />

to 30 countries.<br />

www.tietoenator.com<br />

Itella Information is a partner for the processing,<br />

management and delivery of information<br />

flows. We specialise in invoicing processes,<br />

document handling and supply chain<br />

integration. We operate in nine mostly<br />

Northern European countries, employing<br />

1,600 professionals. Our turnover amounted to 201 million in 2007. Itella<br />

Information business group is part of Itella Group (former Finland Post<br />

Group).<br />

www.itella.com<br />

«The best place to learn and exchange ideas on future activities and lessons learnt»<br />

(Konstandinos Lambropoulos, Interbanking Systems SIA, Greece)


MONDAY, SEPTEMBER 29, 2008<br />

PRELIMINARY<br />

AGENDA<br />

4 th European European EXPP EXPP Summit Summit 2008 2007<br />

September September 29-30, 10-11, 2008 / 2007 FRANKFURT, / LONDON, GERMANY UK<br />

09:00 REGISTRATION WITH COFFEE AND TEA<br />

09:30 CHAIRMAN'S OPENING ADDRESS<br />

• Market Trends and Perspectives<br />

Bruno Koch, <strong>Billentis</strong>, Switzerland<br />

10:00 WAYS TO MOVE MILLIONS OF ENTERPRISES TO E-INVOICING AND E-DOCUMENT EXCHANGE<br />

• The key issues<br />

• Intentions of the EC and the Expert Group<br />

• What can we expect<br />

Bo Harald, Chairman of the European Expert Group for Electronic <strong>Invoicing</strong><br />

10:40 NETWORKING WITH COFFEE AND TEA IN THE EXHIBITION AREA<br />

STREAM A<br />

Led by André Hintermann, CONCePTAS<br />

11:30 FROM PAPER INVOICING TO 100% E-INVOICING<br />

IN 6 MONTHS<br />

• The challenge with 70 different ERP Systems<br />

producing invoices and supporting documents<br />

• Integrating these different systems to achieve a<br />

consistent billing service for our customers<br />

• Requirements for a solution and the innovative<br />

deployment process<br />

• Rollout to almost 100% of BT's customers in 6 months<br />

• Expected working capital improvement<br />

Erik Ter Horst, CFO Benelux, BT Global Services,<br />

The Netherlands<br />

12:00 CREDIT MANAGEMENT AND INVOICING EFFICIENCY<br />

• The order to cash processing as a third party service<br />

• Synergies between Credit Management and <strong>Billing</strong> Services<br />

• E-<strong>Invoicing</strong> auditability<br />

Robert Williams, CEO and Chairman,<br />

Vengroff Williams / Associates UK, Inc.<br />

STREAM B<br />

Led by Raimund Schlotmann, Itella Information GmbH<br />

11:30 ELECTRONIC INVOICING IN SPAIN<br />

• Government initiatives to boost E-<strong>Invoicing</strong><br />

• Relevance of domestic invoice format FACTURAE<br />

• Marketing activities, incentives and tools to attract all<br />

sizes of suppliers<br />

• Outlook<br />

María-Jesús García-Martin, Ministerio de Industria, Turismo<br />

y Comercio, Spain<br />

12:00 STATE OF FINLAND - FROM PAPER TO ELECTRONIC INVOICES<br />

• Invoices electronically by the end of 2009<br />

• Scope and scale of the project<br />

• How we make it possible - drivers and activities<br />

• Encouraging results: 70% of purchase invoices electronically<br />

Jere Reinikainen, Project Manager, State Treasury, Finland<br />

STREAM C<br />

Led by Anthony Belpaire, Belgium<br />

11:30 HOW TO START AN E-INVOICING PROJECT FROM SCRATCH<br />

• Basic concepts, cost savings, a remark on legislation<br />

• Sending sales E-Invoices<br />

• Receiving purchase E-Invoices<br />

• How to start<br />

Jukka Muhonen, e-invoice expert, Finland<br />

12:00 E-SIGNATURES IN A PURCHASE-CARD ENVIRONMENT<br />

• Disadvantages of traditional processing without E-Signatures<br />

• Requirements for a modern signature solution (legal, technical)<br />

• Options we have evaluated<br />

• The implemented solution<br />

Michael Thomas, Head of Sales & Business Development,<br />

Lufthansa Airplus, Germany<br />

12:30 LUNCH AND NETWORKING IN THE EXHIBITION AREA<br />

«Come and see that you´re not alone in the ExPP Business»<br />

(Petr Hojny, Ceska Sporitelna, Czech Republic)


