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Webinar Recording

Taking Pain Out of Accounts Payable Management: Tips for Managing the Paper

Date: Wednesday, November 2, 2016
Time: 2:00 pm - 3:00 pm EDT
Today’s finance executives face immense pressure to drive efficiency in an exceptionally challenging environment. Specifically, they are being tasked with determining how they can leverage certain tools and technologies to streamline business processes.

Creating a policy on managing, storing and retaining documentation can be time-consuming; however, in the absence of an effective policy, organizations are in the wilderness without a map. Once created and enforced, an effective policy will greatly reduce the amount of time related to the tasks of approving and processing vendor invoices, addressing exceptions, or storing, retaining and pulling documents for research, audit or litigation.

Join Anne Wheeler as she outlines some tips to help create a vendor invoice and other payment request document management policy.
After attending this event you will be able to:
Explore which topics should be included in an Accounts Payable Document Management policy created specifically for your company
Determine what other company policies, related to AP Document Management, should be referenced within such a policy
Identify other departments that should participate in the creation of this policy
Anticipate and address any resistance to changes in the current processes

Speakers

Anne Wheeler, Owner, CS Process Flows
Anne Wheeler
Owner, 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,

In the last five years, Anne's role changed to the management of Accounts Payable Projects including the transition of accounts payable tasks to a shared services organization, and the implementations of a Concur Travel Expense system and several different Accounts Payable Automation systems.

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.
Lindsey Smith, Senior Project Manager, Argyle Executive Forum
Lindsey Smith
Senior Project Manager, Argyle Executive Forum
Lindsey is the Senior Project Manager and Manager of Event Production for Argyle Executive Forum’s growing virtual division. She has been with Argyle since 2011 as a part of the Meeting Management & Operations team.

Prior to Argyle, Lindsey worked for ARAMARK in various locations and capacities – most recently as the Assistant Concessions Manager at the Oakland Coliseum.

A Virginia native, Lindsey holds a Bachelor of Business Administration degree with a concentration in Hospitality & Tourism Management from James Madison University and a minor in Exceptional Education. She is based in Texas.

Sponsor

Event Sponsor Concur
Concur - Concur is a leading provider of integrated travel and expense management solutions. Founded in 1993 on the premise of helping drive costs out of businesses through innovation, Concur's services are trusted by over 15,000 clients around the globe with over 15 million users.

Certification is not required to get started, but please let us know which certifications you have.

By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

Continuing Education Information

Certified Public Accountant

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

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Accounting
  • 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