This session covers practical best practices contractors use to manage card programs effectively. We’ll discuss who should receive cards, how to structure usage agreements and limits, documentation and job coding requirements, handling exceptions, improving expense submission compliance, and simplifying reconciliation. We’ll also review how card data should integrate with construction ERP systems to maintain accurate cost reporting.

Our presenter is Eric Newton, who is Finvari's Chief Revenue Officer with 36 years of experience in construction. He began his career in public accounting, worked as CFO/Secretary Treasurer for a highway contractor for 10 years and later as VP/SVP for Dexter and Chaney, Viewpoint, and Comdata. Eric is a CPA and a CFMA member for over 20 years. He has spoken on various topics at construction events over the last 25 years.

If you’re responsible for card oversight, expense reporting, or ERP alignment, this session will provide clear, actionable guidance you can implement immediately.

Learning Objectives:

• Understand effective construction-specific card policies and review real-world examples
• Identify best practices for accurate and compliant expense reporting
• Learn simplified methods for card management and reconciliation