MEET 350+ DELEGATES<br />

4 th European EXPP Summit 2008<br />

September 29-30, 2008 / FRANKFURT, GERMANY<br />

STREAM A<br />

Led by André Hintermann, CONCePTAS<br />

14:00 BANKS KEY TO THE B2B E-INVOICE MARKET<br />

• Bank's position on the B2B and B2C E-Invoice market<br />

- Swedish perspective<br />

• Why strong SME relations are important in a<br />

B2B E-Invoice perspective<br />

• Swedbank's way of creating a B2B E-Invoice service<br />

• Challenges when entering the B2B E-Invoice market<br />

Sarah Hysén, Product Manager e-invoice, Swedbank, Sweden<br />

STREAM B<br />

Led by Kerri Wynn, Microgen<br />

14:00 PROCESS OPTIMIZATION WITH CUSTOMER RETENTION<br />

• Added value through process optimisation<br />

• E-<strong>Invoicing</strong> project for outbound invoices<br />

• Expectations and goals<br />

• Project plan<br />

• Lessons learnt / Experience<br />

Michaela Conrads, Project Manager eBusiness,<br />

Smurfit Kappa GmbH, Germany<br />

STREAM C<br />

Led by Anthony Belpaire, Belgium<br />

14:00 E-INVOICING AS A KEY ELEMENT OF THE SALE TO<br />

CASH FLOW PROCESS<br />

• Maxcredible insight<br />

• E-<strong>Invoicing</strong> within the Value Chain<br />

• Integration of Service Providers<br />

• Don´t organize the problem, optimize the chain!<br />

Maarten M. Elshove, Director International, Maxcredible,<br />

The Netherlands<br />

14:30 ELECTRONIC INVOICING INITIATIVES OF SPANISH BANKS<br />

• Overview of private initiatives to boost E-<strong>Invoicing</strong><br />

• The role of banks as service platforms<br />

• Acceptance of the user directory (phone book)<br />

• Future options for co-operating domestically and<br />

internationally<br />

Arturo González Mac Dowell, General Director,<br />

Eurobits Technologies, Spain<br />

14:30 VALUE ADDED E-SERVICE FOR SHARED SERVICE CLIENTS<br />

• Drivers and focus of E-Services<br />

• Internal customer vs. external customers<br />

• Beyond E-<strong>Billing</strong>: handling of statements, court letters,<br />

marketing information, payroll, remittance and legal files<br />

• Rollout process<br />

Wendy Mahoney, Independent e-<strong>Billing</strong> Expert,<br />

United Kingdom<br />

14:30 INVOICE DEMATERIALIZATION AT A WORLDWIDE SCALE<br />

• Background and objectives<br />

• Legal compliance<br />

• Supplier enrolment process<br />

• Achievements<br />

Alexandra Piot, Team Leader CPS France,American Express,<br />

France<br />

15:00 NETWORKING WITH COFFEE AND TEA IN THE EXHIBITION<br />

Led by André Hintermann, CONCePTAS<br />

15:45 ELECTRONIC INVOICING IN THE PROCUREMENT PROCESS<br />

AT DAIMLER<br />

• Solution to exchange incoming invoices in an electronic way<br />

• Process overview<br />

• Implementation and rollout at Daimler plants in Germany<br />

Thomas Brand, Methods Business Administration,<br />

Daimler AG, Germany<br />

Led by Kerri Wynn, Microgen<br />

15:45 EXPERIENCE OF INTERNATIONAL E-INVOICING IN A<br />

MULTINATIONAL SSC ENVIRONMENT<br />

• The need for interoperability<br />

• Meeting the demands of customers in different markets<br />

• The (global) buyer's challenge<br />

Soile Hiekkasalmi-Linna, Development Manager,<br />

Metso Corporation, Finland<br />

16:20 PANEL DISCUSSION: ROLLOUT STRATEGIES<br />

• Problems faced and how they were solved/overgained<br />

• Ways to convince customers/suppliers of E-<strong>Invoicing</strong><br />

• The right way: forcing or asking<br />

• How to perform marketing for 'the product'<br />

Wendy Mahoney, Independent e-<strong>Billing</strong> Expert, United Kingdom<br />

