2-3 days/ 7 hours per day

Varies from event to event

Conference costs include 2 to 3 days of networking and learning: plenary speakers, workshops, banquet, meals and farm tours.

farmers, farming families, agribusinesses, consultant, government, academia, industry

Some participants are eligible for professional development credits - contact CFBMC to find out more!

Participants will engage in plenary sessions, workshops and on-farm.on-site guided tours. Portions of the Conference will be broadcast live to an internet audience as well as archived for viewing after the Conference.

Conference usually runs January or February. Conference presentations and videos are available on farmcentre.com and www.agriwebinar.com. Check out last year's presentations!

Managing Excellence in Agriculture is a leading edge professional development and networking opportunity for farmers and farm families. It involves engaging speakers, thought provoking breakout sessions, interactive workshops and relationship building networking opportunities. This is a learning conference that will leave delegates a toolbox of farm management ideas and strategies to implement back on the farm when they return home.

1 Full day

See our website for future dates

Simply Accounting – Using

Interface Settings

• User Settings
• Hiding Modules and the My Business Tab
• Customizing the Journal Screens
• The Session Date
• Tips to Help Record Transactions

Basic Entries & Recurring Transactions

• Entries through  the Journals
• Entries in the General Journal
• Reports of Journal Entries
• Storing & Recalling Recurring Transactions

Receivable & Payable Transactions

• Entries in the Receivables Journals
• Entries in the Payables Journals

Entries in Payroll

• The Payroll Journal
• The Payroll Cheque Run Journal

Checking Data Integrity

• What does it Do?
• Executing the Data Integrity
• How to fix Integrity problems

Printing Reports

• Financial Reports
• Drill Down
• A Session Journal Report
• Saving Report Templates

Account Reconciliation

• Important Points on the Account Reconciliation
• Performing the Account Reconciliation
• Printing the Account Reconciliation

Adjusting & Reversing Entries

• Adjustments & Reversal Entries
• Clearing Unmatched Vendor or Customer Invoices
• Other Adjustment Tips

Filing Taxes Payable

• Where have the Taxes Payable been going
• GST Period End Procedures
• PST Period End Procedures
• Payroll Period End Procedures

Year End Procedures

• The End of a Calendar Year:
• The End of a Fiscal Year:
• Posting Year End Adjustment Entries

Clearing Data

• Figuring out what data to Clear
• Clearing Journal Entries

195 for classroom training

245 for one to one training in our classroom

This is a continuation to day 1 of setup and understanding which teaches the producer how to track
income/expenses and basic understanding of the accrual vrs cash accounting methods and why the
accrual is important to their farm. This will give them the basics for yearly transactions and competing a
year end.

1 Full day

See our website for future dates

Registration

Introductions

• Welcome & Introduction of Instructor
• Introduction of AgExpert – Division of Farm Credit Canada
• Introduction of Participants
• Overview of Agenda & Housekeeping Details

Chapter 6 – Daily Entry Transactions

• Learn how to enter common business transactions

LUNCH BREAK


Chapter 6 – Daily Entry Transactions (continued)

• Learn how to enter common business transactions

Chapter 7 – Bank Reconciliation Tool

• Learn the steps to complete a bank reconciliation

COFFEE BREAK

Chapter 8 – Reports

• Review standard financial reports available in AgExpert Analyst

Chapter 9 – Tips for Getting More from AgExpert Analyst

• Learn time-saving program features

Getting Help

• Review options for getting additional help when using AgExpert Analyst

Wrap Up & Evaluations

195 for classroom training

245 for one to one training in our classroom

This is a continuation to day 1 of setup and understanding which teaches the producer how to track
income/expenses and basic understanding of the accrual vrs cash accounting methods and why the
accrual is important to their farm. This will give them the basics for yearly transactions and competing a
year end.

This course is provided in our training facility or in a location of your choice such as your farm.  One of our instructor’s will come to your farm and guide you through the process of creating your own set of books for your operation.  This course differs from our classroom lead course as you will have your own finished Chart of Accounts and you can start entering information that same day.  The trainer will assist you ahead of the setup date to make sure you have all the information that is required for setting up your books. 

