From the category archives:

Training

NYC Sage Fund Accounting Regional Training September 13 – 15

June 18, 2011

Dates have been set for the NYC Sage Fund Accounting Regional Training.  Please join us September 13 – 15 at Learning Tree International, 1 New York Plaza, 31st Floor, New York, NY 10004.

We have three days of training and offer you the flexibility of attending all or some days of training.

Day 1 Sage Fund Accounting – September 13 (9am – 5pm)

Data Entry/Accounts Payable/Accounts Receivable/ Corrections/General Ledger Reports

This course covers the basic transaction entry process using the General Ledger, Accounts Payable and Accounts receivable modules.  Participant will learn the best method for entering data, discover how to use recurring entries, memorized transactions, reversing entries, and lastly learn how to make corrections using the original entry method.  Additionally, we will cover the setup and use of transaction and General Ledger Reports to verify data and analyze monthly details.

Day 2 Sage Fund Accounting:  September 14 (9am-5pm)

Budgets/MIP Administration & Code Maintenance/Payroll

Join us as we discuss accounting maintenance, administrative checks and security review.  Let us show you how to do budget entry and budget worksheets in the Sage MIP Fund Accounting system.  Also, we will have a dedicated session on payroll processing for MIP Payroll users and issuing payroll reports.

Day 3 Sage Fund Accounting:  September 15 (9am-4pm)

Advanced Reporting

This is a must attend session for those currently producing reports in Sage MIP Fund Accounting and those looking to take their report knowledge to the next level.  Advanced reporting will guide you through the entire process of designing various financial statements, creating custom financial statement formats, using custom columns and also applying report groups to make reporting simpler.

Register here.

Location:  Learning Tree International – MicroTek Affiliate

1 New York Plaza, 31st Floor, (corner of Whitehall Street and Water Street), New York, NY 10004

Cost:  $550/day for individual days or $1,400 for all 3 days (includes a training computer during class, handouts, light breakfast, lunch, along with coffee, tea and soda available throughout the day).

Are you on the Extended Value Plan (EVP)?  You are eligible for a 5% discount.

Register 2 attendees for 3 days, get the third attendee at half price (a $700 savings!).

We’d love to see you – register here.

 


 

JMT Regional Training for Sage MIP Fund Accounting Coming to Orlando August 16-18!

May 29, 2011

We’re holding a three day Sage MIP Fund Accounting training class in magical Orlando August 16-18, 2011.  (Register here)

If you’d like to increase your proficiency on Sage MIP Fund Accounting or have a new member of the team who never received training and is struggling or you’d just like a refresher course – join us in San Diego!

Day 1 Sage MIP Fund Accounting:  August 16 (9am-5pm)

Data Entry/Accounts Payable/Accounts Receivable/ Corrections/General Ledger Reports

This course covers the basic transaction entry process using the General Ledger, Accounts Payable and Accounts receivable modules.  Participant will learn the best method for entering data, discover how to use recurring entries, memorized transactions, reversing entries, and lastly learn how to make corrections using the original entry method.  Additionally, we will cover the setup and use of transaction and General Ledger Reports to verify data and analyze monthly details.

Day 2 Sage MIP Fund Accounting:  August 17 (9am-5pm)

Budgets/MIP Administration & Code Maintenance/Payroll

Join us as we discuss accounting maintenance, administrative checks and security review.  Let us show you how to do budget entry and budget worksheets in the Sage MIP Fund Accounting system.  Also, we will have a dedicated session on payroll processing for MIP Payroll users and issuing payroll reports.

Day 3 Sage MIP Fund Accounting:  August 18 (9am-4pm)

Advanced Reporting

This is a must attend session for those currently producing reports in Sage MIP Fund Accounting and those looking to take their report knowledge to the next level.  Advanced reporting will guide you through the entire process of designing various financial statements, creating custom financial statement formats, using custom columns and also applying report groups to make reporting simpler.

Register here.

Location:  MicroTek Orlando

2145 Metrocenter Boulevard, Suite 150, Orlando, Florida, 32835.

Cost:  $450/day for individual days or $1,200 for all 3 days (includes a training computer during class, handouts, light breakfast, lunch, along with coffee, tea and soda available throughout the day).

Are you on the Extended Value Plan (EVP)?  You are eligible for a 5% discount.

Register 2 attendees for 3 days, get the third attendee at half price (a $600 savings!).

We’d love to see you – register here.

JMT Regional Training for Sage MIP Fund Accounting Coming to San Diego!

May 26, 2011

We’re holding a three day Sage MIP Fund Accounting in beautiful San Diego August 2 – 4 at the San Diego Training and Conference Center.  (Register here)

If you’d like to increase your proficiency on Sage MIP Fund Accounting or have a new member of the team who never received training and is struggling or you’d just like a refresher course – join us in San Diego!

