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Leveraging Your Chart of Accounts Structure

January 19, 2021 | 1–1:30 pm ET


Over time, a chart of accounts often becomes cumbersome, unwieldy, and insufficient for your reporting needs. Join Mary Wheeler, author of NACUBO's Financial Accounting and Reporting Manual, to refine or rethink your chart of accounts.

During this free, 30-minute webcast, we will cover how to:

  • Revise your chart of accounts to support current accounting practices and strategic initiatives.
  • Enable units to own their finances through streamlined classifications.
  • Leverage the COA for reporting and decision making.
  • Set policies that support how to consistently classify expenses by function.



2021 Intermediate Accounting and Reporting

January 26-28 | See Schedule for Full Session Details | All Sessions Times are Eastern

Financial Responsibility: Crossing the Finish Line

February 4, 2021 | 1–2:40pm ET

NACUBO Endowment Master Class Series

February 9–May 18, 2021 | 1:00 - 2:00pm ET | See Schedule for Full Session Details