Agenda

Three Days. Endless Possibilities.

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Days of Content

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Breakout Sessions

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BlackLine U Workshops

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CPE/CPD Credits

BeyondTheBlack® Around the World

The celebration begins everyday at 9:00 am in Los Angeles, London, and Singapore.

Keynote Sessions

Time for World-Class Finance: The New Era of Financial Operations Management

Tuesday, November 16, 2021 | 9:00 AM - 11:00 AM

Marc Huffman, Chief Executive Officer, Blackline 
Vin Messina, CPA, Vice President, BlackLine
Mark Partin, Chief  Financial Officer, BlackLine 
Manoj Narayan, SVP Product, BlackLine 
Tammy Coley, Chief Transformation Officer, BlackLine

Time. Professionally and personally, we can all agree that we want more of it. Accounting is being asked to do more: manage risk, optimize business processes, and align to and guide corporate strategy. Finance and accounting leaders must align and enhance their teams’ capacity to meet the demands of their expanding roles. Doing work the way it’s always been done isn’t sustainable anymore. It can all seem overwhelming. It’s hard to find time to make more time, right? We have a framework for making sense of the chaos. We’ll show you how to build your finance transformation strategy, get executive buy-in, and keep things simple, visible, and measurable by taking out the guesswork. We’ll also showcase the future of financial operations management and how automation can help you shift your focus to more strategic work.

CPE/CPD Credit Value: 2

CPE/CPD Field of Study: Business Management & Organization

Think Again: A Conversation with Adam Grant

Wednesday, November 17, 2021 | 9:00 AM - 10:00 AM

Adam Grant, Organizational Psychologist & Bestselling Author 
Patrick Villanova, Chief Accounting Officer, BlackLine

Organizational psychologist and author, Adam Grant, will challenge us all to Think Again. If we are pressed to do more, to squeeze more time and productivity out of our day, we can’t do it by doing things the way they’ve always been done. Following Adam’s guidance on how to rethink our work, our roles, and our lives, BlackLine CAO Patrick Villanova will dive deep into a live Q&A with Mr. Grant.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Business Management & Organization

Customer Innovation Showcase: The Modern Accounting Awards 2021

Wednesday, November 17, 2021 | 10:00 AM - 11:00 AM

Brandee Bible, Chief of Staff, BlackLine

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. Join this session to hear directly from customers as they share their motivational stories of transformational success.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Business Management & Organization

The Future of Work is Smart (Not Hard)

Thursday, November 18, 2021 | 9:00 AM - 10:00 AM

Amy Webb, Futurist, Author & Professor

Amy Webb advises CEOs at the world’s most-admired companies, three-star admirals and generals, and the senior leadership of central banks and intergovernmental organizations. In this special session, Amy will explore the exciting opportunities ahead for us all as work gets “smarter.” What does artificial intelligence mean for Accounting? For every job, everywhere? It’s not as scary as some might suggest. Time is precious, so it’s time we all embrace working smarter and, well, maybe not as hard.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Business Management & Organization

Accounting for a Changing World

Thursday, November 18, 2021 | 10:00 AM - 11:00 AM

Soledad O’Brien, Host of BeyondTheBlack

A progressive shift has been taking place within organizations, and this change has been in the works long before the current pandemic. Technology is enabling corporations to embrace this change: to increase efficiency, improve accuracy, and have better alignment across the entire organization. Moderated by event emcee Soledad O’Brien, a panel of thought leaders from BlackLine’s strategic partners will discuss leading practices for a changing world and what it means for the future of Accounting.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Business Management & Organization

Breakout Sessions

Around the World: A Conversation with SAP CFOs

Tuesday, November 16, 2021 | 12:00 PM - 12:30 PM

Join three SAP CFOs—Joel Bernstein, CFO Customer Success & Head of Global Finance, Gina McNamara CFO, SAP APJ and Roger Daoud, CFO, SAP Canada—for a roundtable on Finance executive priorities. Moderated by Stephanie Miller, RVP North America Finance COE, the discussion will dive into what’s top of mind for today’s CFOs, including digital initiatives, investment in people, and optimizing finance and accounting processes. Each CFO will bring a unique perspective as their regions are in various stages of recovery and digital transformation. Finally, they will share customer journeys and successes unique to their regions.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

Exclusive look at new insights: Is control of your data shifting? Presented by Clearsulting

Tuesday, November 16, 2021 | 12:00 PM - 12:30 PM

Who owns the tools and technologies you use to enhance, control, and automate your accounting and financial close activities: IT or Finance? Following the shift to SaaS-based applications, either group could play a role in the purchase decision-making, funding, on-going optimization, routine administration, and data governance. Understanding where your organization falls is critical to driving collaboration across teams and data-driven decision making, as well as creating an ecosystem that provides the real-time business insights you have come to expect. Join us for a first look at insights from an exclusive Clearsulting and BlackLine survey exploring these topics and more.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

