Accelerate and Optimize the Financial Close and Spreadsheet Controls (Live Webinar - Multi Segment)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Overview
A common challenge in business is the perception that the financial close process is lengthy, inefficient and cumbersome. Finding additional time saving at month-, quarter- and year-end is critical during these challenging times of increasing complexity in financial reporting, and accelerated reporting and regulatory obligations.
This course has offering(s) that take place over multiple segments: Jul 16 & 17, 2026 | 9:00am-12:30pm
Course Description
Participants in this seminar will gain a practical understanding of best practices in the financial close processes and learn how to accelerate the financial close process and enhance controls. We will focus on Spreadsheet Controls, which make the whole process of using spreadsheets more effective and efficient and show how to redesign and enhance spreadsheets to reduce the likelihood of error and facilitate the use of spreadsheets as analytical and acceleration tools.
Applicable for
CFOs, controllers and accounting managers who wish to strike the right balance between speed and accuracy for the financial close process, without compromising the internal control environment, and improve controls over the use of financial spreadsheets.
This course applies to all forms and sizes of entities whether publicly traded, private, pre-IPO, government or not-for-profit organizations.
Content
How to accelerate the close process and allow more time for management review and analysis
How to strike a right balance between speed and accuracy without compromising controls
Financial close best practices and robust controls
How to create a roadmap to accelerate the close process and enhance related controls
Spreadsheet risks and controls
Spreadsheet Control policy
How to redesign spreadsheets to reduce likelihood of error and facilitate the use of spreadsheets as powerful analytical tools
As Executive Partner of FinEx Group, Massood Oroomchi, B.Sc. (Econ.), FCA (U.K.), helps organizations strengthen corporate governance and streamline internal controls, internal audit, enterprise risk management, financial close, and procure-to-pay and order-to-cash processes. He specializes in post-IPO compliance readiness and collaborates closely with external auditors to accelerate and optimize audits. By integrating AI-driven solutions, he delivers greater efficiency, effectiveness, and audit readiness. His clients span diverse industries across North and South America. He also provides customized on-site training on topics listed above with verifiable PD credits, guided by practical judgment and a commitment to delivering measurable value.
As Executive Partner of FinEx Group, Massood Oroomchi, B.Sc. (Econ.), FCA (U.K.), helps organizations strengthen corporate governance and streamline internal controls, internal audit, enterprise risk management, financial close, and procure-to-pay and order-to-cash processes. He specializes in post-IPO compliance readiness and collaborates closely with external auditors to accelerate and optimize audits. By integrating AI-driven solutions, he delivers greater efficiency, effectiveness, and audit readiness. His clients span diverse industries across North and South America. He also provides customized on-site training on topics listed above with verifiable PD credits, guided by practical judgment and a commitment to delivering measurable value.
As Executive Partner of FinEx Group, Massood Oroomchi, B.Sc. (Econ.), FCA (U.K.), helps organizations strengthen corporate governance and streamline internal controls, internal audit, enterprise risk management, financial close, and procure-to-pay and order-to-cash processes. He specializes in post-IPO compliance readiness and collaborates closely with external auditors to accelerate and optimize audits. By integrating AI-driven solutions, he delivers greater efficiency, effectiveness, and audit readiness. His clients span diverse industries across North and South America. He also provides customized on-site training on topics listed above with verifiable PD credits, guided by practical judgment and a commitment to delivering measurable value.
As Executive Partner of FinEx Group, Massood Oroomchi, B.Sc. (Econ.), FCA (U.K.), helps organizations strengthen corporate governance and streamline internal controls, internal audit, enterprise risk management, financial close, and procure-to-pay and order-to-cash processes. He specializes in post-IPO compliance readiness and collaborates closely with external auditors to accelerate and optimize audits. By integrating AI-driven solutions, he delivers greater efficiency, effectiveness, and audit readiness. His clients span diverse industries across North and South America. He also provides customized on-site training on topics listed above with verifiable PD credits, guided by practical judgment and a commitment to delivering measurable value.
As Executive Partner of FinEx Group, Massood Oroomchi, B.Sc. (Econ.), FCA (U.K.), helps organizations strengthen corporate governance and streamline internal controls, internal audit, enterprise risk management, financial close, and procure-to-pay and order-to-cash processes. He specializes in post-IPO compliance readiness and collaborates closely with external auditors to accelerate and optimize audits. By integrating AI-driven solutions, he delivers greater efficiency, effectiveness, and audit readiness. His clients span diverse industries across North and South America. He also provides customized on-site training on topics listed above with verifiable PD credits, guided by practical judgment and a commitment to delivering measurable value.
