8 Signs Your Accounting Team Is Ready to Automate Month-End Close

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How do you know if your accounting team is ready to automate the month-end close? Join us in this informative webinar, where we share the top 8 signs that indicate that a team has outgrown all existing tools and may be ready to embark upon month-end close automation. We will examine the process clues that help determine whether your team would be a good candidate for automation.

Learning Objectives: This course objective is to understand how and when to consider month-end close automation.

Field of Study: Accounting.

Recommended CPE: 1 CPE.

Nancy Wu, Head of Sales and Customer Success at SkyStem

Nancy Wu

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.

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