FUSION 2012 - P-CARD SESSIONS FUSION 2012 - P-CARD SESSIONS

5 Simple Steps to Boost Your Card Program's Performance

Mark Becker – VP, Program Optimization
U.S. Bank Corporate Payment Systems
Ian Da Costa - Manager, Accounts Payable
UCLA
Rodney Pless - Senior Director, P2P Business Process Enablement
Tyson Foods
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Overview # 1200 – New Session
Discipline of Focus:  AP

A few simple steps — like proper tire inflation and driving the speed limit — can save a driver hundreds on gas. So, too, can a few simple tweaks under the hood of your commercial card program generate measurable savings for your organization. Complicated engine overhauls are not required — just a little tuning can get your program humming along toward improved performance. In this session, a U.S. Bank optimization specialist will teach you how to identify easy opportunities to save money and boost the value of your card program. A buyer who has done it will describe the benefits from personal experience.

Best Practices in Corporate Card Expense Management

Joseph Monaghan – Senior Consultant, BMO Spend and Payment Advisors
BMO Financial Group
Presentation Style – Interactive Facilitated Discussion
Business Management and Organization – 1.0 Credit
Intermediate # 1205 – Updated Session
Discipline of Focus:  AP

2011 has brought an uptick in business travel and its related costs, and undoubtedly, organizations will be facing pressure to better manage and control these increasing expenses. In this session, the audience will learn from industry experts how best practices can help organizations optimize their corporate card programs, enhance spend capture, manage and control spend, as well as improve rebate potential, all of which will have a direct impact on your bottom line. Attendees will get an insight to the successful best practices of other global corporations. These keys will help organizations better manage this complex and ever changing environment.

The four key topics that will be discussed are high impact and simple yet actionable to help optimize your corporate card program:

  • Best practices to maximize spend capture
  • Expert advice for maximizing compliance with your organization's corporate T&E policy
  • Getting the most out of rebates
  • Simple audit best practices to identify misuse

Best Practices that Work to Expand Your Purchasing Card Program

Jeanette Bugg – Director, Senior Product Manager
Bank of America Merrill Lynch
Co-Facilitator TBA
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate # 1210 – New Session
Discipline of Focus:  AP

The use of purchasing cards is now standard practice for many companies and their contribution to payment efficiency is significant. Hear about how one client used best practices to rejuvenate its purchasing card program. You will hear about a number of industry best practices used by best-in-class organizations — those companies that have made purchasing cards a core component of their payment strategy. By addressing such issues as sales tax and 1099 reporting in a straightforward manner, organizations will no longer see limits to their program, but endless opportunities.

Corporate Credit Card Programs as a Tool

Lorraine Creek – Assistant Director, Finance Operations
Cambia (formerly Regence)
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Overview # 1215 – Updated Session
Discipline of Focus:  AP

This presentation is updated each year to cover the growth of the program at Regence and meet the demand of a new group of Fusion attendees looking for information and insights on how to get an initiative started within their organizations.

The ERP-Card: Revolution, Evolution, or Symbiosis?

Rick Swartwood – VP, Procure-to-Pay Solutions
WNS Global Services
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Overview # 1225 – New Session
Discipline of Focus:  AP, P2P, TAWPI

This session will reflect on the amazing evolutionary path of the P-card. From its beginnings as a tool for low-value purchases to its current place as a prominent piece of the e-commerce marketplace, the P-card is widely recognized as a driver of efficiency within the procure-to-pay environment.

However, as the dynamic e-commerce marketplace evolves with competing solutions and value propositions, the P-card finds itself at a crossroad. The very factors that have driven the growth of the P-card now stand in the way of its continued success, and potentially even its survival. During this session, the audience will see how the transformation of P-card programs into ERP-card programs is the key to the P-card's future relevance and learn the basic steps enterprise resource planning (ERP) programs can take to ensure continued P-card success.

