Learning Sessions

Actionable ideas you can put to use at your organization!

At this year's Financial Supply Chain Conference there are several important changes to help you get even more out of your visit. The conference will now offer:

• Daily Opening General Sessions
• Enhanced breakout sessions with greater interactivity
• More networking opportunities, sooner!
• Bigger and better vendor fair

Check out the session descriptions below or download a PDF of the session listings and the conference schedule.

* All times Eastern Standard Time

Tuesday Sessions

1:00 p.m. – 2:45 p.m. | 3:00 p.m. – 4:00 p.m. | 4:15 p.m. – 5:15 p.m.

1:00 p.m. – 2:45 p.m.

Robert Abele

Richard Davis

< Back to Tuesday 

3:00 p.m. – 4:00 p.m.

Champion Change and Be a Payments Leader – Part One
This two-part Disney Institute session shows how effective payment leaders embrace and even champion change. This session will help you develop the habits of a successful leader and enable you to make things happen and not just let change happen to you. Although often viewed as an unwelcomed but inevitable part of any organization, discover why change is good for companies and organizations and how it can spur innovation and growth. Discover how to not only weather but champion change!

What You Will Learn:

• Learn to embrace change as a way of life
• See why adapting to change in an organization's overall payables strategy is vital to its existence and growth
• Hear what it takes to be a change champion at your organization

Freight: The Future of PowerTrack
Exciting changes have transpired for U.S. Bank, including the launch of Syncada. This session outlines how U.S. Bank clients benefit from this new joint venture with Visa and describes our vision for the future.

What You Will Learn:

• Understand the benefits of participating in a global financial network
• Explore the synergistic relationship between U.S. Bank and Syncada and hear how it will develop over time
• Get an update on what is new

< Back to Tuesday 

4:15 p.m. – 5:15 p.m.

Champion Change and Be a Payments Leader – Part Two
This second part of this two-part session focuses on specific action items that leaders can employ to champion payment change within their organizations. 
                       
What You Will Learn:

• Learn to embrace change as a way of life
• See why adapting to change in an organization's overall payables strategy is vital to its existence and growth
• Hear what it takes to be a change champion at your organization

Note: Champion Change and Be a Payments Leader – Part One is a prerequisite

Freight: Payment Transaction Lab for Shippers
Walk through structured exercises in a training environment that highlight the most common tasks performed within PowerTrack. This session offers exercises to help you search for invoices, approve them, resolve audit exceptions and view work queues.

What You Will Learn:

• Review the processes shippers use to work with transactions in PowerTrack
• Practice working with transactions to become proficient

Also offered Wednesday, 4:00 p.m. – 5:00 p.m.

Freight: PowerTrack Basics Training – Part One (Beginner)
In this three-part series, you learn what PowerTrack is and how collaboration drives successful partnerships for both shippers and carriers. You also discover your role as you move from the traditional freight payment model to the PowerTrack network model.

What You Will Learn:

• See how to log in to PowerTrack and take a tour of the menu bar—a roadmap to all available resources
• Understand how PowerTrack works and how you work in PowerTrack, including how to review and process transactions
• Find out about trading partners, business rules, input options, manual versus EDI, electronic statements and more
• Learn how automatic approvals and audits can free your time

Part Two is offered Wednesday, 9:45 a.m. – 10:45 a.m. and Part Three is offered Wednesday, 11:00 a.m. – 12:00 p.m. Attendance at all three sessions is strongly recommended.

Freight: PowerTrack Reporting Financial Focus Lab (Intermediate)
This session covers the latest PowerTrack reporting, with an emphasis on financial analysis. Explore the prompted reports, cubes and queries, and learn to find the reports you need to answer business and analytical questions. Hear how to leverage these reports to optimize your financial performance.

What You Will Learn:

• Review reports specifically designed to increase your financial performance
• Practice running and interpreting financial reports

Also offered Wednesday, 11:00 a.m. – 12:00 p.m.;
Thursday, 4:00 p.m. – 5:00 p.m.

Freight: State of Logistics
Due to the recession, there have been unprecedented changes and upheaval in the global supply chain landscape. Learn what enterprises are doing to emerge as tougher competitors as the economy begins to rebound.

What You Will Learn:

• Explore logistics systems and the implications of cost trade-offs, geographical network changes, infrastructure concerns, sustainability, visibility and more
• Gain an understanding of the foreseeable trends in logistics for next 1 – 5 years
• Discuss the implications for logistics suppliers and consumers

< Back to top | < Back to Tuesday 

Wednesday Sessions

8 a.m. – 9:30 a.m. | 9:45 a.m. – 10:45 a.m. | 11 a.m. – 12 p.m.
1:30 p.m. – 2:30 p.m. | 2:45 p.m. – 3:45 p.m. | 4:00 p.m. – 5:00 p.m.

8:00 a.m. – 9:30 a.m.

Elizabeth Buse

Marcie Verdin

Pamela Joseph

Kurt Schneiber

The New Payments Reality: How the Economy Has Impacted the Payments Landscape
The events of the past year have had an impact on all aspects of business--from strategic sourcing to how organizations pay for goods and freight. For instance, many organizations made aggressive strategic plans for payment automation and cost reduction in 2008. But many of their plans have yet to become reality.

It is undeniable that events in the global marketplace influence how your organization does business. Listen as recognized leaders discuss important aspects of the payments landscape including:

• What is the impact of the global economy on payables
• How do these impacts change organizational behavior
• What payables trends are being implemented in various organizations
• What are some of the positive potential outcomes in rethinking payables
• How can organizations potentially leverage the new payables reality and be poised for sustainable growth

Panelists include:
Elizabeth Buse, Global Head of Product, Visa Inc.
Marcie Verdin, Group Head, Large and Middle Market Segments, MasterCard International
Pamela Joseph, Vice Chairman, Payment Service, U.S. Bancorp
Kurt Schneiber, Chief Executive Officer, Syncada

Moderator:
Frank Martien, Partner, First Annapolis, a leading research firm in the payables industry

< Back to Wednesday 

9:45 a.m. – 10:45 a.m.

Effective Card Program Management — Corporate Card
Whether you are setting up a new travel and entertainment (T&E) program or expanding an existing one, this session helps you make critical program decisions with greater confidence.

What You Will Learn:

• Discover how to define the primary decisions that influence your corporate card program's success
• Learn how proven best practices help extract more value from corporate card programs and travel procurement processes
• Hear T&E best practice strategies that you can apply to your organization

Also offered Wednesday, 11:00 a.m. – 12:00 p.m.

Effective Card Program Management — One Card
The one card combines purchasing and corporate card programs into a single streamlined payment solution. Attend this session and discover how you can integrate transactions with one process, one staff, one card issuer and one invoice.

What You Will Learn:

• Identify attributes of successful one card programs
• Automate payment and reconciliation processes, simplify administrative tasks to drive cost savings, reduce paperwork including requisitions and more
• Maximize resources to achieve program goals for procurement and travel spend
• Establish ongoing program reporting and communication strategies

Also offered Wednesday, 11:00 a.m. – 12:00 p.m.

Fleet and Aviation Fuel Card Utilization
Are you new to the "fleet" world? If so, get an explanation of the ins and outs of U.S. Bank fuel card products and the benefits you can expect when using them at this session.

What You Will Learn:

• Learn the basics about U.S. Bank Corporate Payment Systems fuel products
• Find out how to streamline the purchasing of fuel and maintenance services for vehicles and aircraft
• See how to control/manage fuel expenses, manage state or country tax exemptions, leverage third-party relationships with fuel providers, create customized reports to track and budget expenses and more

Also offered Wednesday, 11:00 a.m. – 12:00 p.m.