 VIP Service (Version Installed Professionally) means your software is customized for your business with the guidance of a Certified VIP Installer.

This training covers the Setup & Understanding and Using courses and it is customized toYOUR FARMING OPERATION. Our trainer will spend up to seven hours assisting you with installation, setup, and training and basic recordkeeping consultation time with you setting up your opening balance sheet.

AgExpert Analyst

• Review basic & advanced features of AgExpert Analyst

Software Installation

• Installing & registering AgExpert Analyst

 Creating a Data File

• Review setup information checklists
• Create a new data file
• Create a backup of a data file

Completing the Setup of a Data File

• Complete the options listed in the Setup Menu

LUNCH BREAK 

 

Completing the Setup of a Data File (continued)

• Complete the options listed in the Setup Menu

Introduction to Transactions

• Review cash & accrual accounting methods for Canada Revenue Agency and AgriStability reporting purposes
• Review features of the Transaction Entry, Inventory Adjustment, General Journal and Point of Sale Windows

Daily Entry Transactions

• Learn how to enter basic transactions
• Basic Book keeping tips

This doesn't include travel costs.  These will be billed seperately and by km.

Too busy to set up AgExpert Analyst? Get the most from your AgExpert Analyst accounting software with up to seven hours of installation, setup, training and consultation. VIP Service (Version Installed Professionally) means your software is customized for your business by a Certified VIP Installer.

This training covers the Setup & Understanding and Using courses and it is customized to YOUR FARMING OPERATION.  our trainer will spend up to seven hours of installation, setup, training and consultation time with you setting up your opening balance sheet. 

See our website for future dates

½ Day

Introduction

• Learning Objectives

What is new to the Bank Reconciliation Module?

• The new import function for internet banking

Completing a Bank Reconciliation

• How to set preferences for your bank reconciliation
• Saving an incomplete bank reconciliation
• Processing your bank reconciliation
• Understanding the reports
• What to do with the reports

Tips for Resolving an Unbalanced Bank Reconciliation

• Double Entry
• Reversed Transactions
• Quick links for Reconciling

Generating Historical Reports

• The different options available
• Demonstrate how to generate these reports

Reconciling your Bank Accounts for Yearend purposes

• What happens to the uncleared items in you new year?

Tips for getting more out of your Analyst software

• Keystroke short cuts
• Setting up Displayed Date
• Program Shortcuts
• Memorized transactions
• Using the “Edit Details Feature”

Getting Help

$95.00 for classroom training

$125.00 for one to one training in our classroom

This course is to provide indepth training on the different aspects of the AgAnalyst software that the

producer struggles with which they deem to be hindering them in the management of their operation.

1 Full day

See our website for future dates

The duration of one to one training is dependent on the trainee’s individual capabilities.

What are the current Government Programs?

• AgriInvest
• AgriStability
• AgriInsurance
• AgriRecovery

AgriStability & Existing AgExpert Users

• Reports Required for AgriStability and AgriInvest Programs
• Review cash basis and accrual basis of accounting
• Reporting Methods for AgriStability and AgriInvest
• Statement of Farm Activities
• Setting Up AgExpert Analyst to Capture AgriStability Report Details
• Transactions and AgriStability Reporting

AgriStability Reports

• AgriStability Supplementary Report
• AgriStability Commodity Reference Report
• Inventory Report
• Advanced Inventory Detailed Report
• T1273 or T1163 Report

195 for classroom training

245 for one to one training in our classroom

Travel time is at an additional cost

?

This course is to provide indepth training on the different aspects of the AgAnalyst software that the

producer struggles with which they deem to be hindering them in the management of their operation.

Recertify each year,  Have kept certification for many years

Set up farm books, show farmers bookkeeping and assist them in doing books

Straight hourly wage including travel times

Certified AgExpert Analyst Adviser

Go to farmers and either set up their farm books for them, and or instruct them in farm bookkeeping. Usually return to the farm to insure that they understand the concepts.

Each year certifed, updated on the newest AgExpert software