This document discusses strategies for controlling travel and expense (T&E) spending and improving compliance with corporate policy. It notes that T&E is the second largest business expense after payroll, accounting for 10-12% of annual budgets. Manual expense reporting provides little visibility and control over spending. The document recommends leveraging technology solutions like web-based expense management systems to gain better visibility into spending trends, enforce policies, and automate expense reporting and approvals. This can help reduce fraud and errors while streamlining the process.
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Travel & Expense Management 2015: Strategies to control T&E spending and improve compliance with corporate policy
1. Travel & Expense Management 2015:
Strategies to control T&E spending and
improve compliance with corporate policy
Robert Neveu
August 12, 2015
Sponsored by:
50. Webinar Slide (ECS & Chapters/Councils)
50
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Margaret: Good afternoon and welcome to IMA’s Inside Talk Webinar Series. The title of today’s presentation is, “Travel & Expense Management 2015: Strategies to control T&E spending and improve compliance with corporate policy”, sponsored by Certify.
I’m Margaret Loughery and I’ll be your host for today’s Inside Talk Webinar.
Margaret: Before turning the presentation over to today’s moderator, I would like to quickly review some important information about today’s event.
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Margaret: CMAs, CFMs and CPAs can report 1 hour of CMA and NASBA-approved CPE for today’s event if you:
Have registered for this event
And participate in the live webinar by responding to all group Monitoring Mechanisms during the webinar.
The Group Monitoring Mechanisms will be in the form of poll questions for this event, and will remain open for approximately 30 seconds. You may begin responding to the questions as soon as they appear on your screen.
In addition, your eligibility for CPE credit will be determined before the close of today’s presentation. Please complete the course evaluation, then click the “CPE” icon at the bottom of your console. If you have met the NASBA requirements, you will be able to download your CPE certificate immediately.
You will also have access to your certificate through a link, which will be included in your post-event email. Please print or save the certificate for your records.
Please note that the recordings of IMA webinars are not eligible for NASBA CPE credit.
Margaret: It’s a pleasure to have Steve Shannon as part of our program and he will be serving as moderator for today’s event.
Steve’s Bio:
Steve is responsible for identifying, establishing, and growing business and strategic partnerships that are beneficial to the IMA organization and its membership.
He also manages the existing partner group which includes Certify, Avalara, IBM, Host Analytics, Prophix Software, Dell, Marsh, Intacct and others who provide valuable business information and professional services to IMA and its members.
Hi Steve. Welcome to our program.
Steve: Thank you Margaret! I’m pleased to be a part of the IMA webinar series and on behalf of IMA, I want to welcome everyone to today’s session.
Moderator to review.
Steve: At this time I would like to introduce our featured presenter for today’s program. With us today we have Bob Neveu.
Robert’s Bio: In 2008, Bob Neveu launched Certify as his second software startup in Portland, Oregon. Certify’s venture-backed team has accelerated the growth of the business to where Certify is considered the second largest provider in North America of expense reporting software, with multi-national customers including Pitney Bowes, Bristol Myers-Squibb, Subway Sandwiches, and Virgin Galactic. Certify has gained the attention of many major news publications for its innovative technology including its recent release of auto-generated expense reporting with Certify ReportExecutive, featured in the Wall Street Journal (September, 2013), New York Times (October, 2013) and CNNMoney (December, 2013).
Please join me in welcoming Bob Neveu.
Bob: Thank you. It’s great to be here and I’m pleased to be able to discuss this important topic with you and our members today.
For an overview on Certify …
Bob: I see that we have arrived at our first poll question, so I am going to turn your attention to our moderator.
Moderator: Thank you. Attendees should see the first polling question now open on your screen. I would like to remind all participants that you will have about 30 seconds to respond to each of the polling questions today. You may begin responding to each question as soon it appears on your screen.
Please note that after selecting an answer, you must click the “Submit” button, which is located on the right side of your screen, just below the response options, in order to successfully record your answer. Our first polling question is… “How does your organization currently manage T&E spend?”
Paper-based/spreadsheets
ERP system (Oracle, Microsoft Dynamics, etc.)
