Avoiding the Common Pitfalls in
Expense Allocation

How to institutionalize and implement a robust process to
reduce risk and achieve future success

THURSDAY, OCTOBER 29th, 2020 | 11:00 AM EST

With the sheer volume and complexity of expense allocation rules, managers are more prone to errors that can result in costly fines when audited. However, funds can avoid unnecessary risks in their operations with automation.

In this webinar, attendees will learn key strategies to avoid common expense allocation pitfalls and how to best institutionalize and implement a robust process to reduce risk and drive future success.

Agenda

  • Key challenges within the expense allocation process
  • Common Oversights: approvers vs. allocators
  • Fixing the allocation process and where to start
  • Best practices using case study example from select funds
  • Preview of IVP Expense Manager 
  • Q&A

Key Takeaways

  • Benefits of institutionalizing and implementing a robust expense allocation policy
  • Industry best practices
  • Tips to avoid common pitfalls
  • How to best design and implement a process to drive long-term success

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