Treasury and Trade Solutions Citi Commercial Cards 2016 GSA SmartPay2 Training Conference

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1 Treasury and Trade Solutions Citi Commercial Cards 2016 GSA SmartPay2 Training Conference CitiManager Card Management (DoD Travel) Presenter: Name/Title August 2016

2 House Rules To ensure the best possible learning experience for participants, please adhere to the following house rules: Turn electronic devices to vibrate No video-taping or audio recording is allowed Hold questions to end of session Ensure your participant badge is scanned to receive CLP credits For each course 2

3 Reminders Visit the Citibank Welcome Center Independence AB Visit the Citibank One-on-One Lab Independence AB 3

4 Interactive Training Events Citi offers on-site training at no cost for agencies meeting the required minimum participant level of 20 or more as set forth in the GSA SmartPay2 Master Contract. Regional Citi Training Locations Norfolk, VA Jacksonville, FL Wilmington, DE Washington, DC Visit > Web Tools > CLASS to view and register for these sessions Upcoming Instructor-Led and Computer Based Training (CBT) Visit > Web Tools > CLASS to view and register for these sessions DoD only - On-site at your base or installation 20-participant minimum Visit under Training to download the On-site Training Request Form Please us at CommCard.Training@citi.com and a Citi training coordinator will work with you directly for on-site. 4

5 Goals & Objectives This course is designed to assist you in achieving the following objectives: Search for accounts within your hierarchy Maintain account controls and limits within your hierarchy Post comments to accounts 5

6 Agenda Search for an Account Close and Reopen an Account Activate/Deactivate an Account Change Mission Critical Status Perform Credit/Cash Limit Increases Request Replacement Cards Post Comments 6

7 Live Demo Live Demo 7

8 (Facilitator Name) 8

9 Disclaimers IRS Circular 230 Disclosure: Citigroup Inc. and its affiliates do not provide tax or legal advise. Any discussion of tax matters in these materials (i) is not intended or written to be used, and cannot be used or relied upon, by you for the purpose of avoiding any tax penalties and (ii) may have been written in connection with the promotion or marketing of any transaction contemplated hereby ( Transaction ). Accordingly, you should seek advice based on your particular circumstances from an independent tax advisor. Any terms set forth herein are intended for discussion purposes only and are subject to the final terms as set forth in separate definitive written agreements. This presentation is not a commitment or firm offer and does not obligate us to enter into such a commitment, nor are we acting as a fiduciary to you. By accepting this presentation, subject to applicable law or regulation, you agree to keep confidential the information contained herein and the existence of and proposed terms for any Transaction. We are required to obtain, verify and record certain information that identifies each entity that enters into a formal business relationship with us. We will ask for your complete name, street address, and taxpayer ID number. We may also request corporate formation documents, or other forms of identification, to verify information provided Citibank, N.A. All rights reserved. Citi and Citi and Arc Design are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world. 9

Using CitiManager Card Management Module Travel

2011 GSA SmartPay Training Conference Using CitiManager Card Management Module Travel Instructor s Name Instructor s Title, Citi A Winning Hand: Solutions, Savings and Sustainability with GSA SmartPay