Online Training Event
Successful Bookkeeping with CDM+
April 29 – 30, 2025 | 1 – 5 p.m. EDT
Master Your Finances
New to bookkeeping? New to CDM+ Accounting? Struggling to understand how and what flows into your ledger each month? Want to make sure you’re providing the best comprehensive reports for your team?
We have a solution for you!
Join us April 29 – 30 for our Successful Bookkeeping with CDM+ online training event! We’ll walk you through:
- Accounting Fundamentals
- General Ledger
- Producing Reports
- Troubleshooting
- And more
Successful Bookkeeping
with CDM+- 2 Days of Online Instruction
- Unlimited Access to Recorded Sessions
- Unlimited Access to Training Materials
Sessions Overview
Accounting Fundamentals
Instructor: Jennifer Nelson
Join us as we walk through the foundation of how to do bookkeeping. We’ll discuss why fund accounting matters, what are debits & credits, and provide tips for organizing your Chart of Accounts. You’ll walk away from this class with the confidence that you have the tools and knowledge you need to be a successful CDM+ bookkeeper.
General Ledger
Instructor: Jennifer Nelson
The accounting module of CDM+ allows you to streamline processes so that transactions post directly to your General Ledger. We’ll focus on how to see what is flowing into your General Ledger and why, how to create and track your budget, and how to set up recurring ledger entries.
Month-End Best Practices
Instructor: Jennifer Nelson
Staying on top of your books allows you and your organization to have confidence in what is coming in and out each month. We’ll focus on month-end best practices. We will review how to run a bank reconciliation report, close periods, and provide tips for month-end reporting.
Accounts Payable
Instructor: Jennifer Nelson
CDM+ Accounts Payable module allows you to track vendors, invoices, write checks, and track receipts. We’ll teach effective ways to use this program so you can stay on top of these transactions.
Reporting and Troubleshooting
Instructor: Jennifer Nelson
Wondering how to produce the right report for the upcoming board meeting? Numbers not adding up as you expected? We’ll focus on how to run the best report to display the status of your books. We’ll also discuss common mistakes and how to troubleshoot to correct them.
Unlimited Access to Recorded Sessions
Can’t make it to the full training? Don’t worry – each session will be recorded and available online to review at your convenience following the event.
Successful Bookkeeping with CDM+
April 29 – 30, 2025 | 1 – 5 p.m. EDT
Don’t miss this online training opportunity to take your CDM+ skills to the next level.
Reserve Your Spot
Space is limited, so don’t wait!
* All registrations are final, no refunds. Recordings and training materials will be provided regardless of attendance to the training.