Balance of Power: Mastering Trial Balance Maintenance for Financial Excellence
This webinar provides accounting professionals with essential strategies and best practices for maintaining a clean trial balance—the foundation of accurate financial reporting. Participants will learn why meticulous trial balance maintenance is critical, who should be involved in the process, and how to implement effective systems and controls.
Through practical examples and interactive discussions, attendees will gain actionable insights to enhance financial accuracy, streamline month-end closings, and strengthen overall financial governance. The webinar introduces the "Ledger Strong Framework," a systematic approach that combines preventative measures, detective controls, stakeholder accountability, and technological optimization to create sustainable excellence in financial reporting.
Key topics covered include:
The critical role of trial balance integrity in financial reporting accuracy and audit readiness
Strategic assignment of roles and responsibilities across the accounting function
Preventative measures to avoid common trial balance errors and inconsistencies
Detective controls and analytical procedures to identify issues early
Technology solutions that enhance trial balance maintenance and analysis
Implementation strategies for continuous improvement of trial balance processes
Through detailed case studies and guided exercises, attendees will learn to identify potential weaknesses in their current trial balance maintenance and develop actionable plans for improvement. The webinar emphasizes the importance of proper documentation, clear accountability, and systematic review procedures in maintaining trial balance integrity.
This course is ideal for accountants, controllers, CFOs, and financial managers seeking to improve financial reporting quality and efficiency. Whether managing internal accounting functions or supporting multiple clients, this webinar provides the strategies and insights needed to achieve cleaner trial balances, faster closings, and enhanced financial governance while maintaining the highest standards of accuracy.
Learning Objectives
Recognize the importance of trial balance integrity and its impact on financial reporting
Identify key stakeholders in the trial balance maintenance process and define their responsibilities
Implement effective preventative and detective measures to ensure trial balance management
Presenter
Shana Cooper, CPA
Founding Director
The AccountAbility Team, LLC
shana.cooper@theaccountabilityteam.com
719.660.6445
www.theaccountabilityteam.com