Mait Sooaru, Managing Director, Itella Information AS, Estonia<br />

Paul Wildoer, Director of e-Business Europe, VWR Intl., The Netherlands<br />

Jere Reinikainen, Project Manager, State Treasury, Finland<br />

Per Wiman, Business Development, Schenker AB, Sweden<br />

17:00 CLOSING REMARKS AND END OF FIRST CONFERENCE DAY<br />

17:30 ENJOY AN INFORMAL GET-TOGETHER WITH COLLEAGUES AND REFRESHMENTS ON THE DINNER BOAT-TOUR


TUESDAY, SEPTEMBER 30, 2008<br />

4 th European EXPP Summit 2008<br />

September 29-30, 2008 / FRANKFURT, GERMANY<br />

09:00 TAX AND E-INVOICING: THE CEN/FISCALIS INITIATIVE ON E-AUDIT<br />

• The process of E-<strong>Invoicing</strong> auditing<br />

• Measures to facilitate E-Invoice auditing<br />

• Approach in The Netherlands: allowing for E-<strong>Invoicing</strong> system clearance in advance by tax authorities<br />

• Other issues: storage and content of E-Invoices and legal requirements<br />

Joost Kuipers, Expert Group for Tax Auditing, The Netherlands Tax and Customs Administration, The Netherlands<br />

STREAM A<br />

Led by André Hintermann, CONCePTAS<br />

09:40 E-INVOICING AND VAT-MANAGEMENT<br />

• Will E-<strong>Invoicing</strong> be a key driver for VAT-management<br />

• Is there a discrepancy between legal requirements and<br />

cost - effectivness<br />

• How to set up appropriate project management for the<br />

implementation of E-Invoice-based VAT-management tools<br />

• Which other complementary electronic documents can boost<br />

the deployment of E-Invoices<br />

Dr. Wolfgang Matt, Vice President Corporate Taxes,<br />

Hilti AG, Liechtenstein<br />

10:10 IMPACT OF E-INVOICING AND MATTER MANAGEMENT ON<br />

LEGAL DEPARTMENTS´ COST MANAGEMENT<br />

• Characteristics and specialties of legal invoices<br />

• Goals of electronic invoicing and matter management<br />

• Challenges of implementing an integrated solution<br />

• Results and lessons learnt<br />

Jeff Novak, Deputy General Counsel, AOL, USA<br />

STREAM B<br />

Led by Günter Brettschneider, Readsoft<br />

09:40 WORKFLOW-BASED PROCESSING OF INCOMING INVOICES<br />

• Features of our customer - supplier relationship<br />

• The need for action by the AP department<br />

• Internal audit of invoices: the process<br />

• Web based workflow process<br />

• Lessons learnt / future challenges<br />

Franz Vocht, Head of Current Accounts / Purchase to Pay,<br />

MTU Aero Engines GmbH, Germany<br />

10:10 E-INVOICING:GET ON WITH IT<br />

• The importance of E-Channels as part of the VWR Business<br />

• International challenges involving all sizes of customers and<br />

suppliers and how to solve them<br />

• Lessons learnt after several years of E-<strong>Invoicing</strong><br />

and E-Business<br />

• How to continue<br />

Paul Wildoer, eBusiness Manager Europe,<br />

VWR International, The Netherlands<br />

STREAM C<br />

Led by Anthony Belpaire, Belgium<br />

09:40 MAKE OR BUY A SERVICE PLATFORM<br />

• Customer requirements for E-<strong>Invoicing</strong> and beyond: large<br />

to small companies, consumers, network partners etc.<br />

• Make or buy<br />

• Outlook<br />

Martin Frick, CEO, Telekurs PayNet, Switzerland<br />

10:10 SPONSORED SPEECH:<br />

AUTOMATED SOLUTION FOR THE WHOLE<br />

E-BILLING SUPPLY CHAIN<br />

• The billing workflow end-to-end in practice<br />

• Auto-generate digitally signed and VAT compliant<br />

PDF and XML files<br />

• Receive and import electronic bills in the desired format<br />

• Legislation compliant long-term archiving<br />

• Benefits for bill issuers and recipients<br />

Wolfgang Stier, Sales Director, gotomaxx GmbH, Germany<br />

10:40 NETWORKING WITH COFFEE AND TEA IN THE EXHIBITION<br />

Led by André Hintermann, CONCePTAS<br />

11:30 BANKS - ENABLING COMPLIANT E-INVOICING<br />

• Why is RBS involved in E-<strong>Invoicing</strong><br />

• How does a bank enable compliant E-<strong>Invoicing</strong><br />

• Why is trust an essential element<br />

• Opportunity for straight through processing<br />

Ian Watkinson, TrustAssured,<br />

Royal Bank of Scotland, United Kingdom<br />

12:00 UNLEASHING THE POWER OF THE ONLINE BANKING PLATFORM<br />

• Multi-channel approach and digital divide at Fortis<br />

• User centricity drives product innovation:<br />

The end-user's perspective<br />

• Designing a two-sided platform: Adding the<br />

sender's perspective<br />

• Improving the financial cost chain<br />

• Key success factors<br />

Geert Symoens, Head of Remote and One to One Channels,<br />

Fortis Bank, Belgium<br />

Led by Gilles Collet, B2Boost<br />

11:30 PAN EUROPEAN E-INVOICING DEPLOYMENT OF A<br />

CENTRALIZED COMPANY<br />

• International company structure and billing landscape<br />

• Challenge to comply with various local E-<strong>Invoicing</strong> legislations<br />

