Content Provider
Wex

Sponsored by
Divvy
Self-Study CPE
SERVE A GREATER PURPOSE IN CLIENT ESTATE PLANNING THROUGH CHARITABLE GIVING
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Eliminatingfraud divvy

ELIMINATING FRAUD AND OVERSPEND FOR YOUR CLIENTS

Cost Free   CPE Credits 1.0 hour   Subject Area Specialized Knowledge & Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm 
Course Description

The payments industry has changed dramatically in the last ten years, and virtual cards will allow your clients to eliminate fraud and overspending at their organizations. This is a must-see for any CPAs looking to help their clients get up to date on the latest tech trends, save money, and eliminate expense fraud.

Learning Objectives

  • Data-supported breakdown of how virtual cards can increase revenue for you and your client.

  • Teach your clients the value of virtual cards and how to use them.

  • How to eliminate unnecessary spending by using virtual cards.

  • Growth of the virtual card industry and insights on how you can use virtual cards to increase your business.

Linkedin

Bob Sneed

Wex
Vice President of Corporate Payments
bob.sneed@wexpayables.com

Wex

Bob Sneed is the Vice President of Corporate Payments for WEX. He is responsible for business development and growth of corporate B2B payment solutions for WEX including commercial cards (Fleet, Purchasing and Travel), expense management, AP automation and Integrated Payment applications for companies across North America. As a 30-year veteran in the payments industry, Sneed has held executive leadership positions with Vendorin, Comdata and EDS. He has used his extensive knowledge and experience in commercial payments to deliver cost savings, process improvement and margin contribution to leading U.S. companies like AvidXchange, Echo Health, Cabela’s, CKE Restaurants, Kinder Morgan, Covenant Transport, Ergon and more. Bob provides leadership, business development expertise, product design and operational oversight of the WEX Mastercard® commercial program to ensure long term growth. He is a graduate of Abilene Christian University and a member of NAPCP, AP Network and IOMA and is a frequent speaker at various industry conferences.

Linkedin

Alex Bean

Divvy
Co-Founder and COO
alex@divvypay.com
(425) 736-1163

Divvy

Alex Bean is a founder and the Chief Revenue Officer at Divvy, an emerging player in the fintech space. Alex has worked in the tech industry as an executive for 10+ years.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

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

Divvy
Divvy tracks and categorizes every company expense as it happens. Our software allows you to see and control transactions before the end of the month.