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Self-Study CPE
BILL SPEND & EXPENSE: THE POWER OF CLIENT ADVISORY SUCCESS AT PARABLE ACCOUNTING
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BILL DEMO: STREAMLINE CASH FLOW WITH INSIGHTS & FORECASTING
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EXCEL CHARTS AND VISUALIZATIONS
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Self study cpe
Unlocking Financial Efficiency With Ramp

UNLOCKING FINANCIAL EFFICIENCY WITH RAMP

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateOctober 12, 2023
Date OfferedOctober 14, 2024
Expiration DateOctober 14, 2025
Course Description

Navigating the complexities of financial transactions, reimbursements, and vendor management can be a daunting task. This webinar aims to simplify these processes by offering a deep dive into Ramp's robust financial management platform. Designed specifically for accountants, bookkeepers, and financial teams, this course will equip you with the tools and knowledge to streamline your accounting workflows, reduce human error, and accelerate month-end closings.


Learning Objectives:


  • Identify the key features of Ramp's financial management platform that can be leveraged to streamline accounting workflows and reduce human error

  • Evaluate the effectiveness of automated accounting rules in Ramp for accelerating month-end closings and improving financial accuracy

  • Plan a strategy for implementing Ramp's tools into your existing accounting processes to optimize financial transactions, reimbursements, and vendor management




FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

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Additional Materials
Glossary
Webinar Technical FAQs
Review Questions
Review Questions
QUESTION 1: 0:00:44 minutes
QUESTION 2: 0:11:15 minutes
QUESTION 3: 0:33:21 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Jessica Stent

Ramp
Customer Education Manager
[email protected]

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Jessica is the Customer Education Manager at Ramp focused on educating and enabling customers with best practices at scale. She was born and raised in Chicago and has spent the last six years working in customer-facing technology roles while living in San Francisco.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

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About Our Presenter

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Ramp is the ultimate platform for modern finance teams. Combining corporate cards with expense management, bill payments, vendor management, accounting automation, and more, Ramp is the all-in-one solution designed to save businesses time and money, and free finance teams to do the best work of their lives. Our mission is to help build healthier businesses, and it’s working: over 15,000 businesses on Ramp save an average of 3.5% more and close their books 8x faster. Founded in 2019, Ramp powers the fastest-growing corporate card and bill payment platform in America, and enables tens of billions of dollars in purchases each year.

Ramp’s customers span the full gamut of US businesses—from visionary startups to industry leaders. It’s trusted by companies of all stages and sizes – from startups like Morning Brew, Glossier, and Seed, nonprofits like KIPP Public Schools and The Joffrey Ballet, beloved brands like Eventbrite, Discord, and Sierra Nevada, to global enterprises like Anduril, Virgin Voyages, and Marqeta.

Recently named Fast Company’s 2023 Most Innovative Company in North America, Ramp is NYC’s fastest-growing startup. Investors include Founders Fund, D1 Capital Partners, Thrive Capital, Redpoint Ventures, Coatue Management, Iconiq, Altimeter, Stripe, Lux Capital, Vista Public Strategies, Spark Capital, Definition Capital, General Catalyst, Avenir Growth Capital, 137 Ventures, Declaration Partners, and more.