T&E Trends and Best Practices in the Digital World
Original air date: October 30, 2019
Join us to discover five key themes from the 2019 Travel and Expense Management Trends Report, a comprehensive survey of almost 600finance professionals. You'll learn specific ways to lower T&E report processing costs, positively impact the productivity of your travelers, and improve your company’s working capital management.
2018 Expense Management Trends: How Will They Affect Your Company?Ashley Emery
With so many expense solutions available today, you may be surprised to learn that 49 percent of organizations have not yet leveraged automation to improve their expense management process.
The 2018 Expense Management Trends Report by Certify, Inc. surveyed more than 500 CFOs, controllers, and financial professionals to uncover the top T&E trends impacting businesses today. T&E spend can have a significant impact on the bottom line, so managing the process efficiently is critical.
Join Ernie Humphrey, CEO and Founder of 360 Thought Leadership Consulting, on Thursday, July 26 at 2pm EST for a lively discussion about the latest trends impacting expense management, such as:
• The hidden cost of manual expenses—and the danger lurking in plain sight
• How quickly expense automation can achieve positive ROI
• Ways to improve policy compliance by up to 67%
• The must-have features of an expense-management solution
2018 travel and expense trends and benchmarks to improve spend managementAshley Emery
This webinar shares exclusive new data on T&E spending and provide proven strategies for getting the greatest return on investment for your T&E dollar.
Effective T&E Expense Management: A Million Dollar Value PropositionAshley Emery
Join us to discover how companies of all sizes are leveraging technology to establish visibility, benchmark costs and expenses,
and establish controls that lower expense report processing costs, mitigate fraud, fuel more effective T&E spend, and
impact productivity across the enterprise. We will construct a million dollar business case for T&E expense management
done right and empower you to identify specific opportunities to improve T&E expense management at your company.
Essential Elements for Better Corporate Travel in 2019CertifyInc
In a world of increasing personalization, business traveler expectations are being elevated to a point where their needs must be met at every step along the way. This webinar looks at new trends in corporate travel and how finance leaders can build future-proofed corporate travel policies that help manage spend and cuts costs.
What you need to know about Corporate Travel in 2019CertifyInc
Tech brands are transforming the business travel and expense landscape—and business traveler expectations. Join us as we look at the biggest trends in corporate travel and how finance leaders can create a future-proofed corporate travel policy that will help manage spending and cut costs—while also meeting the needs of business travelers in 2019.
Winning CFO Approval for Expense Management AutomationCertifyInc
Join Ernie Humphrey as he examines the top priorities of today’s CFOs and how automation can help to achieve these goals. He will walk through five strategic themes that your business case must address if you want buy-in from the c-suite.
Exploring results from the 2017 T&E Expense Management Trends Survey, learn from the experience of businesses like yours and discover how you can streamline workflow, increase spending visibility and control, and manage the complex expense reporting process with ease.
2018 Expense Management Trends: How Will They Affect Your Company?Ashley Emery
With so many expense solutions available today, you may be surprised to learn that 49 percent of organizations have not yet leveraged automation to improve their expense management process.
The 2018 Expense Management Trends Report by Certify, Inc. surveyed more than 500 CFOs, controllers, and financial professionals to uncover the top T&E trends impacting businesses today. T&E spend can have a significant impact on the bottom line, so managing the process efficiently is critical.
Join Ernie Humphrey, CEO and Founder of 360 Thought Leadership Consulting, on Thursday, July 26 at 2pm EST for a lively discussion about the latest trends impacting expense management, such as:
• The hidden cost of manual expenses—and the danger lurking in plain sight
• How quickly expense automation can achieve positive ROI
• Ways to improve policy compliance by up to 67%
• The must-have features of an expense-management solution
2018 travel and expense trends and benchmarks to improve spend managementAshley Emery
This webinar shares exclusive new data on T&E spending and provide proven strategies for getting the greatest return on investment for your T&E dollar.
Effective T&E Expense Management: A Million Dollar Value PropositionAshley Emery
Join us to discover how companies of all sizes are leveraging technology to establish visibility, benchmark costs and expenses,
and establish controls that lower expense report processing costs, mitigate fraud, fuel more effective T&E spend, and
impact productivity across the enterprise. We will construct a million dollar business case for T&E expense management
done right and empower you to identify specific opportunities to improve T&E expense management at your company.
Essential Elements for Better Corporate Travel in 2019CertifyInc
In a world of increasing personalization, business traveler expectations are being elevated to a point where their needs must be met at every step along the way. This webinar looks at new trends in corporate travel and how finance leaders can build future-proofed corporate travel policies that help manage spend and cuts costs.
What you need to know about Corporate Travel in 2019CertifyInc
Tech brands are transforming the business travel and expense landscape—and business traveler expectations. Join us as we look at the biggest trends in corporate travel and how finance leaders can create a future-proofed corporate travel policy that will help manage spending and cut costs—while also meeting the needs of business travelers in 2019.
