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(877) 872-2228 ext. 505

Application Track

Expand your knowledge of the core application features. Learn best practices, general ledger shortcuts and reconciliation processes.

Monday Oct. 21, 2019

New User Training

Monday, Oct. 21, 10:00-10:50 AM

 

Navigate screens, run reports and improve your expertise of the system.  We will demonstrate adding organizations – (vendors and customers), processing cash disbursements, cash receipts, cash transfers, journal entries, generating general ledger detail and financial reports, and protecting your data.

Speaker: Jan Patton, Cornsilk Company

Jan Patton is the owner/founder of Cornsilk Company a Native American Woman owned company started in 1996.  Cornsilk has been providing services for numerous clients in the not for profit arena, including faith based, tribal, municipalities, international governments and social services.
consulting to her clients. Janice currently resides in the state of Oklahoma and is a tribal member of the Cherokee Nation of Oklahoma.

Little-known Features of AccuFund

Monday, Oct. 21, 11:00-11:50 AM

 

Get the inside info on some great tips, tricks and tools to make AccuFund work for you!

Speaker: Kimberly Rodriguez, AccuFund, Inc..

Kim is the Sales Manager for New Business at AccuFund. She teams with AccuFund Business Partners across the country to help government and nonprofit organizations enhance financial reporting while streamlining manual accounting activities.

When Kim is not traveling the country marketing AccuFund, you can find her at a High School Football game watching her son James play.

Credit Card Expense Tracking

Monday, Oct. 21, 1:00-1:50 PM

Learn how to create a credit card register to accurately and completely capture more data for each of your company credit cards.  Also learn how to import credit card transactions, and how to reconcile transactions with your card.

Speaker: Jonas Harrington, AccuFund, Inc.

Jonas is the Director of Customer Service at AccuFund, where he combines his experience and knowledge of accounting and software support. He continually strives to assist AccuFund's customer base as well as our value added resellers in making the most efficient and effective use of AccuFund. When he is not working he enjoys spending time with his many rescue cats and dogs. His motto is don't shop, adopt!!

Mastering the Professional Edition

Monday, Oct. 21, 2:00-2:50 PM

AccuFund Professional Edition features help organizations improve efficiency & security and streamline processes. This session will highlight:

  • Business Rules

  • Expense Control

  • Advanced Security

  • Organization Items

  • Additional Professional Features

Speaker: Michael Anthony, AccuFund, Inc.

When Michael was a sophomore in college, the warehouse where he stocked shelves implemented V1 of Great Plains on an original IBM PC – and since he had taken an ACCT 101 course, he was the logical choice to be the bookkeeper. That started Michael's long obsession with automated accounting and organizational efficiency.  He became a support technician with a fund accounting developer, moving into managing the consulting department for a large CPA firm. There, he trained clients to automate their finances and improve their processes.  He joined AccuFund in 2008 in a sales role, but now, as the Customer Success Manager, he enjoys helping clients get the most out of their AccuFund System – just as he always has.  In his spare time, Michael enjoys hiking and biking with his wife and playing with his grandchildren.

Setting up your Employee Portal Home Page

Monday, Oct. 21, 3:10-4:00 PM

 

How to use HTML to personalize your AccuFund web servers for your organization. We will show you how to add images, text, and hyperlinks back to your organizations web site. These techniques can be used for both Employee Portal or Pay Portal welcome screens. Changing the default *Terms of Use* and getting the most out of your Employee News page will also be covered. You will get templates that can be used as soon as you get back to the office.

Speaker: Ken Wedge, AccuFund, Inc.

Ken Wedge is the newest member of the AccuFund Support Team, where he'll be specializing in Time Clocks and Web Products. Prior to joining AccuFund, Ken has nearly 20 years of experience as a Director of Technology in the Education Channel and the Hotel Industry. He has a Bachelor of Science Degree in Computer Information Systems and a Master's Degree in Information Technology Management. In his spare time, Ken is an avid photographer, enjoys kayaking the rivers and streams of New England, and making Salsa, Hot Sauce, Hot Pickles, and Hot Pepper Jelly; all fresh from his garden.

Customizing Requisition Approval Levels

Monday, Oct. 21, 4:10-5:00 PM

 

This session will be focused on Requisition Approvals and how your organization’s workflow can be followed for requisition entry and approvals, including the subsequent, automated creation of purchase orders or bills. Creating approval ‘rules’ will be demonstrated.

Speaker: Pat Vaughan, Inventive Software Systems LLC

Patricia Vaughan is the president of Inventive Software Systems LLC, a professional services company located in Pennsylvania.  She has been a Certified AccuFund Reseller since 2002.  Implementations include various government entities, as well as not-for-profit organizations, managing the complete project from setup, training and continued support.  Most of her clients are located in the northeast part of the US.  Module strengths are Core, AR, Payroll, Grants, Budgets, Allocations, Rep Payee, Financial and Standard Reports.

 
 
 
 
 
 
 
Tuesday 22, 2019

New User Training

Tuesday, Oct. 22, 10:00-10:50 AM

Navigate screens, run reports and improve your expertise of the system.  We will demonstrate adding organizations – (vendors and customers), processing cash disbursements, cash receipts, cash transfers, journal entries, generating general ledger detail and financial reports, and protecting your data.

Speaker: Jan Patton, Cornsilk Company

Jan Patton is the owner/founder of Cornsilk Company a Native American Woman owned company started in 1996.  Cornsilk has been providing services for numerous clients in the not for profit arena, including faith based, tribal, municipalities, international governments and social services.consulting to her clients. Janice currently resides in the state of Oklahoma and is a tribal member of the Cherokee Nation of Oklahoma.

