Expense management is a critical function, but it can be challenging for the finance team and travelers to efficiently compile and process expense reports and ensure compliance.

1. Expense Management Pain Points & How to Fix Them
June 25, 2018

2. SPEAKERS
Moderator: Chris Schmidt
Senior Editor
CFO Publishing
Calvin Harris Jr., CPA
Founder and Chief Executive Officer
Harvin Consulting LLC

3. 1. What are the most significant pain points that
finance leaders face when it comes to expense
management? What are the implications of these
pain points on a company’s growth?

4. 2. Are there any specific warning signs that an
organization’s expense policies are not working?

5. 3. What are some practical first steps that finance
leaders should take to evaluate and improve their
existing expense management processes? What
aspects of regulatory compliance should they keep in
mind?

6. 4. What are the latest developments in expense
management automation?

7. 5. What aspects of expense management lend
themselves best to automation? What are examples
of ways that finance teams can employ alternatives
to manual processes to better manage employees’
expenses?

8. 6. Can you share any best practices for getting buy-in
throughout the organization as finance leaders
change expense management policies and processes?

9. 7. What are the key takeaways that attendees should
remember from today’s discussion?

10. QUESTIONS AND ANSWERS
Moderator: Chris Schmidt
Senior Editor
CFO Publishing
Calvin Harris Jr., CPA
Founder and Chief Executive Officer
Harvin Consulting LLC

11. About the Sponsor
Certify Travel & Expense
Certify is a leading SaaS software provider of expense management automation,
travel booking and accounts payable invoice solutions. For organizations of every size, Certify
eliminates the need for paper receipts and spreadsheets, streamlines inefficient processes, and
provides real-time insight into company spending with a full suite of reporting and analytics.
For more information about Certify, email sales@certify.com,
call 1-800-925-0510 or go to www.certify.com.

12. SPEAKERS
Moderator: Chris Schmidt
Senior Editor
CFO Publishing
Calvin Harris Jr., CPA
Founder and Chief Executive Officer
Harvin Consulting LLC

13. Expense Management Pain Points & How to Fix Them
June 25, 2018