Purchasing Cards: Overcoming Risks and Creating an Effective Program

Instructor: Craig M Taggart
Product ID: 706283
  • 20
  • February 2020
    Thursday
  • 10:30 AM PST | 01:30 PM EST
    Duration: 90 Min
This purchase card training program will detail the components of a successful purchasing card program. It will also discuss implementing proper purchasing card controls, types of risk including fraud and misuse, auditing techniques, and more.

Live Online Training
February 20, Thursday 10:30 AM PST | 01:30 PM EST | Duration: 90 Min

$199.00
One Dial-in One Attendee
$549.00
Group-Max. 10 Attendees/Location
(For Multiple Locations Contact Customer Care)
Super Deal - Get CD/USB Drive Free!

recorded version

$249.00
1x Person - Unlimited viewing for 6 Months
(For multiple locations contact Customer Care)
Recorded Link and Ref. material will be available in My CO Section 48 hrs after completion of Live training

Training CD / USB Drive

$349.00
One CD/USB is for usage in one location only.
(For multiple locations contact Customer Care)
CD/USB and Ref. material will be shipped within 15 business days after completion of Live training

Combo Offers

Live + Recorded Version

$399.00

Live + Training CD/USB

$449.00

Customer Care

Fax: +1-650-362-2367

Email: customercare@complianceonline.com

Read Frequently Asked Questions

Why Should You Attend:

If you don't prepare your own profit and loss statement, you may not understand what you are trying to communicate about your business' financial performance. Many business owners and senior executives have stacks of reports they never look at because none of them seem to make much sense. Understanding your P&L is vital to small businesses because it also serves as the income statement. Whether it's time to apply for business credit or a loan, or time to sell your business, you'll need to bring your P&Ls going back 2 to 3 years. This webinar will help you understand the terms, format, and key performance indicators of profit and loss statements.

Learning Objectives:

  • Determining how purchasing cards fit within the overall organization strategy
  • Components of a successful purchasing card program
  • Implementing proper purchasing card controls
  • How to identify highest risk transactions including cybercrime
  • Types of risk including fraud and misuse
  • Auditing techniques
  • Internal controls and governance
  • Discussion of types of purchasing cards available
  • How to avoid common purchasing card fraud
  • Develop effective purchasing card policies

Areas Covered in the Webinar:

  • Why use purchasing cards
  • Roles and responsibilities in purchasing card programs
  • Commonly identified risks
  • Components of a successful program
  • How to audit your p-card program
  • How to develop an effective purchase card policy
  • Assessing risk
  • Building preventive controls

Who Will Benefit:

  • CFOs
  • Controllers
  • Procurement Professionals
  • Accounts Payable Managers and Directors
  • P-Card Administrators
  • Internal Auditors
  • Treasury Leadership
Instructor Profile:
Craig M Taggart

Craig M Taggart
Managing Director, BCC Capital Partners

Craig Taggart has almost a decade of experience in the fields of mergers and acquisitions and business financing. Mr. Taggart works strategically with his clients to achieve the highest value for their business within the capital markets. His experience with BCC Capital Partners in the M&A industry has greatly contributed to his understanding of transaction structure, strategic placement of buyers, and the attainment of maximum market value for his clients. He has represented and sold many businesses in a number of different industries and has significant experience working with companies in: continuing education, transportation, software and professional services. Mr. Taggart is currently working in the clean energy sector that covers multiple initiatives within M&A and corporate development.

He is a certified merger and acquisition advisor, accredited valuation analyst as well as an active member of Alliance of Mergers and Acquisition, and The National Association of Certified Valuators and Analysts (NACVA). His knowledge and expertise also extends to systems such as: Software as a Service (SaaS), and ERP and CRM systems (Netsuite, Salesforce, Sage 100, 500, X3 ERP). Mr. Taggart has been a certified fraud examiner since 2011 and has previously worked at Deloitte with their quality risk management team.

He earned his MBA from the San Diego State University specializing in financial management. Mr. Taggart graduated from the California State University Northridge with a bachelor’s degree majoring in organizational psychology.

Follow us :
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Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

If you have any concern about the content of the webinar and not satisfied please contact us at below email or by call mentioning your feedback for resolution of the matter.

We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email customercare@complianceonline.com call +1-888-717-2436 (Toll Free).

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