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Tips and Tools to Ensure an Efficient Budget and Year-end
June 18 @ 1:00 pm – 2:00 pm EDT
Free
1 CPE credit
Course Description
Taking a proactive approach to mid-year financial cleanup puts organizations in a stronger position for budget season and enables a successful year-end close. By preparing now, organizations can optimize their resources, reduce risk, and drive success in the second half of the year.
Join David Duncan, Director of FP&A and Jake Jones, Controller of FinQuery as they share practical steps and the actual fintech they use to optimize the budgeting process and prepare effectively for year-end financial tasks. Equip yourself with the knowledge and tools needed to ensure a successful budgeting process and year-end close.
Learning Objectives
- Learn the steps taken by a controller and director of finance to perform an effective mid-year financial clean-up.
- Equip yourself with the tools and resources necessary to complete a mid-year review that streamlines budgeting processes and year-end financial tasks.
- Gain insights on mid-year resource optimization, risk reduction, and best practices to promote a successful budgeting process and year-end close.
