SAP Concur Fusion Exchange 2024, Washington, D.C.
Regulated Industries 
Thursday, October 17, 2024 | The Westin Washington, D.C. City Center


Recommended Agendas

8:00 - 9:00 AM    Registration - National Ballroom Foyer

8:00 - 5:00 PM     Expo Hall Open - National Ballroom Foyer

8:30 - 8:50 AM    Micro Forums - Ashlawn North

8:30 - 8:50am 
SAP Concur’s New Travel Allowance Service - Ashlawn North
Maintaining the rates and rules for Travel Allowance (Per Diems) is a labor-intensive and complicated. With SAP Concur’s new Travel Allowance Service the need to manage SAP Concur Travel Allowance configuration is a thing of the past while also offering a more robust set of configuration options.

9:00 - 9:30 AM    Welcome and Keynote

9:00 - 9:30am
SAP Concur Fusion Exchange Keynote - National Ballroom
Gain valuable insights from SAP Concur leaders as they discuss the industry's latest transformations and their impact on travel and spend management programs. Explore the future of T&E and the strategic steps we are taking to shape it.

9:30 - 10:15 AM   General Session - National Ballroom

9:30 - 10:15am
The New Concur Travel: Deep Dive on Recent Innovation - National Ballroom
Business travel is changing. So are we. Review updates made to Concur Travel that provide increased control and compliance, enhanced visibility, and better experiences for travelers. We'll dive into what is available for you today, future innovation in this area, and give you a chance to ask the questions we know are top-of-mind.

10:15 - 10:30 AM    Micro Forum - Ashlawn North

10:15 - 10:30am
Tracking and Reporting on Taxable Employee Benefits - Ashlawn North
Tracking taxable employee benefits is no easy task. Learn how to track, calculate, and report taxable employee benefits in compliance with regulations. You'll leave with a clear understanding of how to manage taxable benefits efficiently and minimize risks of errors and penalties.

10:30 - 11:15 AM     Breakout Sessions

10:30 - 11:15am 
Navigating the NDC Landscape - National B
The New Distribution Capability (NDC) is becoming a staple in the travel industry.  Discover how to navigate its complexities and implications with SAP Concur experts and Southwest Airlines. Gain a comprehensive understanding of how one of the industry's leaders is leveraging NDC to enhance travel efficiency and customer satisfaction. 

10:30 - 11:15am
Balancing Compliance and User Experience - National C
Striking a balance between enforcing stringent compliance requirements and providing a seamless user experience is crucial for operational success.  Join us to connect with industry professionals, learn from shared experiences, and equip yourself with the knowledge to drive meaningful improvements to managing compliance and improving user experiences within your organization.

10:30 - 11:15am
The Evolution of P-card Programs: Now and to the Future - Ashlawn South
Advances in technology and card types can help you make significant strides within your purchasing card program. Join SAP Concur experts as they walk you through how other organizations are using purchasing cards and the opportunities available to you regarding data insights, auditing, and more.

10:30 - 11:20am 
*BYOC: Concur Expense Back Office Administration – Audit Rules​ (CPE credit) - National A
Gain a clear understanding of how to efficiently build audit rules and display exception messages to the end user. Topics include how to efficiently write conditions, poor condition placement and how to include calls to action through exception message writing. *BYOC = Bring your own computer for this hands-on training. Attendance for the full duration of this session will earn 1.0 CPE credit for CPAs. (Prerequisites = Working knowledge of SAP Concur, Program Level = Intermediate)

11:30 - 12:15 PM
   Breakout Sessions

11:30 - 12:15pm 
More than a Buzzword: The Present & Future of AI in Travel & Expense - National C
AI is making an impact in the travel and expense space and we want to make sure you are well equipped to take advantage of it. We'll dive into how SAP Concur solutions are currently utilizing this rapidly-evolving technology, our plans for the future, and how it will impact the roles and strategies of T&E professionals.

11:30 - 12:15pm 
Happy Admin, Healthy Program: Tips for Improving Your Experience as an Admin​ - Ashlawn South
It's easy to get caught up in improving the employee experience for everyone else, but you're the one in the depths of your program day-to-day. There are process that can be made more efficient, so you can have more time for tasks that matter. Learn and share with peers on finding ways to make admin life easier.

11:30 - 12:15pm 
Beyond Pre-Approvals: Unlocking the Full Potential of Concur Request - National B
There's more to Concur Request than meets the eye. Discover how you can take advantage of your solution for more than just pre-trip approvals, including credit card requests, name changes, pre-spend approvals, office returns, and more. You can streamline requests without losing proper documentation.

11:30 - 12:20pm 
*BYOC: Maximizing Cognos 11 for Federal Agencies With ConcurGov (CPE credit) - National A
It's time to unlock the full potential of Cognos 11. Uncover tips and tricks for ConcurGov users as we share the key differences and improvements in Cognos 11. You'll leave this training with actionable best practices tailored to your unique requirements and reporting processes.*BYOC = Bring your own computer for this hands-on training. Attendance for the full duration of this session will earn 1.0 CPE credit for CPAs. (Prerequisites = Working knowledge of SAP Concur, Program Level = Intermediate)

12:15 - 1:00 PM  Lunch & Networking Break - East Room

12:15 - 1:00 PM  Micro Forums - Ashlawn North

12:15 - 12:35 pm
Where to Go When You Need to Know: SAP Concur Services - Ashlawn North
There are many resources and service options to support you and your SAP Concur solutions.  Learn what fits your specific needs and how you can leverage available resources and experts to free up your time so you can focus on other priorities.

