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NAPCP Commercial Card Regional Forum - New York, NY
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NAPCP Commercial Card Regional Forum - New York, NY

A one-day NAPCP educational and networking event sponsored by MUFG Union Bank, N.A.

 Export to Your Calendar 8/14/2018
When: Tuesday, August 14, 2018
8:30 AM to 3:30 PM
Where: Map this event »
AS OF 7/9/18 UPDATED LOCATION: Galvanize in West SoHo
303 Spring Street
New York, New York  10013
United States
Contact: Heidi Kaliher
(952) 546-1880, ext. 4

Online registration is available until: 8/14/2018
« Go to Upcoming Event List  

NAPCP Regional Forum
New York, NY
Tuesday, August 14, 2018
 8:30 a.m. to 3:30 p.m.

Galvanize in West SoHo
303 Spring Street
New York, NY 10013

 All Are Welcome! Please Join Us
Corporate, Higher Ed, Government/K-12 and Industry Providers

Sponsored By



       Hosted By





Please join the NAPCP and MUFG Union Bank, N.A. for this one-day education and networking
event for 
Commercial Card and Payment professionals to gather together 
to share program goals, challenges and build one's peer network. 



8:30 a.m. Arrivals and Continental Breakfast

9:00-9:40 a.m.

Welcome and Introductions
NAPCP Overview and Industry Updates
Heather Miller, CPCP, MBA, Community Engagement Manager, 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. Heather will provide an update on NAPCP initiatives and feature the latest information in the industry. Details will include:

-discussion on recent survey findings such as the NAPCP Supplier Acceptance and Salary Surveys and RPMG Global P-Card Benchmarking
-best practices related to obtaining management approval and other hot topics as discovered from recent NAPCP polls
-provide the latest resources for managing a Commercial Card program

About the presenter:
Heather is the Community Engagement Manager for the NAPCP. Before her involvement with the NAPCP, Heather worked at University of Phoenix for nine years. In addition to her responsibilities as procurement operations manager, Supplier Relationship Management and Training, she managed the Purchasing Card and Corporate Card programs. She served as the primary resource to approximately 4,000 cardholders―creating, managing and auditing card and travel policies. Heather completed her MBA in May 2017 and holds the Certified Purchasing Card Professional (CPCP) credential.

9:40-10:25 a.m. Reaching for New Heights—Tapestry's Strategy for Rebuilding and Expanding Their Global Card Program
Victoria Moore, Manager, Corporate Card & P-Card Programs, Global Procurement, Tapestry
In 2016, Tapestry made an investment in an overall Procurement transformation which included an opportunity to take a fresh look at the card program. The new team reevaluated all facets of their program and made the effort to make some fundamental changes. They found that the key to success was to build a base for the program and then find ways that allow the program to grow. Now, two years later, Tapestry is a multi-brand company, where the card team manages card programs for all three brands globally: Coach, Stuart Weitzman and Kate Spade. In this session, the following will be discussed:

-how the new team re-launched Tapestry's (very small) card program; new policies, tighter controls, new provider, etc.
-the challenges, both big and small, that were faced while acquiring new brands and merging card programs
-how the team has and continues to investigate and introduce new card options for easier purchasing for all three brands (store cards, Ghost Cards/ePayables, expanding globally) to streamline programs driving up spend
-how the team overcame obstacles internally, leveraging other departments to be on-board with card payment methods
-the establishment of the Tapestry Card team to uphold outstanding customer service to ease cardholders' experiences

About the presenter:
Victoria Moore is the Manager and Card Program Lead at Tapestry Inc. Victoria manages Tapestry's multi-brand global card programs: Coach, Stuart Weitzman and Kate Spade. Within each brand, Victoria is responsible for the Travel, P-Card and Virtual Payables programs.

