Timely, accurate, and consistent data is always of critical importance and operational and strategic decisions are based upon it and precise planning depends upon it. Statutory, regulatory, and compliance requirements add yet another layer of complexity. Global organizations are required to support reporting with multiple accounting standards, and new legislation requires new systems and processes. The information age has created a class of investors and shareholders who expect fast and easy access to the data created by current business activities.
This session will present both strategic and tactical suggestions that can help dramatically improve your fiscal closing process. The instructor will provide best practice solutions to prevent getting overloaded by an overabundance of internal controls and suggested metrics. Regardless of company size or complexity, all successful financial close processes require continuous communication, comprehensive documentation and a flexible, responsive organization.
-
Defining the Fiscal Closing Process Flow.
-
Identifying KPIs for the Closing Process.
-
Determining the Bottlenecks within Your Fiscal Close Process.
-
10 Best Practices to Improve Your Fiscal Closing Process.
-
Developing a Fiscal Close Scorecard.
-
Defining a Benchmarking Approach.
Yuichi Iwata (Client Accounting & Internal Audit Services)
"I enjoy attending Christine's presentations, "10 Best Practices To Improve Your Fiscal Closing Process because she provides realistic and actionable recommendations.She also provided a sample close checklist, along with a list of close metrics,and a roles and responsibilities matrix to help attendees implement close process best practices."
Larry Demmerle (Taylor's Do it Centers)
"Chris is a tremendously effective presenter; she has a confident, captivating and inviting delivery style. Her presentation and presentation materials were well prepared, and extremely easy to follow. I hope to have the opportunity to attend another session with Chris. Thanks CPA Academy!"
Kurt Schueler (American ShiZuki Corporation)
"This was the best webinar I've attended in a long time. Chris Doxey was knowledgeable, concise, and interesting, and obviously researched her presentation well. There were excellent suggestions and tools for process improvements and further enhancing best practices."
Laurie Hopkins (Hopkins Consulting)
"Christine's presentation on 10 Best Practices to Improve your closing process was well worth my time. I left the session with steps I can take right now to improve our process."
Bonnie Frawley (Bonnie Frawley)
"Very practical advice & solutions for real business problems, not about obscure or occasional issues. Good class for all levels of accountants."
Darren Woods (National Truck Protection/Premium 2000)
"This was a great webinar - I learned a number of things that I will bring to my organization in an effort to improve our closing process."
James Morris (James Morris, CPA)
"Ms. Doxey is one of the best presenters on this platform. She combines rigorous accounting analysis with a very practical approach."
Christina Serva (Progressive Insurance)
"I appreciate that they were trying to sell a product, but also providing useful information without being pushy. Good balance!"
Christine Doxey, CAPP, CCSA, CICA, CPC
Doxey Inc.
President
chris@chrisdoxey.com
(571) 267-9107
Chris held senior finance and controller positions at Digital Equipment Corporation, Compaq, and Hewlett Packard, which allowed her to develop and implement internal control and leading practices for all aspects of financial operations. She was recruited to lead WorldCom (MCI) to implement internal rules, policies, and corporate governance processes. She fine-tuned her consulting experience in the Procure to Pay (P2P) area at APEX Analytix and BSI Healthcare.
As President of Doxey Inc., Chris uses her experience to provide best practice solutions to her clients for the P2P process and financial operations.
She holds a bachelor's degree in English, a bachelor's in accounting, a master's in business administration, and has a graduate certificate in project management. She is a Certified Accounts Payable Professional (CAPP) and holds a Certification in Controls Self-Assessment (CCSA). Chris is also a Certified Internal Controls Auditor (CICA) and a Certified Professional Controller (CPC).
About Our Sponsor
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.