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Pre-Conference Training Courses

Complimentary for BeyondTheBlack Attendees

BlackLine Essentials for End-Users
CPE/CPD ELIGIBLE (6 Credits)

Whether you’re new to BlackLine or need a refresher, you will learn the entire process of preparing, certifying, approving, and reviewing a quality reconciliation. Also, you will be introduced to reconciliation templates and how items can and should be used to support account reconciliations.

WHY ATTEND?

This beginning-level workshop highlights key features and processes that assist you in your role as a BlackLine end-user. Engage in discussions and participate in hands-on exercises via your BlackLine instance facilitated by a BlackLine expert.

WORKSHOP TOPICS
  • Locate information essential to completing a reconciliation and navigate within BlackLine Account Reconciliations
  • Recognize the importance of a complete Purpose and Procedure
  • Complete the steps to prepare, certify, approve, review, or reject an account reconciliation
  • Describe the purpose and structure of Reconciliation templates
  • Identify the characteristics of a quality reconciliation
  • Explain the purpose of Items in the account reconciliation process
  • Define the different types of currency used when entering an Item, determine when to use each type of Item Class, and give examples of when to use each of the Item Dates
  • Contrast between Supporting Items, Summary Items, Item Sub-Types, and Supporting Documents
  • Manually add an Item to an account reconciliation, clone and copy Items, and import, close, and delete Items in bulk
  • Evaluate the benefits of using Teams, My Views, Comments, Notebook, Email Alerts, and Reporting

WHO SHOULD ATTEND?

BlackLine end-users (Preparers, Approvers, and Reviewers) and Administrators that are going live with Account Reconciliations within the next month OR are already live with the solution.
(Note: This workshop is not designed for BlackLine prospects.)

DATES AND TIMES

Choose from Option A: Morning Workshop or Option B: Afternoon Workshop, that will be delivered over two 3-hour virtual sessions.

Option A - Morning

Part 1: Tuesday, November 10, 2020

6:30 am to 9:30 am PST

Part 2: Wednesday, November 11, 2020

6:30 am to 9:30 am PST

Option B - Afternoon

Part 1: Tuesday, November 10, 2020

1:30 pm to 4:30 pm PST

Part 2: Wednesday, November 11, 2020

1:30 pm to 4:30 pm PST

NEXT STEPS

Space is limited, so express your interest by submitting your application today! If the applicant meets the audience criteria listed above, acceptance decisions will be granted on a first come, first served rolling basis. Specific workshop details will be shared with participants closer to date.

COST

This workshop is complimentary.

ADDITIONAL BENEFITS
  • BlackLine Account Reconciliation Certification Seat Discount: Workshop participants also have the opportunity expand their proficiency by becoming certified in BlackLine Account Reconciliations for $250 ($495 value)! After the session, a BlackLine Line U Market discount code will be issued. Click here for additional certification information.
  • Continuing Professional Education/Development (CPE/CPD): This workshop is eligible for 6 credits.

Apply Now

Optimizing your BlackLine Solution as an Administrator
CPE/CPD ELIGIBLE (6 Credits)

Take advantage of this administrator-focused analysis of your company’s BlackLine instance. Engage in discussions and participate in hands-on exercises facilitated by a BlackLine expert. You will also explore your company’s requirements and options.

WHY ATTEND?

This intermediate-level workshop highlights key features and processes that assist you in your role as a BlackLine administrator. You must be able to access your BlackLine instance during this workshop. A workbook is provided to collect all your specific information to ensure changes can be made during the workshop or after further exploring with your company’s BlackLine user team.

WORKSHOP TOPICS
  • Achieve optimal visibility through your organizational and role structures
  • Review settings, metrics and optimization/tuning suggestions
  • Strategize on gaining efficiencies
  • Address internal and IT controls both from a company and audit perspective

WHO SHOULD ATTEND?

Existing BlackLine Administrators (Local, Business, and System) that have been live with BlackLine for at least 3 months or have had prior BlackLine Administrator experience.
(Note: This workshop is not designed for BlackLine prospects.)

All workshop participants should have a fundamental understanding of administrator functions as well as basic accounting concepts and terminology. Below are suggested BlackLine U eLearning topics to complete prior to the session via the BlackLine U Catalog:

  • Introduction to Account Reconciliations
  • Data Import Template
  • Work Smarter Not Harder with Teams BlackLine U Training Webinar
DATES AND TIMES

This virtual workshop will take place over two three-hour sessions.

Part 1: Thursday, November 12, 2020

8:00 am to 11:00 am PST

Part 2: Friday, November 13, 2020

8:00 am to 11:00 am PST

NEXT STEPS

Space is limited, so express your interest by submitting your application today! If the applicant meets the audience criteria listed above, acceptance decisions will be granted on a first come, first served rolling basis. Specific workshop details will be shared with participants closer to date.

COST

This workshop is complimentary

ADDITIONAL BENEFITS
  • BlackLine Account Reconciliation Certification Seat Discount: Workshop participants also have the opportunity expand their proficiency by becoming certified in BlackLine Account Reconciliations for $250 ($495 value)! After the session, a BlackLine Line U Market discount code will be issued. Click here for additional certification information.
  • Continuing Professional Education/Development (CPE/CPD): This workshop is eligible for 6 credits.

Apply Now