Before joining Tapestry, Victoria worked as the P-Card Program Administrator at Cushman & Wakefield, Inc. While at Cushman & Wakefield, Victoria managed P-Cards for both Corporate and Managed Property offices.
10:25-11:10 a.m. What's in Your Wallet T&E Policy?—Writing a T&E Policy for Your Company
Marie Cohen, Project Manager, USI Insurance Services
This session will focus on the critical elements required for a comprehensive, actionable T&E policy unique to your company's corporate culture. Attendees will leave with the knowledge of being able to:

-understand how corporate culture influences a T&E policy
-pinpoint the key decision points to include in the policy
-develop T&E policy provisions that are actionable and auditable

About the presenter:
Marie Cohen is a Project Manager for the Corporate Procurement and Real Estate department at USI. She is responsible for the procurement and management of indirect spend for 181 offices in 43 states, in addition to overseeing a portfolio of real estate projects.

Marie has extensive experience in creating policies and procedures in diverse areas such as T&E, Corporate Cards (T&E, Purchasing, Meeting and Virtual cards), corporate procurement, real estate management and records management.

Among other initiatives, Marie has consolidated the travel program across business units, leveraged T&E spend to negotiate travel discounts and implemented an integrated T&E travel and expense tool. She also has implemented all of their Corporate Card programs.

11:10-11:20 a.m. Break
11:20-12:05 a.m. 
Starting a Purchasing Card Program, Challenges and Identifying Opportunities
Sharmila Nigalye, MHA, Purchasing Card Administrator, St. John's University
What are the best steps for rolling out a Purchasing Card program and ePayables program in a large university setting? Learn how to effectively manage the day-to-day operations of a P-Card program and strategies you can implement to ensure timely transaction reconciliation and drive compliance. During the session, we will discuss the following topics:

-describe best policies and procedures
-outline streamlining procedures
-provide tips on auditing for compliance
-discuss how to handle fraud and mysterious transactions

About the presenter:
Sharmila Nigalye is the Purchasing Card Administrator/Manager at St. John's University (SJU). She has approximately 10 years of experience managing and directing Purchasing Card programs. Sharmila was recruited by the Human Resources department at SJU to roll out the Purchasing Card program to 250 to 300 cardholders. She currently oversees the entire program at SJU along with ePayables and the day-to-day purchasing activities.

12:05 - 12:50 p.m.

Mastering Global Card Rollouts to Maximize Compliance and Adoption

Kathleen Reid, Travel/Expense, Associate Project Manager, Global Business Services, Xylem Inc.

When it comes to understanding what you need, where and whennot every country is the same. Some countries have very specific requirements and what you don’t know can slow down the implementation process. This session will walk you through the steps needed to launch a global card program and share ideas to maintain compliance throughout the life of the program. Kathleen will discuss the following strategies: 

-defining stakeholders—directors, managers, employees, Bank
-developing the plan with the relationship manager 
-forms, forms and more forms—identify the differences and confirm the requirements to expedite your rollout
-testing is a MUST and it is a value add to engage your stakeholders in this phase of the implementation
-follow up with your customer will help drive compliance and adoption; don’t just roll them out and move on to the next project

About the presenter:

Kathleen Reid is the manager of Travel and Expense (T&E) with a focus on project management and global rollouts. Kathleen is responsible for managing the day-to-day operations of the T&E solution, while also serving as a member of the corporate travel board who sets T&E policy, collaborates with the travel management company and monitors monthly KPI metrics to innovate and streamline travel operations. Kathleen is familiar with a full suite of Concur products—Expense, OBT, Request Module and the Mobile App. She facilitates webinar sessions to train employees across the globe on policies, travel tools and resources. Customer service and help desk support also fall under her responsibilities. 

Kathleen has more than six years of experience in T&E and has her master’s degree and bachelor’s degree in Business Management.

12:50-1:50 p.m.
Networking Lunch
1:50-2:05 p.m.

Staying In Sync—Effective Benchmarking

William Kniering, Director, Commercial Card Sales and Relationship Management and Brian Balmer, Vice President, Client Relations, MUFG Union Bank, N.A.
Establishing and actively using benchmarking encompasses far more than copying competitor best practices and technology tools. It includes understanding your corporate culture, what practices and tools define your company's image, measuring and verifying results against clients, competitors and the marketplace, as well as affirming what works, and what needs attention. In this session, you will learn:

-Improved quality: benchmarking helps organizations to continuously improve the quality of their internal as well as external products and services
-Better performance: better understanding of your programs place in the marketplace
-Cost efficiency: increase productivity while reducing costs using valuable data on the latest technology, and processes followed in the business environment
-Identifying areas of improvement: identify the areas where the gap between your standars and that of the industry is the largest
-Leveraging strength areas: highlight high performance areas of your programs and business practices. Confirm your best in class assets.

