Post on 26-Sep-2020
Register before February 15th and save up to $140!
GMS Summit 2015
Grand Hyatt Denver
1750 Welton St. l Denver, Colorado l 80202
Celebrating 30 Years! 30th Annual Financial Management Conference for Nonprofits
Join Us! Each year the GMS Summit attracts hundreds of attendees from all over the United States. The
conference lineup is already packed with the best instructors in the industry and your rare oppor-
tunity to participate, as together we make a difference in the life of a child during a wish granting
ceremony to take place during our opening session.
Now is the time to register for the GMS Summit 2015 to be held June 21 - 26, 2015 in Denver,
Colorado. Register by February 15, 2015 for the early-bird fee of $425 and save $70!
We also encourage you to register for one of the three optional 1 1/2 day intensive workshops
immediately following the conference on June 25 - 26, 2015. There will be topics covering both
the Accounting software and the RLSS software. Register by February 15, 2015 for the early-
bird fee of $325 and save $70!
HEAR WHAT OUR ATTENDEES HAVE TO SAY...
“Every year it gets more interesting, always
something new to learn. Great job watching
out for us!”
“I have been to 2 GMS Summits and learned
something new and useful both years. Thanks to
all at GMS!!”
“I think you guys do an
excellent job with the
conference. You listen to
comments and follow
through on delivery.”
Who Should Attend?
Fiscal Staff · Revolving Loan Staff · Human Resources Staff
Executive Directors · Program Managers · Auditors
Networking Opportunities Plenty of opportunities to network with your industry peers: Sunday - Welcome Reception, Monday - Breakfast & Wish
Granting Ceremony, Tuesday - Morning Walk, Wednesday - Optional Lunch and Day Outing, Thursday - Happy Hour
COMPUTER CLINIC HOURS MONDAY JUNE 22, 2015
10:30 AM TO 4:45 PM
TUESDAY JUNE 23, 2015
9:00 AM TO 4:45 PM
WEDNESDAY JUNE 24, 2015
9:00 AM TO 12:00 NOON
One-on-One Appointments
Get the most value for your conference attendance and schedule a one-on-one appointment with one of our Service & Support Specialists. This is a great opportunity to sit down face to face with a GMS Specialist to go over specific questions and needs that you may have. Appointments are only being offered on a limited basis so please schedule as soon as you can. Email our Event Director, Robin Berseth at robin@gmsactg.com for details or to be scheduled. Space is limited! $50 per hour with a 2 hour minimum.
New for you this year… The New Super Circular by Jason Brooks,
CPA
Balance Sheet Reconciliation
Time & Attendance by GHG Corporation
Remaining Healthy in an Office Environ-
ment
Online Pre-qualification & Loan Application
by BMI Associates, Inc.
Test Drive the new GMS accounting soft-
ware in the computer clinic. More networking/social opportunities Suggested tracks to help you get the most
out of your attendance. One-on-One appointments now offered all
week.
Don’t Forget Your 50% Supplement Don’t Forget Your 50% Supplement Don’t Forget Your 50% Supplement
Credit!Credit!Credit!
Be sure to visit our website and review all of the supplements availa-
ble. Don’t forget your 50% Supplement Credit! Agencies who at-
tend the GMS Summit are entitled to a 50% credit on the purchase of
any supplement(s) up to your agency’s total registration price for ei-
ther the regular conference or intensive sessions, whichever is great-
er. This is available on all supplements ordered between the time of
registering and July 31, 2015. This is a great way to save $$ on your
supplement purchases. You can place your orders through the web-
site at www.gmsactg.com and the credit will automatically be applied.
Computer Clinic Be sure to visit the computer clinic where you can take the time you need to explore GMS prod-ucts and see how they can improve your agency’s operations. It is a great opportunity for you to try any GMS program or supplement. Additionally, you will have the opportunity to be one of the first clients to test drive the latest version of the GMS Accounting Software before the official release. Several members of the GMS staff will be on hand to answer questions and provide as-sistance. For individualized assistance, please schedule a One-on-One appointment.
