Cote and Associates, CPA, PLLC

Seminars

PRACTICAL INTERNAL CONTOLS

Presented by: Jennifer Cote CPA and Colleen Baldwin

A Series of Seminars Designed for Smaller Governments and Non-Profits

The series is designed for people in governance (boards, councils, commissions) and management. We encourage attending one of the introductory 4 hour seminars then picking from any number of the monthly 1 hour seminars as needed. The introductory seminar is offered in two formats, as a classroom type experience at the Wingate Inn in Missoula or as two evenings of two hour webinars. We will share with participants any checklists and other materials that we believe are helpful and hope you will be able to conduct some of your internal control evaluation as part of the classes. During the week prior to each class we will send you an email with a reminder and the power point presentation for the class; participants will need to print their own handouts.

 
Assessment & Monitoring- Making it Happen
Control Environment Evaluation
General Policies- Minimum to Best Practices
Finance Policies- Part 1 General Information

Finance Policies-Part 2 Choosing What Fits Your Entity
Personnel Policies- Minimum to Best Practices
Audit Committees-For Internal and External audits, Planning for Audits
Financial Reporting Adequacy-For Internal Usefulness and External Compliance
Operations Monitoring and Mitigating Factors Available to Governance
Financial Reporting Monitoring for Governance (Boards, Councils, Commissions)
Compliance Monitoring for Governance


For Registration to the webinars, please contact our office at 406-543-8088.