Business travel keeps changing, and travelers are already using services that didn't exist a few years ago. This 75-minute travel and expense reimbursement policy webinar shows how to write a policy that keeps up.
Relying on employees' common sense causes two problems: some people have a skewed idea of what's reasonable when the company pays, and failing to hold them accountable can put your IRS accountable plan status at risk.
You'll learn the basics and framework of a strong policy, rules for hotels, meals and travel, who sets per diem rates, how to handle cash spending, ride-hailing services, expense report frequency and out-of-pocket reimbursement, and how to roll out and enforce the policy.
WHY SHOULD YOU ATTEND?
A clear policy protects the organization while giving employees reasonable travel and entertainment accommodations. Uniform enforcement pays off with fewer problems.
The session also tackles reimbursement requests for working-from-home expenses, some reasonable and some not. It suits accountants, controllers, auditors, treasurers, CFOs, CEOs, accounts payable and expense reimbursement staff, payroll and procure-to-pay professionals and travel managers.
AREA COVERED
- Why T&E expenses matter
- Basics of a strong policy
- The policy framework
- Hotels, meals and travel
- Putting the policy into effect
- Behind the scenes: checking and review
- A best practice approach
- Reimbursement requests for working-from-home expenses
LEARNING OBJECTIVES
- Create a plan that protects the organization while offering reasonable travel and entertainment accommodations
- Describe best practices for sharing the travel policy and making it user-friendly
- Recognize who sets per diem rates and how to handle cash expenditures
- Identify common practice for expense report frequency and out-of-pocket reimbursement
- Explain why most companies permit Uber, Lyft and other ride-hailing services
- Describe worst practices and the payoff of uniform enforcement
WHO WILL BENEFIT?
- Accountants
- Controllers
- Accounting Managers
- Auditors (internal and external)
- Treasurers
- CFOs
- CEOs
- Accounts Payable Professionals
- Expense Reimbursement Staff
- Payroll Professionals
- Procure-to-pay Professionals
- Travel Managers
A clear policy protects the organization while giving employees reasonable travel and entertainment accommodations. Uniform enforcement pays off with fewer problems.
The session also tackles reimbursement requests for working-from-home expenses, some reasonable and some not. It suits accountants, controllers, auditors, treasurers, CFOs, CEOs, accounts payable and expense reimbursement staff, payroll and procure-to-pay professionals and travel managers.
- Why T&E expenses matter
- Basics of a strong policy
- The policy framework
- Hotels, meals and travel
- Putting the policy into effect
- Behind the scenes: checking and review
- A best practice approach
- Reimbursement requests for working-from-home expenses
- Create a plan that protects the organization while offering reasonable travel and entertainment accommodations
- Describe best practices for sharing the travel policy and making it user-friendly
- Recognize who sets per diem rates and how to handle cash expenditures
- Identify common practice for expense report frequency and out-of-pocket reimbursement
- Explain why most companies permit Uber, Lyft and other ride-hailing services
- Describe worst practices and the payoff of uniform enforcement
- Accountants
- Controllers
- Accounting Managers
- Auditors (internal and external)
- Treasurers
- CFOs
- CEOs
- Accounts Payable Professionals
- Expense Reimbursement Staff
- Payroll Professionals
- Procure-to-pay Professionals
- Travel Managers