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Webinar Recording

Common Signs it's Time to Automate Your Expense Processes (and How to Get Started)

Date: Thursday, March 14, 2019
Time: 2:00 pm - 3:00 pm EDT
The risks and rewards of using spreadsheets as the primary tool for expense management are well understood by finance. Yet many companies continue to rely on manual processes to manage their business travel and entertainment policies. By doing so, companies leave themselves open to errors and noncompliance (as discussed in our January 30th webinar) as spreadsheets are unsuited to today’s business landscape. We’ll cover how transitioning to a more automated process can offer accuracy and control while still providing collaboration throughout the company.
During this webinar, we’ll discuss how automating your company’s travel expenses can help you:
Gain greater visibility into employees’ expenses
Improve the speed and accuracy of documenting and reviewing business travel expenses
Mitigate risks and reduce the likelihood of errors, fraud, and noncompliance

Speakers

Jeanne Hopkins, Chief Marketing Officer, Lola.com
Jeanne Hopkins
Chief Marketing Officer, Lola.com
As Chief Marketing Officer at Lola, Jeanne Hopkins leads the company’s marketing organization, building a metrics-based powerhouse to fuel demand. She was previously Executive Vice President and CMO at Ipswitch and has held executive marketing roles at HubSpot, Symmetricom (now Microsemi), SmartBear, MarketingSherpa and Continuum. At HubSpot, Jeanne’s leadership helped the company land on the number two spot on the Inc. 500 list of fastest growing companies by generating 50,000 net new leads per month. Jeanne is also an accomplished writer, advisor and speaker. She co-authored “Go Mobile,” a top-selling mobile marketing book on Amazon.com. Jeanne serves on the Advisory Boards of BrightInfo, Bedrock Data and Sales Lead Management Association and as strategic advisor to Protinuum, Cyber Security Intelligence. She also serves as the Co-Chair of the MassTLC Sales and Marketing Group. Jeanne has won several industry awards for her achievements as a marketing leader.
Rebecca Morrison, VP Finance & Operations, Lola.com
Rebecca Morrison
VP Finance & Operations, Lola.com
Rebecca Morrison is the VP of Finance and Operations at Lola.com, where she leads finance strategies, analysis, forecasting, budget management, and financial reporting. Previously, she was VP, Global Finance and Operations at Midaxo, the leader in mergers and acquisitions software. For more than four years, Morrison held various roles at HubSpot, including Senior Manager, Sales GTM Strategy and Senior Manager, Sales Strategy and Operations. She was the Finance and Operations Manager and Chief of Staff, Global Services at RSA, the Security Division of EMC. For nearly four years, she served EMC as Financial Analyst, among other roles. Morrison earned both a bachelor’s degree and master’s degree in finance from Bentley University.
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 Lola.com
Lola.com - Lola.com is the simple solution for corporate travel management. Perfect for companies big and small, Lola uses powerful AI technology and 24/7 support to help business travelers book trips with ease while providing travel managers with simple tools to create travel policies, view budgets and monitor the business travel of all team members.

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