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Hey FQ Customers! Know a standout controller? Nominate them for the Controller
of the Year!

X
 * Home
 * The Event
 * Agenda
 * Sponsors
 * Watch On Demand




ELEVATE YOUR ACCOUNTING GAME


VIRTUAL EVENT

Watch on Demand!


THE EVENT

The enterprise finance and accounting function is changing, and traditional
roles of controllers and CFOs are evolving as a result.


AT TAKECONTROL

Elevate Your Accounting Game, FloQast will provide insights as to how accounting
and finance functions are evolving in today’s world.

Watch to learn how accounting and finance leaders will modernize their processes
to become more automated, accurate, and collaborative without disrupting core
accounting functions.


SPECIAL GUESTS

President, Finance & Operations at Coupa Software


TODD FORD

Identify and discuss how traditional finance functions are evolving into a
modern version of themselves and what that means for accounting and finance and
the new role of the controller in the new digital enterprise.

Lunch Break with Chef and Restaurateur


GUY FIERI

Join us for a virtual cooking show with one of the most authentic cooks of
today’s time! Guy will be cooking up a storm during lunch on the second day of
the conference.

CFO, Tipalti


SARAH SPOJA

Learn about digitalization and how the role of finance & accounting is changing
during this executive panel.

Advice & Awards with


PETER OLINTO

Pete Olinto, CFA, JD, CPA (inactive) and the CFA Lead Instructor will be joining
us to present the awards at the Month-End Master Awards

Chief Accounting Officer, Matterport


BRANDT KUCHARSKI

Learn about digitalization and how the role of finance & accounting is changing
during this executive panel.

Accounting Humorist


KRISTIN LOFGREN

The founder of the popular meme account @The Accounting Betch will be moderating
an all – star panel discussing the changing role of finance & accounting.


AGENDA

Day 1 Day 1
Day 2 Day 2


WINNING THE ACCOUNTING GAME: THE RISE OF OPERATIONAL ACCOUNTING

MIKE WHITMIRE

Mike Whitmire, CEO & Co-Founder, FloQast

Learn More


INTRODUCING FLOQAST OPS: EXTENDING THE POWER OF FLOQAST CLOSE TO DRIVE
ACCOUNTING OPERATIONAL EXCELLENCE

MIKE WHITMIRE

CEO & Co-Founder, FloQast

CHRIS SLUTY

CPO & Co-Founder, FloQast

Learn More


PANEL DISCUSSION: THE CHANGING GAME OF FINANCE AND ACCOUNTING

KRISTIN LOFGREN

Accounting Humorist

MIKE WHITMIRE

CEO & Co-Founder, FloQast

SARAH SPOJA

CFO, Tipalti

BRANDT KUCHARSKI

Chief Accounting Officer, Matterport

ROBERT KUGEL

Senior VP, Director of Research, Ventana Research

Learn More


THE NEW LANDSCAPE OF FINANCE AND ACCOUNTING

MIKE WHITMIRE

CEO & Co-Founder, FloQast

TODD FORD

President of Finance and Operations, Coupa Software

Learn More


A VERY SPECIAL SAXSQUATCH PERFORMANCE

SAXSQUATCH



Learn More


AUTOMATING BUSINESS PROCESSES FOR LONG-TERM SCALABILITY

TOM KELLY

Director, Product Marketing, Oracle NetSuite

Learn More


THE CHANGING FACE OF ACCOUNTS PAYABLE

ANAND MISRA

Director of Portfolio Marketing, Tipalti

SCOTT OLSEN

Director of Customer Marketing, Tipalti

GREG VECELLIO

Corporate Controller, FloQast

Learn More


OPTIMIZING THE CLOSE PROCESS: BUILDING ON YOUR FLOQAST INVESTMENT

JENNIFER GOODE

Partner, CrossCountry Consulting

BRIAN LINN

Managing Consultant, CrossCountry Consulting

Learn More


THE FLOQAST ROADMAP STRATEGY TO ACHIEVING ACCOUNTING OPERATIONAL EXCELLENCE
CUSTOMER ONLY

MIKE WHITMIRE

CEO & Co-Founder, FloQast

CHRIS SLUTY

CPO & Co-Founder, FloQast

Learn More


TIPS AND TRICKS ON MAXIMIZING YOUR NEW FLOQAST CLOSE SOLUTION
NOVICE TRACK

JACK O, BRIEN

Customer Success Manager, FloQast

ERIN COX

Customer Success Manager, FloQast

Learn More


CUSTOMER SUCCESS SESSION: SECRETS TO REDUCING THE TIME TO CLOSE
EXPERT TRACK

GARY MARK

CPA, VP, Finance and Accounting, Happiest Baby, Inc.

