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Annual Conference Educational Breakout Sessions

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Educational Breakout Sessions
These are "traditional" sessions that feature end-user speaker-led presentations followed by time for questions and answers. 


Educational Breakout Sessions

A Travel Card Manager's Guide to Managing Procrastinators and Forgetful Cardholders with the Use of a Dashboard
Presented by: Gloria Michalik, CPA, Senior Manager, Finance, Waste Management, Inc.

How do you track and monitor your Travel Card cardholder’s balances? Wouldn’t it be great if you could quickly isolate which accounts are out-of-balance, possibly signaling personal items purchased using the company Travel Card? Learn the methods and techniques used to design and build a Travel Card dashboard. The session will cover the steps taken, tools used, and processes developed to build a Dashboard that tracks a cardholder’s activity and helps highlight account balance discrepancies, facilitating reporting for over 6,000 cardholders.

  • What is a Travel Card dashboard? overview
  • Why use the Dashboard? Benefits of a dashboard
  • Where do I start? Pulling the dashboard components together
  • How do I report results? Templates and techniques for ongoing reporting

An Interactive Look into the Certified Purchasing Card Professional Credential
Moderated by: Heather Miller, CPCP, MBA Community Engagement Manager and PCPCC Chair, NAPCP
Panelists: Karen Brookbanks, CPCP, C.P.M., CPPB, University of Arizona; Larry Coffey, CPCP, Linde North America, Inc.; Laury Chesbrough, CPCP, Cambia Health Solutions; Tiffany Lovelace, CPCP, CPBI, Regions Bank; John Stockinger, CPCP, American Express

Have you ever wondered what holding the CPCP credential can do for you? Join us for an interactive panel discussion facilitated by members from the Purchasing Card Professional Certification Council (PCPCC). Have all your questions answered from the pros! Discussion can include:

  • eligibility requirements
  • how to prepare for the exam
  • how to utilize your credential
  • testimony from experienced CPCPs

Analytics 101: A Beginner’s Guide to What’s Possible
Presented by: Scott Benson, Program Manager (Procurement Card), UC San Diego Health

Has the lack of transaction oversight ever kept you up at night? Not to worry, you are not alone. During this session, we will discuss how analytics can provide oversight, identify trends, drive efficiency and ultimately allow you to get a good night’s sleep. You do not need to be a statistics wizard to make it happen. Please join us to learn about:

  • the value of analytics
  • how anyone can set up and manage an analytics program
  • key reports
  • the value proposition for management—if you need to purchase

APAC Region—Mastering Global Card Rollouts to Maximize Compliance and Adoption
Presented by: Kathleen Broddus Lane, Travel/Expense, Associate Project Manager, Global Business Services, Xylem Inc.

Rolling out card programs in the APAC region has its challenges. With several countries fully implemented, Kathleen will explain the steps her organization took that helped create a smoother navigation through country-specific nuances, and will also speak about:

  • forms, forms and more forms—and all are different by country. Kathleen will identify the differences by country and confirm the requirements to expedite your rollout
  • the nitty gritty requirements for setting programs up by country
  • navigating the regional regulatory environment
  • contracting realities
  • testing is a MUST and it is a value add to engage your stakeholders in this phase of the implementation
  • following up with your customer is key to compliance and adoption—don’t just roll them out and move onto the next project

Assessing the Role P-Cards Play in Supply Chain Management Data Quality/Governance—An Executive Perspective
Presented by: Joseph A. Yacura, MBA MS, MQM, Founder, Supply Chain Management, LLC

The need for accurate, relevant, complete and timely data is critical for any supply chain organization yet most organizations and their executives question their data. This session will discuss the current perception and reality of supply chain data quality/governance and provide some approaches using P-Card data to improve their current state. Topics to be discussed include:

  • What do executives think of their current available data?
  • Are organizations ready for “data driven decision” making?
  • Who owns your current supply chain data?
  • Why do you need supply chain data governance?
  • How much cleaning and organizing of your data is required before it is usable?
  • How does P-Card data fill the gap?
  • P-Card data can benefit both the buyer and seller.
  • How does P-Card data integrate with your supply chain digital strategy?

