Strategies for Streamlining Reconciliations in Excel (2 CPE)

When:  Sep 14, 2017 from 5:30 PM to 8:00 PM (CT)
Associated with  Minneapolis Chapter

5 Strategies for Streamlining Reconciliations in Excel

This session will equip you with an end-to-end approach for streamlining and standardizing your reconciliation process. Learn strategies leveraged by some of the world’s most innovative companies for staying audit-ready by ensuring the completeness – and accuracy – of your reconciliations. Attendees receive access to 3 best practice Excel reconciliation templates.
Participants will be able to:

  • Streamline and standardize your reconciliation process with strategies leveraged by some of the most innovative companies in the world
  • Ensure completeness when closing the books
  • Understand real life examples of workflow adjustments that have helped organizations implement regular reconciliations
  • Reduce the number of days it takes to reconcile your accounts
  • Implement best practices for staying audit ready

About Our Speaker:
Shivang Patel is an established Account Executive at FloQast with significant SaaS and overall system implementation/management experience, including an extensive background in Financial Accounting for both public and private corporations.
Shivang began his career in the audit practice at Armanino, performing financial statement reviews and conducting SOX compliance audits. He then went on to join the accounting team at Ruckus Wireless, managing the overall accounting cycle, including process design improvements across all facets of the month-end close helped the company navigate its 2012 IPO.

FloQast is close management software built by accountants for accountants so they can close faster and more accurately. We know how important Microsoft Excel and the General Ledger are in your day to day, which is why we built FloQast to seamlessly integrate with your existing systems and checklists to work the way your team does.  FloQast provides a single place to manage the close and give everyone visibility. It improves team alignment and is the future of the month-end close.  


Rojo Mexican Grill
1602 West End Blvd.
St Louis Park, MN 55416


Lianne Loeks