Announcing On-Demand CPE Webinars | Start Learning

Empowering Finance & Accounting for a Successful Budget & Year-end

Course Description

Taking a proactive approach to mid-year financial cleanup puts organizations in a stronger position for budget season and enables a successful year-end close. By preparing now, organizations can optimize their resources, reduce risk, and drive success in the second half of the year.

Join David Duncan, Director of FP&A, and Jake Jones, Controller of FinQuery as they share practical steps and the actual fintech they use to optimize the budgeting process and prepare effectively for year-end financial tasks. Equip yourself with the knowledge and tools needed to ensure a successful budgeting process and year-end close.


Learning Objectives

  • Learn the steps taken by a controller and director of finance to perform an effective mid-year financial clean-up.
  • Equip yourself with the tools and resources necessary to complete a mid-year review that streamlines budgeting processes and year-end financial tasks.
  • Gain insights on mid-year resource optimization, risk reduction, and best practices to promote a successful budgeting process and year-end close.


  • None

Who Should Attend

Members of FEI in the accounting, finance, and IT industries who are interested in developing effective strategies for contract renewal or controlling subscription spend for their organization


Advanced Preparation



Benjamin Belk

David Duncan

Director, Finance at FinQuery

David Duncan is an experienced finance manager with a demonstrated history. He specializes in merging corporate FP&A and data analytics through statistical techniques and expert modeling. Before FinQuery he was Sr. Finance manager for Microsoft’s Office Business. David received his Master of Business Administration from the University of Washington.

Benjamin Belk

Jake Jones

Controller at FinQuery

Jake joined LeaseQuery as the Controller following a distinguished 9-year tenure with Cherry Bekaert. In his role at LeaseQuery, he collaborates closely with the CFO and the accounting team, spearheading the implementation of best-practice processes and controls. This strategic approach aims to yield tangible results while offering valuable insights into the company’s operations, enabling informed and effective decision-making.

CPE Webinar

Date & Time

July 18, 2024 – 1:00 PM ET

Course Information

CREDITS 1.00 hours

Register for this webinar below.


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:

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