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Educational Sessions at the 2015 NAPCP Annual Conference

Session Descriptions



General Sessions

Purchasing Cards in 2015: New Frontiers, New Strategies
Presented by Professor Richard Palmer, RPMG Research Corporation
Brought to you by NAPCP Silver Partner Sponsor PNC

​General Session Sponsor 

​Richard Palmer

The NAPCP welcomes respected industry researcher Professor Richard Palmer, who will summarize the key events that have marked the progress of purchasing cards over the past 25 years, examine substantial current opportunities for program expansion, and suggest strategies to promote program expansion.

RPMG recently released the findings from the 2014 Purchasing Card Benchmark Survey of P-Card use in North America. This is the eighth edition of the P-Card series, and is based on data and analysis from over 3,000 P-Card users across North American, representing public and private corporations, government, universities and colleges, school districts, and not-for-profit organizations. Professor Palmer will conclude with a look “over the horizon” at card-enabled purchasing of the future.

RPMG Research Corporation has provided P-Card and Corporate Card survey data to the NAPCP since 2001.


Seven Humor Habits for Workplace Wellness
Presented by Paul Huschilt
Brought to you by NAPCP Gold Partner Sponsor American Express
​General Session Sponsor

Paul Huschilt

Be prepared to laugh and learn techniques to use at work to stay calm when things get harried. It’s a seriously funny way to learn winning strategies to thrive in the most challenging times. This session is great for relieving stress, building positive energy and valuing your well-being.

Paul uses comedy and imagination to demonstrate comprehensive tactics that can be applied in any workplace environment. Participants will learn insightful strategies to focus on their business goals, stay balanced in a sometimes unbalanced world and to adapt to changes within the organization.

You’ll laugh and enjoy an eclectic mix of comedy, song and engaging activities through a high-energy presentation that reinforces your organization’s core values, while promoting personal and professional growth.


Breakout Sessions

Analytical Approach to Changing Providers
Presented by: Chris Marfisi, Category Manager for Consulting and Financial Services, Monsanto 
Number of cards: 14,000 
Annual # of transactions: 1.9 million
Card program type(s) managed by the speaker: One Card
Global presence: U.S., Brazil, Mexico, Argentina, France

So, you have made the decision to change your Commercial Card program provider. What factors should be considered before starting the process? Follow the steps that Monsanto took prior to considering the transition from one program to another:

  • read about 16 criteria to review and analyze when making a provider decision
  • perform a Cost of Change and Net Present Value (NPV)
  • learn how to identify savings opportunities
  • communicate, communicate, communicate


Automation and Tracking of Card Administration Using Excel and Macros
Presented by:Crystal Moody, Andrew Rzasa and Linda Valentine, Arthrex, Inc. 
Arthrex, Inc. 
Number of cards: 600
Annual # of transactions: 80,000
Card program type(s) managed by the speaker: P-Card, Travel Card, Meetings Card, Specialized BTAs (Air, Car), Supplier Cards
Global presence: United States, Germany, Mexico, Netherlands and Belgium

Card provider software, while efficient for the provider’s card management processes, does not always capture key information for the management of cards within an organization. When purchasing a third-party system is not an option, program administrators can use Excel to automate and track essential functions. Key takeaways:

  • automate your card administration using existing, inexpensive tools like Excel macros
  • use Excel to send notifications of policy violations and track history
  • use Excel to facilitate timely payments by employees for shared liability programs
  • implement one or all of our macros as needed, or adapt to a more robust Access databas

A handout will be provided showing our screens and macros that you can use to create your own program tools.


Big Brother is Watching You: Monitoring Your Program Using Excel Data Analysis
Presented by: Maggie Clarke, CPCP, CPP, Process Improvement Audit Supervisor, State of Georgia – Department of Administrative Services

State of Georgia
Number of cards: 5,000 ($120 million in spend)
Annual # of transactions: coming soon
Card program type(s) managed by the speaker: Corporate Card
Global presence: U.S., Canada, Germany, UK, Switzerland

Can I verify that transactions comply with policy without auditing every transaction? How do I know if cardholders really need their cards? Are cardholder spending limits set appropriately? This session will show participants how to:

  • isolate potential policy violations without looking at every transaction
  • use simple Excel spreadsheets to analyze card usage and spending limits
  • identify additional opportunities to use the P-Card through purchase order spend analysis.

(NOTE: The session will include a demonstration of Excel templates developed for auditing. The demonstration will assume that attendees have knowledge of certain Excel features, specifically copying and pasting and using filters. This session is not a computer lab with attendees sitting at computers. Rather, the attendees will learn Excel techniques that can be applied to the way they manage their program. Spreadsheets and complete instructions are available on the presenter’s agency website.)

Changing Your Travel Card Program Mid-Flight—How to Transition Without Turbulence
Presented by: Jennifer Harris, Senior Project Manager, Bright Horizons Family Solutions LLC

Bright Horizons Family Solutions LLC
Number of cards: 2,000
Annual # of transactions: 200,000
Card program type(s) managed by the speaker: P-Card, Travel Card, ePayables
Global presence: United States and Canada

Change within an organization is rarely easy, especially for employees who are on the go. But change is often needed to maximize the benefits of your card program. In this session, we’ll outline the steps to evaluate available card products, select the appropriate one, and implement it in your organization with minimum disruption to busy travelers.

Attendees will leave with the knowledge to:

  • select an appropriate travel card product for your organization
  • gain buy-in for all changes from busy travelers
  • improve cardholder satisfaction and program compliance
  • maximize your program benefits 


Eliminate the Paper—Incorporating Receipt Imaging into Your Program
Presented by: Higor Trindade, Purchasing Card Administrator, Bright Horizons Family Solutions LLC

Bright Horizons Family Solutions LLC
Number of cards: 2,000
Annual # of transactions: 200,000
Card program type(s) managed by the speaker: P-Card, Travel Card, ePayables
Global presence: United States and Canada

Are you buried by piles of receipts? Do receipt audits strike fear in your heart? Receipt imaging is the answer! In this session we’ll share how to successfully implement receipt imaging into your card program.
Attendees will leave with the knowledge to:

  • build a business case for receipt imaging
  • select an appropriate imaging platform
  • improve audit processes and receipt compliance
  • improve cardholder satisfaction and streamline receipt management


Expanding Without Losing Control
Presented by: Johnny White, Manager, Supply Chain Management Projects & Analytics, Service Corporation International (SCI)  
Service Corporation International
Number of cards: 4,243
Annual # of transactions: 630,825
Card program type(s) managed by the speaker: P-Card, Fleet (Voyager), Travel Card (UATP)
Global presence: United States, Canada, Puerto Rico

This session will focus on how to expand your P-Card program without losing control of compliance, spend visibility and cost/expenses. Through several key initiatives, SCI has managed to expand its P-Card program while maintaining control of who has a card, how cards are used and what is being purchased. This session will identify the lessons learned along a four-year journey to successfully grow a P-Card program from approximately $42 million annually to more than $200 million annually.

Attendees will leave with detailed examples of the following:

  • change management strategy to grow and manage an expanding P-Card program
  • successful strategy to monitor growth while minimizing rogue spend
  • successful approach to monitor card issuance
  • successful approach to monitor types of purchases


Ghost Cards—Unravel the Mystery 
Presented by: Ashru Shah, CPCP, Purchase Card Manager, North Carolina State University
North Carolina State University
Number of cards: 2,161
Annual # of transactions: 21,419
Card program type(s) managed by the speaker: P-Card, Ghost Card, Fleet, ePayables
Global presence: United States only

This session will begin with an overview of card payment solutions that will lead into how to expand a Commercial Card program by implementing eProcurement via a marketplace portal. Ashru will explain how her organization streamlined the payment and reconciliation process by reducing the cycle time, cost and financial risk associated with traditional check writing with the implementation of the portal.

Attendees will see ways to:

  • streamline the Accounts Payable process
  • reduce expenses by automation and no check writing
  • go paperless and increase transparency
  • partner with suppliers to maximize buying power
  • generate revenue


Higher Education Hot Topics
Presented by: Lesley Lackore, CPCP, Program Coordinator, Iowa State University
Iowa State University
Number of cards: 3,500
Annual # of transactions: 100,000
Card program type(s) managed by the speaker: P-Card
Global presence: United States only

Join us for a lively discussion where the attendees bring both the questions and the answers! Lesley and the NAPCP's Higher Education Advisory Team (HEAT) will facilitate this hot topic forum on issues relevant to P-Card professionals in higher education. Please be prepared to:

  • bring questions and issues to discuss with colleagues
  • identify colleagues in the higher education sector with similar challenges and solutions
  • network and establish contacts within the higher education sector


How a Single Event Travel Card Can Benefit Your Company
Presented by: Chad Robison and Margie Strong, Intermountain Healthcare
Intermountatin Healthcare
Number of cards: 7,000
Annual # of transactions: 270,000
Card program type(s) managed by the speaker: One-Card, ePay
Global presence: United States only

This presentation will explain what a “Single Event Travel” (SET) card is and how it could potentially save a company both time and money as an enhancement to an existing Purchasing or Travel Card program. The presentation will discuss how the card works, the card’s advantages and the specific issues related to the card.

Key takeaways include:

  • when does a SET card make sense
  • how the SET card is set up and administered
  • advantages of a SET card
  • specific issues related to a SET card


How to Utilize New Perspectives and New Technology to Tackle Old Problems
Presented by: Stephen G. Mack, CPSM, C.P.M., Associate Vice President Procurement Services, Drexel University
Drexel University
Number of cards: 1,200
Annual # of transactions: 180,000
Card program type(s) managed by the speaker: P-Card, ePayables
Global presence: U.S. only 

Steve will provide insight into cost control considerations at universities (alternatives to raising tuition to cover expense) and share the challenges and successes when transforming payables into an end-to-end strategy that leverages automation. He will also discuss the process for selecting the right tool for the right application.

Takeaways for those attending this session include:

  • how to look at your program in a different way
  • how you can be a change agent within your organization
  • how to motivate internal employees and impact change


Impactful Travel Reporting: Making a Difference with the Data You Already Have
Presented by: Jack Reynaert, Manager Global Travel, Meritor Inc.
Meritor Inc. 
Number of cards: 1,300
Annual # of transactions: 300,000
Card program type(s) managed by the speaker: Travel Card
Global presence: U.S., Europe, Canada, Mexico

How can you use your data to impact change and reduce cost? Jack will share how his company focuses on the multiple data sources already available to help identify opportunities where changes in behavior can impact KPIs.

Attendees will leave with the knowledge of being able to:

  • identify key data sources from which to extract useful data
  • clearly spot trends using various areas of reporting
  • learn ways to evaluate spending patterns; enabling the ability to provide key recommendations in areas for improvement
  • measure the impact after reporting


Keeping Your Friends Close: Simple but Effective Provider Management Techniques
Presented by: Chad Goldsberry, Senior Procurement Manager, Tyson Foods, Inc.

Tyson Foods, Inc.
Number of cards: 1,300
Annual # of transactions: 160,000
Card program type(s) managed by the speaker: P-Card, Travel Card, ePayables
Global presence: United States only

Your relationship with your card provider is just as critical as your relationship with your card holders, but how well do the two of you really know each other? Creating an environment of mutual knowledge-sharing and accountability will ensure that you are always top-of-mind to your provider and that you get the best of what they have to offer. In this session, you can expect to:

  • explore the common types of relationship discussions
  • learn the ins-and-outs of a Business Review
  • become aware of key metrics and how to track them
  • get comfortable managing issue escalation


Managing an Effective Commercial Card Program with A/P and Procurement Department Partnership
Presented by: Jason Grunin, Associate Director of Special Projects, The University of Tulsa
University of Tulsa
Number of cards: 276 (not including SUA)
Annual # of transactions: 37,601 (not including SUA)
Card program type(s) managed by the speaker: P-Card, Travel Card, ePayables, One Card, Ghost Card
Global presence: United States only

The key to having a structured and flexible Commercial Card program, which includes Travel, P-Cards and ePayables, is a strategic partnership with Accounts Payable and Procurement departments. The success comes from an established working relationship between the departments and the sharing of information. Get an inside look at how the university implemented—and continues to manage and grow—its program.

Attendees will take away knowledge of how to:

  • include language in RFP/contracts to accept all card payments
  • utilize internal workflow examples for the vendor acceptance process of ePayables
  • increase the growth of a Commercial Card program
  • manage a single source of truth using an ERP system to manage ePayables
  • achieve the organization’s goal by effectively partnering between Accounts Payable and Procurement departments
  • implement proven and innovative ideas to boost program growth


Maximizing Efficiencies: Joining Transaction Receipts with Spend Data 
Presented by: Ellen Sanders, Business and Technical Analyst, Disbursements/Business and Financial Services, University of California, San Diego
University of California, San Diego
Number of cards: 2,575
Annual # of transactions: P-Card 109,292; Ghost Card 92,679 (2014 calendar year)
Card program type(s) managed by the speaker: P-Card
Global presence: United States only

​Learn about an enhancement UC San Diego recently implemented using its Web-based procurement card application: ECManager—The Attachment Tool. This tool provides campus cardholders or administrators the ability to attach receipts to the transaction data for purchases made on their P-Card. No more searching the files for backups to audit requests. Receipts are available to people in various roles via a drill-down capability.

Simple implementation? Not quite—let us share our successes and challenges. What you’ll learn:

  • balance between security of sensitive data and access to receipts across cross-functional organizations
  • additional roles/positions that may be needed for viewing and attachment duties
  • silo systems—how to address the need for large departments without adding workload


Need Roadside Assistance? How to Revamp Your Organization’s Travel Policy
Presented by: Amy Townsend, CPCP, Purchasing Card/Travel Administrator, Fort Worth Independent School District 
Fort Worth Independent School District
Number of cards: 3,375
Card program type(s) managed by the speaker: P-Card and Travel Card
Global presence: United States only

It's a big world out there! As we issue cards to our globe-trotting colleagues, we must ensure that controls and guidelines are in place to reduce compliance issues. When making travel arrangements, Fort Worth Independent School District has policies in place that provide the consistency needed to keep everyone "on the same page.” Attend this session for tips on how to:

  • create effective travel policies and procedures
  • incorporate a travel card checkout system
  • ensure compliance through consistent policing 


P-Card Basics: Getting It Right the First Time—Starting from the Beginning
Presented by: Raushan Gross, Assistant Professor of Business Administration, Greensboro College  
Greensboro College
Greensboro College is a four-year liberal-arts college located in Greensboro, North Carolina. Greensboro College features 32 undergraduate majors and had an enrollment of 1,150 as of fall 2014.
Join Raushan as he leads you through the strategies to consider as you begin your journey in starting a Commercial Card program. You will leave this session with information including:
  • understanding how/where P-Cards fit into the payment strategy and the related benefits, such as efficiency, cost savings, reporting, and visibility on spend and more—what we call the value proposition
  • how to construct an organizational P-Card policy that supports strategic goals, encourages supplier support, and gains the trust of end users and upper management
  • how to develop and implement P-Card processes that link all areas of the organization to maintain financial controls, card usage visibility, and financial accountability
  • how to analyze data available through P-Card usage—where it originates, how it reaches the end-user organization and the value it offers with visibility, control and increased buying power with suppliers
  • how to evaluate key audit areas/departments and understand P-Card methods for developing a “soft” internal “pre-auditing” review process


P-Card Program Improvements: Controls, Audits, Training
Presented by: Luis Gondelles, Manager, Global Procurement and Analytics, Boston Scientific Corporation
Boston Scientific
Number of cards: 1,000+
Annual # of transactions: 100,000+
Card program type(s) managed by the speaker:
Corporate P-Card
Global presence: U.S., Ireland and Costa Rica

Over the past couple of years, Boston Scientific has implemented a series of improvements that have impacted the end-to-end P-Card process. A variety of additional audit controls have been put in place, using automation in the majority of these processes. In addition, a management strategy was implemented to include a global communication and training tool.

This presentation will show you each of these improvements and the benefits to the overall program:

  • types and robustness of controls
  • how to leverage technology to strengthen the program (e.g. audit tool, macro emails, etc.)
  • benefits of audit and training tools


Personal Professional Development in a P-Card World – Key to Your Program’s Success!
Presented by: JoAleen L Ainslie, CPCP, P-Card Program Manager, Xponential Program Administrator, Procurement & Payables Division, City of Tacoma, Washington State

City of Tacoma, Washington
Number of cards: 850
Annual # of transactions: 37,629
Card program type(s) managed by the speaker:
P-Card used as a One Card
Global presence: United States only

Everyone always talks about program visions, mission statements, goals, benchmarking and strategies to make it successful. That is all well and good, but what about one, and most likely the most important ingredient that never gets talked about?
I am talking about YOU—and your own personal professional development.

