Join us for...

On-Site Financial Manager Training

presented by CSP

June 14th and June 15th

2018

Enjoy two days of training geared toward the school's financial manager position. Learn how to more accurately and efficiently carry out your job responsibilities from Charter Success Partners' experienced team. While learning, you'll get to enjoy a Durham Bulls' baseball game, stay in 21c Museum Hotel, and see the Bull City.

 

Thursday June 14, 2018

Schedule

Check in by 10:00am:

Sign in and welcome​.

Training Breakout Sessions

New Clients:  

  • Invoice

  • Deposit Process

  • Utilizing Team Drive

 

Returning Clients:​

  • End of Year Preparation

  • Complete New Year Set Up

Lunch

Enjoy a provided lunch.

Payroll and Linq

  • Entering Payroll Changes

  • Leave without pay calculations

  • Exploring the New Version of Linq (CSP has been using the new Linq since November 2017)

End by 4:00pm

Durham Bulls' Baseball Game - 7:05pm

Cheer on the Bulls with the CSP team, dinner included.

Friday

June 15, 2018

Schedule

Check in by 9:00am

Budget Report Structure

Learn how to effectively use the live budget report document through the year.

Financial Policy

Review generally recommended charter school financial policies.

Employee Contracts and Files

Review the standard items that should be collected for each employee.

Lunch

Enjoy a provided lunch.

Account Classification

Review the principles of NCDPI account classifications.

Grants 

Review the process for utilizing grant funds as well as school and CSP grant responsibilities.

Wrap-up by 3:00pm

See you next fiscal year!

Package Options 

Training Package includes

  • June 14th and 15th training

  • lunch provided on both days

  • one night stay at 21c hotel

  • tickets to the Durham Bulls baseball game with buffet

Discounted Client Rate: $375

Training Package

without hotel

includes

  • June 14th and 15th training

  • lunch provided on both days

  • tickets to the Durham Bulls baseball game with buffet

Discounted Client Rate: $225

 
 

3600 N Duke St, Suite 103

Durham, NC 27704

Phone: 919-479-1442

info@chartersuccesspartners.com

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