Virtual Event
Your Recs, Your Rules
Build Your Reconciliation Strategy, From Excel to Full Automation
July 15, 2025
Tuesday
,
Jul 15
 –
10:00 am
 
PT
1
CPE/CPD Credit
Registration has been closed.

Please email Kassidy.Zerda@floqast.com to determine if additional capacity is available or to be added to the event waitlist.
Sponsored By
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Don’t get wrecked by your recs…

The reconciliation process is a necessary evil, and for many, it’s a monthly nightmare. Depending on the number of accounts you have, it can add days to your close. And those days are often spent bogged down in a tedious, manual back-and-forth.

There are ways to make monthly reconciliations more accurate, more efficient, and more transparent—but the solutions aren’t one-size-fits-all. You have options, and optimizing your reconciliation process means choosing the best path forward for your company’s circumstances.

Join FloQast’s Sr. Product Marketing Manager, Jason Andrews (FCA), and Jaron Moss (CPA), FloQast Solutions Consultant, for an in-depth conversation about how to prioritize your roadmap, apply the best-fit automation strategy, and achieve quick wins along the way. 

In this session, you’ll learn how:

  • There’s no single best approach to optimizing your end-to-end reconciliation process, and the right method can shave days off the close
  • Different automation methods can support your organization as it scales, allowing for consistency and continuity
  • The right technology can accelerate your path to optimized, automated reconciliations

Attendees are eligible for 1 CPE Credit.

  • Recommended field of study: Accounting
  • Prerequisite: None
  • Program Level: Basic
  • Advanced Preparation Required: None
  • Delivery Method: Group Internet Based
  • CPE/CPD Credit: 1

FloQast is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. All of FloQast’s webinars are free of charge. For more information regarding our compliance and program cancellation policies, please contact us at info@floqast.com.

Please email Rachel.heinen@floqast.com to determine if additional capacity is available or to be added to the event waitlist.

Agenda

Session 1

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Session 2

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Session 3

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Speakers
Jason Andrews
Sr. Product Marketing Manager