This presentation will utilize the findings from the IBM sponsored second annual “Data Governance, Data Quality, And Artificial Intelligence in The Supply Chain” 2018 study. Joseph Yacura is one of the authors of this study.

Automating Your P-Card Platform
Presented by: Ronda Davis, CPCP, Business Data Analyst II / P-Card Program Team Lead, SCI Shared Resources, LLC/SCM Projects & Analytics

Ronda will address the need for automation and its positive effect on the P-Card program. Too many manual processes slow down a program because of the lack of efficiencies and the inability to expand. From the onboarding of cardholder applications to approval workflow to card change requests—Ronda’s team uses a web-based customized interface that eliminates many manual processes. The automation tool enhances spend visibility, increases productivity and strengthens program controls. Key areas that Ronda will cover include:

  • how to implement automation
  • ease of onboarding cardholder applications
  • benefits of automation
  • stop gaps that automation solves

Building a Strong P-Card Policy and Procedures Manual Will Take the Load Off!
Presented by: Stephanie Dowell, CPCP, Senior Manager Procurement Systems, Cox Enterprises, Inc.; and Susan Washington, CPCP, Senior Procurement Systems Analyst, Cox Enterprises, Inc.

With the responsibility of managing P-Card Program across four companies, Stephanie and Susan fortified their P-Card policy and procedures manual to achieve their goal of simplifying the management of their programs. They will discuss how they took the load off while also:

  • gaining leadership support
  • creating continual online policy and process training
  • partnering with other departments to support the policy (i.e., Audit Services, Accounting, Supply Chain, IT)
  • enforcing a detailed policy and manual by auditing the program to the policy

Card Administration Tool – Then and Now
Presented by: Danny Reyna, P-Card Administrator, Arthrex, Inc.; Kyle Hunkler, Software Developer, Arthrex, Inc.; and Jennifer Cooper, Expense Supervisor, Arthrex, Inc.

Card provider software, while efficient for the provider’s card management processes, does not always capture key information for card management within the organization nor does it often allow for efficient processing and tracking of applications. Four years ago, the team presented a homegrown solution at the NAPCP Annual Conference—the Card Administration Tool or CAT in spreadsheet form. Since then, we have improved on the program. The Expense Team outgrew the usefulness of Excel and needed a more robust solution. We worked with our IT developers to create a SharePoint-driven cloud solution. Considerations include:

  • use better programs to automate the process
  • win-win partnerships with your IT group
  • create a repository of actions to facilitate decisions
  • automate emails and minor processes to save time
  • having all data in one location allows the team to see an employee profile snapshot to make faster decisions

Closing the Loophole, Sales and Use Tax
Presented by: Michael Geldert, Expense Management Supervisor, CHS Inc.

Let’s talk sales tax. Are you capturing sales tax for online business purchases? What are the nuances that make this issue so hard to manage? What processes work the best? Michael will share details that include:

  • his internal process for capturing sales and use tax
  • understanding the laws that surround this issue
  • creating a process for your company

Concur Modules and Lessons Learned
Presented by: Shelley Shearer, CPCP, Manager of Strategic Services, The George Washington University

Having used Concur Travel and Expense for five years, we have now begun the implementation of Expense Pay, Invoicing and Request.

Take away the knowledge:

  • using the Request Module for P-Card applications and specialized purchase pre-approvals
  • using Concur to pay for guest and student expenses
  • best practices for travel and expense

Creating Virtual Card Programs, Eliminating the Direct Bill Hassle
Presented by: Kelli Moore, Global Card and Travel Manager, Owens & Minor, Inc.

Have you ever wished that there was an easier way to help your infrequent travelers beyond traditional direct bill with hotels? Virtual Card programs are the way! Let’s talk about how this program can save you time, money and streamline processes. Leave this session knowing:

  • benefits of a Virtual Card program
  • how to work with your travel agency and bank to establish the program
  • how to sell your upper management on the program

Creation of a Clear-Cut Travel Card Policy and Procedures Manual Will Lighten the Load!

Presented by: Stephanie Dowell, CPCP, Senior Manager Procurement Systems, Cox Enterprises, Inc.; and Susan Washington, CPCP, Senior Procurement Systems Analyst, Cox Enterprises, Inc.