As Executive Partner of FinEx Group, Massood Oroomchi, B.Sc. (Econ.), FCA (U.K.), helps organizations strengthen corporate governance and streamline internal controls, internal audit, enterprise risk management, financial close, and procure-to-pay and order-to-cash processes. He specializes in post-IPO compliance readiness and collaborates closely with external auditors to accelerate and optimize audits. By integrating AI-driven solutions, he delivers greater efficiency, effectiveness, and audit readiness. His clients span diverse industries across North and South America. He also provides customized on-site training on topics listed above with verifiable PD credits, guided by practical judgment and a commitment to delivering measurable value.
As Executive Partner of FinEx Group, Massood Oroomchi, B.Sc. (Econ.), FCA (U.K.), helps organizations strengthen corporate governance and streamline internal controls, internal audit, enterprise risk management, financial close, and procure-to-pay and order-to-cash processes. He specializes in post-IPO compliance readiness and collaborates closely with external auditors to accelerate and optimize audits. By integrating AI-driven solutions, he delivers greater efficiency, effectiveness, and audit readiness. His clients span diverse industries across North and South America. He also provides customized on-site training on topics listed above with verifiable PD credits, guided by practical judgment and a commitment to delivering measurable value.
As Executive Partner of FinEx Group, Massood Oroomchi, B.Sc. (Econ.), FCA (U.K.), helps organizations strengthen corporate governance and streamline internal controls, internal audit, enterprise risk management, financial close, and procure-to-pay and order-to-cash processes. He specializes in post-IPO compliance readiness and collaborates closely with external auditors to accelerate and optimize audits. By integrating AI-driven solutions, he delivers greater efficiency, effectiveness, and audit readiness. His clients span diverse industries across North and South America. He also provides customized on-site training on topics listed above with verifiable PD credits, guided by practical judgment and a commitment to delivering measurable value.
Past
Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
I will absolutely be able to apply the content of this seminar to my job.
Great speaker and really practical examples given.
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Accounting & Assurance
Accelerate and Optimize the Financial Close and Spreadsheet Controls (Live Webinar - Multi Segment)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits
Overview
A common challenge in business is the perception that the financial close process is lengthy, inefficient and cumbersome. Finding additional time saving at month-, quarter- and year-end is critical during these challenging times of increasing complexity in financial reporting, and accelerated reporting and regulatory obligations.
This course has offering(s) that take place over multiple segments: Jul 16 & 17, 2026 | 9:00am-12:30pm
Course Description
Participants in this seminar will gain a practical understanding of best practices in the financial close processes and learn how to accelerate the financial close process and enhance controls. We will focus on Spreadsheet Controls, which make the whole process of using spreadsheets more effective and efficient and show how to redesign and enhance spreadsheets to reduce the likelihood of error and facilitate the use of spreadsheets as analytical and acceleration tools.
Applicable for
CFOs, controllers and accounting managers who wish to strike the right balance between speed and accuracy for the financial close process, without compromising the internal control environment, and improve controls over the use of financial spreadsheets.
This course applies to all forms and sizes of entities whether publicly traded, private, pre-IPO, government or not-for-profit organizations.
Content
How to accelerate the close process and allow more time for management review and analysis
How to strike a right balance between speed and accuracy without compromising controls
Financial close best practices and robust controls
How to create a roadmap to accelerate the close process and enhance related controls
Spreadsheet risks and controls
Spreadsheet Control policy
How to redesign spreadsheets to reduce likelihood of error and facilitate the use of spreadsheets as powerful analytical tools
As Executive Partner of FinEx Group, Massood Oroomchi, B.Sc. (Econ.), FCA (U.K.), helps organizations strengthen corporate governance and streamline internal controls, internal audit, enterprise risk management, financial close, and procure-to-pay and order-to-cash processes. He specializes in post-IPO compliance readiness and collaborates closely with external auditors to accelerate and optimize audits. By integrating AI-driven solutions, he delivers greater efficiency, effectiveness, and audit readiness. His clients span diverse industries across North and South America. He also provides customized on-site training on topics listed above with verifiable PD credits, guided by practical judgment and a commitment to delivering measurable value.
