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Accounting and Tax

  • SkyStem: Overview of the SEC's Whistleblower Program
    SkyStem: Overview of the SEC's Whistleblower Program
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Dec 3 2019 57 mins
    [Live Recording] Join us for an overview of the SEC's Whistleblower Program. Learn about how the program is set up, the extent of damages awarded to date, and the resulting benefits the program has produced for our society at large.

    Please note: CPE credit not available for this playback
  • Business partnering: Delivering strategic value & empowering careers
    Business partnering: Delivering strategic value & empowering careers
    Ernie Humphrey Recorded: Nov 27 2019 48 mins
    The role of financial professionals is changing at an incredible speed thanks to new technology such as automation and artificial intelligence. Repetitive and low-value tasks are disappearing, meaning that new opportunities are opening for finance personnel to shape their own professional life.

    In this webinar, we will talk about how to best prepare for the future and flourish in the new role using business partnering and your unique knowledge of the business to drive through change and make a difference.
  • SkyStem: Seducing the Auditors with Internal Controls
    SkyStem: Seducing the Auditors with Internal Controls
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Nov 26 2019 57 mins
    With the auditors approaching (or maybe they just never left), the accounting team needs to put its best foot (and documentation) forward in order to avoid a long and drawn out affair with the auditors. Join us in this webinar, where we share the best ways to build and maintain your internal controls infrastructure to impress your auditors and make the year-end audit as quick and painless as can be.

    Please note: CPE credit not available for this playback.
  • Outgrowing QuickBooks | Introduction to Sage Intacct Cloud Accounting
    Outgrowing QuickBooks | Introduction to Sage Intacct Cloud Accounting
    Sage Intacct Recorded: Nov 26 2019 12 mins
    Watch this short video on the key ways in which companies become constrained by QuickBooks as they grow and how Sage Intacct's financial software provides the solutions for the next phase of your business.

    In this short video we address

    - Consolidating multiple entities in minutes instead of days
    - Automating background tasks to free up more of your time
    - Real-time reporting dashboards that give you more visibility
  • SkyStem: Back to Basics with Reconciliations
    SkyStem: Back to Basics with Reconciliations
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Nov 21 2019 59 mins
    [Live Recording] It's time to show some love for the workhorse of the financial close process -- balance sheet account reconciliations! Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid.

    Please note: CPE credit not available for this playback.
  • Combining the Power of RPA & AI
    Combining the Power of RPA & AI
    Ohad Barnoy, VP Customer Success, Kryon; Darren Cheng, Sr. Customer Services Expert, Kryon Recorded: Nov 21 2019 21 mins
    The advent of enterprise AI is creating an opportunity for automation deployments to become smarter and more durable. Kryon's VP Customer Success Ohad Barnoy leads a discussion on the customer areas where RPA and AI can make the biggest difference while covering how to:

    -Ensure end-to-end process optimization through an enterprise wide automation and AI strategy
    -Implement RPA fueled by AI to reduce human efforts in customer contact
  • Outgrowing QuickBooks | How Jobvite sped up their billing while growing 200%
    Outgrowing QuickBooks | How Jobvite sped up their billing while growing 200%
    Lisa Schulz - Corporate Controller, Jobvite | Bob Shawgo - Financial Product Expert Recorded: Nov 20 2019 62 mins
    Growing companies face unique and complex challenges that go well beyond what QuickBooks is capable of.

    Take Jobvite.

    In the midst of growth, QuickBooks no longer made sense with its limitations on multi-entity consolidations, real-time visibility and scaling. With a true cloud solution Jobvite was able to scale and even speed up their quote-to-bill cycle by 30% How?

    Join Lisa Schulz, Corporate Controller at Jobvite as she discusses how she was able to leverage a true cloud financial solution to:

    •Cut reporting time by 50% real-time financial and operational reporting
    •Increased finance team efficiency by 25%, while reducing reporting errors and audit risk
    •Scale back office easily despite 2x company growth
  • SkyStem: Perfecting the Close Checklist
    SkyStem: Perfecting the Close Checklist
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Nov 19 2019 55 mins
    [Live Recording] It's time to spruce up the close checklist! Join us in this webinar where we will revisit best practices as well as practical tips to help improve the financial close process. Whether you have a close checklist, a close calendar, or even if you are still forming a close process, these practices will surely help your period-end close.

