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Fiscal Close Metrics
Monthly Close Checklist
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Improveyourfiscal doxeyinc

10 BEST PRACTICES TO IMPROVE YOUR FISCAL CLOSING PROCESS

Cost Free
Presentation Length 1.0 hour 

Recorded DateMarch 15, 2018  CPE:Not available  (archived webinars do not offer CPE credits) Subject AreaAccounting  Course LevelBasic  Who should attend?CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Other 
Course Description

Timely, accurate, and consistent data is always of critical importance and operational and strategic decisions are based upon it and precise planning depends upon it. Statutory, regulatory, and compliance requirements add yet another layer of complexity. Global organizations are required to support reporting with multiple accounting standards, and new legislation requires new systems and processes. The information age has created a class of investors and shareholders who expect fast and easy access to the data created by current business activities.
 
This session will present both strategic and tactical suggestions that can help dramatically improve your fiscal closing process. The instructor will provide best practice solutions to prevent getting overloaded by an overabundance of internal controls and suggested metrics. Regardless of company size or complexity, all successful financial close processes require continuous communication, comprehensive documentation and a flexible, responsive organization.

Learning Objectives

  • Defining the Fiscal Closing Process Flow.

  • Identifying KPIs for the Closing Process.

  • Determining the Bottlenecks within Your Fiscal Close Process.

  • 10 Best Practices to Improve Your Fiscal Closing Process.

  • Developing a Fiscal Close Scorecard.

  • Defining a Benchmarking Approach.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Chris held senior finance and controller positions at Digital Equipment Corporation, Compaq, and Hewlett Packard which allowed her to develop and implement standards of internal control and leading practices for all aspects of financial operations. She was recruited to lead WorldCom (MCI) in the implementation of internal controls, policies, and corporate governance processes. She fine tuned her consulting experience in the Procure to Pay (P2P) area at APEX Analytix and BSI Healthcare.

As President of Doxey Inc., Chris uses her experience to provide best practice solutions to her clients for the P2P process and financial operations.

She holds a bachelor's degree in English, a bachelor's in accounting, a master's in business administration, and has a graduate certificate in project management.  She is a Certified Accounts Payable Professional (CAPP) and holds a Certification in Controls Self-Assessment (CCSA). Chis is also a Certified Internal Controls Auditor (CICA), and  a Certified Professional Controller (CPC).

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Stephen Williams

MineralTree
Vice President of Marketing
stephen.williams@mineraltree.com
(617) 299-3399 x167

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Stephen Williams is the Vice President of Marketing for MineralTree, a leading AP and Payment Automation solution provider. He and his team are on a mission to build awareness about how companies can benefit from an automated end-to-end AP process.  

AP has largely been a manual, ad hoc process that lived outside of any centralized system. Today, companies of all sizes now have affordable options to reduce fraud risk, improve payment controls and streamline the entire AP workflow. 

During his career Stephen led marketing teams for numerous software and payment companies that improve business efficiency, saving organizations a considerable amount of time and money.

About Our Sponsor

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MineralTree makes the easiest-to-use mobile and online AP automation software for finance professionals like you at growing organizations. Whether you’re a controller, AP manager, CFO, or other payment approver, MineralTree’s invoice payment processing solution streamlines AP, giving you significant cost savings and unparalleled control in an affordable, integrated platform with guaranteed fraud protection. We’re focused exclusively on invoice-to-payment automation so businesses benefit from using it and banks, accounting firms, and CPAs can offer it to their customers.