Post on 17-Aug-2018
Navigating the GSA SmartPay Training Conference
(Civilian)
Robert RobbinsVice President, Citi
GSA SmartPay Conference
®
To ensure the best possible learning experience for participants, please adhere to the following house rules:
• Turn cell phones and pagers to vibrate• Must be scanned to receive CLP credits
− For each course• Unanswered Questions
− Q-Cards & Ballot Boxes− Answer to be emailed after the
conference - within 45 days
House Rules
®
Navigating the GSA SmartPay Training Conference
Navigating the GSA SmartPay Conference
This session is designed to assist you in achieving the following goals:
• Determining desired learning objectives
• Identifying course locations and times
• Creating a personalized class schedule
Goals & Objectives
®
Navigating the GSA SmartPay Conference
Available Tools & Resources: Build your personal schedule
Location: 131 132 127 126 125 128
10:00 to 11:00 AM
Navigating Conference
(DON Purchase) Overflow
Navigating Conference
(DON Purchase)
Navigating Conference
(Civ) Overflow
Navigating Conference
(Civ)
Navigating Conference
(Civ) Overflow
Navigating Conference
(Civ) Overflow
12:30 to 01:40 PM
Using EAS for Prog Admin &
Basic Acct (Civ Trav )
Using EAS for Prog Admin &
Basic Acct (Civ Trav )
Using EAS for Basic
Acct Mgmt (DON
Purchase)
Using EAS for Prog Admin &
Basic Acct (Civ Pur)
Mini Session
Working Effectively: Train guide (Civ Trav)
Fed Regulations & How Citi
Adapts (All)
Certif ication & Payments
(DON Purchase)
Working Effectively: Train guide
(Civ) Purchase
02:00 to 03:10 PM
Using EAS for Prog Admin &
Basic Acct (Civ Trav )
Basic Reporting
(DON Purchase)
Using EAS for Prog Admin &
Basic Acct (Civ Pur)
Program Audit Tool
(DON Purchase)
Mini Sessions
Prog Mgmt (DON Purchase) - Overflow Class
PAT (DON Purchase) Overflow Class
Basic Rpt (DON Purchase) - Overflow Class
Citibank Purchase Card EAS Overview (Civ Pur)
Citibank Travel Card
EAS Overview (Civ Trav)
03:30 to 04:40 PM
Using EAS for Prog Mgmt &
Basic Acct (DoD
Using EAS for Prog Mgmt &
Basic Acct (DoD
Using EAS for Prog Mgmt &
Basic Acct (DoD
Using EAS for Prog Mgmt &
Basic Acct (DoD
Mini Sessions
Prog Mgmt (DoD) - Overflow Class
Treasury Meeting
Prog Mgmt (DoD) - Overflow Class
Citibank Purchase Card EAS Overview (Civ Pur)
Citibank Travel Card
EAS Overview (Civ Trav)
Location: 129 A/B 121 A/B 122 A/B 120 D (Navy Marines)
120 B/C (DON
Purchase PUR)
120 A (Air Force)
131 132 127 126 125 128
08:00 to 09:10 PM
Using EAS for Prog Mgmt &
Basic Acct (DoD
Travel)
Basic Reporting
(DoD Travel)
Basic Reporting
(DoD Travel)
Using EAS for Prog Mgmt &
Basic Acct (DoD
Travel)
Prog Overview
(DoD Travel)
Citibank Electronic
Tools Overview
(DON Purchase)
Prog Overview
(DoD Travel)
Round Table
(Travel)
Techniques to
Establish a Success
Audit Process
(Civ)
Fed Regulations & How Citi
Adapts (All)
Alternative Card
Products (All)
Working Effectively: Train guide
(Civ Pur)
Prog Mgmt (DoD) - Overflow Class
09:30 to 10:40 AM
Using EAS for Prog Mgmt &
Basic Acct (DoD
Travel)
Using EAS for Prog Mgmt &
Basic Acct (DoD
Travel)
Using EAS for Prog Mgmt &
Basic Acct (DoD
Travel)
Using EAS for Prog Mgmt &
Basic Acct (DoD
Travel)
Educating Your CH's
(DoD Travel)
Policy&Ops (DON
Purchase)
Educating Your CH's
(DoD Travel)
