Webinar Series - In 5 Steps!

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Build A Process Map to Visualize Your Vendor Onboarding Process 

  • Live Date:  Wednesday, October 16, 2024
  • On-Demand Access:  Last Recorded Session
  • Trainer: Debra R Richardson, MBA, APPM, APM, CPRS

session description

Do you have an easy to follow along process map documenting the steps of your vendor onboarding process? Equip you and your team with the knowledge to create an effective visual vendor onboarding process, that also helps to mitigating fraud risks while ensuring accurate vendor information and successful vendor payments. Visually walk through five steps to create your process map for a new vendor, ending with a full onboarding process map you can customize to use immediately.  

Download a New Vendor Add Process Map – Template with built in authentication, internal controls, vendor validations and best practices.

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.

Includes Processes For:
  • Common issues when your vendor onboarding process is not standardized
  • Avoiding duplicate vendors and what to do if duplicate vendors are found
  • What to include when entering the vendor into the Accounting System/ERP
  • Where you need to send requests when fraud is suspected
  • And more….
  • Download:  Compliance Responsibilities in Vendor Setup
  • Download:  New Vendor Add Process Map - TEMPLATE
  • 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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