    Please note: CPE credit not available for this playback
  • SkyStem: From Caterpillar to Butterfly
    SkyStem: From Caterpillar to Butterfly
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Nov 14 2019 58 mins
    [Live Recording] Metamorphosis describes the process of transformation from a child form to a mature form in two or more distinct stages. Within your organization, some of the key finance processes have worked the same way for decades, and could probably benefit from a transformation of sorts. Join us in this webinar where we explore common technologies that can be easy incorporated into your current processes to modernize the traditional workplace. We'll cover everything from time and expense reporting, to accounts payable, to budgeting as well as financial close automation.

    Please note: CPE credit not available for this playback
  • SkyStem: Spooky Tales from the SEC
    SkyStem: Spooky Tales from the SEC
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Nov 13 2019 56 mins
    [Live Recording] Join us in this webinar, where we arm ourselves with knowledge that can help our organization deter and detect organizational fraud. Learn the most common fraud practices, the best fraud detection and prevention activities, as well as recent SEC fraud cases.

    Please note: CPE credit not available for this playback
  • Digital Transformation: Foundations for Pivoting your Business in 2020
    Digital Transformation: Foundations for Pivoting your Business in 2020
    Mark Swanholm - Gotransverse, Stacy Hapgood - Accenture, Brendan Maxwell - Workday Recorded: Nov 13 2019 27 mins
    Pivoting focus from Quote-to-Cash initiatives to the Product-Price-Profit Loop for a profitable future.

    Looking back over the past twenty years in the enterprise software space, a key theme in mindshare among CIOs, CFOs and CROs alike has been the focus on Quote-to-Cash initiatives. Following the drive to update ERP systems, this Front Office revolution dominated the enterprise space over the past couple of decades with a relentless push to optimize the customer-facing experience. From QUOTE functionality geared to make it easier to get a sales order to payments technology simplifying the collection of CASH, the Quote-to-Cash mantra swept through companies in their drive to shorten the Time-to-Value curve.

    But in an era of profound disruption of business models across industries the drive to optimize existing processes is not enough to maintain value and drive top-line growth. Savvy businesses that want to disrupt or self-disrupt (changing their model on their terms before others do it for them) are looking for a new paradigm that provides the ability to continually pivot their model and evolve as they gain data and insights into their customer’s needs, unlocking value in new and unique ways. Gotransverse, Accenture and Workday together have all begun talking to our customers about the Product-Price-Profit Loop – a closed loop that allows you to quickly innovate and continually ride the wave of disruption into a profitable future.
  • 5 Reasons to Love Your JD Edwards Reporting as Much as You Love JDE
    5 Reasons to Love Your JD Edwards Reporting as Much as You Love JDE
    John Brooks Recorded: Nov 13 2019 32 mins
    Do you love JD Edwards for it's flexibility and ease-of-use? But, do you wish its reporting was just as flexible and easy?

    Don't miss this webinar to discover 5 ways that Hubble, insightsoftware's purpose-built JDE reporting solution, can give you the reporting you've always dreamed of:
    •Day one time-to-value with an extensive library of JDE-specific content
    •Drillable, real-time data instead of static snapshots in Excel
    •Freedom from JDE silos, with multiple data views
    •An end to manual data mapping
    •IT independence and governed reporting

    Register today to see how Hubble's JDE smarts can help you hit your strategic goals.
  • Characteristics of a High Performing Internal Audit Team
    Characteristics of a High Performing Internal Audit Team
    Ed Williams, Sr. Manager, Risk Advisory Services and Timothy Lietz, Director, Risk Advisory Services, Experis Finance Recorded: Nov 7 2019 61 mins
    Experis Finance is pleased to announce another installment of our “Hot Topics Series” for Chief Audit Executives and their teams. This series of webinars provide practical insights on topics of interest to internal audit professionals. This discussion covers the proven components of high performing internal audit teams. In today’s business environment, Internal Audit Departments have to assemble highly effective teams and activities that produce insightful work for their organization in an efficient and nimble manner. Acquiring top notch talent, keeping them engaged and motivated, then having this team complete value-added audits as quickly and effectively as possible, is the ultimate goal of internal audit executives today.

    The webinar will provide participants with the following learning objectives:

    •Hear discussion on leading practices from cutting edge audit functions
    •Learn strategies on how to recruit, engage, challenge and retain the best internal audit talent for your organization
    •Understand the impact of today’s job market environment as you plan to address your Human Capital challenges in the year ahead
    •Discuss approaches to enable your internal audit function to provide more insight and expertise to your organization in the future
    •Hear strategies to employ to reduce internal audit completion cycle times and increase the value of each audit deliverable
    •Highlight the leading factors to establishing a winning culture within your internal audit function

    Presenters
    Ed Williams, Sr. Manager, Risk Advisory Services, Experis
    Timothy Lietz, Director, Risk Advisory Services, Experis
  • [Panel] Navigating California’s Regulations: What's Wrong and How Do We Fix It?
    [Panel] Navigating California’s Regulations: What's Wrong and How Do We Fix It?
    Jackie McGowan, K Street Consulting; Jennifer Gumer, CGL LLP; Hilary Bricken, Harris Bricken; National Cannabis Bar Assoc. Recorded: Nov 6 2019 59 mins
    California’s entry into the cannabis market has been less than smooth. Understanding the regulations and upcoming deadlines is important to make sure you pass inspections and receive your license, especially as provisional licenses expire before you receive your annual license. Join live to have your questions answered by a panel of experts what you need to know to stay ahead.
  • The AP Department of the Future: Modernizing an Archaic, Back Office Function
    The AP Department of the Future: Modernizing an Archaic, Back Office Function
    Pat Stokowski; Helee Lev Recorded: Nov 5 2019 48 mins
    Join our experts Pat Stokowski of Paro and Helee Lev of Goby as they discuss strategies for modernizing your AP process.

    We'll discuss:
    -Introducing smart workflows, AI, and automation
    -Consolidating responsibilities and process
    -Case studies of succesful Back Office transformations
  • The Future of RPA
    The Future of RPA
    Shay Antebi, CTO, Kryon Recorded: Oct 30 2019 28 mins
    By 2021, Forrester estimates there will be over 4 million robots doing office, administrative, sales and related tasks. As the artificial intelligence (AI) revolution pushes the operational transformation of today’s enterprises to even greater heights, what do these innovations mean for robotic process automation (RPA)?

    Join us to learn more about:
    • How bots, employees and AI will change your business for the better
    • RPA and the KPIs of the future that you simply can’t afford to ignore
    • How RPA – when done right – will drive business growth and increase your revenue potential
  • SkyStem: Perfecting the Close Checklist
    SkyStem: Perfecting the Close Checklist
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Oct 22 2019 55 mins
    [Live Recording] It's time to spruce up the close checklist! Join us in this webinar where we will revisit best practices as well as practical tips to help improve the financial close process. Whether you have a close checklist, a close calendar, or even if you are still forming a close process, these practices will surely help your period-end close.

    Please note: CPE credit not available for this playback
  • Challenges with Oracle BI - 5 Ways to Resolve the Gaps
    Challenges with Oracle BI - 5 Ways to Resolve the Gaps
    Malcolm Hewlett Recorded: Oct 22 2019 61 mins
    Are you an Oracle BI user? Have you experienced challenges with the changes recently announced? Or, are you trying to get the most out of your Oracle BI products? Join us for this hour-long conversation with two Oracle experts to help resolve five big challenges with Oracle BI.

    Sign up for "Challenges with Oracle BI - 5 Ways to Resolve the Gaps" to learn:
    •How do all the Oracle products interface with one another
    •What some challenges with Oracle BI reporting are, including not real-time and heavy reliance on IT to build reports
    •How you can resolve Oracle BI gaps easily and inexpensively
  • SkyStem: Spooky Tales from the SEC
    SkyStem: Spooky Tales from the SEC
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Oct 17 2019 56 mins
    [Live Recording] Join us in this webinar, where we arm ourselves with knowledge that can help our organization deter and detect organizational fraud. Learn the most common fraud practices, the best fraud detection and prevention activities, as well as recent SEC fraud cases.

    Please note: CPE credit not available for this playback
  • Leveraging Excel in Financial Reporting to Deliver Data Truth
    Leveraging Excel in Financial Reporting to Deliver Data Truth
    Ernie Humphrey Recorded: Oct 17 2019 46 mins
    Is it possible to achieve data truth with Excel? 

    Join us for a webinar to discuss what it means in theory and how it works in practice. What are the challenges financial professionals face in their day-to-day life to guarantee accurate data? Hours spent on gathering data to make sure they have the latest numbers; resulting in too much preparation and too little time to do the analysis. 

    In this webinar you will get some hands-on tips and tricks to help you champion your next month-end close.
  • SkyStem: Back to Basics with Reconciliations
    SkyStem: Back to Basics with Reconciliations
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Oct 15 2019 59 mins
    [Live Recording] It's time to show some love for the workhorse of the financial close process -- balance sheet account reconciliations! Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid.

