OVERVIEW

Join fellow FloQast month-end masters for two half-days of jam-packed learning and sharing of knowledge for how to improve your accounting team’s daily operations. This education-focused virtual event will share how to get the most out of FloQast, leveraging best practices and tips and showing how you can get more from your month-end close platform. Tailored for existing FloQast users and administrators, participants will learn firsthand from FloQast experts about how to streamline and improve their close and other accounting processes. There is no cost to join this event and will be entirely online. You’ll even optionally earn up to 8 credits of CPE. Register to join just one session or all.

 

 

AGENDA

TUESDAY, September 22

10:00 am - 10:40 am PT / 1:00 pm - 1:40 pm ET

Turbocharge Team Productivity Beyond the Close

FloQast started in 2013 with the mission of making the close and reconciliation processes easier. Today, more than 1,000 accounting teams rely on FloQast to help streamline their month-end. While our close management software has helped speed and better manage this critical process, users continue to find new and innovative applications to help improve other finance and accounting functions. If you think FloQast has helped you so far...buckle up! We have been hard at work on our next solution and are excited to announce the future of FloQast as accounting workflow automation.

Join Mike Whitmire, CEO and co-founder and Chris Sluty, CPO and co-founder of FloQast as they discuss the past, present and future of FloQast and unveil our latest FloQast offering. Join to see firsthand FloQast’s most innovative solution since our close management software first launched and witness the enhanced productivity and effectiveness this can bring to your finance and accounting team.


View Full

10:00 am - 10:40 am PT / 1:00 pm - 1:40 pm ET

Turbocharge Team Productivity Beyond the Close

FloQast started in 2013 with the mission of making the close and reconciliation processes easier. Today, more than 1,000 accounting teams rely on FloQast to help streamline their month-end. While our close management software has helped speed and better manage this critical process, users continue to find new and innovative applications to help improve other finance and accounting functions. If you think FloQast has helped you so far...buckle up! We have been hard at work on our next solution and are excited to announce the future of FloQast as accounting workflow automation.

Join Mike Whitmire, CEO and co-founder and Chris Sluty, CPO and co-founder of FloQast as they discuss the past, present and future of FloQast and unveil our latest FloQast offering. Join to see firsthand FloQast’s most innovative solution since our close management software first launched and witness the enhanced productivity and effectiveness this can bring to your finance and accounting team.

In this session, you will learn:

  • How more and more organizations are using FloQast for accounting processes beyond the month-end close
  • How FloQast’s expanded capabilities are helping accounting teams eliminate hours of tedious, mundane tasks
  • About FloQast’s latest offering that will help teams automate other mundane accounting tasks freeing their time for more strategic work.

Mike Whitmire
Mike Whitmire  
CEO & Co-Founder, FloQast
Chris Sluty
Chris Sluty  
CPO & Co-Founder, FloQast

10:40 am -10:45 am PT / 1:40 pm - 1:45 pm ET

Break

10:45 am - 11:25 am PT / 1:45 pm - 2:25 pm ET

Survival Essentials: Using FloQast Beyond the Close to Better Manage the Finance & Accounting Wilderness

Easy to use, quick to implement, and flexible. These are FloQast’s foundational pillars. However, these characteristics also provide for the close management software to be used not just for the month-end, but for a multitude of finance and accounting processes including Reporting, FP&A, Internal Controls, Payroll, Tax, and PBC Lists. In this session, we’ll share with you how to use FloQast to better manage these processes. Additionally, we’ll highlight real-world examples of how FloQast is being used outside of GL accounting to improve alignment and efficiency for the entire finance organization.


View Full

10:45 am - 11:25 am PT / 1:45 pm - 2:25 pm ET

Survival Essentials: Using FloQast Beyond the Close to Better Manage the Finance & Accounting Wilderness

Easy to use, quick to implement, and flexible. These are FloQast’s foundational pillars. However, these characteristics also provide for the close management software to be used not just for the month-end, but for a multitude of finance and accounting processes including Reporting, FP&A, Internal Controls, Payroll, Tax, and PBC Lists. In this session, we’ll share with you how to use FloQast to better manage these processes. Additionally, we’ll highlight real-world examples of how FloQast is being used outside of GL accounting to improve alignment and efficiency for the entire finance organization.

