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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

Benjamin Belk

David Duncan

Director, Finance at FinQuery

david.duncan@finquery.com

Benjamin Belk

Jake Jones

Controller at FinQuery

jake.jones@finquery.com

CPE Webinar

Date & Time

June 18, 2024 – 1:00 PM ET

Course Information

COST FREE
CREDITS 1.00 hours
SUBJECT AREA Finance
COURSE LEVEL Basic
DELIVERY METHOD Online

Register for this webinar below.


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.