This session will give participants:

  • an understanding of how pursuing personal professional development will contribute greatly to both personal continued success in this (or any other industry), but also to specific program success
  • inspirations for exploring a significant, different way of thinking as it pertains to acquiring attributes and/or enhancing oneself
  • ideas for developing a personal blueprint of pursuits to assist in achieving personal and professional goals:
    • establishing yourself as a leader
    • continuing as a life-long learner
    • presenting yourself in a professional manner


Public Sector Panel Discussion
Presented by: Government/K-12 Advisory Council Members

  • Patti McFarland, Program Administrator, City of Colorado Springs
  • Bill Meekins, CPCP, CPPB, Buyer Specialist, Procurement Card Administrator, Frederick County Public Schools, Frederick, Maryland
  • John Thomason, CPM, State Cards Program Manager, Georgia Department of Administrative Services
  • Christine Wertz, CPCP, Purchasing Card Coordinator, Harford County Public Schools, Bel Air, Maryland
Is your organization prepared to handle a disaster, whether it be a natural disaster or other serious threat? What role do P-Cards play during such an event? Who are the key players in developing and administering plans? How is information communicated to key stakeholders? The discussion surrounding disaster preparedness will be an open forum discussion where members of the advisory council and attendees will share the steps organizations take in preparing for and handling crises.

Does your organization pay grant-related expenditures via P-Card? The session will explore the use of the card for these types of purchases and discuss the pros and cons.

Please come prepared to discuss these issues and pose other questions or comments regarding program management. Remember—this is YOUR session. Bring your ideas!


Reducing the Growing Pains of Going Paperless
Presented by: Dayana Reyes-Zanaska and Micky Gutzmann, Metropolitan Council
Metropolitan Council
Number of cards: 260
Annual # of transactions: approx. 27,000
Card program type(s) managed by the speaker:
Global presence: United States only

Going paperless is a difficult, but necessary task. This session will cover the various stages of preparation required to make a successful transition to a paperless P-Card reconciliation process. From P-Card applications to usage documentation—the internal and external requirements were followed allowing the Metropolitan Council to achieve their goal.

Considerations should include:

  • discussing the importance of networking with other organizations and internal stakeholders to research different options and determine which works best for your needs; we will discuss which questions to ask and how to determine who to contact
  • evaluating your own program and determining the sample group that will be selected to test the new program
  • identifying the current needs and skill level of each individual cardholder; this will help determine the training needs and help develop materials/equipment needed
  • preparing the materials and format which is extremely important to the training process
  • execution and final analysis which is crucial to adjusting the process for future cardholders


Setting the Bar: Best Practices from the 2014 RPMG Purchasing Card Survey
Presented by: James Brandt, Senior Research Analyst, RPMG Research Corporation

RPMG Research Corporation
RPMG Research Corporation specializes in market research that provides insight into the understanding of evolving procurement practices, in particular as they relate to and are supported by bank Commercial Card technology. 

Senior Analyst James Brandt will review the new P-Card “best practices” from RPMG Research’s 2014 Purchasing Card Benchmark Survey Results.

Mr. Brandt will describe key benchmark performance metrics and strategies in use by “best practice” P-Card programs across several key program areas including governance and control, supplier relations, and technology adoption.


So You've Attended the NAPCP Conference — Now What?
Presented by: Heather Miller, CPCP, Corporate Card Administrator, Apollo Education Group  
Apollo Education Group
Number of cards: 400 
Annual # of transactions: 36,000
Card program type(s) managed by the speaker: P-Cards, Travel Card, ePayables 
Global presence: United States only

​It’s a well-known fact that attendees leave the conference each year with great ideas and ambition to go back to work and make some major enhancements to our card programs! However, when we return, we are rudely brought back to reality and some of our ideas lose momentum.

During this session, you will complete the steps of putting together a business case for new ideas you learned at this year’s conference. You will leave with a ROI, prepared to present to your leaders upon return.

Key takeaways will include:

  • realizing the importance of a business case and management buy-in
  • creating a business case for a conference idea to present to your management
  • providing a return on your company’s investment in your time at the event


Streamlining P-Card Processes to Improve and Expand the P-Card Program
Presented by: Cindy Bramon, Purchasing Supervisor, Denver Water Board
Denver Water Board
Number of cards: 400 P-Cards / 30 Ghost Cards
Annual # of transactions: 20,000
Card program type(s) managed by the speaker:

P-Cards, Ghost Cards
Global presence: United States only

Denver Water’s Commercial Card program had reached a stagnant state and upper management was no longer on board. In 2013 a disaster recovery event got their attention. With the driving force of one large department, the respect was once again gained for their Commercial Card program. The program managers rode that wave and reached success by re-evaluating all aspects of their program that included:

  • assessing the spending limits and raising thresholds
  • increasing the number of cards issued
  • promoting the program with the use of cost analysis data
  • creating standard instructional procedures
  • minimizing confusion by creating an internal site for all guidelines


Teamwork: Working Together to Develop a Payment Strategy to Gain Efficiencies 
Presented by: Saundra English, CPCP, Card Systems Manager, West Chester University of Pennsylvania
West Chester University of Pennsylvania
Number of cards: 871
Annual # of transactions: 25,000
Card program type(s) managed by the speaker:
P-Card, Travel Card, ePayables
Global presence: United States only

This presentation will provide insights into why it is so important for both the procurement and accounts payable areas to work together to develop a payment strategy. We will explore the use of cards, ACH, and even checks to gain efficiencies in an overall business plan.

Takeaways include:

  • “food for thought”—what to think about when developing a strategy
  • “re-tooling”—how to re-think current payment options and why
  • “tapping resources”—how to open new segments, add new vendors and renew business relationships


The Quantifiable Value of CPCP Certification
Presented by: Christine Hunsucker, SVP, Senior Divisional Manager, Wells Fargo Bank 
Wells Fargo
Wells Fargo Bank offers the WellsOne™ Commercial Card, a "one-card" solution that can be tailored for each company's unique needs, offering the flexibility to pay for purchasing, travel and entertainment (T&E) and fleet expenses. Wells Fargo's robust Internet reporting solution, Commercial Card Expense Reporting (CCER), offers comprehensive reporting and program management tools that can be easily employed to streamline processes and make a positive impact to the bottom line 

In this session, you will learn what the CPCP certification is and how the integration of this certification into a comprehensive staff development plan can impact individual effectiveness.

Hear firsthand testimonials from CPCPs who have had their accreditation for many years as well as thoughts from those who recently gained their accreditation. We will review specific metrics and strategies that can be used to position your accreditation request to your company. Also included will be details on steps you can take to study, test and obtain this industry recognized accreditation.

Members of the Purchasing Card Professional Certification Council (PCPCC) are industry professionals who oversee the content of the CPCP certification process and help guide the NAPCP as changes are needed. Members of the council will be available in the session to answer questions you may have regarding how to obtain or maintain the CPCP credential, as well as provide industry insight and direction for exam success.

Key takeaways:

  • learn what the CPCP credential offered by the NAPCP is
  • understand the value that individuals with CPCP status can bring to your organization in terms of overall payment strategies and process efficiencies
  • identify metrics and strategies for how to position the CPCP accreditation to your employer


Top 10 Auditing Tips for Travel Expense Reports 
Presented by: Toni Waters, CPCP, Corporate Credit Card & Expense Reporting Manager, FIS
Number of cards: 6,800
Annual # of transactions: 100,000-499,999
Card program type(s) managed by the speaker:
Travel Card
Global presence: United States and Canada

Are you doing everything you can to identify potential fraud in your travel expense reports? Toni will share the 10 helpful tips she uses to detect fraud and will share highlights of some of her findings. And, she will encourage you to dig deeper into areas of:

  • adequacy of management oversight
  • meeting receipt requirements
  • allowable cash activity
  • researching weekend spend


Universities and Bitcoin: How Faculty, Staff and Students View Bitcoin 
Presented by: Eric Bruntmyer, J.D. / M.B.A., Vice President for Financial Affairs / CFO, Dallas Baptist University  
Dallas Baptist University
Dallas Baptist University is a Christian liberal arts university located in Dallas, Texas. Dallas Baptist University offers 70 undergraduate majors as well as 25 master's programs, and has an enrollment of 5,445 students (as of fall 2014). 

In the changing landscape of higher education, payment systems are evolving to increase speed and accuracy of payment while at the same time minimizing the associated costs of payment receipt.

Eric will share the results of his recently conducted survey of staff, faculty and students in various higher education institutions relative to the use and future of Bitcoin.
This presentation discusses the findings of the attitudes of faculty, staff and students on the usage of Bitcoin as a currency, the penetration of Bitcoin payments at universities and colleges, and the future of Bitcoin in the years to come.

