Description

This virtual roundtable provides the opportunity to improve awareness on reporting and best practices. Who should receive your reports? What information should be included in your reports? When should reports be created? Why are they integral to a robust card program? How is report information gathered?

Discussion includes:

• how reports can be used to support your card program
• identifying what types of reports are important for program administration/best practices/compliance and updating management
• frequency of reports
• options for data collection

This event correlates with Section VII “Managing the Program" and Section F "Program Reporting" of the CPCP exam.

NAPCP members and subscribers; this event can also benefit those preparing for the CPCP exam. 

About the Facilitators:

David Minier, Executive Director
Chase and J.P. Morgan

Dave is located in Washington, D.C., and has over 25 years of experience in the card industry. His experience includes sales and relationship management in both card issuing and merchant acquiring, and his focus is on program optimization for clients to ensure prudent program management that drives correct results. Dave is a member of NAPCP's Higher Education Advisory Team (HEAT) and was the NAPCP 2017 Commercial Card Provider of the Year.

Denise Caissie, CPCP, GWCCM, ProCard Administrator
University of Alaska-Fairbanks  

Denise is the ProCard administrator at the University of Alaska, Fairbanks (UAF). With over nine years of procurement experience, and three years as the Purchasing Card program administrator, Denise is responsible for managing both the Purchasing and Travel Card programs at the UAF. She has overseen and participated in dramatic changes to the program during the last three years including the current implementation of a Single Use Account (SUA) program for the entire University of Alaska system, and looks forward to expanding the program in the future.

Benjamin Winston, P-Card/Travel Card Manager
Stanford University

Ben has a BS degree from the University of San Francisco in business administration. He has spent his initial career in the banking industry, consulting on improving cash flow and treasury operations for middle-size to large clients. Currently, he is working for Stanford University in card administration and is continuing his education with plans to complete his MBA in December 2017. 

This Virtual Roundtable was recorded on Wednesday, February 21, 2018.

The presentation is for members and subscribers. This virtual roundtable session is approximately 60 minutes in length.

The virtual roundtable is complimentary for members and $149.00 for complimentary subscribers. 

Continuing Education Credit

You must be the purchaser of this presentation to earn 0.25 point toward CPCP initial eligibility or recertification.