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October 19, 2018
3:00PM - 5:00PM ET



Course Description

The most common items on expense reports today are charges for Uber rides. Has your travel policy been updated to accommodate these and other employee travel charges? Assuming your employees' common sense eliminates the need for a detailed travel and entertainment expense reimbursement policy can get your organization in trouble on two fronts: First, there will be employees with varying ideas of what is a reasonable company expense. Second, the company could run afoul of the IRS by endangering the accountable plan status. In this course, you'll learn to create a plan that protects the organization while providing reasonable travel and entertainment accommodations for employees.


Mary S. Schaeffer, MBA

Mary S. Schaeffer, MBA, has the inimitable ability to find accounts-payable-related solutions that really work—without making a major dent in the bottom line. Armed with a degree in math and a graduate degree in finance, she takes a “roll up your sleeves and dig into the details” approach to finding solutions to those problems that cause migraines for CFOs, controllers, and managers.

Fifteen years spent researching and writing about payment issues gives Mary a unique vantage point. Combine that with an almost equal amount of time spent in the corporate trenches of several large finance and treasury departments, and you’ll understand why she’s become known as America’s leading accounts payable expert.

A wide variety of institutions have taken advantage of her unique expertise: John Wiley & Sons has published over a dozen of her books; CRYSTALLUS, Inc. relies on her know-how to direct its professional publication, training, and consulting business; and the Institute of Financial Operations (IFO) turned to her to serve as its editor-in-chief, steering cutting-edge commentary into its Financial Ops magazine. She also developed the IFO’s Innovating Accounts Payable certificate program.

Mary shares her expertise in a variety of venues, giving 1-day seminars, as a guest speaker at regional and national events, and online in 25–30 webinars each year. For Western CPE, she produces self-study courses and webcasts.

She has a BS in mathematics from York College (CUNY) and an MBA in finance from New York University.

Course Specifics

Apr 17, 2017

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Specify a strong travel and entertainment policy
  • Identify issues missing from your current travel and entertainment policy
  • Recognize all issues that should be included in a suitable corporate travel policy
  • Create an appropriate auditing process of employee expense reports
  • Update your existing travel and entertainment policy

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