Mini Sessions
Advanced Reporting
(DoD Travel)
Info Security
(All)
Ability One (All)
Basic Landing
Page Navigation
(Civ)
Basic Landing
Page Navigation
(Civ)
12:30 to 01:40 PM
Basic Reporting
(DoD Travel)
Using EAS for Prog Mgmt &
Basic Acct (DoD
Travel)
Using EAS for Prog Mgmt &
Basic Acct (DoD
Travel)
Basic Reporting
(DoD Travel)
Disputes-Resolutions w /o Delay
(DoD Travel)
Misuse & Abuse in
Your Card Program
(DON Purchase)
Travel Card Electronic
Tools Overview
(DoD Travel)
Mini Sessions
Advanced Reporting
(DoD Travel)
Credit Card Basics (All)
Delinquency Mgmt
Session (Civ Trav)
Advanced Reporting
(Civ)
Advanced Reporting
(Civ)
02:00 to 03:10 PM
Basic Reporting
(DoD Travel)
Using EAS for Prog Admin &
Basic Acct (Civ Trav )
Basic Reporting
(DON Purchase)
Basic Reporting
(DoD Travel)
Delinquency Mgmt (DoD
Travel)
Using EAS for
Advanced Acct Mgmt
(DON Purchase)
Disputes-Resolutions w /o Delay
(DoD Travel)
Mini Sessions
Working Effectively: Train guide (Civ Trav)
Misuse & Abuse in Your Card Program
(Civ)
Using EAS for
Advanced Acct Mgmt
(DoD Travel)
Using EAS for
Advanced Acct Mgmt (Civ Pur)
Using EAS for
Advanced Acct Mgmt (Civ Trav)
03:30 to 04:40 PM
Basic Reporting
(Civ)
Using EAS to access Purchase
Log & Reallocate Trans (Civ
Pur)
Basic Reporting
(DoD Travel)
Program Audit Tool
(DON Purchase)
Travel Card Electronic
Tools Overview
(DoD Travel)
Advanced Reporting
(DON Purchase)
Delinquency Mgmt (DoD
Travel)
Mini Sessions
Training Guide for
NEW (DON Purchase)
Basic Reporting - (DoD) - Overflow Class
Using EAS for
Advanced Acct Mgmt
(DoD Travel)
Prog Mgmt (DoD) - Overf low Class
Strategic Sourcing & Data Mining
(Civ Pur)
Location: 129 A/B 121 A/B 122 A/B 120 D (Army)
120 B/C (DON
Purchase PUR)
120 A (Indepen)
131 132 127 126 125 128
08:00 to 09:10 PM
Using EAS for Prog Mgmt &
Basic Acct (DoD
Travel)
Basic Reporting
(DoD Travel)
Using EAS for Prog Mgmt &
Basic Acct (DoD
Travel)
Using EAS for Prog Mgmt &
Basic Acct (DoD
Travel)
Prog Overview
(DoD Travel)
HCA Audits (DON
Purchase)
Prog Overview
(DoD Travel)
Round Table
(Purch)
Advanced Reporting
(DoD Travel)
Fed Regulations & How Citi
Adapts (All)
Alternative Card
Products (All)
Techniques to Establish a Success
Audit Process
(Civ)
Prog Mgmt (DoD) - Overflow Class
09:30 to 10:40 AM
Using EAS for Prog Admin &
Basic Acct (Civ Pur)
Using EAS for Prog Mgmt &
Basic Acct (DoD
Travel)
Using EAS for Prog Mgmt &
Basic Acct (DoD
Travel)
Using EAS for Prog Mgmt &
Basic Acct (DoD
Travel)
Disputes-Resolution w /o Delay
(DoD Travel)
Appropriations Law
(DON Purchase)
Educating Your CH's
(DoD Travel)
Mini Sessions
Using EAS for
Advanced Acct Mgmt
(DoD Travel)
Info Security
(All)
Ability One (All)
Basic Reporting - (DoD) - Overf low Class
Purchase Card
Electronic Tools
Overview (Civ Pur)
12:30 to 01:40 PM
Using EAS for Basic
Acct Mgmt (DON
Purchase)
Basic Reporting
(DoD Travel)
Basic Reporting
(DoD Travel)
Basic Reporting
(DoD Travel)
Educating Your CH's
(DoD Travel)
Certif ication & Pymts
(DON Purchase)
Travel Card Electronic
Tools Overview
(DoD Travel)
Mini Sessions
Basic Reporting - (DoD) - Overflow Class
Using EAS for
Advanced Acct Mgmt
(DoD Travel)
Credit Card Basics (All)
Disputes - Resolution w /o Delay
(Civ)
Misuse & Abuse in
Your Card Program
(Civ) 02:00 to 03:10 PM