Day 1 Sage MIP Fund Accounting:  August 2 (9am-5pm)

Data Entry/Accounts Payable/Accounts Receivable/ Corrections/General Ledger Reports

This course covers the basic transaction entry process using the General Ledger, Accounts Payable and Accounts receivable modules.  Participant will learn the best method for entering data, discover how to use recurring entries, memorized transactions, reversing entries, and lastly learn how to make corrections using the original entry method.  Additionally, we will cover the setup and use of transaction and General Ledger Reports to verify data and analyze monthly details.

Day 2 Sage MIP Fund Accounting:  August 3 (9am-5pm)

Budgets/MIP Administration & Code Maintenance/Payroll

Join us as we discuss accounting maintenance, administrative checks and security review.  Let us show you how to do budget entry and budget worksheets in the Sage MIP Fund Accounting system.  Also, we will have a dedicated session on payroll processing for MIP Payroll users and issuing payroll reports.

Day 3 Sage MIP Fund Accounting:  August 4 (9am-4pm)

Advanced Reporting

This is a must attend session for those currently producing reports in Sage MIP Fund Accounting and those looking to take their report knowledge to the next level.  Advanced reporting will guide you through the entire process of designing various financial statements, creating custom financial statement formats, using custom columns and also applying report groups to make reporting simpler.

Register here.

Location:  San Diego Training and Conference Center – 350 10th Avenue, Suite 950, San Diego, CA 92101.

Cost:  $450/day for individual days or $1,200 for all 3 days (includes a training computer during class, handouts, light breakfast, lunch, along with coffee, tea and soda available throughout the day).

Are you on the Extended Value Plan (EVP)?  You are eligible for a 5% discount.

Register 2 attendees for 3 days, get the third attendee at half price (a $600 savings!).

We’d love to see you – register here.  Or contact Lyndsey Murphy 888-368-2463  at JMT Consulting Group info@jmtconsulting.com

Sage MIP Fund Accounting Regional Training in San Antonio!

February 17, 2011

We are super excited about heading to San Antonio, Texas to conduct a 3 day regional training class.  It will be held March 28 -30 at the San Antonio Multimedia Center.

We anticipate a sellout of this event because of limited seating – so please, if you’d like to attend, register quickly.

This training is for nonprofits using Sage MIP Fund Accounting and will cover the following:

  • Day 1 will focus on Data Entry, Accounts Payable, Accounts Receivable, Corrections, and General Ledger Reports.
  • Day 2 will focus on Budgets, MIP Administration & Code Maintenance, and Payroll.
  • Day 3 will focus exclusively on Advanced Reporting.

It will be a great opportunity to see our Texas clients.  We hope to see you there!

Why It Might Be a Good Idea to Revisit Training for Your Nonprofit

February 2, 2011

If the last time you and your team took advantage of training for your nonprofit accounting system, you may want to think about budgeting and scheduling some follow up training.  If you’ve experience staff turnover or changes in responsibilities, a refresher course would be beneficial.  If several years have gone by, updates in the solution have brought new features and functionality that perhaps you haven’t fully utilized.  Here are four good reasons why training would be productive for your nonprofit organization.

Staff Turnover

If your organization has had turnover, chances are the new users of the system haven’t been adequately trained.  Their comfort on the system may be limited to only a few of the many features of the system.  By receiving professional training, these team members will see increased proficiency on the system, greater confidence, and enhanced productivity – all of which lead to better employee morale.

In some cases, organizations have had employees leave and due to tight budgets have not replaced the headcount.  Additional responsibilities have been picked up by remaining staff members who have not been trained on this particular aspect of the system.  Reduce the stress of the increased workload by permitting these employees to get properly trained.

Changes in the product

Each year significant enhancements are made to your nonprofit accounting system.  Each upgrade brings with it new features and functionality.  Ongoing training is a great way to educate your system users and allow them to leverage these upgrades by putting them to use for your organization.  If you’ve had your system for several years, because of the periodic updates, you’ll want to make sure you understand the new features and enjoy the benefits they can bring your department and organization.

Better Productivity

Proficiency leads to greater productivity.  Providing opportunities for training to your staff will improve their skill set with the system.  They will learn how to improve their daily, weekly, monthly regimen of duties performed on the system.  In addition, and maybe more importantly, they will learn new ways to use the system resulting in better reporting, quicker turnaround on projects and the ability to better serve their internal customers.  Greater proficiently leads to greater confidence and more fulfillment in the job.  Greater morale means a more energized work environment.

Face time with consultant

It’s always good to have an opportunity to pick the brain of someone who is familiar with the system and more importantly has real life experience with how other nonprofits are using the system to better equip with organization with critical, timely data.  Participating in training allows you and your team to interact with consultants who are system experts.  It’s a chance to problem solve, get answers to lingering questions and learn new best practices.

Given the considerable investment in your system, don’t scrimp on training.  It prevents you from realizing all of the benefits (saving your organization time and money) of your fund accounting system.  Feeling less than proficient on a system and how it works leads to manual workarounds, inefficiency and frustration.  By strengthening your team through better mastery of your systems, you put your nonprofit in a better position to fulfill your mission.

