September 13 15, San Diego, CA

Transcription

1 September 13 15, San Diego, CA

2 Acconting Finance AC050 AC131 Financial Reporting Overview This corse is an overview of financial reporting options available in Voyager. After a brief presentation of each tool, we will open the corse to a qestion and answer session geared towards helping sers streamline financial reporting. Voyager Bank Reconciliation Learn how Voyager helps make the bank reconciliation process easier. This corse will cover bank accont setp, bank reconciliation featres, processes, reports, and trobleshooting. AC165 AC210 Segmented Acconting in Voyager 7S Have yo been looking for a way to create financial reports that reflect more detail withot adding GL acconts to yor Chart of Acconts? If so, GL segments may jst be for yo and yor company! Yo can se GL segments to record and store GL data in categories, which allows yo to create financial reports with more detail than ever before. Introdction to Accont Trees Accont trees are powerfl financial reporting tools that enable yo to determine the format and description of yor GL acconts at rn time. Discover how this featre can save yo time by streamlining and cstomizing yor report writing processes. AC133 AC160 Trobleshooting Bank Reconciliation Learn the trobleshooting basics of the Bank Reconciliation featre in Voyager. We'll review the Bank Reconciliation Exception report and discss the correct procedre regarding when and how to create adjstments. We'll also discss when the Check Book Maintenance and the Unpost Bank Reconciliation fnctions are appropriate to se, and examine the importance of the Merge Deposit fnction in the Bank Reconciliation process. Financial Analytics Voyager contains powerfl reporting tools to view financial data in a variety of ways. In this corse, we will review how to obtain overview and detailed reports; break down financials by GL segments, property attribtes, accont trees, and GL books; and export reports to PDF and Excel with the click of a btton. We will also cover enhanced reports with data marts and bilt-in real-time qery optimization, and how to drop reports on an exective dashboard for a top-down view of yor portfolio. AC215 Atomating Management Fees AC230 Explore Voyager's Management Fee fnctionality and the enhancements it offers over the Pay Commission fnctionality. Learn how to let Voyager track and calclate yor management fees, create payables on a recrring basis, and learn abot new fnctionality that enables yo to book AR on yor corporate books for the pending income. Month-End Processing for Residential Attend this corse to master the tools yo need to properly complete an Acconting Month-End (AME) closre. Yo will learn the steps necessary to ensre accrate financial position reporting, look over sample AME checklists, and have an opportnity to reevalate yor own month-end procedres. Icon Legend BASIC INTERMEDIATE Knowledge of the program or sbject matter covered in the corse is recommended before attending these sessions. ADVANCED In-depth knowledge of the program or sbject matter covered in the corse is recommended before attending these sessions. TARGETED FOR USERS z TARGETED FOR EXECUTIVES SALES DEMONSTRATION INDUSTRY INFORMATION FOCUS GROUP NEW COURSE UPDATED COURSE 1

3 Acconting AC231 AC237 Residential GPR Explained This corse explains the setp and intricacies of the Gross Potential Rent (GPR) report and Post GPR Jornal Entry fnction, and reviews corresponding effects on the general ledger. Learn how to trobleshoot GPR tie-ot isses and gain knowledge that will ensre accrate reporting of yor financial position. Month-End Tie-Ots: AR, Secrity Deposits, & AP Month-end is a hectic time for acconting. In this class, learn some sefl tips and trobleshooting tools to help complete month-end tasks. AC340 Advanced Accont Trees This corse will enhance the skills acqired in the Introdction to Accont Trees corse (AC210). In this spplemental class, attendees will learn how to set p more complicated accont trees to create more detailed financial statements. The instrctor will also demonstrate how to alter the appearance and totaling of financial statements to accommodate yor organization's niqe reporting reqirements. Cash Management AC241 Voyager 7S Intercompany Learn abot the intercompany fnctionality in Voyager 7S, which tracks each relationship with a segment. This incldes how to set p Voyager 7S-style intercompany, how to create intercompany transactions with this setp, and intercompany reporting. It is recommended that yo have a basic nderstanding of segments before taking this class. EE120 CHECKscan This corse covers the basic featres of Yardi CHECKscan, inclding the standalone CHECKscan Windows application, check scanning, and tenant association. It will also cover the basics of daily rotines, inclding checking the Collect Dashboard for any NSF and retrned items, as well as the Collect Processor report for the daily transmission of fnds. AC245 AC250 AC260 Voyager 1099s This corse will review how to generate 1099s and the appropriate flags to set to create the records for 1099 reporting. The instrctor will review general setp for Voyager 1099 fnctionality. Correcting Resident & Tenant Ledgers Accrate resident and tenant ledgers are essential for sccessfl property management. Attend this corse to ensre the accracy of yor books and tie-ot process. We will show how to identify and correct errors in resident and tenant ledger balances and spot inconsistencies between ledger and receivable reports. This corse does not cover content relevant to HAP or other specialized ledgers. Mortgage Acconts Payable The Mortgage Acconts Payable fnctionality in Voyager enables property managers to organize, manage, and report on mortgages held by third parties. This corse will demonstrate methods of defining a mortgage and the system's ability to amortize a payment, schedle it, and post it throgh to the general ledger. We will address the spport of mltiple escrow line-item payments, optional extra payments to principal, and balloon payments. Topics will also inclde assigning payables to GL segments, key reports, and the mortgage projection calclator. EE260 EE280 EE370 Online Payment Processing This corse will focs on one-time ACH and credit card payments made throgh RENTCafé. We will demonstrate the process of making payments online, pls show how they are reflected on the ledger in Voyager and the resident services accont. This corse will also briefly cover the sign-p process for recrring payments in RENTCafé. We'll finish p by reviewing daily procedres and reporting. Recrring Payments This corse will focs on or new recrring payment system, Payment Manager. We will cover the varios setp options available within Payment Manager and how residents can be signed p for recrring payments in RENTCafé and Voyager. It will demonstrate the monthly recrring process and go into related reports and best practices when sing atomated recrring payments. Payment Processing Best Practices This corse will cover Yardi CHECKscan, ACH, credit and debit card, tenant-based fees, and review featres bilt into Yardi software to help optimize ser efficiency and accracy. Join s to learn abot best practices for bank reconciliation, administrative fnctions, fnds reporting, as well as other topics related to processing payments. AC320 GL Allocations Learn how to se the general ledger tool in Voyager to increase yor efficiency when allocating income and expenses from sorce properties/entities to mltiple target properties/entities. Discover how Voyager atomatically calclates and splits allocations, and creates jornal entries based on the percentages that the ser specifies. 2

4 Acconting Procrement EP040 EP050 Bill Pay Overview Attend this session to see how Yardi can be yor bill-pay service with a new addition to yor core Voyager fnctionality: Yardi Bill Pay. With Bill Pay, Yardi facilitates making payments to yor vendors, owners, and tenants via physical checks, credit card, wire transfer, and ACH. Procre to Pay Demo This corse provides an overview of Yardi's Procre to Pay soltion with emphasis on invoice processing, approvals, and payments. Within this system, Yardi PAYscan delivers consistent policies, eliminates paper invoices, and facilitates electronic invoicing. Come see the fll transaction lifecycle, from PO to invoice to payment. If yo're looking for ways to improve yor AP process, this class is for yo! EP100 New Featres Update: Yardi Procre to Pay Learn abot new featres in the Yardi Procre to Pay set of prodcts. This corse reviews new key featres of Yardi PAYscan, Yardi Marketplace, VENDORCafé, and mobile offerings. This corse is intended for existing PAYscan and Procre to Pay sers. EP320 ES040 take to approve an invoice? How many individals mst review an invoice before it is approved for payment? To what extent are prchase orders sed? Can speed and accracy go together? The answer is YES by the way. See how yo stack p against yor peers and how to improve yor company's operational performance. Yardi PAYscan Tips & Tricks If yo are a PAYscan administrator, attend this session to learn tips and tricks to increase yor AP department's efficiency. We will cover shortcts to move items throgh approval workflows more qickly, accomplish tasks with fewer mose clicks, and set p the configrations that will help the program better anticipate yor sers' choices. Yardi Procre to Pay: Marketplace Overview This corse provides an overview of Yardi's off-theshelf procrement catalog, featring national partners sch as The Home Depot, Grainger, Staples, and others. This class addresses how to create prchase orders from the electronic catalog. Procre to Pay flly atomates the entire AP process, from prchasing to invoice processing to payable creation, with flly cstomizable, role-based approval workflows. If yo are interested in improving the efficiency of yor procrement processes, this class is for yo! EP150 PAYscan Basics Yardi PAYscan delivers consistent policies, eliminates the physical movement of paper, and facilitates electronic invoicing. View the fll transaction lifecycle, from converting yor paper invoices into electronic invoices, to approval and posting. Learn how to track, review, and process yor invoices sing PAYscan dashboards, the PAYscan mobile app, and PAYscan on the VoyagerPls platform. ES070 Yardi Procre to Pay: VENDORCafé Overview Learn how VENDORCafé provides a one-stop shop for better vendor management. Pay vendors faster, redce the need for paper, ct costs, and get better reslts with VENDORCafé online vendor management. Discover how to atomate yor onboarding process and proactively assess vendor risk across yor portfolio. EP155 Procre to Pay and PAYscan for the VoyagerPls Platform A new version of Yardi PAYscan is now available for Yardi Procre to Pay on the VoyagerPls platform. This free add-on provides a streamlined PAYscan ser experience and offers featres like cstomizable dashboards, a simple ser interface, and crossbrowser compatibility. PAYscan on VoyagerPls will improve yor efficiency and experience of the Procre to Pay prodcts. Attend this class to see a demo of what PAYscan will offer and how yo can best se this new prodct to yor advantage. EP220* Yardi PAYscan Performance Metrics and Operations Analysis With over seven years of prodct history and over 1,200 clients, the PAYscan AP database contains a wealth of indstry information. We have mined this data, analyzed smmary statistics, and are ready to share the reslts with or sers. How many invoice approval workflows does a typical organization employ? How long does it Affordable Hosing AF060 AF100 RENTCafé Affordable Hosing Rondtable RENTCafé Affordable Hosing provides extended resident and prospect portal featres to affordable hosing providers, residents, and applicants. Join a discssion with yor peers to learn how this prodct helps improve the prospect and resident experience while redcing the cost of compliance. [50059, Tax Credit] Spotlight on Affordable Hosing Join s for a discssion of recent and pcoming prodct changes. This session will be a great fondation for the other affordable hosing corses offered at YASC. We will highlight important featres to be aware of that cold help streamline yor organization's processes. [All Sbsidy Types] 3

