7 Skills of a Successful Sales Person

The financial services industry is built on client and customer relationships. Today, you can forge deep, long-lasting connections by delighting customers, clients and partners with intelligent, contextual experiences.

Despite recent trends toward digital transformation and a new wave of ERP technology, many accounting teams still rely on traditional, manual processes to close the books. In other words, the close is chaos with a deadline. But it doesn’t have to be. This Financial Close Excellence webinar series explores aspects of the Financia

Anaplan enabled SoftwareONE to eliminate budgeting via spreadsheets and introduce workflows which helped their 180 strong planning team to collaborate more efficiently on all aspects of their profit and loss including intercompany budgeting.

This webinar will provide the banker with the “basics/ refresher” of accounting. The training session will demonstrate how the income statement, statement of owner’s equity, balance sheet, and statement of cash flows are developed and connect to each other.The session will also cover the “ten step” accounting cycle leading up to the creation of the financial statements including the rules of debits and credits, accrual versus cash basis accounting, adjusting entries, accounting for inventory and receivables, long-term liabilities and depreciation, proper analysis of the notes to the financial statements, types of financial statements, and the CPA opinion.