Travel and Expense Policy Development and Automation

Speaker

Instructor: Brian G Rosenberg
Product ID: 704880

Location
  • Duration: 60 Min
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.
RECORDED TRAINING
Last Recorded Date: Oct-2019

 

$229.00
1 Person Unlimited viewing for 6 month info Recorded Link and Ref. material will be available in My CO Section
(For multiple locations contact Customer Care)

$299.00
Downloadable file is for usage in one location only. info Downloadable link along with the materials will be emailed within 2 business days
(For multiple locations contact Customer Care)

 

 

Customer Care

Fax: +1-650-362-2367

Email: [email protected]

Read Frequently Asked Questions

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

Brian G Rosenberg
Chief Executive Officer, TRG Consulting

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 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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Refund Policy

Our refund policy is governed by individual products and services refund policy mentioned against each of offerings. However in absence of specific refund policy of an offering below refund policy will be effective.
Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange. Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time. On-Demand Recording purchases will not be refunded as it is available for immediate streaming. However if you are not able to view the webinar or you have any concern about the content of the webinar please contact us at below email or by call mentioning your feedback for resolution of the matter. We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email [email protected] call +1-888-717-2436 (Toll Free).

 

 

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