Happily Ever After - Core Guiding Principles to Achieving a Fairy Tale Month-End Close

  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CPA/CFF
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CGMA
  • IAP
  • QIAL
  • CFIRS
  • CWS
Happily Ever After - Core Guiding Principles to Achieving a Fairy Tale Month-End Close
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

The month-end closing process is a key part of the accounting cycle. It serves as a cutoff point for the transactions. It also enables accountants to generate accurate and consistent financial statements. In this E-Book course, the author is taking us through the journey of achieving happily ever after for the month-end closing. In the process, she covers what the accountants should do for month-end closing, the ideal process for it, signs of weaknesses in the process, and tips that can get accountants to achieve the best possible results.

This Accounting CPE E-Book Course covers the following Key points:

  • Why accountants should focus on the month-end close?
  • What should be the month-end close process?
  • Which are the signs of a weak month-end close process?
  • How to achieve happily ever after month end close process?

Learning Objectives

  • To identify the key reasons for accountants to focus on the month-end close
  • To recognize the ideal month-end close process
  • To explore the signs of a weak month-end close process
  • To identify what accountants can do to achieve the happily ever after month end close process

Recommended For

  • This online CPE webinar on accounting is recommended for CPAs, CMA, CVA, CIA, IAP, QIAL, ABV, CICA, CGMA, CFA, CIPM, CFF, CFE, CBA, MCBA, and other professionals who desire to improve the accounting practice efficiency. 
  • This Accounting online CPE webinar is recommended for CPAs in Canada who desire to help their clients with the best timely services with efficiency. 
  • This online Accounting CPE webinar on month-end close is recommended for Accounting firms, Accounting professionals, Bookkeepers, and business owners who play an active role in the month-end close process.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 0.5 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 0.5 CPD Credit of Analysis of Financial Information for Accredited in Business Valuation (ABV)
  • 0.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 0.5 CPD Credit for Certified Financial Forensics (CFF)
  • 0.5 CPE Credit of Accounting for Certified Internal Auditors (CIA)
  • 0.5 CPE Credit of Accounting for Certified Management Accountants (CMA)
  • 0.5 CPE Credit of Accounting for Certified Valuation Analyst (CVA)
  • 0.5 PL Credit for Chartered Financial Analyst (CFA)
  • 0.5 CPE Credit for Chartered Global Management Accountants (CGMA)
  • 0.5 CPE Credit of Accounting for Internal Audit Practitioner (IAP)
  • 0.5 CPE Credit of Accounting for Qualification in Internal Audit Leadership (QIAL)
  • 0.5 CRE Credit for Certified Financial Examiner (CFE)
  • 0.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 0.5 CE Credit for Certified Wealth Strategist (CWS)
  • 0.5 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    0.5
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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: www.NASBARegistry.org.

Presenter

About Presenter

Nancy Wu

Advisor, Skystem

Nancy 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. Prior to joining SkyStem, she was a Senior Manager at Protiviti. As part of the Finance Accounting and Excellence practice at Protiviti, Nancy served on numerous global accounts, including AIG, BP and Accenture. Throughout her career, she focused primarily on process transformation initiatives in the Finance office. Nancy is an internationally published author.

About Company

Skystem

skystem.com

Headquartered in the heart of New York City, SkyStem delivers a powerful close and account reconciliation application 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 time to issue financials by automating balance sheet reconciliations, managing month-end tasks, and providing insightful reporting. The web-based solution streamlines and eliminates up to 90% of manual activities while strengthening internal controls and corporate governance. ART's key benefits include reconciliation automation, automatic reporting, real-time updates, fast implementation and your own internal server environment with access anywhere.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.2

99 Ratings

Excellent

46

Very Good

34

Average

16

Poor

3

Terrible

0

WD

William Du,, CPA (CA)

Mar 2nd, 2022

Fast, effective, good source of information and CPD credits.

BM

Brenda Mcgivern, CPA (US)

Jun 28th, 2022

Thanks!

MUA

Muhammad Usman Ahmad

Jun 26th, 2022

Good

JA

Jameela Almuharrami

May 26th, 2022

good

HP

Harmony Piazza, CPA (US)

May 19th, 2022

Very high level insight towards improving month end.

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