5 Affordable Hosing AF112* New Featres Update: RENTCafé Affordable Hosing RENTCafé Affordable Hosing contines to evolve. Join s as we discss the pdated property manager dashboard, new options for leases, signatre enhancements, and waiting list featres. [All Sbsidy Types] AF115* RENTCafé Affordable Hosing Applicant Workflow AF135 Interested in atomating yor compliance interviews or allowing prospects to complete applications conveniently from anywhere? Check ot this overview of RENTCafé Affordable Hosing from the applicants' point of view. Learn jst how easy accrate compliance interviews have become! [All Sbsidy Types] RENTCafé Affordable Hosing Site Manager This corse will explore and demonstrate the featres and work processes designed to manage online applications. From initial applications to annal recertifications, yo will see how the RENTCafé Affordable Hosing experience seamlessly ties into yor Voyager program. [All Sbsidy Types] AF150-1 Affordable Hosing Waiting List: Setp Learn to set p and se the Affordable Hosing waiting list. Corse topics inclde basic setp and sage, preference setting, waiting list reporting, applicant selection, as well as applicant record logs and pdates. We will also demonstrate sefl tools to help import a waiting list into Voyager. [All Sbsidy Types] (Part one of a two-part class) AF150-2 Affordable Hosing Waiting List: Workflow AF201 AF202 Learn how to get the most ot of yor waiting list. This class covers the day-to-day se of the waiting list, waiting list reports, and handling mltiple waiting list reqirements for a single property. We will also discss trobleshooting common isses. [All Sbsidy Types] (Part two of a two-part class) Affordable Hosing Best Practices In this corse we will share the best practices or spport teams have discovered while working with or clients over the years. We will discss the tools within Voyager to help yor company be more efficient and effective. [All Sbsidy Types] Introdction to Local Programs Managing mltiple compliance programs on a property can be challenging, especially when state, city, and local programs are added to the mix. Join s as we preview a new addition to Voyager Affordable Hosing known as Local Programs. In this session we will explore how to manage an nlimited nmber of AF218 compliance programs with conflicting rles, income, and rent limits. Learn how to set p and administer local programs inclding establishing income and rent limits on a program-by-program or nit-by-nit basis. Discover how applicants are determined qalified or nqalified for any compliance program mix. We will also be looking for yor insights and inpt as we bring this new addition to market. [Local Programs] Introdction to Affordable Hosing Letters & Forms with FillDocs Use Word to create, cstomize, and fill letters, notices, leases, and other compliance-related correspondence. In this introdctory class yo will learn the basics of creating a Word template file for verification letters and notices, the se of tokens to pll data from Voyager, and how to find lists of pre-defined tokens. [All Sbsidy Types] AF227-1 Repayment Agreements Part 1: Setp As TRACS 203A goes live, HUD now reqires that every repayment agreement and its stats be reported to TRACS each month. This means that all repayment agreements mst be managed in TRACS software (Voyager). This three-part corse discsses the crrent state of repayment agreements and demonstrates how repayment agreements are made mch easier with the Repayment Agreement featre in Voyager Affordable Hosing. This featre allows sers to track repayment agreements and associated expenses, and atomates monitoring and forwarding collections to HUD. We will also discss changes in repayment processing as a reslt of TRACS 203A changes. This corse is the first of three sessions over which we will review repayment agreement setp, workflows, and trobleshooting. [50059] (Part one of a three-part class) AF227-2 Repayment Agreements Part 2: Workflow As TRACS 203A goes live, HUD now reqires that every repayment agreement and its stats be reported to TRACS each month. This means that all repayment agreements mst be managed in TRACS software (Voyager). This three-part corse discsses the crrent state of repayment agreements and demonstrates how repayment agreements are made mch easier with the Repayment Agreement featre in Voyager Affordable Hosing. This featre allows sers to track repayment agreements and associated expenses, and atomates monitoring and forwarding collections to HUD. We will also discss changes in repayment processing as a reslt of TRACS 203A changes. This corse is the second of three sessions over which we will review repayment agreement setp, workflows, and trobleshooting. [50059] (Part two of a three-part class) 4

6 Affordable Hosing AF227-3 Repayment Agreements Part 3: Trobleshooting AF231 AF236 As TRACS 203A goes live, HUD now reqires that every repayment agreement and its stats be reported to TRACS each month. This means that all repayment agreements mst be managed in TRACS software (Voyager). This three-part corse discsses the crrent state of repayment agreements and demonstrates how repayment agreements are made mch easier with the Repayment Agreement featre in Voyager Affordable Hosing. This featre allows sers to track repayment agreements and associated expenses, and atomates monitoring and forwarding collections to HUD. We will also discss changes in repayment processing as a reslt of TRACS 203A changes. This corse is the third of three sessions over which we will review repayment agreement setp, workflows, and trobleshooting. [50059] (Part three of a three-part class) Converting to TRACS 203A TRACS will release version 203A this year. In this class we will discss how the new TRACS version may impact yor policies and procedres as well as affect the way yo interact with Voyager Affordable Hosing. There will be some changes throghot Voyager; this is a way to get familiar with them to make yor life easier dring the transition. [50059] Unit Transfers & Gross Rent Changes Unit transfers are not always straightforward and correcting mistakes can be challenging. This session will discss best practices for the nit transfer process. We will cover proper sage of the fnction, recommended configration, and tips to avoid mistakes. We will also explore the proper way to correct mistakes when they do occr. [All Sbsidy Types] AF240 Best Practices for Vochers Learn to detect and resolve common isses that arise dring the creation and sbmission of HAP and TRACS vochers. We will discss common and not-so-common isses, their resoltion, and prevention. [50059] AF260-1* Affordable Hosing Acconting Part 1: Setp Proper setp of Voyager affordable hosing acconts is critical to the efficient and effective se of Voyager Affordable Hosing. Attend this corse to review the best practices setp of affordable hosing acconts and how these acconts will affect financials. Yo will learn how to set p the affordable hosing general ledger acconts, inclding the sspense accont, and where to map this information to ensre that monthly activity reflects correctly on financials. [All Sbsidy Types] (Part one of a for-part series) AF260-2 Affordable Hosing Acconting Part 2: Monthly Procedres Proper monthly procedres can help optimize the performance of Voyager Affordable Hosing. Attend this corse to learn more abot different Voyager options that can enhance monthly processes at affordable properties. Yo will learn how to se tools for correcting resident ledgers when data entry mistakes occr or when retroactive sbsidy adjstments are needed. [All Sbsidy Types] (Part two of a for-part series) AF260-3* Affordable Hosing Acconting Part 3: Reports Voyager Affordable Hosing receivable reports are designed to reflect the financial condition of affordable hosing properties. Attend this corse to learn abot affordable hosing receivable reporting options available in Voyager. Yo will learn abot affordable hosing receivable reports and how they differ from residential reports. The corse also provides an overview of the monthly tie-ot process between the sb-ledger and general ledger for affordable hosing properties, inclding a review tool available to trobleshoot tie-ot isses. [All Sbsidy Types] (Part three of a for-part series) AF260-4 Affordable Hosing Acconting Part 4: Trobleshooting Accrate resident ledgers are essential for sccessfl property management. Learn how to ensre the accracy of yor resident ledgers. The corse focses on handling sbsidy charges and payments. Yo will also learn how to se the affordable hosing acconting exceptions report for identifying and correcting errors in resident ledgers and inconsistencies between ledgers and receivable reports. [All Sbsidy Types] (Part for of a for-part series) AF270-1 Tax Credit Best Practices Part 1: Setp This corse discsses best practices and setp of tax credit properties within Voyager Affordable Hosing. Learn abot recertification waiver implementation, rent restrictions that differ from income restrictions, the new Tax Credit Rent Change fnction for tility allowances, and discss necessary monthly and annal tasks that ensre contined compliance. [Tax Credit] (Part one of a two-part class) AF270-2 Tax Credit Best Practices Part 2: Procedres This is a contination corse of AF270-1, covering Tax Credit workflow best practices and property setp within Voyager Affordable Hosing. This class will frther discss maintaining compliance throgh the se of the compliance monitor, NAUR toolbox, and available tax credit-specific reports inclding state PSR reports and other online state reporting. [Tax Credit] (Part two of a two-part class) 5

7 Affordable Hosing AF280* Rental Assistance Demonstration (RAD) Since its introdction with TRACS 202D, the Rental Assistance Demo (RAD) program has grown to incorporate conversions from Rent Sp, RAP, and Mod Rehab sbsidy types. In addition, HUD has changed phase-in rles and has introdced the concept of negative HAP. Join s for a discssion of these and other items as we explore RAD changes in TRACS 203A. We will talk abot conversion scenarios and the se of new miscellaneos acconting reqests codes to be sed for zeroing first year vochers, billing for nit rehabilitations, and recovering negative HAP. [50059] AF287* RENTCafé Affordable Hosing Site Manager: Admin Tools AF290 This corse will cover advanced topics and featres crrently available in RENTCafé Affordable Hosing. Join s to get an overview of niqe tools and reports to enhance yor property manager, resident, and applicant experience. [All Sbsidy Types] Affordable Hosing Ad Hoc Reporting One of the lesser-known and -sed featres of Voyager Affordable Hosing is its ad-hoc reporting capabilities. This corse will introdce Affordable Hosing Ad Hoc Reporting and explore varios ways to craft reports for those nsal sitations that lie otside the capabilities of standard reports. [All Sbsidy Types] AF291* Understanding Affordable Hosing Analytic Reports AF318 AF900 z Join s for a deep dive into some of the poplar compliance reports available in affordable hosing analytics, specifically inclding certification listing, max rent adit, nit mapping, and wait list. [All Sbsidy Types] Advanced Affordable Hosing Letters & Forms with FillDocs Use Word to create, cstomize, and fill letters, notices, leases, and other compliance-related correspondence. In this advanced class yo will learn how to set p yor Tax Credit Lease, combine many separate docments into a single report package, as well as additional advanced featres available sing FillDocs. [All Sbsidy Types] (This corse is a follow-p to AF218) The MAT Gide While all affordable hosing property managers are familiar with the HUD Handbook , most property managers are not familiar with the Monthly Activity Transmission (MAT) Gide. Sometimes called the TRACS Gide, this resorce provides yo with detailed explanations abot certification and vocher rles - it's not all technical mmbo jmbo. Join s to review this important resorce. AF903 z Ftre Changes to HUD Occpancy The FAST Act, the Streamlining Final Rle, HOTMA, and other ftre changes will affect HUD occpancy in major ways over the next one to two years. Join s to discss changes that have already been passed by congress and proposed changes that will affect day-to-day processes. AF950-1 EIV Income Discrepancies: Part 1 z Many property management professionals still strggle to nderstand the EIV Income Discrepancies. Join s to learn more abot this important isse. (Part one of a two-part class) AF950-2 EIV Income Discrepancies: Part 2 z Many property management professionals still strggle to nderstand the EIV Income Discrepancies. Join s to learn more abot this important isse. (Part two of a two-part class) AF970-1 HUD's Annal Certification Process z Join Mary Ross for an p-to-date discssion of the AR process. This class is designed to help yo review yor crrent process and to discss possible changes. We will discss HUD's reqirements and discss real-world challenges. AF970-2 HUD's Interim Certification Process z VAUG Commercial This class incldes a review of the IR process, inclding how to handle challenging scenarios sch as residents who do not receive income throghot the year (e.g., teachers), and residents who reqest mltiple interim certifications dring the year becase of freqent changes in employment or income. Learn abot certification options available to yo and discss ideas to redce the nmber of IRs created dring the year. Voyager Affordable User Grop The Voyager Affordable User Grop is a form where sers can network, train, and share practices across the compliance indstry. Join or sbjectmatter experts and indstry leaders for discssions centered arond the compliance indstry and the Voyager Affordable Hosing prodct. CM030* COMMERCIALCafé Tenant Portal: Introdction COMMERCIALCafé Tenant Portal is yor company's online tenant services portal. Explore how yo can provide tenants with best-in-class services 24/7 throgh access to online payments, tenant statements, maintenance reqests, sales data entry, and other service offerings. 6