• The A/R E-<strong>Invoicing</strong> global deployment project<br />

• Combining customers´ technical specifics and requirements<br />

with different national legal obligations<br />

• Automation and saving potentials<br />

Bernhard Probst, Business Process Controller,<br />

Electronic Arts, Germany<br />

12:00 E-INVOICES TO THE MASS MARKET<br />

• E-thinking from order to invoice - this is Schenker e-solutions<br />

• Stronger relationships with the customers<br />

• Environmental thinking - saving the environment<br />

with E-<strong>Invoicing</strong><br />

• Our Way - regardless of customers ERP, massive rollout<br />

• Future opportunities<br />

Per Wiman, Business Development, Schenker AB, Sweden<br />

11:30 Beginning of parallel Roundtables 1 and 2<br />

ROUNDTABLE 1:<br />

HOW TO BREAK THROUGH IN B2C E-BILLING<br />

• Why only two countries in Europe have<br />

made a breakthrough<br />

• Four key components for making a breakthrough in<br />

consumer E-<strong>Billing</strong> in every country<br />

• How to create win-win cooperation in E-<strong>Billing</strong> society<br />

Chair: Mait Sooaru, Managing Director,<br />

Itella Information AS, Estonia<br />

ROUNDTABLE 2:<br />

CHALLENGES DURING IMPLEMENTATION AND HOW TO<br />

SOLVE THEM IN PRACTICE<br />

• Preparing the field internally and externally<br />

• Implementation and rollout<br />

Chair: Marcus Laube, CEO, crossinx, Germany<br />

12:30 LUNCH AND NETWORKING IN THE EXHIBITION


LARGE EXHIBITION AREA<br />

4 th European EXPP Summit 2008<br />

September 29-30, 2008 / FRANKFURT, GERMANY<br />

STREAM A<br />

Led by André Hintermann, CONCePTAS<br />

14:00 GLOBAL ROLLOUT OF A COMPREHENSIVE SOLUTION FOR<br />

INCOMING INVOICES<br />

• Different modules of a comprehensive solution<br />

• The importance of E-<strong>Invoicing</strong> in the overall process<br />

• Preparing the field, internally and externally<br />

• Implementation and rollout experience<br />

Peter Oster, Head of fas - enabling services,<br />

Bayer Business Services, Germany<br />

14:30 SELF-BILLING WITH ESIGNATURE @ BOSCH<br />

• Problems two years ago<br />

• Discussed future options and selection criteria<br />

• Business Case<br />

• How to create a Win-Win situation for Robert Bosch<br />

and its suppliers<br />

• Company-internal results and supplier feedbacks<br />

Mike Lechner, A/P Process Manager,<br />

Robert Bosch GmbH, Germany<br />

15:00 PRESENTATION OF THE ROUNDTABLE RESULTS<br />

15:30 WRAP-UP AND OUTLOOK FOR 2009<br />

15:45 END OF THE EUROPEAN EXPP SUMMIT 2008<br />

STREAM B<br />

Led by Jyrki Poteri, TietoEnator<br />

14:00 E-INVOICING - PRACTICAL CONSIDERATIONS AND<br />

LESSONS LEARNED<br />

• Users - competence, training and guidance<br />

• Compliance - signing, archiving and vendor capabilities<br />

• Process - credit notes, matching and manual intervention<br />

• Product - integration, rendering, reporting and charges<br />

David Taylor, Accounts Payable Manager,<br />

AT&T, United Kingdom<br />

STREAM C<br />

14:00 Beginning of parallel Roundtables 3 and 4<br />

ROUNDTABLE 3:<br />

CO-OPETITION BETWEEN BANKS AND NON-BANK<br />

SERVICE PROVIDERS<br />

• Role of banks in the E-<strong>Billing</strong>/E-<strong>Invoicing</strong> service market<br />

• Role of non-banks in the E-<strong>Billing</strong>/E-<strong>Invoicing</strong> service market<br />