Managing a Corporate Travel Card program for not one company, but four companies, can be mind-boggling. With their cardholders in mind, a comprehensible policy was written providing easy-to-follow procedures to lighten the load while also remaining in compliance. They will discuss what’s included in the policy as well as how they:

  • created online policy and process training courses
  • gained leadership support using reportable statistics on compliance
  • garnered additional support by partnering with other departments to support the policy (i.e., Audit Services, Accounting, Supply Chain, IT)
  • enforced the policy and manual by auditing the program to the policy

Detecting and Investigating Payment Card Fraud Using the Data
Presented by: Anthony Thomas, Investigations Director, Texas Department of Transportation

The goal of this training is to arm and empower audience members about fraud. Participants will be instructed on key fraud theories as they relate to payment card fraud. The participants will also be taken through real-life situations, from the inception of the fraud, to the act of the fraud, then how it was detected and ultimately investigated.

In this session, participants will:

  • have an understanding of what fraud is
  • recognize the types of fraud that might be seen (know your house)
  • learn various detection methodologies using simple spreadsheets
  • be exposed to advance detection methodologies
  • participate in a detection that resulted in recovery of thousands of dollars

Didn’t Mean to Pay That! Sales Tax Payments in Tax-Exempt Organizations
Presented by: Erich Heneke, Director of Business Integrity/Continuity, Mayo Clinic

This session takes you on Mayo Clinic’s journey of discovery, data mining and recuperation of funds of sales tax paid on credit cards, including a discussion of preventive measures. It also addresses cardholder behavior in the process, as well as nuances that may trigger taxable events. This session is most applicable to those organizations that traditionally would not remit sales tax to State authorities. Key areas that will be covered include:

  • discovery of sales tax for tax-exempt organizations
  • mining cardholder data for sales tax
  • review of the tax recovery process (varies state to state)
  • future actions of cardholders to prevent sales tax

Driving Optimization in Your Travel Program Utilizing Travel Card Mandate
Facilitated by: Jack Reynaert, Manager Global Travel & Expense, Meritor Inc.
Panelists include: Eric Grossman, CPCP, Corporate Card Program Administrator, Regeneron Pharmaceuticals Inc.

Is your Travel Card program realizing all the benefits it could be? If the card program is not currently mandated, there’s a good chance there are some tangible (and intangible) benefits being left on the table. Join the Travel Card Advisory team as they tackle the “m” word, mandate, and the many advantages your organization can realize. Although meant to be driven by attendee conversation, the following topics will be addressed:

  • the various advantages realized by mandating a Travel Card program
  • opportunities available by managing travel more effectively
  • quantifiable benefits of card mandate/cost of non-compliance opportunity cost
  • best practices for obtaining management buy-in

The mission of the Travel Card Advisory team is to advance the effectiveness of Commercial Travel Card programs through collaborative networking and cooperative initiatives to bring value for companies and employees.

Emergency Preparedness
Facilitated by: Becky Holcombe, CPCP, Team Lead, Southern Company

Have a plan before a disaster strikes! Becky implemented her emergency preparedness program in the beginning of her Purchasing Card program in 1995 and continues to adjust it as needed. Join Becky as she shares her expertise and lessons learned for a lively discussion. Although meant to be driven by attendee conversation, the following topics will be addressed:

  • define disasters and disaster recovery
  • provide communication strategies to leave no one stranded
  • building flexible and effective controls
  • discuss how to return to status quo after the disaster is over

The mission of the Corporate Advisory Team is to foster support and give guidance for payment card professionals in the corporate sector to assist in the development and attainment of goals for their programs which bring value for companies and employees.

Eliminating the Guesswork with Travel “Cash” Advance Cards
Presented by: Kelli Moore, Global Card and Travel Manager, Owens & Minor, Inc.

Travel advances are an A/P nightmare but needed for those infrequent travelers. Build a Travel Advance Card (TAC) program that makes everyone’s lives easier. Join us to learn:

  • why start a Travel Advance Card program
  • how to work with your bank to establish the program
  • benefits of the TAC program by increased controls, viability and rebate
  • how to manage the new TAC program

EMEA Region—Mastering Global Card Rollouts to Maximize Compliance and Adoption
Presented by: Kathleen Broddus Lane, Travel/Expense, Associate Project Manager, Global Business Services, Xylem Inc.