Freight: Critical Issues in the Trucking Industry
ATRI is the pre-eminent research organization for the trucking industry, researching topics that help the industry remain a safe, efficient and viable component of the transportation system. Attend this session to hear about the issues facing U.S. and Canadian motor carriers.

What You Will Learn:

• Get an official update on the priorities and issues facing motor carriers
• Walk away with an understanding of how 2009 has changed from previous years
• Find out how these issues can affect your enterprise's plans for the future

Freight: Payment Transaction Lab for Carriers
Take advantage of these structured exercises in a training environment and get familiar with the most common tasks performed within PowerTrack. Exercises help you search for invoices, approve them, resolve audit exceptions and view work queues. Carriers learn to identify and eliminate the most common errors that delay payment.

What You Will Learn:

• Review the processes carriers use to work with transactions in PowerTrack
• Learn about common errors that delay payment
• Practice working with transactions to become proficient

Also offered Wednesday, 4:00 p.m. – 5:00 p.m.

Freight: PowerTrack Basics Training – Part Two (Beginner)
In this three-part series, you learn what PowerTrack is and how collaboration drives successful partnerships for both shippers and carriers. You also discover your role as you move from the traditional freight payment model to the PowerTrack network model.

What You Will Learn:

• See how to log in to PowerTrack and take a tour of the menu bar — a roadmap to all available resources
• Understand how PowerTrack works and how you work in PowerTrack, including how to review and process transactions
• Find out about trading partners, business rules, input options, manual versus EDI, electronic statements and more
• Learn how automatic approvals and audits can free your time

Part One is offered Tuesday, 4:15 p.m. – 5:15 p.m. and Part Three is offered Wednesday, 11:00 a.m. – 12:00 p.m..  Attendance at all three sessions is strongly recommended.

Freight: PowerTrack Reporting Logistics Focus Lab (Intermediate)
This session covers the latest in PowerTrack reporting, with an emphasis on logistics and operational analysis. Explore the prompted reports, cubes and queries, and learn to find the reports you need to answer your business and analytical questions. Do not miss this powerful overview.

What You Will Learn:

• Review the reports specifically designed to increase your operational excellence
• Practice running and interpreting logistics reports

Also offered Thursday, 11:00 a.m. – 12:00 p.m. and 1:30 p.m. – 2:30 p.m.

Payables: U.S. Bank Accounts Payable Vision — How to Determine the Proper Payment Solution Mix
The payment environment is increasingly complex. From paper-based processes to integrating disparate payment systems, payment professionals must look beyond their own division and work with groups throughout the organization. This session analyzes the solutions available.

What You Will Learn:

• Analyze the payment solutions available including check, ACH, wire, purchasing card, Payment Plus and PowerTrack Payables
• Determine how to target your organization's payment needs
• Understand how to collaborate and establish the right payment mix 

Travel: The ROI of Business Travel and Travel Management
Do you know what your organization gets for its business travel and travel management expenditures? Learn how some organizations quantify their managed travel's ability to generate cost savings and productivity gains throughout the organization.

What You Will Learn:

• Get best practices for tracking business travel and travel management expenditures
• Define the key financial measures for the value of travel and meetings
• Measure their contribution to overall corporate profitability

< Back to Wednesday 

11:00 a.m. – 12:00 p.m.

Effective Card Program Management — Corporate Card
Whether you are setting up a new travel and entertainment (T&E) program or expanding an existing one, this session helps you make critical program decisions with greater confidence.

What You Will Learn:

• Discover how to define the primary decisions that influence your corporate card program's success
• Learn how proven best practices help extract more value from corporate card programs and travel procurement processes
• Hear T&E best practice strategies that you can apply to your organization

Also offered Wednesday, 9:45 a.m. – 10:45 a.m.

Effective Card Program Management — One Card
The one card combines purchasing and corporate card programs into a single streamlined payment solution. Attend this session and discover how you can integrate transactions with one process, one staff, one card issuer and one invoice.

What You Will Learn:

• Identify attributes of successful one card programs
• Automate payment and reconciliation processes, simplify administrative tasks to drive cost savings, reduce paperwork including requisitions and more
• Maximize resources to achieve program goals for procurement and travel spend
• Establish ongoing program reporting and communication strategies

Also offered Wednesday, 9:45 a.m. – 10:45 a.m.

Fleet and Aviation Fuel Card Utilization
Are you new to the “fleet” world? If so, get an explanation of the ins and outs of U.S. Bank fuel card products and the benefits you can expect when using them at this session.

What You Will Learn:

• Learn the basics about U.S. Bank Corporate Payment Systems fuel products
• Find out how to streamline the purchasing of fuel and maintenance services for vehicles and aircraft
• See how to control/manage fuel expenses, manage state or country tax exemptions, leverage third-party relationships with fuel providers, create customized reports to track and budget expenses and more

Also offered Wednesday, 9:45 a.m. – 10:45 a.m.

Bob Costello

Freight: Economic Outlook — The Transportation Industry
Dive deeper into the factors affecting transportation, one of the hardest-hit industries of the recession. Stop by and hear the expert provide the latest updates and interpret a whole range of compelling indicators.

What You Will Learn:

• Review the economic headwinds the industry is facing
• Understand the indicators that help predict the “turn”
• Review the outlook ahead, what to watch and why

Freight: PowerTrack Basics Training – Part Three (Beginner)
In this three-part series, you learn what PowerTrack is and how collaboration drives successful partnerships for both shippers and carriers. You also discover your role as you move from the traditional freight payment model to the PowerTrack network model.

What You Will Learn:

• See how to log in to PowerTrack and take a tour of the menu bar — a roadmap to all available resources
• Understand how PowerTrack works and how you work in PowerTrack, including how to review and process transactions
• Find out about trading partners, business rules, input options, manual versus EDI, electronic statements and more
• Learn how automatic approvals and audits can free your time

Part One is offered Tuesday, 4:15 p.m. – 5:15 p.m. and Part Two is offered Wednesday, 9:45 a.m. – 10:45 a.m.  Attendance to all three sessions is strongly recommended.

Freight: PowerTrack Reporting Financial Focus Lab (Intermediate)
This session covers the latest PowerTrack reporting, with an emphasis on financial analysis. Explore the prompted reports, cubes and queries, and learn to find the reports you need to answer business and analytical questions. Hear how to leverage these reports to optimize your financial performance.

What You Will Learn:

• Review reports specifically designed to increase your financial performance
• Practice running and interpreting financial reports

Also offered Tuesday, 4:15 p.m. – 5:15 p.m.; Thursday, 4:00 p.m. – 5:00 p.m.

Freight: PowerTrack Reporting Logistics Focus Lab (Beginner)
This session covers the latest in PowerTrack reporting, with an emphasis on logistics and operational analysis. Explore the prompted reports, cubes and queries, and learn to find the reports you need to answer your business and analytical questions. Don't miss this powerful overview.

What You Will Learn:

• Review the reports specifically designed to increase your operational excellence
• Practice running and interpreting logistics reports

Also offered Wednesday 2:45 p.m. – 3:45 p.m.;
Thursday, 11:00 a.m. – 12:00 p.m. or 4:00 p.m. – 5:00 p.m.

Payables: Building the Case for Payment Automation — What It Is, Why It Is Important and What the Benefits Are
You know that you need automated accounts payable tools. Here is a step-by-step approach you can use to build and present a case to upper management.

