Controller Series: Best Practices: The Soft Close

12:00 am–11:59 pm ET

# of CPE Credits




Please note: This course must be completed by Sunday, April 30, 2023 at 11:59 pm ET. Please complete the course AND submit credit before the deadline. Please note that CPE hours are on a Calendar year for renewal purposes.
Save a copy of your Certificate of Completion for your records. Once submitted, your CPE hours will also reflect in your official CPE transcript.


We have transitioned from a hard and slow close to a soft and fast close. However, accountants may still struggle with the balance between information accuracy and availability. To be successful, accountants must provide quicker information availability to impact organization results. Simply reporting on results is no longer acceptable. In this course, you will learn how to shift your processes for the close in a way that minimizes errors and extra work while increasing the satisfaction of your stakeholders.


Identify top roadblocks to adopting a fast close Identify software that makes the close process efficient and more streamlined Identify the real purpose for financial reporting Explore the procedures that can be automated to mitigate human error Determine the tradeoff between internal controls and fast close processes Understand the necessary steps to transform the close process


The Close Process – Big Picture Process Improvement Transition to a Soft Close Best Practices Handling Resistance to Change

Who Should Attend

Aspiring leaders and leaders of teams and organizations

Required Knowledge


Advanced Prep


Event Speaker(s)

Mr. James Lindell, CPA, CSP, CGMA, MBA ( Thorsten Consulting Group, Inc., Dousman, WI ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.

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Share This Event

Event Vendor:Business Learning Institute
Field of Study:Business Management & Organization
Level: Intermediate
Other:New Course

Event Type:On Demand
NASBA Instructional Method:Self Study
Event Code:AE015522

Registration Fees

– Accounting EducatorsEarly BirdRegular
Controller Series: Best Practices: The Soft CloseAccounting EducatorN/A$0.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

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