Controller Series: Best Practices: The Soft Close WEBCAST

Tuesday, June 14 7:00am - 8:00am PDT

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1.0 Credits

Member Price $65.00

Non-Member Price $76.00


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.


The close process Big picture. Process improvement. Transition to a soft close. Best Practices Handling Resistance to Change


Prior management experience.

Designed For

Aspiring leaders and leaders of teams and organizations.


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. Select the procedures that can be automated to mitigate human error. Determine the tradeoff between internal controls and fast close processes. Identify the necessary steps to transform the close process.






Leader Bios

James Lindell

James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 40 M & A projects.

James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA’s and the Wisconsin Institute of CPA’s and a member of Wisconsin Chapter of National Speaker Association. .

Jim is the author of the AICPA course “AICPA’s Annual Update for Controllers”, “Targeting the Bottom Line: Taking the Guesswork out of Financial Management”. He is a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days not Weeks”.

James Lindell is “an excellent discussion leader! He has good presentaiton skills, he involves the group, and he makes his material interesting.” - S. Krohmer, attended AICPA’s Annual Update for Controllers.

James Lindell is “a great speaker who is very interesting and engaging.” - L. Meadows, attended AICPA’s Annual Update for Controllers.

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Non-Member Price $76.00

Member Price $65.00