CPAacademy.org | A RENDEZ VOUS WITH EXCEL DISASTERS

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CLASSIFICATION AND ACCOUNTING FOR DEBT AND EQUITY
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OVERVIEW OF THE STATEMENT OF CASH FLOWS
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WHAT YOU NEED TO KNOW ABOUT CASH FLOW
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ACCOUNTING FOR HELD FOR SALE ASSETS
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PRINCIPLES OF FINANCIAL STATEMENT PRESENTATION
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DETAILED OVERVIEW OF THE HELD FOR SALE CLASSIFICATION CRITERIA
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CASH FLOW REPORTING & OTHER FINANCIAL STATEMENT DISCLOSURE HOT TOPICS
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SUPPLIER FINANCE PROGRAMS – WHAT YOU NEED TO DISCLOSE
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KNOW THE DIFFERENCES BETWEEN AN ASSET ACQUISITION VS. BUSINESS COMBINATION
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OPTIMIZE CASH FLOW THROUGH RECEIVABLES FACTORING
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A Rendez Vous With Excel Disasters

Accounting

A RENDEZ VOUS WITH EXCEL DISASTERS

This webinar is hosted on SkyStem's platform. You will receive the direct join link from SkyStem.

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Accounting

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Other

Course Description

Excel is the duct tape of the finance and accounting world. It is the glue that bridges the gap between our various financial systems and the tool of choice for any and all analysis that needs to be whipped up. But wielding such a powerful tool can translate into dire mistakes. In this webinar, we will visit some of the biggest Excel disasters, how those mistakes came about, some best practices on hygienic spreadsheet practices, and some alternatives to spreadsheet usage.

Learning Objectives:

Demonstrate how Excel errors are made

Review the impact of these mistakes and some remediating practices to prevent/detect the most common Excel errors

Nancy Wu

SkyStem
Head of Sales and Customer Success
[email protected]
(805) 300-0177

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). Her published work around leveraging user behavior to design internal controls is archived in the Cornell University Library. Ms. Wu is also the author of a whitepaper that discusses management standards around the balance sheet reconciliation process. She is the subject matter expert on an award-winning webinar program that draws hundreds of sign-ups each month on topics ranging from internal controls over financial reporting, to month-end close infrastructure, to Finance tone at the top. Ms. Wu currently leads 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.

Additional Materials

ART Brochure

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.

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About Our Presenter

Headquartered in the heart of New York City, SkyStem delivers a powerful month-end close solution for organizations seeking to streamline their financial processes. The company’s flagship solution, ART, is an enterprise technology that helps CFOs and Controllers shorten the month-end close and the time to issue financials by automating balance sheet reconciliations, managing month-end tasks, performing flux / P&L variance analysis, and providing insightful reporting. The web-based solution streamlines and eliminates up to 90% of manual activities while strengthening internal controls and corporate governance.