Product Training Schedule

Transcription

1 Product Training Schedule January - April 2008

2 IPS-Sendero s instructors are specialists who use the products on a daily basis. Our hands-on approach to training allows you to maximize your learning experience to become proficient in using the IPS-Sendero software. Training seminars, unless otherwise noted, target new users and have no prerequisites. Access the Learning Center to register for training. Go to: EIS Powerplay Report Writing Essentials This seminar is designed to give EIS Administrators and Report Builders a firm foundation for developing financial reports with the EIS Powerplay Report Writer. Participants will perform detailed exercises using financial institution specific data. Participants will gain hands on experience formatting, selecting data and criteria, insertion of graphs, charts, and external data and objects, exception handling and suppression, and customization of reports for delivery to end users. Basic understanding of EIS functionality and organizational goals with the EIS application Proficiency with Microsoft Windows navigation and operating environment Date/Location: March 12 Atlanta, GA Price: $500 EIS Basic Administration This seminar is designed to give EIS Administrators hands-on training on how to administer the delivery of information in the EIS Business Intelligence application. Participants will gain an understanding of the workflow process essential for the delivery of data. Participants will also learn, using real financial information, how to: administer EIS, do periodic maintenance of models, and help ensure the integrity of information delivered to end users. Basic understanding of EIS functionality and organizational goals with the EIS application Proficiency with Microsoft Windows navigation and operating environment Date/Location: March 13 Atlanta, GA Price: $500 Funds Transfer Pricing & DMS Advanced Building on the concepts presented in the FTP & DMS - Basic seminar, this class focuses on optional, more advanced funds transfer pricing concepts and features. Topics include the use of standard options, including lag days, general ledger links and transfer rate adjustments, as well as priced options such as prepay tracking, break charges and multiple projects. Moderate to extensive experience using the IPS-Sendero FTP software Extensive knowledge of funds transfer pricing with practical experience Date/Location: February Scottsdale, AZ Price: $800 IPS-Sendero Product Training Schedule 1

3 Funds Transfer Pricing & DMS Basic This seminar introduces participants to funds transfer pricing theory and how computerized models assist in separating and measuring the components of interest rate risk. Attendees learn how to operate the IPS-Sendero FTP model and its data aggregation tool, DMS. This class is presented at a controlled pace for new practitioners. Featured seminar focus areas include: FTP concepts/methodology Using DMS to gather data for the FTP system Setting up and maintaining the FTP system and entering processing support data into the system Processing/pricing DMS tables in FTP Generating reports Results analysis Process/analyze detail results (detail reports) Process/analyze summary results (funding center, transfer margin reports) Preparing FTP results for profitability systems CPE Credits: 17 2 ½ days Date/Location: March Scottsdale, AZ Price: $1000 Prologue Shareholder Accounting This seminar provides a working knowledge of the Prologue Shareholder Accounting system. Attendees will learn how to increase operating efficiencies, produce reports that meet senior management demands, and save time through interface with other applications. Topics include a system overview, processing, reporting, utilities and formats. This class targets individuals who process dividends, issue checks, post ACH items and evaluate certificate and 1099 reporting. Date/Location: March 11 Atlanta, GA Price: $400 Prologue Accounts Payable This seminar provides an introduction to the Prologue Accounts Payable (A/P) system for accounts payable end users. In this seminar, you can process vouchers and payments for vendors, and create general ledger entries that can be posted to your general ledger. This seminar covers the initial setup of the Prologue A/P module, vendor and voucher maintenance, vendor payment, and detailed accounts payable reporting. Date/Location: February Scottsdale, AZ March April 8-9 Price: $900 Atlanta, GA Atlanta, GA Prologue Purchase Order and Prologue Requisition NEW This seminar is an introduction to Prologue Purchase Order, Prologue Requisition, and the related functions of Prologue Inventory Manager. It provides detailed procedures for setting up and completing tasks efficiently. It is designed for end users responsible for processing purchase orders, requisitions and other aspects of the procurement process. You will learn how to process and maintain purchase orders and requisitions; manage inventory, carrier services and shipping information. In addition, you will learn how to create entries that can be posted to the general ledger. Date/Location: March 14 Atlanta, GA Price: $450 Sign up for the NEW Prologue Accounts Payable Online Course $500 for a single user, 90 day access (for more information, visit the Learning Center) IPS-Sendero Product Training Schedule 2

