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