In this session, you will learn how to:

  • Identify and understand processes outside of the month-end close that can be structured within FloQast
  • Present the benefits of FloQast to outside teams as a solution for disjointed processes
  • Use specific FloQast features to implement workflows for team members ‘beyond the close’ and create a department-wide collaboration platform

Jonah Wayte
Jonah Wayte  
Senior Customer Success Manager, FloQast
Tracy Wong
Tracy Wong  
Director, Product Management, FloQast

11:25 am -11:30 am PT / 2:25 pm - 2:30 pm ET

Break

11:30 am - 11:50 am PT / 2:30 pm - 2:50 pm ET

Month-End Master Insight: Win Back the Day with FloQast

We all know it’s inefficient, but most of us are creatures of habit. How many times does the FP&A team walk over to AP, AR, and other accounting teams each day with their questions? And those purposeless status update meetings where you lose valuable time during the close?--all these contribute to extending the work day too frequently into the night.

Learn how the Senior Accounting Systems and Processes Analyst at Forescout utilized FloQast to eliminate daily status meetings and regained valuable time to focus on value added tasks. In addition, you’ll gain insight into the unique methods implemented by Forescout to document detailed procedures, create unique identifier codes, and use the Perm file feature to increase total visibility within their accounting organization and empower teams outside of accounting to be self-sufficient.


View Full

11:30 am - 11:50 am PT / 2:30 pm - 2:50 pm ET

Month-End Master Insight: Win Back the Day with FloQast

We all know it’s inefficient, but most of us are creatures of habit. How many times does the FP&A team walk over to AP, AR, and other accounting teams each day with their questions? And those purposeless status update meetings where you lose valuable time during the close?--all these contribute to extending the work day too frequently into the night.

Learn how the Senior Accounting Systems and Processes Analyst at Forescout utilized FloQast to eliminate daily status meetings and regained valuable time to focus on value added tasks. In addition, you’ll gain insight into the unique methods implemented by Forescout to document detailed procedures, create unique identifier codes, and use the Perm file feature to increase total visibility within their accounting organization and empower teams outside of accounting to be self-sufficient.

In this session, you will learn how to:

  • Incorporate teams outside of accounting, such as FP&A, onto the FloQast platform for increased collaboration and added visibility
  • Use custom tags to help key employees target relevant information in a sea of over a thousand checklist items
  • Document complex processes in FloQast to ensure smooth transition and adoption of new processes when new employees are hired
  • Incorporate the Perm file feature to store vital documents in a centralized location
  • Utilize unique identifier codes to improve workflow efficiency and organization

Gaurav Dhamija
Gaurav Dhamija  
Sr. Accounting Systems and Processes Analyst, Forescout

11:50 am - 12:20 pm PT / 2:50 pm ET - 3:20 pm ET

Join us for a fun filled Jeopardy game during lunch.

Lunch

12:20 pm - 12:40 pm PT / 3:20 pm ET - 3:40 pm ET

Month-End Master Insight: What the Flux? We Wished We Knew About this Earlier!

Ever completed a detailed flux analysis, only to realize at the last minute that adjustments were booked into the GL? We all know how this can throw off your balances, requiring tedious updates to your flux template, as you transfer updated balances and create new variance explanations.

Learn how Fundbox’s Accounting Manager utilized FloQast’s Flux Analysis module to seamlessly manage material variances and errors in real time. Also, learn how Fundbox strategically divided out responsibilities to each team member during the Flux cycle.


View Full

12:20 pm - 12:40 pm PT / 3:20 pm ET - 3:40 pm ET

Month-End Master Insight: What the Flux? We Wished We Knew About this Earlier!

Ever completed a detailed flux analysis, only to realize at the last minute that adjustments were booked into the GL? We all know how this can throw off your balances, requiring tedious updates to your flux template, as you transfer updated balances and create new variance explanations.

