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 courses and workshops—from interactive and hands-on classes to product overviews and deep dives—and take home practical, actionable knowledge you can immediately apply at your organization. Space is limited, so secure your spot today. Select the BlackLine University Day & All Access Bundle in the registration process to sign up.

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 CPE credits to advance your career.

Get BlackLine certified with complimentary access to certification exams.*

*BlackLine University Day attendees can earn one (1) voucher to take an online certification exam (a $300 value) by attending all courses within one of the following tracks: Financial Close: Fundamentals, Account Reconciliations Administration, or BlackLine Transaction Matching.

BlackLine University Day at a Glance

Choose your own learning adventure. Attendees may sign up for any session in each time block.

Filter By Track
Track 1

Discover More

Financial Reporting Analytics: Explore End-User Functions

8:30 AM-9:45 AM ET

This workshop introduces Financial Reporting Analytics with Variance Analysis. You will discover practical applications of Financial Reporting Analytics to analyze financial statements, review consolidation accounts, review variance explanations, and complete the sign-off process.

Learning Objectives:

Analyze financial statements using Financial Reporting Analytics to identify key issues and variances

Evaluate the effectiveness of different reports and analytics

Discover how to create and leverage variance explanations in financial reporting

Financial Reporting Analytics: Explore Oversight Roles Functions

10:00 AM-11:15 AM ET

Discover how Financial Reporting Analytics provides real-time visibility for oversight roles into balance sheet and income statement information, with full traceability and drill-down capabilities. With Financial Reporting Analytics, organizations can accelerate reporting and redeploy F&A resources to enhance decision-making. 

Learning Objectives:

Identify Financial Statements in Financial Reporting Analytics: Balance Sheet Report, Income Statement Report 

Describe the Financial Analysis tools: Balance Sheet Analysis, Income Statement Analysis 

Examine how top-level consolidation manager, CAO, or corporate controller sign off at the financial statement level

Explore BlackLine Accounting Studio

12:30 PM-1:45 PM ET

Curious about BlackLine Accounting Studio and how your organization can benefit from it?  Attend this session to learn how Accounting Studio can reduce multiple checklists, enable integration and connectivity across systems, and coordinate accounting FP&A, Audit, and IT.

Learning Objectives:

Identify the benefits of BlackLine Accounting Studio

Discuss integration and connectivity across systems

Create a plan for the use of BlackLine Accounting Studio in your organization

Optimize the Data Import Template

12:30 PM-3:30 PM ET

Dive deep into the Data Import Template which is used to manually import data into BlackLine. Through demonstrations and hands-on activities, learn how data is imported via the template and how the process is affected by your Segment Combination Configuration. You'll also walk away with tips and tricks to optimize your use of the template.

Learning Objectives:

Locate and download the Data Import Template

Practice uploading data into BlackLine and confirming the upload

Identify resources and tips and tricks

Track 2

Account Reconciliations Administration

Account Reconciliations Administration, Part 1

8:30 AM-11:30 AM ET

In this hands-on, instructor-led workshop, participants will learn essential administration activities in support of system design and ongoing maintenance.

Learning Objectives:

Describe the various data import mechanisms and when to use each one

Design and maintain foundational settings, such as organizational structure, custom frequencies, and dates

Manage users leveraging leading practices

Account Reconciliations Administration, Part 2

12:30 PM-3:30 PM ET

Enroll in this hands-on course to continue your Account Reconciliations Administration learning journey. You'll dive deeper into administration functions, such as auto-certification settings and rules, item settings, and reconciliation grouping.

Learning Objectives:

Manage manual and auto-certification settings and thresholds

Add accounts to groups with auto-grouping

Locate troubleshooting resources and to-do checklists

Track 3

Financial Close: Advanced Journals

Journal Entries & Masters for Continuous Accounting

8:30 AM-11:30 AM 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 Journal Master to a task

Add child journal to items in Account Reconciliations

Automated Journal Definition

12:30 PM-3:30 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 4

Financial Close: Fundamentals

Financial Close Fundamentals, Part 1

8:30 AM-11:30 AM ET

This hands-on course is the first in a two-part series that provides the knowledge required to understand and use BlackLine’s Financial Close solutions: close dashboards, Transaction Matching, Journal Entry, Task Management, and Account Reconciliations.

Learning Objectives:

Identify the Financial Close products

Navigate basic Task Management and Transaction Matching functions and features

Identify data movement within the platform 

Financial Close Fundamentals, Part 2

12:30 PM-3:30 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:

Navigate basic Journal Entry and Account Reconciliations functions and features

Review completion status across the platform

Identify additional Financial Close products

Track 5

Financial Close: Getting Started

Journal Entry Introduction

8:30 AM-11:30 AM ET

This course provides the knowledge required to understand, design, and use BlackLine’s Journal Entry solution. Through demonstrations and hands-on activities, you'll learn how this comprehensive solution centralizes and automates the entire journal entry process, including journal creation, validation, review, and posting.

Learning Objectives:

Explain BlackLine Journal Entry and its benefits

List the key components of the journal process

Create a journal and enhance existing journals 

Account Reconciliations Introduction

12:30 PM-3:30 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.

Learning Objectives:

Use and modify the Reconciliations Grid

Identify the components of an account reconciliation

Complete an account reconciliation

Track 6

Financial Close: Leading Practices

The Power of Role Security & Teams

8:30 AM-9:45 AM ET

In this class, participants will learn how leveraging BlackLine roles, role-based security, and Teams impact the overall BlackLine user experience.

Learning Objectives:

Apply BlackLine role-based security within the segregation of duties context

Differentiate between entity-based vs. record-based assignments

Design a well-structured team using BlackLine Teams functionality

Elevate Account Reconciliations

10:00 AM-11:15 AM ET

Elevate your Account Reconciliations adoption and optimization rates by ensuring your organization knows the characteristics of quality account reconciliations, the importance of automation, and how to achieve higher success rates to get the most out of BlackLine.

Learning Objectives:

Identify elements of a quality reconciliation

Define components of Item Classification

Effectively use supporting documents

Streamline Reconciliations with Account Groups

12:30 PM-1:45 PM ET

Learn how you can consolidate a list of accounts into one reconciliation. Discover how grouping is useful to Preparers when their supporting documents are for more than one account and how all administrators can manage Account Groups.

Learning Objectives:

Define Account Groups

List the benefits of Account Groups

Discuss the role of Administrators and Preparers in Account Groups 

Auto-Certification Strategies

2:00 PM-3:15 PM ET

In this class, participants will learn about the flexible auto-certification and threshold settings that can either be applied globally or tailored at the account level.

Learning Objectives:

Identify which products use auto-certification

Differentiate between global and record-level auto-certification application

Identify key characteristics of specific auto-certification rules 

Track 7

Account Reconciliations Templates & Items

Account Reconciliations Templates & Items, Part 1

8:30 AM-11:30 AM ET

In this interactive instructor-led workshop, go beyond the fundamentals by increasing accuracy and efficiency with Account Reconciliations templates and items.

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 

Account Reconciliations Templates & Items, Part 2

12:30 PM-3:30 PM ET

Continue your Templates and Items learning journey with this course where you'll dive deeper into key templates and learn to design and build your own templates.

Learning Objectives:

Define and use key templates such as Subledger, Amortizable, Accruable, and Bank templates

Change an existing template

Design a “Build Your Own” template

Track 8

BlackLine Transaction Matching

Transaction Matching Introduction

8:30 AM-11:30 AM ET

This course provides demonstrations and hands-on activities to help you understand, design, and use BlackLine’s Transaction Matching solution. Transaction Matching modernizes the high-volume reconciliation process by unifying data using business-defined rules to compare data sets and apply automation.

Learning Objectives:

Define BlackLine Transaction Matching and its benefits

Categorize and design data sources

Use the Import Utility to create a data source 

Transaction Matching Administration

12:30 PM-3:30 PM ET

Continue your Transaction Matching journey with this hands-on course, which provides a framework to categorize, identify, enhance, and compare transactions when using the Transaction Matching solution.

Learning Objectives:

Explain the matching process flow

Download data sources

Build and review match sets

Track 9

Invoice-to-Cash: Cash Application

Cash Application Introduction

8:30 AM-11:30 AM ET

In this interactive instructor-led workshop, participants will learn how BlackLine Cash Application is leveraged as an auto-matching and an exception processing tool to match incoming payments to existing invoices through relevant use cases and hands-on activities.

Learning Objectives:

Navigate BlackLine Cash Application

Match payments to invoices and accounts

Create journals sent to the ERP

Using AR Intelligence

12:30 PM-1:45 PM ET

In this workshop, learn how AR Intelligence is used to gain insight into your Cash Application data. Through the use of interactive dashboards, draw insights and inform decisions to help you manage your cash flow.

Learning Objectives:

Navigate the AR Intelligence dashboards and drill-down capabilities

Identify the value each dashboard offers

Use data to draw insights and inform decisions via the dashboards

Remittance Advice Processes

2:00 PM-3:15 PM ET

In your cash processes, what do you do about those challenging payments that need a remittance? Attend this workshop to learn all about the different remittance processing options you have in BlackLine Cash Application.

Learning Objectives:

Discuss the process in which you utilize remittances

Identify the 4 differing remittance upload solutions

Follow the process to successfully upload remittances into Cash Application