October 7 9, Anaheim, California
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1 October 7 9, Anaheim, California ACCOUNTING/FINANCIAL AC050 Financial Reporting Overview AC101 Overview of General Accounting Features AC131 Voyager Bank Reconciliation AC133 Troubleshooting Bank Reconciliation AC160 Financial Analytics AC165 Segmented Accounting in Voyager 7S AC206 New AP Functions in Voyager 7S AC207 New AR Functions in Voyager 7S AC210 Introduction to Account Trees AC215 Multifamily Management Fees with Cross Entity Trans AC230 Month-End Processing for Residential AC231 Residential GPR Explained AC235 Prepay Setup & Troubleshooting AC237 Month End Tie Outs: AR, Security Deposits, & AP
2 AC241 Voyager 7S Intercompany AC245 Voyager 1099s AC250 Correcting Resident & Tenant Ledgers AC260 Mortgage Accounts Payable AC310 Financial Best Practices in Voyager AC320 GL Allocations AC340 Advanced Account Trees EE120 CHECKscan EE260 Online Payment Processing EE370 Payment Processing Best Practices EP050 Yardi PAYscan Demo EP120 Making the Most of PAYscan Full Service Functionality EP130 Stop Writing Checks: Using ACH Payments EP150 Yardi PAYscan Basics EP175 Purchase Orders EP180 Service Contracts & AP Templates EP310 Yardi PAYscan Master Class EP320 Yardi PAYscan Tip & Tricks ES040 Yardi Marketplace Overview ES070 Voyager VENDORCafé
3 AFFORDABLE AF060 RENTCafé Affordable Roundtable AF100 Spotlight on Affordable AF150-1 Affordable Waiting List: Setup AF150-2 Affordable Waiting List: Workflow AF218 Affordable Letters & Forms with FillDocs: Part 1 AF226-1 Changes to Post Rent & HAP, & Voucher Issues: Part 1 AF226-2 Changes to Post Rent & HAP, & Voucher Issues: Part 2 AF227-1 Repayment Agreements: Setup AF227-2 Repayment Agreements: Workflow Part 1 AF227-3 Repayment Agreements: Workflow Part 2 AF236 Unit Transfers & Gross Rent Changes AF260-1 Affordable Tenant Ledger Clean Up: Part 1 AF260-2 Affordable Tenant Ledger Clean Up: Part 2 AF260-3 Affordable Tenant Ledger Clean Up: Part 3 AF270-1 Tax Credit Best Practices: Part 1 AF270-2 Tax Credit Best Practices: Part 2 AF285 Affordable Tips & Tricks AF290 Affordable Ad Hoc Reporting AF318 Affordable Letters & Forms with FillDocs: Part 2
4 AF330 Developing Affordable Processes & Workflows AF335 Affordable GPR & the GPR Journal Entry AF345 Affordable GPR Troubleshooting AF355 Affordable Waiting List: Import COMMERCIAL CM Commercial New Development Preview & Recap CM040 LOBOS Intelligent HVAC Demo CM045 Energy Solutions for Commercial Properties CM050 Spotlight on Commerical & Investment Management CM110 Basic Lease Administration & Setup CM135 Commercial Month-End Processes CM140 COMMERCIALCafé CM150 Basic Recoveries CM165 Leasing Life Cycle & Commercial Workflows CM171 Commerical LeasingPad: Mobilize Your CRM CM201 Introduction to Voyager 7S CM205 Commercial Best Practices CM230 Advanced Lease Administration CM231 Retial Calculations & Reporting
5 CM240 Orion Business Intelligence for Commercial CM250 Straight Line Rents CM260 Reporting & Other Features CM270 Commerical AdHoc & Utlities CM280 Commerical Upgrades CM290 Commercial Implementation CM340 Advanced COMMERCIALCafé CM350 Advanced Recoveries MARKETING EW160 RENTCafé Resident Services: CRM & Engagement Features EW220 RENTCafé Search Engine Optimization EW235 RENTCafé Social Media Strategy EW236 RENTCafé Reputation Mangement EW130 RENTCafé Property Marketing EW260 RENTCafé Resident Services: Core Functions EW170 RENTCafé Online Leasing EW280 RENTCafé Newest marketing Solutions EW295 RENTCafé Development Update EW320 RENTCafé Advanced Property Marketing & Site Customization
6 EW330 RENTCafé Advanced Online Leasing KT401 LeasingPad CRM, the Next Generation of PopCard KT420 LeasingPad CRM KT430 RENTCafé Connect (Call Center) Best Practices KT610 PopCard Best Practices MODULES MA030 InvestorPlus MA070 Yardi Matrix MA150 Introduction to Yardi Advanced Accounting MA160 Investment Management Reporting and Utilites MA200 Introduction to Investment Management MA215 Investment Management Standard Performance MA310 Advanced Investment Management MA312 Advanced International Features for Investment Management MA315 Investment Management Advanced Performance MB112 Budgeting & Forecasting MB120 Introduction to Advanced Budgeting MB150 New Features in Advanced Budgeting & Valuations
7 MB210 Inroduction to Valuations MB230 Advanced Budgeting & Valuations: Commercial Features MB240 Advanced Budgeting & Valuations: Reforecasting MB270 Voyager 7S Models & Formulas for Advanced Budgeting & Valuations MB280 Advanced Budgeting & Valuations: Forecast Leasing Options MB320 Advanced Valuations MC Construction: New Development Roundtable MC120 Construction Setup MC210 Construction Draws & Receivables MC240 Construction Reporting MC320 Construction Forecasting MG110 Legal Module MI110 Overview of Yardi Inspection MI350 Inspection: New Features & Committee MM Maintenance Roundtable MM112 Voyager Work Orders MM156 Basics of Inventory Control MM157 Basics of Fixed Assets MM210 Maintenance Setup MM320 Advanced Maintenance Functions MM356 Inventory Control: New Features & Committee