Winning CFO Approval for Expense Management AutomationCertifyInc
Join Ernie Humphrey as he examines the top priorities of today’s CFOs and how automation can help to achieve these goals. He will walk through five strategic themes that your business case must address if you want buy-in from the c-suite.
Exploring results from the 2017 T&E Expense Management Trends Survey, learn from the experience of businesses like yours and discover how you can streamline workflow, increase spending visibility and control, and manage the complex expense reporting process with ease.
Controlling Spend | The Elements of an Improved T&E ProcessCertifyInc
Travel and expense is a notoriously difficult operating cost to effectively manage that can severely hinder employee productivity and spend visibility. Join Mark Brousseau to learn how analytics and insights from trends can directly improve your overall T&E process for everyone’s benefit.
Reinventing AP: How employing automation leads to scalable growthCertifyInc
Learn why organizations of all sizes are leveraging AP automation to manage cash flow better, improve efficiency, and increase employee happiness in this on-demand webinar with the Institute of Management Accountants.
Expense Report Automation and the ROI of T&EAshley Emery
The latest webinar from Proformative and Certify will show you how organizations of every size and industry are using automation to reduce overhead cost and streamline workflow processes in order to maximize the return on their valuable T&E investment.
Current Expense Management Trends and T&E Spending BenchmarksAshley Emery
Faced with rising costs and added responsibility for the bottom line, accounting professionals today are increasingly turning to software automation to streamline processes and better control spending across a number of important functions. Chief among these are travel and entertainment (T&E) expense reporting and reimbursement. Now, a new survey of more than 600 CFOs, controllers, and accounting professionals identifies the top T&E trends and approaches to expense management for today's small, mid-sized, and enterprise businesses. Mark Brousseau, of Brousseau & Asociates, and Jennifer Steinke, of Dycom Industries, Inc., will discuss what companies are doing to overcome their T&E expense challenges, as well as how you can leverage findings from the survey to improve expense reporting at your company.
Uncovering Insights: Using analytics and benchmarks to improve T&ECertifyInc
Mark Brousseau, a leading advisor in the finance space, shares how T&E analytics—when coupled with smart benchmarking—give finance the data they need to improve T&E processes while empowering employees to spend wisely.
T&E Done Right: The Three Pillars of Visibility, Benchmarking, and ControlCertifyInc
Ernie Humphrey, CEO of 360 Thought Leadership Consulting, discusses how visibility into T&E processes and expenses—when combined with the right sort of industry benchmarking—allows companies to take control of T&E spend while also directly impacting top-line revenue and the bottom line.
Delivering Growth and Profitability in 2017: Insights from over 500 CFOsAshley Emery
Key findings from a recent CFO sentiment study include two primary channels to deliver growth and profitability and four factors that will determine company success in 2017.
The State of ePayables market research report, now in its 14th year, has become the most influential and widely-distributed report in its field. It is a must-read for all AP and finance professionals who want to understand the current trends in the market along with key performance data and best-in-class metrics.
Expense Management in 2018: Planning for Success | December 19, 2017Ashley Emery
When it comes to company expense management priorities, is your team prepared for the year ahead? Join us and find out what more than 600 finance and accounting professionals identified as their top employee-initiated and travel and entertainment expense challenges, pain points and pressures to succeed in 2017.
Expense Management in 2018: Planning for Success | December 19, 2017Ashley Emery
When it comes to company expense management priorities, is your team prepared for the year ahead? Join us and find out what more than 600 finance and accounting professionals identified as their top employee-initiated and travel and entertainment expense challenges, pain points and pressures to succeed in 2017. You’ll also learn the strategies and technologies they’re using to get ahead in 2018 by streamlining inefficient processes, reducing hassles, and saving time and money over spreadsheets and manual paper-based reporting programs.
EY Global Capital Confidence Barometer (12th Edition)EY
Innovation, complexity and disruption define the new M&A market.
Our 12th Global Capital Confidence Barometer finds the global M&A market maintaining the positive momentum that developed during 2014. For the first time in five years, more than half our respondents are planning acquisitions in the next 12 months, as deal pipelines continue to expand.
Hear how Kelly Battles, CFO of Host Analytics, works with her finance team to track key financial and operating metrics data to drive performance and keep the company on track to deliver growth in 2011. In addition, Lauren Kelley, CEO of OPEXEngine will present key software industry benchmarks from OPEXEngine’s comprehensive financial and operating benchmarking report, developed in partnership with the SIIA. Join us for this informative webinar to learn more about how the benefits of metrics-driven, fact based decision making can help you drive better performance and efficiency within your own organization.
Presenters:
Lauren Kelley, CEO & Founder, OPEXEngine
Kelly Battles, CFO, Host Analytics
About the presenters:
Lauren Kelley is CEO and founder of OPEXEngine, the leading publisher of software financial and operating benchmarks. Ms. Kelley brings 25 years of successful experience in tech company management to OPEXEngine, as well as 6 years as an international economist at the US Department of Commerce’s Office of Computers early in her career, after entering Federal service through the prestigious Presidential Management Intern program. Prior to building OPEXEngine, she worked 2 years as an executive-in-residence at Grand Banks Capital, a venture fund focused on East Coast technology companies, evaluating potential investments. She has worked and lived extensively in Europe. She was previously Senior VP of WW Sales at ATG, including establishing field operations throughout Europe and Asia/Pacific, and was a General Manager for approximately 20 countries at Borland out of Paris in the early ’90s. Ms. Kelley also helped build Compaq’s Central and East European operations, based in Munich. Ms. Kelley is currently based in London, where she lives with her husband and two children.
Kelly Bodnar Battles is the CFO of Host Analytics, inc., the only provider of a CPM (Corporate Performance Management) suite of products delivered via software as a service.
Prior to Host Analytics, Kelly was VP, Finance at IronPort Systems where she was the first finance hire and was responsible for building and leading the finance, accounting, administrative and various operational functions during her six years there. During her tenure at IronPort, the company grew from $2M to $250M in annual bookings and was sold to Cisco Systems (NASDAQ: CSCO).
Before IronPort, Kelly was a Director in HP’s Strategy and Corporate Development group, a Strategy Consultant with McKinsey and Company, and a Corporate Finance Associate at J.P. Morgan. Kelly graduated with a B.S.E. from Princeton and M.B.A. from Harvard, both with honors. Kelly lives in the Bay Area with her husband, and their 2 children, labrador retriever and rescue cat.
Expense Management: How 2018 Trends Affect Your CompanyCertifyInc
We surveyed more than 500 CFOs, controllers, and financial professionals to uncover the top T&E (travel and expense) trends that are impacting businesses today.
Winning CFO Approval for Expense Management AutomationCertifyInc
In this webinar, we examine the top priorities of today’s CFOs and how automation helps to achieve these goals. We walk through five strategic themes that your business case must address if you want buy-in from the c-suite.
What do SMBs plan to buy in 2020? How do they make purchase decisions – who is involved, and how long does it take in key product categories? What resources do they use to conduct product research, and make a purchase decision? What messaging resonates best with this large and diverse segment? What can vendors do to make it easier for them to buy?
To answer these questions – and more – we recently surveyed 500 U.S. SMB principals. You’ll learn:
• SMB business outlook and challenges
• What SMBs plan to buy in 2020 in major purchase categories such as tech, financial services, travel and more
• Who conducts research, and makes the purchase decision
• How long the decision-making process takes for key product categories
• The role of peers and consultants
• Purchase channel preferences
• The media that work best to engage SMBs across the sales cycle
• The messaging that works best with SMBs
• The role of content in boosting sales
SMB Business Outlook and Spending PlansBredin, Inc.
What is the SMB business outlook, and how confident are they about spending, hiring and expanding as the pandemic wanes? What are their priorities and concerns? What technology do they use, and what do they plan to buy? What are the key differences in SMB outlook and spending plans by size and country?
You’ll learn:
* The current SMB state of mind: business outlook, operational status, and expected time to return to ‘normal’
* SMB priorities and challenges
* Key application usage and purchase plans – including the specific SaaS solutions they plan to adopt
* Credit usage and intent – including traditional banks vs. fintech
* Job board usage and intent – including the specific sites they plan to use
* The tech brands that SMBs trust most
* Key differences among respondents by company size, country and more
We hope you watch the webcast recording - https://attendee.gotowebinar.com/recording/8056390393923833347
Expense Management: Best Practices and Benchmarking for 2015 Ashley Emery
Travel and Entertainment (T&E) expenses—second only to payroll as the largest business expense—are becoming increasingly more difficult to control as companies expand across borders and grow through acquisitions. Therefore, effective budgeting, planning, and management of T&E expenses is critical for companies of all sizes in 2015 and beyond.
How does your company’s overall T&E spending, as well as spending within key categories, compare with other companies? How are companies leveraging automation to better understand and control how employees are spending the company dime? Join us for an hour-long discussion about the best practices to reduce T&E spending and simplify expense management processes in 2015.
Delivering earnings predictability, owning corporate governance, and supporting productivity across the enterprise are among the top challenges faced by financial professionals. Where do financial professionals even begin defining a strategy to embrace these opportunities? The answer to that question may raise more than a few eyebrows: best-in-class travel and entertainment (T&E) expense management
Controlling Spend | The Elements of an Improved T&E ProcessCertifyInc
Travel and expense is a notoriously difficult operating cost to effectively manage that can severely hinder employee productivity and spend visibility. Join Mark Brousseau to learn how analytics and insights from trends can directly improve your overall T&E process for everyone’s benefit.
Reinventing AP: How employing automation leads to scalable growthCertifyInc
Learn why organizations of all sizes are leveraging AP automation to manage cash flow better, improve efficiency, and increase employee happiness in this on-demand webinar with the Institute of Management Accountants.
Expense Report Automation and the ROI of T&EAshley Emery
The latest webinar from Proformative and Certify will show you how organizations of every size and industry are using automation to reduce overhead cost and streamline workflow processes in order to maximize the return on their valuable T&E investment.
