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Leverage Expense Management Technology to Power Your Firm’s Growth

LEVERAGE EXPENSE MANAGEMENT TECHNOLOGY TO POWER YOUR FIRM'S GROWTH

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 13, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Late expense reports, out-of-policy credit card transactions, and vendor overcharges. Is spending at your clients’ organizations out of control? Fortunately, the new era of client expense management is here, and it’s automated, accurate, and easy. If you’re ready to move past tedious data entry, this technology-powered approach is for you.

In this webinar, attendees will get an overview of spend management advisory, the new approach to client expenses rapidly being adopted by the top firms. The webinar will feature Megan Bronson, an Advisory Partner at Squire & Company. She will walk through her and her clients' transition from manual, retrospective expense management to a new, proactive, technology-powered approach.

Learning Objectives:


  • Evaluate a deeper understanding of your client’s expense reporting and budgeting challenges and recall pitfalls firms encounter when taking a traditional approach to management

  • List steps to modernize expense management for your clients, including the client conversation, technology onboarding, roles, and responsibilities

  • Recognize how to leverage spend management technology to step out of month-end data entry and into the role of a trusted advisor

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Amy Merletti

CPA.com
Senior Integrated Marketing Manager
[email protected]

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Amy Merletti is the Senior Manager for the Academic & Student Engagement team at the AICPA. Amy joined the AICPA in 2015 and oversees the Academic Champion program, Accounting Pilot & Bridge Project along with other key influencer initiatives. Prior to joining the AICPA, Amy worked in the marketing industry for a top accounting firm in Miami, FL. Her experience includes marketing strategy, brand management, event execution, and public and media relations. Amy received her bachelor’s degree from Florida Atlantic University in public communications with a minor in business hospitality and tourism management.

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Megan Bronson

Squire & Company, PC
Advisory Partner
[email protected]
(801) 225-6900

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Megan is an Advisory Partner who started as an intern with Squire in 2006 as she earned her Master's of Accountancy degree from Brigham Young University in 2007. She has almost 2 decades of experience working with businesses across several industries, specializing in QuickBooks consulting and outsourced accounting services for manufacturing and distribution clients. Megan is a writer and presenter for Intuit's Trainer Writer Network and is recognized nationwide for her early adoption and expertise in QuickBooks Online. She has also been recognized as a Top 100 Quickbooks ® ProAdvisor by Insightful Accountant since 2016. Megan is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and Utah Association of Certified Public Accountants. She has held many positions on the board of the Kiwanis Club of Orem for since 2008 and is also the Chair of the Women's Business Network of the Utah Valley Chamber of Commerce.

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Damon Sheranian

BILL Spend & Expense
Senior Account Partner Manager

Billcom

Damon is a sales professional committed to honesty, integrity and finding win-win scenarios. He nurtures and maintains long-term customer relationships by cultivating transparency in the sales process and a commitment to delivering on promises. Damon is a Senior Account Partner Manager at Divvy.

About Our Presenter

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CPA.com was formed by the American Institute of CPAs. AICPA leadership knew the unprecedented pace of technological change required firms to adapt quickly and overcome the challenges of the partnership model to meet that goal. It charged CPA.com management with creating a business model, value proposition and infrastructure to help firms identify emerging trends and technologies and provide education, training and resources that would accelerate adoption.

 

CPA.com serves as a catalyst in the development of virtual CFO/controller services by firms and is now shifting its focus to similar innovations in tax and audit practices, with an emphasis on automation, artificial intelligence and the adoption of blockchain technology.