What You Will Learn:

• Understand how to build a business case for using automated accounts payable tools
• See how to analyze individual business needs
• Learn about the tools available to enhance the accounts payable process
• Discuss how to quantify and present the results

Travel: 2009 Corporate Travel Best Practices Benchmarking Results
Discover the valuable insights on business travel and corporate travel cards available from scholar, thought leader and award-winning author Dr. Richard Palmer's 2009 Corporate Travel Best Practices Benchmarking Study.

What You Will Learn:

• Get an up-to-the-minute report on the state of business travel and corporate travel cards
• Hear the detailed findings from the 2009 Corporate Travel Card Benchmark Survey
• Learn how different organizations use corporate travel cards to increase efficiency and save in these challenging times

< Back to Wednesday 

1:30 p.m. – 2:30 p.m.

Access Online^® Instructor-Led Lab
Come and experience the newest functionality that is available in Access Online in this interactive hands-on lab experience.

What You Will Learn:

• Get hands-on experience using the new Access Online functionality
• Have your Access Online questions answered by expert onsite instructors
• Discover tips for data mining while you learn the latest reporting functionality

Also offered Wednesday, 2:45 p.m. – 3:45 p.m.;
Thursday, 9:45 a.m. – 10:45 a.m., 1:30 p.m. – 2:30 p.m. or 2:45 p.m. – 3:45 p.m.

Accounts Payable Fraud Detection and Prevention
Fraud and data breaches have far-reaching effects on the stability and health of organizations. This session explores industry trends as well as what U.S. Bank and its association partners are doing to identify fraud and maintain the highest levels of data security.

What You Will Learn:

• Get the latest details about prevention strategies
• Develop a solid understanding of the strengths and weaknesses in common accounts payable processes
• Learn how to leverage the fraud mitigation services already provided to you

Also offered Wednesday, 4:00 p.m. – 5:00 p.m.

Creating a Complete Compliance Approach
Need to balance cost savings, efficiency, automation and program management benefits with policy and compliance tenets? It is difficult these days due to Sarbanes-Oxley legislation, SAS 70 compliance and rigorous internal audits. This session shows how some U.S. Bank clients get it done.

What You Will Learn:

• Meet your organization's procurement compliance and program audit challenges using internal control systems and U.S. Bank payment products
• Learn how to balance the costs and benefits of compliance programs
• Establish strategies that support your organization's compliance policies
• Leverage the no-cost U.S. Bank tools and proven best practices already available to your organization

Also offered Wednesday, 2:45 p.m. – 3:45 p.m.; Thursday, 2:45 p.m. – 3:45 p.m.

Freight: DOD Summary Invoice Processing (U.S. Government Employees Only)
Government certifying officials need the latest information and tools to comply with Certifying Officer Legislation and effectively perform their duties using PowerTrack. This session covers areas of compliance relating to your Certifying Officer responsibilities, including how to certify monthly PowerTrack summary invoices, assign and correct lines of accounting, and more.

What You Will Learn:

• Learn about Defense Finance and Accounting Service's requirements and processes
• Understand legal requirements and how these engender the responsibilities of a Certifying Officer
• Examine the certification process and learn to leverage tools to streamline the process

Freight: Finding and Working with Payments (Beginner)
Take a look at PowerTrack from both the carrier's and shipper's perspective. This session analyzes roles and responsibilities within the payment transaction life cycle. Learn how to identify transactions, use stored finds and interpret PowerTrack statements.

What You Will Learn:

• Delve into the best practices available at every step in the transaction life cycle
• Find out how to minimize errors that cause exceptions, troubleshoot and collaboratively resolve issues
• Explore functionality useful in managing your program efficiently

Also offered Thursday, 11:00 a.m. – 12:00 p.m.

Freight: Fine Tune Your Payment Process (Intermediate)
In PowerTrack, you have control over every invoice paid. This session takes you through all the different audits possible so you understand how to apply them to enforce your company's policies. Learn best practices for achieving the highest level of controls and efficiency.

What You Will Learn:

• Explore the many controls available to you
• See how to leverage PowerTrack to make sure payments are made as intended
• Learn best practices others have employed to ensure the process is working while using resources wisely

Also offered Thursday, 11:00 a.m. – 12:00 p.m.

Freight: PowerTrack Reporting Financial Focus Lab (Beginner)
This session covers the latest PowerTrack reporting, with an emphasis on financial analysis. Explore the prompted reports, cubes and queries, and learn to find the reports you need to answer business and analytical questions. Hear how to leverage these reports to optimize your financial performance.

What You Will Learn:

• Review reports specifically designed to increase your financial performance
• Practice running and interpreting financial reports

Also offered Thursday, 9:45 a.m. – 10:45 a.m. or 2:45 p.m. – 3:45 p.m.

Freight: Utility Payments Made Easy
Now more than ever, enterprises are focused on reducing energy costs and ensuring wise energy use. However, making timely and accurate utility payments is a never-ending challenge.

What You Will Learn:

• Learn how PowerTrack's process overcomes short payment terms and paper-based processes to make efficient, electronic utility payments
• Explore the benefits of PowerTrack utility payments, including robust business intelligence that support green initiatives
• Discover how clients ensure the correct amount is paid through audits

Also offered Thursday, 4:00 p.m. – 5:00 p.m.

Fuel: Emergency Fleet Fueling Best Practices to Put in Place Before a Disaster Occurs
Take a look at emergency fueling procedures and strategies from three perspectives — fleet manager, emergency fuel provider and fleet card provider. This session will help you prepare for emergencies before they strike.

What You Will Learn:

• Find out what emergency fleet procedures must be in place prior to a natural disaster
• See how to utilize fleet card providers as a “fueling information source” during natural disasters
• Discover best practices for working with emergency fuel providers

Payables: Payables Impact on Cash Management
Discover why working capital optimization has become a critical aspect of maintaining the economic health of any organization. This session identifies what working capital is and how U.S. Bank solutions positively impact your organization's cash position.

What You Will Learn:

• Understand how inefficient accounts payable and accounts receivable increase risk and raise your costs
• Learn how to use current payment technologies to increase visibility and control over cash
• Find out how to maintain a strong banking relationship

Travel: T&E Expense Automation
Innovative technologies can help streamline aspects of your T&E expense management process.  This session examines the savings and efficiencies that online booking tools, expense reporting systems and corporate travel cards bring.

What You Will Learn:

• Hear about trends and advances in travel and expense management solutions
• Learn how you can achieve direct and indirect savings through automation
• Understand the conditions that support the best outcomes for savings, streamlining of processes and policy compliance

< Back to Wednesday 

2:45 p.m. – 3:45 p.m.

Access Online Instructor-Led Lab
Come and experience the newest functionality that is available in Access Online in this interactive hands-on lab experience.

What You Will Learn:

• Get hands-on experience using the new Access Online functionality
• Have your Access Online questions answered by expert onsite instructors
• Discover tips for data mining while you learn the latest reporting functionality

Also offered Wednesday, 1:30 p.m. – 2:30 p.m.;
Thursday, 9:45 a.m. – 10:45 a.m., 1:30 p.m. – 2:30 p.m. or 2:45 p.m. – 3:45 p.m.

Creating a Complete Compliance Approach
Need to balance cost savings, efficiency, automation and program management benefits with policy and compliance tenets? It is difficult these days due to Sarbanes-Oxley legislation, SAS 70 compliance and rigorous internal audits. This session shows how some U.S. Bank clients get it done.