8 MM357 Fixed Assets: New Features & Committee MR110 Yardi Concierge MULTIFAMILY EU050 Yardi Energy Solutions Demo EU120 Yardi Energy Solutions: Best Practices RM101 Spotlight on Multifamily RM020 Yardi RENTmaximizer RM040 Yardi Resident Screening Introduction RM070 Yardi Matrix RM101 The Resident Lifecycle: Prospect to Past RM116 Prospect Guest Card & Leasing Workflow RM117 Streamlining Rental Rates RM130 LeasingPad CRM RM160 ResidentShield Renters Insurance RM201 Introduction to Voyager 7S RM210 Getting the Most out of RENTmaximizer RM220 Residential Analytics RM225 Lease Renewals
9 RM230 Move Ins & Transfers RM235 Move Out Process RM240 Property Takeover & Conversion RM250 Orion Business Intelligence for Residential RM260 Yardi Resident Screening best Practices RM315 Late Fees RM340 Residential Best Practices PHA PH010 Spotlight on PHA PH040-1 Introduction to RENTCafé PHA: Part 1 PH040-2 Introduction to RENTCafé PHA: Part 2 PH135 VMS PH150 Unit Transfers PH201 PHA Overview & Planning for Voyager 7S PH202 Case Tracking PH218 AdHoc.NET & FillDocs for PHA PH227 PHA Audit Reports & How to Correct the Data PH256 RAD: Public Housing and Mod Rehab Conversion to PBVs PH290 PHA Potpourri
10 PH325 PHA Portability Finance Management PH340 PHA Schema PH345 Public Housing Demographics PANEL DISCUSSIONS PN130 The Voyager 7S Conversion Experience: Before, During, & After PN160 Tips & Real Life Experiences with Advanced Budgeting & Forecasting PN170 The Inside Scoop on Advanced Maintenance PN180 Using RENTCafé: Insider Tips & Client Insights PN210 Client Insight on Revenue Management Functionality PN320 The Orion BI Experience: A User Perspective PN340 Saving Time and Money with Procure to Pay PN360 Making the Most of Your Virtual Training PEER ROUNDTABLES RT150 Training Roundtable RT160 Documentation Roundtable RT165 Driving Process Change RT175 Social Media Roundtable
11 RT220 Planning for a Successful Implementation RT270 Shortening the Commercial Leasing Lifecyle RT340 REIT Roundtable RT420 Instructional Design Roundtable RT430 Managing Tenant Risk RT440 Integrating Existing & New Modules REPORTING RE050 Reporting Panel RE060 Yardi Spreadsheet Reporting Overview RE110 Basics of Database Schema & SQL RE160 Correspondence for Commercial RE161 Correspondence for Residential RE170 Introduction to Custom Financial Analytics RE180 SSRS Basics for Non-Developers RE220 Populating & Reporting on Standard Performance Tables RE240 YSL.Net & YSL Classic RE250 Using YSR for Custom Analytics RE261 Residential Tenant Letters, Notices, & Leases RE270 Intermediate Custom Financial Analytics
12 RE340 Advanced YSL RE360 Customizing Orion Business Intelligence RE370 Advanced Custom Financial Analytics RE405 Reporting Comparison between YSR and SSRS RE505 SQL Scripting RE540 Yardi Spreadsheet Reporting Technical Session RE560 FillDocs RE565 FillDocs Enhancements RE570 Composite Correspondence RE575 Transitioning from Crystal to SSRS & YSR RE580 SSRS Basics for Developers RE680 Advanced SSRS Features TECHNOLOGY TE020 Yardi Cloud Services TE130 Basic Voyager Menu Security TE140 Property Attributes and Dynamic Property Lists TE170 New Client Central TE180 User-Defined Fields and Custom Tables in Voyager 7S TE210 Voyager Configuration
13 TE215 System Administration Toolbox TE230 Transaction & Budgets Import/Export TE240 Report Runner (Conductor.NET) TE245 Automated Tasks & Notifications TE250 Workflows & Workflow Notifications TE310 Advanced Voyager Menu Security TE335 Advanced SQL Scripting TE360 Voyager Standard Interfaces Overview elearning el040 Yardi elearning el140 Course Authoring Tools in Yardi elearning el145 Administration Options in Yardi elearning el160 Managing Instructor-Led Events in Yardi elearning el210 Custom Roles and Permissions in Yardi elearning el340 Advanced Course Authoring Tools in Yardi elearning
14 VERTICAL MARKETS AS050 Voyager Condo, Co-op, & HOA Demo AS130 CONDOCafé AS260 Client to Client: Association Manager Training IN100 International Product Overview SF055 Single Family Homes: New Features and Committee SF155 Voyager Single Family Homes & RENTCafé Basics SN050 Senior Living Roundtable SN101 Senior Living: Voyager 7S New Features SN145 Senior CRM SN155 RENTCafé Senior Living SN260 Senior Living: Migrating to Yardi EHR SN270 Senior Living: Yardi EHR Advanced Capabilities SS050 Yardi Products for Self Storage ST101 Student Housing: New Features & Committee ST120 Voyager Student Housing & RENTCafé Student Housing Basics
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