Preparing For Year-End in CDM+ Webinar

The new year is just around the corner, and with it, the journey of wrapping up year-end tasks. In this CDM+ Discover What's Possible Webinar recorded on November 19, 2024, CDM+ Product Specialist Julianne Manning and CDM+ Support Manager Sherry Snedden will go over instructions from the January Survival Guide and provide helpful tips on how to roll over pledges and prepare for the coming year.
Year-End Resources 1:07
Prep Contributions 3:50
Online Statements 12:25
Pledges 24:00
Prep 1099 32:34
Prep Employee Records and W2 37:36
How To Get Help in Jan 40:38
QA 42:15
You can find the Year-End Checklist, and much more, by opening up the January Survival Guide a january.suran.... to learn more!