Description

We encourage broad participation in this event. Please see target audience information below.

We invite you to join in the discussion! In 2012, the tax reporting requirements with regard to P-Card payments changed from the cardholder to the card provider.  This virtual roundtable will provide the participants with the following information:

1099 history:

·         when is a 1009 required for a payment?

·         reporting requirements on P-Cards prior to 2012

·         ruling in 2012

Reporting activity since 2012:

·         third-party payment providers

·         risk to entity if a payment is not reported

Commercial Card payment opportunities:

·         service sector

·         risk tolerance

PLEASE NOTE: The registration form will ask if you wish to be a panelist or in listen-only mode. You should choose "panelist" if you wish to participate during the discussion. The event will allow up to 24 panelists.

Card program administrators, comptrollers, tax managers, internal audit professionals, accounts payable managers, procurement professionals and accountants. This event can also benefit those not part of the card function, but part of the overall finance team such as grants and research.

About the Facilitators:

Sharon L. Heinle—Associate Vice President & Comptroller at The George Washington University (GW), Washington, D.C.
Sharon joined GW in 2007 as the director of Financial Reporting & Analysis. In 2009, she moved to the assistant comptroller position which she held until 2013 when she was promoted to her current role. As associate vice president & comptroller, Sharon leads a team responsible for the university’s accounting records, internal and external financial reporting and analysis, procurement, and maintaining a strong system of internal controls over financial data and assets. Prior to joining GW, Sharon worked in progressive positions for the United States Conference of Catholic Bishops for 12 years and prior to that worked as an auditor with Coopers and Lybrand (now PricewaterhouseCoopers). Sharon is a Certified Public Accountant licensed in D.C. and holds a BSBA degree with a concentration in Accounting from Georgetown University. Sharon also holds the Certified Global Management Accountant designation from the AICPA and in 2015 was appointed to NACUBO’s Accounting Principles Council.

Donna T. Ginter, C.P.M., CPCP, CPPB, CPPO—Director of Procurement & Travel Services, The George Washington University
Donna sets the strategy for the card program at The George Washington University. She has taught at the undergraduate and graduate levels, presented on a variety of topics at forums and conferences, and is published on topics such as State and Local Procurement, Social Responsibility and Public Procurement Compensation. Donna also sits as a member of NAPCP’s Higher Education Advisory Team (HEAT).

Cecilia McClay, CPCP, P-Card Program Manager, Boston College
Cecilia is the manager of Purchasing Card operations at Boston College. Cecilia has been with Boston College on the operations of the Purchasing Card program from 2000-2009 and was promoted to manage the program in 2009. She has been heavily involved in growing the program as well as automating as much as possible. Her involvement with the NAPCP includes being an annual conference speaker, a Regional Forum host and a webinar presenter.

David Minier, CPCP—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.

The presentation is for members and subscribers. 

 This virtual roundtable session is intended to last 60 minutes.

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

Any number of colleagues can join the registrant at the same location and participate; however, only registered attendees earn continuing education credit. All individuals who need to earn credit for the event must register per the instructions below.

Continuing Education Credit