Live Demo: How to Achieve Reconciliation Zen

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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation.

Through ART, we'll take a look at:

What month-end close automation entails
Which process steps can and should be automated
Benefits of achieving process automation, and
Why it is so much better than a manual process

Learning objectives: This course objective is to understand how the month-end close can be improved with automation and adoption of leading practices.

Recommended CPE: 1 CPE.

Nancy Wu, Head of Sales and Customer Success at SkyStem

Nancy Wu

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.

Accountant Advocate