Home Church Management CPE Webinar: The Accountant’s Guide To Fund Accounting Software

CPE Webinar: The Accountant’s Guide To Fund Accounting Software

by Alex Acree

A specialized financial platform for nonprofits and churches can be a dynamic tool, especially with the assistance of a trusted accountant to advise them. This webinar serves as an in-depth guide for using Aplos to manage your clients. We’ll discuss setup, customized reporting, and more. This session is ideal for professional accountants and bookkeepers who are considering managing nonprofits or churches in Aplos. It also helps to have at least a basic understanding of fund accounting principles and bookkeeping tasks.

Learning Objectives

  1. Look at Aplos as a specialized solution for nonprofits and churches for fund accounting.
  2. Review common chart of accounts structures for nonprofit and churches. Understand customization and administration options for streamlined chart of accounts setup and granular reporting.
  3. Gain advanced knowledge to implement dimensional reporting using tags. Create popular customizations for specialized nonprofit financial reporting.
  4. Review how to use a fund accounting software to accomplish common nonprofit or church tasks including transaction imports, journal entry examples, donation tracking, payroll imports, recurring transactions, fixed assets, and allocations


Alex Acree, Head of the Support Department at Aplos Software, has worked with thousands of nonprofits and churches in setting up their accounts and building the reports they require. He will give a detailed lesson on how to accomplish this for your nonprofit and church clients.

Instructional delivery methods: Group Internet Based
Field of Study Category: Computer Software & App
CPE Credit: 1.5 credit
Length: 1.5 Hours
Prerequisites: None
Program level: Basic
Advance preparation: None required

Program Content Updated: 6/10/19

CPE Credit Eligibility Statement

Our webinars follow the state board requirements for continuing education credit. 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. Please check with your State Board, which has the final authority on the approval of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of the 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.

Contact marketing@aplos.com for policies for cancellations, refunds, and complaints.

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