    Please note: CPE credit not available for this playback.
  • Operational and Cyber Resilience Part 2
    Operational and Cyber Resilience Part 2
    Karl Viertel Recorded: Sep 24 2019 55 mins
    Join the final instalment of Alyne's two-part webinar series, which delves into the components that make up successful Operational and Cyber Resilience. This webinar will focus on the best practices for effective Cyber Resilience, Incident Management, Training and Awareness.
  • Top 10 Steps to Adopting Financial Technology
    Top 10 Steps to Adopting Financial Technology
    Chris Walsh Recorded: Sep 24 2019 58 mins
    New software can be both expensive and time-consuming to implement. Once in place, they are, normally, with you for a long time.
    Therefore, it’s important to do the research and ground work before deciding what solution to choose. Identifying your pain points, achieving your ideal solution and evaluating possible providers, it’s all easier said than done. That’s why we want to share our expertise and provide you with some important advice along the way.
    Check out our easy-to follow top 10 steps to implement financial software to help you migrate to a successful software adoption.
  • SkyStem: Seducing the Auditors with Internal Controls
    SkyStem: Seducing the Auditors with Internal Controls
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Sep 19 2019 57 mins
    With the auditors approaching (or maybe they just never left), the accounting team needs to put its best foot (and documentation) forward in order to avoid a long and drawn out affair with the auditors. Join us in this webinar, where we share the best ways to build and maintain your internal controls infrastructure to impress your auditors and make the year-end audit as quick and painless as can be.

    Please note: CPE credit not available for this playback.
  • SkyStem: From Caterpillar to Butterfly
    SkyStem: From Caterpillar to Butterfly
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Sep 17 2019 58 mins
    [Live Recording] Metamorphosis describes the process of transformation from a child form to a mature form in two or more distinct stages. Within your organization, some of the key finance processes have worked the same way for decades, and could probably benefit from a transformation of sorts. Join us in this webinar where we explore common technologies that can be easy incorporated into your current processes to modernize the traditional workplace. We'll cover everything from time and expense reporting, to accounts payable, to budgeting as well as financial close automation.

    Please note: CPE credit not available for this playback
  • IRM Webinar - Latest thinking in supply chain risk management
    IRM Webinar - Latest thinking in supply chain risk management
    Carolyn Williams, Director of Corporate Relations Dec 11 2019 4:00 pm UTC 60 mins
    Not everyone could make it in person to our Risk Leaders conferences so we are offering our global membership and community a chance to hear from one of 2019’s most popular speakers via a special, free to attend, IRM webinar, looking at the highly topical issue of supply chain risk management.

    Professor Robert J Trent, Professor of Supply Chain Management at Lehigh University, Pennsylvania USA will be repeating his keynote presentation ‘How Myopic Financial Strategies Increase Corporate Risk’.

    Bob’s presentation will cover his research into supplier/customer relationships and will focus on the unintended consequences that can result when customers take actions that affect adversely the financial standing of their suppliers. Such financially myopic strategies increase corporate risk by encouraging retaliatory action and reducing the likelihood of receiving preferential treatment.

    The webinar will also feature supply chain expert Nick Wildgoose BA(Hons) FCA FCIPS. Nick will look at the importance of comprehensive supply chain risk management as part of an organisation’s ERM approach, including the importance of relationships and collaboration and how developments in technology and data availability are offering new solutions.

    The webinar will be chaired by Carolyn Williams, IRM Director of Corporate Relations.

    There will be opportunity to submit questions for our experts during the webinar.

    Date and time: Wednesday 11 December 1600 – 1730 GMT.

    This webinar qualifies as IRM CPD and may also meet the CPD requirements of other professional bodies.
  • QuickBooks' Lack of Automation is Holding You Back | What's The Next Step.
    QuickBooks' Lack of Automation is Holding You Back | What's The Next Step.
    Bob Shawgo - Financial Product Expert, Alejandro Perez - CEO, Komet Sales Dec 11 2019 6:00 pm UTC 54 mins
    “I’m a strong believer that if a mechanical task can be done by software, it should not be done by a human being who could use that time for value-added activities.” – Alejandro Perez, CEO Komet Sales

    Freeing people to do more and be more strategic is key to successfully growing a business, but how do you make that possible? When you’re stuck with a starter financial software like QuickBooks it’s not possible.

