The FCA Live event is a customer exclusive event. Free for all customers, this event fast-tracks your path toward becoming a FloQast Certified Accountant (FCA). FCA Live brings interactive exam prep for all four FCA required badges (Close, Compliance, Transform, and Accounting AI) into a single half-day session, held virtually. Commit to a half-day event and you’ll be ready to lead your team in optimizing the FloQast platform and earn your access to the FCA Community. 

Here’s what’s included:

• Maximize platform ROI and learn to build AI agents as a FloQast expert
• Advance your AI-forward + automation mindset
• Live Q&A with our experts, so you can ask questions as they come up
• 3 CPE credits for attending
• Free, exclusive exam prep guides to help you prepare for each of the four badge exams

FCA Live Agenda: 

• 9:30am PST: Welcome + Meet your Hosts 
• 9:45am PST: Close Management and Close AI (60 minutes, 1 CPE)
• 11:00am PST: Compliance (60 minutes, 1 CPE)
• 12:00pm PST: Transform + Accounting AI - Learning to build Agents (60 minutes, 1 CPE)

Session Learning Objectives:

Close Management and Close AI

• Configure the monthly close workspace, including checklists, reconciliations, and internal controls.
• Apply AI and automation tools (AutoRec, AI Transaction Matching, Request Agent) to shorten reconciliation timelines and reduce manual effort.
• Establish journal entry lifecycles and validation controls that prevent unauthorized approvals and mid-close disruption.

Compliance

• Structure a compliance control environment, including risks, narratives, flowcharts, user permissions, and segregation of duties.
• Execute control testing and evidence review cycles with sample sizes and audit trail notes.
• Use compliance dashboards and automated certification workflows to monitor controls and reduce manual administration.

Transform + Accounting AI

• Evaluate the strategic value, capabilities, and limitations of AI in accounting, including the compliance impact of FloQast AI Agents.
• Deconstruct accounting processes into AI-ready logic and configure prompts and skills in the Transform Builder to automate journal entry workflows.
• Apply governance and human-in-the-loop oversight, testing agents against edge cases to manage hallucinations, auditability, and ethical risk.