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MIP Fund Accounting Track 1

Session 1

Extra Extra!: What’s the Latest Sage MIP Fund Accounting (INT)
Join us for an overview of all the modules available followed by a review of the changes in MIP Fund Accounting version 9. This session will cover the specific changes and how to implement them within your organizations. Primary changes are in screen icons, the maintenance tables, memorized transactions, and the Payroll module. Find out also what’s coming with Sage MIP Fund Accounting version 10 and a possible sneak peak!

Session 2

MIP’s Report Writer: Customizing the GL Detail and Trial Balance Reports (INT)
Understand your reports – An overview of MIP’s report writer and basic analysis reports – the general ledger and trial balance reports. Use of content, filter, and option tabs to customize reports for your needs. A guide on setting up reports for management review, audit preparation, and accounting controls.

Session 3

Big Picture Budget Reporting: Using Financial Statements (INT)
A demonstration of budget reporting within Financial Statements. When and how to use multiple budget versions, how to create multi-year budget comparisons and utilizing segments other than the GL in your rows. We’ll create custom columns for rolling dates and set up calculations that can reflect the budget version differences.

Session 4
Best Bet MIP Client Solutions (INT)
We’ve culled the best solutions from your submittals. Meet clients who have customized MIP and set up processes to improve efficiency. They will review their process; the functionality added and end results. Learn our top clients’ secret to success starting with their research and needs down to their implementation in MIP.

Session 5
Don’t Double Down on Accounts Payable: Tips and Tricks GL Setup (INT)
Speed up data entry and reduce errors. Learn how to set preferences for the way you work and set automatic defaults for entry. We cover when you should use import, distribute, or memorize for data entry. A special look at making reversing and correcting entries within AP. In AP Analysis Reports, we delve into the Vendor Activity report – creating a check report that shows the underlying expense classifications. The new 1099 functionality will also be demonstrated."

Session 6

Sage MIP Fund Accounting Users Round Table Discussion & Networking
Meet your counterparts and stymie the consultants. A group session where you share a table with counterparts in your industry. Discussion topics for each table will be prepared in advance. This is primarily a session to interact and build relationships with other nonprofit organizations In addition, all consultants will attend and will be ready for your most difficult issues. We’d like to build a top 5 request list for features and/or processes, so bring them with you!

Session 7

Labor of Love: Importing from Excel (INT/ADV)
Covering the basics of AP, AR and JE importing. Update your master files, import transactions, and perform mass edits/reversals. This session will review imports using segment codes and imports using distributions (useful for payroll). Learn the MIP tools and gain the ability to customize the DEF file to meet your data structure.

Session 8
Our Secret To Success: User-Defined Fields (INT)
Learn how to create a master item, document and transaction user defined fields. This session reviews the basic functionality behind creating and defining custom data fields, extending master item information (vendors, customers and segments), managing and budgeting using performance metrics, and customizing reports with this data.

Session Level Key - (ADV) Advanced, (INT) Intermediate, (ADV/INT) Advanced/Intermediate, (BAS/INT) Basic/Intermediate

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MIP Fund Accounting Track 2

Session 1

Building Fort Knox: Accounting Controls in MIP (ADV)
This session will cover all features within the MIP Administration module with emphasis on designing and applying user security including the advanced security module. Design and document your user and data security procedures. Learn the log tables and cover items to watch for in terms of user edits and changes. In data controls, learn the use of account code combinations and budget controls.

Session 2
You’re Fired: Financial Statement Formats (INT/ADV)
Fire the spreadsheets and let MIP Fund Accounting do the work for you. Learn how to build custom formats used throughout advanced financial reports. The default formats in the SSA database will be the starting point. We’ll cover adding categories, setting them up for substitution, and how to total the sections. Build grant reports with language and GL rollups that match their particular needs.

Session 3

Start Packing: Migration Strategies (ADV)
The underlying databases in MIP are moving to SQL Server Express (replaces MSDE) and SQL2005 (replaces SQL2000). We’ll cover the recommended migration strategies and point out the danger areas. A review of the additional functionality in the databases, especially in regards to the new size limitations and backup methods.

Session 4
It’s Payday!: Using MIP’s Payroll Module (INT/ADV)
Get updated on the new Payroll module. MIP has added code calculations, tax reports, and updated report outputs. An overview of payroll processing with new enhancements covered in detail. Change employee IDs and utilize more user-defined fields to customize the human resource data within MIP.

Session 5
What’s In Your Future: Financial Projections (ADV)
Where are you going? Move from historical accounting to financial reporting. Build cash and revenue reports that model future trends based on your history. Update them as new data becomes available. Use multiple budget versions and attachments to model and save projections. We examine the built in reports that MIP has available, as well as the ability to create custom reports using calculating columns.

