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.
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.
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
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.
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.
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.
Capitalizing on analytics in finance: Creating trusted insights for the enter...Spencer Lin
A recent IBM study of 337 CFOs and senior finance executives found that about 90% are implementing analytics solutions. However, analytics adoption is happening in pockets and isn’t pervasive across finance activities. With investment in analytics poised to double in the near term, how can Finance better capitalize on these new capabilities? To answer that question, we looked at the most effective Finance organizations and learned three important lessons from their success.
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.
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.
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.
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
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.
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.
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.
Capitalizing on analytics in finance: Creating trusted insights for the enter...Spencer Lin
A recent IBM study of 337 CFOs and senior finance executives found that about 90% are implementing analytics solutions. However, analytics adoption is happening in pockets and isn’t pervasive across finance activities. With investment in analytics poised to double in the near term, how can Finance better capitalize on these new capabilities? To answer that question, we looked at the most effective Finance organizations and learned three important lessons from their success.
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.
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.
Everybody seems to be in the cloud or moving to the cloud, but who is really doing it the right way? What is the right way? More importantly, how is security being managed in the cloud?
Though 70% of companies have at least a portion of their computing infrastructure already in the cloud, four in 10 IT decision makers (40%) are concerned that they cannot keep pace with cloud technology’s evolution and demands.
Although discussions around cloud have intensified, considerations around cloud security are still a relatively new area for many companies. The implications of moving to the cloud with or without a well-defined strategy are being felt today; and with so many data leaks being attributed to misconfigured cloud databases, or through poor credential management, companies are right to be worried.
Given the current rate of digital change, every organization across every industry should be thinking about the cloud, migrating to the cloud and of course, security, however, one issue that continues to arise is the gap between organizations’ perceived security strength and their actual security strength. With over 4,000 ransomware attacks happening every day, it’s no wonder that security is one of the top concerns and priorities for CIOs in 2019.
Join us for this invitation-only networking opportunity with your peers to discuss best practices that IT executives are implementing to fully maximize the value of the cloud while strengthening security and maintaining control of costs.
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.
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.
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
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.
Breaking the data barrier: Lessons from analytically advanced Finance organiz...Spencer Lin
The majority of enterprises recognize that data and analytics are transforming their businesses. But what about the Chief Financial Officer (CFO) and Finance? How are data and analytics changing their professions? To find out, the IBM Center for Applied Insights asked over 1,000 organizations across five industries about their Finance departments’ approach to data and analytics, cloud and engagement. Findings show that enterprises with analytically advanced Finance organizations reported better outcomes when it came to decision making, growth and agility.
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 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.
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.
I have been drinking from a virtual fire hose since joining my most recent technology company, Anametrix, a cloud-based digital analytics innovator. A whole new book opened for me on how digital analytics can both increase top line revenue and reduce spend by shining a very bright flashlight into marketing efforts.
We are all painfully aware of the data explosion problem. In 2011, the Gartner Group stated that information volume collected by businesses today is growing at a minimum 59% annually. The rapid adoption of social media has also caused customer data to explode in the last few years, creating entirely new challenges for marketers. It is now imperative for organizations to think differently to accommodate the variety, volume, and velocity of their growing customer-related data.
This is where my recent experiences come in: I have personally seen how digital analytics can harness the power of massive amounts customer-related data. It can literally simplify the accelerating complexity by providing deep visibility – as well as clarity – into the effectiveness of various marketing efforts, across both online and offline channels.
I will now outline the role of IT and CFO in adopting cloud-based digital analytics solutions, discuss the benefits as well as challenges of moving to this emerging category, and provide some illustrative examples on how digital analytics can transform your marketing organization.
View this presentation to gain more actionable insight on how to modernize your Finance Department to bring more value to your business. CFO's in today's hyper-changing business environment cannot afford to operate in a traditional back office model.
The CFO will be the future Chief Intelligence Officer as well as most of a company’s data is running through the books some how. It is utmost important that the finance function extends beyond the primary mission to support all other business functions within an organization. Enterprises in all industries and regions can make it a differentiator when they see perceptive finance as a focus area. All stakeholders will appreciate a collaborative finance service organization. To learn more follow us on twitter (@SAPAnalytics, @hschliebs) or visit our CFO and Finance Leadership Center
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.
Sales and Use Tax Process: Benchmarks and Best Practices for RetailersSovos
Nearly half of all retailers have not established KPI’s for to measure their sales tax process. Those that do are leading the way with a more strategic approach to compliance. Watch the on demand Webinar (see slide 4) to understand what they are doing.
View our webinar on demand to learn:
Challenges and risks for retailers
Performance benchmarks to help understand how you compare to your peers
Strategies and drivers for change
How leaders are leveraging technology to achieve superior results
In this video, Eric Liebross, Cortney Dominguez and Ana Maria Romero explain what makes Costa Rica the premiere nearshore destination for US-based companies and how you can leverage its competitive advantages as an outsourcing destination.
Managing an Asia-based offshore model can be a very challenging and daunting endeavor, even for the largest and more seasoned U.S-based companies. Long distances, language barriers and time zone differences are just some of the issues executives face when dealing with traditional off-shore outsourcing operations. As more and more companies realize this, Latin America has emerged as a preferred Shared Services & Outsourcing destination, with Costa Rica being one of the major players.
What was covered:
- Relevance of outsourcing and nearshoring for US based companies.
- Nearshoring to Latin America: Specific advantages of nearshore outsourcing over traditional offshore outsourcing models.
- Costa Rica as the premier nearshore outsourcing destination in Latin America.
- Savings you can expect when nearshoring to Costa Rica.
- About auxis’ outsourcing center in Costa Rica.
Speakers:
- Eric Liebross
- Cortney Dominguez
- Ana María Romero Montoya
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.
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
Accounts Payable Trends 2017: The Process and Technology of AP Invoices | Sep...Ashley Emery
With more and more manual business processes putting profitability and productivity at risk, the ways in which companies perform day-to-to-day operations is changing drastically. In the pursuit to cut operational costs and improve efficiency, technology is set to impact the accounts payable invoice process in new and dynamic ways. To better understand the market forces, developing trends and technologies companies are using in the AP invoice process today, Certify has surveyed more than 300 accounting professionals from outside its customer base to reveal the top accounts payable benchmarks and trends for 2017. In this presentation, you will learn what issues other companies like yours are facing in the AP invoice process, and what strategies and practices companies are using today to overcome common challenges.
Everybody seems to be in the cloud or moving to the cloud, but who is really doing it the right way? What is the right way? More importantly, how is security being managed in the cloud?
Though 70% of companies have at least a portion of their computing infrastructure already in the cloud, four in 10 IT decision makers (40%) are concerned that they cannot keep pace with cloud technology’s evolution and demands.
Although discussions around cloud have intensified, considerations around cloud security are still a relatively new area for many companies. The implications of moving to the cloud with or without a well-defined strategy are being felt today; and with so many data leaks being attributed to misconfigured cloud databases, or through poor credential management, companies are right to be worried.
Given the current rate of digital change, every organization across every industry should be thinking about the cloud, migrating to the cloud and of course, security, however, one issue that continues to arise is the gap between organizations’ perceived security strength and their actual security strength. With over 4,000 ransomware attacks happening every day, it’s no wonder that security is one of the top concerns and priorities for CIOs in 2019.
Join us for this invitation-only networking opportunity with your peers to discuss best practices that IT executives are implementing to fully maximize the value of the cloud while strengthening security and maintaining control of costs.
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.
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.
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
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.
Breaking the data barrier: Lessons from analytically advanced Finance organiz...Spencer Lin
The majority of enterprises recognize that data and analytics are transforming their businesses. But what about the Chief Financial Officer (CFO) and Finance? How are data and analytics changing their professions? To find out, the IBM Center for Applied Insights asked over 1,000 organizations across five industries about their Finance departments’ approach to data and analytics, cloud and engagement. Findings show that enterprises with analytically advanced Finance organizations reported better outcomes when it came to decision making, growth and agility.
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 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.
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.
I have been drinking from a virtual fire hose since joining my most recent technology company, Anametrix, a cloud-based digital analytics innovator. A whole new book opened for me on how digital analytics can both increase top line revenue and reduce spend by shining a very bright flashlight into marketing efforts.
We are all painfully aware of the data explosion problem. In 2011, the Gartner Group stated that information volume collected by businesses today is growing at a minimum 59% annually. The rapid adoption of social media has also caused customer data to explode in the last few years, creating entirely new challenges for marketers. It is now imperative for organizations to think differently to accommodate the variety, volume, and velocity of their growing customer-related data.
