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2019 Full Day Pre-Conference Workshops: Travel Cards 101 and Pathway to an Effective P-Card Program
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2019 Full Day Pre-Conference Workshops: Travel Cards 101 and Pathway to an Effective P-Card Program

Full-Day Workshops: Travel Cards 101 and Beginner's Pathway to Purchasing Cards

 Export to Your Calendar 4/15/2019
When: Monday, April 15, 2019
8:30–11:30 a.m. and 12:30–4:00 p.m.
Where: InterContinental Miami
100 Chopin Plaza
Miami, Florida  33131
United States
Contact: Heidi Kaliher
(952) 546-1880, ext. 4


Online registration is available until: 4/15/2019
« Go to Upcoming Event List  

 

 Full Day of Pre-Conference Workshops:
Travel Cards 101: Everything You Need to Know and
Pathway to an Effective Purchasing Card Program for Beginners

 

Date and Time Monday, April 15, 2019
8:00–11:30 a.m. and 12:30–4:00 p.m.

Presenters  Travel Cards 101: Everything You Need to Know
Jack Reynaert, Manager, Global Travel and Expense, Meritor, Inc.
About the presenter:
Jack manages the Travel team that 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 he 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.

Toni Waters, CPCP, FIS
About the presenter:
Toni began her career with Metavante (now FIS) in 2001 in Milwaukee, Wisconsin. She held various roles including billing, accounts receivable, collections and finance. When Metavante was acquired by FIS, Toni began managing the Corporate Credit Card program. Over the last several years, Toni has had a number of significant accomplishments including RFPs, implementing new card programs, decommissioning old card programs and assisting with writing/enforcing FIS’ Global Travel Policy. She has expanded her global responsibilities for both card and expense, and has trained numerous employees on the expense reporting process. Toni has been a member of NAPCP since 2010 and earned her CPCP credential in June 2014. In February 2016, Toni relocated from Milwaukee to FIS’ headquarters in Jacksonville, Florida. Today, Toni manages the Global Corporate Credit Card, Expense Reporting and Travel Reporting/Compliance teams. Her teams oversee administration of approximately 15,000 Corporate Credit Cards in 20+ countries; audits/processes 100,000+ expense reports per year crossing 40+ countries; and provides travel reporting to executive management.  She is proud member of the NAPCP Travel Card Advisory team.


Pathway to an Effective Purchasing Card Program for Beginners
Heather Miller, CPCP, MBA, Community Engagement Manager, NAPCP
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) and Senior Professional in Supply Management (SPSM) credentials.

Description 

Travel Cards 101: Everything You Need to Know

Corporate Travel Cards provide the optimal solution for payment of one of the largest controllable expenses for your company. In this workshop, we will review the multiple payment options, identify the gaps and build a case to implement or mandate a Travel Card program. Case study communications will be shared, along with KPI's metrics quantifying costs of non-compliance to the program. 

Topics include:

  • necessary systems required for optimal program management
  • building a case to mandate a Travel Card program
  • writing an effective Travel Card policy
  • creating and communicating an effective training program
  • review the Travel Card business case, including topics of:
         -revenue share
         -fraud reduction
         -increase spend visibility
         -employee morale

  • discuss how interfacing systems can help optimize your program, such as:
         -HR/Payroll
         -general ledger
         -expense
         -Bank/Corporate Card programs
  • establishing KPIs reporting and metrics
  • provide deliquency management techniques
  • describe how to be the best program administrator you can be
  • demonstrate how customer service + travel assistance = greater program compliance

Beginner's Pathway to Purchasing Cards
Is your organization researching the idea of starting a Purchasing Card (P-Card) program? Perhaps the decision to move forward has been made, but it’s unclear where to start. Maybe the program is already established, but you are seeking to learn more about the benefits and best utilization of P-Cards. Or, you want to explore ePayables and how they complement P-Cards. If you fall into one of these categories, attend this workshop to enhance your understanding of how P-Cards add value to a payment strategy and obtain the knowledge needed to move your program to a solid foundation with confidence. 


Join Heather as we explore the following topics to help you build the successful program you desire. There also will be time dedicated to group discussions that will provide the opportunity for attendees to benefit from one another’s experience.

  • Define how/where P-Cards fit into a payment strategy and the related benefits, such as efficiency, cost savings, reporting, visibility into spend and more—what we call the value proposition.
  • Outline the ideal P-Card purchase-to-pay process to optimize the benefits. 
    Provide strategies to help to obtain organization buy-in and support of organization’s strategic goals.
  • Explore the Request for Proposal (RFP) process.
  • Determine key controls for program infrastructure, including:

           - policies/procedures 
           - role of the P-Card administrator or manager 
           - determining controls/audits and expectations 
           - distribution of cards

  • Provide strategies for training cardholders and approvers.
  • Discover applications for other types of Commercial Card solutions, including electronic payables.
  • Explain how electronic payables interact with P-Cards.
  • Discuss card acceptance with suppliers and the related benefits, including the fees, so you can engage in a meaningful dialogue and boost card acceptance.
Who Should Attend

All end-users and providers are welcome.

  • For directors, vice presidents and executives, this course is all you’ll need for a solid P-Card knowledge base.
  • For program administrators, this course is a good spring board to future program management education.
  • For anyone new to Travel Cards, P-Cards and/or ePayables, attending this session will help you more fully absorb content presented during the conference following the workshop.

CPCP Points Attending this workshop is good for (2) points toward CPCP initial eligibility or recertification. 

Registration Fee NAPCP members: $650.00
NAPCP complimentary subscribers: $750.00

Cancellation Policy for Pre-Conference Workshop

If you need to cancel your registration, you must send an
email to heidi_kaliher@napcp.org. There are three available options:

  • Request to transfer your registration to a delegate of equal membership status.
  • Cancel and request a future event credit (FEC) to apply toward another NAPCP event during the next 12 months.
  • Cancel your registration and request a refund. A partial refund will be issued for cancellations made one week prior to the event start date. A 50 percent administrative fee applies.

Registered delegates who do not attend or cancel less than one week prior to the event, are liable for the entire registration fee; no refunds or FEC will be given.

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

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2019 Full Day Pre-Conference Workshops: Travel Cards 101 and Pathway to an Effective P-Card Program

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2019 Pre-Conference Workshop: Travel Cards 101: Everything You Need to Know

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2019 Pre-Conference Workshop: Pathway to an Effective Purchasing Card Program for Beginners

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