Tips and Tools to Ensure an Efficient Budget and 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

The mid-year point provides an opportunity for reflection and recalibration for both Finance and Accounting teams to support your organizational goals and mitigate financial risks.

Advanced Preparation

None

Presenters