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NAPCP West Coast Virtual Forum

A half-day NAPCP educational and networking event sponsored by Umpqua Bank

 Export to Your Calendar 8/28/2020
When: Friday, August 28, 2020
10:00 AM to 2:00 PM Pacific Time
Where: United States
Presenter: End-Users, Providers and NAPCP Staff
Contact: Heidi Kaliher
(952) 546-1880, ext. 4


Online registration is available until: 8/28/2020
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NAPCP West Coast Virtual Forum

Friday, August 28, 2020
 10:00 a.m to 2:00 p.m. Pacific Time / 12:00 to 4:00 p.m. Central Time
 This is a West Coast-focused meeting, but all are welcome.
Please Join Us — Corporate, Higher Ed, Government/K-12 and Industry Providers


 

Hosted by



 

Sponsored by
     
      

 



 




       




Please join the NAPCP and Umpqua Bank
for this half-day educational and networking event for 
Commercial Card and Payment professionals to gather together virtually
to share program goals, challenges and build one's peer network. 

 



Agenda
 

10:00 a.m. PT Welcome and Introductions
10:10 a.m. PT NAPCP Salary Survey and Updates
Heather Miller, CPCP, MBA, Community Engagement Manager and Rachel Narveson, CMP, Event 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 and Rachel will provide an update on the latest NAPCP initiatives and share insights from some of their favorite industry studies and NAPCP resources. Details will include:
-interactive review of the NAPCP COVID-19 website and resources
-overview and key takeaways from the 2020 Salary Survey

About the presenters:
Heather is the community engagement manager for 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 nearly 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.

Rachel is the event manager for NAPCP. She has an extensive history in the event, hospitality and tourism industries, working at the Minneapolis Convention Center, hotels and restaurants. Rachel joined the NAPCP team in 2016 and has developed relationships with providers, collaborating on virtual events and managing their year-round Partner Sponsorship programs. She also coordinates the Annual Conference, produces the Global Provider Directory and other event-based activities throughout the year. Rachel earned her Certified Meeting Planner (CMP) certification in August 2019. Rachel lives in the Minneapolis area, is an avid traveler and enjoys bringing her family together with a home cooked meal.
10:30 a.m. PT

Contactless RUSH: The U.S. Push for Tap and Go, Mobile Wallets and Virtual Cards!
Tony Yazzolino, Senior Vice President, Commercial Card  & Merchant Services Director, Umpqua Bank
COVID-19's impacts are pushing the U.S. towards new and exciting ways to transact business. Is your organization ready to take advantage of the solutions? Here is what should you consider and ask yourself when implementing these new solutions:

   -Contactless transactions—the U.S. is catching up with the rest of the world, however Commercial Cards have lagged even further behind. Are you ready to roll them out?
   -Mobile Wallets have been around for a while, but T&E and P-Cards are late invitees to the party. Should you let your employees load company cards into their phone?
   -Virtual Cards and e-Payables have been a key part of many payables strategies. If you are just now considering it, what do you need to know?
   -These technologies will allow rapid changes in the U.S. payments landscape and will help us catch up to the rest of the world. What other advances are on the horizon that you need to start thinking about now?


About the presenter:
Tony is the Commercial Card director for Umpqua Bank. He has nearly 30 years of experience in banking and more than 20 years in the payments business ranging from debit cards to merchant services to credit cards. Today, he oversees the team that sells and supports Umpqua Bank Commercial Cards to our customers in the corporate, commercial and public sectors. Tony has completed the Mastercard bankcard school and currently holds a CPCP certification. He is the treasurer of Eastside Portland Lacrosse, coaches youth volleyball, has three daughters and is an avid Oregon Ducks fan.

11:00 a.m. PT

Improve Your Card Portfolio Through Benchmarking
Amanda Clemm, Solution Manager, GCI Analytics/McKinsey and Company
How can benchmarking improve the performance of a Commercial Card program? Learn what internal metrics you can be tracking to gain end-to-end insight into your card program, and how developing standardized metrics can grow your program. We will investigate how benchmarking can help you:
   -identify key suppliers that accept Commercial Card
   -maximize the value of the supplier enablement process
   -evaluate how your program is performing compared to peers

About the presenter:
Amanda Clemm joined the GCI Analytics office of McKinsey and Company in 2016 after receiving her PhD in Mathematics from Emory University. Currently, she manages McKinsey’s Commercial Card Benchmark which benchmarks issuers’ Commercial Card portfolios across spend and pricing, and McKinsey’s Treasury Services Benchmark, a Cash Management portfolio benchmark for U.S. commercial banks.

11:30 a.m. PT One-Hour Break
12:30 p.m. PT

How Does Your Bank Compare to Others? Find Out Through an RFP 
Kristina Davis, Manager Finance Operations and Laury Chesbrough, Corporate Credit Card and EXP Admin 1, Cambia Health Solutions
How does your bank compare to others? Organizations elect to initiate the Request for Proposal (RFP) process for a variety of reasons: contract obligation, cost, performance issue, or to simply find out what others are offering. Whatever the reason, the RFP process has many moving parts program managers need to understand. Join Kristina and Laury as they walk through the RFP process from beginning to implementation: 
   -Who should be involved?
   -Writing the RFP
   -RFP Scorecard/Comparison
   -Presentations/Choosing Finalist
   -Implementation


About the presenters:
Kristina joined Cambia in 2010 in Finance and has managed Cambia’s card and expense team for two years, and Cambia’s travel program for five years, in addition to other departments such as Commissions, Insurance Payables and Accounts Payable. With her teams, she strives to create an environment for service and quality excellence while maintaining regulatory compliance.

Laury joined Cambia in 2008 to launch the Corporate Credit Card program. This has consisted of assisting with updating the Travel and Expense Policy, creating cardholder and manager agreement forms, creating the standard operating procedures, designing the Corporate Card website, automating application and additional forms, using audit best practices, creating metrics and develop training. Her passion is to streamline processes, provide outstanding customer service, automate processes and train employees. 

About their program:
-Number of cards: 2,400
-Annual number of transactions in 2018 on their One Card Program: 106,353
-Card program types: One Card and Single Use Card
-U.S. program

1:00 p.m. PT

Roundtable Discussions
These discussions provide a casual exchange of ideas between end-users and providers. Let us know what you would like to discuss in 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
1:45 p.m. PT Open Discussion and Wrap Up
Heather Miller and Rachel Narveson, NAPCP
Final Thank You

Tony Yazzolino, Umpqua Bank

2:00 p.m. PT Virtual Forum Concludes

 


Details
Virtual Meeting Details 

Virtual meeting using GoToMeeting. Check with your IT department in advance to ensure accessibility.

NAPCP will send the GoToMeeting login details via email 24-hours prior to the start of the event. 

Be prepared to share your webcam (optional) and unmute yourself to share your thoughts and ideas.

Remember to block your calendars so you don't forget.


Fee

Registration Rates
$49 NAPCP members; $79 complimentary subscribers


Registration Note: There is a one 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 Virtual 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. Want to learn more?

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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