2018 Conference Schedule

Wednesday, December 05, 2018

Morning Sessions

Reporting for Grant-Funded Organizations in Sage Intacct

Date: 12/05/2018 8:15-11:45 a.m.
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Information Technology
Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
Finance Staff
HS/EHS Director/Manager
HS/EHS Program Staff
IT Director/Manager
Program Director/Manager
Tracks: Finance, Accounting, and Tax Track; Technology Track
Type: Full
Level: Basic
Prerequisites: None
CPE Credits: 3.5
Brian Dietz
Rebecca Hurst
Senior Consultant
Learning Objectives:
1. Explore Sage Intacct reporting and dashboard capabilities.
2. Work with standard Sage Intacct dashboards, reports, lists, and registers.
3. Create reports using financial, statistical, and budget amounts.
4. Create reports using user-defined books.
5. Create and manage performance cards and dashboards.
Session Description:
If you are interested in learning why so many nonprofits are switching to Sage Intacct to help them track and measure outcomes, this is your session. You will learn how Intacct provides greater efficiency and managerial visibility so that nonprofits can drive down costs while fully pursing their organization's mission. You will also learn basic Sage Intacct dashboard and reporting capabilities.