BlackLine launches Cash Application

AI-Powered automation for Accounts Receivable

Agenda

Start here to navigate your way through 3 general sessions, 12 workshops, 38 breakout sessions, and a special after-hours event with Trevor Noah. With 3 days of amazing content and certification opportunities, BeyondTheBlack is the ultimate Modern Accounting Experience.

Additional sessions and agenda details will be added as the event approaches. Check back here for the latest updates. Want to earn up to 12 CPE or CPD credits? Click here for more information.

Schedule at-a-glance
PRE-EVENT
8:00am - 9:00am PT
GENERAL SESSIONS
9:00am - 11:00am PT
BREAK
11:00am - 12:00pm PT
AFTERNOON PROGRAM
12:00pm - 2:00pm PT
POST-EVENT
2:00pm - 3:00pm PT
AFTER HOURS
4:00pm - 5:00pm PT
DAY 1
Tue, Nov. 17
DAY 2
Wed, Nov. 18
DAY 3
Thu, Nov. 19
President’s Keynote and Customer Innovation Showcase
BlackLine U Workshops (1 hour each)
Guest Keynote (Mike Walsh) and Product Roadmap
Breakout Sessions (30-60 minutes each)
Innovation Session and Strategic Partner Panel
The SAP Track
Expo Hall & Meet with an Expert
“Off The Books” with Trevor Noah
General Sessions

All times are in PT.

Leading with Resilience & Agility: Make the Move to Modern Accounting

Tuesday, 9:00 AM - 10:00 AM

From the way we work to the way we vacation, from how we shop to how we educate our children, this year changed everything. Business changed radically too, and so did Finance. 2020 has been an incredible test for finance and accounting teams everywhere. Yet, in a way, nothing has changed. In fact, the same old problems many F&A teams have been facing for years only came into stark contrast. It has never been clearer that traditional manual accounting processes are not sustainable. Join BlackLine’s President and COO, Marc Huffman, as he shares BlackLine’s vision for modern accounting. You’ll gain insight into how BlackLine has organized itself to enable every company in the world to streamline their finance transformation journeys and lead with resilience and agility. This session is eligible for 1 CPE/CPD credit in the Management Services field of study.

Customer Innovation Showcase: The 2020 Modern Accounting Awards

Tuesday, 10:00 AM - 11:00 AM

The Modern Accounting Awards honor the businesses and F&A leaders who have driven innovative approaches to accounting operations that deliver revolutionary results. Award winners demonstrate how they go beyond traditional accounting processes by embracing modern accounting to drive transformational outcomes. BlackLine Founder and CEO Therese Tucker will sit down with each of our four Modern Accounting Award winners to hear their inspiring stories oftransformational success. This session is eligible for 1 CPE/CPD credit in the Management Services field of study.

New Rules For A New World

Wednesday, 9:00 AM - 9:45 AM

COVID-19 is not only changing our way of life, it’s also hastening the arrival of a radical new future of work. For many of us, working from home has been a new and unexpected challenge—and this is just the start of a much bigger transformation set to reshape the nature of business itself. In order to survive, every organization will have to virtualize. Whether it be serving customers through digital channels or leveraging AI, algorithms, and automation to ensure business continuity, we are likely to experience a decade’s worth of change in the next twelve months. Not every business will make it, but those that do will never be the same again. And for leaders, now is the time to upgrade their capabilities, embrace new technologies, and reimagine what they do. Mike Walsh's inspiring keynote presentation will give you insight into the organizations and leaders that are successfully navigating this period of change, and show you how to create a playbook for your own transformation. Becoming future-proof is about more than just getting through the current crisis—it’s about being ready for the new world that awaits us on the other side. This session is eligible for 0.5 CPE/CPD credit in the Business Management & Organization field of study.

The Future of Accounting: 2025 & Beyond

Wednesday, 9:45 AM - 11:00 AM

It’s no secret that back-office teams are often the last to get exciting new technology to help them execute the critical work they’re doing. But there’s a shift happening. The sudden, unexpected disruption beset upon business has brought renewed attention to the importance of fast, accurate financials. Exciting technologies like machine learning and artificial intelligence are no longer reserved for self-driving cars—they’re starting to change the way Accounting gets done. In this keynote, product leaders are coming together to share BlackLine’s vision for Accounting over the next decade, and how new technologies can help shift your focus from just getting the job done to what matters most to the business. This session is eligible for 1.5 CPE/CPD credit in the Information Technology field of study.

"Off The Books" with Trevor Noah

Wednesday, 4:00 PM - 5:00 PM

We are excited to have Trevor Noah join our virtual BeyondTheBlack lineup as his life story is one of resilience and agility. Two qualities we’ve all come to embrace in 2020 whether we’re talking about finance transformation or just getting by in this most challenging of years. In a one night only special event, Trevor Noah will host Off The Books, a late night style show that will see Trevor interview BlackLine customers to explore the challenges, successes, and hilarity of Accounting in 2020. No stress, no politics, just fun.

Customer-Driven Evolution: Innovating Modern Solutions to Legacy Accounting Challenges

Thursday, 9:00 AM - 10:00 AM

Innovating for accountants is at the core of what we do. We take classic accounting challenges and drive use case-based solutions through our leading practices. After all, traditional manual processes are just not sustainable.BlackLine's Chief Innovation Officer, Tammy Coley, will demonstrate how you can replace manual, spreadsheet-driven accounting processes like rollforwards, lease accounting, payroll, and T&E with modern solutions. In the second half of this presentation, Tammy will invite a panel of customers to discuss how they have optimized and automated some of these challenging use cases. This session is eligible for 1 CPE/CPD credit in the Business Management & Organization field of study.