12:40 - 1:00pm
Mastercard Virtual Cards and SAP Concur – ​Delivering Controlled G2B and T&E Spend - Ashlawn North
Virtual cards offer better and faster reconciliation, provide a high level of security, ensure automated payment, and reduce processing times. They enable more functionality for public sector organizations with unique use cases for contractors, new hires, and tenured staff. Not only will it be easier to manage travel and event budgets, but Virtual cards also improve procurement functions by providing an alternative to onboarding new or one-time suppliers. Their earlier settlement capabilities can even improve management of your organization’s working capital. Mastercard’s public sector team will share use cases and answer questions during this informative session.

1:00 - 1:45 PM  

1:00 - 1:45pm 
Future-Proofing Public Sector: Harnessing Concur Cloud for Public Sector for Cyber Resilience - National B
Join SAP Concur experts and Genesis Consulting Partners, LLC as they share best practices for integrating systems and processes to mitigate cyber risks. Discover how Concur Cloud for Public Sector supports various public services, including federal, state, local government, higher education, and tribal nations, to modernize policies and safeguard mission-critical data.

1:00 - 1:45pm 
AI-Driven Compliance: Scale Your Portfolio - National C
Enhance your compliance portfolio by taking full advantage of the functionality available to you. In the crowded world of AI, let's take a magnifying lens to compliance and find the money and time savings waiting on the other side.

1:00 - 1:45pm 
Understanding Tax Implications of Continuing Education - Ashlawn South
Benefits given to employees for continuing education are taxable for your organization. Learn how to track, budget, and deliver at both the company and employee level.

 1:00 - 1:50pm 
*BYOC: Beginner to Intermediate Training for Intelligence and Mastering Reporting Schedules​ (CPE credit) - National A
Enhance and expand your reporting skill set with IBM Cognos Report Studio. We'll walk through the basics, then dive into how to build filters, custom prompts, and ensure your report has the correct prompt page to allow for scheduling. Cognos Professional Author Role is required to follow along. BYOC = Bring your own computer for this hands-on training. Attendance for the full duration of this session will earn 1.0 CPE credit for CPAs. (Prerequisites = Working knowledge of SAP Concur, Program Level = Intermediate)

1:45 - 2:00 PM    Micro Forum

1:45 - 2:00pm 
Maintaining and Using Delegates in Concur Expense​ - Ashlawn North
Let's walk through the details of what a delegate is in Concur Expense, the setup and maintenance on the admin's side, and how to act as a delegate on the user side. We'll highlight recent changes to the feature and key tips and tricks to be aware of.​

2:00 - 2:45 PM   Breakout Sessions

2:00 - 2:45pm 
Comprehensive Spend Management with Genesis Consulting - National C
Join SAP Concur partner, Genesis Consulting, as they share insights to ensure compliance with State and Local regulations. In this session, you will learn how to enforce strict guidelines on fiduciary spending, maintaining proper controls over workflows, and policies for all types of spending, including invoices, travel, and employee reimbursements.

2:00 - 2:45pm 
Empowering Employees With Concur User Assistant by WalkMe - Ashlawn South
Your employees can have automated support every step along the way as they go through T&E processes. Hear real stories from your peers about how you can utilize Concur User Assistant by WalkMe to increase solution adoption, drive compliance, accelerate time to value, and maximize productivity. Guide employees to use their T&E solutions correctly and effectively.

2:00 - 2:45pm 
Funds and Grants Management Through APIs - National A
Many organizations within regulated industries will require authorization prior to spend. Once the authorization has been approved, the funds or grants are encumbered for the expected spend allocations. To perform this process you can take advantage of a robust API set. Learn about how the APIs can be used and what your peers are doing today.

2:00 - 2:45pm 
Strategies for Success: Implementing SAP Concur and S/4HANA Migration - National B
Explore the best practices for implementing SAP Concur in conjunction with an S/4HANA migration. Our expert panel will provide valuable insights on how to manage these significant system changes efficiently and effectively. 

2:45 - 3:00 PM    Micro Forum

2:45 - 3:00pm 
They Did What?! Shocking Stories of Fraud When You Thought You Had Heard It All​ - Ashlawn North
The classic question that we ask ourselves every year, but somehow people keep finding ways to surprise us. Let your jaw drop as you hear real examples of fraudulent expense reports and then rest easy with real strategies to implement so that you avoid these scenarios in your own organization.​


3:00 - 3:15 PM     Break - Ashlawn North


3:15 - 4:00 PM     General Session - National Ballroom

3:15 - 4:00pm 
Peer Insights: Future Focus and Key Priorities - National Ballroom
Hear from your peers in Public Sector and Regulated Industries about their T&E program journeys. Travel, expense, and AP priorities are evolving and will look different in 2025 than they do today. AI and emerging technologies, unique compliance challenges faced by each industry, and strategies for change management only scratch the surface of what we'll explore.

4:00 - 5:00 PM  Networking Reception  - Sponsored by Carahsoft - National Ballroom Foyer
*Sessions noted eligible for CPE credit at Fusion Exchange Washington D.C. are in the Group Live instructional delivery method.