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| OVERVIEW |
 The 11th National P-Cards on Campus Conference is an event built by Higher Education, for Higher Education. We’ve planned this event around all skill levels – card programs from beginning to advanced. PDG has brought together the top experts to present to colleges and universities about how to take your program to the next level. If you’re just starting your program, avoid reinventing the wheel, and learn from schools that have already made their programs successful!If you’re a college or university with a P-Card program, your school cannot afford to miss the 2008 P-Cards on Campus Conference in Orlando, Florida!
Topics Include: (subject to change)
| Benchmarking Survey |
Customizing PaymentNet |
| Customer Service |
Moving to a New Provider |
| Disaster Plans |
P-Card Compliance and NCAA Compliance |
| Unannounced Audits |
Fraud |
| Effective Communication |
P-Card Review Programs |
| A/P and Procurement |
Identity Theft |
| Online Training Programs |
Data Mining |
| and more!! |
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COST OF CONFERENCE: $540
HANDOUT MATERIAL
If you are unable to attend the conference but would like to purchase the handout materials, complete packets may be purchased for $150. Handout material will be mailed one week after the conference ends. Please contact PDG by telephone at 800-488-6341, fax 812-339-0138, or e-mail info@prodev.com for these materials.
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| WORKSHOP |
P-Cards Basics & WAY Beyond!
This workshop will provide an overview of Purchasing Cards and in-depth presentations on program startup and implementation, ongoing program administration, and tools to optimize the value and performance of your program. Topics include a review of the industry, relationships with issuers and other participants, roles within your organization, policies and procedures, training approaches, use of technology, reconciliation processes, reporting, compliance and audit techniques, strategic sourcing, and many other keys to successful program operation.
The workshop is very interactive and designed for participants who are considering an implementation, those who are in the midst of an implementation, or experienced administrators who are looking for an opportunity to review and update their skills with today’s best practices.
There is a $200 additional fee to attend this Sunday workshop
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| FACULTY |
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2008 Faculty coming soon!
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| KEYNOTE SPEAKER |
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Dr. Benjamin Ola. Akande
Benjamin Ola. Akande 44, is the dean of the School of Business and Technology at Webster University. As the chief academic officer of the 15,000 student business school, he presides over 2,300 faculty worldwide, spanning 103 campuses. Dean Akande holds a Ph.D. in economics from the University of Oklahoma and post doctoral studies at the John F. Kennedy School of Government at Harvard University. He serves on the board of numerous organizations.
Dean Akande continues to serve as consultant to some of the leading Fortune 500 companies in the area of strategy and market positioning.
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| AGENDA Current as of Feb. 7, 2008 ~ Subject to change |
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| Sunday, February 24, 2008 |
| 1:00-5:00 p.m. |
P-Cards Basics & WAY Beyond! ($200 Workshop Fee)
This workshop will provide an overview of Purchasing Cards and in-depth presentations on program startup and implementation, ongoing program administration, and tools to optimize the value and performance of your program. Topics include a review of the industry, relationships with issuers and other participants, roles within your organization, policies and procedures, training approaches, use of technology, reconciliation processes, reporting, compliance and audit techniques, strategic sourcing, and many other keys to successful program operation. The workshop is very interactive and designed for participants who are considering an implementation, those who are in the midst of an implementation, or experienced administrators who are looking for an opportunity to review and update their skills with today’s best practices.
Jeff Carter & Steve Stire
The Iridium Group
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| 3:00-5:00 p.m. |
Conference Registration |
| 5:30-7:00 p.m. |
Opening Reception |
| Monday, February 25, 2008 |
| 7:00-8:00 a.m. |
Breakfast |
| 8:00-8:15 a.m. |
Opening Remarks - Jason Beard, Professional Development Group II, Inc. |
| 8:15-9:15 a.m. |
Building A Bridge Over Troubled Water
How can institutions in Higher Education remain relevant? How can Universities enhance their competitive advantage? The answers are evident in the willingness of universities to transform themselves and to embrace change. Dean Akande maintains that what Universities are should never change but how they deliver their mission should always be changing.
Dr. Benjamin Ola. Akande
Webster University
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| 9:20-9:50 a.m. |
Benchmarking Survey
We will review the results of the annual survey for P-Card use in higher education. This year’s expanded format will include benchmarking results based on the participation and completion of the survey by participants and other parties interested in the Cards on Campus conference.
Jeff Carter & Steve Stire
The Iridium Group
Participate in the survey here: http://www.prodev.com/conferences/cards/2008/survey.html
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| 9:50-10:20 a.m. |
Networking Break |
| 10:20-11:20 a.m. |
Customer Service
Customer service is not just for the local retailer or supermarket. It is important for institutions of higher learning, particularly in today’s highly competitive environment. Everyone should consider what customer service means in the context of their organization. So, prepare to receive as well as give 2 cents worth of winning approaches to providing outstanding customer service. You might be surprised where it can lead.
