Streamlining the Financial Close Process: How Close Management Software Transforms Efficiency
Overview
Join us for an educational webinar where we dive into the impact of close management software on the financial close process. As the speed of business accelerates, finance professionals face mounting pressure to deliver accurate financial statements faster than ever before. The answer to this challenge lies in the strategic deployment of close management software.
In this session, we’ll explore how close management software is transforming the efficiency of finance teams.
You’ll learn about the following key benefits:
- Discover how automation reduces manual interventions, freeing up valuable time for your team to focus on more strategic initiatives.
- Learn how close management software minimizes the risk of errors and ensures a more controlled environment for financial reporting.
Unable to attend the webinar? Please feel free to register to receive a recording of the session and the presentation slides.
Speakers
Stacy Brown
Stacy Brown is the vice president of FP&A solutions with Marcum Technology and has over 15 years of consulting experience. She specializes in implementing corporate performance solutions for organizations across multiple industries including nonprofits, healthcare, SaaS, retail, and close management.
Stacy is an accomplished finance and accounting system professional with proven experience implementing various technologies within an organization’s finance and accounting departments.
Stacy Brown
Stacy Brown is the vice president of FP&A solutions with Marcum Technology and has over 15 years of consulting experience. She specializes in implementing corporate performance solutions for organizations across multiple industries including nonprofits, healthcare, SaaS, retail, and close management.
Stacy is an accomplished finance and accounting system professional with proven experience implementing various technologies within an organization’s finance and accounting departments. She has managed large and small engagements, overseeing the configuration and implementation of ERP solutions, including Dynamics GP, for the first eight years of her career and for the past 10 years configuring and implementing CPM Solutions, including Planful, Vena, and Martus.
Stacy was previously with a global accounting firm, where she led their Planful practice, supporting clients as they began their journey with corporate performance management technology. She received her bachelor’s in business administration, with a concentration in accounting from James Madison University.
James Kim
James Kim is a manager for Marcum Technology’s close management practice within the digital transformation service area. James is certified in the implementation of close management solutions. His primary focus is to help clients standardize, streamline, and improve close processes. James selects and implements new technology in addition to training and supporting industry professionals.
James is responsible for assisting clients in creating and executing a strategic financial transformation roadmap. He has extensive experience with both small and large clients (over $20B in revenue). Marcum Technology’s close management practice is not just an implementer of new solutions, but a partner in system implementations with an accountant’s point of view in mind.
CPE Credits
| Program Description | Streamlining the Financial Close Process: How Close Management Software Transforms Efficiency |
| Important Notice Regarding CPE: | |
| Learning Objectives | At the end of this course, the attendee will be able to demonstrate how close management software can help finance functions scale efficiently by standardizing processes and handling increased transaction volumes without additional resource. |
| Instruction Delivery Method | Group Internet-Based (virtual classroom) |
| Recommended CPE Credit | 1 Credit To receive CPE credit, attendees must respond to three out of the four polling questions asked during the program and be active in the webinar platform for a minimum of 50 minutes. |
| Recommended Field of Study | Computer Software & Applications |
| Prerequisites | None |
| Program Level | Basic |
| Advance Preparation | None |
| Cancellation Policy | You may cancel your registration at any time prior to the event. |
| Complaint Resolution Policy | For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected] . |
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Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. |
