Mastering Financial Month-End Close: Tips for Timely and Accurate Reporting 1 Credit
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Discover the keys to "Mastering Financial Month End Close" with our exclusive CPE webinar featuring Robbie Terry-Washington, a CPA and MBA. This enlightening webinar will equip you with invaluable insights into the month-end close process, ensuring timely and accurate financial reporting for your business.
In this CPE Accounting course, you will delve into the crucial aspects of financial month-end close, starting with understanding its significance in maintaining accurate accounting records. Whether you're managing a for-profit or non-profit organization, this webinar will provide you with the tools to develop a robust month-end close process in line with Generally Accepted Accounting Principles (GAAP).
Learn the steps involved in the month-end close process, including data collection, verification, and reconciliation, as well as the creation and final review of financial statements. Explore the differences in this process for businesses of varying sizes and types, and gain insights into the unique considerations for non-profit organizations.
With real-world examples and case studies, you'll grasp the intricacies of trust structures, distribution rules, and their impact on Individual Retirement Accounts (IRAs). Our expert speaker will guide you through the advantages and disadvantages of utilizing trusts for IRAs, enabling you to make informed financial planning decisions.
Key Topics covered in this course:
Join us for this insightful online webinar and elevate your financial reporting skills to the next level. Don't miss this opportunity to enhance your knowledge and stay ahead in the world of accounting and finance!
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Financial Accounting for Certified Internal Auditors (CIA) | 1 CPE | Eligible |
| Accounting & Auditing for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Accounting for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Accounting for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Accounting for Internal Audit Practitioner (IAP) | 1 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| Accounting for Qualification in Internal Audit Leadership (QIAL) | 1 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 1 CPD | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Accounting for CIPM | 1 PL | Eligible |
| Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Financial Accounting for Certified Internal Auditors (CIA) | 1 CPE | Eligible |
| Accounting & Auditing for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Accounting for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Accounting for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Accounting for Internal Audit Practitioner (IAP) | 1 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| Accounting for Qualification in Internal Audit Leadership (QIAL) | 1 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 1 CPD | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Accounting for CIPM | 1 PL | Eligible |
| Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Financial Accounting for Certified Internal Auditors (CIA) | 1 CPE | Eligible |
| Accounting & Auditing for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Accounting for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Accounting for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Accounting for Internal Audit Practitioner (IAP) | 1 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| Accounting for Qualification in Internal Audit Leadership (QIAL) | 1 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 1 CPD | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Accounting for CIPM | 1 PL | Eligible |
| Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Financial Accounting for Certified Internal Auditors (CIA) | 1 CPE | Eligible |
| Accounting for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Accounting for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Accounting for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Accounting for Internal Audit Practitioner (IAP) | 1 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| Accounting for Qualification in Internal Audit Leadership (QIAL) | 1 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 1 CPD | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Accounting for CIPM | 1 PL | Eligible |
| Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Ms. Terry-Washington currently has a consulting business, RTW Xxact Enterprises, LLC (WBENC/8A) specializing in the Accounting, Finance and Tax areas. Ms. Terry-Washington has worked in Controllership positions for over 20 years with a combined 30+ years of professional experience. Additionally, she is a Strategic Partner with Intuit software firm, Partner/CFO with CLC Stokes Consulting Group, LLC (Ohio based) and Consultant for the President’s Council AYB (At Your Business), Urban League of Cleveland as well as preferred vendor with other community-based organizations.
Ms. Terry-Washington began her career at the IRS as a Field Agent and went on to Big 4 Public Accounting working for Ernst and Young in audit and spent a number of years in banking in a variety of positions. She has worked in the financial services industry the bulk of her career but also has worked in telecommunications, real estate & construction, private equity, manufacturing and a variety of other industries.
She worked as Treasurer/Controller for Nsoro Mastec, LLC and was part of the executive team who took the company from private to public. She was Controller of North America Operations for Premiere Global Services upon her arrival to the Atlanta area from Cleveland, Ohio. Her branding or specialty is in restructuring operations, reengineering processes, technical accounting research and application, including revenue recognition, project management and talent development.
Ms. Terry-Washington has implemented and completed SOX compliance (Section 404) testingfor almost every position held. She also has significant experience with system implementations and overhauling of shared services (Accounts Payable, Receivable, Payroll, Purchasing, Fixed Assets, Inventory and Procurement). Ms. Terry-Washington has a significant amount of experience with developing and monitoring budgets and forecasts as well as development and implementation of cash management forecasting.
Ms. Terry-Washington received a Bachelor of Arts in Accounting from Notre Dame College, a Master of Business from Baldwin Wallace College and is a Certified Public Accountant as well as a Certified QuickBooks ProAdvisor. Ms. Terry-Washington served as a Leadership Coach for the Executive MBA program at Kennesaw University, Cole’s school of Business. In 2004 she was inducted into the Forty-Forty Club and featured in Kaleidoscope magazine for her impact in business and community affairs. She served several years as Treasurer for Council in the Ward in which she resided in Ohio. She also was an Adjunct Professor at Notre Dame College teaching Federal Income Tax. Ms. Terry-Washington also served on the Board of the National Black MBA Association and is a member of the AICPA, NABA, NATP, GA and OH State Society of CPAs, US Small Business Chamber of Commerce, Cleveland and Atlanta Black Chamber and past Treasurer for the Ohio Black Chamber President’s Council Political Action Committee. Ms. Terry-Washington gives back to the communities through her Nonprofit, RTW Academy, Inc. and through community-based collaborations hosting webinars and teaching financial literacy.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
BH
Good information; It was a little more entry level than I was hoping for, but good reminders. Would be a great course for a Staff/Senior accountant who is hoping to grow out of data entry and into more month end close tasks.
EH
Great simple overview of the month end process for different size & entity types. Good explanation and detail of basic processes and requirements of month end and what it entails.
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