Virtual Event

Accounting Automation Summit

Thursday, February 13, 2025

1–4 P.M. EST

Subject
Accounting

Location
Online

CPE Credits
3

FinQuery’s Accounting Automation Summit will equip you with the knowledge and tools to tackle your accounting challenges in 2025. First, we’ll show you how to optimize your financial processes for M&A activity from a CFO’s perspective, including strategies for avoiding the pitfalls of spreadsheets. Next, we’ll explore how to automate prepaid and accrual accounting, centralize contracts, and streamline budgeting processes. Finally, we’ll guide you through selecting and implementing the perfect lease accounting technology for your organization, ensuring a smooth transition and maximizing efficiency.

Hear from experienced CFOs on how to optimize your financial processes for transactions, including M&A activity.
Discover how to master contract management and automate prepaid and accrual accounting.
Learn how to centralize contracts, track key dates, and streamline budgeting processes.
Identify the limitations of your current lease accounting software or spreadsheets.
Gain insights into selecting and implementing new accounting software.

Register & Earn 3 Free CPE

Agenda

February 13, 2025, 1:00 – 4:00 PM EST

1- 1:55 PM EST

Session 1

CFO Chat: Automation Secrets for Financial Success

SPEAKERS

Justin Smith, CFO, FinQuery

Bilal Kahn, COO & CFO, Covera Health

2:00 – 2:55 PM EST

Session 2

Centralize, Automate, and Conquer: Mastering Prepaid & Accrual Accounting

SPEAKER

Rachel Reed,
Sr. Technical Accounting Consultant, Team Lead
FinQuery

3:00- 3:55 PM EST

Session 3

Making the Leap: Finding the Perfect Lease Accounting Technology Match

SPEAKERS

Abdi Ali,
Sr. Technical Accounting Consultant,
FinQuery
Rachel Reed,
Sr. Technical Accounting Consultant,
FinQuery

Presenters

Abdi Ali

Technical Accounting Consultant at FinQuery

Abdi Ali is an Accounting Manager at LeaseQuery. A former Grant Thornton audit associate, Abdi helps LeaseQuery’s customers understand and implement the new lease standards. While at Grant Thornton, he assisted in the audits of various publicly traded and privately held clients. He also has experience as a general ledger accountant. Prior to LeaseQuery, Abdi earned a Bachelor’s degree in Accounting followed by a Master’s degree in Professional Accountancy from Georgia State University’s Robinson College of Business.

Bilal Khan, COO & CFO

Covera Health

Justin Smith, CFO

FinQuery

As FinQuery’s CFO, Justin Smith oversees capital allocation, financial management, operational efficiency, and investor relations. With almost two decades of experience, he joined in 2023 from Goldman Sachs. At Goldman, Justin advised on IPOs, M&A, and capital raises, and was on Engage Ventures’ investment selection board. He holds a BA from Johns Hopkins University and an MBA from The Wharton School.

Karen Marchione, CMO

FinQuery

As the CMO at FinQuery, Karen merges customer-focused marketing strategies with a wealth of expertise in compliance software and cloud-based technology. Her leadership drives innovative marketing initiatives, drawing on her seasoned background in demand generation, business development, customer life cycle management, and product marketing to craft effective strategies that yield tangible results.

Rachel Reed

Sr. Lease Accounting Consultant, Team Lead, FinQuery

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.

Session 1

CFO Chat: Automation Secrets for Financial Success

Description

Gain practical insights from two seasoned CFOs as they share real-world perspectives on streamlining financial operations, navigating M&A, and harnessing the power of accounting automation.

Learning Objectives

Learn how to prepare your finances for M&A activity and leverage automation for greater efficiency and control.

Follow along with our CFO Benchmark Report to learn key trends for 2025.

Hear advice from experts in the finance and accounting fields.

Time

1- 1:55 PM EST

Presenters

Justin Smith

CFO
FinQuery

Bilal Kahn

COO & CFO
Covera Health

Additional Information

Program level: Basic
Prerequisites: None
Advance preparation: None
Delivery method: Online
Recommended CPE credit: 1
Field of study: Accounting

Register Now

Session 2

Centralize, Automate, and Conquer: Mastering Prepaid & Accrual Accounting

Description

Join us to learn how accounting teams can master contract management and prepaid and accrual expenses. Ineffective contract management can lead to missed prepaid and accrued expenses, jeopardizing financial accuracy and potentially leading to missed renewals, lost revenue opportunities, and compliance risks. Unfortunately, Excel is not enough for these key tasks. We’ll show you how centralizing your contracts gives you the power to automate accounting for prepaid and accrued expenses, track key dates, streamline budgeting processes, and enhance visibility and control across your organization.

Learning Objectives

Uncover the hidden costs and risks of poor contract management.

Implement a centralized repository for better organization and control.

Automate reminders for key dates and milestones.

Utilize software to enhance budgeting, forecasting, and decision-making.

Integrate expense tracking for accurate reporting and budgeting.

Time

2:00 – 2:55 p.m. EST

Presenter

Rachel Reed

Sr. Technical Accounting Consultant, Team Lead,
FinQuery

Additional Information

Program level: Basic
Prerequisites: None
Advance preparation: None
Delivery method: Online
Recommended CPE credit: 1
Field of study: Accounting

Register Now

Session 3

Making the Leap: Finding the Perfect Lease Accounting Technology Match

Description

Learn how to elevate your lease accounting by transitioning to a software solution that delivers enhanced internal controls, increased efficiency, and valuable cost-saving advantages. This session will guide you through identifying the limitations of your current system and streamlining the process of switching to a more powerful solution that goes beyond mere compliance to deliver substantial value to your organization. Whether you aim to move beyond Excel or adopt a system that enhances internal controls, boosts efficiency, and delivers cost-saving advantages, this session is for you.

Learning Objectives

Identify the limitations of using an inadequate lease accounting software OR spreadsheets for complex accounting tasks.

Discuss the indicators your organization should consider upgrading your existing lease accounting system.

Understand the key considerations when selecting and implementing new accounting software.

Learn best practices for data migration and user adoption.

Time

3:05 – 3:55 p.m. EST

Presenter

Abdi Ali

Sr Technical Accounting Consultant
FinQuery

Rachel Reed

Sr Technical Accounting Consultant
FinQuery

Additional Information

Program level: Basic
Prerequisites: None
Advance preparation: None
Delivery method: Online
Recommended CPE credit: 1
Field of study: Accounting

Register Now

CPE Details

Details

Program level: Basic
Prerequisites: N/A
Advance preparation: None
Delivery method: Online
Recommended CPE credit: 3 hours
Field of study: Accounting (3 hours)

Who Should Attend

This event is essential for CFOs, controllers, accountants, finance professionals, and consultants who want to learn about accounting automation trends and best practices for 2025.

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.