Turning the Page on 2020

Thursday, 10:00 AM - 11:00 AM

It's no secret that this year, accounting and finance teams faced new and unanticipated challenges. Moderated by event emcee Soledad O’Brien, you're invited to interact with leaders from BlackLine, Deloitte, EY, and SAP as they discuss leading practices for the virtual close and remote audits, the post-pandemic future of work, and what CFOs and CAOs see as the future of Finance and Accounting. I think we can all agree: it’s time to look forward and turn the page on 2020. This session is eligible for 1 CPE/CPD credit in the Business Management & Organization field of study.

Breakout Sessions

Breakout sessions are 30 – 60 minutes long and provide an opportunity for attendees to engage more closely with BlackLine customers, BlackLine and industry experts, and their peers around topics of common interest, including top-of-mind F&A trends and BlackLine solution best practices. Many of these sessions are CPE or CPD (Canada) eligible.

Mapping Out Your Future with BlackLine

Tuesday, 12:00 PM - 1:00 PM

Finance transformation, change management, and closing with a distributed workforce can sound intimidating, but it doesn't have to be. Follow our Modern Accounting Playbook for a guided approach to achieve modern accounting and set your organization up for continued success. This session is eligible for 1 CPE/CPD credit in the Business Management & Organization field of study.

Virtualizing Finance & Accounting: Ground Rules for Closing the Books from Anywhere

Tuesday, 12:00 PM - 12:30 PM

The ramifications of the pandemic will long outlast it. How companies close the books and where the accounting staff who perform these tasks are located has unequivocally changed. BlackLine will explore how to redesign your accounting operating model so that it can securely function from anywhere, from period-end to audit. After this session, you will be able to: determine how to achieve a virtual close using five keys, apply three methods that will empower your remote accounting team to operate virtually, recognize ways to mitigate work-from-home cybersecurity risks, and explain how to conduct a virtual audit. This session is eligible for 0.5 CPE/CPD credits in the Management Services field of study.

Cash is King

Tuesday, 12:00 PM - 12:30 PM

Get a firsthand look at how BlackLine Cash Application, powered by AI and built by finance professionals, is helping F&A teams make smarter, more accurate finance and credit decisions by transforming the invoice-to-cash cycle. By reducing the time it takes to apply cash to open invoices, organizations are realizing reductions in unapplied cash of up to 99%. You’ll also hear from a customer and learn how the solution has helped enable greater organizational agility. This session is eligible for 0.5 CPE/CPD credits in the Information Technology field of study.

Art of the Possible

Tuesday, 12:00 PM - 12:30 PM

Imagine a world where your accounting team is best-in-class—free from manual, routine, and cumbersome processes, and strategically focused on higher-value activities Join members of BlackLine's Strategic Innovation Team as they help you envision the next steps in your accounting innovation journey. This session is eligible for 0.5 CPE/CPD credits in the Business Management & Organization field of study.

Overcoming Automation Stagnation: Expand Your Use Cases

Tuesday, 12:00 PM - 12:30 PM

The reality for Accounting is that data reconciliation and manipulation is a large, arduous part of many processes. Goodwill, T&E, leases, and payroll are just some of the many examples of general ledger accounts and processes that require significant manual effort to close out and reconcile period over period. Don’t get stuck on your automation journey with BlackLine. Join this session to hear how you can expand automation to additional use cases as we walk through one of the highlighted use cases from Tammy Coley’s keynote: lease accounting. This session is eligible for 0.5 CPE/CPD credits in the Management Services field of study.

Customer Insights: Proactive Accounting with Matching

Tuesday, 12:30 PM - 1:00 PM

In an ideal world, accountants would love to take a more proactive approach, but due to the very reactive nature of their work—reconciliations, adjusting entries, and reporting—it's seemingly impossible. But proactive accounting is achievable with BlackLine, and Dun & Bradstreet has the Transaction Matching use cases to prove it. Join this session for customer insights on how you can be efficient, investigative, and proactive with Transaction Matching. This session is eligible for 0.5 CPE/CPD credits in the Information Technology field of study.

People vs. Process: Stories from the Front Line

Tuesday, 12:30 PM - 1:00 PM

Too many organizations have good people working hard and providing “workarounds” for poor processes to make sure the “job gets done.” Join this session to explore ways Intelligent Automation is helping organizations overcome common F&A challenges, so their teams are not only getting the job done, but also transforming processes to make them more effective and efficient. The results are striking—happier teams, improved customer experience, and the ability to drive greater value for stakeholders. Discover some real-world use cases that can be applied within your organization, and reshape the future of your finance function today. This session is eligible for 0.5 CPE/CPD credit in the Business Management & Organization field of study.

T-Mobile & Sprint: Two Telecom Companies, One Integrated UHY Solution – Presented by UHY

Tuesday, 12:30 PM - 1:00 PM

The power of BlackLine is most evident when all of its products work together synergistically. UHY Consulting, a trusted BlackLine partner since 2006, was hired by T-Mobile and Sprint following their merger to help integrate their BlackLine products and transform their financial organizations. During this insightful session, you will hear from UHY, T-Mobile, and Sprint as they share lessons learned during the integration of BlackLine in the newly merged organization Both companies were BlackLine users, but T-Mobile was using multiple products, whereas Sprint was only using Account Reconciliations.  UHY worked to integrate the two organizations and maximize their BlackLine usage. The end result is a truly transformed financial organization that has the ability to see the companies’ performance both individually and consolidated. This unique project brought to light the power of BlackLine as well as the ways it can serve as a multi-functional and layered solution. This session is eligible for 0.5 CPE/CPD credits in the Management Services field of study.

