Now You Know Why Having Updated Fiscal Policies Matters

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Now You Know Why Having Updated Fiscal Policies Matters

5/14/2020 11:00 AM - 12:00 PM (CT)

Register for this training

Training Seminar Outline

Advanced Preparation: None
Level: Intermediate
Prerequisite: None
Field of Study: Accounting
CPE*: 1.0 credit(s)

Description

Challenging times are when we rely most on the processes we put in place — processes that help us make tough decisions so we can focus on helping our community. Updating the financial policies and procedures manual is a must. Why? Because you want to ensure your organization’s policies and procedures are being followed (even in a remote environment), are user friendly, are easily implemented, are updated to reflect technology changes you have made … the list could go on and on. 

This session will address common areas of a financial policy and procedures manual and additional areas to consider that will assist your team with updating your manual. We will discuss how to create a manual that makes it easier for your staff to understand and helps them follow your adopted policies and procedures. We will also discuss some “what if” scenarios, since they have probably become more reality in the past four weeks than ever before. 

Learning Objectives:

1. Discuss the impact of the Uniform Guidance on a fiscal policy and procedures manual. 
2. Explore how to incorporate continuous changes when creating a manual. 
3. Identify ways to make it easy for staff to understand and follow the manual.

Registration Fee

$95 per connection

My Wipfli Nonprofit and Government Membership Service members automatically receive an additional $25 discount per registrant!

Cancellation Policy
Notice of cancellation must be received 24 hours prior to start time of the webinar for a full refund of registration fees. If Wipfli cancels the webinar, you will be notified 24 hours prior to the webinar via email. All registration fees will be refunded. For questions or concerns, please call 888.876.4992.

*CPE

To receive continuing professional education (CPE) credits (live webinars only), you will need to complete and submit a CPE request form within three business days of the webinar. A link to the form and directions to submit it are included in a webinar access email you will receive 24 hours prior to the start of the webinar. Payment is processed at the time of registration. The webinar must be paid in full to receive CPE credits. You will receive a certificate via email within 14 business days of the webinar presentation.

National Registry of CPE Sponsors: Wipfli LLP 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.

Instructional Delivery: Group Internet-Based.  For more information regarding administrative policies, such as complaint, cancellation and refund policies, please contact our offices at 888.876.4992.