The Premier Financial Management Conference for Nonprofits

JUNE 12-17, 2016 | LOEWS DON CESAR HOTEL | ST. PETE BEACH, FLORIDA

Keynote Speaker, Dave Davlin The Game Winning Three—”The Person You Become, The Memories You Make, The Difference You Make”

Dave Davlin inspires individuals and organizations to higher levels of

performance. Prepare for an incredible experience - CAPTIVATING STORIES,

HUMOR, AUDIENCE INVOLVEMENT and ONE-OF-A-KIND VISUAL THRILLS. His

unique blend of style and substance challenges audiences and leaves them

wanting more.

You will experience the benefits of:

Developing vision and a sense of purpose

Recognizing and diffusing limiting beliefs and fears

Harnessing the power of time and taking consistent action

Using the power of creative thought and action to solve problems

Embracing the power of teamwork and developing organizational skills

Recognizing and seizing every opportunity to create value and exercise

service

And so much more!

Who Should Attend?

Fiscal Staff - Revolving Loan Staff - Human Resources Staff

Executive Directors - Program Managers - Auditors

Join Us! Each year the GMS Summit attracts hundreds of attendees from all over the United States. The

conference lineup is already packed with the best instructors and speakers in the industry.

Now is the time to register for the GMS Summit 2016 to be held June 12 - 15, 2016 in St. Pete

Beach, Florida. Register by February 12, 2016 for the special early-bird rate of only $495!

We also encourage you to register for one of the three optional 1 1/2 day intensive workshops

immediately following the conference on June 16 - 17, 2016. There will be topics covering both

the Accounting software and the RLSS software. Register by February 12, 2016 for the special

early-bird rate of only $395! Note: This will be the final year that GMS will offer the post

conference Intensive Training Sessions, so please take advantage of this affordable

training opportunity.

HEAR WHAT OUR ATTENDEES HAVE TO SAY...

“Great seminars, good learning experience

and would love to continue

attending. Great work!”

“As a new GMS user I

found the sessions

extremely informative

and the instructors were very clear,

knowledgeable and approachable.”

“My first Summit! I’m

highly impressed and feel

as though I learned so

much! I look forward to

next year!”

Networking Opportunities Plenty of opportunities to network with your industry peers: Sunday - Welcome Reception, Monday - Continental Break-

fast and Opening Session, Tuesday - Morning Walk Wednesday - Optional Lunch and Day Outing, Thursday - Happy Hour

Register before February 12th during Early Bird Registration!

new for you this year…

Current Trends in HR Law and Practice

GMS RLSS: An Auditor’s Perspective

An Introduction to Indirect Costs

Introduction of the New GMS Software

Month End Processing - Advanced

Payroll Processing - Advanced

Understanding the Basics of HR Law and Practice

one-on-one appointments

Get the most value for your conference attendance and schedule a one-on-one appointment with one of our Service & Support Specialists. This is a great opportunity to sit down face to face with a GMS Specialist to go over specific accounting issues related to cost allocations, month end, payroll, and accounts payable or any questions you may have regarding your revolving loan software. These are the most affordable individualized appointments that GMS has to offer. Appointments are only being offered on a limited basis so please schedule as soon as you can. Email our Event Director, Robin Berseth at robin@gmsactg.com to be scheduled. Space is limited! Appointments are $50 for 30 minutes.

all attendees receive a all attendees receive a all attendees receive a

50%50%50% supplement credit!supplement credit!supplement credit!