Learn how Fundbox’s Accounting Manager utilized FloQast’s Flux Analysis module to seamlessly manage material variances and errors in real time. Also, learn how Fundbox strategically divided out responsibilities to each team member during the Flux cycle.

In this session, you will learn how to:

  • Eliminate manual processes when transferring financial data from your accounting software to the flux template
  • Identify material errors and variances in real time
  • Use index matching and defined thresholds to carefully track high risk accounts
  • Present information via FloQast Flux in front of accounting executives
  • Assign out responsibilities to specific employees during the flux cycle

Lori Rosenberg
Lori Rosenberg  
CPA, Accounting Manager, Fundbox

12:40 pm - 12:45 pm PT / 3:40 pm - 3:45 pm ET

Break

12:45 pm - 1:25 pm PT / 3:45 pm - 4:25 pm ET

Reclaim Your Audit Room with FloQast

An audit is something that cannot be avoided, but it doesn’t have to be a pain in the asset. In this session, former auditors, now FloQast employees, will walk you through how to use FloQast to better engage with your auditors and remove them from the audit room once and for all. We’ll explain how you can design a scalable process in a remote environment that might even lower your audit fees.


View Full

12:45 pm - 1:25 pm PT / 3:45 pm - 4:25 pm ET

Reclaim Your Audit Room with FloQast

An audit is something that cannot be avoided, but it doesn’t have to be a pain in the asset. In this session, former auditors, now FloQast employees, will walk you through how to use FloQast to better engage with your auditors and remove them from the audit room once and for all. We’ll explain how you can design a scalable process in a remote environment that might even lower your audit fees.

You will learn how to:

  • Best position FloQast to external auditors as a means to enable remote work and to make their lives easier
  • Utilize FloQast auditor licenses for a more efficient and transparent audit engagement to reduce audit hours
  • Align common audit-related bottlenecks with efficiency gains that come with improved management of the PBC process

Brett Hughes
Brett Hughes  
Alliances Manager, FloQast
Shivang Patel
Shivang Patel  
Director, Sales Engineering, FloQast

1:25 pm - 1:30 pm PT / 4:25 pm - 4:30 pm ET

Break

1:30 pm - 2:10 pm PT / 4:30 pm - 5:10 pm ET

Becoming More Strategic with FloQast Flux

We know there are a lot of “What the Flux” moments in day-to-day accounting. Flux analysis all too often gets pushed to the back burner and the strategic insight it can offer is never realized. With FloQast Flux, we’re helping to alleviate this pain by making it easier to report your fluctuation analysis directly in FloQast. In this session, FloQast experts will walk you through how to build and edit your flux reports to show comparative balance sheet and income statement reports just the way you need them to--helping you become more strategic in your everyday operations.


View Full

1:30 pm - 2:10 pm PT / 4:30 pm - 5:10 pm ET

Becoming More Strategic with FloQast Flux

We know there are a lot of “What the Flux” moments in day-to-day accounting. Flux analysis all too often gets pushed to the back burner and the strategic insight it can offer is never realized. With FloQast Flux, we’re helping to alleviate this pain by making it easier to report your fluctuation analysis directly in FloQast. In this session, FloQast experts will walk you through how to build and edit your flux reports to show comparative balance sheet and income statement reports just the way you need them to--helping you become more strategic in your everyday operations.

You will learn how to:

  • Customize comparative balance sheet and income statement reports to better understand fluctuations in account balances
  • Utilize Flux Review Notes to keep track of daily movements in accounts
  • Mitigate surprises by sudden material account changes

Alex Nordin
Alex Nordin  
Product Operations Manager, FloQast
Brandon Edgar
Brandon Edgar  
Senior Relationship Manager, FloQast

2:10 pm - 2:15 pm PT / 5:10 pm - 5:15 pm ET

Break

2:15 pm - 2:55 pm PT / 5:15 pm - 5:55 pm ET

Becoming a Close Jedi Master: 6 Ways to Maximize FloQast Usage

If you’ve been using FloQast for a year or more, chances are you may be getting stuck in the SALY (Same As Last Year) mindset. Put an end to SALY and start taking advantage of advanced functionality that will make you and your team more productive and efficient.


