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Part 6-Program Optimization—Gov/K12 Best Practices

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Description

Educational Webinar: Set Your Goals—Moving Past the Basics With Optimization

Part 6 of the New Government/K-12 Best Practices Guide 

 Kathleen Fisher, CPCP, Hillsborough County Aviation Authority, Florida

Orson Morgan, Visa Inc.

Bill Meekins, CPCP, CPPB, CPPO, NIGP-CPP, CSBO, Frederick County Public Schools 

 

Description

 


With a brief look at what the basics of a standard card program should look like, the presenters quickly launch into a program optimization conversation that branches out into two lanes—growth and efficiencies of card programs.

Discussion includes:

  • driving spend by looking for opportunities through card issuer offerings, automation solutions and card product options
  • the importance of reviewing current processes
  • using automation to maximize efficiency—tools that help you move faster throughout the day
  • capitalizing on technological advances
Target Audience

Procurement professionals at all levels, with particular relevance to those in Government/K-12 agencies.

Presenters

Kathleen Fisher, CPCP
Senior Procurement Agent/P-Card Program Manager
Hillsborough County Aviation Authority

Kathleen is a senior procurement agent and the P-Card program manager for Hillsborough County Aviation Authority. She joined the Aviation Authority’s procurement team in 2013 and immediately took over the day-to-day management of the P-Card Program. Since 2013, Kathleen has implemented program changes to improve controls and administrative efficiencies that created significant program development. In addition to her P-Card Program responsibilities, Kathleen manages competitive solicitations, supplier onboarding for ePayment solutions and benchmarking of procurement industry best practices. Kathleen earned her CPCP in 2015 and has gone on to earn professional designations from the Universal Public Procurement Certification Council and NIGP: The Institute for Public Procurement.

Bill Meekins, CPCP, CPPB, CPPO, NIGP-CPP, CSBO
Program Administrator
Frederick County Public Schools

Other than a brief stint as a lifeguard one summer, with 20 years of K-12 experience under his belt, Bill is a career FCPS employee, starting in Accounts Payable and joining the Purchasing team as a purchasing agent III and procurement card supervisor in 2003. He has been a Certified Procurement Card Professional (CPCP) since 2007. Bill joined the NAPCP in 2006 and has served on the NAPCP Government/K-12 Advisory team since 2013. He took over the FCPS P-Card program, in its infancy in 2003, grew the program from $100K to $13MM in annual spend, and implemented an electronic reconciliation process and ePayables solution in 2011. Did he forget declining balance cards? Nope, they are in use as well! Bill can often be seen at the NAPCP Annual Conference wearing a brightly colored shirt, unless the room is too cold, in which case he can be found wearing a sweater. He is more than willing to discuss any topic that comes into play, and tries to find a spot of humor in every situation. If you see this outgoing introvert, stop by and say, Hi!


Orson Morgan
Sr. Account Executive for Commercial Solutions, State & Local Government
Visa Inc.

Orson is a senior account executive for Commercial Solutions, State & Local Government at Visa Inc. In this role, Orson is responsible for sales and business development in the state, local and higher education market segments. His responsibilities include strategic partnership, program development, market research and consulting. Prior to joining Visa Inc., Orson was vice president, senior card account manager for a national issuing financial institution. Orson joined Visa in 2012 after spending eight years on the sales and relationship management side of the card industry, where he was responsible for the strategic development and retention of the Corporate and Purchasing Card programs within the public sector. Responsibilities included helping organizations gain maximum benefit and value from their Purchasing and Corporate Card programs.

Date, Time and Event Duration

Monday, December 6, 2021

 

This webinar is 60 minutes in length.

Cost

This webinar is complimentary for members and $149.00 for complimentary subscribers.  

Continuing Education Credit

Viewing of this presentation will earn 0.25 points towards CPCP initial eligibility or recertification.

What Do You Get?

Link to recorded webinar.


 






 


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