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WHITEPAPER: To Excel or Not to Excel in Your Month End Close
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Vena financialclose

FINANCIAL CLOSE, CONSOLIDATION & REPORTING: DECIDING BETWEEN EXCEL & AUTOMATION

Cost Free
Presentation Length 1.5 hours

Recorded DateAugust 19, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Excel
Course Description

Are you or your clients using Excel for financial close, consolidation or reporting? Are the limitations of using Excel becoming apparent as the company grows? Are you considering replacing Excel with a more advanced financial close management solution? Join this webinar and see a comparison of the advantages and disadvantages of using Excel versus a more advanced automation solution so you can make an informed decision on whether to switch. You’ll also see a demonstration of a hybrid software that lets companies keep using Excel but now within a controlled environment. CPAs and their clients would be interested in attending this webinar as it lays the groundwork for scalable growth for companies across all industries.

Learning Objectives

  • Compare Excel versus more advanced financial close management solutions

  • Examine the advantages and disadvantages of each in several areas including intercompany eliminations, adjusting journal entries, non-controlling (minority) interests, and foreign currency translations

  • Learn how companies can keep using Excel while addressing the problems associated with Excel within the close, consolidate and report process

  • See a demonstration of software that embraces Excel to automate financial close, consolidation and reporting

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Testimonials
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Michael, OH

"Grateful to both Gary Kantz and Eric Nguyen for such an insightful presentation and terrific demo."
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Naren, NJ

"Well Presented Webinar. Very Helpful to CPAs in Public and Private Indsutry."
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Andrew, FL

"Gary gave great tips on way to organize and optimize the financial close"
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Tom, VA

"Great webinar, this could be a very useful tool."
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William, MA

"Learned quite a bit. Program was very useful."
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Dean, FL

"Very informative and insightful."
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Ragai, NJ

"Excellent presentation."
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Tasneem, OH

"The course was very informative and would recommend if a FCM tool is not in place for companies that perform manual reconcilement for FCM."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Gary Kantz

VENA Solutions
Director, Financial Close And Consolidations
gkantz@venasolutions.com
(847) 962-3073

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Gary has over 30 years of experience in accounting, auditing, and information technology and is a recognized expert on consolidations and reporting and financial performance management solutions. Gary has consulted on and implemented various enterprise solutions for organizations around the world and is a prolific writer and speaker on the topics of enterprise performance management and disclosure management. Gary holds a Bachelors of Science in Accountancy from Northern Illinois University and is a Certified Public Accountant.

About Our Presenter

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At Vena, we believe there's a better way to manage your company's data and processes. We give you the control and security you need but let you and your team stay in native Excel.