Content Provider
Blu

Sponsored by
Billcom
Self-Study CPE
ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
View Details/Register
TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
View Details/Register
INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
View Details/Register
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
View Details/Register
Free cpe webinars
Spend & Expense Management: Integrating Innovative Tools & Policies Into a Firm
Business Management and Organization

SPEND & EXPENSE MANAGEMENT: INTEGRATING INNOVATIVE TOOLS & POLICIES INTO A FIRM

Register
Available Date(s)
Wednesday, June 05, 2024: 1:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Business Management and Organization
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Course Description

Discover the future of expense management as we explore the transition away from traditional expense reports to more efficient solutions, such as BILL's Spend & Expense tool. Join Jason Blumer as he shares insights on implementing this tool within his own firm to enhance expense planning and mitigate risks of fraud and overspending.
 
Learning Objectives:


  • Identify key reasons behind the shift in managing expense reports within companies

  • Determine strategies for effective budgeting and oversight of company expenses without compromising financial security

  • Recognize the impact of integrating BILL's Spend & Expense tool into firm policies through a real-world case study

  • Recall the outcomes achieved by a firm that successfully incorporated the BILL Spend & Expense product into their operations

Linkedin

Jason Blumer CPA

Thriveal CPA Network
CEO/Founder
info@thriveal.com
(877) 322-9939

Blu

Jason founded Thriveal in 2010 as a way to help small CPA firm owners connect. Since that time, Thriveal has helped many small firms grow by providing a community, coaching services, webinars, and live events.

Jason and his partner have been leading their firm, Blumer & Associates, CPAs, for over 17 years. Their firm was one of the first to move from a traditional office to a virtual environment, where they serve various creative service niches. He and his partner focus heavily on business coaching and consulting with firms and agencies while their team meets their clients’ technical and compliance needs.

Jason is the co-host of two podcasts, the Thrivecast and The Businessology Show, and speaks and writes frequently for creative agencies.  He has been honored as one of the Top 100 Most Influential People in Accounting (Accounting Today).

 

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.