Breaking
Boundaries

In an increasingly interconnected world, the traditional notion that large Enterprise Risk Management (ERM) systems are necessary to execute global compliance management is a costly misconception. Organizations should instead seek solutions that integrate compliance management seamlessly into functional work, ensuring superior risk management across the globe.

Join us for an insightful session on advancing compliance management, where we challenge outdated practices of delayed monitoring, fragmented systems, and manual duplicative work. Explore the critical role of seamless integration in compliance processes and recent enhancements that make managing and tracking compliance activities more efficient. Learn how embedded compliance breaks traditional boundaries by automating control capture at the source and enabling live compliance monitoring, enhancing compliance literacy and agility to risks. This approach ensures that compliance is not just a cost center but a strategic advantage, driving value throughout the organization.

Learning Objectives:

• Evaluating Global Compliance: Learn how to evaluate risk landscapes in the US and UK.
• Real-Time Control Monitoring and Agility: Discover how new strategies around automated control capture at the source and live compliance monitoring improve compliance literacy and responsiveness to risks.
• Value-Driven Compliance: Discover how integrating compliance management into functional work can transform compliance from a cost center to a strategic advantage, driving value throughout the organization.

Recommended field of study: Accounting
Prerequisite: None
Program Level: Basic
Advanced Preparation Required: None
Delivery Method: Group Internet Based
CPE Credit: 1

Join us for an enlightening session where we demystify the process of implementing FloQast Close in the UK, guided by our EMEA implementation partner, PAS, and a current FloQast customer. Discover how straightforward it is to integrate FloQast into your existing systems and elevate your accounting operations with minimal disruption.

In this session, you will hear firsthand from PAS and a FloQast client about their seamless implementation journey. They will share practical steps, best practices, and the tangible benefits they achieved, including enhanced efficiency, improved accuracy, and streamlined workflows. Learn how a phased approach can transform your financial close process and unlock the full potential of FloQast Close for your team.

Learning Objectives:

• Implementation Best Practices: Gain practical insights and best practices for a successful FloQast Close implementation from an EMEA FloQast client.
• Effective Partner Collaboration: Understand how collaboration with PAS and FloQast enhances integration and support for accounting teams.
• Maximizing FloQast Value: Discover strategies to leverage FloQast Close effectively for improved efficiency and value in your accounting processes.

Recommended field of study: Accounting
Prerequisite: None
Program Level: Basic
Advanced Preparation Required: None
Delivery Method: Group Internet Based
CPE / CPD Credit: 1

Finance and accounting teams have been striving for transformation for decades. Despite recent unprecedented investments in digitization and restructuring, genuine change remains elusive. Accountants are now more technically proficient than ever, yet transformation lags behind the evolving business practices and markets. Teams are left struggling in a race with ever-moving finish lines.

Consequently, business practices and markets are evolving and outpacing transformation projects. Teams are left running a race in worn-out shoes with a finish line that is moving faster than they are.

A significant mindset shift is essential to keep pace with these changes. Traditional methods of thinking and executing tasks are outdated, both for today’s work environment and the future of finance and accounting. Teams need to elevate their roles from routine, mundane tasks to providing strategic insights. Deliverables must evolve from basic reporting and analysis to delivering true operational excellence.

Join Mike Whitmire, CPA and CEO of FloQast, as he explores the shifting paradigms within the industry by breaking boundaries and challenging the status quo. He will discuss the transformation of work performance, staff education and retraining, technology utilization, and reporting methods to embrace a new era of finance and accounting.

Learning Objectives:

• Transformation Roadblocks: Identify at least two challenges hindering transformation in finance and accounting.
• Glimpse of the Future: Discover how leveraging technology, including GenAI, and adopting new work methodologies can shape a dynamic future.
• Breaking Boundaries: Explore how changing the approach to work can elevate accounting from tactical execution to strategic leadership.

Recommended field of study: Accounting
Prerequisite: None
Program Level: Basic
Advanced Preparation Required: None
Delivery Method: Group Internet Based
CPE Credit: 1

Join us for an in-depth exploration of the complexities of the financial close process, challenging the notion that it can be easily standardized or fit into predetermined boxes. This session will dive into how unique customer needs, evolving industry regulations, and diverse business models demand a more agile and adaptable approach to the close process.

