Taming the Travel & Entertainment Expense Beast: Benchmarks & Best Practices


Taming the Travel & Entertainment Expense Beast: Benchmarks & Best Practices

Original air date: September 23rd, 2014

Speakers: Robert Neveu, President of Certify & Joyce Taylor, Pitney Bowes


Travel and entertainment — second only to payroll as the largest business expense — is becoming increasingly more difficult to control as companies expand across borders and grow through acquisitions. Discover how companies are leveraging technology in conjunction with procedural best practices to remove common T&E headaches including: the untimely submission of expense reports, lost receipts, inefficient processes and paperwork relative to reviewing and approving expense reports, and ensuring adherence to company travel policies.

Join us as Certify reviews the results of their 2014 Expense Management Outlook survey; benchmark your company’s T&E expense management processes, pain points, and use of technology in helping to tame T&E expenses; and discover how T&E management automation is delivering ROI to companies of all sizes.

Key Takeaways

  • Understand current and emerging technologies available for T&E management
  • Learn how to best leverage technology in establishing visibility and control of T&E expenses
  • Discover how to build an effective business case for T&E management automation by understating key components of the ROI
  • Identify how to manage and mitigate T&E expenses at your company including improved policy compliance rates, a higher frequency of report submissions, and the elimination of hours of accounting work

Slides from the webinar

Webinar Recording

Watch the 60-minute recorded webinar, view recording now.

About the Presenters

Bob Neveu Image
Robert Neveu

President & Co-founder, Certify

In 2008, Bob launched Certify as his second software startup in Portland. Certify’s venture-backed team have accelerated the growth of the business to where they are considered the second largest provider in North America of expense reporting software with multinational customers including Pitney Bowes, Bristol Myers-Squibb, Subway Sandwiches, and Virgin Galactic. Certify has gained the attention of many major news publications for its innovative technology, including its recent release of auto-generated expense reporting with Certify ReportExecutive, featured in the Wall Street Journal (September, 2013), New York Times (October, 2013), and CNNMoney (December, 2013).

Joyce Taylor Headshot
Joyce Taylor

Accounting Manager - NA AP, Pitney Bowes Inc.

Joyce Taylor currently serves as the Accounting Manager at Pitney Bowes Inc, where she has been for 22 years in several capacities including HR Manager, Finance Manager, Shared Services Manager for billing, AP, HR and T&E. While working for the mail processing equipment and integrated mail solution provider, Joyce spent time developing 17 or 18 business cases to move the company's employees from filling out expense reimbursement forms on Microsoft Excel spreadsheets to a cloud-based software, a strategy that met all her executive committee's requirements, saving her department hours of time a month.

Ernie Humphrey
Ernie Humphrey

Educational Programs Leader, Proformative

Ernie currently serves as the CEO of 360 Thought Leadership Consulting and as the Educational Programs Leader for Proformative. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs by delivering comprehensive marketing services and business development strategy consulting. Previously Ernie served as the Vice President, Educational & Marketing Programs for Proformative. Ernie has overseen the content and execution of over 200 events designed to further the careers of finance and accounting leaders and related professionals. Formerly, Ernie served as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. Ernie has extensive experience in the areas of educational program development and execution, online marketing, website content management, international cash management, and acquisition integration. Ernie has a BS and MS in Economics both from Purdue University.