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Partner Sponsor Sessions at NAPCP Annual Conference 2016


 2016 Workshops and Sessions
 
 

 

Click here for Educational Sessions

Click here for Provider Breakouts or Demonstrations
 
 Partner Sponsor Breakout Sessions

 

Accelerating Your ePayables Journey
Presented by: Seth Kaplan, Senior Product Advisor, Commercial Card, Capital One
JP Breaux, Vice President and Treasurer, Carrizo Oil & Gas


Capital One
Capital One’s Treasury Management division 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 clients 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. www.capitalone.com
 
Thinking about ePayables, but not sure how to get started? Already have an ePayables system, but looking for areas to optimize? Follow the journey of how Carrizo Oil & Gas successfully launched ePayables, and see how you can apply their learnings:

 

  • determining whether now is the right time for your company to launch ePayables
    working with your provider
  • generating internal excitement and buy-in across senior stakeholders
  • smoothing the way for your vendors
  • realizing financial benefits beyond rebates
  • optimizing your system and staying up-to-date on new features


Automating Expense Management Across the Enterprise from Cards to Cash through an Automated Platform and Process
Presented by: Chad Dowshenko, Senior Solutions Consultant, Fraedom and Al LePine, Director, North America, Fraedom


Fraedom
Fraedom was formed as a result of Hogg Robinson Group’s purchase of a global leader in expense management software—Spendvision. Since 1999, and from our roots in P-Card software, we have been providing solutions to global customers that have saved them money, increased their productivity and most importantly provided insight and control over the millions of transactions processed by those companies on a daily basis. www.fraedom.com

Taking control of direct and indirect spend is a source of untapped savings. Utilizing innovative technology to effectively manage business processes can save money, increase productivity and deliver greater visibility and control of spend. Automation can free up and empower your staff; improving their work life balance, contributing to the business and increasing staff retention. Greater visibility and control can prevent costly errors and help prevent fraud.

The session will cover:
  • how technology can drive efficiency within your card program
  • how to automate the processing of cash transactions
  • the “Touchless” age
  • mobile capabilities
  • system integration
  • reporting and governance

Commercial Card RFP Management: Validating Your Success Path and Navigating the Pitfalls
Presented by: Sheila Gunby, Vice President/Business Leader, MasterCard and Vincent Eavis, Partner, Global Practice Lead, PayTech Commercial
Steve Homewood, Senior Associate, PayTech Commercial


 

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’s products and solutions make everyday commerce activities—such as shopping, traveling, running a business and managing finances—easier, more secure and more efficient for everyone.
www.mastercard.us 


PayTech Commercial AS
PayTech Commercial AS is a specialized advisory firm based in Norway with representatives across the world in NA, EMEA and APAC. We have helped over 100 bank providers in more than 50 countries, and we have worked with over 80 large end-user organizations with payment strategy, procurement demand channel management, RFP management and implementation/fulfilment. We have helped clients to boost their card programs to get beyond the usual sticking points. Our clients range in card spend is from around $20 million to $2 billion in anywhere from one country to over 180 countries. www.paytech.no

Based on experience working with hundreds of large organizations, MasterCard and PayTech will discuss how to define your current state, future state and the business case for your RFP. We will share detailed ideas as to how to improve the production of your RFI/RFPs and the process by which you run them.

Discussion will include:

  • defining the size and scope of your Commercial Card program
  • designing, building and validating your business case to secure the internal firepower to be able to go out to “buy” and not “shop” for a new provider
  • using best-practice techniques and tools to craft RFP documents with the right balance of open / closed questions; pre-weighted scoring; managing dialogue and the “RFP” pitch; basic psychology to enable effective change management (e.g., eliminating bias)
  • creating a checklist of the major pitfalls


Attendees will also be able to obtain a copy of two white papers:

  • Global Commercial Card RFP Management: Validating Your Success Path and Navigating the Pitfalls
  • MasterCard—Developing a Best-in-Class Commercial Card Request for Proposal


Corporate Card Security and the Future of Biometrics and Authentication
Presented by: Steve Pedersen, Vice President and Head of North American Corporate Card Products, BMO Financial Group


BMO Financial Group
Established in 1817 as Bank of Montreal, BMO Financial Group is a highly diversified financial services organization based in North America. The bank offers a broad range of retail banking, wealth management and investment banking products and services to more than 12 million customers.
www.bmo.com
Biometrics have been used for many years in high-security applications via eye scan, finger and palm prints as well as voice recognition technology. Biometrics is now making its way into card-not-present payments as mobile commerce gains momentum and the EMV mandate takes hold in the United States. The addition of biometrics as authentication can ensure and protect the identity of the cardholder. With this technology, financial institutions hope to improve the ease and convenience for clients when using Corporate Credit Cards online and tokenized payment solutions for purchases while benefiting from advanced technologies to help ensure payment security.

