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Reporting: Who, What, When, Why and How—Best Practices for Program Management
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Register to participate as a panelist or to listen only during this virtual roundtable on the topic of reporting best practices.

 Export to Your Calendar 2/21/2018
When: 1:00 p.m. Central Time
Where: Join in the discussion on the topic of reporting best practices for program management.
United States
Contact: Day of Contact: Heidi Kaliher
(952) 546-1880, Ext. 4


Online registration is available until: 2/21/2018
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Higher Education Virtual Roundtable

Reporting: Who, What, When, Why and How
Best Practices for Program Management

Open to end-users in all sectors and providers

Wednesday, February 21, 2018

Description

 


This virtual roundtable will provide the opportunity to improve awareness on reporting and best practices. Who should receive your reports? What information should be included in your reports? When should reports be created? Why are they integral to a robust card program? How is report information gathered?

Discussion will include:

  • how reports can be used to support your card program
  • identifying what types of reports are important for program administration/best practices/compliance and updating management
  • frequency of reports
  • options for data collection

This event correlates with Section VII “Managing the Program” and Section F “Program Reporting” of the CPCP exam. 


PLEASE NOTE
The registration form will ask if you wish to be a panelist or in listen-only mode. You should choose "panelist" if you wish to participate during the discussion. The event will allow up to 24 panelists.

Target Audience

Commercial Card professionals who are looking for reporting best practices to broaden their awareness of this important management element.

Facilitators:

About the Facilitators:

Denise Caissie, CPCP, GWCCM, ProCard Administrator
University of Alaska-Fairbanks

Denise is the ProCard administrator at the University of Alaska, Fairbanks (UAF). With over nine years of procurement experience, and three years as the Purchasing Card program administrator, Denise is responsible for managing both the Purchasing and Travel Card programs at the UAF. She has overseen and participated in dramatic changes to the program during the last three years including the current implementation of a Single Use Account (SUA) program for the entire University of Alaska system, and looks forward to expanding the program in the future.


Benjamin Winston, P-Card/Travel Card Manager
Stanford University

Ben has a BS degree from the University of San Francisco in business administration. He has spent his initial career in the banking industry, consulting on improving cash flow and treasury operations for middle-size to large clients. Currently, he is working for Stanford University in card administration and is continuing his education with plans to complete his MBA in December 2017. 

David Minier, Executive Director
Chase and J.P. Morgan

Dave is located in Washington, D.C., and has over 25 years of experience in the card industry. His experience includes sales and relationship management in both card issuing and merchant acquiring, and his focus is on program optimization for clients to ensure prudent program management that drives correct results. Dave is a member of NAPCP's Higher Education Advisory Team (HEAT) and was the NAPCP 2017 Commercial Card Provider of the Year. 

Date, Time and Event Duration

Wednesday, February 21, 2018

U.S. Participation Times
11:00 a.m. PT | 12:00 p.m. MT | 1:00 p.m. CT | 2:00 p.m. ET

 

European Participation Times
17:00 GMT | 18:00 CET | 19:00 EET
(If you are outside these times to participate live, a recording of the virtual roundtable webinar can be ordered in the NAPCP store usually within one week following the event.)

 

The presentation is for NAPCP members and NAPCP subscribers. This virtual roundtable session is intended to last 60 minutes.

 

Please note that there is a two-step registration process to receive the webinar access link.

 

Interested, But Can't Make It? If you are outside these times to participate live, a recording of the virtual roundtable webinar can be ordered in the NAPCP store usually within one week following the event. Please contact Terri Brustad at (952) 546-1880, Ext. 6 if you have any questions. 
Cost and
Onsite Group Participation

The virtual roundtable is complimentary for NAPCP members and $149.00 for NAPCP subscribers. 

Any number of colleagues can join the registrant at the same location and participate; however, only registered attendees earn continuing education credit. All individuals who need to earn credit for the event must register per the instructions below.

Continuing Education Credit

(Limited to Attendees)

In order to earn 0.25 points toward CPCP initial eligibility, re-certification or receive supporting documentation for possible continuing education credit, you must be (1) registered on the NAPCP website AND GoToWebinar, and (2) you must log into GoToWebinar the day of the webinar individually.

 

Attendance cannot be tracked if you do not log in individually and therefore you will not receive CPCP credit. 

Registration Process and Deadline

The NAPCP is using the GoToWebinar solution to facilitate the event. Please note the two-step registration process:

Step 1. Please click the blue Register box at the top of this page. After you click "Submit," you will view a thank-you page that includes instructions and a hyperlink to the GoToWebinar event page.

Step 2. Click the GoToWebinar link in the thank-you page and simply enter your first name, last name and email address to "reserve your seat" in the webinar. This is an important step so that you receive instructions to join the webinar the day of the event.

PLEASE NOTEThe registration form will ask if you wish to be a panelist or in listen-only mode. You should choose "panelist" if you wish to participate during the discussion. The event will allow up to 24 panelists.

Questions about GoToWebinar? Consult the GoToWebinar Quick Reference Guide.

Registration via the NAPCP website will close at 12:00 a.m. on the business day prior to the webinar.

Dial-in Number & Access Code

After registering, please contact your IT department to ensure that GoToWebinar@citrixonline.com is on your organization's "Safe Sender" list. This is an important step so that you will receive email reminders and complete log-in details prior to the event.

At least one business day prior to the webinar, each registered participant will receive an email message from GoToWebinar with a dial-in number and access code. Please save this important email message. If you do not receive this information at least one business day prior to the webinar, please call Heidi Kaliher at (952) 546-1880, Ext. 4, or email heidi_kaliher@napcp.org. Your dial-in number and access code cannot be shared.

Questions

Submit Questions During the Webinar:

During the Q&A portion of the webinar, you will be able to submit questions using the intuitive GoToWebinar tool. You will receive instructions on how to use the tool during the first few minutes of the webinar.

Questions Not Answered During the Webinar:
 

Participants should contact the speakers directly if their questions (those relevant to the subject matter) are not answered during the webinar.

For More Information For more information, please call Terri Brustad at (952) 546-1880, Ext. 6, or email at terri_brustad@napcp.org.
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 program fee (if applicable) only.

 

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