Sage Fund Accounting for the Financial Manager
March 26, 2012; 9:00 AM - March 27, 2012 5:00 PM (CST)
Location:
Wipfli LLP
7601 France Avenue South
Suite 400
Edina, Minnesota 55435
Date/Time: March 26 - 27, 2012 9 a.m. – 5 p.m.
Advanced Preparation: None
Level: Intermediate
Prerequisite: 3–6 months experience using Sage Fund Accounting Software
Experience in nonprofit accounting and financial reporting
Field of Study: Specialized Knowledge
At the request of several new financial leaders in agencies using Sage Fund Accounting, Wipfli’s certified trainers are pleased to introduce our “Sage Fund Accounting for the Financial Manager” course.
New (or experienced) financial managers using Sage Fund Accounting should register today for this small-group,hands-on training with the current version of Sage. In addition to this individualized training, you’ll get one free customized financial report!
The course will cover:
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Transaction entry
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Budget preparation and management
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Financial reporting
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Other essentials users need to perform fund accounting in Sage Fund Accounting
This course is an excellent way to cross-train or even refresh the skills of experienced users. Take advantage of this unique opportunity for one of the most important areas of your organization!
Learning Objectives:
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Understand how to enter various types of transactions into the Sage Fund Accounting system.
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Discover the capabilities of the budget management tools within the system.
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Gain knowledge of how to prepare a variety of custom financial reports for your organization.
Training Seminar Outline
Like with our in-depth training curriculum, users requested a crash course for new financial management-level Sage users, with the caveat that it would keep the attention of a seasoned user in need of a refresher. We designed a curriculum to meet those needs and still are able to cover the following topics:
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Becoming familiar with transaction entry throughout the system (including tips and tricks)
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Learning how to make budget management and bank reconciliation efficient and effective
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Getting what you (and the board , program managers, and funding sources, etc.) need out of reporting
You wanted small classes for more individualized attention. This course gives you hands-on training with the current version of Sage Fund Accounting. We limit the class size to 10 people, so there is ample time for education, questions, and suggestions. Our instructors bring to the classroom years of field experience implementing Sage Fund Accounting at nonprofit organizations, and they want to share practical best practices with you.
You wanted one free, customized financial report! In addition to the core Sage Fund Accounting modules being covered in the curriculum, Wipfli is offering one complimentary financial report based on your unique chart of accounts. You can take advantage of this wonderful opportunity for free consulting in an area that matters most to your organization—financial accountability and accuracy.
This training offers 14 hours of CPE credits*.
Register
Daily Schedule
Monday, March 26, 2012*
9:00 a.m. – Noon General Ledger Tips and Tricks
Noon – 1:00 p.m. Lunch (on own)
1:00 p.m. – 5:00 p.m. Transaction Entry and Bank Reconciliation
Tuesday, March 27, 2012*
9:00 a.m. – Noon Budget Management and Reporting Basics
Noon – 1:00 p.m. Lunch (on own)
1:00 p.m. – 5:00 p.m. Financial Statement Preparation
*Times are approximate and may vary depending on participant discussion
Registration Fee
Registration is on a first-come, first-served basis—this training is for a maximum of 10 participants. Registration fee is $795.00 per participant.
GFP Internet Service Subscribers automatically receive an additional $25 discount per person!
Cancellation Policy:
Cancellations made after March 16, 2012, will be charged $150 per person cancellation fee. If you cancel, you may send a substitute from your organization or transfer your registration fee to a future seminar within a year without penalty. Participants who register but neither attend or cancel are charged for their full registration fee. Call 888.876.4992 for questions about this policy.
Hotel Information
Le Bourget
7770 Johnson Ave S | Minneapolis, MN 55435
P: 952.893.9999
Room Rate: $84 single/double
You must make your own room reservation directly with the hotel. The hotel is located a couple of blocks away from the Wipfli office in Minneapolis. The hotel will also provide complimentary shuttle service to the airport, Mall of America, and the Wipfli office.
The training will be held at Wipfli's Minneapolis office:
7601 France Avenue South, Suite 400
Minneapolis, MN 55435
P: 952.548.3400
*National Registry of CPE Sponsors: Wipfli LLP 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: www.learningmarket.org.
Instructional Delivery: Group-Live. For more information regarding administrative policies, such as complaint, cancellation and refund policies, please contact our offices at 888.876.4992.
Register for this training
To register online for this event, please see the above information.
$795.00