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Automating card reconciliations for 2021 and beyond

  • CPA (CA)
  • CMA
  • CPA (US)
Automating card reconciliations for 2021 and beyond

1 Credit

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

The world has moved on to advanced tech for mundane problems. Although, pandemic or not, for many finance teams, the reconciliation process remains the same:

  • Manual and time-consuming
  • Unproductive and inefficient
  • Frustrating

This manual process might have worked when the number of expenses, cards and receipts were minimal. However, when organizations scale, finance teams are probably scaling up manpower for the wrong reasons:

  • To manually remind employees to submit receipts against transactions
  • To manually look at every line item and check for compliance or fraud
  • To manually check for discrepancies and correct them
  • To manually reconcile card expenses

…and the list goes on.

What if there is a better way to reconcile everything? This webinar focuses on the following to provide a better way to reconcile everything you pay for:

  • Credit card reconciliation process
  • The real-life use-case of reconciliation
  • Challenges faced by Finance teams
  • Risk of inefficient reconciliations
  • The humane, automated solution for reconciliations

Learning Objectives

  • To recognize the current state of reconciliations
  • To dissect the risk associated for organizations
  • To identify the productive solution to reconciliations
  • To apply the new-age solution for 2020 and beyond

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Financial Planner
  • Certified Fraud Examiner
  • Certified Information Technology Professionals
  • Certified Payroll Manager
  • Certified Public Accountant
  • Certified Senior Advisor
  • Chartered Global Management Accountant
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Payroll Compliance Practitioner
  • Personal Financial Specialist
  • Qualified Associate Financial Planner
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Professionals
  • Young CPA

Testimonial

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(
    [average] => 4.3425
    [no_of_record] => 146
)
 

4.3

(146)
51%
36%
10%
3%
1%

MB

Great

MC

n/a

ST

n/a

MM

Great!

VA

N/A

WL

Good information on auto reconciling card transactions.