Travel and Expense Policy Development and Automation

Brian-G. Rosenberg
Speaker: Brian G. Rosenberg
CEO, TRG Consulting
View Profile
Duration: 60 Minutes
Product Code: 300182
Level: Intermediate
Key Take Away

This webinar will enable you to understand how to create, maintain, and enforce a Travel & Expense policy for your organization including the key components and best practices for policies.


Do you have a detailed and current travel and expense policy? Expense policies have become more complicated as the way travel is booked and rewarded has changed.  Hotels and airlines have created incentives for travelers to pay higher rates in exchange for rewards programs. It is more important than ever that every organization have a well thought out and detailed plan to be both fair and to ensure that the company is not overpaying. T&E policies development can also be controversial and political - and therefore both changing and enforcing T&E automation is a challenge for any AP operation.

why should you attend

You should attend this webinar if you are concerned that your T&E policy is non-existent, inaccurate, or is not keeping up with the times.

Areas Covered in this Webinar
  • How to develop a T&E policy
  • Common missing items in policies
  • Reducing exposure to T&E fraud
  • T&E automation options
  • Enforcing T&E policies
  • Fixing the loopholes in your policy

Learning Objectives
  • Learn the key components to a T&E policy
  • Learn how to find and fix loopholes in your process
  • Learn about T&E automation options and how they change the T&E process
  • Learn techniques to identify fraud and create controls to prevent fraud

Who Will Benefit
  • Accounts Payable 
  • Finance Leadership
  • Procurement/ Supply Chain Management
  • Shared Service Leadership
Speakers Profile
Brian G. Rosenberg

Brian G. Rosenberg has been focused on helping businesses to streamline business functions and implement technologies for over twenty years. As an entrepreneur, Brian Rosenberg has built four successful businesses. As a speaker and author, he has shared expertise on numerous topics including technology, business process improvement, leadership, entrepreneurship, fraud prevention, change management, and shared services. As a change leader, he has led the selection and implementation of major transformation projects for many of the largest healthcare providers in the United States. He is currently the Chief Executive Officer of The Rosenberg Group, headquartered in Las Vegas.

In 1999, Mr. Rosenberg founded RPI Consultants, a software implementation and business advisory firm that helped companies to implement and optimize enterprise software solutions. RPI’s client base included many of the largest healthcare providers and retailers in the county as well as financial institutions, government agencies, and higher education. Under Mr. Rosenberg’s leadership, the company grew to over 40 team members and was recognized by Inc. 1000 as one of the fastest growing companies in 2013. Mr. Rosenberg also received the Smart CEO Future 50 award as the Chief Executive Officer of RPI Consultants in 2012 and 2013. Brian sold RPI in 2014 and relocated to Las Vegas, Nevada.

Mr. Rosenberg has assisted companies of all sizes with scaling and growing their businesses. He has helped companies to select and implement key technologies and led large business transformation projects. He has guided small and mid-size firms with developing growth strategies and developing scalable processes. He provides regular presentations at industry conferences and has published articles, white papers, and was a contributing author to a book on emerging technologies. He is certified in Six Sigma, Kaizen, and Change Management as well as other professional credentials.

View All Webinars By This Speaker