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Controller Series: Best Practices: The Soft Close
Management Accounting
Webcast

Controller Series: Best Practices: The Soft Close

In this session, you will learn how to shift your processes for the close in a way that minimizes errors and extra work while increasing the satisfaction of your stakeholders.

$65 - $76
Do you have an AICPA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Business Management and Organization

Level

Intermediate

CPE Credits

1

Author(s)

Jim Lindell

Availability

Product Number

WC3776652

 View  
 Business & partner 
Product Details

We have transitioned from a hard and slow close to a soft and fast close.

However, accountants may still struggle with the balance between information accuracy and availability.

To be successful, accountants must provide quicker information availability to impact organization results. Simply reporting on results is no longer acceptable. In this course, you will learn how to shift your processes for the close in a way that minimizes errors and extra work while increasing the satisfaction of your stakeholders.

Key Topics

  • The Close Process - Big Picture
  • Process Improvement
  • Transition to a Soft Close
  • Best Practices
  • Handling Resistance to Change

Learning Outcomes

  • Identify top roadblocks to adopting a fast close
  • Identify software that makes the close process efficient and more streamlined
  • Identify the real purpose for financial reporting
  • Select the procedures that can be automated to mitigate human error
  • Determine the tradeoff between internal controls and fast close processes
  • Identify the necessary steps to transform the close process

Who Will Benefit

  • Aspiring leaders and leaders of teams and organizations
Credit Info
CPE Credits
1
NASBA Field of Study
Business Management and Organization
Level
Intermediate
Prerequisites
Prior management experience.
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1 hr
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
$76.00
AICPA Members
$65.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Speakers
Jim Lindell
MBA, CPA, CGMA
"Jim Lindell is President of Thorsten Consulting Group, Inc., a Wisconsin based provider of Strategic & Financial Consulting, Professional Speaking, Training, and Executive Coaching. Jim has an extensive background in senior management including: Chief Financial Officer of Coolidge Glass Company, Inc., Waukesha, Wisconsin, Chief Financial Officer for Lutheran Social Services of Wisconsin and Upper Michigan, Inc., and Corporate Asst. Controller for Wispak Foods, Butler, Wisconsin. He has been involved in more than 50 M&A projects. In addition, Jim is a TEC Chairman for 2 groups in Wisconsin (TEC is an international organization of CEOs). Jim is a Certified Public Accountant with public accounting experience for both local and regional accounting firms. He has a BSc in Accounting from the University of Wisconsin - Platteville and an MBA in Finance from the University of Wisconsin - Whitewater. He is a TEC Chairman (The Executive Committee) and member of the American Institute of CPAs and the Wisconsin Institute of CPAs. Jim is a Faculty Member of the American Institute of CPAs (AICPA). Jim has authored: ""25 Critical Lessons from the Trenches"", ""Strategic Planning Made Simple"", ""Business is Like Fishing""; ""Survival Kit for Small Business Executives""; ""Annual Controller's Update"", ""Bottom Line Financial Management"" and was a contributing author on ""The Fast Close — Revolutionizing Accounting"". In addition, Jim has received the ""Outstanding Discussion Leader"" from the AICPA in 2005, 2007, 2012 & 2013."
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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Cancellation Policy
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Controller Series: Best Practices: The Soft Close
Select from the following options:
Oct 21, 2022
3pm4pm GMT
Nov 02, 2022
6pm7pm GMT
Dec 12, 2022
7pm8pm GMT
Nonmember Price
$76.00
Price excluding sales tax
$76.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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