Top Ten Record to Report (R2R) Best Practices for AP

Instructor: Chris Doxey
Product ID: 703891
  • Duration: 60 Min

recorded version

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Recorded Link and Ref. material will be available in My CO Section
Last Recorded Date: May-2015

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Read Frequently Asked Questions

Regardless of company size or complexity, all successful financial close processes require continuous communication, comprehensive documentation and a flexible, responsive organization. The degree to which recommendations are implemented will vary based on company size, type of industry, availability of resources, maturity, and management commitment. This webinar will present both strategic and tactical suggestions that can help dramatically improve the fiscal closing process for your accounts payable department.

Why Should You Attend:

Statutory, regulatory, and compliance requirements can add another layer of complexity during the fiscal year end close. Global organizations are required to support reporting with multiple accounting standards, and new legislation requires new systems and processes. Today’s information age has created a class of investors and shareholders who expect fast and easy access to the data created by current business activities which places the focus on all financial reporting and corporate transaction organizations such as accounts payable.

This webinar will illustrate a ten-step R2R checklist regarding policies and procedures, accrued expenses, internal controls, reconciling accounts, reporting variances and more.

Areas Covered in the Webinar:

  • Introductions
  • Your Ten Step Checklist
    1. Policies and Procedures
    2. Accrued Expenses
    3. Properly Recognizing Expenses
    4. Roles and Responsibilities During the Financial Close
    5. The Review Process
    6. Internal Controls
    7. Reconciling Accounts
    8. Reporting Variances
    9. Journal Entries
    10. Financial Close Metrics

Who Will Benefit:

  • Financial Officers
  • Controllers
  • Accounts Payable Executives
  • Shared Service Center Executives
  • Internal Auditors

Instructor Profile:

Chris Doxey has held senior finance and controller positions at Digital Equipment Corporation, Compaq Computer Corporation, Hewlett Packard, MCI, APEX Analytix, and BSI Healthcare. She has a bachelor's degree in English, a bachelor's in accounting, a master's in business administration, and a graduate certificate in project management. As a management consultant, Ms. Doxey uses her foundation of experience to provide best practices and solutions to her clients in the areas of compliance, auditing, internal controls, and fraud prevention. She also serves as the Executive Director of the Controller Certification Program for the IOFM.

Ms. Doxey is a Certified Accounts Payable Professional (CAPP), holds a Certification in Controls Self - Assessment (CSA), is a Certified Internal Controls Auditor (CICA), and is a Certified Professional Controller (CPC). She has authored The Controller’s Best Practices Guide and The Controller’s Best Practices Guide to the Financial Close for the IOFM and IMA. She has also published two handbooks: AP Leadership Skills and Implementing a Controls Self -Assessment Program for Accounts Payable. She writes articles, blogs, and whitepapers for professional organizations and solution providers. She also provides several webinars and presentations throughout the year.

Ms. Doxey is a member of the Institute of Internal Auditors (IIA), the Institute for Internal Controls (The IIC), the Institute of Financial Operations (IFO), and the Institute of Management Accountants (IMA). She is a board member of the IMA’s Ethics Committee and Research Foundation. She is also a member of the advisory board for The IIC and is president of the Washington DC area chapter for both the IFO and The IIC organizations.

Topic Background:

CFOs, controllers, accounts payable organizations, and corporate finance departments often find themselves in the eye of today’s market whirlwinds with both internal and external reporting requirements to fulfill. Timely, accurate, and consistent data is always of critical importance and operational and strategic decisions are based upon it and precise planning depends upon it. Statutory, regulatory, and compliance requirements add yet another layer of complexity. Global organizations are required to support reporting with multiple accounting standards, and new legislation requires new systems and processes. The information age has created a class of investors and shareholders who expect fast and easy access to the data created by current business activities.

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Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

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