This is where my recent experiences come in: I have personally seen how digital analytics can harness the power of massive amounts customer-related data. It can literally simplify the accelerating complexity by providing deep visibility – as well as clarity – into the effectiveness of various marketing efforts, across both online and offline channels.
I will now outline the role of IT and CFO in adopting cloud-based digital analytics solutions, discuss the benefits as well as challenges of moving to this emerging category, and provide some illustrative examples on how digital analytics can transform your marketing organization.
View this presentation to gain more actionable insight on how to modernize your Finance Department to bring more value to your business. CFO's in today's hyper-changing business environment cannot afford to operate in a traditional back office model.
The CFO will be the future Chief Intelligence Officer as well as most of a company’s data is running through the books some how. It is utmost important that the finance function extends beyond the primary mission to support all other business functions within an organization. Enterprises in all industries and regions can make it a differentiator when they see perceptive finance as a focus area. All stakeholders will appreciate a collaborative finance service organization. To learn more follow us on twitter (@SAPAnalytics, @hschliebs) or visit our CFO and Finance Leadership Center
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.
Sales and Use Tax Process: Benchmarks and Best Practices for RetailersSovos
Nearly half of all retailers have not established KPI’s for to measure their sales tax process. Those that do are leading the way with a more strategic approach to compliance. Watch the on demand Webinar (see slide 4) to understand what they are doing.
View our webinar on demand to learn:
Challenges and risks for retailers
Performance benchmarks to help understand how you compare to your peers
Strategies and drivers for change
How leaders are leveraging technology to achieve superior results
In this video, Eric Liebross, Cortney Dominguez and Ana Maria Romero explain what makes Costa Rica the premiere nearshore destination for US-based companies and how you can leverage its competitive advantages as an outsourcing destination.
Managing an Asia-based offshore model can be a very challenging and daunting endeavor, even for the largest and more seasoned U.S-based companies. Long distances, language barriers and time zone differences are just some of the issues executives face when dealing with traditional off-shore outsourcing operations. As more and more companies realize this, Latin America has emerged as a preferred Shared Services & Outsourcing destination, with Costa Rica being one of the major players.
What was covered:
- Relevance of outsourcing and nearshoring for US based companies.
- Nearshoring to Latin America: Specific advantages of nearshore outsourcing over traditional offshore outsourcing models.
- Costa Rica as the premier nearshore outsourcing destination in Latin America.
- Savings you can expect when nearshoring to Costa Rica.
- About auxis’ outsourcing center in Costa Rica.
Speakers:
- Eric Liebross
- Cortney Dominguez
- Ana María Romero Montoya
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.
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
Accounts Payable Trends 2017: The Process and Technology of AP Invoices | Sep...Ashley Emery
With more and more manual business processes putting profitability and productivity at risk, the ways in which companies perform day-to-to-day operations is changing drastically. In the pursuit to cut operational costs and improve efficiency, technology is set to impact the accounts payable invoice process in new and dynamic ways. To better understand the market forces, developing trends and technologies companies are using in the AP invoice process today, Certify has surveyed more than 300 accounting professionals from outside its customer base to reveal the top accounts payable benchmarks and trends for 2017. In this presentation, you will learn what issues other companies like yours are facing in the AP invoice process, and what strategies and practices companies are using today to overcome common challenges.
T&E Management: Comparing spreadsheets with expense report automation Ashley Emery
From receipts to Microsoft Excel spreadsheet templates, travel and entertainment expense reporting is historically rooted in manual, paper-based processes. However, for companies of a certain size or with certain reporting and operational requirements, paper and spreadsheets may not offer everything these organizations need in an expense management solution. Today, T&E automation software can help lower processing costs, improve control over spending, increase travel policy compliance and much more. Join Certify for this insightful live webinar comparing the pros and cons of manual, paper-based reporting processes with a fully automated expense management system.
Expense Management Strategies to Maximize ROI in 2016Ashley Emery
Advancements in automation continue to streamline the expense reporting process, and with it further reducing the time it takes for many companies to realize the return on investment from a new system. Join us for an informative hour-long webinar with data analysis from leading research organizations and more than 400 CFOs, controllers and accounting professionals to identify best practices in expense management today. You will also hear from a company that uses a fully automated reporting solution about how the system quickly delivers not just ROI, but better compliance with T&E policy, increased productivity and efficiency, and greater employee satisfaction.
