Save the Date! September 13 - 14, 2023

In this session, hear the latest research findings from Oracle NetSuite on how the European Office of the CFO is responding to the latest macro trends affecting finance and accounting functions, and the resulting impact on how companies should approach financial technology investments.

Over 500 business leaders were surveyed to compare the outlook, concerns and priorities of top finance executives with their peer executives and with managers inside and outside of the finance department.

Join this session to learn:

• The top trends and challenges impacting the Office of the CFO, including inflation, recession, and the great resignation
• The primary business concerns executives are facing now and the actions management is taking to address them
• The KPIs finance executives are watching closely
• Priorities for the finance department, including financial technology to drive impact

Spending on digital transformation will reach $6.8 trillion globally by 2023. Consequently, the promises of digital financial  transformation in greater workflow automation, faster-smarter decision making, streamlined data, and even a better work-life balance have yet to materialize for most. It’s taking longer to complete the Financial Close, as limited workflow automation and ERP misalignment continue to plague finance and accounting teams despite all of the investment in technology. In this session, Mike Whitmire, FloQast CEO and Co-founder, explores these challenges and identifies ways teams can ‘Amp up Accounting’ and drive operational excellence through Close, Connect, and Control in order to increase their financial velocity and agility to get back on track to see the promises of digital transformation realized.

FloQast SOX Compliance is an Advanced Workflow Solution offered with FloQast’s Close solution designed for Finance and Accounting teams who want to manage their controls program lifecycle centrally. FloQast SOX Compliance is purpose-built to help private and public companies modernize their SOX compliance program while reducing their total cost of compliance. With FloQast SOX Compliance reduce the burden and cost of implementing a controls program and the audit. 

Join Chris Sluty, CPO and Marc Reicher, Sr. Product Manager to get a sneak peek of FloQast’s new solution and learn how:

1. To build your controls environment in FloQast
2. To implement continuous controls capture 
3. To automate the Prepared By Client process

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.

Saxquatch returns to entertain FloQasters once again. Join Saxquatch as he takes you down a 90’s journey.

In this session, hear the latest research findings from Oracle NetSuite on how the Office of the CFO is responding to the latest macro trends affecting finance and accounting functions, and the resulting impact on how companies should approach financial technology investments.

Over 500 business leaders were surveyed to compare the outlook, concerns and priorities of top finance executives with their peer executives and with managers inside and outside of the finance department.

Join this session to learn:

• The top trends and challenges impacting the Office of the CFO, including inflation, recession, and the great resignation
• The primary business concerns executives are facing now and the actions management is taking to address them
• The KPIs finance executives are watching closely
• Priorities for the finance department, including financial technology to drive impact

Many Accounting teams are under-resourced. This session explores the tips and tricks on how FloQast Close can enable the accounting team to do more with less. ]In this session, FloQast experts will share their tips, tricks, and best practices to help your team to get the most of FloQast Close. This is a great session for new and veteran FloQast users alike. We’ll reveal valuable tips like how to increase visibility and accessibility with tags, filtering, and permanent file storage; implement efficiency gains with grouped reconciliations, fixed balances, and auto sign-offs; and put in place key controls like locking folders, completeness check, and control settings. Be sure to also take advantage of the live Q&A with our solution experts.

Join this session to learn:

1. FloQast Close Best Practices
2. Optimal Configurations
3. Laying the GroundWork With Your Team
4. File Structure Secrets

Across record to report, many Finance and Accounting functions remain disconnected with a mix of waiting for information, manual data manipulation, and holding countless status update meetings. These delays and manual work leave two thirds of Finance and Accounting teams feeling they are challenged to deliver timely and accurate financial information. FloQast Ops is a workflow manager that extends the power of FloQast Close to help controllers and their teams streamline accounting operations. Want to improve or build out best practices on your team?  FloQast Ops features downloadable best practice checklists that reflect the practices of hundreds of Finance and Accounting teams to better manage payroll processing, accounts payable, commissions, planning, taxes, PBC and even SEC and Financial Reporting.  

Join Tracy Wong, Sr. Director of Product Management at FloQast as she speaks with Twilio and Cornerstone OnDemand about how they used FloQast Ops to:

1. Gain control over accounting operations upstream and downstream to the Financial Close
2. Use FloQast Ops to enhance visibility, automation, collaboration, and documentation across the record to report landscape
3. Use the FloQast Ops best practices checklists as a starting point for improved operations

How much time does your accounting team spend crafting and sending requests for information each month? According to FloQast user data, a typical accounting team can generate over 300 requests for tasks and information across 100 different individuals, resulting in more than 2,000 additional email exchanges. Wouldn’t it be nice if your team didn’t have to cut, copy, paste all of those requests?

FloQast ReMind is a request management workflow add-on to the FloQast Close solution. FloQast ReMind automates manual tasks and delivers new levels of visibility across the close process, enables a manage-by-exception approach, accelerates the time-to-close, and allows teams to focus on more important tasks. Now integrated with the FloQast Close checklist, come check out the latest version of ReMind and see how your team can use it.

Join this session to:

1. Understand how request management is slowing down the Close
2. Learn the key use cases for ReMind
3. See the new checklist integration in action

As the market environment potentially becomes more challenging, hiring could be further delayed and already under-resourced accounting teams could find themselves in even more challenging environments. Automation of financial and accounting workflows combined with improved task transparency and better collaboration across finance and accounting teams will go a long way in reducing the stress associated with tighter deadlines and in keeping top talent in place.

Join this session to:

• Understand the current macroeconomic and industry trends impacting finance and accounting teams
• Learn how your finance teams can best maximize their financial technology investment
• Define KPIs to measure technology utilization and impact

Join CEO Mike Whitmire as he meets with Simon Sinek for a discussion on how accountants can manage stress and burnout to attain their best performance.

This session will explore the development of the FloQast Operational Accounting Platform and the new directions the company is taking to continue its development of the worlds best accounting solutions.

As the market environment potentially becomes more challenging, hiring could be further delayed and already under-resourced accounting teams could find themselves in even more challenging environments. Automation of financial and accounting workflows combined with improved task transparency and better collaboration across finance and accounting teams will go a long way in reducing the stress associated with tighter deadlines and in keeping top talent in place.

Join this session to:

• Understand the current macroeconomic and industry trends impacting finance and accounting teams
• Learn how your finance teams can best maximize their financial technology investment
• Define KPIs to measure technology utilization and impact

Join Mike Whitmire, and Chris Sluty In the 2nd annual presentation of the FloQast Operational Excellence customer awards to honor the best accounting teams in the industry.

SOX compliance costs – both time and money – continue to be high due to the regulatory pressure on external audit firms. With that, a focus on optimizing SOX controls remains at the top of the Controller’s priority list to lessen the burden on the Accounting and Financial Reporting team and throughout the organization. Learn how to maximize FloQast and other technologies to accelerate the Close Process and minimize the time related to executing and evidencing the Close controls for SOX compliance.

Join this session to:

• Learn how to maximize FloQast and other technologies to accelerate the Close Process
• Understand how to minimize the time related to executing and evidencing the Close controls for SOX compliance
• Discover internal controls companies should consider as a part of their remote or hybrid work environment

Are you maximizing your accounting performance? In this session we will dive into the latest FloQast Customer outcomes research and review the outcomes that the best accounting teams are getting and the secrets to attain them.

Even with a robust ERP in place…they can’t do it all. Over half of Accounting teams report that the Financial Close is in desperate need of modernization. And 85% report having to reopen the books at least once in the last year to fix errors. Join Shivang Patel, Senior Director, Growth Markets to understand how  accountants have an opportunity to optimize their Dynamics ERP investment while increasing financial velocity and accuracy. It starts with automating the financial close and effectively leveraging the entire Microsoft suite from Dynamics ERPs, Excel and Teams to cloud storage like OneDrive. At FloQast, our philosophy is to meet accountants where they work by providing centralization, standardization, and workflow automation across the suite of Microsoft solutions used by accountants today. 

More than half of all accountants report that they are still using manual methods to support their account reconciliation processes, leading to increased errors, delayed Financial Close, and a growing workload burden that adds even more stress to an already busy accounting team.

As accountants ourselves, we know that not all reconciliations are created equal. That’s why we put together a webinar to share best practices for managing the end-to-end reconciliation process, from strategy and execution to audit readiness. Our customers who used FloQast Reconciliation Management combined with FloQast Close experienced a 31% reduction in the time to perform reconciliations.

Join FloQast product experts and learn more about:

1. Standardizing the reconciliation strategy and process to manage risk
2. Choosing the most effective reconciliation method
3. Tracking reconciliations that don’t tie out 
4. Collaborating and managing reconciliations to a faster close
5. Gaining greater audit readiness with capture at-the-source controls and documentation

We will also cover the FloQast Reconciliation Management Solution, including our new Reconciling Items feature, which allows accountants to track timing or unknown errors and ensure that all reconciling items are recorded, tracked, and managed in one place.