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March 2020
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Volume 32, No. 3
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GMS Accounting Summit
Which Sessions Will You Attend?
Which Sessions Will You Attend?
This year we have new sessions and new speakers for you to enjoy. Here is a sampling of what will be offered.
Our keynote speaker to open our 35th annual conference will be Professional Development Coach, Author, Award-Winning Television and Radio Broadcaster, and Syracuse University Hall-of-Fame Scholar-Athlete Vera Jones. Her “Now I See” presentation is guaranteed to leave no dry eye and no untouched heart. Vera’s signature story ignites belief that for every piece of pain there’s a powerful piece of purpose. Chronicling the daunting emotional and physical challenges her son faced in being diagnosed with a brain tumor and blindness, Vera reveals critical lessons for resilience, change, and finding significance in the midst of adversity. She will also present a session on “Playing Through the Leadership Fouls in Your Organization.” This session is intended to explore specific leadership “fouls”. It stimulates conflict resolution, growth, and accountability in six areas of leadership.
Jason Brooks, CPA, returns to present his popular “Non-Profit Financial Reporting ASC 2016-14” course that will provide nonprofit organizations with information essential to preparing financial statements in accordance with ASC No. 2016-14.
Idris Johnson from Clockwise, will discuss “Growing Pains? Clockwise’ Integrated Solution” to help you with your payroll processes.
The ever-popular duo of attorneys Robert Joyce and Drake Maynard return to present “Protecting Your Organization, Your Board, and Yourself from Harassment Liability”.
New this year will be a Round Table session. Come join your peers and GMS Specialists for an open discussion on your choice of Board Reporting, Preparing for Audit and Documentation, or Payroll Reports.
The GMS Grand Closing Session is not to be missed as we answer any final questions you may have along with the opportunity to win great raffle prizes.
Additionally, you may schedule a one-on-one troubleshooting assistance and training appointment with a GMS Technical Support Specialist. This is a great low-cost opportunity to get your special questions answered. Appointments are limited so please contact our Administrative Director, Sara Drury at sara@gmsactg.com to schedule your appointment. Appointments are broken down in 20-minute increments: 20 minutes = $50, 40 minutes = $75 and 60 minutes = $100.
The GMS Software Support Center will be available for you to try out any software and/or supplement that you’ve been curious about.
A full listing of all the sessions offered as well as their descriptions can be found on our website https://www.gmsactg.com/sessions.html. We have also listed "Sessions to Consider" for specific needs in the categories of: General Accounting, New Accounting Software Users, Payroll and Accounts Payable. Please note that sessions are 60 -90 minutes in length and will only be presented one time unless otherwise noted.
The full schedule with dates and times for the sessions may be found on the GMS website HERE.
Our keynote speaker to open our 35th annual conference will be Professional Development Coach, Author, Award-Winning Television and Radio Broadcaster, and Syracuse University Hall-of-Fame Scholar-Athlete Vera Jones. Her “Now I See” presentation is guaranteed to leave no dry eye and no untouched heart. Vera’s signature story ignites belief that for every piece of pain there’s a powerful piece of purpose. Chronicling the daunting emotional and physical challenges her son faced in being diagnosed with a brain tumor and blindness, Vera reveals critical lessons for resilience, change, and finding significance in the midst of adversity. She will also present a session on “Playing Through the Leadership Fouls in Your Organization.” This session is intended to explore specific leadership “fouls”. It stimulates conflict resolution, growth, and accountability in six areas of leadership.
Jason Brooks, CPA, returns to present his popular “Non-Profit Financial Reporting ASC 2016-14” course that will provide nonprofit organizations with information essential to preparing financial statements in accordance with ASC No. 2016-14.
Idris Johnson from Clockwise, will discuss “Growing Pains? Clockwise’ Integrated Solution” to help you with your payroll processes.
The ever-popular duo of attorneys Robert Joyce and Drake Maynard return to present “Protecting Your Organization, Your Board, and Yourself from Harassment Liability”.
New this year will be a Round Table session. Come join your peers and GMS Specialists for an open discussion on your choice of Board Reporting, Preparing for Audit and Documentation, or Payroll Reports.
The GMS Grand Closing Session is not to be missed as we answer any final questions you may have along with the opportunity to win great raffle prizes.