Best Practices for Achieving a Successful Remote Audit

Tuesday, 12:30 PM - 1:00 PM

While it's unclear how long this distributed working environment will be our reality, we can all likely agree that resiliency and the ability to adapt to virtual work is critical. And when you take a process like the audit-which has traditionally been conducted on site-there are additional concerns. It's become essential to rethink how control testing and procedures, PBC lists, and even status meetings with auditors can be virtualized. Modern accounting technology like BlackLine's platform solutions help facilitate audit activities between the customer and the auditor with added control and collaboration—from wherever you may be working. Join this session to learn the best practices you need to ensure a successful remote audit and to hear from customer James Hardie on how BlackLine helped them through multiple remote audits. This session is eligible for 0.5 CPE/CPD credits in the Business Management & Organization field of study.

Virtues of the Virtual Close - Presented by Genpact

Tuesday, 1:00 PM - 1:30 PM

In March, when most countries went into a sudden lockdown, most finance teams were closing the books virtually for the first time, with little opportunity to prepare. Today, most organizations have gone through at least two cycles of a virtual quarter-end close and have moved away from adjusting processes on the fly to new, carefully crafted ways to ensure a smooth close. Genpact not only closed the books for over 100 clients remotely, but also made it happen half a day or two faster. In this session, we'll share our learnings and best practices, including re-prioritizing tasks to build business and operations resilience, key close strategies adopted across industries to make the transition to a virtual environment, process, policy, and technology adaptations—some temporary and some that will continue to be in focus, and some existing and some new virtual workplaces and close processes post-COVID-19. This session is eligible for 0.5 CPE/CPD credits in the Management Services field of study.

Better Together: How BlackLine + RPA + Other Technology = Finance Transformation – Presented by Vaco

Tuesday, 1:00 PM - 1:30 PM

Everyone here knows the power of the BlackLine platform to one extent or the other, but in today’s business environment there is still confusion and uncertainty around how it ties in with other technologies like RPA, data aggregation and normalization platforms, etc. Do they do the same thing? Is there overlap? Maybe, but there is also great opportunity in there somewhere. Come hear from industry thought leader Vaco and their client World Fuel Services on what a progressive and forward-leaning finance transformation journey looks like. You will hear first-hand thoughts, insights, and considerations that anyone can take away in helping craft their vision and roadmap to embrace end-to-end process automation and how to get there. This session is eligible for 0.5 CPE/CPD credits in the Information Technology field of study.

Losing Your Balance

Tuesday, 1:00 PM - 1:30 PM

The balance sheet is going to be impacted considerably as the year-end accounting period approaches and organizations see an influx of late invoices or non-payment of sales invoices from customers. Join this session to discover how intelligent automation can not only bring greater efficiency, control, and visibility to managing customers that organizations may not continue to sell to, but also help manage collections and the risk of granting credit. This session is eligible for 0.5 CPE/CPD credits in the Management Services field of study.

Modern Accounting - A Day in the Life with BlackLine

Tuesday, 1:00 PM - 2:00 PM

If you still close with lots spreadsheets, lots of emails, and lots of paper-based processes—all done manually, then this session will give you insight into the modern accounting experience. During this session, we’ll pull back the curtain and take you inside our platform for a peek at features and functions through the eyes of a user.

BlackLine Accelerators

Tuesday, 1:00 PM - 1:30 PM

BlackLine will be making available a newly created catalog of services that you can use to optimize your use of BlackLine and continue your modern accounting journey. This session will provide details on how we are removing the barriers for you to realize additional value of your BlackLine subscription, making it incredibly easy to consume, with Accelerator Points. Learn how you can apply Accelerator Points towards any combination of Accelerators. No SOW will be required. The BlackLine Accelerators are totally flexible.

5 Ways to Maximize Your BlackLine Investment - Presented by Riveron

Tuesday, 1:30 PM - 2:00 PM

Does your organization own BlackLine products that are sitting on the shelf (aka shelfware)? Are you not yet experiencing the automation or efficiency you'd like to achieve with BlackLine? Based on experience in the field advising clients, Riveron will share common challenges our clients are experiencing and discuss solutions to achieve additional value from the platform. Join Riveron's BlackLine SME, Jonas Melton as he also talks about creative ways to unlock ROI from the system and provide an automation roadmap. Don't miss this opportunity to discuss financial close improvements that will help create a best-in-class finance and accounting function. This session is eligible for 0.5 CPE/CPD credits in the Computer Software & Applications field of study.

How BlackLine Augments Your Intercompany Technology Ecosystem

Tuesday, 1:30 PM - 2:00 PM

Intercompany accounting is very challenging for many global organizations due to its global and cross-functional nature. To complicate things further, a company's technology ecosystem plays a critical role in streamlining the end-to-end intercompany process. Do you understand the role that different technologies play in your intercompany process? Are you utilizing technology solutions to help manage your intercompany processes, but there are still gaps? Learn how BlackLine's Intercompany Hub fits into your technology ecosystem and how it can augment the technology you are currently using. This session is eligible for 0.5 CPE/CPD credits in the Business Management & Organization field of study.

