Adaptive Insights - System & Reporting Walkthrough Certified Public Accountants and Consultants Benevolent and Protective Order of Elks of the United States of America Adaptive Insights - System & Reporting Walkthrough July 2019

YEARS OF EPM IMPLEMENTATION EXPERIENCE About Morrison & Morrison For more than 25 years, we’ve designed, implemented, integrated and supported financial management (ERP), business intelligence (BI) and enterprise performance management (EPM) solutions. Our team of CPAs and certified consultants specialize in corporate performance management and business analytics like Adaptive Insights for growing companies and nonprofits. By combining a roll-up-your-sleeves approach with uniquely flexible methodology, we configure and deliver a design that not only meets your needs, timeline and budget but also transforms your systems into a comprehensive intelligence solution. 25+ YEARS OF EPM IMPLEMENTATION EXPERIENCE

Team M&M Team Marc Moskowitz, Partner Kyle Nesslar, Team Lead Chris Connelly, Senior Development Consultant Gene Kucher, Senior Consultant

Adaptive Reporting Walkthrough Login Screen Change Password Set Homepage Reporting Lodge Submission Status Profit & Loss Balance Sheet How to get login / support

Logins After viewing email Pat Russell – pat_russell@outlook.com Subject – Adaptive Insights login for [Your district/state/name] Body - Include your Name, Title, District & State. Please also include the date of the training seminar you attended. If you watched the online video follow the instructions at the end. Pat will respond with your login and temporary password within 1-2 days.

Login - Example

Support For non-login related support email elkshelp@morrmorr.com Training webinar will be posted at Elks.org Also available at www.morrmorr.com/Elks Adaptive login page at https://login.adaptiveinsights.com/app