Learn how mobile technologies are transforming corporate travel and expense reporting, strategies to simplify expense management, and the best practices for transitioning to an automated process.

1. Leveraging Automation to
Streamline Expense Management
July 10, 2018

2. SPEAKERS
Emcee: Jess Bozzo
Content Manager
Argyle Executive Forum
Anne Wheeler
Consultant
CS Process Flows

3. 1. What are the greatest challenges with managing
employees’ expenses that finance executives
experience today?

4. 2. What are the implications of these challenges on
company growth and operational efficiency?

5. 3. How often should a company’s T&E policy be
reviewed and updated? Who should be involved in
the review and updating process?

6. 4. What are the signs that an organization’s current
travel and expense policies or processes are not
working?

7. 5. What are the trends/latest developments in
expense automation that CFOs should be aware of?
Are you seeing companies embrace mobile
technologies?

8. 6. How can mobile apps help streamline business
processes and simplify expense management to keep
spending in check?

9. 7. Can you share any best practices for transitioning
from manual to automated travel and expense
processes?

10. 8. How engaged should the CFO be in managing
travel and expense management? Why?

11. 9. What are some key actions the CFO can take to
improve finance’s visibility into, and control over,
employees’ expenses?

12. 10. What KPIs are best in class organizations using to
measure how effective their expense management
processes are?

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

14. QUESTIONS AND ANSWERS
Emcee: Jess Bozzo
Content Manager
Argyle Executive Forum
Anne Wheeler
Consultant
CS Process Flows

15. 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.

16. SPEAKERS
Emcee: Jess Bozzo
Content Manager
Argyle Executive Forum
Anne Wheeler
Consultant
CS Process Flows

17. Leveraging Automation to
Streamline Expense Management
July 10, 2018