Registration opens at 8:00 AM
9:00 AM - 9:40 AM
The Future of Accounting in the Era of AI and Automation
This is the best time in history to be an accountant. Yet it’s also an extremely challenging time to be an accounting leader...View Full.
This is the best time in history to be an accountant. Just think, over just the last 40 years, accounting has changed from a largely manual, paper and pencil occupation, to a high-tech operation.
Yet it’s also an extremely challenging time to be an accounting leader.
Controllers are evolving—whether they like it or not—from number crunchers into strategic risk managers and leaders. And the change is unrelenting. Over the next decade, artificial intelligence and robotic process automation hold extraordinary potential to both empower accountants to do more, but also disrupt their well-laid plans.
In this session you’ll learn:
- How AI and automation will transform the accounting function
- The challenges and opportunities these technologies hold for accounting leaders
- Strategies to take control of your individual and organizational destiny
- What FloQast is doing to empower accountants and help them navigate the automated and AI-powered future of the profession
Mike Whitmire, Co-Founder and CEO, FloQast
9:40 AM - 10:20 AM
Top 7 Tips to Get More from FloQast
Got the FloQast basics down? Let’s take your FloQast knowledge to the next level! …View Full.
Got the FloQast basics down? Let’s take your FloQast knowledge to the next level! During this session, we’ll share the most common goals we hear from accounting departments and how you can use FloQast to achieve them. You’ll learn how to:
- Take key steps in FloQast to further shorten your close
- Provide visibility of your close status to your CFO within minutes
- Answer questions from auditors before they ask
- Encourage team members to take ownership and accountability for their work
Lilith Karageuzian, CPA, Head of Customer Success, FloQast
Jonah Wayte, Account Manager, FloQast
10:20 AM - 10:50 AM
10:50 AM - 11:30 AM
Let FloQast Do The Work: Introducing Matching & Flux
FloQast started as a solution to help accounting teams organize and collaborate. Now, FloQast is beginning to help you do the work, too... View Full.
No longer just a solution to help accounting teams organize their work and collaborate, FloQast is increasingly helping these teams do the work, too.
Join product managers Aynsley Moffitt and Erika Heckscher as they delve into two new modules that help automate and streamline operations and thereby save hours and for some organizations, even days of work. Spotlighting Flux Analysis to help bridge the gap between accounting and finance and Matching to expedite the reconciliation process with intelligent automation, these two solutions can help accounting teams increase their efficiency and overall organizational impact. Tips on best practices to roll out, how to best leverage and how to gain organizational buy in will be shared.
Erika Heckscher, Product Manager, FloQast
Aynsley Moffitt, Product Manager, FloQast
11:30 AM - 11:50 AM
Customer Insight — Stack Overflow
According to a long-accepted saying, you can't put a price tag on peace of mind. The thing is, you can, and that's exactly what Jerry Raphael did...View Full.
Want to learn how to “level up” as a finance leader? When Jerry Raphael joined Stack Overflow as controller in 2015, he was deep in the close every month. Just a few years later, Jerry has transformed his role from a number cruncher to a business leader adding value throughout the organization. How did he do it? By creating a standardized, repeatable process for the month-end close, empowering his accounting team to close the books without the need for constant monitoring.
In this fireside Q&A session, Jerry will share how he’s been able to add value to the organization beyond the close as the primary data intelligence person responsible for non-financial business metrics in addition to the financial statements. We’ll also discuss how he’s using FloQast with his team at Stack Overflow to enable a flexible work environment with employees on multiple continents and the effects — both professional and personal — on dramatically improved organization and collaboration for his team. The result is a culture built for success that makes it easy to hire and has dramatically reduced turnover.
Jerry Raphael, VP of Finance, Stack Overflow
11:50 AM - 12:10 PM
Customer Insight — Yelp
For over 20 years, all publicly-traded companies have been required to comply with SOX. In all that time, compliance hasn't gotten much easier — until now...View Full.
For over 20 years, all publicly-traded companies have been required by the Sarbanes-Oxley Act to implement and test for operating effectiveness internal accounting controls to comply with SEC requirements. In all that time, compliance hasn't gotten much easier — until now. In this session, Derek Mernagh, Assistant Controller at Yelp, will share how his team leverages the advanced collaboration features in FloQast to document the preparation and review of Yelp's SOX controls. See the "before" and "after" of SOX compliance as Derek shares how his team moved from email and other documentation of controls to organizing it all in close management software. Derek will also share best practices for granting access to internal and external auditors so they don't have to bother his accounting team when it comes to SOX testing.
