BGM + Expensify webinar: How to maximize efficiency for your team

BGM + Expensify webinar: How to maximize efficiency for your team

At Expensify, we believe the key to streamlined spend management is two-fold: first, build an amazing, intuitive app that is easy to navigate, and second, go the extra mile to empower our members by enabling them to smartly manage their organization’s spend through the Expensify Card. Luckily at Expensify, we’ve got both down pat.

Below, you’ll learn more about our upcoming webinar and how Expensify’s card and expert service can help solve your expense management problem.

Become an Expensify expert by joining this webinar

If you’re a business owner or accounting professional interested in learning how to implement the Expensify Card, Expensify’s expense management platform, and more, look no further! Expensify is teaming up with our partners BGM, a firm of entrepreneurial and proactive CPAs and Advisors, to deliver an interactive, FAQ-style webinar for accounting professionals and organizations looking to become experts at Expensify!

Key learning objectives for webinar attendees

Whether you’re an existing BGM client and/or an existing Expensify user, or brand new to both, sign up for this free webinar and learn how to create streamlined and efficient accounting processes for your organization. In this one hour webinar, “Maximizing Efficiency: How the Expensify Card Solves Your Expense Management Problem,” attendees will:

  • Gain a thorough understanding of Expensify’s key features and how to optimize them for your organization’s needs. 

  • Get insight into how the Expensify Card can be leveraged to simplify month-end close for your entire team 

  • Learn best practices for implementing and integrating Expensify into your accounting system systems.

  • Understand how to leverage Expensify for improved financial management and decision-making.

  • Learn how to best work with the Expensify support team for an efficient setup, best tips and tricks to streamline your accounting processes, and how the BGM team can help facilitate the process. 

Interested? Spaces are limited, reserve your spot in the webinar today by signing up here.

Your hosts for this webinar

In this one hour webinar, you’ll learn the ins-and-outs of Expensify with three experts from Expensify and BGM:

Gabe Essner, Partnerships, Sales, and Product Manager at Expensify

Gabe Essner

Partnerships, Sales, and Product Manager at Expensify

Gabe Essner has more than eight years of sales and product experience with Expensify, specializing in implementations, integrations, support, and product demonstrations. Gabe’s experience in developing partnerships, particularly with accounting firms and thought leaders, has also made him well-versed in accelerating growth with his partner firms of all sizes. Born and raised in San Jose, California, Gabe is a graduate of San Diego State University. Beyond his professional life, Gabe enjoys outdoor activities, including snowboarding and golf.

Cory Parnell, Principal, Chief Executive Officer at Boeckermann Grafstrom & Mayer (BGM)

Cory Parnell

Principal, Chief Executive Officer at Boeckermann Grafstrom & Mayer (BGM)

A lifelong St. Paul, MN resident, Cory has more than 25 years of experience advising business owners on strengthening their personal and business financial positions. Cory serves a wide range of clients, and his  areas of expertise include mergers and acquisitions, cash management and treasury, bank financing, audit procedures, budgeting and forecasting, personal and corporate taxes, and management advisory services.

Brian Stueve, Outsourcing Practice Leader at Boeckermann Grafstrom & Mayer (BGM)

Brian Stueve

Outsourcing Practice Leader at Boeckermann Grafstrom & Mayer (BGM)

Brian is a results driven business leader with over 20 years of experience in the accounting and technology functions of business. He is passionate about leading or being a contributing member of teams, whose mission is to improve business performance, achieve regulatory compliance, and lower business risk. As the leader of the Firm’s Outsourced Accounting Services Group, Brian and his team assist companies in setting up accounting policies and establishing best practice procedures.

See why Expensify is the  #1 expense management app for your team

Expensify is an intuitive, easy-to-use app for tracking receipts and creating expense reports on the go. Whether they’re an accountant or an employee, see what happy customers on G2, a software review site where Expensify is rated 4.5/5 stars, have said about the all-in-one platform.

5-star reviews for Expensify’s expense management platform 

“I have been using Expensify for quite some time now, and I must say it has been a game-changer when it comes to managing expenses. Expensify is an exceptional tool that caters to both businesses and individuals, offering a seamless and efficient solution for expense management.” – Frederik D.

“Very user friendly. I’ve worked at a lot of big companies and this is a huge perk of working here, especially as an employee using my benefits.” – Olivia R.

“I have done expense reports for at least 9 years with Expensify and it is an indispensable tool. I would never want to go back to the days of spending valuable time on the task of compiling and submitting expense reports the old-fashioned way.” – David F.

5-star reviews for the Expensify Card

Don’t just take our word for it. See what customers have to say about the Expensify Card! 

“Using my Expensify card makes it easy to track business expenses.” – Kristin J.
“The Expensify card allows me to book hotels, and pay for company expenses so I don’t have to use my own credit card. Easy to submit receipts” – Erik L

“Expensify is incredibly easy to use. It has a fantastic user interface, and which makes it very simple to submit expense reports via the web application or the app. Additionally, the Expensify card has been a huge time saver. As someone who takes a lot of business trip, it really has taken all of the hassle out of tracking my expenses.” – Verified, anonymous review.

See all 4,550+ user reviews here.

Sign up for the FREE webinar today

Whether you’re a seasoned user looking to maximize your usage or a newcomer eager to understand how Expensify can automate your preaccounting procedures, this webinar promises valuable insights for all.

This session is meant to be interactive, so please share your questions in advance on the registration or pose any questions you have during this live webinar! Spaces are limited, reserve your spot in the webinar today.





Joanie Wang

Joanie is the Director of Marketing and Brand at Expensify, and possibly the only Bahhston native who doesn't run on Dunkin’. She is "outside-y," enjoys food-based travel, and loves John Mayer maybe a little too much.

Related Posts

Unlimited receipt and distance tracking for sole proprietors and individuals, now free on New Expensify.

Unlimited receipt and distance tracking for sole proprietors and individuals, now free on New Expensify.

Alternative financing options for your small business

Alternative financing options for your small business

Automation for small business: streamlining success

Automation for small business: streamlining success

Better money management = more money to manage.

Get started with Expensify.