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Have you registered yet for TakeControl 2022? Secure your spot now to join us
and Amp Up Accounting!

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ACCOUNTING
AMPED UP


SEPTEMBER 21 - 22, 2022 | VIRTUAL EVENT

Register Now


THE EVENT

The finance accounting function is changing, and age-old priorities for
controllers and CFOs are evolving as a result. At TakeControl: Accounting Amped
Up, FloQast will provide insights into how accounting and finance functions are
evolving in today’s world — and how leaders can evolve to keep up. From the
macro-economic trends to how to prepare for the uncertain future of the economy,
expert speakers will provide valuable insights into how you can help move your
business forward. 

Join us for a two-day global conference that will help accounting and finance
leaders learn how to modernize their processes to become more automated,
accurate, and collaborative without disrupting core accounting functions.

You will also have the opportunity to earn up to 13 CPE credits!

For those in the EMEA region, you will have the opportunity to earn up to 4 CPD
credits!


SPECIAL GUESTS

September 22nd,
8am PT / 11am ET / 4pm BST
Optimist & Best-Selling Author


SIMON SINEK

Join CEO Mike Whitmire as he meets with Simon Sinek for a discussion on how
accountants can manage stress and burnout and attain their best performance.

September 21st,
6am PT / 9am ET / 2pm BST
EMEA Controller Insight Panel


ULTAN QUIRKE

Join the EMEA Controller Insight Panel session that will explore the changes
taking place in the economy, the new challenges accountants are facing, and how
accounting teams are adapting to these challenges.

September 21st,
1pm PT / 4pm ET / 9pm BST
How the Office of the CFO is Responding
to a Changing Market Environment with


MEGAN O’BRIEN

Learn from the latest research findings from Oracle NetSuite on how the Office
of CFO is responding to the latest economic challenges and macro trends
impacting finance and accounting functions, and the resulting impact on how
companies should approach financial technology investments.


AGENDA

Day 1 September 21st Sep 21st
Day 2 September 22nd Sep 22nd
Day 1 September 21st Sep 21st
Day 2 September 22nd Sep 22nd
Day 1 September 21st Sep 21st
Day 2 September 22nd Sep 22nd
Timezone
PT
ET
BST
6 am
9 am
2 pm
September 21st | 6:00am PT
September 21st | 9:00am ET
September 21st | 2:00pm BST


EMEA CONTROLLER INSIGHT PANEL
CPD SESSION

CPD Session

ADAM ZOUCHA

Managing Director, FloQast EMEA

ULTAN QUIRKE

Financial Controller, Hume Brophy

YORDAN SOTYANOV

Internal Controls and Finance Processes Lead, SumUp

MICHAEL BENNETT

Director of Accounting Projects & Systems, ForgeRock

Learn More
7 am
10 am
3 pm
September 21st | 7:00am PT
September 21st | 10:00am ET
September 21st | 3:00pm BST


HOW THE EUROPEAN OFFICE OF THE CFO IS RESPONDING TO A CHANGING MARKET
ENVIRONMENT
CPD SESSION

CPD Session

In this session, hear the latest research findings from Oracle NetSuite on how
the European Office of the CFO is responding to the latest macro trends
affecting finance and accounting functions, and the resulting impact on how
companies should approach financial technology investments.

Over 500 business leaders were surveyed to compare the outlook, concerns and
priorities of top finance executives with their peer executives and with
managers inside and outside of the finance department.

Join this session to learn:

 * The top trends and challenges impacting the Office of the CFO, including
   inflation, recession, and the great resignation
 * The primary business concerns executives are facing now and the actions
   management is taking to address them
 * The KPIs finance executives are watching closely
 * Priorities for the finance department, including financial technology to
   drive impact

MEGAN O’BRIEN

CFO Content Specialist, Oracle NetSuite

GEORGE CHANDLER

Senior Consultant, Oracle NetSuite

Learn More
8 am
11 am
4 pm
September 21st | 8:00am PT
September 21st | 11:00am ET
September 21st | 4:00pm BST


ACCOUNTING AMPED UP
CPE SESSION

CPE Session

Spending on digital transformation will reach $6.8 trillion globally by 2023.
Consequently, the promises of digital financial  transformation in greater
workflow automation, faster-smarter decision making, streamlined data, and even
a better work-life balance have yet to materialize for most. It’s taking longer
to complete the Financial Close, as limited workflow automation and ERP
misalignment continue to plague finance and accounting teams despite all of the
investment in technology. In this session, Mike Whitmire, FloQast CEO and
Co-founder, explores these challenges and identifies ways teams can ‘Amp up
Accounting’ and drive operational excellence through Close, Connect, and Control
in order to increase their financial velocity and agility to get back on track
to see the promises of digital transformation realized.

