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The pressure on the finance function has never been higher to deliver financial results as soon as possible after the period.  Managers, analysts, Boards, and investors are digesting market information in real time and are beginning to expect the same of financial results.  To meet these high expectations, the CFO and controller need to find ways to speed up their financial close processes to report the financial results before they become perceived as old news in the new world.

In this course Blair Cook, a many-time CFO, explores ideas for shortening the financial close process.  Leading companies have found ways to close their books in as little as one day and see the benefit of almost real-time analysis (in addition to the actual period financial data) that can be performed with a shorter close.

Learning Objectives

  • Identify factors that slow down the financial close process
  • Discover how to develop strategies for speeding up the financial close process.
  • Discover how to develop a plan for implementing improvements to the financial close process using change management principles.
Last updated/reviewed: November 18, 2019

315 Reviews (1105 ratings)Reviews

4
Anonymous Author
Presenter well versed in steps / method in reducing number of close days. Good to gain buy in of the closing staff. Constant review of closing process is very critical to reduce number of close days and still provide accurate data for operational and investment decisions.
5
Member's Profile
The material was easy to understand. I liked that there were key points and steps given that were easy to follow.The instructor took his time and did not speak too quickly. However, his hand gestures were a bit of a distraction if I looked up from my notes. Although I don't do hands-on close, this information was helpful to me to learn about the close process to better understand why I provide the information to my supervisors for them to provide their information for the close process. I feel that my co-workers would benefits from this course.
4
Anonymous Author
The instructor did a great job of explaining the importance of a fast close and the specific steps into achieving a fast close. Raised great points about technology, process and people. I did however feel the lecture was a bit dry as if the presenter was reading a script. I tend to enjoy more free flowing presentations. Overall I would recommend this course to anyone in an accounting managerial role and above. I will definitely takes some of the lessons learn and implement in the future.
4
Member's Profile
This course was a mouthful. It was very informative and is definitely a course I should review. Blair was amazing in his presentation - his upbeat approach kept me engaged and yearning for more. That course would do many in an organization a lot of good. The level of involvement of all the departments within an organization in the closing process may certainly make for the success of that organization both in the short-term and long-term run.
3
Anonymous Author
Many companies would like, but cannot afford the technology and upscale erp systems that are on the market. This unfortunate economic reality forces many organizations to rely on excel to the point of excess. Some of the other points, such as starting the close prior to month end and setting a realistic level of materiality should be implemented with or with out any technology/system improvements.
4
Member's Profile
I like how the course was easy to follow. The instructor was engaging , not boring. I would love other members of my team to take this course as we are trying to shorten the close. We have a lot of this in place already but there is still a lot to do and we definitely struggle with the people aspect of the financial close. i will definitely refer back to this course in the future.
5
Member's Profile
This was a great course, and I'm always amazed at how I think about new things every time I review the course slides. Faster month end close is always going to be a challenge for Finance teams and there will always be new technology and changing environments which dictate new approaches and thinking. This course helps to stimulate the thought process about this topic.
5
Member's Profile
Good overview of why and how to accelerate monthly closing, addressing the issues/challenges faced by companies, and both why and how to improve the situation. Appreciated the introductory section with the unique perspective on how overall societal trends in on-demand information availability has implications on the finance function as reporters of "news," not history.
4
Anonymous Author
Blair gave great examples and steps on how to make financial closes quicker, more efficient, and less timely. He identifies the key factors that slow us down and a step by step process on how to eliminate these set backs such as starting your period end reconciling before the period is set to end and how to get on a schedule to be ahead of the game.
5
Anonymous Author
Great advice! I only wish I would've seen this video sooner. I fell short on gathering all outside departments/groups together (my manager talked to them separately) and we didn't formally document current state (we only "sketched" the flow). All your steps were well thought out and descriptive. I can't wait to use these ideas.
5
Anonymous Author
This course includes practical tools, tips, and guidelines for improving the timeliness of the financial close. Blair Cook is a dynamic and educated speaker! Well done! Especially helpful was the information regarding OCM and how that can impact the willingness of staff to work towards improving the process.
5
Member's Profile
Great course. My favorite part was having the first 4 steps of the change management process described as "thawing the organization for change". Lots of practical ideas for how to improve the close process. This course would benefit finance leaders, managers, process owners, and change managers.
5
Anonymous Author
Instructor was interesting and engaging and made points concisely to be able to get the information in a one hour period. Though I had some exposure to this material from prior work experience, I think it is a good lesson to those that may not know this material or even could use a refresher.
4
Anonymous Author
The breakdown of the course into different lessons is good. The topics covered in each lesson are very helpful and very practical and the time allotted to each lesson is just about right. This course is definitely helpful to the people that are involved in financial statement close process.
4
Member's Profile
This course is a great quick one hour lesson on the close process, and identifies specific ideas that any organization can implement into their close process. Very helpful, especially for new members of your team that will be contributing to the close process at your org.
4
Anonymous Author
The content was definitely geared towards more an accounting background. A lot of it went over my head as I don't have an accounting background. I understood the gist of the information and believe the instructor was great. I just didn't understand the content very well.
5
Member's Profile
Blair does a good job summarizing the financial close and how to shorten the cycle. Unfortunately some companies place all the burden on a small staff to record via manual entries rather than having these activities captured by the ERP system on the front end.
5
Anonymous Author
Love the energy, thoughtfulness, and practicality of this course. Blair does a great job of presenting the information and structures it so it's easy to follow. Most importantly, the information in this course can be used immediately to refine the close process.
5
Member's Profile
The instructor was enthusiastic. He had data to back-up his qualitative opinions. The slides were great because they included the narrative used in the presentation. The information was simple, easy to digest and ocul be implemented without further review.
4
Anonymous Author
Part of our team has already implemented a lot of these actions, however we have a team member that just say it's not due yet, I'd like to know how to manage their manager to get them to make it happen, you are only as good as your weakest link.
5
Member's Profile
Very well-written and contains good information on achieving a quicker / better financial close. Also incorporates a very good approach to Change Management, which is crucial to being effective with such initiatives. Thanks Blair!
5
Member's Profile
Absolutely liked the course. Super relevant to my work. Tons of detailed tips and recommendations. Loved the pace, loved the way it was presented and backed by providing pdf material! Can't wait to do more courses on Proformative :)
4
Anonymous Author
This is an interesting concept that I have not experienced anywhere. I realize the course is a quicker financial close, but can't imagine a one day close. This course has some good ideas and ways to get going with a quicker close
3
Member's Profile
This course was straightforward and had good ideas for improving timing and how to look at the big picture. The instructor of the course was just ok. He is the DJ Khaled of accounting...I felt like he was yelling the entire time.
5
Member's Profile
I enjoyed the speaker. He was very upbeat and kept your attention. I like what he said about not getting bogged down by small errors. I also like that you do not have to wait until the end of the month to start the close process.
5
Member's Profile
The course is great as it establishes a framework for actually closing the books more quickly. It also challenges the requirement for periodic close. Please make a course for continuous accounting/continuous close in the future!
5
Member's Profile
Again another excellent course by the presenter. It provides a blueprint on how to effectively manage financial date-end closing. Also, it discusses helpful tips on handling change resistance. Very informative and helpful.
5
Member's Profile
Blair is very knowledgeable and enthusiastic. He makes great recommendations for how to rethink your company's financial statement close process to improve both efficiency and effectiveness. Very well compiled information.
5
Member's Profile
Very good course. I particularly appreciate the weight given to emphasizing change management practices and preparing the company for the change - too often this is missed and, as his metrics show, the outcomes are weak.
3
Anonymous Author
Liked the suggestions for doing a fast close. Disliked some of the technology based solutions which may not fit within budgetary guidelines. Best for Managers that can influence changes to the financial close process.
5
Anonymous Author
This course did a great job of going through the close process and identifying areas that could be sped up. Your financial close does not start at the end of the month. Practical ideas for quickly closing the books.
5
Member's Profile
This professor provided a lot of great information and an easy to understand format. The slides and text with them were informative. Many of the slides are useful as condensed reminders. This was a great class.
5
Member's Profile
Very informative. Good to see similar approaches with some different ideas behind closing books early. It good confirmation when you've experience a similar approach with a client and find out you are right on.
4
Member's Profile
This course is beneficial to anyone who plays a role in the closing of financial reports. Now I have a better understanding of why our Accounting Department is always so eager to get copies of payroll reports.
4
Member's Profile
I found this course very helpful and determining how we can shorten the amount of time spent on closing the month out. Some ideas were ones I knew, others were some I didn't consider, but definitely will.
3
Anonymous Author
Good overall content. The instructor delivery is effective. The course's backbone is a general application. As a recommendation of possible improvements, perhaps some specific examples could be helpful.
5
Anonymous Author
Presenter's energy is contagious! Also, appreciate all details of a real word accounting month end closing. All are true. Sources of references like books, journals etc. are appreciated. Thank you!
5
Anonymous Author
The course was presented in an interesting way and it was obvious that the presenter worked hard to keep the discussion lively. Although I knew most of the information, I did learn a few new things.
4
Anonymous Author
It's probably a good course for people who do not have a lot of experience with the closing process. It does not touch on real life issues that get in the way of implementing the various solutions.
5
Anonymous Author
This course was very informative and had some very good insights into making the close process smoother and quicker. I appreciated having detailed slides available to go back and reference later.
4
Member's Profile
Good content and review of topic. This is useful to anyone involved in a close process - even someone who is a recipient of the financial reports and not involved in the actual reporting process.
5
Anonymous Author
Nice topic. The instructor provided a great presentation with excellent tips on how to simplify and improve the close process. I look forward to bringing several of these ideas to my manager.
5
Anonymous Author
Great course. Blair is an engaging speaker and moved through the information at a good pace. This would be an excellent course to share with an accounting group in a team meeting.
5
Member's Profile
I like how the material was presented in a clear and concise manner. The ideas given are very helpful and insightful. This will benefit anybody involved in the closing of the books.
5
Member's Profile
Makes all the important points on implementing a faster close. From my personal experience, employee resistance to change is even more of a factor than it was represented as.
4
Anonymous Author
Great, practical ideas to make your accounting close go quicker. The lecturer is full of energy and expertise in his discussion of streamlining a month end close process.
5
Member's Profile
This course offers very useful and focused techniques to help with the month-end close process. It is very relevant for those trying to improve the month-end close process.
3
Member's Profile
There were many good ideas on streamlining the close process. We had done very similar projects in our organization over the years and have done many of the steps as well
5
Member's Profile
I really liked the enthusiasm of the instructor, he kept me engaged throughout the class. I think the slides are detailed and an excellent source for me to refer back to.
5
Member's Profile
Excellent tips for speeding up the close process. I liked the Appreciative Inquiry section about keeping positive when implementing changes to the close process.
4
Member's Profile
I liked the areas identified to work on the close before the period end. There were no surprises. The Accounts Manager would get the most from this course.
4
Anonymous Author
This was a great course. It helped identify opportunities to improve the close process as well as providing a framework to achieve a better close process.
5
Member's Profile
Good overview of issues that cause the close process to take longer than it needs to, and also recommendations for improving and speeding up the process.
5
Anonymous Author
I enjoyed the way the instructor presented the class. He provided his own personal insight in addition to gathering best practices from outside sources
4
Anonymous Author
I will practice more to achieve the ideal goal during my work! sometimes I have to go back to review the material to grasp the essence of the solution.
5
Anonymous Author
Very energetic speaker with details galore. Presentation was laid out in on orderly manner with great examples provided at each step of the process.
5
Anonymous Author
This is a great course for anyone interested in learning about ways to improve the financial close process. Would highly recommend this course.
5
Member's Profile
This course was very interesting and truly will impact my work performance for the better based on its detailed review of the close process.
5
Anonymous Author
Information was presented in a well thought out manner. The information provided will provide me a roadmap for approaching monthend close.
5
Anonymous Author
A good course that targets the areas of potential confusion in the financial close and offers insightful advice to achieve timely results.
5
Member's Profile
Several actions learned that can be implemented directly and several more to keep in mind...quite a lot in a very short session thank you
4
Member's Profile
I like this course because it was straightforward, gave a lot of valuable information and had user-friendly methods of taking the exam.
4
Anonymous Author
This is very helpful and informative for key members of management. It provided a good breakdown of steps needed to improve efficiency.
4
Member's Profile
helpful, lots of good ideas. Difficult to implement if you are a very small company with not many resources but a LOT of transactions
4
Anonymous Author
Helpful information on the financial close process, what works, what doesn't and how to best approach improving/shortening the close.
5
Member's Profile
simple techniques that will go a long way in cutting down the monthly closing process. Delivery was great and lesson well presented.
3
Member's Profile
I did not like his voice. Most of what he said was good and I was happy to know that my organization was already doing most of it.
4
Anonymous Author
The course met it's learning objectives. It helped me think about some things i had never considered in my month end close process.
4
Anonymous Author
This cpe was very helpful. It gave some good examples of how to improve the close processes and how to work smarter not harder.
5
Member's Profile
This course was very efficient. Though it was fairly straight forward and there were no new ideas, it is good for beginners.
5
Anonymous Author
Great course for anyone who works in corporate accounting. The topics covered are relevant to the month end close process.
4
Anonymous Author
Good and concise. Reinforced what I’m already doing to improve the close process so it is good to receive this validation.
5
Anonymous Author
An excellent course which I will use in my new job which I am about to start. I will go back and review this course often.
5
Anonymous Author
Very informative and well presented. The information provided in this course can be applied to add value to organizations.
5
Anonymous Author
Nice primer on streamlining including details on how to approach change management while implementing new close structure
4
Anonymous Author
The problems and solutions are similar to what I see in our own close process so I felt the information was very useful.
5
Anonymous Author
I enjoyed this course and found the concepts interesting. The course is more conceptual in nature, but still effective.
4
Member's Profile
A lot of good ideas packed into an hour- everything you need to start down the path of shortening your close process.
5
Anonymous Author
Great ideas in this webinar - and a very insightful discussion of the importance of a sound change management process.
4
Anonymous Author
Good course with some surprising insights into how to adjust viewpoints and how to progress to ensure a quicker close.
