P-Cards Session Descriptions

P-Card Basics Workshop: Let's Get Down to Basics Stephen Wiggs, CPCP University of Illinois	This workshop is designed to take you on an educational journey and interactive review of purchasing card best practices. Some of the topics that will be covered are: • Deciding if P-Card is right for your organization • Getting started • The RFP process • Program development and implementation • Training • Policies and procedures • Program administration • Various controls and reporting processes • Relationships between vendors, acquirers, associations, and issuers • Exploring the link between automated procurement and payment systems • Optimizing your program Whether you are just starting out, or wanting a refresher to be prepared for the next three days of fact-filled presentations, sessions, and roundtables covering specific case studies, applied best practices, program applications, and how-to's, then this workshop is for you.
TBD David Peterson i7strategies
Profile of a P-Card Abuser Marty Newman University of Maryland	Many institutions have experienced purchasing card abuse – when one of our own cardholders makes fraudulent purchases using our institution's credit card. In this session, we will analyze survey data that will help us profile a purchasing card abuser and discuss ways to mitigate liability.
100% Auditing = 100% Compliance?? Susan Gabriel Broward College	Due to the size and scope of our program, Broward College continues to monitor 100% of its P-Card transaction activity by utilizing a centralized procurement and reconciliation process with specific emphasis on separation of roles and segregation of duties. Does this result in a compliant, audit exception free program? This session will illustrate how we manage our processes and also cover key findings by the State of Florida auditors at Broward and other State institutions.
Evolution of a P-Card Program Helen Kubiak Lone Star College System	How a one-card program of less than 50 cards and $125K/month spend evolved into a two-card program of over 1000 cards with over $500K/month spend. Hear about expansion planning and implementation steps; managing change in policy and procedure as well as the development of two separate administrative processes in an accelerated ERP implementation using the delivered system with no customizations.
Georgetown Travel Online (GTO) Andrew Henley Georgetown University	In order to maximize purchasing power, streamline procedure, enhance safety, and increase P-Card rebate, Georgetown University has developed a branded on-line tool for booking travel. This presentation will highlight the background, key decisions points, and motivating factors in the development of GTO. Issues such as "duty of care," negotiating with airlines, and internal marketing will be discussed as well as how the P-Card is an essential part of the strategy.
Oh the Forms of It All Marty Newman University of Maryland	We have a variety of forms related to our purchasing card programs. What do they do? Can they be consolidated? How are they documented? Let's work it all out together in this interactive session.
Integrating Your P-Card Application with On-Line Training Dolores Hildebrand University of Virginia	By integrating the P-Card application with on-line P-Card training the University of Virginia dramatically improved internal controls. With $19.3 million spend and 1,400 cardholders, the U of V needed an automated means to track successful completion of training before a P-Card is issued and annual refresher training requirements are met.
Disaster Readiness: Is Your Card Program Prepared? Tracey Eades-Mickle Florida International University	Disaster can strike at any time and without warning. This session will help you develop an emergency plan for your card program, helping you to stay one step ahead in a disaster situation. By preparing in advance, you can help ensure that your card program is ready to sustain critical university operations during a catastrophic event. Topics that we will cover in this session include identifying key cardholders, predetermining card limits, ensuring proper documentation is in place for audit purposes and putting the plan into action.
Internally Monitoring Your P-Card Program Andrew Henley Georgetown University	With limited resources and personnel Georgetown University has been developing a transaction compliance program that uses risk categories and sampling to enforce adherence to policies and procedure. This presentation will describe the on-going challenge of managing a dynamic program yet maintaining a controlled environment by using data and communication to positively influence cardholder behavior. Issues to be covered: defining the compliance problem; developing a compliance strategy; building support; actively monitoring the program and continuous improvement.
Interactive Panel Discussion - Sponsored Research and Other Highly Restricted Fund Sources Andrew Henley Georgetown University Marty Newman University of Maryland Denise O'Brien Michigan State University
Benchmarking Survey Denise O'Brien Michigan State University Darren Muise VISA
How I Learned to Stop Worrying and Love SciQuest Lesley Lackore, CPCP Iowa State University	Is your campus ready for an e-procurement solution? Iowa State University worked with SciQuest to introduce e-catalogs to campus and realized significant cost savings in invoice processing, check writing and mailing. Discussions will include what goals were set for the project, how to involve your customers in design and implementation, identifying training requirements, and how to monitor compliance.
1099K Reporting Year One, TIPRA 3% Withholding and General Tax Data Review Darren Muise VISA Susan Gabriel Broward College	A review with open discussion around the new 1099K reporting for card transaction and how the 1099K reporting process went "Year-One", a review of the pending TIPRA regulations and any changes and/or proposed changes that have occurred in the past 12 months, and an opportunity to review TAX Data, what are your challenges and what are the industries efforts to support you.
How Do I Pay Thee – Let Me Count the Ways Lesley Lackore, CPCP Iowa State University	So your campus is implementing an e-catalog solution, but how do you plan to settle with your vendors? Learn about the pros and cons of various settlement methods, including purchase orders and invoicing, traditional purchasing cards, ghost cards, and e-payables options.
Declining Balance Cards - A Card Solution for the Infrequent Traveler Helen Kubiak Lone Star College System	What do you do about the employee that only travels once or twice a year? Or, the employee that only needs to make a few project or event-related purchases? Learn how to use declining balance cards as a solution for the infrequent traveler or occasional purchaser while improving efficiency and employee satisfaction. Attendees will hear the advantages and features, as well as the applications and uses of these specialized cards. Attendees will also be shown a step-by-step administrative process for declining balance cards.
Implementation, Ready, Set, Go – Implementation of a New P-Card Program Danelle Watson Messiah College	Selecting a new P-Card provider is stressful enough, now you're entertaining the idea of introducing a new platform for allocating and approving expenses. In this session, we'll explore the challenges and successes encountered through a four month implementation to IntelliLink. We'll discuss development, planning, training, support and the plans for beyond.
Training on Blackboard - It's not Chalk & Erasers Anymore! Linda Golden Ferris State University	Struggling to meet training demands? Concerned that key points of your training are not being retained? We will explore the journey of moving finance and card training from traditional training methods to on-demand desktop delivery by using Blackboard Vista. Learn why a change in delivery methods became important, the process used to add non credit courses to the Blackboard system, key points in development of the training, and the importance of assessment.
Departmental Card 101: Implementing and Maintaining a One Card Solution Tracey Eades-Mickle Florida International University	Has your program grown too large? Are you concerned about compliance issues with opening up your existing Commodity Card program to include travel purchases? Then come learn about how a Departmental Card program might be a great fit at your University. The Departmental Card is a one card solution available in 3 categories of authorization Commodity Purchases only, Travel Purchases only and Dual Use (for those Cardholders authorized to make both Departmental Commodity and Travel purchases) that is issued to key purchasers within a unit. In this session we will cover implementation (who should hold a card), maintenance (manuals and forms) and everything in between.
Overview of the Current Trends within the Commercial Card Payments Industry Darren Muise VISA	This session would be designed to provide an "Overview of the current trends within the Commercial Card Payments Industry" Focusing on three areas 1) General Industry trends and where Visa feels the futures of Commercial Card Payments is headed. 2) Trends and Payment drivers within Higher Education and the impact on the industry and 3) Payment strategies being implement by Visa and our clients including higher education.