Policy as a Foundation for Automation & Standardization - Presented by Clearsulting

Tuesday, 1:30 PM - 2:00 PM

A holistic approach toward implementing the Journals module is vital to seeing the highest ROI possible out of the BlackLine technology. Clearsulting and Alexion will discuss the importance of taking a process, policy, and technology driven approach and why they built in the business validations that ensure accuracy across journal entries. You'll also learn how redesigning journal entry policy while implementing the Journals solution and putting in-place thresholds for journal posting reduced Alexion's journal entries by 20%. This session is eligible for 0.5 CPE/CPD credits in the Information Technology field of study.

Finding the Balance

Tuesday, 1:30 PM - 2:00 PM

Considerable strides in innovation and transformation have been made at many of the world’s leading organizations, but the same cannot be said when it comes to managing one of the largest assets on the balance sheet—debtors. Over the years, focus has been on the Procure-to-Pay process, but at a time when cash and working capital is critical to the success of every business, the ability to innovate the Order-to-Cash process has never been more vital to an organization’s success. Now is the time to balance the focus away from P2P to O2C. Join this session to learn how. This session is eligible for 0.5 CPE/CPD credits in the Management Services field of study.

Creating an Ecosystem with BlackLine, Your ERP & Other Applications - Presented by Deloitte

Wednesday, 12:00 PM - 1:00 PM

With an explosion of systems, continued M&A activity, and influx of data, it can be challenging to create a seamless and integrated financial ecosystem. Join Deloitte as we host a panel of client and technology professionals to discuss how to get the most out of your current or future BlackLine setup by integrating with both upstream and downstream technologies including your ERP, external applications such as third -party bank or client systems, and other financial/accounting point solutions like reporting platforms, treasury tools, and more. Deloitte will be joined by a cross-functional panel including SAP, BlackLine, and Workiva, from a technology ecosystem perspective. This session is eligible for 1 CPE/CPD credit in the Business Management & Organization field of study.

Getting Started with Automated Journals in an Oracle Environment

Wednesday, 12:00 PM - 12:30 PM

Ansys, a global leader in engineering simulation, knew that it needed a consistent and automated approach for journal entries to sustain its acquisitive business model. The company implemented BlackLine Journal Entry in January 2020 and rolled out Automated Journals globally in February 2020. In this session, Amy Fallon, accounting integration and system manager at Ansys, will discuss best practices for transitioning from manual, paper-based, and Oracle-driven journal entries to centralized and streamlined journal entries with BlackLine. She will highlight low-hanging fruit for Automated Journals, such as intangibles and prepaids, as well as next steps for expanding Automated Journals use cases. This session is eligible for 0.5 CPE/CPD credits in the Information Technology field of study.

BlackLine Account Analysis: Discover the Latest Innovation to BlackLine Account Reconciliations

Wednesday, 12:00 PM - 12:30 PM

Discover the latest innovation to BlackLine Account Reconciliations. The new Account Analysis reconciliation template enables users to manage balance sheet accounts at a transactional level. Review and analyze transactions related to accrued expenses, deferred revenues, prepaid expenses, GR/IR, and many more, to speed up the reconciliation process and ensure the ongoing health of your accounts. Join this session to learn how with Account Analysis. This session is eligible for 0.5 CPE/CPD credits in the Information Technology field of study.

The Art of Matching: High-Volume Reconciliations Master Class

Wednesday, 12:00 PM - 12:30 PM

Did you know that Accounting is both an art and a science? Like science, many accounting processes follow a systematic pattern, otherwise known as matching transactions between data sources to uncover exceptions. The art of Accounting is the investigative exception-handling process that requires accounting skills that extend past the science. Join this session as we take you through a deep dive into recent advanced enhancements to Transaction Matching, including a firsthand look at the new Unmatched Transactions page! Let us help you automate the science of Accounting so you can focus on the art.

Quick Win for Efficiency & Control with Bank Rec Automation

Wednesday, 12:30 PM - 1:00 PM

It's been months since the first virtual close, yet the feeling of uncertainty lingers. Large improvement projects that preceded the pandemic are increasingly daunting. At the same time, according to McKinsey, we've leapt five years forward in digital adoption in a matter of eight weeks. Accounting organizations are continuing to look for quick wins to improve efficiency and control, especially in higher risk areas. With this in mind, we've created BlackLine Bank Reconciliations, a new solution-driven approach to automating your end-to-end bank reconciliation process in the cloud. Join this session to help your organization enable greater operational resilience, automation, and control. This session is eligible for 0.5 CPE/CPD credits in the Information Technology field of study.

Don't Slow Your Roll(out): A Proactive Approach to ERP Change

Wednesday, 12:30 PM - 1:00 PM

Changing or upgrading ERPs is overwhelming in itself, let alone considerations for other platforms. Join this session to hear the importance of involving Finance and Accounting, how BlackLine compliments ERPs, and tips and tricks that other customers have shared along the way.

Become a Journals Master with Automated Journals & Journal Masters

Wednesday, 12:30 PM - 1:00 PM

You have Transaction Matching and Account Reconciliations integrated into your F&A routine, but how can you further streamline and automate your record-to-report process? BlackLine Journal Entry gives you the opportunity to manage, create, and approve adjusting entries and supporting items from the same centralized, cloud-based platform. Attend this session to learn how to further streamline journal entries with Automated Journals. We'll walk you through various use cases, including monthly rent, payroll, bank service charges, and depreciation or interest expenses, and how to set them up. You'll also learn how to reduce workflow bottlenecks by streamlining recurring journal entries with Journal Masters. This session is eligible for 0.5 CPE/CPD credits in the Computer Software & Applications field of study.