Current Expense Management Trends and T&E Spending BenchmarksAshley Emery
Faced with rising costs and added responsibility for the bottom line, accounting professionals today are increasingly turning to software automation to streamline processes and better control spending across a number of important functions. Chief among these are travel and entertainment (T&E) expense reporting and reimbursement. Now, a new survey of more than 600 CFOs, controllers, and accounting professionals identifies the top T&E trends and approaches to expense management for today's small, mid-sized, and enterprise businesses. Mark Brousseau, of Brousseau & Asociates, and Jennifer Steinke, of Dycom Industries, Inc., will discuss what companies are doing to overcome their T&E expense challenges, as well as how you can leverage findings from the survey to improve expense reporting at your company.
Uncovering Insights: Using analytics and benchmarks to improve T&ECertifyInc
Mark Brousseau, a leading advisor in the finance space, shares how T&E analytics—when coupled with smart benchmarking—give finance the data they need to improve T&E processes while empowering employees to spend wisely.
T&E Done Right: The Three Pillars of Visibility, Benchmarking, and ControlCertifyInc
Ernie Humphrey, CEO of 360 Thought Leadership Consulting, discusses how visibility into T&E processes and expenses—when combined with the right sort of industry benchmarking—allows companies to take control of T&E spend while also directly impacting top-line revenue and the bottom line.
Delivering Growth and Profitability in 2017: Insights from over 500 CFOsAshley Emery
Key findings from a recent CFO sentiment study include two primary channels to deliver growth and profitability and four factors that will determine company success in 2017.
The State of ePayables market research report, now in its 14th year, has become the most influential and widely-distributed report in its field. It is a must-read for all AP and finance professionals who want to understand the current trends in the market along with key performance data and best-in-class metrics.
Expense Management in 2018: Planning for Success | December 19, 2017Ashley Emery
When it comes to company expense management priorities, is your team prepared for the year ahead? Join us and find out what more than 600 finance and accounting professionals identified as their top employee-initiated and travel and entertainment expense challenges, pain points and pressures to succeed in 2017.
Expense Management in 2018: Planning for Success | December 19, 2017Ashley Emery
When it comes to company expense management priorities, is your team prepared for the year ahead? Join us and find out what more than 600 finance and accounting professionals identified as their top employee-initiated and travel and entertainment expense challenges, pain points and pressures to succeed in 2017. You’ll also learn the strategies and technologies they’re using to get ahead in 2018 by streamlining inefficient processes, reducing hassles, and saving time and money over spreadsheets and manual paper-based reporting programs.
EY Global Capital Confidence Barometer (12th Edition)EY
Innovation, complexity and disruption define the new M&A market.
Our 12th Global Capital Confidence Barometer finds the global M&A market maintaining the positive momentum that developed during 2014. For the first time in five years, more than half our respondents are planning acquisitions in the next 12 months, as deal pipelines continue to expand.
Hear how Kelly Battles, CFO of Host Analytics, works with her finance team to track key financial and operating metrics data to drive performance and keep the company on track to deliver growth in 2011. In addition, Lauren Kelley, CEO of OPEXEngine will present key software industry benchmarks from OPEXEngine’s comprehensive financial and operating benchmarking report, developed in partnership with the SIIA. Join us for this informative webinar to learn more about how the benefits of metrics-driven, fact based decision making can help you drive better performance and efficiency within your own organization.
Presenters:
Lauren Kelley, CEO & Founder, OPEXEngine
Kelly Battles, CFO, Host Analytics
About the presenters:
Lauren Kelley is CEO and founder of OPEXEngine, the leading publisher of software financial and operating benchmarks. Ms. Kelley brings 25 years of successful experience in tech company management to OPEXEngine, as well as 6 years as an international economist at the US Department of Commerce’s Office of Computers early in her career, after entering Federal service through the prestigious Presidential Management Intern program. Prior to building OPEXEngine, she worked 2 years as an executive-in-residence at Grand Banks Capital, a venture fund focused on East Coast technology companies, evaluating potential investments. She has worked and lived extensively in Europe. She was previously Senior VP of WW Sales at ATG, including establishing field operations throughout Europe and Asia/Pacific, and was a General Manager for approximately 20 countries at Borland out of Paris in the early ’90s. Ms. Kelley also helped build Compaq’s Central and East European operations, based in Munich. Ms. Kelley is currently based in London, where she lives with her husband and two children.
Kelly Bodnar Battles is the CFO of Host Analytics, inc., the only provider of a CPM (Corporate Performance Management) suite of products delivered via software as a service.
Prior to Host Analytics, Kelly was VP, Finance at IronPort Systems where she was the first finance hire and was responsible for building and leading the finance, accounting, administrative and various operational functions during her six years there. During her tenure at IronPort, the company grew from $2M to $250M in annual bookings and was sold to Cisco Systems (NASDAQ: CSCO).
Before IronPort, Kelly was a Director in HP’s Strategy and Corporate Development group, a Strategy Consultant with McKinsey and Company, and a Corporate Finance Associate at J.P. Morgan. Kelly graduated with a B.S.E. from Princeton and M.B.A. from Harvard, both with honors. Kelly lives in the Bay Area with her husband, and their 2 children, labrador retriever and rescue cat.