ASOKA JAYASINGHE

Customer Success Manager, FloQast

Learn More


HOW TO MASTER THE VIRTUAL CLOSE
NOVICE TRACK

MEGHAN SWONGER

Sr. Customer Success Manager, FloQast

KJ NEISH

Accounting Technology Consultant, FloQast

Learn More


READYING YOUR ORGANIZATION FOR IPO / SPAC
EXPERT TRACK

MIKE WHITMIRE

CEO & Co-Founder, FloQast

JIM LOUGHMILLER

Senior Managing Director, CBIZ ARC Consulting LLC

Learn More


CUSTOMER SUCCESS SESSION: SECRETS TO A SUCCESSFUL FLOQAST IMPLEMENTATION
NOVICE TRACK

MICHELLE WRIGHT

Corporate Controller, WorkForce Software

STEPHANIE TUBA

Accountant, WorkForce Software

MORGAN SAYIG

Customer Success Manager, FloQast

Learn More


FLOFORWARD ROADMAP ROUND UP
EXPERT TRACK - CUSTOMER ONLY

CHRIS SLUTY

Co-Founder and Chief Product Officer

CULLEN ZANDSTRA

Co-Founder and Chief Technology Officer

COLLEEN WANTY

Director of Product Marketing, FloQast

TRACY WONG

Director of Product Managment, FloQast

MARC REICHER

Product Manager, FloQast

Learn More


LUNCH BREAK: COOKING WITH GUY FIERI

GUY FIERI

Lunch Break: Cooking with Guy Fieri

CHRIS SLUTY

Co-Founder and Chief Product Officer

Learn More


HITCHHIKER'S GUIDE TO FLOQAST REMIND, NOW WITH CHECKLIST INTEGRATION

RICARDO MARTINEZ

Product Manager, FloQast

ALEX NORDIN

Associate Product Manager, FloQast

Learn More


HITCHHIKER'S GUIDE TO FLOQAST FLUX ANALYSIS

SANJAY ADVANI

Product Manager, FloQast

GAURAV DHAMIJA

Sales Engineer, FloQast

Learn More


HITCHHIKER'S GUIDE TO FLOQAST ANALYZE

SANJAY ADVANI

Product Manager, FloQast

DEBBIE BYRNE

Sr. Accounting Technology Consultant, FloQast

Learn More


HITCHHIKER'S GUIDE TO OPTIMIZING YOUR RECONCILIATIONS WITH AUTOREC

ARI PENA

Product Operations Manager, FloQast

MEGAN GALLAGHER

Senior Sales Engineer

Learn More


FLOQAST ACCOUNTANT AWARDS SHOW WITH PETER OLINTO

MIKE WHITMIRE

CEO & Co-Founder

PETER OLINTO

CPA, National Instructor

CHRIS SLUTY

CPO & Co-Founder

Learn More


SPONSORED BY




WATCH ON DEMAND!

Don’t miss out on the entertainment and fun!



X


SEPTEMBER 14 | 8AM 11AM 4PM


WINNING THE ACCOUNTING GAME: THE RISE OF OPERATIONAL ACCOUNTING



As all businesses become digital the speed of business begins to move at the
speed of light. This reality is placing a growing challenge on today’s finance
and accounting functions to shift their focus from the tactical to the strategic
and operational. It’s no longer your father’s accounting function, and the
modern accountant must meet these challenges head on and navigate forward.

Operational excellence is the new mandate for accounting and that means faster
answers with more certainty and better teamwork. Accounting processes can no
longer run in traditional ways and must change to meet the new business
realities. As we all know accountants have a lot on their plate, so how does a
busy accounting team adapt to the new realities without causing massive
disruption to their critical enterprise processes like the Close, FP&A,
Reporting and Compliance.

