Join us for...

On-Site Financial Manager Training

presented by CSP

June 14th and June 15th


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


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


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