IDC Presents: Top 5 Reasons To Transform Your Accounts Receivable Process

Tuesday, November 16, 2021 | 12:00 PM - 12:30 PM

As uncertainty continues to reign, many businesses are turning their transformation efforts and resources toward accounts receivable. The leading analyst from IDC covering the accounts receivable market, Kevin Permenter, will explore the potential impact of an accounts receivable transformation by exploring the top 5 reasons to modernize/digitize/transform your accounts receivable processes.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Management Services

Top Tech Trends Affecting F&A in 2021 & Beyond

Tuesday, November 16, 2021 | 12:00 PM - 12:30 PM

The pace of technological and societal change and business disruption continues to accelerate. Ongoing and emerging trends such as the hybrid close, SPAC and IPO readiness, and blockchain fill our newsfeeds, but what does it all mean? Particularly for Finance and Accounting? Join this session for a crash course on everything you need to know about the top technology trends of 2021 and how Finance and Accounting can best prepare.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Management Services

How to Make Value-Based Decisions & Achieve Your Modern Accounting Goals

Tuesday, November 16, 2021 | 12:00 PM - 1:00 PM

Accounting is being asked to do more—manage risk, optimize business processes, and align to corporate strategy. To meet the demands of their expanding roles, F&A must focus capacity on what matters most. In this session, we will explore how to accurately define the problem that encompasses your top accounting challenges. We will also discuss the anticipated value of modern accounting, how to achieve value, and how to demonstrate value. It all starts with our Modern Accounting Playbook—the foundation to BlackLine’s Collaborative Accounting Experience.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Business Management & Organization

Integration of your technology ecosystem-Creating an environment for modern finance, Presented by EY

Tuesday, November 16, 2021 | 12:00 PM - 1:00 PM

Ecosystems and platforms are becoming an increasingly important part of the business operating model as companies rely more and more on a variety of applications and systems to run their business. As an early adopter and participant in this trend, BlackLine continues to lead the way as the go-to product for companies wanting to take full advantages of all aspects of modern finance on the cloud. With this in mind, it is important to fully understand the role that BlackLine can play regardless of your IT infrastructure or ERP as a leading platform driving maximum value for the modern accounting and finance operating model. In this presentation, we will explore current trends and implication as companies move further down the digital path and fully embrace all aspects of the modern finance journey. We will discuss the unique capabilities BlackLine can bring to this equation by maximizing the value of transformation investments. We will also touch upon the leadership and executive sponsorship required from the various business function as they work closely with IT.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Business Management & Organization

Building a Stronger Business Case for your Digital Journey, Presented by KPMG

Tuesday, November 16, 2021 | 12:30 PM - 1:00 PM

Most BlackLine users understand the capabilities of BlackLine to enable certain R2R process automations that eliminate the need for unnecessary/non-value added human effort. With the expansion of BlackLine capabilities and the desire of companies to further digitize their close process, there are new opportunities to integrate R2R technologies to generate enhanced value. These opportunities come when looking upstream and downstream from typical BlackLine use cases and almost always leverage a greater digital connection to other tools in the close process. These newly found opportunities often result in increased success with existing KPIs or a brand new KPI. KPMG will discuss where we see companies taking advantage of new opportunities and how the resulting benefits support a digital close with BlackLine as a key component.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

Don’t let change hold you back, Presented by Armanino

Tuesday, November 16, 2021 | 12:30 PM - 1:00 PM

Trying to joggle between work and life priorities in today’s dynamic workforce, finance managers have realized that a Close Process Management software is crucial to their team’s productivity and their business’s success. Join Armanino and learn from business leaders how leveraging BlackLine has changed their business, for the better.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Information Technology

How BlackLine is Raising the Bar in AR Automation

Tuesday, November 16, 2021 | 12:30 PM - 1:00 PM

Find out how BlackLine's Unified AR platform is raising the bar for AR professionals. Using modern technology fit to meet the challenges in managing debtors and exceed business objectives that will satisfy all stakeholders and drive business beyond the AR department.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Management Services

SAP - 5 Ways BlackLine Solutions Help SAP Customers

Tuesday, November 16, 2021 | 12:30 PM - 1:00 PM

BlackLine’s cloud solutions for the financial close complement SAP solutions as part of an end-to-end offering for Finance. Companies come to BlackLine because their traditional manual accounting processes, often performed outside the ERP, are not sustainable. To address these challenges, leading companies are deploying BlackLine’s modern accounting technology to complement and extend their existing SAP solutions. Join this session to explore five ways BlackLine solutions help SAP customers. SAP and BlackLine transformation experts will share insights, like how BlackLine solutions complement your SAP ERP to enable financial close excellence, how BlackLine is aligned to RISE with SAP to accelerate your digital transformation, and more.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Computer Software & Applications

