TRAINING
BlackLine University Day
Whether you're a beginner building core foundations or a power user leveling up with advanced masterclasses, BlackLine University Day has a path for you.
Available exclusively on day one of BeyondTheBlack, this immersive training lets you experience our latest innovations firsthand—including hands-on sandbox access to the transformational Verity AI suite. Choose from a diverse menu of interactive sessions and walk away with the practical skills and actionable blueprints to drive immediate transformation.
Space is limited, so secure your spot today to stay ahead of the curve.
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
Step into Part 1 of this essential hands-on two-part series, which is the gateway to mastering Financial Close and Consolidation solutions from BlackLine: Task Management, Transaction Matching, Journal Entry, and Account Reconciliations. Learners will experience firsthand how these products are connected, auditable, and powered by Verity AI.
What You’ll Achieve:
Explain the value of each Financial Close product
Navigate basic platform functions and features
Perform key 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
Ready to see the big picture? Step into the Part 2 finale of this series where learners will bridge the gap between individual tasks to orchestrate a fully unified close with absolute audit readiness.
What You’ll Achieve:
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 the cutting-edge intelligence of Verity AI, this session illustrates how to move past manual checklists and unlock agentic automation.
What You’ll Achieve:
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.
What You’ll Achieve:
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
This hands-on instructor-led workshop introduces learners to the Orchestrate workflow, task types, task grid components, and the tasks dashboard. Powered by the cutting-edge intelligence of Verity AI, this session illustrates how to move past manual checklists and unlock agentic automation.
What You’ll Achieve:
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.
What You’ll Achieve:
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 where key settings are found, actively configure the critical frameworks the entire accounting team relies on, and see how Verity AI supports your work as an Administrator.
What You’ll Achieve:
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 allows participants to deep dive into the technical mechanics of import lookup tables, auto-certification rules, and adding flexible sub-roles.
What You’ll Achieve:
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 acts as a personal digital assistant by instantly summarizing supporting documents and retrieving critical data through natural language searches.
What You’ll Achieve:
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 configurations needed to manage Account Reconciliations in BlackLine including settings, grouping, thresholds, and auto-certification.
What You’ll Achieve:
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 dives deep into key Account Reconciliation building blocks that organize your data that can further drive powerful automation. Learners will also explore how Verity Prepare can intelligently populate templates and eliminate tedious manual entry.
What You’ll Achieve:
Define the purpose of templates and template controls within the context of multiple use cases
Explain item aging and item classifications
Leverage Verity Prepare to cut down on manual work
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. Participants are introduced to several key templates found in BlackLine and will learn how to design and build a template from scratch.
What You’ll Achieve:
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.
What You’ll Achieve:
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 allowing for continuous accounting in real time.
What You’ll Achieve:
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.
What You’ll Achieve:
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.
What You’ll Achieve:
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 the Transaction Matching solution from BlackLine, which provides a framework to categorize, identify, enhance, and compare transactions.
What You’ll Achieve:
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.
What You’ll Achieve:
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.
What You’ll Achieve:
Analyse data for potential enhancements and risks
Build import definitions to assist with data transformation
Use Configurable Imports to perform 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.
What You’ll Achieve:
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: Process Optimization: Suspense and Clearing
Suspense & Clearing Optimization Workshop
9:00 AM – 4:00 PM ET
This full-day, hands-on workshop is your essential next step to fully integrating BlackLine’s Financial Close suite into your daily operations. You won't just learn the theory—you will roll up your sleeves and build live solutions to optimize the Suspense & Clearing process. Step into our interactive sandbox to design, configure, and automate complex workflows, leaving the session with the practical skills and blueprints needed to drive immediate, measurable transformation at your organization.
What You’ll Achieve:
Configure BlackLine to automatically match transactions, generate journal entries, and orchestrate reconciliations
Identify manual process bottlenecks and deploy immediate system-driven optimizations to reclaim your team's time
Walk away with concrete next steps to immediately execute these optimization strategies the moment you return to your office.
Track 12: BlackLine Verity AI
Exploring Verity: The AI-Enabled Close
9 am – 12 pm ET
In this highly interactive course, forward-thinking accounting professionals will walk through a real-world "day in the life" of Preparers, Financial Managers, and Reviewers. You’ll gain direct, hands-on experience commanding the full suite of Verity AI tools from BlackLine, learning how to leverage artificial intelligence to automate the routine, instantly spot trends, and elevate your strategic value.
What You’ll Achieve:
Unlock the secrets of expert prompt engineering to communicate flawlessly with Verity and get instant, accurate results
Experience firsthand how to effortlessly accelerate your workflows using the premier AI suite from BlackLine
Walk away with actionable, real-world scenarios you can deploy immediately to inject speed, accuracy, and strategic insight into your next reporting cycle
Deep Dive Into Verity Prepare
1 pm – 4 pm ET
This hands-on course equips learners with the skills to confidently command the advanced AI agentic assistant from BlackLine, Verity Prepare. After tackling basic navigation, participants will learn how to leverage, customize, and manage your very own Verity Prepare agents. Through live demonstrations and practical use cases, learners will master the art of writing high-impact AI instructions, boosting close speeds, and ensuring every automated workflow remains audit-ready and fully compliant.
What You’ll Achieve:
Understand the power of Verity Prepare and how agentic AI is actively redefining speed, efficiency, and accuracy in reconciliations.
Gain hands-on mastery in creating and configuring specialized agents by defining clear profiles, setting goals, and writing bulletproof instructions.
Learn prompt engineering and agent instruction best practices to get perfect, predictable results from your AI assistant every single time.
Apply essential guardrails and best practices to ensure your AI-driven reconciliation processes easily pass strict audit and compliance standards.