8 Commercial CM050 Spotlight on Commercial & Investment Management Join this corse to learn abot the Yardi Commercial Site, designed to help redce bsiness cycle times and drive workforce efficiency. This corse provides a brief introdction to Yardi Advanced Bdgeting & Forecasting, Yardi Deal Manager, Orion Bsiness Intelligence, COMMERCIALCafé, and Procre to Pay. We will also discss the prodct roadmap for Investment Management, which incldes InvestorPls and Investor Portal. CM061* COMMERCIALCafé Marketing: Introdction COMMERCIALCafé is yor centralized platform to display and market yor properties. Explore the many featres of this soltion, inclding having yor own centralized listing repository with secre access for internal and external brokers, atomated distribtion of listings to top marketplaces, and creating a beatifl, modern web presence easily and affordably. CM063* Deal Manager: Introdction Yardi Deal Manager centralizes deal entry, tracking, and approvals in one simple-to-se soltion for brokers and asset managers. Ideal for office and indstrial clients, Deal Manager significantly improves the workflow of internal and external brokers, while providing enhanced deal pipeline visibility to asset managers. This class will explore the soltion's featres and the benefits it can provide. CM065* Deal Manager: Development Rondtable Case stdies from existing clients will highlight how leasing agents and asset managers are closing deals faster on Deal Manager. Learn abot ftre prodct direction and participate in the conversation. CM070 Yardi Matrix for Commercial This corse covers the se of Yardi Matrix as a decisionspport tool that facilitates commercial investment transactions by proactively identifying acqisition and new development candidates. Learn how or mapping technology enables yo to visalize both the geography and yor investment criteria. See how loan matrity information, detailed tenant information and available space, sales comps, expense comps, estimated valations, and poplation of an acqisition model enable yo to find the needle in the haystack and avoid nprodctive time prsing incompatible deals. CM100 New Featres Update: Voyager Commercial This corse is a review of the most important new featres in the past 6-12 months and a preview of pcoming changes in the next year to core Voyager 7S Commercial. CM110 Basic Lease Administration & Setp Explore the commercial lease management fnctionality in Voyager and discover how easy it is to set p properties, bildings, floors, and nits, as well as cstomers, leases, amendments, and other options. We will review the system's niqe commercial view and leasing workflow, and attendees will walk away familiar with the setp fndamentals necessary to flly tilize system featres. CM135 Commercial Month-End Processes This corse will provide a review of monthend processes recommended for Voyager Commercial sers, inclding financial reporting and tie-ot, applying credits, commercial billing, management fees, closing the period, and more. CM140 COMMERCIALCafé Tenant Portal: Advanced Featres Learn how to deploy the COMMERCIALCafé Tenant Portal web app and the new tenant mobile app to yor cstomers. Advanced featres to be covered inclde: payment processing and adding and removing featres like concierge, notifications, docments, sales entry and more. CM150 Commercial Recoveries: Introdction & Setp Join this corse to learn how the Voyager recovery toolset helps sers accrately process CAM recoveries. The instrctor will review recovery reconciliations and tenant charge schedle adjstments sing or intitive toolset and straightforward reconciliation fnction. CM180* Tax & Insrance The Tax and Insrance fnction of Yardi Voyager allows yo to track information abot tax parcels and insrance policies related to properties, vendors, cstomers, owners, and leases. Tax and Insrance helps yo manage yor responsibilities and ensre that all tax liabilities are paid and all insrance policies are p-to-date. CM205* Commercial Best Practices Get the most ot of yor Voyager Commercial experience by tilizing best practices recommended by or Professional Services Grop. Topics inclde commercial analytics, tasks and notification atomation, report packets, cstom tables, ad hoc reports, and more. CM230 Advanced Lease Administration Learn how to manage long-term leases in yor database with lease administration in Voyager. This corse will cover advanced administration tools for modifying, expanding, contracting, renewing, and re-measring. CM231 Yardi's Retail Soltions: Introdction Learn how to manage long-term retail leases in yor database with lease administration in Voyager. This corse will teach yo how to set 7

9 Commercial p the retail system, track tenant retail sales, and charge overage (percentage) rents. CM240 Orion Bsiness Intelligence for Commercial: Introdction Discover how Orion Bsiness Intelligence provides a browser-based bsiness intelligence platform to report on yor entire portfolio. This corse will introdce the Orion Bsiness Intelligence platform bilt from yor Voyager database. Topics covered inclde: interactive and configrable dashboards that show key performance indicators, history, trending, and the se of Excel to create yor own cstom bsiness intelligence reports. CM250 Straight-Line Rents Learn how to implement FASB 13 and atomate straight-lining of rents in Voyager Commercial. This corse will cover featres associated with basic configration, calclation of amortization schedle, jornal entries, and reporting. Topics inclde best practices for scenarios sch as setting p a lease that has been straight-lined in another system, early renewals, early terminations, retroactive amendments, and optional parameters for cstom reqirements. CM263* Deal Manager: Advanced Topics Yardi Deal Manager centralizes deal entry, tracking, and approvals in one simple-to-se soltion for brokers and asset managers. This software is ideal for office and indstrial clients. Learn more abot how this new modle interacts with Yardi Leasing Manager (formerly Commercial LeasingPad) and Voyager to simplify the legal and lease administration process. CM305 Commercial Best Practices: Additional Topics Get even more ot of yor Voyager Commercial experience by tilizing best practices for special cases recommended by or Professional Services Grop. Topics will inclde mixed-se property setp, attribtes, GL segments, creative ses for Yardi leases, management fees, correspondence, and more. CM331 Yardi's Retail Soltions: Advanced Topics This class will provide in-depth training on the powerfl retail percentage rent calclations in Voyager, along with a review of retail sales reporting and other key retail featres for malls, strip centers, and specialty and small shop managers. CM341 Orion Bsiness Intelligence for Commercial: Advanced Topics Discover how Yardi Orion Bsiness Intelligence can be tailored to deliver the specific metrics yo need to track to improve and grow yor bsiness. Learn how to integrate cstom data into Orion Bsiness Intelligence, bild cstom metrics, and explore other cstomization techniqes throgh specific examples for the commercial market. We will walk yo throgh how to identify bsiness needs, define necessary metrics, and bild soltions sing the toolset within Orion Bsiness Intelligence. CM350 Commercial Recoveries: Complex Featres This corse covers the more complex recovery scenarios sch as segmented recoveries, cstom denominators, cap/min, recovery-by-nit, periodic (non-annal) recoveries, gross-ps, anchor dedctions, and recovery accral. CM355 Commercial Recoveries: Design Strategies for Conventional and Advanced Recoveries Learn how to set p the simplest CAM expense pools imaginable, inclding the NEW advanced recoveries expense pools (a.k.a. cost distribtion)! This session will discss strategic options for expense pools' setp, how to help standardize sage portfolio-wide, and docment policies and procedres when sing Voyager's CAM modle. The corse incldes a discssion of the pros and cons of conventional vs. advanced recoveries. CM360* Lessee Acconting: ASC 842 & IFRS 16 Acconting Standards elearning elfg el040 New ASC (842) and IFRS (16) rles take effect at the end of These rles may affect yor corporate leases and how they are booked on yor financials. This incldes amortizing/depreciating yor corporate leases on the balance sheet. Both ASC and IFRS allow for early adoption. Join s to learn more abot these new rles and see how Yardi Voyager will handle the new rles. Development Rondtable: Yardi elearning Whether yo are new to Yardi elearning or an experienced power ser, yor ideas and opinions are extremely valable for the sccess of or ftre platform and content development. We are devoting some time dring the conference to hear how yo are sing the elearning platform to spport yor training initiatives. We'd also like to hear what aspects of the program yo'd like to see s develop frther. Or rondtable discssion spans two sessions so yo can pop in, say hello, and share yor ideas in person before leaving the conference! Yardi elearning: Introdction Find ot how Yardi elearning can improve yor training program by bringing together flly cstomizable Yardi software training with critical indstry-specific topics, from fair hosing compliance and safety corses to preventing sexal harassment and diversity training. Yardi's five-in-one tool combines the accontability, reporting, and efficiencies of a learning management system with a complete athoring toolset, graphics 8