Getting Started with Modern Accounting: Premier Trailer Leasing’s Year in Review

Tuesday, November 16, 2021 | 1:00 PM - 1:30 PM

Premier Trailer Leasing wanted to streamline and automate their close to free up capacity for higher-value analysis and process improvement—which led them to BlackLine's Modern Accounting Playbook. A year into their modern accounting journey, Tori Geer and Vesta Lot from Premier Trailer Leasing will discuss lessons learned along the way, key recommendations, benefits achieved, and what's in store for the team next.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

Managing a global BlackLine transformation program, Presented by Deloitte

Tuesday, November 16, 2021 | 1:00 PM - 1:30 PM

As BlackLine has grown into a global accounting technology platform, many multinational organization have difficulty determining how to coordinate and manage a large scale BlackLine implementation across many countries and legal entities. Join Deloitte as we welcome our North American, LATAM, EMEA, and APAC teams to discuss BlackLine implementations at a global scale while also highlighting local impacts.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

Veolia's Journey of Excellence Achieved by Raising the Bar with AR Automation

Tuesday, November 16, 2021 | 1:00 PM - 1:30 PM

AR leaders from Veolia share how Unified AR Automation enabled them to raised the bar in people performance and process performance to record results.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

Change Management: A Well-Worn Path Driving to Adoption

Tuesday, November 16, 2021 | 1:00 PM - 2:00 PM

People are a key element in driving successful digital transformations. Mapping out a well-worn path to successfully innovate and transform your processes will help you accelerate your journey. Join us as we offer proven techniques and a well-worn path to help you map out an innovation journey for your teams with BlackLine.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Business Management & Organization

How Accounting & IT Leaders Can Collaborate to Drive Transformation - With Walgreens Boots Alliance

Tuesday, November 16, 2021 | 1:00 PM - 2:00 PM

IT leaders are faced with a growing list of priorities. They must deal with both traditional responsibilities, like change requests and maintenance, and new focus areas like cybersecurity or enabling new business models. On top of this, limited resource capacity leaves little time left over in order fulfill all these essential roles. To drive transformation, leaders need to collaborate and be technology-forward. The BlackLine Accounting Cloud provides companies with automation solutions that can increase efficiency while accelerating digitization. In this session, you’ll hear from BlackLine and customer Walgreens Boots Alliance on: What the modern CIO and CAO partnership looks like, and how it’s evolving to include more collaboration; Why 82% of Accounting and IT leaders say their experiences over the past 12 months have intensified their interest in modernizing accounting processes; How BlackLine is helping companies like Walgreens Boots Alliance save time and enable a world-class technology ecosystem.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Business Management & Organization

Transformation Talk: An SAP Customer Panel with Chobani, Kering & Moody’s

Tuesday, November 16, 2021 | 1:00 PM - 2:00 PM

Modernizing finance and accounting processes is an exciting and critically important opportunity—so much so that 82% of IT and Accounting leaders say their focus on it has intensified after their experiences in the past 12 months. In addition to their F&A initiatives, many companies are also undertaking enterprise-wide digital transformations like a move to SAP S/4HANA. Identifying and implementing accounting automation like SAP’s Solution Extensions by BlackLine can provide momentum, F&A capacity, and valuable synergies during an SAP transformation. In this session, three SAP customers will discuss their experiences, successes, and advice for a winning transformation with BlackLine and SAP.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Business Management & Organization

How Your Credit is Safe with BlackLine AR Solutions - A Case Study with CreditSafe

Tuesday, November 16, 2021 | 1:30 PM - 2:00 PM

The Global Head of Credit from one of the world's leading credit reference agencies shares how their investment in BlackLine AR automation solutions has changed the dynamics of managing a global AR team and produced outstanding results in challenging times.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

Improving Intercompany through process and technology design featuring SAP, presented by Deloitte

Tuesday, November 16, 2021 | 1:30 PM - 2:00 PM

Intercompany can be one of the most challenging processes accounting organizations face today. Not only is the process a challenge but handling such cumbersome and siloed tasks can be complicated without purpose-built accounting technology in place to support. Join us as Deloitte welcome BlackLine and SAP to discuss the value of utilizing intercompany technology, how inherent SAP and BlackLine functionality work together

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

Modern Accounting in Action—An In-Depth Demo

Tuesday, November 16, 2021 | 1:30 PM - 2:00 PM

Hear from a modern accounting expert and see why 3,500+ companies of all sizes trust BlackLine to close faster with complete and accurate results. In this session, we will walk you through our Modern Accounting Playbook solution—the foundation for a streamlined and automated close. Realize the value of automating reconciliations, connected workflows, and greater accuracy, visibility, and control across F&A.

CPE/CPD Credit Value:

CPE/CPD Field of Study:

AR Digital World Class Benchmarking - What Does Good Look Like?

