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Virtual Roundtable: P-Card Reconciliation Best Practices and Strategies

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Higher Education Virtual Roundtable

Purchasing Card Reconciliation:
Best Practices and Strategies for Success

Open to end-users in all sectors and providers

Wednesday, May 2, 2018



How does your P-Card program rate in terms of the simplicity and effectiveness of reconciliation processes? Are you looking for opportunities to improve current practices? This virtual roundtable guides you through the latest advancements in reconciliation. It addresses:

  • the different ways in which reconciliation occurs
  • processes utilized by top programs
  • opportunities available for automating workflow, compliance monitoring and approval routing
  • benefits of continuous process improvement
  • best practices for P-Card reporting to management

Key takeaways:

  • learn best practices for P-Card reconciliation that can be applied to a new or established program
  • obtain tips for improving reconciliation processes to increase accuracy, transparency to the overall P2P process and to improve compliance
  • learn which key performance metrics make CFOs happy

This event correlates with Section VII “Managing the Program" of the CPCP exam.

Target Audience

Procurement professionals who already understand P-Card fundamentals, such as individuals with an intermediate level of P-Card experience; this event can also benefit those preparing for the CPCP exam. 


About the Facilitators:

Patricia Anderson, CPCP, Contract & P-Card Administrator
Indiana University

Patty is the P-Card administrator at Indiana University (IU). Her role is to manage the university’s P-Card program to reduce costs and enable growth through improved efficiencies, risk mitigation and market intelligence, while working in partnership to ensure compliance and vendor performance of IU’s strategic contracts. Patty is engaged in developing an innovative P-Card program that better serves the university’s academic mission by achieving best value through best practices. 

Donna T. Ginter, C.P.M., CPCP, CPPB, CPPO, Director of Procurement & Travel Services
George Washington University

Donna sets the strategy for the card program at The George Washington University. She has taught at the undergraduate and graduate levels, presented on a variety of topics at forums and conferences, and is published on topics such as State and Local Procurement, Social Responsibility and Public Procurement Compensation. Donna is also a member of NAPCP’s Higher Education Advisory Team.


Ashru Shah, CPCP, P-Card Manager
North Carolina State University

Ashru has been at North Carolina State University for the past 15 years, working in finance and business roles. For the past six years, she has been the university's Purchasing Card manager. In her current role as the program manager, she supervises the program administrators who are responsible for daily operations. Part of her responsibilities are to grow the program, which today, is the largest program in the State of North Carolina. Prior to moving to North Carolina with her family, Ashru lived in England and Kenya. In Kenya with her husband, she ran a manufacturing company with retail outlets. Ashru attained her CPCP in 2013.


Date, Time and Event Duration

This virtual roundtable was recorded on Wednesday, May 2, 2018

The presentation is for NAPCP members and NAPCP subscribers. This virtual roundtable session is approximately 70 minutes in length.  


Cost and
Onsite Group Participation

The virtual roundtable is complimentary for NAPCP members and $149.00 for NAPCP subscribers. 

Continuing Education Credit

You must be the purchaser of this presentation to earn 0.25 point toward CPCP initial eligibility or recertification.


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Certified Purchasing Card Professional Credential 
The next application due date is Feb. 28, 2020 to take
the exam at the Annual Conference in Las Vegas, 4/6/20.
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