10 elearning el140 el160 editor, file storage center, and event and webinar management system. Connect yor niversity with HR systems and additional programs to flly atomate yor training for all onboarding and contined edcation. Elevate learning, save time, redce errors, and improve training efficiency with Yardi elearning. Rapid Content Creation in Yardi elearning Maximize yor training ROI by flly tilizing the Yardi elearning soltion. Discover how easy it is to qickly develop corses on a variety of topics or modify corses from Yardi's catalog to meet yor training initiatives. In this one-hor athoring challenge, we will take an internal policy docment and trn it into an elearning corse that featres engaging stdent interactions, a fll procedral ttorial, qiz qestions, and a final exam, all in a clean, modern look. Maximizing Effectiveness of Instrctor-Led Training in Yardi elearning Maximize the effectiveness of all yor live events, whether they are delivered in-person or over the web sing Yardi elearning. Import yor webinars from Citrix, Cisco, or Adobe to streamline meeting management tasks sch as meeting setp, registration, pre-event handot distribtion, and attendance tracking. Add online tests that are distribted to all attendees at the conclsion of the event to captre knowledge retention and reinforce key learning objectives. We'll walk throgh the event process from creation to closing attendance! el180* Creating an Effective & Sstainable Training Program with Yardi elearning Getting the most ot of yor employees means investing in yor training program. Leverage Yardi elearning to set them p for sccess. Learn how to design effective and sstainable training programs that start with solid learning goals and deliver crriclm sing flly atomated learning paths that gide yor learners throgh material over time. With Yardi elearning's stdent notifications and atomated reporting, yo and yor learners will always be p to speed. Identify and eliminate costly skill gaps by designing strategic cstom training delivered throgh a highly cstomizable elearning soltion. el190* Crating a Complete Training Resorce Center in Yardi elearning Pll together all of yor HR, IT, and bsiness forms in a centralized, searchable location. Yardi elearning Resorces allows administrators to crate relevant content from a variety of sorces and deliver it to specific grops of sers that need it most. Deliver docments, embed third party social media tools, host digital content, market srveys, or link ot to other websites. We'll take a look at all of these options and look at how to set them p in yor Yardi elearning University. el195* el240 Tracking Learner Data & Organizational Trends with Yardi elearning Reports From individal test scores to qarterly trend analysis, Yardi elearning reports will help yo gain insight into yor learner activity. In this class, we'll take a look at the different levels of reporting. Individal performance reports, test scores, past de reports, and general activity reports is jst a start. We'll also take a deeper look at some sefl reports that can help yo nderstand the overall health of yor niversity, probing the top corses completed or yor top learners over a period of time. Lastly, we'll explore how to schedle many of these reports to be delivered directly to yor inbox. Managing Learner Data in Yardi elearning Explore Yardi elearning tools designed to help yo get ahold of yor learner data. We'll discss important data management tasks sch as disabling sers, moderating discssions, and finding important docments. We'll also cover atomating ser creation, blk corse assignments, and managing yor catalog and take a look at key learner performance data by taking a look at reports and stats that will help yo stay on top of what's going on in yor elearning niversity. el260* Reclaiming Yor Work Day by Atomating Yardi elearning Gain valable time in yor day by atomating training administration tasks in Yardi elearning. Set p integrations with yor HR system to atomatically create and manage all of yor ser acconts and leverage SSO to avoid the need for another set of sernames and passwords. Use Grops to atomate the deployment of comprehensive learning plans that deploy new corses to yor learners as they progress throgh the training program. Keep track of learning progress sing atomated notifications and schedled reports. All of these time-saving tools will help streamline administrative processing, freeing yo p for other tasks. el320* Secrity Permissions for Spervisors & Cstom Admin Roles Empower managers and spervisors to take an active role in their employees' training. Learn how to set p administrative privileges for spervisors by giving them limited access to coaching their employees and rnning reports. Want to give them additional responsibilities? We'll show yo how to cstomize spervisor access and create cstom admin roles for exectives, training admins, webinar instrctors, master instrctional designers, and more. Grow yor training program by inviting additional administrators into the niversity on yor own terms. 9

11 Energy Marketing EU040* Smart Energy Site for Mltifamily & Commercial Properties Utility expenses are the largest sorce of operating expenses nder yor control. Discover how the Yardi Smart Energy Site can help yo redce the administrative cost of managing yor tility bills, atomatically rn yor HVAC plant more efficiently, recover revene throgh sbmetering and tenant billing, shop for cheaper electricity, and easily file data with ENERGY STAR and GRESB. EU210* Utility Billing for Mltifamily This corse demonstrates direct resident billing and online payment options for electric, gas, water, trash, and sewer invoices. We'll show yo how Yardi Utility Billing can increase yor operational efficiency while maximizing yor cash flow. We'll also discss how Yardi ses atomated daily meter reads to provide real-time consmption alerts with daily monitoring of vacant nits to prevent energy waste and theft. EU220* Utility Expense Management & ENERGY STAR Benchmarking Marketing This corse is targeted for both the mltifamily and commercial markets. We'll demonstrate how Yardi ses smart analytics to atomate and optimize yor tility payables by monitoring consmption, identifying leaks, detecting invoice errors, and recovering overage charges. We'll also discss how Yardi's ENERGY STAR and tility expense management (UEM) soltion can load yor tility consmption data into ENERGY STAR Portfolio Manager to ensre yo comply with benchmarking reglations. KT080* Social Media Strategy: Cstomer Care KT120 KT130 Managing yor company's online reptation can be challenging. Nmeros review sites and poor cstomer service experiences present opportnities to trn yor social media detractors into followers. Learn how to address negative social media reviews, manage difficlt cstomers, and se a care-focsed strategy to inspire yor company's social media presence. RENTCafé CRM Prospect Engagement Join s as we take a deep dive in to lead tracking with RENTCafé CRM. The training will be focsed on qee management with a focs on the prospect lifecycle, and how to leverage the CRM tools available to boost yor leasing initiatives. RENTCafé Marketing Website Best Practices This corse will provide yo with a fresh look on how to set p and maintain yor marketing website. Learn more abot easy-to-implement featres that will give yor property a strong online presence. We'll discss all yo need to know on how to captre yor target adience with bilt-in and intitive RENTCafé fnctionality. KT135 RENTCafé Connect RENTCafé Connect (formerly Yardi Call Center) is an extension of yor office that captres calls beyond the limits of yor onsite team. With a telephone call or web chat session, residents can enter maintenance and service reqests, process rent payments, and make balance inqiries. RENTCafé Connect interfaces directly with Voyager to create gest cards, applications, work orders, receipts, and general messages. Attend this corse to learn how RENTCafé Connect can maximize yor resident retention and make yor marketing dollars go frther than yo ever thoght possible! KT010* Marketing Atomation with RENTCafé Site Evolve yor bsiness soltions by learning how to incorporate marketing atomation into yor day-today operations, minimizing redndant, head-down data entry and key strokes. This corse will cover ctting edge marketing tools available throgh the Yardi Marketing Site. Walk away with the power to create a better, more consistent cstomer jorney. KT030* RENTCafé: Marketing Site End-to-End This corse will provide a live demonstration of the lifecycle from prospect to resident, within the fllyintegrated Yardi marketing prodcts. We will navigate throgh RENTCafé Portals, discss CRM integration points, toch on RENTCafé ILS, ResidentShield, Resident Screening, and RENTmaximizer as they relate to the online leasing workflow in RENTCafé. KT140 KT155 KT160 RENTCafé Resident Experience Learn more abot the resident experience with a new perspective into Resident Portal. We will cover core fnctionality for resident services while tying in indstry best practices. Throgh the eyes of a resident, yo'll see how to register for online services, maintain an accont, sign p for events, opt into text messaging, and more! Introdction to RENTCafé edocs This class is an overview of RENTCafé edocs, a newly released modle for SaaS Select clients. This tool provides clients and accont managers with a ser-friendly method for creating and maintaining lease docments for RENTCafé. The RENTCafé Prospect Experience This corse will teach yo how to enhance a prospective renter's online experience. We will cover featres available to cstomize and optimize the online application process for prospective applicants. Corse attendees will gain a new perspective on 10

12 Marketing KT201 how to boost prospect conversions, captre leases, and bild a lasting relationship with qalified leads. RENTCafé CRM: New & Extended Featres This corse will captre how to get the most ot of yor RENTCafé CRM software. What's new? What's trending? We will cover the latest and greatest with RENTCafé CRM and discss or favorite featres worth adopting into yor workflow! KT320 RENTCafé CRM Resorces Be in the know, leveraging RENTCafé CRM resorces, and empower yorself with prodct knowledge. Follow along as we dig in to ser management, fn FAQs, and common trobleshooting qestions. Bild yor nderstanding of ROI, conversion ratios, marketing sorces, or listen to call recordings straight from yor RENTCafé CRM reporting men. We'll take a deep dive into CRM reporting to help yo decide which reports are best sited to fit yor needs. KT210 RENTCafé Site Manager: New & Extended Featres This corse will captre how to get the most ot of yor RENTCafé software. What's new? What's trending? We will cover the latest and greatest with RENTCafé and discss or favorite featres worth adopting into yor workflow! KT220* RENTCafé Company Level Marketing KT225 KT250 KT275 Are yo interested in sing or Corporate Site fnctionality? We will cover corporate site configration options, marketing recommendations, companylevel ILS syndication, and mch more. Learn how to maintain a strong online branding presence when marketing from the company level. RENTCafé Correspondence Learn how to stay connected with yor residents and prospects. In this corse we will go beyond the management tool and explore SMS integration, text-to-pay, and voice messaging. We will cover everything from how to create campaigns, recrring notifications, and cstomizing ato responders, to reviewing analytics and reporting. RENTCafé Leasing Workflow Scenarios This class will take yo throgh one-off leasing scenarios in RENTCafé CRM and related recommended best practices. We will discss how to leverage the Central Leasing Office fnctionality to captre applicants, invite an applicant or roommate to register, merge two gest cards, promote a roommate, and many more real-world scenarios a paperless commnity shold be eqipped to handle. RENTCafé Resident Retention This class will coach attendees on how to maximize resident retention throgh RENTCafé Resident Services. Yo will leave this corse feeling like an expert in extended featres available in RENTCafé sch as srveys, voice messaging, and RSVP event creation. We will also dive into analytics and reports so yo can see the reslt of yor marketing efforts! KT325 RENTCafé Marketing Strategy This corse looks at how to align yor marketing initiatives with consmers' intent and expectations. We will review crrent trends in mltifamily marketing, how to leverage powerfl optimization featres in Site Manager, and nderstanding the retrn on yor marketing investment. KT340* RENTCafé edocs: Advanced Topics KT375 KT390 Come learn abot Yardi's new, exciting, and powerfl Lease Docment Management tool. This corse is designed to help yo master the art of creating lease docments and addenda. We will show yo this new tool and how the finished lease docments are sed for online leasing throgh RENTCafé. The new interface is simple, intitive, and creates a seamless process for yor leasing staff, new residents, and lease renewals alike. RENTCafé Leasing with Ble Moon The Ble Moon Online Leasing experience with RENTCafé jst got even better! This corse will cover the relationship between RENTCafé and Ble Moon, best practices for generating a lease, new featres available in Site Manager and RENTCafé CRM, and Ble Moon configration recommendations. RENTCafé Online Leasing Best Practices This corse is intended for individals familiar with RENTCafé Site Manager and Online Leasing. The material will inclde an overview of online leasingrelated settings, best practices, as well as dynamic featres sch as applicant invites, applicant groping, and adding roommates to crrent residents with an online application. We will also cover cstomizing yor workflow and the appearance of yor online application. 11

