Apr 23 & 24

PayDirt Payroll – Experienced

Registration Deadline: Apr 16, 2025
Some topics that will be covered are:
  • Employee Maintenance
  • Payroll Processing
  • Importing Payroll
  • Payroll Reports
  • Records of Employment (ROE)
  • T4’s
  • Receiver General Reconciliation
  • Advances
  • Wages Clearing Account
  • PayCode Maintenance
    • Garnishee Codes
    • Accruals
    • Calculations
  • PayDirt Maintenance
  • Mass Change
    • Processing Payroll using Mass Change
  • Splitting Direct Deposits between Banks
  • Emailing Pay Advices

Who should attend?

This session is geared to First Nation finance staff who have experience with PayDirt Payroll and would like to go beyond day to day data entry.

Cost

  • $1,095.00 per person (includes GST, as well as lunch and refreshments)

Location, date & time

ASI Training Facility: 7th Floor, 294 Portage Ave., Winnipeg, MB
April 23 & 24, 2025
9:00 am to 3:30 pm

Registration

Space is limited to 32 persons. Demand is usually high, so we recommend you register early. You’ll be registered once we have received payment for the workshop. Please fill out a separate registration form for each participant.

Apr 29 & 30

Financial Reporter

Registration Deadline: Apr 23, 2025
During this two-day, hands-on course, you will learn:
      • Introduction to Financial Reporter
      • Identifying Menu and Toolbar functions
      • Editing existing Formulas
      • Creating Smartsheet Spec files
      • Creating Formulas in a Spec sheet
      • Editing and using existing Spec files
      • Spec File Components
      • Drilling down to GL Details
      • Statement Groups
        • Creating Statement Groups
        • Income Statement & Departmental Dummaries
        • Budget Variance Reports
        • Multi-Year Financial Reports
        • 12 Month Income Statement
      • Printing Reports

Who should attend?

Financial Reporter is a powerful reporting tool in Adagio.  Become confident in using the Financial Reporter to create, modify and print simple financial statements that are useful to your organization.  This workshop is designed for users who use Adagio but want to learn the basics of Financial Reporter.

Cost

$1,095.00 per person (includes GST, as well as lunch and refreshments)

Location, date & time

ASI Training Facility: 7th Floor, 294 Portage Ave., Winnipeg, MB
April 29 & 30, 2025
9:00 am to 3:30 pm

Registration

Space is limited to 32 persons. Demand is usually high, so we recommend you register early. You’ll be registered once we have received payment for the workshop. Please fill out a separate registration form for each participant.

May 6 & 7

Intermediate Microsoft Excel

Registration Deadline: Apr 30, 2025
During this two-day, hands-on course, you will learn how to access and use:
      • Ribbon
        Toolbars
        Quick Access Toolbar
        Basic Editing
        Tables
        Advanced Formulas
        VLOOKUP/HLOOKUP
        IF Statements
        Date & Time Functions
        Super Formulas
        Math Functions
        how to troubleshoot Formulas
        Intro to Macros
        Connecting Worksheets / Workbooks & External Data
        Using Named Ranges
        Conditional Formatting
        Pivot Tables

Who should attend?

First Nations staff who already work with Microsoft Excel and want to become more proficient.

Cost

$1,095.00 per person (includes GST, as well as lunch and refreshments)

Location, date & time

ASI Training Facility: 7th Floor, 294 Portage Ave., Winnipeg, MB
May 6 & 7, 2025
9:00 am to 3:30 pm

Registration

Space is limited to 32 persons. Demand is usually high, so we recommend you register early. You’ll be registered once we have received payment for the workshop. Please fill out a separate registration form for each participant.

May 8 & 9

Band Manager Roles & Responsibilities

Registration Deadline: Apr 30, 2025
During this two day, hands-on workshop you will learn: The Band Manager’s role is to oversee all operations of the First Nation.  Reporting to the Chief and Council, the Band Manager is responsible for the management, administration and delivery of all Band programs and services to ensure the needs of the Band Members are met in a reasonable, effective and efficient manner. This workshop will cover 8 primary duties of the Band Manager:
  • Policy
  • Financial
  • Council
  • Staff
  • Government Relations
  • Community Relations
  • Planning
  • Practical Issues
 

Who should attend?

New or aspiring Band Managers (Administrators) can begin their journey to gain the knowledge, skills and confidence required to excel as a First Nation Band Manager.  This session is a first step to unleashing your leadership potential and understanding what it takes to become a trusted advocate for your community.  Experienced Band Managers would gain the opportunity to further develop and refine their leadership abilities.