Wednesday, November 17, 2021 | 12:00 PM - 12:30 PM

What does good look like? Bryan DeGraw, Associate Principal from The Hackett Group Customer to Cash Advisory will share their approach to Digital AR World Class and what to look for to improve all-around performance.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

Better Together: Advance Auto’s Transformation with BlackLine & Oracle

Wednesday, November 17, 2021 | 12:00 PM - 12:30 PM

Advance Auto leadership committed to and invested in digital transformation to enable speed, accuracy, and agility across the enterprise. The company took a “best of breed” approach to selecting technology and partnered with Oracle and BlackLine to deliver the best solutions for Finance & Accounting. In this session, accounting leaders from Advance Auto will share how they selected BlackLine to complement their Oracle Cloud ERP, their top use cases & initial benefits, and future goals for optimizing accounting processes.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Computer Software & Applications

Fuel for Insight: Automate Journal Entries to Ignite Accounting Efficiency

Wednesday, November 17, 2021 | 12:00 PM - 12:30 PM

The most agile finance teams are looking ahead, not backward. Shifting business models require Accounting to behave differently, phasing out mundane workloads for a more strategic focus. In the drive to modernize accounting processes, one of the biggest manual tasks is still journal entries. Yet, the automation opportunity for journal entries is staggering, at more than 70%. Journal entry automation rids Accounting of the month-end headache, makes the bulk of journals automated, and allows teams to build sustainable processes into the close. Join the BlackLine team to learn how you can make your accounting operations a value-driver.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Management Services

Future of Finance and Continuous Accounting, Presented by Accenture

Wednesday, November 17, 2021 | 12:00 PM - 12:30 PM

With constantly changing business scenarios, lasting implications of COVID and ever increasing demand for insights, role of CFO and expectation from finance organization is evolving constantly. Leading organizations are leveraging digitalization as a lever to drive speed… Finance organizations to drive more efficient finance operations at speed must solve for key questions… where should finance organizations put their energy and focus? What are some key elements that finance organization must get right? And how to bring speed to insight desired by CFO’s to meet these growing expectations? A compelling point of view from Accenture's latest CFO research and finance practitioners across consulting, technology and operations practices, unveiling the recipe for enabling future finance capability with continuous accounting.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

Stop Guessing, Start Automating: Your Playbook to Turn Intercompany's Distraction into Action

Wednesday, November 17, 2021 | 12:00 PM - 12:30 PM

In this era of resurging trade, mergers and acquisitions, and ever-changing regulations, intercompany accounting is now Finance's biggest distraction, risk, and opportunity. Moving to a modern environment is not like an ERP system upgrade. It’s evolutionary, and doesn’t need a big-bang approach. Incremental improvements in the way entities create, balance, and settle intercompany transactions add up to a powerful transformation. Our purpose-built, results-based playbook is a proven path to eliminate intercompany’s distraction, providing in-period tax and regulatory reporting visibility, and more time to focus on value. Join experts from BlackLine and Baker Hughes for this session, where you'll learn: How a holistic approach to modernize your intercompany operations empowers Continuous Accounting and builds resiliency; Where to start your journey based on your most pressing intercompany issues; How Baker Hughes transformed their intercompany processes, turning intercompany accounting from a burden into a competitive advantage.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Management Services

5 Best Practices for Journals and Automation, Presented by UHY

Wednesday, November 17, 2021 | 12:30 PM - 1:00 PM

Journal entry fatigue is rampant in accounting departments everywhere. Many organizations have multiple, disconnected and out-of-sync financial systems, exposing themselves to bad information and undue complexity. It’s time to integrate and eliminate timing and reconciliation differences. From there, you can still automate more! If your team is still manually entering journal entries, especially those that have consistent data sources and logic, there’s a better way. Join us to understand how integration and automation can save your company time and ensure accuracy. Learn how Mars, the world’s leading confectionery, company worked with UHY Consulting to take advantage of BlackLine’s journal technology. It’s time to move away from out-of-date practices and help your team to work smarter, more efficiently and accurately. UHY Consulting, a trusted Blackline partner since 2006, will share with you how your organization will instantly benefit from BlackLine’s journal entry and automated journal products, giving you back valuable time to spend on strategic planning for your business. Attend this session to:Learn how Mars is currently using the journal entry product. Hear about their future plans for continuing their journey by leveraging automated journals. Get first-hand tips on what to consider before, during and after implementation. Learn best practices to stay one step ahead during your month-end close process.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

If the Shoe Fits: Why BlackLine was the Right Choice for Us, Presented by RGP

Wednesday, November 17, 2021 | 12:30 PM - 1:00 PM

Deckers conducted a thorough evaluation of close optimization solutions and chose BlackLine. Please join RGP and Deckers as we share insights into their optimization journey from systems evaluation to BlackLine implementation to immediate benefits.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

Navigating a Finance Transformation Journey with Nissan North America, Presented by Vaco

