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Meeting Notes

Public·41 members

AGENDA : 8/17/2022

AGENDA : 8/17/2022


1 Positive Thing! (15 Second Hot Seat) - everybody participates!


Tech Spotlight on a Customer Problem and Solution (2022 Picking Champ)


Did you know that Iceland does not have a public railway system?


Expense Tracking Updates


Break Outs




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Chad Lingafelt
Chad Lingafelt
Aug 16, 2022

Expense Tracking

Reference Material: Link


What is Working: Managing Expenses has improved. Better cost management on how we are spending our money. These Teams are reporting well:

  • Anderson

  • Charlotte Service

  • Account Management

  • Purchasing

Why This is Important:

  • Expense Management is a direct correlation to your Gross Margin target.

  • It also keeps us compliant with IRS guidelines.

  • What it's not...

Process Clarification:

  • Best way to Add Receipts? (Average 2 per week)

  • What happens is I don't have a receipt?

  • What if I don't have time to do it? (this is a trick question)

  • How Often should I do it?

Why it should matter to me:

  • Expense Reporting will be connected to Team Targets (September)

  • Current responsibilities gives you the freedom to make your own discretionary purchases

  • If you don't want the responsibility...Don't make the purchases.

Helping our Customers Protect their People and their Property.

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