Attendees will learn:
  • the most common forms of biometrics and their considerations for use in the card-not-present environment
  • roadblocks to biometrics adoption that are unique to Corporate Card programs
  • how biometrics strengthen the overall payment ecosystem 

HOT TOPIC
Cyber Security and Threat Intelligence
Presented by: Glen Jones, Senior Director, Cyber Intelligence, Visa Inc. and Kevin M Thompson, Threat Analyst, FireEye


 

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 and Travel Card administrators have the latest knowledge of industry innovations and services.
www.usa.visa.com

Consumer data, including card data, continues to be the target of professional criminals. This session is intended to discuss the tactics being used by the criminals to get data and by cyber security professionals to thwart those attempts.

Key takeaways:

  • Cyber security continues to pose a real threat
  • Tactics of criminals are sophisticated, but can be recognized
  • Payment industry continues to innovate to thwart cyber attacks and hacking
  • Card administrators and cardholders should stay alert and monitor their accounts, statements and address risks in training programs

Future State of B2B Payments
Presented by: American Express


American Express
Through its Global Corporate Payments division, American Express offers a suite of B2B and T&E payment solutions that can help organizations streamline the payment process. Our dedicated team of payment specialists can deliver customized solutions by analyzing vendor payments and identifying ways that can help your business improve cash flow management.
www.business.americanexpress.com/us
The reality of the payment process is that it’s a very complex system that can lead to many challenges for CFOs and treasurers including:

 

  • poor visibility into payments
  • increase in costs due to payments being handled manually
  • delays for invoice submission
    lack of control due to not being able to show cash flow accurately


Understanding these barriers facing today’s executives, new technologies are changing the way how companies handle their cash flow and show spend visibility. American Express continues to be a leader in the evolution of the payments sector, and after this session attendees will:

  • understand how new technologies can be leveraged to streamline internal processes
  • walk away with valuable insights to evaluate payment processes and how to optimize
  • be equipped with new strategies to show cash flow and spend visibility

HOT TOPIC
“Happiness Can Exist Only in (Supplier) Acceptance”
presented by: David Benjamin, Vice President, Treasury Management, Capital One


 

Capital One
Capital One’s Treasury Management division 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 clients 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. www.capitalone.com

Successfully on-boarding suppliers is critical to the health of an organization’s card program. However, changing suppliers’ embedded processes can be challenging. In this interactive session, come ready to share your perspective and learn from other attendees’ experiences in creating a successful supplier acceptance program, including:

  • breaking down and addressing supplier concerns
  • getting suppliers excited about card acceptance
  • identifying which benefits resonate most strongly with suppliers


Let the Dollars Lead, and the Basis Points Will Follow
Presented by: Frank Martien, Partner, First Annapolis Consulting


First Annapolis Consulting
Founded in 1991, First Annapolis Consulting is a privately held and independent provider of payments-related management consulting services to end-user organizations, banks, networks and technology companies.
www.firstannapolis.com
End-users often quote, compare and measure against rebate basis points; but are total rebate dollars earned, as well as working capital, process savings and reporting for vendor negotiations better measures of success? We will explore this question with relevant benchmark data as context for interactive discussion about real experiences and best practices.

 

Be prepared to:

  • see unbiased current industry benchmarks for rebates, working capital savings, process savings and value of data/reporting for supplier negotiations.
  • explore key ingredients for you and your provider to be realistically positioned to expect growth in your program spend and rebate dollars
  • learn key internal talking/selling points for pursuing a dollar growth mandate.

Policies and Procedures: Creating Value Where You Least Expect It
Presented by: First Bankcard 


First National Bank of Omaha
First National Bank of Omaha provides a suite of card solutions for small-to-mid-sized businesses. Whether you’re looking for rewards, a corporate T&E card or exploring ways to reduce the time and expense of processing highly repetitive business purchases, First National Bank’s in-house flexibility allows it to create a customized program for you. First National Bank’s card programs give you the ability to place electronic controls and restrictions on where and how cards are used, as well as provide your company an easy-to-use web-based reporting solution. 
www.firstbankcard.com
Expense management and reconciliation can be cumbersome and complex. To reduce this effort, it becomes increasingly important to establish clear and comprehensive guidelines for cardholders and program administrators. Effective policies and procedures align your card program with your organization’s financial goals and ensure compliance.

