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2017 Annual Conference Provider Breakout or Demos

 


Provider Demonstrations or Breakouts

 

       


  

Provider Breakout or Demonstration Sessions
These sessions are offered by industry providers eager to showcase their products to current and prospective clients or provide thought leadership in the Commercial Card industry. Links to other session types.


Automated Transaction Analysis to Enhance Electronic Payment Compliance and Fraud/Misuse Identification
(Open to end-users and providers)
Presented by: David Alpha, Vice President/Business Leader, North America Commercial Card Products for Mastercard, also presenting with Oversight Systems, Inc.

SILVER PARTNER SPONSOR
Mastercard
Mastercard (NYSE: MA), www.mastercard.com, is a technology company in the global payments industry. We operate the world’s fastest payments processing network, connecting consumers, financial institutions, merchants, governments and businesses in more than 210 countries and territories.

Oversight Systems, Inc.
Oversight Systems, Inc. makes a difference within the clients it serves, and has the experience to prove it, analyzing over $2 trillion in expenditures annually at Fortune Global 5000 companies and government agencies. www.oversightsystems.com

Attendees will learn how they can:

  • eliminate manual sample-based review of expenses
  • reduce level of effort to investigate and resolve findings
  • create a culture of compliance via effective employee engagement
  • provide an objective, consistent and reliable approach to audit
  • identify employee behaviors that represent fraud, waste and misuse
  • leverage best-practice analytics configured to client risk
  • preferences
  • reduce “rogue” spend by eliminating waste and misuse
  • recover funds from duplicate and improper expenses
  • deter fraud and compliance violations




Be Exceptional! Automating Your P-Card Exception Analytics
(Open to end-users and providers)
Presented by: ACL Services Ltd.

ACL Services Ltd.
ACL is a global software company with innovative solutions to help P-Card and finance professionals keep their processes in check and protect their organization’s reputation. Through a unique combination of extreme ease-of-use, cloud delivery and the integration of industry standard risk and data analytics, ACL’s platform allows you to efficiently manage your P-Card programs to stamp out fraud, waste and abuse. Learn more at our booth and www.acl.com.

Modern organizations face increased risk and scrutiny managing their corporate purchase, travel and credit card programs. Rear-view mirror monitoring, sampling and manual efforts do not provide assurance about the health of your processes.

In this session you will learn how to create a continuous monitoring program using data analytics that will enable you to discover fraud, misuse and errors, and you give visibility into the health of your program.

In this session, you will learn how to:

  • create a continuous monitoring program that will identify card exceptions
  • locate and use other data sources to enrich the value of the testing
  • learn about how advanced techniques such as fuzzy matching and statistical analysis can be used for deeper testing coverage
  • see the benefits of advanced reporting and automated workflow of exceptions



Citi® Commercial Cards: Supercharge Your Virtual Cards Program by Optimizing B2B Card Acceptance
(Open to end-users only)
Presented by: Citi
ALLIANCE PARTNER SPONSOR
Citi
Citi® Treasury and Trade Solutions (TTS) provides integrated cash management and trade finance services to multinational corporations, financial institutions and public sector organizations across the globe. Citi Commercial Cards forms part of the TTS business, offering a comprehensive range of payment solutions, with a greater level of control and spend visibility, to help organizations effectively manage their card program. As a leading Commercial Card issuer, Citi offers a global footprint, supported by unrivalled card acceptance and a consistent global customer experience. We continue to lead the way in delivering innovative and tailored solutions. 
In this session, attendees will learn to identify opportunities for immediate and impactful improvement to their B2B card programs. This session will address:
  • emerging trends in B2B programs
  • best practices to help improve procure-to-pay processes
  • steps to overcome supplier resistance and drive
  • further adoption of your Virtual Cards for accounts payable
  • benchmarks and other types of analytics to learn how your program’s spend compares to your peers




Four Tools for Turning Your AP Cost Center into a Profit Center
(Open to end-users only)
Presented by: Jon Madsen, Payment Solutions Consultant, U.S. Bank Treasury Management; Brock Anderson, Virtual Product Payment Manager, U.S. Bank Corporate Payment Systems; Dale Hudoba, Supplier Enrollment Manager, U.S. Bank Corporate Payment Systems; and Kurt Pfeiffer, Senior Marketing Manager, Middle Market, U.S. Bank Corporate Payment Systems


