TRAINING
BlackLine University Day
Accelerate your BlackLine knowledge and maximize the impact of your BlackLine solutions. BlackLine University Day is a full day learning experience available exclusively for BlackLine customers on the first day of BeyondTheBlack.
Choose from a wide selection of interactive, hands-on courses and take home practical, actionable knowledge you can immediately apply at your organization.
Space is limited, so secure your spot today.
Why attend BlackLine University Day?
Get hands-on training with BlackLine experts.
Address internal and IT controls from a company and audit perspective.
Discover process improvement strategies.
Understand interrelationships within BlackLine roles.
Earn up to 6 CPE credits to advance your career.
Get BlackLine certified with eligible tracks.
BlackLine University Day at a Glance
Choose your own learning adventure by signing up for any session in each time block.
Schedule of Events
BlackLine University Day will be held on Monday, November 16th. The day will be structured around morning and afternoon sessions and includes breakfast and lunch. View the complete listing of tracks and sessions below. Use the filters to the left to drill down into your specific interests. Space is limited, so secure your spot today!
8:00-9:00am
Breakfast
9:00-12:00pm
Morning Sessions
12:00-1:00pm
Lunch
1:00-4:00pm
Afternoon Sessions
Track 1: Financial Close: Fundamentals
Financial Close Fundamentals - Part 1
9:00 AM-12:00 PM ET
This hands-on course is the first in a two-part series that provides the knowledge required to understand and use BlackLine’s platform of Financial Close solutions: Task Management, Transaction Matching, Journal Entry, and Account Reconciliations. Throughout both courses, you will see how the platform is connected, auditable, and powered by Verity AI.
Learning Objectives:
Explain the value of each Financial Close product
Navigate basic platform functions and features
Perform basic tasks in Tasks, Transaction Matching, Journals, and Account Reconciliations
Track 1: Financial Close: Fundamentals
Financial Close Fundamentals - Part 2
1:00 PM-4:00 PM ET
This hands-on course is the second in a two-part series that provides the knowledge required to understand and use BlackLine’s Financial Close solutions.
Learning Objectives:
Explore interconnectivity across all Financial Close products
Use the platform to finalize/certify Financial Close processes
Review completion status across the platform
Track 2: Studio360
Studio360: Orchestrate Introduction
9:00 AM-12:00 PM ET
This hands-on instructor-led workshop introduces learners to the Orchestrate workflow, task types, task grid components, and the tasks dashboard. Powered by Verity AI, Studio360 unlocks the power of AI to deliver intelligent insights and agentic automation.
Learning Objectives:
Identify different task types in Orchestrate
Explore the components of a task grid
Complete assigned tasks
Track 2: Studio360
Studio360: Orchestrate Administration
1:00 PM-4:00 PM ET
Learn how to map, optimize, and automate end-to-end workflows across your BlackLine solutions, ERPs, and other business-critical systems.
Learning Objectives:
Add subprocesses and tasks to a Process Template
Activate a subprocess from the Blueprint template library
Preview an activated Process Template
Track 3: Financial Reporting Analytics
Financial Reporting Analytics Introduction
9:00 AM-12:00 PM ET
In this hands-on instructor-led workshop, participants will learn how to empower the Office of the CFO by gaining critical insights, ensuring data accuracy, and driving efficiency through real-time, streamlined variance analysis and financial statement workflows, powered by Verity AI.
Learning Objectives:
Identify the challenges of financial reporting and how FRA addresses them
Generate on-demand financial statements
Analyze variances and trends with FRA’s automated tools
Track 3: Financial Reporting Analytics
Financial Reporting Analytics Advanced Topics
1:00 PM-4:00 PM ET
This hands-on instructor-led course offers a deeper exploration of the Financial Reporting Analytics platform. Participants will be able to confidently navigate from high-level Financial Statements down to the underlying reconciliations, understanding how each layer connects. See how Verity unlocks decision-ready intelligence with advanced AI that analyses data across your entire record-to-report process down to the entity level.
Learning Objectives:
Configure, interpret, and customize Financial Statement Reports using advanced filtering options to produce tailored reporting views.
Explain the Financial Statement Structure and Consolidation Hub, including eliminations, adjustments, and consolidation method impacts
Trace data seamlessly from financial statements down through the FSLI, account reconciliations, and variance templates to understand full process connectivity
Track 4: Financial Close Administration
Administration Introduction
9:00 AM-12:00 PM ET
In this interactive instructor-led workshop, participants will learn about the processes and tasks that are critical to administering all BlackLine Financial Close and Consolidation products and how Verity AI supports your work as an Administrator.
Learning Objectives:
Manage organizational structure and entities
Data import options
Configuring due dates, period end dates, frequencies, and user roles
Track 4: Financial Close Administration
Administration Advanced Topics
1:00 PM-4:00 PM ET
This hands-on instructor-led course covers how data is imported using import lookup tables, deep dive into auto-certification rules, and adding flexible sub-roles.
Learning Objectives:
Differentiate between SFTP and API imports
Identify and resolve issues with auto-certification
Enable additional roles and communication functions
Track 5: Account Reconciliations: Getting Started
Account Reconciliations Introduction
9:00 AM - 12:00 PM ET
In this interactive instructor-led workshop, participants will learn the fundamentals of Account Reconciliations from an end-user perspective through hands-on activities and discussion. Discover how Verity AI helps to automate processes, from summarizing documents to natural language searches.
Learning Objectives:
Use and modify the Reconciliations Grid
Identify the components of an account reconciliation
Complete an account reconciliation
Track 5: Getting Started with Account Reconciliations
Account Reconciliations Administration
1:00 PM - 4:00 PM ET
In this interactive instructor-led workshop, participants will learn about the critical items needed to manage Account Reconciliations in Blackline including settings, grouping, thresholds and auto-certification.
Learning Objectives:
Manage account, item, document, and certification settings
Enable account rules and groups
Create decertification reason codes and account groups
Track 6: Account Reconciliations: Templates & Items
Account Reconciliations Templates & Items - Part 1
9:00 AM - 12:00 PM ET
This course is the first in a two-part series that provides the knowledge required to understand the design and use of Account Reconciliations Templates and Items. Part 1 focuses on the critical elements of templates that help to organize and automate key components of your reconciliations and bring them to life.
Learning Objectives:
Define the purpose of templates and template controls within the context of multiple use cases
Explain item aging and item classifications
Import items in bulk
Track 6: Maximizing Account Reconciliations
Account Reconciliations Templates & Items - Part 2
1:00 PM - 4:00 PM ET
This course is the second in a two-part series that provides the knowledge required to perform Account Reconciliations Templates and Items functions. In Part 2, we will introduce and use several key templates found in BlackLine. You will also learn how to design and build your own template.
Learning Objectives:
Define the purpose of templates and template controls within the context of multiple use cases
Explain item aging and item classifications
Import items in bulk
Track 7: Journal Entry: Getting Started
Journal Entry Administration
9:00 AM - 12:00 PM ET
In this hands-on, instructor-led workshop, participants will learn essential Journal Entry Administration activities, providing a framework for optimizing your organization’s processes. Discover how Verity AI helps to automate processes, from summarizing documents via Verity Summarize to natural language searches via Verity Assist.
Learning Objectives:
Configure user access
Determine relevant Journal Entry settings
Define Journal Masters and Automated Journal Definitions
Track 7: Getting Started with Journal Entry
Journal Entry Masters
1:00 - 4:00 PM ET
In this hands-on instructor-led workshop, learn how to create Journal Masters from an existing journal entry and integrate with Task Management and Account Reconciliations to have current accounting done in the current period.
Learning Objectives:
Create Journal Entry Masters
Add a Journal Master to a task
Add a child journal to items in Account Reconciliations
Track 8: Journal Entry: Advanced Topics
Automated Journal Definition
9:00 AM-12:00 PM ET
In this hands-on instructor-led workshop, learn how to create an Automated Journal Definition in order to optimize your processes and reduce time spent on journal preparation.
Learning Objectives:
Create Automated Journal Definitions
Maintain a dynamic setup
Explain grouping and summarizing
Track 8: Maximizing Journal Entry
Journal Entry Advanced Topics
1:00 PM-4:00 PM ET
In this hands-on instructor-led workshop, participants will learn how to increase controls over their Journal Template mapping and validations through BlackLine’s journal entry self-service feature set. Additionally, they will discover how the Journal Risk Analyser’s (JRA) Verity AI-powered insights, including Verity Assist and Verity Flag, can help proactively mitigate risks in manual journal entries and increase accuracy and compliance.
Learning Objectives:
Discover the main opportunities of the self-service feature set
Work through the process steps for each self-service option (e.g. Dependent Field Validations)
Uncover the main benefits of the Journal Risk Analyser
Import and organize journal data for JRA analysis
Track 9: Transaction Matching: Getting Started
Transaction Matching Introduction
9:00 AM-12:00 PM ET
This course provides demonstrations and hands-on activities to help you understand and use BlackLine’s Transaction Matching solution, which provides a framework to categorize, identify, enhance, and compare transactions in BlackLine.
Learning Objectives:
Define BlackLine Transaction Matching and its benefits
Match transactions in Reconciliations
Identify and describe Pass Rules
Track 9: Getting Started with Transaction Matching
Transaction Matching Administration
1:00 PM-4:00 PM ET
Continue your Transaction Matching journey with this hands-on course for administrators, who play a key role in optimizing the high-volume reconciliation process by unifying data using business-defined rules to compare data sets and apply automation. Discover the next generation of agentic Transaction Matching.
Learning Objectives:
Explain the matching process flow
Download data sources
Build and review match sets
Track 10: Data Imports and Advanced Matching
Studio360 Integrate: Configurable Imports
9:00 AM-12:00 PM ET
Learn to use the Studio360 Integrate Configurable Imports features along with the Import Utility to enhance and create data sources. This hands-on instructor-led course will guide you through practical techniques for building and testing data imports, priming the data for use in Transaction Matching and other products in the BlackLine Platform.
Learning Objectives:
Analyse data for potential enhancements and risks
Build import definitions to assist with data transformation
Use Configurable Imports to preform last mile data enhancements
Track 10: Maximizing Transaction Matching
Transaction Matching Advanced Topics
1:00 PM-4:00 PM ET
This hands-on instructor-led workshop will provide a deep dive into complex rule-writing, on-the-fly data transformations, and powerful maintenance strategies that keep your system running at peak performance. We will also discover the next generation of agentic Transaction Matching.
Learning Objectives:
Design and refine complex, nested pass rules to maximize automation and handle difficult matching logic
Leverage advanced data management techniques
Utilize system monitoring tools to proactively troubleshoot and maintain system efficiency
Track 11: Suspense & Clearing Optimization
Suspense & Clearing Optimization Workshop
9:00 AM – 4:00 PM ET
Join this full day, hands-on, in-platform workshop designed to turn you into a process optimization powerhouse. Unlock the full potential of the BlackLine platform and revolutionize your financial operations. In this dynamic session, you will:
Learning Objectives:
Navigate and apply Transaction Matching and Journals functions to fully optimize a Suspense & Clearing process
Develop a concrete step-by-step plan to implement optimization strategies immediately
Lead digital transformation and champion future optimization
Track 12: Allowance for Doubtful Accounts Optimization
Allowance for Doubtful Accounts Optimization Workshop
9:00 AM – 4:00 PM ET
Join this full day, hands-on, in-platform workshop designed to turn you into a process optimization powerhouse. Unlock the full potential of the BlackLine platform and revolutionize your financial operations. In this dynamic session, you will:
Learning Objectives:
Apply process optimization strategies to design and configure BlackLine to automatically compute allowance reserves and prepare associated journal entries, reconciliations and analysis
Identify opportunities to streamline calculations and reduce manual intervention in your workflow
Develop a concrete step-by-step plan to implement optimization strategies immediately