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Specialty Track

Get to know the additional components available for AccuFund 

Monday Oct. 21, 2019

Foundations & Endowments

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

 

Endowments and Donor Advised Funds are growing areas in establishing nonprofit sustainabilty. AccuFund as recently added new capabilities to better serve oranizations that want to setup an endowment, or have an existing one. We'll look at the AccuFund Endowment System, and also look at how Salesforce can be used for getting donations, and keeping track of pledges.

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.

The Budget Development Module

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

After attending the Budgeting session, users will understand how to enter and maintain budgets in AccuFund.  We will consider processing manual entries and importing entries, and we will walk through a detailed overview of the Budget Development Module.  Designed to eliminate processing manual entries and to minimize the use of spreadsheets, the Budget Development Module offers several benefits: it allows the budget process to be decentralized, it supports creating multiple revisions, budgets based on a fiscal year as well as custom date ranges (for grants or projects) can be created, various distribution methods (Annual, Even, Historical, etc.) are supported, and – through using budget expressions and calculations – more complex Budgets can be developed.  Join us as we explore Budgeting In AccuFund!

Speaker: Beth Muse, BlumShapiro Consulting Group

As a Senior Consultant in BlumShapiro’s Consulting Group, Beth provides data conversion, implementation, training, and ongoing support services for the firm’s AccuFund clients.  These clients include various Health and Human Service Organizations and Municipalities located primarily in Massachusetts, and New Hampshire.  With more than 25 years of experience in the nonprofit industry, including five years as a Chief Financial Officer of a Massachusetts health and human service organization, Beth has direct experience in many accounting and finance functions.  Trained as a Total Quality Management (TQM) In-house Trainer, Beth brings her focus on continuous improvement – implementing process improvements and realizing significant cost savings – to her AccuFund clients.

The Client Accounting Module

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

 

Learn about Client Accounting, including client items, views and queries. This session will include the configuration settings required, where client items can be used throughout the system and how to get the most out of this important module. Setting up a new client item, view and query 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.

FASB Reporting

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

We will simplify how to implement the new FASB Reporting and Accounting Standards for Nonprofit Organizations.  We will review what you need to know about changes to Net Assets Classes, New Liquidity Disclosure, Investment Return, Reporting of Expenses, Statement of Cash Flows and other changes to Reporting and Accounting Standards.  We will review governance and management checklist to insure you properly implement the new FASB reporting throughout the organization.  We will review various best practice examples, so you can determine how to best implement the new FASB reporting and accounting standards for your organization.

Speaker: Jim Simpson, Financial Technologies & Management

Jim Simpson serves as Nonprofit Financial Leader/Trainer, CFO, Controller, Forensic and Software Expert for numerous organizations.   He has served as President of Financial Technologies & Management (WWW.FTMLLC.COM) since 1999.

Work Orders

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

 

Discover how the Work Orders module can benefit your organization's property and utility locations, infrastructure, and fixed asset management programs. You will learn how to set up and use the work order system, and how to extend the system to end-users in the field by using the mobile Work Orders app and Employee Portal access

Speaker: Jeff Feamster, Mountaineer Computer Systems, Inc.

Jeff has extensive experience designing the General Ledger account structure, payroll/HR design and implementation as well as setting up many of the other modules AccuFund provides. His company, Mountaineer Computer Systems, Inc. was founded in 1987 and their focus is 100% devoted to the Government and Nonprofit market. Since 2000, Mountaineer has devoted resources entirely to selling, installing and supporting the AccuFund Suite.

Best Practices: Representative Payee

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

Learn tips & tricks for using the AccuFund Representative  Payee System to its fullest.  Topics include Bank Accounts,  Repeat AP Bills & AP processing, SSA Receipts, Reporting & more.

Speaker: Don Erickson, NFP Solutions

Mr. Erickson is the founder of NFP Solutions, a consulting firm based in Canal Winchester, Ohio. Don is a former “Big 6” information systems consultant from Coopers & Lybrand.  NFP Solutions has provided financial system consulting and software solutions to the nonprofit sector since 1988.  NFP Solutions is a Charter member of the AccuFund Value Added Reseller network of AccuFund software applications, providing implementation assistance, software support and training.

 
 
 
 
 
 
 
Tuesday Oct. 22, 2019

990's in AccuFund

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

This session, supplemented by a power point and handouts, is designed to teach the attendees how to quickly, and easily produce 990 and 990EZ worksheets used in completing the required IRS 990 and 990EZ reports, uses classifications. The classifications facilitate the reporting by reflecting the line numbers that correlate to the IRS Form 990 or 990EZ. A review of creating Classifications is included. The session includes a review of the design and setup of the 990 and 990EZ worksheets. Each attendee will receive a thumb drive with the set of classifications and the reports ready to import into AccuFund. All the users will need to do is to verify the formulas in the classifications to pick the proper accounts. The session will cover, from start to finish, how the 990 reporting is setup and how to run the reports.

