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 * What to Expect
 * Special Guests
 * Agenda
 * Sponsors
 * Register

 * Register

 * What to Expect
 * Special Guests
 * Agenda
 * Sponsors
 * Register

 * Register


CHARTING THE FUTURE OF ACCOUNTING


SEPTEMBER 13 - 14 | FREE VIRTUAL EVENT

Register

1,800+

ATTENDEES

10+

SPEAKERS

13+

HOURS OF CONTENT

15+

CPE CREDITS


WHAT TO EXPECT AT TAKECONTROL


 * DEEP DIVE INTO KEY FINANCE & ACCOUNTING TRENDS
   
   Finance and Accounting continues to change with breathtaking speed, facing
   challenging economic conditions, growing business uncertainty, rapid
   technology evolution and an ongoing battle to find and maintain talent. Join
   the FloQast team, partners, industry experts, and customer community to Chart
   the Future of Accounting with an agenda designed to inspire, energize, and
   cover the latest trends.


 * LEARN ABOUT CURRENT FLOQAST SOLUTIONS AND WHAT’S COMING SOON
   
   Hear from FloQast customers and product experts on how to transform
   accounting operations with FloQast solutions available today, and what’s next
   for the future.


 * CONNECT WITH PRODUCT EXPERTS AT THE VIRTUAL GENIUS BAR
   
   Connect with FloQast product experts at our virtual Genius Bar where you can
   get your specific questions answered.


 * FREE CPE + CPD CREDITS
   
   Earn up to 16 CPE and 3 CPD credits by attending TakeControl's sessions.

Register



SPECIAL GUESTS

September 13th, 11am PT / 2pm ET


MATT WILPERS

Peloton Instructor and Training Specialist

Join us for a lively panel discussion with our featured guest, Matt Wilpers,
former CPA and Peloton Instructor, and Mike Whitmire, CEO & Co-Founder of
FloQast, as they explore the inspiration that drove them to their passions and
how to achieve optimal performance.

September 13th, 8am PT / 11am ET


MIKE WHITMIRE

CEO & Co-Founder

The CEO Keynote will dive deep into the significant changes the accounting
profession is facing, and how the emergence of new technologies, like Generative
AI, will impact the industry.

September 14th, 2pm PT / 5pm ET


KELLY RICHMOND POPE

Author, Education Innovator & Forensic Accounting Expert

FloQast is excited to announce the launch of FloQademy, an online learning
portal that provides free CPE! Get a peek at the next generation of CPE content
for accountants, featuring renowned forensic accounting expert Kelly Richmond
Pope. Join this session for a chance to win a free copy of her book, Fool Me
Once: Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry.

Register


AGENDA

Please note that once you register for TakeControl, you will automatically be
registered for all sessions.




TIMEZONE

 * PT
 * ET
 * GMT

 * DAY 1 September 13th
 * DAY 2 September 14th

 * DAY 1 September 13th
 * DAY 2 September 14th

 * DAY 1 September 13th
 * DAY 2 September 14th

06:00 am - 06:45 am


THE CFO OUTLOOK: TOP FINANCE AND ACCOUNTING TRENDS FOR EMEA IN 2023

CPD / CPE Session

MEGAN O’BRIEN

Business & Finance Editor at Oracle NetSuite

GEORGE CHANDLER

Senior Consultant, Oracle NetSuite
Learn More
06:00 am - 06:45 am


THE CFO OUTLOOK: TOP FINANCE AND ACCOUNTING TRENDS FOR EMEA IN 2023

CPD / CPE Session

Join us as NetSuite discusses how the Office of the CFO is responding to current
economic challenges and macro trends impacting finance and accounting functions.
We will discuss CFOs’ top concerns, priorities and spending for the rest of
2023.

Learning Objectives:

 * Reviewing NetSuite’s latest research findings on the Office of the CFO’s
   response to current challenges and trends.
 * Defining finance leaders’ top concerns and priorities in 2023 and beyond.
 * Discussing the impact of these concerns and priorities on technology
   investment and optimization.