As Executive Partner of FinEx Group, Massood Oroomchi, B.Sc. (Econ.), FCA (U.K.), helps organizations strengthen corporate governance and streamline internal controls, internal audit, enterprise risk management, financial close, and procure-to-pay and order-to-cash processes. He specializes in post-IPO compliance readiness and collaborates closely with external auditors to accelerate and optimize audits. By integrating AI-driven solutions, he delivers greater efficiency, effectiveness, and audit readiness. His clients span diverse industries across North and South America. He also provides customized on-site training on topics listed above with verifiable PD credits, guided by practical judgment and a commitment to delivering measurable value.
As Executive Partner of FinEx Group, Massood Oroomchi, B.Sc. (Econ.), FCA (U.K.), helps organizations strengthen corporate governance and streamline internal controls, internal audit, enterprise risk management, financial close, and procure-to-pay and order-to-cash processes. He specializes in post-IPO compliance readiness and collaborates closely with external auditors to accelerate and optimize audits. By integrating AI-driven solutions, he delivers greater efficiency, effectiveness, and audit readiness. His clients span diverse industries across North and South America. He also provides customized on-site training on topics listed above with verifiable PD credits, guided by practical judgment and a commitment to delivering measurable value.
As Executive Partner of FinEx Group, Massood Oroomchi, B.Sc. (Econ.), FCA (U.K.), helps organizations strengthen corporate governance and streamline internal controls, internal audit, enterprise risk management, financial close, and procure-to-pay and order-to-cash processes. He specializes in post-IPO compliance readiness and collaborates closely with external auditors to accelerate and optimize audits. By integrating AI-driven solutions, he delivers greater efficiency, effectiveness, and audit readiness. His clients span diverse industries across North and South America. He also provides customized on-site training on topics listed above with verifiable PD credits, guided by practical judgment and a commitment to delivering measurable value.
As Executive Partner of FinEx Group, Massood Oroomchi, B.Sc. (Econ.), FCA (U.K.), helps organizations strengthen corporate governance and streamline internal controls, internal audit, enterprise risk management, financial close, and procure-to-pay and order-to-cash processes. He specializes in post-IPO compliance readiness and collaborates closely with external auditors to accelerate and optimize audits. By integrating AI-driven solutions, he delivers greater efficiency, effectiveness, and audit readiness. His clients span diverse industries across North and South America. He also provides customized on-site training on topics listed above with verifiable PD credits, guided by practical judgment and a commitment to delivering measurable value.
As Executive Partner of FinEx Group, Massood Oroomchi, B.Sc. (Econ.), FCA (U.K.), helps organizations strengthen corporate governance and streamline internal controls, internal audit, enterprise risk management, financial close, and procure-to-pay and order-to-cash processes. He specializes in post-IPO compliance readiness and collaborates closely with external auditors to accelerate and optimize audits. By integrating AI-driven solutions, he delivers greater efficiency, effectiveness, and audit readiness. His clients span diverse industries across North and South America. He also provides customized on-site training on topics listed above with verifiable PD credits, guided by practical judgment and a commitment to delivering measurable value.
As Executive Partner of FinEx Group, Massood Oroomchi, B.Sc. (Econ.), FCA (U.K.), helps organizations strengthen corporate governance and streamline internal controls, internal audit, enterprise risk management, financial close, and procure-to-pay and order-to-cash processes. He specializes in post-IPO compliance readiness and collaborates closely with external auditors to accelerate and optimize audits. By integrating AI-driven solutions, he delivers greater efficiency, effectiveness, and audit readiness. His clients span diverse industries across North and South America. He also provides customized on-site training on topics listed above with verifiable PD credits, guided by practical judgment and a commitment to delivering measurable value.
As Executive Partner of FinEx Group, Massood Oroomchi, B.Sc. (Econ.), FCA (U.K.), helps organizations strengthen corporate governance and streamline internal controls, internal audit, enterprise risk management, financial close, and procure-to-pay and order-to-cash processes. He specializes in post-IPO compliance readiness and collaborates closely with external auditors to accelerate and optimize audits. By integrating AI-driven solutions, he delivers greater efficiency, effectiveness, and audit readiness. His clients span diverse industries across North and South America. He also provides customized on-site training on topics listed above with verifiable PD credits, guided by practical judgment and a commitment to delivering measurable value.
Past
Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
I will absolutely be able to apply the content of this seminar to my job.
Great speaker and really practical examples given.