SILVER PARTNER SPONSOR
U.S. Bank Corporate Payment Systems 

U.S. Bank Corporate Payment Systems helps organizations reduce payment costs and enhance efficiency through the use of Travel, Purchasing, Fleet and Aviation Charge Cards as well as virtual accounts and other payment products. With 1,000 employees in North America and Europe, the business processes more than $50 billion in payments volume annually. U.S. Bank is the fifth-largest commercial bank in the United States.
This session is a deep dive into three powerful U.S. Bank tools for creating value in your financial systems:
  1. Working Capital Engagement: A proprietary process for examining and improving your cash management practices.
  2. AP Connector: A major obstacle to virtual payments comes before you start—the effort and expense of integrating your accounting system with your bank. Until now that is.
  3. Card Program Optimization: Learn about our four-step AP analysis service that helps you gain maximum value from your card program and identify new ways to save.
  4. AP Optimizer: Marry your payments and your accounting systems into a single platform that tells you when to pay and how to pay, and makes it all easy.

 

Four Ways to Evolve Your Program to Meet Your Company’s Payment Needs
(Open to end-users only)
Presented by: Wells Fargo Bank, N.A.

ALLIANCE PARTNER SPONSOR
Wells Fargo Bank, N.A
Wells Fargo & Company (NYSE: WFC) is a diversified financial services company with $1.9 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,600 locations, 13,000 ATMs, the internet and mobile banking, and has offices in 42 countries and territories. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially.
When the only constant in the world is change, how do you balance the familiar control of your card program with the need to remain flexible to new ideas and opportunities? This session will share best practices in how to embrace change within your card program. Learn how to use data analytics to support your digitized payments initiatives, understand when local currency cards make sense, and identify how to implement the mobile technology your cardholders demand. By the end of the session, you will be able to recognize these new opportunities, feel comfortable in introducing change, and understand how leveraging a flexible card platform leads to program growth and user satisfaction.

 


Gain Control of Maverick Spend
(Open to end-users only)
Presented by: George Hansen, VP Global Commercial Alliances, American Express and Sarika Gang, SVP Marketplace, Tradeshift

GOLD PARTNER SPONSOR
American Express
Through its Global Commercial Payments division, American Express offers a suite of payment and lending products that help businesses and organizations of all sizes gain financial savings, control and efficiency. Global Commercial Payments provides solutions for travel and everyday business spending, cross border payments, global currency solutions and business financing.

To learn more about Global Commercial Payments, visit business.americanexpress.com.


Tradeshift
Tradeshift is a flexible business commerce platform where companies can buy, sell and tailor B2B solutions to meet their needs. Tradeshift connects 800,000 businesses across 190 countries and is headquartered in San Francisco with offices in Copenhagen, New York, London, Paris, Suzhou, Tokyo, Munich and Sydney.
Maverick, non-invoice-based spend, poses issues for companies. Tradeshift GO, a new product by Tradeshift, in collaboration with American Express allows clients to help control and gain transparency into maverick spend.
Key takeaways:
  • discover what maverick spend is and a new solution to control it
  • learn how American Express is collaborating with companies to simplify money movement via our Commercial Payments Digital Platform
  • understand how Tradeshift GO can help your organization control maverick spend
  • hear how a trusted brand like American Express is revolutionizing payments in the B2B space



 
Grow Your P-Card Program and Reduce Risk with Amazon Business
(Open to end-users and providers)
Presented by: Amazon Business

Amazon Business
Amazon Business is a new marketplace on Amazon.com that combines the selection, convenience and value customers have come to know and love from Amazon, with new features and unique benefits tailored to businesses.
P-Card programs struggle with limited control and visibility into purchases, increasing the risk of rogue spend. Now, with purchase approvals, line item detail and purchasing analytics on Amazon Business, you can take advantage of the convenience of Purchasing Cards while limiting risk.

This session will address innovations in L3 data transmission, reconciliation, curation in online marketplaces and more.

Attendees will:

  • learn about P-Card data enhancements and reconciliation support on Amazon Business
  • discover how their peers are already changing processes
  • get advice on what steps to take to keep pace with change



Houston, We Have a Problem… Our Electronic AP Program has Stalled
How to Re-Launch Your AP Program to Maximize the Results

(Open to end-users only)
Presented by: Bob Sneed, SVP of Corporate Payments, Wex, Inc.


This breakout session is designed for card program administrators to educate them on launching, re-launching or just plain energizing their Electronic Accounts Payables (AP) programs. This session will go well beyond the traditional single-use card and position any Electronic AP program for success. We will provide best practices, trends, strategies and practical takeaways that can be implemented upon returning to work.