Join Mike Whitmire, CEO & Co-Founder of FloQast as he explores the impact of
increasing digitalization across the office of the CFO, the rise of operational
accounting, and how to navigate these changes without disruption.

Join this session to learn:

 1. The impact of digitalization in the office of the CFO
 2. The shift to operational accounting
 3. Managing the need to modernize without disruption
 4. Emerging skill-sets required for accounting success



MIKE WHITMIRE

Mike Whitmire, CEO & Co-Founder, FloQast

X


SEPTEMBER 14 | 9AM 12PM 5PM


INTRODUCING FLOQAST OPS: EXTENDING THE POWER OF FLOQAST CLOSE TO DRIVE
ACCOUNTING OPERATIONAL EXCELLENCE



“Controllers in the United States spend nearly 70% of their time performing
traditional tasks, such as closing the books or ensuring compliance with
accounting standards.”

– ”Stepping Outside the Box: Elevating the Role of the Controller” IMA and
Deloitte Center for the Controller 2020

Introducing FloQast Ops, a suite of Operational Workflows, that extends the
power of FloQast Close to deliver “beyond the close” connected accounting
Operations. While the Close is central to Accounting Operations, it is a waiting
game for upstream processes like AP, AR, and Tax to finish and a game of
delaying downstream processes like Compliance, FP&A, and Reporting as they wait
for information from the Close. Once you have automated the Close, these up and
downstream “beyond the close” functions are still disconnected, with limited
visibility, lack of tracking and control, and siloed communications. In this
session you will learn more about FloQast Ops and how it is one step closer to
the path of Accounting Operations excellence.

Join this session to learn:

 1. What’s next after you automate the Close
 2. How upstream and downstream operations are impacting the Close
 3. A path forward to drive connected Accounting Operations



MIKE WHITMIRE

CEO & Co-Founder, FloQast

CHRIS SLUTY

CPO & Co-Founder, FloQast

X


SEPTEMBER 14 | 10AM 1PM 6PM


PANEL DISCUSSION: THE CHANGING GAME OF FINANCE AND ACCOUNTING



Accounting and finance professionals are being asked to take on new strategic
and operational roles in guiding growth and in building the digital enterprise.
But the accelerating pace of technological change and workforce shifts are
presenting new challenges. So how can finance and accounting professionals lead
the change required without disrupting critical core processes?

Join moderator Kristin Lofgren and our all-star panel speakers consisting of
Sarah Spoja, CFO of Tipalti, Brandt Kucharski, Chief Accounting Officer of
Matterport, Robert Kugel, CFO of Ventana Research, and Mike Whitmire, CEO &
Co-Founder of FloQast, for a deep dive into a discussion on digitization and how
the role of accounting and finance is changing.

Join this session to learn:

 1. How familiar roles in accounting and finance are changing
 2. How finance and accounting leaders must change their mindsets and find
    opportunities
 3. Which technologies will have the biggest impact on the organization
 4. Which new skill sets will be needed

By shining a spotlight on digital transformation, our panelists will cover where
technology could take us, both now and in the future.



KRISTIN LOFGREN

Accounting Humorist

MIKE WHITMIRE

CEO & Co-Founder, FloQast

SARAH SPOJA

CFO, Tipalti

BRANDT KUCHARSKI

Chief Accounting Officer, Matterport

ROBERT KUGEL

Senior VP, Director of Research, Ventana Research

X


SEPTEMBER 14 | 11AM 2PM 7PM


THE NEW LANDSCAPE OF FINANCE AND ACCOUNTING



Today, successful finance and accounting professionals are responsible for much
more than financial statements and internal controls as organizations task these
departments with creating new value. Controllers and CFOs must be business and
tech savvy leaders who understand how business operations impact both financial
and non-financial decisions.

Join Todd Ford, President of Finance and Operations Coupa Software as he
explores the new roles that Controllers and CFOs are now taking on, and get
advice on expanding your role as an accounting leader. From focusing on internal
processes and transactions to becoming a leader in a new digital enterprise,
we’ll cover everything you need to know.

