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CBISA Advanced™ Training Course

Lyon Software is now offering a brand new training opportunity. CBISA Advanced™ is a course designed specifically for community benefit professionals and will cover a variety of topics. All attendees should have a basic level of experience and understanding of CBISA™ (data entry, defaults, previewing reports) and community benefit (definitions, categories, importance). The course is a full day, hands on, training that includes a resource notebook, lunch, and snacks!

Who should attend?

  • CBISA™ System Administrators
  • CBISA™ Coordinators
  • CBISA™ Finance personnel responsible for the IRS 990 Schedule H

Topics covered include:

  • Using CBISA™ to its fullest ability
  • Evaluating and improving community benefit programs
  • Hot topics (current topic: IRS 990H and multiple indirect rates)

Key Learning Objectives:

  • Learn how to use the defaults and utilities in CBISA™ for more complete community benefit reporting
  • Understand the importance of going beyond simple data collection for community benefit programs by learning how to successfully evaluate and improve programs
  • Learn how CBISA™ aligns with the Guide for Planning and Reporting Community Benefit and Community Benefit 101: The Nuts and Bolts of Community Benefit
  • Discuss “hot topics” related to community benefit

Space is limited. Each training class will be limited to the number of participants, so register early!


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