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©2018-19 by AccuFund

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(877) 872-2228 ext. 505

Schedule

Monday, October 21

Preliminary schedule, time slots subject to change based on personnel availability.

7:00 - 8:45 AM

Conference Registration & Check-In

9:00 - 9:45 AM

Introduction & Keynote

10:00 - 10:50 AM

New User Training

Foundations & Endowments

Business Rules

11:00 - 11:50 AM

Little-known Features of AccuFund

The Budget Development Module

Introduction to Calculations

12:00 - 1:00 PM

Lunch Provided

1:00 - 1:50 PM

Credit Card Expense Tracking

The Client Accounting Module

Emerging Trends in Data

2:00 - 2:50 PM

Mastering the Professional Edition

FASB Reporting

Databases 101

2:50 - 3:10 PM

Break

3:10 - 4:00 PM

Setting Up Your Employee Portal Homepage

The Work Orders Component

Find the right solution: Cloud vs. On-premise

4:10 - 5:00 PM

Customizing Requisition Approval Levels

Best Practices: Representative Payee

Queries in Columnar Reports

6:00 - 9:00 PM

Reception, Dinner & Dancing

 
Tuesday, October 22

Preliminary schedule, time slots subject to change based on personnel availability.

9:00 - 9:50 AM

10:00 - 10:50 AM

11:00 - 11:50 AM

12:00 - 1:00 PM

1:00 - 1:50 PM

2:50 - 3:10 PM

3:10 - 4:00 PM

4:10 - 5:00

Group Meeting

New User Training

990's in AccuFund

Custom Apps Using AccuFund API's

Year End Payroll 101

Lunch Provided

Workforce Management with AccuFund

Comprehensive Conflict Management within IT

Break

Year End

Accounts Payable 101

Power Payroll Using Human Resource Items

Year End Payroll 101

Get the Most Out of Employee Portal Access

Integration with Third Party Products

 

Web Hooks

Program Management

Requisitions & Purchase Options

Dashboards, Analytics & KPI's

Automations & Allocations: Not Just for Indirect!

Representative Payee & Debit Cards

2:00 - 2:50 PM

CAFR and AccuFund

Wednesday, October 23

Preliminary schedule, time slots subject to change based on personnel availability.

9:00 - 9:50 AM

10:00 - 10:50 AM

11:00 - 11:50 AM

Group Meeting

Delete, Void & Cancel

SalesForce & CRM Integration

EFT & Positive Pay

Audit Trails & Internal Controls

Grant Management

Security 101

Conference Ends! Thank you!

 
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