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Secure Transaction Dealing with Expense Report Reimbursement Problems
Format
Self-Study
Course Level
Overview
CPE Credits
1 Credits: Accounting
Course Description
Travel expenses are, for many organizations, their second largest controllable expense. This is just one of the reasons why it is imperative that every organization have a strong policy that governs these expenditures. That being said, the number of problems that continue to plague many companies when it comes to expense reimbursements defies logic. There has to be a better way.
In this course, industry expert Mary Schaeffer take a look some of the more common problems experienced by companies related to employees, expense reimbursement requests. She not only identifies the issues, but offers solution on how best-practice companies minimize these problems and, in some cases, eliminate them.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Create processes for dealing with illegible receipts;
- Develop a policy for dealing with reimbursement requests for items clearly not covered in the policy;
- Identify strategies for dealing with managers who take too long to approve employees expense reimbursement requests;
- Create practices to deal with conflicts around the reimbursement process; and
- Pinpoint areas employees are most likely to cheat on their expense reports.
Course Specifics
1193491
October 26, 2022
There are no prerequisites.
None.
Compliance Information
CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
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 …
QAS Self-Study
