Wisconsin Nonprofit Association - wegner

  • Fundamentals of Nonprofit Accounting (Madison)

     

     

    Are you responsible for the accounting and reporting for your nonprofit, yet struggle with accounting fluency?  Are you a non-accountant who needs to understand the basic reporting issues for your organization?  If so, this is the class for you.

     

     

    Topics Covered:

    • Cash versus accrual differences
    • Recording of contributions versus exchange transactions
    • Valuation and documentation for in-kind donations
    • Year-end adjustments to prepare for the audit
    • Donor restrictions versus board designations

     

     

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    Presenter: Melodi Bunting, CPA, CMA, CGMA, Training and Career Development Manager at Wegner CPAs

     

    Melodi develops and coordinates effective internal and external training opportunities, and constructs a career development plan for each staff member of the Assurance department. Additionally, Melodi works with the audit team performing audits and tax return preparation for a number of different tax-exempt organizations. Melodi annually attends continuing professional education seminars on accounting, auditing, compliance and tax issues.

     

     

     

    Schedule:

    • 8:00 – 8:15 AM – Registration
    • 8:15 AM – 12:00 PM – Program

     

     

    Cost: $25

     

     

  • QuickBooks Users Group

    Cost: $15 (client of Wegner CPAs); $30 (non-client)

    Need help using QuickBooks more effectively?

    Topic #1: Maintaining and Cleaning Up Accounts Receivable and Accounts Payable Ledgers

    Topic #2: Types of QuickBooks Desktop Files and Uses

    After the presentation is covered we will open the floor to questions or discussion on these topics, or any other questions related to QuickBooks.

     

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    Schedule:

    8:00 – 8:15 AM Registration / Networking

    8:15 – 9:00 AM Presentation

    9:00 – 11:00 AM Group Discussion / Q&A

     

    Click Register Now for More Info

  • QuickBooks Users Group (Baraboo)

     

     

    Need help using QuickBooks more effectively? Join us for Wegner CPAs’ QuickBooks Users Group!

     

     

    Topics Covered:

    • Most common QuickBooks errors and how to avoid them.

    • Are you ready for year-end?  Steps to help get you prepared for year-end close.

    This is a lecture/discussion training with demonstrations on a projection screen.  We will be working with the online and desktop editions of QuickBooks, but will not be going into detail on the Mac version. 

     

     

    We encourage every attendee to come with questions on any* topic related to QuickBooks.  Wegner CPAs’ ProAdvisors will be there to answer these questions, and attendees are encouraged to jump in and answer questions or make a recommendation based their user experience.  Our goal is to facilitate conversation and assist where needed. *Due to liability issues, we are unable to answer questions related to the payroll module.

    Please feel free to bring your laptop that has direct access to your QuickBooks desktop file or to be able to log into your QuickBooks online file.  That way we could take a look at your company and help answer any questions related to your QuickBooks files!

     

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    Agenda:

    8:00 – 8:15 AM     Registration / Networking

    8:15 – 9:00 AM     Presentation

    9:00 – 11:00 AM   Group Discussion / Q&A

     

    Cost: Client of Wegner CPAs – $15; Non-Client – $30

     

     

  • QuickBooks Users Group (Milwaukee)

     

    Need help using QuickBooks more effectively? Join us for Wegner CPAs’ QuickBooks Users Group!

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    Topics Covered: Come learn how to maintain and clean up accounts' ledgers, track and pay sales tax, and have your QuickBooks questions answered by the pros.

    Cost: Client of Wegner CPAs – $15, Non-Client – $30

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  • QuickBooks Users Group (Milwaukee)

     

     

    Need help using QuickBooks more effectively? Join us for Wegner CPAs’ QuickBooks Users Group!

     

    Topics Covered:

    • Most common QuickBooks errors and how to avoid them.
    • Are you ready for year-end?  Steps to help get you prepared for year-end close.

    This is a lecture/discussion training with demonstrations on a projection screen.  We will be working with the online and desktop editions of QuickBooks, but will not be going into detail on the Mac version. 

     

     

    quickbooks logo

     

     

    We encourage every attendee to come with questions on any* topic related to QuickBooks.  Wegner CPAs’ ProAdvisors will be there to answer these questions, and attendees are encouraged to jump in and answer questions or make a recommendation based their user experience.  Our goal is to facilitate conversation and assist where needed. *Due to liability issues, we are unable to answer questions related to the payroll module.

     

    Please feel free to bring your laptop that has direct access to your QuickBooks desktop file or to be able to log into your QuickBooks online file.  That way we could take a look at your company and help answer any questions related to your QuickBooks files!

     

    Agenda:

    8:00 – 8:15 AM     Registration / Networking

    8:15 – 9:00 AM     Presentation

    9:00 – 11:00 AM   Group Discussion / Q&A

     

     

    Cost: Client of Wegner CPAs – $15; Non-Client – $30