Live CPE Webinar
Growing Your Business Beyond Lease Accounting: Unlock More Value with FinQuery
 Wednesday October 28, 2026 |
 1 P.M. EST |
| Level Basic |
Subject Accounting |
Cost Free |
CPE Credits 1.00 hour |
Learning Objectives
- Understand the FinQuery platform: Explore the capabilities of FinQuery’s Lease Accounting, Fixed Assets, and Debt Management solutions and how they work together to support customers’ accounting needs.
- Identify customer opportunities: Recognize common accounting challenges and pain points that may indicate an opportunity to introduce additional FinQuery solutions to existing customers.
- Communicate the customer value: Learn how to effectively position the benefits of FinQuery solutions, including reducing manual processes, improving visibility, and supporting more efficient, audit-ready accounting.
- Expand existing relationships: Discover how to use your knowledge of the FinQuery platform to identify cross-sell and expansion opportunities across your client base.
- Take the next step: Learn how to connect customers with FinQuery for a personalized demo and explore the right solution for their needs.
Register Now
Meet the Speakers
Rachel Reed
Lead Senior Technical Accounting Consultant |
 |
Rachel Reed is a Lead Senior Technical Accounting Consultant at FinQuery. Rachel’s experience includes working in the audit practice at Ernst & Young (EY), where she served clients across a wide variety of industries in both the public and private sectors. Rachel graduated from the University of Mississippi (Ole Miss) with both a Bachelor’s and Master’s degree in Accounting.
Sheri Dorminy
Senior Channel Enablement Lead |
|
Sheri Dorminy brings over 11 years of experience to FinQuery, where she built her foundation on the implementation team while training new hires and partners on the software and lease accounting. She went on to establish FinQuery University and lead key enablement initiatives for the channel team. Today, as Senior Channel Enablement Lead, Sheri focuses on managing Managed Service Partner (MSP) relationships, developing enablement strategies, and driving growth across FinQuery’s partner ecosystem.
Course Description
Join us for an exclusive partner session designed to help you unlock new growth within your existing accounts. We’ll dive into FinQuery’s full suite – Lease Accounting, Accruals & Prepaids, Fixed Assets, and Debt Management – highlight key CPA pain points, and conduct a walk-through of all three solutions.
You’ll leave with practical positioning strategies, talk tracks, and actionable tools to confidently start balance sheet modernization conversations with your clients.
CPE Details
Details
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Online
Recommended CPE Credit: 1.00 Hour
Field of Study: Accounting
Who Should Attend
This webinar is designed for Managed Service Partners (MSPs). If you want to unlock new recurring revenue within your existing client base and position your team as a strategic partner in financial transformation, this session is for you.
Sponsor Statement
FinQuery, LLC 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. For more information regarding administrative policies such as complaints, please contact CPEinfo@finquery.com.
Program Cancellation Policy
If a program is cancelled, FinQuery will notify registrants via the email address that they used to register for the program.