To Access This Course:
Although travel and entertainment expenses are often a small component of overall corporate expenditures, they are one of the highest inherent risk areas for inappropriate costs and fraud. Expenditures are a businessman's best friend but can also be management's worst nightmare if not properly handled. This process area inherently provides prime opportunity for unauthorized or inappropriate and lavish expenditures by executives and personnel. When this occurs, more than just dollars are at stake for the company. Uncontrolled and poorly managed travel and entertainment expenditures can impact reputation, operations and compliance areas.
This course provides insight into how to bring control and intelligent management to your company's T&E expenditures by bringing people, process and technology to bear along with best practices.
Who can Benefit:
- Professionals in the office of the CFO
- CEO/CFO
- Board Members
- Internal Auditors
- Compliance Professionals
- Operational professionals
- Finance Professionals
Learning Objectives
- Recognize the role of technology in managing travel and entertainment (T&E) expenses
- Identify automated expense tools
- Identify methods for evaluating T&E expenses
- Discover policy thoughts on T&E expenses
- Discover safeguards for T&E expenses
Last updated/reviewed: November 24, 2019
Included In Certifications
This course is included in the following Certification Programs:
14 CoursesNot-For-Profit and Small Business Entities Certification
- Introduction to Accounting For Not-for-Profit Entities
- Accounting for Not-for-Profit Entities
- Identifying and Implementing the Proper Balance of Internal Controls
- Segregation of Duties for Core Business Processes
- Bookkeeping: Journals, Subsidiary Ledgers and General Ledger
- Bookkeeping: Payroll And Expenses
- Bookkeeping: Accounts Payable/Accounts Receivable And Receipts
- Effectively Managing and Controlling Travel and Entertainment (T&E) Expenses
- Management Internal Control Essentials
- Financial Statement Essentials for Not-for-Profits
- Not-for-Profit Financial Statements Part 2
- Not for Profit Financials - Focus on Net Assets
- Cyber Risk in Small-Medium Entities
- Fraud in Small-Medium Entities
29 Reviews (133 ratings)Reviews
Lawrence Hirsch
(Controller at Builders design)
Ah Ha, automation of T & E is the bomb. That is the direction my company needs to move in. Thank you for mentoring me in this course. Lynn, yet again the time I spend with you returns value for my time. Thank you, Larry
Anonymous
()
One of my favorite instructors. Relevant information for anyone responsible for conducting a T&E audit or review.
Anonymous
(Oracle Financial Analyst)
Great class as usual by Lynn! It is to the point, short and highlights the importance of T&E controls!
Georgios Baltos
( at EUI)
The course was great and a very useful, because it contained all necessary measurements of the course.
Anonymous
(President & CEO)
This presentation was very relevant to current day challenges and provided information on safeguards
Anonymous
(Consultant)
good seminar that all employees should periodically review to make certain they do not get lazy
Anonymous
(Consultant)
Very basic information. Suggest more in-depth guidance/suggestion on automated expense tools.
Antonio Crawford
(Senior Internal Auditor - Budget/Busines.. at Individual)
I have taken her three courses in T&E. Very useful for planning my next T&E audit.
Sylvia Ratliff
(internal audit consultant at self employed)
Good review of T & E policies/proceduress. Broad coverage of use of travel programs
Anonymous
(Head of Internal Audit Department)
Well presented topic. Good for internal auditors to use in building audit programs.
Anonymous
(Accounts Manager)
Leader gave us many aspects to recall when reviewing T & E. Policy is important
Anonymous
()
This was good course with some good ideas around T&E. It was short and concise.
Anonymous
(Finance Director)
Suggestions on types of things to evaluate through reporting and analytics.
Anonymous
(Senior Internal Auditor)
More information on analytics to identify misuse.
Kendra Willson
( at SSA PC)
Course met all expectations and was easy to follow
Anonymous
(CFO)
Just what the title implies "Managing T&E"
Matt Brewer
(Division Controller at Universal Forest Products)
A lot of useful info in this presentation.
Anonymous
(None)
Short albeit good review of T&E expenses.
Terri Salazar-Rodriguez
(None at None)
Instructor always has great information.
Ara Toroyan
(Director - Financial Planning & Proc.. at NCCI Holdings, Inc.)
Another good course by Lynn. Take it.
Kevin Murray
(Manager of Finance at NYSTRS)
A good introduction to managing T&E.
Craig Ward, CPA
(Chief Financial Officer at Geigerrig)
Good theory supporting suggestions.
Anonymous
(Accounts Payable Specialist)
Easy to follow. Good points made.
Anonymous
(Senior Fund Accountant)
Informative. Thanks!
Nicholas Mandrus
(Controller at Institute of Contemporary Art, Miami)
top of the line
Ronald DiPaola
(Special Projects Manager, Expense Reimbu.. at IBM)
Good overview
Anonymous
(Accounting Manager)
Good course.
Diane Gill
(Senior Director & Controller, Financ.. at Food Marketing Institute)
Great course
Vahé Hovakimian
(Financial Analyst at Great Place to Work Institute)
great!
Prerequisites
Course Complexity: Intermediate
Prerequisite: Exposure to internal controls
Advanced Preparation: None
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .