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Getting Ahead of Budgeting & Year-end: Mastering Your Mid-Year Financial Cleanup


May 21, 2024
1:00 – 4:00 PM ET


3.0 credit hours



Register Now



CPE Details


As we approach the midpoint of 2024, a thorough financial review is the foundation for a budget season and year-end close free from surprises. Join us in our upcoming virtual summit and learn steps you can take now to prepare your organization for the end of the fiscal year.

Why should accountants and finance teams care?
The mid-year point offers a critical opportunity for reflection and recalibration for both Finance and Accounting teams to support your organizational goals and mitigate financial risks. As a result, you can make necessary reallocations to support organizational goals and pave the way for a smooth year-end. This proactive approach allows for better decision-making, mitigating potential financial risks in the second half of the year.

Key Takeaways

Gain insights from a roundtable of accounting and finance leaders from NetSuite, FloQast, and FinQuery as they discuss why performing a mid-year financial clean-up is critical for a successful budget and year-end
Learn best practices and necessary tools organizations can use to optimize resources, reduce risk, and drive success in the second half of the year

Explore strategies to establish and confirm completeness of your lease portfolio for an efficient year-end


1:00 – 1:50 PM ET

Empowering Finance & Accounting for a Successful Budget & Year-end (Roundtable)


Justin Smith, CFO at FinQuery

Jason Parker, CPA , Solutions Engineer at FinQuery

Emily Fish, Director, Product Accounting & Operations at FinQuery

Jason Wells, Solution Consulting Manager at NetSuite

Greg Vecellio, Controller, FloQast

Field of Study


1:50 – 2:00 PM ET
2:00 – 2:50 PM ET

Tips and Tools to Ensure an Efficient Budget and Year-end


David Duncan, Director of Finance at FinQuery

Jake Jones, CPA, Controller at FinQuery

Field of Study


2:50 – 3:00 PM ET
3:00 – 3:50 PM ET

Leveraging Technology to Ensure Completeness of Your Lease Portfolio


Rachel Reed,Team Lead – Senior Technical Sales Engineer at FinQuery

Field of Study



Amanda Payne

Justin Smith

CFO, FinQuery  
Amanda Payne

Jason Parker, CPA

Solutions Engineer, FinQuery  
Sarah O'Sullivan

Emily Fish

Director, Product Accounting & Operations, FinQuery  
Sarah O'Sullivan

Jason Wells

Solution Consulting Manager, NetSuite  
Sarah O'Sullivan

Greg Vecellio

Controller, FloQast  

David Duncan

Director of Finance, FinQuery  
Amanda Payne

Jake Jones, CPA

Controller, FinQuery  
Amanda Payne

Rachel Reed

Team Lead – Senior Technical Sales Engineer, FinQuery  

CPE Details


Program Level: Basic
Prerequisites: N/A
Advanced Preparation: None
Delivery Method: Online
Recommended CPE Credits:
3 Hours

Field of Study: Finance

Who Should Attend

Accounting, finance and IT professionals whose companies manage a medium-to-high volume of leases, software subscriptions, or other financial contracts will benefit most from this event, along with CPAs who serve those clients.


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: For more information regarding administrative policies such as complaints, please contact


If a program is cancelled, FinQuery will notify registrants via the email address that they used to register for the program.