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Webinar Recording

The 7 Keys to Unlocking Accounting Close and Reporting Effectiveness

Date: Monday, March 27, 2017
Time: 12:00 pm - 1:00 pm EDT
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

Speakers

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: Jess Bozzo, Content Manager, Argyle Executive Forum
Moderated by: Jess Bozzo
Content Manager, Argyle Executive Forum
Jess is the Content Manager for Argyle Executive Forum’s growing CFO virtual division. In her current role, Jess is responsible for the creation and implementation of virtual event themes, overviews, and working with speakers and partners to create engaging and timely content. Prior to joining Argyle, Jess got her start in audience development and marketing with NewBay Media. A graduate of Gettysburg College, and a New Jersey native, Jess currently resides in Hoboken.

Sponsor

Event Sponsor Intacct
Intacct - Intacct is a leading provider of best-in-class cloud ERP software. Bringing cloud computing to finance and accounting, Intacct’s award-winning applications are the preferred financial applications for AICPA business solutions. In use by more than 10,500 organizations from startups to public companies, Intacct is designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers also offer Intacct to their clients.

Continuing Education Information

Certified Public Accountant

  • Continuing Education Credit
    1 CPE Credit
  • Field of Study
    Accounting
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CPE Credits

Continuing Professional Development

  • Continuing Education Credit
    1 Hour
  • Field of Study
    Accounting
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
More information about Hours

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Accounting
  • CE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CE Credits