MEGAN O’BRIEN

Business & Finance Editor at Oracle NetSuite

GEORGE CHANDLER

Senior Consultant, Oracle NetSuite
07:00 am - 07:45 am


HARNESSING OPERATIONAL EXCELLENCE: CUSTOMER’S INSIGHTS PANEL

CPD / CPE Session

STEFAN VAN DUYVENDIJK

Accounting Evangelist, FloQast

ANDY PFERTNER

Controller, JustAnswer

MARTIN DALSKOV

Sr. Accounting Manager, Podimo

CHARLIE GINGELL

Head of Finance, Copper.co

ROSEMARIE FLORE

VP Controller, Verint Systems
Learn More
07:00 am - 07:45 am


HARNESSING OPERATIONAL EXCELLENCE: CUSTOMER’S INSIGHTS PANEL

CPD / 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.

Join this session to learn:

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

STEFAN VAN DUYVENDIJK

Accounting Evangelist, FloQast

ANDY PFERTNER

Controller, JustAnswer

MARTIN DALSKOV

Sr. Accounting Manager, Podimo

CHARLIE GINGELL

Head of Finance, Copper.co

ROSEMARIE FLORE

VP Controller, Verint Systems
08:00 am - 08:45 am


CHARTING THE FUTURE OF ACCOUNTING

CPE Session

MIKE WHITMIRE

CEO & Co Founder, FloQast
Learn More
08:00 am - 08:45 am


CHARTING THE FUTURE OF ACCOUNTING

CPE Session

The accounting profession faces significant changes as fewer people enter
accounting and more are moving out of accounting. At the same time, the need for
greater automation and the emergence of new technologies, like Generative AI,
will fundamentally change how accounting is performed. What will these forces of
change mean to accountants, and how will they need to navigate this new and
emerging reality? To succeed in this changing landscape, accountants must adapt
and develop a broader skill set, including data analytics, strategic thinking,
and effective communication.

Learning Objectives:

 * Understand the evolving role of accountants and the skills required for
   success in the future accounting landscape.
 * Explore the impact of emerging technologies, such as AI and automation, on
   accounting processes and decision-making.
 * Develop strategic thinking and communication skills to effectively contribute
   as a trusted advisor and strategic partner in organizations

MIKE WHITMIRE

CEO & Co Founder, FloQast
09:00 am - 09:45 am


CHARTING THE FUTURE OF GENERATIVE AI IN FINANCE AND ACCOUNTING: SEPARATING THE
HYPE FROM REALITY

CPE Session

STEFAN VAN DUYVENDIJK

Accounting Evangelist, FloQast

CULLEN ZANDSTRA

CTO & Co-Founder, FloQast

CHRIS SLUTY

CPO & Co-Founder, FloQast

JOSH SCOTT

Senior Strategic Product Manager, FloQast
Learn More
09:00 am - 09:45 am


CHARTING THE FUTURE OF GENERATIVE AI IN FINANCE AND ACCOUNTING: SEPARATING THE
HYPE FROM REALITY

CPE Session

The future of the accounting role and function is significantly influenced by
advancements in artificial intelligence (AI) technology. As AI continues to
evolve and become more sophisticated, it is reshaping various aspects of the
profession. This panel discussion will explore the integration of AI in
accounting, the hype, the opportunities and challenges, and a real-world look
into FloQast’s use of Generative AI in its solution portfolio.

Learning Objectives

 * Understand the impact of AI on the accounting profession and its potential
   for automating routine tasks, improving data analysis, and transforming
   decision-making processes.
 * Identify opportunities for leveraging AI in accounting to enhance efficiency,
   accuracy, and strategic decision-making.
 * Develop the skills required in an AI-driven accounting landscape, including
   data analytics, critical thinking, and strategic advisory abilities.

STEFAN VAN DUYVENDIJK

Accounting Evangelist, FloQast

CULLEN ZANDSTRA

CTO & Co-Founder, FloQast

CHRIS SLUTY

CPO & Co-Founder, FloQast

JOSH SCOTT

Senior Strategic Product Manager, FloQast
10:00 am - 10:45 am


HARNESSING OPERATIONAL EXCELLENCE: CUSTOMER’S INSIGHTS PANEL

CPE Session

STEFAN VAN DUYVENDIJK

Accounting Evangelist, FloQast

ANDY PFERTNER

Controller, JustAnswer

MARTIN DALSKOV

Sr. Accounting Manager, Podimo

CHARLIE GINGELL

Head of Finance, Copper.co

ROSEMARIE FLORE

VP Controller, Verint Systems
Learn More
10:00 am - 10:45 am


HARNESSING OPERATIONAL EXCELLENCE: CUSTOMER’S INSIGHTS PANEL

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.

