Tallie’s 2015 Conference Season Handbook

Spring is here and with it comes the 2015 conference season! This May, our team is looking forward to seeing our friends at the ITA Spring Collaborative, the SuiteWorld Conference, the McGladrey Technology Conference, and the Practice Engine User Conference.

Team Tallie is also attending June’s Xerocon and AICPA Practitioners Symposium & Tech+ Conference. We especially look forward to CEO Chris Farrell’s panel presentation at June’s Boomer’s Producers Circle. And if you’re coming to June’s Scaling New Heights, be sure to register for Chris’s Power Breakfast Session!

Tallie expense reports conference season

Facing a whirlwind conference season yourself? Here are some posts from the Tallie blog you may want to check out before hitting the road.

1. Prevent fraud with effective expense policies.

Before you get on the plane (or book your ticket!) make sure you really know your company’s specific travel and conference policies. Can multiple employees take the same flight? Are you sure you can expense your hotel WiFi fee? Will you need to keep receipts for every expense, or just certain types? Thorough policies and strong internal controls not only prevent fraud and keep businesses IRS-compliant, they also protect employees from making expensive mistakes. Double-check company policies now–don’t wait until your expense report is rejected to learn the rules. If you’re an accountant or administrator, check out our guide on creating and automatically enforcing custom expense policies with strong internal controls.

2. Ensure per diem (and reimbursable) protection.

Per diems are a common means of funding employees’ conference expenses. But as is the case with a reimbursable model, per diems have their pros and cons. For example, an employee that sleeps soundly but loves a good meal can choose how much of his allowance to spend on lodging vs. dinners out. As for employers, per diems mean no surprises on employee expense reports, making it much easier to budget for upcoming conferences. However, per diems without proper documentation (like receipts) are a major fraud risk. Here’s a simple, but effective, way to prevent per diem and expense report fraud.

3. Save money with some business travel pro-tips.

If you’re exhibiting at an upcoming conference, you’ve most likely made your travel plans well in advance. Of course, sometimes plans have to change at the last minute. How can you get the best deals on hotels, meals and transportation on short notice? Believe it or not, with a little forethought, you can save hundreds of dollars at your next conference. Here are six ways to save on business travel expenses.

4. Don’t get left behind!

Even the most stimulating conferences can be pretty exhausting. Dehydration, hunger, and fatigue go hand in hand with crowds and back-to-back panels. We know you want to look sharp, but don’t discount comfort altogether–if you have your heart set on wearing heels, be sure to bring a pair of back-up flats just in case. We’ve prepared a list of recommendations for snacks, tools, and accessories that will keep you alert all day long!

5. Want to finish your expense reports fast? Ditch Excel.

No matter what conference(s) you attend this year, you’re going to spend a lot of time on your feet. Whether you’re waiting at the gate, sitting at the drive-through, or rushing to make the next keynote address, you don’t have a lot of time to spend tracking your expenses. Well, with the right expense report software, you can complete your expense reports in minutes. Just snap a picture of your receipt, and let Tallie enter the relevant data for you. Not convenient enough? Tallie’s smart features will even learn to automatically categorize each expense. Your submitted expense report is immediately sent to your approver’s email so you can get reimbursed as soon as possible. What could be better than that?

Tallie’s iPhone and Android apps make it easy to track your conference expenses. Try our award-winning expense management software FREE for 14 days – no credit card or commitment required. Or, schedule your free Tallie product demo now.

Tallie Brings Expense Report Software to Solutions14


It’s that time of year again! An endless sea of accountants and exhibitors have descended upon Caesar’s Palace for The Sleeter Group’s Solutions14! As one of the world’s largest accounting conferences, Solutions draws pro advisors, entrepreneurs, CEOs, and accountants alike. After our expense report software was honored with the Sleeter Group’s Awesome App Award at last year’s conference, Team Tallie is back to reunite with old friends. We don’t know about you, but another three days of fun, education, and networking on the Vegas strip sounds pretty good to us!

Arguably the biggest perk of Solutions14 is easy access to some of the greatest thinkers in the industry. Attendees and exhibitors alike should be sure to check out as many panels and educational sessions as they can. But with only three days to see everything, some might find it hard to pick and choose what events to attend. Here are the speakers, panels, and booths we think you shouldn’t miss!

TSheets: Persistence is key: Because if being badass was easy, everyone would do it.

Panel 815: Monday November 10th at 10:45 AM – 11:30 AM

Matt Rissell, CEO of TSheets, and accounting superstars Stacy Kildal and Bill Gerber will be discussing how to ensure success for your business, even when you’re the underdog. This talk is ideal for those who want to take on the giants of their industries.

From Vision to Focus – a Peek into the Mind of CEOs

Panel 302 – Monday November 10th at 1:55pm PST


Come see Tallie CEO Chris Farrell, ZenPayroll CEO Josh Reeves, TSheets CEO Matt Rissell, and SmartVault CEO Eric Pulaski demonstrate some of the most powerful qualities a CEO can have–vision and focus. Get inspired, and learn how these important, but simple, practices can impact your company, product, and community. The panel is hosted by speaker and CPA Greg LaFollette, a Strategic Advisor at CPA2BIZ.

CPE Walking Tours

Monday November 10th at 12:45pm, Tuesday November 11th at 1:05pm

Overwhelmed by giant the Expo Floor? Don’t worry! Solutions14 is offering scheduled walking tours on both Monday and Tuesday. Guides will lead you to select exhibitors offering live, fun demos of their products and services. Tallie’s very own Jordan Estreito will be on hand to present our award-winning expense report software, and to demonstrate its numerous integrations with your preferred accounting systems. And don’t forget: at least one CPE credit will be awarded per tour. What a deal!

CPA Practice Advisor’s Most Powerful Women in Accounting Awards

Tuesday November 11th at 9:20am

Smash the glass ceiling on your way to breakfast. CPA Practice Advisor is once again honoring female leaders for their contributions to the accounting industry. At a conference so heavily populated by industry leaders not just in accounting, but in the tech industry as well, events like these are especially meaningful. You won’t want to miss it.


Well, what about during your downtime? Do you want to geek out about accounting with some friends? Bask in the afterglow of the Giants’ most recent World Series victory? Receive a personal demo of how our expense report software can save your business time, money, and energy? Realize just how impressive our deep and unmatched integrations with accounting systems like QuickBooks and Intacct really are? Well, we want to see you too! Come network, debate, or just shoot the breeze with Team Tallie at booth #307. We look forward to meeting you!