• Role of standards like SEPA<br />

• Where and how could banks and non-bank service<br />

providers cooperate<br />

Chair: Carmen Ciciriello, CEO, SEPA International Ltd,<br />

United Kingdom<br />

Vice-Chair: Eva Hervidsson, Senior Product Manager,<br />

Collection Services, Nordea Bank<br />

Vice-Chair: Gary Benson, OB10<br />

ROUNDTABLE 4:<br />

VAT COMPLIANCE AND E-SIGNATURES<br />

• Legal requirements for domestic and cross-border exchange<br />

• How to process electronic invoices VAT compliant<br />

as economically as possible<br />

• Electronic signatures and their role in VAT auditing<br />

• Obstacles met in practice and how to overcome them<br />

Chair: Marc Joostens, PricewaterhouseCoopers, Belgium<br />

Vice-Chair: Stefan Engel-Flechsig, Legal Counsel & Chairman<br />

of CEN/ISSS Workshop on e-invoices, Germany<br />

«Let`s join in and move the world»<br />

(Adrian Sem, PostFinance, Switzerland)


COMPLEMENTARY EVENT: E-INVOICING OPERATORS' FORUM<br />

WEDNESDAY, OCTOBER 1, 2008<br />

You will find the detailed agenda and bookingform at<br />

www.expp-summit.com/operatorsforum.pdf<br />

Forum Objectives<br />

_ Information exchange<br />

_ Generate awareness about other prerequisites for a successful roaming landscape like directory services, standards etc.<br />

_ Steps for improving the interoperability of electronic networks<br />

_ Networking: Find your future strategic roaming partners<br />

8:00 Registration and coffee<br />

8:30 Opening remarks<br />

Bruno Koch, <strong>Billentis</strong>, Switzerland<br />

8:40 Electronic networks without natural borders<br />

John G Bullard, Global Ambassador, IdenTrust,<br />

United Kingdom<br />

9:10 Co-operation model between banks and non-banks<br />

Eva Hervidsson, Nordea Bank AB, Sweden<br />

9:30 Utilize interoperability with 150,000 suppliers<br />

across Europe<br />

Timo Aarvala, Basware, Finland<br />

9:50 International hub to hub integration<br />

Tim Cole, Causeway Technologies & Marcus Laube, crossinx,<br />

representing the Hub Alliance<br />

10:10 Coffee break<br />

10:40 Bilateral and international connections with<br />

several operators<br />

Andreas Eichler, First Business Post, Germany &<br />

Adrian Sem, PostFinance, Switzerland<br />

11:00 The European Commission and E-<strong>Invoicing</strong><br />

Philippe Caluwaerts, European Commission,<br />

DG Internal Market and Services, Brussels<br />

11:20 International E-<strong>Invoicing</strong> compliance<br />

Christiaan Van der Valk, CEO, Trustweaver, Sweden<br />

11:50 Model B<br />

Bruno Koch, <strong>Billentis</strong>, Switzerland<br />

12:20 Lunch break<br />

13:30 Cooperation between E-<strong>Invoicing</strong> networks and<br />

VANs / banks / EDI Clearing Centres<br />

Patrick Van Hoorde, Head of Partnerships and Alliances,<br />

Certipost, Belgium<br />

13:50 Moving towards a standard for interoperability of<br />

E-<strong>Invoicing</strong> and E-Procurement<br />

Klaus Vilstrup Pedersen, Danish National IT and Telecom<br />

Agency, Member of OASIS, NES, CEN BII & Project<br />

manager of PEPPOL e<strong>Invoicing</strong>, Denmark<br />

14:10 Roaming in practice<br />

Neil Paton, Director of Professional Services,<br />

First4Farming Limited, United Kingdom<br />

14:30 EU Expert Group on E-<strong>Invoicing</strong><br />

Charles Bryant, EU Expert Group for Electronic <strong>Invoicing</strong> &<br />

Member of Network and Standards Sub-group<br />

14:50 Panel: moderated by André Hintermann<br />

Marcus Laube, crossinx<br />

Philippe Caluwaerts, European Commission<br />

Christiaan Van der Valk, Trustweaver<br />

Klaus Vilstrup Pedersen, OASIS/NES/CEN BII & PEPPOL<br />

Charles Bryant, EC Expert Group<br />

16:00 End of E-<strong>Invoicing</strong> Operators´ Forum<br />

Market News: E-<strong>Invoicing</strong> News - register now!<br />

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Title | First Name | Surname<br />

Position<br />

E-Mail<br />

Company<br />

City<br />

Country


EXHIBITORS<br />

Accounting Plaza supports large scale<br />

and medium sized organizations by executing,<br />

maintaining and optimizing their<br />

administrative and HR back office processes.<br />

Accounting Plaza is the largest autonomous Shared Service Centre<br />

in the Netherlands. We process over a million salary slips and approximately<br />

