Instructor for this course
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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: May 29, 2018

21 Reviews (91 ratings)Reviews

5
Member's Profile
The course was great and a very useful, because it contained all necessary measurements of the course.
5
Anonymous Author
good seminar that all employees should periodically review to make certain they do not get lazy
3
Anonymous Author
Very basic information. Suggest more in-depth guidance/suggestion on automated expense tools.
5
Member's Profile
I have taken her three courses in T&E. Very useful for planning my next T&E audit.
4
Anonymous Author
Leader gave us many aspects to recall when reviewing T & E. Policy is important
Anonymous Author
Suggestions on types of things to evaluate through reporting and analytics.
3
Anonymous Author
More information on analytics to identify misuse.
4
Anonymous Author
Just what the title implies "Managing T&E"
4
Member's Profile
A lot of useful info in this presentation.
4
Anonymous Author
Short albeit good review of T&E expenses.
5
Member's Profile
Instructor always has great information.
4
Member's Profile
Another good course by Lynn. Take it.
Member's Profile
A good introduction to managing T&E.
4
Member's Profile
Good theory supporting suggestions.
5
Anonymous Author
Easy to follow. Good points made.
4
Anonymous Author
Informative. Thanks!
5
Member's Profile
top of the line
5
Member's Profile
Good overview
5
Anonymous Author
Good course.
4
Member's Profile
Great course
5
Member's Profile
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 .
Course Syllabus
INTRODUCTION AND OVERVIEW
Methods for Managing
  7:06Role of Technology
  5:51Automated Expense Tools
  14:51Methods for Evaluating T&E
  6:15Policy Thoughts
CONCLUSION
  8:13Safeguards
Continuous Play
  44:29Travel & Entertainment Expenses – Methods for Managing
SUPPORTING MATERIALS
  PDFSlides: Methods for Managing
  PDFMethods for Managing Glossary/Index
REVIEW & TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM