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The Shrinking Finance Team: How to Do More With Fewer People

June 10 @ 11:00 am - 12:00 pm
The Shrinking Finance Team How to Do More With Fewer People

Where lean teams lose hours, what to automate first, and how to redesign month-end to scale down with you. Hosted by former Controller & CFO, Jim Norton, CPA

Can’t make it live?
Every registrant receives full access to session recordings and materials.

Your team got smaller. The work didn’t.

Headcount is down but expectations aren’t. Closes need to land on time, forecasts need to be sharper than ever, and the business is asking finance for more strategic input.

If you’re wondering how to keep delivering at the same standard with fewer people on the bench, you’re not alone. Based on conversations with finance leaders across Acumatica, Sage Intacct, and Business Central, the shrinking finance team is the defining challenge of 2026, and most playbooks haven’t caught up.

This session is built for the leaders who have to figure it out anyway.

What We’ll Cover in 60 Minutes:
  • Where lean teams lose hours – and which losses compound
  • The three workflows worth automating first
  • How to redesign month-end close so it scales down with your headcount instead of breaking under it
  • Protecting controls and audit-readiness when fewer hands are on the data
  • A maturity framework to benchmark where your team is and where to invest next
Who Should Attend:
  • CFOs navigating headcount pressure without sacrificing output
  • Controllers redesigning the close for a smaller team
  • FP&A and accounting leaders looking to automate the right things first
  • Anyone in finance whose job has quietly doubled in the last 12 months
Your Host:

Jim Norton is a licensed CPA and former Controller and CFO who brings real-world finance leadership context to accounting technology. He began his career in public accounting performing nonprofit audits and Form 990 engagements, then moved into leadership roles where he owned month-end close, budgeting, audit readiness, and board reporting. Today, as a Senior Product Manager at Velixo, he applies that real-life perspective to help finance teams improve accuracy, efficiency, and confidence in their numbers. 

Free for every registrant: The Lean Finance Self-Assessment + Guide

After the webinar, we’ll send you our Lean Finance Self-Assessment, a 10-minute diagnostic that pinpoints exactly where your team is leaking capacity. It’s paired with a companion guide that maps each finding to a specific, practical fix. Use it to turn what you learned into a plan you can act on this quarter.

Event Date & Time:

June 10, 2026 | 2:00PM – 3:00 PM (ET), Zoom

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