Creating an Effective and Efficient Travel and Entertainment Expense Reimbursement Policy

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Live Webinar | CEU Approved

  • 75 minutes

If you don’t hold your employees accountable for their behavior and actions, your organization could run afoul of the IRS by endangering the accountable plan status. In this webinar, you’ll learn how to create a detailed travel and entertainment expense reimbursement plan that protects your organization while providing reasonable travel and entertainment 

Join this session by expert speaker Mary Schaeffer, where she will discuss how to recognize weak language in your current policy and tighten it to stop cash leaks.

Session Highlights:

  • Create a strong travel and entertainment policy.

  • Identify issues overlooked by your current policy.

  • List the issues that should be included in a suitable corporate travel policy.

  • Create an appropriate auditing process for employee expense reports.

  • Update your existing policy.

  • Adjust your policy to allow the appropriate use of Uber, Lyft, Airbnb and other app-related services.

Why You Should Attend:

What makes for a successful corporate business and travel expense policy? Research shows that even the most well-intentioned, carefully designed expense policies often fail to prevent overspending effectively. It may be that some rules are impossible to follow (or enforce), or that employees aren't able to leverage preferred vendor discounts.

Who Should Attend:

  • Accountants,

  • Controllers,

  • Accounting managers,

  • Auditors (internal and external),

  • Treasurers,

  • CFOs,

  • CEOs,

  • Accounts payable professionals,

  • Expense reimbursement staff,

  • Payroll professionals,

  • Procure-to-pay professionals,

  • Travel managers.

Advanced Preparation: None

Program Level: Intermediate

Prerequisites: None

Field of Study: Accounting

*You may ask your Question directly to our expert during the Q&A session.

** You can buy On-Demand and view it as per your convenience.

Mary Schaeffer

Mary Schaeffer

Mary S. Schaeffer is the founder of AP Now, a B2B learning and information organization focused on creating business intelligence around the accounts payable and payment functions. The host of the AP Now podcast, she has also written 18 business books and is a frequent and popular speaker at both online and live events. Schaeffer has created a number of CPE self-study courses, customized training and online training events.

She is the developer of the Accounts Payable Best Practice Certificate program. Previously she held positions as an Assistant Treasurer for the Equitable Life Assurance Society, a Financial Risk Manager for O&Y and a Corporate Cash Manager for Continental Grain. She has an MBA in Finance from NYU and a BS in Mathematics from York College (CUNY).

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