Derek Mernagh, Assistant Controller, Yelp
12:10 PM - 1:10 PM
Birds of a Feather Lunch
Enjoy lunch provided by FloQast at tables organized by topic of interest or industry.
1:10 PM - 1:50 PM
FloQasting the Future: What's Next for Accounting Teams
Look beyond the hype and discuss about advances in technology will truly impact our day-to-day lives in accounting over the next 5-10 years...View Full.
Look beyond the hype and discuss how advances in technology will impact how FloQast evolves as a close management solution - both in organizing the work of the close, and leveraging technology to help get the work done. What technologies - such as artificial intelligence - will FloQast most likely leverage to improve the product? How will that change what FloQast offers? What accounting tasks are likely to be automated? Most importantly, what impact will all these changes have on the accounting process, and how will they change the role of the accountant as humans do less data assembly and more data analysis? Take a peek into the future of FloQast and how accountants will use it.
Rob Feinstein, VP Product, FloQast
Cullen Zandstra, Co-Founder & CTO, FloQast
Erika Heckscher, Product Manager, FloQast
1:50 PM - 2:30 PM
Streamline Your Audit: Reduce Risk, Stay Compliant, and Control Fees
These days, an audit is something you really can’t avoid — but who says it needs to be a pain in the asset?...View Full.
These days, an audit is something you really can’t avoid — but who says it needs to be a pain in the asset? In this session, ex-auditors at FloQast will walk you through the best ways to engage with auditors using FloQast and how you can design a scalable process that minimizes compliance risk that might even lower your audit fees.
You’ll learn how to:
- Position FloQast to external auditors as a way to significantly reduce audit risk
- Utilize FloQast auditor licenses for a more efficient and transparent audit engagement
- Align common bottlenecks in the PBC process to efficiency gains that come with using FloQast
- Maximize the use of existing FloQast functionality to optimize your internal control environment
Shivang Patel, Director, Sales Engineering & Operations at FloQast
Brett Hughes, Audit Industry Evangelist, FloQast
2:30 PM - 2:50 PM
2:50 PM - 3:10 PM
Customer Insight - Griffin Capital
Join Griffin Capital’s Ryan Call as he walks through how the investment management firm has streamlined their accounting operations sharing his tips for how other organizations can do the same.
Ryan Call, Senior Accountant, Griffin Capital
3:10 PM - 3:50 PM
Make FloQast Work Beyond Accounting… and Make Your Life Easier
FloQast was designed to improve the month-end close process, but over the years, many teams have started to use it beyond the accounting department…View Full.
FloQast was designed to improve the month-end close process, but over the years, many teams have started to use it beyond the close and even beyond the accounting department. Increasingly, teams are using FloQast as a way to improve collaboration with other departments and as a management tool to facilitate a culture of continuous improvement (and thus a faster, more accurate close).
In this session, you’ll learn:
- How to use FloQast analytics and reports to enable a culture of continual improvement, as well as host better project kick-off and debrief meetings
- Best practices for inviting and engaging outside users such as finance, payroll, and auditors to leverage the power of FloQast for increased collaboration and visibility across teams into the status of the close
- Tips for successfully onboarding new employees and helping them understand their assigned processes, policies, and procedures
- Ways to use FloQast to successfully scale accounting operations across multiple regions, and even globally
Lilith Karageuzian, Head of Customer Success, FloQast
Brittany Shaw, Strategic Account Manager, FloQast
3:50 PM - 4:10 PM
Month-End Masters Awards & Wrap Up
Join us in honoring some of the most innovative professionals in the world with our first annual Month-End Masters awards...View Full.
Join us in honoring some of the most innovative professionals in the world with our first annual Month-End Masters awards. Month-End Masters are accounting and finance leaders who are making a material difference not just for their teams but also more broadly in their organizations. These individuals embody the concept of a controller as a strategic leader, not just a number cruncher (though they need not be controllers, and also likely still have the skill to rock an Excel spreadsheet).
Mike Whitmire, Co-Founder and CEO, FloQast
4:35 PM - 6:00 PM
User Gathering Social
After a day full of learning, relax, unwind and network with other month end masters. Sample San Francisco Brewing Co.’s award-winning brews, tour the facility and enjoy after hours entertainment with FloQast friends.