Flatten the Curve: From Implementation to Optimization - Presented by RSM

Wednesday, 1:00 PM - 1:30 PM

Accounting and finance professionals rarely look forward to the close process. And when it comes to the close, faster doesn't always equal better. Indeed, the key to properly implementing BlackLine is understanding how it can be used to holistically improve your close process. It is harnessing the knowledge gained from a deep understanding of the solution, coupled with how it uniquely fits into your business processes. That is why we have pioneered implementation methodologies such as our proprietary BlackLine accelerator, SmartLaunch to ensure that you rightsize your close to fit your unique needs. Whether you are implementing BlackLine for the first time or optimizing your current environment, learn how a risk-based, data-driven approach can stabilize and enhance the quality of your close, increase automation, and flatten the curve in the most practical manner possible. This session is eligible for 0.5 CPE/CPD credits in the Information Technology field of study.

BlackLine Platform Connectivity & Technical Advancements

Wednesday, 1:00 PM - 1:30 PM

BlackLine has taken strides to increase our platform connectivity and API availability to add security, flexibility, and modern architecture to scale with customer demands. These technical advancements will ultimately enable customers and partners to potentially build “apps” on top of BlackLine, enable usage of RPA bots, and improve integration with other technology vendors. Come to this session to learn more about BlackLine’s new Developer Portal and API Gateway.

A Better Way to Unify & Reconcile Data

Wednesday, 1:00 PM - 1:30 PM

Repetitive transactional processes like VLOOKUPS, rainbow spreadsheets, copying and pasting data, and inconsistent data files and formats are just simply not sustainable. There IS a better way to unify and reconcile high-volume data with automation. BlackLine Transaction Matching eliminates the time and effort needed to locate, import, validate, and process your data. Join this session as we walk you through an in-depth look at how to set up the foundation for Matching with the Data Import Utility. This session is eligible for 0.5 CPE/CPD credits in the Computer Software & Applications field of study.

Modern Finance in the digital age – Presented by EY

Wednesday, 1:00 PM - 2:00 PM

As organizations respond to the pandemic crisis, many are exploring how the finance function can best meet the challenges of a globally connected, complex business environment. Operating in a virtual setting, companies have identified a need for policies, processes, and technology that support resilience and adaptability as well as value creation through business insights in a manner that is both cost effective and focused on speed to value.Join us for an interactive dialogue with McKesson’s Noel Rivenes, VP/Controller, North America Financial Shared Services and Kimberly Pritchard, Director, Accounting Systems who are realizing value as a result of their Modern Finance journey. McKesson, a Fortune 500 health care company, has taken a digital, data-driven approach to meeting customers’ needs during the pandemic. Rivenes and Pritchard are taking the same approach as they transform the company’s accounting systems, ensuring access to information and business insights.In addition, gain insights from a recent EY survey of global finance leaders, the DNA of the CFO, taken at the beginning of the COVID-19 pandemic. This session is eligible for 1 CPE/CPD credit in the Management Services field of study.

How BlackLine Fits Into the Future of Finance - Presented by KPMG

Wednesday, 1:30 PM - 2:00 PM

CEOs are looking to Finance to take on a considerably broader and deeper set of strategic responsibilities than ever before. They want finance teams to provide predictive and prescriptive insights to drive optimal business performance and real-time decision making. Join this session with KPMG to learn more about the Future of Finance. You’ll see how BlackLine capabilities that support data management, process automation, and real-time reporting can be integrated into the overall digital landscape of a future-ready finance organization. This session is eligible for 0.5 CPE/CPD credit in the Business Management & Organization field of study.

Selecting the Right Automation for the Future of F&A Work

Wednesday, 1:30 PM - 2:00 PM

The need to automate is top of mind for Accounting and Finance, but the definition of automation can vary widely, especially with terms like Robotic Process Automation and Artificial Intelligence. This vague language about specific technology offerings often leads to mixed results. So, how can you determine what type of automation is going to deliver value for your business? Join this session for a look into the automation technologies that are available today, the purposes they serve, and how they can be effectively and efficiently leveraged to automate your business processes. This session is eligible for 0.5 CPE/CPD credits in the Information Technology field of study.

Empowering Customers: Practical Applications of BlackLine’s Transaction Matching - Presented by RGP

Wednesday, 1:30 PM - 2:00 PM

In the past year, BlackLine has made several customer-empowering enhancements to the Transaction Matching product. Join RGP’s experts as we share real-world experiences, provide practical applications of these enhancements, and help position you for greater success. This session is eligible for 0.5 CPE/CPD credits in the Information Technology field of study.

No-Go Status Quo: Why Financial Transformation Can't Wait - Presented by Workiva

Thursday, 12:00 PM - 12:30 PM

If we've learned anything this year, it's that the status quo is broken. But financial transformation doesn't have to be as hard as you might think. Hear from Workiva and The Hershey Company as they detail their financial transformation journey—how they started and where they're headed. This session will help you learn how to chart your own financial transformation path that brings value faster and with less effort than you might think. This session is eligible for 0.5 CPE/CPD credits in the Management Services field of study.

Eliminating Spreadsheet Gymnastics in Your Payroll and T&E Reconciliations

Thursday, 12:00 PM - 12:30 PM

"Because we’ve always done it that way” processes often create chaos and require spreadsheet gymnastics. Join us as we talk through the BlackLine capabilities that can help you automate reconciliations and journals associated with Payroll and T&E. We’ll dive into the data import utility, pass rules, in transit rules, reconciliations, and journals that you can start improving today. This session is eligible for 0.5 CPE/CPD credits in the Information Technology field of study.

