CPAacademy.org | BALANCE SHEET RECONCILIATIONS: ENHANCING FINANCIAL

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Balance Sheet Reconciliations: Enhancing Financial Accuracy

Accounting

BALANCE SHEET RECONCILIATIONS: ENHANCING FINANCIAL ACCURACY

Available Date(s)

Thursday, January 23, 2025: 2:00PM EST

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Accounting

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm

Series: Women in Accounting

Course Description

The webinar is designed to provide best practices on monthly reconciliation work, including preparation, timing, and common pitfalls to avoid. This session is essential for any financial professional looking to improve their understanding and skills in balance sheet reconciliations.

Learning Objectives:

Identify the best practices for preparing and reviewing balance sheet reconciliations

Recognize the impact of balanced sheet reconciliations on the accuracy of financial statements

Determine common pitfalls to avoid when conducting reconciliations

List the key steps in the reconciliation process to ensure accuracy and compliance

Nancy Wu

SkyStem
Head of Sales and Customer Success
[email protected]
(805) 300-0177

Nancy Wu has spent most of her career working in consulting and auditing various accounting departments’ financial close processes for public and private organizations ($200 Million to $4 Billion). Her published work around leveraging user behavior to design internal controls is archived in the Cornell University Library. Ms. Wu is also the author of a whitepaper that discusses management standards around the balance sheet reconciliation process. She is the subject matter expert on an award-winning webinar program that draws hundreds of sign-ups each month on topics ranging from internal controls over financial reporting, to month-end close infrastructure, to Finance tone at the top. Ms. Wu currently leads sales and customer success for SkyStem, a technology company that offers month-end close and reconciliation automation for mid-market companies in banking, healthcare, retail, and various other industries.

Additional Materials

Rose Brand Case Study

UNIFY Case Study

ART Brochure

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

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About Our Presenter

Headquartered in the heart of New York City, SkyStem delivers a powerful month-end close solution for organizations seeking to streamline their financial processes. The company’s flagship solution, ART, is an enterprise technology that helps CFOs and Controllers shorten the month-end close and the time to issue financials by automating balance sheet reconciliations, managing month-end tasks, performing flux / P&L variance analysis, and providing insightful reporting. The web-based solution streamlines and eliminates up to 90% of manual activities while strengthening internal controls and corporate governance.