Five Reasons Not to Use Excel Spreadsheets for Expense ReportingAshley Emery
Excel is an amazingly powerful tool that’s rightfully earned the adoration of accountants and finance professionals everywhere. However, anyone who has ever tried to use Excel spreadsheets for T&E expense management knows its limitations, especially at scale. Today, automation can help lower processing costs, improve control over spending, increase travel policy compliance and much more.
This webinar will discuss how the world of business travel and expense management has evolved beyond Excel and manual, paper-based T&E reporting processes. We will discuss best practices and real world examples of how automation of T&E can dramatically lower T&E processing costs, reduce mistakes, and streamline reporting and oversight.
Spend and Control 2017: Business Travel and Expense Technology Trends | Novem...Ashley Emery
Get the latest insights into today’s business travel trends and how they’re driving the purchase decisions and preferences of your employees on the road. You’ll also see survey results from more than 600 companies with insight into the tools and best practices they’re using to manage the expense reporting and reimbursement process.
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.
Uncovering the Employee T&E Spend Trends of 2017Ashley Emery
Do your employees have bad habits when it comes to travel spend? Do you wonder if there are areas where simple modifications to your policy could reduce costs? It can be difficult to spot patterns in employee spend behavior, especially when the expense reporting process is largely manual. This webinar will shed light on what is often a murky, poorly controlled area of the budget.
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
Policy enforcement practices
Top drivers for expense management improvement initiatives
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.
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.
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.
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
Accounts Payable Trends 2017: The Process and Technology of AP Invoice | Octo...Ashley Emery
With more and more manual business processes putting profitability and productivity at risk, the ways in which companies perform day-to-to-day operations is changing drastically. In the pursuit to cut operational costs and improve efficiency, technology is set to impact the accounts payable invoice process in new and dynamic ways. To better understand the market forces, developing trends and technologies companies are using in the AP invoice process today, Certify has surveyed more than 300 accounting professionals from outside its customer base to reveal the top accounts payable benchmarks and trends for 2017. In this presentation, you will learn what issues other companies like yours are facing in the AP invoice process, and what strategies and practices companies are using today to overcome common challenges.
Watch the recording of this session and learn how to structure a winning AP automation strategy from beginning to end. We will show demos of Intelligent Data Capture and RPA in action for invoice processing.
Leading trends in travel and entertainment expense management: The finance pr...Ashley Emery
Certify recently surveyed more than 500 CFOs, controllers and accounting professionals from outside of its customer base to uncover the top trends and best practices in expense management today. Find out what other small, midsized and enterprise businesses like yours are doing to navigate the complex expense reporting process, streamline workflow, and increase spending visibility and control.
Learn more about:
• Annual T&E expense spending by category and company size
• Common expense management challenges and expected benefits
• The factors and estimated costs to process an individual expense report
• Types of systems and processes currently used for expense management
• What it takes to achieve a return on investment with a new system
Enterprise Financial Management: Solutions for the Office of the CFOCatalyst Investors
Catalyst Investors has a long-standing history investing in businesses at the intersection of SaaS and financial services & technology, with most recent examples including MINDBODY (payments & business management SaaS for health & wellness businesses), Clinicient (revenue cycle management collections, EMR, and practice management SaaS for physical & occupational therapists), and Fusion Risk Management (business continuity SaaS sold to financial institutions and other F1000 enterprises). Lately, Catalyst has spent more time researching the FinTech sector and has published two reports to broadcast the team’s findings:
• FinTech Market Overview – a primer that segments the FinTech ecosystem based on end-market and business model (e.g., enablers vs. replacers)
• Enterprise Financial Management: Solutions for the Office of the CFO – a deeper look into software and tech-enabled services enabling businesses and their finance function to work more efficiently
This is the presentation used for a webinar we co-hosted with The CFO Leadership Council in April 2019. This presentation helps organizations see the value of adding Nearshore Outsourcing to their current operating model.
Similar to Winning CFO Approval for Expense Management Automation (20)
how to sell pi coins on Bitmart crypto exchangeDOT TECH
Yes. Pi network coins can be exchanged but not on bitmart exchange. Because pi network is still in the enclosed mainnet. The only way pioneers are able to trade pi coins is by reselling the pi coins to pi verified merchants.
A verified merchant is someone who buys pi network coins and resell it to exchanges looking forward to hold till mainnet launch.
I will leave the telegram contact of my personal pi merchant to trade with.
