Syllabus | CaseWare Financials template | Firm users

This Program is meant for Personnel responsible for managing and maintaining the organization’s reporting solutions. Participants will gain an understanding of the set up of the CaseWare Financials Template that will aid in the successful implementation of the solution in their organization. We will cover establishing defaults to apply standards across all files, customizing statements, schedule and note formats and creating organization-specific content.

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Learning Objectives:

This Program is designed to provide owners of the Financials Template solution with the knowledge necessary to implement the unique formatting and reporting requirements for their organizations. The seminar also provides guidance on creating, managing and updating content within the solution. After completing this program, attendees should have a proficient understanding of the following:

  • Completing Firm Information

  • Adding Logos

  • Setting the Financial Options

  • Formatting

  • Themes

  • Create Template Libraries

  • Modifying the Firm Library Statements (excluding note libraries)

  • Notes to the Financial Statements

  • Do-It-Yourself Tables

  • Custom Linkage

Instructional Delivery Method:

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

Learn more about available Instructional Delivery Methods

CPE Credits:

8 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:

(must have taken the following training sessions or displays 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!


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