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CPE WEBINAR

Accelerating Close: Streamline Your Reconciliation Process, Reinvent Your Close

Tuesday, August 16th | 1:00 PM Central Time | CPE Webinar

A more efficient, accurate, faster close is within reach

Join us for a discussion on using advanced automations to solve everyday challenges, particularly the month-end close. Using a real-world use case as a touch point, we’ll illustrate how automation can free time for your people by streamlining trial balance reconciliations and, in turn, improving the employee experience as well as your month-end close.

Join us Tuesday August 16, at 11AM PT / 1PM CT / 2PM ET.

 

Embark CPE Webinar

Learning objectives:

  • The current state of month-end close / pain points

  • The ideal future state of month-end close

  • How technology can advance your month-end close

  • Multi-billion dollar financial service organization’s automation strategy

  • Specific workflow & demo for trial balance reconciliations

Register Today

Embark CPE Webinar

Learning objectives:

  • The current state of month-end close / pain points

  • The ideal future state of month-end close

  • How technology can advance your month-end close

  • Multi-billion dollar financial service organization’s automation strategy

  • Specific workflow & demo for trial balance reconciliations

CPE DETAILS

Earn 1 CPE credit

Field of Study: Computer software & applications
Prerequisites: None
Advanced Preparation: None
Program level: Basic
Delivery Method: Group internet-based

 

 

Speakers

Billy Leigh -  SVP of Growth and Technology

 

  • Billy helps organizations leverage their people as critical thinkers, so they can quickly use advanced analytics to drive decisions.

  • After serving in the US Marine Corps for four years, Billy earned his BBA and master’s in accounting from TCU, followed by nearly a decade in public accounting and management consulting. He joined Embark in 2021.

 billy leigh headshot

 

 

Christina Clark - Senior Associate


  • Christina is a Senior Consultant at Embark. During her time at Embark, she has enjoyed helping clients in primarily the financial services industry with system implementations as well as process improvement and automation.

  • Christina obtained her BSA and MAcc from Missouri State University. She started her career at PwC in the Financial Services Assurance practice. She joined Embark in 2022.
 Christina Clark (1)

 

For questions, comments, or concerns about this course program, please contact . Due to this program being offered free of charge, there will be no refunds issued. Embark 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.