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19th National
P-CardsOn Campus ConferenceHilton Savannah DesotoFebruary 7 - 10, 2016
19th
Nat
ion
al
P-C
ard
sO
n C
amp
us
Co
nfe
ren
ce
2016
Hil
ton
Savan
nah
De
soto
Feb
ruary
7 -
10
, 20
16
Who
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nd?
- P-C
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- Com
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- Bus
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cers/
Serv
ices
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dent
Fin
anci
al S
ervi
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- Con
trolle
rs- C
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- Tra
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- Chi
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Offi
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- Tre
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Man
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Prof
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Gold Sponsor
www.prodev.com
www.p
rodev.com/pcard
s
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
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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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