Accounting Close Management Best Practices

Tuesday, April 14, 2026
Time: 12:30 PM PDT | 03:30 PM EDT
Duration: 60 Minutes
IMG Derek Henry
Id: 9135
Live
Session
$119.00
Single Attendee
$249.00
Group Attendees
Recorded
Session
$159.00
Single Attendee
$359.00
Group Attendees
Combo
Live+Recorded
$249.00
Single Attendee
$549.00
Group Attendees

Overview:

If you ask a corporate accountant what they dread most about their job, chances are they’ll say something about the accounting close. It’s one of the most crucial aspects of being an accountant, but for most companies, it’s full of repetitive, manual processes that zap the accounting team’s energy. Good news: it doesn’t have to be this way!

In this course, you’ll learn about the best practices of managing an accounting close cycle, what you should include in your close checklist, and the types of technology that best-in-class teams use to keep everything organized and efficient.

Why you should Attend:

Does your accounting team struggle to get through all their normal close tasks each month? Are you sure all the crucial steps are getting done before you issue your financial statements? An effective accounting close management process can make a major difference in the health of a business. Make sure yours is healthy and thriving!

In this course, you’ll learn how to design an accounting close process that drives high-quality financial statements, reduces risk, and frees up team members to focus on key initiatives.

Areas Covered in the Session:

  • Learn the importance of a quality close process
  • Learn the habits of highly effective accounting close processes
  • Learn what should be on your close checklist
  • Learn about the different technology types that help
  • Learn tips and tricks for success

Who Will Benefit:

  • Auditors
  • Accountants
  • Financial Analysts
  • Managers
  • Directors
  • Controllers
  • Chief Accounting Officers
  • Chief Financial Officers

Speaker Profile

Derek Henry has an extensive 20+ year background in Accounting and IT, having held roles in public/corporate accounting and technical sales. He helps accounting and finance teams optimize their processes in Excel and beyond with training, tools, consulting projects, and productivity coaching. He is passionate about efficiency and accountability.

Derek is a Certified Public Accountant and a Certified Fraud Examiner. He lives with his family in Arlington, TX. He is actively involved at church, and enjoys disc golf, softball, and having fun with his family.