2016 Ajera Users. Association National Conference. April 19 21, Holiday Inn Orlando Downtown Disney.

Transcription

1 2016 Ajera Users Association National Conference April 19 21, 2016 Holiday Inn Orlando Downtown Disney Ajera Users Association P.O. Box 397 Sylvania, OH

2 WELCOME TO THE 2016 AUA NATIONAL CONFERENCE The Ajera User Association Board of Directors and Committees would like to invite you to join us at The 2016 National User Conference in Orlando, Florida. This year s conference is shaping up to be the best learning experience in the 11 year history of the association. The AUA National Conference has always been a unique 3-day opportunity to experience learning taught by industry professionals and advanced users in a personal, hands-on environment. You are guaranteed to learn a new tip or trick each day that will make your daily life more productive and efficient. The 2015 conference was the largest conference to date. The reinvigoration was felt across the association to continue that growth and success. The enthusiasm of attendees and instructors was infectious and has been the driving force to make this year an even better experience. We are honored to have the participation of the best Deltek/Ajera professionals available. Seasoned professionals with industry and software experience that is second to none. I like to call them the Ajera Rock stars. You will rarely have an opportunity to network with a group at this level with solutions to your everyday challenges. We will once again have the opportunity (upon request) to schedule a One-on-One lab to discuss in further detail a specific challenge or question. It is like having a personal consultant at your fingertips. AUA is an independent, volunteer based, not-for-profit association created for the sole purpose of providing support to users by users. We need you to get more involved with the group. Speaking from personal experience, you will not regret the decision to invest your time. My growth personally and professionally is thanks to the amazing people I have had the opportunity to work with in this association. I have made lasting friendships and I am thankful I took the opportunity to step up. So what are you waiting for? Grab your business cards, burning questions, sunglasses, sunscreen, and meet me in Orlando. I am looking forward to speaking with each of you for the first time or for the 11th time. Julie Barber AUA President Hotel Information Holiday Inn Orlando Downtown Disney 1805 Hotel Plaza Boulevard Lake Buena Vista, FL Room Rates: $149 single/double Rates and Availability subject to change after March 28, 2016 Link is available at 2 P.O. Box 397 Sylvania, Ohio

3 Ajera Users Association is the independent learning and support organization for companies using Ajera software. The AUA, founded by users for users, provides an opportunity for unique and invaluable networking. It is directed by a member-elected, volunteer Board of Directors comprised of the users of Ajera software. Whether your company has one or 1,000 employees, everyone benefits from your single, low-cost company membership. CLASS LEVELS Beginning Sessions: Attendee should be on the software/module for less than 18 months. Intermediate Sessions: Attendee should be on the software/module for 18 months - 3 years. Advanced Sessions: Attendee should be on the software/module for at least 2 years actively, and have additional questions on getting the system to provide the information their company needs. BEGINNING/INTERMEDIATE Ajera for New Users Project Setup & Rate Tables Session Leaders: Greg Mayer, Chris Boesger, Pam Shelton / Project Managers The attendee will understand and manipulate the Project Control Center to work for you and provide the project information you require for your company. Understand the structure, function and effect of rate tables. Understand and be able to utilize Project Budgets and the Manage tab. Understand, create and utilize Custom fields (Additional information in Inquiry and HR Setup). Session Description: This beginning level session will introduce you to how information entered in Project Setup and Rate Tables affects your Ajera system. Project budgets and schedules, special reports, and Custom Fields will all be discussed. Here s where you ll expand your knowledge of the basics. We ll give you the ins and outs and tips and tricks, to make Ajera work for you. We ll show you how to get help when you need it. You ll have plenty of hands-on time and can ask all those questions you ve been saving up. The session includes hands-on computer usage and Q & A. Ajera for New Users Workflow & Billing Session Leaders: Greg Mayer, Chris Boesger, Pam Shelton / Principals Understand and see the results of decisions and selections made in the Project Control Center that affect billing processing and client invoicing. Understand the effect of invoice choices on formatting and invoice structure. The attendee will be able to make better selections and utilize the Client Invoicing function to provide the client with invoices and information to pay invoices. Understand the financial statement effects of invoicing. Session Description: This class will move you from Project setup to beginning invoice processing and basic invoice setup. We will also cover standard invoice template setup, paperless invoicing, AR reporting, statements and will bridge into the Beginning Reporting Session. The session includes hands-on computer usage and Q & A. Ajera for New Users Reporting Session Leader: Pam Shelton The attendee will be able to customize Ajera standard Reporting saving it as a view of the report. The attendee will be able to utilize and begin to customize Inquiries. The attendee will be able to setup roles to allow proper access to the reporting system. The attendee will export data from the reports for manipulation in Excel (or other programs). Session Description: This beginning level session will introduce you to how information entered in Ajera can be accessed with an inquiry, reports, downloads and how you filter that data further. After completing this class you will be able to recognize the difference between conditions and basic links, and how to set basic conditions on an inquiry or a link. You will be able to process reports and export data for additional information. The session includes hands-on computer usage and Q & A Ajera for New Users HR Setup Session Leader: Pam Shelton Learn to use Ajera for Human Resources. Session Description: Everyone has to begin somewhere, and this is P.O. Box 397 Sylvania, Ohio

