Policies & Procedures

IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Expense reimbursements for the C-suite

Q. I would appreciate some feedback from the IOFM Advisory Panelists on these questions : How does your Company handle expense reimbursements for the C-suite? Do you have a different policy with… Read More

Employee expensing meals while out of state

Q. We have an employee that lives out of state and flies in weekly to Wisconsin. He expenses all of his meals while in Wisconsin each week. Is this generally allowed? Would it be allowed at your… Read More

Meal expense per diem rates

Q. We would like to do some research on travel meal expense per diem. I found the IRS and GSA, but the rates were low. Would there be other resources we would refer to as a guide for our travel… Read More

What to Do to Avoid T&E Red Flags

Controlling costs is a top priority for every organization. Plus, employee fraud—check tampering, phony payments, and expense report trickery—is an ongoing worry. Employee travel and… Read More

Travel & Entertainment (T&E) Master Class

Course type: Self-study | On-demand

Registration fee: $249 per learner

IOFM CEUs available: 3

Estimated learning hours: 1-3

Technology Requirements: Most

What you need to know about Corporate Travel in 2019

Tech brands are transforming the business travel and expense landscape—and business traveler expectations. This will have big implications for your finance organization. Join us for