Experiencing Corporate Card Payments through the Suppliers' Eyes:  How Companies see Their Customers' Payment Practices

Aaron Bills – COO and Founder
3Delta Systems
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate # 1230 – New Session
Discipline of Focus:  AP, AR

The session will focus on industry best-practices distilled from the experiences of many corporate suppliers. Interesting real-world examples showcasing various analysis and evaluations along with insightful conclusions will be presented, highlighting what suppliers love and hate about corporate card payments. Buyers will learn how to use these insights to more finely hone their supplier enrollment and payables card projects.

Participants will gain fresh insights into:

  • How suppliers view card programs and card acceptance
  • What suppliers must do to participate in corporate payments
  • Key success factors for ensuring that suppliers engage and support your initiatives

Participants should leave with ideas on how to emulate and achieve the same positive results as shown in the presentation.

 

Maximized P-Card Payment Strategies?  What is Next?  What do I do with all this Paper?  NEW SESSION

Louise Perchinsky - Senior Accounts Payable Automation Consultant
PNC Bank
Presentation Style – Interactive Facilitated Discussion
Business Management and Organization – 1.0 Credit
Advanced # 1280 – New Session
Discipline of Focus:  AP

This session is a hybrid of topics outlining Paper to Payment Strategies, summarizing indepth all Card Payment Types (Travel and Entertainment, Distributed, Ghost and Accounts Payable) in addition to Invoice Automation.  This session will review and discuss the Building Blocks to success encompassing the holistic approach/benefits for each card method and ERP integration points.  In addition, what is the next sequence of events that an Accounts Payable Department faces to maximize efficiencies, days payables outstanding, discounts and liability reporting.  The answer is Invoice Automation. Overview of the paperless approach model defining opportunities, process improvements and core competancies to move Accounts Payable to the next level.  

Maximizing AP Card Spend by Maximizing Supplier Acceptance of Cards  UPDATED SESSION

Sam Sarin – Director, Senior Product Manager
Bank of America Merrill Lynch
Co-Facilitator TBA
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate # 1220 – New Session
Discipline of Focus:  AP, TAWPI

Maximizing AP card spend i.e. Payables, is about maximizing supplier acceptance of card.

You can enhance supplier acceptance of card for invoice payments by offering suppliers with a menu of options that meet their needs.

In this session, you will learn about how Bank of America is growing the number of suppliers that accept card for invoice payments by providing its clients' suppliers a slew of options to meet their needs for keeping costs down, driving efficiencies, accelerating cash flow, reducing fraud and maintaining PCI compliance. Attendees will walk away with a blueprint of techniques they can apply in their organization to maximize supplier acceptance of card.

Once the P-Card is Implemented, What Do I Do Now to Improve the Process and Control?

Rosanna McLoughlin – Director, Accounts Payable Operations
Costco Wholesale
Debbie McMurray – Manager, Merchandise / Expense Accounting
Costco Wholesale
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Overview # 1235 – Updated Session
Discipline of Focus:  AP

Now that a P-card program has been established and is used throughout your company, what steps do you take to keep it running successfully, including implementing appropriate audit and controls? How do you successfully transition from one credit card provider to another with minimal impact to the business? What steps can you take to improve the overall process and provide a more useful tool for your P-card users.

Topics will include:

  • Beginning a P-card program
  • Transitioning from a different service provider
  • Audit controls
  • Automation
  • Online tools

P-Card:  Fast Track to Automation and Efficiency

Dave Baummer – Director, Corporate Payables
Lowe's Companies Inc.
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Basic # 1240 – New Session
Discipline of Focus:  AP

This workshop will explore how Lowe's has used its card program to help achieve a high level of automation in its payables environment. This automation has increased efficiency and control.

Included in the workshop will be:

  • Program structure
  • Use of ghost cards
  • Internal controls
  • Comparison of paper invoice vs. P-card transaction
  • Lowe's road map: Where we've been, Where we are, where we're going

P-Card – Getting Automated: Benefits and Best Practices  CANCELLED

Facilitator from InterplX Expense Management 
Business Management and Organization – 1.0 Credit
Overview # 1245 

P-Card Auditing Strategies

Lynn Larson – Education Manager
National Association of Purchasing Card Professionals (NAPCP)
Presentation Style – Traditional PowerPoint
Auditing – 1.0 Credit
Intermediate # 1250 – New Session
Discipline of Focus:  AP

Has your organization overlooked something when developing its auditing strategies for the P-card program? Could your processes be improved? This session will address common auditing pitfalls, include tips on what to look for when auditing P-card transactions, and describe the importance of process audits to complement transaction audits.