6.5 million invoices a year. Since its foundation in the year 2000,<br />

Accounting Plaza has realized a considerable growth and has evolved from<br />

an overhead department to a professional service provider with currently<br />

400 employees.<br />

www.accountingplaza.nl<br />

Basware is the global leader in purchase-to-pay<br />

solutions with more than<br />

1,200 customers and 650,000 users<br />

in over 50 countries around the world.<br />

Basware's e-invoicing service focuses on promoting e-invoicing and other<br />

electronic data transactions. The service has been operational since 2000<br />

and over 2000 organizations are connected to it directly. Customers are able<br />

to connect through inter-operator connections between other e-invoicing<br />

operators with over 100,000 senders and receivers worldwide.<br />

www.basware.com<br />

Accountis, a UK-based Fundtech company,<br />

provides secure financial document<br />

exchange and payment systems to companies<br />

globally. With state of the art security, the Accountis system provides<br />

all the functionality of an EIPP solution with the additional benefits of being<br />

able to manage, present and receive financial documents and their<br />

associated payments. The platform is compliant with relevant legislation<br />

worldwide, processing over 1 million transactions every day.<br />

www.accountis.com<br />

b-process is one of the largest<br />

European electronic invoicing network<br />

with over 20,000 interconnected<br />

companies, offering a One Stop Shop<br />

solution for issuing and processing e-Invoices. Its ASP platform provides an<br />

on demand, online service in European countries as well as North America.<br />

By covering all the needs of access and exchange of invoicing data,<br />

b-process eases A/R and A/P management and improves traceability.<br />

www.b-process.com<br />

Adaptris is an international software<br />

services business, specializing in<br />

systems integration and electronic<br />

document exchange, with customers<br />

in Telco, Defence, Retail, Betting,<br />

Manufacturing and Agriculture. Through its sister company, F4F, Adaptris<br />

operates a global electronic document exchange Hub, supporting documents<br />

throughout the Order-to-Cash cycle, including E-invoicing. Supplier<br />

invoices are received at F4F and delivered onwards by the methods most<br />

convenient for sender and recipient.<br />

www.adaptris.com<br />

crossgate AG is the leading<br />

expert for universal<br />

data exchange and cross<br />

automation – the automation of business processes within and between<br />

companies across all media. With 3,000 customers, 21.6 million potential<br />

process combinations in its repository and over 40,000 integrated B2B partners,<br />

the majority of the relevant companies already form part of this network.<br />

www.crossgate.de<br />

Atos Worldline, an Atos Origin company<br />

Atos Worldline is a major European IT player<br />

in the processing of high-volume electronic<br />

transactions. It specialises in end-to-end payment services including issuing,<br />

acquiring and developing payment technology solutions; card processing;<br />

CRM & eServices (internet, voice and mobile services). With the focus on<br />

technological innovation, Atos Worldline implements its solutions in processing<br />

or integration mode. Atos Worldline generates annual revenues of EUR<br />

654 million and employs over 4,000 people.<br />

www.atosworldline.com<br />

crossinx (crossings for information<br />

exchange) is the expert for electronic<br />

invoice exchange and other document based business processes.<br />

Employees already implemented first e<strong>Invoicing</strong> projects in 1999. The service<br />

includes the worldwide trading partner onboarding, a tax and legal compliant<br />

solution in more than 23 countries as well as support and operation in<br />

multiple languages. The Managing Director Marcus Laube is the pioneer of<br />

electronic invoicing in Europe. The advisory board of the company is made<br />

up of Klaus Rosenfeld, CFO Dresdner Bank and Michael Kleindl, ex founder<br />

and CEO of Adlink.<br />

www.crossinx.com<br />

«The 'must' event for e-<strong>Invoicing</strong> trends & players»<br />

(Carmen Ciciriello, SEPA International, United Kingdom)


