The CFO Playbook on Budgeting: Improving Expense Management                  

Webcast Available on Demand

Duration: 1 hour

Brought to you with support from Ariba, an SAP Company

Webcast Summary

As the economy improves, travel budgets have increased. Now that T&E is becoming a bigger part of companies’ spending, it is more critical that finance gets a stronger grasp on this spending.

Unfortunately, errors and fraudulent acts are a reality for many firms. Even with established policies, the cost of lost revenues or regulatory enforcement penalties is too steep for executives to ignore or leave to manual processes, as human error can impart significant risk to the business. To improve your expense management practices, consider how other organizations are keeping a closer eye on these costs and how new technology might offer solutions to meet your needs.

Learn how to improve your company’s expense management policies and practices to save time, money, and stress. This Webcast will explore:

  • The latest developments in expense automation and how they can save your firm time and money;
  • Current regulatory and compliance concerns companies are facing with their T&E and how to avoid these hurdles;
  • The CFO’s role in managing expenses and investigating new systems and processes for the organization; and
  • Strategies to consider (and pitfalls to avoid) for keeping travel costs in check.

About the Panelists

Barry Bazen, Principal, Profit Advisory Group

Mr. Bazen is a principal with Profit Advisory Group, where he is responsible for sales and business development. He has more than 20 years of experience with wireless telecommunications, wireline telecommunications and data networking. He held various management and executive positions with Bell South and MCI before becoming a telecommunications consultant with an emphasis on expense reduction and technology analysis. His experience with national-account-level contracts uniquely qualifies him to negotiate large, complex agreements on behalf of his clients.

David W. Owens, Director of Research, CFO Research

David W. Owens is director of research at CFO Research. He researches and writes on a wide range of topics in corporate finance, including shareholder value, risk management, performance management, organization structure, information technology, and financial and corporate strategy.

David has 25 years of experience as a researcher, editor, and writer on business, financial, and management topics. He was a key member of the writing and content development team at Mercer Management Consulting (now known as Oliver Wyman) for 18 years and led the writing and editing department for 13 years. He is a graduate of Haverford College. David is based in Boston.

Rebecca Wettemann, Vice President, Research, Nucleus Research

Rebecca Wettemann is a founding partner of Nucleus Research, where she is responsible for development and execution of Nucleus’ industry-leading investigative research approach. Ms. Wettemann has written and presented extensively on the topics of return on investment (ROI) and total cost of ownership (TCO), collaborative and knowledge technologies, customer relationship management (CRM), enterprise applications, analytics, on-demand applications, and the business impact of technology.

Before joining Nucleus Research, Ms. Wettemann was the program manager for European collaborative technologies with International Data Corporation (IDC), where she managed research products tracking the European messaging, collaboration, knowledge management, and document and content management markets. She also served as the European expert for IDC's industry-leading ROI consulting practice.

Prior to joining IDC, she worked as a consultant for the International Telecommunication Union and the United States Information Agency, managing international research projects on digital communications and the economic impact of changing international telecommunications law and technology.

About the Moderator

Mary Beth FindlayMary Beth Findlay, Editorial Director, Product Development, CFO Publishing 

Mary Beth Findlay is editorial director of product development for CFO Publishing's custom-content division and oversees the development of editorial and custom content products, including eBooks and CFO Playbook Webcasts. Prior to joining the custom-content group, Mary Beth was associate director of research at CFO Research Services. She conducted research studies on a variety of finance topics, including banking and capital markets, business performance management, the use of financial and operating data, and professional development. 

Before joining CFO, Mary Beth served as a research associate at Harvard Business School, writing case studies and background notes for second-year MBA courses. She is a graduate of Boston University School of Law, and she earned a bachelor's degree in communication from Boston College.


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