Barry Greenberg
Southern Illinois University Edwardsville
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The Calm Before the Storm, Incorporating the P-Card in Your Disaster Plan
No one is immune to Mother Nature and her sudden, often devastating, mood swings. Is your institution prepared for the worst? Are you equipped to continue operations during and following a natural disaster? P-cards can play a vital role in disaster planning and recovery. Learn what others are doing and what options are available through p-card programs so that if disaster strikes, you’ll be ready.
Christopher Freeman
LSU Health Sciences Center
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| 11:20-11:30 a.m. |
Break |
| 11:30-12:30 p.m. |
Unannounced Pcard Audits
Thinking about making the transition from announced to unannounced Pcard audits? Find out the benefits and pitfalls of unannounced audits and how Ohio University successfully made the transition. Hear about what to look for and how many months to audit at a time and why. In this dynamic session, you will find out why training in the field and follow-up is so crucial to your program. Sue Shaw and Cindy Meyer - Ohio University
Sue Shaw and Cindy Meyer
Ohio University
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Customizing PaymentNet for Illinois State University
Where do we begin? Topics to be covered include: Chart of Accounts, Mapper/Import, Software (demo) and questions, What is essential for tracking in software and how (e.g. equipment/travel), Challenges.
Susan Fish & Dave Carson
Illinois State University
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| 12:30-1:30 p.m. |
Luncheon |
| 1:30-2:30 p.m. |
The Challenges and Lessons from Moving Your P-Card Program to a New Provider The do's and don'ts of surviving a conversion. Where do you begin? Is now the time to change policies and procedures? How can you improve your program? How can you effectively communicate to your cardholders when to expect the change? Learn what to plan for, what to expect and what NOT to do. Understand what is required for a smooth transition and how you can build a great relationship with your new provider. Join us in learning how the University of Oklahoma survived the process when they changed Pcard providers and lost 2/3rds of their Pcard team all at the same time.
Suzanne Carter
University of Oklahoma Health Sciences Center
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Rules of the Game: An approach to maintaining P-card Compliance as well as NCAA Compliance with in Athletics Departments (without going completely insane)
P-cards in Athletic departments present some unique situations in that one must maintain not only p-card compliance but also NCAA compliance. This session will discuss some different ways to maintain and keep your p-cards compliant while maintaining NCAA compliance and providing the correct documentation for both parties. We will discuss details needed for both contest and recruiting expenses, items that can and should send up red flags, some different strategies to maintain an efficient audit process for both the NCAA and internal University auditors and appropriate disciplinary action when needed.
Nicky Bruckhart
University of Denver
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| 2:30-2:50 p.m. |
Break |
| 2:50-3:50 p.m. |
Adapting Your Defense - Fraud Trends and Responses
Learn what the bad guys are doing to pilfer payment power. Then learn about the process and technology-based defenses that issuers, associations and peer organizations have in place to reduce or stop criminal card usage. The discussion will draw on law enforcement and industry analysis as well as specific case studies to update you on trends. How to educate your cardholders and how to work with the your issuer's Fraud Team are key points of emphasis.
Noel Pedroza, Fraud Manager
GE Money - Corporate Payment Services
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| 3:50-4:10 p.m. |
Networking Break |
| 4:10-5:10 p.m. |
Share Practices & Learn From Your Peers During Our P-Card Roundtable Discussions Join our roundtable discussions where we will gather in small groups to discuss best practices, growth opportunities and other hot PCard topics! Peer topic group discussions will include areas such as Travel Cards and Policies, Program Audits and Field Reviews, Electronic Training Successes, Bank Provider Pros & Cons, Let’s Talk Technology, What and Who Might My Resources Be, What are my Program Challenges, and Tips on Growing your Current Program. The roundtable discussions are a great way to meet other colleagues and share ideas and common issues. Don’t forget to bring your business cards! Topics Include: Travel Cards and Policies, Program Audits and Field Reviews, Electronic Training Successes, Bank Provider Pros and Cons, Let’s Talk Technology, What and Who Might My Resources Be?, What are my Program Challenges? Tips on Growing your Current Program.
Coordinated by: Paula A. Taylor
University of Maine System
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| Tuesday, February 26, 2008 |
| 8:00-9:00 a.m. |
Breakfast |
| 9:00-10:00 a.m. |
Effective Communication: Making Sure What You Say Is What They Hear From day-to-day informational e-mails to implementing major initiatives for your program, effective communications with your cardholders and ERP system users are critical to a successful p-card program. Learn the principles of effective communication and how to apply them to your program, in e-mails, phone calls, training presentations, web sites, and more. Participants are encouraged to share their communication challenges and success stories.
