Live CPE Webinar
Mitigating Close Risks: Transforming Manual Processes into Audit-Ready Workflows
 Thursday September 10th, 2026 |
 1 P.M. EST |
| Level Basic |
Subject Accounting |
Cost Free |
CPE Credits 1.00 hour |
Learning Objectives
- Establish a structured, document-driven approach to capturing unbilled expenses, moving away from informal flux analysis and “best guess” estimates to mitigate high-risk judgment calls.
- Define the standard accounting treatment of prepaids and identify the functional requirements—like automated amortization schedules and single-click journal entries—needed to eliminate manual rollforward headaches.
- Learn how to use invoices and contracts as a single source of truth to connect procurement with accounts payable, ensuring expected schedules are established and “blind approvals” are eliminated.
- Discover how purpose-built subledgers and AI can automate the entire lifecycle of contracts and invoices—from data ingestion to flagging missing records, automating true-ups and generating journal entries and seamless rollforwards.
Register Now
Meet the Speaker
Taylor Guthrie
Technical Accounting Consultant |
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Taylor Guthrie is an Accounting Manager at FinQuery. Prior to FinQuery, Taylor earned a Bachelor’s degree in accounting from Lynchburg College and then transitioned to a public auditor role at Brown Edwards. As a former audit senior, he assisted in the audits of various entities in various niches. This background includes implementation and maintenance of ASC 842, GASB 87, and GASB 96. Today Taylor helps FinQuery’s customers understand and implement the new lease standards as well as navigate intricacies of the software.
Course Description
We’re hosting a webinar to help you tackle these challenges head-on. Our experts will demonstrate how replacing manual processes with automation and AI-assisted data extraction can give your team total visibility, ensure compliance, and significantly streamline your close period. We’d love to have you join the conversation.
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
Accounting, finance professionals, and consultants involved in month-end/ year -end activities, decisions, and reporting related to managing accrual and prepaid expenses.
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.