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P Cards Overview

 

PDG P-Cards Conference | February 8-11, 2015


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AGENDA SPEAKERS PRE-CONFERENCE SESSION DESCRIPTIONS POLICIES CPE CREDITS

Professional Development Group's
18th National P-Cards on Campus Conference
February 8-11, 2015 | San Antonio, TX | The Wyndham San Antonio Riverwalk

2015 CONFERENCE OVERVIEW


The 18th 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.

"I attended my first conference in February and I truly see the value in the relationships that I've built with other higher education colleagues and the knowledge I brought back with me to my University. After attending your conference, I was fully charged to change our current program..."
- 2012 Conference Attendee

Who Should Attend?

  • P-Card Administrators
  • Purchasing Departments
  • Accounts Payable
  • Procurement
  • Compliance/Auditor
  • Business Officers\Services
  • Student Financial Services
  • Controllers
  • Cashiers
  • Travel Services
  • Chief Fiscal Officer
  • Treasurer
  • Treasury Managers

heap-con-9-b.jpgNew Accounts Payable Track
PDG is pleased to bring you HEAP Con – our Higher Education Accounts Payable track at this year's P-Cards on Campus event. Come learn and discuss the latest on all things AP! From vendor enrollment, to electronic payments, to card options and products, we have you covered! Meet with our experts and vendors, all knowledgeable on AP and ready to meet with you in the same quality environment you have come to expect from PDG.


2015 Agenda

Sunday, February 8, 2015
1:00 - 6:00 pm
*Additional Fees*

P-Cards Basics Workshop

Additional Fee to Attend
6:00 - 7:30 pm Welcome Reception
Monday, February 9, 2015
7:00 - 8:00 am Breakfast and Registration
8:00 - 8:30 am

Opening General Remarks
Jason Beard, President & CEO, Professional Development Group II, Inc

8:30 - 9:30 am

Keynote: The Art of Fraud, How to Identify and Prevent

9:30 - 10:00 am Networking Break
10:00 - 11:00 am

 

 

 

11:00 - 11:15 am Transition Break
11:15 am - 12:15 pm

 

 

 
12:15 - 1:15 pm Lunch
1:15 - 2:15 pm

 

 

 

2:15 - 2:30 pm Transition Break
2:30 - 3:30 pm

 

 

 

3:30 - 4:00 pm Networking Break
4:00 - 5:00pm

General Session

Tuesday, February 10, 2015
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

 

10:15 - 10:45 am Networking Break
10:45 - 11:45 am

 

 

 

11:45 am -12:45 pm Lunch
12:45 - 1:45 pm

 

 

 

1:45 - 2:00 pm Transition Break
2:00 - 3:00 pm

 

 

 

3:00 - 3:30 pm Networking Break
3:30 - 4:45 pm

 

Wednesday, February 11, 2015
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  
10:45 am Conference Concludes

Speakers

Keynote

glennhelms.jpgGlenn L. Helms, Ph.D., CPA, CIA, CISA, CFF, CITP
The Art of Fraud, How to Identify and Prevent

Dr. Glenn L. Helms was the Arthur Young Fellow in IT Auditing at the University of Houston and has served as Director of Certification for the International Certified Information Systems Auditor program. He has served on numerous national and international academic and professional committees, including the American Institute of Certified Public Accountant's Auditing Standards Board's Computer Auditing Subcommittee and its Specialized Accreditation Board.

He has numerous years experience in public accounting and serves as a consultant to various organizations. He has provided consulting services to Fortune 100 firms, Big Four CPA firms, financial institutions, government agencies and various other entities throughout North America, Europe, and the Pacific Rim.

He has presented over 2,000 professional seminars and has published over 50 articles in a wide range of practitioner and academic journals. He has served on the editorial advisory boards of several national and international journals. His books address security, fraud, and internal controls (for small and public entities) in a variety of systems, including E-commerce and cloud computing.

He has written numerous books, including six books for the AICPA – Purchasing, Inventory and Cash Disbursements: Common Frauds and Internal Controls, Revenue and Cash Receipts: Common Frauds and Internal Controls, Internal Controls and IT: Reliable Reporting and Fraud Prevention, E-Commerce Controls and Audits, and Internal Control Essentials for Financial Mangers, Accountants, and Auditors. He recently completed a new fraud book for the AICPA – The Top Ten Frauds – How to Detect and Prevent Them. Glenn has been awarded the outstanding Discussion Leader Award from the AICPA for every year since the award was established. He has received similar awards from state societies and universities.

Glenn provides auditing, IT auditing, SOX, and forensic consulting services for numerous organizations. His email address is GlennHelmsCPA@aol.com.

Jennifer Dellinger, James Madison University
Different Payment Methods for Accounts Payable Processing (Check, ACH, Epayables, P-Card)
Ways to Expand Your Purchasing Card Program

Tracye Eades-Mickle, Florida International University
Forms - E payables
One Card Solution 101

Florrianne Irwin, University of Vermont
Sunday Workshop
Federal Government OMB Circular Regarding Purchasing with Federal Awards
AP Customer Service

Lesley Lackore, Iowa State University
Liability Shift of October 2015
Removing Cardholders from Programs

Marty Newman, North Carolina State University
Data Analytic to Assist with Auditing
Outliers: Campfire Card Horror Stories

Denise O'brien, Michigan State University
Benchmarking Survey

Edgars Patani, Albany State University
Preventing P-Card Misuse or Abuse through Systemic and Preventative Controls
The 4 P's Approach to Starting a Successful P-card Program: Planning, Preparation, Practice and Performance

Philip Smith, Middle Tennessee State University
Compliance: Mathematical Models to Uncover P-Card Misuse
Problem Purchases - ex. gift cards


Policies

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 Policy
Smoking is not permitted during the conference, at meals, refreshment breaks, the receptions, and in the registration or exhibit areas.

Dress Code
Business casual dress is suggested for all events.


CPE Credits

NASBA CPE Credit Information
Program Level: Advanced
Prerequisites: No prerequisites and/or advance preparation is required
Pre-Conference Workshop CPE Credits: 4.8

Conference CPE Credits: 13.2

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.




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