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YEAR-END BEST PRACTICES TRAINING
Training Links:
Training Description:
This training will discuss budget-related year-end activities and provide guidance on the successful completion of
the current fiscal cycle. Topics on the agenda include Budget Development Wrap-Up, Carryover, Non-Carryover
Programs, Key Financial Reports, and Year-End Deadlines.
Date(s)
Region(s):
Times:
Delivery Method:
Thursday, May 8, 2025
All
10:00 – 11:30 a.m.
Virtual (Zoom)
Thursday, May 8, 2025
All
1:30 – 3:00 p.m.
Virtual (Zoom)
PLANNING TO ATTEND? Registration enables us to gauge interest and accurately track attendance. Please use the links/icons to sign up by one day prior to the session(s). If you receive a message indicating that your session has expired when attempting to register, please click the registration link again.
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5/12-21/2025
This course will explore the processes required to open and manage an Imprest account. Topics will include the following:
How to reconcile
Preparing reimbursement claims
Common problems and how to resolve them.
In-Person
P-Card Reconciliation Report Training
5/22/2025
Management is a key component of a healthy budget. This session will cover the P-Card Reconciliation Report.
Via Zoom
5/29/2025
During this drop-in question and answer session, attendees will receive support with Fiscal matters. In addition to sharing the latest budget updates, topics may include Hyperlinked Control Sheets, budget adjustments, Norm enrollment, procuring goods and services, and fundraising.
Via Zoom
6/5/2025
Management is a key component of a healthy budget. This session will cover the Purchase Order History Report which may be used to view outside vendor and store warehouse orders.
Via Zoom
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