USING ASSETWRITER
FIELD EXAM SOFTWARE

Clear Choice Seminars, Inc. Asset Based Lending ABL Audit Training Seminars

"Learn What You've Been Missing"


Learning Objective: Participants will develop the skills to use AssetWriter field examination software to perform field examinations.  The course provides the proper procedures for setting up a new examination, completing the writeup, printing workpapers, importing from other examiners (consolidations)and workpaper inputs.  Students will be able to use these skills to navigate the software when performing field examinations. 

CPE Credit: 13 Hours

Prerequisites: Students should be familiar with the field examination procedures used in asset based lending.

Advanced Preparation: AssetWriter must be installed and licensed on the student's computer.  User must have Administrator Rights to allow installation of course files from download or via  USB key. 

Delivery Method: Group Internet (Webinar)  Group Live upon request

Course Level: Basic.

Field of Study: Computer & Software Applications

Updates and Review: FinSoft releases updates at least quarterly for all software products.  The internal review process in ongoing and all software is release with extensive regression testing and review by programmers, accountants and reviewers.  Release notes are available to all licensed users on the download page.  These updates are incorporated into the training as new  features or significant screen layout are added so that the course is based on the most recent release of the software.

Registration:
Contact Clear Choice Seminars, Inc. at www.ccsiweb.com (see Contact page) or by phone at 410 747-7994 for more information and group pricing.

NASBA


Background
This course is taught by Clear Choice Seminars, Inc., with the instructor being Mr. Caplan, one of the FinSoft, LLC owners.  The course teaches students the fundamentals of using AssetWriter and builds the skills needed to understand and use the more sophisticated features. 

Field examination time is reduced with AssetWriter and reports that once took days can be printed and written-up in hours.  This course leverages the benefits of the time saving features that AssetWriter provides by highlighting the analytical tools and teaching interpretive skills to students. 

The course is open to licensed users of AssetWriter.


 

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