DETAILS
June 15, 2023
1:00 – 4:00 PM ET
CPE CREDITS
3.0 credit hours
LOCATION
Virtual
Register Now
Agenda
Presenters
CPE Details
Overview
Join accounting and finance thought leaders for this virtual CPE event as we discuss how technology impacts day-to-day accounting tasks and frequently asked questions surrounding artificial intelligence (AI) within the accounting industry.
Each session will offer information on how to leverage technology to help with various business functions and enable accounting and finance professionals to do their job with ease. Attendees will also hear about important and timely topics such as policies to consider post-transition to ASC 842 and ongoing considerations for lease accounting compliance.
Key Takeaways
Agenda
How to Transform Your Finance & Accounting Operations Without Disruption
PRESENTERS
Stefan van Duyvendijk, Accounting Operations Evangelist at FloQast
Tom Kelly, Director of Product Marketing and Management, Oracle NetSuite Global Business Unit
Abdi Ali, Senior Technical Accounting Manager, LeaseQuery
DESCRIPTION
Join us as members from FloQast, NetSuite, and LeaseQuery come together to discuss the motivating factors and industry pressures driving CFO technology considerations. During this presentation, we will provide insights into the issues keeping CFOs awake at night, explore how technology is revolutionizing the accounting profession, and identify the biases to address when implementing technology to effect a finance and accounting transformation.
LEARNING OBJECTIVES
- Gain awareness of the professional pressures and challenges CFOs face when considering a move toward digital transformation
- Recognize the best strategic approaches and practices to apply in support of financial and accounting transformation when implementing technology.
- Understand how to appropriately utilize technology for accounting transformations to not impact an organization’s level of control over its financial processes.
DETAILS
Program level: Overview
Prerequisites: N/A
Advance preparation: None
Delivery method: Group Internet Based
Recommended CPE credit: 1 hour
Field of study: Information Technology
Not One and Done: Lease Accounting After Transition
PRESENTERS
Sam Hart, Technical Accounting Manager, LeaseQuery
DESCRIPTION
Join LeaseQuery as we review the policies, processes, and internal controls for organizations to consider incorporating for lease accounting post-transition to ASC 842. Throughout the presentation, we will explore the various new challenges and benefits involved with your ongoing lease accounting and how those may impact the business. Best practices for executing common lease transactions, month-end and year-end close will also be discussed. We will wrap up by reviewing considerations for ongoing lease accounting compliance, including lease accounting training and solution maintenance.
LEARNING OBJECTIVES
- Identify key opportunities and obstacles unique to post-transition lease accounting
- Describe best practices to establish effective month-end and year-end close policies and procedures
- Review steps to take to maintain the completeness and accuracy of your chosen lease accounting solution
DETAILS
Program level: Beginner
Prerequisites: N/A
Advance preparation: None
Delivery method: Group Internet Based
Recommended CPE credit: 1 hour
Field of study: Accounting
The Impact of AI in the Financial World
PRESENTERS
Rob Drover, Vice President – Business Solutions, Marcum Technology
Daniel Forner, Director of Product Management, LeaseQuery
James Dinardo, Business Operations Manager, Sovos
Thomas Callaghan, Director of Data Science, Crowe LLP
DESCRIPTION
Artificial Intelligence (AI) is on its way to becoming a valuable tool for multiple business functions, accounting and finance included. During this session, panelists will discuss their views regarding how AI impacts day-to-day accounting operations, consider the ways AI can enable finance professionals to do their job with ease, and deliberate whether AI can replace the human element needed to perform certain roles. Have an AI related question for our panelists? Be sure to submit it with your registration form!
LEARNING OBJECTIVES
- Identify how AI can assist finance and accounting teams with certain daily or repetitive tasks
- Explore the advantages and disadvantages of using AI for various business operations
- Recognize that while AI is beneficial, there are some elements of the job only a finance professional can provide
DETAILS
Program level: Overview
Prerequisites: N/A
Advance preparation: None
Delivery method: Group Internet Based
Recommended CPE credit: 1 hour
Field of study: Information Technology
Presenters
Jason Parker, CPA
Stefan van Duyvendijk
Tom Kelly
Sam Hart
Abdi Ali
Rob Drover
James Dinardo
Business Operations Manager, Sovos
Thomas Callaghan
Director of Data Science, Crowe LLP
CPE Details
Who Should Attend
Accounting and finance professionals whose companies manage a medium-to-high volume of leases will benefit most from this event, along with CPAs who serve clients with a similar volume of leases.
SPONSOR STATEMENT
LeaseQuery is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org. For more information regarding administrative policies such as complaints, please contact CPEinfo@leasequery.com.
PROGRAM CANCELLATION POLICY
If a program is cancelled, LeaseQuery will notify registrants via the email address that they used to register for the program.
Thank you to our participating partners
