Schedule
Pre-Summit Session
MicroEdge Training
Wednesday,
February 10, 2010
The Peabody Hotel
In this interactive and focused training, you'll learn more about how to effectively use your MicroEdge products - from MicroEdge experts in a hands-on environment.
9:00 a.m.
Continental Breakfast
9:15 a.m.
Welcome, Opening Remarks
David Biemesderfer, Florida
Philanthropic Network
Jennifer Varenka, MicroEdge
| GIFTS Track | FIMS Track |
| 9:30 - 10:45 a.m. | |
| GIFTS
Online Applications and Online Grantee Reporting Learn how to move your applications online and start receiving grantee progress reports and other requirements online. Get the scoop on what’s new in IGAM for GIFTS. |
FIMS
Reports and Exports Get all the basics for running standard reports and exports including: where to see pictures of all reports; learning all the reporting options; understanding what selecting and sorting records means; benefits of subtotaling; totals only reporting; mailing tab options; running user-defined exports and opening the data in Excel; creating instant pie charts; creating contacts and tickles, adding affiliation codes, or doing mass emails from reports and exports. |
|
10:45 - 11:00 a.m. Break |
|
| 11:00 a.m. - Noon | |
|
Tracking Outcomes in GIFTS Use custom fields, online forms and more to track the outcomes of your grants in GIFTS. Know the status of your "portfolio" and which grantees are likely to be successful so that you can make informed decisions about your grant dollars. |
Configuring Data Grids for Custom Reports in FIMS Data grids are the best thing that have ever happened to FIMS! They are an incredible tool for managing your data, allowing you to customize the fields you want to see and do ad hoc reporting. Filter your data grids to see only the records you’re interested in. For example, a profile view that only shows you important prospects or donors; fund module view with both gifts and grants on one screen; unposted gifts with donor address; gift or grant history view with fund detail so you can look up by fund; view of just your own contacts with expanded comment field; an unposted application view that shows you only applications you select based on batch or program officer; a grant conditions view that you can export from the grid for reminders. Once your view is created, run reports and exports; do mass emailing or create labels; or create contacts, tickles and/or affiliation codes right from the view. |
|
Noon - 1:00 p.m. Facilitated Networking/Q&A |
|
| 1:00 - 1:50 p.m. | |
| GIFTS
Tips & Tricks Learn the many shortcuts and time-saving features for data entry, searching, reporting, batch processing and more. Whether you are a beginner or an experienced GIFTS user, there is something for everyone in this session. |
Optimizing Grant Management Features in FIMS This session will focus on optimizing your use of the Grant Management module by presenting important features that you should be aware of and know how to use. Have you been plodding along doing the same entry routine over the years? Learn about some of the latest new features for Grants and advanced user tips. Also, understand the big picture by learning which information from other places in FIMS flows to Grantee & Application entry, and learn about System Options for Grants. Share user tips with other attendees! |
|
1:50 - 2:00 p.m. Break |
|
| 2:00 - 2:50 p.m. | |
|
Managing Contacts and Mailings with GIFTS Not sure how to take advantage of your GIFTS correspondence and Affiliations features? Learn from the pro how to use Affiliations to your advantage when corresponding with internal and external stakeholders. |
Focus
on General Ledger Audit Reports FIMS provides many standard reports that you can make available for your auditors. Many of these reports are also important for your own internal controls to make sure non-financial modules are staying in synch with General Ledger. You will also learn about yearly IRS reports such as 990s and 1099s. |
|
2:50 - 3:00 p.m. Break |
|
| 3:00 - 3:50 p.m. | |
| GIFTS
Ad Hoc Reporting - Double Session Dive into the details of creating your own reports in GIFTS. Topics include: sorting and grouping to get subtotals summary information; formatting options; saving reports to the report library for future use; working with summary reports and more. |
Automating your Journal Entry Processes in FIMS Are you doing lots of journal entries by hand? Learn about all the ways you can auto-create journal entries from Automatic Entry Routines. Learn about cash management techniques and Asset Rebalancing module. Share user tips! |
|
3:50 - 4:00 p.m. Break |
|
| 4:00 - 5:00 p.m. | |
| GIFTS Ad Hoc Reporting - Double Session (continued) | Open Discussion for FIMS Users |
Registration Fees
FPN Members
& Donors Forum
of South Florida Members*$195
Nonmembers
$295
*FPN and
Donors Forum of South Florida have partnered to form the Florida chapter
of the national Grants Managers Network.
To Register
Register for the MicroEdge Training through the FPN Summit registration (even if you are not attending the Summit):
Online: Click here to register online using your credit card.
Mail or Fax: Download the Summit registration form (PDF) and fax or mail it in with your payment.
Cancellation Policy
All MicroEdge Training registrations cancelled by February 1, 2010, will be refunded the registration fee paid less a $50 cancellation fee.
No refunds will be provided for cancellations made after February 1, 2010.
You may substitute one person for another at any time without penalty.
Florida Philanthropic Network
www.fpnetwork.org | Phone: 407-478-6262 | Fax: 407-478-6261 |
199 E. Welbourne Avenue, Suite 203 | Winter Park, Florida 32789