Interested in rolling out card programs in the EMEA? Join Kathleen as she “gets in the weeds” sharing her experiences and learnings from bringing countries within this region onboard. She will share her views about:

  • stakeholders—directors, managers, employees, bank
  • developing the plan with the relationship manager
  • navigating the regional regulatory environment
  • forms, forms and more forms—and all are different by country. Kathleen will identify the differences by country and confirm the requirements to expedite your rollout
  • contracting realities
  • testing is a MUST and it is advisable to engage your stakeholders in this phase of the implementation
  • following up with your customer is key to compliance and adoption—don’t just roll them out and move onto the next project

Family Feud Over P-Card Hot Topics
Facilitated by: Bill Meekins, CPPB, CSBO, CPCP, Frederick County Public Schools
Panelists: JoAleen Ainslie, CPCP, City of Tacoma; Symone Bounds, State of Mississippi; and Jeri Winkleblack, CPCP, Bank of America Merrill Lynch

Back by popular demand, join the NAPCP Gov/K-12 Advisory Team as they have fun debating multiple P-Card topics through an interactive session by playing the famous game show, “Family Feud.”
Attendees will:

  • be active participants as the session goes through this fun approach to networking with your peers
  • discuss key subjects such as internal controls and program and supplier
    issues—and receive immediate feedback
  • remember this session’s content because of the unique presentation style

Subject areas that will be addressed during the session:

  • supplier acceptance
  • utilization of Level 3 Data
  • payment options
  • reporting
  • transaction audit

First Time at the Conference? So Much to Consider—But You Can Do It!
Presented by: Mark Ogletree, Senior Accounts Payable Associate, The Pokémon Company International; and Heather Miller, MBA, CPCP, NAPCP Community Engagement Manager

Where do you start? Join Mark of The Pokémon Company International as he shares his experiences while navigating his first conference last year in San Diego and what he was able to take back and implement. With bits of humor, Mark will shed light on all the available conference highlights, including networking opportunities and tips for diving in to get the most benefit out of the conference. NAPCP’s Heather Miller will join in with insights about website resources that can be helpful once you return to your office. Attendees can expect to chuckle a little, ponder their options and meet others who are attending for the first time.

From Local to Global!
Presented by: Victoria Moore, CPCP, Global Card Manager, Tapestry, Inc.

Tapestry’s card program was small with a presence only in North America, but with the company ever-expanding, so did the card program. Now, the Tapestry’s card program is global and consists of multi-brands. This session covers how the card team dealt with merging and standardizing all card programs globally:

  • various challenges the team faced when merging card programs of the acquired new brands
  • how the team continues to investigate and introduce new card options for easier purchasing for all three brands to streamline programs, driving spend up
  • how the team overcame obstacles internally, leveraging other departments to be onboard with card payment methods
  • how the team standardized systems and platforms globally
  • established outstanding customer service to ease cardholders’ experiences, (global roadshows, trainings, office hours, etc.)

Give Freedom to Spend via Declining Balance Cards—Controlling the How, What and When
Presented by: Luangel Lowder, Buyer, District Purchasing Card and Teacher Supply Card Program, The School Board of Seminole County, Florida

Luangel’s organization utilizes Declining Balance Cards that provide an efficient way for teachers to spend their state-allocated classroom supply funds freely, while staying within a set budget. With over 5,000 cards distributed, these cards follow the state guidelines—from distribution to expending of funds—as authorized by the State of Florida. Luangel will provide details about her program from implementation to the success enjoyed today.

  • Benefits delivered
  • Implementing a Declining Balance Card Program
  • Issuing the cards
  • Activating the cards
  • Using the PIN/chip cards to include tax-exempt purchases
  • Monitoring spend and items purchased over time of use
  • End-of-year audit accountability 

Higher Education Insights, Part 1 and Part 2
Facilitated by: Lesley Lackore, CPCP, Card Services Manager, Iowa State University
Panelists: Patricia Anderson, CPCP, Indiana University; Denise Caissie, CPCP, GWCCM, University of Alaska, Fairbanks; Donna T. Ginter, C.P.M., CPCP, CPPB, CPPO, The George Washington University; David Minier, J.P. Morgan; and Michael Pruitt, CPCP, California State University, Fullerton

Join us for a lively discussion where the attendees bring both the questions and the answers! The Higher Education Advisory Team (HEAT) will facilitate two hot topic forums (back-to-back) on issues relevant to Purchasing Card professionals in higher education. While intended to be an open forum, HEAT members will address, among others, the following topics:

  • cardholder ethics
  • athletic department management
  • cash advances
  • consequences to policy violations
  • overall card compliance

Topics discussed in Breakout 8 will not be discussed again in Breakout 9. Rather, the conversation will just continue from one session to another.