Session 6

One-On-One Meeting with a JMT Executive
The one-on-one meeting with a JMT executive during session 6 must be booked in advance with this session registration. This meeting is an opportunity to discuss the product, working with JMT or anything else of your choice.

Session 7

Advanced Financial Reporting: Statement of Activities (INT/ADV)
Join us as we review the Statement of Activity report. Starting from design of the statement format with multiple levels, we will guide you through to the final output. You can match your auditor’s layout! In addition, we’ll cover using budget and variance columns to build a report that compares and shows each program in their own column.

Session 8
The Check Is In The Mail: Accounts Receivable Billing (INT/ADV)
An in depth presentation on processing with MIP’s AR Billing module. A best practices review for setting up charge codes, billing groups, and distribution codes. We’ll look at the invoice and customer statement outputs available, including the new options in version 9.

Session Level Key - (ADV) Advanced, (INT) Intermediate, (ADV/INT) Advanced/Intermediate, (BAS/INT) Basic/Intermediate

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Fundraising 50 Track 1

Session 1
Your Dirty Data Secret: Optimum Clean Data Entry (INT)
Overwhelmed with disorganized data? Learn how to clean your data for ultimate data mining. This session will teach best practices on entering new constituent files, how often to run your duplicate records report and merging/purging constituents. Plus, find out how to clean table values to ensure that you don’t create orphan data.

Session 2
Picture Perfect Reporting: Standard to Custom Reports (INT)
Participants in this session will learn the “Four Steps to the Perfect Report” which will guide you through the report process from start to finish. Learn how to use critical thinking skills to ask the right questions to create accurate standard and custom reports that you can count on!

Session 3
Time is Money: Quick Tricks and Tips (INT)
Learn tips and tricks to easily maneuver through the system efficiently saving you valuable time. Attendees in this session will also learn the new features Sage Fundraising 50 version 8.

Session 4

Fiscally Fit: System Financials (INT)
Ready for a fiscal workout? Learn clean table maintenance for your financials including inactivating previous years and proper usage of solicitations and purposes and funds. Let's not forget writing off pledges and updating those membership levels. Now is the time to clean up that system!"

Session 5
Accepting Online Donations: Getting it Right (INT)
It’s no secret that online giving is growing exponentially and making donating simple for the donors, but is your organization truly benefiting from this simplicity yet? Let us show the how to build an effective and efficient on line donation process to take advantage of one of the most prominent means of communication.

Session 6

Ready, Set, Event: Managing Your Events (INT)
Planning a multi-day activity, gala or golf outing? Get prepared and organized before that big day arrives. Let’s get it set up in events and never forget even the tiniest of details! From venue to registrations we’ll show you how, down to who cannot eat the surprise chow.

Session 7

Sage Fundraising 50 Users Round Table Discussion& Networking

Let’s combine our talents and knowledge in an exclusive Fundraising 50 forum! Join your peers to learn more about what others are doing, best system practices and ideas to help you get the most out of your system.

Session 8

It’s About Who You Know…Or Is It?: Attributes, Resumes and Relations (INT)
The more you know about your donor the more the money grows. Cultivate your donors using Attributes, Resumes and Relations. Tracking their employment (Resume), for those matching gifts, and who is their brother (Relations) might lead you to the wealthy, blue eyed wealthy major donor (attributes) mother (relations) and her golf circle of friends (Relations).

Session Level Key - (ADV) Advanced, (INT) Intermediate, (ADV/INT) Advanced/Intermediate, (BAS/INT) Basic/Intermediate

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Fundraising 50 Track 2

Session 1

System Set-up Part 1 - Customization and Best Practices for Fundraising 50 (ADV)
Join us for this engaging session where we will discuss the details of setting up your system to accurately to make the best use of the database structure and standard reports. Beginners and experts alike will learn something new about effective system design and best practices.

Session 2

The Ace Up Your Sleeve: Importing Wizard (INT/ADV)
Entering data one by one or not sure you are using the importing wizard correctly? Let us provide you with the right tools to build up your database with the Fundraising 50 Importing Wizard. From mapping data to the proper fields, learn how to validate and import in those needed files. The wizard is the ace up your sleeve for a full house!

Session 3

System Setup Part 2: Database Clean Up and Customization Strategies (ADV)
Having a clean and systematic database is the key to keeping track of constituents and raising more money. Join us for an in-depth look at typical database problems and the easy fixes that you can do on your own. Get your database and your development efforts back on track! (Pre-Req: System Set-up Part 1)

Session 4

Ready To Tie the Knot?: General Ledger Integration (INT/ADV)
Want to marry your accounting and fundraising systems? This session will show you how to map, segment and send your gifts/pledges/payments cleanly over to your GL accounting software such as Sage MIP Fund Accounting or QuickBooks. Take notes for the accounting department…this session is a time saver for everyone!

