Audit Success Center Now Available! Check It Out

In-person Atlanta Event

Kickstart Your Morning with Insights & Free CPE

Calendar Icon August 22, 2024 Time Icon 8-10:30 a.m. ET
Subject
Accounting | Computer
Software & Applications
Location
3 Ravinia Dr. NE P7
Atlanta, GA 30346
CPE Credits
1.50 Hours
Sign up today for FinQuery’s Accelerator event for LeaseQuery customers:
  • Real stories, real solutions. Hear from our accounting and product leaders about common Day 2 lease accounting challenges and how to solve them.
  • Maximize your investment. Get hands-on with our free contract management solution for non-lease contracts.
  • Walk away with a plan. Network with peers and get your product and accounting questions answered by our experts.
  • Oh, did we mention CPE credits? Yeah, you’ll get those too (1.5 hours to be exact). Oh, and guess what? You’ll also get a delicious breakfast to kickstart your day!
  • Win Big! Every attendee is entered in a raffle to win a $500 gift card to the Four Seasons Spa.

Register for Free


Agenda

8-8:30 a.m. ET

Check-In & Grab Breakfast

8:30-10 a.m. ET

CPE Sessions

Lease Accounting in the Real World: Navigating Common Challenges

Explore practical solutions for ongoing compliance challenges and understand the nuances of our new feature, Catch-Up Lease Actions.

Beyond the Spreadsheet: The Power of AI and FinQuery Contract Management

In this workshop, learn more about FinQuery Contract Management and how easy it is to enter a contract using AI. We will also provide you with additional resources to help you get started.

10-10:30 a.m. ET

Second Cup: Meet with our experts!

Stay for a second cup of coffee and get answers to your hot topics from our lease accounting and contract management product experts.

Presenters

Amanda Payne

Kathleen Cherry

Senior Director of
Customer Success
FinQuery
 
Amanda Payne

Jaron Moss

Technical Accounting Manager
FinQuery
 
Sarah O'Sullivan

Daniel Forner

Director of Product Management
FinQuery
 
Sarah O'Sullivan

Rachel Hershberger

Lead Product
Manager
FinQuery
 

Overview

Kick off your day in person at the FinQuery office with our Accelerator series! Fuel your morning with fresh insights and earn free CPE credits. Explore our latest LeaseQuery updates and preview our new contract management product. It’s not just learning—it’s a chance to connect, network, and see how to get the most out of our technology. Don’t miss out—register now to secure your spot.

How to Prepare for the Event – Special Offer!

  • We encourage our customers to add a handful of contracts in FCM before the event. Participants who add two or more contracts and complete a survey post-event will receive a $50 gift card.
  • Not enough time in your day? You can also bring a few contracts to the event and our professional services team will help you enter them in person. You can see how easy, fast, and insightful it is to see your most expensive contracts in one place.

For further questions, please contact Nat Bucsko at natalie.bucsko@finquery.com or 404-953-0725. If you have dietary restrictions, please let us know.

Lease Accounting in the Real World: Navigating Common Challenges

DESCRIPTION

Join FinQuery as we review the policies, processes, and internal controls for organizations to consider incorporating for lease accounting under ASC 842. Throughout the presentation, we will explore the challenges and benefits of ongoing lease accounting and how those may impact your business. Best practices for executing common lease transactions, month-end close, and year-end reporting will be discussed.

This session will also explore how to determine if items within your current lease portfolio are valued correctly and how to account for the various changes you may need to make as a result. Lastly, we’ll introduce the newest functionalities of lease accounting software to help promote completeness and accuracy within your lease portfolio.

LEARNING OBJECTIVES

  1. Understand how to evaluate your current leases and the options available if they need to be adjusted to meet evolving organizational needs
  2. Summarize the steps, calculations, and journal entries required to record the impact of various lease changes and transactions appropriately
  3. Identify the newest features of lease accounting software to support completeness and accuracy in lease portfolios.

PRESENTERS

Jaron Moss, Technical Accounting Manager

CPE DETAILS

Program Level: Intermediate
Prerequisites: Basic understanding of lease accounting
Advance Preparation: None
Delivery Method: In person
Recommended CPE Credit: 1.0
Field of Study: Accounting

Beyond the Spreadsheet: The Power of AI and FinQuery Contract Management

DESCRIPTION

Follow along as Rachel and Daniel host a hands-on workshop introducing our newest solution to simplify the complexities of accounting and finance. They will review our comprehensive contract checklist to help identify the contracts which can be input into FinQuery Contract Management and how contract and spend intelligence tools can enhance the operations and efficiency of your organization.

Lastly, our product development experts will walk through the steps to inputting a contract and where the most value can be derived from the tool, including gaining easy-to-access insights into upcoming cash flow requirements and committed spend for efficient budgeting, forecasting, and planning.

LEARNING OBJECTIVES

  1. Explore what a modern approach to contract management can offer in terms of contract and spend intelligence that boosts organizational efficiency.
  2. Identify which contracts are good candidates for entry into FinQuery Contract Management by utilizing a comprehensive contract checklist.
  3. Learn how to input a contract into FinQuery Contract Management and begin gathering information efficiently and easily today.

PRESENTERS

Daniel Forner, Director of Product Management
Rachel Hershberger, Lead Product Manager

CPE DETAILS

Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: In person
Recommended CPE Credit: 0.5
Field of Study: Software & Applications