@Pi_vendor_247
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...Vighnesh Shashtri
In India, financial inclusion remains a critical challenge, with a significant portion of the population still unbanked. Non-Banking Financial Companies (NBFCs) have emerged as key players in bridging this gap by providing financial services to those often overlooked by traditional banking institutions. This article delves into how NBFCs are fostering financial inclusion and empowering the unbanked.
how to swap pi coins to foreign currency withdrawable.DOT TECH
As of my last update, Pi is still in the testing phase and is not tradable on any exchanges.
However, Pi Network has announced plans to launch its Testnet and Mainnet in the future, which may include listing Pi on exchanges.
The current method for selling pi coins involves exchanging them with a pi vendor who purchases pi coins for investment reasons.
If you want to sell your pi coins, reach out to a pi vendor and sell them to anyone looking to sell pi coins from any country around the globe.
Below is the contact information for my personal pi vendor.
Telegram: @Pi_vendor_247
The European Unemployment Puzzle: implications from population agingGRAPE
We study the link between the evolving age structure of the working population and unemployment. We build a large new Keynesian OLG model with a realistic age structure, labor market frictions, sticky prices, and aggregate shocks. Once calibrated to the European economy, we quantify the extent to which demographic changes over the last three decades have contributed to the decline of the unemployment rate. Our findings yield important implications for the future evolution of unemployment given the anticipated further aging of the working population in Europe. We also quantify the implications for optimal monetary policy: lowering inflation volatility becomes less costly in terms of GDP and unemployment volatility, which hints that optimal monetary policy may be more hawkish in an aging society. Finally, our results also propose a partial reversal of the European-US unemployment puzzle due to the fact that the share of young workers is expected to remain robust in the US.
Even tho Pi network is not listed on any exchange yet.
Buying/Selling or investing in pi network coins is highly possible through the help of vendors. You can buy from vendors[ buy directly from the pi network miners and resell it]. I will leave the telegram contact of my personal vendor.
@Pi_vendor_247
when will pi network coin be available on crypto exchange.DOT TECH
There is no set date for when Pi coins will enter the market.
However, the developers are working hard to get them released as soon as possible.
Once they are available, users will be able to exchange other cryptocurrencies for Pi coins on designated exchanges.
But for now the only way to sell your pi coins is through verified pi vendor.
Here is the telegram contact of my personal pi vendor
@Pi_vendor_247
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Introduction to Indian Financial System ()Avanish Goel
The financial system of a country is an important tool for economic development of the country, as it helps in creation of wealth by linking savings with investments.
It facilitates the flow of funds form the households (savers) to business firms (investors) to aid in wealth creation and development of both the parties
what is the best method to sell pi coins in 2024DOT TECH
The best way to sell your pi coins safely is trading with an exchange..but since pi is not launched in any exchange, and second option is through a VERIFIED pi merchant.
Who is a pi merchant?
A pi merchant is someone who buys pi coins from miners and pioneers and resell them to Investors looking forward to hold massive amounts before mainnet launch in 2026.
I will leave the telegram contact of my personal pi merchant to trade pi coins with.
@Pi_vendor_247
how to sell pi coins in all Africa Countries.DOT TECH
Yes. You can sell your pi network for other cryptocurrencies like Bitcoin, usdt , Ethereum and other currencies And this is done easily with the help from a pi merchant.
What is a pi merchant ?
Since pi is not launched yet in any exchange. The only way you can sell right now is through merchants.
A verified Pi merchant is someone who buys pi network coins from miners and resell them to investors looking forward to hold massive quantities of pi coins before mainnet launch in 2026.
I will leave the telegram contact of my personal pi merchant to trade with.
@Pi_vendor_247
What website can I sell pi coins securely.DOT TECH
Currently there are no website or exchange that allow buying or selling of pi coins..
But you can still easily sell pi coins, by reselling it to exchanges/crypto whales interested in holding thousands of pi coins before the mainnet launch.
Who is a pi merchant?
A pi merchant is someone who buys pi coins from miners and resell to these crypto whales and holders of pi..
This is because pi network is not doing any pre-sale. The only way exchanges can get pi is by buying from miners and pi merchants stands in between the miners and the exchanges.
How can I sell my pi coins?
Selling pi coins is really easy, but first you need to migrate to mainnet wallet before you can do that. I will leave the telegram contact of my personal pi merchant to trade with.
Tele-gram.
