Webinar Details
Course Description
Managing complex debt instruments using manual Excel schedules introduces significant risks, including spreadsheet errors, limited visibility, and difficulty adapting to variable interest rates. This webinar explores the critical shift from fragile spreadsheet tracking to active debt management software. We will discuss how automated software eliminates the heavy math of debt management, ensures continuous covenant compliance, and drastically reduces the risk and expense of a failed audit. Because debt accounting is inherently complex and heavily scrutinized, this session will demonstrate how moving away from periodic, manual spreadsheet checks to a continuous, automated system can provide peace of mind and make audits faster and cheaper.
Learning Objectives
- Identify the hidden risks of Excel-based debt management: Understand how manual amortization tables, key-person dependency, and fragile spreadsheets create vulnerabilities, errors, and compliance blind spots compared to autonomous software.
- Automate continuous covenant compliance: Discover how replacing sporadic manual tracking with 24/7 continuous testing and custom alerts can help you confidently monitor critical metrics like leverage ratios and avoid career-defining covenant breaches.
- Streamline operational maintenance for complex debt: Explore how a dedicated platform automatically handles the heavy lifting of variable interest rate changes, journal entries, and the GAAP Effective Interest Method without the need for extensive tie-back files.
Prerequisites
- None
Who Should Attend
Finance and Accounting leaders: CFO’s, treasurers, Controllers, fi nance managers, and any other stakeholders responsible for the risks and reporting of the business debt structure, navigating the daily complexities of debt accounting and audit preparation.
Advanced Preparation
None
Presenter Details
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Emily Fish
- Senior Director, Product Accounting, FinQuery
Emily Fish spent seven years at Pier 1 Imports, excelling as Senior Manager of Lease Accounting and Audit. Leading new lease accounting software adoption and implementing Topic 842, she was recognized as a top expert. Now at FinQuery as Senior Director of Product Accounting, Emily guides clients on technical accounting for software compliance and product feature enhancement.
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Bobby Alaimo
- Sr. Manager, Accounting, FinQuery
Bobby Alaimo, CPA obtained both his Bachelor of Business Administration and Masters of Accountancy from the University of Georgia. He began his career at Cherry Bekaert in the audit practice, where he served clients in the public and private sectors, primarily in the technology industry. Bobby has leveraged his audit experience to optimize accounting processes through the use of technology.
NASBA Sponsor
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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
CPE
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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.
Purchase options
Live Webinar
The Risk of 'Good Enough': How Manual Debt Management Invites Audit Red Flags
Sponsored by FinQuery
- Sep 8, 2026
- 4:00 PM EDT
- Credits: 1.00
FREE
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