The NAPCP Higher Education Advisory Team (HEAT) advises the NAPCP and provides feedback on educational topics that would be of interest to NAPCP members in the higher education sector.

I’m Not Faculty! Create and Teach a Training that Won’t Bore You or Your Students
Presented by: Molly Gross, CPCP, Corporate Purchasing Card Administrator, Procurement Services, Virginia Commonwealth University (VCU)

Program administrators (PAs) may often feel better suited sitting behind our computers and auditing and/or administering our programs than teaching. What do you do when management tells you it’s time to create and TEACH a training class? Infuse humor into your presentation—along with “the dry stuff”—and allow PAs to create a class that isn’t painful to teach or boring to attend. Discussion will cover:

  • tips and tricks for a successful first implementation
  • how to break up the presentation in manageable chunks, what to cover and frequency of classes
  • how to keep them awake and you from dreading it

Instructional Design for Trainers: How to Embed Accountability and Comprehension
Presented by: Scott Benson, Program Manager (Procurement Card), UC San Diego Health

If your job depended on the success of your current training program, would you change anything? If the answer is yes, you are in the right place. This session will show you how to apply key instructional design techniques that will transform your training program—embedding accountability and comprehension leading to compliance. Please join us if you would like to:

  • understand the difference between a learning outcome and a goal
  • create learning outcomes
  • identify appropriate content
  • connect content to testing
  • address needs of adult learners

Let’s Get Real: Implementing an Artificial Intelligence Expense Audit Solution
Presented by: Alison Anders, CPCP, Senior Manager, Corporate Card & Expense Program, Charles Schwab & Co., Inc.

Are you considering an artificial intelligence (AI) expense audit solution for your card program? An AI solution can bring significant value to your audit process, but you can’t just set it and forget it. Join this session on lessons learned from a new implementation, which will provide you with a comprehensive overview on preparing for and implementing a new AI solution. Leave with the knowledge to:

  • evaluate and benchmark your current state audit process to see if AI is right for you
  • build a winning value proposition to gain executive buy-in
  • set your new program up for success with realistic goals and meaningful metrics

Making the Change: Strategies for Implementing a New Card Program with a New Provider
Presented by: Kenny Stone, Procurement Manager, Blueknight Energy Partners, L.P.

Implementing organizational change can be a daunting challenge, one that few look upon with anticipation. Rolling out a new card provider may be a significant change, but it doesn’t have to be a challenge. This session will share strategies and lessons learned from common pitfalls to aid in the successful implementation of a new card program. Strategies we will discuss include:

  • learning from other organizations
  • developing a sales pitch of new benefits—why this is all worth it!
  • obtaining buy-in across the organization
  • managing old, and new, provider relationships
  • setting up your successful transition plan

Moving the Needle: Implementing an ePayables Program that Gets Results
Presented by: Gloria Michalik, CPA, Senior Manager, Finance, Waste Management, Inc.

Nervous about implementing an ePayables program? Where or how do you start? From whiteboard to reality, discover the methods and techniques used to design and build an ePayables program. This session will cover the steps taken, tools used and lessons learned from implementing an ePayables program that currently has over 4,000 suppliers (and growing).

  • What are ePayables? ePayables process overview
  • Why use ePayables? Benefits of an ePayables program
  • Where do you begin? Effective ePayables campaign strategies
  • How do you manage the program? Ongoing program management

Navigating the Complexity of a Cross-Border Program
Presented by: Rachel Madrid, Corporate Card Program Manager, Rackspace US, Inc.

What is a cross-border program? How does it work? Is it the right fit or solution for your international card program? Learn how one mid-market company implemented multiple cross-border programs in different countries. Key takeaways include:

  • what a cross-border program is
  • what to consider when thinking about implementing a cross-border program
  • the pros and cons of a cross border program after go-live

Nuances of Rolling Out Globally
Presented by: Victoria Moore, CPCP, Global Card Manager, Tapestry, Inc.

