Webinar: Mastering Cash Controls: Financial Safeguards From the Front Lines
This webinar will take place at 10:00 am EST and is offered at no charge. CPE credit will be offered.
Cash is the lifeblood of a business, and in today’s dynamic financial environment, effective cash control is more critical than ever for organizations of all sizes. Fraud, weak internal processes and overlooked reconciliation practices can put your financial health at serious risk.
Join Kaitlyn Axenfeld, CPA/CFF, CFE, audit partner at Dannible & McKee, and Austin French, AVP & commercial banking relationship manager at NBT Bank, for a dynamic webinar that brings together the perspectives of both an auditor and a banker. Together, they will explore real-world best practices, common pitfalls and strategic approaches to managing and safeguarding cash.
In this webinar, you will learn how to:
- Recognize the most common cash control pitfalls—and how to avoid them
- Implement effective internal controls that deter fraud and errors
- Strengthen your reconciliation processes to catch issues early
- Understand how banks assess and support strong cash management practices
- Build a framework that enhances transparency, trust, and long-term financial security
Whether you’re a small business owner, nonprofit leader or financial manager, you’ll gain actionable insights to strengthen your organization’s financial integrity and reduce risk.
1.0 Accounting CPE Credit Provided
FEATURED PRESENTERS
Kaitlyn H. Axenfeld, CPA/CFF, CFE, is an audit partner at Dannible & McKee, LLP, with more than 12 years of experience delivering audit, review, compilation, and consulting services to a diverse range of clients. She is also highly experienced in forensic accounting, assisting law firms and privately held companies with fraud detection, prevention, and damage calculation matters. Drawing on her background in auditing and fraud prevention, Kaitlyn provides actionable strategies for strengthening internal controls, mitigating risk and safeguarding cash, the foundation of sound financial management.
Austin French is an assistant vice president and commercial banking relationship manager at NBT Bank, where he works with business clients across the Central New York footprint to develop customized financial solutions that improve operations and drive sustainable growth. With experience in assisting companies with their cash management and liquidity strategies, he also provides guidance on how companies should think about internal controls and fraud protection. Austin offers a practical banking perspective on how businesses can protect and optimize their cash flow.
CPE CREDIT
Dannible & McKee, LLP 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.
This is an intermediate-level, live presentation, and the learning objectives are shown in the conference agenda. The prerequisite is basic business knowledge, and no advanced preparation is required.