Wednesday, November 17, 2021 | 12:30 PM - 1:00 PM

Let’s take a virtual test-drive with Nissan as they share their insights into a successful and transformative journey with BlackLine. Join Jerrad Hall, Finance Transformation Thought Leader at Vaco, together with Nissan North America’s Accounting and Transformation Support Leader, Seth Dedmon, as they discuss best practices, lessons learned, and right point of view for leading (not following) your teams and organization to success regardless of where you are on the road.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

Prevent the Mess: Create Intercompany Transactions the Right Way

Wednesday, November 17, 2021 | 12:30 PM - 1:00 PM

Intercompany accounting is no longer just a mess. It's become a monster and Finance's biggest distraction. As activity gathers momentum and scrutiny increases, it becomes more difficult to keep up with all the reporting requirements and help the business stay agile. Before you get buried under a mountain of errors that will destroy your focus, prevent imbalances from occurring by getting a grip on intercompany balances and taking back control over your workload. Automated solutions create transactions the right way and stop imbalances dead in their tracks, turning intercompany accounting from a burden into a competitive advantage. Join experts from BlackLine and Dale Woods, Finance Director and Global Process Owner at The Boeing Company, for this session, where you'll learn: Why intercompany accounting errors are an issue and how to prevent them; How to automate indirect, service-type transactions to prevent messes at the end of the month; The fast way global organizations like Boeing are adopting solutions to handle cross-system trade transactions and speed up accounting operations.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Management Services

Using BlackLine as the Cornerstone for Finance Transformation, Presented by RSM

Wednesday, November 17, 2021 | 12:30 PM - 1:00 PM

As the old adage goes, "All roads lead to Rome". Modified for our 21st century finance organizations, “All finance transformations lead to BlackLine”. As the premiere close automation solution, BlackLine can serve as a cornerstone and catalyst for your organization’s digital and finance transformations. Join RSM and Aimbridge Hospitality to learn how BlackLine functionality helped achieve the following objectives: rationalizing accounting policy with efficiency goals; aligning and standardizing disparate processes and procedures; optimizing their technology stack to promote end to end automation, and ultimately, developing BlackLine into the common platform for current and future automation opportunities.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

Why AR is Part of the Indispensable Platform of the Controller

Wednesday, November 17, 2021 | 12:30 PM - 1:00 PM

Many organizations have too much cash being held hostage on the balance sheet. As the role of the Controller contnues to evolve, now is the time for Accounts Receivable to step up and drive business value. AR is most definitely part of the indispensblie platform of the Controller.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

Brewing an Accounting Transformation at Heineken

Wednesday, November 17, 2021 | 1:00 PM - 1:30 PM

As a leading brewer for 150 years, innovation is fundamental to Heineken’s growth and continued success. Heineken recognizes that innovation goes beyond the lager and transformation across the business is essential. Join this session for insights into Heineken’s recipe for brewing an accounting transformation. Hear how Heineken leadership prioritized the adoption of technology to help automate processes, increase real-time visibility, and create capacity for Accounting to focus on what matters most.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

Continuous Close: To Infinity and Beyond, Presented by Genpact

Wednesday, November 17, 2021 | 1:00 PM - 1:30 PM

Financial close has a domino effect on the accounting value chain impacting subsequent tasks. Learn how different organizations are undertaking financial close transformation to achieve bigger organizational goals beyond just GL close cycle time acceleration. This session also traces the development of continuous close capability through technology changes, accounting process changes, changes in accounting policies, and reorganization of the accounting and finance functions, and examines some of the resulting payoffs

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

How to Eliminate Intercompany Out-of-Balances to Cut Through the Noise

Wednesday, November 17, 2021 | 1:00 PM - 1:30 PM

The noise of all those intercompany transactions can make it difficult to see the forest for the trees. In a company with many disconnected finance systems, manual tackling of intercompany transactions is unsustainable since it skews Accounting's focus, hurts morale, drains valuable time, and shuts it off from the rest of the business. And nothing happens in business without Accounting. Eliminating out-of-balances between companies will remove a layer of noise and let you focus on giving a quicker, more accurate picture of the health of your business. Our new Balance & Resolve solution does exactly that—doing away with intercompany balancing issues so you can get back to more important things. Join experts from BlackLine to learn: Why spiraling unexplained amounts and manual processes expose the business to unnecessary cost, delay, and compliance risk; Leading practices to reduce risk and effort by automatically flagging trading pairs and underlying transactions that create variances; The fast way global organizations are adopting technology to close with confidence.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Management Services

Pushing the Limits of Modern Accounting: An Executive Chat with Moody’s, Presented by Clearsulting

Wednesday, November 17, 2021 | 1:00 PM - 1:30 PM

Having a modern accounting organization first requires empowering your people to be modern accountants. They need the training, technology, and visualization tools in place to extract insights quickly and easily from data to embed strategic decision making it into everyday activities. Join us for a candid conversation with Caroline Sullivan, CAO and Corporate Controller at Moody’s, about the journey her team has been on. We’ll discuss: How to get started; The value of having a vision; How virtualization enhances what you’re already getting from your technology stack; Results experienced so far.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

