Building Confidence in Your Balance Sheet: Putting It Into Practice (Part 2)
Course Description
Ready to turn balance sheet theory into real results? In this hands-on follow-up to Part 1, Shana Cooper, CPA and founder of The AccountAbility Team, takes you through a detailed case study that shows exactly how to implement the balance sheet governance framework in the real world.
No more wondering "How do I actually do this?" Part 2 walks you step-by-step through a practical example, showing you how to spot problems, prioritize fixes, and build the systems that keep your balance sheet strong. Cooper shares the same straightforward approach that has helped accounting teams transform their balance sheets from sources of stress into foundations of confidence.
You'll see how to:
Take what you learned in Part 1 and apply it to an actual situation from start to finish
Navigate the common roadblocks that pop up when implementing new balance sheet processes
Get buy-in from your team and other departments without the usual pushback
Set up simple systems that actually work with your current technology and staffing
Build documentation that people will actually use (not just file away)
Create accountability without micromanaging
Handle the inevitable "but we've always done it this way" conversations
Through a real-world case study, you'll watch the framework come to life. Cooper shows you her thought process, the conversations she has, the tools she uses, and how she handles the bumps along the way. You'll leave knowing exactly how to start your own balance sheet improvement project on Monday morning.
This course is for anyone who took Part 1 and thought "This makes sense, but how do I make it happen?" Whether you're a controller trying to fix inherited problems, a manager looking to level up your team's work, or an accountant ready to take ownership of your balance sheet areas, Part 2 gives you the practical roadmap you need.
Learning Objectives
Put the framework into action by following a step-by-step case study that shows how to implement balance sheet governance from planning to results
Build working systems that include documentation, review processes, and accountability measures your team will actually use and maintain
Handle the people side of change by using proven techniques to get stakeholder support, address resistance, and keep momentum going
Business Benefits
See immediate results: Start making improvements right away with a clear implementation plan
Avoid common pitfalls: Learn from someone else's experience instead of making expensive mistakes
Get team buy-in: Use tested approaches to bring everyone along instead of fighting resistance
Make it stick: Build systems that work long-term, not just quick fixes that fall apart
Feel confident: Know you're doing the right things in the right order to create lasting change