When the Tapestry card team was first given the opportunity to roll out their card program globally, the team was at first excited, but anxious as this was a new adventure. This session will cover the many aspects of the team’s journey of navigating the following:

  • completing KYC (Know Your Customer) requirements
  • local country regulatory requirements
  • local country billing and payment methods
  • every country is different—so flexibility was needed!

One Card, One Process, One Solution
Presented by: Michael Geldert, Expense Management Supervisor, CHS Inc.

With over 4,000 cardholders, Michael has found that a One Card is the perfect solution for his organization. No longer do his employees carry multiple cards for different types of purchases. The risk of using the wrong card for a purchase is no longer an issue. And, his employees use one system to process all their expenses. Learn how having a One Card:

  • simplifies your processes
  • offers flexibility for your employees
  • reduces liabilities
  • provides ability to control your programs

One Card to Rule Them All: Simplifying and Optimizing Your Commercial Card Program
Presented by: Rachel Madrid, Corporate Card Program Manager, Rackspace US, Inc.

Keeping track of separate Travel and P-Card programs can be tedious, complicated and hard to produce consistent experiences. Rachel will share best practices and reasons why an all-encompassing Commercial Card has made a bigger impact in her mid-market company. Key takeaways include:

  • how to manage a One Card program
  • what to consider when thinking about implementing a One Card program
  • the pros and cons of a One Card program after go-live

One Piece at a Time
Presented by: Deb Wallace, Inspector General, Georgia Office of the Inspector General, State of Georgia; and Austin Mayberry, CPA, CFE, Deputy Inspector General, Georgia Office of the Inspector General, State of Georgia

From scammers on the internet to unethical medical billing, fraud is everywhere. The cases that make the front pages often involve high-level executives and multi-million dollar transactions. However, those instances are only a fraction of the whole picture. The Georgia Office of the Inspector General (OIG) looks to address occupational frauds that don’t make the national news headlines—those all organizations experience. OIG seeks to explain how—in these fraud cases—little by little, a little becomes a lot.

P-Card Implementation: Project Planning
Presented by: Bernice Trevino, Corporate Card Program Manager, Whole Foods Market

Business case, check! Management buy-in, check! Signed contract, check! Congratulations on successfully completing the RFP process—now let the fun begin. Driving a P-Card implementation can be a daunting and overwhelming task for program managers and administrators. Planning and implementation are at the heart of the project life cycle—it tells everyone involved where we’re going and how we’re going to get there. Join this session as we focus on identifying the fundamental components that will aid in successfully planning and implementing a P-Card program. You will learn:

  • how to define your project scope
  • how to put the project plan into action
  • how to measure progress and performance
  • how to optimize project schedule and resources

Records That Will Make Your Auditors Proud!
Presented by: Brandi Whittenton, Buyer, City of College Station

The question of the day is, “What back-up should be kept for each purchase and for how long?” Brandi will discuss her local government organization’s best practices that she follows, such as:

  • what to look for when auditing receipts and documentation
  • the requirements and rationale of support documentation
  • imaging practices when going paperless
  • responsible location of imaged documents

She doesn’t stop there! Brandi will share the process of going paperless with all cardholder records and share tips on how to manage.

Secrets to Supplier Enablement Success—Lessons Learned from the Bank’s Side of Enablement
Presented by: Trevor Reece, Manager of Solution Delivery, GCI Analytics (a McKinsey & Company Solution)

Supplier enablement success is not something to be taken for granted. While this discipline is critical to building and maintaining a successful Commercial Card program, there are many pitfalls to avoid along the way. It will require hard work from your institution and your bank, but the benefits are worth the effort. This session will cover best practices to implement for your organization’s supplier enablement campaigns and ideas on how to most effectively work with your bank. Topics will include:

  • setting realistic expectations up-front by defining metrics for success
  • the due diligence required from your organization to run an effective campaign
  • key stakeholders to involve
  • best practices for prioritizing supplier outreach
  • levers for incentivizing supplier acceptance

Selling Change: Convincing Your Leaders to Buy into a P-Card RFP
Presented by: Kenny Stone, Procurement Manager, Blueknight Energy Partners, L.P.

