Life after legacy: A practical look at switching your expense platform
| When: 06/25/2026 11 AM EDT - 45 Min. | Where: Online |
If you've been on the same expense platform for years and you're finally starting to ask "is there something better?" This is the no-fluff guide to what a switch would actually involve.
In this session, you will understand the time involved to switch your expense platform, what to expect during implementation, and everything finance teams wish they'd have known before making the move. You'll get real answers from the people who work through these transitions every day.
What you'll take away in 45 minutes:
Timing
What pushes finance teams to finally make the move, and how to build the internal case for change
Transition
What a realistic implementation timeline looks like and what to expect along the way
Pitfalls
The most common mistakes during a platform switch and how to get ahead of them
Impact
What most teams notice first once they've made the switch
Your hosts for this session
Tom Gruenfelder
VP of Sales, North America
Kelly Klein
Senior Sales Enablement Manager
Chad Schlendering
Senior Client Onboarding Manager
Max Schaper
Solutions Engineer
