GSA Federal Supply Service. Navigating the GSA SmartPay Conference for Citibank Clients

Transcription

1 GSA Federal Supply Service Navigating the GSA SmartPay Conference for Citibank Clients

2 Explore Citibank Commercial Cards, Government Services Navigating the GSA SmartPay Conference for Citibank Clients The Eighth Annual GSA SmartPay Conference Ethan Carr, August 1,

3 Goal & Objectives To help you decide what you want to learn, where you want to be, and what time you need to be there Let us help you select what sessions are right for you to maximize your learning experience at the conference You will benefit by creating your own personalized schedule of classes 3

4 Build your personal schedule 4

5 Renaissance Hotel 1st Floor Meeting Rooms 5

6 Renaissance Hotel 2 nd Floor Meeting Rooms 6

7 Stop by to visit us! Citibank Welcome Center Majestic C, 2nd floor Tuesday, August 1» 11:30 am 5:00 pm Wednesday, August 2» 8:00 am 5:00 pm Thursday, August 3» 8:00 am 1:00 pm Meet your Client Account Managers, NIB representatives and more! Slide show of the conference starting Wednesday 7

8 Stop by to learn even more! Citibank Technical Demonstration Center Landmark 5, 1 st floor Tuesday, August 1» 11:30 am 5:00 pm Wednesday, August 2» 8:00 am 5:00 pm Thursday, September 3» 8:00 am 1:00 pm One-on-one assistance Mini-sessions conducted on multiple features of our Web-based tools to make you more productive 8

9 Start building your personalized schedule! Tuesday, August 1, 11:00 am 12:00 pm Department of State, Purchase Card Meeting Majestic H, 2 nd floor 9

10 We have just begun! Tuesday, August 1, 12:30 pm 1:40 pm Citibank Travel Card Electronic Tools Overview Majestic D, 2 nd floor Citibank Purchase Card Electronic Tools Overview Majestic E, 2 nd floor CitiDirect Card Management System for New Users, Hands-on Training Landmark 3, 1 st floor, session repeats Wednesday at 12:30 pm Citibank Custom Reporting System, Using Filters for Advanced Users, Hands-on Training Landmark 6, 1 st floor, session repeats Wednesday at 2:00 pm Mini-Session Topic Citibank Online Statements, A/OPC Entitlements Landmark 5, 1 st floor 10

11 Tuesday, August 1, 2:00 pm 3:10 pm Credit Card Basics Majestic D, 2 nd floor Program Optimization for the Purchase Card Majestic E, 2 nd floor CitiDirect Card Management System, Hands-On Training for Experienced Users Purchase Card Reallocation Landmark 3, 1 st floor Citibank Custom Reporting System The Basics for New Users, Hands-on Training Landmark 6, 1 st floor, session repeats Wednesday at 8:00 am Mini-Session Topic Citibank Online Statements, Travel Individually-billed Payments Landmark 5, 1 st floor 11

12 Tuesday, August 1, 3:30 pm 4:40 pm Citibank Best Practices for Payments, Collections and Managing Delinquencies in Your Travel Card Program Majestic D, 2 nd floor Techniques for Establishing a Successful Audit Process Majestic E, 2 nd floor CitiDirect Card Management System, Hands-On Training for the Navy Landmark 3, 1 st floor, session repeated Wednesday at 9:30 am Citibank Custom Reporting System Creating Reports for New Users, Hands-on Training Landmark 6, 1 st floor, session repeated Wednesday at 3:30 pm Mini-Session Topic Citibank Online Statements, Self Registration Landmark 5, 1 st floor 12

13 Let s have some fun! Tuesday, August 1, 7:00 pm 10:00 pm Citibank s Meet Me at the Fair Party America s Center Hall 3, Level 1 13

14 On Wednesday you will be very busy! Wednesday, August 2, 8:00 am 9:10 am A Training Guide for the NEW A/OPC Majestic D, 2 nd floor Citibank Fleet Card Overview Majestic F, 2 nd Floor CitiDirect Card Management System for Experienced Users, Hands-On Training Landmark 3, 1 st floor, session repeats Wednesday at 3:30 pm Citibank Custom Reporting System The Basics for New Users, Hands-On Training Landmark 6, 1 st floor, session repeated from Tuesday 14

15 Wednesday, August 2, 9:30 am 10:40 am A Training Guide for the ESTABLISHED A/OPC Majestic D, 2 nd floor Citibank Presents: National Industries for the Blind Majestic E, 2 nd floor CitiDirect Card Management System, Hands-On Training for the Navy Landmark 3, 1st floor, session repeated from Tuesday Citibank Custom Reporting System, For the Purchase Card, Hands-On Training for Advanced Users Landmark 6, 1st floor, session repeated Thursday at 9:30 am 15

16 Wednesday, August 2, 11:00 am 12:00 pm Department of State, Travel Card Meeting Majestic H, 2 nd floor 16

17 Wednesday, August 2, 12:30 pm 1:40 pm Disputes Resolution Without Delay Majestic D, 2 nd floor Information Security and Identity Theft Majestic E, 2 nd floor CitiDirect Card Management System for New Users, Hands-on Training Landmark 3, 1 st floor, session repeated from Tuesday Citibank Custom Reporting System, for the Travel Card, Hands-On Training for Advanced Users Landmark 6, 1 st floor, session repeats Thursday at 8 am Mini-Session Topic CitiDirect Card Management System, Transaction Reallocation Landmark 5, 1 st floor 17