 You have made the decision that it is time to test the market for a new P-Card provider. Now all you must do is convince leadership to devote time and resources to fix something that, to them, doesn’t seem broken. Easy right? This session will provide takeaways gained from firsthand experience in selling the idea of a new P-Card program, and how to get all levels of the organization on board. Kenny lays out the plan you must develop prior to pitching your case, including how to:

  • account for all necessary resources for the RFP
  • recognize your target audience and how this change will affect them
  • develop answers to key questions before they are asked
  • identify unrealized benefits to change
  • target your message to your audience

Shoes Will Take You Anywhere, Even to Jail
Presented by: Becky Alexander, CPCP, Audit Supervisor, Georgia Department of Administrative Services (DOAS), State of Georgia; Rebecca Krystopa, CPCP, Policy Operations Manager, Georgia Department of Administrative Services (DOAS), State of Georgia; Deb Wallace, Inspector General, Georgia Office of the Inspector General, State of Georgia; and Austin Mayberry, CPA, CFE, Deputy Inspector General, Georgia Office of the Inspector General, State of Georgia

Hear a case study of major fraud found, investigated and adjudicated within the State of Georgia stemming from a keyword search. Insight into the investigation including the relationship between the statewide enterprise purchasing entity and the State Office of Inspector General will be presented. This session will delve into how a top-ranking law official and 21-year veteran state employee was able to commit one of the largest Purchasing Card fraud schemes in recent years, and how it was discovered through continuous monitoring.

Spend Smarter Via Automation: Journey on the Coupa Platform
Presented by: Danielle Hanno, Manager of Projects and Analytics, SCI Shared Resources, LLC.

Supply Chain policy drives how SCI spends smarter. Coupa, a third-party processing platform, is a key element that provides compliance control and visibility of spend, and more. How can you use Coupa to automate spend management? Gain control of your business spend? Attend this session as Danielle explains:

  • how they accomplish electronic invoice and approval routing
  • availability of a vendor portal
  • use of vendor catalogs
  • pros and cons of the Coupa Expense module
  • scheme file integration
  • who has access
  • how manual processes were replaced

Take II: Exposing Risk Within Your Card Program
Presented by: Erich Heneke, Director of Business Integrity/Continuity, Mayo Clinic

Mayo Clinic has embraced the financial benefits of utilizing Travel/Procurement Cards and in doing so, has developed a robust card compliance audit process to help offset risk. This session reviews the risk/reward while engaging common sense controls through data mining and discovery. It is a step back through time and Mayo’s journey. Erich will expound on the:

  • benefits of shifting more spend to a card platform
  • risks of expanding through employee misuse and abuse
  • methods to reduce the inherent risk of a large card platform
  • lessons learned by Mayo Clinic

The Digital Convergence of Cash Cycle Solutions
Presented by: Steve Murphy, Director, Commercial & Enterprise Payments Advisory Service, Mercator Advisory Group, Inc.

We see a growing convergence of systems that support cash cycle digitization for companies, as vendors and banks adapt to modern capabilities and increasingly seek to deliver a better end-user experience. In this session, we will examine the trend toward a tighter, more seamless connection between the elements of the cash cycle. The solutions convergence includes processes and supporting systems around procurement, invoicing, payables and open account financing. In this age of rapidly advancing technology, it is sobering to realize that the modern digital capabilities for supporting these financial cycle processes first appeared only about 20 years ago. This session will help members understand the systems and vendor approaches for providing solutions in the procure-to-pay digital sequence.