13 Modles IMFG Development Rondtable: Investment Management This session will be divided into two parts. In part one, the development team will preview new prodct featres recently released. Prodct themes inclde capital processing, partner transfers, acqisitions/ opportnity tracking, and InvestorPls dashboard reports. In part two, the Investment Management client services and development teams wold like to hear from yo on indstry best practices and how Yardi can spport the goals of yor organization. MA031* InvestorPls: Bsiness Intelligence This corse will demonstrate how yo can se InvestorPls to display key metrics on role-specific dashboards to respond to investor inqiries, consltant RFPs, or simply know yor investment's performance at a glance. We'll cover at what levels dashboards can be sed, the varios charts and grids available to the ser, and how sers can interact with the data. Learn abot special featres sch as the crosstab widget, investment management template-based data sets, calclating weighted averages, compliance, and more. MA032* InvestorPls: Investor Relationship Management & Deal Tracking This corse will demonstrate how InvestorPls can help yo manage investor relationships inclding prospecting, correspondence, and reporting. Learn how to leverage workflows and notifications to vet new investors or track potential investment opportnities. Create dashboards to display pipeline activity for acqisitions and disposition and drill into the nderlying details. MA150 Introdction to Yardi Advanced Acconting This corse covers how to prodce consolidated financial statements above the property level. Yo will learn how to set p entities, bild ownership strctres, and create consolidation entries with eliminations. This corse also incldes minority interest and eqity pick p rles as well as how to se segments for intercompany eliminations within the roll-p hierarchy. MA200 Introdction to Investment Management Atomate the complex acconting transactions of fnd management to dramatically redce the analysis reqired by traditional acconting. Yardi Investment Management allows yo to manage yor wholly-owned assets, joint ventres, and other investment types for both small and large portfolio investors. This doble session will cover all of the major processes reqired to configre and create capital transactions inclding setting p complex investment strctres and managing commitments going forward, transaction types, cascade rles, generating capital calls and distribtions, tax withholding, partner transfers, income/mv allocations, management fee calclations, and reporting. MA220 Investment Management Analytics & Cstom Reporting This corse will go in depth on how to leverage standard investment management analytics to view capital transactions in a variety of formats and how to create yor own investment management templates for a mltitde of prposes. The second half of this class will cover investor contact management configration, how to se YSR to generate investor-facing correspondence, and how to leverage or Investor Portal for report distribtion and tracking docment downloads. Report examples will inclde distribtion notices, capital call letters, and investor smmary statements. MA300 Investment Management Performance Part one of this doble session will show yo how to generate IRRs and retrns for yor properties, assets, and portfolios. Using NCREIF as the indstry benchmark, we will demonstrate how to configre yor system for data sbmission, how to generate the components and retrns sing or core calclator analytics, and how to verify the reslts with standard YSR reports. Part two will focs on calclating investor/ investment retrns and eqity mltiples sing capital transactions from Yardi Investment Management. With an eye on the GIPS methodology, we will cover how the program calclates time-weighted retrns. Finally, we will show yo how yo can se InvestorPls's attribtion analysis for composites and how to answer the "what if" qestions posed by yor clients and prospects. MA310 Investment Management: Advanced Topics This advanced corse dives deeper into the Investment Management prodct for clients who have specific needs. Topics covered inclde share tracking, pro-rated income allocations, and commitment recalclations (all sed for open fnds), capital balance and timeweighted share percentage allocation, and revalation processes (MV/FX). We'll also introdce preferred retrn accrals, retrn of capital, and distribtion of excess fnds. (This is a follow-p to MA200) ABFFG Development Rondtable: Advanced Bdgeting & Forecasting This session will be divided into two parts. In part one, the development team will preview new prodct featres crrently in progress and ask for client feedback. In part two, join in an interactive session where yo can inflence ftre prodct development. MB112 Bdgeting & Forecasting Learn how to accrately and efficiently poplate bdget worksheets with projected vales based on varios sorces, inclding historical GL or bdget data, ftre-schedled rent posting, recrring payables and jornal entries, and market leasing assmptions. Corse topics inclde re-forecasts, variance analyses, and analytic reporting dring the bdget period. 12

14 Modles MB120 Advanced Bdgeting & Forecasting: Introdction This class will inclde a high-level overview of the Advanced Bdgeting & Forecasting modle. We will walk throgh common bdgeting processes as well as discss best practices for the modle. Topics will inclde an overview of how to maniplate yor commercial revene forecast, fnctions to help yo gain efficiencies in forecasting expenses, featres that will help yo pll mortgage and job information into yor bdget, and will wrap p with some common reports. Note: this corse will cover only commercial revene forecasting tools (not residential) and is specific to the Advanced Bdgeting & Forecasting prodct; it does not apply to the Bdgeting & Forecasting modle. MB150 New Featres Update: Advanced Bdgeting & Forecasting As yo move forward in yor Voyager releases, yo may not be familiar with all the new featres and fnctionality that have been added to the Advanced Bdgeting & Forecasting (ABF) modle. This class will introdce yo to these new featres to help yo increase yor prodctivity, help with reconciliations and variance analyses, and make yor bdgeting process smoother and more time efficient. Note: this corse is specific to the Advanced Bdgeting & Forecasting prodct, and does not apply to the Bdgeting & Forecasting modle. MB170* Advanced Bdgeting & Forecasting Reports This class will go throgh commercial reports, financial reports, a nmber of variance reports, and or graphing reports. We will also be reviewing the reporting site, where yo can set p a batch of reports to rn with a single process. These report sites can also be inclded in a fnction grop. Note: this corse is specific to the Advanced Bdgeting & Forecasting prodct, and does not apply to the Bdgeting & Forecasting modle. MB210 Property Valations in ABF: Introdction This corse will introdce yo to Valations, a powerfl calclator sed by asset managers and REITs to help yo determine present vales and IRRs of individal assets sing a disconted cash flow model. We will also cover key reports for managing analyses, manal revene/expense entry, and how to apply market assmptions like simple cap rate entry and general vacancy. Note: this corse is specific to the Advanced Bdgeting & Forecasting prodct, and does not apply to the Bdgeting & Forecasting modle. MB240* Reforecasting & Advanced Featres This corse will cover fnctionality that will help yo in the reforecasting process. We will review varios featres that allow yo to move data into yor bdget or valation, as well as best-practice recommendations. We will also review some of the more advanced featres of Advanced Bdgeting & Forecasting sch as rollps, GL allocations, cash bdgeting, fnctions grops, debt, and jobs. Note: this corse is specific to the Advanced Bdgeting & Forecasting prodct, and does not apply to the Bdgeting & Forecasting modle. MB270 Voyager 7S Models & Formlas for Advanced Bdgeting & Forecasting Learn to wield new front-end formlas in Voyager 7S that increase the ease and accracy of yor bdgeting process sing or modeling tool. The tool deploys formlas that follow yor bsiness rles to calclate and poplate acconts on yor bdget worksheets. Note: this corse is specific to the Advanced Bdgeting & Forecasting prodct, and does not apply to the Bdgeting & Forecasting modle. MB280* Advanced Bdgeting & Forecasting: Forecast Leasing Options MC This class will cover some examples of forecasting formlas, sch as cstom management fees and tilities with fixed percentage charges. In these examples, the Advanced Bdgeting & Forecasting formla and model tools work together to help yo qickly calclate amonts and post them to bdget acconts. We will also review how to se the models with fnction grops for additional scalability. Note: this corse is specific to the Advanced Bdgeting & Forecasting prodct, and does not apply to the Bdgeting & Forecasting modle. Development Rondtable: Constrction This two-hor session is condcted by the Constrction Management team and will showcase the latest featres in Yardi Constrction Management, inclding job costing. The session also featres an open form for qestions on enhancements and ftre roadmap topics. MC010 Job Cost & Constrction Management: Introdction Join this session to learn the vale of tilizing Job Cost and Constrction across yor organization. Learn how to plan, bdget, and capitalize any type of project, and even create fixed assets. See how constrction management can be sed for grond-p development, tenant improvements, or any CAPEX project. MC120 Constrction Setp This three-part corse will cover all of job costing in Yardi Constrction Management, from setp to job close. Topics inclded: part 1 - core setp, categories, jobs, and bdgets/revisions; part 2 - contracts/cos, retention, JEs, reclass, and JCAs; part 3 - job lists, master job allocation, job cost adjstments, releasing retention, and job close. (Three-part session) MC210 Constrction Draws & Receivables This corse covers the constrction draw and AR process. We will cover setp of single and mltiple fnding sorces, creating and sbmitting draw sheets, tracking receivables, income, and retention. 13