Our expert customer panelists will share their real-world experiences and innovative strategies for breaking traditional ways of working. They will demonstrate how to tailor closing procedures to meet varying requirements, ensuring accuracy and efficiency while adapting to unique contexts. Embrace this new era of agile financial management and compliance, and learn how to optimize your close process for diverse business scenarios.

Learning Objectives:

• Understand the Complexities: Gain insights into why the financial close process cannot be standardized and must be tailored to fit unique business needs.
• Embrace Agility: Learn from expert panelists how to break away from traditional workflows and adopt more agile, adaptable closing procedures.
• Optimize for Diversity: Discover practical strategies for customizing the close process to enhance financial management and compliance across various industry and customer contexts.

Recommended field of study: Accounting
Prerequisite: None
Program Level: Basic
Advanced Preparation Required: None
Delivery Method: Group Internet Based
CPE Credit: 1

The financial close is often viewed as a routine, non-strategic task within the record-to-report (R2R) cycle. However, a dynamic business environment demands an accounting team that can keep up. Accounting leaders need to break the traditional Close process and adopt new ways of working. Uncover how the Close process can be transformed, without disruption, to be a powerful, strategic tool that enhances efficiencies through process and workflow automation. Organizations can achieve better reporting and improved decision-making by redistributing teams to focus on other vital projects.

Join this session to discover how to revolutionize your R2R operations and close processes without disrupting your business. FloQast’s leading close and reconciliation solutions enable a transformative, practical approach. Initially, teams implement their existing close and reconciliation processes in FloQast to improve overall management. In the Diagnostic phase, teams utilize FloQast dashboards, trends, and analytics to gain insights into KPIs and identify areas for improvement. During the Automation phase, diagnostics are leveraged to introduce more automation and improvements. The Optimization phase allows teams to continuously refine processes as business needs evolve. With this approach, FloQast teams achieve measurable ROI in weeks and months.

Whether you’re a current FloQast customer or new to our solutions, this session will guide you through a phased approach to continuous improvement, driving agility into accounting operations. You’ll also get a sneak peek of FloQast’s new AI-Assisted Matching Copilot and Journal Entry Management capabilities.

Learning Objectives:

• Strategic Transformation: Understand how the financial close can be a strategic process that improves efficiencies and enhances decision-making.
• Dashboards and Diagnostics: Uncover how dashboards can be used to diagnose and optimize your financial close processes.
• Phased Approach Benefits: Learn how a phased, iterative approach can transform your operations without business disruption and achieve measurable ROI.

Recommended field of study: Accounting
Prerequisite: None
Program Level: Basic
Advanced Preparation Required: None
Delivery Method: Group Internet Based
CPE Credit: 1

Accounting teams today are responsible for far more than just the financial close; their roles extend beyond the general ledger to encompass accounts payable (AP), accounts receivable (AR), payroll, sales tax, consolidation, and financial reporting. As accounting functions become central to business decision-making, teams are also tasked with special projects such as cash management, data uplifts, and ad hoc analysis. This expanding scope can leave managers with only partial visibility into staff workload and status, forcing teams to juggle workflows between FloQast and spreadsheets.

In this session, we will challenge the notion that primary or complex workflows are sufficient to meet today’s demands. Teams need to break traditional boundaries and implement a holistic, agile solution that adapts to shifting needs. Join us for a deep dive into FloQast Ops module functionality for key accounting workflows. Discover how to customize your workflows and see the new FloQast Projects functionality, enabling you to capture your entire workflow in one place and achieve true centralization of workflow and workload management.

Learning Objectives:

• Holistic Workflow Management: Understand the importance of centralizing workflow and workload management to meet the growing needs of the organization and prevent burnout.
• Customization and Agility: Learn how to customize accounting workflows using FloQast Ops to create an agile and adaptable system.
• Comprehensive Workflow Capture: Explore FloQast Projects functionality to capture and manage the entire workflow in one centralized platform, enhancing efficiency and visibility.

