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Putting the AP in hAPpy

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United States

Twitter:

@apinhappy

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English

Contact:

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Episodes

Episode 32: 4 Vendor Maintenance Fraud Prevention Tasks That Can Be Automated Using RPA

5/22/2019
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In my last two blog posts “Check Payment Method? Still Needs to be Protected from Cybercriminals” and “4 Steps to Protect Your Vendors Banking from Being Changed by a Cybercriminal Includes a Critical Step Most Companies Leave Out” I identified additional steps that will need to be done when making changes to existing vendor data. In fact, many of the fraud prevention techniques I recommend to protect the vendor master file from fraud require additional steps. And, since less than 30% of...

Duration:00:17:01

Episode 31: Check Payment Method? Still Needs to be Protected from Cybercriminals

5/16/2019
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Has your company experienced a fraudulent payment? Whether the answer is yes or no, you will want to implement these four (4) steps to prevent fraudulent payments resulting from cybercriminals redirecting legitimate vendor check payments to a fraudulent remit address. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication, internal controls and best practices to it from fraud. Subscribe today to be entered into the...

Duration:00:15:35

Episode 30: 4 Steps to Protect Your Vendors Banking from Being Changed by a Cybercriminal. Includes a Critical Step Most Companies Leave Out

5/9/2019
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Has your company experienced a fraudulent payment? Whether the answer is yes or no, you will want to implement these four (4) steps to prevent fraudulent payments resulting from cybercriminals redirecting legitimate vendor payments to a fraudulent bank account. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication, internal controls and best practices to it from fraud. Subscribe today to be entered into the subscriber...

Duration:00:16:50

Episode 29: No Budget for All Team Members To Attend AP Conferences? Network Here for Free

5/2/2019
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Today I have a guest, Ashley Brinkley, Vice President of the Oklahoma Central Region IOFM Chapter, and we are talking about the chapter, her role, the benefits of being a leader, what happens at the meetings. Our next meeting is Monday, May 13, 2019 and the topic is “Unclaimed Property for Finance Professionals.” Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication, internal controls and best practices to it from...

Duration:00:17:42

Episode 28: Can You Really Drive Employee Secure Behavior?

4/25/2019
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Perry Carpenter joins as guest and he has written a book that is coming out in May called Transformational Security Awareness: What Neuroscientists, Storytellers, and Marketers Can Teach Us About Driving Secure Behaviors that talks about driving secure behavior. They question that I have and probably you do too is - Can you really drive Secure Employee Behavior? Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication,...

Duration:00:38:02

Episode 27: Can You Switch to a Substitute IRS Form W-8?

4/18/2019
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Today we are going to talk about IRS W-8 Forms and whether you can or should use a Substitute W-8 form. What should you consider? Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or protecting it from fraud. Subscribe today to be entered into the subscriber only monthly drawing to win a free Putting the AP in hAPpy Coffee Mug. · Blog Post: Tracking IRS Form W-8 Expiration Dates · Instructions for the Requester of Forms W–8BEN, W–8BEN–E,...

Duration:00:18:05

Episode 26: 3 Reasons Why It Should Take Longer to Add or Change a Vendor

4/11/2019
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Question- Why did the fraudster cross the road to Accounts Payable? Answer: (In the Podcast) Today I want to talk about the fact that setting up a vendor or changing an existing vendor will take longer than it has in the past and why should. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or protecting it from fraud. Subscribe today to be entered into the subscriber only monthly drawing to win a free Putting the AP in hAPpy Coffee Mug. Blog...

Duration:00:19:05

Episode 25: 3 Ways to Maintain OFAC Compliance Beyond Vendor Setup

4/4/2019
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On today’s podcast we are going to talk about maintaining compliance for a US sanctions list, the OFAC SDN list. If you only check vendors against this list at the time of vendor setup and then forget about it – you need to listen up. I will review why you need to monitor, give two examples of fines for OFAC violations , and then talk about how you can monitor your existing active vendors. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or...

Duration:00:19:32

Episode 24: Tracking IRS Form W-8 Expiration Dates... Yet Another Fabulous Task AP Gets To Do

3/31/2019
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The last episode of the podcast Episode 23: US Entity: Validations Required to Setup a Non-Us (Foreign) Vendor talked about what documents to collect and how to validate them for Foreign vendors. On today’s podcast I keep that conversation going by talking about that added task that everyone loves to do when you collect a version of the W-8 form to setup vendors in your vendor file. That is tracking the W-8 Expiration Dates. Subscribe today to be entered into the subscriber only monthly...

Duration:00:20:30

Episode 23: US Entity: Validations Required to Set Up A Non-US (Foreign) Vendor

3/23/2019
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If you work in a Finance, Accounting, Purchasing or Accounts Payable Department of a US Agency or Entity and are responsible for setting up vendors in your Accounting System or ERP – this blog post is for you. The information below will keep you compliant with regulatory agencies and will also ensure that you are validating that the vendor is real, and the data is not fraudulent prior to adding the vendor to the vendor master file. And that’s what we want folks – real vendors! Basic...

