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NAPCP Commercial Card Regional Forum - Grand Rapids, MI
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NAPCP Commercial Card Regional Forum - Grand Rapids, MI

A one-day NAPCP educational and networking event sponsored by Visa Inc. and hosted by the NAPCP

 Export to Your Calendar 9/5/2019
When: Thursday, September 5, 2019
8:30 AM - 3:15 PM
Where: Courtyard by Marriott Grand Rapids Downtown
11 Monroe Avenue NW
Grand Rapids, Michigan  49503
United States
Contact: Heidi Kaliher
(952) 546-1880, ext. 4

Online registration is available until: 9/5/2019
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NAPCP Regional Forum
Grand Rapids, MI
Thursday, September 5, 2019
 8:30 a.m. to 3:15 p.m.

Courtyard by Marriott
Grand Rapids Downtown
11 Monroe Avenue NW
Grand Rapids, MI 49503

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


Hosted by


    Sponsored by
      Gold Partner Sponsor






Please join the NAPCP and Visa 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. Registration and Continental Breakfast

9:00 a.m.

Welcome, Introductions and
Commercial Card and Payment Industry Updates, Featuring a Few of NAPCP's Favorite Things
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 the latest NAPCP initiatives and share insights from some of her favorite NAPCP resources. Details will include:
-interactive review of the NAPCP website and resources—hear what projects are in the works and share your ideas for topics you would like to see covered in greater detail
-excerpts from the latest projects that the NAPCP Advisory Team has in the works: Government, Higher Education, Corporate and Travel Card
-overview and key takeaways from a few of Heather's favorite resources:
   -fraud prevention and detection report
   -process cost savings for P-Card programs
   -best practices for Travel Card programs

About the presenter:

Heather is the community engagement manager for the NAPCP. Her passion for Commercial Cards started in 2010 when she started managing the card program for University of Phoenix. There, she served as primary resource to over 4,000 cardholders—creating, managing, and auditing card and travel policies. Since joining the NAPCP in 2017, she has created advisory committees for Travel Card programs and organizations in the Corporate sector. She collaborates with more than 20,000 members and subscribers to create best practices for card programs within the U.S., Canada and EMEA region. Heather holds the Certified Purchasing Card Professional (CPCP) credential and is the chairperson of the Purchasing Card Professional Certification Council. She completed her MBA in May 2017 and now spends her free time traveling and watching Denver Broncos football with her family. 

10:00 a.m.

Commercial Payments Industry Update
Orson Morgan, Senior Account Executive, Visa Inc.

Key takeaways:
-understand the rapidly changing face of Commercial needs
-B2B Payment trends in the U.S.
-understand the challenge of security payments from new avenues
-themes shaping the way we think about payments

About the presenter:
Orson Morgan is a senior account executive for commercial solutions, State/Local government at Visa Inc. In this role, Mr. Morgan is responsible for sales and business development in the state, local and higher education market segments. His responsibilities include strategic partnership, program development, market research and consulting. Prior to joining Visa Inc., Mr. Morgan was vice president, senior card account manager for a national issuing financial institutions.

Mr. Morgan joined Visa in 2012 after spending eight years on the sales and relationship management side of the card industry, he was responsible for the strategic development and retention of the Corporate and Purchasing Card programs. Responsibilities included helping organizations gain maximum benefit and value from their Purchasing and Corporate Card programs.

10:30 a.m. 

Demystifying Delinquency
Theresa Lyons, Manager, Corporate Services Programs, Kellogg Company
Are your delinquencies out of control and impacting your rebate? Theresa will describe how Kellogg handles cardholder delinquency and steps they’ve taken to effectively manage it and maintain $0.00 losses for almost 10 years. Attendees will leave with the knowledge of being able to: 

-optimize resources to reduce delinquencies
-implement efficiencies to maintain minimum impact
-create an invaluable and empowered team

About the presenter:
Theresa Lyons is the corporate services programs manager at Kellogg Company located in Battle Creek, Michigan. Kellogg has a global program of 10,000+ card accounts in 34 countries. Theresa has a dual role of managing both the North American Card Program and Executive Charter Services at Kellogg. She joined Kellogg in 1998 and took over the administration of Kellogg’s Corporate Card program in 2001. Her card responsibilities include all aspects of managing 5,000+ Individual Bill/Company Pay accounts and 600+ P-Card accounts. She works closely with Human Resources, Internal Audit and the Travel/Expense Travel Management Company at Kellogg to maintain $0 credit losses since 2010. She recently received the 2019 Delinquency Master Award for maintaining the lowest rate of delinquency amongst all Citi Commercial Card clients. Before coming to Kellogg, Theresa was in the U.S. Air Force stationed in Okinawa, Japan. She is newly married and has five adult children and six grandchildren.

