An Accountant Guide to Auditing Expense Reports

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

Why the focus on expenses?

4 mins
But.. managing indirect expenses is usually not a strength...

21 mins
Mandating spending policies

45 mins
Web-based technology

68 mins
Centralized expenses management

81 mins

Course Description

In today’s busy corporate environment, the staff has to move in many directions at the same time, incurring expenses that require reimbursement. Organizations need to ensure that its expense reimbursement policy is followed through proper monitoring and oversight without overburdening the accounting staff and still encouraging compliance by making the following expense policy as easy and painless as possible. This webinar provides you an opportunity to learn some secrets from someone who has been at both ends and will help you with the required special perspective.

Major Topics Covered:

Simplifying the management of your corporate credit card program
Developing online management reporting systems for reviews
Deciding when employees are to be notified of pending expenses reimbursements
Centralizing your expense account review function while maintaining flexibility
Establishing and maintaining effective Internal controls for fraud detection
Looking at strategies that encourage timeliness
Evaluating the pros and cons of random audits

One of the trickiest areas to work in - is the review of corporate expense accounts. If you are or have been involved in tracking or approving corporate expense accounts, you are already aware how sensitive people can be about expense accounts. If you believe you could use some helpful hints to navigate the minefield, this webinar is for you.

Learning Objectives

To strategize for avoiding the month-end review crunch
To handle written/manual expense reports
To review the merits of expense reimbursement through payroll
To explore why and how to institute internal expense audits
To identify expense data collection and analysis best practices

Who Should Attend?

Accountant
Accounting Firm
Accounting Managers
Bookkeepers & Accountants & Tax Preparers
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
Senior Accountant
Staff of Accounting Firm
Young CPA

Course Qualification

Webinar Qualifies For

2 CPE Credit of Auditing for Certified Public Accountants (CPA-US)
2 CPE Credit for Certified Management Accountants (CMA)
2 CPE Credit for Certified Internal Auditors (CIA)
2 CPE Credit for Certified Fraud Examiner (CFE)
2 CPD Credit for Chartered Professional Accountant (CPA Canada)
2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
2 CE Credit for Certified Wealth Strategist (CWS)
2 General Credit for Accountant/Bookeeper
2 CPD Credit for CA - ICAEW
2 CPD Credit for Chartered Certified Accountants (ACCA)
2 CPD Credit for Chartered Accountants - Ireland (CAI)
2 CPD Credit for Chartered Accountants - Scotland
2 CPD Credit for CPA - Ireland

Additional details

Course Level :

Basic
Credits :

2
Instructional Method :

QAS Self Study
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

Michel Morley

Founder, Mike Morley

Mike Morley is a Certified Public Accountant and a recognized authority in the field of finance with more than 25 years experience in finance, including SOX and IFRS implementation.

An entertaining and informative speaker and trainer, Mike is the author of:

“IFRS Simplified” which provides a jump start for accountants and finance executives who want to quickly and easily get up to date on IFRS.

“Sarbanes-Oxley Simplified” which is an easy-to-read explanation of the requirements of the U.S. legislation that makes CEO's & CFO's personally responsible for the accuracy of their company's financial statements.

“Financial Statement Analysis Simplified” which translates the accounting language of financial statements into clear, easy-to-understand terms that anyone who needs to make well-informed financial decisions quickly will appreciate.

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.
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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

4.2

353 Ratings

Excellent

140

Very Good

141

Average

Poor

Terrible

Henry Staaterman, CPA (US)

May 8th, 2022

Jacqueline Goddard, CPA (US)

May 25th, 2022

Is was okay

Gina Pennell, CPA (US)

Jun 7th, 2022

Information was helpful. A bit dry, but good stuff

Ashley Crutchfield, CPA (US)

Apr 4th, 2022

The instructor is very knowledgeable; however, the actual PowerPoint presentation was very dated and not engaging to the student. More stories and personal experiences would be helpful.