Shorten Month-End - Closing Best Practices
Online
4.00 Credits
Member Price $149.00
Non-Member Price $179.00
Overview
Surveys show that the average North American company completes its monthly financial statement closing in six (6) days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper. Yes, to all three.
Objectives
- To learn proven tactics to expedite and streamline the closing process
Highlights
- Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close
- Review and discuss information systems headaches that slow you down
- Work through examples of close cycle "time killers" and how to resolve them
- Get inventory and cost of sales under control
- Identify the improvement projects that will yield the biggest benefit
Designed For
CEOs, Corporate Financial Leaders, Corporate Financial Managers, CFOs, Controllers, accountants, Board members, advisors, and consultants. CPAs in public practice and CPAs in industry. Business owners, entrepreneurs and professionals who are interested in
Prerequisites
None, preferably at least six (6) months of professional financial statement analysis experience. Preferably at least six (6) months experience with the monthly closing process.
Preparation
None
Notice
Your webinar can be accessed via https://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.
Leader(s):
Leader Bios
Anita Layton
Helping others is one of the greatest passions of my career. Launching my own company - Pope Layton LLC - allows me to utilize my experiences and strengths to help others optimize processes, systems, and resources to prepare for a better future.
Whether you are a large corporation or a small contractor, services can be tailored to meet your need.
Key areas of focus include: • Providing financial analysis to enhance critical decisions - at the corporate level or project team level. • Conducting process reviews to establish more efficient and effective end to end processes eliminating bottlenecks and delays. • Leading finance transformations that increase your team’s effectiveness. • Setting up and managing QuickBooks for small business owners to effectively track results - saving time and money on their accounting processes and providing the data that matters. • Providing project management and change management oversite for system implementations and integrations to increase the success rates of your initiatives. • Developing and delivering customized training to help your teams excel. With my broad experience working in the construction and development industry, I am the resource you need. Let my passion for helping others drive the results you desire. Check out www.PopeLaytonllc.com for more information. Contact me at (704) 258-1569 or Anita@PopeLaytonLLC.com to learn how I can help you!
Specialties: JD Edwards and EnterpriseOne systems Oracle TM1 QuickBooks Process Improvement System Implementation Project Management Change Management Training
Don Minges, MBA, The Knowledge Institute
Don is a fractional CFO who has worked in diverse industries at various development stages. He has experience in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis. Don has been able to raise equity for several growing firms and has invested equity capital into promising businesses. He has served on the Board of Directors for many firms. He graduated with highest honors from the Fuqua School of Business at Duke.
Non-Member Price $179.00
Member Price $149.00