Treasurer Tuesday Webinars

Accounting hosts calls periodically on Tuesdays at 2PM EDT on Zoom, focusing on SCORE’s Treasurers, hence the new title “Treasurer Tuesday.”  See the latest Accounting Bulletin for the Schedule.

Register for one or more sessions at: https://tinyurl.com/SCOREACCT9.

Schedule:

• September 28 Year-end for Chapters, Sage Intacct Sign in Problems Q&A
  
  
• October 5 Updates to the Chapter Accounting Policies and Procedures (CAPP)
• October 12 Making Deposits & PayPal with Shawn Little
• October 19 Sage Intacct Accounting System Tour of the Dashboard, General Questions
• October 26 Submitting Bills to HQ
  
  
• November 2 Sage Intacct Accounting System, General Questions
• November 9 Federal Award (grant) Compliance - Restricted vs Unrestricted Funds, Allowable vs unallowable Expenditures
• November 16 Sage Intacct Accounting System, General Questions
• November 23 No Treasurer Tuesday
• November 30 Sage Intacct Deeper Dive, More Reporting

Archive:

• August 17 - Welcome Incoming Treasurers Webinar with Transcript // Slides with Notes
• July 20 – Transitioning Treasurers Webinar // Slides with Notes
• June 15 – FY22 Chapter Budgets // Slides with Notes
• May 18 - Resources for Grant Application Documentation
• March 23 - Field Grant Presentation // Slides with Notes
• Feb 2 - Open Treasurer discussion
• Jan 26 - Sage Intaact Reports

• Jan 19 - FY21 Updates from SBA Review

  • Notes and Slides from Jan 19 webinar here

• Dec 15 Submitting Bills Step by Step, Contract Requirements, Documentation

  • Notes and Slides from December 15 webinar here
• DEC 8  Intacct Report Writer Workshop
• DEC 1  Chapter Accounting Policies and Procedures
• NOV 17 National PayPal Slides with Notes
• NOV 10 National Accounts
  • Notes and Slides from November 10 webinar here
  • Webinar recording here
• NOV 3 Sage Intacct Accounting System Deeper Dive
  • Notes and Slides from November 3 webinar here
• OCT 27 Chapter Accounting Policies and Procedures Update
  • Notes and Slides from October 27 webinar available here.
• OCT 20 - Allowable Uses of Federal Grant and Program Funds (Restricted vs Unrestricted Revenue; Allowable and Unallowable Expenditures)
  • Notes and Slides from October 20 webinar available here.
• OCT 13 - Making & Reporting Deposits, Submitting Bills to HQ
  • Notes and Slides from October 13 webinar available here.
• OCT 6 - Welcome Incoming Treasurers: Sage Intacct Accounting for New Users - Signing In, Tour of Dashboard, Q&A
  • Notes and Slides from OCT 6 webinar available here.
• SEP 29 - For Incoming and Current Treasurers: Duties of Chapter Treasurers, Update on Chapter Accounting Policies, Q&A
  • Slides from September 29 webinar available here.
• 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
  • Notes and Slides from September 1 webinar available here.
• AUG 25 - Transitioning Chapter Treasurers, Adding Users to Intacct, Q&A
  • Slides from the August 25 Transitioning Chapter Treasurers with notes are available here.
• AUG 18 - Year End for Chapters, FY21 Budgeting and Chart of Accounts, Q&A
  • Slides for August 18 Treasurer Tuesday with notes