Recommended field of study: Accounting
Prerequisite: None
Program Level: Basic
Advanced Preparation Required: None
Delivery Method: Group Internet Based
CPE Credit: n/a

Join us for an in-depth case study featuring one of our expert customer panelists, who has successfully leveraged FloQast’s core software solution and expanded to broader platform modules to achieve strategic transformation. This session will highlight how adopting FloQast’s solutions one step at a time has provided immense value and driven significant improvements in their financial close processes.

Discover how this innovative company broke traditional boundaries by embracing FloQast’s comprehensive platform to transform their financial operations. From initial implementation to full-scale adoption, learn how they harnessed the power of automation and analytics to enhance efficiency, accuracy, and strategic decision-making.

Learning Objectives

• Strategic Platform Adoption: Understand the strategic value of adopting FloQast’s core and broader platform modules incrementally.
• Breaking Traditional Boundaries: Explore how the company transformed their accounting team from close to compliance by breaking away from traditional workflows and embracing new technologies.
• Achieving Comprehensive Transformation: Learn how leveraging FloQast’s comprehensive platform can drive efficiency, accuracy, and strategic improvements in financial operations.

Recommended field of study: Accounting
Prerequisite: None
Program Level: Basic
Advanced Preparation Required: None
Delivery Method: Group Internet Based
CPE Credit: n/a

Sit back, relax, and take a lunch break with PBC

Join us for an insightful session with Craig Clay, President of Donnelley Financial Solutions (DFIN), as he shares the journey of DFIN’s successful transition to a public company through a corporate spin-off in 2016 and the invaluable lessons learned since. Discover how DFIN’s team embraced cutting-edge technologies to scale and evolve, all while maintaining a customer-centric strategy to thrive in the dynamic financial software landscape.

Learning Objectives:

• Strategic Planning for Corporate Spin-offs: Identify at least two key strategies for planning and executing a smooth corporate spin-off.
• Post-Public Lessons: Interpret DFIN’s experiences and the lessons learned in its post-public life.
• Driving Success with Technology: Recognize how innovative technologies can propel business success.
• Customer-Centric Approach: Infer the importance of a robust, customer-focused strategy during significant organizational changes.

Recommended field of study: Accounting
Prerequisite: None
Program Level: Basic
Advanced Preparation Required: None
Delivery Method: Group Internet Based
CPE Credit: 1

Join us for an insightful session on advancing compliance management, where we challenge the old, painful status quo of delayed compliance monitoring, fragmented systems, and duplicative manual work. Discover how FloQast Compliance, when paired with FloQast Close, revolutionizes the compliance landscape by embedding control capture natively and providing live control monitoring within a single, unified platform.

In this session, we will delve into the critical role of seamless integration in compliance processes and how recent enhancements make managing and tracking compliance activities more efficient. Learn how FloQast Compliance breaks traditional boundaries by automating control capture at the source and enabling live compliance monitoring, enhancing compliance literacy and agility to risks.

Unlike other market solutions, FloQast Compliance eliminates the need for multiple systems and manual uploads, offering a cohesive approach that ensures all compliance contributors are aligned and informed. Leveraging the robust foundations of FloQast Close and FloQast Ops, our solution delivers real-time control execution and unparalleled collaboration. Experience how user-friendly features empower organizations to manage auditor access and track granular permissions efficiently, making FloQast Compliance the most effective solution available.

Learning Objectives:

• Integrated Compliance Management: Understand the benefits of a unified platform for compliance management that eliminates duplicative work and streamlines processes.
• Real-Time Control Monitoring: Learn how automated control capture at the source and live compliance monitoring improve compliance literacy and agility to risks.
• Enhanced Collaboration and Efficiency: Discover how FloQast Compliance facilitates seamless collaboration and efficient management of auditor access and granular permissions

In an increasingly interconnected world, the scope of Enterprise Risk Management (ERM) has evolved to encompass the complex compliance requirements across global regions. We will discuss the expansion of ERM and explore how it is increasingly interfacing with integrated risk management solutions. Attendees will gain insights into the intricate relationship between risk management and compliance, understanding how ERM must adapt to various legislative and cultural landscapes to maintain organizational integrity and resilience. Experts in the field will shed light on the often-misunderstood realm of compliance, demystifying its principles and showcasing how an integrated compliance solution can not only uphold regulatory standards but also enhance operational efficiencies regardless of where in the world the organization is located.

