Travel and Expense Policy Development and Automation - SHRM & HRCI Accredited

On-Demand Schedule Thu, May 28, 2020 - Thu, June 04, 2020
Duration 60 Mins
Level Basic & Intermediate
Webinar ID IQW19J1051

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

Overview of the webinar

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.

Who should attend?

  • 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

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.

Faculty - Mr. Brian G. Rosenberg

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.

Credits

HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org

ComplianceIQ is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for [1] PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit www.shrmcertification.org.

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