Title: Conquer your Spend Management Policy with Confidence
Date/Time: December 20, 2022 | 11:00 am PT
Description: As your Client Advisory Services (CAS) grow, so should your policies. Spend management can help your clients from overspending and right-size budgeting if properly implemented. As a result, you will have clear boundaries, a predictable workload, and operational efficiencies.
This webinar will cover:
- Common stumbling blocks that get client expense management processes of track
- You'll hear from a business, who alongside their accounting partner, got expense management right - their journey, the pitfalls and rewards
- We'll finish with the specific steps that your clients need to take to put in place a robust expense management policy