18 Wednesday, August 2, 2:00 pm 3:10 pm How to Use Citibank Online Statements Majestic D, 2 nd floor Benchmarking the Success of Your Program Majestic E, 2 nd floor Citibank Travel Card Administration Using Electronic Solutions, Hands-on Training for Experienced Users Landmark 3, 1 st floor Citibank Custom Reporting System Using Filters, Hands-On Training for Advanced Users Landmark 6, 1 st floor Mini-Session Topic CitiDirect Card Management System, Viewing Statements Landmark 5, 1 st floor 18

19 Wednesday, August 2, 3:30 pm 5:00 pm Citibank Travel Card Roundtable Majestic D, 2 nd floor Citibank Purchase Card Roundtable Majestic E, 2 nd floor 19

20 Wednesday, August 2, 3:30 pm 4:30 pm CitiDirect Card Management System for Experienced Users, Hands-On Training Landmark 3, 1 st floor, session repeated from Wednesday Citibank Custom Reporting System Creating Reports for New Users, Hands-on Training Landmark 6, 1 st floor, session repeated from Tuesday Mini-Session Topic Citibank Electronic Reporting System, TBR Reports Landmark 5, 1 st floor 20

21 Thursday is your last day! Thursday, August 3, 8:00 am 9:10 am Technology Enhancements for the Navy Purchase Card Program Majestic F, 2 nd floor Citibank Custom Reporting System, for the Travel Card, Hands-On Training for Advanced Users Landmark 6, 1 st floor, session repeated from Wednesday Mini-Session Topic Citibank Electronic Reporting System Uploading Files Landmark 5, 1 st floor Veterans Affairs Purchase Card Meeting Majestic H, 2 nd floor Until 10:00 am 21

22 Thursday, August 3, 9:30 am 10:40 am Citibank and Visa Presentation Majestic D, 2 nd floor Citibank and MasterCard Presentation Majestic E, 2 nd floor Citibank Navy Roundtable Majestic F, 2 nd floor, until 11:00 am Citibank Online Statements and the Citibank Electronic Reporting System, Hands on Training for Experienced Users Landmark 3, 1 st floor Citibank Custom Reporting System, For the Purchase Card, Hands-On Training for Advanced Users Landmark 6, 1st floor, session repeated from Wednesday Mini-Session Topic Citibank Custom Reporting System, Report Subscription Landmark 5, 1 st floor 22

23 Thursday, August 3, 10:00 am 12:00 pm Veterans Affairs Travel Card Meeting Majestic H, 2nd floor Thursday, August 3, 11:00 am 12:00 pm Mini-Session Topic Citibank Custom Reporting System, Exporting Data Landmark 5, 1st floor 23

24 for Citibank Clients Thursday, August 3, 12:30 pm 2:00 pm Preventing Fraud and Misuse in Your Card Program Majestic D, 2 nd floor Thursday, August 3, 2:00 pm 3:10 pm Hands-On Training for the Navy Program Audit Tool Landmark 3, 1 st floor 24

25 Summary Our goal and objective for the session: To help you decide what you want to learn, where you want to be, and what time you need to be there To help you select what sessions are right for you to maximize your learning experience at the conference To create your own personalized schedule of classes 25

26 Questions? 26

27 Reminders Thank you for attending this session! Visit the Citigroup Welcome Center Majestic Ballroom C, Level Two National Industries for the Blind will have a display of products Visit the Citigroup Technical Demonstration Center Landmark 5, Level One Please take a moment to complete your GSA survey for this session Citibank party is tonight! America s Center, Exhibit Hall 3, Level One, at 7:00 p.m. 27

28 Citigroup's Corporate and Investment Bank ("CIB") maintains a policy of strict compliance to the anti-tying provisions of the Bank Holding Company Act of 1956, as amended, and the regulations issued by the Federal Reserve Board implementing the anti-tying rules (collectively, the "Anti-tying Rules"). Moreover, our credit policies provide that credit must be underwritten in a safe and sound manner and be consistent with Section 23B of the Federal Reserve Act and the requirements of federal law. Consistent with these requirements, and the CIB's Anti-tying Policy: You will not be required to accept any particular product or service offered by Citibank or any Citigroup affiliate as a condition to the extension of commercial loans or other products or services to you by Citibank or any of its subsidiaries, unless such a condition is permitted under an exception to the Anti-tying Rules. CIB will not vary the price or other terms of any Citibank product or service based on the condition that you purchase any particular product or service from Citibank or any Citigroup affiliate, unless we are authorized to do so under an exception to the Anti-tying Rules. CIB will not require you to provide property or services to Citibank or any affiliate of Citibank as a condition to the extension of a commercial loan to you by Citibank or any Citibank subsidiary, unless such a requirement is reasonably required to protect the safety and soundness of the loan. CIB will not require you to refrain from doing business with a competitor of Citigroup or any of its affiliates as a condition to receiving a commercial loan from Citibank or any of its subsidiaries, unless the requirement is reasonably designed to ensure the soundness of the loan. This presentation is for informational purposes only. Citibank USA, N.A. and its affiliates does not warrant the accuracy or completeness of any information or materials set forth herein. This material does not constitute a recommendation to take any action, and Citibank USA, N.A and its affiliates are not providing investment, tax or legal advice. Citibank USA, N.A. and its affiliates accept no liability whatsoever for any use of this presentation or any action taken based on or arising from the material contained herein. 28

29 2006 Citigroup Inc. All rights reserved. CITIGROUP and the Umbrella Device are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world.