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November 12, 2019
Lansing Center, Lansing MI

AGENDA

TimeConcurrent Sessions
8:30 amWelcome
Keynote Speaker: John Garrett 
What is Your “And”?
Shatter the stereotype. No matter where you are in your career, it’s important to differentiate yourself to achieve your goals. The future professional doesn’t define expertise simply in college degrees and certifications. You have passions outside of work that enhance their ability to develop stronger levels of trust with colleagues and clients. Through hilarious stories and extensive research, this keynote encourages everyone to share their passions because they are the very heart of your organization’s culture.
9:40 amBreak                                                                                                        
9:50 am

Nonprofit Board Orientation and Training
Effective and high functioning boards must understand good governance, the mission of the organization and their role in fulfilling that.  We will cover best practices in board orientation programs and ongoing training as well as discuss trends in board engagement and communication.

Attack Change with Aggressive Planning and Execution
Change is hard to accomplish and it is even harder without a robust, well communicated plan which is aligned with why your company exists.  Learn essential techniques to navigate the pitfalls that squash efforts to change and leave with a roadmap to execute your most important goals.

Are you ready for the changes coming to lease accounting?  (Additional handout)

Microsoft Dynamics GP 101 GP Fundamentals
New to Microsoft Dynamics GP or need a refresher? Then this session is for you! What is the homepage? Where do transactions get their posting accounts? How do I turn off reports I don’t need while posting or how do I reprint them? What are unit accounts? How do I create shortcuts? Learn about these and much more in this fun session. Moderate or Advanced user? Come learn something new!

What is New & Shiny in Sage Intacct?
In this session we will discuss and demonstrate some of the newest releases inside of Intacct. There have been many updates already this past year, and some could make tasks easier for all Intacct users. If you are curious about the new releases and how they can benefit you, then this is the session for you!

Office 365 – Unleash The Power
This session will review and demonstrate how the Office 365 ecosystem of apps, particularly Teams and the PowerApps, can improve your communication, collaboration and knowledge sharing within your organization and externally with customers and service providers.

Culture & Employee Experience Workshop  By John Garrett
John expands on how to create a stronger culture based on true differentiators.

 
10:50 amBreak                                                                                                            
11:10 – 12:10 pm

New-ish Revenue Recognition Standards for Nonprofits
This session will cover the ins and outs of the latest guidance for accounting for revenue in not-for-profit entities and help you understand how it will affect your organization.  We will cover best practices for implementation as it affects the annual reporting as well as the impact it may have on your budgeting process.

A&A Update – Revenue Recognition and Leases
The revenue recognition standard effective date is here and the lease standard is not far behind. Come join us for our follow-up to last year’s session on revenue recognition and leases. We will delve into the world of ASC 606 and ASC 842, what they will look like, and how they will impact your financial statements.

Fiduciary Oversight – Governance, How to do it effectively, including the role of Finance Committees, Audit Committees and Board Treasurers.

Financial Planning & Analysis With a Twist
Learn how to take financial planning & analysis to a new level by combining PowerBI with a budgeting tool like BI360. This is a must see if you do any budgeting. We guarantee you’ll be impressed and amazed.

Sage Intacct Standard Report Writer vs New Report Writer
Have you ever wanted to know more about the Interactive Custom Report Writer that Intacct released last year? Would you like to know more about the original Custom Report Writer as well? This session will compare the two different report writers and show you some of the capabilities of both.

Microsoft Power Apps & Flow
In this session, we will do a deeper dive into Microsoft’s Office 365 Power Apps & Flow applications.

 
12:10 – 1:00 pmBreak                                                                                                         
1:00 – 2:00 pm

Nonprofit Trends – Top 5 Trends We are Seeing and Preparing For
Things are changing in the not for profit world.  Hear from our experts on what they are seeing and helping with as well as research from across the region related to current trends and what is expected.

After 10 years of economic expansion – Are you ready for the next recession?
Good times can cause short memories.  Do your current operating, strategic and financial plans include necessary steps to not only survive the next recession but accelerate out of it?  Discuss and learn multiple factors that put you, your company and your people at risk in a downturn.  Learn how to turn those challenges to opportunities for future success.

Budgeting Best Practices

Moving your ERP to the cloud – Where do you Start?
In this session, we will discuss the pros and cons of moving your accounting/ERP software to the cloud. We’ll also look at some of the options that are available to you and provide you with real-life case studies of clients that have made the move.

