Improving cash flow within the working capital cycle includes a payables component.  The NWAFP is happy to present a panel discussion focusing on a key tool within payables, the credit card program. 
 
We’ll cover how purchasing, travel, and ghost cards can be used and optimized to maximize card spending and improve efficiency.  During the discussion we’ll cover how a thoughtfully designed program can replace manual processes, create efficiencies and reduce costs.  In additional we’ll speak about the types programs that exist and their best uses, plus how to build card holder accountability through reporting and reconciliation.  We’ll also touch on how a card payables program can be rolled out without damaging vendor relationships.
 
Please join the NWAFP and learn more about card programs and how to maximize their utility.

Meet the panelists:

Kim Batts
Accounts Payable Manager
DaVita Inc.

Kim Batts has 18 years of corporate Accounts Payable (AP) experience at Fortune 200 healthcare provider DaVita Inc. Kim is responsible for managing DaVita’s corporate credit card program currently leveraging over 10,000 cards with over $100 million in annual spend. Kim also manages DaVita’s online expense tool, vendor master maintenance, and AP payment issuance. Prior to joining DaVita she spent 16 years in small business management. Kim is a certified Accounts Payable Manager (APM) with The Institute of Finance & Management. She holds a bachelor’s degree in Accounting from Western Governors University, Washington.


Brad W. Smallwood
Treasury Product Solutions Specialist
Bank of America Merrill Lynch, Global Card and Comprehensive Payables

Brad is a senior treasury product solutions specialist for Bank of America Merrill Lynch’s Global Card and Comprehensive Payables team.  He has over 20 years of experience in the credit card and expense automation field and is responsible for providing consultative support to Bank of America’s clients, in the Western United States and Canada.  In this role, Brad works with clients and the banking team to provide consulting services to structure payment and reporting solutions to meet a client’s goals, increase efficiencies, improve working capital and maximize the benefits of their overall card and comprehensive payables programs. 
 
Prior to his current role, Brad worked for other banking and expense management/reporting firms where he was responsible for business development and account management in the large corporate marketplace. A Bachelor of Arts graduate of Western Washington University, Brad started his career in the travel industry and expanded his expertise with rolls in expense management automation and the commercial card payment solutions with companies that include U.S. Bank, GE Capital and Gelco Paynetwork (acquired by Concur).


Kristinn Jackson
Assistant Director
PACCAR
 
Kristinn provides strategic direction, support, project management and sourcing within the global travel, expense and card programs and HR and professional services commodities. Kristinn’s role includes providing ongoing leadership and direction of global project teams in Australia, Brasil, Canada, Mexico, Netherlands U.K. and U.S. to consolidate and implement travel, expense and card programs and systems.
Prior to joining PACCAR, Kristinn spent 15 years in the airline industry with Delta Air Lines and Northwest Airlines. She holds a master’s degree in Organizational Management from the University of Phoenix.


Patrick Guilfoy, CTP, CTP(CD)
Peak Treasury

Patrick is a consultant specializing Treasury activities and corporate planning and analysis. He has held several senior treasury and finance positions in Fortune 500 companies. In these roles, he has been responsible for all aspects of the global corporate treasury, including cash, investment and debt management, forecasting and budgeting. Patrick is a past President of the NWAFP and has served on several committees of the Association for Financial Professionals (AFP). He holds a Finance degree from the University of Central Florida and a Masters of International Business from the University of South Carolina. Patrick is also a Certified Treasury Professional in the United States and Canada.
 

Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals

Registration

The meeting and lunch are included in the annual membership. All Members are eligible to bring a new one-time guest at no cost. Both members and guests must register. If the paid member cannot attend a meeting, a substitute may attend. Non-members pay the guest price of $45. Non-working students pay the student guest price of $15. To register, click the Registration button below.

Logistics

The meeting will take place at McCormick & Schmick's Harborside. The registration and networking begin at 11am, lunch at 11:30am, and the presentation will be from 12:00 - 1:00pm.

NWAFP provides parking validation when parking in the lower McCormick and Schmick's lot. If riding the bus, use King County bus route 40. The restaurant is also within walking distance of a stop on the Seattle Streetcar. The NWAFP encourages ride sharing to its meetings.