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March Madness Meeting: Ins and Outs of Corporate Cards
Community College of Phila
1700 Spring Garden St Winnet Student Life Building Room S2-03
Phila, PA 19130
Wednesday, March 13, 2019, 12:00 PM - 1:30 PM EDT
Category: Events

March Madness Meeting:  Corporate Cards for Higher Education (with applicability to other programs as well)

Join us for a presentation on the use of corporate cards for higher education.  The session will cover policies and procedures that need to be considered for an effective program as well as unique uses and applications of programs within the various departments of the schools.

The use of corporate or commercial cards is relatively standard within the corporate community.  And, higher education entities have accepted the use of these cards as well. However, implementation of corporate cards for different departments within higher education have not been as efficient as they could potentially be. Two speakers with direct experience with implementing higher education corporate cards will talk about the challenges institutions face when adopting these card programs.

While this presentation will focus on uses in the educational arena, the discussions and topics will have applicability to other corporate entities interested in the most effective use of cards.


JoEllyn Powell, MBA, CTP, Executive Director, J.P. Morgan Chase Bank

JoEllyn is an Executive Director in Treasury Management Sales at JP Morgan Chase Bank working with higher education and non-profits in the Mid-Atlantic region.  As a Treasury Management Officer, JoEllyn helps her clients manage their cash flow.  She has worked in many areas of banking on the commercial side for most of the major banks in the Philadelphia Market for many years, spending the majority of her career in both Treasury Management and Commercial Real Estate Lending. 

She is a graduate of Seton Hall University with a BS in management with a concentration in organizational behavior; she earned an MBA from LaSalle University in Organizational Behavior and she is a Certified Treasury Professional with the Association of Financial Professionals. 

JoEllyn serves on the Board of the Alice Paul Institute, as well as volunteering with their Finance Committee, and Career Day program.  She has been a mentor with the WINGS program at Rutgers University.  JoEllyn has participated in many “structured” mentor programs as both a mentee and mentor.  She has worked with the Philadelphia Housing Authority’s tutoring program, helped graduating INROADS interns - where she began her career -- rehearse interviews. 

Brian M Thomason, MBA, CPA, Executive Director,  J.P. Morgan Chase Bank

Brian Thomason is an Industry Solutions Specialist at J.P. Morgan working in Treasury Services. He works with higher education industry leaders to understand and address the strategic treasury concerns of these organizations. His areas of expertise include cash management, mobile payments, international cash management, operations efficiency, and strategic planning and budgeting.

Brian has 20 years of experience in the higher education and not-for-profit industry. Prior to joining J.P. Morgan in 2018, Brian began his career at Pepperdine University, focusing on FP&A.  From 2000 to 2004 he worked for Abilene Christian University, again in FP&A, and was a key member of the University’s ERP implementation team.  After returning to Pepperdine in 2004, he helped to lead another ERP implementation. He was named University Controller in 2007 and Associate Vice President in 2011.  During his time at Pepperdine, Brian focused on modernizing the University’s international operations, tax compliance,and on increasing operational efficiencies to redeploy resources to the academic areas of the University.  More recently, he focused on net revenue growth, and oversaw the University’s student financial literacy initiative.  He also taught undergraduate and graduate-level courses in Accounting, Finance, and Hispanic Studies. 

A graduate of Abilene Christian University, Brian holds a BA in Business Administration in Finance, and a MBA from Auburn University.  Brian has been a licensed Certified Public Accountant in California since 2009.  He also serves as Treasurer of the BMW Car Club of America and is on the Board of Directors of Global Samaritan Resources, an Abilene, Texas-based non-profit organization. 

Meeting Location Information:

Winnet Student Life Building, Room S2-03 

Winnet Student Life Building is located on 17th Street on the west side of the street between Spring Garden Street and Callowhill Street. The building is yellow brick with a rounded exterior. Event is on the second floor. You can take the steps next to the Security Guard desk. Please bring a Photo ID to sign in as a visitor at the Security Guard desk. There are public bathrooms next to the event location on the second floor.

Parking is $6.00 in the CCP Parking Garage. There are entrances to the CCP Parking Garage on both 17th Street and 18th Street between Spring Garden and Callowhill Streets. There is also kiosk PPA meter parking on the streets around campus. 
Date: March 13, 2019
Time: Noon - 1:30 PM
Fee:    FREE for members
           $35 for non-members
The meeting is anticipated to be accredited 1.2 CTP credits and 1.2 FP&A credits from AFP.

For more information, email Philly AFP Education Director, Chuck Stanbach at [email protected]


Contact: Chuck Stanbach [email protected]