Month-End Masters User Gathering

- Austin, Texas

Sold Out

TAKE CONTROL WITH FLOQAST

Join fellow FloQast users for a jam-packed day of learning, networking and fun. This one day, education-focused event will share how to get the most out of FloQast, leveraging tips and best practices and showing how you can get more from your month-end close platform. You’ll meet one on one with those behind building FloQast, gain answers to nagging questions and glean insight into future product directions and new capabilities.

Tailored for existing FloQast users and administrators, you’ll have the chance to network with your finance and accounting peers. All registrants are also invited to after-hours entertainment for a chance to relax and unwind with the FloQast family.

AGENDA

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.

Full Description

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

Speaker

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.

Full Description

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

Speaker

Brandon Edgar, Sr. Accounting Technology Consultant, FloQast

Speaker

Jonah Wayte, Customer Success Manager, FloQast

10:20 AM - 10:50 AM

BREAK

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.

Full Description

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.

Speaker

Erika Heckscher, Product Manager, FloQast

Speaker

Aynsley Moffitt, Product Manager, FloQast

11:30 AM - 11:50 AM

Making Due Diligence a Breeze: Breaking Records with TaskUS

As a corporate controller, how would you feel if you learned that one of the largest private equity firms in the world was looking into acquiring your company? Would you be nervous? Of course! But would you feel completely ready? Maybe not... View Full

Full Description

Fortunately, when Steven Amaya, VP of Finance at TaskUS, found himself in exactly that situation, he was ready. Having implemented FloQast close management software in 2015, TaskUS had already reduced their close from 45 to 10 days. Confident that all the business’s financials were in order, Steve and his team breezed through a rigorous due diligence process in just four months, the fastest deal in Blackstone history.

In this session, VP of Finance Steven Amaya will share his tips and tricks based on his real-world experience for a speedy due diligence process that included a quality of earnings study and tax fact book. With the right process, documentation, and team in place, you too can help make deals happen in record time.

Speaker

Steve Amaya, VP of Finance, TaskUs

11:50 AM - 12:10 PM

Scaling for Growth with WPEngine

Join the Corporate Controller of WPEngine to gain insight into how the extraordinary growth of the digital experience is uncovering new ways to use FloQast to help WPEngine scale and be best prepared for all future outcomes.

Speaker

Eric Domagalski. Corporate Controller, WP Engine

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.

Full Description

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.

Speaker

Rob Feinstein, VP of Product, FloQast

Speaker

Amit Nayer, VP of Engineering, FloQast

Speaker

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.

Full Description

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

Speaker

Shivang Patel, Director, Sales Engineering & Operations at FloQast

Speaker

Brett Hughes, Audit Industry Evangelist, FloQast

2:30 PM - 2:50 PM

BREAK

2:50 PM - 3:10 PM

CPA to CFO Live

Join FloQast CEO Mike Whitmire as he interviews Angela Lowery Smoller, CPA and CFO at SeekOps Inc. for a LIVE episode of CPA to CFO, FloQast’s new podcast series featuring interviews with finance leaders who share their insights about how they rose from accounting to the top of the finance ladder. Learn about Angela’s journey from audit to controllership to finance and how you can accelerate your own career as a CPA looking to get beyond the spreadsheets.

Speaker

Angela Smoller, CFO, SeekOps

Speaker

Mike Whitmire, Co-Founder and CEO, FloQast

3:10 PM - 3:50 PM

Make FloQast Work Beyond the Close…

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.

Full Description

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

Speaker

Brooke McBride, Account Manager, FloQast

Speaker

Kisha Smith, Customer Success 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.

Full Description

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).



image description

4:10 PM - 6:00 PM

User Gathering Social

After a day full of learning, relax, unwind and network with other month end masters. Enjoy drinks, bites, and after hours entertainment with FloQast friends.

Sponsored by:

avidxchange

Image Description
Image Description

Gather Monroe

411 West Monroe Austin TX 78704

FAQ

Join Fellow Month End Masters

For a jam-packed day of learning, networking and fun.