15 Modles MC240 Constrction Reporting This corse will give specific tips and techniqes on sing the job cost analytics fnctionality effectively. We will also have a discssion on cstom job cost analytics and correspondence for creating contracts and reqesting payment docments. MC320 Constrction Forecasting This advanced corse will cover the Forecasting featre within Yardi Constrction Management. Topics inclde calclating cost to complete and projected final costs, as well as cash flow forecasting by job and the forecast integration to Advanced Bdgeting & Forecasting. MC330* Constrction Management for the Job Site This corse will cover the new Constrction Management tablet application for the on-site project manager. We will discss real time data, tasks, milestones, Gantt charts, and graphics. MG110 Legal Modle MI110 MI350 MM Or legal modle facilitates efficient management of standard legal activities by providing an easyto-se framework to stay on top of legal deadlines and other related events. Learn how to set p legal records of varios types, create legal notice events, track tenant legal history, and tilize reports. Inspections: Introdction Yardi Inspection is a flexible tool for schedling and managing all types of inspections at commercial, mltifamily, pblic and affordable hosing, government, and other property types. Clients can easily create cstom inspection templates to sit niqe bsiness needs, assign inspections based on ser-defined criteria, view detailed reports on inspection history, and more. This corse will cover the setp and se of this modle. Inspections: New Featres & Committee Join this committee of Yardi Inspection prodct specialists, developers, and sers to discss new featres and enhancements for ftre releases. Yo are welcome to bring a list of prodct fnctions or featres yo wish to see added. Maintenance: New Featres & Committee Join this rondtable of Yardi Maintenance prodct specialists, developers, and sers to discss new featres and enhancements for ftre releases. Yo are welcome to bring a list of prodct fnctions or featres yo wish to see added. MM010* Advanced Maintenance: Introdction See the tools in Yardi Advanced Maintenance that allow yo to facilitate yor daily service reqests and execte yor planned preventative maintenance. Yardi's integrated facilities prodcts and mobile apps allow yo to be efficient and mobile. MM020* Facility Manager for Commercial: Introdction Introdcing a new UI and prpose-bilt application for chief engineers, technicians, and asset managers of commercial bildings. Learn abot a streamlined and simple way to create eqipment, maintenance plans, inspections, and work orders. MM112 Maintenance: Work Order Overview This corse covers how to se Voyager work orders to manage yor day-to-day service reqests, maintenance tasks, staff, and materials. We will review work order analytics, varios dashboards, and the assignment to completion process of a work order. MM130* Maintenance Mobile: Overview & Setp This class will cover the configration of Yardi Maintenance Mobile for both Android and ios devices. Topics will inclde sing the reassignment stats as well as mlti-technician work orders. We will also review recent pdates to the app. MM156 Inventory Control: Overview This corse covers the Yardi Inventory Control modle, which greatly enhances the inventory management capabilities of Voyager. We will cover the advantages of sing this tool and the process sed to set p, manage, and report on yor inventory. MM157 Fixed Assets: Overview This corse details the Yardi Fixed Assets modle. The instrctor will review proper modle setp and sage, inclding how to create fixed assets and how to calclate, post, and report on depreciation. MM210 Maintenance Implementation & Setp This corse will review the se of advanced featres sch as correspondence letters to tenants and vendors as well as make-ready fnctions. We will also review the setp and sage of simple notifications via the dispatch board, performance standards for response and completion times, and analytic reporting related to performance. MM320 Advanced Maintenance: Overview Learn abot Yardi Advanced Maintenance, which integrates all of Yardi's facilities prodcts. Review the creation of planned preventative maintenance tasks and template libraries and the power of ato-schedling with the advanced schedler. Gain on-the-go monitoring and oversight with Yardi Facilities Manager and Maintenance 14

16 Modles Mltifamily Manager Mobile. Topics will also inclde the streamlined processing of service reqests exclsively via app. MR050* Development Rondtable: Concierge Join members of the Concierge spport and development teams along with other clients crrently sing the Concierge prodcts to discss existing fnctionality and contribte yor ideas and concerns for ftre releases. MR110 Concierge Join s to learn abot Yardi Concierge, a tabletoptimized modle that is becoming increasingly poplar. Learn how these featres can assist yo with gest relations, delivery notifications, gest athorizations, key athorizations, incident reporting, resident away notifications, and the reservation system. MR220* Concierge: RENTCafé & Advanced/New Featres Mltifamily Concierge fnctionality is also part of RENTCafé. Learn how residents can book amenities, view their packages, set away notices, identify their gests, and see who has been issed keys. RM010 Spotlight on Mltifamily This corse will highlight the latest developments and roadmap of the Yardi Mltifamily Site of prodcts. Attend to get a sneak peek at what is happening with Voyager Residential, the Yardi Marketing Site (which incldes RENTCafé and RENTCafé CRM), Resident Screening, Procre to Pay, and more. This corse will provide insight into other corses yo may want to attend for more detailed information in each area. RM020 RENTmaximizer Learn abot Yardi's approach to rental pricing, enabling yo to realize the fll benefits of revene management systems. We will cover pricing methodology and termbased pricing, which allows freedom of choice while optimizing lease terms to smooth ot expirations. This trends-based approach to pricing also allows yo to recover costs and increase revene sing rles yo define. RM040 ScreeningWorks Pro: Introdction Attend this corse to learn the basics of ScreeningWorks Pro (formerly Yardi Resident Screening in the U.S.). Learn abot the services we offer, or scoring model, and or approach to screening. We will also demonstrate or seamless integration to yor Voyager platform and what is involved with implementing the system. The corse also provides a comprehensive overview of the featres, cstomization, and analytics that are available. RM045* Experian RentBrea & Resident Screening This corse covers the se of Yardi Matrix as a decisionspport tool that facilitates mltifamily investment transactions by proactively identifying acqisition and new development candidates. Learn how or mapping technology enables yo to visalize both the geography and yor investment criteria. See how loan matrity information, detailed nit mix data, sales comps, rent comps, and expense comp data can be sed to estimate valations and poplate an acqisition model, enabling yo to find the needle in the haystack and avoid nprodctive time in prsing incompatible deals. RM116 Prospect Gest Card & Leasing Workflow RM210 Unlock the power of Experian RentBrea rental payment data at yor commnities. Experian RentBrea is the largest and most widely sed database of rental payment information and crrently incldes data on more than 15 million residents nationwide. From identifying higher-qality residents and redcing skips to improving bad-debt recovery, learn how contribting and accessing rental payment history data via Yardi Voyager and Yardi Resident Screening (now ScreeningWorks Pro in the U.S.) can give yo a distinct competitive advantage. RM070 Yardi Matrix for Residential Want to save time and increase prodctivity by streamlining yor leasing process? Examine the intricacies of Gest Card, Leasing Workflow, and Applicant Screening and how these components affect yor occpancy. RM160 ResidentShield Renters Insrance Featring garanteed policy flfillment for every resident, ResidentShield renters insrance allows yo and yor staff to easily manage renters insrance enrollment and compliance. This corse provides an overview of ResidentShield's two options, ResidentShield HO4 and ResidentShield Master Policy Program, and will cover topics sch as workflow, featres, cstomization, and analytics. Getting the Most Ot of RENTmaximizer This session will cover best-practice settings for a wide range of areas inclding new featres recently released for RENTmaximizer. Specifically, we will be covering reporting changes, new renewal options, and new trending options. RM220 Residential Analytics Learn the nts and bolts of the Voyager operational reporting system by drilling into each section of the box score (availability, resident activity, and traffic) and nderstanding how they relate to yor onsite sccess. Spporting reports covered will inclde Conversion Ratios, Unit Availability, Resident Activity, and Traffic 15

17 Mltifamily Detail. We will also discss the capability to store portfolio-level residential KPIs to se for cstom reports. RM225 Lease Renewals Voyager incldes a nmber of fnctions that aid the time-consming and important process of lease renewals. Topics in the corse inclde lease proposal batches, lease expirations from the dashboard, blk approvals, letters, processing renewals, schedled renewals, and simple renewals. RM230 Move-Ins & Transfers Learn the move-in process in detail, and how it affects occpancy and GL transactions. This corse incldes a review of all the system options that reflect how yor organization handles secrity deposits, inclding the global, property, and nit type options, as well as the effects on physical occpancy (history tables). The corse also covers trobleshooting of the move-in process and associated GL transactions. RM235 Move-Ot Process Learn the move-ot process in detail, from beginning to end. Learn abot notice, cancel notice, move-ot, adjst move-ot date, cancel move-ot, deposit acconting, move-ot statement, and adjst deposit accont. This corse also reviews acconting effects, nit type defalt move-ot charges setps, and the effects on occpancy and history tables. RM240 Property Takeover & Conversion When yo're taking over a property, how do yo manage the process, where do yo start, and what tools shold yo se? This corse provides an overview and discssion on how to manage the takeover process. We will cover logistics, an overview of tools, and validating yor data. RM242* Y2Y Conversion Tool Simplify residential property takeovers from another Yardi database sing the Yardi to Yardi (Y to Y) tool. This tool pts yo in the driver seat to complete the process from beginning to end. We will cover the steps to export and import property data via XML, map chart of acconts and change codes directly in Voyager, and crrent and historical trial balances. RM250 Orion Bsiness Intelligence for Mltifamily Discover how Yardi Orion Bsiness Intelligence for mltifamily provides a browser-based bsiness intelligence platform to report on yor entire portfolio. This corse will introdce the Orion platform bilt from yor Voyager database. Learn how yo can se Orion to see the trends and performance of yor entire bsiness with amazing ease and speed. Dring this class yo will be introdced to the VoyagerPls environment, ser dashboard interaction, an overview of available mltifamily metrics, and the implementation process for Orion. RM260 ScreeningWorks Pro: Best Practices RM315 RM340 This corse is geared towards crrent Yardi Resident Screening (formerly Yardi Resident Screening in the U.S.) sers looking to maximize their se of the platform. Learn abot indstry trends and recent prodct enhancements. The corse also provides a brief overview of workflow, featres, cstomization, and analytics. The session will conclde with a brief rondtable discssion abot indstry trends related to screening and what resident screening can do to help yor company manage risk. Late Fees Learn the ins and ots of late fees. This session will inclde a comprehensive overview, covering setp options, configring to rn atomatically at night, and market-specific setps. Residential Best Practices This corse reviews recommended system configrations that optimize the performance of yor Voyager system and new featres that improve Voyager-related bsiness operations. RM350 Orion Bsiness Intelligence Setp for Administrators Are yo crrently implementing or planning to implement Yardi Orion Bsiness Intelligence for mltifamily? Join s to learn abot what is involved with setting p and maintaining Orion Bsiness Intelligence for mltifamily companies. This corse, designed for administrative sers bt informative for all, will cover setp and implementation steps followed by a dive into personalizing content for end sers. We'll cover everything from ser management to data configration, ending with an introdction to or cstomization toolset. Panel Discssions PN160 PN180 Tips & Real Life Experiences with Advanced Bdgeting & Forecasting Listen to a panel of clients discss their experiences with the Advanced Bdgeting & Forecasting (ABF) fnctionality in Voyager. Yo'll learn new tips and tricks developed by Yardi experts and yor peers, and have the opportnity to ask qestions of the panel participants. Using RENTCafé CRM: Insider Tips & Client Insights Listen to a panel of clients discss their experiences with RENTCafé CRM. Yo'll have the opportnity to ask qestions and learn abot new tips and tricks developed by Yardi experts and yor peers. 16

