Syllabus | from Your Support Desk | Tips & Tricks

This Program is meant for Personnel responsible for managing and maintaining their entity's CaseWare Solutions. Participants will gain an overview of common issues and solutions for users of the GASB Template. We will cover some case studies, feedback from CaseWare and our clients, as well as the collective experience of our support team.

Register for upcoming sessions here

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. After completing this program, attendees should have a proficient understanding of the following:

  • A brief history of the progression of the GASB template and its current status

  • New feature sets that are commonly overlooked in the most recent version

  • Common mistakes and misconceptionsBest practices for entity workflows

  • Best practices for seeking support

  • Case Studies of GASB Template Users who have made improvements to their workflow and best practices in order to best utilize the tool

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!


Contact Us:

Gray CPA Consulting PC  

6606 FM 1488 STE 148-621

Magnolia, TX 77354

P: 936-828-4587  


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