Expense Management: How 2018 Trends Affect Your CompanyCertifyInc
We surveyed more than 500 CFOs, controllers, and financial professionals to uncover the top T&E (travel and expense) trends that are impacting businesses today.
Winning CFO Approval for Expense Management AutomationCertifyInc
In this webinar, we examine the top priorities of today’s CFOs and how automation helps to achieve these goals. We walk through five strategic themes that your business case must address if you want buy-in from the c-suite.
What do SMBs plan to buy in 2020? How do they make purchase decisions – who is involved, and how long does it take in key product categories? What resources do they use to conduct product research, and make a purchase decision? What messaging resonates best with this large and diverse segment? What can vendors do to make it easier for them to buy?
To answer these questions – and more – we recently surveyed 500 U.S. SMB principals. You’ll learn:
• SMB business outlook and challenges
• What SMBs plan to buy in 2020 in major purchase categories such as tech, financial services, travel and more
• Who conducts research, and makes the purchase decision
• How long the decision-making process takes for key product categories
• The role of peers and consultants
• Purchase channel preferences
• The media that work best to engage SMBs across the sales cycle
• The messaging that works best with SMBs
• The role of content in boosting sales
SMB Business Outlook and Spending PlansBredin, Inc.
What is the SMB business outlook, and how confident are they about spending, hiring and expanding as the pandemic wanes? What are their priorities and concerns? What technology do they use, and what do they plan to buy? What are the key differences in SMB outlook and spending plans by size and country?
You’ll learn:
* The current SMB state of mind: business outlook, operational status, and expected time to return to ‘normal’
* SMB priorities and challenges
* Key application usage and purchase plans – including the specific SaaS solutions they plan to adopt
* Credit usage and intent – including traditional banks vs. fintech
* Job board usage and intent – including the specific sites they plan to use
* The tech brands that SMBs trust most
* Key differences among respondents by company size, country and more
We hope you watch the webcast recording - https://attendee.gotowebinar.com/recording/8056390393923833347
Expense Management: Best Practices and Benchmarking for 2015 Ashley Emery
Travel and Entertainment (T&E) expenses—second only to payroll as the largest business expense—are becoming increasingly more difficult to control as companies expand across borders and grow through acquisitions. Therefore, effective budgeting, planning, and management of T&E expenses is critical for companies of all sizes in 2015 and beyond.
How does your company’s overall T&E spending, as well as spending within key categories, compare with other companies? How are companies leveraging automation to better understand and control how employees are spending the company dime? Join us for an hour-long discussion about the best practices to reduce T&E spending and simplify expense management processes in 2015.
Delivering earnings predictability, owning corporate governance, and supporting productivity across the enterprise are among the top challenges faced by financial professionals. Where do financial professionals even begin defining a strategy to embrace these opportunities? The answer to that question may raise more than a few eyebrows: best-in-class travel and entertainment (T&E) expense management
2015 T&E Expense Benchmarking: Are Your Employees Splurging on the Company DimeProformative, Inc.
Travel and entertainment—second only to payroll as the largest business expense—is becoming increasingly more difficult to control as companies expand across borders and grow through acquisitions. Therefore effective budgeting, planning, and management of T&E expenses is critical for companies of all sizes in 2015 and beyond. How does your company’s overall Travel and Entertainment spend, and spend within key categories, compare with other companies? How are companies leveraging automation to better understand and control how employees are spending the company dime? Unfortunately, benchmarks for overall T&E spend and key T&E spend within each categories are all but impossible to find.
The good news is that Robert Neveu President & Co-founder, Certify will join us to reveal the latest buying trends in business travel based on research from Certify's SpendSmart Report, based on receipts and expenses data from over six million transactions and transaction-based data from Seamless.
Five Expense Management Strategies That Save Time and Money While Banishing S...Ashley Emery
As accounting professionals and controllers are increasingly pressured to reduce costs and do more with fewer resources, expense management presents a significant opportunity to save both time and money in a number of ways. Find out how organizations today are managing the latest T&E expense spending, technology and business travel trends. Plus, learn how companies are using automation to streamline the expense reporting process, increase efficiency and productivity, and better control employee spending.
Topics covered include:
Banish timely spreadsheets and improve employee satisfaction, for good
Annual T&E expense spending trends and benchmarks by category
Top expense management challenges and goals for improvement
How to Identify the nearly 20% of out of policy company T&E’s
How mobile expense reporting to reduce processing costs by up to 65%
Ways to automate policy enforcement and improve compliance rates
Travel & Expense Management 2015: Strategies to control T&E spending and impr...Ashley Emery
Second only to payroll, travel and expense spending accounts for 10% - 12% of the total annual budget in most companies and organizations. With so much at stake a sound T&E management program is to essential the bottom line. But how can accounting and finance professionals be sure to employ the best, most effective approaches to managing costs?
