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Live Webcast Replay

K2’s Expense Reporting Automation


Total Credits: 2 including 2 Computer Software & Applications - Non-technical

Average Rating:
Not yet rated
Categories:
ACPEN Industry Institute |  Technology
Faculty:
Brian F. Tankersley, CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
2 Hours
License:
Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Managing and auditing employee spending on personal and corporate credit cards is a challenge everywhere. Legacy manual expense reporting preparation and approval processes are tedious and repetitive and are an excellent place to start your company's use of business process automation solutions. This session will cover a variety of expense workflow tools which use technologies and features like bank feeds, mobile receipt capture, OCR data extraction/filling, automated policy enforcement, and artificial intelligence-based validation to automate and eliminate the tedium. Attend this session and learn how to use automation and cure the expense reporting blues for you and your employees.

Basic Course Information

Learning Objectives
  • Select at least two types of employee expenses that are identified as very risky by the course
  • Identify at least two common expense reimbursement fraud schemes
  • Choose responses that explain how bank feeds are different from data extraction/OCR applications
  • Identify at least two comprehensive expense reporting solutions discussed in detail during the course which offer both OCR data extraction and mobile receipt capture
  • Explain how artificial intelligence can be used to identify unusual items in expense reports

Major Subjects
  • Overview of selected expense and corporate credit card reporting and management platforms
  • Major fraud schemes associated with expense reporting
  • Extracting and importing transaction data from bank feeds and matching to receipts

Course Materials

Faculty

Brian F. Tankersley, CPA.CITP, CGMA's Profile

Brian F. Tankersley, CPA.CITP, CGMA Related Seminars and Products

Director, Strategic Relationships

K2 Enterprises, LLC


Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com).  Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.  Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.  He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA).  He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.


Dates

Thu, Jun 19, 2025 - 3:00 PM to 4:46 PM EDT
Fri, Jun 27, 2025 - 5:00 PM to 6:46 PM EDT
Wed, Jul 09, 2025 - 9:00 AM to 10:46 AM EDT
Tue, Jul 22, 2025 - 11:00 AM to 12:46 PM EDT
Thu, Aug 07, 2025 - 1:00 PM to 2:46 PM EDT
Wed, Aug 27, 2025 - 3:00 PM to 4:46 PM EDT
Thu, Sep 04, 2025 - 7:00 PM to 8:46 PM EDT
Sat, Sep 27, 2025 - 9:00 AM to 10:46 AM EDT
Mon, Oct 06, 2025 - 11:00 AM to 12:46 PM EDT
Thu, Oct 23, 2025 - 1:00 PM to 2:46 PM EDT
Wed, Nov 05, 2025 - 3:00 PM to 4:46 PM EST
Sat, Nov 29, 2025 - 5:00 PM to 6:46 PM EST
Fri, Dec 05, 2025 - 9:00 AM to 10:46 AM EST
Sat, Dec 13, 2025 - 11:00 AM to 12:46 PM EST
Tue, Dec 23, 2025 - 1:00 PM to 2:46 PM EST
Wed, Jan 07, 2026 - 3:00 PM to 4:46 PM EST
Thu, Jan 22, 2026 - 5:00 PM to 6:46 PM EST
Thu, Feb 05, 2026 - 9:00 AM to 10:46 AM EST
Tue, Feb 24, 2026 - 7:00 PM to 8:46 PM EST
Fri, Mar 13, 2026 - 1:00 PM to 2:46 PM EDT
Tue, Mar 24, 2026 - 3:00 PM to 4:46 PM EDT
Wed, Apr 08, 2026 - 5:00 PM to 6:46 PM EDT
Sat, Apr 25, 2026 - 9:00 AM to 10:46 AM EDT
Tue, May 05, 2026 - 11:00 AM to 12:46 PM EDT
Thu, May 28, 2026 - 1:00 PM to 2:46 PM EDT

Additional Info

Basic Course Information

Prerequisites Fundamental knowledge of expense reporting fundamentals
Advanced Preparation  None
Designed For Business professionals seeking to improve expense reporting process
Original Recording Date

2025

 


Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 04/2025

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. 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


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


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