PDG P-Cards Conference

Please note this is 2010 information, but the conference will follow a similar format in 2011.
Information for the 2011 event will be posted in summer 2010.

15% off registration price

GOLD SPONSOR

SILVER SPONSORS

CONFERENCE CO-SPONSOR

OVERVIEW

The 13th 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 2010 P-Cards on Campus Conference in St. Petersburg, FL February 21-24, 2010.

2010 SESSIONS (subject to change):

Interactive Panel Discussion of Open Topics, parts 1 & 2	Marty Newman, University of Maryland Allison Belton, Wake Forest Denise O'Brien, Michigan State University Barry Greenberg, Barry Greenberg Consulting
Defining and Implementing Successful Practices	Karen Brookbanks, University of Arizona
Fraud and Identity Theft: Detection and Prevention	Darren Muise, VISA
Your P-Card Program Is Under Attack; Now What?	Lorraine Ziara-Denmark, Towson University
Training, Exceptions, Compliance - Oh My!	Stephen Wiggs, University of Illinois
Developing and Implementing Cardholder Agreements	Andrew Henley, Georgetown University
Gift Card Issues	Allison Belton and Barbara Meredith, Wake Forest
P-Card Survey Results	Denise O'Brien, Michigan State University Darren Muise, VISA
You Might Need A Specialty Card If...	Clay Breazeale, Wright Express
"Ghost" Cards	Andrew Henley, Georgetown University
Breaking Up is Hard to Do	Lorraine Ziara-Denmark, Towson University
Identifying Payments as Fringe Benefits	Allison Belton and Barbara Meredith, Wake Forest
Self-Auditing Your P-Card Program	Marty Newman, University of Maryland
Credit Cards in Athletics - Are You Crazy?	Linda Kerr, University of Kansas Helen Connor, University of Alaska - Fairbanks
Two Stories of Record Retention: Centralized and Decentralized	Karen Brookbanks, University of Arizona Stephen Wiggs, University of Illinois
Leveraging Payments Technology for Higher Volume Spend	Elaina Siok, Citi Global Transaction Services
Grant Accounting and Credit Cards	Linda Kerr, University of Kansas Helen Connor, University of Alaska - Fairbanks
Tracking Purchasing Spend Data to Facilitate 1099 Reporting	Speaker TBA, MasterCard
Roundtable Discussion

COST OF CONFERENCE: $499 (15% lower than the price of the 2009 event!)

NEW THIS YEAR: Use your training budget for travel costs and let PDG take care of your hotel reservation! $500 for three hotel nights (includes all taxes and fees). Available on the registration form below conference costs.

PRESENTATIONS & HANDOUT MATERIAL
In an effort to reduce waste and decrease the use of paper products at the meeting, there will be no paper copies of session presentations or handouts at the event. One week before the conference, you will be provided with a web link to the available presentations. At that time, please review them and print the ones you’d like to have at the conference. The presentations will be available online for 6 months after the event.
If you are unable to attend the conference but would like to purchase the presentation/handout materials, complete packets may be purchased for $150. Presentation material will be e-mailed one week after the conference ends. There is a place on the registration form where you can specify presentation materials only. Please contact PDG by telephone at 812-339-6374, fax 812-339-0138, or email info@prodev.com if you have any questions.

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WORKSHOP (subject to change)

P-Cards Basics That Squeeze More Paper out of Accounts Payable

Companies are rapidly expanding their purchasing card (p-card) programs to eliminate invoice processing across all categories of spending. But there’s still room for growth! Find out how organizations just like yours are rapidly expanding their programs to include new commodity types while increasing control, minimizing risk, reducing paper and achieving improved productivity in AP. This 4-hour workshop will cover:
• P-Card Basics
• Control Features
• Expanding Usage
• Calculating your current processing costs
• Benchmarking your p-card program with others
• Payment matrix guidelines
• Policing the process
• P-Card commodity types
• Ghost card usage
You’ll come away with a slew of ideas to slash excessive invoice volumes and stop those angry vendor phone calls about late payments.

Workshop Leader: Ted Klein, IOMA Director of Education
Workshop Fee: $149 (you do not need to attend the conference to attend the workshop)

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In partnership with IOMA (Institute of Management and Administration), a complete Accounts Payable Training and Certification program will be presented during the PDG P-Cards conference. IOMA is unique in its expertise in developing and presenting AP training to payable specialists and managers. The AP track covers a day and a half of dedicated, up-to-date training on invoice handling, 1099s, e-invoicing, audits, checks and a host of other relevant AP issues. The AP track at the conference runs concurrently with the Monday and Tuesday tracks designated for P-Cards and related topics.

