CDM+ Annual Users Conference 2026

Getting Started Accounting

🗓️ Times / Location

Tuesday, Sep 22 | 9:45 - 11:00

Ballroom C

👤 Trainer

Jennifer Nelson

📄 Class Topics

Accounting Basics

  • Balance Sheet

  • What is Fund Accounting

  • Account Types

  • Fund Balance Accounts

  • Double Entry

Set Up Your Chart of Accounts

  • Think with the end in mind

  • Categories/Sub-Categories

  • Balance Sheet Accounts

  • Income/Expense Accounts

Accounting Setup

For other resources and related articles over Accounting, check out the Accounting section in the CDM+ Help Center.