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NAPCP Commercial Card Regional Forum - San Francisco, CA
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NAPCP Commercial Card Regional Forum - San Francisco, CA

A one-day NAPCP educational and networking event hosted by the University of California, San Francisco and sponsored by Visa, Inc.

When: Thursday, February 22, 2018
8:30 AM to 2:45 PM
Where: University of California, San Francisco - Helen Diller Family Cancer Research Building
1450 3rd Street
San Francisco, California  94158
United States
Contact: Heidi Kaliher
(952) 546-1880, ext. 4

Online registration is closed.
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NAPCP Regional Forum
San Francisco, CA
Thursday, February 22, 2018
 8:30 a.m. to 2:45 p.m.

University of California, San Francisco
Helen Diller Family Cancer Research Building

1450 3rd Street
San Francsico, CA 94158

 All Are Welcome! Please Join Us
Corporate, Higher Ed, Government/K-12 and Industry Providers

Hosted By




 Sponsored By


Please join the NAPCP, University of California, San Francisco and Visa, Inc. for this one-day education and networking
event for 
Commercial Card and Payment professionals to gather together 
to share program goals, challenges and build one's peer network. 



8:30 a.m. Arrivals and Continental Breakfast

9:00-9:10 a.m. NAPCP Welcome & Introductions
Heather Miller, CPCP, MBA, Community Engagement Manager, NAPCP
9:10-9:25 a.m Host Welcome
Vanessa Wong, Executive Director of Procurement and Supply Chain Solutions, University of California, San Francisco

9:25-10:10 a.m.

NAPCP Overview and Industry Updates
Heather Miller, CPCP, MBA, Community Engagement Manager, NAPCP

As part of its core mission, the NAPCP sponsors research and publishes timely and relevant white papers, survey results and other documents. Collaborating with our partners, we undertake these projects to support Commercial Card and Payment professionals working in the trenches, and the providers who serve them. Heather will provide an update on NAPCP initiatives and feature the latest information in the industry. Details will include:

-discussion on recent survey findings such as the NAPCP Salary Survey and RPMG Global P-Card Benchmarking
-best practices related to obtaining management approval and other hot topics as discovered from recent NAPCP polls
-provide the latest resources for managing a Commercial Card program

About the presenter:
Heather is the community engagement manager for the NAPCP. Before her involvement with the NAPCP, Heather worked at University of Phoenix for nine years. In addition to her responsibilities as procurement operations manager, Supplier Relationship Management and Training, she managed the Purchasing Card and Corporate Card programs. She served as the primary resource to approximately 4,000 cardholders―creating, managing and auditing card and travel policies. Heather completed her MBA in May 2017 and holds the Certified Purchasing Card Professional (CPCP) and Senior Professional in Supply Management (SPSM) credentials.

10:10-10:40 a.m.

Welcome and Innovation in the Payment Industry Presentation
Steven Johnson, Senior Account Executive, Visa Public Sector Team Lead, Visa

Key takeaways:
-understand the rapid change of technology development
-consider new ways payments are made and will be made in the future
-understand the challenge of security payments from new avenues
-consider the possibilities of how to leverage new technologies

Visa is one of the largest retail payment networks in the world, processing over $10 trillion in payment volume on more than 3 billion cards, connecting over 16,000 issuers to more than 44 million merchants worldwide.

About the speaker: 
Steve is the team lead within Visa for all federal, state and local government clients as well as higher education institutions. He joined the public sector team at Visa in 2005 after 23 years as a federal employee. The last four years of his civil service career was as the program lead for the Department of Defense Travel Card program with approximately $4.5 billion in spend and 1.5 million cardholders. He also served as a congressional liaison for the Defense Finance and Accounting Service and U.S. Customs Service before taking on the Travel Card program. Steve is an industry advisor to the Government/K-12 group within NAPCP. He lives in Lakewood, Colorado, with his wife Beverly.