Basic Reporting
(DoD Travel)
Using EAS for Prog Mgmt &
Basic Acct (DoD
Travel)
Basic Reporting
(DoD Travel)
Basic Reporting
(DoD Travel)
Delinquency Mgmt (DoD
Travel)
Training Guide for
NEW (DON Purchase)
Disputes-Resolution w /o Delay
(DoD Travel)
Mini Sessions
Work Effectively w /Citibank
(DoD Travel)
Advanced Reporting
(DoD Travel)
Misuse & Abuse in
Your Card Program
(DoD Travel)
Prog Mgmt (DoD) - Overf low Class
Disputes-Resolutions w /o Delay
(Civ)
03:30 to 04:40 PM
Using EAS to access Purchase
Log & allocate
trans (DON Purchase)
Using EAS for Prog Mgmt &
Basic Acct (DoD
Travel)
Basic Reporting
(DoD Travel)
Basic Reporting
(DoD Travel)
Travel Card Electronic
Tools Overview
(DoD Travel)
Delinquency Mgmt (DoD
Travel)
Mini Sessions
Basic Reporting - (DoD) - Overflow Class
Open Open
Tuesday - July 28th129 A/B124 A/B 120 A - D122 A/B121 A/B
Navigating/Working Effectively w /Citibank (DoD Travel)
Misuse & Abuse in your Card Program (DoD Travel)
DTMO Session - WEST WING
Wednesday - July 29th
Thursday - July 30th
OpenOpen
124 A/B
124 A/B
®
Navigating the GSA SmartPay Conference
North Building, Outside Room 124A– Tuesday, July 28th: 10:00 am to 5:00 pm– Wednesday, July 29th: 7:30 am to 5:00 pm– Thursday, July 30th: 7:30 am to 12:00 pm
View conference photos (available beginning Wednesday, July 29th)
Available Tools & Resources: The Citibank Welcome Center - Stop in and visit us!
®
Navigating the GSA SmartPay Conference
North Conference Center – Room 123– Tuesday, July 28th: 10:00 am – 5:00 pm– Wednesday, July 29th: 8:00 am – 5:00 pm– Thursday, July 29th 8:00 am – 5:00 pm
EAS One-on-one assistance
Mini sessions conducted on multiple features of our web-based technology tools to make you more productive. North Conference Center – Room#131 A-C– Tuesday, July 28th: 10:00 am – 5:00 pm– Wednesday, July 29th: 9:30 am – 5:00 pm– Thursday, July 29th 9:30 am – 5:00 pm
Available Tools & Resources: Lab / Demonstration Room – Learn even more!
®
Navigating the GSA SmartPay Conference
Course / Lecture Maps – Tuesday is your first day!
Stacey FelixLecture132 A-C
Working Effectively: A Training Guide for New & Experienced Travel Card A/OPCsTravel
2
4
3
1
Kirsten Rousell Tony Swann
Hands On124 A-B & 129 A-B
Using CitiDirect® for Program Administration & Basic Account ManagementTravel
Carroll ArthurHands On122 A-C
Using CitiDirect® for Program Administration & Basic Account ManagementPurchase
Robert WilsonLecture125 A-B
Working Effectively: A Training Guide for New & Experienced Purchase Card A/OPCsPurchase
PresenterLocationCourse / Lecture Title
Tuesday, July 28, 2009 12:30 pm to 1:40 pm
®
Navigating the GSA SmartPay Conference
Course / Lecture Maps – Tuesday is your first day!
Chet TantilloHands On121 A-B
Using CitiDirect® for Program Administration & Basic Account Management Purchase
2
Heelay YaftaliLecture129 A-B
Citibank® Travel Card Electronic Tools OverviewTravel
4
Melissa LandisLecture125 A-B
Citibank® Purchase Card Electronic Tools OverviewPurchase
3
1 Angela SpannHands On124 A-B
Using CitiDirect® for Program Administration & Basic Account ManagementTravel
PresenterLocationCourse / Lecture Title
Tuesday, July 28, 2009 2:00 pm to 3:10 pm
®
Navigating the GSA SmartPay Conference
Course / Lecture Maps – We have just begun!
