An Effective and Efficient Closing Process: Roundtable Discussion

AdvisorSharingDocumentWithClient
  • 4/25/2017 – 6/7/2017
  • Various Locations
  • Hosting

Expectations are changing for an efficient and effective year-end close. In years past, finance professionals were asked to make sure debits and credits balanced. Now stakeholders are expecting much more, and new practices can translate into a successful annual audit.

This roundtable for finance professionals in nonprofits and state and local government will explore ideas to maximize the capabilities of your accounting systems, new perspectives on data management, and insights into financial closing and reporting best practices.

This is the second nonprofit financial roundtable topic planned for 2017. See below for dates and locations to join us at a complimentary roundtable near you.

Upcoming events

Albuquerque, New Mexico

Wednesday, May 3
Noon – 2 p.m. (lunch at 11:30 a.m.)
CliftonLarsonAllen, Cafe
6501 Americas Parkway NE, Suite 500
RSVP to lorri.sedillo@CLAconnect.com

Eau Claire, Wisconsin

Tuesday, May 23
8 – 10 a.m. (breakfast and registration at 7:30 a.m.)
CliftonLarsonAllen
3402 Oakwood Mall Drive, Suite 100
(Webinar option also available, without CPE)
RSVP to lori.mudge@CLAconnect.com

Indianapolis, Indiana

Thursday, April 27
8:30 – 10:30 a.m. (breakfast and registration at 8 a.m.)
CliftonLarsonAllen
9365 Counselors Row, Suite 200
RSVP to carolyn.nelson@CLAconnect.com

Lakeland, Florida

Tuesday, May 2
8:30 – 10:30 a.m. (breakfast and registration at 8 a.m.)
CliftonLarsonAllen
402 South Kentucky Avenue, Suite 600
RSVP to grace.williams@CLAconnect.com

Milwaukee, Wisconsin

Tuesday, May 9
Noon – 2 p.m. (lunch and registration at 11:30 a.m.)
CliftonLarsonAllen, Garden Level Conference Room
10700 West Research Drive
RSVP to kathleen.lange@CLAconnect.com

Minneapolis, Minnesota

Wednesday, June 7
8:30 – 10:30 a.m. (continental breakfast and registration at 8 a.m.)
CliftonLarsonAllen, Eighth Floor Impact Center
220 South Sixth Street, Suite 300
RSVP to shana.vachhani@CLAconnect.com

Phoenix, Arizona

Tuesday, April 25
Session incorporated into a full day learning session
RSVP to meghan.cameron@CLAconnect.com

St. Louis, Missouri

Thursday, May 4
9 – 11 a.m. (breakfast and registration at 8 a.m.)
St. Louis Community College Corporate College
3221 McKelvey Road
Bridgeton
RSVP to jessica.patterson@CLAconnect.com

Toledo, Ohio

Thursday, May 11
9 – 11 a.m. (breakfast and registration at 8:30 a.m.)
CliftonLarsonAllen
One Seagate, Sixth Floor
RSVP to kelly.romaker@CLAconnect.com

Watch our event calendar to learn more about upcoming gatherings in your area, or sign up to receive electronic invitations to these events.