Travel and Expense Policy Development and Automation
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.
- 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
- 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
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.
- 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
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 the 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.
Upcoming Webinars
By Margie Faulk
Date: May 14, 2025
By Diane L. Dee
Date: May 20, 2025
By Marcia Zidle
Date: May 22, 2025
By Bruce Lee
Date: May 23, 2025
By Dr. Susan Strauss
Date: May 23, 2025
By Justin Muscolino
Date: May 27, 2025
By Beverly Beuermann-King
Date: May 30, 2025
By Nancy Amert
Recorded Session
By Margie Faulk
Recorded Session
By Meredith Crabtree
Recorded Session
By Bob Verchota
Recorded Session
By Melveen Stevenson
Recorded Session
By Marcia Zidle
Recorded Session
By Cathy Horwitz
Recorded Session
By Bruce Lee
Recorded Session
By Beverly Beuermann-King
Recorded Session
By Cathy Horwitz
Recorded Session
By Carolyn Troiano
Recorded Session
By Don Phin
Recorded Session
By Dr. Susan Strauss
Recorded Session
By Dev Strischek
Recorded Session
By Mark Gorkin
Recorded Session
By Edwin Waldbusser
Recorded Session
By Ginette M. Collazo
Recorded Session
By Edlyn McGarity
Recorded Session
By Don Phin
Recorded Session
By Marcia Zidle
Unlock Employee Loyalty: Stay Interviews Will Keep Them Engaged Before They Start Looking Elsewhere!
Recorded Session
By Diane L. Dee
Recorded Session
By Pete Tosh
Recorded Session
By Meredith Crabtree
Recorded Session
By Rebecca Farabaugh
Recorded Session
By David Nettleton
Recorded Session
By Bruce Lee
Recorded Session
By Paul J. Cline
Recorded Session
By Dr. Susan Strauss
Recorded Session
