Special Intensive Training Seminars

Maximize your conference attendance by registering for a post conference intensive. These 1½ day sessions begin Thursday morning, June 24, concluding at noon on Friday, June 25.

Intensive #1 - Training on the Accounting Software

This intensive will give you a complete overview of the accounting system. You will see all aspects of the accounting system from setup files to processing steps and reporting options. All of the books of entry, accounts payable processing, payroll processing, general ledger activities, cost allocation and report generation will be shown. Even though concurrent sessions on certain areas of the Accounting Software will take place during the regular annual conference, this 1 ½ day intensive allows more time to spend on the entire system.

Intensive #2 - Year End Procedures/Preparing for Audit

This intensive is a step-by-step review of what you need to do at year-end to close your books and to get ready for your audit. Learn about the latest GMS procedures. Understand schedules you will want to prepare for your auditor. Gain a full understanding about how revenue recognitions are determined based on the type of grant or contract. You will receive complete training on all aspects of year-end activity by experienced GMS personnel and a CPA. You will get an auditor's perspective on what you should have ready for the audit and be able to get answers from a CPA with extensive experience in non-profit and GMS auditing. You will be shown what closing entries are used in the accounting system. This session is designed to help you keep audit costs under control and help you comply with current audit standards.

Intensive #3 - Laptop Hands-On with Report Writer

Bring your laptop computer to this session and learn the step-by-step functions to develop reports using the GMS Report Writer. Each laptop must have the GMS Report Writer, Microsoft Access 2000 or higher, Microsoft Excel and all Microsoft updates installed prior to the intensive. GMS Staff will give instructions on how certain reports are developed. Then, as time permits, each person in the intensive can request instructions on how to develop a report that they want for their particular agency. All participants will then learn step-by-step how to develop and save those requested reports. When you get back to your office, you can then copy the ones you want for your agency from your laptop to your pc. This intensive will help broaden your use of the Report Writer, or for those new to using it, will provide the training necessary to produce reports needed at your agency. Registrations for this intensive will only be accepted from clients who presently have Supplement #406 Report Writer.

 

 

Intensive #4 -Training on RLSS

This training will benefit anyone who is a seasoned user or new to GMS-RLSS. This session will cover every aspect of using GMS-RLSS so you can take advantage of all of its features. Among the topics covered will be setting up new loans, processing loan activity, using Master File Query, loan reporting, and utilizing the features included in the basic program. This is a great way to make sure that your loan policies and procedures are integrated with your RLSS software. This intensive features some hands-on training!

Intensive #5 -Fine Tuning Personnel Matters for Finance Managers

This intensive workshop will address the key areas of supervision in the nonprofit workplace, including but not limited to:
1. Providing Constructive Feedback and performance evaluations to employees;
2. Working with and/or supervising the difficult employee.
3. Tips for Team building;
4. Resolving Workplace Differences
5. Personal bias and Personnel matters.

A discussion of key personnel policies and procedures will include interactive sketches and handout materials. If you are looking to turn up the volume on your supervisory and leadership skills, then tune in for this fun-filled intensive workshop.

Pam Pullman About the Trainer...

Pam Pullman is a Consultant, Trainer & Coach in Human Resources, and has over 20 years work experience in the nonprofit and community action network. She holds a bachelors and law degree from St. Louis University, and has past college level teaching experience in business law. Pam has conducted over 500+ workshops reaching over 50,000 people, and has flown over a million miles helping nonprofits and businesses achieve success. www.pampullman.com or 800.730.2PAM

Intensives are designed for participant attendance from start to finish so an individual may register for only one intensive.  Separate registration required.   See registration form for details.