Syllabus | Streamline Your Government-Wide reconciliations | Tips & Tricks

This Program is meant for Personnel responsible for managing and maintaining their entity's CaseWare Solutions. Participants will gain a better understanding of Government-Wide Reconciliations for users of the GASB Template. We will cover methodologies to make your team better prepared for this process and how to determine whether or not changes should be considered at an account level.

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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 improve their internal methodology for the Government-Wide Reconciliation Process. After completing this program, attendees should have a proficient understanding of the following:

  • Saving time with optimized fixed-asset handling

  • Making the most of the tools within the CaseWare Environment to make this process more efficient

  • Getting data that is useful and not just necessary

  • Establishing a system to streamline this process in future years

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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