4 Prologue Fixed Assets Accounting This seminar is an introduction to Prologue Fixed Assets Accounting is designed for end users. Participants will learn how to maintain fixed assets, run depreciation for the internal book and tax books, and create entries that can be posted to their general ledger. In addition, the seminar will cover the initial setup of the Prologue Fixed Assets Accounting software, fixed assets input, asset classifications, depreciation processing, and detailed fixed assets reporting. CPE Credits: 10 1 ½ days Date/Location: February Scottsdale, AZ Price: $700 Prologue General Ledger NEW This two day seminar provides an in-depth overview of the key functions and features of the Prologue General Ledger (G/L) system. The Prologue G/L module maintains your general ledger accounts, balances, and provides accurate financial reporting to help support business needs. This workshop targets those that will operate the Prologue G/L system on a daily and monthly basis. Featured seminar focus areas include: System administration including: managing users and security access, and defining standard configurations for an existing or new system setup Maintaining the Prologue G/L chart of accounts Importing and exporting transaction and budget information Maintaining and processing accrual, prepaid, and elimination transactions Creating and posting journal entries Maintaining the posting processes which includes batch and real-time posting Daily/Monthly maintenance and processing using unattended processing, which allows you to define and execute posting routines, reporting, database maintenance, and other tasks during off peak hours Comprehensive reporting using system generated reports Creating and generating professional financial reports using the financial report designer Date/Location: October Atlanta, GA Price: $900 Prologue Investment Portfolio Accounting & Fixed Term Liabilities Module Prologue Investment Portfolio Accounting (IPA) This seminar provides an overview of the Prologue IPA system, with emphasis on setting up and maintaining securities, monthly processing and reporting. Class begins with a system overview covering maintenance of portfolio and securities records, processing payments, sell and call trades, cash flow creation, and accounting functions. Through demonstration and practice, participants will learn the product s major functions and reporting capabilities. Topics include factor processing, amortization and accretion, FASB 115 market valuation, and regulatory reporting. CPE Credits: 11 1½ days Date/Location: February Atlanta, GA Fixed Term Liabilities Module This half-day seminar covers setting up fixed term liabilities such as repurchase agreements, advance/borrowings, commercial paper and banker s acceptance. Topics include posting payments, pledging collateral, generating reports, and processing accounting entries. CPE Credits: 4 ½ day Date/Location: February 14 Atlanta, GA Price: Vantage NEW $700 Prologue IPA Only $950 Prologue IPA & Fixed Term Liabilities module $250 - Fixed Term Liabilities module only IPS-Sendero Vantage is the solution for fast, accurate budgeting and planning, reliable management reporting, and asset/liability management. All of these functions are vital to financial institutions. To fully reap the benefits of this solution, you want to get up and running quickly and efficiently. This two day seminar will help you use this flexible tool toward achieving budgeting objectives, reporting, and A/L management analysis with accurate data. Date/Location: March 5-6 Scottsdale, AZ Price: $1,000 IPS-Sendero Product Training Schedule 3

5 Relationship Profitability Manager (RPM) for Administrators and Users This seminar is designed to equip RPM administrators to set-up, maintain, and fully utilize the RPM system. Relationship management, FTP methodology, and product assumptions are covered as key components of profitability. In addition, there is emphasis on the monthly processing cycle including importing data, account balancing, transfer pricing, relationship building, and the calculation process. End user topics include simulating relationship profitability, reporting, and relationship maintenance. Simulation techniques are demonstrated and are useful for the analysis of prospective and existing relationships. The application of these techniques can enhance pricing, marketing, and management decisions. The target audience for this seminar is system administrators, managers, officers, and profitability analysts. CPE Credits: 17 2 ½ days Date/Location: April Atlanta, GA Price: $1,000 Classic Fixed Assets Accounting This is an introduction to the Fixed Assets Accounting system, including company setup, general ledger interface and chart of accounts setup. Attendees will learn the components and general navigation of setting up and maintaining assets. Other topics include processing depreciation, year-end, and mid-quarter conversion. Attendees will practice generating reports, reviewing templates and specifying report criteria. This class will show participants how to create custom reports and export them to a spreadsheet. The participants will also learn how to create the upload file to General Ledger (or their main processor) using Transaction Manager. This seminar will benefit both new and experienced Fixed Assets Accounting users. CPE Credits: 10 1 ½ days Date/Location: March 6-7 Atlanta, GA Classic Accounts Payable This seminar provides detailed instruction on the features and functionality of the Accounts Payable (AP) software. The session will cover reporting measures, maintenance of vendors, chart of accounts, invoices, processing and posting. Training will also address uploading files to General Ledger (or your main processor) using Transaction Manager. This seminar will benefit both new and experienced AP users. CPE Credits: 10 1 ½ days Date/Location: March 4-5 Atlanta, GA Price: $700 A/L & DMS Basic Course for New Modelers This seminar introduces asset/liability management (A/L) theory and shows how A/L software models measure interest rate risk. Attendees will learn how to operate the IPS-Sendero A/L model, its data mapping tool (DMS) and an introduction to instrument level processing (ILP) for higher resolution modeling. This class targets IPS-Sendero A/L end users with little or no experience in A/L management. Minimal or no experience using an asset/liability model Limited knowledge of asset/liability management theory Moderate experience using Microsoft Windows CPE Credits: 24 3 days Date/Location: February 5-7 Scottsdale, AZ April Price: $1,500 Scottsdale, AZ Price: $700 IPS-Sendero Product Training Schedule 4

6 A/L & DMS Basic Course for Experienced Modelers This seminar assumes familiarity with asset liability management (A/L) and other A/L software models. Attendees will learn how to operate the IPS-Sendero A/L model, its data mapping tool (DMS) and an introduction to instrument level processing (ILP) for higher resolution modeling. This seminar targets experienced A/L users who are new to the IPS-Sendero A/L model. Moderate experience using an asset/liability model Moderate knowledge of asset/liability management theory Proficiency with Microsoft Windows software CPE Credits: 24 3 days Date/Location: January Scottsdale, AZ March Atlanta, GA Price: $1,500 Extension of CPE Credits IPS-Sendero is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN Visit NASBA on the web at Cancellation Policy Cancellations made fewer than 14-days before seminars and five days before web seminars are subject to a 50% cancellation fee. Confirmed participants who do not attend their scheduled sessions are liable for a 50% cancellation fee. You may make substitutions at anytime. If a seminar or web seminar is canceled for any reason, IPS-Sendero s liability is limited to the fee only. For questions, please contact the IPS-Sendero training department at , ext. 404 IPS-Sendero Product Training Schedule 5

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