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W267: Policies, Procedures and Problems

September 13, 2022 @ 1:00 pm - 2:30 pm EDT

COURSE DESCRIPTION:

Which comes first the chicken or the egg; the fire or the firefighter; the operational problem or the policy and procedure?  The heart of the questions is whether you are reactionary or proactive.  Today we like to facilitate  a discussion on selected policies and procedures that must be monitored to avoid being more reactionary than proactive.  

 

LEARNING OBJECTIVES:

  • Learn how to recognize policies that should be updated.
  • Learn how to identify procedures that should be updated.
  • Learn how to think through a monitoring of policies and procedures schedule.

 

Level Intermediate
NASBA (Field of Study) Accounting
CAE (Subject Domain) Operations
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.5
Delivery Group Internet Based

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
Rob Eby, CPA, CGMA
Partner National Nonprofit Segment Leader, Aprio LLP
NONPROFIT ACCOUNTING EXPERTISE | As a partner in Aprio LLP’s Nonprofit Services Group, I am a results-driven practitioner who specializes in assurance and consulting services…
Greg Plotts
Partner, Aprio
As an audit partner with Aprio in their Nonprofit and Association Industry Services Group my passion lies in assisting clients to achieve significant business objectives…