Presented by 1st Choice Advisors and Yurok Economic Development Corporation
WHEN: June 15th – 17th, 2022; 9:00 AM – 4:00 PM PT (Lunch Provided)
WHERE: Redwood Hotel Casino, 171 Klamath Blvd. Klamath, CA
(Please specify if you can only attend remotely)
PRICE: $500 per day or all three days for $1,200
Below is a general overview of the topics on each day. Please use our event form below that to officially register. Linked is a PDF of the Training Agenda for more information.
Wednesday, June 15th: Admin, Setup, Basic Accounting, AP, and AR Functions
- Keep your system clean and up to date
- Understand the chart of accounts structure and how to maintain it
- Set up and maintain user security
- Setup Alerts for additional control and fraud prevention
- Establish attachments and make your systems more paperless
- Import activity instead of manually entering
- Set up and apply time saving coding reduction tools
- Clean-up Vendor Records
- Quit writing checks using EFT
- Process AR seamlessly
- Correct AP and AR issues
Thursday, June 16th: Reporting for Managers, Boards, Councils, and Auditors
- Design general ledger reports, managerial reports, and Financial Statements
- Provide useful information designed specifically for managers
- How to teach managers how to read and interpret reports
- Provide Budget Variance Reports including grant reports
Friday, June 17th: Creating Budgets, Grant Administration, and General Ledger
- How to easily create your budget (3 different ways!)
- How to create multiple budget versions for grants and contracts
- Reporting on individual grants and budgets
- Using the Grants Administration features in MIP General Ledger
(Plus: Below Topics Covered as Needed)
- Encumbrances and Encumbrance reporting
- Fixed Assets
- Allocations
- Dashboards
- Bank Reconciliation
- Purchasing