What You Will Learn:

• Meet your organization's procurement compliance and program audit challenges using internal control systems and U.S. Bank payment products
• Learn how to balance the costs and benefits of compliance programs
• Establish strategies that support your organization's compliance policies
• Leverage the no-cost U.S. Bank tools and proven best practices already available to your organization

Also offered Wednesday, 1:30 p.m. – 2:30 p.m.; Thursday, 2:45 p.m. – 3:45 p.m.

Freight: DOD Accounting for Financial Managers
(U.S. Government Employees Only)
Make sure your organization follows best practices for financial compliance. Attend this informative session and get an overview of important internal controls in your day-to-day processes.

What You Will Learn:

• Explore the many controls available to you
• See how to leverage PowerTrack to make sure payments are made as intended
• Learn best practices others have employed to ensure the process is working while using resources wisely

Freight: International Freight Payments (Beginner)
Freight payments do not occur in just the United States. This session introduces you to PowerTrack Freight Payments in Mexico, Canada and across Europe.

What You Will Learn:

• Hear about challenges specific to cross-border freight payments
• Familiarize yourself with requirements of different international regions
• Uncover how you can leverage PowerTrack globally

Also offered Thursday, 1:30 p.m. – 2:30 p.m.

Freight: Making Critical Decisions for Improved Business Performance (Intermediate)
This session shows how to pull data, create reports and perform analysis to support critical decision-making for your business. Examine the tools and techniques needed to analyze your company's performance.

What You Will Learn:

• Gain insight into the business intelligence available through PowerTrack
• See how to leverage the information to make key business decisions
• Hear examples of how clients have successfully used this intelligence to make better decisions

Also offered Thursday, 1:30 p.m. – 2:30 p.m.

Freight: PowerTrack Reporting Logistics Focus Lab (Beginner)
This session covers the latest in PowerTrack reporting, with an emphasis on logistics and operational analysis. Explore the prompted reports, cubes and queries, and learn to find the reports you need to answer your business and analytical questions. Don't miss this powerful overview.

What You Will Learn:

• Review the reports specifically designed to increase your operational excellence
• Practice running and interpreting logistics reports

Also offered Wednesday, 11:00 a.m. – 12:00 p.m.;
Thursday, 11:00 a.m. – 12:00 p.m. or 4:00 p.m. – 5:00 p.m.

Fuel: Top 5 Fleet Concerns in Today's Economic Environment
Fuel costs, maintenance costs, green initiatives — fleet managers must deal with many issues on a day-to-day basis. Attend this session to learn what organizations are doing to tackle the top five concerns during these tough economic times.

What You Will Learn:

• Learn what other organizations do to reduce fleet costs, prolong vehicle life and comply with stringent regulations
• See how to budget for fixed expenses
• Decide if going green is viable for your organization in today's economy
• Understand how vehicle purchasing and leasing behaviors have changed over the past 18 months

Payables: Introduction to Access Online Payment Plus
Replacing traditional payment methods is easy with Access Online Payment Plus. Attend this session and learn how Payment Plus uses cardless accounts to streamline your payment program.

What You Will Learn:

• Discover what Payment Plus is and how it works
• See how it can automate business processes, increase security and control, and reduce operating expenses
• Understand the positive impact of cardless payments to you and your suppliers

Supplier Management Best Practices
Learn ways you can use data to better manage suppliers and improve efficiency. From vendor masters to accounts payable analyses to reporting, the information can help your organization more effectively manage supplier relationships.

What You Will Learn:

• Discover how to leverage procure-to-pay data to better manage suppliers and drive efficiencies
• Hear why it is important to maintain an up-to-date vendor master file
• Identify preferred vendors and renegotiate contracts using the data captured as part of an automated payment system

Also offered Thursday, 1:30 p.m. – 2:30 p.m. or 4:00 p.m. – 5:00 p.m.

Travel: Introduction to T&E Expense Reporting
This session outlines what expense reporting options are available, how you can seamlessly implement an expense reporting system and how U.S. Bank integrates with each.

What You Will Learn:

• Explore T&E automation using expense management software
• See how it improves internal controls through policy compliance, reimbursement speed and expense report accuracy
• Find out how it provides access to critical expense data

< Back to Wednesday 

4:00 p.m. – 5:00 p.m.

Accounts Payable Fraud Detection and Prevention
Fraud and data breaches have far-reaching effects on the stability and health of organizations. This session explores industry trends as well as what U.S. Bank and its association partners are doing to identify fraud and maintain the highest levels of data security.

What You Will Learn:

• Get the latest details about prevention strategies
• Develop a solid understanding of the strengths and weaknesses in common accounts payable processes
• Learn how to leverage the fraud mitigation services already provided to you

Also offered Wednesday, 1:30 p.m. – 2:30 p.m.

Freight: Demonstrate Success with Your Freight Payment Program (Beginner)
Whether you've implemented yet or not, learn how to create a baseline and metrics to help measure the value of optimizing your freight payment program with PowerTrack. This session also offers best practices to ensure success and ownership for your freight payment program.

What You Will Learn:

• Uncover how to research and demonstrate savings and efficiencies
• Explore metrics that demonstrate progress over time
• Learn about best practices from other successful programs

Also offered Thursday, 2:45 p.m. – 3:45 p.m.

Freight: DTCI Phase IV (U.S. Government Only — Shippers and Carriers)
Check out the latest developments with the Defense Transportation Coordination Initiative (DTCI) and see how PowerTrack supports this important program. Find out what is on the horizon.

What You Will Learn:

• Understand the news and events that are pertinent to shippers and carriers supporting DTCI
• Explore how PowerTrack helps DTCI achieve its goals

Freight: Maximize Network Value
(Intermediate — Commercial Shippers and Carriers Only)
This session is ideal for shippers who want to make the most of the PowerTrack network. Carriers also benefit from this session – they learn how full network participation profits the entire supply chain.

What You Will Learn:

• Exchange tips for building a high-value carrier network
• Understand the value carriers receive from faster, collaborative, highly visible payment processes
• Understand the benefits of full network participation

Also offered Thursday, 1:30 p.m. – 2:30 p.m.

Freight: Payment Transaction Lab for Carriers
Take advantage of these structured exercises in a training environment and get familiar with the most common tasks performed within PowerTrack. Exercises help you search for invoices, approve them, resolve audit exceptions and view work queues. Carriers learn to identify and eliminate the most common errors that delay payment.

What You Will Learn:

• Review the processes carriers use to work with transactions in PowerTrack
• Learn about common errors that delay payment
• Practice working with transactions to become proficient

Also offered Wednesday, 9:45 a.m. – 10:45 a.m.

Freight: Payment Transaction Lab for Shippers
Walk through structured exercises in a training environment that highlight the most common tasks performed within PowerTrack. This session offers exercises to help you search for invoices, approve them, resolve audit exceptions and view work queues.

What You Will Learn:

• Review the processes shippers use to work with transactions in PowerTrack
• Practice working with transactions to become proficient

Also offered Tuesday, 4:15 p.m. – 5:15 p.m.

Fuel: How to Go Green, While Staying in the Black
There are many strategies being promoted to make fleets greener but not all are appropriate for you. This session presents some of the available options to help you determine which is the most appropriate for your organization.

What You Will Learn:

• Hear about steps other organizations are implementing to make their fleets greener
• Learn how “telematics” can monitor vehicle idling and speeding
• Get up to speed on the many new alternative fuel strategies

Identify, Manage and Minimize Internal Fraud and Misuse
Internal fraud and misuse can happen to any program. This interactive session provides real-life scenarios and asks how you would react. Industry experts will also provide their own tips and tricks.

