1 Total CPE Credits

*Controller Series: Best Practices: The Soft Close

Total CPE: 1

*Controller Series: Best Practices: The Soft Close

  • Instructor

    James Lindell

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

Total CPE
Business Management & Organization

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • BLI Leadership
  • Future Ready


Prior management experience.

Advanced Preparation


Intended Audience

Aspiring leaders and leaders of teams and organizations


Maryland Association of CPAs

Purchase This Course

  • MACPA Member

    $ 35 35
  • MACPA Non-Member

    $ 45 45
    Your Price

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