Advanced CaseView

This course is appropriate for individuals within the firm/company responsible for maintaining and developing templates in CaseView. It is a one day demonstration and instruction on the advanced features of CaseView and their application for the production of standardized financial statements and reports. Topics covered include:

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Learning Objectives:

By course completion you will be able to:

• Understand sophisticated report writing features and functionality within CaseView.
• Develop formatted automated, dynamically linked letters, reports and financial statement templates for use with multiple clients/entities.
• Understand advanced issues relating to the implementation of standardized CaseView templates within a firm/organization.

Prerequisites:

• Fundamentals of CaseView.  *Required
• Working Papers Training.  *Recommended
• Knowledge of word processing and spreadsheet programs is assumed.

Course Fees Per Person:

• Advanced CaseView

  $450

Note: Course fees are on a per person basis. If you wish to project the training to multiple participants in your office in a boardroom setting each participant must be separately registered on our course registration site. All course materials are copyrighted and are for the express use of our course participants. No reproduction or re-transmission is allowed.

Cancellation Policy

• Course content is provided upon your registration. Should you cancel, no refund will be provided. You may, however, transfer to another offering of this course.
• Should we cancel the course, your registration will be automatically transferred to the next course offering.

Click Here to see the schedule and register!

For more information on CaseView training please contact us.