Webinar Details
Course Description
As economic pressures mount, finance leaders, including accounting managers and finance executives, face the dual challenge of managing costs effectively while ensuring the accuracy and integrity of financial reports. This webinar addresses these critical concerns, which are exacerbated by the well-documented shortage of qualified accounting professionals — a risk factor for financial misstatements and missed deadlines, as highlighted by recent articles published by the Wall Street Journal and Accounting Today.
Learning Objectives
- Identify actionable strategies to optimize cost-efficiency while maintaining the highest standards of financial reporting integrity.
- Recognize the pivotal role of automation in transforming financial operations and when automation is most effective.
- Discover how to strategically integrate consultants to ensure financial reporting remains thorough, compliant, and timely, without overburdening your organization’s core staff.
Prerequisites
- None
Who Should Attend
CPAs, accounting/finance professionals
Advanced Preparation
None
Presenter Details
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Alec Schon
- Senior Manager
Alec is a seasoned professional with expertise in technical accounting consulting, gained through roles at the Governmental Accounting Standards Board (GASB) and EY's Financial Accounting Advisory Services (FAAS) team. Transitioning to Connor Group, he further honed his skills in technical accounting matters, contributing to the development of tools and training to ensure consistent, high-quality service delivery across the firm. Alec joined Principal Consulting Group as a Senior Manager in October 2023.
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Katie Hannah
- Solutions Consultant
Katie Hannah is a Solutions Consultant at Gappify, where she leverages her 5+ years of Big 4 audit experience to help prospects and customers automate their accruals process with the Accrual Cloud solution.
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Alyssa Pérez
- Sr. Manager, Strategic Initiatives
Alyssa has 10 years of experience in strategy, M&A, and transformation consulting with industry experience at a VC-backed finance automation SaaS company. She is an analytical, thoughtful, and creative business professional who brings strategic and high stakes initiatives to life. She has deep experience in merger integration planning and execution, finance and operating model transformations, and cost takeout initiatives. Industries include: Private equity, CPG / retail, media, tech, and energy.
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Ryan Volk
- Managing Partner
Ryan is a seasoned finance professional with a deep expertise in technical accounting, M&A and financial operations. Ryan is the co-founder and Managing Partner of Principal Consulting Group (“PCG”), an innovative accounting advisory firm, helping businesses navigate complex transactions, technical accounting matters and streamlining their accounting and financial operations. PCG is known for delivering tailored solutions that not only ensure compliance but also enhance efficiency. Before PCG, Ryan spent 10 years at KPMG's San Francisco office, serving in both the audit and the M&A due diligence practices and 2 years as a controller of a software company.
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
Automation and Expertise: Elevating the Accounting Team’s Impact
Sponsored by Principal Consulting Group and Gappify
- Oct 22, 2024
- 2:00 PM EDT
- Credits: 1.00
FREE
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