Join this session to learn:

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

STEFAN VAN DUYVENDIJK

Accounting Evangelist, FloQast

ANDY PFERTNER

Controller, JustAnswer

MARTIN DALSKOV

Sr. Accounting Manager, Podimo

CHARLIE GINGELL

Head of Finance, Copper.co

ROSEMARIE FLORE

VP Controller, Verint Systems
11:00 am - 11:45 am


PURSUING YOUR PASSION WITH MATT WILPERS

MIKE WHITMIRE

CEO & Co Founder, FloQast

MATT WILPERS

Former CPA & Peloton Instructor
Learn More
11:00 am - 11:45 am


PURSUING YOUR PASSION WITH MATT WILPERS

Join us for a lively panel discussion with our featured guest, Matt Wilpers,
former CPA and Peloton Instructor, and Mike Whitmire, CEO & Co-Founder of
FloQast, as they explore the inspiration that drove them to their passions and
how to achieve optimal performance.

MIKE WHITMIRE

CEO & Co Founder, FloQast

MATT WILPERS

Former CPA & Peloton Instructor
12:00 pm - 01:00 pm


A VERY SPECIAL CONCERT WITH PUDDLES PITY PARTY

PUDDLES PITY PARTY

Learn More
12:00 pm - 01:00 pm


A VERY SPECIAL CONCERT WITH PUDDLES PITY PARTY

Take a lunch break with Puddles Pity Party! You won’t want to miss his exclusive
FloQast set!

PUDDLES PITY PARTY

01:00 pm - 01:45 pm


THE CFO OUTLOOK: TOP FINANCE AND ACCOUNTING TRENDS FOR 2023

CPE Session

MEGAN O’BRIEN

Business & Finance Editor at Oracle NetSuite

GARY MEISNER

Principal Value Management Consultant, Oracle NetSuite
Learn More
01:00 pm - 01:45 pm


THE CFO OUTLOOK: TOP FINANCE AND ACCOUNTING TRENDS FOR 2023

CPE Session

Join NetSuite for a discussion on how the Office of the CFO is responding to
current economic challenges and macro trends impacting finance and accounting
functions. We will discuss CFOs’ top concerns, priorities and spending for the
rest of 2023.

Learning Objectives:

 * Reviewing NetSuite’s latest research findings on the Office of the CFO’s
   response to current challenges and trends.
 * Defining finance leaders’ top concerns and priorities in 2023 and beyond.
 * Discussing the impact of these concerns and priorities on technology
   investment and optimization.

MEGAN O’BRIEN

Business & Finance Editor at Oracle NetSuite

GARY MEISNER

Principal Value Management Consultant, Oracle NetSuite
02:00 pm - 02:45 pm


THE JOURNEY TO YOUR BEST VALUATION

CPE Session

CRAIG CLAY

President, Donnelley Financial Solutions

MIKE WHITMIRE

CEO & Co Founder, FloQast
Learn More
02:00 pm - 02:45 pm


THE JOURNEY TO YOUR BEST VALUATION

CPE Session

Join this compelling discussion to learn how financial technology and reporting
drives efficiency, readiness and opportunity for both private and public
markets. In this panel, Craig Clay will lead a discussion on best practices
around mitigating risk, positioning your organization and maximizing investment
lifecycles.

Learning Objectives:

 * Gain insights into the current regulatory environment and other marketplace
   trends, including current trends to organizational liquidity.
 * Discover how process and technology investments can help ensure organizations
   can support the rigors of public company reporting.
 * Review tangible best practices to apply to maximize your organization’s
   investment lifecycle.