Join this session to learn:

 1. The macro trends impacting Finance and Accounting
 2. Key shifts taking place within operational accounting and finance
 3. How to increase your value within your organization
 4. How to integrate financial controllership into the larger business
    leadership group
 5. Resources for improving and leveraging skills in emerging technologies that
    drive results

Modern accounting and finance functions now have a growing mix of strategic and
operational responsibilities, and now is the time to empower yourself to
navigate change, get a seat at the table, and take your career to the next
level.



MIKE WHITMIRE

CEO & Co-Founder, FloQast

TODD FORD

President of Finance and Operations, Coupa Software

X


SEPTEMBER 14 | 12PM 3PM 8PM


A VERY SPECIAL SAXSQUATCH PERFORMANCE



Grab a bite to eat, sit back, and enjoy a truly unique musical performance from
everyone’s favorite bipedal urban legend, Saxsquatch!

Joining us from his lair in a deeply-wooded region somewhere in North America,
‘squatch, as he’s known to those closest to him, will deliver a set full of
jazzy renditions of your favorite tunes, and a few original numbers to boot. Be
sure to get a screencap, because your friends and colleagues are never going to
believe that you spent an hour at a virtual accounting conference watching a
multi-instrumentalist sasquatch playing cover songs!



SAXSQUATCH



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SEPTEMBER 14 | 1PM 4PM 9PM


AUTOMATING BUSINESS PROCESSES FOR LONG-TERM SCALABILITY



Conventional business processes can be time-consuming and labor-intensive,
largely due to the manual use of spreadsheets and housing data in disparate
systems. By automating core processes and utilizing a centralized solution to
house critical information, your organization can eliminate data entry errors
and reveal critical business information in real-time, empowering your finance
and accounting leaders to make better, faster decisions.

In this session, Tom Kelly, Director at Oracle NetSuite will discuss:

 * The challenges facing today’s finance and accounting teams
 * Steps to identify traditional processes and operations that can be automated
   to move toward the concept of continuous accounting
 * The benefits and application of continuous accounting
 * Refining your tech stack to build efficiencies and prepare for long-term
   growth and scalability



TOM KELLY

Director, Product Marketing, Oracle NetSuite

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SEPTEMBER 14 | 2PM 5PM 10PM


THE CHANGING FACE OF ACCOUNTS PAYABLE



Today’s increasingly competitive global environment requires businesses to
strive toward becoming best-in-class or risk falling hopelessly behind their
peers. The path toward achieving best-in-class results in accounts payable is no
secret. Accounts payable organizations must automate their processes and
streamline the entire bill-to-pay-to-reconciliation cycle. Achieving these
best-in-class results not only makes accounts payable organizations more
efficient and effective, they help transform accounts payable into a more
valuable strategic function.

In this session, you will learn how to:

 1. Transform your underlying payables productivity and cost structure with
    smart automation across your entire AP process
 2. Manage global payables operations while adding governance to regional
    entities, and automating tiresome processes that weigh you down
 3. Build resilience and position your business up for long term success with
    winning game plans to implement AP best practices and meeting compliance and
    payables requirements for a global supplier base



ANAND MISRA

Director of Portfolio Marketing, Tipalti

SCOTT OLSEN

Director of Customer Marketing, Tipalti

GREG VECELLIO

Corporate Controller, FloQast

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SEPTEMBER 14 | 3PM 6PM 11PM


OPTIMIZING THE CLOSE PROCESS: BUILDING ON YOUR FLOQAST INVESTMENT



Optimizing the financial close process often goes beyond the investment in a
close solution like FloQast, and requires a dedicated effort to align systems,
people, and processes to make the close more efficient. Part of that effort is
understanding and assessing the current state, determining the constraints that
are driving inefficiencies, and developing and executing on a plan to resolve
the constraints to achieve our future state vision.

Layer on events such as significant growth, acquisition, IPO, or company
turnover in key back office roles, and companies often lose sight of how to
accomplish a month-end close optimization initiative. Join us for this session
to hear from leaders of CrossCountry Consulting on best practices and tips for
optimizing your close process.

