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CPA - small firm
CPA - medium firm
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Small Business Owner
It's time to spruce up the close checklist! Revisit best practices and practical tips to enhance your financial close process in this engaging webinar session focused on perfecting the close checklist. Whether you currently have a close checklist, or close calendar, or are developing a close procedure, the insights shared will elevate your period-end close procedures. Dive into essential tips and best practices for constructing an effective financial close checklist to streamline your processes successfully.
Learning Objectives:
- Identify key elements in constructing a comprehensive financial close checklist
- Determine best practices for optimizing the period-end close process
- Recognize practical tips to enhance the efficiency of financial close procedures
- List essential components for a successful financial close checklist integration
Nancy Wu
SkyStem
Head of Sales and Customer Success
[email protected]
(805) 300-0177
Nancy Wu has spent most of her career working in consulting and auditing various accounting departments’ financial close processes for public and private organizations ($200 Million to $4 Billion). Her published work around leveraging user behavior to design internal controls is archived in the Cornell University Library. Ms. Wu is also the author of a whitepaper that discusses management standards around the balance sheet reconciliation process. She is the subject matter expert on an award-winning webinar program that draws hundreds of sign-ups each month on topics ranging from internal controls over financial reporting, to month-end close infrastructure, to Finance tone at the top. Ms. Wu currently leads sales and customer success for SkyStem, a technology company that offers month-end close and reconciliation automation for mid-market companies in banking, healthcare, retail, and various other industries.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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About Our Presenter
Headquartered in the heart of New York City, SkyStem delivers a powerful month-end close solution for organizations seeking to streamline their financial processes. The company’s flagship solution, ART, is an enterprise technology that helps CFOs and Controllers shorten the month-end close and the time to issue financials by automating balance sheet reconciliations, managing month-end tasks, performing flux / P&L variance analysis, and providing insightful reporting. The web-based solution streamlines and eliminates up to 90% of manual activities while strengthening internal controls and corporate governance.
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