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Webinar Recording

The 7 Keys to Unlocking Accounting Close and Reporting Effectiveness

Date: Monday, October 2, 2017
Time: 2:00 pm - 3:00 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 NetSuite
NetSuite - Oracle NetSuite Global Business Unit pioneered the Cloud Computing revolution in 1998, establishing the world’s first company dedicated to delivering business applications over the internet. Today, Oracle NetSuite Global Business Unit provides a suite of cloud-based financials / Enterprise Resource Planning (ERP), HR and omnichannel commerce software that runs the business of companies in more than 100 countries. For more information, please visit http://www.netsuite.com.

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