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Webinar Recording

Is Your Chart of Accounts out of Control?

Date: Friday, November 20, 2015
Time: 2:00 pm - 3:00 pm EST
In almost every company, the Chart of Accounts can be streamlined and structured to deliver benefits to both the finance team and the organization as a whole. An out of control Chart of Accounts leads to inefficiencies, errors, maintenance challenges and even increased audit costs.

Join us to learn why it is especially important for businesses to set up and manage their charts of accounts to support the top business priorities and potential future growth. You will also hear how cloud-based financial management and accounting systems can help by saving time, streamlining the accounting processes, and providing analytical insights for better decision making.

This session includes a live demonstration of how SaaS financial management and accounting software provides powerful new tools that enable companies of all sizes to:
  • Streamline and automate the chart of accounts resulting in dramatic time savings and improved reporting capabilities.
  • Easily analyze and compare multiple facets of a business: programs, projects, departments, and locations.
  • Quickly generate and distribute reports for various constituents.
  • Gain real-time insights into the company's financial performance.
After attending this event you will be able to:
Understand how to streamline and automate the chart of accounts resulting in dramatic time savings and improved reporting capabilities
Analyze and compare multiple facets of a business: programs, projects, departments, and locations
Identify how to generate and distribute reports for various constituents
Recognize insights into the company's financial performance


Kathi Varas, Consultant, RoseRyan
Kathi Varas
Consultant, RoseRyan
Kathi hails to us from RoseRyan, a leading regional consulting firm in the Bay Area that specializes in finance and accounting. She has served in multiple roles as CFO, Controller, and Director of Finance for several companies, and in that role has been responsible for all accounting and finance functions. In those roles she manages planning, cash flow, financial analysis, financial reporting, GL, revenue recognition, AP, AR, Payroll, Inventory accounting, compliance, and more. Creating board packages, preparing forecasts, managing expenses and preparing for audits are old hat to her. She’s worked with various accounting systems and has managed ERP implementations. She has worked with Aimmune Therapeutics, Audentes Therapeutics, Vivus, Inc., The Gap and Charles Scwhab, among others. She has a BS in Accounting degree from California State University, Chico.
Linda Pinion, Principal Sales Engineer, Intacct
Linda Pinion
Principal Sales Engineer, Intacct
Linda is a solutions engineer with Intacct. She possesses a unique blend of visionary, strategic, and tactical knowledge in a multitude of areas within finance and accounting. Linda has 25 years of software solutions sales and implementation experience across a variety of Tier 1 applications including Oracle, Peoplesoft and JDEdwards. She was also a VAR business owner for 7 years.
Moderated by: Ernie Humphrey, CEO, 360 Thought Leadership Consulting
Moderated by: Ernie Humphrey
CEO, 360 Thought Leadership Consulting
Ernie currently serves as the CEO of 360 Thought Leadership Consulting. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs. Formerly, Ernie served as the Vice President, Educational Programs for Proformative, and the as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. 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.