COURSE SUMMARY

Foundation Software's New User CPA Conference was created to introduce the construction industry’s CPA firms to FOUNDATION® job cost accounting software. Whether your construction clients currently use FOUNDATION® or if you have clients who are considering new accounting software, this free, in-person conference will provide you with the information, tools and training you need to help your clients succeed! 

Come learn about FOUNDATION with Scott Kern, Senior Consultant with Foundation Software. He'll go over everything from basic system flow to showing you how to get hands-on with the software. Plus, meet other key Foundation Software staff members by being in our Corporate Office in Strongsville, Ohio! 

WHAT PAST ATTENDEES HAD TO SAY

• "The CPA Conference is very beneficial. I appreciate the effort that goes into hosting the CPAs and doing this specifically for us. I will continue to attend." - Michelle, CPA
• "It was a good time, I was happy to learn more about the various topics, get the hand-outs, and have one-on-one time with Scott to learn from his expertise. I enjoyed that we actually had a Foundation login and got to use the software instead of just listening". - Deanna, Accounting Manager
• "[The best part was] meeting people that I've only talked on the phone with and getting tips and ideas." - Matthew, CPA Partner

WHO SHOULD ATTEND

CPAs who have 1-2 FOUNDATION clients - or are setting up their 1st FOUNDATION client!

AGENDA TOPICS

Understanding the Basic Flow of FOUNDATION and Accurate G/L and J/C Setups

• Overview of System Flow
• Proper Setup of G/L Accounts for Job Costing
• Departmentalized Financial Statements
  • Indirect & Overhead Accounts
  • P/R Departments

Using G/L and J/C through FOUNDATION

• Recurring Journals
• Accrual Journals
• Reversing Journal Entries
• Audit Job Cost to G/L
• Job Cost by Cost Class Report
• Job G/L Activity Report

Job Cost Reporting and Overhead Allocation

• Sorting Options in Job Cost Module
• Estimated Cost to Complete Report
• Percentage of Completion Report
• Job Profitability Reporting
• Job Cost Generate Overhead
• Extra Burden
• G/L Method

WHAT'S INCLUDED

16 Hours of Education and up to 19.2 CPE:

• Educational Sessions: The class will meet from 8am-5pm both Tuesday and Wednesday

Food & Beverage:

• Foundation Software will provide breakfast and lunch each day along with snacks and beverages
• Plus, attendees are encouraged to join for dinner on Tuesday evening from 5pm-8pm at Square22 - our treat!

Workbook:

• Each attendee will receive a digital workbook for note-taking and participation

Travel & Hotel:

• Check out the Travel & Hotel tab for more information. 
• Travel and lodging are not included for this event. For your convenience, we recommend booking your stay through one of our recommended hotels where we provide transportation to and from the event.

EVENT SCHEDULE

Monday, August 17th

• Primary Attendee Arrivals

Tuesday, August 18th

• 8am: Arrive at Foundation Software Headquarters for included light breakfast and tech testing
• 8:30am: Education begins
• 12pm: Included lunch
• 12:45pm: Education continues
• 4:30pm: Education ends, travel to Square22 for included dinner
• 8pm: Transportation provided back to hotel

Wednesday, August 19th

• 8am: Arrive at Foundation Software Headquarters for included light breakfast 
• 8:15am: Education begins
• 12pm: Included lunch
• 12:45pm: Education continues
• 5pm: Education concludes. Transportation provided back to hotel
• Attendees Departures

Thursday, August 20th

• Primary Attendee Departure

CONTINUING PROFESSIONAL EDUCATION (CPE)

• Attendees have the opportunity to earn up to 19.2 CPE Credits by participating in this free training.
• Foundation Software 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. 
  • Level: Beginner
  • Prerequisites: General Accounting Knowledge
  • Delivery Method: Group Live
  • Field of Study: Computer Software & Applications Non-Technical
  • Advanced Preparation: None

CHECK YOUR TECH

Technical Requirements:

• To provide a hands-on learning experience, attendees will be provided access to FOUNDATION Hosted for this class.
• Attendees must bring a Windows laptop running Windows 10 Professional or later or a Mac laptop with the Microsoft Remote Desktop App.
• Attendees will also be asked to test their connection to the SaaS environment prior to the class to prevent connection issues.