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W223: Nonprofit/Association Accounting Webinar Series: Basics and Best Practices

November 9, 2021 @ 1:00 pm - 2:30 pm EST

Are your non-profit / association books set up to be effective, efficient, and compliant?  This webinar will provide you with industry best practices for optimizing your accounting system.  We will cover the chart of accounts, customer structure, documented policies and procedures, the financial calendar, and other ways you can get the most out of your accounting.  This will be an interactive conversation and we welcome questions throughout the presentation.

LEARNING OBJECTIVES

  • Learn how to structure the accounting system
  • Understand the benefits of documented policies and procedures
  • Gain tools to help you execute accounting tasks effectively, completely, and on time

As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.

U.S Transactions Corp. 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.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

(National Registry Sponsor Nr: 138278)

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INSTRUCTORS
Gerardo Martinez
Accounting Consultant, The McKelvey Group, Inc. Financial & Accounting Management Gerardo Martinez is an Accounting Consultant at The McKelvey Group, Inc. maintaining accounting operations for…
Traci Vagnucci
Controller, The McKelvey Group Financial & Accounting Management Traci Vagnucci is the Controller for The McKelvey Group (TMG). Traci manages all finance and accounting operations,…