4 where you start to know how Ajera can be customized for information useful for your Human Resources department. We ll give you tips and tricks, using inquiry, custom field and dashboards to make this information easily available at the click of a button. There will be hands-on activities as well as Q & A time. Beginning Widgets Session Leader: Justine Stimler Which widgets come premade in Ajera and how to utilize those widgets. How to modify an existing widget with additional columns and filters. How to create a basic widget from scratch. Session Description: This beginning-level session will introduce you to Widgets and how they can provide live information to the decision makers of your firm. Widgets are the building blocks of the Ajera 8 dashboards. They allow you to access and present information in a clean and user friendly interface. After completing this class you will know which widgets come premade, how to modify an existing widget and how to create one from scratch. Beginning Inquiry Session Leaders: Deirdre Larkin & Jenn Goodwin Number of Session Blocks: Single This beginning-level session will introduce you to Inquiry and show you how to use it to accommodate some of your firm s most common information needs. Session Description: This beginning-level session will introduce you to the basics of the Inquiry module and show you how to use it to accommodate some of your firm s most common information needs. Inquiries allow you to target specific data in Ajera s database so that you can easily access only the information you need. After completing this class, you will be able to work with and modify Ajera s standard inquiries to create custom inquiries that are further defined by conditions and links. Intermediate Inquiry Session Leaders: Deirdre Larkin & Jenn Goodwin Prerequisites: Beginning Inquiry This session provides an intermediate-level look at Inquiry, showing you how information entered in Ajera can be accessed with an inquiry and how you can use conditions and links to filter the data further. After a general description of the database and Inquiry conditions and links, this session steps through building sample inquiries that illustrate how to access information from the Project Command Center and how to focus your data through a variety of methods. These methods include: Setting conditions on an inquiry. Linking one inquiry to another. Setting conditions on links between inquiries. Session Description: This intermediate-level session will build upon the Beginning Inquiry class by introducing you to how information entered in multiple tables in Ajera can be accessed with more complex formulas in an inquiry. We will also demonstrate how to filter Inquiry data further, including setting conditions on links between inquiries. These methods allow for information to be targeted to different people in your firm. After completing this class you will be able to create basic SQL formulas, recognize the difference between conditions and links, and understand how to set conditions on an inquiry or a link. Financial Statement Designer Session Leaders: Deirdre Larkin & Jenn Goodwin Prerequisites: Basic Accounting Knowledge In this session, you will learn how to use the Financial Statement Designer. The designer contains a simple spreadsheet format that you can use to add cells, rows, and columns of information to your design. With the designer, you can create financial statements tailored to your firm s needs. Session Description: In this two-part training course, you will learn how easy it is to use the Financial Statement Designer to create financial statements tailored to your firm s needs. You ll see first-hand how to build a statement, add columns and rows, create accumulators, 4 P.O. Box 397 Sylvania, Ohio

