|AGENDA | SPEAKERS | PRE-CONFERENCE | SESSION DESCRIPTIONS | POLICIES | CPE CREDITS|
The 17th 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.
The Value of the P-Cards on Campus Program
|Who Should Attend?
|Sunday, February 17, 2013|
|1:00 - 6:00 pm
P-Cards Basics Workshop: “Bright lights, Big City – Navigating Through the Basics of Purchasing Card Programs”
|Additional Fee to Attend|
|6:00 - 7:30 pm||Welcome Reception|
|Monday, February 18, 2013|
|7:00 - 8:00 am||Breakfast and Registration|
|8:00 - 8:30 am||
Opening General Remarks
|8:30 - 9:30 am||
Benchmarking Survey, Denise Obrien, Michigan State University & Darren Muise, VISA Complete the Survey Online Here
|9:30 - 10: am||Networking Break|
|10:00 - 11:00 am||
How Can We Effectively Use Purchasing Card Data – Let’s Discuss the Ways . . .
“Decisions….Decisions”: Implementing ACH vs. Purchasing Cards at your Institution
|11:00 - 11:15 am||Transition Break|
|11:15 am - 12:15 pm||OMG! - 'Optimally Managing Growth' for your Program
Florianne Irwin, University of Vermont
“Selling Your Decision”: Strategies for Hitting a Home Run with Management
|12:15 - 1:15 pm||Lunch|
|1:15 - 2:15 pm||
Research Participant Payments - Which tools do you need in your Payments Toolkit?
eCard Payments: Expanding Your Card Program to Next Frontier
|2:15 - 2:30 pm||Transition Break|
|2:30 - 3:30 pm||
Implementing and/or Re-inventing your P-Card Program
Get Your P-Card in the Game
|3:30 - 4:00 pm||Networking Break|
|4:00 - 5:00pm||
Legislative and Regulation Discussion
|Tuesday, February 19, 2013|
|8:00 - 9:00 am||Breakfast and Registration|
|9:00 - 9:15 am||General Remarks:
Jason Beard, President & CEO, Professional Development Group II, Inc
|9:15 - 10:15 am||
Essential Leadership Skills for Challenging Times
|10:15 - 10:45 am||Networking Break|
|10:45 - 11:45 am||
Working WITH Auditors
Merging Systems: Purchasing Card Program integration with an ERP System
|11:45 am -12:45 pm||Lunch|
|12:45 - 1:45 pm||
Changing Your P-Card Provider - "Really, It's Not You...It's Me. I Think I've Outgrown This Relationship."
Forms-R-Us: Everything You Have Ever Wanted to Know about P-Card Forms, but Were Afraid to Ask
|1:45 - 2:00 pm||Transition Break|
|2:00 - 3:00 pm||
Data Analysis and Auditing with Excel Pivot Tables
Who’s got your cardholders back? Purchasing Card Fraud Detection and Prevention
|3:00 - 3:30 pm||Networking Break|
|3:30 - 4:45 pm||
Speed Dating with Presenters and Sponsors - Networking Session
|Wednesday, February 20, 2013|
|8:00 - 9:00 am||Breakfast|
|9:00 - 9:15 am||Closing Remarks:
Jason Beard, President & CEO, Professional Development Group II, Inc.
|9:15 - 10:45 am||Roundtable Discussion|
|10:45 am||Conference Concludes|
When you come to a conference, it is the objective to talk to as many people as you can to find out what programs and process others are using and learn from them. However, it can be daunting to try to network with all in attendance. But given the right opportunity, a quality exchange can have a lasting impression.
This fast-paced networking event will provide attendees the opportunity to meet with sponsors, speakers and other attendees at the conference. The goal is to foster an interactive environment between small groups in hopes of creating some short, high impact exchanges. It’s amazing what can be accomplished in ten minutes!!! Join us for this networking session to start building new connections taking place on Tuesday, Feb. 19 at 3:30pm.
Again this year, we will be collecting information from schools about the size, technology used, and office responsibilities. We are asking that all purchasing, controller and procurement offices complete this survey online at http://www.prodevmedia.com/conferences/cards/2013/survey/. The deadline for submitting the survey is Friday, February 8th, 2013 so the results can be compiled for the Conference. The results will be presented on Monday, February 18, 2013 at 8:30 am at the P-Cards Conference – make sure you are in attendance as you will not want to miss this relevant presentation from Denise O’brien with Michigan State University and Darren Muise with Visa. We will be emailing the results so that you see what other schools across the nation are doing in their offices and how you fit in. If you have any questions please email firstname.lastname@example.org.