MIKE WHITMIRE

CEO & Co-Founder, FloQast

Learn More
9 am
12 pm
5 pm
September 21st | 9:00am PT
September 21st | 12:00pm ET
September 21st | 5:00pm BST


NEW SOLUTION SNEAK PEEK: FLOQAST SOX COMPLIANCE
CPE SESSION

CPE Session

FloQast SOX Compliance is an Advanced Workflow Solution offered with FloQast’s
Close solution designed for Finance and Accounting teams who want to manage
their controls program lifecycle centrally. FloQast SOX Compliance is
purpose-built to help private and public companies modernize their SOX
compliance program while reducing their total cost of compliance. With FloQast
SOX Compliance reduce the burden and cost of implementing a controls program and
the audit. 

Join Chris Sluty, CPO and Marc Reicher, Sr. Product Manager to get a sneak peek
of FloQast’s new solution and learn how:

 1. To build your controls environment in FloQast
 2. To implement continuous controls capture 
 3. To automate the Prepared By Client process

CHRIS SLUTY

CPO & Co-Founder, FloQast

MARC REICHER

Product Manager, FloQast

Learn More
10 am
1 pm
6 pm
September 21st | 10:00am PT
September 21st | 1:00pm ET
September 21st | 6:00pm BST


CONTROLLER’S INSIGHT PANEL
CPE SESSION

CPE Session

This panel discussion will explore the changes taking place in the economy, the
new challenges facing accountants as a result, and how the best accounting teams
are adapting to the challenges.

STEFAN VAN DUYVENDIJK

Accounting Operations Evangelist, FloQast

MEREDITH KREMER

VP, Corporate Controller, Jam City

EDNA GARCIA

Vice President, Controller, OnIt Labs

ASHLEY BACHAR

Controller, Greenlight Financial Technology, Inc.

Learn More
11 am
2 pm
7 pm
September 21st | 11:00am PT
September 21st | 2:00pm ET
September 21st | 7:00pm BST


EXECUTIVE DISCUSSION ON ACCOUNTING OPERATIONAL EXCELLENCE
CPE SESSION

CPE Session

JOSH WALDRON

Controller, Thumbtack

JUSTIN SMITH

Global Vice President, Customer Success, FloQast

Learn More
12 pm
3 pm
8 pm
September 21st | 12:00pm PT
September 21st | 3:00pm ET
September 21st | 8:00pm BST


THE RETURN OF SAXSQUATCH

Saxquatch returns to entertain FloQasters once again. Join Saxquatch as he takes
you down a 90’s journey.

SAXSQUATCH



Learn More
1 pm
4 pm
9 pm
September 21st | 1:00pm PT
September 21st | 4:00pm ET
September 21st | 9:00pm BST


HOW THE OFFICE OF THE CFO IS RESPONDING TO A CHANGING MARKET ENVIRONMENT
CPE SESSION

In this session, hear the latest research findings from Oracle NetSuite on how
the Office of the CFO is responding to the latest macro trends affecting finance
and accounting functions, and the resulting impact on how companies should
approach financial technology investments.

Over 500 business leaders were surveyed to compare the outlook, concerns and
priorities of top finance executives with their peer executives and with
managers inside and outside of the finance department.

Join this session to learn:

 * The top trends and challenges impacting the Office of the CFO, including
   inflation, recession, and the great resignation
 * The primary business concerns executives are facing now and the actions
   management is taking to address them
 * The KPIs finance executives are watching closely
 * Priorities for the finance department, including financial technology to
   drive impact

MEGAN O’BRIEN

CFO Content Specialist, Oracle NetSuite

MIKE SMITH

Master Industry Solution Advisor, Oracle NetSuite

Learn More
2 pm
5 pm
10 pm
September 21st | 2:00pm PT
September 21st | 5:00pm ET
September 21st | 10:00pm BST