About her program:
-Number of cards: 10,000
-Annual number of transactions: more than 500,000
-Card program types: P-Card, Travel Card, Meeting Card, Cross-Border Card and BTA accounts
-Top five global card programs in: United States, United Kingdom, Ireland, Canada and Australia

11:15 a.m.
Thriving and Growing in a One Card Program
Sharol Hawley, Director of Purchasing and
Diane Liggins, Purchasing Coordination, Grand Rapids Public School
Have you ever wondered about the reasons why some organizations utilize a Travel Card and Purchasing Card program when a One Card solution is available? Join Sharol and Diane as they explore the benefits they’ve realized since implementing a One Card program and the strategies they have put in place to keep the momentum growing.

Key takeaways include: 

-exploration of efficiencies gained in a One Card program, including better controls, ease of use, tighter accountability and one location to track expenses
-a side-by-side comparison between One Card vs. Multiple Cards, including pros and cons to each such as ease of finding transactions vs. digging through multiple reports
-discuss the reporting flexibility a One Card program offers to support usage and enforce spend categories

About the presenters:
Sharol Hawley has worked for Grand Rapids Public School (GRPS) for nine years as both the purchasing coordinator and as the director of purchasing since 2014. She has a bachelor's degree in organizational development and a master's degree in organizational management and development from Spring Arbor University.

Diane Liggins has worked for GRPS for five years as a purchasing coordinator. She received her bachelor's degree in business administration and accounting from Aquinas College.

About their program:
-Number of cards: 226
-Annual number of transactions: more than 12,000
-Card program type: One Card

-U.S. program

12:00 p.m. Networking Lunch
1:00 p.m. Grasping the Basics and Best Practices of Virtual Pay
Leslee L. Fritz, Business Travel Sales Manager, AHC+Hospitality
Have you been hearing about virtual pay? Wonder what it is and if your business can benefit? 

No matter your industry, virtual pay offers opportunities to overcome many of your current payment obstacles. Together we will:
-explore and understand what virtual pay is
-research to understand if it's for you
-employ the most effective program
-practice best techniques

About the presenter:
Leslee L. Fritz is the business travel sales manager for AHC+Hospitality, a hospitality management company based in Grand Rapids, Michigan.

Leslee has spent the past five years becoming a passionate advocate for successful travel management programs. By working alongside travel managers, TMCs, airline and transportation partners, she's assisted in the successful outcomes of program implementations.

Leslee currently serves as vice president of Michigan Business Travel Association and has served on several MBTA committees. She attended the past four GBTA Conventions, the 2018 and 2019 GBTA Legislative Summit in Washington, D.S., and is slated to study for the Global Travel Professional® (GTP) Certification in the next year. She currently serves on the GBTA Payment Solutions Committee.
1:45 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
2:45 p.m. Open Discussion and Wrap Up
Heather Miller, CPCP, MBA, Community Engagement Manager, NAPCP

3:15 p.m. Regional Forum Concludes


Location, Parking and Logistics

Courtyard by Marriott

Grand Rapids Downtown
11 Monroe Avenue NW
Grand Rapids, MI 49503

Finding the meeting room:
Enter through the main lobby. The meeting room is on the second floor and can be seen from the lobby. The meeting room is called the Grand River Room.

Self-parking is $14/day at the hotel. There are also public parking ramps in the area..


Registration Rates
$99 NAPCP members; $119 complimentary subscribers
(Registration fee includes continental breakfast and lunch)

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

Click the blue Register button on this page. You will need to sign into your NAPCP profile. If you do not have an NAPCP profile, you will need to establish either a paid member or complimentary subscriber profile.
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

We do have a hotel room block at the Courtyard by Marriott Grand Rapids Downtown for a nightly rate of $179. Reservations must be made by calling number 1-877-901-6632 and referencing "NAPCP". Reservations can also be made online via this booking link. To receive the $179 rate, reservations must be made by August 14, 2019.


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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