Webinar Details
Course Description

Many companies strive to spend less time on financial tasks, like paying bills and preparing reports, to focus on other priorities. But when streamlining financial operations becomes a top priority, who should take the lead?

Finance executives have the most informed perspectives to guide financial automation. When economic conditions change, they can assess their companies' resources and determine the best way to use them.

During this webinar, you'll learn how finance executives can take the lead on aligning HR, IT, sales, and other teams toward efficient financial operations during economic uncertainty.

Learning Objectives
  • Please refer to the last sentence in the course description above.
Prerequisites
  • None
Who Should Attend

CPAs, finance leaders, finance professionals

Advanced Preparation

None

Presenter Details
  • Philip Peck
    • Vice President, Advisory Services and Finance Transformation Practice, Peloton Consulting Group

    Philip has more than 30 years of consulting and industry experience with a specific focus on planning, forecasting, reporting, and analytics assessment as well as digitally-enabled business process transformation and optimizing technology investments to support superior performance.

    Prior to joining Peloton Consulting Group, Philip led the Performance Management Practice for the Palladium Group. He was also a key leader with the Planning and Performance Management Group for Answerthink Consulting. Before consulting, Philip worked in various business planning, finance, strategy, and sales operations roles for Chicago-area companies.

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
Thursday, August 28, 2025

4:00 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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