This is an interactive session where you are encouraged to discuss how your institution handles currency for faculty and students abroad, as well as currency alternatives you currently use or are researching for use worldwide.


What You Need to Know About EMV Implementation in the United States
Presented by: Dennis Wegner, Head of Commercial Payment Solutions, UMB Bank, and Steven Johnson, Sr. Director, Public Sector Products, Visa Inc.

Are you ready? Europay, MasterCard, Visa (EMV) is the global standard for integrated circuit cards known as chip cards. This is the year that the full roll-out of chip and pin cards will occur. Join Steve and Dennis as they walk attendees through the impact of this change in the Commercial Card industry.

Key takeaways will include:

  • the cardholder experience
  • merchant adoption
  • issuer adoption
  • impact on fraud trends


Writing an Interesting and Effective Newsletter to Improve Your P-Card Program
Presented by: Cecilia McClay, CPCP, Manager of the University P-Card Program, Boston College

Boston College
Number of cards: 1,800
Annual # of transactions:
Card program type(s) managed by speaker: P-Card
Global presence: United States only

Let's face it—the average audience does not get excited about your organization’s P-Card newsletter. Your goal is to make your newsletter an effective tool of communication and as interesting as possible. In this session, you will learn how to capture your audience’s attention from the top down so that the information you are providing can be utilized to help improve your P-Card program.

Attendees will leave with the knowledge of being able to:

  • choose attention-grabbing headlines to captivate your audience
  • choose the correct topics and back that information up with facts
  • know the best times to distribute your newsletter

Partner Sponsor Breakout Sessions

Beyond EMV: Solutions for Solving Non-card Present Fraud

Presented by: Steve Johnson, Senior Director, Global Commercial Solutions, Visa Inc., and Dave Edmonds, Senior Director, Global Commercial Solutions, Visa Inc.
Visa Inc. 
Visa is a global payments technology company that connects consumers, businesses, financial institutions, and governments in more than 200 countries and territories to fast, secure and reliable electronic payments. Visa operates one of the world's most advanced processing networks — VisaNet — that is capable of handling more than 56,000 transaction messages a second, with fraud protection for consumers and assured payment for merchants.

Protecting your business transactions from fraud is paramount to your organization’s financial success. EMV is a key to combat fraud with card-present/face-to-face transactions. But what can be done to give you financial security on your eCommerce and payables transactions, which historically are higher-dollar volume transactions? What about mobile transactions?

Listen in and learn about:

  • how eCommerce transactions are being made safer through tokenization
  • products and services that will shift liability for online transactions
  • alerts that are made to inform you of possible fraudulent activity on your accounts
  • payment controls and virtual accounts that significantly increase transaction safety and keep criminals guessing


Buyer-Initiated Payments—Eliminate Payment Frustration by Leveraging a Fully Automated ePayables Solution
Presented by: Diane M. Kush, Sr. Product Manager, MUFG Union Bank
MUFG Union Bank
MUFG Union Bank, N.A., is a full-service bank with offices across the United States. The bank provides a wide spectrum of corporate, commercial, retail banking and wealth management solutions to meet the needs of customers. The bank offers an extensive portfolio of value-added solutions for business customers, including global markets, transaction banking and other services. 
ePayables is the next phase of card program expansion. While most companies begin the journey with Supplier-Initiated Payments (SIP), these programs may also require manual intervention on the part of the buyer and supplier. A new ePayables model has emerged leveraging Buyer-Initiated Payments (BIP). BIP is a fully automated card payment solution, which not only streamlines the card payment process but also, once established, virtually eliminates supplier attrition and has few limitations for continual growth.

Attendees will leave with the knowledge of being able to:

  • appreciate the differences between BIP and SIP payments
  • determine how BIP can eliminate pain points such as short-pay, late payments, payment reconciliation and supplier attrition
  • understand the benefits of BIP from both the buyer’s and supplier’s perspective that lead to a successful ePayables partnership


Detecting Fraud in a Globally Connected World
Brought to you by: HSBC 
Presented by: Mark Wiesman, Group Head, Product Development, Global Products and Solutions for MasterCard Worldwide
HSBC is continually investing in its products to deliver value-added solutions to enhance your working capital and meet the evolving needs of your business. HSBC's Purchasing Card—available in both U.S. and Canadian dollars—enables you to take control of your organization's procurement spending. 

Fraud management is a constant balancing act between managing risk and managing client and cardholder expectations. With devices and technology proliferating throughout the industry, the opportunities for fraud continue to increase and there is no one-size-fits all solution. Fraudsters are well-financed, technologically advanced and motivated. Users just want to be safe.

This session will focus on current trends and risks, new technologies to help combat fraud, and how companies such as MasterCard look to help HSBC clients and cardholders deal with issues.

Key takeaways:

  • understand current trends and how they impact focus areas
  • learn how MasterCard and other industry providers are looking at fraud, and what they are doing to combat fraud
  • understand the new technologies and how they work together to benefit the users


Eliminating the Sticker Shock of Card Payment Acceptance
Presented by: Steve Pedersen, VP, North American Corporate Card Products, BMO Financial Group, Treasury & Payment Solutions 
BMO Treasury & Payment Solutions
BMO Treasury & Payment Solutions, a division of BMO Financial Group, provides Commercial Card products that are widely used by corporations, non-profit and government sector organizations to manage, control and gain better visibility into their commercial spending.  
Supplier acceptance is critical for payments optimization. But for many suppliers, the costs of accepting card payments still outweigh the perceived benefits.

In order to spur supplier acceptance, companies, providers and issuers need to forge stronger partnerships with suppliers, and effectively showcase how new options can reduce suppliers’ costs and improve performance.

This session will help attendees better understand what’s standing in the way of card acceptance and how to combat this resistance. Steve will share five strategies that companies can use to help suppliers improve merchant discount rates and lower the total cost per transaction.


EMV—What's the Big Deal?
Presented by: Lynn Nettleton, SVP, Product Group Manager, PNC Bank 
PNC Bank
The PNC Financial Services Group, Inc. is one of the United States’ largest diversified financial services organizations, providing retail and business banking; residential mortgage banking; specialized services for corporations and government entities, including corporate banking, real estate finance and asset-based lending; wealth management and asset management. 

What’s the big deal with EMV chip cards? There has been much hype and uncertainty about the direction of EMV in the U.S. market leading up to the October 2015 liability shift. Will EMV be a big deal for cardholders? Will EMV put a dent in fraud?

Attendees will leave this session able to:

  • discuss the status of the migration to EMV in the United States
  • explain the differences between chip and signature and chip and PIN cards
  • inform employees about the cardholder experience at chip-enabled POS terminals and some of the early challenges of using chip cards
  • describe the added security provided by chip cards and the potential for reduced fraud resulting from their use


Going Global: Taking Your Card Program on the Road
Presented by: Mary Miklethun, Senior Vice President, Commercial Card Product and Marketing, U.S. Bank Corporate Payment Systems 
U.S. Bank
U.S. Bank has helped pioneer electronic payment products and continues to be a market leader with a legacy of innovation—developing cutting-edge solutions that support overall procurement and payment practices. 

American companies have learned that global commerce frequently requires a physical presence in several world regions. Challenges range from relatively straight forward—managing across time zones—to the surprisingly complex—paying service providers and suppliers. When it comes to global payments, London isn't Los Angeles, and Madrid isn't Manhattan. When creating global programs for purchasing and business travel, differences in languages, laws, currency and culture mean that 100 percent standardization may not be possible, or even desirable. This session, led by global card program veteran Mary Miklethun, guides you through the most critical considerations when taking a card program global.

Key takeaways:

  • Your card program is not universal: when centralized issuance is a good option—and when it isn’t.
  • The right payment may not be card based. Many regions have bypassed purchasing cards in favor of electronic solutions.
  • Successful programs focus on the type of payment, not just the “where.”


Maximize Return on Effort—Finding the Perfect Payment Mix at Your Organization
Presented by: Alicia Cavallaro, Vice President US Commercial Products, MasterCard, and Henry Ijams, Managing Director, PayStream Advisors
MasterCard is a technology company in the global payments industry. MasterCard operates the world’s fastest payments processing network, connecting consumers, financial institutions, merchants, governments and businesses in more than 210 countries and territories. MasterCard’s products and solutions make everyday commerce activities easier, more secure and more efficient for everyone.  

Is your disbursement process configured for maximum success? New research suggests that implementing even small improvements in your payments program can dramatically impact the savings you deliver. While most finance and procurement professionals are successful at maximizing their card programs, not all are well-versed in the various disbursement tools that are available to them.

