The Evolution of Card: Clearing the Confusion with Electronic Payment Solutions

Thursday, March 18th, 2021 | 2 to 3 p.m. EST

Field of Study: Business Management and Organization
Program Level: Intermediate
Delivery Method: Group Internet-Based
Prerequisite: None
Advanced Preparation: None
Successful completion of this program qualifies you to receive up to 1 CPE credits.

Robin F Anderson
SVP, Commercial Card Consultant
Texas Capital Bank
William Kniering
SVP, Head of Sales
Texas Capital Bank

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Description

Are you confused about what Commercial Card product is best for your company? There are Travel Cards, Purchasing Cards, ONE cards and now ePayables and Integrated Payables. It seems each card provider that walks through the door claims to streamline your Procure-To-Pay process and ‘save the day.’ But are any of these claims true? Come listen to this session to help you understand more around card and what will work best based on your goals for your department and long-term goals of your company.

Learning Objectives

After this session you should understand:

  • More about cards and what card products help with working capital
  • The difference with ‘Push’ and ‘Pull’ systems.  When you have reconciliation and when you do
    not
  • What card product can help you streamline certain processes and those that do not.

Speaker Biography

Robin F. Anderson, SVP of Commercial Card Consulting at Texas Capital Bank, joined the team in 2019 to help start the bank’s Commercial Card program. Before joining the team, Robin held various roles at JPMorgan Chase, American Express, SunTrust Bank and MUFG Union Bank.
Her years of Fortune 500 corporate experience in accounting, accounts payable, purchasing and travel
position her to greatly contribute to the success of Texas Capital Bank’s Commercial Card program, and in her role going forward, she will be instrumental in designing and implementing tailored card programs that strategically align with client companies’ needs and goals. Robin is a published magazine columnist and book author, and an active volunteer with the American Cancer Society and ALS Association. In her spare time, Robin enjoys four-wheeling, home improvement projects and spending time with her dogs. Robin earned her BBA and MBA from Averett University. Robin is currently on the Board for University of Richmond with their Client Experience program and has served in 2020 and 2021. Robin earned her APPM (Accredited Procure-To-Pay Manager) accreditation in 2017. She began a writing career with Women’s Voices Magazine in 2015 and in 2017, she was selected as a top 20 columnist and earned a writing syndication. She currently writes directly for the syndicator BizCatalyst 360 and her writing is distributed in 147 countries. Robin wrote her first book called, Here, Hold My Wine and was published in 2019.

Bill Kniering joined Texas Capital Bank in 2019 and currently serves as a Senior Vice President and Head of Commercial Card.  In this role, Bill led the team that developed and launched the bank’s commercial card platform.  He is responsible for the commercial card business line.  Bill has spent over 36 years in the commercial card market.  He began his career with Citicorp Diners Club in Denver as a client service representative before moving to Connecticut to support the bank’s largest card clients including IBM and United Technologies.  He then joined US Bank and spearheaded the formation of the bank’s field-based implementation/account management structure.  He moved to Dallas with startup First USA which was ultimately acquired by JPMorgan Chase.  There he worked with one of his clients to beta test the first internet-based reporting solution for the commercial card industry.  At Bank of America, he worked onsite in London to launch the bank’s multi-currency global card platform.  He was most recently at MUFG Union Bank where he was on the team to stand up their commercial card program and then managed the bank’s sales, implementation and account management teams. Bill graduated from the University of Colorado at Boulder with a BA in Psychology.

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