What You Will Learn:

• Learn how internal fraud and misuse are defined using real-life scenarios
• Determine strategies to identify, manage and minimize fraud and misuse for purchasing and corporate card programs
• Drive compliance with specific policies and procedures

Also offered Thursday, 1:30 p.m. – 2:30 p.m. or 4:00 p.m. – 5:00 p.m.

Payables: Introduction to U.S. Bank PowerTrack Payables
This session explores the basic concepts of PowerTrack Payables. It also examines the benefits of using PowerTrack for payments, processing and finance.

What You Will Learn:

• Explore how PowerTrack Payables works including how payments are processed
• Examine the benefits of using PowerTrack for payments, processing and financing
• See how PowerTrack Payables can lower invoice processing and payment costs, enhance controls, ensure compliance through pre-payment audits and improve cash management

Travel: Convergence of Travel Management and Procurement
Want to develop a strategic approach to travel management using procurement principles? This session examines travel procurement processes and payment solutions that increase process efficiency, improve security and control and enhance buying power.

What You Will Learn:

• Define Procure-to-Pay and how it relates to travel expense processes
• Understand how organizations approach Procure-to-Pay and apply procurement and payment practices to travel expense management
• Establish key procurement metrics to monitor travel management performance

< Back to top | < Back to Wednesday 

Thursday Sessions

8 a.m. – 9:30 a.m. | 9:45 a.m. – 10:45 a.m. | 11 a.m. – 12 p.m.
1:30 p.m. – 2:30 p.m. | 2:45 p.m. – 3:45 p.m. | 4:00 p.m. – 5:00 p.m.

8:00 a.m. – 9:30 a.m.

Ben Stein

Ben Stein Speaks: Deadpan Humor and Serious Insights on the Economy
Keynote Speaker
Ben Stein has had what may be the most diverse career of anyone now on the national scene. He has been an award-winning actor, economist, writer, journalist and teacher. Moreover, he is as equally well-known in America's boardrooms as in America's dormitories and fraternity houses. He is certainly the only man to be a famous, humorous teacher about economics and law.

Ben Stein offers laughter, insight and tears as he explores society's most quirky conundrums. An exceptionally gifted economist whose market analysis is sought by companies and organizations across the country, Stein is author of Yes, You Can Supercharge Your Portfolio!; Yes, You Can get a Financial Life; and How to Ruin the United States of America. Stein's career achievements range from speechwriter for President Nixon to the pop icon who starred as Ferris Bueller's teacher. He is, above all, an expert on bringing meaning to both life and work.

Speaker: Ben Stein, actor, economist, writer and teacher

< Back to Thursday 

9:45 a.m. – 10:45 a.m.

1099, Sales and Use Tax
Make sense of the alphabet soup of tax and regulatory management. From QPCA to 1099 to TIN matching and sales and use tax, this session covers what is important to your purchasing card program and how Access Online can support your organization's tax activities.
                       
What You Will Learn:

• Understand what tax and regulatory items matter to purchasing card programs
• Work smarter, not harder by leveraging Access Online
• Establish tax management strategies that support your organization

Also offered Thursday, 2:45 p.m. – 3:45 p.m.

Access Online Instructor-Led Lab
Come and experience the newest functionality that is available in Access Online in this interactive hands-on lab experience.

What You Will Learn:

• Get hands-on experience using the new Access Online functionality
• Have your Access Online questions answered by expert onsite instructors
• Discover tips for data mining while you learn the latest reporting functionality

Also offered Wednesday, 1:30 p.m. – 2:30 p.m. or 2:45 p.m. – 3:45 p.m.; Thursday, 1:30 p.m. – 2:30 p.m. or 2:45 p.m. – 3:45 p.m.

Effective Card Program Management — Purchasing Card
This is a good review for existing clients and a great introduction for new purchasing card clients. Learn about innovative program uses and how
U.S. Bank clients leverage their purchasing card programs to achieve cost savings and improve productivity.

What You Will Learn:

• Get valuable insights for both new program launches and existing program expansions
• Walk away with concrete actionable ideas that can be implemented at your organization
• Identify attributes of successful purchasing card programs
• Establish ongoing program reporting and communication strategies

Also offered Thursday, 11:00 a.m. – 12:00 p.m.

Effective Program Management — PowerTrack
This session is ideal for anyone wanting to know "What does PowerTrack have to offer and what can it do for me?" Join us to learn more about how organizations can gain even greater efficiency and improved cash flow leveraging the robust functionality, processes and technology of PowerTrack.

What You Will Learn:

• Understand how payables and receivables are optimized in PowerTrack
• Examine why PowerTrack is so effective at handling specialized categories of spend, including freight and utility payments
• Explore the value of belonging to a global financial supply chain network
• Discuss consideration factors for PowerTrack adoption

Also offered Thursday, 11:00 a.m. – 12:00 p.m.

Freight: Invoice Lifecycle (Beginner)
This session gives attendees a complete understanding of how invoices progress through the PowerTrack payment process. It is a must for anyone who strives to understand the entire payment process.

What You Will Learn:

• Understand the end-to-end flow of an invoice through PowerTrack
• Learn the key factors that make PowerTrack's process superior to other alternatives
• Find out how to leverage PowerTrack's capabilities to your advantage

Also offered Thursday, 4:00 p.m. – 5:00 p.m.

Freight: Maximize Coverage with Your Freight Payment Program (Intermediate)
Learn how to reap all the benefits that PowerTrack offers across your entire supply chain. This session shows how to manage small parcel, air, rail, ocean and other modes of transportation. It also covers ways to manage more than traditional outbound freight, including inbound and dedicated fleet.

What You Will Learn:

• Gain an understanding of the benefits of PowerTrack's small parcel program and tool
• Review all modes of transportation handled through PowerTrack
• Explore the benefits of managing inbound and dedicated fleet payments in PowerTrack

Also offered Thursday, 4:00 p.m. – 5:00 p.m.

Freight: PowerTrack Reporting Financial Focus Lab (Beginner)
This session covers the latest PowerTrack reporting, with an emphasis on financial analysis. Explore the prompted reports, cubes and queries, and learn to find the reports you need to answer business and analytical questions. Hear how to leverage these reports to optimize your financial performance.

What You Will Learn:

• Review reports specifically designed to increase your financial performance
• Practice running and interpreting financial reports

Also offered Wednesday, 1:30 p.m. – 2:30 p.m.; Thursday, 2:45 p.m. – 3:45 p.m.

Fuel: Voyager Product Updates 2010 and Beyond
The goal of the U.S. Bank Voyager Fleet Systems Product Department is to increase client productivity and fleet management ability. See what product enhancements are coming and hear how they can increase your operational efficiency.

What You Will Learn:

• Hear about new Voyager Fleet Commander Online enhancements
• Learn about a new authorization system that provides more control and greater fraud monitoring
• Find out about expanded reporting functionality and e-mail and text notifications that increase operational efficiency
• Get the inside scoop on what's planned for the next 18 months

Payables: Payables Best Practices in Today's Environment
Position your organization for success in today's challenging environment. Attend this session and see why changes in an organization's accounts payable strategy are vital to its existence and growth.

What You Will Learn:

• Hear about the latest payables best practices and which are key to maintaining a successful A/P operation
• Understand how to effectively leverage your payables program and manage creditor relationships
• Use the data gained from best practices to transform accounts payable into a strategic financial business partner

Public Sector: Best Practices for Managing Your Public Sector Program
State governments, city governments, universities, school districts and non-profits all face challenges similar to those found in other businesses. For instance, how to provide a high level of service despite constrained budgets and reduced resources is an ongoing concern. This session shows how some
U.S. Bank clients make it happen.

