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Travel Card Advisory Team Presents Best Practices: The Liability Debate
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Register to participate during this panel discussion on the topic of Travel Card best practices. Our second topic will discuss the pros and cons to using Individual or Corporate liability, and when it makes the most sense for an organization to pursue one over the other.

 Export to Your Calendar 9/20/2018
When: Thursday, September 20, 2018
12:00 pm
Where: Listen in for best practices and strategies for success for Travel Card programs
United States
Contact: Day of Contact: Heidi Kaliher
(952) 546-1880, ext. 4


Online registration is available until: 9/19/2018
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Travel Card Advisory Team Presents Best Practices:

The Liability Debate

Open to end-users in all sectors and providers

Thursday, September 20, 2018

Description

 


Corporate or individual liability... that is the question that the Travel Card Advisory Team will tackle in our second panel discussion of the best practices series. Individual liability can be a good fit for an organization that wants to hold employees accountable, while corporate liability can help promote adoption of programs. Whether you are looking to implement a Travel Card program, or want to make sure that your organization has the right kind of program in place, this webinar will provide you with the good and bad of each liability option. The objectives for the debate are:

  • provide an overview of individual and corporate liability 
  • discuss the pros and cons to each liability type
  • offer strategies for effective program management based on each liability option
  • this topic has additional impact in EMEA as a result of PSD2 – gain the perspective from programs operating in this geography 
Target Audience

Procurement professionals who are looking to implement a Travel Card program, or want to evaluate their structure within their current program.

Facilitators:

About the Facilitators:

Jack Reynaert, Manager, Global Travel/Meetings, Financial Shared Services, Meritor

Jack manages the Travel team, which services all global operations in 19 countries. His team has fully integrated the travel bookings, vendor relations, expense tool direct management/technology interfaces, global corporate credit card, meetings management and corporate jet operations/sub-charters. Jack has been in the travel industry since 1977, managing corporate travel for half his career at three companies; also working at: airlines, TMC, Rental Car and GDS. His current configuration is a P&L/Rent-a-Plate model, and is responsible for the strategic direction and overall management of the company’s worldwide travel program. Jack is a devoted NAPCP member and serves as chair on the Travel Card Advisory team.

 

Wendy Flood, Travel and Relocation Administrator, Freeman 

Wendy has managed Corporate Card and P-Card programs for more than 15 years at multiple businesses and industries such as CVS Health, Michaels Stores and Freeman. Each of the programs she managed varied in size and how the cards are permitted to be used. Wendy implemented new programs and new providers, written procedures and policies. She manages the day-to-day functions including processing applications, monitoring spend, addressing delinquencies and closure of accounts when needed. She assists cardholders with balancing their accounts and completing online expense reports on two different systems, Oracle iExpense and Concur. Along with her card management role, Wendy has administered Corporate Travel programs for the past 12 years where she assists travelers with their questions and use of an online booking tool. She implemented new travel programs and agencies, written policies and negotiated with suppliers. Wendy is currently on a Payment Solutions Committee with GBTA as well as the NAPCP Travel Card Advisory Team. Card Programs are Wendy’s passion!

Gina Holmes, CPCP, Senior Analyst, Aerojet Rocketdyne

Gina began her career with Aerojet Rocketdyne in 2007. During the past 11 years, she’s had an ever-increasing role in the Travel Department. Some major milestones achieved include: rollout of Travel Card program, updates to internal Travel policies and procedures, transition to a new provider for the Business Travel Account program, implementation and integration of Concur for Travel & Expense, and migration to Oracle Financial System. Overall, since Gina’s tenure, their program has seen a 125 percent increase in Travel Cardholder count and their revenue share has increased exponentially as a result of the growth. Gina has been a member of NAPCP since 2013 and she obtained her CPCP certification in 2016.

Regina (Gina) Miller, CPCP, Procurement Card Administrator, University of Maine System

Gina Miller manages the Procurement Card program, which includes Travel, Purchasing and Gas Fleet cards for the University of Maine system. Before coming to the University, she has worked in various credit card and accounting positions in her almost 30-year career. She passed her CPCP exam at the national conference in San Diego, California, in April 2018 and is on the NAPCP Travel Advisory Team.

 

 

Teri J.B. Moreno, GTP, Travel Manager, Anaren, Inc.

Terri J.B. Moreno, GTP, is travel manager at Anaren, Inc. With over 15 years in the corporate travel industry, her responsibilities include Travel Card administrator, as well as travel expense auditor. Terri serves on the board of directors of the Upstate New York Chapter of the Global Business Travel Association (GBTA) and volunteers at its annual convention. Having recently achieved the designation of Global Travel Professional (GTP), Terri is also a recipient of the 2016 GBTA Chapter President’s Council Scholarship. Terri recently spoke at the 2017 NAPCP Annual Conference and is on the NAPCP Travel Advisory team.

