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...
...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:
(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:
Intermediate
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!
REQUIRED ADVANCED PREPARATION:
Review Our "Administrative Training Policies" Document
Review Our "Advanced Preparation for a Training Session" Document
Review Our "CaseWare Training Software Requirements" Document
Register for upcoming sessions here
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