 

Key Takeaways:

  • identify key components of the development, design, and management of program policies and procedures
  • learn how strong policies and procedures can actually reduce your expenses, eliminate employee fraud, and create an incremental revenue stream
  • receive samples of effective policies and procedures
  • Q&A session to learn how policies and procedures have benefited other end-users

The Right Practices to Put in Place to Make Your Virtual Card Program Successful
Presented by: Niall Mackin, Head of Sales, Commercial Card, Chase and J.P. Morgan; Steve Evans, Supplier Experience Client Consultant, Chase and J.P. Morgan; Rick Frejka – Accounts Payable Director Henry Schein; Larry Coffey - Regional Category Manager, Indirect
Procurement Strategy Development, RAS - Linde North America, Inc.; Karen Brookbanks, C.P.M., CPPB, University of Arizona


Chase J. P. Morgan
Chase J.P. Morgan brings you leading technology that helps streamline traditional procurement processes. From payment through reporting and monthly reconciliation, J.P. Morgan purchasing card solutions efficiently help organizations reduce transaction processing costs, implement controls and optimize decision-making related to purchase activity. Our industry experts help you integrate technology effectively to manage your procurement operations and utilize a single management program designed to increase your profitability.  
www.jpmorgan.com

Regardless of the stage of your organization’s Virtual Card program, there are steps to be taken to help maximize returns. Hear directly from your peers as they discuss proven practices that can help grow your program. Regardless of your program’s stage—initial rollout, supplier on-boarding or active engagement with suppliers—there are things that every organization can be doing to grow and optimize its investment.

Attendees will learn:

  • how to stage your program for success with tips on gaining executive sponsorship, the role of supplier messaging and using metrics for measurement at every stage
  • how to get to YES with your suppliers! See how partnering with your payment solution provider to engage your strategic providers can make all the difference in encouraging supplier acceptance
  • how to build upon your strong foundation by targeting continuous growth for your virtual card program through re-engagement and active monitoring of non-program spend

Strategies that Make Virtual Payments a Win-Win for Buyers and Suppliers
Presented by: Robert J. Kaufman, Senior Vice President, U.S. Bank Corporate Payment Systems



U.S. Bank
U.S. Bank--Delivering comprehensive payables solutions ranging from traditional card-based payment products and online tools to virtual payments and supplier enablement services, U.S. Bank Corporate Payment Systems (CPS) delivers
state-of-the-art technology and best-in-class service to help organizations reduce costs, enhance security and control and streamline their payment process. www.usbpayment.com

Electronic payments eliminate inefficiencies, enhance control and achieve cost savings for both sides of the transaction, yet some suppliers resist. Even suppliers who recognize the substantial benefits of virtual accounts sometimes request other forms of payment for specific spend categories or large-dollar transactions. Processing fees and concerns about staff time can be roadblocks to acceptance. Help out your suppliers by simplifying program implementation and strategically employing flexible pricing. You’ll improve supplier relationships and increase rebate revenue by capturing untapped spend. In this session, Bob Kaufman from U.S. Bank shares insights into supplier concerns and strategies for addressing them to increase supplier enrollment and improve overall supplier relationships.

Learn how helping your suppliers will help you realize greater value from your payables program:

  • increase rebate opportunity by capturing untapped spend
  • help your suppliers by simplifying implementation and payment processes
  • offer flexible pricing options to strategic supplier partners
  • improve supplier relationships


HOT TOPIC
Touchless Processing of Paper, Coding, Posting and Payments in the Year 2016—Are You Still Manual Labor Intensive?

Presented by: Presented by: Chad Dowshenko, Senior Solutions Consultant, Fraedom and Al LePine, Director, North America, Fraedom 


Fraedom
Fraedom was formed as a result of Hogg Robinson Group’s purchase of a global leader in expense management software–—Spendvision. Since 1999, and from our roots in P-Card software, we have been providing solutions to global customers that have saved them money, increased their productivity and most importantly provided insight and control over the millions of transactions processed by those companies on a daily basis.
       
www.fraedom.com  

This workshop will discuss the history, current state and future of expense and payment management, from the perspective of evolution and automation, for Travel Cards and P-Cards.
We will explore various methods and user experiences in a two-way format that promises to entertain and deliver information to the audience in a fun and enlightening manner.

