2018 Conference Schedule

Tuesday, July 10, 2018

1st Afternoon Mini Sessions

Indirect Allocations in Sage Intacct

Date: 07/10/2018 3:25-5 p.m.
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Information Technology
Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Finance Staff
HS/EHS Director/Manager
HS/EHS Program Staff
IT Director/Manager
Program Director/Manager
Tracks: Finance, Accounting, and Tax; Technology
Type: Mini
Level: Basic
Prerequisites: None
CPE Credits: 1.5
Trainers: Brian Dietz , Rebecca Hurst
Applicable Audience:
Board Member
CEO/Executive Director
CFO/Finance Director
COO
Finance Staff
HS/EHS Director/Manager
HS/EHS Program Staff
IT Director/Manager
Program Director/Manager
Learning Objectives:
1. Explore how you can manage your indirect rates in Sage Intacct.
2. Create multiple allocation methods, including actual, provisional, fixed, and de minimus rates.
3. Apply the rates using financial and statistical measures.
4. Drill down into the general ledger to research and analyze results.
Session Description:
Indirect cost management for grant-funded organizations is crucial to successful management of grant awards. Learn best practice techniques for managing your indirect cost rates within Sage Intacct. See techniques for using multiple sets of books to track provisional, predetermined, fixed, and de minimus rates (in compliance with 2 CFR 200) to ensure you are being reimbursed at the largest possible rate.