About SMUG West Coast Conference
Learn about all the latest Sage MIP tips and tricks at SMUG West Coast —including Budget, Payroll, Human Resources, Fundraising, Reporting basics and Advanced Reporting techniques, EWS, Internal Controls, Importing, Allocations, Procurement, Third Party Tools, Fixed Assets and Accounts Receivables. Learn how to leverage your Sage MIP system to increase productivity and improve operations.
What you will learn:
SMUG West Coast Presenters:
Erin Welch
For the past ten years Erin has worked as a consultant and auditor for not-for-profit organizations. As the consulting partner at Jacobson Jarvis she manages the software sales, service, training and consulting practice. Her experience as a member of both the consulting and audit teams allows her to have a unique insight into the connection between a not-for-profit’s financial reporting, its financial management and its ability to build donor support behind its mission. Erin is committed to helping her not-for-profit clients achieve their missions by better understanding and leveraging financial data.
Vicki Welter
Vicki joined Jacobson Jarvis in 2008 and works closely with her clients to craft a comprehensive software solution to meet their financial reporting needs. Vicki trains users of Sage MIP Fund Accounting in and out of the classroom, providing in-depth on-site team trainings as well as providing training in a classroom setting as a Sage Certified Trainer. Vicki’s previous experience includes accounting management positions, managing and training staff in accounting systems, developing and managing internal control documentation, and preparation of financial statements, financial analyses and supporting schedules of financial data for audit and tax purposes.
Char Davies
Char is a founding partner of Jacobson Jarvis. As such Char built Jacobson Jarvis’ software sales and consulting practice and developed their extensive in-house training program. Char is also a frequent presenter on the subject of software and accounting issues at local, regional and national professional seminars and conventions. Char’s previous experience includes managing the accounting function of various not-for-profit organizations.
Michael Golub
Michael Golub is the president of NP Solutions. Mr. Golub, a CPA and member of both the American Institute of Certified Public Accounts and the California Society of CPAs, has over 25 years of experience working as a nonprofit system consultant and reseller of Sage MIP Fund Accounting systems. Over the course of his career, Michael has worked with hundreds of clients designing and implementing accounting systems to meet the needs of each client. He serves on the board of directors of several organizations and has provided controller and CFO services. He believes that the proper implementation, installation, training and on-going support, are the keys to a successful software system.
Dave White
Dave White, co-founder of RMBS, is a leading software industry expert with nearly 20 years of experience supporting and developing add-on solutions for nonprofit and governmental organizations. He focuses his efforts on developing software integration and add-on solutions for Sage MIP Fund Accounting software and other Sage software products. Dave is certified in Sage MIP Fund Accounting, Abra HRMS SQL and FoxPro, Abra Payroll, Abra Workforce Connection, Abra Employee Self Service, Abra Benefit Enrollment, and Abra E-Recruiting. Dave is also MS SQL Certified and a Sage Software Integration Partner.
Melinda White
Melinda White, co-founder of RMBS, is a CPA with more than 20 years experience in nonprofit accounting and auditing, in addition to the development of administrative software for private schools. She focuses her efforts in support and training of RMBS add-on solutions and school software development that provides administrative services nationally for independent schools.
Kent Arnold
Kent Arnold, President and CEO of RBP Methods, is a CPA with an extensive background in nonprofit and governmental audit and consulting. Kent began RBP Methods with a vision to make technology understandable to the average user of that technology. He has a degree of accountancy and a degree in computer information systems. He has worked in, for, or around nonprofit and governmental organizations for nearly 30 years, developing a great depth of understanding and compassion for the missions and tasks of these special corporate entities. Kent works with fund accounting software including Sage MIP Fund Accounting™ and Accufund™.
Session Highlights:
Tips and Tricks
We’ll cover more than 100 often overlooked processing techniques and cues to make your life easier. Control key combinations to keep you hands on the keyboard; best practices to record transaction corrections; avoid creating one-time vendors just to cut a check to them; Run a balance sheet without the “tree” effect; report carry-over from prior years; run check listing with expense accounts tied to the invoices; and many more things you thought you could never do!
