Major Release: Auto Payment Reconciliation
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CPE Webinar

The Risk of 'Good Enough': How Manual Debt Management Invites Audit Red Flags

Calendar IconTuesday
July 14, 2026		 Clock Icon1 P.M. EST
Level
Basic		 Subject
Finance		 Cost
Free		 CPE Credits
1.00 hour

Learning Objectives

  • Identify the hidden risks of Excel-based debt management: Understand how manual amortization tables, key-person dependency, and fragile spreadsheets create vulnerabilities, errors, and compliance blind spots compared to autonomous software.
  • Automate continuous covenant compliance: Discover how replacing sporadic manual tracking with 24/7 continuous testing and custom alerts can help you confidently monitor critical metrics like leverage ratios and avoid career-defining covenant breaches.
  • Streamline operational maintenance for complex debt: Explore how a dedicated platform automatically handles the heavy lifting of variable interest rate changes, journal entries, and the GAAP Effective Interest Method without the need for extensive tie-back files.

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Meet the Speaker

Jaron Moss

Course Description

Managing complex debt instruments using manual Excel schedules introduces significant risks, including spreadsheet errors, limited visibility, and difficulty adapting to variable interest rates. This webinar explores the critical shift from fragile spreadsheet tracking to active debt management software. We will discuss how automated software eliminates the heavy math of debt management, ensures continuous covenant compliance, and drastically reduces the risk and expense of a failed audit. Because debt accounting is inherently complex and heavily scrutinized, this session will demonstrate how moving away from periodic, manual spreadsheet checks to a continuous, automated system can provide peace of mind and make audits faster and cheaper
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What Covered

CPE Details

Details

Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Online
Recommended CPE Credit: 1.00 Hour
Field of Study: Finance

Who Should Attend

Finance and Accounting leaders: CFO’s, treasurers, Controllers, finance managers, and any other stakeholders responsible for the risks and reporting of the business debt structure, navigating the daily complexities of debt accounting and audit preparation.

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.