18 Panel Discssions Pblic Hosing PN240* Convenient Tenant Portal Tips from COMMERCIALCafé Insiders PN320 PN340 Listen to a ser panel discss their experience with COMMERCIALCafé, and learn insider tips for making the most of the convenient tenant portal fnctionality. The Orion BI Experience: A User Perspective Listen to a panel of clients discss their experiences with Orion Bsiness Intelligence. Yo'll learn new tips and tricks developed by Yardi experts and yor peers, and have the opportnity to ask qestions of the panel participants. Saving Time & Money with Procre to Pay Yardi Procre to Pay clients discss how they save money and time with or centralized platform, inclding atomated procrement with Yardi Marketplace, vendor management via VENDORCafé, and invoice processing with Yardi PAYscan. Hear from clients who se the soltion on a reglar basis and take the opportnity to ask yor qestions at the end of the session. Peer Rondtables RT150 RT175 Trainers' Rondtable Join this rondtable session to share information with yor training peers. We will focs on p-andcoming training techniqes. What is a "flipped classroom" and will it work for yor training plans? Social Media Rondtable Implementing an effective and engaging social media strategy is a mst-have in real estate. Join s for a rondtable discssion on crrent social media trends and best practices and get yor toghest qestions answered. We will explore how to se social media to optimize yor marketing efforts, boost engagement, and bild commnity online. PH010 Spotlight on PHA Yardi's PHA software contains many sefl tools that can significantly increase yor staff's efficiency. This class will spotlight some of the recently-released prodct enhancements. Attend to learn what's new and what's coming in the near ftre for the PHA prodcts. PH100* Voyager 6.0 to 7S: Changes to PHA Fnctionality Discover jst how mch the power and flexibility of Yardi's PHA program can streamline yor pblic hosing management tasks. This introdctory corse will cover important PHA fnctionality differences between Voyager 6.0 and 7S. PH115* Pblic Hosing Basics This class will be an overview of Yardi's best practices from waiting list selection to lease-p for sers of Voyager PHA. PH132* PHA Correspondence PH145 PH147 This exciting new fnctionality gives clients the ability to atomatically attach key PHA reports to applicant, tenant, and landlord records within Voyager and RENTCafé PHA. RENTCafé PHA: Online Applications & Intake This class will cover the latest in application management and intake workflows. Learn how RENTCafé PHA can help atomate yor intake workflow and provide cost savings to yor agency. RENTCafé PHA: Landlord & Tenant Portals This corse will provide a comprehensive overview of the RENTCafé PHA Tenant and Landlord Portals. Topics will inclde online rent payments, maintenance reqests, and ledgers for tenants. HCV landlords will be able to manage bank acconts, and view inspection and payment history. RT430 Risk Management: Key Topics & Update Join this conversation to discss with yor peers strategies for managing risk. Topics will inclde screening, incident management, vendor compliance, renters or tenant insrance (residential and commercial), claims management, and workman's comp insrance. PH148 RENTCafé PHA: Online Recertifications This interactive class will give an overview of the latest in online recertification technology sing Voyager and RENTCafé PHA. Learn how yo can leverage Yardi software to significantly redce costs and create efficiency. PH175* Hosing Choice Vocher Basics This class will be an overview of Yardi's best practices from waiting list selection to lease-p for participants on the Hosing Choice Vocher program. 17

19 Pblic Hosing PH190* RENTCafé PHA: Site Manager RENTCafé Site Manager allows agencies to monitor and electronically commnicate with participants. Learn to effectively se Site Manager to manage sers, notifications, and other critical fnctions. PH195* RENTCafé PHA: Panel Discssion PH218 This panel discssion will inclde crrent sers of RENTCafé PHA. Learn best practices, potential pitfalls, and efficiencies gained by existing sers of this exciting prodct. AdHoc.NET & FillDocs for PHA Learn to se the PHA AdHoc tool. This fnctionality enables the creation of ad hoc reports in Voyager sing PHA-specific data. This class will highlight new integrated FillDocs tools to simplify the creation of letters in Voyager. PH234* FSS Basics for PHA Learn how to se the Family Self Sfficiency (FSS) fnctionality in Voyager to effectively manage yor FSS participants from enrollment to exit and everything in between. PH239* Opening Large HCV Waiting Lists: Best Practices This corse will gide participants throgh the complexities of opening a large Hosing Choice Vocher waiting list and incldes best practices, online application and notification procedres, as well as lottery options. PH258* Waiting List Maintenance & Updates The PHA waiting list fnctionality has been rewritten to improve options and fnctionality for wait list prging. This class will cover processing for online wait list prging as well as prging via bar-coded letters. PH320 Managing PHA/Affordable Combination Properties PH325 PH345 This class will explore how to manage layered 50058/Tax Credit/HOME/Market Rate properties within Voyager 7S. Topics covered will inclde the latest changes for identifying discrepancies in Tax Credit/PBV and HCV properties. Portability Finance This class will inclde detailed discssions regarding PHA portability finance management. Learn abot the se of sspense charges in portability receipting, how to manage admin fee pdates, and other critical fnctions for sccessflly managing portability. PHA Demographics & Waiting List Analytics This session is a review of the newly-enhanced PHA demographics, which have been expanded to encompass all PHA program types and waiting list analytics reports. PH930* HUD Update: UPCS-V Please join Yardi and HUD staff for an overview and pdate on the progress of the UPCS-V demonstration program. This exciting session will review HUD's proposed changes to the Hosing Choice Vocher protocols and a brief discssion of Yardi's ftre plans to incorporate those changes into the Voyager prodct. PHAUG PHA User Grop Reporting RE050 RE060 RE110 RE160 The Yardi PHA User Grop is open to anyone tilizing the Yardi Pblic Hosing prodcts. Come network with fellow sers, learn abot the ftre of the prodcts, and participate in a series of client-led sessions. Reporting Panel This class is a Q&A session with Yardi technical staff abot the varios reporting options available in Voyager. We will cover everything from simple Yardi SQL scripting to high-end presentations available when sing Yardi Orion Bsiness Intelligence. Yo'll also learn the degree of cstomizations possible with Voyager analytics, SSRS, FillDocs, ad hoc tools, and Yardi Spreadsheet Reporting. We'll help yo make sense of the Voyager reporting options and gide yo to the YASC corses yo shold attend, ths empowering yo to make savvy technology reporting decisions. Yardi Spreadsheet Reporting Overview Yardi Spreadsheet Reporting (YSR) is a Voyager technology that enables report designers to create report packets of individal docments designed in Microsoft Excel or Word. This class will offer an overview of the capabilities of this prodct, inclding the simple setp procedres, and is designed to help yo gain an nderstanding of how YSR can be sed to create boardroom-qality reports. Basics of Database Schema & SQL Do yo want to learn more abot SQL qeries and the Yardi database strctre bt don't know where to begin? Attend this corse, which introdces yo to the Yardi database tables and edcates yo abot the basics of SQL select statements. This knowledge is also helpfl for database maintenance and trobleshooting database-related isses. Correspondence for Commercial Attend this corse to learn abot the commercial correspondence featre and how to generate invoices, letters, and statements. This featre is similar to Word mail merge in that a template is sed to create an invoice, letter, or statement. Each template plls specific information from the database. 18

20 Reporting RE161 RE170 RE180 RE250 RE261 Correspondence for Residential Use Correspondence to print or letters and statements, or to correspond with yor residents, property-wide! Uniqe templates that pll specific database information are sed to prodce propertywide letters or statements, saving yo time and boosting overall efficiency. Attend this corse to learn abot the Correspondence featre and how to se it to generate all of the letters and statements yo need. Introdction to Cstom Financial Analytics This corse is an introdction to Yardi's cstom analytics and provides information on how to create yor own financial analytic-type cstom financials. Learn how to create accont tree and property comparison templates sing either standard or cstom accont trees. We will cover topics sch as how to compare financial data from prior periods to the crrent period and how to compare similar data across mltiple properties. SSRS Basics for Non-Developers This corse incldes an introdction to Yardi scripting, writing SQL select statements, and the basics of modifying these scripts to interface with SSRS. The class will inclde a brief introdction to designing and writing RDLC reports. No previos knowledge of report writing is reqired. Using YSR for Cstom Financial Analytics Leverage the power of YSR and Microsoft Excel to transform cstom analytics into boardroom-ready financial reports. This class will teach yo how to trn reports created sing the cstom analytic engine into Yardi's exciting reporting technology, YSR. Residential Tenant Letters, Notices, & Leases Are yo still typing individal letters to yor residents or sing Mail Merge to send ot late notices? This corse will provide yo with the tools needed to print every letter, notice, and lease directly from Voyager. Learn how to effectively se Property Packets, Correspondence, and FillDocs sing standard templates. RE270* Intermediate Cstom Financial Analytics This intermediate corse bilds pon the Introdction to Cstom Financial Analytics class (RE170). We will focs on the creation of templates for portfolio-based cstom financial reports. Rethink how yo analyze yor portfolio and learn how to create property portfolio type templates to compare GL acconts between properties or smmarized by property attribtes, and leverage standard or cstom accont trees to create attribte comparison-type templates. RE370 RE405 RE505 RE540 RE541 Advanced Cstom Financial Analytics Cstom Analytics in Voyager is a highly versatile report designer. Once yo've mastered the basics of getting yor cstom report to screen, Excel, or PDF, move on and learn how to pll feeder data for arithmetical maniplation from other rows and colmns, access the total from an accont tree expansion, se the Rolling Month and Period to Date fnctions for deeper flexibility in yor cstomization toolbox, and many other advanced featres. We will also discss tips and tricks for validating designs and correcting errors. Reporting Comparison Between YSR & SSRS The two main, alternative technologies available in Voyager 7S for rendering boardroom-qality, cstom reports will be reviewed and contrasted. Yardi spport for cstom reports written in Crystal is rapidly approaching end-of-life, so sers who have made significant investments in cstom Crystal reports cold sbstantially benefit by nderstanding the pros and cons of each approach. This session is light on technical detail bt seeks to edcate managers as to how to select between the two approaches. SQL Scripting This intermediate corse will expand yor knowledge of select statements, joins, and qeries in SQL, the database langage that is reqired for generating cstom reports and performing data-mining with Yardi's SQL scripting fnctions. Learning these fnctions will enable yo to link tables and fields; convert data formats; and sort, total, compare, and cont. Yardi Spreadsheet Reporting Technical Session: Part 1 Yardi Spreadsheet Reporting (YSR) is a well-adopted Voyager report-rendering technology that enables designers to create packets of individal docments athored in Excel or Word. This class will offer a stepthrogh of how to create a YSR report; how to draw data from both Yardi SQL scripts, as well as from the analytic engines of conforming verticals; an overview of the setp techniqes for YSR, inclding how to establish rntime filters and mapping those into the component individal reports; how to se the Yardi Excel add-in to help design reports; a tips and tricks presentation and a review of some newish featres in the latest Voyager 7S releases; and information abot the docmentation and how to learn more abot YSR. Yardi Spreadsheet Reporting Technical Session: Part 2 A follow-on session to RE540, sitable for those tasked with designing cstom reporting soltions with Yardi Spreadsheet Reporting on the Voyager or VoyagerPls platform. We'll inclde frther demonstrations of newer featres sch as the filter report title vales token, conditionally hiding colmns in Excel, and 19

