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Workshop, Breakout and Demo Sessions for the NAPCP Canadian Commercial Card and Payment Conference


About the Conference Agenda Sessions
Venue Speakers Exhibit Hall, Demos and Sponsors


The 2017 Canadian Commercial Card and Payment Conference will feature four different types of sessions. General Sessions will bring all conference attendees together to kick off each day. Breakout Sessions are "traditional" sessions that feature speaker-led presentations followed by time for questions and answers. Provider Breakout or Demonstration Sessions are offered by industry providers eager to showcase their knowledge and products to current and prospective clients. And Roundtable Discussion Sessions are less presentation-based and more geared toward the sharing of ideas and insight.

Click here to view this year's schedule (PDF). Also, follow the NAPCP on Twitter (@NAPCP_org) for conference news and updates. You may view of list of attending organizations to date.

 

 


Day One General Session:

A Review of the 2017 Purchasing Card Benchmark Survey Results with Emphasis
on the Canadian Response

Presented by: Dr. Mahendra Gupta
, the Geraldine J. and Robert L. Virgil Professor of Accounting and Management, Olin Business School, Washington University


Professor Gupta summarizes key findings from the 2017 Purchasing Card Benchmark Survey of P-Card use in North America. The focus of the presentation will be on market trends and current “best practice” use of Purchasing Cards and card program management activities, with an emphasis on underexploited action items associated with areas of growth opportunity. Professor Gupta will also provide unique survey insights into the Canadian experience with Purchasing Cards.

Key Takeaways:

  • key trends in North American and Canadian Purchasing Card use
  • an update on mobile payments and virtual accounts
  • the state of supplier enablement and strategies for card-using organizations
  • how to use and benefit from benchmark data
  • optimal risk management and control practices
  • a conversation on the “futurescape” of card payments




Day Two General Session:

Mindful Work: Increase Focus and Manage Stress
Presented by: Trish Huston, Speaker | Mindfulness and Yoga Teacher

This interactive presentation will teach participants about the powerful research behind mindful practices, the benefits they can receive, and tangible takeaways to practice better focus in your workspace. Participants will feel empowered to reduce workday stress, increase energy and positivity, and become more efficient with their time. Trish will share the transformative benefits of simple mindful practice: from being more focused and efficient in our work and kinder in our relationships, to experiencing less stress and burnout on a daily basis.




Breakout Sessions

Automating Your P-Card Platform 
Presented by: Ronda Davis, CPCP, Business Data Analyst, SCI

One of the biggest and most common mistakes in P-Card auditing is having too many manual processes. This problem only grows bigger as an organization begins looking at expansion efforts and transaction volume increases. Automating your P-Card auditing process not only tackles that specific challenge, it also can enhance spend visibility, increase productivity and strengthen program controls.

During this session, attendees will learn:

  • benefits of audit automation
  • how to evaluate automation solutions
  • how to implement automation
  • how to use automation to continue your program expansion

Building a Better Travel Expense Program
Presented by:Terri J.B. Moreno, GTP, Travel Manager, Anaren, Inc.

What card is in your employees’ wallets? How can your organization make a mandated Travel Card program work? Do the benefits outweigh the pitfalls? In this age of brand loyalty with miles and cash rebates, how can you convince anyone to ditch a BYOC (bring your own card) policy?

In this session, attendees will gain insight into Travel Card best practices including:

  • how to reduce employee fraud
  • understanding the differences between liability options
  • how using corporate Travel Cards can benefit employees
  • the increased benefit of automated expense reporting
  • what to do about those pesky “points?”

 


Hitchhikers Guide to Travel Management 101

Presented by: Annemarie Reininger, Managing Director, A.Reininger Consulting


A Hitchhikers Guide to Managed Travel 101: Is corporate travel a new category that you have just inherited to manage? Are you a little overwhelmed with the complexity of this unique category? Are you confused with all of the industry acronyms such as OBT, LRA, ATP and the vast number of supplier stakeholders? In this session, we will bring some clarity to those new to managing corporate travel.

Annemarie will discuss:

  • general clarity and understanding of terms and acronyms commonly used within the corporate travel arena
  • an overview of the key stakeholders that make up the corporate travel supply chain
  • basic fundamentals for setting up Corporate Travel


How to Optimize Your P-Card Program

Presented by: Lezly Johnson, CPPB, Purchasing Analyst, Waterloo Catholic District School Board


There is always pressure to expand and optimize your Purchasing Card program as fast as you can. Although there are many benefits of growing your program, such as reduced process costs and added revenue share, there are specific steps you should take first to align your program goals with your organization’s environment. Join Lezly as she discusses how she grew her P-Card program at Waterloo Catholic District School Board, by evaluating the culture of her organization and identifying and selecting the right payment method for program optimization.

Attendees will leave with the knowledge of being able to:

  • identify areas of optimization and expansion
  • discuss pros and cons of each area of optimization
  • understand Ghost Cards vs. ePayables
  • learn how to maximize rebate opportunities


NAPCP Intro and Research Roundup

Moderated by: Katie Beatty, Community Engagement Specialist, 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. During this session, we will walk you through our website to ensure that you are utilizing the tools and resources that the NAPCP offers, such as but not limited to: 

  • Canadian resource landing page
  • eNetworking and Global User Groups
  • shared samples

Then we will discuss key findings from our most recent surveys including: 

  • NAPCP 2016 Global Salary Survey Report
  • Trends in Commercial Card Program Management - NAPCP & TSYS
  • Payment Industry Evolution Survey - NAPCP & Capital One

Because the NAPCP is committed to advancing Commercial Card and Payment professionals and industry practices worldwide, we encourage open discussion and participation during the session. 



