Tips & Tricks Series

Free to Existing Clients

  • TBD
    Keeping Continuity Amongst the Chaos
    Time is TBD
    Virtual CSMFO Conference
    Staffing, budget, policies, & crises disrupt finance workflows. How can you keep your ship moving forward in spite of current challenges? Join us at our CSMFO 2021 Virtual Breakout Session! For attendees only! https://conference.csmfo.org/
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  • TBD
    Coming Soon! - Automating Your Government-Wide Reconciliations
    Time is TBD
    Attendees will receive a secure join link
    More info to come! Learn from an amazing finance director how they revitalized their year-end process and automated their Government-Wide Reconciliations.
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CaseWare Essentials

Users of the GASB/Budget Template Keep Scrolling

  • CaseWare Working Papers - Fundamentals | Apr 27-28, 10-6
    All Attendees Will Receive a Private Link
    Apr 27, 10:00 AM – Apr 28, 6:00 PM
    All Attendees Will Receive a Private Link
    This course will prepare users of CaseWare International’s Working Papers Software to operate within a professional accountancy workflow. This means becoming familiar with the navigation and features of the software in general, as well as best practices from a professional and technical standpoint.
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  • CaseWare Financials Templates | End Users | Apr 29, 10-6 CDT
    All Attendees Will Receive a Private Link
    Apr 29, 10:00 AM – 6:00 PM CDT
    All Attendees Will Receive a Private Link
    This Program is meant for Personnel responsible for creating their clients’ or entities’ annual financial statements. Participants will gain an understanding of how to customize the standard solution provided by the organization to meet specific reporting requirements.
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  • CaseWare Financials Template | Firm Users | Apr 30, 10-6 CDT
    All Attendees Will Receive a Private Link
    Apr 30, 10:00 AM – 6:00 PM CDT
    All Attendees Will Receive a Private Link
    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 financials solutions that will aid in the successful implementation of the solution in their organization.
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CaseWare GASB/ Budget Essentials

Tips & Tricks Webinars Keep Scrolling

  • GASB Product Working Papers | Apr 5-6, 10-4 CDT
    Apr 05, 10:00 AM CDT – Apr 06, 4:00 PM CDT
    All Attendees Will Receive a Link
    Our Working Papers Fundamentals Training covers just about all you need to know for managing the Working Papers Software for use with your GASB Template. We heartily recommend it if you are looking for a refresher course while preparing for year-end and it is essential training for any new employee
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  • GASB Product Financials Template for End Users | Apr 7-8, 10-4 CDT
    Apr 07, 10:00 AM CDT – Apr 08, 4:00 PM CDT
    All Attendees Will Receive a Private Link
    This Program is meant for Personnel responsible for creating their entities’ annual financial statements. Participants will gain an understanding of how to customize the standard solution provided by their consultant to meet the specific reporting requirements for their entities’ needs.
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  • GASB Product Template for Template Authors | Apr 9, 10-4 CDT
    Apr 09, 10:00 AM – 2:00 PM CDT
    All Attendees Will Receive a Private Link
    Participants will gain an understanding of the set up of the GASB Financials Template to facilitate the successful implementation of the solution in their organization. We will cover establishing defaults to apply standards and create organization-specific content.
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