Topics include an in depth review of:
The key T&E management trends that support the need for greater control
Tools to streamline process, reduce fraud and minimize employee errors
How automation can simplify T&E management and improve policy compliance
GT Events and Program Guide is a look ahead at the latest knowledge and insights available from Grant Thornton LLP. It includes a collection of our research, thought leadership and a schedule of upcoming webcasts and events.
This document brings together a set of latest data points and publicly available information relevant for Digital Customer Experience Industry. We are very excited to share this content and believe that readers will benefit from this periodic publication immensely.
Global Capital Confidence Barometer | How can you reshape your future before ...EY
The Global Capital Confidence Barometer gauges corporate confidence in the economic outlook, and identifies boardroom trends and practices in the way companies manage their Capital Agendas — EY framework for strategically managing capital. It is a regular survey of senior executives from large companies around the world, conducted by Thought Leadership Consulting, a Euromoney Institutional Investor company. Our panel comprises select global EY clients and contacts and regular Thought Leadership Consulting contributors.
Think Bold to Lead: Digital Finance Enables the Leapaccenture
Digital finance is transforming ‘how’ and ‘what’ services are being delivered to business leaders. New processes are enabling a cross-functional, collaborative workforce capable of delivering greater insight in the oil and gas industry.
Accenture engaged a third-party research agency in 2017 to conduct a global study of chief financial officers (CFOs) in 80 oil and gas companies.
Five key insights emerged about the potential billions in value to be gained through new services, redefining the finance workforce, adjusting areas of investment and surmounting barriers to successful implementation.
How Automated T&E Expense Management Removes Barriers to Company GrowthAshley Emery
An eighteen-year study on the impact of business travel found that every dollar a company invests in T&E spending returns an average of $9.50 in revenue and $2.90 profit. While this data offers a clear and compelling reason to invest in business travel, many organizations are seeing their growth opportunities dashed by inefficient expense reporting and employee reimbursement processes. Now, an insightful new webinar from Accountex and Certify identifies the common expense management pitfalls that can cost you money and hold your company back. Plus, learn more about today’s top business travel and expense technology trends among small to mid-sized U.S. companies.
Discover how your company can maximize every business travel dollar. Topics include:
Common expense reporting mistakes that erode productivity and profits
The hidden and average expense report processing costs
Calculating lost productivity and lost opportunity among staff
U.S. business travel trends and T&E spending benchmarks
Top expense management technologies used by small and midsized business
Digital technologies, such as social media, mobile, analytics, or cloud, are revolutionizing the way that businesses interact with their customers, their suppliers, and their partners. Companies in all industries are challenged to adapt their business and technology strategies as well as their operational processes to these fundamental changes – they have to undergo a ‘digital transformation’.
This also affects the finance function and will change operations, processes, and structures within this business unit over the next few years. It will not only have an impact on the way the finance function operates and interacts with other parts of the business, but will also change the role of the CFO – and the way external service providers for finance & accounting are being used.
To analyze these effects and the way they are being approached by organizations, PAC - commissioned by HP - interviewed 301 CFOs in mid-sized and large companies in 12 countries globally and across all industry sectors.
This document brings together a set
of latest data points and publicly
available information relevant for
Technology Industry. We are very
excited to share this content and
believe that readers will benefit from
this periodic publication immensely.
ScottMadden Finance Shared Services Benchmark Highlights 2020ScottMadden, Inc.
ScottMadden has joined forces with American Productivity & Quality Center (APQC), a benchmarking and best practices research organization, to conduct the fifth cycle of the Finance Shared Services Benchmarking Study. This study covers both trends and benchmarks, and is focused on the shared services delivery model. Topics covered include the delivery model, staffing and performance, technology, and scope of services. For more information, please visit www.scottmadden.com.
This document brings together a set
of latest data points and publicly
available information relevant for
Digital Customer Experience
Industry. We are very excited to share
this content and believe that readers
will benefit from this periodic
publication immensely.
Expense Reporting Strategies, Trends and Technologies for 2016Ashley Emery
Accounting and finance professionals are increasingly pressured to lower company costs, often with reduced budgets that limit access to the latest technology resources. Now, more businesses are turning to their travel and entertainment (T&E) expense management programs for improved spending control and labor-saving efficiencies. A recent nationwide survey of more than 500 CFOs, controllers, and accountants reveals key strategies, trends, and technologies that U.S. companies are using in 2016 to measurably reduce costs, improve T&E policy compliance, and effectively do more with less.
T&E Expense Spending and Automation Technology Trends for 2016Ashley Emery
The average U.S. company budgets between 6 and 12 percent of total annual revenues for travel and entertainment expenses. Faced with rising costs and added responsibility for the bottom line, today’s accounting professionals are increasingly turning to automation to streamline the expense management process and better control spending across a number of important functions. This webinar will provide new insight into the latest business travel expense and technology trends. Plus, learn how companies of every size are leveraging automation to improve internal spend management procedures for accounts payables and employee-initiated expenses.
