Free Webinar For Accountants
Length: 60 minutes
How do you create an efficient, accurate, and reusable financial reporting model without breaking the bank? Particularly for small and mid-sized nonprofit and church clients. Tools exist to reduce or even eliminate our reliance on Excel, but for many nonprofits and churches, Adaptive Insights, Anaplan, Prophix, Workiva, and other CPM platforms, are far too expensive. Therefore, organizations resist giving up Excel.
Microsoft Excel gets a lot of negative publicity in the finance world. Some claim you need to adopt cloud applications and stop using it altogether. On November 29 an article was published in the Wall Street Journal. It was titled, “Stop Using Excel, Finance Chiefs Tell Staffs.” The very next day a follow-up article was published. It was titled, “Finance Pros Say You’ll Have to Pry Excel Out of Their Cold, Dead Hands.” People certainly have their opinions about Excel.
As a CFO with high standards when it comes to nonprofit and church accounting, our host Jeff Bergman likes the flexibility Excel offers. If you’re looking to learn some Excel hacks for accounting, this webinar is a great resource.
- How to pull the necessary data from common accounting solutions for small and mid-sized nonprofits or churches
- Understand how to structure the data and reports into efficient reusable formats, including helpful formulas for aggregating the data
- See how to package your financial dashboard for your nonprofit or church clients to make business decisions
About Our Presenter
Instructor: Jeff Bergman, CPA and CFO of Aplos Software
Jeff Bergman, CPA and CFO of Aplos Software, has been a faithful Excel user since the dawn of Microsoft. He will take a break from his regular numbers and spreadsheets to give a detailed lesson on how to build a financial reporting model for your small and mid-sized nonprofit or church clients in Excel.
CPE Credit Eligibility Statement
Our webinars follow the state board requirements for continuing education credit for NASBA, but we are not an official CPE sponsor for the NASBA. Please check with your State Board* which has final authority on the approval of courses for CPE credit. Credits may not be available in those states requiring pre-submission of the course by the sponsor. Other jurisdictions allow for an individual to submit applications.
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 where these requirements are not met, CPE credit will not be issued.
Standards For CPE Program Presentation
Instructional delivery methods: Live online webcast
Field of Study Category: Computer Software & Applications
CPE Credit: 1 credit
Prerequisites: Proficient in Excel and strong understanding of Excel data tables and formulas
Program level: Intermediate
Advance preparation: None required
Complaint resolution policy: Feedback can be submitted to firstname.lastname@example.org
Content Updated: 12/1/17
* Not eligible for CPE credit in the following states, which require NASBA approved sponsors: Alaska, Arkansas, DC, Florida, Hawaii, Illinois, Kansas, Minnesota, Mississippi, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, West Virginia