View Full

2:15 pm - 2:55 pm PT / 5:15 pm - 5:55 pm ET

Becoming a Close Jedi Master: 6 Ways to Maximize FloQast Usage

If you’ve been using FloQast for a year or more, chances are you may be getting stuck in the SALY (Same As Last Year) mindset. Put an end to SALY and start taking advantage of advanced functionality that will make you and your team more productive and efficient.

You will learn how to:

  • Leverage grouped account reconciliations to eliminate duplicate efforts and speed your close
  • Optimize controls that best fit your industry and accounting life cycle
  • Accelerate timely notifications through email or messenger to facilitate a faster review cycle

Brittany Shaw
Brittany Shaw  
Senior Customer Success Manager, FloQast
Alex Pukos
Alex Pukos  
Product Support Manager, FloQast

WEDNESDAY, September 23

10:00 am - 10:40 am PT / 1:00 pm - 1:40 pm ET

Break Free from Accounting Monotony: Automating Mundane Tasks with FloQast

Are you looking forward to preparing next month’s account reconciliations? Doubtful. We did not get our degrees in accounting to become spreadsheet serfs. FloQast AutoRec was designed to help you break free from accounting monotony by eliminating the tedium of completing repeated, mundane tasks. Discover how FloQast can do this for you quickly and easily by automating your account reconciliations for bank accounts, clearing accounts, and prepaid expenses - some of the most tedious accounts in the close. Break free of the drudgery and leverage the accounting degree you earned!


View Full

10:00 am - 10:40 am PT / 1:00 pm - 1:40 pm ET

Break Free from Accounting Monotony: Automating Mundane Tasks with FloQast

Are you looking forward to preparing next month’s account reconciliations? Doubtful. We did not get our degrees in accounting to become spreadsheet serfs. FloQast AutoRec was designed to help you break free from accounting monotony by eliminating the tedium of completing repeated, mundane tasks. Discover how FloQast can do this for you quickly and easily by automating your account reconciliations for bank accounts, clearing accounts, and prepaid expenses - some of the most tedious accounts in the close. Break free of the drudgery and leverage the accounting degree you earned!

You will learn how to:

  • Standardize account reconciliations using AutoRec and Amortization
  • Choose which AutoRec capabilities best apply to your company’s account reconciliations
  • Determine for which accounts AutoRec improves your account reconciliation over your current processes in Excel

Erika Heckscher
Erika Heckscher  
Product Manager, FloQast
Ari Peña
Ari Peña  
Sr. Product Support , FloQast
Brandon Edgar
Brandon Edgar  
Senior Relationship Manager, FloQast

10:40 am -10:45 am PT / 1:40 pm - 1:45 pm ET

Break

10:45 am - 11:05 am PT / 1:45 pm - 2:05 pm ET:

Month-End Master Insight: Abracadabra! Tap into the Magic of FloQast AutoRec

After sitting hour after hour in front of your computer screen, do all the numbers start to look the same? Save yourself from mind-numbing work with some FloQast magic--make your mundane, tedious tasks disappear!

Learn what this GumGum Accountant is doing to reduce monotonous manual tasks, shaving two business days off the company’s close. In a course of a year, GumGum has shaved an entire month off their close using FloQast AutoRec, allowing their accounting team to focus on higher priority assignments.


View Full

10:45 am - 11:05 am PT / 1:45 pm - 2:05 pm ET:

Month-End Master Insight: Abracadabra! Tap into the Magic of FloQast AutoRec

After sitting hour after hour in front of your computer screen, do all the numbers start to look the same? Save yourself from mind-numbing work with some FloQast magic--make your mundane, tedious tasks disappear!

Learn what this GumGum Accountant is doing to reduce monotonous manual tasks, shaving two business days off the company’s close. In a course of a year, GumGum has shaved an entire month off their close using FloQast AutoRec, allowing their accounting team to focus on higher priority assignments.