Session 5
Advanced Reports Part 1: Defined Fields (INT/ADV)
Defined fields are the tools in Sage Fundraising 50 that allow you to complete detailed queries and reports for every aspect of your database. Participants will learn how to make the best use of defined fields using standard and custom reports

Session 6
Advanced Reports Part 2: Using Microsoft Excel (ADV)
The standard and custom reports in Sage Fundraising 50 provide the data while inspiring report formats are available in Microsoft Excel. Join this session to learn the ins and outs of reports in Excel and how to make the most of them with the data sets from your fundraising system.

Session 7

One-On-One Meeting with a JMT Executive
The one-on-one meeting with a JMT executive during session 7 must be booked in advance with this session registration. This meeting is an opportunity to discuss the product, working with JMT or anything else of your choice.

Session 8

Dynamic and Effective Grants Management (INT/ADV)
From grants novice to authority, this session is designed to help you understand the grant application process in Sage Fundraising 50 from start to finish. We will look at tracking a grant from the early interest stages all the way through to funding, while creating detailed reports along the way!

Session Level Key - (ADV) Advanced, (INT) Intermediate, (ADV/INT) Advanced/Intermediate, (BAS/INT) Basic/Intermediate

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Fundraising 100 Track

Session 1

Hot Off The Press: What's New in Version 7.0?/Volunteer Module (INT)

This session reviews the changes in Sage Fundraising 100 Version 7.0 and how to implement these changes within your organization. Specific attention will be given to the new volunteer module.

Session 2

Get To The Bottom Of It: Advanced Grouping Techniques (ADV)

Learn how to segment your database and to slice and dice the data - tips for advanced grouping. Use criteria snippets to save time and learn how to create group templates that you can use with canned or adhoc reports. Also, learn how to use the external functions.

Session 3
Creating Reports With the Information You Want: Advanced Adhocs (ADV)

In this session we will show you how to creating more complex reports. See how you can use criteria snippets to save time, creating report templates that can be used with groups, customizing your reports.

Session 4
Full House: Keep All the Your Information in One Place with Custom Fields (ADV/INT)

Ever wanted to add other information into your FR100 system so that all of your data can be saved and reported on from one place? JMT will provide examples of how the custom fields module can be used and how this can be integrated into your current FR100 database.

Session 5
Dear Donor: Solicitation Manager – Managing Direct Mail Your Way (ADV)

Using a direct mail service? Learn how the Solicitation Manager module can benefit your organization. Take control over which constituents are mailed to. Use Response Codes rather than combining campaigns, appeals, sub-appeals and package codes. Solicit your constituent once and only once, by using this great tool!

Session 6

Fundraising 100 Client Forum

Let’s combine our talents and knowledge in an Exclusive FR100 user led forum. This is a unique opportunity to share your “how to” solutions and to learn how other organizations work with and use the database.

Session 7
Clean Sweep: Importing Information (ADV)

See an overview of the import process, starting with bringing in data from Excel spreadsheets or csv files. See how to clean the file and get it ready for import and how to set up the import description.

Session 8
Your Personal Assistant: Use the Job Queue to Schedule Tasks and Reports (ADV)

Learn how to use the Job Queue Module and a job server to set up scheduling of exports, reports, receipt runs etc. Use the offline capability to run complex reports during the day and free up your computer for other work or schedule items to run in off-hours when printers aren’t busy.

Session Level Key - (ADV) Advanced, (INT) Intermediate, (ADV/INT) Advanced/Intermediate, (BAS/INT) Basic/Intermediate

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FundWare Track

Session 1

What's New in Version 8's General Ledger

An overview of technology, web services, navigation, segment structure and Project/Jobs.

Session 2
What's New in Version 8's Payables

Bill entry and check writing.

Session 3
What's New in Version 8's Purchasing

Requisition entry and approval, enter and generate and print a Purchase Order.

Session 4
What's New in Version 8's Accounts Receivables

Customer maintenance, invoice creation, recurring invoices and customer payments.

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Training/ Computer Lab

The training/computer lab includes computer workstations and instructors for individual hands-on training. This is a unique opportunity to have your specific questions answered on the MIP Fund Accounting, Sage Fundraising 50, Sage Fundraising 100 and Kintera FundWare software systems. You can also try out new tricks learned in the classes you attend. The computer lab is open to all INNOVATE 2008 attendees and included with your registration fee.

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