GETTING MORE WITH LESS: FLOQAST CLOSE BEST PRACTICES FOR MAXIMIZING ACCOUNTING
TEAM EFFICIENCIES
CPE SESSION

CPE Session

Many Accounting teams are under-resourced. This session explores the tips and
tricks on how FloQast Close can enable the accounting team to do more with less.
]In this session, FloQast experts will share their tips, tricks, and best
practices to help your team to get the most of FloQast Close. This is a great
session for new and veteran FloQast users alike. We’ll reveal valuable tips like
how to increase visibility and accessibility with tags, filtering, and permanent
file storage; implement efficiency gains with grouped reconciliations, fixed
balances, and auto sign-offs; and put in place key controls like locking
folders, completeness check, and control settings. Be sure to also take
advantage of the live Q&A with our solution experts.

Join this session to learn:

 1. FloQast Close Best Practices
 2. Optimal Configurations
 3. Laying the GroundWork With Your Team
 4. File Structure Secrets

JONAH WAYTE

Accounting Success Manager, FloQast

NITI PATEL

Senior Accounting Technology Consultant, FloQast

Learn More
3 pm
6 pm
11 pm
September 21st | 3:00pm PT
September 21st | 6:00pm ET
September 21st | 11:00pm BST


CUSTOMER PANEL: USING FLOQAST OPS TO DRIVE MORE EFFICIENCY AND ACCURACY INTO THE
FINANCIAL CLOSE AND BEYOND
CPE SESSION

CPE Session

Across record to report, many Finance and Accounting functions remain
disconnected with a mix of waiting for information, manual data manipulation,
and holding countless status update meetings. These delays and manual work leave
two thirds of Finance and Accounting teams feeling they are challenged to
deliver timely and accurate financial information. FloQast Ops is a workflow
manager that extends the power of FloQast Close to help controllers and their
teams streamline accounting operations. Want to improve or build out best
practices on your team?  FloQast Ops features downloadable best practice
checklists that reflect the practices of hundreds of Finance and Accounting
teams to better manage payroll processing, accounts payable, commissions,
planning, taxes, PBC and even SEC and Financial Reporting.  

Join Tracy Wong, Sr. Director of Product Management at FloQast as she speaks
with Twilio and Cornerstone OnDemand about how they used FloQast Ops to:

 1. Gain control over accounting operations upstream and downstream to the
    Financial Close
 2. Use FloQast Ops to enhance visibility, automation, collaboration, and
    documentation across the record to report landscape
 3. Use the FloQast Ops best practices checklists as a starting point for
    improved operations

TRACY WONG

Sr. Director of Product Management, FloQast

JASON ANDREWS

Senior Accounting Manager, TWILIO

BRIANNE HARRIS

Sr. Accounting Manager, Cornerstone OnDemand

Learn More
4 pm
7 pm
12 am
September 21st | 4:00pm PT
September 21st | 7:00pm ET
September 22nd | 12:00am BST


AUTOMATE THE ASK WITH REMIND
CPE SESSION

CPE Session

How much time does your accounting team spend crafting and sending requests for
information each month? According to FloQast user data, a typical accounting
team can generate over 300 requests for tasks and information across 100
different individuals, resulting in more than 2,000 additional email exchanges.
Wouldn’t it be nice if your team didn’t have to cut, copy, paste all of those
requests?

FloQast ReMind is a request management workflow add-on to the FloQast Close
solution. FloQast ReMind automates manual tasks and delivers new levels of
visibility across the close process, enables a manage-by-exception approach,
accelerates the time-to-close, and allows teams to focus on more important
tasks. Now integrated with the FloQast Close checklist, come check out the
latest version of ReMind and see how your team can use it.

Join this session to:

 1. Understand how request management is slowing down the Close
 2. Learn the key use cases for ReMind
 3. See the new checklist integration in action

RICARDO MARTINEZ

Senior Product Manager, FloQast

ASOKA JAYASINGHE

Accounting Success Manager I, FloQast

SHAWN HYSKA

Assistant Controller, HumanGood

Learn More
6 am
9 am
2 pm
September 22nd | 6:00am PT
September 22nd | 9:00am ET
September 22nd | 2:00pm BST