In this session, Henry Ijams, lead analyst and founder of PayStream Advisors, and Alicia Cavallaro, vice president US Commercial Products for MasterCard, will share best practices in segmenting supplier spend to optimize payment effectiveness:

  • benchmark your organization’s disbursement effectiveness
  • use the Perfect Payment Index™ to guide your organization and get your projects approved
  • uncover new spend opportunities
  • review Case Study: Tips to quantify the opportunity change

This session is designed to help you evaluate your payments efficiency. We will review PayStream’s benchmarking data and MasterCard’s insights for medium to large organizations, and encourage attendees to perform a self-assessment, ultimately enabling them to leverage data about others to focus on the areas that will drive the most significant change for their organizations.


Maximizing Purchasing Card Return on Investment—Getting Back to Basics with Purchasing Card Optimization
Presented by: Justin King, Sr. Director, Visa Inc.
Visa Inc. 
Visa is a global payments technology company that connects consumers, businesses, financial institutions, and governments in more than 200 countries and territories to fast, secure and reliable electronic payments. Visa operates one of the world's most advanced processing networks — VisaNet — that is capable of handling more than 56,000 transaction messages a second, with fraud protection for consumers and assured payment for merchants.

Enhancing performance through streamlining purchase and payment processes is one way today’s companies can boost operating efficiency and improve the bottom line. It can be difficult, however, to make sense of the industry’s best practices for how to implement and use a P-Card program in a way that results in the most efficiency and the highest return on investment. This session will cover best practices for using a traditional P-Card program to optimize accounts payable and payment processes.

Attendees will learn tactics for how to become an agent of change within their organizations and be able to:

  • evaluate the payment and procurement processes to identify opportunities for improvement
  • develop a strategy to determine how to assign payment methods to particular suppliers, commodities and payments to maximize efficiency, insight and control
  • leverage provider tools and services in order to identify P-Card opportunities and develop a payment strategy
  • implement meaningful payment process improvements that result in more efficiency and a higher return on investment


Policies and Procedures: Creating Value Where You Least Expect It
Presented by: Elena Zehnder, Relationship Manager, First Bankcard

Expense management and reconciliation can be cumbersome and complex. To reduce this effort, it becomes increasingly important to establish clear and comprehensive guidelines for cardholders and program administrators. Effective policies and procedures align your card program with your organization’s financial goals and ensure compliance.

This session will help attendees:

  • identify key components of the development, design, and management of program policies and procedures
  • learn how strong policies and procedures can actually reduce your expenses, eliminate employee fraud and create an incremental revenue stream

The session will feature samples of effective policies and procedures, and a Q&A session to learn how policies and procedures have benefited other end-users.


Supplier Payment Strategy: Getting to Yes for Your Organization
Moderated by: Lori A. Swalla, J.P. Morgan; Panelists: Larry Coffey, Regional Category Manager, The Linde Group, Mary Davis, Kinder Morgan, and Anita Rimmington-Hill, J.P. Morgan 
J.P. Morgan
J.P. Morgan’s Commercial Card solutions help streamline the payables process. J.P. Morgan's Purchasing Card solution can provide enhanced control, identify opportunities to optimize your bottom line, and maximize the value of your payment process through insight and resources.  

This session will feature a panel discussion with industry professionals who will share effective approaches to optimizing a Commercial Card Payment Program by identifying supplier payment strategies within an organization.

The panel will help attendees:

  • recognize effective approaches to align opportunities to drive value
  • identify trends to consider for the future


The Role of Payments in the Connected Commerce Ecosystem
Presented by: Andres Ricaurte, Director Business Development Global Marketing & Products American Express
​American Express
​Through its Global Corporate Payments division, American Express offers a suite of B2B and T&E payment solutions that help organizations streamline processes and identify opportunities for savings and efficiency. American Express can help your organization improve working capital flexibility and strengthen relationships with suppliers.  

Over the course of the last several decades, banks and traditional technology providers have developed robust business and financial infrastructures that have become the foundation for supply chains around the world. However, with the explosive growth of digital and cloud technologies, the lack of flexibility of the traditional infrastructure is hindering the ability for corporations to drive sustainable innovation and adapt to the rapid evolution of the global marketplace.

Join emerging business development leaders from American Express to learn how to:

  • use digital payment strategies to provide organizational efficiencies
  • enhance infrastructure flexibility
  • leverage emerging technologies to improve operations and working capital
  • compete in a connected commerce ecosystem


What is the Outlook for the Payments Industry?
Facilitated by: John Stockinger, Director International Account Development, American Express 
American Express
Through its Global Corporate Payments division, American Express offers a suite of B2B and T&E payment solutions that help organizations streamline processes and identify opportunities for savings and efficiency. American Express can help your organization improve working capital flexibility and strengthen relationships with suppliers. 

Join this open discussion about what the future of B2B payments might look like. Is your organization prepared for further globalization of the supply and distribution chains? Are you adopting cloud-based settlement solutions? Is this the “right” path to take? What about virtual currencies—a potential opportunity, or too risky for B2B? Network with your industry peers to share these and other hot topics, including:

  • what concerns your organization has about the changing payments landscape
  • what others are doing to maximize the value of these changes
  • do you share the same vision of the future that others in this space have?
  • making new connections with those who might help you shape the future of your own payments strategies


Product & Technology Demonstrations

Automated Monitoring & Resolution of Card Misuse and Abuse
Presented by: CaseWare Analytics  
CaseWare Analytics
CaseWare is an industry leader in providing technology solutions for finance and accounting, governance, and risk and audit professionals. With over 400,000 users in 130 countries and 16 languages, CaseWare products deliver tremendous value across industries and continents.  

With the increasing adoption of enterprise P-Card programs, financial executives need assurance that Purchasing Card programs do not expose their organizations to unnecessary risk and revenue leakage. CaseWare’s solution for purchasing cards continuously monitors all transactions and identifies control exposures within purchasing card programs, such as split transactions, duplicate transactions and unauthorized cardholders. This approach to revenue protection trumps periodic audit sampling and eliminates all “blind spots” in your entire purchasing process (P-Cards, T&E, AP, etc.) by incorporating an automated workflow and collaborative remediation strategy that leaves no opportunity for issues to be concealed.

In this session, the attendee will learn how to:

  • automate monitoring for 100 percent of transactions across multiple data sources such as HR, AP, T&E and P-Card data, etc.
  • distribute actionable insights to business stakeholders and track status of resolution
  • conduct comprehensive risk and control assessments to discover root causes and improve the business process


B2B Payments: What’s New and What’s Next
Presented by: CSI globalVCard 

With a myriad of recent changes impacting the corporate payments landscape, corporate finance executives are on the hot seat for making strategic decisions that will bring their companies heightened security and improved efficiencies. But those who also bring payment solutions that make a positive impact to their bottom-line will be few and far between.

Attendees of this session will learn how they can be one of them with these key takeaways:

  • Corporate Purchasing Cards—learn about security threats, recent contactless initiatives, EMV and risk migration
  • mobile payments—understand tokenization, Apple Pay, and how B2B mobile payments can be made securely
  • electronic accounts payable—learn about the pros and cons of various AP alternatives including virtual cards, buyer-initiated payments, ACH and check


Creating a Fully Integrated Payables Strategy Can Increase Cash Flow and Drive Significant Savings
Presented by: Citizens Commercial Banking
Citizens Commercial Banking
Citizens Commercial Banking is a division of Citizens Financial Group, Inc., one of the nation’s oldest and largest financial institutions. Citizens' Treasury Solutions business provides transaction banking products to companies ranging from small businesses to large corporations, across industries. Combining cash management, commercial card and trade finance services, Treasury Solutions serves as a strategic banking partner for clients’ corporate treasury needs.  

Consider payments as a whole, not in pieces. A comprehensive payments strategy can result in significant cost savings, better terms and reduced processing errors. Even amid the aggressive belt-tightening of recent years, companies can extract unexpected value from their payables processes. Many are under-leveraging payables options, including Commercial Cards, ePayables and network solutions as tools for cost control, pricing discounts, fraud mitigation and float.

As a result of attending this session, attendees will be able to:

  • identify new areas where payment alternatives, including Commercial Cards and network solutions, can improve cash flow
  • analyze suppliers to spot opportunities for integrated payments
  • evaluate under-leveraged opportunities
  • explain how a Commercial Card program can integrate with other forms of payables


Creating Efficiency with HSBC’s Integrated Payables Solution—eMarketplace
Presented by: HSBC Bank
HSBC Bank 
HSBC Bank Payments and Cash Management is uniquely positioned to help clients make payments across borders—and across currencies and regulations—quickly and cost effectively, with dedicated in-country and regional support with almost 10,000 people across more than 60 countries. HSBC's ambition is to build a sustainable business that will deliver long-term value for customers, colleagues, shareholders and communities. 