You will leave this workshop:

  • questioning current methods 
  • curious about available technologies
  • with a smile on your face!

The two-way interactive format of this workshop will deliver an attendee experience second to none!


Using Tokens to Secure Transactions
Presented by: Parker Patton, Director, US Market Core Commercial Products, Visa, Inc. 
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 and Travel Card administrators have the latest knowledge of industry innovations and services.  
www.usa.visa.com

This session will describe the ongoing development and plans for use of tokens in the commercial space. Use of tokens provides enhanced security in both the card-present and card-not-present environments. As the capabilities develop for Commercial Card applications, use of tokens will become more commonplace. This session is intended to give the attendee a basic understanding of what tokens are and what purpose they serve in addressing fraud.

Key messaging includes:

  • understanding what a token is and how it gets applied to a transaction
  • understanding the roles of each player in the process—issuer, network, acquirer, merchant
  • understanding how tokens can apply to both card-present and card-not-present transactions
  • knowing what message to send to cardholders to avoid concern and confusion

Virtual Cards: Go Big or Go Home
Presented by: Diane M. Kush, Vice President, Sr. Product Manager, MUFG Union Bank N.A.


MUFG Union Bank, N.A.
MUFG Union Bank, N.A., is a member of Mitsubishi UFJ Financial Group (MUFG). MUFG is headquartered in Tokyo and has a global network that includes 1,100 offices in more than 40 countries. With over 140,000 employees and approximately 300 entities worldwide, MUFG provides access to commercial banking, trust banking, securities trading services, credit cards, consumer banking and finance, asset management, leasing and other services.
Through close partnerships with its operating companies, MUFG aims to “be the world’s most trusted financial group” by responding flexibly to customers’ financial needs, serving society, and fostering shared and sustainable growth for a better world.
www.mufgamericas.com
Purchasing Card programs have evolved from low dollar maintenance, repair and operation (MRO) transactions to transactions regularly exceeding $125,000 or more. ePayables Card programs leveraging Virtual Cards are the fastest growing area of card usage, even exceeding the volume of cards in the hands of employees. New technology has moved the processing of Virtual Card payments from the supplier’s control to the buyer’s control. The card associations have even created new interchange rates specifically for Virtual Card transactions to incent suppliers to accept cards. These rates are much lower than the “large ticket rates,” and if you have not taken advantage of them, you are missing out. Eliminate payment frustration by learning from ePayables experts who see $125,000 card transactions being processed regularly—in fact, you can literally see card transactions being authorized while you watch and the payments being sent to the supplier.

 

Attendees will:

  • understand how to establish or expand an ePayables Card program
  • learn the differences between Virtual Card programs which are fully automated versus highly manual
  • expand card payments to include $125,000 capital and inventory purchases

HOT TOPIC
What Spending Strategies Are You Implementing to Accelerate Growth?
Presented by: John Stockinger, Director International Account Development, American Express


 

American Express
Through its Global Corporate Payments division, American Express offers a suite of B2B and T&E payment solutions that can help organizations streamline the payment process. Our dedicated team of payment specialists can deliver customized solutions by analyzing vendor payments and identifying ways that can help your business improve cash flow management.  
www.business.americanexpress.com

In today’s global economy, concerns continue to rise surrounding disruptive economic/political changes and overall global security, thus leading to CFOs having a more cautious outlook of their spending. To activate growth, executives are taking a more selective approach when it comes to spending and have increased investment in technology to secure their business and expand. Join American Express and your peers in an open conversation about the challenges companies are facing and what strategies are being implemented to accelerate growth.




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Featured Items
Event Calendar

1/24/2017
Optimising and Expanding Your Commercial Card Program

1/31/2017
An Interactive Look Into the Certified Purchasing Card Professional Credential

3/30/2017
An Interactive Look Into the Certified Purchasing Card Professional Credential

4/10/2017
2017 Pre-Conf Workshop: Detecting P-Card Fraud, Errors, Waste and Abuse Using Forensic Analytics

4/10/2017
2017 Pre-Conf Workshop: Travel Data Access and Analytics

Copyright © 1999 - 2016 NAPCP - Advancing Commercial Card & Payment Practices Worldwide
Certified Purchasing Card Professional Credential 
The next application due date is February 28, 2017
to take the exam at the Annual Conference on April 10, 2017.

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