Change Management: It’s a Team Sport

Thursday, 12:00 PM - 1:00 PM

As you begin your transformation journey or embark on smaller accounting automation initiatives, effective change management ensures employee adoption—and this is not something you want to leave to chance. True change always begins with an idea, and it becomes a reality when change management superheroes are guiding the process all the way to success. When a team of superheroes align to move change forward, nothing is left to chance. In this session, change management experts from BlackLine and Knowles will discuss five critical roles that can drive effective change management and adoption for your F&A team. This session is eligible for 1 CPE/CPD credit in the Business Management & Organization field of study.

Optimizing the Close with Task Management Intelligence

Thursday, 12:30 PM - 1:00 PM

As a catalyst for helping businesses work faster and smarter, Qlik wanted to apply the same principles to their month-end close. Join this session to learn Qlik's best practices for organizing and tracking close activities using BlackLine Task Management. Theresa Malone, Accounting Supervisor at Qlik will walk through the company's task workflows, provide daily task list recommendations, and show various status reports and visualizations. She will also discuss how to take close visibility to the next level by using Qlik's reporting integration to display and analyze month-end activity. This session is eligible for 0.5 CPE/CPD credits in the Information Technology field of study.

Modernize Your Close & Reporting Processes - Presented by Planful

Thursday, 12:30 PM - 1:00 PM

John Head, SVP of Customers & Delivery at Planful, will speak about delivering real transformation in an organization by leveraging both BlackLine and Planful as best-of-breed point solutions to improve the close, consolidation, and financial reporting processes. This session is eligible for 0.5 CPE/CPD credits in the Information Technology field of study.

Building a Better Business Case: Getting Your Executives on Board with Modern Accounting

Thursday, 1:00 PM - 2:00 PM

Traditional, manual accounting is not sustainable. In order to modernize how they work, accounting organizations must automate the manual, repetitive processes that are holding them back. But for F&A teams across the globe, securing budget for technology can be a tall task. A compelling and robust business case is a critical requirement to starting your finance transformation, and this shouldn't be overlooked. In this session, we'll review the value that financial close solutions can bring to your organization. We'll also cover common pitfalls and leading practices for building your business case and garnering support for accounting automation. This session is eligible for 1 CPE/CPD credit in the Business Management & Organization field of study.

How to Achieve Compliance Across Teams

Thursday, 1:00 PM - 1:30 PM

COVID-19 has undoubtably placed renewed focus on companies' control environments and teams must adjust rapidly to ensure all risk areas are adequately addressed. Join this session to learn how to integrate compliance and controls into your existing accounting automation framework. Product expert, Evan Leung will discuss various BlackLine Compliance use cases supporting the business, governance and compliance, and internal audit. You will also learn best practices to ensure risks are mapped to relevant controls, controls are properly assigned to process owners, required testing is performed, and issues and remediation are appropriately tracked. This session is eligible for 0.5 CPE/CPD credits in the Business Management & Organization field of study.

Integrate Siloed Financial Systems into Value Streams with Record-to-Report - Presented by Armanino

Thursday, 1:00 PM - 1:30 PM

CFO organizations need to reduce time, effort, and costs associated with silos of financial activities which cause delays and increase lead times. Hear from our experts on how a full technology stack helps businesses integrate and automate the record-to-report (R2R) process, enabling them to deliver a faster financial close, improve compliance, and enhance decision making. Learn how to design, implement, and maintain your R2R process to help you collect, organize, and analyze your company's financial information to produce meaningful data with actionable insights. As a result, you can free your organization's talent from handling day-to-day financial activities to focus on strategic business opportunities. This session is eligible for 0.5 CPE/CPD credits in the Business Management & Organization field of study.

Building Sustainable Compliance Processes Across Worldwide Entities

Thursday, 1:30 PM - 2:00 PM

Join this session to learn how Carrier Corporation, a global provider of sustainable building and refrigeration solutions, made the move from home-grown software to leading-practice technology to enable more comprehensive control processes. Since adopting BlackLine Compliance to manage a unified set of controls and issue tracking for 270 entities, Carrier has continued to innovate. Meghan Boyd, Senior Manager, Business Controls at Carrier, will discuss best practices for designing and executing Compliance use cases such as SOX testing, statutory audits for tax reconciliations, sign-off procedures for narratives and flow charts, and more. She will also highlight how Carrier uses Qlik's reporting integration to gain better visibility over the control environment. This session is eligible for 0.5 CPE/CPD credits in the Management Services field of study.

A Smarter Close with Smart Close

Thursday, 1:30 PM - 2:00 PM

T-codes. Allocations. Jobs. Journal entries. Nearly 70% of companies say manual effort is the primary bottleneck at month end. Smart Close is BlackLine's purpose-built automation solution. Embedded in SAP, Smart Close helps companies save time, accelerate the close, and reduce risk. In this session, we'll provide a look at the solution and its most common applications. Kimberly-Clark will also join us to share their success and advice. This session is eligible for 0.5 CPE/CPD credits in the Computer Software & Applications field of study.

BlackLine Account Analysis: Discover the Latest Innovation to BlackLine Account Reconciliations

Thursday, 1:30 PM - 2:00 PM

Discover the latest innovation to BlackLine Account Reconciliations. The new Account Analysis reconciliation template enables users to manage balance sheet accounts at a transactional level. Review and analyze transactions related to accrued expenses, deferred revenues, prepaid expenses, GR/IR, and many more, to speed up the reconciliation process and ensure the ongoing health of your accounts. Join this session to learn how with Account Analysis. This session is eligible for 0.5 CPE/CPD credits in the Information Technology field of study.

