Vendor Setup Form + IRS W-9 = Easier for Vendor

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Build a Substitute W-9 Form to Combine Your Vendor Setup Form and IRS Form W-9

  • Live Date:  Thursday, June 8, 2023
  • Time:  12:00 pm - 1:00 pm ET 
  • On-Demand Access:  Available Now
  • Trainer: Debra R Richardson, MBA, APPM, APM, CPRS

session description

The IRS allows a substitute W-9 form and if you want to make it easier for the vendor by combining your vendor setup form and IRS Form W-9 then you are in the right place. Included in the Vendor Process Team Training Pass, attend this training to build a form that collects the data you need to add a new vendor or change an existing vendor.

Can't attend live? Watch the last On-Demand recording!  
  • Download:  Substitute W-9 - Template
  • Download:  PDF of the Presentation

training session content


Debra R Richardson, MBA, APPM, APM, CPRS

As a previous AP Sr. Manager over Global Vendor Setup & Maintenance, Debra found it difficult to find vendor process training to avoid fraud, fines, and bad vendor data. She now creates that content.

With over 20 years at Fortune 500 companies including Verizon, General Motors, and Aramark, she can provide you and your team with training on authentication techniques, internal controls, and best practices in the vendor setup and maintenance process.