    So what do you do?

    Join us for a discussion with Sage Intacct customer and CEO of Komet Sales as he explores the obstacles that held his company back from exciting growth and the tools needed to automate background tasks, free up more person hours and electrify his company’s growth. We'll discuss:

    - Making the switch from QuickBooks to something more robust
    - The tools and best practices you can employ to free up time and get more done
    - How the right financial tool like Sage Intacct can shorten your close by as much as 79%
  • What’s New in Excel for Financial Professionals
    What’s New in Excel for Financial Professionals
    MrExcel Dec 12 2019 2:00 pm UTC 57 mins
    Microsoft has announced several new calculation functions for Excel, from a better XLOOKUP function to new dynamic array functions SORT, FILTER, UNIQUE, and SEQUENCE, to a new geography and stock function FIELDVALUE. While these functions are already in Excel for Office Insiders, you should expect them to arrive in your subscription of Office 365 soon.

    During this one-hour webinar, Mr Excel will demonstrate:

    •How XLOOKUP is faster and less error-prone than VLOOKUP
    •XLOOKUP's ability to return all 12 months in a single formula, which is exciting enough to make the INDEX/MATCH people switch
    •How to return geography and stock price information using FIELDVALUE
    •Sort and filter with a formula using SORT, FILTER, and UNIQUE
    •How the lowly SEQUENCE function will super-charge all calculation functions in Excel.

    Register today to save your seat an learn how to excel in these new releases.
  • 5 Ways to Knockout Time from Your Oracle Subledger Reporting
    5 Ways to Knockout Time from Your Oracle Subledger Reporting
    Gregg van der Westhuizen Dec 17 2019 2:00 pm UTC 51 mins
    Do you feel like your Oracle E-Business Suite (EBS) financial and operational reporting is more complex and time-consuming than it should be? Are even supposedly simple drill-downs unnecessarily manual and difficult?

    If this sounds like you, watch this webinar where you can experience how Excel4apps Wands knocks Oracle reporting out in a head-to-head comparison of common financial and operational reporting tasks. See how you can easily reduce your reporting time by up to 70% and improve your data accuracy and security with a direct connection between Oracle EBS and Excel.

    Join Gregg van der Westhuizen, senior solution engineer, as he takes you through five rounds of easy productivity gains with examples from Procure to Pay and Invoice to Cash:

    Round 1 – Drill down to a live Account Analysis report in Excel to analyze subledgers
    Round 2 - Reconcile Accounts Payable trial balance to General Ledger
    Round 3 - Drill down to detail and compare transactions between General Ledger and Accounts Payable
    Round 4 - Use pre-built report templates to create refreshable intuitive Accounts Payable and Accounts Receivable dashboards in Excel
    Round 5 - Deployment of reports to allow for team collaboration

    This is one show you won’t want to miss!
  • The Freelance Trustfall:Guidelines for Effectively Working w/Finance Freelancers
    The Freelance Trustfall:Guidelines for Effectively Working w/Finance Freelancers
    Meghan Zasada, Account Manager at Paro Dec 18 2019 5:00 pm UTC 45 mins
    Businesses think of freelancers as a quick way to alleviate issues and tasks that their team doesn’t have the bandwidth for. More often than not, when working with a financial freelancer, decision-makers can often encounter feelings of hesitancy, fear, and distrust creeping in before the work even gets started. This webinar identifies the areas that are often the hardest for businesses to navigate when working with financial freelancers to ensure you are making the most of your newly contracted relationship.

    • Clarity in communication is the key when it comes to building trust with a third-party.
    • Giving access to sensitive materials and platforms can be scary, but it doesn’t have to be.
    • Fractional work doesn’t mean inconsistent work.
  • Risk Management in the public sector qualifications webinar
    Risk Management in the public sector qualifications webinar
    Carolyn Williams, Director of Corporate Relations Jan 15 2020 11:00 am UTC 60 mins
    10.00 Carolyn Williams, Director of Corporate Relations IRM open and intro
    10.10 The public sector risk management climate: Jacqueline Algar CMIRM, Risk Management Lead, Brighton & Hove City Council and
    10.25 IRM student: Lettie Pringle, IRMCert Risk Coordinator, NHS Borders
    10.40 Kate Boothroyd, module coach and examiner
    10.50 IRM Student Services – student journey, how to apply etc, Sindy Navaratnarajah, Student Engagement and Support Manager, IRM
    11.00 Q&A and close