Webinar Details
Course Description

Finance process automation is no longer a luxury, but a "must have" element to enable our day-to-day work life. Join us in this one-hour webinar as we contemplate the concept of automation in finance and accounting, the risks versus rewards, and how to best approach automation initiatives. Real case studies will be used to supplement our discussion.

Learning Objectives
  • Identify key elements of a successful month-end close process.
  • Recognize the significant value from automating month-end close tasks.
Prerequisites
  • None
Who Should Attend

CPAs, accounting/finance professionals who work with the month-end close process.

Advanced Preparation

None

Presenter Details
  • Nancy Wu
    • Head of Sales & Support

    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).

    Currently leading 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

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa 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: NASBAregistry.org.
Date & Time
Tuesday, June 11, 2024

2:00 PM EDT (see additional timezones)

CPE
  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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