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NAPCP Commercial Card Regional Forum, Los Angeles, CA
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NAPCP Commercial Card Regional Forum, Los Angeles, CA

A one-day NAPCP educational and networking event hosted by the City of Santa Monica and sponsored by MUFG Union Bank N.A.

 Export to Your Calendar 10/22/2019
When: Tuesday, October 22, 2019
8:30 AM to 2:45 PM
Where: Santa Monica Public Library
601 Santa Monica Blvd.
Santa Monica, California  90401
United States
Presenter: End-Users, Providers and NAPCP Staff
Contact: Heidi Kaliher
(952) 546-1880, ext. 4


Online registration is available until: 10/22/2019
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NAPCP Regional Forum, Los Angeles, CA
Tuesday, October 22, 2019
 8:30 a.m. to 2:45 p.m.

Santa Monica Public Library
601 Santa Monica Blvd.
Santa Monica, CA 90401

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


 

Hosted by



 

       Sponsored by
     Silver Partner Sponsor


      

 



 




       




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

 



Agenda
 

8:30 a.m. Registration and Continental Breakfast

9:00 a.m.

NAPCP Welcome and Introductions
Diane McGuire, MBA, Managing Director, NAPCP

9:10 a.m.

City of Santa Monica Welcome
Araceli Esparza, CPPO, Procurement Manager, City of Santa Monica

9:15 a.m. NAPCP Commercial Card and Payment Industry Updates, Featuring a Few of NAPCP's Key Resources
Diane McGuire, MBA, Managing Director, 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. 

Diane will provide and update on the latest NAPCP initiatives and share insights from some of her favorite industry studies and NAPCP resources. Details will include:
-interactive review of the NAPCP website and resourceshear what projects are in the works and share your ideas for topics you'd like to see covered in greater detail
-excerpts from the latest projects that the NAPCP Advisory Teams have in the works: Corporate, Travel Card, Government and Higher Education
-overview and key takeaways from a few of Diane's favorite resources such as the NAPCP Fraud Prevention and Detection report and process and cost savings tools for P-Card

About the presenter:
Before forming the NAPCP in 2000, Diane McGuire implemented and managed Cargill's award-winning Purchasing Card Program. Diane has also held several financial manager positions within Cargill's business units. Diane received her undergraduate degree in accounting from the University of Nebraska at Lincoln and her MBA from Rutgers University. She is a frequent speaker on Commercial Card and related topics and is often a quoted source for print media.


10:00 a.m.

California Consumer Privacy Act
Elisa Corridore, Vice President, Client Relations, MUFG Union Bank
On June 28, 2018, the Governor of California signed AB 375, the California Consumer Privacy Act of 2018 (the "Act"). The legislation is scheduled to be in effect January 1, 2020. This new privacy act has some potentially substantial impacts to Commercial Card payment programs:
-understand the applicability of this new legislation that will affect California consumers and employees based in California
-review the disclosure information required to be compliant with this new privacy act
-learn the steps on how to prepare to be compliant when this new legislation takes place
-confirm the implications to payment card programs
 
About the presenter:
Elisa Corridore joined MUFG Union Bank in 2014 as vice president of Commercial Card client relationship management. She has over 25 years of Commercial Card experience having worked for American Express, Mastercard Incorporated and Visa. She has held various roles in client management, consulting and product development including serving as the P-Card administrator for American Express’ internal P-Card program. Elisa has been a member of the NAPCP for over 10 years and has been a breakout session presenter at four NAPCP Annual Conferences. She has also prepared the curriculum for and conducted classes on Purchasing Cards for the American Management Association. Elisa holds an MBA from Rochester’s Simon School of Business in Finance and Marketing.

10:30 a.m. Break
10:45 a.m. One-Stop Shop for City Purchases: eMarketplace
Araceli Esparza, CPPO, Procurement Manager, City of Santa Monica
Imagine a customized “Amazon” site selling goods and services for which the city has bid. All department staff access the webpage and order the supplies directly from the supplier, charge the appropriate account and send the necessary data to procurement. 