Web-based expense software (Certify, Concur, etc.)
Not applicable
Now I’m going to turn the presentation back to Bob.
Bob clicks the yellow arrow to display the poll results.
Bob: Let’s take a look at the results…
After discussing the poll results, Bob clicks the yellow arrow to continue with the presentation.
Bob: I see that we have arrived at our second poll question, so I’m going to turn your attention to our moderator.
Steve: Thank you. As you know, you may begin responding to the poll questions immediately and you will have about 30 seconds to respond to each question.
For our second question for today please complete the following statement: “How does your organization enforce compliance with T&E policies?”
We have no formal T&E policy
Manual review process
Automated system that flags violations
N/A
After choosing an answer, please be sure to click the “Submit” button, located below the response options, so that we may record your answer. Now I’m going to turn the presentation back to our presenter.
Bob clicks the yellow arrow to display the poll results.
Bob: Let’s review the results…
After discussing the poll results, Bob clicks the yellow arrow to continue with the presentation.
Bob: It looks like we have arrived at our third poll question, so I am going to turn your attention to our moderator.
Steve: Attendees may respond to this poll question immediately, as I read through the question. After selecting your answer, please be sure to click the “Submit” button below, to ensure that your response is recorded. Our third polling question for today is… “Question?”
Response option
Response option
Response option
Now I’m going to turn the presentation back over to our presenter.
Bob clicks the Next button to display the poll results.
Bob: Let’s take a look at the results…
After discussing the poll results, Bob clicks the yellow arrow to continue with the presentation.
Bob: We have arrived our final poll question, so I’m going to turn your attention to our moderator.
Steve: Thank you. As with the previous questions, you may respond immediately, while I read the question and response options. Our fourth poll question for today is… “Question?”
Please choose from one of the following options, and then click the “Submit” button, located on the right, below the response options, to be sure that your answer is properly recorded:
Response option
Response option
Response option
Now I’m going to turn the presentation back over to our presenter.
Bob clicks the yellow arrow to display the poll results.
Bob: Let’s take a look at the results…
After discussing the poll results, Bob clicks the yellow arrow to continue with the presentation.
Steve: Thank you Bob. I would like to begin addressing some of the questions from our audience members. Let me first remind participants to send us your questions and comments by typing them into the Q & A panel on the left side of your screen.
Seeded Questions:
1.
2.
3.
4.
5.
Ok, we have time for one more question…
(At approximately 2:27 p.m.)
Steve: I’m going to turn your attention back to our host, Margaret.
Margaret: I’d like thank our presenter, Bob Neveu, for sharing his knowledge and expertise with us. We’re very appreciative that he has made time for IMA and our audience today.
Also, thank you Steve Shannon, for moderating today’s event.
Margaret: As a last step, please be sure to complete the Evaluation survey, which should be visible on your screen. If it has not popped open, please click the Evaluation icon at the bottom of your screen for access.
After completing the survey, if you have met the NASBA requirements for CPE credit, you will be able to access and print or save your Certificate of Completion today, using one of 2 methods.
First, you may click the “CPE” icon at the bottom of your console before the webinar concludes.
You may also click the link in your post-event thank you email, Please save or print a copy of the certificate for your records.
Finally, your CPE credit will be automatically entered into your member transcript.
Margaret: Please join us on Wednesday, August 19th, for our next webinar, “TBD.”
In addition, all upcoming webinars will be featured in IMA’s website. Please visit the website listed on your screen to learn more.
Would you like to be a speaker at IMA’s 2016 Annual Conference and Exposition in Las Vegas?
All event speakers will receive a complimentary registration and stipend to defray travel expenses, as well as a one night stay at the Cosmopolitan in Las Vegas.
If you or someone you know would be interested in joining the team, please submit your proposal by August 28th by going to www.imaconference.org.
We look forward to hearing from you!
Margaret: I want to again thank Certify for presenting today’s webinar, and thank all of you for your participation in today’s event, your commitment to IMA and your professional development through IMA’s Inside Talk Webinar Series.
I look forward to spending time with you again soon when we’ll enjoy some more Inside Talk.