About the presenters:
William Kniering leads the Commercial Card Client Management Team. With over 30 years of experience in the Commercial Card industry, he has held positions in operations, implementation, technology, account management and sales. While at Bank of America, he worked in London to help launch the bank's global card program. While at Paymentech, he worked on the team to design and deploy the first internet-based Commercial Card reporting solution in 1997. Mr. Kniering has a BA from the University of Colorado at Boulder.

Brian Balmer joined MUFG in 2017 as Vice President, Client Relations. He has worked in various roles managing sales and account management teams focused on commercial issuing banks at Visa, led a team of global commercial product relationship managers at U.S. Bank and developed commercial payment strategies for early adopter issuing bank at Mastercard. He has a BS in Management from Fairfield University.

2:05-3:05 p.m.

Roundtable Discussions
Roundtable discussions are a highlight of Regional Forums! These discussions provide a casual exchange of ideas between end-users and providers. Let us know what you would like to discuss. Complete the registration form and include your ideas. 

Possible topics include:

  • Auditing
  • Benchmarking
  • Card Types
  • Higher Education Sector
  • Controls
  • ePayables
  • Policies/Procedures
  • Training and Communications
  • Travel
3:05 - 3:30 p.m. Open Discussion and Wrap Up
Heather Miller, CPCP, MBA, Community Engagement Manager, NAPCP
William Kniering, Director, Commercial Card Sales and Relationship Management and Brian Balmer, Vice President, Client Relations, MUFG Union Bank, N.A.
3:30 p.m. Regional Forum Concludes


Location, Parking and Other Logistical Information

Galvanize in West SoHo

2nd Floor Meeting Rooms: Carnegie Hall and Radio City
303 Spring Street
New York, NY 10013

Finding the meeting rooms:
Enter through the main entrance off of Spring Street-you will walk through a coffee shop to get to the meeting space. From the main entrance stairs, go left and take a right around the corner. Our meeting space is called Carnegie Hall and Radio City classroom.


Registration Rates
$69 NAPCP members; $99 complimentary subscribers
(Registration fee includes continental breakfast and lunch)

Please note: In the event the forum is at capacity, the NAPCP reserves the right to limit registration to one attendee per provider organization. 

Please click the blue Register button at the top right of this page. You will need to sign into your NAPCP profile. If you do not have an NAPCP profile, go here to establish a paid member or complimentary subscriber profile.
Please see the NAPCP cancellation policy.

Continuing Education Points You must be a registered attendee of this Regional Forum to earn (1) 1.0 point toward CPCP initial eligibility or recertification and/or (2) receive supporting documentation for possible continuing education credit toward other professional certifications.

Hotel Guest Rooms

The NAPCP has a room block at the Hyatt House-Chelsea for Mon., Aug. 13, for $249/night for a King Den room. Book by July 12, 2018 to receive the reduced rate. Reservations can be made by:

   -calling 1-866-974-9288 and referencing NAPCP or
   -booking online


Follow the link for more information on the Hyatt House-Chelsea


Dress Code Dress is business casual. The meeting room temperature may fluctuate. Please dress and plan accordingly. 

Contact For more information, please contact Heidi Kaliher at or telephone at (952) 546-1880, ext. 4.


: If you are unable to attend, please notify us as soon as possible. A partial refund will be issued for cancellations made more than one week prior to the start of the event. An administration fee, equal to 50% of the registration fee, applies.
Registered delegates who do not attend or cancel less than one week prior to the event are liable for the entire fee. Cancellations must be in writing to

PROGRAM CHANGES AND CANCELLATIONS: The NAPCP reserves the right to make changes in programs and speakers or to cancel programs if enrollment criteria are not met or when conditions beyond its control prevail. The NAPCP will make every effort to contact each enrollee if a program is cancelled. If a program is not held for any reason, the NAPCP's liability is limited to the refund of the registration fee only. 

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