We’ve restarted calls every Tuesday at 2PM EDT on Zoom, focusing on SCORE incoming Treasurers, hence the new title “Treasurer Tuesday.”
Register for one or more sessions at: https://tinyurl.com/SCOREACCT9.
Schedule:
- AUG 11 - Remaining National Allocation & Field Grants, FY21 Budgeting and Chart of Accounts, Q&A
- AUG 18 - Year End for Chapters, FY21 Budgeting and Chart of Accounts, Q&A
- AUG 25 - Transitioning Chapter Treasurers, Adding Users to Intacct, Q&A
- SEP 1 - FY21 SOM and SBA Documentation Requirements for vendors paid over $5,000, Quotes Requirement on Contracts, Other SBA Documentation Requirements from FY18 audit, Q&A
- SEP 8 - No Session (Labor Day Week)
- SEP 15 - Session Reserved for Treasury Advisory Group
- SEP 22 - Transitioning Chapter Treasurers, Adding Users to Intacct, Q&A
- SEP 29 - For Incoming and Current Treasurers: Duties of Chapter Treasurers, Update on Chapter Accounting Policies, Q&A
- OCT 6 - Welcome Incoming Treasurers: Sage Intacct Accounting for New Users - Signing In, Tour of Dashboard, Q&A
- OCT 13 - Making & Reporting Deposits, Submitting Bills to HQ
- OCT 20 - Allowable Uses of Federal Grant and Program Funds (Restricted vs Unrestricted Revenue; Allowable and Unallowable Expenditures)
- OCT 27 Chapter Accounting Policies and Procedures Update
- NOV 3 Sage Intacct Accounting System Deeper Dive
- NOV 10 National Accounts
- NOV 17 National PayPal
- NOV 24 No Treasurer Tuesday this week
-
DEC 1 Chapter Accounting Policies and Procedures
-
DEC 8 Intacct Report Writer Workshop
-
Dec 15 Submitting Bills Step by Step, Contract Requirements, Documentation
-
JAN 19 TBD
Comments
0 comments
Please sign in to leave a comment.