 

Introducing Capital One’s Innovative T&E App
(Open to end-users only)
Presented by: Capital One

GOLD PARTNER SPONSOR
Capital One
Capital One offers a full suite of Corporate Card solutions—including Corporate Travel and Purchasing Cards and Electronic Accounts Payable. Our company began as a pioneer in offering innovative card solutions to meet the needs of our customers and has since grown into a diversified financial services company. We’re currently a Top 10 United States bank based on asset size. Throughout our journey, we have remained committed to offering best-in-class card features, digital solutions and superior service for our clients. For more information, visit www.capitalone.com/corporatecard.
Capital One is excited to demo our new, innovative T&E app exclusively to NAPCP end-users. Be among the first to see our app in action and hear about future capabilities. Some highlights include:
  • receipt capture—on authorization; no need to wait for a posted transaction
  • mileage capture using the intelligence of Google
    add transaction detail—attendees, notes, general ledger information
  • [future functionality] approve/decline expense report functionality
  • [future functionality] GPS-based attendee addition

 

Optimizing Payment Strategy—Extend Card and Retain Key Supplier Relationships 
(Open to all, but end-users preferred)
Presented by:Bank of America Merrill Lynch

ALLIANCE PARTNER SPONSOR
Bank of America Merrill Lynch
Bank of America Merrill Lynch is a leading provider of card solutions to companies, globally, and to federal, state and local government entities in the United States. We will work with you to understand your unique payments processes and work to deliver integrated electronic solutions designed to help increase efficiency, visibility and control.

www.bofaml.com/cardsolutions
Through this interactive discussion with a leading provider of card solutions and several successful buying organizations, you will hear testimonies that highlight how to:
  • Deploy best practices for maximizing working capital management with card
  • Extend supplier adoption of card payments through a variety of on-boarding and retention tactics
  • Effectively leverage alternative interchange programs to mitigate cost of acceptance concerns
  • Understand network preferred pricing for select merchants, the impact to supplier acceptance, and to potential revenue share


Payment Optimization: The How, The Why and The Who
(Open to end-users only)
Presented by: Doug Seaberg, Director of Business Development, U.S., EML Payments

EML Payments
EML is a full-service payments company that helps organizations generate revenue through innovative payment solutions. Formed in 2003, EML is a certified MasterCard® and Visa® processor and program manager, managing more than 800 payment card programs around the globe. While our U.S. headquarters is located in Kansas City, we also have offices in Brisbane, Australia, and Birmingham, U.K. EML offers a comprehensive line of B2C and B2B card programs and payment solutions, and delivers its clients creative programs with unparalleled agility, cost savings, speed-to-market and 24/7 support.

Paying your vendors on time in the right amount for the services your company requires is at the heart of a good business relationship. It is also true that the payment process is a carefully designed series of activities involving your company, your vendor and one or more third parties. Did you know that selecting the “wrong” payment method can add internal processing costs, create additional banking fees, prevents the proper application of your payment to the amount owed to the vendor and builds in delays before that payment is received?
Topics covered will include:
  • how to begin analyzing your AP current state
  • how a third party vendor uses a payment analysis to design and execute a successful supplier payments program
  • what to consider when selecting payment services partners
  • how to determine what’s best for the buyer (you) and your suppliers
  • important considerations when making a change to your payment process
  • what cost savings and additional revenue should I expect
  • what compliance and support come with a payment program


Realizing Successful Global P-Card Management: Implementation 3.0
(Open to end-users and providers)
Presented by: Warren Gofstein, Regional Director of Sales, DATABASICS

ALLIANCE PARTNER SPONSOR
DATABASICS
DATABASICS provides cloud-based, next generation Expense Reporting, Timesheet Management, P-Card Management and Invoice Automation. DATABASICS P-Card Management empowers organizations to take advantage of the efficiencies of P-Cards while maintaining full oversight. Specializing in meeting the most rigorous requirements, DATABASICS offers the highest level of service to its customers around the world.

www.data-basics.com
Is your company’s P-Card program expanding overseas? Do the limitations of your current bank solution make P-Card management a hassle? To successfully manage a global P-Card program, you need the right controls in place and real-time visibility in spend. But, most importantly you need a trusted provider to assist with planning and preparing for this major global endeavor. In other words, you need a solution that will do the heavy lifting for you. You don’t have to be overwhelmed by the financial and organizational challenges ahead. Instead, this time can be a source of excitement about new opportunities abroad. This session will guide you through the effective implementation of an international P-Card control environment, helping you take advantage of the simplified process and cost reduction inherent in P-Cards.

