Deal Desk Optimization


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Deal Desk Optimization

November 19, 2019

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Please join us on Tuesday, November 19, 2019 from 1:00 PM to 2:00 PM (EST), when Tony Sondhi, (author, consultant, investment advisor, former EITF Member and one of the preeminent experts in the fields of revenue recognition, Lessee and Lessor Accounting for Lease, Securitizations, Statement of Cash flows – reporting and analysis, and financial reporting risks), presents our webcast on Deal Desk Optimization. Tony will discuss the essential principles of Deal Desk Optimization and the issues you as a member of your company’s deal desk (sometimes referred to as Sales Operations), financial reporting team or sales team with deal desk responsibilities need to know about Deal Desk Optimization. You will learn about the following critical issues (among others) in this webcast:

  • What you need to know about Deal Desk Optimization
  • Whether your company needs a deal desk or wants to make the deal desk a more effective management tool
  • How to integrate the deal desk and critical sales and finance processes

WHO SHOULD ATTEND:

This webcast is critical for those managers responsible for, and all team members participating in, the deal desk or revenue reporting at their firms, and the members of the financial reporting and investor relations team in your company. Sales team members, staff accountants, internal and external auditors, financial reporting managers, controllers, CFOs, and financial analysts responsible for financial reporting, presentation, and analysis of issues at their companies as well as all users of financial statements will find this webcast useful.

OBJECTIVES AND PREREQUISITES

This webcast is designed to help you better understand the critical considerations of the recently issued and potential reporting requirements Upon completing this webcast, you will:

  1. Learn about deal desk processes
  2. Improve your understanding of the financial reporting risks in the deal desk processes,
  3. Obtain key takeaways from public and non-public company reporting perspectives
  4. Understand potential implications for your firm.

 Given the introductory nature of this webcast, there are no prerequisites to attending this webcast.

A.C. Sondhi & Associates, LLC 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: www.nasbaregistry.org.