Webinar Details
Course Description

Join us for an insightful and engaging webinar where we’ll explore the power of automation in month-end reconciliations through the eyes of one of our valued customers. In this session, we’re thrilled to have Melissa Mestre, VP Finance at Milford Federal Bank, share her firsthand experience with SkyStem ART.

What You’ll Learn:

Customer Success Story: Discover how Milford Federal transformed their month-end reconciliation process using SkyStem ART. Hear about the challenges they faced, the solutions implemented, and the results achieved.
Streamlining Reconciliation: Understand the practical benefits of automating month-end reconciliation, including real-time management, audit benefits, and increased efficiency.
Best Practices: Gain insights into best practices and strategies that Milford Federal employed to maximize the benefits of SkyStem ART.
Q&A: Have your questions answered directly by Milford Federal and the SkyStem team, and learn how these insights can be applied to your own month-end close and reconciliation process.

Learning Objectives
  • Please refer to the description above for the learning objectives.
Prerequisites
  • None
Who Should Attend

CPAs, accounting/finance professionals who work with period-end reconciliations. 

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, September 17, 2024

12:00 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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