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November 26, 2018
12:00PM - 2:00PM ET


December 24, 2018
12:00PM - 2:00PM ET



Course Description

Organizations everywhere are eyeing the bottom line and insisting on rigid travel and entertainment policies. The IRS is taking an equally harsh stance; compliance must now not only align with company policies but also with IRS rules. Avoid having to answer to your CFO and the IRS by learning to incorporate IRS guidelines into your company policy.


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 completion of this course, participants will be able to:

  • Identify your reporting responsibilities if reimbursement is above IRS guidelines
  • Specify best practices when creating effective and compliant travel and entertainment policies and procedures
  • Cite ways to effectively handle employees who try to get around the company travel and entertainment policies
  • Recognize how to create a review process that ensures compliance and minimizes cheating

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