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Travel and Expense Policy Development and Automation

instructor
By: Brian G. Rosenberg
Recorded Session
Duration
60 Minutes
Training Level
Intermediate to Advanced

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Webinar Details

In this webinar training, you will learn how to create, maintain, and enforce a T&E policy for your organization. The Instructors will discuss the key components and best practices for policies.

  • Key components to a T&E policy
  • How to find and fix loopholes in your process
  • T&E automation options and how they change the T&E process
  • Techniques to identify fraud and create controls to prevent fraud

WHY SHOULD YOU ATTEND?

Do you have a detailed travel and expense policy? Expense policies have become more complicated as the way travel is booked and rewarded has changed. Hotels and airlines have created incentives for travelers to pay higher rates in exchange for rewards programs. It is more important than ever that every organization have a well thought out and detailed T&E plan, to be both fair and also to ensure that the company is not overpaying. T&E policies can also be controversial and political - and therefore both changing and enforcing policies is a challenge for any AP operation.

LEARNING OBJECTIVES

  • How to develop a T&E policy
  • Common missing items in policies
  • Reducing exposure to fraud
  • T&E automation options
  • Enforcing T&E policies
  • Fixing the loopholes in your policy

WHO WILL BENEFIT?

  • Accounts Payable
  • Finance Managers
  • Accountants
  • Procurement/Supply Chain
  • Shared Service leadership
  • Chief Financial Officers
  • Vice President of Finance
  • Procure to Pay Leaders
  • Treasury Leaders
  • HR Benefit Professionals

Do you have a detailed travel and expense policy? Expense policies have become more complicated as the way travel is booked and rewarded has changed. Hotels and airlines have created incentives for travelers to pay higher rates in exchange for rewards programs. It is more important than ever that every organization have a well thought out and detailed T&E plan, to be both fair and also to ensure that the company is not overpaying. T&E policies can also be controversial and political - and therefore both changing and enforcing policies is a challenge for any AP operation.

  • How to develop a T&E policy
  • Common missing items in policies
  • Reducing exposure to fraud
  • T&E automation options
  • Enforcing T&E policies
  • Fixing the loopholes in your policy
  • Accounts Payable
  • Finance Managers
  • Accountants
  • Procurement/Supply Chain
  • Shared Service leadership
  • Chief Financial Officers
  • Vice President of Finance
  • Procure to Pay Leaders
  • Treasury Leaders
  • HR Benefit Professionals

SPEAKER PROFILE

instructor

Brian G. Rosenberg, CEO of TRG Consulting, is a leading expert in AP automation and process improvement. He has over 15 years in the design of accounts payable shared service centers and nearly 20 years of experience with the implementation of accounts payable solutions. Mr. Rosenberg is also the chairman of the editorial board for Financial Operations Matters magazine and is a published author, and speaker, on procure-to-pay best practices.

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