EXHIBITORS<br />

DataCert, Inc. is the largest and fastest-growing<br />

supplier of legal and IP spend and matter<br />

management solutions. Corporate counsel rely<br />

on DataCert’s products and services to manage<br />

legal activities and provide transparency into<br />

outside legal spend. With 57 “Fortune® Global 500” clients and customer<br />

connections in 115 countries, DataCert processes in excess of $9 billion of<br />

electronic billing data on an annualised basis. DataCert is committed to providing<br />

on-demand support for its European clients with offices and personnel<br />

in London, Frankfurt and Paris.<br />

www.datacerteurope.com<br />

Isabel specialises in developing and<br />

supporting corporate eBanking and<br />

electronic invoicing systems. Its solutions<br />

are used by a vast number of<br />

financial institutions and bank associations<br />

throughout Europe. Isabel has developed extensive business know-how<br />

by operating its own multi-banking solutions within the Belgian market for<br />

25 banks and 110,000 corporate customers. Thanks to its Zoomit solution,<br />

Isabel is also the ideal EBPP partner for exchanging documents with consumers<br />

and SME's via Internet Banking. Founded in 1995, Isabel is privately<br />

owned, employs 120 people and is based in Brussels.<br />

www.isabel.eu and www.zoomit.eu<br />

Deutsche Post World Net is the leading<br />

provider of dialog marketing as<br />

well as efficient outsourcing and<br />

system solutions for the letter mail business. With the aid of its modern<br />

infrastructure, the Group is setting worldwide standards for dependable<br />

document handling. Deutsche Post has a modular portfolio of document<br />

management solutions. They support companies in taking steps to optimize<br />

their workflow - all the way to the complete outsourcing of business procedures.<br />

www.dpwn.de<br />

JPMorgan has a clear mission:<br />

Understand the individual needs of corporate<br />

clients and assist them in taking the best path to optimal efficiency.<br />

As an example, the JPMorgan Order-to-Pay service will improve your buying<br />

and accounts payable activities, dramatically reduce costs and improve control<br />

and relationships with suppliers. With integrated cash management,<br />

trade, foreign exchange and asset management services, put the needs of<br />

your treasury, supply chain and liquidity into capable hands. You can count<br />

on JPMorgan to help you navigate the global marketplace.<br />

www.jpmorgan.com<br />

DocteQ develops and markets dQ Manager, a user friendly<br />

and cost effective solution for electronic invoicing. Both<br />

senders and recipients of invoices save time and money<br />

and achieve better precision in their accounting and approval<br />

processes when dQ Manager transfers invoices electronically<br />

from vendors' to customers' ERP systems. DocteQ<br />

cooperates with market leading e-invoice operators. This<br />

makes it easy to deploy dQ Manager without interrupting existing business<br />

relations.<br />

www.docteq.com<br />

Liaison Technologies is a global business-tobusiness<br />

data management and integration<br />

services provider. More than 5,000 organizations<br />

around the world have benefited from<br />

Liaison's integration, master data management,<br />

and consulting services. Liaison enables more than 3 million electronic<br />

transactions every month for companies like CHEP International, Cloetta<br />

Fazer, Merck & Company, Siemens, and Stora Enso. Liaison has offices in<br />

Amsterdam, Atlanta, and Tampere, Finland.<br />

www.liaison.com<br />

Germanys leading service provider<br />

First Businesspost GmbH is offering<br />

data interchange between companies<br />

as a service. First Businesspost has<br />

developed a range of software products that capture data where it is<br />

created, using the printstream instead of classical peer-to-peer interfaces<br />

based on converters. Virtual paper can be created without investment, project<br />

costs or changes to the existing financial systems. This service makes<br />

EDI really interesting and affordable even for small and medium suppliers.<br />

In addition to this the new product 'barcoded eMail' makes VAT compliant<br />

outgoing invoices easier for sender and receiver.<br />

www.first-businesspost.com<br />

Macro 4 knows that optimising the performance<br />

of document management processes can<br />

support an organisation in creating competitive<br />

advantage. Our philosophy is to derive enhanced<br />

performance by making the complex simple. Macro 4's Document<br />

Management Solutions (DMS) handle, control and monitor document-centric<br />

business processes. These solutions capture and store documents, images<br />

and content from any source and assure delivery to multiple print and<br />

electronic channels. UK +44 (0)1293 872000 / DE +49 (0)89 6100970<br />

www.macro4.com<br />

«Attend!»<br />

(Jonathan Crumblehulme, TNT express, United Kingdom )