Year End Payroll 101

Tuesday, Oct. 22, 11:00-11:50 AM

 

This session we will be covering some of the basic payroll year end related tasks such as how to extract, modify, print, and e-file W-2 tax forms. We will look at how the layout of the windows, wizards and processes have been simplified for easier use and navigating. In addition we'll also take a look at some of the exciting new key features that have been added to the Year End module for the 2019 tax filing season!

Speaker: Dustin Starkey, AccuFund, Inc.

Dustin is a software developer who has worked for Twenty Pines Resources (AccuFund's development team) since 1999. Dustin learned programming primarily in the Clarion language but has also obtained skills in writing SQL code and stored procedures in Sybase and Microsoft SQL. With this skill set that Dustin has acquired over the past 20 years, he enjoys writing and debugging source code. When Dustin is not busy coding he enjoy's being outdoors and partaking in summer and winter activities with his family.

Requisition & Purchasing Options

Tuesday, Oct. 22, 1:00-1:50 PM

 

There are many options with Requisitions and PO's that impact how they are processed. This session will provide an overview of these options - including: Dollar Based, Separate/combined receiving, Requisition Purpose, Separate Accounting and more.

Speaker: Elisa Kearney, emk, Inc.

Elisa is the President and Owner of emk, inc.  She is an expert in financial management and a reseller for two fund accounting solutions; FundWare® and AccuFund®. emk, inc., has been a value added reseller of AccuFund® for over a decade.  Located in Western Pennsylvania, emk, inc., has been providing fund accounting solutions to an extensive client base throughout the United States, including Puerto Rico since 1993.

Dashboards, Analytics & KPI's

Tuesday, Oct. 22, 2:00-2:50 PM

 

We'll look at dashboard terms, types of dashboards, and discuss how they differ depending upon the user's role in the organization. We will use examples from AccuFund, and spend some time setting up dashboards in AccuFund.

Speaker: Ian Merkle-Scotland, AccuFund, Inc.

Ian has over 30 years of experience working in the nonprofit sector. As a CPA Ian started his career as Accountant, Controller, and CFO of various nonprofits. Eventually Ian focused on software and payroll services, helping over five hundred nonprofit and government agencies use technology to achieve their missions. Today as Vice President/General Manager of AccuFund, Ian works to get the word out about how wonderful AccuFund is! Ian often finds that he does his best nonprofit/government thinking while on a boat or at the beach.

Year End Accounts Payable 101

Tuesday, Oct. 22, 3:10-4:00 PM

 

This session we will be covering some of the basic accounts payable year end related tasks such as how to extract, modify, print, and e-file 1099-MISC tax forms. We will look at how the layout of the windows, wizards and processes have been simplified for easier use and navigating. In addition we'll also take a look at some of the exciting new key features that have been added to the Year End module for the 2019 tax filing season!

Speaker: Dustin Starkey, AccuFund, Inc.

Dustin is a software developer who has worked for Twenty Pines Resources (AccuFund's development team) since 1999. Dustin learned programming primarily in the Clarion language but has also obtained skills in writing SQL code and stored procedures in Sybase and Microsoft SQL. With this skill set that Dustin has acquired over the past 20 years, he enjoys writing and debugging source code. When Dustin is not busy coding he enjoy's being outdoors and partaking in summer and winter activities with his family.

Year End Payroll 101

Tuesday, Oct. 22, 4:10-5:00 PM

 

This session we will be covering some of the basic payroll year end related tasks such as how to extract, modify, print, and e-file W-2 tax forms. We will look at how the layout of the windows, wizards and processes have been simplified for easier use and navigating. In addition we'll also take a look at some of the exciting new key features that have been added to the Year End module for the 2019 tax filing season!

Speaker: Dustin Starkey, AccuFund, Inc.

Dustin is a software developer who has worked for Twenty Pines Resources (AccuFund's development team) since 1999. Dustin learned programming primarily in the Clarion language but has also obtained skills in writing SQL code and stored procedures in Sybase and Microsoft SQL. With this skill set that Dustin has acquired over the past 20 years, he enjoys writing and debugging source code. When Dustin is not busy coding he enjoy's being outdoors and partaking in summer and winter activities with his family.

 
 
 
 
 
 
 
Wednesday Oct. 23, 2019

Delete, Void & Cancel

Wednesday, Oct. 23, 10:00-10:50 AM

 

This session will provide a clear understanding on where you can use delete, void and cancel. What function each item provides when you can use each function and why a function may not be available after you have performed certain functions. How the general ledger is impacted based on each function.

Speaker: Becky Wittmer, BW Consulting, Inc.

Ms. Wittmer owns her own business, BW Consulting, Inc. where she consults with clients on accounting software, processes, work flow analyses, and other business needs.  She has been a certified AccuFund Partner since 2005. She has been involved with nonprofit/governmental agencies for over 22 years with extensive experience in Customer support, Business Consulting, Project Management, and implementations.

Audit Trails & Internal Controls in AccuFund

Wednesday, Oct. 23, 11:00-11:50 AM

 

This session will show you how security works for both the standard and the professional versions. Separation of duties based on organization size and needs. Audit trails to meeting your Auditor’s request. Audit of users active and much more.

Speaker: Becky Wittmer, BW Consulting, Inc.

Ms. Wittmer owns her own business, BW Consulting, Inc. where she consults with clients on accounting software, processes, work flow analyses, and other business needs.  She has been a certified AccuFund Partner since 2005. She has been involved with nonprofit/governmental agencies for over 22 years with extensive experience in Customer support, Business Consulting, Project Management, and implementations.

 
 
 
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