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Achieving an accurate and seamless close: Tips to simplify the account reconciliation process
Reconciling accounts is a critical step that finance and accounting teams need to take in order to help ensure a smooth financial close. Join us as James Phelps, VP of BlackLine Practice at TruQua delivers a 60-minute session that provides attendees with a variety of tips and techniques to help streamline what can oftentimes be a complex and challenging process using the latest technology from BlackLine. Topics covered will include:
- An in-depth look at how BlackLine technology can automate the account reconciliation and financial close processes
- Recommendations and best practices for standardizing and optimizing the account reconciliation process
- Tips for setting up real-time dashboards and configurable reports
- How to utilize BlackLine technology to enable a successful move to SAP S/4HANA

Apr 15, 2021 02:00 PM in Eastern Time (US and Canada)

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James Phelps
VP, BlackLine Practice @TruQua, an IBM Company
James is the VP of TruQua's BlackLine Practice. James has led several M&A integration engagements helping global organizations gain alignment, improve visibility to their financials, increase sustainability efforts and eliminate non-value activity from their current processes. James and team embrace the cutting-edge Robotic Process Automation (RPA) and Finance Governance Technologies (FGT) such as BlackLine and SAP to help Controller and CFO organizations reach their goals.
Andrew Xue
Senior Consultant @TruQua, an IBM Company
Andrew Xue is a certified SAP Consultant and Developer at TruQua who specializes in cutting-edge cloud analytic and services technologies. Most recently, Andrew has been building and implementing cloud applications for financial planning, global budgeting, and executive reporting. He has expertise in an array of SAP enterprise collaborative planning technologies including SAP Analytics Cloud and Digital Boardroom, SAP Business Planning and Consolidation, and SAP S/4HANA Cloud, as well as BlackLine and Anaplan.