10 Things you Absolutely Must Know about the Future of P-Cards

Jeff Pape – SVP, Group Product Manager, U.S. Bank Corporate Payment Systems
U.S. Bank – Finance, Insurance, and Real Estate 
Pradeep Moudgal – Head of Global Cards and Merchant Services
Global Services – Business Services 
Janice Dowiak – Senior Product Manager
BNY Mellon – Finance, Insurance, and Real Estate
Tom Carignan – Commercial Card Sales Officer
UBM – Finance, Insurance, and Real Estate
Jennifer Petty – SVP, Product Management Executive-Card Solutions
Bank of America – Finance, Insurance, and Real Estate
Moderator – Mark Brousseau – VP, Research and Business Development
IAPP-IARP-TAWPI
Presentation Style – Interactive Facilitated Discussion
Business Management and Organization – 1.0 Credit
Intermediate #1300 – New Session

P-cards continue to enjoy tremendous growth. But what does the future hold? During this interactive roundtable discussion, representatives from four leading bank providers of p-card solutions will share their opinions on the key trends that will shape the p-card space and how organizations use them: factors that will drive adoption and increased usage, barriers to success, emerging p-card solutions and best practices, the role of fraud, looming regulatory issues, solutions and service providers to watch, and more. Whether your organization has a mature p-card program, or you are just launching your p-card initiative, this session will provide you with valuable insights.

Are you Leaving Money on the Table? Maximize your AP Card Program through Effective Vendor On-Boarding

Samridhi Sarin – Senior Product Manager
Bank of America Merrill Lynch – Finance, Insurance, and Real Estate
Jennifer Matey – Supervisor, Procure-to-Pay
Mayo Clinic – Healthcare Services
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate #1305 – New Session

Any company that has attempted to migrate its check payments to a card system recognizes that the vendor strategy to enable this change is the key driver of success. What differentiates one payments provider from another is expertise and experience in contacting and enrolling a vendor to receive a different payment type (also known as vendor on-boarding). Additionally, with the advent of push payments and vendor portals, the opportunities and challenges associated with vendor on-boarding are quite different from traditional enrollment methodologies deployed by providers thus far. Join Bank of America, a pioneer in the field of AP card solutions, along with a client, as they share insights into what works and what doesn’t, and success strategies and solutions to overcome merchant resistance to card acceptance.

ATTENDEES WILL GAIN:

• An appreciation for new developments in technology that provide value to the supplier.
• The knowledge to mitigate some of the pain points that drive supplier resistance to card acceptance.
• Real world examples of how to drive year-over-year growth in their AP card program..

Corporate Credit Card Programs as a Tool: Treasury and Disbursements Implement a Win for the Team

Lorraine Creek – Assistant Director, Finance Operations
Lynn Oakland – AP Lead 
Regence BlueCross BlueShield – Finance, Insurance and Real Estate
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Overview #1310 – New Session

This session will outline the process Regence used to develop and deploy a corporate-sponsored credit card program across the organization, tying the card program and implementation to an online booking tool to improve adoption success and achieve greater process improvements with increased policy compliance. Critical factors include developing internal business partner collaborative relationships to help sell the concept and approach to senior management, along with program “must haves” versus “nice to haves” to ensure the right product, bank partner, and approach were launched.

Create an Efficient, Expansive P-Card Program with BAML's Management & Reporting Application: Works® - NEW!!

Thomas Rosa - SVP/Electronic and Comprehensive Sales Payment Consultant
Bank of America - Finance, Insurance, and Real Estate
Presentation Style – Product Demonstration
Business Management and Organization – 1.0 Credit
Overview #1365 – New Session

Experience Works®, the industry-leading card management and reporting application from Bank of America. Get a sneak peak at the upcoming enhancements and receipt imaging capabilities, which can help to save time and provide a more dynamic use of important data and information. You will learn about Works robust reporting and functionality and see how its flexible and customizable options can be used to manage a P-Card program, while simultaneously increasing efficiency by capturing more AP check volume. Additionally, see how we are simplifying search capabilities, requiring less click-through navigation, and redesigning the system to allow you to gather and use data more effectively.