Join this session to learn:

 1. CrossCountry Consulting’s approach to assessing the current state of your
    close process
 2. Leveraging pain points and inefficiencies to implement solutions within your
    monthly close
 3. Best practice surrounding successful change management and ensuring employee
    buy in



JENNIFER GOODE

Partner, CrossCountry Consulting

BRIAN LINN

Managing Consultant, CrossCountry Consulting

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SEPTEMBER 15 | 8AM 11AM 4PM


THE FLOQAST ROADMAP STRATEGY TO ACHIEVING ACCOUNTING OPERATIONAL EXCELLENCE



Join us for this follow-up session to Mike Whitmire’s keynote, on how to make
operational excellence a reality in your organization. Automation, AI, RPA,
workflow, and low-code are the terms of the day. The challenge? Sorting through
the confusing array of available solutions and tools to separate the hype from
reality.

In this session, you will learn about the FloQast road map strategy to achieve
accounting operational excellence . We are accountants who have been building
accountant-first solutions for over 1,400 customers. See the future with
FloQast.

Mike Whitmire, CEO & Co-Founder, and Chris Sluty, CPO and Co-Founder, will
present the products FloQast will deliver in late 2021 and beyond. This session
will be an introduction to the interactive Roadmap Roundup later in the day.

Join this session to learn:

 1. A practical approach to get your organization on the path of operational
    excellence
 2. The pragmatic application of technology solutions to Accounting Operations
 3. How to choose the next most impactful areas to automate



MIKE WHITMIRE

CEO & Co-Founder, FloQast

CHRIS SLUTY

CPO & Co-Founder, FloQast

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SEPTEMBER 15 | 9AM 12PM 5PM


TIPS AND TRICKS ON MAXIMIZING YOUR NEW FLOQAST CLOSE SOLUTION



Wondering if you and your team are making the most out of the FloQast Close
solution? 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



JACK O, BRIEN

Customer Success Manager, FloQast

ERIN COX

Customer Success Manager, FloQast

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SEPTEMBER 15 | 9AM 12PM 5PM


CUSTOMER SUCCESS SESSION: SECRETS TO REDUCING THE TIME TO CLOSE



Happiest Baby is a VC-backed Los Angeles-based high-growth startup developing
landmark products, content, and services with a mission to help parents raise
healthy, happy children and save lives. When Gary Mark joined the company in
August 2018 as the VP of Finance and Accounting, the company’s fiscal close was
taking 30 business days and lacked the documentation and processes needed to
support an external audit. They also lacked the processes and controls needed to
ensure both the speed and accuracy of the fiscal close. In this session, Gary
will talk about the challenges he faced upon joining Happiest Baby and how he
used FloQast to reduce the fiscal close cycle by 67% to just 10 days.

Join this session to learn:

 1. The Challenges at Happiest Baby
 2. How They Implemented FloQast to overcome those challenges
 3. The outcomes they achieved.

This session is ideal for those that are looking to learn from actual customer
experiences in using FloQast to achieve accounting operational excellence.



GARY MARK

CPA, VP, Finance and Accounting, Happiest Baby, Inc.

ASOKA JAYASINGHE

Customer Success Manager, FloQast

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SEPTEMBER 15 | 10AM 1PM 6PM


HOW TO MASTER THE VIRTUAL CLOSE



Remote work is — and will be — a part of professional life moving forward. For
teams with remote or hybrid on-premise employees, implementing and maintaining
the appropriate measures to function efficiently without all being in the same
place is critical. In this session we will discuss how to optimize your
checklist, improve communication, and ensure completeness and accuracy in your
close.

3 Learning Objectives:

 1. Optimizing the Checklist to include tasks, explanations, hyperlinks and
    linked documents – to ensure accurate sign-offs, improve new hire
    onboarding, and facilitate cross training.
 2. Effectively communicating and sharing resources with your team and auditors
    through Review Notes, tracking Dependencies and assembling a complete
    document repository.
 3. Ensuring completeness and accuracy of your close by securing internal
    controls, automating notifications, and locking folders.



