Travel and Expense Policy Development and Automation

Instructor: Brian G Rosenberg
Product ID: 704880
  • Duration: 60 Min

recorded version

1x Person - Unlimited viewing for 6 Months
(For multiple locations contact Customer Care)
Recorded Link and Ref. material will be available in My CO Section

Training CD

One CD is for usage in one location only.
(For multiple locations contact Customer Care)
CD and Ref. material will be shipped within 15 business days

Customer Care

Fax: +1-650-963-2556


Read Frequently Asked Questions

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.

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:

  • 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

Areas Covered in the Webinar:

  • 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

Instructor Profile:

Brian G. Rosenberg, chief executive officer of TRG Consulting, is a leading expert in AP automation and process improvement. He has over 15 years’ experience in the design of accounts payable shared service centers, and nearly 20 years of experience with 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.

Follow us :
ComplianceOnline Banking Summit 2016 | Risk Management and Data Security - 80390SEM
21 CFR Part 11 Compliance for SaaS/Cloud Applications - 80202SEM

Product Reviews

This product hasn't received any reviews yet. Be the first to review this product! Write review

Best Sellers
You Recently Viewed