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NAPCP Commercial Card Regional Forum - Portland, OR
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NAPCP Commercial Card Regional Forum - Portland, OR

A one-day NAPCP educational and networking event hosted by Cambia Health Solutions and sponsored by Umpqua Bank

 Export to Your Calendar 8/28/2020
When: Friday, August 28, 2020
8:30 AM to 3:00 PM
Where: Cambia Health Solutions - Woolworth Building
1621 SW First Avenue
Portland, Oregon  97201
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
« Go to Upcoming Event List  

NAPCP Regional Forum, Portland, OR
Friday, August 28, 2020
 8:30 a.m. to 3:00 p.m.

Cambia Health Solutions
1621 SW First Avenue
Portland, OR  97201


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


 

Hosted by



 

Sponsored by
     
      

 



 




       




Please join the NAPCP, Cambia Health Solutions and Umpqua 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. Welcome, Introductions and NAPCP Commercial Card and Payment Industry Updates, Featuring a Few of NAPCP's Key Resources
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 will provide an 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 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.


9:45 a.m.

Exploit your issuer's resources to grow and expand your card program (Hint: They want you to!)
Tony Yazzolino, Senior Vice President, Commercial Card Director, Umpqua Bank
Do you feel like your program is stagnant and in need of a boost in momentum? Or, maybe you are new to Commercial Cards and not sure where to get started? Either way, you have a dedicated resource to help you navigate, though often underutilized—your issuer. Join Tony as he shares tips and tricks on how you can leverage your issuer relationship to improve your program’s performance.

   -Make sure you have clear goals and management alignment

   -Use your issuer’s resources.  Banks can provide benchmarking, program analysis, working capital analysis, and workflow/workstream mapping usually upon request and at no cost.  Take advantage of these tools and make sure you’re ready to act on the bank’s analysis and recommendations.
   -E
valuate the “add ons” periodically — Expense management, reporting, data integration, reconcilement and automated payables are valuable tools, but when is the last time you fully evaluated them to make sure they are meeting your needs and that you are fully utilizing them?
   -S
tep back and ignore your tendency to say “it’s working” and instead ask “in a perfect world, is this really how I want this?”


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.

10:15 a.m. Break
10:30 a.m.

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 US commercial banks.

11:15 a.m.

Taking P-Card from NAY to YAY
Tamara (Tam) Alison, P-Card/V-Pay Lead Administrator, Portland General Electric
As program managers, we know the value that P-Card programs offer organizations and their employees. However, if people aren’t buying into the program, it can lose momentum. This session will help you turn your P-Card program into one that individuals and your company as a whole no longer dread. We will look at the flowchart of what P-Cardholders’ responsibilities are, from beginning to end. Along with this, we will touch on training ideas, work session set-ups, continuing communication on changes to program, and follow up on fraud/misuse issues. Takeaways:
   -tips for successful trainings
   -creating a program that makes you want to execute it and employees want to comply with it

About the presenter:
Tam has been with Portland General Electric (PGE) since Jan. 10, 2017. She initially was in the Accounts Payable department and then when the P-Card position was vacated, she immediately took on that position. Currently her company has 1,700 P-Cardholders. She has grown the program and the process over the past one and a half years and is constantly looking for ways to implement new features, etc.

About her program:
-Number of cards: 1,700
-Card program types: P-Card and Virtual Card
-U.S. program

12:00 p.m. 

Networking Lunch

1:00 p.m. 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 & 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, design the Corporate Card website, automate application and additional forms, use audit best practices, create 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


1:45 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
Rachel Narveson, CMP, Event Manager, NAPCP
Final Thank You

Tony Yazzolino, Senior Vice President, Commercial Card Director, Umpqua Bank

3:00 p.m. Regional Forum Concludes

 


Details
Location, Parking and Logistics

Cambia Health Solutions
Woolworth Building
1621 SW First Avenue
Portland, OR 97201

Meeting Room: Central North and South Conference Rooms, 232 and 233.

Check-in and Onsite Procedures:
-Attendees will be required to check in and present a photo ID with the onsite security (located in the lobby)
-Attendees will receive a name badge at the check-in table (located in the lobby)
-The badge must be worn at all times
-Attendees will be escorted by a Cambia employee to the conference rooms
-Attendees cannot leave the building without a Cambia escort

Parking: there are several parking lots in the surrounding area, ranging from $14.00-$18.00 per day. 

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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8/28/2020
NAPCP Commercial Card Regional Forum - Portland, OR

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