Even more exciting is the opportunity for each person attending the AP track to also register for the Accounts Payable Specialist or Manager certification exam on Tuesday afternoon. The AP certification demonstrates to the Accounts Payable industry that you have reached the highest level of knowledge and ability in Accounts Payable processing and management. Upon becoming certified, you are immediately elevated to a status only about 4,500 other colleagues have achieved.

IOMA logo Of course, if you choose not to register for the certification exam, you are welcome to attend the remaining Tuesday afternoon sessions at the P-Cards Conference. Learn what other professionals like you are doing to solve the numerous problems that arise. The PDG P-Cards on Campus Conference is considered the best, most comprehensive, and friendliest conference available to the higher education community.

This is truly a unique and remarkable opportunity for all with AP and, yes, even P-card responsibilities.

This conference and the workshops qualify for up to 15 CEUs (4 for the conference sessions, 3 for the P-Cards workshop, and 7 for the AP Certification program), towards APM and APS certification renewal.

The fee for this training and certification program is $620 (includes workbook). There is an additional fee of $220 to sit for the certification exam on Tuesday afternoon. The fee includes the cost for the exam as well as a study guide workbook and exam processing.

AP Training Schedule*
Monday		Tuesday
10:30 - 11:30	Internal Controls	10:45 - 11:45	Management
12:30 - 1:30	Process Functions	1:00 - 3:00	Accounts Payable Certification Training
1:45 - 2:45	Vendor File, Tax & Travel
3:15 - 4:15	Technology

*Please refer to full conference agenda for session times, breaks and meals

For more information about the APM/APS certification seminar, please call Ted Klein at 973-718-4704 or email Tklein@ioma.com.

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SPEAKERS

Jason Beard	Professional Development Group II, Inc.
Allison Belton	Wake Forest
Clay Breazeale	Wright Express
Karen Brookbanks	University of Arizona
Helen Connor	University of Alaska - Fairbanks
Barry Greenberg	Barry Greenberg Consulting
Andrew Henley	Georgetown University
Linda Kerr	University of Kansas
Ted Klein	IOMA
Barbara Meredith	Wake Forest
Darren Muise	VISA
Marty Newman	University of Maryland
Denise O'Brien	Michigan State University
Elaina Siok	Citi Global Transaction Services
Stephen Wiggs	University of Illinois
Lorraine Ziara-Denmark	Towson University