4
Anonymous Author
This course provides a basic understanding of common issues seen, especially at smaller companies. Highly recommended.
5
Member's Profile
The material was presented in a clear manner. I really like having the video of the presenter included in the course.
5
Anonymous Author
This course gives several excellent ideas on how to improve an area that all accounting departments have to deal with.
5
Member's Profile
Very enthusiastic teacher. Great Energy. Some of the ideas were helpful and others were not really specific enough.
4
Member's Profile
The instructor is engaging and provided a good process to help think through the close process and making changes.
5
Member's Profile
This was really helpful to identify and create a game plan on how to solve our month close process deficiencies.
5
Anonymous Author
Very engaging presentation style. Month end close is a dry topic - great job on the delivery by this instructor !
4
Member's Profile
Speaker had some good points. However, negative invoice approval? This clearly never work in a SOX environment.
5
Member's Profile
The presenter was great and the information was detailed. I will definitely apply what he said at our business.
4
Member's Profile
A good presentation that succeeds in engaging the viewer in a vision of closing an accounting period in one day.
4
Member's Profile
Informative course. There were some good ideas to bring back to the accounting team to improve our close time.
3
Member's Profile
The course makes it seem like these changes would be simple when in reality this is a very high level overview.
5
Member's Profile
This course was easy to understand and follow especially for a professional not involved in the close process.
5
Member's Profile
I enjoyed this course and will apply some of the lessons that were taught as I look at various organizations.
5
Anonymous Author
Awesome course with very good suggestions and techniques to improve month end close. Recommend to everyone!
5
Member's Profile
Excellent course. I really enjoyed the presentation, and feel that it would be useful in any organization.
4
Member's Profile
A shorter close should not compromise material accuracy, and gives more time for analysis and forecasting
4
Anonymous Author
good supporting material easy to read and interesting to look at. Helps put it into real life situations.
5
Member's Profile
highly structured approach as well as good ideas, especially i like 5 ideas of expense cut-off challenge
5
Anonymous Author
This course was direct and effective. It hit the relevant topics and was easy to follow and complete.
4
Member's Profile
Good content. Consider adjusting the audio to avoid impression of presenter yelling to the audience.
5
Anonymous Author
Great information! All of the bottleneck items hit home. The suggestions were reasonable and do-able.
4
Anonymous Author
There are definitely a lot of really good tips and ideas of things to look at for the close process.
5
Member's Profile
Great course, giving a lot of good and practical points to bring about a faster and efficient close.
5
Anonymous Author
Excellent, compelling presentation. The notes are a great handbook for improving the close process.
5
Member's Profile
The course was interesting and useful as always. I am always wondering how practical is this course.
4
Member's Profile
Very good thought provoking and specific ideas for improvement. Really liked the benchmarking data.
4
Member's Profile
Good training, really opened my eyes for the need of an integrated ERP system in the organization.
4
Anonymous Author
I think the course is informative, and one that i will recommend to most accountants and managers.
3
Anonymous Author
For all of these courses it would be helpful to see which exam questions were incorrect and why.
5
Anonymous Author
Very informative and really does help to put in place ideas that could lead to an improved close.
4
Member's Profile
This course was helpful, but I didn't feel like there was anything groundbreaking in the content.
4
Anonymous Author
Informative and straight to the point. I like how he gives realistic ideas on how to close faster
5
Anonymous Author
The instructor offered some good tips that can be implemented immediately and longer term goals.
4
Member's Profile
Quick and informative review of a quick financial close. Appreciate the review of information.
4
Anonymous Author
Very good tips discussed and pointed out on how to make this process operate more efficiently.
4
Member's Profile
Course had good content but the first video did not stream very well (other videos were fine).
5
Member's Profile
Very informative! Closing the month in just one day sounds impossible but will be fun to try!
5
Anonymous Author
This is a very practical course that gives real examples you can use to get to a faster close.
5
Anonymous Author