DATABASICS will lead attendees in discussion of:
  • implementation of a successful international P-Card control environment
  • the importance of having an automated management system, workflows, mobile access, and real-time visibility
  • anticipating and solving internal change management challenges
  • exploration of the part played by Millennials
  • innovations and the latest and greatest trends in
    P-Cards management



Simple Steps to Expand Your P-Card Program and Build Sustainable Compliance
(Open to end-users and providers)
Presented by: Michel Caluori, Delivery Manager, CIDA, CISE, CaseWare Analytics

CaseWareAnalytics
CaseWare Analytics is home to CaseWare P-Card Monitoring Solution, which enables P-Card managers and other finance professionals around the world to discover trends, identify breaks in internal controls, uncover fraud, ensure compliance and improve business processes. From monitoring the use of Purchasing Cards to managing travel and entertainment (T&E) expenses and procure-to-pay processes, CaseWare Analytics has the expertise, products and services to monitor your financial programs.
Non-compliant purchases are a problem in every P-Card program and the best way to avoid fraud and ensure compliance is to continuously monitor and analyze every transaction. This presentation will use real-world examples to illustrate how many organizations have adopted automatic transaction monitoring solution to identify exceptions like out-of-policy purchases, split transactions and excessive use of Purchasing Cards. It will also discuss the importance of adopting a solution with configurable workflows to alert key stakeholders and cardholders of issues, as well as engage the right people in the timely resolution of anomalies. Finally, the presentation will demonstrate some real savings achieved by select organizations when they adopt a continuous controls monitoring approach.

Key takeaways:
  • identify common non-compliant or fraudulent P-Card scenarios
  • learn how analytics can be used to recognize non-compliant and fraudulent purchases
  • understand how HR and Accounts Payable data enhance the monitoring of P-Card transactions
  • review common remediation steps for anomalies or out-of-policy purchases
  • explain how P-Card managers and other finance professionals can demonstrate the value of P-Card monitoring solutions to key stakeholders

 

Swapping Your Payables Wallet for a Payment Network Powerhouse 
(Open to end-users and providers)
Presented by: Liz Ashey, Vice President, Paymode-X Channel Strategy, Bottomline Technologies, and Raghuram Adiraju, Director, Large Market Commercial Products, Mastercard

Bottomline Technologies
Businesses around the world depend on Bottomline Technologies (NASDAQ: EPAY) solutions to help them pay and get paid, including some of the world’s largest systemic banks, private and publicly traded companies and insurers.

www.bottomline.com/us

SILVER PARTNER SPONSOR
Mastercard
Mastercard is a technology company in the global payments industry. We operate the world’s fastest payments processing network, connecting consumers, financial institutions, merchants, governments and businesses in more than 210 countries and territories. MasterCard products and solutions make everyday commerce activities easier, more secure and more efficient for everyone.

www.mastercard.us/en-us/businesses.html
Existing approaches to business payments are fragmented, complex and broken. Sixty-one percent of organizations have a payment strategy calling for different payment methods (electronic AP cards, ACH, check and wire), yet using all of these means cobbling together disparate payment solutions from multiple providers or banks.

The integration of Bottomline’s Paymode-X network with MasterCard’s virtual card solution, In Control for Commercial Payments, offers a streamlined, integrated approach to payables. This new solution provides corporates the ability to make all payment types easily and securely with a single file, while tapping into the power of the large established supplier networks of Paymode-X and MasterCard.

Attend this session to:
  • learn why you’re missing opportunities to maximize AP’s transformation to a profit center
  • learn how to make your payments mix hassle-free
  • get a sneak peek at how MasterCard’s Virtual Card works with the Paymode-X network



Transform Card Program Compliance Using Automation and Data Analytics
(Open to end-users and providers)
Presented by: Oversight Systems, Inc.

Oversight Insights On Demand™
Oversight Insights On Demand™ is a web-based artificial intelligence solution that automates spending program compliance by comprehensively analyzing expense report, Purchasing Card and accounts payable transactions to identify fraud, non-compliant purchases and wasteful spending. Through visibility into the interaction between policy and behavior, Oversight offers opportunities for ongoing improvement, and helps organizations transform how they are managing risks in their spending programs. Oversight makes a difference within the companies it serves, and has the experience to prove it; analyzing over $2 trillion in expenditures annually at Fortune Global 5000 companies and government agencies. Oversight’s solution is strengthened by partnerships with Concur, Oracle, SAP and TSYS. For more information, visit
www.oversightsystems.com.

Integrate compliance with business operations via automation and data analytics to prevent fraud, waste and misuse. Discuss the challenges organizations face with traditional processes and learn from experiences of organizations who have found a new approach. Attendees will learn how the risk-based and automated approach to compliance can make controlling spend easier and more efficient.