What You Will Learn:

• Learn how other public entities leverage U.S. Bank payment solutions to accelerate efficiency and overcome budget challenges
• Hear commercial card best practices tailored specifically to the needs of public sector clients
• Follow these proven best practices to launch or grow an effective commercial card program

Travel: Managing Unmanaged Travel Spend
Whether your travel program is centralized, consolidated or decentralized, find out how you can cut costs and reduce expenses associated with travel by extending your reach, visibility and control over ancillary travel-related expenses. 

What You Will Learn:

• Identify ways to extract more value from your travel program
• Capture the last bastions of unmanaged travel spend: meetings, incentives, conferences and exhibitions (MICE) and other ancillary travel-related expenses
• Apply proven procurement and management techniques to new service and expense categories

< Back to Thursday 

11:00 a.m. – 12:00 p.m.

Effective Card Program Management — Purchasing Card
This is a good review for existing clients and a great introduction for new purchasing card clients. Learn about innovative program uses and how
U.S. Bank clients leverage their purchasing card programs to achieve cost savings and improve productivity.

What You Will Learn:

• Get valuable insights for both new program launches and existing program expansions
• Walk away with concrete actionable ideas that can be implemented at your organization
• Identify attributes of successful purchasing card programs
• Establish ongoing program reporting and communication strategies

Also offered Thursday, 9:45 a.m. – 10:45 a.m.

Effective Program Management — PowerTrack
This session is ideal for anyone wanting to know "What does PowerTrack have to offer and what can it do for me?" Join us to learn more about how organizations can gain even greater efficiency and improved cash flow leveraging the robust functionality, processes and technology of PowerTrack.

What You Will Learn:

• Understand how payables and receivables are optimized in PowerTrack
• Examine why PowerTrack is so effective at handling specialized categories of spend, including freight and utility payments
• Explore the value of belonging to a global financial supply chain network
• Discuss consideration factors for PowerTrack adoption

Also offered Thursday, 9:45 a.m. – 10:45 a.m.

Emergency Preparedness
When emergencies strike, organizations turn to their disaster recovery plans and activate their employee response drills. Make sure your plan includes procedures on how to leverage your payment programs. This session shows you how.

What You Will Learn:

• Hear how to incorporate payment programs into disaster recovery plans
• Discover what organizations need to do to pay for and track “unauthorized” emergency expenditures
• Walk away with details on U.S. Bank emergency card products along with parameters of usage
• Find out how to increase card spend limits “on the fly” using Access Online and Voyager Fleet Commander Online

Freight: Finding and Working with Payments (Beginner)
Take a look at PowerTrack from both the carrier's and shipper's perspective. This session analyzes roles and responsibilities within the payment transaction life cycle. Learn how to identify transactions, use stored finds and interpret PowerTrack statements.

What You Will Learn:

• Delve into the best practices available at every step in the transaction life cycle
• Find out how to minimize errors that cause exceptions, troubleshoot and collaboratively resolve issues
• Explore functionality useful in managing your program efficiently

Also offered Wednesday, 1:30 p.m. – 2:30 p.m.

Freight: Fine Tune Your Payment Process (Intermediate)
In PowerTrack, you have control over every invoice paid. This session takes you through all the different audits possible so you understand how to apply them to enforce your company's policies. Learn best practices for achieving the highest level of controls and efficiency.

What You Will Learn:

• Explore the many controls available to you
• See how to leverage PowerTrack to make sure payments are made as intended
• Learn best practices others have employed to ensure the process is working while using resources wisely

Also offered Wednesday, 1:30 p.m. – 2:30 p.m.

Freight: Invoice Lifecycle for Household Goods (HHG)
This session offers tips and tools to help HHG Personal Property Shipping Offices (PPSOs) and Transportation Service Providers (TSPs) manage their workload. It covers basic transaction flows and describes responsibilities for PPSOs and TSPs. As a HHG TSP, learn how to improve payment cycle time and cash flow.

What You Will Learn:

• Understand the end-to-end flow of an HHG invoice through the Centralized Web Application (CWA)/Defense Personal Property System (DPS) and PowerTrack
• Get tips and resources to help manage your daily responsibilities
• Learn how to leverage PowerTrack's capabilities to your advantage

Freight: PowerTrack Reporting Logistics Focus Lab (Beginner)
This session covers the latest in PowerTrack reporting, with an emphasis on logistics and operational analysis. Explore the prompted reports, cubes and queries, and learn to find the reports you need to answer your business and analytical questions. Don't miss this powerful overview.

What You Will Learn:

• Review the reports specifically designed to increase your operational excellence
• Practice running and interpreting logistics reports

Also offered Wednesday, 11:00 a.m. – 12:00 p.m. or 2:45 p.m. – 3:45 p.m.; Thursday, 4:00 p.m. – 5:00 p.m.

Freight: PowerTrack Reporting Logistics Focus Lab (Intermediate)
This session covers the latest in PowerTrack reporting, with an emphasis on logistics and operational analysis. Explore the prompted reports, cubes and queries, and learn to find the reports you need to answer your business and analytical questions. Don't miss this powerful overview.

What You Will Learn:

• Review the reports specifically designed to increase your operational excellence
• Practice running and interpreting logistics reports

Also offered Wednesday, 9:45 a.m. – 10:45 a.m.;
Thursday, 1:30 p.m. – 2:30 p.m.

Fuel Trends and How They Impact Your Operation
Fuel prices have fluctuated widely the past 24 months making it almost impossible to budget for fuel costs. This session will examine recent trends in the fuels market and look at hedging strategies clients can use to budget for future fuels costs.

What You Will Learn:

• Examine recent fuel market trends including what pump price organizations can expect in 2010 and 2011
• See if fuel hedging is the right strategy for your organization
• Know which measures can help you budget for fluctuating fuel prices

Payables: Leverage Your Payment Tools — A Case Study in Effective Payables Management
This session lets you see how successful organizations review their payables program and choose a mix of payment solutions to meet their accounts payable needs.

What You Will Learn:

• Understand why a payment method mix impacts your bottom line
• Learn steps needed to optimize payment programs
• Identify your payment needs and see how to match them to payment methods

Public Sector: Stimulus Fund Tracking — American Recovery and Reinvestment Act (ARRA) and Canadian Stimulus Program
As stimulus funds begin to flow to states and provinces, there has never been a greater need for accountability and transparency. Find out how U.S. Bank can support your stimulus fund payment, tracking and reporting needs.

What You Will Learn:

• Learn how U.S. Bank resources help state, provincial and local governments meet ARRA/Canadian Stimulus funds requirements
• See how PowerTrack and robust commercial card options from
  U.S. Bank help track and report efficient and effective funds use

Travel: Strategic Meeting Management Across the Organization
Many organizations combine transient travel and meetings under the same organizational control to reduce costs and redundancies. This session examines the successful marriage of these two significant spend areas including why some organizations choose to keep them apart.

What You Will Learn:

• Understand the different strategies for combining (or not combining) transient travel and meeting spend
• Achieve bottom-line results through scalability, efficiencies and consistency

< Back to Thursday 

1:30 p.m. – 2:30 p.m.

Access Online Instructor-Led Lab
Come and experience the newest functionality that is available in Access Online in this interactive hands-on lab experience.