Blair is a concise, no nonsense and insightful speaker. This topic was terrific & up to date.
3
Anonymous Author
I felt that most of the suggestions were obvious. I was looking for something more concrete.
5
Anonymous Author
very satisfied with the course. for i have learnt a lot. Financial officers and accountant
4
Member's Profile
I liked the ideas presented especially knowing that a faster close initiation is never fun.
4
Anonymous Author
The information provided will be very useful when working towards aquicker monthly close.
5
Member's Profile
a lot of great advice here on how to improve your close process and get department buy in!
4
Member's Profile
Good reminder of how why when of continual process improvement and keeping the end in mind
4
Anonymous Author
This is a great course for new managers and a good refresher for experience professionals.
5
Member's Profile
Very practical implementation steps to quicker close. Will use this to shorten our close.
4
Anonymous Author
Good ideas for shortening the close process even if you are not in accounting or finance.
4
Member's Profile
Ideas for quicker close were good...nice summary of the steps needed to implement change.
5
Member's Profile
I enjoyed this course. It was informative and the instructor kept moving at a good pace.
4
Anonymous Author
This was a great lesson on how to attack close as a team effort instead of individually.
5
Anonymous Author
Very insightful information and helpful for improving efficiencies during close periods.
5
Member's Profile
Good information at a good pace. Very informative with many implementable suggestions.
4
Member's Profile
Good solid overview. Controllers new to their position would benefit from this course.
5
Member's Profile
This really defines the process of creating a quicker close. I like a lot of his ideas.
4
Anonymous Author
The delivery of this lesson is little distracting. While I appreciate the enthusiasm.
4
Anonymous Author
Great thoughts on beginning month close before month end. Will use this in the future
5
Anonymous Author
Discovering what processes we can begin before month-end arrives would be beneficial.
5
Anonymous Author
Helpful ideas to cut down on the close process, including starting before period end.
3
Member's Profile
This webcast contains good materials for us to consider for financial close process.
4
Member's Profile
All accountants involved in reporting. The course felt so practical to me. Thanks
4
Anonymous Author
Good overview. More real life examples would help in the change management process.
5
Anonymous Author
Very helpful - some great ideas for helping everyone shorten their month end close.
5
Member's Profile
Quite a few good points and tips. Very useful information. Short and very concise.
5
Member's Profile
Useful information delivered in an engaging way. Top notch instructor and course!
5
Member's Profile
It was really nice course.i recommend all working professional to take this course
4
Member's Profile
The course was very informative and there were some really solid points discussed.
5
Anonymous Author
This course would be helpful for those who are unfamiliar with a financial close.
5
Member's Profile
Very practical presentation. Emphasis on process and implementation was excellent.
5
Member's Profile
This was an excellent summary on how to identify a quicker monthly close process.
4
Anonymous Author
Good ideas for all company sizes, looking forward to implementing some new things
4
Member's Profile
Helpful tips and techniques on how to reduce the time in closing the financials.
5
Anonymous Author
blair cook is a fun instructor, good points to get a financial close done quicker
5
Anonymous Author
Practical and usual ideas and techniques were provided to get to a quicker close.
5
Member's Profile
Lot of new ideas to consider for month end close was brought up in this lesson.
5
Member's Profile
I liked the different ideas it had for finding ways to minimize the close time.
4
Anonymous Author
Great course with some tips and tricks that can be implemented into our company.
4
Member's Profile
Lots of good tips included in this course. Food for thought for many areas.
5
Member's Profile
Good wording, great examples and easy to understand the process in the 5 steps.
5
Anonymous Author
Very helpful tips. I definitely would like to apply some of these in my close.
5
Member's Profile
Mr. Cook's courses are consistently excellent and this course is no exception!
4
Anonymous Author
Companies trying to shorten close cycles would get the most out of this course
5
Anonymous Author
Some really good information here. Instructor was engaging and knowledgeable.
5
Member's Profile
this course was excellent. well structured, easy to follow and content rich.
5
Member's Profile
Blair is the man. Love his courses as his presentations are totally awesome.
4
Member's Profile
Materials are easy to follow, albeit a little too long for the 1 hour credit.
