Automating card reconciliations for 2021 and beyond

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

The world has moved on to advanced tech for mundane problems. Although, pandemic or not, for many finance teams, the reconciliation process remains the same:

  • Manual and time-consuming
  • Unproductive and inefficient
  • Frustrating

This manual process might have worked when the number of expenses, cards and receipts were minimal. However, when organizations scale, finance teams are probably scaling up manpower for the wrong reasons:

  • To manually remind employees to submit receipts against transactions
  • To manually look at every line item and check for compliance or fraud
  • To manually check for discrepancies and correct them
  • To manually reconcile card expenses

…and the list goes on.

What if there is a better way to reconcile everything? This webinar focuses on the following to provide a better way to reconcile everything you pay for:

  • Credit card reconciliation process
  • The real-life use-case of reconciliation
  • Challenges faced by Finance teams
  • Risk of inefficient reconciliations
  • The humane, automated solution for reconciliations

Learning Objectives

  • To recognize the current state of reconciliations
  • To dissect the risk associated for organizations
  • To identify the productive solution to reconciliations
  • To apply the new-age solution for 2020 and beyond

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Financial Planner
  • Certified Fraud Examiner
  • Certified Information Technology Professionals
  • Certified Payroll Manager
  • Certified Public Accountant (CPA)
  • Certified Senior Advisor
  • Chartered Global Management Accountant
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Payroll Compliance Practitioner
  • Personal Financial Specialist
  • Qualified Associate Financial Planner
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Professionals
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Bharadwaj Srinivasan, MBA

Director of Customer Success, FYLE

Bharadwaj (Brad) is the Director of Customer Success at Fyle. He has over 18 years of technology experience spanning Customer Success, Account Management as well as Business Strategy and Operations. Prior to Fyle, he has worked in multiple roles including managing India operations at Soroco (an AI startup), large transformations at ANZ (financial services), and supporting the CEO of Logica India (IT Services) as his Chief of Staff. Bharadwaj is an engineer with an MBA from the University of Illinois at Urbana-Champaign.

About Company

Founded in 2016, Fyle is on a mission to create the most user-friendly expense management experience on the market. A cloud-based, API-driven platform, Fyle’s industry-first AI-powered solution provides a mobile and desktop user experience that integrates with employee-first channels including Google G Suite, Microsoft Office 365, and WhatsApp to automate previously manual tasks associated with expense reporting, optimize productivity and harness analytics insights related to employee spend and corporate expenses. Serving more than 300 customers across over 20 countries, Fyle is backed by Steadview Capital, Tiger Global Management, Pravega Ventures, Beenext, and Freshworks.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

146 Ratings

Excellent

75

Very Good

52

Average

14

Poor

4

Terrible

1

MB

Mary Benson, CPA (US)

Jan 27th, 2021

Great

MC

My CPE, CPA (US), CPA/PFS

Jan 27th, 2021

n/a

MM

Mostafa Maksy, Accountant, CPA (US)

Dec 8th, 2020

Great!

ST

Svetlana Toohey, CPA (US)

Jan 27th, 2021

n/a

VA

Vavan Ahonsou, Accountant

Nov 18th, 2020

N/A

Automating card reconciliations for 2021 and beyond

FREE

1 Credit

Subject Area

Business Management and Organization

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