Home Church Management Webinar: 5 Essential Reports Your Church Needs

Webinar: 5 Essential Reports Your Church Needs

by Alex Acree
Church annual report and financial report webinar

Join CPA and Aplos accounting expert, Alex Acree, for our recorded webinar which goes over the essential reports your church needs, as well as the fundamentals of fund accounting. We’ll show you which reports your church needs, not just so you can run them annually, but so you will know where your organization stands financially at any given time. In addition, you will learn how to customize your chart of accounts so you can get the reporting you need, and options to get more granular reporting for your programs or locations.

Instructor Alex Acree has worked with hundreds of churches to set up their accounts and build required reports. He will give a detailed lesson on how to accomplish this.

NOTE: You must have attended the live webinar to receive CPE credit.

Learning Objectives:

  • Understand the essential reports needed to manage church organizations
  • Review the essential parts of a chart of accounts and how it impacts your reporting
  • Implement granular tracking to better understand your organization’s ministries or the financial health of your programs
  • Explore Aplos’ accounting system and reporting for faster and more detailed church financial reports to share with your leadership
Standards For CPE Program Presentation

Instructional delivery methods: Group Internet Based
Field of Study Category: Computer Software & App
CPE Credit: 1.5 credits
Prerequisites: None
Program level: Basic
Advance preparation: None required
CPE Credit Basis: In accordance with the standard of the National Registry for CPE Sponsors, CPE credits are granted based on a 50-minute hour. (You must attend the live webinar to receive credit.)

Program Content Updated: 3/5/20

CPE Credit Eligibility Statement

Aplos Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Requirements For CPE Credit

Continuing education credits for webinars delivered in real-time can only be awarded to participants who have registered for and are logged in to the webinar as themselves, participated during the webinar, and submitted the evaluation form upon webinar completion. In the event of a technical failure resulting in not meeting these requirements, CPE credit will not be issued.

Complaint Resolution

If registered attendees have complaints or concerns about the webinar or their CPE certificate, submit these inquiries to the Aplos education coordinator at marketing@aplos.com. We will respond to complaints or concerns by registered attendees within three business days.


In the event of any date or time scheduling changes or cancellations made to a webinar, we will send an email to all registered attendees prior to the time of the webinar.

Refund Policy

All group internet-based CPE courses are offered at no charge and as such are not eligible for exchange for cash value or refund.

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Susie Cauchi March 12, 2020 - 1:37 pm

If we are unable to attend the live webinar, will there be a way to view a recorded copy without receiving credit for attendance at the live webinar?

Clay Harmon March 12, 2020 - 2:24 pm

Hi Susie,

Although you won’t receive CPE credit if you don’t attend the live webinar, you’ll still be able to view the recorded webinar by signing up. The recording will be emailed to everyone who fills out the form on this page.


Kenneth Sherman November 8, 2021 - 6:42 pm

I like to start at the button to learn about charts of accounts so I would know how to put the transaction in the right account using this wonderful software. When is your next webinar time and date? Im in California. My website need some major adjustments.

Aplos Success Team November 9, 2021 - 7:54 am

Hi Kenneth,
You can find training courses, upcoming webinars, and more in our Training Center: https://www.aplos.com/training/. As far as your chart of accounts, this support article is a good place to start: https://www.aplos.com/support/articles/coa-setup/. Hope that helps! If you have questions, feel free to email support@aplos.com.


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