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Engage in facilitated small-group discussions held simultaneously on Wednesday, April 29, from 2:00 to 3:00 p.m. These roundtables dive into core topics and the pressing issues shaping Commercial Payments.

Please check back as new topics are added regularly.

AI in Commercial Payments
Facilitated by Kerri Reece, the University of Memphis  

• Practices to jump start AI usage in your program 
• Exploring current and evolving AI applications 
• Managing data risk and privacy while using AI 

Certified Purchasing Card Professional (CPCP)
Facilitated by Chad Robison, CPCP, Intermountain Health 

• Certification: What is it, why do it? 
• Exam: Online process and requirements
• Preparation: Studying and planning for the exam
• Questions: Open forum to ask any questions about the certification process
  

Duplicate Payments
Facilitated by Loren Blank, Nightwing

• How to detect duplicate charges before and after payment
• Processes and tools to prevent P-Card and check overlap
• Steps to resolve and recover duplicate payments 

Effective Training for Cardholders 
Facilitated by Kimberly Streit, CPCP, Red Deer Public School Division 

• Applying the VARK method to reach all learners
• Best practices for cardholder compliance
• Leveraging technology and automation to stay fresh 

Filling the Gaps of Global Solution Providers With Local Solutions
Facilitated by Colton Woods, Medtronic 

• Identify global nuances by geography and region
• Identify supplemental local providers, solutions and practices
• Involve global stakeholders in strategy 

Integration of Multiple Card Providers Into a Global Program
Facilitated by Pete Crow, PACCAR

• Technology and integration challenges
• Managing regulatory obligations
• Navigating contracting and customer service with multiple issuers 

Internal Communications
Facilitated by Karen West, Honeywell FM&T 

• Identifying stakeholders
• Identifying best channels of communication
• Defining what should be communicated 

Transitioning to a New ERP
Facilitated by Jennifer Steier, University of Louisville

• Key considerations and common challenges in ERP migrations
• Aligning card programs, policies and workflows with the new system
• What worked, what didn’t and advice for future transitions

Use Tax Accrual Processes 
Facilitated by Robyn Brown, Kinder Morgan

• Compliance with state and local tax laws
• Identifying taxable spend and ensuring accurate accruals
• Tools and system features that support consistency and scale