 

Kelli Moore, Indirect Sourcing Analyst, Owens & Minor

Kelli Moore has been working in the credit card/AP industry since 2003. She currently manages the global credit card program for Owens & Minor, along with travel and expenses. She managed accounts from the merchant processing side before moving to the state government and corporate payment side of things. She has been with Owens & Minor since 2014 and has moved the programs forward in many ways. Kelli is an NAPCP member and sits on the Travel Advisory team.

 

 

Patricia Neal, CPCP, CMM, GTP

Patricia is the travel and card services expert for a company of 105,000+ associates. She manages the daily administration and maintenance of the cards (Corporate, Purchasing, Travel and Ghost Cards), Concur and BOA Works systems and programs and support for all audience levels of the organization. As part of the Indirect Payables department, Patricia created a partnering relationship with the procurement, indirect sourcing, information technology, tax, audit and HR departments, and developed and supplied executive level reporting and monitoring of the travel and expense programs. Patricia is a proud member of the NAPCP and sits on the Travel Advisory team.

Dianna Wright, CPCP

Prior to relocating to Colorado in December of 2018, Dianna was employed for almost 12 years at the Las Vegas Convention and Visitors Authority, where I absolutely loved my job as Card Administrator. I took great pride in my job and had a wonderful working relationship with my cardholders.  The communication lines were always open and I tried hard to keep them up to date on “Card” related news. I have a great passion for Cards and am grateful to be back involved the industry I love!

Date, Time and Event Duration

Thursday, September 20, 2018

U.S. Participation Times
10:00 a.m. PT | 11:00 p.m. MT | 12:00 p.m. CT | 1:00 p.m. ET

 

European Participation Times
16:00 GMT | 17:00 CET | 18:00 EET
(If you are outside these times to participate live, a recording of the panel discussion can be ordered in the NAPCP store usually within one week following the event.)

 

The presentation is for NAPCP members and NAPCP subscribers.This panel discussion is intended to last 60 minutes, but may go longer depending on the dialog.

 

Please note that there is a two-step registration process to receive the webinar access link.

 

Interested, but Can't Make It? If you are outside these times to participate live, a recording of the panel discussion can be ordered in the NAPCP store usually within one week following the event. Please contact Heather Miller at (952) 546-1880, ext 9 if you have any questions.
Cost and
Onsite Group Participation

The panel discussion is complimentary for NAPCP members and $149.00 for NAPCP subscribers.

Any number of colleagues can join the registrant in the same location and participate; however, only registered attendees earn continuing education credit. All individuals who need to earn credit for the event must register per the instructions below.

Continuing Education Credit

(Limited to Attendees)

To earn 0.25 points toward CPCP initial eligibility, re-certification or receive supporting documentation for possible continuing education credit, you must be (1) registered on the NAPCP website AND GoToWebinar, and (2) you must log into GoToWebinar the day of the webinar individually.

 

Attendance cannot be tracked if you do not log in individually, and therefore you will not receive CPCP credit.

Registration Process and Deadline

The NAPCP is using the GoToWebinar solution to facilitate the event. Please note the two-step registration process:

Step 1. Please click the blue Register box at the top of this page. After you click "Submit," you will view a thank-you page that includes instructions and a hyperlink to the GoToWebinar event page.

Step 2. Click the GoToWebinar link in the thank-you page and simply enter your first name, last name and email address to "reserve your seat" in the webinar. This is an important step so that you receive instructions to join the webinar the day of the event.

Questions about GoToWebinar? Consult theGoToWebinar Quick Reference Guide.

Registration via the NAPCP website will close at 12:00 a.m. on the business day prior to the webinar.

Dial-in Number &Access Code

After registering, please contact your IT department to ensure thatGoToWebinar@citrixonline.comis on your organization's "Safe Sender" list. This is an important step so that you will receive email reminders and complete log-in details prior to the event.

At least one business day prior to the webinar, each registered participant will receive an email message from GoToWebinar with a dial-in number and access code. Please save this important email message. If you do not receive this information at least one business day prior to the webinar, please call Heidi Kaliher at (952) 546-1880, ext. 4, or email heidi_kaliher@napcp.org.Your dial-in number and access code cannot be shared.

Questions

Submit Questions During the Webinar:

During the Q&A portion of the webinar, you will be able to submit questions using the intuitive GoToWebinar tool. You will receive instructions on how to use the tool during the first few minutes of the webinar.

Questions Not Answered During the Webinar:

Participants should contact the speakers directly if their questions (those relevant to the subject matter) are not answered during the webinar.

For More Information For more information, please call Heather Miller at (952) 546-1880, ext. 9, or email at heather_miller@napcp.org.
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 program fee (if applicable) only.

 

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