Join CPA and Aplos accounting expert, Alex Acree, for this recorded webinar, which will go over the essential reports your nonprofit needs, as well as the fundamentals of fund accounting. In addition, it includes how to customize your chart of accounts so you can get the reporting you need, and options to get more granular reporting for your programs or locations.

During this webinar you will learn best practices, not only for annual reports, but also for knowing where your nonprofit stands financially at any point in time. Instructor Alex Acree has worked with hundreds of nonprofits to set up their accounts and build required reports. He will give a detailed lesson on how to accomplish this.

NOTE: You must have attended the live webinar to receive CPE credit.

Learning Objectives:

• Understand the essential reports needed to manage nonprofit organizations
• Review the essential parts of a chart of accounts and how it impacts the reporting for your nonprofit
• Implement granular tracking to better understand the financial health of your programs
• Explore Aplos’ accounting system and reporting for faster and more detailed financial reports to share with your nonprofit’s leadership

Standards For CPE Program Presentation

Instructional delivery methods: Group Internet Based
Field of Study Category: Computer Software & App
CPE Credit: 1.5 credits
Prerequisites: None
Program level: Basic
Advance preparation: None required
CPE Credit Basis: In accordance with the standard of the National Registry for CPE Sponsors, CPE credits are granted based on a 50-minute hour. (You must attend the live webinar to receive credit.)

Program Content Updated: 3/5/20

CPE Credit Eligibility Statement

Aplos Software 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.

Requirements For CPE Credit

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 resulting in not meeting these requirements, CPE credit will not be issued.

Complaint Resolution

If registered attendees have complaints or concerns about the webinar or their CPE certificate, submit these inquiries to the Aplos education coordinator at marketing@aplos.com. We will respond to complaints or concerns by registered attendees within three business days.

Cancellations

In the event of any date or time scheduling changes or cancellations made to a webinar, we will send an email to all registered attendees prior to the time of the webinar.

Refund Policy

All group internet-based courses are offered at no charge and as such are not eligible for exchange for cash value or refund.