1 CPE Credit

Preparing for year-end: How to streamline processes.

December, 2020 | 55mins
Preparing to close the books on 2020 (as nice as that actually sounds this year!) is more than a series of checklists. It’s a great opportunity to consider the financial operations that support your close and to make improvements to them coming into 2021.

About this webinar.

Preparing for year-end: How to streamline processes.

Preparing to close the books on 2020 (as nice as that actually sounds this year!) is more than a series of checklists. It’s a great opportunity to consider the financial operations that support your close and to make improvements to them coming into 2021. In this session, Heather Delaney from Breakwater will present best practices for a successful year-end close and tools to help automate the process. Darcie Lamond from Airbase will focus on how to specifically streamline two of the more inefficient financial operations; those relating to corporate card transactions and AP management. The session will include perspectives on how the concept of “a close” is shifting from a discrete action to a continuous one where the GL is kept current throughout the year. 

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Learning objectives.

What should you do today to prepare for a year-end close.
What parts of your operation can be streamlined with automation tools.
How spend management cuts your time-to-close in half.
What is meant by a continuous close and how to achieve it.

Speakers.

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1 CPE Credit

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About the speakers.

About the speaker.

Heather Delaney

Manager, For Profit
at
Breakwater

Heather Delaney is a manager in the For-Profit segment at Breakwater Accounting & Advisory providing accounting guidance and business advisory services. Prior to Breakwater, Heather worked as a manager at a Delaware based CPA firm serving both for-profit and non-profit clients.

Darcie Lamond

Director of Brand
at
Airbase

Darcie Lamond is Director of Brand at Airbase, responsible for content creation and messaging, and has 25 years of experience in finance and marketing. She began her career in the Treasury Department at Bank of America, focused on capital markets transactions. Her time in banking included a Senior VP role heading the marketing and trading of currency and interest rate derivative products globally for First Chicago (now Chase). She served as Partner, CSO, and CFO for a marketing agency, giving her hands-on experience in day-to-day operations and managing the company’s finance and accounting.

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