More Breakout information is coming soon.

Workshops

BlackLine U workshops are quality-learning sessions that provide a deep dive into a specific topic. They’re designed to bring conference attendees the best and most up-to-date information and help BlackLine users and administrators make the most out of their BlackLine solutions. All sessions are 1 hour and many of these workshops are CPE or CPD (Canada) eligible .

BlackLine U Workshop - Success Starts Here: Your BlackLine Resources

Tuesday, 12:00 PM - 1:00 PM

Are you a new BlackLine user wondering what resources you have available to you? Or, are you a longtime user who wonders if you are utilizing everything we have to offer? We want to make sure you know the various methods of support and resources available. In this session, learn how to utilize the Community, BlackLine U, Champion Rewards, and more! This session is eligible for 1 CPE/CPD credit in the Information Technology field of study.

BlackLine U Workshop - Accelerate Your Use of Account Reconciliations with Templates

Tuesday, 12:00 PM - 1:00 PM

Not sure which BlackLine reconciliation template to choose for your reconciliations? Want to know the best one to use for better visibility, reliability, and efficiency? This workshop provides an overview and use case examples so you can make sound choices in your reconciliations. Also, you will see how to add, import, and manage items to your organization's benefit. This session is eligible for 1 CPE/CPD credit in the Information Technology field of study.

BlackLine U Workshop - Obtain Critical Insights with Reporting: Metrics Scorecard

Tuesday, 1:00 PM - 2:00 PM

This workshop explains how BlackLine's Reporting product is used to gain rich insights and trends into key metrics around financial, operational, and process-related risks. Build several reports that can immediately be used on your metric scorecards. This session is eligible for 1 CPE/CPD credit in the Information Technology field of study.

BlackLine U Workshop - Gain Efficiencies with Auto-Certification

Tuesday, 1:00 PM - 2:00 PM

In this workshop, you'll explore how auto-certification works at the global and account levels. Key characteristics associated with specific auto-certification rules will be covered, as will best practices for utilizing auto-certification rules. This session is eligible for 1 CPE/CPD credit in the Information Technology field of study.

BlackLine U Workshop - All About Reconciliation Items

Wednesday, 12:00 PM - 1:00 PM

Do you understand all the available features and functions for adding reconciliation items and is your reconciliation process maximizing them? Whether you're a Preparer, an Approver, or a reader of reconciliations, gaining this understanding of BlackLine is essential. Using items effectively provides a high level of visibility and efficiency while elevating the internal control environment. In this workshop, we walk through item classes, currency, dating, the power of using summary items, how to import items from Excel, cloning, copying, and more! This session is eligible for 1 CPE/CPD credit in the Information Technology field of study.

BlackLine U Workshop - Overview of Task Management

Wednesday, 12:00 PM - 1:00 PM

This workshop will walk you through the key functions and features of BlackLine Task Management. Review different use cases in action and learn how this solution will help you achieve greater visibility, efficiency, and control. This session is eligible for 1 CPE/CPD credit in the Information Technology field of study.

BlackLine U Workshop - Lifecycle of the BlackLine Administrator

Wednesday, 12:00 PM - 1:00 PM

Administrative tasks and responsibilities are critical to the overall success of BlackLine. They ensure that your BlackLine instance stays in optimal shape, no matter what stage of the game you're in. In this workshop, discover the various resources available to enhance your administrative knowledge. This session is eligible for 1 CPE/CPD credit in the Information Technology field of study.

BlackLine U Workshop - Match & Reconcile Millions of Transactions in Minutes

Wednesday, 1:00 PM - 2:00 PM

Tired of ticking and tying? Learn how BlackLine's Transaction Matching solution matches and reconciles millions of transactions in minutes. In this workshop, we'll walk through how to create a basic proof of concept. Experience how simple it is to import data from an Excel file, create a match set, add pass rules, and run the matching engine. Our automation solutions are sure to free up time for value-added analysis. This session is eligible for 1 CPE/CPD credit in the Information Technology field of study.

BlackLine U Workshop - Mitigating Risk Using Modern Accounting

Wednesday, 1:00 PM - 2:00 PM

One of Accounting's key functions is to mitigate risk when it comes to the completeness and accuracy of a company's financial records. The BlackLine platform boasts a variety of helpful features to assist in these efforts. Join this training session to explore multiple ways BlackLine can enable your organization to mitigate risk, including Account Rules, Risk Ratings, Item Aging Settings, Impact Types for Required Adjustments, Alert and Application Settings, Reporting, and more! This session is eligible for 1 CPE/CPD credit in the Information Technology field of study.

Close Faster by Optimizing Your Journal Entry Process

Thursday, 12:00 PM - 1:00 PM

In today's data-driven world, Accounting is evolving. Accountants are tasked with doing more with the same resources and in less time, all while maintaining the agility to look into and understand the financials at a transactional level. That's why it's more important than ever to optimize your close and ensure your journal entries aren't muddying the water. Join this session to explore how the number of journal entries your organization books is directly correlated with the time it takes to close. This session is eligible for 1 CPE/CPD credits in the Business Management & Organization field of study.