Sage Intacct Reconciliations
Have you ever been searching for a certain amount or entry that took way too long to find? Have you ever wondered if there were any tips or tricks for reconciling Subledgers to the GL? In this session we will go over some of the more common reasons you could be out of balance, a few ways to correct some common issues, and some great ways to find what you are looking for.

Microsoft Dynamics GP 201 – Beyond the Fundamentals
This session takes up where GP 101 leaves off. GP users of all levels can benefit from the wide array of topics that will be covered. We’ll put GP through its paces, demonstrating why this product remains one of the benchmark ERP systems throughout the country. Topics will include (but not limited to): Hot-key macros, Refund Checks, Revenue and Expense Deferrals, Sales Commissions, Letter-Writing Assistant, Auto A/R write-offs, Intercompany Processing, Interfund Processing, and more. You won’t need coffee for this one!

Microsoft Power BI
This session is for anyone who wants to learn how to use your data to create graphs and reports using PowerBI.

 
2:00 pmBreak                                                                                                          
2:20 – 3:20 pm

Software Considerations for Nonprofits – the Good, the Bad, and the Ugly
Join this panel of people who recently went through a conversion and/or are in the midst of deciding or implementing.  Bring questions and leave with some key considerations for donor, membership and accounting software implementations.

Carpe Diem…Seize the Opportunity!
How does your organization respond when a new opportunity comes its way? Does it fly or flop? Does information overload cause paralysis or do decisions get made? Regardless of the outcome, if you’ve ever felt like there must be a better way to address the viability of a business opportunity this class is for you. We will be exploring various topic such as initial opportunity discovery, cash flow and financial management, having the right systems and more.

Is It Actually Your Money, an Examination of GASB 84

Microsoft Dynamics GP Reporting Tools Shoot Out
Need to see more reporting options? In this session we will dig deeper into reporting tools and see how users can leverage their data in Dynamics GP and other sources to gain better insight and visibility into your organization.

Financial Analysis in Sage Intacct
The purpose of this session is to provide you with practical ways to use Sage Intacct to measure and analyze the financial performance of your business using dashboards and custom reports.

Microsoft Dynamics 365 Manufacturing
Come learn about the capabilities of Manufacturing in D365.
*Setup a BOM
*The various ways to produce the finished goods
*Subcontracting a process in manufacturing
As well as other tips and tricks in D365

Creating Great Customer Experiences with CRM
Transform your sales, support and operations with Dynamics 365.  See how integrating the technology of business operations with sales and support can enhance the customer experience.

 
3:20 pmBreak                                                                                                        
3:40 – 4:40 pm

Organizational Risk – Nonprofits
Organizations continuously must assess and manage risk.  We will look at some top risk areas affecting not for profits ranging from financial to HR to technology and have recommended best practices and considerations for attendees to take action.

Tax Planning Opportunities and Entity Selection
Join us for an in-depth discussion on tax planning under the current tax code, including updates with a focus on how to address both your short term and long term tax and financial goals.

Actuarial Sciences and the Impact Assumptions Have on Your Actuarial Study 
Actuarial valuations of retirement benefit plans are generally prepared to either pre-fund or expense retirement benefits before they become payable.  Funding and accounting reports provide information for decision makers in order to better understand the magnitude and cost of those obligations in order to budget and plan for meeting those obligations.  Actuarial assumptions such as expected return on investment, likelihood and timing of retirement and participant mortality are critical in determining an appropriate representation of the size of the obligation. This session will highlight the impact that differences in actuarial assumptions can have on actuarial valuations.

GP freebies
Learn how to use free tools to enhance your Dynamics GP experience.

Did you know? Shortcuts in Sage Intacct
Ever wondered what Intacct Features you weren’t aware of? Do you find yourself questioning if there are ways to make using Intacct even easier? Join this Session to gain some new insight into your daily Intacct routines, and find new ways to utilize Intacct to its fullest potential.

Microsoft Dynamics 365 Distribution and Workflow
Are you in the business of distribution? Would you like to automate some of your processes, or boost your internal controls? If so, drop by our session to learn what we can do for you to help in these areas using Microsoft’s Workflows inside of Dynamics 365 Business Central.

Understanding Cybersecurity
From viruses, to adware and spam, there is a seemingly endless list of cybersecurity concerns to consider. Find ways to address the list with best practices for protecting data from cyberattacks thru password maintenance, firewalls, ad filtering, usage monitoring and more!

 

To access the session materials, please click session title. Not all sessions will have materials available.

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