Creating Value through a P-Card Program

Michael Clark – Manager, Accounts Payable
Randy Gibbons – Manager, Corporate Credit Card Services
Southwest Airlines – Transportation Services
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Basic #1315 – New Session

In this session, we will discuss alternative methods for using a company p-card. Discussions will center on creating process improvements, working capital strategies, and technical solutions that are outside of the normal point-of-sale p-card process. Attendees will be asked to think outside the box as it relates to maximizing the value of a p-card program through non-traditional methods.

Game Changing P-Card Trends: The Growth of P-Cards in Treasury Management

Aaron Bills – Chief Operating Officer
3Delta Systems – Business Services 
Co-Facilitator – TBA
Presentation Style – Interactive Facilitated Discussion
Business Management and Organization – 1.0 Credit
Intermediate #1320 – New Session

This session will describe the market-shifting trends driving innovation and growth in corporate purchasing cards. After more than two full decades of use, p-cards are ready to transform the AP/AR landscape and begin a new cycle of growth and expansion. This session will describe how.

Participants will learn:

• The market forces accelerating p-card adoption and growth.
• How p-cards fit into an effective treasury management program.
• How companies can find balance in trade relationships: Is it “AP vs. AR” or “AP with AR?” 
• Strategies for managing fraud and risk with p-card payments.
• Potential p-card regulatory and data security issues that may come into play in 2011 and beyond.

How P-Cards Can Revolutionize Business Expense Management

Bob Goot – Senior Product Director, Commercial Card 
Channel Solution
FIS – Business Services
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate #1325 – New Session

With the purchasing card, you can reduce the time required and the cost of paying for business-to-business goods and services. P-cards also eliminate paper-based purchase orders and invoice processing, as well as provide built-in controls to limit spending, transaction velocity, and merchant category access.

Learn how corporations USE p-cards to:

• Streamline the procurement process.
• Integrate financial systems.
• Get complete data on purchases.
• Achieve substantial cost savings over traditional procurement methods.
• Automate payables.

The session also will provide tips on constructing a business case for p-cards and pitfalls to avoid in launching a program.

Implementing U.S. Bank’s PaymentPlus in the Higher Education Field

Ian Da Costa – Manager, Accounts Payable
UCLA – Educational Services
Bob Hebert – VP, State/Local Government & Higher Education Relationship Management, U.S. Bank Corporate Payment Systems
U.S. Bank – Finance, Insurance, and Real Estate
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate #1330 – New Session

This presentation discusses the implementation of U.S. Bank’s PaymentPlus at UCLA, which was done in an effort to bring in new revenue opportunities and address the unique funding issues often faced by institutions in the education arena.

Purchasing Card Best Practices

Chris Evanoff – Principal
Soltec Inc. – Business Services
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate #1335 – Updated Session

The purchasing card is the most efficient method for purchasing and payment of low-value materials and services, and it allows end users to place orders directly with suppliers without the involvement of purchasing, receiving, or accounts payable functions. The p-card enables department end-users to order directly from suppliers without requisitions, purchase orders, invoices, or approvals. Although the process is relatively simple, many companies have implemented the purchasing card in multitude of ways by adopting various technologies, imposing many redundant controls and creating many non-value activities in support of this very simple process. This session will identify best practice techniques and policies and procedures that are designed to simplify and expand any purchasing card program. Key issues of 1099 reporting, sales-tax processing and controls and approvals will be reviewed. Additionally, all accounts payable transactions will be reviewed and purchasing card candidates will be identified.

Purchasing Cards — They Are Not Just for High-Volume, Low-Dollar Purchasing Anymore

Robin Anderson – Director, Commercial Card Implementation
American Express – Business Services
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Advanced #1340 – Updated Session

Inventory, capital, and direct spending can be put on a card without using an expensive e-procurement tool. Control your p-card spending within your own ERP system.