5 and add budgets to your design. You ll soon be modifying or creating financial statements such as balance sheets and profit and loss statements. Additional information covered includes the use of Organizational Levels and Reporting Entities when you are a departmentalized firm. We will be doing hands-on work to create several templates that you will be able to export and take with you to apply to your own firm. This class will also help show you how to organize your monthly report into groups so you can quickly produce many different sets of financial statements at the push of a few buttons. Client Invoice Designer Session Leaders: Michael J. Brennan, CPA & Chris Boesger Users will learn how the settings in the invoice configuration screens communicate with the stored procedures that generate data used by the invoice formats. Users will learn the benefits and drawbacks of using custom invoice formats. Users will learn the basics of the client invoice designer.. Exposure to and use of the standard invoice configuration Utility is helpful. Session Description: In this course we will venture beyond the basics of the custom selections in the Invoice Format setup screens. The first half of the class will focus on the how Ajera communicates with the invoice formats. The discussion will continue with how your choices in the setup screens affect the data that is passed to the invoice formats. In the second part of the class we will open the custom invoice designer and discuss the basics. Exercises will cover making common changes to invoice formats, and the pros and cons of custom invoice formats. Intermediate Widgets Session Leaders: Ken Williams & Deirdre Larkin Prerequisites: Beginning Widgets Create a table widget. Create a chart widget. Modify page layout. Create and use conditional formatting. Learn how to use basic and intermediate formulas to create and modify widgets. Assign widgets to users and groups. Session Description: This intermediate level session will build upon the lessons introduced in Beginning Widgets. It will show you how to create second level widgets, developing basic widget formulas and using simple common SQL formulas, conditional formatting, security, use of filters, why key fields are important, grouping, sorting and using date ranges. After completing this class, you will be able to create your own tab, add new widgets within the tab, have a beginning knowledge of simple SQL formulas, and secure the tab and the widgets to specific users and groups. Advanced Widgets & Inquiry Session Leaders: Michael J. Brennan, CPA & Ken Williams Session Level: Advanced Prerequisites: Beginning and Intermediate Widget Designer and at least three month experience using the Widget and Inquiry Designer. Prior exposure to SQL commands is helpful but not necessary. Learn about best practices in relation to Widgets and Inquiries. Learn the strengths and weaknesses of Widgets and Inquires. Learn how to tap into unpublished fields and formulas using SQL commands. Session Description: This will be a fast paced course covering a lot of material. It is not recommended that you take this if you are taking Beginning and Intermediate Widgets during the current conference unless you are familiar with other querying/ Business Intelligence tools. The main focus of the class will be harvesting data directly from the Ajera database using SQL commands. Beyond the box is the goal and focus. Formula Madness Logistical decisions resulting in advanced formulas: Session Leaders: Greg Mayer & Michael J. Brennan, CPA / Advanced Prerequisites: Beginning Inquiry, Dashboards & Widgets, and prior experience with formulas in Excel. Ajera uses three different formula building tools in the Inquiry, Widgets, and Invoicing modules. The attendee will be able to construct SQL formulas to add additional information to your design. The attendee will be able to utilize formulas in the various modules. The attendee will take additional tools with them in the form of inquiries and invoice formulas and formatting and the knowledge of tools and websites that will provide additional support. Session Description: Let s discuss formulas that you need and can use. Ajera provides access to fields that you can use, but Inquiry, Invoice designer, and Widgets provide a different interface for each ap- P.O. Box 397 Sylvania, Ohio

6 plication. We will discuss how to get to the field that you need and teach some SQL Query tools that will enable you to obtain the information you need for your reporting purpose. We will discuss advanced formulas for Inquiry, Invoice Designer, dashboards, and widgets. The SQL functionality is similar in these applications. The session includes hands-on computer usage. Please send in some of your formula issues so we can plan to discuss them during the session. We will actively work on the issues as examples and have an active Q & A session. discussion points to gmayer@forsgren.com. Widgets, Metrics & SQL (Oh My!) Session Leader: Michael J. Brennan, CPA Session Level: Advanced Prerequisites: Beginning and Intermediate Widget Designer and at least 3 months experience using the Widget and Inquiry Designer. Prior exposure to SQL commands is helpful but not necessary. Furthering our knowledge of SQL in relationship to industry metrics and Ajera Widgets. Session Description: This will be a narrowly focused and fast paced course covering a lot of material. It is not recommended that you take this if you are taking Beginning and Intermediate Widgets during the current conference unless you are familiar with other querying / Business Intelligence tools. The main focus of the class will be creating a Management Style dashboard and assembling some of the most common and useful industry metrics on one Dashboard. Heavy use of SQL commands will be used to accomplish this goal. Beyond the box is the goal and focus. Again, the pace will be set for advanced users. Users with marginal skills will mostly fall behind and get lost. Advanced Resource Budgeting & Schedule Manager Session Leader: Michael McCaffrey & Val Higgins / Advanced Prerequisites: Strong interest in Project Manager interaction with the management of hours (and dollars when warranted). Discuss project creation within Ajera and where their roles come into play during the project lifecycle. Discuss the practical use of Project Templates and their many benefits. Review Ajera workflow for initial project creation. This will conclude with a discussion on phases and forms they take. Discuss budgeting of projects and the access to utilize resource management within Ajera for allocating all hours/cost/contract (fees) to those projects. Answer the age old question, what is the perfect level of micromanagement? Have the ability to schedule out the tasks/resources/phases/projects on your roster to completion. Make the futuristic leap into PM driven project and employee hour (and/or) dollar management within Ajera. Introducing Schedule Manager. Session Description: This session will discuss advanced resource budgeting and scheduling and will allow you to build and see the utilization of information added to the Manage tab in the Project Command Center. The information populates a host of report and scheduling functions within the Ajera software. The goal is to show the impact and relevance of adding information to Ajera and how the utilization of the scheduling function can improve utilization and profitability. New Features in Ajera Session Leader: Michael McCaffrey Session Level: Everyone Prerequisites: be an Ajera user To learn about software enhancements that have recently been released in Ajera. Session Description: This general session will provide an opportunity for users to experience new features in Ajera first-hand and learn best practices for workflow using these new features. Designing Activating Alerts Session Leader: Michael McCaffrey Prerequisites: Basic understanding of Ajera and Dashboards/Widgets The goal is to give all attendees a deeper understanding of where to start and see how Alerts can streamline internal processes to further enhance their ability to manage projects in Ajera. Session Description: This intermediate-level session will open up your eyes to powerful capabilities able to tie together Ajera and the real world. Have a PM that needs to sign off on an invoice but isn t just sitting at his or her desk waiting to do it? Need to reach outside the 6 P.O. Box 397 Sylvania, Ohio

