r o d e v.com P-Cards 2016 Facebook P-Cards 2016...February 7 - 10, 2016 19 th National P-Cards On...

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19 th National P-Cards On Campus Conference Hilton Savannah Desoto February 7 - 10, 2016 19 th National P-Cards On Campus Conference 2016 Hilton Savannah Desoto February 7 - 10, 2016 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 Professional Development Group, Inc. II PO Box 99 | Bloomington, IN 47402 812.339.6374 | Fax 812.339.0138 www.prodev.com | [email protected] Register online at www.prodev.com and earn CPE credits at P-Cards 2015! Gold Sponsor www.prodev.com w w w . p r o d e v . c o m / p c a r d s 19 th National P-Cards On Campus Conference 2016 is an event built by Higher Education, for Higher Education. PDG has planned this event around all skill levels and card programs from beginning to advanced. The top experts have been brought together to present how you can 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 19 th National P-Cards on Campus Conference NASBA CPE Credit Information (ID#107824) Program Level: Advanced Prerequisites: You must work in a university’s P-Card Program CPE Credits: up to 15 for conference; 5.4 for workshop; 20.4 total CPE credits available 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 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 through its website: www.learningmarket.org Faculty & Advisory Group Jason Beard* .......................................................................................................... Professional Development Group, II Karen Brookbanks .............................................................................................. University of Arizona Jennifer Dellinger ................................................................................. James Madison University Frances Flowers .................................................................................................... East Carolina University Tara Foster ............................................................................................................... Northeast Iowa Community College Darla Freeborn* .................................................................................. Whitworth University LaVerne Gee ....................................................................................... St. Louis Community College Jessica Howell* ..................................................................................... Franciscan University of Steubenville Florianne Irwin* ..................................................................................... Harvard University Steve Jagielo* ...................................................................................... Connecticut College Ben Jones ............................................................................................. Middle Tennessee State University Lesley Lackore* .................................................................................... Iowa State University Paige McDaniel* ................................................................................. Morehead State University Orson Morgan* .................................................................................... VISA Marty Newman* ........................................................................................ University of Maryland College Park Edgars Patani ....................................................................................... Albany State University Nancy Pates ........................................................................................................ Minnesota State Colleges And Universities Jamie Rehlander.................................................................................. Iowa State University Ashru Shah ............................................................................................ North Carolina State University * denotes advisory group Download Audio Sessions Check out the audio sessions from our conferences and earn more credits! www.prodevmedia.com/prodevmedia Network with fellow professionals from schools throughout the country. Meet the vendors who have the best solutions to offer you and your program. Register for the workshop to get the most out of your travel dollars. Be sure to keep an eye out for details regarding PDG’s 30 th Bursars Conference! Anaheim, CA April 3-6, 2016 #PCARDS16

Transcript of r o d e v.com P-Cards 2016 Facebook P-Cards 2016...February 7 - 10, 2016 19 th National P-Cards On...

Page 1: r o d e v.com P-Cards 2016 Facebook P-Cards 2016...February 7 - 10, 2016 19 th National P-Cards On Campus Conference 2016 Hilton Savannah Desoto February 7 - 10, 2016 Professional

19th National

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19th National

P-CardsOn Campus Conference

2016

is an event built by Higher Education, for Higher Education. PDG has planned this event around all skill levels and card programs from beginning to advanced. The top experts have been brought together to present how you can 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 19th National P-Cards on Campus Conference

NASBA CPE Credit Information (ID#107824)Program Level: AdvancedPrerequisites: You must work in a university’s P-Card ProgramCPE Credits: up to 15 for conference; 5.4 for workshop; 20.4 total CPE credits availableDelivery 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 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 through its website: www.learningmarket.org

Faculty & Advisory GroupJason Beard* ..........................................................................................................Professional Development Group, IIKaren Brookbanks ..............................................................................................University of ArizonaJennifer Dellinger ................................................................................. James Madison UniversityFrances Flowers .................................................................................................... East Carolina UniversityTara Foster ...............................................................................................................Northeast Iowa Community CollegeDarla Freeborn* .................................................................................. Whitworth UniversityLaVerne Gee ....................................................................................... St. Louis Community CollegeJessica Howell* ..................................................................................... Franciscan University of SteubenvilleFlorianne Irwin* ..................................................................................... Harvard UniversitySteve Jagielo* ...................................................................................... Connecticut CollegeBen Jones ............................................................................................. Middle Tennessee State UniversityLesley Lackore* .................................................................................... Iowa State UniversityPaige McDaniel* ................................................................................. Morehead State University Orson Morgan* .................................................................................... VISAMarty Newman* ........................................................................................University of Maryland College ParkEdgars Patani ....................................................................................... Albany State UniversityNancy Pates ........................................................................................................Minnesota State Colleges And UniversitiesJamie Rehlander .................................................................................. Iowa State UniversityAshru Shah ............................................................................................ North Carolina State University

* denotes advisory group

Download Audio SessionsCheck out the audio sessions from our conferences and earn more credits!www.prodevmedia.com/prodevmedia

Network with fellowprofessionals from

schools throughout the country.

