Charting the Future of Accounting

Join us as NetSuite discusses how the Office of the CFO is responding to current economic challenges and macro trends impacting finance and accounting functions. We will discuss CFOs’ top concerns, priorities and spending for the rest of 2023.

Learning Objectives:

• Reviewing NetSuite’s latest research findings on the Office of the CFO’s response to current challenges and trends.
• Defining finance leaders’ top concerns and priorities in 2023 and beyond.
• Discussing the impact of these concerns and priorities on technology investment and optimization.

This panel discussion will explore the changes taking place in the economy, the new challenges facing accountants as a result, and how the best accounting teams are adapting to the challenges.

Join this session to learn:

• How familiar roles in accounting and finance are changing
• How finance and accounting leaders must change their mindsets and find opportunities
• Which technologies will have the biggest impact on the organization
• Which new skill sets will be needed

The accounting profession faces significant changes as fewer people enter accounting and more are moving out of accounting. At the same time, the need for greater automation and the emergence of new technologies, like Generative AI, will fundamentally change how accounting is performed. What will these forces of change mean to accountants, and how will they need to navigate this new and emerging reality? To succeed in this changing landscape, accountants must adapt and develop a broader skill set, including data analytics, strategic thinking, and effective communication.

Learning Objectives:

• Understand the evolving role of accountants and the skills required for success in the future accounting landscape.
• Explore the impact of emerging technologies, such as AI and automation, on accounting processes and decision-making.
• Develop strategic thinking and communication skills to effectively contribute as a trusted advisor and strategic partner in organizations

The future of the accounting role and function is significantly influenced by advancements in artificial intelligence (AI) technology. As AI continues to evolve and become more sophisticated, it is reshaping various aspects of the profession. This panel discussion will explore the integration of AI in accounting, the hype, the opportunities and challenges, and a real-world look into FloQast’s use of Generative AI in its solution portfolio.

Learning Objectives

• Understand the impact of AI on the accounting profession and its potential for automating routine tasks, improving data analysis, and transforming decision-making processes.
• Identify opportunities for leveraging AI in accounting to enhance efficiency, accuracy, and strategic decision-making.
• Develop the skills required in an AI-driven accounting landscape, including data analytics, critical thinking, and strategic advisory abilities.

This panel discussion will explore the changes taking place in the economy, the new challenges facing accountants as a result, and how the best accounting teams are adapting to the challenges.

Join this session to learn:

• How familiar roles in accounting and finance are changing
• How finance and accounting leaders must change their mindsets and find opportunities
• Which technologies will have the biggest impact on the organization
• Which new skill sets will be needed

Join us for a lively panel discussion with our featured guest, Matt Wilpers, former CPA and Peloton Instructor, and Mike Whitmire, CEO & Co-Founder of FloQast, as they explore the inspiration that drove them to their passions and how to achieve optimal performance.

Take a lunch break with Puddles Pity Party! You won’t want to miss his exclusive FloQast set!

Join NetSuite for a discussion on how the Office of the CFO is responding to current economic challenges and macro trends impacting finance and accounting functions. We will discuss CFOs’ top concerns, priorities and spending for the rest of 2023.

Learning Objectives:

• Reviewing NetSuite’s latest research findings on the Office of the CFO’s response to current challenges and trends.
• Defining finance leaders’ top concerns and priorities in 2023 and beyond.
• Discussing the impact of these concerns and priorities on technology investment and optimization.

Join this compelling discussion to learn how financial technology and reporting drives efficiency, readiness and opportunity for both private and public markets. In this panel, Craig Clay will lead a discussion on best practices around mitigating risk, positioning your organization and maximizing investment lifecycles.

Learning Objectives:

• Gain insights into the current regulatory environment and other marketplace trends, including current trends to organizational liquidity.
• Discover how process and technology investments can help ensure organizations can support the rigors of public company reporting.
• Review tangible best practices to apply to maximize your organization’s investment lifecycle.

Connecting the FloQast Accounting Operations Platform to your ERP, cloud storage, collaboration and other productivity tools can significantly accelerate your accounting operations and increase return on investment (ROI) for your Finance technology landscape. Leveraging FloQast’s out-of-the-box enterprise integration and Advanced Workflow Solutions, organizations can accelerate financial close cycles, streamline compliance and enhance operational performance – ultimately leading to faster, more efficient finance operations, lower risk, audit readiness and improved financial performance. Learn more about how FloQast utilizes ERP data to help teams transform and modernize their accounting operations. See FloQast’s newest certified integration with SAP’s S4 HANA in action.

• Understand the benefits of integrating FloQast with your ERP, cloud storage, collaboration and productivity tools.
• Explore implementation considerations and best practices for successful integration and workflow optimization.
• Learn how to leverage your entire Fintech investment with the FloQast Accounting Operations Platform to drive operational excellence and user adoption.

The introduction of the CSRD reflects the new culture of ESG reporting which will require organisations to adapt quickly to new compliance challenges and even make changes to the way they do business. Teams that implement ESG framework early will give their companies a competitive advantage over other companies not through product but through reporting.

Join our webinar to find out more about:

• What does CRSD involve and what are the key points of the directive
• Who will be affected and what are the deadlines
• How to create a framework for ESG
• How to use technology to your advantage for ESG reporting

The compliance burden is growing for all companies. In a recent 2023 FloQast survey of over 350 accounting professionals, only 26% of the respondents believe their existing compliance and controls management processes add significant value to their organization. Learn how Compliance can be made more efficient and streamlined through integration of compliance into core business processes like the Financial Close to minimize risk and reduce your program’s cost, effort, and complexity. Go in-depth on FloQast’s latest product, FloQast Compliance Management, and learn about its inception, continued innovation, and newest features.

