5 Hacks to Master FinQuery and Transform Your Accounting Workflow
Learn five FinQuery hacks that will help you switch from manual, error-prone tasks to automated workflows:
- Eliminate manual contract entry with an Email-to-Record workflow.
- Push accurate data directly to your GL/ERP for error-free financial reports.
- Manage global leases with automated currency conversion.
- Use a contract-based system to automate prepaid and accrual accounting.
- Access fast support to keep your accounting workflows on track.
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Meet the Speakers
David Buchanan, CPA
Senior Manager, Product Accounting at FinQuery |
David Buchanan is a Senior Manager in the Product Accounting and Operations Department at FinQuery. His background includes experience auditing both public and private companies at Ernst & Young. David holds a Master of Accountancy from the University of Tennessee and is a licensed CPA.
Jonathan Grimes
Technical Accounting Consultant at FinQuery |
Jonathan Grimes is a dedicated and experienced accounting professional currently serving as a Technical Accounting Consultant at FinQuery (formerly LeaseQuery). Prior to this role, he held positions at FinQuery as Customer Support Manager and Manager of Customer Accounting Advisors, demonstrating a strong track record of growth and commitment. Jonathan’s educational background includes a Master’s degree in Professional Accountancy from Georgia State University and a Bachelor of Science in Accounting from LaGrange College, where he was also a Presidential Student Ambassador. Earlier in his career, Jonathan gained experience as an Accounting Intern at Gay & Joseph, CPA, PC.
Pam Bettis, MBA
Director, Product Marketing at FinQuery |
Pam Bettis is an expert Director of Product Marketing and Content Strategy who transforms complex products, from Lease Accounting software to Big Data ad targeting, into market success. Currently at FinQuery (formerly LeaseQuery), she built the entire Product Marketing function, creating repeatable Go-to-Market (GTM) blueprints that significantly increased ARR. An MBA and PMC Level IV certified leader, she excels at driving adoption, establishing messaging, and delivering industry-leading customer retention.
Rachel Hershberger
Lead Product Manager at FinQuery |
Rachel Hershberger is a Lead Product Manager at FinQuery. Her focus is on the FinQuery and FinQuery Contract Management products. Rachel started her career at Ernst & Young (EY) but has been with FinQuery since 2018. At FinQuery, Rachel works closely with the engineering team on the build out of new features and functionality. Additionally, she is constantly talking with customers and gathering feedback on how we could better serve our customers to inform our product roadmap.
Course Description
Other Details:
Why Attend?
- Maximize Your Investment: Get more out of the FinQuery platform.
- Walk Away with Actionable Tips: Implement proven strategies immediately—no fluff, just results.
- Live Q&A: Get direct answers from our product experts.
Reserve your spot now and unlock new levels of efficiency, accuracy, and control in FinQuery.
Program Cancellation Policy
If a program is cancelled, FinQuery will notify registrants via the email address that they used to register for the program.