Meet the vendors who have the best solutions

to offer you and your program.

Register for the workshop to get the most out of

your travel dollars.

Be sure tokeep an eye out

for details regarding PDG’s 30th Bursars

Conference!Anaheim, CA

April 3-6, 2016

#P

CA

RD

S16

Facebook “f ” Logo CMYK / .eps Facebook “f ” Logo CMYK / .eps

Page 2: r o d e v.com P-Cards 2016 Facebook P-Cards 2016...February 7 - 10, 2016 19 th National P-Cards On Campus Conference 2016 Hilton Savannah Desoto February 7 - 10, 2016 Professional

Sunday, February 7, 2016

1:00 - 6:00 pm Pre-Conference Workshop: The Basics: Building the Foundation for your P-card Program (additional fee: $149) Florianne Irwin, Harvard University

6:00 - 7:30 pm Super Bowl Party/Welcome Reception

Monday, February 8, 20167:00 - 8:00 am Breakfast and Registration

8:00 - 8:30 am Opening Remarks Jason Beard, President & CEO, Professional Development Group II, Inc

8:30 - 9:30 am Keynote: Teamwork Pipes Andrews, Pipesology

9:30 - 10:00 am Networking Break

10:00 - 11:00 am P-Card Smorgasbord in a Nutshell Small Business and Purchasing Card

11:00 - 11:15 am Transition Break

11:15 am - 12:15 pm Data Analytics P-Card and Your Athletic Program

12:15 - 1:15 pm Lunch

1:15 - 2:15 pm Oh the Places You’ll Go with Travel and the P-Card Tighten & Lean (Your $$)

2:15 - 2:30 pm Transition Break

2:30 - 3:30 pm Oops! They Did it Again: Dealing with Cardholder Misuse

Issues Facing Accounts Payable from Vendors to Travel

3:30 - 4:00 pm Networking Break

4:00 - 5:00 pm Benchmarking Payment Card Industry (PCI) Compli-ance Audit: What You Need to Know

Tuesday, February 9, 20168:00 - 9:00 am Breakfast and Registration

9:00 - 9:15 am Opening Remarks Jason Beard, President & CEO, Professional Development Group II, Inc

9:15 - 10:15 am Fraud and Where We Are Post EMV Liability Shift and Lessons Learned

10:15 - 10:45 am Networking Break

10:45 - 11:45 am Creating Ways of Expanding Your Program Problems & Issues Unique to P-Cards

11:45 am - 12:45 pm Lunch

12:45 - 1:45 pm Manager vs. Leader The “E” in Card Payments - Unravel the Mystery of ePro & ePay

1:45 - 2:00 pm Transition Break

2:00 - 2:30 pm Vendor Showcases

2:30 - 3:30 pm Steps for Preparing for a Continuous P-Card Audit

Make Your Data Make Sense with Excel Pivot Tables

3:30 - 3:45 pm Networking Break

3:45 - 4:45 pm Streamlining Accounts Payable Utilizing Blackboard Collaboration for Procurement Card Training

Wednesday, February 10, 20168:00 - 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 Discussions

10:45 am Conference Concludes

Find full descriptions at www.prodev.com/pcards-agenda/

Spotlight Session Descriptions continuedPayment Card Industry (PCI) Compliance Audit: What You Need to KnowEdgars Patani, Albany State University

The Payment Card Industry (PCI) Data Security Standard (DSS) and supporting documents represent a common set of industry tools and measurements to help ensure the safe handling of sensitive information. DSS is an industrial self-imposed security standard promulgated by the five major credit card brands. This session will emphasize auditing tips that can be implemented by your institution to be successfully prepared for a PCI compliance audit.

P-Card Smorgasbord in a NutshellAshru Shah, North Carolina State University

This is a general information session for P-Card topics you always wanted to know about but either were too shy to ask or just never had the time to research. The first half of the session will be a PowerPoint presentation of several different topics. The second half will be an interactive session for open discussion. A great learning and networking opportunity.

Small Business and Purchasing CardMarty Newman, University of Maryland

Is increasing Small Business participation on your purchasing card program important to you and your institution? Please bring your ideas, and join us in discussing ways to create relationships with cardholders and small businesses.