Topics covered include:
Annual T&E expense spending trends and category benchmarks
Top spend and expense management challenges reported by U.S. businesses
Most-wanted technologies for improved efficiency, control and visibility
How process automation can improve employee productivity by 29%
Six strategies to automate expense management and control spending
Reinventing AP: How employing automation leads to scalable growthAshley Emery
Learn why organizations of all sizes are leveraging AP automation to manage cash flow better, improve efficiency, and increase employee happiness in this on-demand webinar with the Institute of Management Accountants.
Original airdate: September 9, 2020
Speaker: Mark Brousseau, Brousseau & Associates
The Power of Partnership: How Garmin and Helen of Troy Found an Expense Solut...Ashley Emery
How often do you find what seems to be the perfect software solution, but after a little more digging, discover that it doesn’t check off your requirements? Even with the strongest professional network, it can be hard to get accurate vendor recommendations.
Learn how Garmin and Helen of Troy navigated the path to purchasing an automated T&E solution:
-What were their objectives,
-How did they assess software vendors, and
-Ultimately why did they choose to partner with Certify?
Garmin pioneers GPS navigation and wearable technology and has more than 11,500 associates in 60 offices around the world. Helen of Troy is a leading global consumer products company with a portfolio of well-recognized brands such as Revlon and Honeywell.
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Uncovering the Employee T&E Spend Trends of 2017Ashley Emery
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Featuring the latest survey data from PayStream Advisors and Certify, you’ll learn:
Expense management automation adoption and usage trends
Benchmark travel spending by category
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27. Nearly half (46%) of organizations
report less than a 75% rate of
compliance with their T&E policy.
And 26% of enterprise-sized organization do not
know what percentage of submitted expenses are
T&E policy compliant.
57. About IMA® and the CMA® Program
IMA® (Institute of Management Accountants) is one of the largest and most respected
associations focused exclusively on advancing the management accounting profession.
Globally, IMA supports the profession through the CMA® (Certified Management
Accountant) program, continuing education, research, networking, and advocacy of the
highest ethical business practices.
The CMA is a globally recognized certification program for management accounting and
finance professionals. The two-part CMA exam covers 11 critical business areas,
including financial planning, analysis, control, and decision support.
Learn more at http://www.imanet.org/cma-certification.
Editor's Notes
Margaret: Good afternoon and welcome to IMA’s Inside Talk Webinar Series. The title of today’s presentation is, ”T&E Trends and Best Practices in The Digital World” sponsored by Certify.
I’m Margaret Loughery and I’ll be your host for today’s Inside Talk Webinar.
Margaret: Before turning the presentation over to today’s moderator, I would like to quickly review some important information about today’s event.
First, we encourage you to submit questions to the presenter(s) at any time during the live webinar by using the “Q & A” window at the left side of your screen.
Should you experience any technical difficulty, please click the “Help” icon at the bottom of your screen for ON24 technical support.
In order to earn CPE credit today, you must adhere to the following completion guidelines:
Register for an participate completely in the live webinar by logging in on time, and responding to the poll questions.
(CLICK) IMA now offers a way to monitor your own CPE progress during the live webinar. Click on the CPE icon and you can track your time in the event, as well as if you have answered the required number of polls for full credit.
Please note that the recordings of IMA webinars are not eligible for CPE credit.
Margaret: Join the conversation about this webinar on Twitter using hashtag InsideTalk. Click the Twitter icon on the bottom panel and you can tweet or follow the conversation.
Margaret: It’s a pleasure to have Terry Mormile as part of our program and she will be serving as moderator for today’s event.
Terry's Bio: Terry is Director of Educational Initiatives & Career Services in the Education and Career Services area at the IMA. In this position, Terry leads a variety of new product initiatives, including development of the IMA Strategy and Competitive Analysis Learning Series® (the educational support package for the CSCA exam) and expansion of the CareerDriver product offering. She is part of a team responsible for IMA’s continuing education product line (online products, webinars, and future CPE offerings) in alignment with IMA’s broader mission to provide educational value and knowledge to members.
Hi Terry. Welcome to our program.
Terry: Thank you Margaret! I’m pleased to be a part of the IMA webinar series and on behalf of IMA, I want to welcome everyone to today’s session.
Terry: At this time I would like to introduce our featured presenter for today’s program. With us today we have Ernie Humphrey.
Ernie’s Bio: Ernie currently serves as the CEO of 360 Thought Leadership Consulting and as the CEO of Treasury Webinars. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs. Formerly, Ernie served as Vice President, Educational Programs for Proformative, as the Director of Treasury Services, and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. Ernie is a sought-after public speaker who has presented on and/or moderated over 400 thought leadership webinars designed to impact the career success of finance, AP, AR, accounting, and treasury professionals.
Please join me in welcoming Ernie Humphrey.
Ernie: Thank you. It’s great to be here and I’m pleased to be able to discuss this important topic with you and your members today.
Terry: Before turning the presentation over to our speaker, I would like to go over the learning objectives for today’s program.
After participating in this webinar, you will be able to identify specific opportunities to lower T&E report processing costs at your company.
You will also be able to describe ways to positively impact productivity within and beyond accounts payable at your company.