Additionally, you may schedule a one-on-one troubleshooting assistance and training appointment with a GMS Technical Support Specialist. This is a great low-cost opportunity to get your special questions answered. Appointments are limited so please contact our Administrative Director, Sara Drury at sara@gmsactg.com to schedule your appointment. Appointments are broken down in 20-minute increments: 20 minutes = $50, 40 minutes = $75 and 60 minutes = $100.
The GMS Software Support Center will be available for you to try out any software and/or supplement that you’ve been curious about.
A full listing of all the sessions offered as well as their descriptions can be found on our website https://www.gmsactg.com/sessions.html. We have also listed "Sessions to Consider" for specific needs in the categories of: General Accounting, New Accounting Software Users, Payroll and Accounts Payable. Please note that sessions are 60 -90 minutes in length and will only be presented one time unless otherwise noted.
The full schedule with dates and times for the sessions may be found on the GMS website HERE.
Jason Brooks, CPA, to Present Sessions at Memphis Accounting Summit
Jason D. Brooks, CPA, is a partner with Watkins, Ward, and Stafford, PLLC. He graduated with a Bachelor of Accountancy degree from Mississippi State University. He is a Certified Public Accountant and member of the Mississippi Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
Jason’s practice is concentrated in providing auditing, accounting, cost allocation and tax services to grant funded nonprofit and governmental organizations that are subject to requirements of Governmental Auditing Standards and OMB Circular A-133, Audits of States, Local Governments, and Nonprofit Organizations. Jason has conducted training sessions for accounting personnel on these topics for various governmental and nonprofit organizations, including Mississippi Association of Community Action Agencies and GMS.
Following is the session Jason will be presenting on Tuesday, May 19, from 10:30am – 12noon and then again at 1:30pm-3pm.
Jason’s practice is concentrated in providing auditing, accounting, cost allocation and tax services to grant funded nonprofit and governmental organizations that are subject to requirements of Governmental Auditing Standards and OMB Circular A-133, Audits of States, Local Governments, and Nonprofit Organizations. Jason has conducted training sessions for accounting personnel on these topics for various governmental and nonprofit organizations, including Mississippi Association of Community Action Agencies and GMS.
Following is the session Jason will be presenting on Tuesday, May 19, from 10:30am – 12noon and then again at 1:30pm-3pm.
Non-Profit Financial Reporting ASC No. 2016-14
This course will provide nonprofit organizations with information essential to preparing financial statements in accordance with ASC No. 2016-14. Learning objectives include: (1) effective dates; (2) changes to the statements of financial position, activities, and cash flows; (3) classification and reporting of net assets and related disclosures; and (4) recognition of contributions.
ONE-ON-ONE APPOINTMENTS!
Get the most value during your attendance at the summit and schedule a one-on-one appointment with one of our GMS Specialists. This is a great opportunity to sit down face to face to go over specific accounting issues related to cost allocation, month end, payroll, and accounts payable. This is the most cost effective and efficient way to get your questions answered by an experienced professional.
This year, appointments are pre-scheduled in 20-minute blocks. These one-on-one appointments must be booked in advance and cannot run longer than the scheduled amount of time to allow our specialists adequate time to meet with their next appointment. These appointments are being offered on a limited basis so please schedule as soon as you can.
Appointments are broken down in 20-minute increments
20 minutes = $50
40 minutes = $75
60 minutes = $100
Contact GMS Administrative Director Sara Drury at sara@gmsactg.com to schedule your appointment.
This year, appointments are pre-scheduled in 20-minute blocks. These one-on-one appointments must be booked in advance and cannot run longer than the scheduled amount of time to allow our specialists adequate time to meet with their next appointment. These appointments are being offered on a limited basis so please schedule as soon as you can.
Appointments are broken down in 20-minute increments
20 minutes = $50
40 minutes = $75
60 minutes = $100
Contact GMS Administrative Director Sara Drury at sara@gmsactg.com to schedule your appointment.
RLSS Summit in Memphis, Tennessee
Are you new to operating the GMS Revolving Loan Software (RLSS) and want to be trained by a professional? Do you wish to become familiar with new additions to the software since you were originally trained? Or maybe you just need a refresher course in best practices in managing your loans? If you answered yes to any of these questions, then attending the GMS-RLSS Summit in Memphis, TN should be on your calendar. This RLSS Summit is a 1.5-day conference to be held May 21-22, 2020 at The Guesthouse at Graceland.
During this Summit, all aspects of the GMS-RLSS software will be covered. You will learn how to enter and edit Loan Master Files; enter Loan Activity and how to correct any errors and/or change dates and notes; set up new codes; different ways to prepare Amortization Schedules; which Reports are best used for different circumstances; and how the many RLSS Features and Supplements can make your life easier and save you time. New tips and techniques will be presented along with how to operate in a more paperless environment. Interact with Loan Officers, Executive Directors, Finance Managers and other Administrative Staff from non-profits and governmental agencies regarding how they maintain their loans and possibly learn about other sources of loan funding available. Senior Software Programmer Yongling Xin will be available to ask questions of and make software suggestions to so you won’t want to miss this opportunity to chat with her! Be sure to bring your laptop as time will be allotted to practice all that you’ve learned so you go home confident in using your new or updated skills.
Elvis Presley’s hometown of Memphis awaits you! Register HERE.
During this Summit, all aspects of the GMS-RLSS software will be covered. You will learn how to enter and edit Loan Master Files; enter Loan Activity and how to correct any errors and/or change dates and notes; set up new codes; different ways to prepare Amortization Schedules; which Reports are best used for different circumstances; and how the many RLSS Features and Supplements can make your life easier and save you time. New tips and techniques will be presented along with how to operate in a more paperless environment. Interact with Loan Officers, Executive Directors, Finance Managers and other Administrative Staff from non-profits and governmental agencies regarding how they maintain their loans and possibly learn about other sources of loan funding available. Senior Software Programmer Yongling Xin will be available to ask questions of and make software suggestions to so you won’t want to miss this opportunity to chat with her! Be sure to bring your laptop as time will be allotted to practice all that you’ve learned so you go home confident in using your new or updated skills.
Elvis Presley’s hometown of Memphis awaits you! Register HERE.
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CPE CREDITS
Participation in the GMS Summit 2020 counts for up to 14 CPE Credits!
At the conclusion of the summit, please email Sara Drury, GMS Administrative Director, at sara@gmsactg.com to receive your CPE Credit Letter |
Employment Opportunities
Housing Finance Manager: Clinton County Community Action Program, Inc. in Wilmington, OH is searching for a person to fill the position of Housing Finance Manager. Company currently manages six properties consisting of 262 Low Income Housing Tax Credit units. Duties would include A/R, A/P, preparing general journal entries, reporting to various entities, budgeting, bank reconciliations, monthly and annual closing and audit preparation. etc. Requires knowledge of Excel to prepare spreadsheets for tracking various items, including depreciation and amortization. Work experience in accounting/bookkeeping is required. Company utilizes GMS accounting software. Excellent benefit package including health insurance, 403(B) pension, vacation and paid holidays. If interested, please submit a resume to janenewkirk@clintoncap.org. Position is only open due to retirement of current manager. Resumes accepted until position is filled. Equal Opportunity Employer.
ACCOUNTING/OFFICE MANAGER Position Opening
RIVER TO SEA TRANSPORTATION PLANNING ORGANIZATION (R2CTPO)
Salary: $63,000 to $91,700 DOQ, plus benefits
Closing Date: Open until filled
Initial Review of Applicants: Monday, March 9, 2020 by 5:00 p.m. EDT
The River to Sea Transportation Planning Organization (R2CTPO) coordinates transportation planning and the establishment of funding priorities for local governments, with input from member governments, planning organizations, the business community, citizens and community service agencies. The organization prides itself in offering a friendly and professional working environment, with collaborative decision-making, flexibility and autonomy. The TPO employs seven staff members with financial support primarily derived from federal highway and transit planning grants. We offer a competitive salary and benefits package, including employer provided health insurance and retirement plans.
The Accounting/Office Manager serves in a key role for the TPO providing support and recommendations in all aspects of financial planning, financial management, budgeting and facility operations for the organization. The person in this position works independently and with minimal direction to prepare reports that summarize the financial activities and position of the organization. This position works closely with the Executive Director and potential candidates are expected to conduct themselves with the highest level of integrity and professionalism. Applicants must be adept at building strong professional relationships, have a keen eye for detail and the ability to manage multiple projects and meet required deadlines.