Take full advantage of electronic processes by paying invoices, and eliminating the need to print and send paper checks using the HSBC virtual card. The virtual card is an integral part of HSBC’s eMarketplace, which is a solution that converts paper into electronic payments, all beginning with a simple check print file. This session will walk through the eMarketplace solution and the value it brings to your account payables processes.

As a result of attending this session, attendees will be able to understand:

  • how to use technology to convert paper payments to electronic payments without making any changes to existing processes or payment files
  • how easy it can be to manage multiple payment types through one payment file and one online system
  • how to gain economies of scale by managing one vendor enablement campaign for card payments as well as ACH
  • how to give key vendors faster access to cash with a shorter payment window while lowering processing costs
  • how to quantify the value in increased efficiency, reduced costs, improved cash flow for vendors, greater visibility into transaction details and minimized exposure to fraud by reducing the use of a physical credit card or checks


Empowering Travelers on the Road While Maintaining Compliance and Oversight Back Home
Presented by: Wells Fargo Bank 
Wells Fargo Bank
Wells Fargo & Company is a nationwide, diversified financial services company with $1.6 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,700 locations, more than 12,500 ATMs, online (, and mobile devices. 

Attendees will take away best practices for leveraging technology to allow their travelers to make choices and solve problems while on the road. They will also learn how to make the best use of their detailed card program data to manage travel budgets, maintain policy compliance and ensure traveler safety.

As a result of attending this session, attendees will be able to:

  • identify the key card and mobile expense management needs for travelers on the go
  • understand how mobile technology and real-time account management can help travelers in sticky situations
  • analyze card data to identify out of compliance behaviors and optimize supplier negotiations
  • provide valuable location and safety information to assist their travel teams with duty of care responsibilities


Enabling Successful Payables Programs—Breaking Down the Barriers
Presented by: Citi 
Citi Treasury and Trade Solutions (TTS) provides integrated cash management and trade finance services to multinational corporations, financial institutions and public sector organizations across the globe. Citi Commercial Cards forms part of the TTS business, offering a comprehensive range of payment solutions, with a greater level of control and spend visibility, to help organizations effectively manage their card program. 

Through this session, attendees will learn best practices in enabling a successful card payables program. Discover how Citi supports clients in end-to-end implementation through project support, ERP integration, devising payment strategies and supplier enablement. Through the use of Citi’s Virtual Card, clients can gain working capital benefits, rebates and operational efficiencies. Hear from Citi as to how best to drive spend through specific client examples and case studies in order to establish your own procure-to-pay strategy and turn your accounts payable department into a revenue generator.

As a result of attending this session, attendees will be able to:

  • identify opportunities to improve an existing payables process
  • discover the time and resources required to implement a payables program
  • learn tactics and best practices to optimize spend through supplier incentives
  • explain the use of virtual cards as a form of payment within accounts payable


Getting Past NO: Leveraging the Latest Buyer-Initiated Payment Technology to Deliver Value to the Supplier
Presented by: MUFG Union Bank, N.A. 

ePayables programs are successful when the partnership between buyers and their suppliers is enhanced through use of the program. Buyer-Initiated Payments (BIP) is the latest technology that delivers a fully automated card solution for the buyer, but also offers an equally compelling solution for the supplier.

Leveraging the latest BIP technology, where not only the payment timing but also the supplier’s costs are precisely controlled, suppliers will actually benefit from participating in your ePayables program--effectively removing the “No” from the equation.

This presentation will address common reasons for supplier reluctance in participating in ePayables programs; outline supplier requirements that can be met with BIP to actually encourage their participation; and provide guidance on tactics that have proven effective for enrolling larger/”key” suppliers in BIP programs.

Attendees will:

  • understand ePayables program costs from the supplier’s perspective
  • learn how the latest BIP technology can be leveraged to boost card acceptance
  • identify how the buyer can influence and even reduce the supplier's cost of card acceptance when using BIP
  • identify and review effective implementation strategies for suppliers


Going Mobile: Taking the 'Paying from Anywhere' Concept to a New Level
Presented by: U.S. Bank 
U.S. Bank
U.S. Bank has helped pioneer electronic payment products and continues to be a market leader with a legacy of innovation—developing cutting-edge solutions that support overall procurement and payment practices.  

Commercial mobile payment capabilities are being developed at a feverish pace, but are the bells and whistles just making noise, or are they creating real value for organizations? In this lively forum, Mary Miklethun from 2013 Mobile Bank of the Year award winner U.S. Bank gives you an exclusive first look at the enhancements coming to its Access® Online Mobile app, shares perspectives on using Apple Pay and other mobile technologies, and provides an opportunity for you to get advice from a global payment leader—and your peers—on making your mobile program safe and successful.

Key takeaways:

  • U.S. Bank is partnering with Apple to bring Apple Pay to customers
  • Tokenization is making secure cardless mobile payment a reality.
  • U.S. Bank Access Online Mobile simplifies on-the-go account management for corporate cardholders. It’s also a productivity tool that can bring relief to program administrators.
  • The market is changing fast, and your employees are demanding tools that work as easily as their favorite smartphone and tablet apps.


Grow Your Card Program Without Increasing Risk: Best Practices for Fraud Detection, Compliance and Cost Reduction
Presented by: Oversight Systems Inc. 
Oversight Systems
Oversight Systems’ core mission is to help managers and executives derive actionable insights from a sea of data without requiring that they become, or hire, data scientists. 

In this session, attendees will hear directly from Oversight’s Fortune 500 clients on how they use Oversight as a detective control for their card programs. Oversight’s Insights On Demand™ product automates monitoring of card programs to detect and prevent potential fraud, waste and abuse. The product demonstration will highlight why Oversight Insights On Demand is dramatically superior to audit sampling, and how policies and controls can be equally applied across the enterprise to quickly identify high-risk and cost-reduction opportunities.

Attendees of this session will learn: 

  • how to create a centralized approach to ensuring total compliance to corporate spending policy
  • how to leverage automated analysis to increase card spend while reducing the need for manual compliance
  • how automated analysis equates to significant cost savings and process improvements for companies who use it


Harness the Power of Expense Data
Presented by: Card Integrity 
Card Integrity
Card Integrity provides comprehensive, informative and action-item oriented expense control services around company credit cards, including procurement cards, travel cards, fleet cards, out-of-pocket expenses, AP reviews and integration. Card Integrity services clients in the US, Canada, China, Australia, Mexico, South America and Europe.  

Further streamline your card program using a four-step process focused on harnessing the power of expense data. Card Integrity's services bring awareness, discovery, insight and data-sharing to an existing card program, strengthening your P-Card resources for potential growth.

Benefits such as fraud prevention, improved security, consistent reviews, and policy compliance are outcomes from well-organized data findings and action-oriented reviews. These strategic steps can guide you through a jungle of transactions, memos, level III data and policy procedures. While tracking and managing expenses can be a laborious task, Card Integrity’s services can facilitate P-Card management solutions.

Attendees will gather insights into the following areas:

  • recognizing unusual P-Card spend
  • utilizing P-Card spend for strategic sourcing
  • getting in front of cardholder spending patterns
  • bringing departments into compliance


Integrating ePayables and Card Transaction Reporting—An End-to-End View
Presented by: MasterCard 
MasterCard ( is a technology company in the global payments industry. MasterCard operate the world’s fastest payments processing network, connecting consumers, financial institutions, merchants, governments and businesses in more than 210 countries and territories. 

Attendees will understand successful strategies for using MasterCard’s SmartData Portal for clients who use it both for card transaction reporting and for ePayables/virtual account generation.

As a result of attending this event, attendees will be able to:

  • understand the integration of SmartData Gen2 (SDG2) and In Control for Commercial Payments (ICCP)
  • identify In Control Virtual Card transactions within SmartData Gen2
  • explain the Virtual Card reports within SmartData Gen2
  • understand the benefits of an integrated solution for ePayables and transaction reporting


Integrating P-Cards and Your Expense Reporting Solution
Presented by: DATABASICS, Inc. 
DATABASICS provides cloud-based, next generation expense reporting, timesheet management and invoice processing automation. Specializing in meeting the most rigorous requirements, DATABASICS offers the highest level of service to its customers around the world. 

Join expense reporting solution provider, DATABASICS, and leading provider of short- and long-term medical and rehabilitation care, HCR ManorCare, for an insightful discussion, demonstration and case study on the benefits of integrating your P-Card and travel expense reporting solution.

