Digital Academy Course

Engage iMIS: Financials for Year End and Best Practices

Financial best practice is about more than the numbers – it can help enable growth, agility and provide stability in an ever-changing environment. It’s not just for your finance team either – Causeis has developed this new course Financials for Year End and Best Practices to ensure all of your users understand how iMIS manages financials, accounting and pricing options.


When: Thursday, 13th May from 10am until 4pm (AEST)

Delivery: Virtual

Enrolment types:

Individual Course Enrolment

Gain access to this individual course for yourself ($89) or your company ($249).


Digital Academy Passport

Gain access to all 2021 Digital Academy courses for yourself ($356) or your company ($996).


Refer to the Digital Academy Cancellation Policy

What will I learn?

Attendees of the Financials for Year End and Best Practices Digital Academy will cover:

  • The functionality and features in iMIS to manage your financials, accounting and commerce
  • Explore how system configuration plays a role in best-practice reconciliation
  • Techniques for reconciliation against bank, income and debtors.
  • Learn how to report from the financial data in iMIS to support your accounting needs
  • Causeis best practice methodology for implementing new features, solutions and automations
  • Using standard functionality in iMIS to create pricing rules and improve transaction efficiency, reporting and tracking
  • Learn from other users as you workshop real-world scenarios and iMIS strategies
  • Hear how leading associations approach financial best practice.

This workshop-style course is designed specifically to help iMIS users to navigate iMIS financials, learning through real-world scenarios and examples. This is a technically focused workshop aligned to iMIS Cloud - a must for iMIS pros using financial tools and processes.

Michelle Lelempsis, CiP - Managing Director, Causeis

Michelle has consulted and presented in Australia and globally to 100s of associations to help them enable their digital strategies. Whether Michelle is presenting on engagement scoring, data analytics, member experience or how to align technology to meet your internal or external expectations you’ll find her passion and enthusiasm for the industry contagious.

With a career spanning nearly 20 years in IT, associations and not-for-profits, Michelle founded Causeis to bring a new level of expertise across strategy, digital and consulting.

With hands-on experience across every layer of associations and charities Michelle understands the full spectrum to support your mission.

Conrad Henley-Calvert, CiP - Solutions Consultant, Causeis

Conrad has eleven years’ experience as an iMIS solutions consultant, and before that spent six years implementing and managing iMIS in a national association. He has been a church treasurer and has run the accounts for a family business, so is very familiar with the requirements and language of financial processes and financial data.

Ashley Hunt, CiA, CiP - Solutions Consultant, Causeis

Ashley has been a Solutions Consultant with Causeis for 3 years, and has been involved in sporting associations for 5 years previously. He has worked with iMIS as both a user and consultant so understands the business processes required by associations. Ashley is a data and reporting specialist, highlighting opportunities and identifying risks.

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