2019 Conference Schedule

Monday, July 15, 2019

Afternoon Sessions

Sage Intacct Fundamentals Preconference

Date: 07/15/2019 1:30-5 p.m.
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Business Management and Organization
Applicable Audience: CEO/Executive Director
CFO/Finance Director
COO
Finance Staff
Program Director/Manager
Tracks: Automate And Measure Performance; Build Revenue Opportunity; Create Opportunities; Mitigate Risk; Strong Financial Health
Type: Full
Level: Basic
Prerequisites: None
CPE Credits: 3.5
Qualifies for Yellowbook: No
Trainers: Rebecca Hurst , Brent Neitz
Applicable Audience:
CEO/Executive Director
CFO/Finance Director
COO
Finance Staff
Program Director/Manager
Learning Objectives:
1.Explore Intacct system menus and navigations and set personal preferences.
2. Manage a closing process from reconciling bank statements to closing the books.
3. Create journal entries and post to the general ledger.
4. Manage the accounts payable, accounts receivable, and sales order processes.
5. Explore how Intacct can streamline processes, improve reporting, and increase collaboration.
6. Run standard and financial reports.
Session Description:
If you are interested in learning why so many nonprofits are switching to Intacct, this is your session.
You will learn how Intacct provides greater efficiency and managerial visibility, so your nonprofit can drive down costs while fully pursing your organization's mission. You will also learn basic Intacct navigation and how it handles general accounting functions.