Lesley Lackore, CPCP
Iowa State University
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A - Z P-Card Review Program Not enough resources in your Internal Audit Department? Do you need a PCard Review Program to begin administering successful PCard field reviews? Hear all about a tested, working procedure that was developed to support policies, promote great communication, compliment current training, ensure control compliance and increase the visibility of your overall PCard program. And walk away with a complete A – Z PCard Review Program. Session will provide participants with procedural step by step instructions and access to electronic forms and letters that can be modified to fit any existing PCard program.
Paula A. Taylor
University of Maine System
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| 10:00-10:30 a.m. |
Networking Break |
| 10:30-11:30 a.m. |
Working Together – A/P and Procurement
We most often report to the same divisional officer, but how well do we work together? There are many benefits to Accounts Payable and Procurement working together as a team, such as:
- Efficiency
- Training
- Compliance Reviews
- Customer Service
We don’t have to work in the same office, or report to the same manager to create a team. Learn how to effectively create an A/P and Procurement team, and begin reaping the benefits!
Marty Newman, CPPB
University of Maryland
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When Good Cardholders go Bad
What happens when someone intentionally or accidentally misuses their Pcard? Check out our step-by-step disciplinary process. Find out how to communicate with wayward cardholders and their supervisors and hear our success stories.
Sue Shaw and Cindy Meyer
Ohio University
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| 11:30-12:30 p.m. |
Luncheon |
| 12:30-1:30 p.m. |
Developing Your Online Training Program Web-based training is just one tool you may use to educate your cardholders and others about your program. In developing your online training, you'll need to consider how this tool matches the needs of your p-card program and your campus. This session will include a demonstration of the Iowa State University online cardholder certification program, used for periodic retraining of cardholders, but also to teach ERP system users about p-card program policy, and in response to cardholder compliance issues.
Lesley Lackore, CPCP
Iowa State University
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Implementing Third Party Software for Purchase Card Reconciliation, Out of Pocket Reimbursement, and Cash Advance Administration In an effort to gain efficiencies, paper driven processes for P-card reconciliation, expense reimbursement and cash advances were replaced with an automated third party software program. The lessons learned from the implementation process could apply to almost any business.
Dennis Miller
University of San Francisco
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| 1:45-2:15 p.m. |
Vendor Showcase: MasterCard
- Increasing Payment Choice and Flexibility through MasterCard’s Convenience Fee Program
- Commercial Solution for Reconciliation of Intragovernmental Activity
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Vendor Showcase: VISA IntelliLink
Purchasing and Travel Cards – Oversight, Control and Accountability, the next generation
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| 2:20-2:50 p.m. |
Vendor Showcase: GE
Wiring your Payment Process with vPayment – Learn how progressive institutions are using the GE vPayment e-settlement tool to increase control and streamline administration of their payables process. From integrated AP and procurement to on-demand spot buying, vPayment utilizes patented technology to give you to-the-penny settlement and hands free reconciliation.
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Vendor Showcase: Chase
Maximize Working Capital with the use of Efficient Purchasing Solutions – We understand you compete more effectively by controlling costs and consolidating back-end processes such as purchasing. JPMorgan Chase Commercial Card solutions offer leading technology to help simplify your purchasing and payment processes and achieve measurable bottom line savings. Learn how our latest technology, ExacTrac, will address your need for control and efficiency, and give you insight into proven ways to strengthen your overall program performance.
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| 3:15-4:15 p.m. |
Beyond P-Card: "Other" Card Solutions for Colleges and Universities In order to maximize efficiencies at your school, this 60 minute session will discuss the features and benefits of travel, fleet, integrated, debit, and prepaid card solutions. Also, the resources and tools which support those programs will be addressed.
Daniel W. Rose
MasterCard Worldwide
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Data Mining CSI (Capture, Select, Investigate) A case study of how the University of Illinois captures and selects transaction data to investigate for monitoring program compliance. A sampling of the reports used along with step-by-step illustrations of the analysis performed and the actions taken will be demonstrated.
Stephen A. Wiggs
University of Illinois
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| Wednesday, February 27, 2008 |
| 8:00-9:15 a.m. |
Breakfast |
| 9:15-10:15 a.m. |
Identify Theft and Your Cardholders
Each year, approximately 10 million Americans fall victim to identify theft, according to a 2004 Federal Trade Commission report. Credit card fraud tops the list, with most committed by a co-worker, or an employee of a business the cardholder patronized. Teaching cardholders how to safeguard their purchasing card account reduces your institution’s risk. Teaching cardholders how to keep their personal accounts safe is an investment in employee’s financial wellbeing, resulting in increased loyalty to the institution, empowered employees, and a positive impact on the economy. We will provide you with the commentary; you provide the care and concern.
