Accounting Workshops

Becoming More Proficient with ConnectNow Accounting
Parish | Level 0
Jim Nelson, ParishSOFT

You know how to work in ConnectNow Accounting, this class will teach you how to be more efficient with your software. Learn how to save time on data entry, research, and reporting. During part of the session there will be an opportunity for open questions and answers. This is sure to be an information-packed session for all ConnectNow Ledger & Payables and Payroll users. 

 

Shared Accounting Services: Sharing Our Time, Talents and Treasure to Improve the Financial Health of Parishes
Diocese | Level 2
Denise Hanson, Diocese of Sioux Falls

Learn how the Diocese of Sioux Falls has implemented its version of Parish Accounting Services. Join us to find out what services are provided, which processes are used, and how shared accounting services has grown to 40 locations in just five years.

 

Parish Auditing
Diocese | Level 2
David Fleury and Kimberly Keefe, Diocese of Lansing

A parish audit is more accurately understood to be a review of parish internal controls. A true audit requires adherence to performance standards in planning, performing, and reporting on the audited parish. This requires significant resources that may or may not be available to both the parish and diocese. An internal controls review focuses on parish financial processes to test and measure against internal control best practices and provides valuable insights into a parish’s financial health and risk profile. It also gives the ability to schedule a more detailed, or even forensic, audit in the event the review reveals the need. Delve into the details of these specialized reviews in this workshop - what are the benefits; who is your audience; and how often they should be performed.

 

Making Permissions Work for You - ConnectNow Accounting
Parish / Diocese | Level 2
Joe Slomiany, ParishSOFT

Would you like a better understanding of how permission levels can be set up in ConnectNow Accounting? Did you know that ConnectNow Accounting users can have access and data processing capabilities limited to specific areas and features in the system, and that entity-level permissions are also available? This workshop will walk you through the different types of logins and how the permissions work with each of them.  Learn the purpose behind different types of permissions, see examples to help you determine how to use permissions for your organization.

 

Ledger Report Writer Overview: Getting the Custom Statements Your Parish or School Needs
Parish / Diocese | Level 2
Matt Dent, ParishSOFT

Get the data you want in the format you need. Learn how Ledger Report Writer lets you create custom consolidated or organization-level statements of activity and financial position from your general ledger. Use those statements to produce flexible reports that deliver real-time, accurate financial data for any given organization, or your entire diocese, at any time, for any period - directly from your chart of accounts. Review relevant examples. This session is designed for organizations that are considering adding the Ledger Report Writer module.

 

Tracking Your Assets in Fixed Asset Management
Parish | Level 1
Matt Dent, ParishSOFT

Tracking assets is an important concern for every organization, regardless of size. Without an accurate method of keeping track of these assets, it would be very easy to lose control of them. ConnectNow Accounting Fixed Asset module allows organizations to track the assets they own, where each is located, who has what, warranties, insurance, maintenance schedules, and the cost and depreciation of each asset. This workshop demonstrates the benefits Fixed Assets offers in keeping track of all your assets.  This session is designed for organizations that are considering adding the Fixed Assets module or have just purchased the module.

 

The New Accounting Standards — What You Must Know and Implement Now
Parish / Diocese | Level 2
James B. Jordan, CPA Atlanta, GA

Financial statements as we know them are going to be different next year.  This workshop covers what you must do now (as soon as you get home from the conference) to save yourself untold hours and audit costs. The background story, required changes to your chart of accounts, how to account for transactions, new statement formats, required council minutes’ details, and more, are explained.  This is a must-not-miss presentation for all diocesan and parish personnel who oversee or input transactions and those who must read the resulting financial statements starting in 2018.

 

Best Practices in Building Budgets
Parish | Level 1
Tiffany Martin, Diocese of Salt Lake City

Creating an annual budget is often a confusing task that no one wants to tackle. Come hear about best practices for building an effective budget. Learn how to enter a budget into ConnectNow Ledger & Payables and how to use reports to compare actual totals to your budget amounts throughout the year. This session also includes an overview of the budget import process.