Partnering with Your Suppliers to Build Card and Automated Payables Acceptance

Laura Flandrick – Managing Director
National Association of Purchasing Card Professionals (NAPCP)
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate # 1255 – New Session
Discipline of Focus:  AP, TAWPI

Whether you're talking commercial card payments or automated payables, supplier acceptance is critical to success. Arm yourself with the knowledge you need to help your suppliers create a business case and sustainable business model for card and automated payables acceptance. You'll learn about costs to suppliers, factors that increase or decrease those costs, and costs that are negotiable.

In this session you will:

  • Identify target suppliers.
  • Hear about ways to identify suppliers that accept card and automated payables payments.
  • Learn the economics of card acceptance for your suppliers.
  • Identify process changes for suppliers that accept card payments.
  • Learn to navigate discussion centered around large-ticket transactions.
  • Identify variables that affect supplier costs and fees.

Reducing P-Card Risk and Enabling Expansion

Nat Goodman – President
Goodman & Associates
Presentation Style – Traditional PowerPoint Presentation
Management Advisory Services – 1.0 Credit
Intermediate # 1260 – Updated Session
Discipline of Focus:  AP, P2P

We recognize the cost benefits of a P-card program, yet many of us are cautious about expanding its use because of the risk of fraud. This session will assist procurement and finance personnel in evaluating disbursement risk associated with traditional accounts payable practices versus using the P-card. As a result, you can determine which transactions and environments are better suited for credit cards and which are not. You may be surprised to learn that a P-card is safer on some transactions. Additionally, explore ways to mitigate risk by embracing up-to-date P-card technology and best practices

A Shortcut to Understanding 3 Regulatory Topics Relevant to P-Cards  CANCELLED

Lynn Larson – Education Manager
National Association of Purchasing Card Professionals (NAPCP)
Advanced # 1265 

Stopping Card Misuse in Its Tracks

Todd Albers – Senior Program Manager, Payables Program and Product Management
U.S. Bank
Co-Facilitator from Theraldson Motels Inc. TBA
Presentation Style – Product Demonstration
NASBA credits will not be awarded for this session
Intermediate # 1270 – New Session
Discipline of Focus:  AP

Card programs provide myriad benefits. It's a shame not to take full advantage for fear of misuse and abuse. Such fear blocks many from launching or growing card programs. Manual auditing is labor-intensive, error-prone, and expensive. If payers could reduce the risk of abuse cost-effectively, they might view card programs more enthusiastically.

Fortunately, technological advances are now generating more effective monitoring tools – ones that allow organizations to review all card transactions and immediately flag suspected misuse and out-of-policy spending. Organizations can now reap the gains of expanded commercial card programs without increasing their auditing investment. This session looks at new tools and reviews the experience of early adopters of such a tool.

You'll learn about:

  • Real and perceived costs of misuse, and why both are important.
  • The financial trade-off between prevention and payment automation.
  • New solutions that improve risk management and create new opportunities for payment automation.

Xponential: The ERP Card Solution

Rick Swartwood – VP, Procure-to-Pay Solutions
WNS Global Services
Presentation Style – Product Demonstration
NASBA credits will not be awarded for this session
Intermediate # 1275 – New Session
Discipline of Focus:  AP, P2P, TAWPI

Discover Xponential, the solution to SAP-based P-card program management. During this product demonstration, the audience will learn about the benefits and value a P-card program integrated with an enterprise resource planning (ERP) solution brings to an organization and the steps required to transform a non-integrated P-card program into a fully integrated ERP-Card solution.

The demo will showcase the power, control and flexibility of the Xponential P-card program management solution from WNS. Leverage your existing ERP solution, bring additional controls, eliminate data risk, and position your P-card program for future e-commerce success.