CRAIG CLAY

President, Donnelley Financial Solutions

MIKE WHITMIRE

CEO & Co Founder, FloQast
03:00 pm - 03:45 pm


UNLOCK THE FULL POTENTIAL OF YOUR FINTECH ECOSYSTEM WITH FLOQAST

CPE Session

JEFF WORD

Senior Strategic Product Marketing Manager, ERP, FloQast

SHIVANG PATEL

Sr. Director, Growth Markets, FloQast

RICARDO MARTINEZ

Sr. Product Manager, FloQast
Learn More
03:00 pm - 03:45 pm


UNLOCK THE FULL POTENTIAL OF YOUR FINTECH ECOSYSTEM WITH FLOQAST

CPE Session

Connecting the FloQast Accounting Operations Platform to your ERP, cloud
storage, collaboration and other productivity tools can significantly accelerate
your accounting operations and increase return on investment (ROI) for your
Finance technology landscape. Leveraging FloQast’s out-of-the-box enterprise
integration and Advanced Workflow Solutions, organizations can accelerate
financial close cycles, streamline compliance and enhance operational
performance – ultimately leading to faster, more efficient finance operations,
lower risk, audit readiness and improved financial performance. Learn more about
how FloQast utilizes ERP data to help teams transform and modernize their
accounting operations. See FloQast’s newest certified integration with SAP’s S4
HANA in action.

 * Understand the benefits of integrating FloQast with your ERP, cloud storage,
   collaboration and productivity tools.
 * Explore implementation considerations and best practices for successful
   integration and workflow optimization.
 * Learn how to leverage your entire Fintech investment with the FloQast
   Accounting Operations Platform to drive operational excellence and user
   adoption.

JEFF WORD

Senior Strategic Product Marketing Manager, ERP, FloQast

SHIVANG PATEL

Sr. Director, Growth Markets, FloQast

RICARDO MARTINEZ

Sr. Product Manager, FloQast
07:00 am - 07:45 am


HOW TO BUILD AN ESG ROADMAP FOR EUROPEAN FINANCE & ACCOUNTING

CPD / CPE Session

EVA RENNER

Senior ESG Expert, LucaNet AG

HUGH O’NEILL

Senior Sales Engineer, FloQast
Learn More
07:00 am - 07:45 am


HOW TO BUILD AN ESG ROADMAP FOR EUROPEAN FINANCE & ACCOUNTING

CPD / CPE Session

The introduction of the CSRD reflects the new culture of ESG reporting which
will require organisations to adapt quickly to new compliance challenges and
even make changes to the way they do business. Teams that implement ESG
framework early will give their companies a competitive advantage over other
companies not through product but through reporting.

Join our webinar to find out more about:

 * What does CRSD involve and what are the key points of the directive
 * Who will be affected and what are the deadlines
 * How to create a framework for ESG
 * How to use technology to your advantage for ESG reporting

EVA RENNER

Senior ESG Expert, LucaNet AG

HUGH O’NEILL

Senior Sales Engineer, FloQast
08:00 am - 08:45 am


CUSTOMERS ONLY: FLOQAST ROADMAP ROUNDUP

CPE Session

CHRIS SLUTY

CPO & Co-Founder, FloQast

TRACY WONG

Senior Director, Product Management, FloQast

JEFF KINGERY

Director, Product Management, FloQast

WILL GUARDADO

Product Manager III, FloQast
Learn More
08:00 am - 08:45 am


CUSTOMERS ONLY: FLOQAST ROADMAP ROUNDUP

CPE Session

In this session, FloQast unveils a sneak peek into coming innovative solutions,
features and enhancements to the FloQast Accounting Operations Platform.

 * Gain insights into FloQast’s product roadmap
 * Understand who will benefit from the range of new solutions, features and
   enhancements.
 * Learn about performance enhancements and their impact on optimizing
   accounting processes within FloQast.

CHRIS SLUTY

CPO & Co-Founder, FloQast

TRACY WONG

Senior Director, Product Management, FloQast

JEFF KINGERY

Director, Product Management, FloQast

WILL GUARDADO

Product Manager III, FloQast
09:00 am - 09:45 am


HOW TO ACHIEVE AUDIT READY COMPLIANCE

CPE Session

JULIE LEV

Senior Manager, Product Marketing, FloQast

MARC REICHER

Senior Manager, Product, FloQast

CHRISTINA KANG

Sr. Director Finance, Head of Internal Audit, Veracyte
Learn More
09:00 am - 09:45 am


HOW TO ACHIEVE AUDIT READY COMPLIANCE

CPE Session

The compliance burden is growing for all companies. In a recent 2023 FloQast
survey of over 350 accounting professionals, only 26% of the respondents believe
their existing compliance and controls management processes add significant
value to their organization. Learn how Compliance can be made more efficient and
streamlined through integration of compliance into core business processes like
the Financial Close to minimize risk and reduce your program’s cost, effort, and
complexity. Go in-depth on FloQast’s latest product, FloQast Compliance
Management, and learn about its inception, continued innovation, and newest
features.