Agenda Sunday, June 21, 2015
1:30-4:45 pm Registration
5:30-7:00 pm 30th Annual Welcome Dinner Reception &
Celebration - Hollywood Stars Theme
Monday, June 22, 2015
7:30 am Registration
8:00 am Breakfast
9:00 – 10:00 am Opening Session: Wish Granting Ceremony
10:30 - 12:00 noon
Accounts Payable Processing
Payroll Processing
Bank Rec and Other Tools Functions
RLSS Setups & Master Files
1:30 - 3:00 pm
Overview of Accounts Payable Supplements
Report Writer Basics Part I
Month End Processing
RLSS Reports & Master Query
3:15 - 4:45 pm
Importing, Exporting & Paperless Filing
Report Writer Basics Part II
Accounting Setups and Master Files
NEW! Online Pre-qualifications and Loan Applica-
tions
Tuesday, June 23, 2015
9:00 - 10:30 am
Report Writer Advanced
Accounts Receivable and CR Processing
Basics of Year End Part I
New! 3 Essential Keys to Remain Healthy in an
Office Environment
Continued Tuesday, June 23, 2015
10:45 - 12:15 pm
Basics of Year End Part II
New! Time and Attendance
Importing, Exporting and Paperless Filing
New! Balance Sheet Reconciliations
1:30 - 3:00 pm
Overview of Selected GL Supplements
Q&A with Accounting Staff
Overview of Year End and Audit Supplements
New! 3 Essential Keys to Remain Healthy in an
Office Environment
3:15 - 4:45 pm
New! Super Circular
Overview of Payroll Supplements
GMS Cost Allocation Options
Handling Special Situations within GMS-RLSS
Wednesday, June 24, 2015
9:00 - 10:30 am
New! Super Circular
New! Balance Sheet Reconciliations
Payroll Processing
RLSS Features and Supplements
10:45 - 12:15 pm
Accounts Payable Processing
New! Time and Attendance
Month End Processing
Design and Implementation of Internal Controls
Please Bring Your Laptop and Follow Along in All Sessions! Bring your laptop if you have Microsoft Access 2007 or higher installed!! You or your IT staff
can install the GMS Accounting and/or Revolving Loan Software using the downloads from
our website. Copies of the Access conference databases will also be on our website to down-
load to your laptop. Point the odbc and you’re set! It will allow you to easily follow along in all
sessions and be able to try out the new features yourself.
Maximize your Summit attendance by registering for a post Summit intensive.
These 1 ½ day sessions begin Thursday morning, June 25, at 9 am concluding
at 12:00 noon on Friday, June 26.
GMSGMS Special Intensive Training SeminarsSpecial Intensive Training Seminars
INTENSIVE #1 TRAINING ON THE ACCOUNTING SOFTWARE
This intensive will give you a complete overview of the accounting system. You will see all
aspects of the accounting system from setup files to processing steps and reporting op-
tions. All of the books of entry, accounts payable processing, payroll processing, general
ledger activities, cost allocation and report generation will be shown. Even though concur-
rent sessions on certain areas of the Accounting Software will take place during the regular
annual conference, this 1 ½ day intensive will include all things covered during the concur-
rent sessions but allows more time to spend on each aspect of the entire system.
INTENSIVE #2 YEAR-END PROCEDURES/PREPARING FOR AUDIT
This intensive is a step-by-step review of what you need to do at year-end to close your
books and to get ready for your audit. Learn about the latest GMS procedures. Understand
schedules you will want to prepare for your auditor. Gain a full understanding about how
revenue recognitions are determined based on the type of grant, contract or program. You
will receive complete training on all aspects of year-end activity by experienced GMS per-
sonnel and an auditor. You will get an auditor’s perspective on what you should have ready
for the audit and be able to get answers from a CPA with extensive experience in non-profit
and GMS auditing. You will be shown what closing entries are used in the accounting sys-
tem. This session is designed to help you keep audit costs under control and help you
comply with current audit standards.
INTENSIVE #3 LAPTOP RLSS TRAINING
This training will benefit anyone who is a seasoned user or new to GMS-RLSS. This ses-
sion will cover every aspect of using GMS-RLSS so you can take advantage of all of its
features. Among the topics covered will be setting up new loans, processing loan activity,
using Master File Query, loan reporting, and utilizing the features included in the basic pro-
gram. We also will demonstrate and explain every RLSS supplement that is available. This
is a great way to make sure that your loan policies and procedures are integrated with your
RLSS software and you are aware of what software is available and how it works. This in-
tensive requires you to bring your laptop for the featured hands-on training. Your
laptop must have Microsoft Access 2007 or higher & Excel 2007 or higher installed.
DENVER, COLORADO
Accommodations Grand Hyatt Denver
1750 Welton Street, Denver, Colorado 80202
Treat yourself to the exceptional at Grand Hyatt Denver. Fresh from a $28 million renovation, their AAA Four Diamond
hotel welcomes you with newly-appointed guestrooms and a smartly redesigned lobby in stylish, modern setting. Dis-
cover the best of Denver, located near 16th Street Mall. Discover what happens when urban luxury meets personalized
service and enjoy instant access to everything the vibrant city of Denver has to offer.
