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Setting Up Finance & Accounting for a Successful IPO

You’ve dedicated tremendous resources to innovation, growth, and meeting customer needs—now, are you ready to go public?

Successful finance & accounting teams not only ask this question, but they also start transforming their people, processes, and systems to be public company ready early. Even if you’re not planning an IPO or SPAC any time soon, operating as a best-in-class public company now will pay dividends.

Join BlackLine and subject matter expert Connor Group for an in-depth discussion about preparing for life as a public company.

You will learn how to:
·       Take stock of your current processes and systems before selling your stock
·       Determine what your internal and external talent needs are
·       Assess where you are on the controls maturity model

Please note: this webinar is a replay of one that previously aired for which CPE credit issued for live attendance only. This webinar will not be eligible for CPE credit.
Recorded Jun 17 2021 62 mins
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Presented by
Deepika Sandhu, Partner, Connor Group
Presentation preview: Setting Up Finance & Accounting for a Successful IPO

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  • Setting Our Table for the Future & Developing the Right Talent Aug 17 2021 3:00 pm UTC 61 mins
    Tom Hood, CPA, CITP, CGMA, Executive Vice President of Business Growth & Engagement, AICPA
    CFOs and finance professionals have been thrust into the center of attention as they are called on to help businesses survive and thrive in these extraordinary times.

    The starting point is generally to address the cost effectiveness of our finance teams by using digital solutions. This enables them to spend more time on value creating activities—through the use of greater analytics—and become strategic partners to the business.

    While the focus starts with this technology, the key is to then to develop capability, skills, and mindsets to maximize the change. As we do that, we stretch the skills and capacity of overloaded finance teams.

    In fact, 90% of CFOs say their teams lack the skills needed for the current environment. The result is a growing talent-performance gap—the difference between sufficient staff capable of value partnering and well versed in leadership, sense-making, collaboration and story-telling and staff lacking these skills.

    During this session, we will:

    -Discuss how the pandemic has impacted finance functions and what the research is saying
    -Identify the top trends and issues on the minds of finance leaders
    -Determine the top skills and competencies needed to get the most out the digital tools
    -Determine the top skills, competencies, and mindset required to stay relevant and provide increasing value
    -Construct a talent game plan to align with changing business needs
  • Unleash Your Accountants to Become Exceptional Aug 10 2021 3:00 pm UTC 62 mins
    Michael Shultz, Director, Strategic Accounting, BlackLine
    Manual accounting processes are a top frustration of every accountant—the repetitive work, endless spreadsheets, and late nights at month-end.

    But what’s the real cost? How can we change? What can we do in today’s distributed work environment?

    In this webinar, Michael Shultz, Director of Strategic Accounting at BlackLine, will explore the costs of traditional manual accounting processes. He will discuss how you can measure the value of automating specific accounting tasks, identify the significant issues at your organization and change to be more efficient.

    After this webinar, you will be able to:

    · Discover why manual accounting processes are not sustainable, especially given the work from home environment

    · Recognize the real costs of accounting beyond hard dollars, including risk, time, and employee morale

    · Identify key considerations for building a business case for transforming your accounting department

    Note: This webinar is a replay of a webinar that offered CPE credit. Please note that this webinar is not eligible for CPE credit.
  • Rising to the top of the CFO’s Agenda: Driving Greater Value with AR Automation Aug 3 2021 9:00 am UTC 56 mins
    Brian Morgan, Director, Product Marketing, BlackLine
    Accounting and finance leaders are playing an increasingly important role in driving change within their organizations. From ensuring balance sheet integrity to balance sheet optimization, CFOs and controllers are no longer relegated to tasks that are aimed at “keeping the lights on.” More and more, they must be “chief value extractors,” driving sustainable business growth through technological innovation, improved governance, business intelligence, and investment returns.

    In this webinar, discover how A&F leaders can rise to the challenge, while ensuring the financial health of the organization and laying the foundation for working capital excellence. We’ll cover ways accounts receivable (AR) automation can help:

    -Optimize cash collections and free up working capital
    -Identify customer payment behavior trends to drive more timely and accurate decision-making
    -Provide decision intelligence to improve compliance and forecasting on future trading and financial results
  • Thriving in the Age of Change Recorded: Jul 26 2021 63 mins
    Michael Shultz, Director, Strategic Accounting
    A progressive shift has been taking place within organizations, and this change has been in the works long before the current pandemic. Finance automation solutions are enabling corporations to embrace this change: to increase efficiency, improve accuracy, and decrease risk.

    BlackLine’s Michael Shultz will discuss how accountants at your organization can be more proactive, focus on complex and judgmental areas, and drive strategic business decisions.

    He will reveal what modern accounting looks like: processes are automated, data is connected, and the role of the accountant is elevated. Your accounting team’s value can expand beyond executing checklists and historical reporting to include proactive analytics and a seat at the decision-making table. We call it the role of the exceptional accountant.

    Learning Objectives

    After this webinar, you will be able to:

    -Employ best practices, resulting in a better utilized, more efficient organization that focuses on risk management, compliance, and data analytics.
    -Describe how to transform the way accounting departments work by reducing less-rewarding tasks, resulting in better attraction and engagement of top talent.
    -Recognize the power of automation and how it strengthens accounting organizations.
  • Finding New Answers to Old Challenges Recorded: Jul 20 2021 58 mins
    Brian Morgan, Director, Product Marketing, AR at BlackLine
    Who doesn’t want more cash? We know that cash is critical for the well-being of every business and new focus is being placed on the availability and predictability of cash from customers.

    Join us for this webinar to learn how Operational Excellence can be achieved in Cash Application, and by using data previously unlocked, how Decision Intelligence can be leveraged to allow improved data-driven decisions in risk and collections processes.

    We’ll take a deep dive into:

    -Cash Application—The cornerstone of AR processes, you’ll learn how Intelligent Automation can increase productivity by providing quick and accurate payment reconciliation, allowing up-to-date visibility of debtors.

    -Decision Intelligence—BlackLine’s new AR Intelligence solution provides a suite of debtor reporting to allow more data-driven decisions from customer behavior trends, payment to terms analysis, and payment forecasting. It puts this data at your fingertips, so you’re no longer at the mercy of Excel spreadsheets.

    Now is the time for Accounts Receivable and Credit Management professionals to be equipped with Intelligent Automation that will drive process improvement, people productivity, and business outcomes by releasing cash previously locked in debtors.
  • Rising to the top of the CFO’s Agenda: Driving Greater Value with AR Automation Recorded: Jul 13 2021 56 mins
    Brian Morgan, Director, Product Marketing, BlackLine
    Accounting and finance leaders are playing an increasingly important role in driving change within their organizations. From ensuring balance sheet integrity to balance sheet optimization, CFOs and controllers are no longer relegated to tasks that are aimed at “keeping the lights on.” More and more, they must be “chief value extractors,” driving sustainable business growth through technological innovation, improved governance, business intelligence, and investment returns.

    In this webinar, discover how A&F leaders can rise to the challenge, while ensuring the financial health of the organization and laying the foundation for working capital excellence. We’ll cover ways accounts receivable (AR) automation can help:

    -Optimize cash collections and free up working capital
    -Identify customer payment behavior trends to drive more timely and accurate decision-making
    -Provide decision intelligence to improve compliance and forecasting on future trading and financial results
  • Building Resilience with BlackLine Recorded: Jul 13 2021 61 mins
    Nicola Hardy, Credit Control Manager, Essentra; Karen Cichosz, Senior Manager Cash Collection Management, Tarmac
    How resilient are your people, systems, and processes? Are your KPIs relevant for this new way of remote working? Do you want to understand how other organisations are building resilience in their credit management and accounts receivable functions in 2021?

    If so, Building Resilience with BlackLine is for you.

    Join our discussion to learn from BlackLine and other organisations, on what they have done to be successful and the plans they are making to ensure they and their department are ready for the next challenges, whether that be growth, recession, do more with less or achieve the next set of demanding goals.
  • Thriving in the Age of Change Recorded: Jul 6 2021 58 mins
    Michael Shultz Head of Digital Transformation
    A progressive shift has been taking place within organizations, and this change has been in the works long before the current pandemic. Finance automation solutions are enabling corporations to embrace this change: to increase efficiency, improve accuracy, and decrease risk.

    BlackLine’s Michael Shultz will discuss how accountants at your organization can be more proactive, focus on complex and judgmental areas, and drive strategic business decisions.

    He will reveal what modern accounting looks like: processes are automated, data is connected, and the role of the accountant is elevated. Your accounting team’s value can expand beyond executing checklists and historical reporting to include proactive analytics and a seat at the de

    Learning Objectives

    After this webinar, you will be able to:

    Employ best practices, resulting in a better utilized, more efficient organization that focuses on risk management, compliance, and data analytics.
    Describe how to transform the way accounting departments work by reducing less-rewarding tasks, resulting in better attraction and engagement of top talent.
    Recognize the power of automation and how it strengthens accounting organizations.
  • Close Faster by Optimizing Your Journal Entry Process Recorded: Jun 30 2021 64 mins
    Brandon Maciejewski, Director, Revenue Center of Excellence, Blackbaud; Senior Manager, Marketing Performance, BlackLine
    More than ever, organizations rely on real-time trusted information with continuous digital controls monitoring. Journal entries are a crucial part of the month-end close, so you must know how to automate them to reduce cycle times as efficiently and correctly as possible.

    Worse yet, traditional journal processes take a great deal of accounting’s time when handled in an uncoordinated, manual way and can badly skew the results in your financial statements.

    In this webinar, Brandon Maciejewski, Director, Revenue Center of Excellence, Blackbaud, Inc. will discuss:

    -How to identify upstream process issues that increase close cycle times
    -Practical use cases to significantly reduce the number of journal entries, human involvement as well as the risk of error
    -Implementing journal scorecards for relevant, timely KPIs, and benchmarking purposes

    Join BlackLine experts to explore how the number of journal entries your organization books is directly correlated with the time it takes to close.

    Note: this
  • Driving Financial Sustainability Through Accounting Operational Strategies Recorded: Jun 22 2021 67 mins
    Susan Parcells, finance transformation leader, BlackLine
    The coronavirus pandemic has placed tremendous pressure on colleges and universities, leaving many campuses to face acute financial challenges. According to a recent report from McKinsey, the percentage of institutions with budget shortfalls of more than 5% will increase to more than 50% — and for private four-year colleges, that percentage can rise to as high as 77%.

    Across-the-board budget cuts may stopgap challenges but won’t necessarily ensure a sustainable future. Now may be the time to invest in an operational framework that goes beyond traditional manual accounting processes. Automation can free up time for analysis and decision-making as well as improve transparency and balance sheet integrity.

    During this webcast, our panel of experts will cover:

    -Challenges and bottlenecks in traditional manual close processes
    -Strategies for automating and streamlining critical close activities
    -Forward-looking plans for guiding institutions toward an improved future

    Join us to learn what campus experts are doing to automate and improve accounting close processes and how similar strategies can drive financial and accounting sustainability on your campus.
  • Building Resilience with BlackLine Recorded: Jun 22 2021 61 mins
    Nicola Hardy, Credit Control Manager, Essentra; Karen Cichosz, Senior Manager Cash Collection Management, Tarmac
    How resilient are your people, systems, and processes? Are your KPIs relevant for this new way of remote working? Do you want to understand how other organisations are building resilience in their credit management and accounts receivable functions in 2021?

    If so, Building Resilience with BlackLine is for you.

    Join our discussion to learn from BlackLine and other organisations, on what they have done to be successful and the plans they are making to ensure they and their department are ready for the next challenges, whether that be growth, recession, do more with less or achieve the next set of demanding goals.
  • Thriving in the Age of Change Recorded: Jun 22 2021 58 mins
    Michael Shultz Head of Digital Transformation
    A progressive shift has been taking place within organizations, and this change has been in the works long before the current pandemic. Finance automation solutions are enabling corporations to embrace this change: to increase efficiency, improve accuracy, and decrease risk.

    BlackLine’s Michael Shultz will discuss how accountants at your organization can be more proactive, focus on complex and judgmental areas, and drive strategic business decisions.

    He will reveal what modern accounting looks like: processes are automated, data is connected, and the role of the accountant is elevated. Your accounting team’s value can expand beyond executing checklists and historical reporting to include proactive analytics and a seat at the de

    Learning Objectives

    After this webinar, you will be able to:

    Employ best practices, resulting in a better utilized, more efficient organization that focuses on risk management, compliance, and data analytics.
    Describe how to transform the way accounting departments work by reducing less-rewarding tasks, resulting in better attraction and engagement of top talent.
    Recognize the power of automation and how it strengthens accounting organizations.
  • Setting Up Finance & Accounting for a Successful IPO Recorded: Jun 17 2021 62 mins
    Deepika Sandhu, Partner, Connor Group
    You’ve dedicated tremendous resources to innovation, growth, and meeting customer needs—now, are you ready to go public?

    Successful finance & accounting teams not only ask this question, but they also start transforming their people, processes, and systems to be public company ready early. Even if you’re not planning an IPO or SPAC any time soon, operating as a best-in-class public company now will pay dividends.

    Join BlackLine and subject matter expert Connor Group for an in-depth discussion about preparing for life as a public company.

    You will learn how to:
    ·       Take stock of your current processes and systems before selling your stock
    ·       Determine what your internal and external talent needs are
    ·       Assess where you are on the controls maturity model

    Please note: this webinar is a replay of one that previously aired for which CPE credit issued for live attendance only. This webinar will not be eligible for CPE credit.
  • A Guide To Cash Application: People Vs Processes - Episode 3 Recorded: Jun 15 2021 30 mins
    Andy Lilley, VP of AR Product at BlackLine
    Too many organizations have good people working hard and providing “workarounds” for poor processes to make sure the “job gets done.” Join this session to explore ways Intelligent Automation is helping organizations overcome common F&A challenges, so their teams are not only getting the job done, but also transforming processes to make them more effective and efficient. The results are striking—happier teams, improved customer experience, and the ability to drive greater value for stakeholders. Discover some real-world use cases that can be applied within your organization, and reshape the future of your finance function today.
  • How To Advance Your Audit Despite Disruption Recorded: Jun 11 2021 57 mins
    Sonia Chu, Sr. Finance Transformation Specialist, BlackLine
    There’s no question that F&A teams have been disrupted by the ongoing pandemic. In fact, nearly half of respondents in a recent survey said that closing virtually with a distributed workforce impacts the audit and other third-party engagements.

    How companies are closing the books and conducting the year-end audit has changed, along with where accounting and audit teams are performing these tasks. So, how can organizations continue to operate effectively despite disruption?

    Join us as we explore how to structure your team and processes so they can securely function from anywhere, from period-end to audit.

    After this webinar, you will be able to:

    -See how the pandemic has permanently disrupted accounting and audit
    -Apply three methods that will empower remote accounting and audit teams to operate effectively
    -Identify ten ways to run more efficiently virtually, today and into the future
  • Champions of Controllership: Advancing Accounting Despite Disruption Recorded: Jun 10 2021 69 mins
    Tammy Coley, Chief Transformation Officer, BlackLine & Molly Boyle, Finance Transformation Expert, BlackLine
    Stressful deadlines, stretched resources, and limited budgets.

    The close must go on, but manual accounting processes are not sustainable.

    Champions of controllership find ways to innovate, automate, and scale accounting processes amidst continued disruption and despite a host of challenges. They have a vision for the future, believe in using technology to bring about change, and activate teams to modernize accounting.

    Join this webcast to hear from BlackLine’s Champions of Controllership on how companies are advancing with technology.

    You will learn why traditional close processes continue to challenge accounting teams; leading practices for optimizing and automating despite disruption; and how technology improves accuracy, saves time, and benefits everyone.
  • Beyond Automation: A CFO's Guide to Continuous Improvement of Finance Processes Recorded: Jun 8 2021 62 mins
    Thomas Morrow, Finance Executive Consultant
    At the start of 2021, many finance leaders have learned how to exercise extraordinary discipline as their companies deploy far-flung resources to perform routine yet essential processes such as closing the books. Finance leaders have also learned how to determine which tasks lend themselves best to automation, as well as how to apply automation to reduce the amount of time and resources finance teams require to complete these tasks.

    But although automation can accelerate the execution of tasks, it cannot fix processes that are flawed to begin with. By attending this webinar, you will learn how finance leaders can identify opportunities to improve core finance processes before automating them. We will discuss:

    -Why reliance on automation alone reinforces rather than redresses underlying issues with finance processes
    -How recent technological developments enable finance leaders to eliminate informational silos and operational bottlenecks that undermine effective automation
    -How to apply advances in technology in conjunction with best practices in continuous improvement to determine which core finance processes are most likely to benefit from automation
  • FSN 2020: The Future of Automation in the Finance Function Recorded: Jun 7 2021 32 mins
    Gary Simon, Chief Executive of FSN & Leader of the Modern Finance Forum for CFOs
    No organization remains unscathed by the COVID-19 pandemic. Even those in the least affected industries with the strongest balance sheets found that their supply chains, customers, suppliers, and employees were significantly disrupted.

    When it comes to the record-to-report process, the potential for automation is large, with 84% of survey participants saying they could “do more” to automate the process.

    As we approach year end, automation leaders will be well placed to timeously close the books, produce their financial statements, and satisfy demanding audit requirements.

    In this webinar, FSN will unveil the main highlights of their research, synthesizing the views of 530 senior finance professionals from around the world. You’ll learn informative and actionable insights, including:

    -Which finance processes were hit hardest by pandemic disruption
    -The characteristics and business advantages of being an automation leader
    -Expectations for Finance and Accounting post-COVID
  • Be Smarter: BlackLine Cash Application Automation - Episode 2 Recorded: Jun 7 2021 30 mins
    Andy Lilley, VP Product - AR
    Get a firsthand look at how BlackLine Cash Application, powered by AI and built by finance professionals, is helping F&A teams make smarter, more accurate finance and credit decisions by transforming the invoice-to-cash cycle.

    By reducing the time it takes to apply cash to open invoices, organizations are realizing reductions in unapplied cash of up to 99%. You’ll also hear from a customer and learn how the solution has helped enable greater organizational agility.

    In this session learn how to:

    Reduce unapplied cash by up to 95%
    Reduce manual effort by up to 85%
    Reduce DSO by 5-10 days
  • Virtualizing Audit: Ground Rules for Ensuring SOX Compliance From Anywhere Recorded: Jun 7 2021 56 mins
    Sonia Chu, Finance Transformation Specialist BlackLine & Michael Shulzt, Director of Finance Transformation BlackLine
    The ramifications of the current crisis will long outlast it—including how companies will close the books and ensure SOX compliance, and where accounting and audit staff who perform these tasks will be located.

    Join us as we explore:
    - How to redesign your operating model so that it can securely function from anywhere, from period-end to audit.
    - How to achieve simplified SOX compliance
    - Which three methods will empower remote accounting and audit teams to operate virtually
    - Ways to mitigate work-from-home (WFH) cybersecurity risks
Make the Move to Modern Accounting
Companies come to BlackLine because their traditional manual accounting processes are not sustainable. BlackLine’s cloud-based solutions and market-leading customer service help companies move to modern accounting by unifying their data and processes, automating repetitive work, and driving accountability through visibility. BlackLine provides solutions for financial close management, accounting automation, and intercompany governance, helping large enterprises and midsize companies across all industries do accounting work better, faster, and with more control.

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  • Presented by: Deepika Sandhu, Partner, Connor Group
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