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Basics of Accounting Policies and Procedures

September 20, 2022 @ 1:00 pm - 2:00 pm CDT


The accounting policy and procedures manual is an oft-overlooked document in an organization but provides significant insight into the actions of your accounting team. In this next installment of our Non-Profit Essentials training, James Conrad, Supervisor at Wegner CPAs, will demonstrate the purpose of policies and procedures, how they are important for every organization, and tips on how to patch deficiencies your organization may have in your accounting manual.

Learning Objectives

  • Define processes and procedures within your organization’s accounting manual
  • Determine the adequacy of your policies and procedures for your organization
  • Identify and analyze policies and procedures in your accounting manual that are sufficient and deficient
  • Discover relationships between your policies and procedures and an organizational audit

This webinar is free to attend. There will be no CPE offered. 

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James Conrad, CNAP, Supervisor

James joined Wegner CPAs in 2020 after several years of working with Madison area nonprofit organizations. He has experience with a wide range of human service providers and religious denominations.


September 20, 2022
1:00 pm - 2:00 pm CDT
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Wegner CPAs 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.