What You Will Learn:

• Get hands-on experience using the new Access Online functionality
• Have your Access Online questions answered by expert onsite instructors
• Discover tips for data mining while you learn the latest reporting functionality

Also offered Wednesday, 1:30 p.m. – 2:30 p.m. or 2:45 p.m. – 3:45 p.m.; Thursday, 9:45 a.m. – 10:45 a.m. or 2:45 p.m. – 3:45 p.m.

Freight: DP3 Update (HHG)
As industry and the services continue to implement Phase 2 and beyond in the Defense Personal Property Program (DP3), learn what is new and how it impacts you and your organization. Whether you are a Transportation Service Provider (TSP), a Personal Property Shipping Office (PPSO) or services representative, you won't want to miss the latest updates.

What You Will Learn:

• Learn about DP3's recent developments and accomplishments
• Find out how PowerTrack supports TSPs and PPSOs in DP3

Freight: International Freight Payments (Beginner)
Freight payments do not occur in just the United States. This session introduces you to PowerTrack Freight Payments in Mexico, Canada and across Europe.

What You Will Learn:

• Hear about challenges specific to cross-border freight payments
• Familiarize yourself with requirements of different international regions
• Uncover how you can leverage PowerTrack globally

Also offered Wednesday, 2:45 p.m. – 3:45 p.m.

Freight: Making Critical Decisions for Improved Business Performance (Intermediate)
This session shows how to pull data, create reports and perform analysis to support critical decision-making for your business. Examine the tools and techniques needed to analyze your company's performance.

What You Will Learn:

• Gain insight into the business intelligence available through PowerTrack
• See how to leverage the information to make key business decisions
• Hear examples of how clients have successfully used this intelligence to make better decisions

Also offered Wednesday, 2:45 p.m. – 3:45 p.m.

Freight: Maximize Network Value (Intermediate — Commercial Shippers and Carriers Only)
This session is ideal for shippers who want to make the most of the PowerTrack network. Carriers also benefit from this session – they learn how full network participation profits the entire supply chain.

What You Will Learn:

• Exchange tips for building a high-value carrier network
• Understand the value carriers receive from faster, collaborative, highly visible payment processes
• Understand the benefits of full network participation

Also offered Wednesday, 4:00 p.m. – 5:00 p.m.

Freight: PowerTrack Reporting Logistics Focus Lab (Intermediate)
This session covers the latest in PowerTrack reporting, with an emphasis on logistics and operational analysis. Explore the prompted reports, cubes and queries, and learn to find the reports you need to answer your business and analytical questions. Do not miss this powerful overview.

What You Will Learn:

• Review the reports specifically designed to increase your operational excellence
• Practice running and interpreting logistics reports

Also offered Wednesday, 9:45 a.m. – 10:45 a.m.;
Thursday, 11:00 a.m. – 12:00 p.m.

Identify, Manage and Minimize Internal Fraud and Misuse
Internal fraud and misuse can happen to any program. This interactive session provides real-life scenarios and asks how you would react. Industry experts will also provide their own tips and tricks.

What You Will Learn:

• Learn how internal fraud and misuse are defined using real-life scenarios
• Determine strategies to identify, manage and minimize fraud and misuse for purchasing and corporate card programs
• Drive compliance with specific policies and procedures

Also offered Wednesday, 4:00 p.m. – 5:00 p.m.; Thursday, 4:00 p.m. – 5:00 p.m.

Payables: Trends in Accounts Payable Management
In the “new” economy, organizations are under pressure to perform as efficiently and cost-effectively as possible. Many are turning to the A/P department to help reduce costs and increase visibility. In this session, we look at key trends including the increased role of accounts payable/shared services as a cost control, data resource and change leader.

What You Will Learn:

• Find out how to recognize trends in your own organization and capitalize on them
• Hear which trends leading organizations embrace to optimize A/P operations
• Know how to benchmark your A/P operations against similar businesses
• Understand which solutions enhance visibility into the A/P function and improve A/P processing

Professional Growth and Development
It is important to keep your professional skills sharp. Learn about the many associations available, which ones offer robust educational programs and why becoming an accredited association professional matters.

What You Will Learn:

• Say on top of your game by participating in professional industry associations and achieving accreditation
• Discover which associations offer educational programs to keep your professional skills current
• Hear what it takes to become accredited and why it is important

Also offered Thursday, 4:00 p.m. – 5:00 p.m.

Supplier Management Best Practices
Learn ways you can use data to better manage suppliers and improve efficiency. From vendor masters to accounts payable analyses to reporting, the information can help your organization more effectively manage supplier relationships.

 What You Will Learn:

• Discover how to leverage procure-to-pay data to better manage suppliers and drive efficiencies
• Hear why it is important to maintain an up-to-date vendor master file
• Identify preferred vendors and renegotiate contracts using the data captured as part of an automated payment system

Also offered Wednesday, 2:45 p.m. – 3:45 p.m. or
Thursday, 4:00 p.m. – 5:00 p.m.

Travel: Demand Management and Employee Engagement Strategies
Engage employees within your travel management program to achieve greater compliance, control and efficiency.  This session explores how travel management and policies help or hurt employee participation.

What You Will Learn:

• Instill a culture of cost control and accountability with your organization
• Explore how you can boost travel program compliance for travelers and others not directly reporting to you
• Drive consistent policies and procedures across your organization
• Use T&E data to measure performance and proactively reduce your organization's cost structure

< Back to Thursday 

2:45 p.m. – 3:45 p.m.

1099, Sales and Use Tax
Make sense of the alphabet soup of tax and regulatory management. From QPCA to 1099 to TIN matching and sales and use tax, this session covers what is important to your purchasing card program and how Access Online can support your organization's tax activities.
                       
What You Will Learn:

• Understand what tax and regulatory items matter to purchasing card programs
• Work smarter, not harder by leveraging Access Online
• Establish tax management strategies that support your organization

Also offered Thursday, 9:45 a.m. – 10:45 a.m.

Access Online Instructor-Led Lab
Come and experience the newest functionality that is available in Access Online in this interactive hands-on lab experience.

What You Will Learn:

• Get hands-on experience using the new Access Online functionality
• Have your Access Online questions answered by expert onsite instructors
• Discover tips for data mining while you learn the latest reporting functionality

Also offered Wednesday, 1:30 p.m. – 2:30 p.m. or 2:45 p.m. – 3:45 p.m.; Thursday, 9:45 a.m. – 10:45 a.m. or 1:30 p.m. – 2:30 p.m.

Creating a Complete Compliance Approach
Need to balance cost savings, efficiency, automation and program management benefits with policy and compliance tenets? It is difficult these days due to Sarbanes-Oxley legislation, SAS 70 compliance and rigorous internal audits. This session shows how some U.S. Bank clients get it done.

What You Will Learn:

• Meet your organization's procurement compliance and program audit challenges using internal control systems and U.S. Bank payment products
• Learn how to balance the costs and benefits of compliance programs
• Establish strategies that support your organization's compliance policies
• Leverage the no-cost U.S. Bank tools and proven best practices already available to your organization

Also offered Wednesday, 1:30 p.m. – 2:30 p.m. or 2:45 p.m. – 3:45 p.m.

Freight: Demonstrate Success with Your Freight Payment Program (Beginner)
Whether you have implemented yet or not, learn how to create a baseline and metrics to help measure the value of optimizing your freight payment program with PowerTrack. This session also offers best practices to ensure success and ownership for your freight payment program.

What You Will Learn:

• Uncover how to research and demonstrate savings and efficiencies
• Explore metrics that demonstrate progress over time
• Learn about best practices from other successful programs

Also offered Wednesday, 4:00 p.m. – 5:00 p.m.

