Webinar Series - In 5 Steps!

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Build Desktop Procedures to Standardize Your Vendor Onboarding Process in 2025 

  • Live Date:  Wednesday, December 18, 2024
  • On-Demand Access:  Last Recorded Session
  • Trainer: Debra R Richardson, MBA, APPM, APM, CPRS

session description

Are your Vendor Maintenance team’s processes documented? If documented, are they up to date? If not, join this webinar for a 5-step process to create new or update your current desktop procedures for your vendor maintenance processes to train new users, have a reference for existing team members and turn the process of vendor adds and changes to an auditable process.

Sponsored by Financial Operation Network’s VendorInfo, a cloud-based solution that integrates with your ERP system and provides a secure and easy way to onboard and manage your vendors.  

Immediate Takeaways:
  • How standardization can help to reduce fraud, compliance fines and bad vendor data
  • How to get started planning for the number and types of desktop procedures
  • What sections to include to make it easier for users and management
  • How to document processes and evaluate to make it easier for users
  • Tips to reduce the number of desktop procedures needed
  • Download:  Desktop Procedure - Template
  • Download:  Compliance Responsibilities in Vendor Setup
  • Download:  PDF of the Presentation

session content

Trainer

Debra R Richardson, MBA, CFE, APM, APPM, CPRS

With over 20 years at Fortune 500 companies including Verizon, General Motors, and Aramark, she trains you and your team with the authentication techniques, internal controls, best practices and vendor validations to avoid fraud, fines and bad vendor data. 

A Certified Fraud Examiner (CFE), Debra has extensive experience with many of the most prevalent ERPs, including SAP, PeopleSoft, NetSuite, Intacct and Munis, and have helped those in the private or public sector prevent internal and external fraud.

She serves on the NACHA ACH Network Advisory Board, is the Ask The Expert for vendor master file questions with IOFM, is the Chapter President for the Central Atlantic Region IOFM Chapter, and was named one of the Top 10 AP Influencers three years by the AP Association.  

Follow Me on LinkedIn  

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