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Click here for the at-a-glance list of session titles

12:00–4:15 p.m., Monday, April 7
NAPCP members, $295; complimentary subscribers, $395
Separate registration and fee required

  1. Travel Card Program Check Up
  2. Using Forensic Analytics to Detect P-Card Fraud, Errors, Waste and Abuse


CPCP Credential: Where to Start
2:00–2:45 p.m., Monday, April 7 • no fee to attend

Have you considered pursuing the Certified Purchasing Card Professional (CPCP) credential, but would like more information first? This is the perfect time to learn more about it. Join us for background on the program, qualifications to apply for the exam, an overview of the application process and study tips. Attend this pre-conference session to get your questions answered and then visit the CPCP booth in the Exhibit Hall to pick up a brochure and talk with other council members. Start envisioning "CPCP" on your business card...


CPCP Recertification: What You Need to Know
3:30–4:00 p.m., Monday, April 7 • no fee to attend

As a current CPCP, it is never too early to plan for recertification. Do you have the facts? Join us to review what you need to know about the two options for recertification. In particular, we will take a closer look at the points method—qualifying point endeavors, supporting documentation requirements and how to track your points. Avoid last-minute scrambling as your credential expiration date nears by getting the facts today.

General Session Tuesday, April 8

The Power of Connections
Bob Gray,
memory expert and motivational speaker

 

Learn more now »»

General Session Wednesday, April 9

Benford's Law: The Facts, the Fun and the Future

Dr. Mark Nigrini, professor
West Virginia University

Learn more now »»


Click the speaker name for a brief biography;
view the at-a-glance list of session titles

Achieving Procurement Excellence With a P-Card Program: A CFO’s Perspective
Ryan Snyder, Chief Financial Officer, Concorde Career Colleges, Inc.

Concorde Career Colleges, Inc.
Number of cards: 103
Annual # of transactions: 35,600
rogram type(s) managed by the speaker: P-Card
Global presence: U.S. only

Attend this session and see how Ryan can help you:

  • build a stronger business case to present to senior executives on how to evaluate inefficiencies within AP processes and initiate a new P-Card program
  • achieve, identify, and showcase the immediate cost-saving and process-streamlining benefits of a P-Card program
  • leverage and reinvest spend savings in other resources throughout the organization
  • assess how data from a P-Card program provides opportunities to develop metrics and improve data visibility when forecasting
  • develop a step-by-step roadmap to implement a P-Card program and avoid common roadblocks and challenges

Automating the Integration of P-Card Data with Accounting Systems: A Group Discussion
Mary Hughes, Senior Payments Information Consultant, Federal Reserve Bank of Minneapolis

Participate in this discussion and you will:

  • understand how your organization compares to others in terms of success in automating the integration of P-Card data with ERP/accounting systems
  • learn about best practices that your peers have employed to address this issue
  • come away with ideas you can implement at your organization to cost-effectively merge P-Card data with your accounting systems
  • become aware of attributes of new services and software that may benefit your organization in this area

Building Internal Advocacy: How to Work with Management and Employees to Deliver High-Impact Results for Control and Efficiency
Ann Watkins, Director, Treasury Services, Zep Inc.

Zep Inc.
Number of cards: ~500
Annual # of transactions: ~65–70K
Card program type(s) managed by the speaker: Travel Card, P-Card, SUA
Global presence: North America

Attendees will learn how to make the numbers talk by:

  • using Lean Methodology to gain management buy-in and drive success
  • discovering the must-haves for a successful launch/ re-launch of your company's card program
  • showcasing the business impact of your card program with simple financial analysis and KPIs (key performance indicators)

Four Ways to Grow Your Travel Card Program
Carolyn Hardee, Global T&E Program Manager, Autodesk Inc.

Autodesk Inc.
Number of cards: 5,000 ($120 million in spend)
Annual # of transactions: coming soon
Card program type(s) managed by the speaker: Corporate Card
Global presence: U.S., Canada, Germany, UK, Switzerland

Are you getting the most out of your bank's business reviews?

  • It is important to understand how file turn, fraud and writeoffs affect your program/rebate
  • Meeting with your Account Managers in person is important
  • Keep an ongoing-shared list of projects, who is responsible, action required, etc.

Getting the policy message out

  • Is the Expense/Corporate Card policy everywhere you look? In other words, is it in the New Hire Orientation, Code of Conduct training, on the Corporate Card request form? The more places the policy resides, the better.

Reporting can help!