 * Understand how continuous controls management increases visibility into
   control ownership and accountability, so you can build stronger controls,
   identify issues faster, and mitigate risks long before audit discovery.
 * Learn how to reduce your audit burden and ensure audit evidence is always
   complete, accurate, and current, reducing the time and effort needed for
   audit preparation and automating your PBC process for better transparency,
   collaboration, and assurance.
 * Learn how to build and manage the entire controls lifecycle, including
   testing, for real-time control updates and visibility into testing status and
   control effectiveness for continuous controls optimization.

JULIE LEV

Senior Manager, Product Marketing, FloQast

MARC REICHER

Senior Manager, Product, FloQast

CHRISTINA KANG

Sr. Director Finance, Head of Internal Audit, Veracyte
10:00 am - 10:45 am


CUSTOMER SUCCESS CASE STUDY

CPE Session

CHRIS SLUTY

CPO & Co-Founder, FloQast

RYAN HARMER

VP of Accounting and Corporate Controller, Cricut

SCOTT CHRISTENSEN

Senior Director of Accounting, Cricut

BRYAN KANT

Director of Internal Audit, Cricut
Learn More
10:00 am - 10:45 am


CUSTOMER SUCCESS CASE STUDY

CPE Session

In this session, we will hear from the Cricut team and how they successfully
transformed the financial close process using FloQast’s Accounting Operations
Platform. Join this session to discover how they drove functional agility with
greater speed, accuracy, control and audit-readiness across the global Finance
team.

Key Takeaways:

 * Accelerating the Close: Learn how FloQast’s collaborative features
   streamlines the financial close process, reducing time and effort required
   for reconciliation and review tasks.
 * Enhancing Accuracy and Compliance: Explore how FloQast’s automation
   capabilities and centralized documentation improved data accuracy, ensured
   regulatory compliance, and facilitated audit readiness.
 * Boosting Team Collaboration: Discover how Verint leveraged FloQast’s
   real-time collaboration tools to foster cross-functional teamwork, improving
   communication, and increasing overall productivity during the close cycle.

Join us to gain valuable insights and practical tips on leveraging FloQast to
optimize your financial close process, compliance program, improve operations,
and empower your team to drive exceptional results.

CHRIS SLUTY

CPO & Co-Founder, FloQast

RYAN HARMER

VP of Accounting and Corporate Controller, Cricut

SCOTT CHRISTENSEN

Senior Director of Accounting, Cricut

BRYAN KANT

Director of Internal Audit, Cricut
11:00 am - 11:45 am


ELEVATE YOUR CLOSE AND RECONCILIATIONS WITH THE LATEST ENHANCEMENTS FROM FLOQAST

CPE Session

JAYSEN DYAL

Product Marketing Manager, FloQast

MEGAN GALLAGHER

Senior Manager, Sales Engineering, FloQast
Learn More
11:00 am - 11:45 am


ELEVATE YOUR CLOSE AND RECONCILIATIONS WITH THE LATEST ENHANCEMENTS FROM FLOQAST

CPE Session

Join this session if you are new to FloQast or if you are a current customer.
Learn more about our flagship FloQast Close and Reconciliation Management
solutions today and the exciting new features coming soon, like our new Bank
Reconciliations feature.

This session will cover how implementing FloQast Close can help teams automate
the close and reconciliation, improve collaboration within and outside the
accounting team, gain real-time visibility into financial data and workflow
status, and create a centralized repository for documentation to maintain a
single source of truth. With FloQast, organizations can modernize their
financial operations, increase efficiency to become more strategic, increase
audit readiness, and drive better decision-making backed by accurate and timely
financial data. Come to this session to:

 * Understand the benefits of modernizing the Close and Reconciliations,
   including our product experts’ best practices and tips and tricks.
 * Learn how we continue to innovate the Financial Close and Reconciliations
   with new enhancements.
 * Get a sneak peek of our Bank Reconciliations enhancement to AutoRec, allowing
   teams to get an automated feed of bank transactions and more efficiently
   match those transactions to your ERP data.