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Budget:
This session covers both how and where budget reports are created, as well as the various ways to enter budget information. Attendees will learn how the budget module works and why. They will gain an understanding of how to translate or convert their source budget data into logical components for budget entry and updating.
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Payroll/HR/EWS:
Do you currently use MIP Payroll or have you considered bringing payroll in-house but think it is too labor intensive? Attend this session if you want to see more about the two newest modules of MIP: Human Resource Management & Employee Web Services (Electronic Timesheets & Employee Self Service). This session will show you how to utilize the human resource potential of the module so that HR, Payroll & Accounting are fully integrated and there is only one point of entry to track all employee information. This session will also show you how to streamline your entire payroll process from beginning to end and increase tracking and communication of information to your employees and managers on a timely basis.
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Fundraising:
In today’s tough economic climate, you can no longer rely strictly on governmental sources for working capital. Fundraising is becoming more and more important and you need tools to help you organize and rate your efforts. This session will review the inner workings of Sage Fundraising 50 and an introduction to Sage Fundraising Online. For new and experienced users alike, we will take a look at constituent management, managing campaigns and solicitations, using the events module and reports and merges.
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Fundamentals in Reporting
The Fundamentals in Reporting session is for users needing a basic but comprehensive understanding of the capabilities of the robust report generator built into the Sage MIP General Ledger system. Upon completion, attendees will understand the purpose and use of the numerous reports and financial statements built into the General Ledger. They will be able to put to creative use the report writer's powerful date and data selection criteria, subtotaling, pagination, columnazation, as well as presentation options.
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Advanced Reporting
The Advanced Reporting session is for users with a solid grounding in report fundamentals who need to know how to format financial statements, create and use report groups, and how to export report data to other software programs. Upon completion, students will be able to create, copy, and customize each of the financial statements required by SFAS 117; know how and when to use account "codes" and "groups" to achieve desired results; and know what data can be exported to what types of file formats.
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Internal Controls
Co-presented by an MIP expert and a non-profit audit partner, this session will include practical, real-life examples of ways to tighten your internal controls by taking advantage of the features of Sage MIP Fund Accounting.
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Import/Export
Learn to set up journal entry imports and budget imports for Sage MIP Fund Accounting. Learn how to decode the messages and debug your definition file or import file. Gain the basics to determine if you should link outside systems to Sage MIP Fund Accounting. Appropriate for fiscal managers and technical folks who like to make their lives easier.
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Allocations
There are two ways in MIP to share transactions among funds, grants, projects, etc; Distributions and Allocations. Allocations allow you to pool costs then allocate them among a range of accounts. We will present the setup and use of the Allocations Management module and discuss various methods for allocations. You’ll learn how to create and process allocations and print the pre-allocation reports.
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Procurement
From Request to Invoice Processing, Sage MIP offers the full range of electronic processing of Requisitions, Purchase order, Encumbrance, Inventory and Receiving. Learn or improve your skills at getting the materials and services your organization needs. We’ll discuss Requisitions and how to set it up for electronic routing and approval and show you how to turn these into Purchase Orders and Encumbrances. Automating these processes will help you track what you’ve spent, committed to and are thinking of spending to ensure you stay within budget.
We will also review the Microix PO and Requisition module option. We will cover the many tools Microix offers from automatically adding tax to your requisition for locations that need it to creating a livable workflow with vacation approval alternatives and approval overrides. Back to top
Fixed Assets
Keeping track of everything your organization owns can be quite a chore. Fixed Asset accounting can be set up to record what you have, where it is and what it’s worth. Automated depreciation entries, bar code scanning and reporting will help you stay organized and make single audits simpler by providing reports by funding source for the items you’ve acquired.
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Tired of tracking grantor reimbursements on spreadsheets? Utilize Accounts Receivable and improve your cash flow. Help your managers keep track of the billings and payments. Participants will also be able to see how to use the AR Billing function to track different activities such as day care charges, student tuition and other charges, and accounting for refunds for overpayments.
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