4
Member's Profile
some good ideas/ best part was the detailed step of how to implement change.
4
Anonymous Author
This course provided a good overview of steps for a quicker financial close.
5
Anonymous Author
Great course. A good brief overview of things to consider. Very encouraging
5
Member's Profile
Lively presentation, theory is supported by steps backed by great examples!
3
Anonymous Author
The explanation for the need of a shorter close was explained very well.
5
Anonymous Author
Very matter of fact and relevant to a current project I am working on now.
5
Anonymous Author
Blair highlights a number of helpful considerations for the close process.
5
Anonymous Author
Great course, helps put you in the right mindset to start making changes.
5
Anonymous Author
Relevant to similar process improvements I've been apart of in workplace.
5
Member's Profile
This was a fairly straightforward course, quick, painless, and enjoyable.
5
Member's Profile
Great ideas to improve the closing process and to implement new changes.
4
Anonymous Author
Speaker was very enthusiastic, almost to the point where he was yelling.
5
Member's Profile
Helpful review of ideas! A positive approach to implement faster close.
5
Anonymous Author
Great job! I really like your structure of the plan. Highly recommended.
4
Member's Profile
Terrific course to remind you as to how to improve the close as a team
5
Anonymous Author
Great and quick synopsis around the area of month end financial close.
5
Anonymous Author
The information and materials used are very adequate to the course.
5
Member's Profile
Useful information relayed in a logical and understandable fashion.
5
Anonymous Author
Good class on strategies to improve close - relevant and insightful.
5
Anonymous Author
Overall a good presentation with specific ideas for a quicker close.
5
Member's Profile
Very thorough and realistic analysis of how to do a faster close.
3
Anonymous Author
Accounting managers/supervisors would get the most from this course
5
Member's Profile
Blair is a great instructor. Thoroughly enjoy all of his courses.
5
Member's Profile
Helpful for any company to achieve a value-adding accounting dept.
4
Anonymous Author
I enjoyed the course, and I would recommend the course to others.
5
Anonymous Author
Great course and good outline to develop plan for a "fast close."
5
Anonymous Author
Great information! I appreciate the attention on employee focus.
4
Anonymous Author
Good balance of actual ideas and process with key stakeholders.
5
Anonymous Author
This course was okay. Not applicable to every situation/company.
5
Anonymous Author
Thought provoking material taught by a very dynamic instructor.
4
Member's Profile
A lot of good points are made in shortening the close process.
5
Member's Profile
tips on change mangement and how to shorten the closing process
3
Anonymous Author
Exam questions did not seem to be clearly covered in the course
5
Anonymous Author
Blair Cook is a great course instructor and course is valuable
5
Member's Profile
Excellent baseline presentation of straightforward material.
5
Member's Profile
The supporting materials were helpful in reviewing the course.
5
Member's Profile
This guy is interesting, not dry at all, cool Canadian accent.
4
Anonymous Author
Was well-rounded and informative based on the material length.
5
Anonymous Author
Good course. I learned a lot about a tighter close process.
5
Member's Profile
Insightful commentary with real world, attainable, objectives
5
Member's Profile
Was a great course, I love the enthusiasm of the instructor.
5
Anonymous Author
Several really good tips on how to improve the close process
5
Anonymous Author
Direct and to the point with some good ideas along the way.
5
Member's Profile
I especially appreciated the change management discussion.
4
Member's Profile
Good course. Very insightful. Instructor is very engaging.
4
Anonymous Author
good ideas for analyzing my organization's financial close
5
Member's Profile
Excellent presentation. Learned quite a bit in short time
5
Member's Profile
Good info. Detailed slides that go along with the video.
4
Anonymous Author
Good recommendations for speeding up the closing process
5
Member's Profile
Blair is a great teacher. He hits the essential points.
5
Member's Profile
This course contained helpful and practical information.
4
Member's Profile
Creative ways of thinking built on real world experience
5
Anonymous Author
Great course, liked the Appreciative Inquiry suggestion.
5
Member's Profile
Short, sweet and to the point, this was a good course.
4
Member's Profile
The instructor was entertaining and easy to listen to
4
Anonymous Author
The topic was useful and relevant to today's workplace
3
Anonymous Author
good good good good good good good good good good good
5
Member's Profile
The course help me to organize the process in my work
