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Nancy Tso

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I lead client service at SkyStem and head up implementation of ART in the United States.

ART equips executives with striking insight into their balance sheet by transforming the account reconciliation process.  Do away with spreadsheets, crazy emailing and manual distractions.  Enjoy ART’s powerful workflow management and reporting tools to automate account reconciliations and become more productive without ever installing software.

If you cannot get away from a manual process right now, I want to share this with you:  The Shortest, Sweetest Best Practices List Ever on account reconciliations!  This is the most downloaded material on my site and I hope this will help you.

Publications & Mentions

Leveraging User Profile and Behavior to Design Practical Spreadsheet Controls for the Finance Function — 2011 European Spreadsheet Risk Interest Group Conference Proceedings, London.  (Available in the Cornell University Library)

Are We Expecting Too Little?  Three Outdated Beliefs about Balance Sheet Account Reconciliations that May be Driving Low Management Expectations on Quality, Productivity and Cost — SkyStem 2011  (Download SkyStem’s Whitepaper — Are We Expecting Too Little

This blog has been featured in and KnowledgeLeader (subscription based).

This blog has also earned a Google “+1” from my mom.

Past Experience

Fun Facts:

  • I lecture at DePaul University in Chicago, thanks to the amazing professor Sandra Shelton.
  • I chair the IIA Managers Roundtable in Chicago.  Throughout the year, join me and thirty bright, friendly folks in the business as we enjoy a lavish breakfast spread and discuss the burning (internal audit) issues of our day.
  • I do pro bono finance and funding work for a non-profit start up.  It’s no ordinary charity work.  ITT has done a vision session for us, and there is a documentary film crew following our development.  We can probably use your help too, if you want to check us out.
  • I have lived in Taipei, Kaohsiung, Los Angeles, Philadelphia, New York, Beijing, and Chicago.  I like Chicago the best.
  • I am a graduate of the Wharton Undergraduate program at the University of Pennsylvania
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