Dr. Jairy C. Hunter, Jr., Keynote Speaker
Dr. Jairy C. Hunter, Jr. is President and Professor of Business Administration at Charleston Southern University. His career entails extensive teaching and administrative experience in public and independent higher education. Dr. Hunter has served as Vice Chancellor for Business Affairs, Vice Chancellor for Development, and Associate Professor of Accounting at the University of North Carolina at Wilmington; Vice President for Administration at Broward Community College and Vice President for Business at Blue Ridge Technical College. He also served as Dean of Student Support Services and Associate Professor of Higher Education at Appalachian State University.
Dr. Hunter has also served in several capacities for the Commission on Colleges of the Southern Association of Colleges and Schools and currently is serving as a board of trustee member. He has served as an Institutional Effective Reader, a Financial Reader and Chair of several Peer Review Committees. Dr. Hunter has also served as a Commissioner on the Commission previously. He has been President of The Big South Athletic Conference and chaired numerous NCAA Certification visiting teams. He also served as Vice Chairman of the South Carolina Higher Education Tuition Grants Commission. He is a member of the Board of Directors for the National Association of Independent Colleges and Universities and also serves on Advisory Boards for SCANA Corporation, Bank of America, Charleston Education Network and the Charleston Symphony Orchestra. Dr. Hunter has also served on the Board of the Council of Independent Colleges and the Association of Southern Baptist Colleges and Universities.
Dr. Hunter earned a B.S. in Business, an M.B.A. and M.A. in Student Personnel Services from Appalachian State University. He received a Ph.D. in Educational Administration and Management from Duke University. Dr. Hunter serves as a member of the faculty at the College Business Management Institute at the University of Kentucky and the Business College Management Institute at the University of California, Santa Barbara.
A successful program requires a true partnership between the organization, the issuer and the association/brand. This session will discuss:
Card based payments have grown over the years. Primarily they were used for payments of large quantity, low spend expenses. They are now used as a strategic tool in the procure-to-pay process. This session will discuss growing your program: best practices in managing that growth, and using technology to assist with the growth of your program.
Do you feel like your program has matured or are you starting a new program for your organization? Planning a new implementation or reinventing your purchasing card program starts long before you issue the RFP. The University of Vermont (UVM) program started in 1998 and was ready for the next step to improve efficiencies, increase spend, and simplify their purchase-to-pay processes. This session will discuss:
What can you as; Program Managers, Administrators and staff, do to protect your cardholders?
Our faculty’s research support needs seem to match their fertile minds – almost unlimited. Traditional methods of conducting research and seeking human subjects to participate in it have gone high tech. We conduct more research online, remotely and globally than ever before. How in the world can administrative support structures hope to keep up and keep our faculty and the many research stakeholders productive, safe and secure? We will examine a variety of payment tools, pro’s and con’s, and give you lots of issues to consider as you try to develop a payments toolkit to support your institution’s research needs.
Are your Pcard program documents tired and outdated? Looking to totally revamp or improve on your existing forms? Then come join us in this informative session to learn tips and techniques for creating essential program forms. In this session we will cover everything from layout to content as well as everything in between.
What does it take to integrate a stand-alone Purchasing Card Program into an ERP System?
The intent of this session will be to review several aspects around the industry from a rules, regulation and legislative standpoint. A variety of topics will be covered such as interchange, network rules, definitions, regulations and recent legislative impacts to the industry all designed to inspire conversation, discussion and engagement from the attendees. Due to the nature of the regulatory and legislative environment the will be very few slides of actual content around these two topics, therefore discussion among the participants will be crucial. At the end of this session we hope to provide a better understand of the current environment, potential impacts to the future of the industry and answer several FAQs.
The goal of this session is two-fold; initially we’ll provide you with a general overview of the Commercial Payments Industry and the current and future perceived impacts of ePayables disbursements, ranging from lodged accounts, buyer held accounts, push payments and pull payment methodologies including discussion on interchange implications.
The second half of the presentation will provide an overview of eCard programs from a University perspective. Topics to be covered in this session include:
If you are unable to attend the conference but would like to purchase handout materials, complete packets may be purchased for $150. Presentation material will be sent electronically one week after the conference ends.
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.
Smoking is not permitted during the conference, at meals, refreshment breaks, the receptions, and in the registration or exhibit areas.
Business casual dress is suggested for all events.
NASBA CPE Credit Information
Program Level: Advanced
Prerequisites: No prerequisites and/or advance preparation is required
CPE Credit: 12 CPE credits (estimated)
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 the 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. Telephone: 615-880-4200. Web site: www.nasba.org.