 

Unlocking the Power of the Consolidation Manager in Accounting
Diocese | Level 2
Joe Slomiany, ParishSOFT

This workshop will refresh you on the power of Consolidation Manager. We will cover managing options to increase internal controls, importing additional accounts to the full chart of accounts, and much more to help staff and volunteers at your organization. Join in discussion to evaluate whether you are utilizing Consolidation Manager to the maximum.

 

ConnectNow Accounting: What's New, What's in the Future
Parish / Diocese | Level 0
Karen Kasenow-Johnson and Joe Slomiany, ParishSOFT

In the past year, we've added many great new features to the ConnectNow Accounting Suite. This session we'll walk through the new enhancements — so you can be sure you're getting the maximum productivity from all of the ConnectNow Accounting modules. You will also see a preview of our roadmap for what is coming next for this product.

 

Diocesan Forum for Accounting
Diocese | Level 0
Joe Slomiany and Karen Kasenow-Johnson, ParishSOFT

The purpose of this workshop is to meet together as accounting diocesan staff to collaborate over successes and address challenges we experience supporting our parishes. If you are a diocesan staff responsible for implementing or managing the ParishSOFT accounting applications for your parishes and schools, this is a workshop you should not miss. Please note that this workshop is for accounting and not census, there is a separate class for census.

 

 Fraud Deterrence with Positive Pay and Bill Pay
Parish / Diocese | Level 2
Jim Nelson, ParishSOFT

If you are increasingly worried about protecting your organization’s finances, Positive Pay and Bill Pay are two ways to implement new practices.  Secondary authorizations of check payments, limited check stock, and bank verification of items presented, are just a few of the ways these programs can work for you.  We will discuss how to use powerful ConnectNow Accounting processes with these programs at your local bank to protect your organization’s finances.

 

Effectively Recording Credit Card Transactions in ConnectNow Accounting
Parish | Level 1
Bob Dickinson, ParishSOFT

A large number of churches have started to use credit cards.  Properly tracking and recording credit card charges in your accounting software can be a challenge.  If your organization uses or is considering using credit cards, ConnectNow Accounting is able to designate credit card accounts, manage entered transactions, and provide a reconciliation feature to ensure everything on your statement is in your system. Note: ConnectNow Accounting does not process credit card transactions.

 

Projects: Organize and Group for Effective Reporting
Parish | Level 1
Tiffany Martin, Diocese of Salt Lake City

Using projects effectively requires forethought. Come check out how to set up projects and project groups to organize and report efficiently to departments, finance councils, and pastors.  For those who have created a project "monster" by having a project for everything, discussion will be held on how to organize projects using project groups to your advantage.

 

ConnectNow Accounting: Reporting Your Financials
Parish | Level 1
Jim Nelson, ParishSOFT

So many reports — which one do I need? The reports screen may potentially be difficult to navigate, but never fear; we can find the data you’re looking for. Learn about different reports offered for various situations, sorting and filtering, as well as how to memorize and recall information for future needs.

 

Increase Efficiencies by Importing with ConnectNow Accounting
Parish / Diocese | Level 2
Tiffany Martin, Diocese of Salt Lake City

Manually entering all your transactions can be time-consuming. Importing journal entries, deposits, and even payroll entries can reduce your day-to-day responsibilities as well as help with consistency.  We will demonstrate the process you’ll need to know to easily produce single or multiple transactions in just a few clicks.

 

Current Topics in Taxation for Churches: The Taxes, They Are a Changin’
Parish / Diocese | Level 0
James B. Jordan, CPA Atlanta, GA

The tax environment is changing. At the time of this writing, the extent of change is unknown. This presentation will cover the latest changes to taxation and dispel many myths and misconceptions about taxation as it relates to the Church. Yes, churches pay a lot of taxes – from payroll to unrelated business income tax, and more. Get up to speed on the latest issues and ask those questions you have always wanted to ask.