MEGHAN SWONGER

Sr. Customer Success Manager, FloQast

KJ NEISH

Accounting Technology Consultant, FloQast

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SEPTEMBER 15 | 10AM 1PM 6PM


READYING YOUR ORGANIZATION FOR IPO / SPAC



Market analysts have declared 2021 to be the “Year of the SPAC,” or special
purpose acquisition company, and for good reason. In the first quarter of 2021,
U.S. SPAC merger and acquisition volume was $172.3 billion, up 3,000% from the
prior year. However, while SPACs allow private companies to go public on a much
shorter timeline than a traditional IPO, they’re not for the faint of heart.

Join Jim Loughmiller, Senior Managing Director of CBIZ ARC Consulting and Mike
Whitmire, CEO and Co-Founder of FloQast, for a deep dive into the pros and cons
of SPACs vs. IPOs, trends we’re seeing in the space, and tips on how to set your
organization up for success, whichever route you take to going public.

Join this session to learn:

 * The history of SPACs and where they’re headed
 * SPACs vs. IPOs & the pros and cons of each
 * How to set your organization up for success whichever vehicle you choose

Whether you’re in the consideration phase or far along the path to going public,
we’ll help you prepare to address the unique challenges of operating as a public
company on an accelerated timeline.



MIKE WHITMIRE

CEO & Co-Founder, FloQast

JIM LOUGHMILLER

Senior Managing Director, CBIZ ARC Consulting LLC

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SEPTEMBER 15 | 11AM 2PM 7PM


CUSTOMER SUCCESS SESSION: SECRETS TO A SUCCESSFUL FLOQAST IMPLEMENTATION



WorkForce Software is a high-growth company with a globally diverse accounting
team in multiple countries and timezones, providing workforce management
solutions with integrated employee experience capabilities.

Join Corporate Controller Michelle Wright, to learn more about the
implementation of FloQast at WorkForce Software. The business challenges she
faced as a new Controller and how FloQast helped her with those challenges. She
will share key lessons on how to implement FloQast effectively.

In this session, you will discover:

 * What was the business challenge Michelle faced as a new Controller
 * How did FloQast help with that challenge
 * What are the key lessons she learned about implementing FloQast

This session is ideal for those that are considering a FloQast solution or have
newly purchased FloQast and want to learn more.



MICHELLE WRIGHT

Corporate Controller, WorkForce Software

STEPHANIE TUBA

Accountant, WorkForce Software

MORGAN SAYIG

Customer Success Manager, FloQast

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SEPTEMBER 15 | 11AM 2PM 7PM


FLOFORWARD ROADMAP ROUND UP



Throughout the year, the FloQast development team works hard to make our
platform and products better every year. Chris and Mike set the stage for the
Floqast vision, this session complements the vision with an overview of the
FloQast roadmap of the features and functions to be delivered in 2021 and
beyond.

At FloQast, our DNA is accounting and we are excited to present our coming
innovations to elevate your accounting game. Want to have a chance to make your
voice heard? Join this interactive session with Chris Sluty, Founder and Chief
Product Officer, Cullen Zandstra, Founder and Chief Technical Officer, and Tracy
Wong, the Director of Product Management and moderator Colleen Wanty, the
Director of Product Marketing to see and ask questions about the FloQast
roadmap.

Join this session to:

 1. Understand the features and functions FloQast will focus on for 2021 and
    beyond.
 2. Provide input to FloQast team about your most pressing needs across the
    Close and accounting operations.
 3. Learn about the evolution of our platform and why it is important to you.



CHRIS SLUTY

Co-Founder and Chief Product Officer

CULLEN ZANDSTRA

Co-Founder and Chief Technology Officer

COLLEEN WANTY

Director of Product Marketing, FloQast

TRACY WONG

Director of Product Managment, FloQast

MARC REICHER

Product Manager, FloQast

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SEPTEMBER 15 | 12PM 3PM 8PM


LUNCH BREAK: COOKING WITH GUY FIERI



Ever wanted to take a cooking class with world-class chef and restaurateur Guy
Fieri? You’re never going to believe this, but TakeControl 2021 is your chance
to make that happen.

Join Guy Fieri and FloQast Co-Founder and COO Chris Sluty (no slouch in the
kitchen himself) in cooking a Mayor of Flavortown-approved dish.