JAYSEN DYAL

Product Marketing Manager, FloQast

MEGAN GALLAGHER

Senior Manager, Sales Engineering, FloQast
12:00 pm - 12:45 pm


THE 3RD ANNUAL FLOQAST OPERATIONAL EXCELLENCE ACCOUNTING AWARDS

MIKE WHITMIRE

CEO & Co Founder, FloQast

CHRIS SLUTY

CPO & Co-Founder, FloQast
Learn More
12:00 pm - 12:45 pm


THE 3RD ANNUAL FLOQAST OPERATIONAL EXCELLENCE ACCOUNTING AWARDS

Join Mike Whitmire, and Chris Sluty in the 3rd annual presentation of the
FloQast Operational Excellence Customer Awards to honor the best accounting
teams in the industry.

Know someone with a success story and want to nominate them? Click here to learn
more and how you can nominate your peers.

MIKE WHITMIRE

CEO & Co Founder, FloQast

CHRIS SLUTY

CPO & Co-Founder, FloQast
01:00 pm - 01:45 pm


ACHIEVING OPTIMAL ACCOUNTING AGILITY WITH FLOQAST VARIANCE ANALYSIS

CPE Session

JAYSEN DYAL

Product Marketing Manager, FloQast

HUNTER KOON

Product Manager I, FloQast

KEVIN WILLIAMS

Sales Engineering Manager, FloQast
Learn More
01:00 pm - 01:45 pm


ACHIEVING OPTIMAL ACCOUNTING AGILITY WITH FLOQAST VARIANCE ANALYSIS

CPE Session

Accounting and FP&A teams need to be more integrated than ever. Organizations
now look to Accounting teams not only to close the books but also to tell the
story of operational results through variance analysis, which includes flux
analysis and budget vs. actuals. To perform deeper analyses and deliver a more
robust forecast, FP&A teams need thorough variance analysis. A study by AICPA
found that variance analysis is a crucial component of effective budgeting and
planning and is essential for identifying areas to achieve cost savings. This
transformation means Controllers and their teams must add new tools to work
cross-functionally with FP&A teams, develop additional skills, and rely on
better processes and technology to support a successful handoff.

Join this session for an insightful discussion on streamlining the variance
analysis workflow and a showcase of FloQast’s new capabilities in Variance
Analysis, a tool utilized by over 1,000 customers.

Learning Objectives:

 * The importance of performing variance analysis during the Close to improve
   financial performance and mitigate fraud risks
 * The distinction between performing reconciliations and variance analysis
   during a Close
 * The role of technology to enable the integration between Accounting and FP&A
   teams

JAYSEN DYAL

Product Marketing Manager, FloQast

HUNTER KOON

Product Manager I, FloQast

KEVIN WILLIAMS

Sales Engineering Manager, FloQast
02:00 pm - 02:45 pm


FLOQADEMY AND FELONS: A FORENSIC ACCOUNTING LOOK INTO TRUE FINANCIAL CRIMES AND
THOSE WHO COMMIT THEM

CPE Session

KELLY RICHMOND POPE

Author, Education Innovator & Forensic Accounting Expert

KENDALL MACLEAN

Senior Manager, Customer Education and Enablement, FloQast

DREW CARRICK

Producer, FloQast Studios
Learn More
02:00 pm - 02:45 pm


FLOQADEMY AND FELONS: A FORENSIC ACCOUNTING LOOK INTO TRUE FINANCIAL CRIMES AND
THOSE WHO COMMIT THEM

CPE Session

FloQast is excited to announce the launch of free CPE for all users in
FloQademy, FloQast’s online learning portal. Join this session to get a peek at
the next generation of CPE content for accountants, featuring renowned forensic
accounting expert Kelly Richmond Pope.