Marty Newman, CPPB - University of Maryland; Darren Muise - VISA
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| CPE CREDITS |
 NASBA CPE Credit Information --
Program Level: Advanced • Prerequisites: You must work in a University's P-Card Program. • CPE Credits: (12) CPE credits • Advanced Prep: None • Delivery Method: Group-Live • Professional Development Group II, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org.
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| HOTEL |
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The International Plaza Resort & Spa
Enter the lavish gates of the International Plaza Resort & Spa and discover a tropical paradise filled with exotic flowers, charming wood bridges and unique décor. Walk through our main doors and you’ll be greeted by majestic African Greys and tropical birds inside our stunning main lobby. Conveniently located just minutes from Walt Disney World, Universal Studios and the Orange County Convention Center, the International Plaza Resort & Spa offers the perfect setting for any occasion. Enjoy lush, native palm trees, select amenities and deluxe hotel accommodations set to the highest standard of personal comfort. With our variety of services and features, it’s easy to see why we’ve become so popular among Orlando resorts for both leisure and business travel. The International Plaza Resort & Spa is located at 10100 International Drive, Orlando, FL 32821.
PDG has been able to secure a special REDUCED room rate of $129 single/double (plus tax). In order to receive this rate call (800) 327-0363 or visit www.intlplazaresort.com. Make sure you mention you are attending PDG's P-Cards Conference. The group code is PDG223. This rate extends three days prior to the conference dates and three days after. Please make your reservations early in order to avoid disappointment.
Please note: The room rate was reduced to $129 on 12/04/07. This rate also will be retroactively applied to all reservations made prior to 12/04/07.
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| TRANSPORTATION |
AIRPORT
Orlando International Airport driving directions: Take I-4 to Exit 72-Beachline Expressway (which is also known as 528). Then take the International Drive/SeaWorld exit (Exit 1). Go through the light, the international Plaza Resort and Spa is on the left.
TAXI
A taxi from the airport to the hotel is approximately $30 each way. There is also a shuttle service from the airport that costs $16.
RENTAL CAR
PDG has been able to secure a special discount agreement with AVIS. To obtain additional information or to make your reservations, call or have your travel agent call 800-331-1600 and refer to J097836. Click here to book your car rental on-line.
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| SPONSORS/EXHIBITORS |
| Click here to download the 2008 Cards Vendor Packet (.pdf)
Click here to see last year's list of 240 attendees (.pdf)
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| BROCHURE |
| Click here to download the 2008 P-Cards Brochure (3.7MB pdf)
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| REGISTRATION |
| Register Online Now!
REGISTRATION FEES
The registration fee for PDG's 11th National P-Cards on Campus Conference is $540. The fee includes three breakfasts, two luncheons, one reception, all refreshment breaks, and all conference materials. If you plan to have two people attend for only part of the conference, each person must pay the full registration fee. Please note: the conference sessions, luncheons, and breakfasts are for registered conference participants only. Please complete and return the registration form as soon as possible. A check, purchase order, or credit card information should accompany the form. Or, you may register on-line at www.prodev.com on our secure, credit card safe, server. Registration confirmation will be e-mailed within five business days of receipt. If an e-mail is not provided, standard mail will be used. If you do not receive a confirmation, please phone PDG to verify your registration before you depart for the conference. PDG will request payment at registration if your purchase order or payment has not reached our office prior to that time. For additional information, please call us at 800-488-6341 or e-mail us at info@prodev.com.
REFUNDS
Requests for refunds will be honored only if notification of cancellation is received in writing (fax or e-mail) by February 3, 2008. Cancellation by telephone is not sufficient. Registrants who fail to cancel will not be refunded their registration fee. A $50 administrative fee will be charged for all cancellations. No refund will be honored after the conference. Substitutions may be made if registrant cannot attend. Please notify PDG of substitutions by telephone at 800-488-6341, fax 812-339-0138, or e-mail info@prodev.com.
CANCELLATIONS & SUBSTITUTIONS
In the event of cancellation or change in hotel or date, registrants will be notified by mail. Professional Development Group II, Inc. will not be responsible for expenses involved with a cancelled conference. PDG reserves the right to substitute speakers without notice.
SMOKING POLICY
Smoking is not permitted during the conference, at meals, refreshment breaks, the receptions, or in the registration or exhibit areas.
DRESS CODE
Business casual dress is suggested for all events.
CONTACT INFORMATION: For more information regarding refund, complaint and/or program cancellation policies, please contact our office at 800-488-6341.
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| ORLANDO |
| Orlando Convention and Visitors Bureau
Current weather conditions in Orlando
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Photos courtesy of the Orlando CVB
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