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Webinar Recording

Best Practices for Improving T&E Policy Compliance

Date: Thursday, August 2, 2018
Time: 2:00 pm - 3:00 pm EDT
Organizations both large and small recognize the value of a comprehensive travel policy. However, simply having a company T&E policy is no guarantee that employees will follow it. To be effective, corporate travel policies must be communicated and enforced in a way that makes it easy for employees to understand. For those that are manually reviewing expense reports, the risks of non-compliance are even greater and can ultimately undermine company growth.
This webinar will cover best practices for improving policy compliance rates. We’ll focus on several topics, including:
The challenges and risks of manually processing expense reports and the impact on monitoring compliance
How to effectively communicate and enforce your organization’s T&E policy
Best practices for automating expense management for greater compliance
What to look for in a web-based expense management solution

Speakers

Anne Wheeler, Consultant, CS Process Flows
Anne Wheeler
Consultant, CS Process Flows
Anne Wheeler, currently of CS Process Flows, LLC, is a project manager and consultant specializing in Accounts Payable.

Her career spans 30+ years of working in the accounting field; 20+ years of them managing accounts payable for large companies including Varian Semiconductor Associates, Inc. and SimplexGrinnell, a Tyco International company.

Assigned responsibilities included the management of up to 25 team members processing up to 30,000 invoices a month and performing all other Accounts Payable related tasks. Additionally, Anne was responsible for creating and managing policies, procedures and processes which covered Accounts Payable Documentation Management, Purchasing Card Use and Management, Procurement to Pay procedures, Travel and Expense related policies and procedures as well as numerous training manuals on how to using ERP's and other systems related to Travel and Expense reporting and Accounts Payable Automation.

Currently, Anne owns CS Process Flows, LLC; a business specializing in identifying ways for Accounts Payable operations to become more efficient and assisting companies in reaching their goals; from refining policies and procedures to managing AP automation projects to assisting companies with change management.
Kallie Spiller, Manager, Product Specialist, Certify
Kallie Spiller
Manager, Product Specialist, Certify
Kallie joined Certify in 2012 as part of the Customer Happiness Team. In 2016, she joined the Sales team as the Product Specialist Manager.
Moderated by: Jess Bozzo, Content Manager, Argyle Executive Forum
Moderated by: Jess Bozzo
Content Manager, Argyle Executive Forum
Jess is the Content Manager for Argyle Executive Forum’s growing CFO virtual division. In her current role, Jess is responsible for the creation and implementation of virtual event themes, overviews, and working with speakers and partners to create engaging and timely content. Prior to joining Argyle, Jess got her start in audience development and marketing with NewBay Media. A graduate of Gettysburg College, and a New Jersey native, Jess currently resides in Hoboken.

Sponsor

Event Sponsor Certify
Certify - Certify is an easy-to-use, web-based expense management solution companies of every size. Certify makes expense reporting easy, with mobile receipt capture and automated expense report creation for the employee, a simple approval process for the manager, and streamlined processing and reimbursement process for the accountant.

Continuing Education Information

Certified Public Accountant

  • Continuing Education Credit
    1 CPE Credit
  • Field of Study
    Finance
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CPE Credits

Continuing Professional Development

  • Continuing Education Credit
    1 Hour
  • Field of Study
    Finance
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
More information about Hours

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Finance
  • CE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CE Credits