2
1
Melissa LandisLecture125 A-B
Citibank® Purchase Card Electronic Tools OverviewPurchase
Heelay YaftaliLecture128 A-B
Citibank® Travel Card Electronic Tools Overview Travel
PresenterLocationCourse / Lecture Title
Tuesday, July 28, 2009 3:30 pm to 4:40 pm
®
Navigating the GSA SmartPay Conference
Course / Lecture Maps – Wednesday is action-packed!
3
2
1
Jeff GeorgeLecture126 A-C
Alternative Cards ProductsAll
Dave RudaLecture132 A-C
Techniques for Establishing a Successful Audit Process All
Rob RobbinsLecture127 A-C
Federal Regulations & How Citi Adapts (OMB)All
PresenterLocationCourse / Lecture Title
Wednesday, July 29, 2009 8:00 am to 9:10 am
®
Navigating the GSA SmartPay Conference
Course / Lecture Maps – Wednesday is action-packed!
Melissa LandisLecture131 B
Travel Best PracticesRound Table Panel5
Robert WilsonLecture125 A-B
Working Effectively: A Training Guide for New & Experienced Purchase & Travel CardAll
4
PresenterLocationCourse / Lecture Title
Wednesday, July 29, 2009 8:00 am to 9:10 am
®
Navigating the GSA SmartPay Conference
Course / Lecture Maps – Wednesday is action-packed!
3
2
1
John Malatesta Carroll Arthur
Lecture 125 A-B Lecture 128 A-B
Basic Landing Page Navigation, Statements & Payments (Civilian)Travel
Jason EndicottLecture 126 A-C
Ability One – National Industries for the BlindAll
Maureen GarlockLecture 127 A-CInformation Security and Identity TheftAll
PresenterLocationCourse / Lecture Title
Wednesday, July 29, 2009 9:30 am to 10:40 am
Navigating the GSA SmartPay Conference
Course / Lecture Maps – Wednesday is action-packed!
3
2
1
John Malatesta Angela Spann
Lecture 125 A-B Lecture 128 A-B
Advanced Reporting – Citibank® Custom Reporting SystemAll
Bruce SullivanLecture 127 A-CCredit Card BasicsAll
Deanne BurbeeLecture 126 A-CDelinquency Management for Your Travel Card ProgramTravel
PresenterLocationCourse / Lecture Title
Wednesday, July 29, 2009 12:30 pm to 1:40 pm
Navigating the GSA SmartPay Conference
Course / Lecture Maps – Wednesday is action-packed!
Chet TantilloLecture 125 A-BUsing CitiDirect® Card Management System for Advanced Account ManagementTravel
4
3
2
1
Carroll Arthur Lecture 128 A-BUsing CitiDirect® Card Management System for Advanced Account ManagementPurchase
Reba SutherlandHands On Room 129 A-B
Using CitiDirect® Card Management System for Program Administration & Basic Account Management Travel
Stacey FelixLecture 132 A-CWorking Effectively – Training Guide for New & Experienced Travel Card A/OPCsTravel
PresenterLocationCourse / Lecture Title
Wednesday, July 29, 2009 2:00 pm to 3:10 pm
®
Navigating the GSA SmartPay Conference
Course / Lecture Maps – Wednesday is action-packed!