Pope, author of Fool Me Once: Scams, Stories, and Secrets from the
Trillion-Dollar Fraud Industry, a riveting look at the perpetrators, victims,
and whistleblowers behind financial crimes, will talk about the revelations of
her book, key lessons and takeaways, and how she was able to become closer with
so many white-collar felons than anyone ever has before. She shows fraud in
action, uncovering what makes perpetrators tick, victims so gullible, and
whistleblowers morally righteous. Pope will inspire you to question your
preconceived notions about fraud and challenge your beliefs about yourself and
others.

Join this session to learn:

 * A better understanding of perpetrators, victims, and whistleblowers behind
   financial crimes
 * How to look at our own behaviors and motivations to better prevent, detect,
   and investigate fraud
 * New and different opportunities for fraud that have taken center stage in
   recent years

First 200 people to join the session will get a free copy of Kelly’s Book, Fool
Me Once: Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry.

KELLY RICHMOND POPE

Author, Education Innovator & Forensic Accounting Expert

KENDALL MACLEAN

Senior Manager, Customer Education and Enablement, FloQast

DREW CARRICK

Producer, FloQast Studios
03:00 pm - 03:45 pm


TELLING YOUR ESG STORY THROUGH REPORTING AND DISCLOSURES

CPE Session

BRUCE KLEIN

Partner, Business Transformation, CrossCountry Consulting

STEF PRIA

Director, Business Transformation, CrossCountry Consulting
Learn More
03:00 pm - 03:45 pm


TELLING YOUR ESG STORY THROUGH REPORTING AND DISCLOSURES

CPE Session

No matter where on the priority scale ESG lies within your company, there are
third parties already assessing your company’s ESG strategy, with that
assessment leading to real-world financial implications such as affecting an
organization’s cost of capital or overall risk profile. Further, a company’s ESG
risk mitigation strategy is also assessed by rating firms, impacting both public
and certain private companies.

Join this insightful discussion to learn to tell your own ESG story utilizing
reporting frameworks and thoughtful public disclosures that speak to your
company’s journey and avoid third-party assumptions to fill in the blanks.

Learning Objectives:

 * Defining how an organization should approach an ESG strategy that both
   matches its business strategy and the requirements of regulators and
   investors.
 * Reviewing real-world implications of an ESG strategy – or the lack thereof.
 * Exploring how technology can help a company streamline reporting to deliver
   consistent reputable ESG data.

BRUCE KLEIN

Partner, Business Transformation, CrossCountry Consulting

STEF PRIA

Director, Business Transformation, CrossCountry Consulting

 

Register


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Please note that once you fill out the form below, you will automatically be
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2,000+ CUSTOMERS LOVE FLOQAST

> “FloQast Connect for our Oracle system makes FloQast’s close management
> solution that much more streamlined and robust. And it makes my life easier,
> too!”

Bich-Thuy Tran-Minh

Dir. Accounting Assurance
GlobalLogic

> “FloQast was a super quick implementation and shaved five days off our Close.
> It helped us get to the root cause of our Close delays. Was a  for our CFO!”

Christopher Kishel

Asst. Controller, Fidelis Cybersecurity

> “At Blend, we had a vision for our team to have a one-stop-shop to house all
> of our processes and workflows, and FloQast has been instrumental with
> reaching that goal.”

John Lee

Accounting Manager, Blend

> “FloQast Connect for our Oracle system makes FloQast’s close management
> solution that much more streamlined and robust. And it makes my life easier,
> too!”

Bich-Thuy Tran-Minh

Dir. Accounting Assurance
GlobalLogic

> “FloQast was a super quick implementation and shaved five days off our Close.
> It helped us get to the root cause of our Close delays. Was a  for our CFO!”

Christopher Kishel

Asst. Controller, Fidelis Cybersecurity

> “At Blend, we had a vision for our team to have a one-stop-shop to house all
> of our processes and workflows, and FloQast has been instrumental with
> reaching that goal.”

John Lee

Accounting Manager, Blend

> “FloQast Connect for our Oracle system makes FloQast’s close management
> solution that much more streamlined and robust. And it makes my life easier,
> too!”

Bich-Thuy Tran-Minh

Dir. Accounting Assurance
GlobalLogic

> “FloQast was a super quick implementation and shaved five days off our Close.
> It helped us get to the root cause of our Close delays. Was a  for our CFO!”

Christopher Kishel

Asst. Controller, Fidelis Cybersecurity


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