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On-Demand Webinar

Balance Sheet Confidence in Action: A Case Study in Financial Reliability

  • Recorded June 25, 2026
  • 100 Minutes
  • Available now
4.2 / 5 4 attendee reviews
CE credits
  • 1.50 ATATX (Aurora Accounting)

What You'll Learn

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.
  1. Diagnosing balance sheet weaknesses through a structured, characteristic-based assessment
  2. Prioritizing remediation using a risk-based methodology
  3. Assigning process area ownership and establishing SME roles
  4. Building tasks, standards, and workflows aligned to risk levels
View Full Description

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.

Your Benefits For Attending:
  • 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

Meet Your Speaker

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...

View Full Bio of Shana Cooper

What Attendees Are Saying

  • “This was listed as a case study. I was expecting to see the before balance sheet and the after balance sheet for the...”

    Angela J. , Accountant

  • “Good job!”

    Maritza D. , Bookkepper

  • “Presenter was great!”

    Tim C.

  • “Your webinars always validate how I think things should be done!”

    Vicki R. , Assistant Controller
See the survey ratings

4 attendees rated this webinar 4.2 out of 5 on average.

4.2 Overall Rating

Webinar Presentation

How many of the objectives of the event were met?
4.3
How useful was the information presented at this event?
4.3
Overall, how satisfied were you with this event?
4.0

Speaker Performance

Overall, how satisfied were you with this presenter?
4.3
How closely did the presenter follow the schedule?
4.3

CE Credits

These are the continuing education credits available to you for this webinar.

  • 1.50 ATATX Aurora Accounting Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.