As we get closer to the big day, we’ll let you know what incredible dish he’ll
be whipping up, along with the ingredients you’ll need to follow along and
create your own culinary masterpiece. Stay tuned for more info!



GUY FIERI

Lunch Break: Cooking with Guy Fieri

CHRIS SLUTY

Co-Founder and Chief Product Officer

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SEPTEMBER 15 | 1PM 4PM 9PM


HITCHHIKER'S GUIDE TO FLOQAST REMIND, NOW WITH CHECKLIST INTEGRATION



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

Product Manager, FloQast

ALEX NORDIN

Associate Product Manager, FloQast

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SEPTEMBER 15 | 2PM 5PM 10PM


HITCHHIKER'S GUIDE TO FLOQAST FLUX ANALYSIS



In a perfect world, accounting teams would conduct a fluctuation analysis each
month. Too often, however, the flux analysis gets pushed to the back burner and
the strategic insight it can offer is never realized. FloQast Flux was designed
to help alleviate this pain by making it easier to report your fluctuation
analysis directly in FloQast.

In this session, FloQast experts will walk you through how to build and edit
your flux reports to show comparative balance sheet and income statement reports
just the way you need them to — helping you become more strategic in your
everyday operations. You’ll also learn how other teams are using FloQast Flux in
their operations to save time and streamline their reporting.

Join this session to learn:

 1. How to customize comparative balance sheet and income statement reports to
    better understand fluctuations in account balances
 2. How to utilize Review Notes to evidence qualitative review of material
    fluctuations.
 3. Best practices around completing a timely, accurate, and effective Flux
    Analysis.



SANJAY ADVANI

Product Manager, FloQast

GAURAV DHAMIJA

Sales Engineer, FloQast

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SEPTEMBER 15 | 3PM 6PM 11PM


HITCHHIKER'S GUIDE TO FLOQAST ANALYZE



Controllers are constantly challenged to close faster, yet rarely have
sufficient visibility to identify and remove bottlenecks. FloQast Analyze™
provides valuable insight to optimize an accounting team’s workload and maximize
process efficiency to improve future closes.

In this session, FloQast experts will walk you through how to use FloQast
Analyze to identify bottlenecks, track efficiency improvements over time and get
a handle on where you stand in the Close.

Join this session to learn:

 1. How to use FloQast Analyze to identify and manage inefficiencies in your
    Close
 2. Best practices in optimizing your Close
 3. How to get clarity on the status of your Close



SANJAY ADVANI

Product Manager, FloQast

DEBBIE BYRNE

Sr. Accounting Technology Consultant, FloQast

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SEPTEMBER 15 | 4PM 7PM 12AM


HITCHHIKER'S GUIDE TO OPTIMIZING YOUR RECONCILIATIONS WITH AUTOREC



Are you looking forward to preparing next month’s account reconciliations?
Doubtful. We did not get our degrees in accounting to become spreadsheet serfs.
FloQast AutoRec was designed to help you break free from accounting monotony by
eliminating the tedium of completing repeated, mundane tasks. Discover how
FloQast can do this for you quickly and easily by automating your standard
account reconciliations like bank accounts, clearing accounts, prepaid expenses,
and many more of the most tedious accounts in the close. Break free of the
drudgery and leverage the accounting degree you earned!

Join this session to learn:

 1. How to standardize account reconciliations using AutoRec Matching and
    Amortization
 2. Choose which AutoRec capabilities best apply to your company’s account
    reconciliations
 3. How AutoRec can improve your account reconciliations by creating a
    streamlined repeatable process that decreases the time you’re spending doing
    your current reconciliations in Excel.
 4. How to implement AutoRec for your account reconciliations today



ARI PENA

Product Operations Manager, FloQast

MEGAN GALLAGHER

Senior Sales Engineer

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SEPTEMBER 15 | 5PM 8PM 1AM


FLOQAST ACCOUNTANT AWARDS SHOW WITH PETER OLINTO



MIKE WHITMIRE

CEO & Co-Founder

PETER OLINTO

CPA, National Instructor

CHRIS SLUTY

CPO & Co-Founder

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