@Pi_vendor_247
how to sell pi coins at high rate quickly.DOT TECH
Where can I sell my pi coins at a high rate.
Pi is not launched yet on any exchange. But one can easily sell his or her pi coins to investors who want to hold pi till mainnet launch.
This means crypto whales want to hold pi. And you can get a good rate for selling pi to them. I will leave the telegram contact of my personal pi vendor below.
A vendor is someone who buys from a miner and resell it to a holder or crypto whale.
Here is the telegram contact of my vendor:
@Pi_vendor_247
The secret way to sell pi coins effortlessly.DOT TECH
Well as we all know pi isn't launched yet. But you can still sell your pi coins effortlessly because some whales in China are interested in holding massive pi coins. And they are willing to pay good money for it. If you are interested in selling I will leave a contact for you. Just telegram this number below. I sold about 3000 pi coins to him and he paid me immediately.
Telegram: @Pi_vendor_247
how can I sell pi coins after successfully completing KYCDOT TECH
Pi coins is not launched yet in any exchange 💱 this means it's not swappable, the current pi displaying on coin market cap is the iou version of pi. And you can learn all about that on my previous post.
RIGHT NOW THE ONLY WAY you can sell pi coins is through verified pi merchants. A pi merchant is someone who buys pi coins and resell them to exchanges and crypto whales. Looking forward to hold massive quantities of pi coins before the mainnet launch.
This is because pi network is not doing any pre-sale or ico offerings, the only way to get my coins is from buying from miners. So a merchant facilitates the transactions between the miners and these exchanges holding pi.
I and my friends has sold more than 6000 pi coins successfully with this method. I will be happy to share the contact of my personal pi merchant. The one i trade with, if you have your own merchant you can trade with them. For those who are new.
Message: @Pi_vendor_247 on telegram.
I wouldn't advise you selling all percentage of the pi coins. Leave at least a before so its a win win during open mainnet. Have a nice day pioneers ♥️
#kyc #mainnet #picoins #pi #sellpi #piwallet
#pinetwork
2. 2
Ernie Humphrey
Chief Executive Officer
360 Thought Leadership Consulting
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.
Featured Speaker
3. 3
About Certify
• Integrated, automated solutions for travel, expense
and accounts payable invoice
• 64 languages, 140+ currencies, clients in 80 countries
• #1 G2 Crowd for user satisfaction in expense
management software (2014-2018) and Momentum
Grid leader in expense management software (2018)
• PC Magazine Editors’ Choice for best expense tracking
software (2015-2018)
• Processing expenses and receipts valued
at $10 billion annually
5. Polling Question 1
a) Pen and paper
b) Microsoft Excel/ spreadsheets
c) Homegrown solution
d) Web-based solution
e) ERP/ accounting package (Oracle, SAP, etc.)
What methods do you use for managing T&E in your organization?
6. 6
Certify Annual Trends Study 2018
500+ accounting professionals from outside the Certify customer base:
39%
44%
17%
Director-level or above with expense
reporting responsibility (CEO, CFO, etc.)
Manager, controller
or accountant
Other (accounting staff, consultant,
administrative, etc.)
2018 Expense Management Trends Report, Certify, Inc.
7. 7
Methods for Managing T&E Reporting
10%
33%
6%
34%
17%
2018 Expense Management Trends Report, Certify, Inc.
Pen and Paper
Microsoft Excel/Spreadsheets
Homegrown Solutions
Web-based Solutions
ERP/accounting package (Oracle, SAP, etc)
8. 8
Finance Remains a Manual Affair at Many Businesses
49%Of businesses process expense reports using
some form of a manual system
9. 9
T&E Systems by Company Size
36%
35%
13%
4%
11%
39%
18%
3%
8%
32%
28%
42%
13%
5%
12%
Web-based solution (Concur, IBM, etc.)
Microsoft Excel/spreadsheets
Pen and paper
Homegrown solution
ERP/accounting package (Oracle, SAP, etc.)
SMALL
BUSINESS
MID-SIZE
BUSINESS
ENTERPRISE
2018 Expense Management Trends Report, Certify, Inc.
10. 10
T&E Systems by Company Size
36%
35%
13%
4%
11%
39%
18%
3%
8%
32%
28%
42%
13%
5%
12%
MANUAL SYSTEMS:
29% enterprise | 60% small businesses
2018 Expense Management Trends Report, Certify, Inc.
Web-based solution (Concur, IBM, etc.)