Cost

$1,095.00 per person (includes GST, as well as lunch and refreshments)

Location, date & time

ASI Training Facility: 7th Floor, 294 Portage Ave., Winnipeg, MB
May 8 & 9, 2025
9:00 am to 3:30 pm

May 13 - 15

Adagio Ledger & Payables – New Users

Registration Deadline: May 7, 2025
Unlock the power of Adagio with this comprehensive hands on workshop.  This three day workshop will explore the Ledger & Payables interfaces along with the following topics:
  • Understanding AP to GL Reconciliation
  • Entering & posting financial transactions
  • Account Groups, Accounts & Departments
  • Invoice entry
  • Vendor & Terms Maintenance
  • Budget entry
  • Processing payments (cheques & EFT)
  • Reversing payments
  • Export transactions to Excel
Elevate your accounting knowledge with this comprehensive hands-on workshop.

Who should attend?

This session is geared to finance staff of First Nation organizations who are new users of Adagio.

Cost

$1,095.00 per person (includes GST, as well as lunch and refreshments)

Location, date & time

ASI Training Facility: 7th Floor, 294 Portage Ave., Winnipeg, MB
May 13, 14 & 15, 2025
9:00 am to 3:30 pm

May 21 & 22

Advanced Microsoft Excel

Registration Deadline: May 14, 2025
During this two day, hands-on workshop you will learn:
  • Range Names
    • Name Error Analysis
    • Applying Names in FOrmulas
    • Using Named Ranges for Intersections
  • Data Visualization
    • Advanced Charting Techniques
  • Importing Data into Excel
  • Creating a popup user form in Excel VBA
  • Macro's in Excel
    • Assign a button to a Macro
  • Advanced IF statements
    • Nested IF statements
    • COUNTIF, SUMIF & AVERAGEIF
  • Outlining Data in Excel
  • Filtering Data using Slicers
  • XLOOUP function
  • Formatting Custom Numbers
  • Using Excel Add-Ins
 

Who should attend?

This session is geared to First Nation staff who are comfortable with entering data and creating basic formulas in Microsoft Excel but are looking to explore more complex capabilities of the program to make them a more confident and proficient user.

Cost

$1,095.00 per person (includes GST, as well as lunch and refreshments)

Location, date & time

ASI Training Facility: 7th Floor, 294 Portage Ave., Winnipeg, MB
May 21 & 22, 2025
9:00 am to 3:30 pm

May 27 & 28

Human Resources: Hiring and Onboarding

Registration Deadline: May 21, 2025
Having an effective hiring and onboarding process ensures that the organization has the right number of employees, with the right knowledge, skills, and abilities to perform their jobs well and provides them with the resources to become effective and productive members of your team. This hiring and onboarding process ensures that new employees will be set up for success and have a positive experience when they begin working for you.  This in turn leads to a happier, more productive employee, who will likely stay longer with your organization. Participants will learn how to find and attract good employees, and once hired, how to effectively integrate them into their new job and to the culture of your organization.  Particular areas of focus will be:
  • Creating Job Descriptions
  • Attracting and Selecting Candidates
  • Interviewing & Hiring
  • Orientation
  • Onboarding
  • Learning how to create effective interview questions

Who should attend?

This workshop is intended for people working within First Nations organizations who have responsibility for hiring staff and/or managing payroll.

Cost

  • $1,095.00 per person (includes GST, as well as lunch and refreshments)

Location, date & time

ASI Training Facility: 7th Floor, 294 Portage Ave., Winnipeg, MB
May 27 & 28, 2025
9:00 am to 3:30 pm

Registration

Space is limited to 30 persons. Demand is usually high, so we recommend you register early. You’ll be registered once we have received payment for the workshop. Please fill out a separate registration form for each participant.

Jun 3 & 4

Accounting Concepts

Registration Deadline: May 28, 2025
During this two day, hands-on workshop you will learn: Introduction to Accounting
  • Accounting Terminology
  • Double Entry System
  • Explanation of Assets, Liabilities, Revenue and Expenses
  • Bank Reconciliations
General Ledger
  • Chart of Accounts
  • Balance Sheet
  • Income Statement
  • Relationship to sub ledgers
  • Adjustments
Accounts Payable
  • Invoices
  • Cheques
  • Approval Processes
  • Record Keeping
Payroll
  • Timesheets
  • Processing Payroll
  • Record Keeping
 

Who should attend?

This session is geared for those who would like a better understanding of how the accounting cycle works and how daily financial transactions impact the financial reports of their organizations.

Cost

$1,095.00 per person (includes GST, as well as lunch and refreshments)

Location, date & time

ASI Training Facility: 7th Floor, 294 Portage Ave., Winnipeg, MB
June 3 & 4, 2025
9:00 am to 3:30 pm

Jun 10 & 11

Understanding Financial Statements

Registration Deadline: Jun 4, 2025
During this two day, hands-on workshop, you will learn:
  • Financial Reporting objectives
  • Accounting Cycle
  • Accrual vs. Cash Accounting
  • Generally Accepted Accounting Principles (GAAP)
  • Financial Statements
    • Board / Management Responsibilities
    • Statement of Financial Position
    • Statement of Operations
  • Internal Controls
  • Budgeting
  • Analyzing Financial Statements
  • Fraud

Who should attend?