P-Card Basics

Presented by: Katie Beatty, Community Engagement Specialist, NAPCP


Whether you are new to P-Cards or are looking to rebuild the foundation of your existing program, this session will cover the P-Card Basics that you need to know in order to implement a sound, sturdy and effective P-Card program. We will look at program logistics, learn how to establish effective strategies and polices, develop a plan for expansion and optimization and learn how to implement and manage a program you and your organization can be proud of.

Attendees will leave with the knowledge of being able to:

  • understand the basics of how P-Cards are used and implemented
  • develop effective strategies and polices
  • plan for future expansion and/or optimization


Picking Up the Check: Identifying Opportunities in Payables

Presented by: Lilia Tanjuakio, MBA, Director, Finance, Deloitte


Payments professionals are becoming increasingly creative as departments usher in new technologies to streamline processes and maximize the value of their card programs. Deloitte used creative approaches to transition into programs that have allowed for greater card spend, increased compliance, control and maximum spend visibility.

By adopting internal systems and expense management tools, Deloitte is able to continuously identify new opportunities, achieve unprecedented success in areas such as travel and entertainment (T&E) and focus on forward-looking initiatives.

The key to Deloitte’s success has been its unique approach to identifying opportunities within payables. Through a combination of creative thinking and automation, the Firm has increased controls, transparency, compliance and card spend. Lilia will discuss:

  • creative ways to increase card spend to maximize program rewards and reimbursements
  • tactics to encourage program compliance
  • management ideas for exploring potential payment opportunities and new technologies
  • guidelines for ensuring seamless program transitions through clear top-down communication

 

Protecting Your Organization from Fraud while Enhancing Operational Performance

Presented by: Fidel Coutou, Senior Director P2P Shared Services, Rogers Communications Canada Inc.


How do you manage a Healthy Card Program? Early Detection.
While it is important to ensure that you do annual checkups, preventative maintenance is the key to ensuring that you operate a Healthy Card Program. During this session, you will learn some of the key controls to reducing risk, identifying potential trends and combating internal fraud.

  1. What to Look for in Fraud Detection Software
  2. How to combat Internal Fraud and Errors
  3. Who should be on a Watch list?
  4. How to Change Behavior

 

Revamping Your P-Card Program to Improve Compliance and Reduce Risk

Presented by: Rita Orsatti, Accounts Payable Manager, Sinai Health System, Mount Sinai Hospital


Compliance, controls, communication and codes are typically deemed “scary” words in the Commercial Card industry, but not anymore! Over the past few years, Mount Sinai Hospital has revamped its mature P-Card program turning those “scary” words into helpful tools that helped them gain 99 percent compliance from their cardholders by using the 5 “R’s.”

Attendees will leave with knowledge to:

  1. analyze current data to create realistic profiles based on organizational activity and cardholder spend history
  2. create a solid communication strategy based off of cardholder profiles and considering corporate culture
  3. audit effectively by using reports to strategically highlight potential policy violations
  4. create infraction codes when auditing expense statements to capture data used to spot and correct cardholder mistakes
  5. use all of the above to evolve your program and be sure to revisit on an ongoing basis to ensure your program continues to balance improving compliance with satisfying business needs


Survey Results: Trends in Commercial Card and Program Management

Presented by: Melissa Moss, Product Development Manager, TSYS


Curious what the “Trends in Commercial Card and Program Management” survey conducted last year by TSYS and NAPCP revealed? Want to know how your answers compare to your peers? The results are in — you don’t want to miss this informative session in which Melissa will share key findings from the research such as overall program satisfaction while revealing barriers, opportunities and status of emerging technologies. Attendees will leave with the knowledge of the following key areas of the survey:

  • understand end-user satisfaction and concerns with their card programs, products and services
  • define end-user familiarity with emerging technologies such as mobile payments and dynamic discounting
  • explore how providers address the end-user program needs and facilitate card program growth


Provider Demonstrations

Please check back regularly for updates


Roundtable Discussion Sessions

  • Cardholder Compliance, facilitated by Rita Orsatti, Accounts Payable Manager, Sinai Health System, Mount Sinai Hospital 

  • Combating Fraud and Managing Risk, facilitated by Fidel Coutou, Senior Director P2P Shared Services, Rogers Communications Canada Inc.

  • Elements of an Effective Travel Policy, facilitated by Terri Moreno, GTP, Travel Manager, Anaren, Inc.

  • Key Process Indicators/Metrics, facilitated by Janet M. Buck, Supervisor, Payables & PCard Program Administration, City of Toronto

  • Pros and Cons of Mobile Payments, facilitated by Katie Beatty, Community Engagement Specialist, NAPCP

  • Strategies for Control and Compliancefacilitated by Shelley Darlington, Manager of Corporate Support Services, Norfolk County

  • Training and Communication, facilitated by Karen Judd, CPPB, Supervisor, Purchasing Services, Norfolk County


Other topics might include:

  • B2B Acceptance
  • Benchmarking/Reporting/Analytics
  • Implementation of Virtual Card/ePayables
  • Integration and Automation of Expense Reporting
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Featured Items
Event Calendar

11/7/2017
NAPCP Commercial Card Regional Forum - Philadelphia, PA

11/15/2017
1099 Reporting and P-Cards: What It Is, When It Changed and How It Is Being Interpreted

11/16/2017
MUFG Virtual Demo: ePayable Payments Without the Reconciliation–Keeping the Buyer in Control

12/6/2017
Capital One Demo: Maximize Accounts Payable Efficiency While Also Turning It into a Revenue Stream

1/18/2018
NAPCP Commercial Card Regional Forum - Denver, CO

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