We have a number of training options designed to help you.  Give us a holler.

Why It Might Be a Good Idea to Revisit Training for Your Nonprofit

January 18, 2011

If the last time you and your team took advantage of training for your nonprofit accounting system, you may want to think about budgeting and scheduling some follow up training.  If you’ve experience staff turnover or changes in responsibilities, a refresher course would be beneficial.  If several years have gone by, updates in the solution have brought new features and functionality that perhaps you haven’t fully utilized.  Here are four good reasons why training would be productive for your nonprofit organization.

Staff Turnover

If your organization has had turnover, chances are the new users of the system haven’t been adequately trained.  Their comfort on the system may be limited to only a few of the many features of the system.  By receiving professional training, these team members will see increased proficiency on the system, greater confidence, and enhanced productivity – all of which lead to better employee morale.

In some cases, organizations have had employees leave and due to tight budgets have not replaced the headcount.  Additional responsibilities have been picked up by remaining staff members who have not been trained on this particular aspect of the system.  Reduce the stress of the increased workload by permitting these employees to get properly trained.

Changes in the product

Each year significant enhancements are made to your nonprofit accounting system.  Each upgrade brings with it new features and functionality.  Ongoing training is a great way to educate your system users and allow them to leverage these upgrades by putting them to use for your organization.  If you’ve had your system for several years, because of the periodic updates, you’ll want to make sure you understand the new features and enjoy the benefits they can bring your department and organization.

Better Productivity

Proficiency leads to greater productivity.  Providing opportunities for training to your staff will improve their skill set with the system.  They will learn how to improve their daily, weekly, monthly regimen of duties performed on the system.  In addition, and maybe more importantly, they will learn new ways to use the system resulting in better reporting, quicker turnaround on projects and the ability to better serve their internal customers.  Greater proficiently leads to greater confidence and more fulfillment in the job.  Greater morale means a more energized work environment.

Face time with consultant

It’s always good to have an opportunity to pick the brain of someone who is familiar with the system and more importantly has real life experience with how other nonprofits are using the system to better equip with organization with critical, timely data.  Participating in training allows you and your team to interact with consultants who are system experts.  It’s a chance to problem solve, get answers to lingering questions and learn new best practices.

Given the considerable investment in your system, don’t scrimp on training.  It prevents you from realizing all of the benefits (saving your organization time and money) of your fund accounting system.  Feeling less than proficient on a system and how it works leads to manual workarounds, inefficiency and frustration.  By strengthening your team through better mastery of your systems, you put your nonprofit in a better position to fulfill your mission.

We have a number of training options designed to help you.  Give us a holler.

Sage MIP Fund Accounting Regional Training – St. Louis

January 13, 2011

Great product. Great city. Great nonprofits!

We’re hosting a 3 -day Sage MIP Fund Accounting Training event in St. Louis.

Day 1 will focus on Data Entry, Accounts Payable, Accounts Receivable, Corrections, and General Ledger Reports.

Day 2 will focus on Budgets, MIP Administration & Code Maintenance, and Payroll.

Day 3 will focus exclusively on Advanced Reporting.

We hope you’ll join us. Pricing and registration here.

Getting the Most Value from your Sage MIP Fund Accounting system through EVPs

November 10, 2010

Maybe you are new to your Sage MIP Fund Accounting system and you’d like a little extra help becoming proficient.  Or maybe you implemented Sage MIP Fund Accounting a few years ago, but there’s been turnover among the staff members using the system.  Is there a cost effective way to keep up to speed on the software?

You’re absolutely right in recognizing the importance of a well-trained staff.  So we created the JMT Extended Value Plans (EVP) just for nonprofits like you.  The JMT EVPs are superior training and support plans for those using Sage MIP Fund Accounting.  We offer three levels of plans to best fit the needs of your nonprofit.

Here’s some of what you would get in the Gold Level:

  • Unlimited Monthly Web Training – This is perfect for new hires and those looking to refresh their skills.  These training opportunities are unlimited in that everyone in your organization using the software can access them and can be repeated throughout the 12 months of service.
  • Annual Systems Review – We’ll do a remote “check up” on your internal systems.  This review is designed to look for ways to improve your internal efficiency and optimize your use of the system.
  • Unlimited Support Services with Guaranteed Response – designed for quick question and answer via phone and email.  The Response time varies on which EVP Level you chose, you can read more about that here.
  • $200 JMT Funds Coupon – Money that can be used on JMT consulting services or additional software purchases including modules and additional software licenses (can be combined with the anytime discount).
  • Anytime Software and Services Discount – a 5% discount on new modules, additional license purchases and now includes a 5% discount on JMT services.  There is no limit and this can be combined with other discounts offered throughout the year or with JMT Funds Coupon.

You can review the various plan levels and an FAQ document here.  Or you can contact your JMT customer account manager for more information at cam@jmtconsulting.com or at 1-888-368-2463