  • understand the multiplier effect of digitization
  • knowledge of solutions across the cash cycle, including alternative financing
  • how automated payables (and cards) fit in the sequence
  • better understand technology approaches to systems convergence

To the Stars: P-Card—Business Software Tool Developed to Make It Happen
Presented by: Antonio Ruiz, Supervisor, Strategic Sourcing, Jet Propulsion Laboratory, California Institute of Technology and Cameron Bloye, P-Card Administrator, Jet Propulsion Laboratory, California Institute of Technology

As a federally funded research and development organization, securing internal funds for a business software tool for the P-Card program presented a steep challenge for the team. Our small team rose to the occasion, obtained funds, designed and delivered a software program so successful other government agencies covet it. In this talk, we will detail our success story and highlight our software:

  • why we had to develop our system
  • how we approached development
  • the elements and features of our software system including order logs which allow for pre-approved purchases that otherwise would not meet the typical profile of acceptable purchases (i.e., chemicals)
  • reporting capabilities were developed that, among other things, allow cardholders to download and reconcile transactions daily
  • the mechanics of how machine learning and Artificial Intelligence have been added to our platform to take us into the future

Train, Refresh, Train, Refresh!
Presented by: Brandi Whittenton, Buyer, City of College Station

With over 450 One Cards distributed over 20 departments, Brandi has developed an effective, consistent training program that includes a couple training methods. Brandi will share:

  • how past internal audits opened her eyes to what cardholders were doing and what actions that insight has led to for training
  • all new and returning cardholders are trained
  • when to use each training style
  • the importance and benefits of annual face-to-face training
  • training tips
  • why refresher training is important

Using Analytics to Cut Down on Manual Expense Review
Presented by: Shelley Shearer, CPCP, Manager of Strategic Services, The George Washington University

Having our P-Card charges and expense reporting both flow through the Concur Expense system provides a range of reporting which allows for less manual review, quicker booking of costs and data to help encourage use of the P-Card program. Take away the knowledge of how to:

  • cut down manual review of reports by determining the areas that give you the most value and focus on them
  • implement the most effective audit rules
  • review P-Card metrics to ensure costs flow through in a timely manner and what individuals could benefit from having a P-Card
  • set up reports to provide a thorough review of duplicate expenses and track outstanding advances

Using MCC Templates and Different Card Types to Strengthen Program Controls
Presented by: Jennifer Gruich, Supervisor Corporate Cards and Expenses , Southwest Airlines Company

We often struggle with ways to easily control cardholder spend up front. It can be cumbersome for the administrator to control what employees should be purchasing as well as the “one-offs” that can occur. During this session we will:

  • explain how we use a One Card program with MCC templates to handle purchases quickly and effectively for both purchase and travel.
  • describe how we built and how we use our MCC templates to easily control different types of spend
  • review creative ways we have solved problems with different card types (One Cards, Declining Balance, Ghost and Virtual Cards)

Using Technology to Streamline Cardholder and Program Data  
Presented by: Jennifer Gruich, Supervisor Corporate Cards and Expenses , Southwest Airlines Company 

Do you find yourself checking multiple systems or reporting to gather data on your cardholders and your program? Have you been searching for a way to run your program through a single application? During this session we will:

  • explain how we use a “one-stop shop” database that contains cardholder and program details
  • explain how data is ingested into the database from different systems
  • learn how daily feeds from Human Resources, for example, drive cost center information and reporting hierarchy. Transparency into who has a card, training details and more provide another layer of control and ease in cardholder management
  • perform a demo of the database showing how tables are connected
  • review examples of some of the reports built in the application, and what we use them for
  • explore how Southwest Airlines has gone completely paperless in program management

Virtual Card Market Trends: Lessons from the 2018 EAP Benchmark Survey
Presented by: Richard J. Palmer, President, RPMG Research Corp.

RPMG Research Corporation’s 2018 Electronic Accounts Payable Benchmark Survey Results address the adoption and implementation of “Virtual Cards” in North America. Richard’s presentation will address:

  • market trends and spending norms
  • benefits realized by Virtual Card users
  • the current state of supplier acceptance
  • key success factors in Virtual Card use, including cross-organizational support, a vendor strategy and working with the provider to elevate program value

Links to Other Session Types

Pre-Conference Workshops
General Sessions
Educational Breakout Sessions
 Provider Demonstrations
Partner Sponsor Educational Breakout Sessions
Roundtable Topics 


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Event Calendar

4/15/2019 » 4/18/2019
2019 NAPCP Annual Commercial Card and Payment Conference - Miami

2019 Full Day Pre-Conference Workshops: Travel Cards 101 and Pathway to an Effective P-Card Program

2019 Pre-Conference Workshop: Travel Cards 101: Everything You Need to Know

2019 Pre-Conference Workshop: Pathway to an Effective Purchasing Card Program for Beginners

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