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Live Webcast Replay

Shorten Month End - Apply Lean Thinking to Your Month-End Closing Process

Total Credits: 4 including 4 Accounting - Technical

Average Rating:
ACPEN Industry Institute |  Accounting and Auditing |  Industry
John L. Daly
Course Levels:
4 Hours
Product Type:
Live Webcast Replay


Surveys show that the average North American company completes their monthly financial statement closing in five days.  However, some companies are able to close their books in one day or less.  Many financial managers who feel pressured to shorten financial statement preparation time struggle with the balance between accuracy and speed.


This webcast will focus on the key aspects of every close and provide participants with methods to prepare better quality financial information more cheaply and in less time.

Basic Course Information

Learning Objectives

*Gain insight into how to do a month-end closing faster, better and more cheaply

Major Subjects

*Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close

*Review and discuss information systems’ headaches that slow you down

*Work through examples of close cycle “time killers” and how to resolve them

*Get inventory and cost of sales under control  

*Identify the improvement projects that will yield the biggest benefit

*Review what leading edge finance managers are doing to close more quickly

Course Materials


John L. Daly's Profile

John L. Daly Related seminars and products: 61


John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development.  He has taught continuing professional education courses since 1995 and began doing ethics seminars two weeks before the Enron scandal.  John has been CFO for a Tier 1 automotive parts supplier and a large restaurant chain and COO for a window treatments manufacturer and retailer.  He is the author of "Pricing for Profitability", published by Wiley and Sons.

Additional Info

Basic Course Information

Prerequisites Some month-end closing experience
Advanced Preparation None
Course Developer Executive Education, Inc.
Designed For CFOs, Controllers, other corporate, government and nonprofit accountants and those who advise them
Yellow Book No
Original Recording Date 03/09/2016
Date Added to Catalog 1/6/2016

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. 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:

Course Registration Requirements

Online Registration 

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 

Promo Video



Overall:      4.4

Total Reviews: 411


Ann W

"Very satisfying course Very relevant and helpful!!"

Lenore Lord P

"Time was productive."

Sarah G

"Great class!"

Sue V

"I like to attend John Daly's webcasts because he worked in the areas he talks about. He is an operating person with real experience and knowledge."

Laura K - Farmington Hills, Michigan

"Great presentation. "

Randall T

"Several items that I can take away from this for continuous improvement!"

Keven C

"Well Presented"

Deanna W - Houston, Texas

"Very helpful content and great job by the presenter"

John M


Theresa S

"I really enjoyed and found value in the case study discussions."

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