This session will address:

• Understanding when you really need a purchase ordered. 
• When you can get past processing paper invoices and use the card process instead. 
• The concept of adding inventory, capital, direct spending, and other large items on a card.
• How to input “triggers” within your ERP system to automate the process.
• Tips on working with your vendors to accept this process.
• Reconciliation – making sure the numbers work.

State of the P-Card Market: Results of IAPP-IARP-TAWPI’s P-Card Survey Canceled

Mark Brousseau – VP, Research and Business Development
IAPP-IARP-TAWPI
Presentation Style – Traditional PowerPoint Presentation
Business Management and Organization – 1.0 Credit
Overview #1345 – New Session

This session will share the results of IAPP-IARP-TAWPI’s annual survey on the adoption of p-cards. The session will provide attendees with unique insights into the success their peers have had with p-cards, as well as their challenges in increasing adoption.

Topics covered will include:

• P-card adoption
• P-card program attributes
• Overall p-card satisfaction
• Market share of solutions and services providers
• Key metrics such as costs, labor savings, and error rates
• Fraud controls and prevalence of unauthorized transactions
• Key barriers to adoption and program growth
• Growth projections
• Future considerations

Transform Your AP Cost Center into a Revenue Generator with Check-to-Card Migration

Matthew Dragiff – Director, Product Management
SunGard AvantGard – Business Services
Co-Facilitator – TBA
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate #1350 – New Session

Many corporations are taking a second look at their payments strategies as they strive to reduce costs and improve the quality of operations. A great way of accomplishing these goals is by removing the inefficiencies of paper checks and adopting an electronic B2B payments strategy.

Going one step further, establishing electronic payments strategies that incorporate virtual cards can help companies to reduce AP payment processing costs, streamline processes, and generate revenue through rebates. Virtual cards are single-use card numbers with fixed credit limits, which can be used to securely pay invoices and disbursements. V-cards are generally associated with rebate programs that allow companies to generate revenue based on a percentage of outbound payments. This session will explore the benefits of leaving the check behind in favor of electronic payment methods, including how to transform your AP cost center into a revenue generator through the use of virtual card rebate programs.

Triad of Payments: Costs, Security and Operations

Danny Hoff – Manager, Accounts Receivable Operations
CompuCom Systems – Computer Services
Joe Bastyr – National Sales VP, PNC Merchant Services
PNC – Finance, Insurance, and Real Estate
Aaron Bills – COO and Founder
3Delta Systems – Business Services 
Presentation Style – Interactive Facilitated Discussion
Business Management and Organization – 1.0 Credit
Intermediate #1355 – New Session

This panel discussion will examine the increasingly complex interplay needed for merchants to identify and realize “total cost” reduction benefits in B2B card payments and receivables. Case studies will illustrate how successful companies, like Lincoln Electric and CompuCom Systems, applied Six Sigma and other process improvement methodologies to significantly cut costs.

Opportunities for cost savings included:

• Lower payment acceptance costs through better interchange management. 
• Reduced corporate risk through enhanced data security. 
• Improved operations through reconciliation and reporting.
• Enhanced customer satisfaction.

Collectively, Lincoln Electric saved $1.5 million annually while more closely aligning its credit card acceptance operations with its core business processes. Panelists will include an end-user merchant, a merchant acquiring representative, and a technology service provider. The panelists will compare and contrast their own techniques and results with one another.

What I Wish I Knew about P-Cards Before I Launched My Company’s Program

Gayle Norris-Malloy – Director, Vendor Support
Costco – Retail 
Danny Hoff – Manager, AP Operations
CompuCom Systems – Business Services
Moderator – Mark Brousseau – VP, Research and Business Development
IAPP-IARP-TAWPI
Presentation Style – Interactive Facilitated Discussion
Business Management and Organization – 1.0 Credit
Intermediate #1360 – New Session

Learn the secrets to getting a p-card program off the ground and driving best-in-class adoption. During this interactive roundtable discussion, representatives from several organizations will share the lessons they have learned in launching, managing, and growing their p-card programs.

Topics will include:

• Selecting the right solutions and services provide. 
• Rolling out a program.
• Training employees. 
• implementing controls and safeguards. 
• Boosting usage.