Be sure to visit our website and review all of the supplements avail-

able. Don’t forget your 50% Supplement Credit! Agencies who

attend the GMS Summit are entitled to a 50% credit on the

purchase of any supplement(s) up to your agency’s total registra-

tion price for either the regular conference or intensive sessions,

whichever is greater. This is available on all supplements ordered

between the time of registering and July 31, 2016. This is a great

way to save $$ on your supplement purchases. You can place your

orders through the website at www.gmsactg.com and the credit will

automatically be applied.

computer clinic Be sure to visit the computer clinic where you can take the time you need to explore GMS products and see how they can improve your agency’s operations. It is a great opportunity for you to try any GMS program or supplement. Members of the GMS staff will be on hand to answer questions and provide assistance. For guaranteed individualized assistance, or for matters that need special attention, please schedule a One-On-One appointment.

computer clinic hours MONDAY JUNE 13, 2016

10:30 AM TO 4:45 PM

TUESDAY JUNE 14, 2016

9:00 AM TO 4:45 PM

WEDNESDAY JUNE 15, 2016

9:00 AM TO 12:00 NOON

agenda at a glance Sunday, June 12, 2016

1:30-3:30 pm Registration

5:30-7:00 pm Welcome Reception

“Beachside in the Summer - Come Dressed in White”

Enjoy live music by the talented Colt Clark

Monday, June 13, 2016 7:30 am Registration

8:00 am Traditional Continental Breakfast

Network with your peers

9:00 – 10:00 am Opening Session: Special Guest & Keynote

Speaker - Dave Davlin “The Game Winning 3!”

10:30 - 12:00 noon

New! GMS RLSS - An Auditors Perspective

Month End Processing - The Basics

Accounts Payable Processing

New! Understanding the Basics of HR Law and

Practice.

1:30 - 3:00 pm

RLSS Setups, Master Files and Schedules

Bank Rec and Other Tools Functions

Design and Implementation of Internal Controls

New! Current Trends in HR Law and Practice

3:15 - 4:45 pm

RLSS Reports and Master Query

Importing, Exporting and Paperless Filing

Month End Processing - Advanced and Trouble-

shooting

New! Introduction of the New GMS Accounting

Software

Tuesday, June 14, 2016 9:00 - 10:30 am

Balance Sheet Reconciliations

Handling Special Situations Within GMS-RLSS

Report Writer Basics - Part I

Basics of Year End - Part I

Continued Tuesday, June 14, 2016

10:45 - 12:15 pm

RLSS Features and Supplements

New! An Introduction to Indirect Costs

Report Writer Basics - Part I

Basics of Year End - Part II

1:30 - 3:00 pm

Accounts Receivable and Cash Receipts Pro-

cessing

Overview of Year End and Audit Supplements

GMS Cost Allocation Options

Importing, Exporting and Paperless Filing

3:15 - 4:45 pm

Time and Attendance

Payroll Processing - The Basics

Accounting Setups and Master Files

Overview of Selected General Ledger Supple-

ments

Wednesday, June 15, 2016 9:00 - 10:30 am

New! Introduction of the New GMS Accounting

Software

New! An Introduction to Indirect Costs

Overview of Payroll Supplements

Overview of Accounts Payable Supplements

RLSS Q&A

10:45 - 12:15 pm

Q&A with Accounting Staff

Payroll Processing - Advanced and Troubleshoot-

ing

Accounts Payable Processing

Super Circular

Schedule subject to change.

For up to date schedule and summit information, please visit

our website: www.gmsactg.com/gms-summit-2016

By popular demand, GMS is happy to welcome back,

Bob Joyce and Drake Maynard, your HR Law professionals!

GMSGMS Special Intensive Training SeminarsSpecial Intensive Training Seminars

INTENSIVE #1 TRAINING ON THE ACCOUNTING SOFTWARE

This intensive will give you a complete overview of the accounting system. You will see all

aspects of the accounting system from setup files to processing steps and reporting op-

tions. All of the books of entry, accounts payable processing, payroll processing, general

ledger activities, cost allocation and report generation will be shown. Even though concur-

rent sessions on certain areas of the Accounting Software will take place during the regular

annual conference, this 1 ½ day intensive will include all things covered during the concur-

rent sessions but allows more time to spend on each aspect of the entire system.

