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P-Card Basics Workshop

This popular course will provide an in-depth look at Purchasing Card program mechanics, establishing effective strategies and policies, understanding regulatory requirements, program implementation and management, and more.

Who should attend?

This comprehensive, interactive course is recommended for individuals...
  • With limited P-Card experience
  • Who are considering implementing a P-Card program
  • Who have some experience but would benefit from a thorough overview of Purchasing Card mechanics and key program components
  • Who are pursuing CPCP certification and could benefit from a broad presentation on the P-Card industry, including the players, process and industry best practices

During the workshop, attendees will:

  • Participate in interactive lecture sessions
  • Complete real-life exercises
  • Participate in open discussion around program challenges

Attendees will walk away with the skills necessary to develop, implement, sell and manage a Purchasing Card program as well as the resources, tools and relationships to keep it successful.

Course Outline

Purchasing Card Overview
What is it?
How does it work?
Key participants - understanding the roles of card issuers, merchant acquirers, processors and networks (associations)

The P-Card Value Proposition
Why should my organization implement a program?

Getting Started
Role of senior management
Establishing a project team
Evaluating card and program types
Creating the business case for your organization
Developing the model

Program Building Blocks
Creating program goals
Identifying targeted transactions
Defining roles and responsibilities
Designing the control environment
Policies and procedures
Understanding government regulations (e.g., sales tax, 1099 reporting)
Determining information technology requirements

The Request for Proposal (RFP)
The process
P-Card topics for an RFP
Selecting a card issuer

Program Implementation
Developing the training program
Supplier strategies
Launching a pilot program

Managing a Purchasing Card Program
Program reporting
Approaches to auditing
Using metrics to manage and grow your program
Keys to success
Common pitfalls

Workshop Schedule

8:00 - 8:30 a.m.

Registration and Continental Breakfast

8:30 - 10:00 a.m.

Introductions, Purchasing Card Overview, P-Card Value Proposition and Getting Started

10:00 - 10:15 a.m.


10:15 a.m. - 12:00 p.m.

Program Building Blocks

12:00 - 1:00 p.m.

Lunch (provided by NAPCP)

1:00 - 2:30 p.m.

Building Blocks continued, Group Exercise and the RFP

2:30 - 2:45 p.m.


2:45 - 4:00 p.m.

Program Implementation and Managing a Program

4:00 - 4:15 p.m.


4:15 - 5:00 p.m.

Managing a Program, continued

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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.

Complimentary resource for all website visitors.
Order your copy today!
NAPCP members, $159; non-members, $209