Managing the Month-End Close

Date: Thursday, September 29, 2022
Time: 12:00 PM ET / 11:00 AM CT / 10:00 AM MT / 09:00 AM PT [Prevailing Time]
Presenter: Matt Doxtator, CPA, CIA, CFE, Senior Manager, Moss Adams LLP
Moderator: Wayne Sine, CPA, Director of Education, National Society of Accountant for Cooperatives
Learning Objectives:
Upon completion of this course, participants will have a better understanding of:
- Implement a calendar system to improve the timeliness of monthly close
- Evaluate existing accrual processes and implement changes to expedite the close process
- Improve the monthly close process
Field of Study: Accounting
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based
Prerequisite(s): No advanced preparation or prerequisites are required for this course.
  Order Recording

Course Description

The need for real-time financial information continues to increase as the operating environment is rapidly changing. This session will discuss strategies to improve the timeliness of your organization’s closing procedures and ability to produce financial statements earlier in the month. The strategies and processes associated with month-ending closings are vital routines that should be implemented and continually refined and improved within an organization. Participants will take away several tips and time-saving ideas from this session.

Presenter and Moderator Bios

Presenter: Matt Doxtator, CPA, CIA, CFE, Senior Manager, Moss Adams LLP

Matt Doxtator has provided outsourced management consulting and internal audit services across multiple industries since 2005. In addition to serving clients in public accounting and consulting, he’s held Sarbanes–Oxley Act (SOX) and internal audit leadership positions for organizations subject to SOX 404(b) requirements.

Matt also leads fraud investigations for companies of various sizes and has experience coordinating with legal counsel as well as federal and local law enforcement.

Matt is a frequent presenter on internal audit and fraud topics, and he’s a former adjunct faculty member at the University of New Mexico. There, he taught internal and financial statement audit classes at both the undergraduate and graduate levels.

Moderator: Wayne Sine, CPA, Director of Education, National Society of Accountant for Cooperatives

Wayne Sine is an experienced and highly knowledgeable professional in the field of Tax. Wayne ecently retired as Tax Director from his company, Southern States Cooperative. He has extensive experience working with agricultural cooperatives and has been a long time member of the NSAC. He is extremely active in the NSAC, serving as both past Chapter President of the Atlantic Chapter, past Chair of the Tax Committee, and is currently serving as the NSAC Director of Education.. Wayne's career is marked with several accomplishments, and he has always been involved in many organizations, spreading his knowledge. Wayne is a member of the Legal, Tax, and Accounting (LTA) Committee for the National Council of Farmer Cooperatives. He is also Past Chair of both the Tax Committee of the Virginia Chamber of Commerce and the Virginia Manufacturers Association. Wayne also served on the Tax Policy Committee at the Virginia Society of CPAs, and served as past Region Vice President for the Tax Executives Institute. 

Cost
Free for NSAC Members / $56.00 for Non-Members

Delivery System

• All programs are delivered using the Zoom platform.
• Confirmations will include log-in instructions.
• Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
• All registrants will receive a link to the CLN’s recording by email within 48 business hours of event’s conclusion.
• There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line and each guest must provide their name and email address to participate. All NSAC members may register for free. Non-members may register for a nominal fee.

Refund Policy

NSAC will not issue refunds for CLNs. If a registrant is unable to participate in the CLN and provides notification to info@nsacoop.org 48 hours prior to the session, a credit will be provided for a future CLN. Alert the NSAC staff member monitoring the CLN if technical difficulties are encountered and technical support will be provided to eliminate problems with future CLNs.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to document your active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the CLN recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits. Those eligible for credits will receive their certificate by email with 7 business days.

For more information regarding NSAC CLNs or administrative policies such as complaint and refund, contact the NSAC Headquarters, 7946 Clyo Road, Suite A, Centerville, OH 45459, 937-222-6707, or info@nsacoop.org.