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.

Prerequisites

• 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

None

Presenters