Jeff GeorgeLecture 128 A-BStrategic Sourcing and Data Mining Using Citibank® Tools All
3
2
1
Carroll ArthurHands On Room 129 A-B
Purchase Log & Transaction Reallocation –CitiDirect® Card Management System Purchase
Reba SutherlandHands On Room 124 A-B
Basic Reporting – Citibank® Custom Reporting SystemAll
PresenterLocationCourse / Lecture Title
Wednesday, July 29, 2009 3:30 pm to 4:40 pm
®
Navigating the GSA SmartPay Conference
Course / Lecture Maps – Thursday is the last day
Rob RobbinsLecture 131 A-CPurchase Best Practices Round Table Panel 3
2
1
Jeff GeorgeLecture 126 A-CAlternate Card ProductsAll
Maureen GarlockLecture 127 A-CFederal Regulations and How Citi Adapts (OMB) All
PresenterLocationCourse / Lecture Title
Thursday, July 30, 2009 8:00 am to 9:10 am
®
Navigating the GSA SmartPay Conference
Course / Lecture Maps – Thursday is the last day
Heelay YaftaliLecture 128 A-BCiti Travel Card Electronic Tools Overview4
Jason EndicottLecture 126 A-CAbility One – National Industries for the BlindAll
3
2
1
Maureen GarlockLecture 127 A-CInformation Security & Identity TheftAll
Leah BrownHands On 124 A-B
Using CitiDirect® Card Management System for Program Administration & Basic Account ManagementPurchase
PresenterLocationCourse / Lecture Title
Thursday, July 30, 2009 9:30 am to 10:40 pm
®
Navigating the GSA SmartPay Conference
Course / Lecture Maps – Thursday is the last day
Melissa LandisLecture 125 A-BDisputes – Resolution Without Delay All3
2
1
Bruce SullivanLecture 126 A-CCredit Card Basics All
Maureen GarlockLecture 128 A-BMisuse & Abuse in Your Card ProgramAll
PresenterLocationCourse / Lecture Title
Thursday, July 30, 2009 12:30 pm to 1:40 pm
®
Navigating the GSA SmartPay Conference
Course / Lecture Maps – Thursday is the last day
1 Heelay YaftaliLecture 128 A-BDisputes - Resolution Without Delay All
PresenterLocationCourse / Lecture Title
Thursday, July 30, 2009 2:00 pm to 3:10 pm
®
Navigating the GSA SmartPay Conference
This session was designed to assist you in achieving the following goals:
• Determining desired learning objectives
• Identifying course locations and times
• Creating a personalized class schedule
Goals & Objectives
®
Navigating the GSA SmartPay Conference
Thank you for attending!
Visit the Citibank Welcome Center– North Building, Outside Room 124A– National Industries for the Blind will
have a display of products– Conference Slide Show – come see
yourself shine!
Visit the Citibank One-on-One Mini Sessions!– North Room 131
The GSA Survey – Tell us your thoughts
Reminders…
®
Terms & Disclosures
Tuesday, July 28, 2009
®
IRS Circular 230 Disclosure: Citigroup Inc. and its affiliates do not provide tax or legal advice. Any discussion of tax matters in these materials (i) is not intended or written to be used, and cannot be used or relied upon, by you for the purpose of avoiding any tax penalties and (ii) may have been written in connection with the "promotion or marketing" of any transaction contemplated hereby ("Transaction"). Accordingly, you should seek advice based on your particular circumstances from an independent tax advisor.
Any terms set forth herein are intended for discussion purposes only and are subject to the final terms as set forth in separate definitive written agreements. This presentation is not a commitment to lend, syndicate a financing, underwrite or purchase securities, or commit capital nor does it obligate us to enter into such a commitment. Nor are we acting in any other capacity as a fiduciary to you. By accepting this presentation, subject to applicable law or regulation, you agree to keep confidential the existence of and proposed terms for any Transaction.
Prior to entering into any Transaction, you should determine, without reliance upon us or our affiliates, the economic risks and merits (and independently determine that you are able to assume these risks) as well as the legal, tax and accounting characterizations and consequences of any such Transaction. In this regard, by accepting this presentation, you acknowledge that (a) we are not in the business of providing (and you are not relying on us for) legal, tax or accounting advice, (b) there may be legal, tax or accounting risks associated with any Transaction, (c) you should receive (and rely on) separate and qualified legal, tax and accounting advice and (d) you should apprise senior management in your organization as to such legal, tax and accounting advice (and any risks associated with any Transaction) and our disclaimer as to these matters. By acceptance of these materials, you and we hereby agree that from the commencement of discussions with respect to any Transaction, and notwithstanding any other provision in this presentation, we hereby confirm that no participant in any Transaction shall be limited from disclosing the U.S. tax treatment or U.S. tax structure of such Transaction.
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Any prices or levels contained herein are preliminary and indicative only and do not represent bids or offers. These indications are provided solely for your information and consideration, are subject to change at any time without notice and are not intended as a solicitation with respect to the purchase or sale of any instrument. The information contained in this presentation may include results of analyses from a quantitative model which represent potential future events that may or may not be realized, and is not a complete analysis of every material fact representing any product. Any estimates included herein constitute our judgment as of the date hereof represent potential future events that may or may not be realized, and is not a complete analysis of every material fact representing any product. Any estimates included herein constitute our judgment as of the date hereof and are subject to change without any notice. We and/or our affiliates may make a market in these instruments for our customers and for our own account. Accordingly, we may have a position in any such instrument at any time.
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