  • Monthly reports to SVPs/C-staff with the names/amounts of anyone more than 45 days past due. This will help reign in those who are chronically late.
  • Quarterly reports to SVPs/C-staff showing high-dollar cash spend which is out of policy

Auditing

  • Audit rules that route reports with certain types of spend (airfare as cash, for example) to someone before manager sees the report. This has been a very affective method to inform, educate and change behavior regarding Corporate Card use or expenses in general.

Fundamentals of a Fleet Fuel Card Program
Stephanie Dowell, Senior Procurement Systems Analyst, Cox Enterprises, Inc.
Kim Gheesling, Senior Procurement Systems Analyst, Cox Enterprises, Inc.

Cox Enterprises Inc.
Number of cards: 12,247
Annual # of transactions: 541,000+
Card program type(s) managed by the speaker: Fleet and P-Card
Global presence: U.S. only

Providing a detailed and comprehensive fuel card policy.

  • Responsibilities of maintaining driver Personal Identification Number (PIN).
  • Establishing fuel card profiles/limits
  • Benefits of fraud monitoring.
  • Importance of creating and reviewing reports.

Higher Education Sector: Hot Topic Discussion
moderated by Lesley Lackore, CPCP, Program Coordinator, Iowa State University

Join us for a lively discussion where the attendees bring both the questions and the answers! Lesley and the Higher Education Advisory Team (HEAT) will facilitate this hot topic forum on issues relevant to Purchasing Card professionals in higher education.

Discussion topics will be driven by the attendees on issues most relevant to the higher education sector (e.g., program policies, grant accounting, training, auditing, fraud and misuse). The interactive format will provide an opportunity for attendees to network and engage in informational exchanges beyond this session.

How to Build a Treasury Infrastructure that can Sustain Growth, Effectively Manage Operational Cash Flow, Strengthen Inventory Management and Maximize Working Capital

Daniel M. Jones, Assistant Treasurer, Flexi Compras Corporation

Flexi Compras Corp.
Number of cards: 300
Annual # of transactions: 100,000–200,000
Card program type(s) managed by the speaker:
T&E, P-Card
Global presence: U.S. only

In this session, you will learn how to:

  • identify innovative uses of electronic accounts payable to capture non-traditional spend
  • effectively control and monitor spend via "real-time" card reporting
  • maximize working capital through increased liquidity and days payable outstanding
  • realize cost reduction via the card program by allowing just-in-time inventory
  • safeguard company assets with robust Commercial Card security measures—a treasurer's main goal!

Keep It Simple—P-Card Programs in Germany and Brazil
Jeanne Ruth, Global Purchasing Card Program Manager, Honeywell Automation & Control Solutions

Honeywell Automation & Control Solutions
Number of cards: 4,500
Annual # of transactions: 277,000
Card program type(s) managed by the speaker:
P-Card
Global presence: U.S., Canada, UK, Romania and Switzerland

  • What it means to manage a Global P-Card program.
  • Opportunities and challenges by country.
  • Keeping a robust audit process.
  • Lessons learned and quick tips by country.

Topics will include: Regulatory issues, interchange, cultural differences and business.


Key Elements for a Progressive Canada Procurement Card Program

Stephanie Dowell, Senior Procurement Systems Analyst, Cox Enterprises, Inc.
Kim Gheesling, Senior Procurement Systems Analyst, Cox Enterprises, Inc.

Cox Enterprises, Inc.
Number of cards: Canada (11) compared to United States (3,400)
Annual # of transactions: Canada (2,100); United States (301,000+)
Card program type(s) managed by the speaker:
Fleet and P-Card
Global presence: U.S. and Canada

Session will include:

  • Key differences from U.S. programs, fitting the right card policy.
  • Providers—same or different and the decision behind it.
  • Merchant acceptance—is this an issue?
  • Maintaining senior leadership support.
  • Benefits of Chip and Pin.

Managing Violations Beyond "Three Strikes and You’re Out"
Jennifer Clark, Associate Director for Purchasing Card Services, University of Alabama

University of Alabama
Number of cards: 875
Annual # of transactions: 117,000
Card program type(s) managed by the speaker:
One Card
Global presence: U.S. only
In this breakout session, participants will learn to:

  • understand how a strict violation policy may actually discourage the use of the card
  • balance their reaction to match the severity of an infraction
  • develop a clear communication plan
  • evaluate patterns in violations that may indicate more than malicious intent (training gaps, lack of supervisor support, burn out, policies that are too restrictive, etc.)

