Writing Financial Policies

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Delivery Method:
QAS Self Study 4 CPE, .3 CEU, 3 Contact Hours

Field of Study: Auditing (Governmental)

This course will focus on the policies important to libraries including Accounting and Financial Reporting, Budget, Revenue, Expenditures, Fund Balance, Capital Asset, Cash and Investments, and Purchasing.


Upon successful completion of this course, participants will be able to:

  • recall why financial policies are important and common characteristics of effective policies

  • recognize the steps in policy development


Who Should Attend? This session is for anyone working in library financial management including business managers, library directors and similar staff.

Advance Preparation: None

Program Level: Basic


NASBA logoUniversity of Georgia, Carl Vinson Institute of Government, 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:  https://www.nasbaregistry.org


For more information regarding refund, concerns and program cancellation policies, please contact Michele Jurkiewicz at the contact information listed.



January 1, 2020 - December 31, 2021