E-Invoicing & E-Billing - Billentis
E-Invoicing & E-Billing - Billentis
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 />
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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)
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4 th European EXPP Summit<br />
Sep. 29-30, 2008 / FRANKFURT, GERMANY<br />
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European EXPP Summit info@expp-summit.com<br />
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