The Intercompany Journey: Enabling Your Top Use Cases

Thursday, 12:00 PM - 1:30 PM

Intercompany accounting spans the areas of accounting, tax, and treasury. It is often overwhelming to understand how to begin to streamline your intercompany process. Learning from successful intercompany transformation use cases can foster better decisions in our own organizations. We’ll bring together insights from specialists and your peers on ways to get control over your integrated processes. Join BlackLine and Kraft-Heinz for a presentation of common intercompany use cases and how the Intercompany Hub facilitated transformation in these use cases. The conversation will continue with Deloitte and EY to bring together insights on leading practices to standardize, improve and transform the intercompany process. This session is eligible for 1.5 CPE/CPD credit in the Management Services field of study.

BlackLine U Workshop - Your Journey to Journal Entries with BlackLine

Thursday, 1:00 PM - 2:00 PM

Eliminate manual, labor-intensive processes, errors, and lack of transparency with BlackLine Journal Entry. This workshop will walk you through the core and advanced functionality of Journals in BlackLine. Explore the various types of BlackLine Journals that are available and learn what to expect and how to prepare for a BlackLine Journal Entry implementation. Wondering how and when Journal Masters and Automated Journals could be used to your organization's advantage? Attend this session to find out. We'll also determine workflow and template logic options that can enhance efficiencies for journal entries within your organization. Finally, you'll learn about the cross-functionality available with BlackLine Journals and our Account Reconciliations, Task Management, and Intercompany Hub solutions. This session is eligible for 1 CPE/CPD credit in the Information Technology field of study.

More workshop information is coming soon.

The SAP Track

The SAP experience is a curated agenda of keynote, breakout, and other sessions relevant for companies running SAP. In these sessions industry experts from BlackLine, SAP, and alliance partners will share thought leadership, solution information, and use cases, and BlackLine customers running SAP will share their journeys, successes, and lessons learned.

Better Together: BlackLine & SAP

Tuesday, 12:00 PM - 2:00 PM

Join Thack Brown, Chief Operating Officer for SAP North America, solution experts from SAP and BlackLine, and a panel of customers from Johnson & Johnson, Intel, Kimberly-Clark, and Waters Corporation for an afternoon focused on our modern accounting solutions. You'll hear SAP's perspective on the importance of collaboration between Finance and Operations, the benefits of financial close automation, and why BlackLine is a strategic partner. Experts will illustrate how SAP Solution Extensions by BlackLine help customers transform the financial close to save time, reduce risk, simplify audits, and increase transparency. Finally, accounting and finance leaders who are also SAP customers will share their experiences and answer your questions. This session is eligible for 2 CPE/CPD credits in the Information Technology field of study.

Creating an Ecosystem with BlackLine, Your ERP & Other Applications - Presented by Deloitte

Wednesday, 12:00 PM - 1:00 PM

With an explosion of systems, continued M&A activity, and influx of data, it can be challenging to create a seamless and integrated financial ecosystem. Join Deloitte as we host a panel of client and technology professionals to discuss how to get the most out of your current or future BlackLine setup by integrating with both upstream and downstream technologies including your ERP, external applications such as third -party bank or client systems, and other financial/accounting point solutions like reporting platforms, treasury tools, and more. Deloitte will be joined by a cross-functional panel including Johnson & Johnson as well as SAP, BlackLine, and Workiva, from a technology ecosystem perspective. This session is eligible for 1 CPE/CPD credit in the Business Management & Organization field of study.

Modern Finance in the Digital Age – Presented by EY

Wednesday, 1:00 PM - 2:00 PM

As organizations respond to the pandemic crisis, many are exploring how the finance function can best meet the challenges of a globally connected, complex business environment. Operating in a virtual setting, companies have identified a need for policies, processes, and technology that support resilience and adaptability as well as value creation through business insights in a manner that is both cost effective and focused on speed to value. Join us for an interactive dialogue with McKesson’s Noel Rivenes, VP/Controller, North America Financial Shared Services and Kimberly Pritchard, Director, Accounting Systems who are realizing value as a result of their Modern Finance journey. McKesson, a Fortune 500 health care company, has taken a digital, data-driven approach to meeting customers’ needs during the pandemic. Rivenes and Pritchard are taking the same approach as they transform the company’s accounting systems, ensuring access to information and business insights.In addition, gain insights from a recent EY survey of global finance leaders, the DNA of the CFO, taken at the beginning of the COVID-19 pandemic. This session is eligible for 1 CPE/CPD credit in the Management Services field of study.

How BlackLine Enables a Successful Move to SAP S/4HANA

Thursday, 12:00 PM - 1:00 PM

Accounting and finance teams play a key role in digital transformation. From reevaluating legacy processes to updating the chart of accounts, a move to SAP S/4HANA is an opportunity for F&A to positively impact the broader initiative while maintaining visibility and control. In this session, industry specialists from BlackLine's SAP Center of Excellence will illustrate top reasons BlackLine solutions help companies move to SAP S/4HANA. Additionally, a panel of customers from The Home Depot, Zurich North America, and Johnson & Johnson will highlight complementary use cases and share their journeys, results, and lessons learned. This session is eligible for 1 CPE/CPD credit in the Business Management & Organization field of study.

SAP Open Item Clearing Automation

Thursday, 1:00 PM - 1:30 PM

Millions of open items can build up quickly in SAP, creating IT and operational challenges, slowing system performance, and leading to unexpected write-offs or control issues. These issues span many GL accounts—cash, prepaids, accruals, T&E, and many more. BlackLine helps SAP customers automate manual open item matching and clearing processes to save time and reduce risk. This session will provide an overview of top use cases, highlight the BlackLine solution, and feature a conversation with Intel Corporation and Asahi International. This session is eligible for 0.5 CPE/CPD credits in the Information Technology field of study.

November 17-19, 2020