In-Depth Training for Sage Fund Accounting
May 08, 2012 - May 11, 2012
Location:
Wipfli LLP
7601 France Avenue South
Suite 400
Edina, Minnesota 55435
Why Attend
New or experienced Sage Fund Accounting users, sign up today for hands-on training with the current version of Sage and one free customized financial report!
This four-day course is designed to provide hands-on instruction with Sage (formerly MIP) Fund Accounting in a small classroom environment. The course covers the core modules and other essentials new users need in order to perform fund accounting in Sage Fund Accounting. This course is also an excellent way to cross-train experienced users in other areas or to refresh their skills.
Whether you are a new or experienced user, our Sage Certified instructors bring years of field experience implementing Sage Fund Accounting to the classroom to ensure you are getting financial accountability and accuracy out of your system. In addition to training, Wipfli is offering you one complimentary financial report based on your unique chart of accounts.
Take advantage of this unique opportunity for one of the most important areas of your organization!
Learning Objectives:
1. Set up and maintain user security and manage an organization database
2. Understand chart of accounts structure and create chart of account codes
3. Perform transaction entry including time-saving coding reduction tools
4. Maintain vendor records, correct transaction entry errors, and reconcile cash accounts
5. Enter and monitor organization budgets
6. Create and edit basic reports and custom financial statements
Training Seminar Outline
We asked current Sage Fund Accounting users what they wanted from Wipfli’s Certified Sage trainers, and they were candid.
They wanted a crash course for new users of Sage, 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: - Getting started in your system (system administration, accounting administration, and setup)
- Becoming familiar with the general ledger (transaction entry, including tips and tricks)
- Learning how to make budget management and bank reconciliation efficient and effective
- Following the easy-to-use flow to complete accounts payable
- Getting what you need (and what the board needs, and what program managers need, etc.) out of reporting
They wanted small class sizes, 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 we want to share practical best practices with you.
They 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 25.5 hours of CPE credits*.
Tuesday, May 8, 2012*
9:00 a.m. – 5:00 p.m. Training
Wednesday, May 9, 2012*
9:00 a.m. – 5:00 p.m. Training
Thursday, May 10, 2012*
9:00 a.m. – 5:00 p.m. Training
Friday, May 11, 2012*
9:00 a.m. – 12:00 p.m. Training
12:00 p.m. – 3:00 p.m. Optional Q&A
*Lunch is on your own, 12:00 – 1:00 p.m. daily. Times are approximate and may vary, depending on participant discussion.
Registration is on a first-come, first-served basis; this training is for a maximum of 10 participants. Registration fees are as follows:
- Register by April 3, 2012, for an Early Bird Rate of $1,195 per participant.
- Register after April 3, 2012, for $1,295 per participant.
GFP Internet Service Subscribers automatically receive an additional $25 discount per person!
Cancellation Policy:
Cancellations made after April 8, 2012, will be charged a cancellation fee of $200 per person . If you cancel, you may send a substitute from your organization or transfer your registration fee to a future seminar 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.
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.
To register online for this event, please see the above information.
$1,195.00