Learning Objectives:

• Understand how risk landscapes may be evaluated differently across geographies
• Understand how to enable your risk management framework to enable compliance
• Challenge your thinking on moving away from compliance as a cost to driving value throughout your organization

Recommended field of study: Accounting
Prerequisite: None
Program Level: Basic
Advanced Preparation Required: None
Delivery Method: Group Internet Based
CPE Credit: 1

The Corporate Sustainability Reporting Directive (CSRD) is gaining prominence globally, with mandatory compliance anticipated for most companies in the near future. The CSRD extends beyond its legislative region, providing a competitive edge for organisations aiming to sell into the European market. Understanding and meeting CSRD reporting requirements not only enhances your market position but also lays a robust foundation for adopting similar sustainability frameworks worldwide, such as the Global Reporting Initiative (GRI) and the Task Force on Climate-related Financial Disclosures (TCFD).

For finance teams, the CSRD’s extensive scope underscores the importance of thorough preparation and strategy. Recent findings have highlighted the complexities of compliance, particularly as the information source becomes more distanced from the organisation, amplifying the challenge of accurate reporting and compliance.

Join us to explore the latest CSRD regulations and learn how to seamlessly integrate them into your business practices. Our expert panel will provide insights into the global significance of CSRD, practical strategies for compliance, and the benefits of embedding sustainability reporting into your financial processes.

Learning Objectives:

• Understanding CSRD’s Global Impact: Recognise the evolving landscape of sustainability reporting under CSRD and its global significance beyond the EU.
• Effective Compliance Strategies: Identify key strategies to prepare for upcoming CSRD regulations and gain a competitive advantage.
• Integration into Financial Processes: Learn methods for incorporating CSRD criteria into financial decision-making processes, enhancing both compliance and operational efficiency.

Recommended field of study: Accounting, Compliance Management
Prerequisite: None
Program Level: Basic
Advanced Preparation Required: None
Delivery Method: Group Internet Based
CPD Credit: 1 (to be confirmed)

Join us for a captivating fireside chat with FloQast Co-Founder and CEO, Mike Whitmire, and Salim Ismail, Chairman of OpenExO, serial entrepreneur, and best-selling author, as they explore how emerging AI and technology are shaping the future of work. Salim, a leading authority on exponential organizations and disruptive innovation, will share his visionary insights on how companies can break boundaries to achieve extraordinary growth and stay ahead of the curve.

During this conversation, we will delve into the concept of disruptive convergence and the rise of exponential organizations. Salim will explain how these trailblazing entities leverage cutting-edge technologies to drive massive growth and redefine industries. We will discuss how the EXO model of “bounties” can be implemented within internal organizations to foster creative disruption and cultivate a culture of continuous change, encouraging leaders to adopt this innovative mindset.

Furthermore, we will examine the impact of AI on various industries, identifying those best poised for adoption and those most susceptible to disruption. Salim will share his insights on how AI will transform job markets, skill requirements, and workplace dynamics, ultimately influencing strategic decision-making for leaders.

Learning Objectives:

• Harnessing Exponential Growth: Understand how exponential organizations use technology to achieve massive growth and break traditional boundaries.
• Fostering a Culture of Innovation: Learn how the EXO model of “bounties” can drive creative disruption and foster a culture of change within organizations.
• Strategic Impact of AI: Explore the industries and job markets most impacted by AI and how these changes will influence strategic decision-making for leaders.

Developments in AI, particularly Generative AI (GenAI), have dominated recent news cycles with emerging use cases, advancements, and new market players. Many C-Suite executives view GenAI as a solution to scale operations through automation, potentially reducing reliance on human resources. But will GenAI live up to the hype in the Office of the CFO? Could it be the long-awaited answer to resource constraints in the accounting profession?

Organizations have shifted from exploring GenAI to deploying it enterprise-wide. According to Gartner, GenAI is currently at the peak of the hype cycle and is poised to enter the “trough of disillusionment” before potentially reaching a “plateau of productivity.” However, GenAI is a unique tool with the potential to bypass this stage if implemented correctly.

Join Chris Sluty, CPA, FloQast Co-founder and CPO, and Cullen Zandstra, FloQast Co-founder and CTO, as they discuss the limitations of GenAI in performing routine tasks versus true work assistance, and breaking the boundaries of utility where GenAI transcends these limitations to become a catalyst for change in the accounting field.

Learning Objectives:

• State of the Industry: Review the current deployment and usage of GenAI in enterprises today.
• Expectations versus Reality: Identify at least two limitations of GenAI as it is currently deployed by vendors.
• Bypassing Disillusionment: Discover how FloQast is uniquely deploying GenAI to break the status quo and be a true assistant and catalyst for change for accountants everywhere.

Recommended field of study: Accounting
Prerequisite: None
Program Level: Basic
Advanced Preparation Required: None
Delivery Method: Group Internet Based
CPE Credit: 1

In today’s fast-paced and ever-evolving market, businesses are facing unprecedented challenges. The rapid advancements in technology, including automation and AI, are reshaping the landscape, leaving CFOs and Financial Controllers striving to keep up.

PwC’s 2024 CEO survey reveals that 76% of accounting professionals feel their organizations lack the necessary technology to maintain performance, and 20% of UK CEOs believe their companies will not be economically viable in the next decade if they stay on their current path. PwC’s AI jobs barometer also identified that there will be 25% higher skills change in AI-exposed occupations, such as financial analysts. With 76% of CEOs already taking steps to reinvent their business models, maintaining the status quo is no longer an option. Business transformations have become essential for driving growth and navigating these turbulent times.

The solution lies with visionary CFOs and finance leaders who must spearhead the movement for change. By partnering with CEOs and organizational leaders, they can lead holistic business transformations.

Join Joey Jegerajan, PwC UK Partner and Consulting TMT Lead, as he chairs an insightful panel discussion to help you harness the power of technology like GenAI and adopt innovative practices to future-proof your finance and accounting functions.

Learning Objectives:

• Interpret the future of finance through the lens of technology and Generative AI.
• Identify how finance leaders can play a pivotal role in leading successful business transformations.
• Recognize how financial transformation can help organizations achieve their objectives more quickly and efficiently.

Recommended field of study: Accounting
Prerequisite: None
Program Level: Advanced
Advanced Preparation Required: None
Delivery Method: Group Internet Based
CPE/CPD Credit: 1

The average Finance and Accounting team has at least 26 or more applications in their technology stack, from the ERP workhouse to specialized applications for managing Accounts Payable and Accounts Receivable to the strategic Financial Close. Integrations are now more critical than ever to agile accounting operations. Join this session to learn how FloQast’s new partnership with Workato will set your organization up for integration success, leveraging an integration platform to streamline and enable seamless connectivity with critical business applications. Learn how our APIs and this latest collaboration with Workato align with our broader vision for the FloQast Marketplace, set to launch in 2025, providing customers with a comprehensive ecosystem of integrations and solutions to streamline record to report.

Learning Objectives:

• Understand why integrations start by identifying KPIs for improvement with impact as the starting point for key integration use cases.
• Understand how integration has evolved from a labor-intensive, costly coding exercise to no code solutions and platforms.
• Understand what a marketplace is and why they are even more important in the world of SaaS.

Join us to discover how FloQast is revolutionizing the accounting consolidation process with our latest solution, FloQast Consolidation. This innovative tool leverages the power of FloQast integrations by bringing together data from multiple general ledgers and trial balances into a single, centralized system. It simplifies financial data convergence and consolidation.

FloQast Consolidation streamlines the traditionally complex and manual consolidation process. This process often relies on Excel or outdated IT-managed systems. It enhances the financial consolidation process by providing teams with various features. These include customized entity hierarchies, a centralized chart of accounts, adjustment entries, foreign currency translation, integrated data connections, and more to produce core consolidated financial statements.

As with all FloQast products, this solution is highly adaptable. It supports agile organizations and breaks the boundaries of traditional consolidation challenges. Strategic initiatives should be propelled by technology, not hindered by it. FloQast Consolidation supports your growth and efficiency goals. Consolidate smarter, not harder.

Learning Objectives:

• Simplified Financial Convergence: Discover the benefits of leveraging a single point system for financial data convergence and reporting.
• Enhanced Efficiency: Learn how to increase efficiency and streamline the core financial statement preparation process with FloQast Consolidation.
• Improved Visibility: Understand how having a single source of truth for your financial statements adds visibility and simplifies team operations.

During Take Control 2023, FloQast announced the launch of free CPE for all accountants in FloQademy, FloQast’s online learning portal. This year, we are thrilled to have Dr. Sean Stein Smith, DBA, CPA, join us to show you the type of next level content you can find in FloQademy.

Ready to future-proof your accounting career? This session will uncover the hottest tech trends reshaping the accounting landscape. Discover the transformative potential of AI and blockchain, and how these innovations can elevate your professional game. We’ll explore the current state of blockchain adoption, bust common myths, and examine the ripple effects of the FTX scandal. Plus, we’ll cover the evolving narrative around cryptocurrency and whether it still carries the stigma of a Ponzi scheme.
Next, we’ll pivot to AI—everywhere and unavoidable, but what does it mean for you as an accounting professional? Learn how AI might change your role and how to stay relevant with the right skills. This session promises to be an eye-opener, packed with insights and practical tips to make these influential tech trends work for you!

Learning Objectives:

• Identify one way in which AI and blockchain can elevate your professional impact
• Define blockchain and cryptocurrency
• Identify one example of how AI might change an accounting professionals role

FloQast’s focus has been on delivering solutions to eliminate some of the most tedious and manual processes in accounting, changing the way accountants work. In this session, we will unveil a sneak peek into coming innovative solutions, features, and enhancements to the FloQast Accounting Operations Platform for 2024 and beyond. In addition, we will share what’s coming for FloQademy, FloQast’s learning platform, where you can learn more about FloQast products, earn certifications and badges, as well as CPE for free.

Learning Objectives:

• Gain insights into what is coming for the FloQast Account Operations Platform.
• Understand who will benefit from the range of new solutions, features, and enhancements.
• Learn more about FloQademy and the new courses we offer.

Join us for an insightful session where FloQast and AWS collaborate to break the boundaries of traditional ERP migrations, including a focus on SAP ERP migrations. This session aims to de-risk and de-mystify the ERP migration process, highlighting AWS’s robust data management features and FloQast’s workflow capabilities to maintain reporting timelines without compromise.

ERP migrations are often plagued by extended timelines, over-budget expenditures, and complications that undermine their strategic value. Leaders must challenge these archaic project management methods and focus on creating the right foundation using supportive transition technologies like AWS and FloQast. Learn how to navigate common fears and known issues in data migration, understand how AWS ensures the safety and reliability of your infrastructure, and see how AWS and FloQast can help you overcome these challenges to achieve a successful transformation.

Learning Objectives

• Navigating Migration Challenges: Identify common fears and known issues in migrating financial data while maintaining book closures.
• Ensuring Infrastructure Security: Understand how AWS ensures the safety and reliability of your infrastructure during an ERP migration.
• Achieving Positive Transformation: Discover how FloQast and AWS uniquely address migration challenges, laying the foundation for a positive and strategic transformation.

Discover the latest trends and insights on how AI is advancing finance functions, how integrating AI is essential for finance teams to continue to drive efficiency, to support their businesses and uncover ways in which they can further add value to key stakeholders they report to. Explore challenges inherent in implementing AI solutions, including practical strategies for getting started and aligning AI initiatives with your organisational goals, supported by sharing real case studies of AI implementations in finance.

Learning Objectives:

• Learn how generative AI can supercharge the evolution of finance
• Understand the challenges and opportunities with AI/Gen AI
• Identify Gen AI use cases for FP&A and R2R
• Determine where are you on your journey to AI