K2’s Expense Reporting Automation
Total Credits: 2 including 2 Computer Software & Applications - Non-technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Technology
- Faculty:
- Thomas G. Stephens Jr., CPA.CITP, CGMA
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
Managing and auditing employee spending on personal and corporate credit cards is a challenge everywhere. Legacy manual expense reporting preparation and approval processes are tedious and repetitive and are an excellent place to start your company's use of business process automation solutions. This session will cover a variety of expense workflow tools which use technologies and features like bank feeds, mobile receipt capture, OCR data extraction/filling, automated policy enforcement, and artificial intelligence-based validation to automate and eliminate the tedium. Attend this session and learn how to use automation and cure the expense reporting blues for you and your employees.
Basic Course Information
Learning Objectives- Select at least two types of employee expenses that are identified as very risky by the course
- Identify at least two common expense reimbursement fraud schemes
- Choose responses that explain how bank feeds are different from data extraction/OCR applications
- Identify at least two comprehensive expense reporting solutions discussed in detail during the course which offer both OCR data extraction and mobile receipt capture
- Explain how artificial intelligence can be used to identify unusual items in expense reports
Major Subjects
- Overview of selected expense and corporate credit card reporting and management platforms
- Major fraud schemes associated with expense reporting
- Extracting and importing transaction data from bank feeds and matching to receipts
Course Materials
IMPORTANT_CPE Credit Instructions_Read Before Webcast_2025 Update (434.2 KB) | Available after Purchase |
Faculty

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products
Shareholder
K2 Enterprises
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
Serving as a Chief Financial Officer for an international engineering organization; and
Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-nine years, Tommy has presented over 3,200 educational sessions to over 82,000 participants throughout the United States and Canada.
Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the AICPA and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Dates
Thu, Jun 19, 2025 - 02:00pm to 04:00pm CDT
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Fri, Jun 27, 2025 - 04:00pm to 06:00pm CDT
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Wed, Jul 09, 2025 - 08:00am to 10:00am CDT
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Tue, Jul 22, 2025 - 10:00am to 12:00pm CDT
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Thu, Aug 07, 2025 - 12:00pm to 02:00pm CDT
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Wed, Aug 27, 2025 - 02:00pm to 04:00pm CDT
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Thu, Sep 04, 2025 - 06:00pm to 08:00pm CDT
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Sat, Sep 27, 2025 - 08:00am to 10:00am CDT
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Mon, Oct 06, 2025 - 10:00am to 12:00pm CDT
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Thu, Oct 23, 2025 - 12:00pm to 02:00pm CDT
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Wed, Nov 05, 2025 - 02:00pm to 04:00pm CST
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Sat, Nov 29, 2025 - 04:00pm to 06:00pm CST
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Fri, Dec 05, 2025 - 08:00am to 10:00am CST
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Sat, Dec 13, 2025 - 10:00am to 12:00pm CST
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Tue, Dec 23, 2025 - 12:00pm to 02:00pm CST
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Wed, Jan 07, 2026 - 02:00pm to 04:00pm CST
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Thu, Jan 22, 2026 - 04:00pm to 06:00pm CST
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Thu, Feb 05, 2026 - 08:00am to 10:00am CST
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Tue, Feb 24, 2026 - 06:00pm to 08:00pm CST
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Fri, Mar 13, 2026 - 12:00pm to 02:00pm CDT
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Tue, Mar 24, 2026 - 02:00pm to 04:00pm CDT
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Wed, Apr 08, 2026 - 04:00pm to 06:00pm CDT
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Sat, Apr 25, 2026 - 08:00am to 10:00am CDT
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Tue, May 05, 2026 - 10:00am to 12:00pm CDT
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Thu, May 28, 2026 - 12:00pm to 02:00pm CDT
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Additional Info
Basic Course Information
Prerequisites Fundamental knowledge of expense reporting fundamentalsAdvanced Preparation None
Designed For Business professionals seeking to improve expense reporting process
Original Recording Date
2025
Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 04/2025
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.