21 Reporting Technology RE560 RE580 RE680 embedding database-sorced HTML in Word templates. We'll also cover more general design tips inclding extending analytic data sorces with cstom tokens and creating a Word merge token file, as well as a nmber of sggestions for carefl implementation of formatting. We'll show the rationalized setp screens for ease of learning, and a newly released generate screen spporting collapsible filter panes to enable more on-screen visibility in Voyager 7S. FillDocs Technology TE020 Use Microsoft Word to create, cstomize, and fill letters, notices, leases, and other compliance-related correspondence. FillDocs enables yo to transition yor letters and forms from PDF or Crystal reports to Word at yor convenience. Many different docments can be assembled into a single print job. This corse provides an introdction to FillDocs, with an emphasis on leases, letters, and statements. SSRS Basics for Developers This corse is an introdction to Yardi report writing sing RDLC reports. We will cover the basics of the SSRS application, inclding the easy se of Yardi scripts to create new reports or cstomize existing ones. This corse will focs on modifying Yardi scripts to interface with SSRS reports. Knowledge of Yardi scripting, as well as basic SQL, is assmed. Some examples of modifications are groping, totaling, and additional formatting. Advanced SSRS Featres This advanced corse is designed for people who have been writing Yardi scripts for some time and are familiar with SSRS. Taght by example, the corse will inclde topics on everything yo ever wanted to know abot drilling down (hyperlinks), passing parameters from scripts to SSRS reports, mlti-data table reports, and sb reports. Introdction to YardiOne Ever wish yo didn't have to enter yor credentials each time yo accessed a Yardi resorce? Do yo wish there was a way to easily access all yor Yardi applications in one place? If yo answered yes, then YardiOne is for yo! In this class, we will cover what YardiOne is, how to set it p for Voyager 7S, and what the ser experience is like. If yo're a system administrator, or if yo are interested in learning more abot YardiOne, join s to learn abot this new and exciting featre! TE040* Yardi Docment Management for SharePoint: Demo Session Yardi Docment Management for SharePoint provides yor company with the ability to organize, control versions, store, and secre docments related to company departments as well as Voyager records sch as properties, residents, tenants, jobs, etc. Use fll-text search to easily find docments based on the name of the docment or the text within the docment. Additionally, learn how to pblish docments sch as tenant correspondence directly into the docment management library. TE060* Yardi Docment Management for SharePoint TE140* Property Attribtes & Dynamic Property Lists TE170 TE171 Attribtes provide a method for searching, selecting, organizing, describing, and classifying yor properties or entities. Join s to learn abot the set-p involved, as well as how to se attribtes to filter reports and create dynamic property lists. Client Central Essentials Client Central is or most sefl resorce for clients to access training and technical information. Learn how to access or extensive online resorces, inclding prodct docmentation and training videos. Find ot how to create and monitor Yardi spport cases and troble reqests (TRs), and manage yor licensing. We'll also discss how to administer yor Client Central grops, sers, and permissions. Client Central New Featres Client Central is constantly evolving, sporting brand new featres approximately once every month. This class is yor opportnity to learn abot or most recent pdates to Client Central. Learn how to trn on powerfl add-on tools, sch as ysql and File Manager (redcing the need for a remote desktop session), perform yor own live-to-test restores, and new reports for or SOX clients. Yo will also hear abot the featres crrently in development that will be coming ot later this year. TE180* User-Defined Fields & Cstom Tables in Voyager 7S TE215 Introdcing a new integration for SharePoint 365, Yardi Docment Management for SharePoint. This valable tool helps yo take advantage of yor Office 365 investment and become a paperless office. Voyager provides a variety of ways to cstomize information and to personalize how it appears on the screen. Join s to learn how to enable serdefined fields for storing additional data, as well as how to create cstom tables to control the formatting, field reqirements, and layot of a screen containing additional data. System Administration Toolbox Become familiar with the featres in the Yardi Utilities toolbox. Learn what each tool does (and doesn't do), and when to se it. The corse also incldes a demonstration of the toolbox's reporting capabilities. 20

22 Technology Vertical Markets TE230 Transaction & Bdgets Import/Export In this corse, we'll discss the methods for high-volme data entry of transactions throgh Voyager's import and export fnctionality. This is an ideal approach for initial implementation of historical balances, importing trial-balance data from another database, creating transactions from data in an external system, and the importing of bdgets across one or many properties. AS100 Voyager Condo, Co-op, & HOA Rondtable Join members of the Yardi Condo, Co-op, and HOA spport and development teams, along with peers from the condo, co-op, and home owner association indstries, for an open discssion of topics sch as new featres, CONDOCafé, CONDOCafé Certificates, and ftre developments. TE245 TE310 TE335 TE360 Atomated Tasks & Notifications Learn how to set p atomated notifications and tasks based on critical dates or defined criteria. Yo can atomate s to any contact in the system, inclding tenants, vendors, owners, and employees. This Voyager featre displays assigned tasks on the ser's dashboard calendar and lets yo track the completion date for those tasks. Advanced Voyager Men Secrity Optimize yor existing knowledge of Voyager mens and secrity. This corse covers secrity analytic reports, in addition to the men editor and secrity fnctionality. Advanced SQL Scripting Yardi SQL scripts can be athored to accomplish mch beyond simple reporting. This class will explore atomating pdates, imposing cstom validation, sing the system scripting tokens, exploiting the version section, and other advanced techniqes. We'll conclde with an open discssion to share tips and tricks discovered by the wizards of scripting. Voyager Standard Interfaces Overview This class will provide an overview of the interfaces crrently available as part of the Voyager Residential license. Topics covered will inclde which interfaces are available, what services are provided by each interface, which third party agencies are qalified Voyager interface partners, as well as Voyager setp and configration. Vertical Markets AS050 Voyager Condo, Co-op, & HOA Demo Representatives from Yardi Client Services, Development, and Sales gide yo in discovering how time-saving featres in the Voyager association modle will help maximize office efficiency. Topics for discssion inclde correspondence, ad hoc, schedled charges worksheets, special assessment worksheets, qick nits, and qick owners fnctionality. Attend this demo to learn how these tools can help yo to gain more atomation for the association management indstry. AS132* RENTCafé Portal for Condo/HOA Clients Learn abot CONDOCafé, which provides association owners and shareholders the ability to check their real-time ledger balances, make online payments, create and check work order reqests, and sbmit change reqest forms. AS134* CONDOCafé Certificates Learn how Yardi's paperless soltion for homeowner and condo associations, CONDOCafé Certificates, allows the association management to leverage their existing Voyager installation to qickly and easily prepare and sell certificates and other docments. CH020* Yardi Corporate Hosing Overview SF055 Learn abot the pcoming release of Yardi Corporate Hosing, designed to allow operators to better interact with and manage corporate hosing clients and tenants. Single Family Homes: New Featres & Committee Join this committee of Voyager Single Family Homes prodct specialists and developers to discss the new featres and enhancements in ftre releases. Yo are welcome to bring a list of prodct fnctions or featres yo wish to see added. SF155* Voyager Single Family Homes & RENTCafé Basics Voyager Single Family Homes works with or Marketing Site to provide a seamless experience for both prospective and crrent residents. Learn how to manage prospects dring the leasing process and how crrent residents can make online payments, enter work orders, and interact with yor property staff via the resident site. Discover how to maximize yor se of Voyager Single Family Homes. SN060* EHR Update and Roadmap This corse will provide an overview of recent pdates to Yardi EHR for senior living that provide efficiencies and improve the end-ser experience. In addition to looking back at recent changes, we'll spend some time looking forward and provide a preview of planned enhancements that are crrently nderway. 21

23 Vertical Markets SN070* Senior CRM Update and Roadmap SS070 The Yardi Senior CRM featre set is ndergoing a mltiphase process to add additional fnctionality. Attend this corse to find ot abot recent enhancements that improve lead tracking and a new proposal process that seamlessly gides yo throgh the lease-p process from within Senior CRM. The corse will conclde with a discssion of ftre development, inclding integration with RENTCafé Senior Living and electronic lease signing. Yardi Matrix for Self Storage This corse covers the se of Yardi Matrix as a decisionspport tool that facilitates self storage investment transactions by proactively identifying acqisition and new development candidates. Learn how or mapping technology enables yo to visalize both the geography and yor investment criteria. See how loan matrity information, detailed nit mix data, sales comps, rent comps, and development pipeline data can be sed to estimate valations and poplate an acqisition model, enabling yo to find the needle in the haystack and avoid nprodctive time in prsing incompatible deals. ST101* Stdent Hosing: New Featres & Committee Join this committee of Yardi Stdent Hosing prodct specialists and developers to discss the new featres and enhancements in ftre releases. Yo are welcome to bring a list of prodct fnctions or featres yo wish to see added. ST120 Voyager Stdent Hosing & RENTCafé Stdent Hosing Basics Voyager Stdent Hosing works with or Marketing Site to provide a seamless experience for both prospective and crrent residents and has been designed for the specialized needs of the stdent hosing indstry. Learn how to manage prospects dring the leasing process and how crrent residents can make online payments, enter work orders, and interact with yor property staff via the resident site. Discover how to maximize yor se of Voyager Stdent Hosing. 22

24 #YASC2017 Notice Design and content 2017 Yardi Systems, Inc. All rights reserved. Information is sbject to change withot notice and does not represent a commitment on the part of Yardi Systems, Inc. The following list is not all-inclsive and the absence of a prodct or service name or logo from this list does not imply a waiver of Yardi s trademark or other intellectal property rights concerning that name or logo. CHECKscan, COLLECTpls, COMMERCIALCafé, Concierge, CONDOCafé, ENERGYpls, GoodShield, InvestorPls, LeasingKIOSK, LOBOS, Marketplace, MILITARYCafé, Optims EMR, Orion, PAYpls, PAYscan, PopCard, PowerShopping, Plse, RENTCafé, RENTCafé Connect, RENTCafé Creative, RENTCafé Reach, RENTCafé TextPay, Renter Reliability Index, RentGrow, RENTmaximizer, ResidentShield, ScreeningWorks, SiteManager, VENDORCafé, Voyager, WIPS, Yardi Energy Soltions, and Yardi are either registered trademarks or trademarks of Yardi Systems, Inc. in the United States and/or other contries. All other prodcts mentioned herein may be trademarks of their respective companies.