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Webinar

New

K2's The New World of Expense Management: Smart Cards, Real-Time Tracking

If you have questions about this event, please call us at 952-831-2707.

Tuesday, June 16, 2026
11:30 a.m.-2:30 p.m. Central
3 CPE (3 technical)

Course code: 26SR-P012
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Expense management is evolving rapidly as intelligent tools replace manual receipt-chasing and after‑the‑fact reconciliations. Explore modern expense and bill‑pay solutions that capture data at the point of purchase and feed it directly into accounting systems. Learn how platforms such as Dext, Bill.com and built‑in tools within small business accounting software use mobile apps, Optical Character Recognition (OCR) and automation to reduce manual entry while maintaining strong controls. Examine virtual cards, approval workflows and real‑time visibility into spending activity. Leave with a clear understanding of how to build an efficient, transparent expense management process that improves oversight and saves time.

Major subjects

  • Modern expense capture using mobile apps and OCR technology.
  • Expense and bill‑pay tools such as Dext, Bill.com and integrated accounting solutions.
  • Integrating expense management tools with accounting systems.
  • Approval workflows, virtual cards and internal control considerations.

Learning objectives

  • Utilize automated data capture tools to modernize expense tracking and reduce manual receipt collection.
  • Analyze features and benefits of leading expense management and small business accounting solutions.
  • Implement automated approval workflows that balance speed with proper oversight.
  • Compare online payment and spend management systems to identify the best fit for specific business needs.
  • Examine how real‑time spending data supports cash flow management and cost control.

Who should take this program?

  • Accounting professionals seeking to modernize business spending, expense tracking and bill‑pay workflows.

Pricing

Standard Member Fee $109.00
checkmark Standard Nonmember Fee $139.00

MNCPA members save $30.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $139.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructor Stephen Yoss, CPA, MS
Location Online
Area
of study
Information technology
Field(s)
of study
Specialized Knowledge - Technical (3.0)
Level Basic
Format Group Internet Based
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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If you have questions about this event, please call us at 952-831-2707.