FIN20 - Using Financial Allocations and Unit Accounts

Friday, October 13
9:45 AM - 10:45 AM
Location: Canal C - Delta Mezzanine Level M

Format: Presentation
Level: Basic
CPE: 1
Version: Any

Financial allocations allow accountants to spend more time analyzing data instead of keying in invoices or doing multiple journal entries. Spend some time learning the best ways to use fixed and variable allocations and when each is appropriate. We'll also discuss using unit accounts in conjunction with variable allocations. Concentration will be on examples and questions.

Learning Objectives:

Rick Zich

Coopers DIY

Rick Zich is the president of Coopers DIY, maker of home brewing kits. We have been the leader in small batch brewing since 1993 and the success brought about being purchased by the Coopers Brewery who is the largest Australian owned brewery. They are also the worldwide leader in home brew kits.
He oversees all aspects of the business including the GP installation. He has held positions of controller and VP Operations inside the organization so I know most of how things need to work. Coopers integrates with 3 different websites and a retail store through the use of SmartConnect and utilize refreshable reports extensively in house.
Rick lives in sunny Tucson, Arizona with his wife of 20 years and their youngest daughter at home and older son in Phoenix who makes music a passion. He and his wife also own a jewelry store as that is his wife's passion. He volunteers regularly at church and participates in associated groups.


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Using Financial Allocations and Unit Accounts

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