USING FLOQAST OPS TO DRIVE MORE EFFICIENCY AND ACCURACY INTO THE FINANCIAL CLOSE
AND BEYOND
CPD SESSION

CPD Session

TRACY WONG

Sr. Director of Product Management, FloQast

JASON ANDREWS

Senior Accounting Manager, TWILIO

BRIANNE HARRIS

Sr. Accounting Manager, Cornerstone OnDemand

Learn More
7 am
10 am
3 pm
September 22nd | 7:00am PT
September 22nd | 10:00am ET
September 22nd | 3:00pm BST


DO MORE WITH LESS: MAXIMIZING YOUR FINANCE TECHNOLOGY INVESTMENT [EMEA]
CPD SESSION

CPD Session

As the market environment potentially becomes more challenging, hiring could be
further delayed and already under-resourced accounting teams could find
themselves in even more challenging environments. Automation of financial and
accounting workflows combined with improved task transparency and better
collaboration across finance and accounting teams will go a long way in reducing
the stress associated with tighter deadlines and in keeping top talent in place.

Join this session to:

 * Understand the current macroeconomic and industry trends impacting finance
   and accounting teams
 * Learn how your finance teams can best maximize their financial technology
   investment
 * Define KPIs to measure technology utilization and impact

ROB ISRACH

GM Europe and Global CMO, Tipalti

HUGH O'NEILL

Senior Sales Engineer, FloQast

Learn More
8 am
11 am
4 pm
September 22nd | 8:00am PT
September 22nd | 11:00am ET
September 22nd | 4:00pm BST


SIMON SINEK KEYNOTE

Join CEO Mike Whitmire as he meets with Simon Sinek for a discussion on how
accountants can manage stress and burnout to attain their best performance.

SIMON SINEK

Optimist & Best-Selling Author

MIKE WHITMIRE

CEO & Co-Founder, FloQast

Learn More
9 am
12 pm
5 pm
September 22nd | 9:00am PT
September 22nd | 12:00pm ET
September 22nd | 5:00pm BST


FLOFORWARD ROADMAP ROUNDUP

This session will explore the development of the FloQast Operational Accounting
Platform and the new directions the company is taking to continue its
development of the worlds best accounting solutions.

CHRIS SLUTY

CPO & Co-Founder, FloQast

CULLEN ZANDSTRA

CTO & Co-Founder, FloQast

TRACY WONG

Sr. Director of Product Management, FloQast

HUNTER KOON

Associate Product Manager, FloQast

JEFF KINGERY

Director, Product Management, FloQast

Learn More
10 am
1 pm
6 pm
September 22nd | 10:00am PT
September 22nd | 1:00pm ET
September 22nd | 6:00pm BST


DO MORE WITH LESS: MAXIMIZING YOUR FINANCE TECHNOLOGY INVESTMENT
CPE SESSION

CPE Session

As the market environment potentially becomes more challenging, hiring could be
further delayed and already under-resourced accounting teams could find
themselves in even more challenging environments. Automation of financial and
accounting workflows combined with improved task transparency and better
collaboration across finance and accounting teams will go a long way in reducing
the stress associated with tighter deadlines and in keeping top talent in place.

Join this session to:

 * Understand the current macroeconomic and industry trends impacting finance
   and accounting teams
 * Learn how your finance teams can best maximize their financial technology
   investment
 * Define KPIs to measure technology utilization and impact

PAUL HENDERSON

Chief Accounting Officer, Tipalti

JEFF PHILLIPS

CEO, Padgett Business Services, Co-Founder, Accountingfly

GREG VECELLIO

Controller, FloQast

Learn More
11 am
2 pm
7 pm
September 22nd | 11:00am PT
September 22nd | 2:00pm ET
September 22nd | 7:00pm BST


CUSTOMER SUCCESS STORY - LATTICE



JASON LOPEZ

Controller, Lattice

SHIVA MAGGARD

Account Manager, FloQast

12 pm
3 pm
8 pm
September 22nd | 12:00pm PT
September 22nd | 3:00pm ET
September 22nd | 8:00pm BST


FLOQAST OPERATIONAL EXCELLENCE CUSTOMER AWARDS

Join Mike Whitmire, and Chris Sluty In the 2nd annual presentation of the
FloQast Operational Excellence customer awards to honor the best accounting
teams in the industry.