10:40-10:50 a.m. Break
10:50-11:35 a.m. How to Bid Out and Plan for the Future of Your Program
Stephanie Lopez, Special Programs Manager, Procurement Services, University of California

How to Move a Billion Dollar ProgramA look at UC's recent journey through their Commercial Card RFP, which included nearly 20 individual campuses or national laboratory sites and comprised over a billion dollars in annual spend. After being in contract for over 10 years, UC had undergone a multitude of changes and saw unlimited opportunity to bid out a best-in-class program with an eye toward innovation and what Commercial Cards could look like over the next five years. During this session, attendees will learn about:

-the University of California's Commercial Card RFP process
-how UC managed various stakeholders throughout the process, including National Nuclear Security Administration and Department of Energy sites that utilize the contract today
-UC's new Expanded Partnership Program

About the speaker:
Stephanie Lopez is the special programs manager for the University of California (UC) Procurement Services. Stephanie oversees UC's systemwide Commercial Card programs and Sustainable Procurement programs. With over six years of Procurement and Commercial Card experience, Stephanie oversees the UC Commercial Card relationship, delivers content to systemwide stakeholders related to the program and manages all systemwide card initiatives. She is also responsible for communicating industry and policy changes that impact UC Commercial Card use. Stephanie is focused on program expansion through ePayables for the University of California and emphasizing best practices across all UC Campuses, Medical Centers and the Lawrence Berkeley National Lab. Stephanie is also dedicated to Sustainable Procurement and focused on ensuring that all UC procurement practices and supplier relationships holistically address mutual business needs, fair and humane practices and environmental considerations.

11:35 a.m.- 12:20 p.m.
Streamlining Card Audits and Gaining Efficiencies by Leveraging Automation
Melissa Gee, Operations Manager, Supply Chain Management, University of California, San Francisco

Auditing card transactions manually can be a time-consuming and inefficient process. Learn about the University's journey of transitioning from a manual auditing process to an automated process using technology. Attendees will learn about:

-using technology to better analyze card data
-streamlining auditing processes using automation
-developing a cardholder and approver change management plan for automated audits

About the speaker:
Melissa Gee is the operations manager in the Supply Chain Management department. She manages teams that support the University's eProcurement system and P-Card Programs. Melissa has a bachelor's and master's degree in business administration.

12:20-1:20 p.m.
Networking Lunch
1:20-2:20 p.m.

Roundtable Discussions
Roundtable discussions are a highlight of Regional Forums! These discussions provide a casual exchange of ideas between end-users and providers. Let us know what you would like to discuss. Complete the registration form and include your ideas. 

Possible topics include:

  • Auditing
  • Benchmarking
  • Card Types
  • Higher Education Sector
  • Controls
  • ePayables
  • Policies/Procedures
  • Training and Communications
  • Travel
2:20 p.m. Open Discussion and Wrap Up

2:45 p.m. Regional Forum Concludes


Location, Parking and Other Logistical Information

University of California, San Francisco
Helen Diller Family Cancer Research Building

Room 160
1450 3rd Street
San Francisco, CA 94158

There are a few campus parking ramps with a pay rate of $3.75/hour and a $30/day maximum:

-Owens Street Parking Ramp
-Third Street Garage

Finding the meeting room:
Enter the Helen Diller Family Cancer Research Building from the 3rd Street entrance. Check in with security, provide your name and that you are there for the NAPCP Regional Forum. The meeting room number is 160; signage will indicate where the meeting room is located.


Registration Rates
$69 NAPCP members; $99 complimentary subscribers
(Registration fee includes continental breakfast and lunch)

Please note: In the event the forum is at capacity, the NAPCP reserves the right to limit registration to one attendee per provider organization. 

Please click the blue Register button at the top right of this page. You will need to sign into your NAPCP profile. If you do not have an NAPCP profile, go here to establish a paid member or complimentary subscriber profile.
Please see the NAPCP cancellation policy.

Continuing Education Points You must be a registered attendee of this Regional Forum to earn (1) 1.0 point toward CPCP initial eligibility or recertification and/or (2) receive supporting documentation for possible continuing education credit toward other professional certifications.

Hotel Guest Rooms

The NAPCP is not holding a room block at an area hotel. Overnight hotel reservations are made on one's own. Please click here for a list of hotels near the meeting.   

Dress Code Dress is business casual. The meeting room temperature may fluctuate. Please dress and plan accordingly. 

Contact For more information, please contact Heidi Kaliher at or telephone at (952) 546-1880, ext. 4.


: If you are unable to attend, please notify us as soon as possible. A partial refund will be issued for cancellations made more than one week prior to the start of the event. An administration fee, equal to 50% of the registration fee, applies.
Registered delegates who do not attend or cancel less than one week prior to the event are liable for the entire fee. Cancellations must be in writing to

PROGRAM CHANGES AND CANCELLATIONS: The NAPCP reserves the right to make changes in programs and speakers or to cancel programs if enrollment criteria are not met or when conditions beyond its control prevail. The NAPCP will make every effort to contact each enrollee if a program is cancelled. If a program is not held for any reason, the NAPCP's liability is limited to the refund of the registration fee only. 

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