The ability to determine the financial health of an organization is a valuable skill.  Those who want to make informed decisions based on financial analysis would benefit from this session.

Cost

$1,095.00 per person (includes GST)

Location, Date & Time

ASI Training Facility: 7th Floor, 294 Portage Ave., Winnipeg, MB
June 10 & 11, 2025
9:00 am to 3:30 pm

Jun 17 & 18

PayDirt Payroll – New Users

Registration Deadline: Jun 11, 2025
During this two day, hands-on workshop you will learn:
  • Introduction to Payroll
  • Introduction to PayDirt
  • Employee Maintenance
  • Payroll Processing
  • Reversing a Payroll Cheque
  • Workgroups
  • Payroll Reports
  • Records of Employment
  • T4’s
  • Receiver General Reconciliation
  • Advances
  • PayDirt Maintenance
  • Mass Change
  • Pay Period End Dates vs. Cheque Dates
  • Splitting Direct Deposits between Banks
  • Emailing Pay Advices

Who should attend?

This session is geared to finance staff of First Nation organizations who are new users of PayDirt Payroll.

Cost

$1,095.00 per person (includes GST, as well as lunch and refreshments)

Location, date & time

ASI Training Facility: 7th Floor, 294 Portage Ave., Winnipeg, MB
June 17 & 18, 2025
9:00 am to 3:30 pm

Jun 24 & 25

Introduction to Computers

Registration Deadline: Jun 18, 2025
During this two-day, hands-on course, you will learn basic computer skills essential for computer work. This workshop will discuss:
  • Hardware
  • Software
  • Web Browsers
  • Email
  • Security
  • File Management
  • Microsoft Excel
  • Microsoft Word
 

Who should attend?

Those First Nations staff who would like an introduction to computers, from typing, mouse work to gaining a better understanding of the programs essential to computer work.

Cost

$1,095.00 per person (includes GST, as well as lunch and refreshments)

Location, date & time

ASI Training Facility: 7th Floor, 294 Portage Ave., Winnipeg, MB
June 24 & 25, 2025
9:00 am to 3:30 pm

Registration

Space is limited to 30 persons. Demand is usually high, so we recommend you register early. You’ll be registered once we have received payment for the workshop. Please fill out a separate registration form for each participant.

Jul 8 & 9

Bank Reconciliations

Registration Deadline: Jul 2, 2025
Bank Reconciliations are an integral part of any accounting system.  Bank Recs ensure accuracy and identify any unusual transactions.  This workshop will:
  • Explain and demonstrate the process of a bank reconciliation
  • Provide a checklist of information needed prior to completing a bank reconciliation
  • Discuss bank journal entries related to the bank account
  • Explain how and where to get bank statements online
  • Discuss common errors and how to fix them
  • Hands on bank reconciliation exercises

Who should attend?

This two day Bank Reconciliation session is designed to provide an introduction and provide practice with completing bank reconciliations and solutions to some common errors.

Cost

$1,095.00 per person (includes GST, as well as lunch and refreshments)

Location, date & time

ASI Training Facility: 7th Floor, 294 Portage Ave., Winnipeg, MB
July 8 & 9, 2025
9:00 am to 3:30 pm

Jul 15 & 16

Introductory Microsoft Excel

Registration Deadline: Jul 9, 2025
During this one day, hands-on workshop, you will learn:
  • Basic editing
  • Basic formula creation and troubleshooting techniques
  • Frequently used formulas
  • Excel tables
  • Inserting pictures, clipart and wordart into spreadsheets
  • Keyboard Shortcuts
 

Who should attend?

This training session is for those who would like a general working knowledge of Microsoft Excel.  Practical hands-on examples will be provided.

Cost

$1,095.00 per person (includes GST)

Location, Date & Time

ASI Training Facility: 7th Floor, 294 Portage Ave., Winnipeg, MB
July 15 & 16, 2025
9:00 am to 3:30 pm

Jul 22 - 24

Adagio Ledger and Payables – Experienced Users

Registration Deadline: Jul 16, 2025
  • Entering Financial Transactions
  • Posting Financial Transactions
  • Invoice Entry
  • Adagio DocStore
  • Post the Batch
  • Posting to Prior Year
  • Batch Unpost
  • Archived (Recurring) Batches
  • Vendor Maintenance
  • Entering Budgets
  • Importing and Exporting
  • Open Payables Listing
  • Financial Reporter
    • Editing a Financial Report or Statement Group
    • Editing a Department Summary
    • Statement Groups
  • Fiscal Calendar
  • Opening a New Fiscal Year
  • Closing a Fiscal Year
  • ExcelDirect
  • Tips & Tricks
  • Import/Export
  • Recurring Batches
  • Manual Check’s
  • Adding a new bank
  • Modifying Cheque Specifications
  • Importing and Exporting
  • Adagio Payables Year End
  • Security Groups
  • Data Integrity Check
  • Backups
  • Settings & Options

Who should attend?