Microsoft Excel/spreadsheets
Pen and paper
Homegrown solution
ERP/accounting package (Oracle, SAP, etc.)
11. 11
The Manual T&E Process is Antiquated
Unclear policies coupled with:
• Paper receipts
• Paper expense reports
• Manual routing for approvals, audits, and payments
Unclear policies cause:
• High cost, inefficient process
• Inflated travel charges
• Noncompliance to laws and regulations
• Sets the opportunity for fraud
12. 12
While Automation Yields Positive ROI
33%of businesses that have
automated expense report
processing achieved ROI in
12 months or less
Features/Sources of Expense Report ROI
(% reporting)
%
Improved efficiency/expense reporting process 58%
Reduction in processing costs (less paper, postage, storage,
etc.)
53%
Mobile accessibility 30%
Increased employee productivity 27%
Travel booking control (pre-trip, authorization, etc.) 23%
Reduction in overhead/staffing requirements 23%
Reduction in fraudulent expenses 22%
Elimination of payment for duplicate expenses 22%
More accurate mileage tracking/mapping 17%
Other 17%
2018 Expense Management Trends Report, Certify, Inc.
13. 13
So Why Are Companies Not Automating?
• Lack of budget
• Lack of resources to research and implement a new system
• Larger businesses which are locked-in to existing systems or workflows
One of the biggest reasons:
Finance leaders do not know how to convince their CFO that automation
is the right choice.
14. How to Activate Change?
Understand the
Changing Role of the CFO
15. 15
The Key Priorities of CFOs Today
After years of defensive cash management, CFOs are shifting
their focus to growth:
71%
of CFOs say their organization considers growth to be a strategic priority*
95%
of CFOs foresee “positive” business growth in 2018**
85%
of CFOs are optimistic about prospects for U.S. economic growth—up from
64% at the beginning of 2017**
*Accenture, **PricewaterhouseCoopers
16. 16
But Faster Growth Also Brings Challenges
CFOs must develop strategies to support growth while:
Managing financial complexity
Keeping costs in check
17. 17
Growth-Minded CFOs Need Tools To:
Uncover opportunities to reduce costs
Enhance productivity and efficiency company-wide
Improve visibility into cash and spending
Support strategic decisions
Mitigate risk and compliance concerns
This is where automation comes in.
20. Top T&E Pressures to Improve in 2018
#1 Need to reduce expense processing costs
#2 Poor visibility into travel/expense data
#3 Lack of control over T&E spending
#4 Frequent non-compliant travel/expenses
#5 Inconsistent and lengthy reimbursement cycles
2018 Expense Management Trends Report, Certify, Inc.
21. 21
Polling Question 2
a) Under $7
b) $10 - $20
c) $25 or more
d) I don’t know
How much does it cost in your organization to process
one expense report?
22. 22
Uncover Opportunities to Reduce Costs
$6.85
fully automated
$17.31
semi-automated
$26.63
manual process
PayStream Advisors 2017
Industry average cost to process ONE expense report:
24. 24
How Automation Reduces Costs
Streamlining of processes—such as business travelers capturing receipts
on their mobile devices
Eliminate costs of printing, delivering, physically storing documents
Configurable workflows facilitate digital routing of expenses for approval
Top-performing finance organizations run at 36% lower cost
than their peers*
*PricewaterhouseCoopers
26. 26
How Much Time Is Lost to Manual Tasks?
minutes to complete
one expense report
up to 23
minutes to correct
expense reports errors
15-22
average number of
reports with errors
22%
Expense Reporting Around the World:
Practices, Pain Points, and Productivity, GBTA, 2015
27. 27
Enhance Productivity and Efficiency
Automating expense processing
increases employee
productivity by 29%
55% of best-in-class companies have
automated expense management, compared
to 45% of all other companies
Aberdeen Group
28. 28
Calculating Costs and Lost Opportunity
Time spent
per reportX
Hourly wage
or salary
Individual Employee:
Sales Representative:
= Overhead cost
per report
Time spent
per report÷
Total available
selling time = Lost selling
opportunity (%)
30. 30
Business Investment in T&E
6-12%
Total annual budget
for T&E expenses
(Aberdeen Group 2014)