In this session, you will learn how to:

  • Reconcile Cash by utilizing clear identifiers within the AutoRec module
  • Reduce sync errors and eliminate manual comparisons when matching transactions
  • Create a custom logic to create cleaner matches when reconciling COGS
  • Eliminate manual vlookup procedures and data discrepancies in the reconciliation process
  • Verify formatting of excel columns to ensure smooth initiation of AutoRec module

Ben Chessing
Ben Chessing  
MSA, CPA, Senior Accountant, GumGum

11:05 am -11:10 am PT / 2:05 pm - 2:10 pm ET

Break

11:10 am - 11:50 am PT / 2:10 pm - 2:50 pm ET

Laying the Cornerstone for Further Efficiency and Effectiveness with FloQast’s Latest Offering - A Workshop

Pssst. It’s still secret and will be unveiled during the Take Control keynote, but we’ve been working hard to build new solutions that turbocharge accounting productivity beyond the close. This new, soon-to-be-announced, FloQast product will help revolutionize your accounting workflows as well as expedite and alleviate some of the most tedious manual tasks accounting teams face every month. Want to give it a spin?


View Full

11:10 am - 11:50 am PT / 2:10 pm - 2:50 pm ET

Laying the Cornerstone for Further Efficiency and Effectiveness with FloQast’s Latest Offering - A Workshop

Pssst. It’s still secret and will be unveiled during the Take Control keynote, but we’ve been working hard to build new solutions that turbocharge accounting productivity beyond the close. This new, soon-to-be-announced, FloQast product will help revolutionize your accounting workflows as well as expedite and alleviate some of the most tedious manual tasks accounting teams face every month. Want to give it a spin?

Join FloQast development team leaders who will host a hands-on workshop where they will walk you through a quick and easy set up and help you get started using the new solution--at no cost to you or your organization. We don’t want to give away the secret, but over the course of this session, you will be able to set up and deploy and start saving hours every month. You won’t want to miss this!

In this session, you will learn how to:

  • Leverage our newest solution to save time and gain control over pre-close activities
  • Gain insight into innovative accounting workflow capabilities that will enhance team collaboration and productivity
  • Set up and start using the new offering to free up your accounting team’s time so they can focus on more strategic tasks

Chris Sluty
Chris Sluty  
CPO & Co-Founder, FloQast
Ricardo Martinez
Ricardo Martinez  
Product Manager, FloQast
Myles Jones
Myles Jones  
Customer Success Manager, FloQast

11:50 am - 12:20 pm PT / 2:50 pm ET - 3:20 pm ET

Join us for a fun filled Jeopardy game during lunch.

Lunch

12:20 pm - 12:40 pm PT / 3:40 pm - 3:45 pm ET

Month-End Master Insight: Going Big. Managing Global Accounting Operations with FloQast

With 18 subsidiaries around the world spanning multiple time zones, the accounting operations at Qualys can be complex. While intimidating as this may sound, it doesn’t have to be when you’ve got FloQast.

Learn how the Director of Financial Compliance at Qualys is using FloQast to optimize her management of global accounting teams. Gain insight from how this global company completely transferred their SOX matrices into the close management platform, assigning key controls to specific employees. Gain inspiration from their achievements for having a more accurate close and creating increased accountability across their team.


View Full

12:20 pm - 12:40 pm PT / 3:40 pm - 3:45 pm ET

Month-End Master Insight: Going Big. Managing Global Accounting Operations with FloQast

With 18 subsidiaries around the world spanning multiple time zones, the accounting operations at Qualys can be complex. While intimidating as this may sound, it doesn’t have to be when you’ve got FloQast.

Learn how the Director of Financial Compliance at Qualys is using FloQast to optimize her management of global accounting teams. Gain insight from how this global company completely transferred their SOX matrices into the close management platform, assigning key controls to specific employees. Gain inspiration from their achievements for having a more accurate close and creating increased accountability across their team.