The R2CTPO office is located in beautiful Daytona Beach, Florida within a short drive to world famous attractions, including the Daytona International Speedway, Kennedy Space Center and Central Florida theme parks. We serve a population of just over 600,000 people residing in Volusia County and the eastern portion of Flagler County. Our residents represent various ethnicities, abilities and age groups and our communities include rural towns as well as growing coastal cities.
Minimum qualifications for this position include a Bachelor’s degree in Business Administration, Finance, Accounting or a related field and at least five-years of experience working government accounting, budgeting, and/or financial management. Preferred candidates will have experience with an MPO/TPO, transit agency or other federally funded public sector organization. An equivalent combination of education and/or experience may be substituted for the minimum qualifications.
Interested candidates can learn more about the organization and view additional information regarding this position at www.r2ctpo.org.
Resumes may be submitted by e-mail to: Debbie Stewart at dstewart@r2ctpo.org. Candidates will be required to complete an employment application prior to being interviewed.
RIVER TO SEA TRANSPORTATION PLANNING ORGANIZATION (R2CTPO)
Salary: $63,000 to $91,700 DOQ, plus benefits
Closing Date: Open until filled
Initial Review of Applicants: Monday, March 9, 2020 by 5:00 p.m. EDT
The River to Sea Transportation Planning Organization (R2CTPO) coordinates transportation planning and the establishment of funding priorities for local governments, with input from member governments, planning organizations, the business community, citizens and community service agencies. The organization prides itself in offering a friendly and professional working environment, with collaborative decision-making, flexibility and autonomy. The TPO employs seven staff members with financial support primarily derived from federal highway and transit planning grants. We offer a competitive salary and benefits package, including employer provided health insurance and retirement plans.
The Accounting/Office Manager serves in a key role for the TPO providing support and recommendations in all aspects of financial planning, financial management, budgeting and facility operations for the organization. The person in this position works independently and with minimal direction to prepare reports that summarize the financial activities and position of the organization. This position works closely with the Executive Director and potential candidates are expected to conduct themselves with the highest level of integrity and professionalism. Applicants must be adept at building strong professional relationships, have a keen eye for detail and the ability to manage multiple projects and meet required deadlines.
The R2CTPO office is located in beautiful Daytona Beach, Florida within a short drive to world famous attractions, including the Daytona International Speedway, Kennedy Space Center and Central Florida theme parks. We serve a population of just over 600,000 people residing in Volusia County and the eastern portion of Flagler County. Our residents represent various ethnicities, abilities and age groups and our communities include rural towns as well as growing coastal cities.
Minimum qualifications for this position include a Bachelor’s degree in Business Administration, Finance, Accounting or a related field and at least five-years of experience working government accounting, budgeting, and/or financial management. Preferred candidates will have experience with an MPO/TPO, transit agency or other federally funded public sector organization. An equivalent combination of education and/or experience may be substituted for the minimum qualifications.
Interested candidates can learn more about the organization and view additional information regarding this position at www.r2ctpo.org.
Resumes may be submitted by e-mail to: Debbie Stewart at dstewart@r2ctpo.org. Candidates will be required to complete an employment application prior to being interviewed.
ANNUAL SUMMITS
GMS ACCOUNTING SUMMIT 2020 - MAY 17 - 20, 2020 - MEMPHIS, TN
GMS RLSS SUMMIT 2020 - MAY 21 - 22, 2020 - MEMPHIS, TN
GMS RLSS SUMMIT 2020 - MAY 21 - 22, 2020 - MEMPHIS, TN
REGIONAL TRAININGS
OVERVIEW OF THE GMS ACCOUNTING SYSTEM - MARCH 12, 2020 - CHARLOTTE, NC
YEAR END PROCEDURES/PREPARING FOR AUDIT - OCTOBER 8, 2020 - LOUISVILLE, KY
YEAR END PROCEDURES/PREPARING FOR AUDIT - OCTOBER 8, 2020 - LOUISVILLE, KY
WEBINARS
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To save or print the March issue of GMS News:
| gms_march_2020_newsletter.pdf |
