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Pre-Conference Workshops

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Pre-Conference Workshops 
These hands-on sessions immerse attendees in a subject area, providing the chance to master the topic and interact with the instructor and fellow attendees in very meaningful ways. Separate registration and fees are required to attend. 

Pre-Conference Workshops


Understanding How to Plan, Implement and Grow Your ePayables Program

Presenters: Chad Robison, CPCP, Purchasing Card & ePayables Program Manager, Intermountain Healthcare; and Matthew McCallister, CPCP, Senior Director, Accounts Payable, Credit Card Services, Property Tax Payments, and Fleet, Brookfield Property REIT, Inc.

When: Monday, April 6, 2020, 8:30–11:30 a.m.
Cost: NAPCP members: $349; NAPCP complimentary subscribers: $449(Not a member? Join today to save on all event registrations)

Do you hear the phrase ePayables when talking to your provider or other peers in the industry and get nervous because you don’t fully understand the concept? Perhaps you are interested in understanding how to plan, implement or grow your ePayables program. Chad and Matt come to your rescue in this upcoming workshop.
In this ePayables workshop, Matt and Chad will help attendees understand the different models available, explain the benefits of implementing an ePayables solution, share guidance and lessons learned to plan, implement and grow your ePayables program. Specific learning objectives include:

  • explain the many models involved with ePayables (i.e., SUA, STP, BIP, etc.)
  • provide the business case for why organizations pursue ePayables
  • explore the benefits of implementing an ePayables solution from the perspective of the end-user organization and the supplier
  • discuss expectations for implementation
  • review the ePayables solution from the supplier acceptance perspective and strategize ideas to overcome objections
  • educate attendees on how to organize, implement and grow an ePayables program

Speaker's Program-Chad Robison: Number of cards: 7,950 | Annual transactions: 302,000/card and 28,000 ePayables | One Card and ePayables | U.S.

Speaker's Program-Matthew McCallister: Number of cards: 2,250 | Annual transactions: 350,000/cards and 13,000/ePayables | P-Card, Travel Card, Ghost Card, Fleet and ePayables | U.S.


Travel Card 101: An End-to-End Overview
Presenters: Alison Anders, CPCP, Senior Team Manager, Corporate Vendor Management, Charles Schwab; and Stephen Steinfath, CPCP, MA, American Express Specialist, HCA Healthcare

When: Monday, April 6, 2020, 8:30–11:30 a.m.
Cost: NAPCP members: $349; NAPCP complimentary subscribers: $449. (Not a member? Join today to save on all event registrations)

Are you new to the Travel Card scene? Recently took on a card role, inherited oversight of a card team, or simply eager to learn more about Travel Cards? Join our interactive workshop that will present a comprehensive overview of Travel Card programs while providing the opportunity to network with other Travel Card professionals. Complete the workshop feeling empowered to further dive into your own programs by gaining the knowledge to:

  • Promote Travel Card benefits within your organization
  • Write effective policies and procedures
  • Proactively train and communicate with cardholders
  • Structure and attend to day-to-day administrator duties
  • Build successful auditing processes and value-added program dashboards

Speaker's Program-Alison Anders: Number of cards: 12,000 | Annual transactions: 600,000+ | Travel Card and P-Card | U.S.

Speaker's Program-Stephen Steinfath: Number of cards: 11,250 Travel Cards | Annual transactions: 750,000+ | Travel Card | U.S., Canada, the United Kingdom


P-Card 101
PresentersStephanie Dowell, CPCP, Senior Manager, Procurement Systems, Cox Enterprises, Inc.; and Susan Washington, CPCP, Senior Procurement Systems Analyst, Cox Enterprises

When: Monday, April 6, 2020, 12:30–3:30 p.m.
Cost: NAPCP members: $349; NAPCP complimentary subscribers: $449. (Not a member? Join today to save on all event registrations)

Is your organization researching the idea of starting a Purchasing Card (P-Card) program? Perhaps the decision to move forward has been made, but it’s unclear where to start. Maybe the program is already established but you are seeking to learn more about the benefits and best utilization of P-Cards. Or, perhaps you are wondering what should be in your policy and procedures manual and how to get started creating these documents. If you fall into one of these categories, attend this workshop to enhance your understanding of how P-Cards add value to your organization and payment strategy and obtain the knowledge needed to move your program to a solid foundation with confidence.

Join Susan and Stephanie as we explore the following topics to help you build the successful program you desire. There also will be time dedicated to group discussions that will provide the opportunity for attendees to benefit from one another's experience.

  • Define how/where P-Cards fit into a payment strategy and the related benefits, such as efficiency, cost savings, reporting, visibility into spend and more—what we call the value proposition.
  • Outline the ideal P-Card purchase-to-pay process to optimize the benefits
  • Provide strategies to help to obtain organization buy-in and support of organizations’ strategic goals
  • Explore the Request for Proposal (RFP) process
  • Determine key controls for program infrastructure, including:
          o policy and procedures manual
          o role of the P-Card administrator or manager
          o role of the cardholder and approver
          o determining controls/audits and expectations
          o distribution of cards
  • Provide strategies for training cardholders and approvers
    Provide Key Performance Indicators (KPIs) metrics
    Discuss communication tools
    Discuss Program Evaluations, i.e., Score card, Survey
    Discuss card acceptance with suppliers and the related benefits, including the fees, so you can engage in a meaningful dialogue and boost card acceptance

Speakers' Program: Number of cards: 19,500+ | Annual transactions: 1,539,000+ | Procurement Card, Travel Card and fuel Card

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

NAPCP West Coast Virtual Forum

Educational Webinar: Exploring the 2020 NAPCP Salary Survey Results

Virtual Demonstration: Discover Your Next-Level AP Automation Strategy

Virtual Demonstration: Commercial Payments Exchange—The Next Generation Payables Solution

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Certified Purchasing Card Professional Credential 
The next application due date is Sept. 9, 2020, to take
the exam during the October 2020 testing period.
Executive Summary complimentary fo subscribers and members. Join today to access full report.
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