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Best Practices for a Quicker Financial Close: Quick Guide

Learn how top-performing companies close their books. The pressure on the finance function has never been higher to deliver financial results as soon as possible after the period. Managers, analysts, Boards, and investors are digesting market information in real time and are beginning to expect the same of financial results.

  • 2000
  • 10000
  • Course Includes
  • 1 Hour Video Class
  • Ebook
  • Free Certificate of Completion
  • 1-Year Access

Enrol and get access to the full course.

What you will learn

  • Challenges with Achieving the Fast Close
  • Ideas for Speeding Up Your Close Process
  • Using Change Management Principles

Requirements

  • Basic knowledge of finance is required to take this online course

Description

Learn how top-performing companies close their books. The pressure on the finance function has never been higher to deliver financial results as soon as possible after the period. Managers, analysts, Boards, and investors are digesting market information in real time and are beginning to expect the same of financial results.

To meet these high expectations, the CFO and controller need to find ways to speed up their financial close processes to report the financial results before they become perceived as old news in the new world. In this course, Blair Cook, a many-time CFO, will explore ideas for shortening the financial close process.

Leading companies have found ways to close their books in as little as one day and see the benefit of almost real-time analysis (in addition to the actual period financial data) that can be performed with a shorter close.

Course Content

Click on the tabs to view all the contents
Introduction
preview 6min
Challenges with Achieving the Fast Close
5min
Ideas for Speeding Up Your Close Process
18min
Using Change Management Principles to Speed up the Close Process
19min
Conclusion
4min
Downloadable Ebook
2mb
How to Download your Certificate of Completion
preview 3min

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About the Instructor

About the Instructor

Blair is a many-time corporate director, CFO, educator, innovator, thought leader, presenter, and curiosity generalist. As an academic-practitioner, he’s a perpetual learner who observes and experiments with various financial and management theories in real world context. He shares stories of his successes, failures, and lessons learned to all those who share a passion for further developing their own financial leadership qualities. His focus is on defining and developing a career path for financial professionals aspiring to the Office of the CFO and the Board of Directors. Blair has worked extensively with CPA Canada in recent years to design, develop, and launch the professional certification program.

Jen is a dynamic, versatile financial professional with over 20 years of leadership experience. Jen brings to the classroom a broad skill set and experience in all key facets of an organization including operations management, strategic planning, business development, finance, accounting, investor relations, human resources, and project management. Jen has a passion for making finance more attainable, whether its working to articulate strategy in a financial context or bringing clarity to financial communication. Jen’s career epitomizes the diverse experiences and roles that CPAs play in industry – from financial to operational leadership.