This tool creates an automatic approval workflow, improves compliance by using a standard set of catalogs and pricing, and increases transparency as spending data and analytic information is converted to management reports.

This one-stop shop experience is the process that Araceli helped put in place at the City of Santa Monica. This method also ties most purchases to the city’s Purchasing Card, reducing cost and time for check printing, improving cash management and increasing the amount of the rebates earned on Purchasing Card transactions. Join Araceli as she shares her journey and the following benefits since implementation:

-control maverick spend
-
track what departments are buying
-access a list of pre-approved vendors with pre-negotiated contracts and catalogs
-credit card available for immediate purchasing
-no need to process an invoice!

About the presenter:

Araceli Esparza has been in the procurement field for over 27 years. In her current position as the procurement manager with the City of Santa Monica, her day-to-day responsibilities include:
-
providing increased efficiency, economy and flexibility in public procurement
-
enabling uniform procurement policies throughout the organization
-
building public confidence in public procurement
-
fostering effective broad-based competition for all segments of the supplier community
-
safeguard the integrity of the procurement system and protect against corruption, waste, fraud and abuse

Araceli is responsible for training city staff members with the intricacies of navigating the city’s procurement policies and procedures. Previously, she provided vendor outreach programs educating vendors on how to do business with the city.

11:30 a.m.

Utilizing Ghost Cards to Streamline Payments from Decentralized Locations to Contracted Vendors
Tiffanie Ledford-Yang, Procurement Policy Officer, Los Angeles Unified School District
Do you have a large number of invoices to a particular vendor? A Ghost Card Program may be useful to reduce invoices and improve purchasing efficiencies. In this session, learn how LAUSD uses Ghost Cards to streamline payments from decentralized locations to contracted vendors. Attendees will leave with the knowledge to:
-explain the function and benefits of Ghost Cards and how they differ from P-Cards
-evaluate current spend to identify target vendors for Ghost Card payments
-lower costs by reducing the number of invoices processed by accounts payable
-implement a Ghost Card program
-establish controls specific to Ghost Cards
-define the reconciliation process for this card type

About the presenter:
Tiffanie Ledford-Yang has over 11 years of P-Card administration experience working with Los Angeles Unified School District (LAUSD). Starting with LAUSD in 2003, she was instrumental in the initial rollout of the District's P-Card program that year and continued to manage the program through 2008. In 2013, LAUSD completed the multi-year transition from their legacy system to SAP. At that time, she returned to Procurement to oversee the successful implementation of credit card reconciliation through the SAP system. Tiffanie is currently the procurement policy officer and manages not only the P-Card program but also the procurement travel unit and the vendor services unit.

About her program:
-Number of cards: 3,059 total (1,322 P-Cards, 372 Travel Cards, 927 Ghost Cards and 438 Fuel Cards)
-Annual number of transactions: 120,000
-Card program types: P-Card, Travel Card, Fuel Card, Ghost Cards (Toshiba Unified Print Program)
-U.S. program

12:15 p.m. 

Networking Lunch

1:15 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
2:15 p.m. Open Discussion and Wrap Up
Diane McGuire, MBA, Managing Director, NAPCP
Final Thank You

Elisa Corridore, Vice President, Client Relations, MUFG Union Bank

2:45 p.m. Regional Forum Concludes

 


Details
Location, Parking and Logistics

Santa Monica Public Library
601 Santa Monica Blvd.
Santa Monica, CA 90401


Parking is available for a fee in the underground parking structure that is accessible from 7th Street between Santa Monica Blvd. and Arizona Ave. The parking ramp will be open at 7:30 a.m.

The Mutlipurpose Room is only accessible via the parking structure, as the library does not open until 10:00 a.m. Via your car or by foot: from the parking garage, take the elevator to 2nd floor. Once on 2nd floor, follow the signs to the Multipurpose Room. 


Fee

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

Registration Note: There is a two attendee per provider organization limit. 

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 not have a hotel room block, but there are several options in the area.

 

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 heidi_kaliher@napcp.org or telephone at (952) 546-1880, ext. 4.

 



NAPCP CANCELLATION POLICY:
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 administrative 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 heidi_kaliher@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 registration fee only. 

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