This Program is meant for Personnel responsible for managing and maintaining their entity's CaseWare Solutions. Participants will gain an overview of common Formulas and solutions for users of the GASB Template. We will cover some basics of formulas and calculations and how to determine whether or not changes should be left to professional assistance.

Learning Objectives:

This Program is designed to provide owners of the GASB Financials Template solution with the knowledge necessary to improve their own (and their team's) overall experience within the CaseWare Environment. The intent is to accomplish this by empowering users to make more informed and strategic decisions about how to modify, utilize, and maintain formulas and calculations in their solution. After completing this program, attendees should have a proficient understanding of the following:

• How to identify formulas and calculations within the GASB environment
• Common issues and maintenance techniques
• Valuable tools for customization and modification
• Identifying changes that should not be performed without professional assistance
• Use cases of other GASB users optimizing their process with improved calculations and formulas

Instructional Delivery Methods Available for This Program:

The Following methods are provided in accordance with NASBA'suidelines

• "Group Internet Based"

CPE Credits:

1.5 CPE Hours in Specialized Knowledge-Technical...

...in accordance with NASBA 50-minute hours in order to accommodate mandatory breaks during the training session. In order to receive CPE, individual attendees must meet certain attendance and participation requirements.

Recommended Prerequisites:

For optimum success in any of our programs, we recommend basic computer literacy as defined by the Internet and Computing Core Certification (IC3) or equivalent proficiency. Registrants will be expected to have these skills and if they do not experience success during the course delivery due to a lack in this knowledge area, the attendee risks losing refund and course completion eligibility. Additional proficiency should include:

• Microsoft Excel (familiar with data entry, formulas, common file types, etc)
• Microsoft Word (familiar with word processing, common file types, and style Sheets)
• Basic Accountancy/ Bookkeeping
• for best learning - Governmental and True Fund Accounting
• Internet browsers such as Chrome and Internet Explorer
• Basic Digital Document Management Principles

CaseWare Software Proficiency (must have taken one of our training sessions or displays comparable proficiency as determined by our trainers):

• CaseWare Working Papers GASB Fundamentals
• GASB Financials Template Part 1

Program Difficulty:

Intermediate

In accordance with our Content Development Policies Document Which can be referenced on our website

Logistics:

Registration Details:

There are many ways to engage this particular program:

• Open Registration Programs with students from other organizations
• Custom Consulting Session (may not qualify for CPE)

Please contact us about custom options directly!

Advanced preparation:

NASBA:

Refunds, Cancellations, Complaints and Concerns: