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Webinar Recording

Controlling the Chaos of the Close

Date: Wednesday, October 25, 2017
Time: 12:00 pm - 1:00 pm EDT
Join Dimensional Research and FloQast as they share results from a new survey of accounting professionals concerning their experiences with the month-end close. In this webinar, you will learn:

  • How accounting teams manage their month-end close; what works and what doesn’t
  • Why some organizations reduced close time while decreasing stress levels
  • Recommendations and strategies for improving the close management process
All registrants will be able to download a complimentary copy of Dimensional Research’s 2017 report The Chaos of the Close, A Survey of Accounting and Finance Professionals.
This webinar will:
Explain the challenges accounting teams face with the month-end close process
Describe real life examples of workflow and organization adjustments to address these challenges
Share best practices for improving month-end close time and accuracy
Demonstrate how close management software can play a role in improving the month-end close process

Speakers

Diane Hagglund, Founder & Principal, Dimensional Research
Diane Hagglund
Founder & Principal, Dimensional Research
Diane Hagglund, the Founder and Principal at the analyst firm Dimensional Research, brings tremendous expertise leveraging practical market research to help companies make smarter business decisions. Diane is widely quoted in the media and is highly sought as a research strategist.
Mike Whitmire, Founder & CEO, FloQast
Mike Whitmire
Founder & CEO, FloQast
As CEO and Co-Founder, Mike leads FloQast’s corporate vision, strategy and execution. Prior to founding FloQast, he was part of the accounting & finance team at Cornerstone OnDemand, a Software as a Service company in Los Angeles providing talent management software to Fortune 500 clients. He was the 5th accountant brought on to the team to help prepare for their IPO, develop a month-end close process and manage a rapidly growing accounting department.

Mike began his career in the audit practice at Ernst & Young in Los Angeles where he performed public company audits, opening balance sheet audits, cash to GAAP restatements, compilation reviews, international reporting, merger and acquisition audits and SOX compliance testing. He holds a Bachelor’s degree in Accounting from Syracuse University.
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 FloQast
FloQast - FloQast is close management software created by accountants for accountants to help accounting teams close faster and more accurately. FloQast provides a single place to manage the close and give everyone visibility. It improves team alignment and is the future of the month-end close. On average FloQast customers close three days faster.

Floqast works with your existing checklists and Excel to work the way your team does to manage the close. Bringing collaboration, reporting and process management together in a single, intuitive solution, FloQast centralizes the management of the close and gives greater confidence that it’s accurate and complete.

FloQast is trusted by hundreds of accounting departments, including those at Twilio, Nutanix, Zillow, The Golden State Warriors and many more, as well as at outsourced finance and accounting organizations to close their books faster and more accurately.

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