The Financial Close Process is a Journey – Own it

Jesse LaJoye

Director, Partner Engagement at Adra by Trintech

Paul Dunn

Senior Partner at Baker Tilly

Suzanne Bain

Middle Market Advisor at Baker Tilly

Learning Objectives

The financial close process is a journey that can be improved with Breakthrough Simplicity. Do you own it? Or does it own you? As financial leaders, the downside of not owning it is increased exposure to risk and less time spent on those strategic, value-added initiatives. Your organization needs to be a platform for strategic growth, not a hindrance. Ready to own your journey?

Key Takeaways:

  • Identify and access what stage of the financial close process you are in

  • Incremental steps you can take to ensure forward movement

  • Best practices your organization can benefit from