Track: Treasury Operations

Investments: Streamlining the Reporting and Accounting Processes

Monday, October 20, 2008
4:00 p.m. - 5:30 p.m.
Room: 409 AB

This presentation will show how today's leading organizations are identifying manual, inefficient processes and converting them into realtime, streamlined reporting strategies that bolster performance for GAAP and SEC compliance, senior management and board reporting, risk analysis and forecasting.

Speakers:

• Dexter A. Newman
  Director, Corporate Finance
  Best Buy

• Tyler M. Haws, CPA
  Customer Solutions
  Clearwater Analytics

Objectives

• Identify manual, inefficient reporting processes that can lead to investment accounting inaccuracies, stale information, and exhaustive time-consuming efforts
• Learn a model on how investment functions can be converted into streamlined and paperless processes
• Know why investment accounting is risky and find out how to establish a process to adapt to the constantly-changing accounting and disclosure regulations
• Learn how to convert manual and time-consuming reporting and accounting processes into automated, paperless, intuitive and real-time information

Pre-Requisites

• Some involvement with the treasury or accounting functions of an organization

Take-Aways

• Informational outline of the latest accounting/regulatory standards and examples of streamlined processes

CPA Field of Study: ACCT