You should be able to give examples of ways to mitigate T&E-related fraud exposures.
And finally, you should recognize current and emerging trends in T&E best practices, including the evolving role of technology.
We’re looking forward to an informative presentation, so at this time, I am going to turn it over to Ernie to begin.
Our Agenda for the session:
Ernie: I see that we have arrived at our first poll question, so I am going to turn your attention to our moderator, Terry.
Terry: Thank you. Attendees should see the first polling question now open on your screen. I would like to remind all participants that you will have about 30 seconds to respond to each of the polling questions today. You may begin responding to each question as soon it appears on your screen. Our first polling question is… “How would you characterize the level of visibility your company has relative to T&E spend?”
Non-existent
Minimal at best
OK, but we have major blind spots
Good, but we could do better
Ideal
Please note that after selecting an answer, you must click the “Submit” button, which is located on the right side of your screen, just below the response options, in order to successfully record your answer. Now I’m going to turn your attention back to our presenter so we can find out how the audience responded.
Ernie clicks the yellow arrow to display the poll results.
After discussing the poll results, Ernie clicks the yellow arrow to continue with the presentation.
Ernie: We’ve arrived at our second poll question, so I’m going to turn your attention to our moderator.
Terry: Thank you. As you know, you may begin responding to the poll questions immediately and you will have about 30 seconds to respond to each question.
Our second question today is… “How well would you describe your travelers and managers knowledge of your company’s T&E policy?”
Poor
Decent
Good
Great
I don’t know
After choosing an answer, please be sure to click the “Submit” button, located below the response options, so that we may record your answer. Now I’m going to turn your attention back to Ernie so we can find out how the audience responded.
Ernie clicks the yellow arrow to display the poll results.
After discussing the poll results, Ernie clicks the yellow arrow to continue with the presentation.
Ernie: We’ve arrived at our third poll question, so I’m going to turn your attention to our moderator, Terry.
Terry: Attendees may respond to this poll question immediately, as I read through the question. Our third polling question for today is… “What is the primary system your organization uses to manage T&E?”
Spreadsheets/Microsoft Excel
ERP
Homegrown system
Dedicated expense management system (Certify, Chrome River, Concur, etc.)
I don’t know
After selecting your answer, please be sure to click the “Submit” button below, to ensure that your response is recorded. Now I’m going to turn the attention back to our presenter so we can see how our audience responded.
Ernie clicks the yellow arrow to display the poll results.
After discussing the poll results, Ernie clicks the yellow arrow to continue with the presentation.
Ernie: We have arrived our fourth poll question, so I’m going to turn your attention to our moderator, Terry.
Terry: Thank you. As with the previous questions, you may respond immediately, while I read the question and response options. Our fourth poll question for today is… “What is the average cost to process a single expense report in your organization?”
Please choose from one of the following options:
Under $10
$11-$20
$21-$30
$31 or more
We do not track these costs
Please take a moment to select your answer. Now I’m going to turn your attention back to our presenter so we can take a look at the results.
Ernie clicks the yellow arrow to display the poll results.
After discussing the poll results, Ernie clicks the yellow arrow to continue with the presentation.
Terry: Thank you Ernie. I would like to begin addressing some of the questions from our audience members. Let me first remind participants to send us your questions and comments by typing them into the Q & A panel on the left side of your screen.
Seeded Questions:
How do I drive the adoption of new technology by my travelers?
How do I get people to invest in taking the time to map out all T&E processes in great detail?
I work in AP, how do I engage people in Treasury to work with me on a T&E automation project?
(At approximately 1:57 p.m.)
Ok, we have time for one more question…
(At approximately 1:58 p.m.)
Terry: I’m going to turn your attention back to our host, Margaret
Margaret: I’d like thank our presenter, Ernie Humphrey, for sharing his knowledge and expertise with us. We’re very appreciative that he has made time for IMA and our audience today.
Also, thank you Terry Mormile, for moderating today’s event.
Margaret: As a last step, please be sure to complete the Evaluation survey, which should be visible on your screen. If it has not popped open, please click the Evaluation Survey icon at the bottom of your screen for access.
After completing the survey, if you have met the requirements for CPE credit, you will be able to access and print or save your Certificate of Completion today, using one of 2 methods.
First, you may click the “CPE” icon at the bottom of your console before the webinar concludes.
You may also click the “CPE Credit” link on the right side of your post-event thank you email that you will receive later today. Please save or print a copy of the certificate for your records.
Finally, your CPE credit will be automatically entered into your member transcript.
Listen to “Count Me In”, IMA’s podcast about all things affecting the accounting and finance world. Tune in to hear the latest perspectives and learnings from the experts and thought leaders shaping the profession. Find it and subscribe on Apple Podcasts, Spotify, Stitcher, Google Play, or anywhere else you listen to podcasts.
Margaret: I want to again thank Certify for sponsoring today’s webinar and thank all of you for your participation in today’s event, your commitment to IMA and your professional development through IMA’s Inside Talk Webinar Series.
I look forward to spending time with you again soon when we’ll enjoy some more Inside Talk.