As a result of attending this session, attendees will learn:
  • Best practices to influence employee behavior, reduce card administration risk and maximize rebates
  • How automated analysis equates to significant cost savings and process improvements for companies who use it
  • How to create a centralized approach to ensuring total compliance for corporate spending policy



Using Expense Management Systems to Support Your P-Card
(Open to end-users and providers)
Presented by: Debra Moss, CPCP, Principal, Acquis Consulting Group, LLC

Acquis Consulting Group, LLC
Acquis is a global consulting firm specializing in strategy and implementation. Acquis’ deep expertise and breadth of experience in corporate travel & expense and Commercial Cards helps organizations define and strengthen their total travel programs, leading to both organizational and traveler efficiencies and bottom-line savings. Our expertise includes process improvement, program and project management, change management, operational strategy, systems implementation, and analytics and reporting. Acquis has implemented Expense Management systems for 80+ companies, in over 90 countries.
If you’ve been wondering whether to include P-Card data in your Expense Management solution, look no further. This session will cover the pros and cons of using an Expense Management solution to support your P-Card reconciliation. It will also discuss the different options for setting up P-Card processes within an Expense Management solution, and how to determine the best method for your organization.
Key Takeaways from this session include:
  • How a P-Card fits into the Expense process
  • Advantages and considerations of including P-Card charges within your expense solution
  • Different approaches to implement a P-Card in your Expense Management Solution and why you might choose one over the other



Virtual Card Solution
(Open to end-users only)
Presented by:Dan Trbovic, Senior Commercial Card Sales Officer, BBVA Compass

BBVA Compass 
BBVA Compass is a wholly owned subsidiary of BBVA. Both rank in the top 25 banks; globally by market cap and domestically by deposits. BBVA Compass is a Sunbelt-based franchise offering treasury services nationally. Its diversified business offering relies on technology as a key competitive advantage. Global Finance named BBVA Compass the Best Treasury & Cash Management Provider in the Southwest Region.
Get acquainted with BBVA Compass and their innovative automated accounts payable tool, Spend Net Payables. Finally, organizations seeking to harness single-use account number technology for supplier payments have a powerful and complete online solution that can streamline payment processing and help manage risk. Spend Net Payables also delivers high-performing organizations the features they demand—supplier enrollment, bulk invoice processing, exact-authorization, on-demand payments, buyer-initiated payments, fax and email payment notifications, and automated reconciliation capabilities. Spend Net Payables is a complete solution, tailored to help your company maximize working capital and optimize payment processes.

 



Visa Business Data Solutions
(Open to end-users only)
Presented by: Vinoth Rajkumar, Senior Director, Commercial Information and Back Office Platform Development, Business Solutions, Visa Inc.

GOLD PARTNER SPONSOR
Visa
Visa is a global payments technology company working to enable consumers, businesses, banks and governments to use digital currency. Visa sponsors the NAPCP in order to help Purchasing Card and Travel Card administrators have the latest knowledge of industry innovations and services.

This session will describe Visa’s capabilities around providing data to clients. In a digital payments world, the ability to gather timely and accurate information about an organization’s financial position is more important than ever. Obtaining this consolidated view can be challenging. Visa IntelliLink Data Solutions (VIDS), offered through your issuer, can help by providing departments and agencies with the commercial data you need in your preferred format, which is available as self- or full-service options. The Visa Business Data Solutions platform offers a range of tools designed to make providing and accessing data easy and efficient. From standard to custom formats, VIDS can accommodate the unique data needs of any department or agency, regardless of size.

Key messaging includes:

  • understanding what the data services commercial programs benefit from
  • understanding how you can leverage data
  • understanding how files can be taken in and delivered to meet program needs
  • understanding the direction Visa is going to obtain and provide data for customers



Links to Other Sessions

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Featured Items
Event Calendar

8/1/2017
An Interactive Look Into the Certified Purchasing Card Professional Credential

8/17/2017
Amazon Business Virtual Demo: Increase Visibility and Reduce P-Card Fraud with Amazon Business

8/23/2017
NAPCP Website Tour

9/20/2017 » 9/21/2017
2017 NAPCP Canadian Commercial Card and Payment Conference - Toronto

1/31/2018
An Interactive Look Into the Certified Purchasing Card Professional Credential

Copyright © 1999 - 2017 NAPCP - Advancing Commercial Card & Payment Practices Worldwide
Certified Purchasing Card Professional Credential 
The next application due date is August 31, 2017
 
for Oct. testing & June 31, 2017 for TD Bank Scholarship.
Complimentary resource for all website visitors.
Order your copy today!
NAPCP members, $159; non-members, $209