Join us June 21 - 26, 2015 in Denver, Colorado, where 300
days of sunshine, a thriving cultural scene, diverse neighbor-
hoods, and natural beauty combine for the world’s most spec-
tacular playground. A young, active city at the base of the Colo-
rado Rocky Mountains, Denver’s stunning architecture, award-
winning dining and unparalleled views are all within walking dis-
tance from the 16th Street pedestrian mall. Upscale shopping
awaits in Cherry Creek, while Denver’s seven professional
sports teams entertain year-round.
This Year’s Rates:This Year’s Rates: The hotel will offer the following guaranteed room rates for June 2015:
$189 single/double occupancy. These rates will apply June 15 - 30, 2015
based on availability. (Please book your room before making travel ar-
rangements.) Check in is at 3pm/Check out at noon.
Book your reservation directly online at:
https://resweb.passkey.com/Resweb.do?mode=welcome_ei_new&eventID=11238525
Book your reservation by phone: 888-421-1442
*Be sure to mention GMS to be a part of our room block and to receive the discounted
rate. YOU MUST HAVE YOUR HOTEL RESERVATIONS IN BY TUESDAY, MAY 22, 2015 TO
RECEIVE THE DESIGNATED RATES. BASED ON AVAILABILITY (Please reserve early)
Airport Transit:
GMS has partnered with Uber for all of
your transportation needs. Please visit
www.uber.com/go/gms15 to sign up. You
will receive $20 off your first ride and Ub-
er will donate $5 to Make-A-Wish from
your ride.
For alternate transportation needs from
the Denver International Airport, please
visit their website at:
http://www.flydenver.com/
parking_transit/transportation_den
GMS is proud to partner with the Colorado chapter of Make-A-Wish for this year’s Summit. We invite you to join us for
our opening session “Waking Up With Wishes”. As a registered attendee of the GMS Summit 2015, you will receive ad-
mittance to this private event where you will enjoy breakfast and the very special opportunity to witness as a child is
granted their wish.
*This event is not open to the public. All attendees of this event must have a paid registra-
tion to attend the GMS Summit 2015 or be an approved sponsor. Members of the media,
please contact Robin Berseth at 800.933.3501 ext. 403 or robin@gmsactg.com
About GMS GMS, Inc. specializes in providing non-profit organizations financial management and revolving loan management software
solutions. The GMS Accounting and Financial Management Systems and Revolving Loan Servicing Systems are used by over 600 organizations in
48 states and Canada. GMS is headquartered in Kensington, MD (a suburb of Washington, DC). Other GMS personnel are located in Arizona,
Florida, Georgia, Illinois, Iowa, Maryland, North Carolina, Ohio, Pennsylvania and Washington.
For further information about GMS products and services, please call us at (800) 933-3501 or visit our website at www.gmsactg.com.
GMSGMS Conference Registration FormConference Registration Form Register Online at https://www.gmsactg.com/registration.html
- or - Email/Fax to GMS Email: service@gmsactg.com
Fax: 301-933-3502
Agency Name:_________________________Phone:__________________Client #________
Address:____________________________________________________________________
Regular Conference: $425 After February 15, 2015: $495
Intensive Sessions: $325 After February 15, 2015: $395
Regular Conference Attendees: June 22, 9:00am - June 24, 12:15pm (Welcome Reception Sunday, June 21, 5:30 pm)
Name:_______________________________________________Title:________________________________________
Name:_______________________________________________Title:________________________________________
Name:_______________________________________________Title:________________________________________
Name:_______________________________________________Title:________________________________________
Name:_______________________________________________Title:________________________________________
1 ½ Day Intensives June 25, 9:00 am - June 26, noon Intensive Attendees: (Happy Hour Thursday, June 25, 5:00 pm)
Session 1 - Training on the Accounting Software Name:_____________________________________
Session 2 - Year End Procedures/Preparing for Audit Title:_______________________Session#________
Session 3 - Laptop RLSS Training Name:_____________________________________
Title:_______________________Session#________
Name:_____________________________________
Title:_______________________Session#________
Name:_____________________________________
Title:_______________________Session#________
Name:_____________________________________
Title:_______________________Session#________
Registration charges will be billed on your Monthly Billing for the month ending in which they are received.
Cancellation Policy: A $25 handling fee, per person, will be charged on any cancellations received after February 15, 2015.
No refunds will be given for cancellations received after May 22, 2015. There is no charge for substitutions of persons
attending.
Spouses and guests who will be traveling with you are welcome to attend the Sunday and Thursday evening receptions.
The Monday morning breakfast/wish ceremony and all breaks are only for registered attendees wearing a name tag.
Register directly online at: https://www.gmsactg.com/registration.html