session description

Are you still accepting vendor supporting documentation for new vendor setup and existing vendor changes via email?  If the answer is yes, enroll for this free on-demand training session to discover 7-steps to review your vendor setup and maintenance process from end-to-end to identify and plug up gaps that can result in fraud, fines and bad vendor data.   Get examples of common gaps, plus tools including a process map, a vendor banking form and a confirmation call script to enhance and strengthen your current process.  Download 3 resources to help you implement your new, enhanced process.  

After this session participants will be able to:

1. Implement 7-steps to find and plug up gaps in your vendor setup and maintenance process. 
2. Use the Desktop Procedure - Template to document your enhanced process for the vendor team to follow
3. Use the IRS W-8 Expiration Tracker - Template to track vendors with expiring W-8's to avoid IRS compliance fines
4. Use the Vendor Validation Reference List - Template to validate vendor data for new vendor setup and existing vendor change

To enroll in this training session:
1. Click the "CLICK TO REQUEST ACCESS" or "REGISTER FOR FREE!" button above.
2. Watch On-Demand: Access the recordings and handouts sections.

Additional Information

• Session Recording:  On-demand recordings will be available within 24 hours of the live session.  The last recorded session will remain available until the next live session recording replaces it. 
• IOFM CEU Credit(s) is (are) earned for live, in-person or recorded sessions after the successful completion of the exam.
• ACFE CPE Participant Credit(s) is (are) earned for live or in-person after the successful completion of the exam.
• ACFE CPE Self-study Credit(s) is (are) earned for or recorded sessions after the successful completion of the exam. 
• Session Access:  Access is available for one year from original enrollment date, or at the expiration of a Training Pass membership.
• Prerequisites:  None
• Who Should Attend:  This training session is for employees performing or managing the vendor setup and maintenance process.  This includes adding and updating vendor records, as well as responding to vendor inquiries regarding vendor data included on the vendor record. 
• Advanced Preparation:  None
• Program Level:  Beginner
• Delivery Method:  Group Internet,  Self-Study,  In-Person
• Field of Study:  Accounts Payable, Procure-to-Pay, Production, Fraud Prevention and Deterrence
• Refunds and Cancellations:  Requests for refunds must be received in writing.  A full refund is available for any training session not attended or recording not viewed.  Rescheduling to a future session is available at no cost up to one year after the original purchase.  Vendor Process Training Pass Members will not be subject to a refund nor a cancellation fee as this session is included in the cost of the training pass, and the member will have access until the expiration date of the training pass. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 313-572-1598.