Maximizing Card Spend and Policy Compliance Through the Use of Business Intelligence Tools
Donna Ginter, Ph.D., Executive Director, Procurement and Travel Services, The George Washington University
The George Washington University
Number of cards: 1,300
Annual # of transactions: 120,000
Card program type(s) managed by the speaker:

One Card
Global presence: France, England, Spain, Brazil and China

If you are like most of us, your company has thousands of card transactions in a financial system, but once they have been reconciled, the data is not further analyzed. Utilizing a Tableau, come see how The George Washington University is using card business intelligence to drive change at their university.

Following this session, attendees will be knowledgeable in the following areas:

  • Understand how visual data depiction through business intelligence dashboards can tell a story of your card program and company spend, and influence thought processes.
  • Identify target areas for efficiency improvements such as strategic sourcing possibilities, policy compliance, and bypass spend.
  • Provide justification for policy changes utilizing data normally hidden from view.

Maximizing P-Card Spend: Online Shopping through the State of Georgia's P-Card Marketplace
John Thomason, CPM, State Cards Program Manager, Georgia Department of Administrative Services
State of Georgia
Number of cards: 21,000
Annual # of transactions: 1.2 million
Card program type(s) managed by the speaker:
P-Card, Travel Card, Fuel Card
Global presence: U.S. only

In this presentation, John will show:

  • functionality, efficiencies and ease of use of the P-Card Marketplace
  • innovative ways to increase P-Card spend
  • the impact that a Marketplace will have on the use of statewide contracts
  • increased revenue potential from implementing a Marketplace

Powered by Analytics: The New Commercial Card Program
Tiffany Lovelace, CPCP, Senior Manager, Kansas City Southern

Kansas City Southern
Number of cards: 700
Annual # of transactions: 115,000
Card program type(s) managed by the speaker:
P-Card, Travel Card, ePayables
Global presence: U.S. only
As a result of attending this session, attendees will be empowered to:

  • transform transactional data into an insightful spend-management-reporting platform
  • re-define traditional card controls to maximize the spending power of your organization
  • position Commercial Card programs as an essential component of the strategic sourcing process
  • re-think how your organization currently measures the value of your Commercial Card program

Public Sector Panel Discussion

Moderated by NAPCP Government/K-12 Advisory Board Members:

  • JoAleen Ainslie, CPCP, Procurement Card Program Manager, City of Tacoma
  • Bill Meekins, CPCP, CPPB, Buyer Specialist, Procurement Card Administrator Frederick County Public Schools, Maryland
  • John Thomason, CPM, State Cards Program Manager, Georgia Department of Administrative Services
  • Christine Wertz, CPCP, Purchasing Card Coordinator, Harford County Public Schools

Are you being effective about surcharging? What you do or don't know might impact your program. Attend this session and hear what our panelists are doing to proactively address surcharging, educate suppliers and more. This is YOUR session! Tell us what you want to cover–from what to include in RFPs to Declining Balance Cards and best practice tips on ePayables. Members, contact Advisory Board Members through the Government/K-12 User Group portal.


Removing Resistance to Growth: Building a Sustainable Model
Chad Goldsberry, Senior Manager, Indirect Procurement, The Hillshire Brands Company

Hillshire Brands
Number of cards: 1,500
Annual # of transactions: 40,000
Card program type(s) managed by the speaker:
P-Card, Corporate Card, Meeting and Events Card, Central Travel Account, ePayables
Global presence: U.S. only

Join Chad's session and you will:

  • understand the importance of aligning a card program to a corporate payment strategy, including how your organization defines the value of money and cash
  • see how a top-down approach can help build momentum and centralize accountability
  • get tips for engaging with leadership regarding critical financial values
  • gain awareness of methods and tools which can spur decision-making: project charter, lean methodology and decision tree
  • learn how to maintain a 360° view of the payment options and cost while growing the program

Staying Ahead of Fraudsters: A Look at Fraud Statistics by Payment Type
Mary Hughes, Senior Payments Information Consultant, Federal Reserve Bank of Minneapolis

Join Mary for this informative presentation that will help you:

  • understand which payment types are the most vulnerable to fraud and why certain payment types are riskier than others
  • learn about effective fraud-fighting methods and tips that your organization can employ to avoid being victimized by fraudsters
  • get an accurate read on the level of payment fraud in the U.S., by payment type
  • understand fraud trends in the U.S. payment system

Strategies for Program Administrators and Managers Wanting to Expand Their Roles—Taking It to the Next Level
Julianne Norris, CFE, CPCP, Senior Manager Commercial Cards, Fluor Enterprises, Inc.