7 system to get your employees attention? Alerts are your answer. This session will review the setup of Alerts in Ajera, both from an IT and from a functional standpoint. Then it will branch into how to solve common AE business needs with this simple solution. Using Excel with Ajera in a Live Linked Environment Session Leaders: Michael J. Brennan, CPA & Greg Mayer Session Level: Advanced Prerequisites: Good working knowledge of Excel is required; previous exposure to existing reporting tools is helpful. Gain an understanding of ODBC (Open Data Base Connectivity). Learn how to create a DSN (Data Source Names) necessary to link Excel to Ajera. Learn about existing SQL Views already present in the database, and how they can be used as an alternative reporting tool. Gain an understanding of the existing reporting tools (Widgets, Inquiry, Financial Statement Designer, and Reporting Services). Learn about the strengths and weaknesses of each and how Excel can fill the voids. Session Description: This class will be conducted in a fast paced learning environment. The main goal of the class will focus on connecting Excel to Ajera and learning about the existing SQL programming that is available to most Ajera users. (Hosted or SAS users should not take this class). Excel will not be the main focus, although new skills will probably be learned. Various hands-on exercises will be conducted to reinforce the newly acquired skills. Time permitting class participants will learn to create a Gnatt Chart in an Excel workbook that is linked to the Ajera database. Streamlining Billing Workflow The Next Level Session Leaders: Julie Barber, Suzanne Harrington & Pat Chase Prerequisites: A basic knowledge of Ajera and Inquiry is helpful, but not required. Customize the Project Command Center. Print draft invoices with supporting detail. Produce and use the paper version of the billing report. Two ways to bring up the draft invoice for paperless billing review. Make changes to your invoices. Session Description: In this hands-on session we will explore the traditional and paperless methods of billing workflow. You will learn how to utilize multiple features in Ajera to facilitate the information flow to/ from Principals or Project Managers to Accounting and back to create accurate and timely invoices. Ajera for Project Managers Workshop Session Leaders: Val Higgins & Kevin Sombart Intended Audience: Project Managers / Principals Number of Session Blocks: All day Prerequisites: A working knowledge of Ajera Become an Active PM Throughout the Project Lifecycle. Customize the Project Command Center. Set up project templates (Top-down & Bottom-up). Set up projects using templates. Assign both internal and external resources. Manage these resources. Set up and use Schedule Manager. Review projects for billing. Create invoices. Create Widgets (in-class examples throughout the workshop). Review Ajera Complete standard reports. Session Description: This class is intended for, but not limited to, project managers and is led by an accounting professional and a Deltek Project Management Consulting Manager. Accounting professionals may find this workshop helpful to develop their own training program for their project managers. A working knowledge of Ajera would be extremely helpful as this class is very hands-on. Class participants will learn how to create and utilize widgets using Ajera 8 that provide valuable information and links specific to project managers. We will learn to customize Ajera views so that project managers are only viewing the information they need to better manage projects. Participants will then learn best practices on how to set up projects, create project budgets, and allocate resources. We will use Schedule Manager to schedule employee hours for a project we create in class. This will enable us to compare the scheduled hours with the budgeted hours and analyze employee workload. Finally, the participants will learn how to utilize various reports available in Ajera and how to build a custom Inquiry report or two. After completing this course, attendees will be better equipped to use the many tools available in Ajera to effectively manage projects and will be able to train others. CLASSROOM What s Up with Project Profitability? Session Leader: Michael J. Brennan, CPA Session Level: Everyone P.O. Box 397 Sylvania, Ohio