• Understand how continuous controls management increases visibility into control ownership and accountability, so you can build stronger controls, identify issues faster, and mitigate risks long before audit discovery.
• Learn how to reduce your audit burden and ensure audit evidence is always complete, accurate, and current, reducing the time and effort needed for audit preparation and automating your PBC process for better transparency, collaboration, and assurance.
• Learn how to build and manage the entire controls lifecycle, including testing, for real-time control updates and visibility into testing status and control effectiveness for continuous controls optimization.

In this session, we will hear from the Cricut team and how they successfully transformed the financial close process using FloQast’s Accounting Operations Platform. Join this session to discover how they drove functional agility with greater speed, accuracy, control and audit-readiness across the global Finance team.

Key Takeaways:

• Accelerating the Close: Learn how FloQast’s collaborative features streamlines the financial close process, reducing time and effort required for reconciliation and review tasks.
• Enhancing Accuracy and Compliance: Explore how FloQast’s automation capabilities and centralized documentation improved data accuracy, ensured regulatory compliance, and facilitated audit readiness.
• Boosting Team Collaboration: Discover how Verint leveraged FloQast’s real-time collaboration tools to foster cross-functional teamwork, improving communication, and increasing overall productivity during the close cycle.

Join us to gain valuable insights and practical tips on leveraging FloQast to optimize your financial close process, compliance program, improve operations, and empower your team to drive exceptional results.

Join this session if you are new to FloQast or if you are a current customer. Learn more about our flagship FloQast Close and Reconciliation Management solutions today and the exciting new features coming soon, like our new Bank Reconciliations feature.

This session will cover how implementing FloQast Close can help teams automate the close and reconciliation, improve collaboration within and outside the accounting team, gain real-time visibility into financial data and workflow status, and create a centralized repository for documentation to maintain a single source of truth. With FloQast, organizations can modernize their financial operations, increase efficiency to become more strategic, increase audit readiness, and drive better decision-making backed by accurate and timely financial data. Come to this session to:

• Understand the benefits of modernizing the Close and Reconciliations, including our product experts’ best practices and tips and tricks.
• Learn how we continue to innovate the Financial Close and Reconciliations with new enhancements.
• Get a sneak peek of our Bank Reconciliations enhancement to AutoRec, allowing teams to get an automated feed of bank transactions and more efficiently match those transactions to your ERP data.

Join Mike Whitmire, and Chris Sluty in the 3rd annual presentation of the FloQast Operational Excellence Customer Awards to honor the best accounting teams in the industry.

Know someone with a success story and want to nominate them? Click here to learn more and how you can nominate your peers.

Accounting and FP&A teams need to be more integrated than ever. Organizations now look to Accounting teams not only to close the books but also to tell the story of operational results through variance analysis, which includes flux analysis and budget vs. actuals. To perform deeper analyses and deliver a more robust forecast, FP&A teams need thorough variance analysis. A study by AICPA found that variance analysis is a crucial component of effective budgeting and planning and is essential for identifying areas to achieve cost savings. This transformation means Controllers and their teams must add new tools to work cross-functionally with FP&A teams, develop additional skills, and rely on better processes and technology to support a successful handoff.

Join this session for an insightful discussion on streamlining the variance analysis workflow and a showcase of FloQast’s new capabilities in Variance Analysis, a tool utilized by over 1,000 customers.

Learning Objectives:

• The importance of performing variance analysis during the Close to improve financial performance and mitigate fraud risks
• The distinction between performing reconciliations and variance analysis during a Close
• The role of technology to enable the integration between Accounting and FP&A teams

FloQast is excited to announce the launch of free CPE for all users in FloQademy, FloQast’s online learning portal. Join this session to get a peek at the next generation of CPE content for accountants, featuring renowned forensic accounting expert Kelly Richmond Pope.

Pope, author of Fool Me Once: Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry, a riveting look at the perpetrators, victims, and whistleblowers behind financial crimes, will talk about the revelations of her book, key lessons and takeaways, and how she was able to become closer with so many white-collar felons than anyone ever has before. She shows fraud in action, uncovering what makes perpetrators tick, victims so gullible, and whistleblowers morally righteous. Pope will inspire you to question your preconceived notions about fraud and challenge your beliefs about yourself and others.

Join this session to learn:

• A better understanding of perpetrators, victims, and whistleblowers behind financial crimes
• How to look at our own behaviors and motivations to better prevent, detect, and investigate fraud
• New and different opportunities for fraud that have taken center stage in recent years

First 200 people to join the session will get a free copy of Kelly’s Book, Fool Me Once: Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry.

No matter where on the priority scale ESG lies within your company, there are third parties already assessing your company’s ESG strategy, with that assessment leading to real-world financial implications such as affecting an organization’s cost of capital or overall risk profile. Further, a company’s ESG risk mitigation strategy is also assessed by rating firms, impacting both public and certain private companies.

Join this insightful discussion to learn to tell your own ESG story utilizing reporting frameworks and thoughtful public disclosures that speak to your company’s journey and avoid third-party assumptions to fill in the blanks.

Learning Objectives:

• Defining how an organization should approach an ESG strategy that both matches its business strategy and the requirements of regulators and investors.
• Reviewing real-world implications of an ESG strategy – or the lack thereof.
• Exploring how technology can help a company streamline reporting to deliver consistent reputable ESG data.