ALA Financial Management e-Learning Instructor

2015-2020

FM 1 - Topics include types of accounts, federal payroll and employee benefit procedures, tax and reporting requirements, and general accounting procedures, laws, and regulations. The following is an outline of the topics:

  • Week 1: General Accounting
  • Week 2: Banking & Investment
  • Week 3: Trust Accounting
  • Week 4: Payroll, Taxes, & Reporting
  • Week 5: Legal Organization Structures
  • Week 6: Special Accounting Issues

FM 2 - Topics include automated financial management systems, alternative fee arrangements, financial controls, computer-based tools for financial analysis and management, client matter budgeting, and electronic billing. The following is an outline of the topics:

  • Week 1: Automated Systems
  • Week 2: Financial Methods & Investments
  • Week 3: Financial Analysis Methods
  • Week 4: Budgeting & Variance Analysis
  • Week 5: AFAs
  • Week 6: e-Tools & Billing