Month-End Close Automation: The Good, The Bad, The Ugly

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More and more so, companies are adopting month-end close solutions to help battle the changing landscape of business. Macro trends such as shortage of accountants, the increased push for digitization and AI, and increase of remote work are encouraging accounting teams to explore more ways to automate recurring work. In this webinar, we will discuss the decision-making process on whether or not to automate month-end close, how best to evaluate vendors and solutions, and how to ensure a successful implementation and optimize adoption.

Learning Objectives: This course objective is to understand the decision elements surrounding whether to automate the month-end close and how best to approach evaluation and ensure a successful project. Field of Study: Accounting.

Recommended CPE: 1 CPE.

Program Cost: $0.

Due to this program being offered free of charge, there will be no refunds issued.

Program Knowledge Level: Overview.

Prerequisite: None.

Advanced Preparation: None Required.

Delivery Method: Group Internet-Based.

Feedback and Comments: contact marketing@skystem.com or call 646-833-3177.

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

Month-End Close Automation: The Good, The Bad, The Ugly

with SkyStem

Month-End Close Automation: The Good, The Bad, The Ugly

with SkyStem

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