This webinar is part of the Subscription Webinar Series – 15 Webinars in 15 Weeks, or it may be purchased individually. Wipfli’s webinar series is the best training opportunity in the industry. We are now offering 15 webinars in 15 weeks for only $995, that’s a savings of $2,380! To register for the entire series, please click here. OR To register for this session only, use the registration links below.

 

Most board members are not financially savvy. Yet they need to understand the financial health of the agency. Join us as we discuss how to evaluate the financial experience and knowledge of the board and how to customize reports to that knowledge. We will discuss how not to overwhelm the board with finances and how to highlight the key areas in a way to keep them engaged and interested. Is your current accounting system user-friendly or providing workable reports? Are you ever concerned that you might not be providing the best information to the board because of them? We will also discuss how to evaluate your current software and accounting processes to determine if the information you give the board is even accurate or timely.  

Learning Objectives:
1. Determine how to evaluate the financial expertise of your board
2. Review what type of reports should be presented to the board
3. Learn tips and recommendations for how to address the board

Click here to register

2.0 CPE credits*

To receive CPE credits, you will need to complete a CPE Request Form within three (3) business days of the webinar.  The link to the form and directions for completion will be included in the access e-mail for the webinar, which you will receive 24 hours prior to the webinar.

Trainer

Karl Eck, CPA

Senior Manager

 

Registration Fee

$145 per connection/part of the 15 in 15 webinar subscription series

GFP Internet Service Subscribers automatically receive an additional $25 discount!

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 and with a follow-up telephone call. All registration fees will be refunded. For questions or concerns, please call 888.876.4992.

*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.learningmarket.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.