Session #7

Virtual and Remote: Navigating the Next Financial Close
11:35 a.m. – 12:50 p.m.   
CPE Field of Study: Accounting (Governmental)

PPT Presentation

As workers were forced to abandon their offices earlier this year, many finance leaders found themselves in a predicament: how to manage a period-end close with a distributed and distracted workforce involving collaboration across different systems and locations.  Join this session to discuss where finance leaders have made progress, and what the journey to improvement can look like.   We’ll explore examples of getting out of your comfort zone, maneuvering budgets and constraints, audit considerations, and taking it to the next level with digital tools.


Jeffrey Goodwin, CPA, is an advisory partner with over 24 years of audit and consulting experience at Deloitte. As the assurance and internal audit leader, Jeff delivers services including financial and accounting process transformation, systems implementation validation and assessments, analytics and solution development, internal audit, SSAE16 reports, and assessment and internal control related engagements. Through his years of experience providing services to the public sector, Jeff has served a variety of public sector entities at the federal, state and local level. Currently, Jeff also leads the advisory services for Deloitte’s state of Colorado account team.  

Beth Portman is a senior manager in Deloitte's Accounting & Internal Controls practice. An experienced leader with a proven track record in process improvement, systems design and implementation, and project management, Beth has more than 35 years of experience in government, public sector, healthcare and financial services organizations in various financial accounting and project management roles along with significant project experience with multiple ERP applications. Beth's project approach is to focus on business process best practices and her objective is to optimize the system configuration. With more than 20 years in project management and systems implementation, Beth knows how to deliver projects and to ensure a successful go-live.

Amy Tener has more than 26 years of experience in government consulting and more than a decade of P&L responsibility across federal, state and local, and not-for-profit clients. She has architected large outsourcing and business services engagements and built integrated teams to drive large-scale transformations to increase capabilities and help reduce operating costs.  Amy experience across all levels of an engagement from operations to C-Suite strategies. Amy also has a passion for mentoring  and promoting diverse workforce and inclusive environments to facilitate the thinking, collaboration and innovation necessary in large complex engagements.

Jocelyn Quintos is a distinguished finance and technology executive with over 25 years of experience in financial administration, budgets and information technology. As director of the Accounting, Operations and Systems Division with the San Francisco Controllers Department, Jocelyn leads a team that controls the city’s financial activities and accounting procedures and manages the city’s financial management information system.

Prior to joining the Controllers Department, Jocelyn received a City of San Francisco Good Government Award for modernizing the Department of Public Works. Her diligence and dedication in working across many city departments led, in a mere six months, to the automation of the department’s Contract Service Orders, Change Orders, and HRC Compliance/Payment Authorization systems.

Jocelyn has an M.B.A. and is a certified public accountant in the state of California, a chartered global management accountant, and is certified in financial forensics.


The NASACT Community

NASACT serves as the premier organization working to bring together state auditors, state comptrollers and state treasurers to cooperatively address government financial management issues. NASACT also manages two secretariats - the National State Auditors Association (NSAA) and the National Association of State Comptrollers (NASC). Both NSAA and NASC are included under the umbrella of NASACT’s budget and utilize staff hired by NASACT.