Virtual Training

Seeking professional education from the comfort of your office? See below for details about these 2019 virtual training events:

  • March 21 webinar: Commercial Cards and Their Valuable Place Within a Payment Strategy

  • May 7 webinar: Understanding P-Card Rebates—What You Need to Know

  • June 25 virtual workshop: P-Card Program Risk Analysis

  • July 25 webinar: Creating a Robust P-Card Policy and Procedures Manual

Also, if your organization is in need of a speaker/training for a virtual or in-person event, please contact Recharged Education to relay your interest and request a quote.

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Commercial Cards and Their Valuable Place Within a Payment Strategy

75-minute webinar

  • When: March 21, 2019, beginning at 1:00 PM ET

  • Hosted by: Clear Law Institute

  • Speaker: Lynn Larson, CPCP, Recharged Education

  • Intended audience: Professionals within the realm of finance, treasury, accounts payable, or procurement who could benefit from an introduction to Commercial Cards

  • See details below or visit Clear Law Institute for more information, including registration. Receive a 35% discount by using the promo code LLarson153036.

Description

Are you aware of what is available within the realm of Commercial Card solutions? The business-to-business (B2B) payments industry continues to evolve and organizations of all sizes can benefit from using one or more card types. You might be missing out on something that could improve AP processes, reduce the risk of internal fraud, and boost the bottom line. Cards can be the ideal option if your organization experiences any of the following: 

  • high costs associated with check payments

  • high percentage of AP payments under $2,500

  • large number of suppliers in the master vendor file who are only paid once or twice

  • tedious 1099 reporting activity each year

  • inefficient reimbursement processes for employees’ travel expenses

  • infrequent travelers who need a payment solution

This webinar will address these situations and more as the speaker describes the below types of card solutions, including some history, how they work, pros/cons, and where each can fit into a payment strategy. 

  1. Corporate travel cards

  2. Individual purchasing cards (p-cards)

  3. Traditional ghost cards

  4. Electronic accounts payable (EAP) solutions—virtual cards and buyer-initiated payments (BIP)

  5. Fleet cards

  6. One cards   

  7. Declining balance cards

By attending this webinar, you will be equipped to:

  • Explain the benefits of various card solutions

  • Identify where different card types might fit into a payment strategy

  • Determine whether one or more types could help your organization

    To register, visit Clear Law Institute.


Understanding P-Card Rebates: What You Need to Know and How to Increase Them

60-minute webinar

  • When: May 7, 2019, beginning at 1:00 PM ET

  • Hosted by: AP Now

  • Speaker: Lynn Larson, CPCP, Recharged Education

  • Intended audience: P-Card program managers and administrators, and professionals within accounts payable and finance

  • See details below or visit AP Now for more information, including registration

Description

P-Cards offer many potential benefits and, among them, earning a rebate (also known as revenue share) is a popular one. Yet, many organizations fail to maximize their rebate to the extent possible. This webinar, led by P-Card expert Lynn Larson, will address what you need to know, including:

  • what drives rebate incentives

  • common elements of revenue sharing terms

  • strategies for improving what your organization earns

  • how rebates compare to other P-Card benefits

  • accounting considerations   

 As an attendee, you will leave the webinar equipped to:

  • provide a rebate overview to your management—to increase their understanding

  • evaluate your organization's status concerning the rebate structure

  • identify potential ways to maximize your rebate

To register, visit AP Now.


P-Card Program Risk Analysis

Three-hour virtual workshop

  • When: June 25, 2019, beginning at 1:00 PM ET

  • Hosted by: AP Now

  • Speaker: Lynn Larson, CPCP, Recharged Education

  • Intended audience: Purchasing Card program managers and administrators

  • Bonus: Includes a 130+-question risk analysis template for your own use

  • See details below or visit AP Now for more information, including registration

Description

When was the last time you conducted a risk assessment/analysis of your Purchasing Card program? Some organizations have never completed such an activity, but it is critical for documenting program risks and the mitigating controls. A risk analysis also:

  • helps you identify any control gaps

  • uncovers program inefficiencies

  • supports program audits

  • increases program buy-in among management and auditors

Do not delay a risk analysis any longer. This session, targeted at P-Card program managers and administrators, will guide you through a risk analysis process from start to finish, including a review of:

  • relevant introductory information

  • your program goals and policies

  • potential risks/issues for which controls are needed, such as personal use of the card, unauthorized account setup, unauthorized access to data, etc.

  • controls to help prevent and/or detect the issues

After this program you will be able to:

  • identify any control gaps

  • uncover program inefficiencies

  • support program audits

  • increase program buy-in among management and auditors

You will walk away with:

  • the start of a risk analysis 

  • a list of action items to address within your program

  • a comprehensive risk analysis template form for ongoing risk analyses  

To register, visit AP Now.


Creating a Robust P-Card Policy and Procedures Manual

60-minute webinar

  • When: July 25, 2019, beginning at 1:00 PM ET

  • Hosted by: AP Now

  • Speaker: Lynn Larson, CPCP, Recharged Education

  • Intended audience: P-Card program managers and administrators

  • See details below or visit AP Now for more information, including registration

Description

Can you remember the last time you thoroughly reviewed the P-Card policies and procedures and made revisions? If you are lucky, they are accurate, but this does not mean they are effective. They could be costing you in the form of repeated cardholder questions and serious compliance issues, adding up to an unnecessary drain on your time and resources. Now help is here!

Please join us, as Lynn Larson, CPCP, shares her considerable expertise on this issue. After this session you will be able to:

  • Evaluate your policies and procedures for five critical components

  • Identify the topics pertinent to your p-card operations so they can be included

  • Create p-card policies and procedures that are accurate AND effective

  • Incorporate procedure writing best practices

To register, visit AP Now.


Diversifying a Payment Strategy with Purchasing Cards and Electronic Payables

On-Demand Introductory Course

Delivered by Lynn Larson, CPCP, Recharged Education and hosted by Illumeo, an online professional development platform for CFOs and similar. Learn more about this course.