Freight: DPS Basic Training (HHG)
Join us and learn about the Defense Personal Property System (DPS). This session covers the ins and outs of invoice processing through DPS and payment in PowerTrack. Learn about terminology, new features, reporting capabilities and more.

What You Will Learn:

• Understand the components of DPS
• Examine invoice processing and payment through DPS and PowerTrack
• Hear about features that can make you more efficient

Freight: PowerTrack Reporting Financial Focus Lab (Beginner)
This session covers the latest PowerTrack reporting, with an emphasis on financial analysis. Explore the prompted reports, cubes and queries, and learn to find the reports you need to answer business and analytical questions. Hear how to leverage these reports to optimize your financial performance.

What You Will Learn:

• Review reports specifically designed to increase your financial performance
• Practice running and interpreting financial reports

Also offered Wednesday, 1:30 p.m. – 2:30 p.m.;
Thursday, 9:45 a.m. – 10:45 a.m.

How to Prepare for an Internal Audit
Discover strategies organizations employ to not only survive but thrive after an internal audit. Find out what key factors auditors typically measure and how you can prepare for a program audit.

What You Will Learn:

• Learn why audit results matter
• Pinpoint the most common areas of concern
• Identify measures your organization can take to prepare for auditors

Also offered Thursday, 4:00 p.m. – 5:00 p.m.

Travel: Travel Data Aggregation and Integration
See how organizations implement innovative dashboards to get real-time visibility into T&E spend and compliance activities. This session explores the benefits of combining corporate travel card solutions with decision-support tools to consolidate global T&E data for fast, accurate analysis and complete visibility over corporate travel expenditures.

What You Will Learn:

• Establish well-defined performance indicators that align with the travel program and provide actionable insights
• Integrate data and reporting from a variety of sources to provide a complete picture of travel management performance
• Provide management relevant, easy-to-use reporting to make immediate and effective changes in travel policy

< Back to Thursday 

4:00 p.m. – 5:00 p.m.

Freight: Household Goods (HHG) Roundtable
This facilitated, interactive dialogue puts you on the front line of discussion with your industry and government partners. An annual highlight for HHG, this session focuses on sharing best practices among all HHG stakeholders to improve processes and collaboration in DP3.

What You Will Learn:

• Hear from influential leaders in DP3 regarding best practices
• Join your colleagues in discussing issues and opportunities in support of DP3

Freight: Invoice Lifecycle (Beginner)
This session gives attendees a complete understanding of how invoices progress through the PowerTrack payment process. It is a must for anyone who strives to understand the entire payment process.

What You Will Learn:

• Understand the end-to-end flow of an invoice through PowerTrack
• Learn the key factors that make PowerTrack's process superior to other alternatives
• Find out how to leverage PowerTrack's capabilities to your advantage

Also offered Thursday, 9:45 a.m. – 10:45 a.m.

Freight: Maximize Coverage with Your Freight Payment Program (Intermediate)
Learn how to reap all the benefits that PowerTrack offers across your entire supply chain. This session shows how to manage small parcel, air, rail, ocean and other modes of transportation. It also covers ways to manage more than traditional outbound freight, including inbound and dedicated fleet.

What You Will Learn:

• Gain an understanding of the benefits of PowerTrack's small parcel program and tool
• Review all modes of transportation handled through PowerTrack
• Explore the benefits of managing inbound and dedicated fleet payments in PowerTrack

Also offered Thursday, 9:45 a.m. – 10:45 a.m.

Freight: PowerTrack Reporting Financial Focus Lab (Intermediate)
This session covers the latest PowerTrack reporting, with an emphasis on financial analysis. Explore the prompted reports, cubes and queries, and learn to find the reports you need to answer business and analytical questions. Hear how to leverage these reports to optimize your financial performance.

What You Will Learn:

• Review reports specifically designed to increase your financial performance
• Practice running and interpreting financial reports

Also offered Tuesday, 4:15 p.m. – 5:15 p.m.;
Wednesday, 11:00 a.m. – 12:00 p.m.

Freight: PowerTrack Reporting Logistics Focus Lab (Beginner)
This session covers the latest in PowerTrack reporting, with an emphasis on logistics and operational analysis. Explore the prompted reports, cubes and queries, and learn to find the reports you need to answer your business and analytical questions. Don't miss this powerful overview.

What You Will Learn:

• Review the reports specifically designed to increase your operational excellence
• Practice running and interpreting logistics reports

Also offered Wednesday, 11:00 a.m. – 12:00 p.m. or 2:45 p.m. – 3:45 p.m.; Thursday, 11:00 a.m. – 12:00 p.m.

Freight: Utility Payments Made Easy
Now more than ever, enterprises are focused on reducing energy costs and ensuring wise energy use. However, making timely and accurate utility payments is a never-ending challenge.

What You Will Learn:

• Learn how PowerTrack's process overcomes short payment terms and paper-based processes to make efficient, electronic utility payments
• Explore the benefits of PowerTrack utility payments, including robust business intelligence that support green initiatives
• Discover how clients ensure the correct amount is paid through audits

Also offered Wednesday, 1:30 p.m. – 2:30 p.m.

How to Prepare for an Internal Audit
Discover strategies organizations employ to not only survive but thrive after an internal audit. Find out what key factors auditors typically measure and how you can prepare for a program audit.

What You Will Learn:

• Learn why audit results matter
• Pinpoint the most common areas of concern
• Identify measures your organization can take to prepare for auditors

Also offered Thursday, 2:45 p.m. – 3:45 p.m.

Identify, Manage and Minimize Internal Fraud and Misuse
Internal fraud and misuse can happen to any program. This interactive session provides real-life scenarios and asks how you would react. Industry experts will also provide their own tips and tricks.

What You Will Learn:

• Learn how internal fraud and misuse are defined using real-life scenarios
• Determine strategies to identify, manage and minimize fraud and misuse for purchasing and corporate card programs
• Drive compliance with specific policies and procedures

Also offered Wednesday, 4:00 p.m. – 5:00 p.m.; Thursday, 1:30 p.m. – 2:30 p.m.

Professional Growth and Development
It is important to keep your professional skills sharp. Learn about the many associations available, which ones offer robust educational programs and why becoming an accredited association professional matters.

What You Will Learn:

• Say on top of your game by participating in professional industry associations and achieving accreditation
• Discover which associations offer educational programs to keep your professional skills current
• Hear what it takes to become accredited and why it is important

Also offered Thursday, 1:30 p.m. – 2:30 p.m.

Supplier Management Best Practices
Learn ways you can use data to better manage suppliers and improve efficiency. From vendor masters to accounts payable analyses to reporting, the information can help your organization more effectively manage supplier relationships.

What You Will Learn:

• Discover how to leverage procure-to-pay data to better manage suppliers and drive efficiencies
• Hear why it is important to maintain an up-to-date vendor master file
• Identify preferred vendors and renegotiate contracts using the data captured as part of an automated payment system

Also offered Wednesday, 2:45 p.m. – 3:45 p.m. or
Thursday, 1:30 p.m. – 2:30 p.m.

Travel: Launching a Successful Global Travel Program
The globalization of business operations has increased the need to support employees residing or traveling outside North America. See why many organizations' programs described as "global" may actually fall short.

What You Will Learn:

• Define a global travel program and the benefits and challenges of going global
• Know what to measure and the key things to consider in a global program
• Learn where to start when launching your program

* All times Eastern Standard Time

< Back to top | < Back to Thursday