FA261 - MIP Fund Accounting 1099 Processing - Jan 29, 2025
Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
In this course, participants will create, review, and correct IRS Forms and 1099-MISC, INT, DIV, R, and NEC. Participants will learn to produce and print the IRS forms in paper and submit electronically via Aatrix. Helpful reports and troubleshooting tips will be covered.
Key words: Year End, Tax, W-2
FA102 - MIP Fund Accounting Administration & Financial Reporting Workshop - Mar 13-14, 2025
Course Level: Intermediate
Prerequisites: FA101 - MIP Fund Accounting Core Workshop or at least six months experience working with transactions and reports.
Instructional Method: Group Live
Recommended CPE Credits: 14
Two-Day Class
Building on the topics discussed in the Core Accounting workshop, this advanced 2-day course is ideal for Controllers or Chief Financial Officers responsible for high level administrative tasks and advanced financial reporting. Topics discussed in this course include: accounting administration, general ledger, and general reporting, a deep dive into financial statements, and advanced financial statement features, and fiscal year closing activities.
To get the most from this course we recommend that customers first take the FA101 - MIP Fund Accounting Core Workshop or have at least six months experience working with a variety of transactions and creating custom reports.
Class is held: Thursday 9:00 a.m. - 5:00 p.m. and Friday 9:00 a.m. - 3:00 p.m.
FA101 - MIP Fund Accounting Core Workshop - Mar 10-12, 2025
Course Level: Basic
Prerequisites: We recommend a general understanding of product navigation.
Instructional Method: Group Live
Recommended CPE Credits: 20
Two and One-Half Day Class
This intensive 2.5 day course focuses on primary financial activities, providing a strong foundation for new customers and a broad understanding for more experienced customers. This course is ideal for accounts payable professionals, staff accountants, and the hands-on Chief Financial Officer.
You will learn core features of the general ledger, accounts payable, bank reconciliation, budget, and reporting modules. Study topics include creating and maintaining chart of account codes, processing and correcting accounts payable and general ledger transactions, creating and monitoring budgets, and reconciling bank accounts. You will also learn how to use the powerful built-in reporting tools to create reports and perform analysis.
Class is held Monday from 1:00 - 5:00 p.m. plus Tuesday and Wednesday, 9:00 a.m. - 5:00 p.m.
