Mastering Business Finances: From Bookkeeping to Strategic Planning or Bookkeeping vs. Controller vs. CFO / Month-End Madness: Tackling Common Closing Challenges

Are you ready to take control of your company’s financial health and make smarter, more strategic decisions? Join us for Mastering Business Finances, a dynamic two-part session designed to help family-owned and closely held businesses better understand both big-picture financial roles and the nuts-and-bolts of daily accounting operations.

Part One: Bookkeeping vs. Controller vs. CFO – What’s the Difference?
Gain clarity on the essential financial leadership roles—Bookkeeper, Controller, and Chief Financial Officer (CFO). Our expert panel will break down what each role entails, when to hire for each position, and how these roles collectively support a business’s growth and stability. Learn how strategic financial planning can guide your business forward, and walk away with a clear roadmap for building the right financial team.

Part Two: Month-End Madness – Tackling Common Closing Challenges
The end of the month doesn’t have to be mayhem. This session dives into common issues faced during the monthly close process, including bottlenecks, system integration challenges, and communication breakdowns. You’ll gain actionable strategies to streamline your close process, reduce stress, and build a more efficient accounting workflow.

Why Attend?

• Understand the differences and collaboration points between key financial roles

• Discover practical tools and strategies for more efficient financial operations

• Learn from experienced financial leaders across industries

• Ask questions specific to your business during the live Q&A

• Network with other business leaders facing similar challenges

Speakers: 

• Jacques Santucci, President, Opus Consulting
• Nick Sampson, BNN’s Client Accounting & Advisory Services Practice Lead, Baker Newman Noyes