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AGENDA Subject to change

Sunday, February 21, 2010
12:00 - 1:00	Workshop Registration
1:00 - 5:00	Workshop: P-Card Basics That Squeeze More Paper Out of Accounts Payable See description above. Ted Klein, IOMA
3:00 - 5:30	Conference Registration
5:30 - 7:00	Welcome Reception
Monday, February 22, 2010
7:00 - 8:30	Registration & Breakfast
8:30 - 9:00	Welcome & Opening Remarks
9:00 - 10:00	General Session: Interactive Panel Discussion of Open Topics - Part 1 PDG has listened to your suggestions and we offer to you the opportunity to participate in 2 one-hour, interactive sessions completely devoted to any topics you wish to initiate. We have placed these interactive sessions early in the conference agenda and separated by a refreshment break so that you may identify other conferees with similar problems, concerns and solutions. Marty Newman, University of Maryland; Allison Belton, Wake Forest; Denise O’Brien, Michigan State University; and Barry Greenberg, Barry Greenberg Consulting
10:00 - 10:30	Refreshment Break
10:30 - 11:30	General Session: Interactive Panel Discussion of Open Topics - Part 2 See description of Part 1 above. Marty Newman, University of Maryland; Allison Belton, Wake Forest; Denise O’Brien, Michigan State University; and Barry Greenberg, Barry Greenberg Consulting
11:30 - 12:30	Luncheon
12:30 - 1:30	Defining and Implementing Successful Practices This session will outline the best practices relating to Higher Educational Institutions. Karen will cover implementation of best practices and reviewing for effective management of program. Discussion will include how to foster communication with program participants, card enhancements, controls, networking, and Programmatic maintenance. Karen Brookbanks, University of Arizona	Training, Exceptions, Compliance - Oh My! Training - how do you deliver comprehensive training over a diverse work group and wide geographical boundaries? What training method works best, face-to-face, self-paced Web tutorials, Webinars? What is the impact on your resources? How do you track? Exceptions - are you finding that you are receiving more and more exception requests? Is your program too restrictive? Are your policies keeping up with the changing market place and ecommerce? How do you manage and track? Compliance - all programs are monitored for compliance in one way or another but how do you manage it? What are the consequences? How do you impose and track? This session will provide an overview of strategies that work and demo easy to create solutions for tracking. Stephen Wiggs, University of Illinois
1:30 - 1:45	Transition Break
1:45 - 2:45	Fraud and Identity Theft - Detection and Prevention This session will be in two sections: 1) Fraud - Defining fraud and some best practices around preventing and detecting it. 2) Identify Theft - What is Visa doing, how to protect yourself and your cardholders - and some information from the Federal Trade Commission. Darren Muise, VISA	Developing and Implementing Cardholder Agreements The Cardholder Agreement is the cornerstone of effective control over the use of a P-card. Yet many variations of cardholder agreements exist. After discussions with its own Internal Audit and Legal Affairs, Georgetown University recently revamped its cardholder agreement. This session will highlight the primary differences and similarities between cardholder agreements from various higher education institutions as well as present the lessons learned from Georgetown's experience. The session will focus on key elements to cardholder agreements as well as reasons for necessary variation. Andrew Henley, Georgetown University
2:45 - 3:15	Refreshment Break
3:15 - 4:15	Your P-Card Program Is Under Attack; Now What? How one university handled the problem of internet theft when 40% of its cardholders had their accounts compromised, followed by discussion of how other schools have handled this type of attack. Lorraine Ziara-Denmark, Towson University	Gift Card Issues Have you ever wondered what other Universities do regarding gift cards? If so, come be a part of an open discussion to see what Wake Forest University does to deal with this ever growing problem and engage in an open discussion of what other Universities are doing with their gift cards. Topics to be covered: gift cards purchased with a University credit card, employees purchasing gift cards and seeking reimbursement, unused gift cards, gift cards issued to research participants. Allison Belton and Barbara Meredith, Wake Forest
Tuesday, February 23, 2010
7:15 - 8:15	Breakfast
8:15 - 8:30	Opening Remarks
8:30 - 9:15	General Session: P-Card Survey Results 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 P-Cards on Campus conference. Denise O’Brien, Michigan State University; Darren Muise, VISA
9:15 - 9:30	Transition Break
9:30 - 10:30	You Might Need A Specialty Card If... As a program administrator, you look to maintain controls while finding innovative ways to leverage your existing program to grow your spend while favorably impacting your efficiencies and information management. A corporate payment solution program is set up to do much more than just procurement. In this session, we will discuss how a specialty card can: handle any & all reoccurring transactions, manage NCAA recruit spending & data collecting, control fuel consumption while favorably impacting vehicle maintenance, leverage virtual card/Single Use Ghost Accounts to impact your PO efficiencies, and centralize high-end travel expenses. Clay Breazeale, Wright Express	Self-Auditing Your P-Card Program Are you looking for ways to increase oversight of your decentralized purchasing card program without increasing your workload? In this session you will learn how to create a compliance review that is performed and certified by your deans, directors and department heads. This innovative approach will add a layer of review while reducing liability and deterring fraud. Marty Newman, University of Maryland
10:30 - 11:00	Networking Break
11:00 - 12:00	"Ghost" Cards The term "Ghost Card" is a catch-all used to describe P-cards used for specific administrative purposes/offices/vendors. For the past year Georgetown University has been researching and implementing a roll-out of Ghost Cards in an effort to streamline payment processes and drive up P-card spend. This session will highlight the lessons learned from Georgetown's recent experience, present variations used by other higher education institutions, and discuss the pros and cons of Ghost Card use. Particular emphasis will be placed on controls implemented to keep the the Ghost Card used for its intended purpose. Andrew Henley, Georgetown University	Credit Cards in Athletics Who would ever put a credit card in the hands of coaches – every University's nightmare maverick problem “children”? Can they be trusted? All the NCAA rules, regulations and reporting requirements have finally reined in these famous mavericks. Join us in the amazing (scary) journey through this quagmire. Linda Kerr, University of Kansas; Helen Connor, University of Alaska - Fairbanks
12:00 - 1:00	Luncheon
1:00 - 2:00	Breaking Up is Hard to Do Changing your purchasing card bank can be difficult. Whatever your current relationship with your financial institution, change is challenging. Thought and planning can make the change less painful. Lorraine Ziara-Denmark, Towson University	Two Stories of Record Retention: Centralized and Decentralized What is the best practice for document retention, centralized or decentralized? This session will start with two short stories on centralized and decentralized document retention processes, and the benefits and shortcomings of each, then engage everyone in an interactive discussion on what may be considered as a best practice for your organization. Come and join in. Karen Brookbanks, University of Arizona; Stephen Wiggs, University of Illinois
2:00 - 2:15	Transition Break
2:15 - 3:15	Identifying Payments as Fringe Benefits Have you ever seen an invoice or voucher come through AP and think..."I would like to have that!"? If you answered yes, then you have successfully identified a fringe benefit. Find out in this session whether it's a taxable fringe benefit. After you have identified the payment and determined its taxability, what do you do with it? Is it reportable? Does AP process it or Payroll? What if it was charged on the University credit card? Does it go on a 1099-MISC or a W-2? Allison Belton and Barbara Meredith, Wake Forest	Leveraging Payments Technology for Higher Volume Spend Kristine Malley and Elaina Siok of Citi will be presenting the latest in payments technology for clients with existing P-Card programs with any issuer. A Buyer Initiated Purchase Card is a logical transition for clients moving to electronic payments who are active users and want to increase their P-Card usage and rebates. The discussion will demonstrate ways in which your organization can: P-Card for settlement on PO and workflow processes they wish to maintain Capture more transaction volumes and additional rebate monies Improve speed of pay to suppliers without losing float Find additional check reduction opportunities from ACH Elaina Siok, Citi Global Transaction Services
3:15 - 3:45	Networking Break
3:45 - 4:45	Tracking Purchasing Spend Data to Facilitate 1099 Reporting Speaker TBA, MasterCard	Grant Accounting and Credit Cards Researchers with credit cards! You can’t corral them now, so how do you ensure the correct grant gets charged? How do you keep them from overspending? What about grant end dates? What are some of the issues associated with grants and credit cards? Learn how to plan and avoid the “rocks” that are associated with grant accounting. Linda Kerr, University of Kansas; Helen Connor, University of Alaska - Fairbanks
Wednesday, February 24, 2010
8:00 - 9:15	Breakfast
9:15 - 10:15	Roundtable Discussion Here's your opportunity to ask and respond/listen to questions about any outstanding topic. It's a final chance to pick up a nugget or two in a highly interactive and free-wheeling discussion before the conference ends. moderated by Barry Greenberg, Barry Greenberg Consulting

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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 (estimated) • 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.

The conference is also eligible for CPCP, CPM, and APM/APS credits.

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HOTEL

Hilton St Petersburg
Welcome to the Hilton St. Petersburg Bayfront hotel located in the waterfront district of downtown St. Petersburg, Florida. Whether you have come to St. Petersburg to conduct business or simply relax, the best of St. Petersburg beckons nearby. World class accommodations along with legendary Hilton hospitality add up to pleasure, pure and simple. As the centerpiece of St. Petersburg, downtown offers some of the finest cultural attractions in Florida, coupled with some of the top businesses in the nation - all conveniently located just outside the front doors.

PDG has been able to secure a special room rate of $149 single/double (plus tax). In order to receive this rate call 800-944-5500 or book online. Make sure you mention you are attending PDG's P-Cards Conference. This rate extends three days prior to the conference dates and three days after. Please make your reservations early in order to avoid disappointment.

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TRANSPORTATION

AIRPORT
Hilton St. Petersburg Bayfront is located near three airports. Tampa International Airport is approximately 22 miles, 30 minutes, from the hotel. A Super Shuttle costs about $25 and a taxi costs about $40, each one way. The St. Petersburg-Clearwater International Airport is approximately 15 miles, 20 minutes, from the hotel and a taxi costs about $30 one way. The Albert Whitted Airport is about 1 mile, a 2 minute drive, from the hotel.

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.

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SPONSORS/EXHIBITORS

Download the 2010 Cards Vendor Packet (pdf).

Click here to see the 2009 list of attendees (pdf)

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BROCHURE

brochure cover Click here to download the 2010 P-Cards Brochure (pdf).

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REGISTRATION

REGISTRATION FEES
The registration fee for PDG's 13th National P-Cards on Campus Conference is $499. 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 online on our secure, credit card safe, server. Registration confirmation will be e-mailed within five business days of receipt. If an email address 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 812-339-6374 or email us at info@prodev.com.

Workshop fee: $149

IOMA/TAPN AP Training & Certification Program: $620 (no exam); $840 (exam included)

REFUNDS
Requests for refunds will be honored only if notification of cancellation is received in writing (fax or email) by February 3, 2010. 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 812-339-6374, fax 812-339-0138, or email 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, 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 812-339-6374.

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ST. PETERSBURG

Current weather conditions in St. Petersburg

St. Petersburg/Clearwater Area CVB