This information-packed session will cover the efficiencies leading organizations achieve related to reporting, reconciliation, and reduced staff effort by integrating P-Cards and expense reporting automation.

DATABASICS will be joined in this session by customer HCR ManorCare, which will present a case study on how it integrated its P-Card with the DATABASICS solution. The session will conclude with a demonstration of the DATABASICS solution.

Attendees of this session will:

  • see a demonstration of P-Card data integrating into an expense solution for real-time reconciliation and reporting
  • gain insights into key benefits for processing P-Cards via an expense reporting solution
  • hear a case study from HCR ManorCare


Leverage Your SAP Investment with the Financial Benefits and Ease-of-Use of a P-Card Xponential—It’s About the IntegrationTM
Presented by: WNS

As P-Cards continue their evolutionary path of integration into SAP and other Enterprise Resource Planning (ERP) systems, organizations will be able to unlock process, control and data efficiencies that are just not possible with stand-alone, interfaced P-Card technologies. During this product demonstration of Xponential—The ERP-Card Solution™, the audience will learn about the benefits and value that an ERP-integrated solution brings to an organization, and the steps required to get to a fully integrated ERP-Card program. With Xponential, leverage your existing SAP investment, bring additional controls, eliminate data risk and position your P-Card program for exponential e-commerce success!

Attendees of this session will learn how to:

  • bring greater efficiency to the ERP-Card control environment and reduce risks of the ERP-Card program
  • leverage your SAP investments to expand the use of P-Cards into new spend categories
  • preview the single solution that cuts through the complexity of P-Cards, e-commerce and payment convergence
  • realize an Xponential ROI for your organization


Minimize Card Program Compliance issues by implementing Visa’s IntelliLink Compliance Auditor
Presented by: Visa, Inc.
Visa, Inc.
Visa is a global payments technology company that connects consumers, businesses, financial institutions, and governments in more than 200 countries and territories to fast, secure and reliable electronic payments. Visa operates one of the world's most advanced processing networks — VisaNet — that is capable of handling more than 56,000 transaction messages a second, with fraud protection for consumers and assured payment for merchants. 

Learn about Visa’s IntelliLink Compliance Auditor. It is an easy-to-use, card program data mining tool that helps minimize the resources required in the audit process. The application helps organizations detect questionable transactions and document audit findings. Using enhanced data mining, Visa IntelliLink Compliance Auditor monitors every Commercial Card transaction to identify non-compliant behavior. Constant surveillance can reveal questionable spend proactively—including patterns one may not know to query for—allowing organizations to intervene early and get their programs back in compliance. Audit documentation at the touch of a button and reporting also keep the card program aligned with company policies.

Attendees of this session will learn how to:

  • easily automate auditing and identification of misuse of Purchasing and Fleet Card programs for cardholder misuse
  • minimize client resources in the audit process with an easy-to-use data mining tool
  • identify questionable transactions by selecting the proper rules and sampling of card transactions
  • score every transaction using a Predictor module to help identify unusual, out-of-pattern transactions that may need further review
  • document audit findings in one place using an Audit module.


Optimize Working Capital and Improve Payment Processes
Presented by: BBVA Compass 

BBVA Compass provides MasterCard- and Visa-branded Corporate Card solutions that help you achieve your strategic payments and working capital goals. By leveraging technology, BBVA Compass' solutions provide you with payment reporting, expense management and control options that efficiently integrate with your accounting systems. BBVA Compass' commitment goes beyond implementation and includes ongoing consultation, training, and long-term support to help you maximize your card program by utilizing Spend Net Navigator and Spend Net Payables.

As a result of attending this session, attendees will have a better understanding of the following:

  • enhancing management and control of spending
  • accessing card transactions for daily, or even real time, analysis of expenditures
  • improving vendor management and consolidation
  • protecting your business from losses that might be incurred through card misuse by an employee
  • optimizing your card program with support for vendor enrollment


Prepaid Cards—The New 'P' Card Solution
Presented by: Prepaid Expense Card Solutions, Inc. (PEX Card)
Prepaid Expense Card Solutions, Inc.
PEX Card is the payment industry’s leading corporate prepaid card service launched to streamline employee expense management. The PEX Card Admin web and mobile app portals include innovative control features for managing employee cards and prefunded deposits that companies can direct to Visa prepaid cards used for day-to-day spending. Businesses that integrate the PEX Card Service into their operations save time, money and improve cash flow visibility.  

Do you wish you had an alternative to your existing card program for your mobile workforce? Attendees will learn about new technology that simplifies business operation workflow regarding staff spending. Our solution provides instant card balance changes and spend controls to limit where cards can be used (E.g. yes for gas, no for restaurants).

Key takeaways include:

  • evaluating the pros and cons of using a prepaid card platform vs. traditional expense reimbursement solutions
  • learning about the industries where a prepaid card platform works better than traditional P-Cards.
  • identifying the types of expenses where a prepaid card platform provides more flexibility and control than traditional card programs
  • determining whether a prepaid platform is a better fit for your company than your present card based solution


​Simplifying the Management of Corporate Card Spend
Presented by: BMO Financial Group  
BMO Financial Group
BMO Financial Group is a highly-diversified North American financial services organization. Whether it’s treasury management solutions to make your payments and collections more efficient, or Corporate Card programs to help bridge the timing differences in cash flow, BMO is focused on one thing—clients’ financial success. Whatever your financial needs, BMO Financial Group is here to help.  

Managing Corporate Card spend is more complex than ever before. Many organizations do not have the comprehensive insights or flexible tools needed to easily capture and understand spend data, improve policy compliance and identify cost savings.

BMO Financial Group will deliver a live demonstration of its new Spend Dynamics tool, an easy-to-use, seamless global platform that allows organizations to capture, manage and report on all types of corporate card spend. Attendees will learn how to use the standard suite of reports, and how to run fast, custom analysis in order to uncover savings to reinvest in the business, flag rogue spending and ensure spend is within policy.

After attending this demonstration, attendees will be able to:

  • Minimize the complexities of Corporate Card management
  • better control all types of Corporate Card spend comprehensively and within policy
  • identify needed cost savings to drive real business improvements and free up staff


SpendFit by Spend Labs: A 'Fitbit' for Corporate Cards
Presented by: Spend Labs Inc.
Spend Labs
Spend Labs is a Bay Area-based fintech company with a revolutionary new mobile application that empowers companies to control and manage expenses in real-time right from their phones. Companies are in control of their spending with Spend Labs. Spend Labs is led by a team of technology and payments veterans who have previously engineered and led product organizations at various key players in the payments ecosystem. Our mission is to facilitate the development of new software services and products for the payments industry. 

Spend Labs will debut its new product Spend Fit, a "Fitbit" for Commercial Cards. The mobile application enables real-time expense management on-the-go. Companies are empowered to control where, when and how Commercial Card spending occurs. They can monitor expenses against budgets and determine what types of transactions are permitted. Cards can be locked or unlocked. Rules for spending can also be fully customized along several parameters, including amount, expense category, location and time. Corporations can optimize their sales force with simplified on-the-go purchasing decisions. Employees can easily view policies and request changes driven by business needs in the field. Managers get real-time visibility and analytics on spending and can rest assured that overspend and misuse is prevented. Spend Lab's worry-free solution enables more Commercial Cards to be issued to more employees in more markets than ever before.

As a result of this demonstration, attendees will learn how to:

  • empower customers with real-time expense management on-the-go
  • simplify card controls
  • increase trust, engagement and usage
  • put compliance on auto-pilot
  • reduce fraud and misuse 
  • issue more Commercial Cards in more markets


Supplier Enablement Strategy: Getting to Yes With Your Employees
Presented by: J.P. Morgan 
J.P. Morgan
​J.P. Morgan’s Commercial Card solutions help streamline the payables process. J.P. Morgan's Purchasing Card solution can provide enhanced control, identify opportunities to optimize your bottom line, and maximize the value of your payment process through insight and resources. 

In this session, J.P. Morgan will gather a panel of purchasing managers to outline effective approaches to drive usage within your organization and adoption from your suppliers.

Participants will take away:

  • an understanding of challenges that prevent employees and suppliers from using commercial payments
  • an ability to identify effective approaches to engage employees and suppliers


Trimming the Fat: Lessons in Automated Identification of Waste and Abuse
Presented by: TSYS and Oversight Systems, Inc. 

TSYS and Oversight Systems
TSYS offers issuer services and merchant payment acceptance for credit, debit, prepaid, healthcare and business solutions.

Oversight Systems’ core mission is to help managers and executives derive actionable insights from a sea of data without requiring that they become, or hire, data scientists.

