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It’s crucial to have a modern, agile expense management process in place to track expenses, control fraud, and reduce spend that directly affects your organizations’ bottom line.  An outdated, hard to use and inflexible expense management process makes employees, AP departments and CFOs frustrated and unhappy.

This webcast will bring clarity to the three tenets of a modern, agile expense management process:

  • Understand the policies your organization has in place today.
  • Decide what to keep and what needs to be improved upon to make it modern.
  • Learn how to maintain your modern expense management process through agile business processes as your business evolves.

Join Jimmy LeFever of PayStream Advisors and Jeremy Soto and Jeff Devier of Chrome River as they review the latest expense management research and what it reveals about creating a sensible, cost-effective program. You’ll also hear real-life stories of customer configurations.

Accreditation: Webinar participants can earn 1 CPE credit in Management Advisory Services.

Prerequisites: previous experience in finance

Who should attend? 

  • Back-office Finance Professionals
  • Accounts Payable
  • Expense and Travel Managers
  • CFOs
  • Finance Directors
  • Controllers

Advanced preparation: none

Program level: Update

Delivery method: Group-Internet Based

Cancellation policy: PayStream Advisors may at its discretion cancel or replace a previously announced program with a program of similar content. We will make every effort to provide sufficient notification of such change. For more information regarding complaint and/or program cancellation policies, please email us at

Refund policy: no fee charged


Jimmy LeFever
Research Director
PayStream Advisors

Jimmy LeFever is the Research Director of PayStream Advisors and has held this role for three years. As Research Director, Mr. LeFever oversees the research and analysis of source to settle (S2S), Order-to-Cash (O2C), and Travel and Expense Management (TEM) software solutions. He actively leads PayStream consulting engagements for Finance and Procurement Departments, helping them identify the most appropriate solutions, conducts supplier/vendor analysis, facilitate RFPs to solution providers, and execute change management. Mr. LeFever also consults solution providers on product management, sales, and marketing efforts, helping them better compete in the S2S, TEM, and O2C market.

Jeremy Soto
Senior Solutions Architect
Chrome River

Prior to joining Chrome River as a Senior Solutions Architect two years ago, Jeremy worked for IBM for 15 years. He spent the last 13 of those years working with expense reports and the associated business processes. He has successfully implemented dozens of expense reporting implementations for global customers ranging from Fortune 50 to small and medium organizations.

Jeff Devier
Director of Customer Success Managment
Chrome River

Jeff has over 25 years of management and customer service experience with large, global companies such as Cargill, AT&T, Fidelity Investments and Continental Airlines. As Director of Customer Success Management at Chrome River, Jeff focuses on customers to ensure Chrome River’s products are a vital part of their success. He stays connected to help them gain clear business value as their companies evolve and their business requirements change.