Form W-9 compliance is one of the most misunderstood, and most critical responsibilities in Accounts Payable. While many teams believe they “have it covered”, outdated processes, incomplete forms, and missed red flags can quietly expose organizations to significant compliance and audit risk.

In this session, you’ll go beyond surface-level requirements and take a fresh look at W-9 compliance through today’s regulatory and operational lens. We’ll examine what has changed, where AP teams are most vulnerable, and how to build stronger controls that not only reduce risk but also support more efficient, accurate payments.

You’ll learn how to:

• Identify common (and costly) W-9 mistakes AP teams still make
• Determine when a W-9 is required, and when it’s not
• Spot red flags that signal compliance or reporting risk
• Strengthen the W-9 compliance into a value-adding part of your AP workflow