Syllabus | CaseWare Formulas Best Practices | Tips & Tricks

This Program is meant for Personnel responsible for managing and maintaining their entity's CaseWare Solutions. Participants will gain an understanding of formulas and calculations and how to identify whether DIY formulas will negatively impact built-in functionality and when changes should be left to professional assistance.

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Learning Objectives:

This Program is designed to provide owners of CaseWare's 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 Template 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 Template users optimizing their process with improved calculations and formulas

Instructional Delivery Method:

"Group Internet Based" - provided in accordance with NASBA's Guidelines

Learn more about available Instructional Delivery Methods

CPE Credits:

1.5 CPE Hours in Specialized Knowledge-Technical... 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.

How do I get my CPE?

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:

(To best understand program content - it is recommended that attendees have taken the following training sessions or display comparable proficiency as determined by our trainers):

Program Difficulty:


In accordance with our Content Development Policies

Registration Details:

This event is an Open Registration Program, with students from other organizations

There are other ways to engage in this particular program:

  • Custom Web-based training programs for you and your organization

  • Custom On-Site training programs for you and your organization

  • Custom "Program Pools" for you to share the cost of a custom program with another organization.

Please contact us about custom options directly!


Register for upcoming sessions here

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