Course description
New to compliance in NGP? This introductory session walks you through the essentials of record-keeping and disclosure reporting to help your organization stay compliant. You’ll learn how to track contributions and disbursements, set up cycles and limits, and prepare your database for smooth, error-free filing.
Join us for a step-by-step overview of the tools and processes that make compliance simpler and more reliable.
What you’ll learn:
- Record-keeping best practices: Learn how to maintain accurate, up-to-date records and reconcile data across your contributions, disbursements, and reports.
- Set up cycles and limits: Understand how to configure election cycles and contribution limits to stay within reporting guidelines.
- Use the Financial Batch Manager: Discover how to group, track, and reconcile contributions using NGP’s batch management tools.
- Add disbursements and refunds: Record disbursements properly, manage refunds, and ensure all transactions are accurately reflected in your reports.
- Prepare to file: Review key reports, correct common issues, and navigate the Disclosure Center to generate and submit filings confidently.
By the end of this training, you’ll have the foundation to manage your committee’s compliance data effectively, avoid reporting errors, and stay organized throughout each filing period.
Who this is for: Beginner users looking to get an understanding of the basics of record keeping for compliance and disclosure reporting.
Course duration: 60 minutes