Duration:00:24:56

Episode 22: US Entities: Validations Required for US Vendors

3/15/2019
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If you work in a Finance, Accounting, Purchasing or Accounts Payable Department of a US Agency or Entity and are responsible for setting up vendors in your Accounting System or ERP – this blog post is for you. The information in this episode will keep you compliant with regulatory agencies and will also ensure that you are validating that the vendor is real, and the data is not fraudulent prior to adding the vendor to the vendor master file. And that’s what we want folks – real...

Duration:00:22:54

Episode 21: Two Key Transferable Accounts Payable Skills

3/8/2019
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On today’s podcast I am talking about two key transferable Accounts Payable Skills and what career moves you can make with them. Also – do you think there are no high tech positions in AP? Think again! Subscribe today to be entered into the subscriber only monthly drawing to win a free Putting the AP in hAPpy Coffee Mug. Reference Links: Robert Half 2019 Salary Guide Financial US: https://www.roberthalf.com/salary-guide #stayhappy #puttingtheapinhappy #podcast #apcareer All...

Duration:00:15:30

Episode 20: A Conversation with Josh Kunkel on Employee Appreciation Day 2019

3/1/2019
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On last week’s Podcast and Blog I talked about the 5 Languages of Appreciation in the Workplace by Gary Chapman and Paul White. Now you may be familiar with the 5 Love Languages by Gary Chapman, but this book talked about the importance of recognizing that each employee can have one of these 5 ways that make them feel appreciated. I listed each of the 5 ways, Words of Affirmation, Quality Time, Acts of Service, Physical Gifts and Physical Touch and gave some examples of each and I also...

Episode 19: How to Make Your Employees Feel Appreciated

2/24/2019
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In case you didn’t know, Friday, March 1st , 2019 is Employee Appreciation Day. Employee Appreciation Day is celebrated in the US and Canada and is always the first Friday in March. One of my favorite books as a leader is the 5 Languages of Appreciation in the Workplace which breakdowns the 5 different ways that employees can feel appreciated. On today’s podcast I am going to talk about those five ways and give examples of how you can make your employees feel appreciated in the...

Duration:00:17:15

Episode 18: US Based Entities - Explanations for Non-US Vendor Validations

2/18/2019
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Stay Tuned. In last week’s Blog Post entitled: “Table: Non-US vs US Vendors for US Based Entities” it was a short one where I list a table that showed the different forms, tax numbers as well as the different validations for the address, banking and watch lists. On today’s podcast I will go into more detail about validations for Non-US Vendors for US Based Entities. Subscribe today to be entered into the subscriber only monthly drawing to win a free Putting the AP in hAPpy Coffee...

Duration:00:19:11

Episode 17: Three Fictional Stories and a Documentary on Internal and External Fraud

2/10/2019
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Sometimes it’s not easy explaining what I do to those outside of the Accounts Payable function. To explain it to a group of businesses owners today, I presented three fictional stories about employees that work in the Accounts Payable Function and are about to have a bad phishing or ethical day. And I thought it would be fun to share it with you. I will then follow-up up with a true story about a Comptroller, a small town, and misuse of public funds that is in a documentary available as of...

Episode 16: Treat Inactive Vendors the Same as New Vendors

2/3/2019
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In my blog post published Thursday, January 31st, titled “Vendor Master File: When an Existing US Based Vendor Changes Their Legal Name or Tax ID or Both” I discussed how to update the vendor record when existing vendors make those changes. I am going to continue talking about these in this podcast by talking about the process to reactivate an inactive vendor, and it’s those inactive vendors that may have had Legal Name or Tax ID changes while they were inactive and not doing business with...

Duration:00:24:34

Episode 15: 5 Lessons Learned Implementing a Vendor Self-Registration Portal

1/27/2019
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In last week’s podcast Episode 14 “Episode 14: 2 Ways to Partner with Systems/IT to Protect Sensitive Vendor Data from Non-Vendor Maintenance Employees” published on Sunday, January 21, 2019, I talked on about how a vendor self-registration portal can be the answer to prevent sensitive vendor data from Non-Vendor Maintenance employees. On today’s podcast I am going to talk about 5 lessons learned from implementing a Vendor Self-Registration Portal at a Fortune 15 company for 140K Active...

Duration:00:19:00

Episode 14: 2 Ways to Partner with Systems/IT to Protect Sensitive Vendor Data from Non-Vendor Maintenance Employees

1/21/2019
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In my blog post titled “2 Processes You Can Implement Today To Protect Sensitive Vendor Data from Non-Vendor Maintenance Employees” published Thursday, January 17, 2019, I described how Secure Print and Desk Audits can help protect the vendor master file from fraud by keeping sensitive vendor data secure. Today’s podcast will include two extra ways to protect your vendor sensitive data that involve the IT team. You will want to listen to the end where I describe my experience with...

Duration:00:19:01

Episode 13: SMBs – What a Fraud Risk Management Program Can Look Like For You

1/13/2019
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Show Notes On today’s podcast my guest is Linda Stacey, CFE. Linda is a Certified Fraud Examiner that was a guest blogger this week with the blog “SMBs - Why You Need a Certified Fraud Examiner (CFE) and a Fraud Risk Management Program” published on Thursday, January 10, 2019 at www.debrarrichardson.com. She is here to go into more detail on the Fraud Risk Management Program which includes the Association of Certified Fraud Examiners ACFE’s Fraud Risk Assessment and the Fraud Prevention...

Duration:00:26:27