INTENSIVE #2 YEAR-END PROCEDURES/PREPARING FOR AUDIT

This intensive is a step-by-step review of what you need to do at year-end to close your

books and to get ready for your audit. Learn about the latest GMS procedures. Understand

schedules you will want to prepare for your auditor. Gain a full understanding about how

revenue recognitions are determined based on the type of grant, contract or program. You

will receive complete training on all aspects of year-end activity by experienced GMS per-

sonnel and an auditor. You will get an auditor’s perspective on what you should have ready

for the audit and be able to get answers from a CPA with extensive experience in non-profit

and GMS auditing. You will be shown what closing entries are used in the accounting sys-

tem. This session is designed to help you keep audit costs under control and help you

comply with current audit standards.

INTENSIVE #3 LAPTOP RLSS TRAINING

This training will benefit anyone who is a seasoned user or new to GMS-RLSS. This ses-

sion will cover every aspect of using GMS-RLSS so you can take advantage of all of its

features. Among the topics covered will be setting up new loans, processing loan activity,

using Master File Query, loan reporting, and utilizing the features included in the basic pro-

gram. We also will demonstrate and explain every RLSS supplement that is available. This

is a great way to make sure that your loan policies and procedures are integrated with your

RLSS software and you are aware of what software is available and how it works. This in-

tensive requires you to bring your laptop for the featured hands-on training. Your

laptop must have Microsoft Access 2007 or higher & Excel 2007 or higher installed.

St. Pete Beach, Florida

Loews Don CeSar Hotel 3400 Gulf Boulevard, St. Pete Beach, Florida 33706 Opened at the height of the Gatsby Era in 1928, Loews Don CeSar Hotel has been welcoming guests for nearly a century. Now it’s your turn. The Pink Palace is the place on Florida’s Gulf Coast to do it all - or perhaps nothing at all.

Join us June 12 - 17, 2016 in St. Pete Beach, where you’ll find

the longest undeveloped stretch of public beach in the county.

Live it up with a variety of watersports, from parasailing and

stand-up paddle boarding to windsurfing and kiteboarding. For

lively diversions away from the shore, head to the Corey Ave-

nue district. For over six decades, Corey Avenue has thrived at

the heart of St. Pete Beach. There’s a variety of funky specialty

shops, galleries, restaurants, the classic Beach Theatre and

more.

The hotel will offer the guaranteed room rate of only $179 for single/double occupancy. These rates will apply June 9 - 19, 2016 based on availability. (Please book your room before making

travel arrangements.) A reduced rate resort fee of $11 (regularly $25) plus tax, will be added per room, per day. This fee includes the following: Loews Premium Plus Wi-Fi Plan in your guestroom, shuttle service to downtown St. Petersburg, housekeeping gratuity, 24-hour fitness center access, Yoga and aerobics classes daily, non-motorized watersports rentals (between 8am-10am), half-day access to Camp CeSar, history tours, complimentary tastings, two bottled waters daily, PressReader access, in-room coffee, turndown service upon request, poolside pampering, pool & beach games, airline boarding pass printing, and 24-hour shoe shine service. Check in is at 4pm/Check out at 11am. Book your reservation directly online: https://aws.passkey.com/event/14322954/owner/13226514/home Book your reservation by phone: 800.282.1116 *You must let the reservation agent know you are making a reservation within the GMS 2016 group block and mention code: GMS616 YOU MUST HAVE YOUR HOTEL RESERVATIONS IN BY MAY 10, 2016 TO RECEIVE THE DESIGNATED RATES. BASED ON AVAILABILITY (Please reserve early)

This Year’s Rates:This Year’s Rates:

Tampa Airport Transit:

The Tampa International Airport is located 30

minutes from the hotel. Approximate transpor-

tation fees are listed below. Please visit the

Tampa International Airport website for more

information.

SuperShuttle: $25 per person one way (receive

a $5 discount per person HERE)

UberX: $30—$41

UberXL: $49—$64

(receive $15 off your first Uber ride by using the

code uber4GMS)

Taxi: $69—$76 one way