Excellence in AP: A Year-End Review

Join us in this webinar for a practical, end-to-end checklist to help your AP team close out the year with confidence. We'll walk through the documentation to gather and verify, how to approach reconciliation so there are fewer last-minute corrections, and the often-overlooked steps that can trip up even experienced teams before the books close. Whether you're an AP specialist, manager, or finance leader, you'll leave with clear, actionable guidance you can apply right away to finish the year strong and start January with fewer surprises.

What You’ll Learn:

• Documentation essentials: What to gather, verify, and file before the books close
• Reconciliation best practices: How to tie out vendor statements, subledgers, and the general ledger with fewer last-minute corrections
• Commonly missed steps: The year-end tasks AP teams often overlook, and how to catch them early
• A repeatable checklist: A step-by-step process you can apply to your current close and use again next year

Nicole Caley
Senior Director of AP Shared Services, Aspen Dental

Nicole Caley stands at the forefront of the Operational Accounting world, bringing over 25 years of diverse and extensive experience, using her results- oriented, entrepreneurial mindset and leadership ability to drive change. As current Senior Director of AP Shared Services with Aspen Dental, she not only leads a 16-person remote team that ensures the accuracy over $1.5 billion in payments annually, she also consults AP teams across the country creating world class AP departments and processes. In her roles, Nicole concentrates intensively on Organizational Leadership, staff development, training, and using technology to advance the world of operational accounting.

As a valued speaker and partner of The Institute of Finance and Management (IOFM), Nicole focuses her workshops on Leadership with sessions focusing on Emotional Intelligence, Conflict management, building and motivating high performing teams, how to make leadership a habit, and the essential soft skills of leadership. In additional to being a respected speaker in the industry, Nicole also teaches certification courses with IOFM for accounts payable, accounts receivable, procure-to-pay, and order-to-cash.

Nicole earned her BA in Accounting, with a Certificate in Forensic Accounting, and then her MBA with a concentration in Organization Development, from Benedictine University. She has served for the last 4 years as the President of the Board of the Illinois Chapter of IOFM. In 2016 she was awarded AP Director of the Year for companies over $1 billion by the Institute of Finance & Management. In 2018 Nicole was awarded Top Professional of the Year in Finance & Management by The International Association of Top Professionals (IAOTP), and in 2019 was awarded Empowered Woman of the Year by IAOTP where she was featured in Top Industry Professional Magazine. 

Grace Berube
Senior Content Manager, IOFM

Grace is the Senior Content Manager at the Institute of Finance & Management (IOFM), where she has led content strategy and development since 2022. In this role, she oversees all aspects of IOFM’s digital and event-based content, ensuring it remains timely, relevant, and actionable for all financial operations professionals.

Grace manages IOFM’s robust library of site content, leads the organization’s editorial and member webinar programming, and hosts IOFM’s podcast series. She also oversees a team of subject matter experts who contribute thought leadership and educational articles. In additional, Grace curates and manages all speaker content for IOFM’s in-person and virtual events, ensuring consistency and quality across every touchpoint. With nearly three years in the role, Grace brings a deep understanding of the financial operations landscape and a passion for delivering content that empowers professionals to excel in their roles.