On-Demand


1 CPE Credit

*Controller Series: Best Practices: The Soft Close

On-Demand
1 CPE Credit
  • Instructor

    Jim
    Lindell

  • Instructor

    Peter
    Margaritis

Learning Objectives

  • Identify top roadblocks to adopting a fast close
  • Identify software that makes the close process efficient and more streamlined
  • Identify the real purpose for financial reporting
  • Select the procedures that can be automated to mitigate human error
  • Determine the tradeoff between internal controls and fast close processes
  • Identify the necessary steps to transform the close process

Major Topics

  • The Close Process – Big Picture
  • Process Improvement
  • Transition to a Soft Close
  • Best Practices
  • Handling Resistance to Change

CPE Credits Available

1 CPE Credit
1
Business Management & Organization

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • BLI Leadership
  • Future Ready

Prerequisites

Prior management experience.

Advanced Preparation

None

Intended Audience

Aspiring leaders and leaders of teams and organizations

Provider

Business Learning Institute

This can not be purchased at this time.