Speaker: Armond Schroeder, Schroeder Consulting Service

Armond Schroeder is a reseller of AccuFund software. He was educated at MIT and Tulane University. He currently lives in Alaska, where he operates his software consulting and support business. In addition to being the teaching head of the Computer Information Systems department at the University of Alaska from 1972 through 1979, Armond has been supplying and supporting software and IT infrastructure for over 30 years.

Program Management

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

 

In this session, we will look at the new Program Management Module. We will explore its uses in both the nonprofit and government environments, and look at how it can be used in conjunction with other modules to provide better data for dashboards and analysis.

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.

Workforce Management with AccuFund

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

 

AccuFund has many tools for managing an organization's payroll. In this session, we'll look at the entire payroll suite including the Employee Portal, all the time entry methods (web, soft-clock and time-clock), Payroll Tax Management, Leave Requests, and more!

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.

Representative Payee & Debit Cards

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

Providing spending money to your clients can be troublesome. ​ Some don't have a checking account to deposit a check. ​ Cash is not good.  Providing Debit Cards to your clients just might be the solution. ​ Find out how to get your clients up-and-running with Debit Cards and Debit Card Network. ​ Your clients don't need a checking account, they are safe, secure, and accepted just about anywhere.

Speaker: Don Erickson, NFP Solutions

Mr. Erickson is the founder of NFP Solutions, a consulting firm based in Canal Winchester, Ohio. Don is a former “Big 6” information systems consultant from Coopers & Lybrand.  NFP Solutions has provided financial system consulting and software solutions to the nonprofit sector since 1988.  NFP Solutions is a Charter member of the AccuFund Value Added Reseller network of AccuFund software applications, providing implementation assistance, software support and training.

CAFR & AccuFund

Tuesday, Oct. 22, 3:10-4:00 PM

From Accufund to published reports, what are the best practices? Join us in this session to discuss multiple options for automating reports as well as insights on upcoming GASB pronouncements and the impact of those pronouncements on your annual reporting processes.

Speaker: Anita Michelsen, CPA, TSCPA, Gray CPA

Anita is a Certified Public Accountant, a member of the AICPA, the Texas Society of CPAs (TSCPA) and the Government Finance Officers Association (GFOA).  Anita’s has experience in both Public Accounting as well as the Corporate Sector, and is currently a Principal with Gray CPA Consulting, P.C. Gray CPA Consulting provides consulting and accounting services to the public sector and is the premier U. S. based provider of CaseWare software training and support to government, industry and CPA firms. Outside of work, Anita loves spending time with her family which includes her husband, three children, and three dogs. She is an avid reader and enjoys traveling with her book/wine club as often as possible.

Get the Most out of Employee Portal Access

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

Going paperless is a worthy goal for any organization. ​ It can save you time, money, reduces errors ​and makes for more informed decisions.  This session will show how you can "​push"​ inquiry and data entry out to your staff by offering them Reporting, Dashboards, Requisitions,​ and Work Orders right in a web browser.

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.

 
 
 
 
 
 
 
Wednesday Oct. 23, 2019

Grant Management

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

The Grant Management session will cover the design and use of the AccuFund Grants Management module. Using a case study as an example, the goal of this session is to provide the attendees with an overview of the module, showing its capacity for customization to meet the unique needs of a variety of users. The session will include a review of the features of importance to grants administrators in an organization including: 1. Grant Folders including predefined, user defined, and historical activity. 2. Information Types and Demographics 3. Grant Items with Variables and Calculations 4. Drillable Grant Views 5. Grant Queries 6. Grant Budgets 7. Grant Financial Reporting including multiple columns of data such as actual, fiscal budget, grant budget, encumbrance, with a choice of fiscal period or grant period. 8. Attaching scanned documents and images to Grants The Session will emphasize that the AccuFund Grants Management module gives the user one place for all grant information; not just financial data, but other important information such as grant dates, tasks, sources, scanned documents, and other information tailored to your organization’s needs.

Speaker: Armond Schroeder, Schroeder Consulting Service

Armond Schroeder is a reseller of AccuFund software. He was educated at MIT and Tulane University. He currently lives in Alaska, where he operates his software consulting and support business. In addition to being the teaching head of the Computer Information Systems department at the University of Alaska from 1972 through 1979, Armond has been supplying and supporting software and IT infrastructure for over 30 years.

 
 
 

SalesForce & CRM Integration

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

Discover ways Salesforce can be leveraged to manage your organization's donor management needs, business processes, online data collection needs, and how to integrate the industry leading CRM solution with AccuFund to automate data entry processes between your donor management and fund accounting solutions.

Speaker: Sarah Burt, AccuFund, Inc.

Sarah has worked for AccuFund for 8 years as AccuFund's CRM Product Manager and is based in Austin, Texas. Sarah works exclusively with nonprofit organizations to optimize and implement Salesforce for a CRM donor management solution and has several Salesforce.com Administrative and Consulting credentials.

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