This session is geared to First Nation finance staff who have been using Adagio for a short time and would like to go beyond day-to-day data entry.

Cost

  • $1,595.00 per person (includes GST, as well as lunch and refreshments)

Location, date & time

ASI Training Facility: 7th Floor, 294 Portage Ave., Winnipeg, MB
July 22, 23 & 24, 2025
9:00 am to 3:30 pm

Registration

Space is limited to 32 persons. Demand is usually high, so we recommend you register early. You’ll be registered once we have received payment for the workshop. Please fill out a separate registration form for each participant.

Jul 29 & 30

Human Resources: Effective Performance Management

Registration Deadline: Jul 23, 2025
Having an effective Performance Management System ensures that individual and team goals are aligned with the organizations strategic goals.  It is a continuous process that does not only involve reviewing performance on an annual basis, but also involves having up-to-date job descriptions,  providing necessary training, continuously reviewing, and assessing employee progress, and providing ongoing coaching, communication, and performance feedback. Participants will not only learn how to build an effective Performance Management System, but they will also learn how to establish consistent processes on how to recognize and properly address performance concerns quickly as well as keeping all employees motivated and on track.  Particular areas of focus will be:
  • Setting Goals/Deliverables & Expectations
  • Providing Effective Feedback
  • Performance Reviews
  • Providing Constructive Feedback & Coaching for Improvement
  • Dealing with Performance Issues
  • Understanding the Progressive Discipline Process
 

Who should attend?

This session is intended to support the development of HR Managers and Representatives along with immediate supervisors and managers who may not have an HR background or who are new to managing others within their organization.  For elected leaders who may be new to their role, this session will provide some best practices for providing leadership in the oversight of the HR function.

Cost

  • $1,095.00 per person (includes GST, as well as lunch and refreshments)

Location, date & time

ASI Training Facility: 7th Floor, 294 Portage Ave., Winnipeg, MB
July 29 & 30, 2025
9:00 am to 3:30 pm

Registration

Space is limited to 30 persons. Demand is usually high, so we recommend you register early. You’ll be registered once we have received payment for the workshop. Please fill out a separate registration form for each participant.

Aug 6 & 7

Accounting Concepts

Registration Deadline: Jul 30, 2025
During this two day, hands-on workshop you will learn: Introduction to Accounting
  • Accounting Terminology
  • Double Entry System
  • Explanation of Assets, Liabilities, Revenue and Expenses
  • Bank Reconciliations
General Ledger
  • Chart of Accounts
  • Balance Sheet
  • Income Statement
  • Relationship to sub ledgers
  • Adjustments
Accounts Payable
  • Invoices
  • Cheques
  • Approval Processes
  • Record Keeping
Payroll
  • Timesheets
  • Processing Payroll
  • Record Keeping
 

Who should attend?

This session is geared for those who would like a better understanding of how the accounting cycle works and how daily financial transactions impact the financial reports of their organizations.

Cost

$1,095.00 per person (includes GST, as well as lunch and refreshments)

Location, date & time

ASI Training Facility: 7th Floor, 294 Portage Ave., Winnipeg, MB
August 6 & 7, 2025
9:00 am to 3:30 pm

Aug 12 & 13

Intermediate Microsoft Excel

Registration Deadline: Aug 6, 2025
During this two-day, hands-on course, you will learn how to access and use:
      • Ribbon
        Toolbars
        Quick Access Toolbar
        Basic Editing
        Tables
        Advanced Formulas
        VLOOKUP/HLOOKUP
        IF Statements
        Date & Time Functions
        Super Formulas
        Math Functions
        how to troubleshoot Formulas
        Intro to Macros
        Connecting Worksheets / Workbooks & External Data
        Using Named Ranges
        Conditional Formatting
        Pivot Tables

Who should attend?

First Nations staff who already work with Microsoft Excel and want to become more proficient.

Cost

$1,095.00 per person (includes GST, as well as lunch and refreshments)

Location, date & time

ASI Training Facility: 7th Floor, 294 Portage Ave., Winnipeg, MB
August 12 & 13, 2025
9:00 am to 3:30 pm

Registration

Space is limited to 32 persons. Demand is usually high, so we recommend you register early. You’ll be registered once we have received payment for the workshop. Please fill out a separate registration form for each participant.