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:

Click Here to see the schedule and register!

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:

• Advanced CaseView

  $495

Cancellation Policy

• Full registrant refunds are available when written cancellation is received greater than two weeks prior to the course start date.
• We will refund half the seminar fees if written cancellation is received less than two weeks and greater than three business days prior to course date.
• Notification of cancellation less than three full business days will result in complete forfeiture of course fees.
• Registrant substitutions are allowed at any time.

Click Here to see the schedule and register!

For more information on CaseView training please contact us.