Webinars

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Maybe you’ve noticed that many of our webinars aren’t about tax and accounting issues. That’s because the issues impacting you and your business cover a wide variety of areas. While we can’t directly solve every issue you face, we know the right people who can. We connect you with the professionals and ideas that address what is relevant to you.

Upcoming Webinars

How the CaseWare Essentials Bundle Can Simplify Your Workflow

Friday, February 4, 2022 | 10:00 AM PST

Make 2022 the year to improve your CaseWare experience!

Your Working Papers are just the tip of the iceberg – there is so much more to CaseWare that can increase your efficiencies and improve your workflow.

Tap into the knowledge of CaseWare’s former Head of Product for the U.S. market (who is now Senior Manager of Technology Consulting at LSL!) Daria Weiss, and LSL’s Technology Consulting Partner, Gail Gray, CPA as they break down the new CaseWare Essentials bundle and the benefits of each component in the Cloud environment:

  • OnPoint Collaborate: collaboration with clients is streamlined as the collection and management of PBC information is seamlessly integrated into your working paper files.
  • CaseWare Connector: keep your supporting work papers in Word and Excel in sync with your data in Working Papers.
  • CaseWare Accomplish: manage the workflow of a single engagement or across your portfolio in an easy-to-use web interface.
  • All of this and more!

We’ll also take questions through our live Q & A chat. Register now so you can hit ground running in 2022. If you are unable to attend the live session, register anyway and we’ll send you the recording.

FOR GOVERNMENTS: Implementing New GASBs within Your CaseWare Financial Statements, including GASB 87

Thursday, February 3, 2022 | 10:00 AM PST

2022 is bringing in more than just the New Year – GASB 87 implementation is finally here!

You’ve researched the requirements. You’ve learned what needs to be done. Now it’s time to draft your annual financial statements, update the footnotes and schedules, and incorporate those changes into your GASB template. Don’t worry – we’ve got you covered!

Tap into the knowledge of CaseWare’s former Head of Product for the U.S. market (who is now Senior Manager of Technology Consulting at LSL!) Daria Weiss, and LSL’s Technology Consulting Partner, Gail Gray, CPA (who wrote CaseWare’s GASB template) as they break it down for you.

Plus, hear firsthand experience from both an auditor and former finance director, LSL Senior Manager, Kelly Telford, CPA as she shares exactly what your auditor will be looking for and how CaseWare can help your team prepare financials faster and easier, saving your team time and money.

Our presenters will cover:

  • Best Practices for complying with changes to GASB 87 pronouncements within your CaseWare environment.
  • New Tools that the LSL Technology Consulting Team has created to integrate with your CaseWare financial statements to further improve your financial statement processes and increase efficiencies.
  • Real-Life Examples to take back to your team to be audit ready!

We’ll also take questions through our live Q & A chat. If you are unable to attend the live session, register anyway and we’ll send you the recording.

Previous Webinars

*Disclaimer*

Lance, Soll and Lunghard, LLP is providing these materials for information purposes only. The content within each presentation was developed based on information available as of the date and time of each live webinar.  The material provided is general and is not intended to be complete tax or business advice. Nothing herein should be relied upon or used without consulting a tax or business advisor to consider your specific circumstances, possible changes to applicable laws, rules and regulations, and other tax or operational issues. Receipt of this material does not establish a client relationship.

Copyright 2020 Lance, Soll and Lunghard, LLP