News From GMS - May 2017Current and back issues are provided in Adobe Acrobat format. (Requires the free Adobe Acrobat reader.)
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Hello Everyone:
As the entire GMS staff is in “overdrive” in preparation for the upcoming Summit, one of the things we are again most excited about is seeing our clients. Even though we may be in contact with you throughout the year for various reasons, there is nothing like seeing you in person. There are clients that have been to many conferences over the years and it’s great to see them again. And it’s especially exciting to meet a client in person for the first time. This may be a result of being a new GMS client in the past 12 months, or they simply haven’t had the opportunity to attend a conference in the past.
The GMS staff is also thrilled and proud to be able to showcase our new software in San Diego. All sessions will be taught using the new software! Be sure to attend the opening session, as part of the introductory remarks will pertain to the procedure and schedule of its release to our clients. And where is a better place to spend a week as summer approaches than in southern California?
Our Keynote Speaker for the Monday morning Opening Session is Showtime Comedy Allstar Steve Rizzo. His presentation of Getting Your Shift Together promises to be very entertaining. He will also follow the opening session with Why not ENJOY the Process? In addition to the Opening Session, come and join us Sunday evening from 5:30 – 6:30 on the beach lawn for our Welcome Reception featuring live music by the talented Ke’Ahi. Come dressed “island-style” if you like and join in the fun!
* Jason Brooks, CPA and supervisor with Watkins, Ward and Stafford, PLLC will return this year with his sessions on Design and Implementation of Internal Controls and An Introduction to Indirect Costs.
* Idris Johnson, Sales and Marketing Lead at GHG Corporation, will be presenting a session on Time and Attendance. GHG’s Clockwise timekeeping solution will be showcased to help you manage employees and timekeeping records.
* Back by popular demand, Dr. Karen Wolfe, Australian physician and Healthy Lifestyle Coach will present Wellness at Work – Practical Tips to Find Your Fit at Work. She will discuss how to reduce stress to enhance concentration, inspire movement at work, support better sleep, make healthier food choices and even achieve your ideal weight - without adding hours to the workday!
* President of BMI Productivity Solutions, Boyd Mortensen, will demonstrate how BMI can help streamline your processing with new tools integrated tightly with GMS in Online Tools for Accounting and RLSS Users.
* You will be able to meet face to face with every member of our staff – Service and Support, Training, Programming and Administrative. All of the GMS resources are in one place and at your disposal during the summit.
* Get the most you can and schedule a One-on-One appointment with one of our Service and Support Specialists. This is an opportunity for individualized attention to answer specific questions you may have as they relate to the GMS software and financial operations of your organization. To schedule a One-on-One appointment, please email our event director, Robin Berseth at robin@gmsactg.com.
* The Computer Clinic offers an opportunity to try out the accounting and RLSS systems including all of the supplements - to learn how they work using test data.
* Equally as important, the Summit will give you an opportunity to share your practices and procedures with the other organizations attending! GMS’ clients offer a wealth of experience and information and this type of networking can be invaluable as you speak to other GMS’ clients that face the same types of daily issues as you.
I am looking forward to seeing everyone in San Diego.
Sincerely,
Donald Cassady
President/CEO
The GMS staff is also thrilled and proud to be able to showcase our new software in San Diego. All sessions will be taught using the new software! Be sure to attend the opening session, as part of the introductory remarks will pertain to the procedure and schedule of its release to our clients. And where is a better place to spend a week as summer approaches than in southern California?
Our Keynote Speaker for the Monday morning Opening Session is Showtime Comedy Allstar Steve Rizzo. His presentation of Getting Your Shift Together promises to be very entertaining. He will also follow the opening session with Why not ENJOY the Process? In addition to the Opening Session, come and join us Sunday evening from 5:30 – 6:30 on the beach lawn for our Welcome Reception featuring live music by the talented Ke’Ahi. Come dressed “island-style” if you like and join in the fun!
* Jason Brooks, CPA and supervisor with Watkins, Ward and Stafford, PLLC will return this year with his sessions on Design and Implementation of Internal Controls and An Introduction to Indirect Costs.
* Idris Johnson, Sales and Marketing Lead at GHG Corporation, will be presenting a session on Time and Attendance. GHG’s Clockwise timekeeping solution will be showcased to help you manage employees and timekeeping records.
* Back by popular demand, Dr. Karen Wolfe, Australian physician and Healthy Lifestyle Coach will present Wellness at Work – Practical Tips to Find Your Fit at Work. She will discuss how to reduce stress to enhance concentration, inspire movement at work, support better sleep, make healthier food choices and even achieve your ideal weight - without adding hours to the workday!
* President of BMI Productivity Solutions, Boyd Mortensen, will demonstrate how BMI can help streamline your processing with new tools integrated tightly with GMS in Online Tools for Accounting and RLSS Users.
* You will be able to meet face to face with every member of our staff – Service and Support, Training, Programming and Administrative. All of the GMS resources are in one place and at your disposal during the summit.
* Get the most you can and schedule a One-on-One appointment with one of our Service and Support Specialists. This is an opportunity for individualized attention to answer specific questions you may have as they relate to the GMS software and financial operations of your organization. To schedule a One-on-One appointment, please email our event director, Robin Berseth at robin@gmsactg.com.
* The Computer Clinic offers an opportunity to try out the accounting and RLSS systems including all of the supplements - to learn how they work using test data.
* Equally as important, the Summit will give you an opportunity to share your practices and procedures with the other organizations attending! GMS’ clients offer a wealth of experience and information and this type of networking can be invaluable as you speak to other GMS’ clients that face the same types of daily issues as you.
I am looking forward to seeing everyone in San Diego.
Sincerely,
Donald Cassady
President/CEO
How Will GMS Operate During the Annual Summit?
Here are some things that you need to know about how GMS will operate during the Annual Summit May 21-24, 2017.
1. Service calls will be taken on Monday, May 22, 2017 through Wednesday, May 24, 2017. Only one Service and Support Specialist will be responding to service requests throughout the day as most staff will be involved in sessions or in the computer clinic. Because of this, we may not be able to meet the 2 hour deadline for return calls, so please be patient with us. Service hours will be 10:00 am to 7:00 pm EDT for Monday, May 21 through Wednesday, May 22. On Thursday, May 25, our hours will be reduced to 9:00 am to 1:00 pm EDT to allow staff to travel home. Please follow the normal practice of emailing service requests to service@gmsactg.com, leaving a service call request through the customer portal on our website or calling our service number (800) 933-3501 and leaving a voice mail message. We will be back to normal business hours on Friday, May 26. Note: During the conference all Service and Support Specialists will be in San Diego, CA so they can participate in sessions and meet with clients. They will be checking voice mail regularly. Service and Support Specialists will respond to service calls during the times stated above. 2. Our Service Chat Room will not be monitored from Monday, May 22 through Thursday, May 25. We hope this will not inconvenience your agency. Thank you for your patience and understanding for our schedule during the GMS Annual Summit! |
GMS Gives Back
GMS is proud to partner with The Jacobs & Cushman San Diego Food Bank during our upcoming summit next month in San Diego. We always like to give something back to the community we are visiting. We look forward to helping the largest hunger-relief organization in San Diego County.
A big thanks to our generous clients for always helping us in these efforts!
A big thanks to our generous clients for always helping us in these efforts!
Session Handouts During the GMS Summit
GMS continues our efforts in being environmentally friendly and doing our part in protecting the planet. This year all handouts will be provided to all attendees on a USB Flash Drive for your convenience. Additionally, all handouts can be found as a download on our website in the client portal area. We encourage our attendees to download the handouts to their laptops to follow along in sessions. Handouts will be made available by Wednesday, May 10, 2017, as a courtesy to our attendees who wish to download and/or print prior to traveling to the summit. All registered attendees will be sent an email notification with instructions. Thank you for helping us in caring for our planet.
Special Thanks to Our 2017 Summit Sponsors and Partners!
All of us at GMS would like to thank our 2017 sponsors and partners for helping to make our annual summit one of the leading financial management conferences for nonprofits. Due to their continued support we are able to take the summit to the best locations in the United States. Please be sure to visit their tables and/or websites to see what services they have to offer your agency.
Attending the GMS Summit in San Diego?
If you are attending the GMS Summit in San Diego in May, you may want to check out the Attendee Special Offers on our website at http://www.gmsactg.com/attendee-special-offers.html. Here you’ll find offers such as up to $50 in credits when taking your first Lyft ride and $15 off your first Uber ride. Additionally, you’ll find guides for getting around the city, things to see and do, and discount coupons. Safe travels and we’ll see you at the Catamaran Resort and Spa!
Attend the GMS Summit and Get a 50% Supplement Credit
Agencies attending the GMS Annual Summit in San Diego, CA will be entitled to a 50% supplement credit. This is a 50% credit on the purchase price of any supplement(s) up to your agency’s total registration price. This credit is valid from the time of your registration through June 30, 2017. See the conference brochure on our website www.gmsactg.com for more information. Another great reason to attend the Summit!
Attention: Accounting Software Users
We will be discontinuing the 7” stub-check format in the new vb.net version of accounting software to be released later this year. Please contact us for alternatives if you use this format for your Accounts Payable or Payroll Checks.
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Don't Miss Hall of Fame Speaker Steve Rizzo!

We are excited to present “The Attitude Adjuster” Steve Rizzo as our Opening Speaker for our Summit in San Diego. Steve was chosen to receive the Showtime Comedy All-Star award and has shared the stage with comedy greats Jerry Seinfeld, Eddie Murphy, Rodney Dangerfield, Ellen DeGeneres and many others. He engages people with laughter as he challenges them to shift their focus and way of thinking to discover greater enthusiasm, increased productivity, and new levels of success.
Steve will open our Summit with his signature presentation Get Your Shift Together – Start Each Day with an Unstoppable Attitude to Succeed. He will teach you how to stay optimistic and motivated to be your best. Come laugh along with Steve as you learn his Common Sense Success Strategies that will take you to a better place not only in business, but also in life.
After the Opening Session, Steve will also present Why Not ENJOY the Process? which you will not want to miss either. In this session, you will gain the secrets of acquiring the attitude you need to succeed, using the power of choice to your advantage, elevating your overall degree of happiness, finding the laughter in between and during the tough times, and how to maintain emotional stability and eliminate stress.
Steve will open our Summit with his signature presentation Get Your Shift Together – Start Each Day with an Unstoppable Attitude to Succeed. He will teach you how to stay optimistic and motivated to be your best. Come laugh along with Steve as you learn his Common Sense Success Strategies that will take you to a better place not only in business, but also in life.
After the Opening Session, Steve will also present Why Not ENJOY the Process? which you will not want to miss either. In this session, you will gain the secrets of acquiring the attitude you need to succeed, using the power of choice to your advantage, elevating your overall degree of happiness, finding the laughter in between and during the tough times, and how to maintain emotional stability and eliminate stress.
Bring Your Laptop to Conference!
Anyone who wishes to bring a laptop to conference to have the ability to follow along in each session they attend is encouraged to do so. Those attending the Reinforcing Your RLSS Knowledge session must bring a laptop.
Because of seating or lighting, some attendees find it hard to see the screen in the front of the room. This will enable you to follow along on your own laptop to easily see the features that are being pointed out. We will be adding our conference databases and all handouts to our website for you to download to your laptop. The databases will be compatible with the latest revisions, so make sure the programs that are installed on your laptop are also the latest version prior to conference. All conference registrants will be emailed instructions on Wednesday, May 10 regarding how to obtain the latest GMS Accounting and Revolving Loan Software and their corresponding demo databases. If you do not receive the email with these instructions, please send an email, including your client #, name, and correct email address to service@gmsactg.com so that we may resend them to you. |
One-on-One Appointments
Looking to get the most value for your conference registration? Schedule a one-on-one appointment with one of our Service & Support Specialists to receive individualized assistance in helping answer questions or solve accounting or revolving loan problems specific to your organization. Appointments are $50 for 30 minutes. They may be scheduled for Monday thru Wednesday during conference hours based upon availability. Email our Event Director, Robin Berseth, at robin@gmsactg.com for details or to be scheduled.
"The way a team plays as a whole determines its success. You may have the greatest bunch of individual stars in the world, but if they don't play together, the club won't be worth a dime."
~Babe Ruth |