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Skystem
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Free cpe webinars
Unwreck Your Recs: How Not to Wreck Your Reconciliations

UNWRECK YOUR RECS: HOW NOT TO WRECK YOUR RECONCILIATIONS

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 18, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Course Description

Dive into a dynamic webinar focused on optimizing the month-end close process and overcoming common challenges in balance sheet reconciliations. Discover essential "do's and don'ts" to enhance efficiency and accuracy in your reconciliation procedures each month.

Learning Objectives:


  • Identify eight common pitfalls in manual reconciliation processes during month-end close

  • Recognize key strategies for streamlining the balance sheet reconciliation process effectively

  • Determine best practices to enhance the accuracy and timeliness of financial reporting

  • List actionable steps to optimize reconciliation procedures for smoother month-end close experiences

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Nancy Wu

SkyStem
Head of Sales and Customer Success
[email protected]
(805) 300-0177

Skystem

Nancy Wu has spent most of her career working in consulting and auditing various accounting departments’ financial close processes for public and private organizations ($200 Million to $4 Billion). Her published work around leveraging user behavior to design internal controls is archived in the Cornell University Library. Ms. Wu is also the author of a whitepaper that discusses management standards around the balance sheet reconciliation process. She is the subject matter expert on an award-winning webinar program that draws hundreds of sign-ups each month on topics ranging from internal controls over financial reporting, to month-end close infrastructure, to Finance tone at the top. Ms. Wu currently leads sales and customer success for SkyStem, a technology company that offers month-end close and reconciliation automation for mid-market companies in banking, healthcare, retail, and various other industries.

About Our Presenter

Skystem

Headquartered in the heart of New York City, SkyStem delivers a powerful month-end close solution for organizations seeking to streamline their financial processes. The company’s flagship solution, ART, is an enterprise technology that helps CFOs and Controllers shorten the month-end close and the time to issue financials by automating balance sheet reconciliations, managing month-end tasks, performing flux / P&L variance analysis, and providing insightful reporting. The web-based solution streamlines and eliminates up to 90% of manual activities while strengthening internal controls and corporate governance.