Young Associates 2015 Summer Seminars

Monday July 6th & Tuesday July 7th

Cost: $65.00 per seminar

Book by June 15th for early bird pricing: $50 per seminar

Coupon Code: summer2015


Monday July 6, 2015

Budgeting skills for the Charitable and Not-For-Profit Sector

8:30am - 10:00am

Crunching numbers and coming up with a budget can be a challenge. Everyone from Board and senior management to department staff should understand how a strategic and well put together budget can benefit your organization. This seminar on budgeting was designed to give you the skills and know-how to understand the budgeting process. Bring your laptop and work through sample budget templates; participate in group discussion with your peers about the budget strains in the sector today; turn budgeting into a dynamic goal-setting process to aid creativity in your organization.

Who will benefit from this seminar? New or non-financial managers. Project and productions managers. Experienced leaders ready to advance their skills and knowledge.

Early bird coupon code valid until June 15: summer2015

the fundamentals of cashflow

10:30am - 12:00pm

Cashflow projecting is one of the most crucial processes for maintaining any sized organization. Large or small, tracking money coming in and going out is key to making sound management decisions. Bring your laptop and work through cashflow templates, discuss ways to mediate cashflow crises in this small intimate group setting, and equip yourself with the skills and knowledge to predict your financial future. 

Who will benefit from this seminar? New or non-financial managers. Project and production managers. Experienced leaders ready to advance their skills and knowledge.

Early bird coupon code valid until June 15: summer2015

Intro to Quickbooks

1:30pm - 3:30pm

Whether you're new to Quickbooks or looking for a refresher, this seminar will give you the know how to navigate Quickbooks. Print cheques, post deposits, pull reports, classifications and project reports; gain comfort with Quickbooks. We'll discuss the differences between Quickbooks desktop software and Quickbooks online. Learn what information your bookkeeper needs in order to give you the reports you want out of Quickbooks. Bring your own copy of Quickbooks on your laptop and follow along, or take away our handy guide to walk you through the steps when you're back in the office.

Who will benefit from this seminar? New or experienced managers ready to advance their skills and knowledge. Anyone with a hand in the processing of financial information at any stage in the organization.

Early bird coupon code valid until June 15: summer2015

intro to sage 50 (simply accounting)

4:00pm - 6:00pm

Whether you're new to Sage 50 (formerly Simply Accounting) or looking for a refresher, this seminar will give you the know how to navigate Sage 50. Print cheques, post deposits, pull reports, project allocations; gain comfort with Sage 50. Bring your own copy of Sage 50 on your laptop and follow along, or take away our handy guide to walk you through the steps when you're back in the office

Who will benefit from this seminar? New or experienced managers ready to advance their skills and knowledge. Anyone with a hand in the processing of financial information at any stage in the organization.

Early bird coupon code valid until June 15: summer2015

Tuesday July 7, 2015

Payroll basics for small and mid-sized organizations

8:30am - 10:00am

This seminar was designed to give you and your organization the knowledge and skills to hire individuals in accordance with CRA regulations. Are those contract staff really contract, or should they be employees? Who gets vacation pay? What do all those boxes on the TD1 form mean anyway? How do I budget for employer EI & CPP contributions? Know your responsibilities as an employer, and your rights as an employee. Whether you run your own payroll or contract it out, every employer needs to understand their obligations when it comes to payroll.

Who will benefit from this seminar? New or non-financial managers. Anyone hiring or contracting individuals, or anyone who plays a functional role in the payroll process. Experienced leaders ready to advance their skills and knowledge.

Early bird coupon code valid until June 15: summer2015

Managing your data: making it work for your organization

10:30am - 12:00pm

So you have a database system...now what? Who should be tracked in your database? Is just an email address enough information about a contact to warrant a spot in your database? Are you sure that your patrons information is safe in your database? During this introductory seminar we will explore how to set goals for your database and ensure that the information you are tracking will help your organization to meet those goals. Learn how data can feed into sound decision-making, and empower your board, staff and management to engage your audience and donors in new and exciting ways. Leave with our handy tip sheet to get you started on making your data work for you.

Who will benefit from this seminar? Fundraising, marketing and programming staff. New and experienced managers ready to advance their skills and knowledge. Board members looking to understand how to leverage data to benefit their organization.

Early bird coupon code valid until June 15: summer2015

intro to sumac

1:30pm - 3:30pm

Populating your database with good, clean data can be the key to reaching your fundraising and marketing goals, but is often the part of the process we put off doing or give the volunteers or interns. Stop putting it off today and learn how to efficiently and effectively populate your database. Get your new and existing data out of spreadsheets and into dynamic and useful reports. After an instructional section and guided exercises, you'll leave feeling more confident in your Sumac abilities and able to get your data working for you. Bring your laptop and a sample Sumac database ready to go.

Who will benefit from this seminar? New and experienced fundraising staff. Consultants working with clients who use Sumac. New and experienced managers ready to advance their skills and knowledge.

Early bird coupon code valid until June 15: summer2015

Researching your database: advancing fundraising through prospect research

4:00pm - 5:30pm

You're on your way to a clean and consistent database, but where does that get you? It's time to harness your data and find the hidden gems. Learn how to analyze your database to enhance targeted fundraising, grow your audience and donor base, meet and exceed your fundraising goals. Learn tips and tricks for mining your data to expand your potential

Who will benefit from this seminar? New and experienced fundraising staff. New and experienced managers ready to advance their skills and knowledge.

Early bird coupon code valid until June 15: summer2015