TSYS and its technology partner, Oversight Systems, enable 100 percent monitoring of card program transactions to detect and prevent potential fraud, waste and abuse. This solution is dramatically superior to audit sampling and helps you apply policies and controls equally across the enterprise to quickly identify high-risk and cost-reduction opportunities. Attend this session to learn best practices for automated monitoring of card programs.

In this demonstration, attendees will:

  • learn about valuable Insights that deliver the most value to program administrators, allowing them to inspect what they expect from their policies.
  • discover how to monitor 100 percent of transactions and deliver immediate, actionable insights that optimize and improve their organization’s card spend.
  • see how the TSYS Connector transfers your data directly to Oversight Systems, facilitating timely review of Commercial Card spend.


Unlock the Value of Your Payment Process With BIP
Presented by: American Express 
American Express
Through its Global Corporate Payments division, American Express offers a suite of B2B and T&E payment solutions that help organizations streamline processes, and identify opportunities for savings and efficiency. American Express can help your organization improve working capital flexibility and strengthen relationships with suppliers. 

American Express® Buyer Initiated Payments (BIP) is an electronic payment method that allows you to leverage the American Express billing cycle to extend payment terms with your suppliers.

As a push-payment vehicle, BIP can help you gain efficiency and improve cash management. BIP can help your company streamline the payment process, and can help you improve your control over when your suppliers are paid. BIP can be implemented with little change to current business processes, workflows or banking relationships. BIP also integrates seamlessly with many ERP systems, so you can start streamlining your payment processes.

In this session you will learn how BIP can:

  • improve your working capital management
  • reduce costs and improve payment efficiency via automation
  • leverage the American Express ® Supplier Enablement Team to simplify vendor on-boarding
  • provide valuable insights with Spend IQ


Roundtable Discussion Sessions

Auditing Tools
Led by: Andrew Rzasa and Linda Valentine, Arthrex, Inc.

This roundtable discussion will focus on:

  • audit tool options
  • working with Excel macros
  • tracking violations within tool options


Communication Techniques
Led by: Cecilia McClay, CPCP, Manager of the University P-Card Program, Boston College

This roundtable discussion will focus on:

  • alternative mediums (such as newsletter, e-mail, etc.)
  • Intranet use (such as NAPCP Higher Ed communications or the end user's own internal structure)
  • frequency—how often to communicate with cardholders.


Declining Balance Cards 
Led by: Bill Meekins, CPCP, CPPB, Procurement Card Administrator, Frederick County Public Schools (Maryland)

This roundtable discussion will focus on:

  • examples and usage
  • when to use


Emergency Preparedness
Led by: Chris Wertz, CPCP, Harford County Public Schools (Maryland) and John Thomason, Georgia Department of Administrative Services

This roundtable discussion will focus on:examples of emergencies

  • role of P-Card
  • emergency procedures
  • role of P-Card Administrator
  • post-emergency


EMV/Chip and Pin 
Led by: Steve Johnson, Senior Business Leader - Public Sector Product Management, Visa

This roundtable dicussion will focus on:

  • adoption
  • traveling overseas
  • issues and challenges


ePayables/Virtual Payments
Led by: Bill Pitt, Director, Commercial Card Large Business Relationships, First Bankcard 

This roundtable discussion will focus on:

  • choosing the right solution
  • end-user benefits
  • controls to have in place
  • optimization/growth


Gaining Management Support 
Led by: Kelly Hunsaker, CPCP, CPPB, P-Card Program Manager, King County (Washington)

This roundtable discussion will focus on:

  • building a business plan and business case
  • program reporting structure and hierarchy
  • available technology for reporting
  • training
  • site visits, cross-collaboration

Ghost Cards
Led by: Ashru Shah, CPCP, Purchase Card Manager, North Carolina State University

​This roundtable discussion will focus on:

  • when to use
  • supplier onboarding
  • electronic ordering


Global Commercial Card and Payments Landscape
Led by: Kimberly Lutz, Global Credit Card Lead, Monsanto

This roundtable discussion will focus on:

  • card types and coverage
  • regional challenges and opportunities/cultural barriers
  • internal management
  • supplier economics
  • data
  • similarities and differences (between United States and other regions)


Government Contractors—Benchmarking 101
Led by: David Tyson, C.P.M., CPCP, P-Card Program Administrator, Johns Hopkins University/APL

This roundtable discussion will focus on:

  • how to handle un-utilized card accounts
  • audit issues with external agencies
  • compromised accounts—level of activity
  • networking opportunities


Implementation of an Electronic Payables Solution
Led by: Jason Grunin, Associate Director of Special Projects, University of Tulsa

This roundtable discussion will focus on:

  • best practices
  • impact on suppliers
  • implementation
  • issues/challenges
  • variations
  • program growth
  • value proposition (rationalization of what to use when)


Mobile Payments 
Led by: Rita Cardenas, C.P.M., CPCP, VP, Senior Relationship Manager, BMO Financial Group

This roundtable discussion will focus on:

  • examples and usage
  • issues and challanges


One Card 
Led by: Jason Hoo-fatt, C.P.M., Program Administrator, Weill Medical College of Cornell University and Cindy Marn, CPCP, Program Administrator, West Virginia University

This roundtable discussion will focus on:

  • understanding your environment
  • analyzing your card program
  • planning your implementation
  • executing your implementation
  • monitoring your progress


Payment Cost Analysis Process
Led by: Johnny White, Manager, Supply Chain Projects and Analytics, Service Corporation International

This roundtable discussion will focus on:

  • why to go through a cost analysis exercise
  • roles to include in process
  • payment types to analyze
  • cost savings/efficiencies realized
  • annual cost avoidance/cost savings


Payment Strategies 
Led by: JoAleen Ainslie, CPCP, Procurement Card Program Manager & XiBuy Program Administrator, City of Tacoma, Washington

This roundtable discussion will focus on:

  • payment types
  • when to use


Policies and Procedures
Led by: Dennis Wegner, Vice President of Commercial Card, UMB Bank

This roundtable discussion will focus on:

  • elements of a good policy
  • review and revisions
  • ideas for improvement and clarity


Program Expansion
Led by: Tiffany Lovelace, CPCP, Senior Manager Procurement, Planning and Analysis, Kansas City Southern Railway

This roundtable discussion will focus on: 

  • analysis of current program
  • current P2P processes
  • card type options
  • stakeholder involvement
  • issues/challenges


Program Restructure
Led by: Brian O’Connor, Rochester City School District (New York)

This roundtable discussion will focus on:

  • reasons to restructure
  • re-evaluation of processes
  • possible technology changes
  • internal communication


Receipt Imaging 
Led by: Dayana Reyes-Zanaska and Micky Gutzmann, Metropolitan Council   

This roundtable discussion will focus on:

  • options
  • pros/cons
  • implementation and usage


RFPs and RFIs
Led by: Chad Goldsberry, Senior Procurement Manager, Tyson Foods, Inc.

This roundtable discussion will focus on:

  • requirements
  • elements to include
  • methods for evaluating the proposals
  • common services offered by card providers


Small Program, Big Results
Led by: Alana Lumar, Accounts Payable Bookkeeper, St. Charles Parish Public Schools

This roundtable discussion will focus on:

  • strategies/processes
  • upper management buy-in
  • efficiencies gained


Training Cardholders and Others 
Led by: Patricia Neal, Accountant III - Corporate Cards, Delhaize America

This roundtable discussion will focus on:

  • how to leverage technology
  • frequency
  • techniques


Travel Card Management
Led by: Chad Robison, I-Card and E-Payables Program Manager, Intermountain Healthcare

This roundtable discussion will focus on:

  • travel per diem
  • when and where to implement (e.g., different regions)
  • how to manage
  • main challenges/key benefits
  • card reward programs
  • travel management software


Travel Card Reporting
Led by: Jack Reynaert, Manager of Global Travel, Meritor, Inc.

This roundtable discussion will focus on:

  • identifying useful data sources
  • application of data to KPIs
  • measuring impact after reporting


Travel Expense Optimization
Led by: Jennifer Harris, Senior Project Manager, Bright Horizons Family Solutions LLC

This roundtable discussion will focus on:

  • what to consider
  • how to enforce it
  • communication

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Featured Items
Event Calendar

7/18/2018 » 7/19/2018
P-Card Essentials Workshop - Prepare for CPCP Exam

Training: Delivering Effective Knowledge Transfers

BBVA Virtual Demo: Transform Accounts Payable with BBVA Compass Spend Net Payables

NAPCP Commercial Card Regional Forum - New York, NY

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