Company Revenue Annual Spend
Under $100MM $700,000
$100MM to $500MM $1,500,000
$501MM to $2B $7,400,000
$2B and above $58,000,000
PayStream Advisors 2016
31. 31
How Companies Set T&E Spending
We do not have expense
category spending limits
Budget based on
company historical
spending
Follow U.S. GSA per diem
rate guidelines
Determined by annual
budgeting process
Other
30%
7% 13%
21%
29%
2018 Expense Management Trends Report, Certify, Inc.
32. 32
Visibility is a Key Pain Point for CFOs
20%of companies point to a lack of
transparency/visibility into data as one of their
biggest expense management pain points
2018 Expense Management Trends Report, Certify, Inc.
33. 33
The Benefits of Integrating a Web-Based System
• Integrating a web-based system with an ERP or general ledger system delivers
360-degree visibility into spending while automating workflows
• Integrating a web-based system with a credit card feed provides greater control
over spending and faster reconciliation
• Automation puts information at the fingertips of CFOs and other cash managers
34. 34
Polling Question 3
a) Credit card feed
b) ERP
c) CRM
d) A/P
e) General ledger
f) Workforce management
g) Meeting management
What types of data integrations would you want to implement
with a web-based expense management system?
35. 35
Data Integrations
18%
12%
70%
Meeting management
(event platform)
55%
20%
25%
A/P
52%
20%
28%
Credit card feed
(corporate or personal)
33%
17%
50%
ERP (Oracle, SAP, etc.)
18%
14%
68%
CRM
(Salesforce, SugarCRM, etc.)
60%
21%
19%
General ledger
26%
15%59%
Workforce management
Currently
Implemented
Will
Implement
No Plan to
Implement
2018 Expense Management Trends Report, Certify, Inc.
37. 37
The CFO’s Role is Changing
From financial scorekeeper to financial strategist.
Automated expense management solutions provide reporting and visibility
into data across systems—with instant access to information.
This helps CFOs:
• Quickly measure spending against budgets
• Manage budgeting, planning, and forecasting
• Identify historical budget overflows
• Align expense management strategies with enterprise objectives
38. 38
Granular Data Helps CFOs
• Study spending tendencies by department, employee, expense type, etc.
• Identify opportunities for consolidation of suppliers
• Equip sourcing teams with the data they need to negotiate contracts
• Eliminate delinquencies and late fees
Top performing finance organizations spend 20% more time
than their peers on data analysis versus data gathering
PricewaterhouseCoopers
39. 39
Polling Question 4
a) We mainly focus on data gathering
b) An equal mix
c) We mainly focus on data analysis
What percentage of your finance’s teams time is spent
in data analysis versus data gathering?
41. 41
T&E Fraud
The Association of Certified Fraud Examiners reports:
• Approximately 15 percent of all fraudulent disbursements involve
expense reimbursement fraud
Most common types of expense reimbursement fraud:
• Mischaracterized expenses (disguising personal expenses)
• Overstatement of actual expense (altering receipts)
• Fictitious expenses (usually counterfeit receipts)
• Multiple reimbursements (submitting duplicate reports)
42. 42
Risk Mitigation is Racing Up the Agenda of CFOs
• Businesses must prove the effectiveness of internal controls and track
compliance with complex regulations, such as Sarbanes-Oxley, The
Physician Payments Sunshine Act, and IRS guidelines
• Automated expense reporting solutions provide instant access to expense
data as well as built-in compliance features.
• Regular audits of expense reports help businesses pinpoint areas of non-
compliance, flag expenses for potential fraud, curb bad behavior, and
ensure that expenses meet tax rules.
43. 43
Top Expense Management Pain Points
Leading frustrations for T&E program administrators:
2016 2017 2018
Employees losing paper receipts/submitting without receipts 50% 52% 50%
Employees failure to submit reports on time 45% 51% 50%
Time it takes to reconcile, review and approve reports 38% 36% 31%
Reviewing for policy violations 30% 28% 28%
Errors on expense reports (incorrect codes, amounts, etc.) 28% 26% 30%
2016-2018 Expense Management Trends Report, Certify, Inc.
45. 45
Next Steps
It seems like a no-brainer; automated expense reporting is more efficient and cost effective
than manual systems. Yet companies continue to avoid automation. Use these five benefits
to show how automation aligns with the CFO’s objectives to:
1. Uncover opportunities to reduce costs
2. Enhance productivity and efficiency enterprise-wide
3. Improve visibility into cash and spending
4. Support strategic decisions
5. Mitigate risk and compliance concerns
And you’ll be able to persuade even the most skeptical of CFOs.