MIKE WHITMIRE

CEO & Co-Founder, FloQast

CHRIS SLUTY

CPO & Co-Founder, FloQast

Learn More
1 pm
4 pm
9 pm
September 22nd | 1:00pm PT
September 22nd | 4:00pm ET
September 22nd | 9:00pm BST


HOW TO OPTIMIZE YOUR SOX CONTROLS WITH TECHNOLOGY TO REDUCE COSTS AND RISK
CPE SESSION

CPE Session

SOX compliance costs – both time and money – continue to be high due to the
regulatory pressure on external audit firms. With that, a focus on optimizing
SOX controls remains at the top of the Controller’s priority list to lessen the
burden on the Accounting and Financial Reporting team and throughout the
organization. Learn how to maximize FloQast and other technologies to accelerate
the Close Process and minimize the time related to executing and evidencing the
Close controls for SOX compliance.

Join this session to:

 * Learn how to maximize FloQast and other technologies to accelerate the Close
   Process
 * Understand how to minimize the time related to executing and evidencing the
   Close controls for SOX compliance
 * Discover internal controls companies should consider as a part of their
   remote or hybrid work environment

STEVE COPPOLINO

Director, CrossCountry Consulting

JEANNA BURT

Associate Director, CrossCountry Consulting

JIM LAPPIN

Managing Consultant – Risk & Compliance, CrossCountry Consulting

Learn More
2 pm
5 pm
10 pm
September 22nd | 2:00pm PT
September 22nd | 5:00pm ET
September 22nd | 10:00pm BST


HOW TO ACHIEVE ACCOUNTING MATERIAL IMPACT
CPE SESSION

CPE Session

Are you maximizing your accounting performance? In this session we will dive
into the latest FloQast Customer outcomes research and review the outcomes that
the best accounting teams are getting and the secrets to attain them.

JUSTIN SMITH

Global Vice President, Customer Success, FloQast

Learn More
3 pm
6 pm
11 pm
September 22nd | 3:00pm PT
September 22nd | 6:00pm ET
September 22nd | 11:00pm BST


UNLEASH THE POWER OF YOUR ERP FOR GREATER FINANCIAL VELOCITY, ACCURACY AND ROI
CPE SESSION

CPE Session

Even with a robust ERP in place…they can’t do it all. Over half of Accounting
teams report that the Financial Close is in desperate need of modernization. And
85% report having to reopen the books at least once in the last year to fix
errors. Join Shivang Patel, Senior Director, Growth Markets to understand how 
accountants have an opportunity to optimize their Dynamics ERP investment while
increasing financial velocity and accuracy. It starts with automating the
financial close and effectively leveraging the entire Microsoft suite from
Dynamics ERPs, Excel and Teams to cloud storage like OneDrive. At FloQast, our
philosophy is to meet accountants where they work by providing centralization,
standardization, and workflow automation across the suite of Microsoft solutions
used by accountants today. 

SHIVANG PATEL

Senior Director, Growth Markets, FloQast

Learn More
4 pm
7 pm
12 am
September 22nd | 4:00pm PT
September 22nd | 7:00pm ET
September 23rd | 12:00am BST


FLOQAST RECONCILIATION MANAGEMENT: ALL RECONCILIATIONS ARE NOT EQUAL
CPE SESSION

CPE Session

More than half of all accountants report that they are still using manual
methods to support their account reconciliation processes, leading to increased
errors, delayed Financial Close, and a growing workload burden that adds even
more stress to an already busy accounting team.

As accountants ourselves, we know that not all reconciliations are created
equal. That’s why we put together a webinar to share best practices for managing
the end-to-end reconciliation process, from strategy and execution to audit
readiness. Our customers who used FloQast Reconciliation Management combined
with FloQast Close experienced a 31% reduction in the time to perform
reconciliations.

Join FloQast product experts and learn more about:

 1. Standardizing the reconciliation strategy and process to manage risk
 2. Choosing the most effective reconciliation method
 3. Tracking reconciliations that don’t tie out 
 4. Collaborating and managing reconciliations to a faster close
 5. Gaining greater audit readiness with capture at-the-source controls and
    documentation

We will also cover the FloQast Reconciliation Management Solution, including our
new Reconciling Items feature, which allows accountants to track timing or
unknown errors and ensure that all reconciling items are recorded, tracked, and
managed in one place.

ARI PENA

Product Manager, FloQast

ERIN COX

Customer Success Enablement Manager, FloQast

Learn More


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