Fluor Enterprises, Inc.
Number of cards: 7,220 (T&E 6,458 and P-Card 762)
Annual # of transactions: 508,614 (T&E 407,196 and P-Card 101,418)
Card program type(s) managed by the speaker: T&E cards, P-Cards, Business Travel Accounts, Meeting Cards and Supplier Cards.
Global presence: North America, Asia/Pacific, Latin America, Europe and Africa

Attend this session and learn how you can advance your career as program administrator or manager.

  • Recognizing the challenges and opportunities of program management
  • Understanding the reporting capabilities of your card provider
  • Maximizing your relationship with your card provider
  • Additional tools to get to the next level

Think Globally, Act Locally: Card and Travel Programs
Raymond Williams, Jr., Senior Manager, Global Travel, Meetings and Reimbursements, Starbucks Corporation

Starbucks Corporation
Number of cards: 13,000
Annual # of transactions: 1.2 million
Card program type(s) managed by the speaker: P-Card, One Card, T&E Cards, BTAs
Global presence: United States, Canada, Netherlands, United Kingdom, Switzerland

Join Raymond for a discussion on:

  • creating a flexible global blue print
    - Scope of services
    - Scope of markets
  • How ‘ask and don’t tell’ is a valuable strategy
  • building relationships across time zones and boarders
  • how to configure the program to local needs using a menu approach

Travel and Purchasing Card Programs: How to Manage Both
Pamela Spencer, Corporate Office Services Manager, KAR Auction Services, Inc.
KAR Auction Svcs.
Number of cards: 2,700
Annual # of transactions: 450,000
Card program type(s) managed by the speaker:
P-Card, T&E Card, Fuel Card
Global presence: U.S. and Canada

Pamela brings a unique blend of P-Card, Travel Card and Fuel Card experience to help you understand:

  • best practices in managing Travel Card and P-Card programs
  • differences in approach and cardholder needs
  • how to hold cardholders and managers accountable for expenses
  • who gets a card and why
  • how reconciliation processes differ and what synergies can exist between the two programs

Using SharePoint to Automate Forms
Laury Chesbrough, Corporate Credit Card Lead, Cambia Health Solutions
Cambia Health Solutions
Number of cards: 2,284
Annual # of transactions: 84,621 (2012)
Card program type(s) managed by the speaker: One Card
Global presence: U.S. only

Need to find other ways to streamline your application processes? Join this session and learn how Cambia Healthcare is leveraging SharePoint to automate forms. Hear how they:

  • create an application process from end-to end, including reading the policy, taking a quiz, signing the Cardholder Agreement Form, receiving electronic approval signatures, etc.
  • integrate automated Missing Receipt and Reimbursement Forms. This includes e-mail templates to cardholders and managers, and electronic approval signatures.
  • use SharePoint data for metrics

What is OFAC and How It Could Affect Your Program
Bill Meekins, CPPB, CPCP, Buyer Specialist, Procurement Card Administrator, Frederick County Public Schools
Frederick County Public Schools
Number of cards: 640
Annual # of transactions: 27,500 (2012)
Card program type(s) managed by the speaker: One Card, ePayables, Declining Balance Card
Global presence: U.S. only

The Office of Foreign Assets Control (OFAC) administers and enforces economic and trade sanctions. Financial institutions must create compliance programs to meet OFAC requirements. This includes the creation of new accounts, including credit cards.

  • Understand the basics of OFAC
  • Discover the responsibilities of financial institutions
  • Determine how OFAC may affect your program

 


Unlocking Value Through Program Optimization
J.P. Morgan, an NAPCP Silver Partner Sponsor

Join the discussion with a distinguished panel of payables professionals to gain insight on how to build strategic programs that maximize organizational savings and efficiencies:

  • how to negotiate with suppliers to unlock maximum value
  • identify efficient ways to optimize your commercial card program
  • ways to leverage tools to best support and enhance your organizational control needs
  • best practices to implement into your current program and trends to consider for the future

Capitalize Now on Changes in Payments: How You and Your Suppliers Can Benefit

American Express, an NAPCP Gold Partner Sponsor

 

  • Learn how the payment space is evolving.
  • Learn how your organization can position itself now for success in the long term.
  • Hear how an organization like yours is benefiting from such changes today.
  • Understand how your organization can benefit.
  • Understand how your supplies can benefit.

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Event Calendar

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Citi Commercial Cards Virtual Demo: Paving the Way for Next Generation Payment Solutions

1/24/2017
Optimizing 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

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