Finance Transformation Series


June 16, 2020 / 8:30 AM - 6:30 PM


Network with your
finance peers

Speak with
BlackLine experts

Hear from finance
thought leaders

View the latest
product roadmap

Join us for this CPE-eligible, complimentary event in Houston on June 16, 2020.

Network with your finance colleagues—connecting on goals, challenges, and ideas for digital finance transformation.

Plus the BlackLine team will share some of our latest and upcoming solutions from our product roadmap.

Check out our agenda, below!

Gain visibility across your business

Learn how to delve into operational and decision support data to monitor performance and uncover risk.

Leverage automation to increase efficiency

Understand what robotics and machine learning mean for you, and discover the best ways to future-proof accounting and finance.

Elevate control in the cloud

Discover real-time intelligence that provides a clear, trusted, and consistent view of your compliance program.


June 16, 2020
8:30 AM - 9:00 AM

Registration and Networking

9:00 AM - 10:00 AM

The Path to Modern Accounting (1 CPE Credit)

Speaker: Michael Shultz, Director of Finance Transformation, BlackLine

Spreadsheets are over forty years old now, yet many F&A organizations continue to use this antiquated technology as the backbone for their financial close processes. While this may seem like a safe bet with a predictable outcome, it also wastes time, increases risk and cost, and lowers your team’s morale.

Attend this session to learn how to implement a unified, automated, and continuous accounting methodology. This new way of thinking is achievable. You can get there faster than you think, and it’s gaining traction with your peers.
10:00 AM - 11:00 AM

Lessons in Transformation (1 CPE Credit)

Keynote Speaker: Michael Schmitt, Adviser at Schmitt & Associates

Michael Schmitt will explore business- and market-driven transformation initiatives. He'll share how speed, scalability and agility, as well as human and technology factors impact finance and accounting people and practices.
11:00 AM - 11:15 AM


11:15 AM - 12:00 PM

Live Solutions Showcase

Do you want to see what BlackLine is all about? During this session, a BlackLine Solutions Consultant will pull back the curtain and take you inside our platform for a 'sneak peak' at the features and functions.

12:00 PM - 12:30 PM

Live Customer

You've heard the why, you've seen the what -- now learn the real-life application. This is an exciting opportunity to hear a BlackLine customer tell their real-world story, including their successes and the lessons they learned along the way.

12:30 PM - 1:30 PM

Networking Lunch

1:30 PM - 2:15 PM

Change, Change, Change -- Manage the Change Management (0.75 CPE Credit)

Speaker: Tammy Coley, Chief Transformation Officer

This all sounds great, right? But we all know that change isn’t easy and the first step is always the hardest. BlackLine’s Chief Transformation Officer Tammy Coley will walk you through how to begin this journey by effectively managing change within your organization.
2:15 PM - 3:00 PM

Let's Get It Started --- What Can You Do Today? (0.75 CPE Credit)

Did you know that you can get started on your path to modern accounting right now? The BlackLine innovation team will walk you through how to optimize your account reconciliations so you're ready for the exciting journey ahead.

3:00 PM - 3:15 PM


3:15 PM - 3:45 PM

Partner Presentation (0.5 CPE Credit)

BlackLine is fortunate to partner with leading accounting and consulting firms. During this session, you'll learn why many of our customers choose to work with a partner, and how a partner could accelerate your organization's finance transformation

3:45 PM - 4:30 PM

Q & A with the Experts

Still have quesitons? Did you submit a question in the pre-event survey? All of today's presenters will come back on stage to make sure your questions are answered.

4:30 PM - 6:30 PM

Networking Reception

Mingle with your local finance and accounting peers and chat with BlackLine experts to learn how you too can embark on your own Finance Transformation Journey

Space is limited -
reserve your complimentary spot now.



The Houston Club

910 Louisiana St #4900

Houston, TX 77002

The Houston Club is located in the heart of downtown Houston. It is at the epicenter of the city's vibrant business and financial activities. Founded in 1894, The Houston Club is synonymous with leadership, vision and civic distinction. Its new location continues its tradition of excellence. Atop One Shell Plaza, it offers a panoramic view of the Houston skyline and is close to the Theatre District and other cultural centers.

This seminar will offer 4 CPE Credits

BlackLine is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: This seminar is eligible for up to 4 CPE Credits. For more information, please download the CPE Credit information Program Guide. No advance preparation or prerequisites are necessary. Due to this seminar being presented free of charge, there will be no refunds issued.

Space is limited –
reserve your complimentary spot now.