Unlock cost savings with Frictionless Finance and AI-augmented receivables, Presented by Capgemini

Wednesday, November 17, 2021 | 1:00 PM - 1:30 PM

Capgemini's Jon Bell explains how partnering with BlackLine delivered world-class business outcomes for a global leader in distribution and logistics.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

Clear Balances to Automate the Final Mile of Intercompany

Wednesday, November 17, 2021 | 1:30 PM - 2:00 PM

Today’s companies are strengthening cash management strategies by creating netting and settlement procedures to reduce bank fees and better manage F/X. Yet, the headache of manual work to facilitate netting and settlement of intercompany transactions is growing. To fix the challenges arising in clearing and finalizing transactions, accountants and treasurers should work together by integrating their efforts. A unified technology environment is the way ahead. We're proud to announce our new Net & Settle solution, which will allow cash and non-cash transactions to be viewed, managed, and settled in real time with all data aggregated into one place. With this integration between your accounting and treasury system data, you'll no longer have to spend time summarizing balances in spreadsheet-based processes. Join experts from BlackLine for this session, where you'll learn: Why centralizing settlement information between entities in one cloud-based location is a critical step to clear your books faster; Leading practices to settle by more than four days quicker, freeing up access to cash and liquidity; How to achieve a 50% reduction in F/X exposure and improve currency controls.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Management Services

How Etsy Crafted Its Journey to Modern Accounting

Wednesday, November 17, 2021 | 1:30 PM - 2:00 PM

As a global marketplace for unique and creative goods, Etsy connects millions of buyers and sellers from around the world. Likewise, accounting and finance leadership was looking for ways to better connect with and support the business. They realized the traditional way of working was not sustainable and prioritized optimizing its accounting processes. Join this session for insights into how Etsy crafted its journey to modern accounting with BlackLine in a Workday environment. Hear how Etsy addressed traditional manual accounting processes and the benefits of a modern accounting approach, and what’s on the horizon.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

How Mckesson Raised the Bar in Accounts Receivable with Intelligent Automation

Wednesday, November 17, 2021 | 1:30 PM - 2:00 PM

Changing Cash Application provider transformed the process that drove results previously not imagined. Finance leaders share how they raised the bar with BlackLiine AR Automation.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

Manual to Modernized – A Journey from Excel to BlackLine, Presented by Riveron

Wednesday, November 17, 2021 | 1:30 PM - 2:00 PM

Blackhawk Network, a global e-commerce and payments company, will join Riveron to share how they partnered to successfully modernize their finance and accounting function in a short period of time. Post implementation, the company is now able to reconcile 4,500+ accounts across 28 countries and 100 business units, an 80% increase from the number of reconciliations previously maintained manually exclusively on Excel. Riveron will also share how the organization overcame unforeseen challenges including general ledger imbalances, lack of visibility into 1,800 unclosed and unreconciled accounts, and highly custom frequencies. Riveron and Blackhawk will share how they enhanced processes that leverage a fully optimized BlackLine platform, creating efficiencies and a more robust control structure.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

Workiva and OneCloud Continue to Revolutionize Reporting, Presented by Workiva

Wednesday, November 17, 2021 | 1:30 PM - 2:00 PM

Automation is critical to success with Accounting & Finance organizations. A key component of automation consists of data preparation. Investing in data preparation can improve the speed and reliability of your Accounting and Finance processes. Learn more about how acquiring OneCloud enables Workiva to further simplify complex reporting. Attend this session to:Understand the benefits of investing into data preparationLearn how and where to best integrate data preparation into your record to report processLearn the capabilities of the Workiva platform, which now includes OneCloud, and how they benefit Accounting & Finance teams

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Information Technology

The Future of Finance Automation

Thursday, November 18, 2021 | 12:00 PM - 12:30 PM

Join this session to learn more about the next-generation finance operations management solution called BlackLine Finance Automation. With Finance Automation, you can break down silos by standardizing and integrating your processes. You can have visibility into bottlenecks and take proactive actions. You can foster collaboration among your team, and last but not the least, drive efficiency with end-to-end process automation.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Management Services

A Crash Course to Achieving a Clean Audit Report

Thursday, November 18, 2021 | 12:00 PM - 1:00 PM

Company management and their auditors might not see eye to eye on everything. But clients and their third-party examiners have the common goal of implementing strong controls that are performed and documented consistently. Join this session for a crash course on how you can transform the financial close process and related audits with technology. We will discuss ways to automate core accounting processes, standardize controls, and centralize related supporting documents to help ensure an audit opinion you’re proud of.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Auditing

BlackLine Optimization Series: Calculations & Amortization

Thursday, November 18, 2021 | 12:00 PM - 1:00 PM

The BlackLine Optimization series consists of four sessions designed to accelerate your company’s digital transformation journey by highlighting the art of the possible with our Modern Accounting platform. In this session, BlackLine, Advance Auto, and James Hardie Building Products will showcase top automation opportunities, leading practices, and the building blocks you need to transform your calculations and amortization accounting processes.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Management Services

BlackLine Optimization Series: Subledgers & Rollforwards

Thursday, November 18, 2021 | 12:00 PM - 1:00 PM

The BlackLine Optimization series consists of four sessions designed to accelerate your company’s digital transformation journey by highlighting the art of the possible with our Modern Accounting platform. In this session, BlackLine, Campbell’s, and Aramark will showcase top automation opportunities, leading practices, and provide the building blocks for you to transform your subledger and rollforward accounting processes.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Management Services

Catalyze Your High-Volume Reconciliations

Thursday, November 18, 2021 | 12:00 PM - 1:00 PM

Reconciling transactional data to substantiate account balances is a critical accounting procedure, but retrieving the data, working with transactions in spreadsheets, and retaining supporting documentation drains capacity and introduces risk. BlackLine provides a modern approach to streamlining this process from end-to-end in the cloud. This session will reveal the urgency behind enhancing your team’s capacity through automation, and more importantly, explore the path to achieve greater capacity through a reconciliation process that embeds leading practices, automates repetitive work, scales with your business and data, and enforces strict controls.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Business Management & Organization

Paving Your Path to Success with BlackLine Accelerators

Thursday, November 18, 2021 | 12:00 PM - 1:00 PM

Our new Accelerator Success Paths are designed to help you get more value out of BlackLine in a few simple, self-service steps. Join this session to discover: Leading practices for driving greater efficiency and visibility with Teams, Reporting, Tasks, and more; Ways to evaluate the impact of your use of BlackLine to ensure an effective path to continuous optimization; Simple strategies for enhancing controls and efficiencies across the end-to-end account reconciliation process.

CPE/CPD Credit Value:

CPE/CPD Field of Study:

Introducing BlackLine Account Analysis: Explore the Latest Innovation to Account Reconciliations

Thursday, November 18, 2021 | 1:00 PM - 1:30 PM

Accelerate the reconciliation process and ensure the ongoing health of your accounts. With Account Analysis, users can update classification details at the transaction level in the reconciliation on an automated basis period-over-period to simplify and speed up the process of analyzing high-volume transactions related to accrued expenses, deferred revenues, prepaid expenses, GR/IR, and many more.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Computer Software & Applications

BlackLine Optimization Series: Items & Accruals

Thursday, November 18, 2021 | 1:00 PM - 2:00 PM

The BlackLine Optimization series consists of four sessions designed to accelerate your company’s digital transformation journey by highlighting the art of the possible with our Modern Accounting platform. In this session, Blackline, SiriusXM, and Campbell’s will showcase top automation opportunities, leading practices, and provide the building blocks for you to transform your items and accruals accounting processes.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Management Services

BlackLine Optimization Series: Suspense/Clearing, Cash & Intercompany

Thursday, November 18, 2021 | 1:00 PM - 2:00 PM

The BlackLine Optimization series consists of four sessions designed to accelerate your company’s digital transformation journey by highlighting the art of the possible with our Modern Accounting platform. In this session, BlackLine, OpenText, Scientific Games, and Univar will showcase top automation opportunities, leading practices, and the building blocks you need to transform your suspense/clearing, cash, and intercompany accounting processes.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Management Services

Welcome to The New BlackLine User Experience

Thursday, November 18, 2021 | 1:00 PM - 2:00 PM

Over the past year, BlackLine has made significant strides to enhance user experience across the platform to help you and your teams easily navigate to the work of the day and focus on what matters most to the business. From a new menu navigation to an updated dashboard experience to the introduction of in-application product documentation, these are just the first of many improvements we have planned. Join this session to take a closer look at what’s new and get a glimpse at what’s to come, including some exciting new updates for mobile.

CPE/CPD Credit Value:

CPE/CPD Field of Study:

Discover the New Product Documentation Experience

Thursday, November 18, 2021 | 1:30 PM - 2:00 PM

We’re invested in your success. Join this session to see the latest upgrade we’ve made to our product documentation experience. It’s designed to help all users, from those new to BlackLine to more experienced users, maximize learning and productivity. Our documentation portal is now available inside the BlackLine application and will feature highly requested, new and improved content.

CPE/CPD Credit Value:

CPE/CPD Field of Study:

Enriching Data & Unlocking Automation Opportunities with the Data Import Utility

Thursday, November 18, 2021 | 1:30 PM - 2:00 PM

Data continues to increase in both volume and complexity, making it a top challenge for accounting and IT teams navigating transformation. And while transformation is a priority for most organizations, leaders are challenged with balancing limited resource capacity across critical compliance and reporting activities, process optimization, and strategic business partnership. As they look for new opportunities to save time with BlackLine, companies utilizing the BlackLine Data Import Utility have been particularly successful. Not only have they limited time spent manipulating, calculating, importing, and enriching data, but they’ve also enabled new use cases including automated journal entries and high-volume transaction reconciliations. In this session, BlackLine experts will provide an overview of the BlackLine Data Import Utility, share key benefits, and highlight customer successes.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Information Technology

How Chevron Phillips Chemical is Saving Time & Improving Lives with Modern Accounting

Thursday, November 18, 2021 | 1:30 PM - 2:00 PM

For more than 20 years, Chevron Phillips Chemical has engineered and supplied products that improve lives and make modern life possible. To better support its mission and strategy, the company embarked on a digital transformation in 2019. For Accounting and Finance, this meant identifying efficiencies across several processes and adopting solutions that would complement the SAP ERP. The company selected and implemented BlackLine, focusing on use cases including balance sheet substantiation, journal entry automation, and open item clearing. In this session, you’ll hear how the company approached its modern accounting journey, how they saved days of time and automated 60% of account reconciliations, and the lessons they learned along the way.

CPE/CPD Credit Value: 0.5

CPE/CPD Field of Study: Business Management & Organization

BlackLine U Workshops

BlackLine U Workshop: 5 Ways to Optimize Your Reconciliations

Tuesday, November 16, 2021 | 12:00 PM - 1:00 PM

This workshop explores five areas that can help you increase your adoption and optimization rates while using Account Reconciliations. Learn about success points and determine a gauge against your peers from multi-year surveys.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Computer Software & Applications

BlackLine U Workshop: Overview of Task Management

Tuesday, November 16, 2021 | 12:00 PM - 1:00 PM

This workshop walks you through the essential functions and features of Task Management. Review different use cases in action and learn how visibility, efficiency, and control can be achieved with this product.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Business Management & Organization

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

Tuesday, November 16, 2021 | 1:00 PM - 2:00 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.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Computer Software & Applications

BlackLine U Workshop: Ten Common Finance Project Deficiencies and How Training Can Help

Tuesday, November 16, 2021 | 1:00 PM - 2:00 PM

This workshop explores 10 Finance transformation challenges and how you can mitigate those with training. We discuss the components of an effective training strategy, how to navigate the BlackLine U learning platform, and tie everything up so you can develop your call-to-action.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Personal Development

BlackLine U Workshop: Journals with Template Builder and Automatic Journals

Wednesday, November 17, 2021 | 1:00 PM - 2:00 PM

This workshop walks you through the essential functions and features of Journals. Review different use cases using the template builder, Journal Masters, and Automated Journals.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Computer Software & Applications

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

Wednesday, November 17, 2021 | 1:00 PM - 2:00 PM

This workshop explains how BlackLine’s Reporting solution is used to gain rich insights and trends into key metrics around financial, operational, and process-related risks. Learn to build several reports that can immediately be used on your metric scorecards.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Computer Software & Applications

BlackLine U Workshop: Administrator Foundations Part I

Thursday, November 18, 2021 | 12:00 PM - 1:00 PM

Configuration settings and data elements are essential for getting up and running with BlackLine. This workshop explores topics such as Organizational Structure and Entities, critical settings like the Segment Configuration Combination, importing Accounts and GL Balances, configuring Account Settings, and setting up users and assignments.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Information Technology

BlackLine U Workshop: Matching: Updates and Advanced Features

Thursday, November 18, 2021 | 12:00 PM - 1:00 PM

Maximize your use of Transaction Matching utilizing new and updated features for Data Sources, Import Utility, and In-Transit functionality.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Information Technology

BlackLine U Workshop: Administrator Foundations Part II

Thursday, November 18, 2021 | 1:00 PM - 2:00 PM

Once BlackLine has been configured, data has been populated, and users are working in the system, Administrators perform activities to keep BlackLine up and running. In this workshop, you will learn how to manage ongoing system maintenance and year-end updates.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Information Technology

BlackLine U Workshop: Cash Application 101

Thursday, November 18, 2021 | 1:00 PM - 2:00 PM

This workshop introduces BlackLine Cash Application. You will be introduced to functionality including how Cash Application processes payments. See how some configuration steps can be easily accomplished and learn how visibility and efficiency can be achieved with this solution through a customer story.

CPE/CPD Credit Value: 1

CPE/CPD Field of Study: Management Services

* All conference attendees can earn up to 12 CPE/CPD credits from more than 40 CPE/CPD-eligible sessions during the live BeyondTheBlack virtual event. BlackLine customers who attend will also gain exclusive access to 10 additional on-demand CPE/CPD-eligible sessions in BlackLine U through March 31, 2022.

November 16-18, 2021