EXHIBITORS<br />

Pagero is a privately held leading provider of<br />

electronic payment and invoice solutions. The<br />

Swedish company, founded in 1990, offers a<br />

full-range of scalable e-invoice solutions for small, mid-sized and large companies<br />

with local or global operations. The solutions increase operational<br />

efficiency, enhance security, shorten Days Sales Outstanding and contribute<br />

to minimized use of our environmental resources without any extra cost.<br />

Pagero partners with the major banks and ERP vendors.<br />

www.pagero.com<br />

Pepto Systems provide the leading technology,<br />

the EasyInvoice printer, for enabling billers to<br />

send their invoices electronically. The supplier<br />

sending invoices with EasyInvoice enjoys advantages such as assured invoice<br />

delivery, faster invoice processing and fewer disputes. Our solution is<br />

used by the leading service providers in Europe and in the US. The<br />

EasyInvoice electronic invoicing solutions provide seamless integration with<br />

existing operations and processes multiple standards are supported for<br />

region/industry specific purposes; and support is provided for multiple document<br />

types.<br />

www.easyinvoice.eu<br />

For a growing number of organizations, business<br />

process outsourcing (BPO) is becoming an attractive<br />

and more efficient alternative for providing company<br />

services. SAP, the world's leading provider of business<br />

software, develops solutions that enable BPO providers to deliver industry-leading<br />

services quickly and cost-effectively. SAP <strong>Billing</strong> Consolidation is<br />

a NetWeaver-enabled solution designed for BPO providers to build large<br />

business partner networks by facilitating the electronic document exchange<br />

including e-<strong>Invoicing</strong>, digital signatures and archiving.<br />

www.sap.com<br />

TNT Post <strong>Billing</strong> & Document Solutions<br />

presents your invoices and orders exactly<br />

as you, your suppliers or customers want<br />

them thanks to TNT Post's own reliable range of international physical and<br />

digital services. TNT Post <strong>Billing</strong> & Document Solutions is aiming to reduce<br />

order to cash and purchase to pay transaction costs for its rapidly growing<br />

customer base, as well as enhancing ease of use.<br />

www.tntpost.com<br />

ut maco<br />

®<br />

s a f e w a r e<br />

Utimaco is a leading global provider of<br />

data security solutions, enabling mid- to<br />

large-size organizations to safeguard their<br />

data assets against intentional or accidental<br />

data loss, and to comply with privacy<br />

laws. Utimaco’s complete range of<br />

data security solutions provide full 360 degree data protection. Utimaco<br />

offers its customers on-site support via a world-wide network of certified<br />

partners and subsidiaries.<br />

www.ultimaco.com<br />

xyzmo SIGNificant Group is a leading provider<br />

of electronic and digital signature solutions,<br />

offering an exclusive product line that equips<br />

organizations with a smooth transition into a<br />

secured paperless environment. Our digital signature solutions, including<br />

the digital stamp and the electronic personal signature with biometric data,<br />

represent the basis for integrated digital processes.Thanks to our signature<br />

solutions, stamping and signing remain as easy as ever, but are performed<br />

directly within the<br />

electronic document.<br />

www.xyzmo.com<br />

Sterling Commerce, a subsidiary of AT&T<br />

Inc. (NYSE:T), helps customers thrive in a<br />

global economy by connecting their business<br />

communities, processes, people and<br />

technology. More than 30,000 customers worldwide - including over 80 percent<br />

of the Fortune 500 - use Sterling Commerce solutions for business process<br />

integration, multi-channel selling, and supply chain execution inside<br />

and outside their organization to thrive in today's complex, global economy.<br />

www.sterlingcommerce.com<br />

«The premier ExPP focussed event»<br />

(Richard Cogswell, Accountis, United Kingdom)


REGISTRATION<br />

Fax: + 41 71 677 87 01<br />

4 th European EXPP Summit<br />

Sep. 29-30, 2008 / FRANKFURT, GERMANY<br />

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REGISTRATION<br />

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Sheraton Frankfurt Hotel & Towers, Conference Center<br />

Airport Terminal 1<br />

Hugo-Eckener-Ring 15<br />

60549 Frankfurt, Germany<br />

Phone: +49 (0)69 6977 1203<br />

Fax: +49 (0)69 6977 2351<br />

E-Mail: reservationsfrankfurt@sheraton.com<br />

ORGANISER´S CONTACT<br />

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Managing Director<br />

CH-8280 Kreuzlingen<br />

European EXPP Summit info@expp-summit.com<br />

c/o Vereon AG Tel: +41 71 677 8700<br />

REGISTRATION<br />

Yes, please register me for the European EXPP Summit 2008:<br />

2-day pass (Sep 29th/30th) + Dinner Boat-Tour, EUR 1,400<br />

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1-day pass (Sep 29th) + Dinner Boat-Tour, EUR 1,100<br />

1-day pass (Sep 29th), EUR 1,050<br />

1-day pass (Sep 30th) + Dinner Boat-Tour, EUR 1,100<br />

1-day pass (Sep 30th), EUR 1,050<br />

EARLY BIRD: benefit from EUR 150 discount on registration fees<br />

(valid for all bookings received by June 30th, 2008)<br />

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