Reports for Month End
Target Audience:
Accountant/Bookkeeper, CSR,
IT Manager/Systems Coordinator
Member Rate: $59
Non-Member Rate: $109
Presenter: Laura Nelson
Laura Nelson, President, L R N Consulting Services, LLC, has over 30
years experience in the insurance industry as well as 20 years
experience using Applied Systems. For 15 years she was the chief
financial officer of a large multi-location insurance agency. She was
the President of the South Florida Applied Users Group, a Director of
the Professional Insurance Agents (PIA) of Florida and served on
national committees of ASCnet.
Reports for Month End
(Recorded On) July 19, 2012| 1:00pm
CST
Did you ever want to know what reports you should be
running BEFORE month end as well as what reports you should be running
AFTER month end? This session will go over the important reports
as well as the criteria for these reports. These reports will help
you to know if you are ready to close the month for the agency and what
needs to be printed and saved after the month is closed.
Learning Outcomes:
-
Discover what reports need to be reviewed for month
end.
-
Examine the different criteria for monitoring
information for month end.
-
Overall study of Month End Reports to help manage your
agency.
Class level: Intermediate
Platform: TAM