In this session, you will learn how to:

  • Utilize FloQast to manage international accounting operations with various time zones
  • Create unique checklists and centralize information to better manage international subsidiaries
  • Transfer comprehensive SOX matrices and procedures into FloQast
  • Collaborate with your auditors within the FloQast platform to achieve optimal efficiency

Valerie Cardozo
Valerie Cardozo  
Director of Financial Compliance, Qualys

12:40 pm - 12:45 pm PT / 3:40 pm - 3:45 pm ET

Break

12:45 pm - 1:25 pm PT / 3:45 pm - 4:25 pm ET

FloForward - A Sneak Peek into FloQast Futures

FloQast issues as many as nine product updates every day. This means the FloQast platform is constantly getting better, introducing improved capabilities and new functionality. Join FloQast’s product leaders as they share solution directions and future focus areas, including forthcoming plans for the rest of the year and where we expect to go in 2021. Gain an exclusive, firsthand understanding of the strategy and vision that goes beyond close management software and delves into new areas of accounting automation. There will also be the opportunity to interact with our panelists and ask questions.

In this session, participants will learn:

View Full

12:45 pm - 1:25 pm PT / 3:45 pm - 4:25 pm ET

FloForward - A Sneak Peek into FloQast Futures

FloQast issues as many as nine product updates every day. This means the FloQast platform is constantly getting better, introducing improved capabilities and new functionality. Join FloQast’s product leaders as they share solution directions and future focus areas, including forthcoming plans for the rest of the year and where we expect to go in 2021. Gain an exclusive, firsthand understanding of the strategy and vision that goes beyond close management software and delves into new areas of accounting automation. There will also be the opportunity to interact with our panelists and ask questions.

In this session, participants will learn:

  • Key areas of focus for FloQast’s future product features and enhancements.
  • About 2020 products and features and how these tie into a larger vision for 2021 and beyond.
  • How new capabilities can benefit accounting teams by addressing pain points through automation and integration.

Chris Sluty
Chris Sluty  
CPO & Co-Founder, FloQast
Cullen Zandstra
Cullen Zandstra  
CTO & Co-Founder, FloQast
Tracy Wong
Tracy Wong  
Director, Product Management, FloQast
Erika Heckscher
Erika Heckscher  
Product Manager, FloQast
Marc Reicher
Marc Reicher  
Product Manager, FloQast

1:25 pm - 1:30 pm PT / 4:25 pm - 4:30 pm ET

Break

1:30 pm - 1:50 pm PT / 4:30 pm - 5:10 pm ET

Closing & Month-End Master Awards

Join us for the last session of the 2 day event where we will reveal the Month-End Master Award winners! The award categories are: Rookie of the Year, Innovator of the Year, and Accounting Leader of the Year

Mike Whitmire
Mike Whitmire  
CEO & Co-Founder, FloQast
Chris Sluty
Chris Sluty  
CPO & Co-Founder, FloQast

FAQ

TakeControl virtual event offers the same education-packed learning that past TakeControl physical events have provided. In order to accommodate multiple time zones, TakeControl has been extended over two half-days. While providing extensive learning opportunities, we’ll ensure this year’s virtual TakeControl will be just as fun.

Yes! Given the virtual event environment, it will take us some time to process the CPE credits. Attendees are eligible to receive up to 8 CPE credits throughout both days of the conference.

Registration for TakeControl is free!

TakeControl is designed for FloQast administrators and users alike. Whoever uses FloQast in your organization and/or is interested in learning how to streamline and improve finance and accounting processes, will find value in participating.

Yes, all sessions will be recorded and made available on-demand following the event. In order to receive a notification and links for when available, simply register for the live event and you will receive such automatically.

If you have additional questions or want more information, contact your account manager or send an email to takecontrol@floqast.com.

WHAT TO EXPECT

This year’s TakeControl is going virtual. What does this mean for you? You’re going to be able to watch and learn from the same great content, but now from the comfort of your home, office or wherever you are. When you register for any one session, you will automatically be registered for all sessions across the two half days. Join one or as many sessions as you wish. Each session will have a unique login, and that login will be emailed to you prior to the event. Attendees are eligible to receive up to 8 CPE credits throughout both days of the conference. Please be aware, it will take up to two weeks to receive your CPE certificate which will be sent via email.

 

 

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For two half-days of jam-packed learning and fun!




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