Live CPE Webinar
What We Learned in the Field: Avoiding the Top GASB 87 & 96 Pitfalls
May 21, 2026 |
| Level Basic |
Subject Accounting |
Cost Free |
CPE Credits 1.00 hour |
Learning Objectives
- Learn how to move beyond raw data by developing contextual narratives that explain the “why” behind portfolio changes.
- Gain a framework for accurately identifying software agreements that fall within or outside the scope of GASB 96, ensuring precise SBITA tracking and compliance without manual oversight.
- Identify specific strategies to transition from labor-intensive manual journal entries to a repeatable, automated workflow, significantly reducing the “year-end grind” for both GASB 87 and 96 reporting.
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Meet the Speaker
Jonathan Grimes
Technical Accounting Consultant |
Jonathan Grimes is a dedicated and experienced accounting professional currently serving as a Technical Accounting Consultant at FinQuery (formerly LeaseQuery). Prior to this role, he held positions at FinQuery as Customer Support Manager and Manager of Customer Accounting Advisors, demonstrating a strong track record of growth and commitment. Jonathan’s educational background includes a Master’s degree in Professional Accountancy from Georgia State University and a Bachelor of Science in Accounting from LaGrange College, where he was also a Presidential Student Ambassador. Earlier in his career, Jonathan gained experience as an Accounting Intern at Gay & Joseph, CPA, PC.
Course Description
What we’re diving into:
- The Power of Context: Why adding clear narratives to your portfolio adjustments is the secret to keeping your auditors happy during year-end.
- GASB 96 & SBITAs: How to confidently identify what’s in (and out) of scope for software agreements—and how to track it all without the headache.
- Enhancing your Year-End Processes: Most teams are still bogged down by massive year-end journal entries. We’ll show you how to simplify that process and make it repeatable.
Whether you’re navigating GASB 87 or 96, we’re focusing on the best practices and automation tools that turn a manual grind into a streamlined workflow.
CPE Details
Details
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Online
Recommended CPE Credit: 1.00 Hour
Field of Study: Accounting
Who Should Attend
Accounting professionals from government entities who manage a medium-to-high volume of subscription-based IT arrangements and/or software contracts will benefit most from this event, along with CPAs who serve government clients with a similar volume of SBITAs and/or software contracts.
Sponsor Statement
FinQuery, LLC 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: NASBAregistry.org. For more information regarding administrative policies such as complaints, please contact CPEinfo@finquery.com.
Program Cancellation Policy
If a program is cancelled, FinQuery will notify registrants via the email address that they used to register for the program.
