Webinar

Series:

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.

1:00pm ET / 10:00am PT, Wednesday, December 9, 2020

About this webinar.

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. 

What you'll get.

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.

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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 for the company. 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 derivatives products globally for First Chicago (now Chase). She served as CSO and CFO for a marketing agency where she was a partner, giving her hands-on experience in day-to-day operations, including the filing of 1099s for the hundreds of independent contractors that agencies often rely on to execute large productions.

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