Gain Confidence with Reconciliations: Types and Templates

Course Details


Friday, May 26, 2023

9:00am – 11:00am (Registration: 8:06am)



Field of Study

Accounting & Audit

CPE Credit

2 hours CPE credit

Level of Knowledge



CPA Crossings




Have you or your team been asked to prepare, review, or audit different types of reconciliations? How do you know what should be used and when?

In this webinar, Shana Cooper, CEO of The AccountAbility Team, will walk through various reconciliation examples as well as demonstrate when to use them to support specific categories of general ledger accounts, differences between ledgers, and system balances. Shana will share tips and tricks on how to standardize your reconciliations without sacrificing quality. No matter what role you play in the account reconciliation process, you'll benefit from gaining more confidence on this topic.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.


The major topics covered in this course include:

  • The importance of a standardized reconciliation approach
  • When and how to use different reconciliation types and templates
  • Purposeful standardization strategies and leading practices that will help advance reconciliation quality

Practice aids will be made available to all attendees.


After attending the presentation, you will be able to...

  • Recognize different types of reconciliations
  • Identify how reconciliation templates can make the financial close and audit more effective and efficient
  • Distinguish which reconciliation templates should be used for certain accounts or activities
  • Apply the strategies and leading practices successful accounting teams use to enhance the standardization of their account reconciliations

Designed For

Anyone who wants to learn how to produce or support stronger account reconciliations including CFOs, Controllers, accounting managers, corporate accountants, and auditors.

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee

Non-Member Fee

Your Price

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