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Webinar Recording

The 7 Keys to Unlocking Accounting Close and Reporting Effectiveness

Date: Tuesday, October 28, 2014
Time: 2:00 pm - 3:00 pm EDT There are no CPE Credits for this Solution Demonstration.
Accountants have been "closing the books" since the profession was formed. Even with all the advances in technology, it still remains a process often filled with stress and chaos. Many companies take way too long to close their books, leaving little time for other activities that could greatly add value, before starting the cycle over again with the next month’s close. Fortunately, there are practices you can incorporate into your company’s unique accounting and reporting requirements, leading to a faster close, better information and more value delivered by your finance team.

Join us to discover specific techniques and tactics that you can use in taking a holistic approach to improving your accounting close and optimizing reporting. Jon Paul, CEO, Value Added Finance Resources will discuss:

  • 7 specific best practices that drive financial close optimization
  • How to incorporate proven change management techniques and continuous improvement methodologies into your company’s close and disclosure process
  • How to develop and implement an action plan to unlock the value that an effective accounting close and reporting process offers your company
  • How to identify the right technology that delivers a complete close optimization solution for your company
After attending this event you will be able to:
Discover how to identify process bottlenecks, optimize period-end processes, and automate reconciliations and other repetitive operations
Understand key best practices for the financial close and how to apply them to your company
Understand how to better align process and technology for your company’s financial close and reporting environment


Jon Paul, CEO, Value Added Finance Resources
Jon Paul
CEO, Value Added Finance Resources
Jon Paul has helped entrepreneurs and executive directors over the past 24 years turn potential into well done by assisting them as a mentor, consultant, interim CFO or board member. Recently he served as interim CFO for Brook Furniture for two years, helping them refinance their debt and take $3 million out of costs. Before starting his firm, Jon was CFO at a pharmaceutical manufacturer that grew from $8 to $140 million and VP Finance & Operations at a toy manufacturer which grew from $2 to $30 million. With Jon’s unique approach to finance, he helps clients close the books faster, gain new insights, uncover different strategic opportunities, attract more fundraising and in some cases, sell at a handsome profit.
Moderated by: Ernie Humphrey, Educational Programs Leader, Proformative
Moderated by: Ernie Humphrey
Educational Programs Leader, Proformative
Ernie currently serves as the CEO of 360 Thought Leadership Consulting and as the Educational Programs Leader for Proformative. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs by delivering comprehensive marketing services and business development strategy consulting. Previously Ernie served as the Vice President, Educational & Marketing Programs for Proformative. Ernie has overseen the content and execution of over 200 events designed to further the careers of finance and accounting leaders and related professionals. Formerly, Ernie served as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. Ernie has extensive experience in the areas of educational program development and execution, online marketing, website content management, international cash management, and acquisition integration. Ernie has a BS and MS in Economics both from Purdue University.


Event Sponsor Intacct
Intacct - Intacct is the cloud financial management company. Bringing cloud computing to finance and accounting, Intacct's award-winning applications are the preferred financial applications for AICPA business solutions. Intacct applications, in use by more than 8,500+ organizations from startups to public companies, are designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers offer Intacct to their clients. The Intacct system includes accounting, contract management, revenue management, project and fund accounting, inventory management, purchasing, vendor management, financial consolidation and financial reporting applications, all delivered over the Internet via cloud computing.
By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

There are no CPE Credits for this Solution Demonstration.