3
Anonymous Author
Best audience would be for acct department managers
5
Anonymous Author
Practical, insightful, entertaining. Great lesson.
4
Anonymous Author
Good presenter - brought the subject matter to life
5
Member's Profile
Good content and ideas to apply to your business
5
Anonymous Author
Good information and no non sense presentation.
5
Member's Profile
Very good insight and ideas for consideration
5
Member's Profile
Thank you very much for the valuable course.
4
Anonymous Author
Love the point ideas provided in the course.
5
Member's Profile
Everyone in our department should take this.
5
Member's Profile
Slides are great and humor is appreciated
5
Anonymous Author
Great job, very concise and informative.
2
Anonymous Author
The instructor sounded like shouting.
5
Member's Profile
Glad to know a few new tips on closing.
5
Member's Profile
Great points that are very pragmatic.
5
Member's Profile
I think the lecturer was a bit slow.
4
Member's Profile
Well scripted and presented Course
4
Anonymous Author
Brings up some interesting ideas.
5
Member's Profile
Great Class!! Great Instructor!!
5
Anonymous Author
Good ideas to speed up the close.
5
Member's Profile
Very good ideas and information.
5
Anonymous Author
Short sharp and succinct Videos
5
Anonymous Author
Good tips for a speedy close...
4
Anonymous Author
I really like this instructor.
5
Anonymous Author
The course is short and good.
5
Anonymous Author
Very clear and easy to follow
5
Anonymous Author
Practical and useful class.
5
Member's Profile
Good, Common Sense advice.
5
Anonymous Author
Good overview and insights
5
Member's Profile
great guidance and insight
4
Anonymous Author
Got new ideas to implement
4
Anonymous Author
Good introductory course.
4
Anonymous Author
Straight forward course.
5
Member's Profile
Great streamlining ideas.
4
Anonymous Author
It was a very good course
5
Anonymous Author
tips for closing earlier
4
Anonymous Author
Good high level overview
Member's Profile
Pretty basic information
5
Member's Profile
Blair Cook is awesome!
4
Anonymous Author
Very good suggestions!
4
Anonymous Author
short and to the point
4
Anonymous Author
Great course as usual.
5
Anonymous Author
Useful information!
5
Anonymous Author
Informative class.
5
Member's Profile
Good suggestions.
5
Anonymous Author
Very informative!
5
Member's Profile
People Management
4
Member's Profile
Some useful ideas
5
Anonymous Author
Some good tips
4
Member's Profile
Very informative
4
Member's Profile
Excellent course
4
Anonymous Author
Many good ideas.
5
Anonymous Author
Very Informative
5
Member's Profile
Very inspiring.
4
Anonymous Author
Good information
Member's Profile
Good viewpoints
5
Anonymous Author
helpful course
5
Member's Profile
good concepts
5
Member's Profile
Great course!
4
Member's Profile
Good content.
5
Member's Profile
Nice summary.
5
Member's Profile
Great course!
5
Member's Profile
Very helpful
5
Anonymous Author
Great ideas!
5
Anonymous Author
Great course
4
Anonymous Author
Good Ideas.
5
Member's Profile
Very Helpful
4
Anonymous Author
good course
4
Anonymous Author
informative
5
Anonymous Author
Pretty cool
3
Anonymous Author
Too general
4
Anonymous Author
good ideas
4
Anonymous Author
Excellent!
5
Member's Profile
Thank you!
Anonymous Author
a bit slow
4
Anonymous Author
Excellent
5
Anonymous Author
Awesome!
3
Member's Profile
intesting
5
Member's Profile
Helpful
5
Anonymous Author
helpful
4
Anonymous Author
Simple
5
Member's Profile
Great!
4
Member's Profile
Useful
5
Member's Profile
thanks
5
Member's Profile
Good!
5
Anonymous Author
Good.
5
Anonymous Author
quick
4
Member's Profile
good
4
Member's Profile
NA
3
Member's Profile
ok
4
Anonymous Author
.

Prerequisites

Course Complexity: Intermediate

Prerequisite: An understanding of accounting.

Prerequisite: Exposure to the financial close process.

Advanced Preparation: None

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .

2 QuestionsCourse Questions and Answers

User picture

Good job! Do you have any tips on efficiently reviewing the books? i.e. making sure that transactions were recorded to the correct accounts?

Member's Profile

Process and technology solutions work the best. Make it virtually fool proof that transactions get entered into the wrong accounts. If that isn't realistic, take the time to train people to self-review their own work as they go. Use guides and control totals whenever possible.

Course Syllabus
INTRODUCTION AND OVERVIEW
A Quicker Financial Close
  4:57Bottlenecks in the close process
  17:59Ideas for achieving the fast close
  18:04Making it happen
CONCLUSION
  3:43Conclusions
Continuous Play
  50:01Best Practices for a Quicker Financial Close
SUPPORTING MATERIALS
  PDFSlides: Best Practices for a Quicker Financial Close
  PDFBest Practices for a Quicker Financial Close Glossary/Index
REVIEW & TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM