Balance Sheet Confidence in Action: A Case Study in Financial Reliability
Access this expert-led webinar instantly, available anytime on-demand.
Included in All-Access Membership
Most accountants understand what a balance sheet is, but fewer can say with confidence that every line is accurate, supported, and audit-ready at any given moment. In this webinar, Shana Cooper, CPA and founder of The AccountAbility Team, LLC, uses a comprehensive case study to guide participants through diagnosing balance sheet weaknesses and building the ownership, controls, and procedures needed to improve financial reliability.
Through a realistic mid-size organization scenario, participants will learn how to assess balance sheet health using 13 key characteristics, prioritize remediation with a risk-based methodology, and develop an action plan that creates meaningful activities, assigns clear ownership, and establishes proper documentation. This session emphasizes foundational accounting practices that support a trustworthy, audit-ready balance sheet regardless of the technology in use.
Key Topics Covered:- Diagnosing balance sheet weaknesses through a structured, characteristic-based assessment
- Prioritizing remediation using a risk-based methodology
- Assigning process area ownership and establishing SME roles
- Building tasks, standards, and workflows aligned to risk levels
- Identify common balance sheet weaknesses and prioritize remediation efforts using a risk-based methodology.
- Construct an action plan that assigns process area ownership, outlines standards, and designs effective workflows.
- Evaluate balance sheet governance techniques through a before-and-after case study comparison.
- Understand how SME roles, task standards, metrics, and continuous improvement loops help sustain balance sheet integrity.
Attending this webinar will help you strengthen confidence in your balance sheet review process and apply practical steps to improve accuracy, accountability, and audit readiness. You will leave with a clearer approach to building reliable financial reporting practices that support long-term balance sheet integrity.
Level: Basics
Format: Live webcast
Instructional Method: Group: Internet-based
NASBA Field of Study: Accounting (2 hours)
Program Prerequisites: None
Advance Preparation: None
-
Shana Cooper
Shana is a CPA and business coach for accounting teams. She brings more than 25 years of accounting experience spanning public accounting, firm operations, accounting technology and leadership roles in the Office of the CFO - giving her a rare, multi-seat perspective on the challenges accounting pro [...]
CPE Credit
Aurora Training Advantage is registered with the National Association of 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: www.nasbaregistry.org.
For more information regarding administrative policies such as complaint and refund, and cancellation please contact our offices at 407-542-4317 or [email protected].
ATATX Credit
Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.
This webinar received a total of 4 survey responses. Attendees have given an average rating of 4.2 stars out of a possible 5, reflecting the quality and value of the content presented.
Reviews From Webinar Survey
Our webinars are crafted to deliver exceptional value and insight to business professionals. Below, you'll find genuine feedback from attendees.