Webinar Details $199
- Webinar Date: August 27, 2025
- Webinar Time: 2:00 pm - 3:40 pm EDT live
- Webinar Length: 100 Minutes
- Guest Speaker: Shana Cooper
- Topic: Taxation and Accounting, Accounting
- Credit: CPE 2.00, ATATX 1.50
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Strengthen the foundation of your financial reporting process with standardized and efficient reconciliation strategies. In this value-packed webinar, Shana Cooper, CPA and founder of The AccountAbility Team, shares real-world insights and tools to elevate your reconciliation practices. Drawing from her extensive accounting expertise, Cooper reveals how the right templates and a consistent approach can drive both quality and efficiency, regardless of the platform you use.
This session offers step-by-step guidance to help you select and implement reconciliation templates that match specific account characteristics and goals. You’ll also explore critical best practices for documentation and substantiation to support accurate, audit-ready reconciliations. Learn how to design reconciliation processes that are not only effective today but built for automation and continuous improvement. With practical examples and proven strategies, this webinar will give you and your team the confidence and clarity needed to produce high-quality reconciliations that enhance visibility, reduce risk, and improve financial close outcomes.
Topics Covered:- The importance of standardization and visibility in quality reconciliations
- Different reconciliation types and when to use each approach
- Template selection strategies based on account characteristics
- Implementation guidance for specific reconciliation templates
- Documentation and substantiation best practices
- Automation readiness and continuous improvement
- Recognize different types of reconciliations and when to use each approach
- Understand how reconciliation templates improve financial close and audit efficiency
- Explore standardization strategies successful accounting teams use to enhance account reconciliation effectiveness
- Gain insight into documentation and substantiation best practices for audit readiness
- Learn strategies for future automation and reconciliation process improvement
Attending this webinar will give you the tools and insights to improve reconciliation accuracy, streamline workflows, and strengthen financial reporting reliability—all while building a more confident and capable accounting team.
Who Would Benefit from This Webinar:
Accounting professionals at all levels, including staff accountants, managers, controllers, and CFOs who are responsible for preparing, reviewing, or overseeing account reconciliations.
Level: Beginner/Intermediate
Format: Live webcast
Instructional Method: Group: Internet-based
NASBA Field of Study: Accounting (2 hours)
Program Prerequisites: None
Advance Preparation: None
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Shana Cooper
Shana is a proven accounting visionary and strategist, focused on leading accounting teams to confidence by protecting their reputation and being ready for anything. She has always been a champion of close optimization, especially through account reconciliations. Couple this with her pas [...]
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 training@auroratrainingadvantage.com.
ATATX Credit
Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.