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CBISA Plus™ Advanced Training

CBISA™ Advanced Training is a course designed specifically for experienced CBISA™ users (Administrators, Coordinators, and Finance Personnel) that goes well beyond the “why” and “how” of data entry. This course is a full day, hands-on training with opportunities to connect with other class participants and engage in meaningful discussion about “lessons learned from the field” and best practices. All attendees should have a basic level of experience and understanding of CBISA™ (data entry, defaults, previewing reports) and community benefit (definitions, categories, importance). This training will help you take your community benefit reporting to the next level. You’ll learn how to effectively use the utilities built into CBISA™, discover important reports to share with your stakeholders, and go in depth into topics like the CHNA, program evaluation, and the IRS 990H. A training manual, lunch, and snacks are provided.

Please note: This training course is for CBISA™ users.

Who should attend?

  • Relatively experienced CBISA™ users who are comfortable using the basic functions of the software
  • CBISA™ System Administrators
  • CBISA™ Coordinators
  • CBISA™ Finance Personnel responsible for community benefit reporting and the IRS 990 Schedule H

Topics covered include:

  • Using CBISA™ to its fullest ability (utilities and advanced features)
  • CBISA™ reporting strategies
  • Gifts, Grants, and Indirect Costs
  • Evaluating and improving Community Benefit programs
  • Hot topics (IRS 990H and CHNA)

Key Learning Objectives:

  • Learn how to use the defaults and utilities in CBISA™ for more complete community benefit reporting
  • Discover reports to answer the questions your important stakeholders are asking
  • Understand the importance of going beyond simple data collection for community benefit programs by learning how to successfully evaluate and improve programs
  • Discuss “hot topics” related to community benefit

Lyon Software also offers a Basic Training course, the day before Advanced Training. You may register for one or both.

Space is limited. Each training class will have a limited number of participants, so register ASAP to reserve your seat.

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