The “E” in Card Payments - Unravel the Mystery of ePro & ePayAshru Shah, North Carolina State University

This session will provide a comprehensive view of the different payment solutions to optimize your card program specifically supplier cards. Attendees will see ways to: reduce expenses by automation and no check writing, streamline the payables process, and generate revenue.

Cancellations & RefundsIn the event of cancellation or change in hotel or date, registrants will be notified by email. 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.Requests for refunds will be honored only if notification of cancellation is received in writing (fax or email) on or before January 15, 2016. 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 [email protected].

AGENDA

* Agenda is subject to change. Continue to check www.prodev.com/p-cards-overview for updates.

Hilton Savannah Desoto15 E Liberty St Savannah, GA 31401912-232-9000

Special Room Rate: $159Reservation Phone: 877-280-0751 Cut-off: January 7, 2016 (or when block fills)When making reservations over the phone, be sure to mention that you are attending the PDG P-Cards on Campus Conference.

www.prodev.com/pcards-hotel-travel

Keynote Speaker: Pipes Andrews, Pipesology

TeamworkConflict is a normal part of any relationship be it, personal, professional or business. After all, people can’t be expected to agree on everything, all the time. Learning how to deal with conflict—rather than avoiding it—is critical, both in personal and work situations. When conflict is mismanaged, it can cause great harm to communication,

production, and any relationship, but when handled in a respectful, positive way, conflict

provides an opportunity to strengthen any bond! An individual and/or team can only add

to the chances of success, after they get into the practice of openly thinking collaboratively, concretely and proactively.

Spotlight Session DescriptionsCreating Ways of Expanding Your ProgramKaren Brookbanks, University of Arizona

Explore ways to expand your program and what types of items to be addressed in advance, during, and after. Examples include: One-time Exceptions, Hotel Pilot Program, Focusing on what is needed for meeting the needs of campus.

Make Your Data Make Sense with Excel Pivot TablesLesley Lackore, Iowa State University

The Microsoft Excel pivot table feature is a powerful tool that makes it easy to tabulate and summarize data in your spreadsheets. Gain insight into your data without the time and effort required to write your own Excel formulas. In this session, you’ll learn how to:

• Set up your data in Excel so it is in a format that you can use for a pivot table• Create a pivot table with that data• Change the pivot table report to reflect different views on the same data.

Manager vs. LeaderMarty Newman, University of Maryland

Are you a manager or a leader? The manager’s job is to plan, organize and coordinate. The leader’s job is to inspire and motivate. Leadership can be incorporated into management, with astounding results. We will talk about maximizing efficiency, nurturing skills, developing talent and inspiring results.

Oh, the Places You’ll Go with Travel and the PCard!Frances Flowers, East Carolina University

Come discover the process we went through to implement travel onto our PCards and how we set up our program as a one card solution. We will also show how we configured our groups using merchant category codes and how cardholders are placed in correct groups based on forms/approvals. Collaborating with the Travel Department is a must, so we’ll give some pointers on that and auditing.

Oops! They Did It Again: Dealing with Cardholder MisuseLesley Lackore, Iowa State University

You’ve required training for your cardholders, you’ve made them sign a cardholder agreement. . . yet they still do things they’re not supposed to do. This session will explore best practices in dealing with personal purchases, restricted items, and cardholder fraud.

Super Bowl (Pre-Game Reception)PDG kicks off the Conference with a Super Bowl Party. Super Bowl 50 will be played February 7th 2016 at the state of the art Levi’s Stadium in Santa Clara, California and you won’t have to miss a moment of it! Come join us for the ultimate networking experience with gourmet food, exceptional spirits, wonderful hospitality and of course great Super Bowl fun.

Pre-Conference WorkshopSunday, February 7, 2016 | 1:00 - 6:00 pm | additional fee: $149The Basics: Building the Foundation for Your P-Card ProgramFlorianne Irwin, Harvard University & Karen Brookbanks, University of Arizona

Whether you are just beginning or have had your Purchasing Card program for years, this workshop provides you with the skills to build a solid program. This will provide an in-depth view of a purchasing card program from: RFP, implementation, and day-to-day management; to analyzing and growing your program.

Attendees will participate in an interactive workshop on the following topics:

• RFP process and evaluation criteria• Tips for a successful

implementation• Effective end-user training

• Compliance, policies and procedures• Data analytics and program metrics• Using the card as a strategic tool in the P2P

process

With open discussions around strategies and challenges, you will walk away with the skills necessary to build a solid foundation for your p-card program.

19th National

P-CardsOn Campus Conference

2016 #P

CA

RD

S16

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