8 Understand project profitability as defined by standard Ajera reports and functionality. Gain an understanding of the challenges in defining project profitability. Educate Ajera users about alternative methods of measuring the financial success of a project due to the challenges surrounding project profitability. Session Description: The goal of this session is to educate Ajera users about the subject of project profitability. After attending this session, users will understand that project profitability as defined by standard Ajera reports and functionality is not without challenges and pitfalls. As a result, alternative processes and project profitability metrics will be discussed. It is the intent of the instructor to educate Ajera users on the subject so they can best determine which method(s) best fits their firm s business practices and culture. This should enable users to break free of traditional methods in the event traditional methods prove to be ineffective. Implementing and Tracking Incentive Compensation Metrics Using Ajera Session Leader: Michael J. Brennan, CPA Session Level: Everyone Discuss the importance of Utilizing Incentive Compensation Plans in the A & E Industry. Expose Ajera users to incentive compensation metrics for all staff of an A & E firm. Demonstrate how incentive compensation metrics can be tracked in Ajera. Session Description: The goal of this session is to expose attendees to incentive compensation plan ideas and the benefits of utilizing them. Many A &E firms do not utilize incentive compensation plans because of the perceived challenges of tracking and calculating incentive compensation metrics. Participants will learn about incentive compensation plans and how to track the related metrics using Ajera software. Setting Up Ajera for AASHTO/FAR Compliance Session Leader: Justine Stimler / Principals Set up and manage Ajera for AASHTO and FAR compliance for State DOT and Federal contracting. Session Description: The purpose of this course is to educate Ajera users on how transactions are mapped (get assigned General Ledger account numbers) to the General Ledger (GL), provide a working knowledge of the Federal Acquisition Regulation (FAR) in regards to classifying and accounting for costs, and how to setup an Ajera system to be FAR compliant. Time permitting, users will further learn how to calculate and report their FAR compliant overhead rate. Tips & Tricks to Building a Dashboard Session Leaders: Ellen Keeley & Nancy Peterson Prerequisites: Dashboard basics Provide additional knowledge on the use and setup of Widgets and Dashboards. Learn how to share relevant and appropriate information through the use of Dashboards and Widgets. Session Description: Ajera s dashboards can offer your business unlimited capabilities for accessing your data. With so many possibilities, the challenge can be determining what you want your team to see. In this session we will discuss multiple techniques to set your firm up for success with dashboards and alerts. Maximizing Business Development Session Leaders: Michael McCaffrey & Val Higgins Prerequisites: Basic knowledge of standard marketing processes and Ajera project set up Set up Business Development. Set up a BD project. Update and track a BD project to manage your BD efforts. Use reports and inquires to analyze your BD efforts. Session Description: This two-part session will provide insight to the complete solution for tracking, managing and integrating business development efforts within your firm. It will also help you put what you learn back into action when you return to the office. Items covered include: 8 P.O. Box 397 Sylvania, Ohio

9 Tracking opportunities through the various business development stages. Forecast future project workloads. Analyze marketing investment and performance. Manage the Business Development process throughout the firm with Tasks. Get introduced to how Ajera s new CRM can take your marketing tracking to the next level. Payroll Matters Session Leader: Pam Shelton Prerequisites: Basic Payroll The user will be able to evaluate in-sourced vs out-sourced payroll functions. Understand Payroll setup and the ramifications of how your setup affects reporting and payroll. Session Description: All aspects of payroll will be open for discussion. We will start with in-sourcing vs. outsourcing. We will discuss setup, i.e. pays, deductions, fringes, taxes, WC, tax reporting and payments and the concept that all pays for employees flow through payroll, which will simplify your life. We will also discuss those items that should not flow through payroll. We will discuss planning and reporting, Excel versus Ajera concepts, direct deposits and in and out pays. Send in your questions early and we will incorporate them in the course materials and discussions. Ajera Tips, Tricks and Mini Topics Session Leaders: Michael J. Brennan, CPA Prerequisites: Exposure and use of Ajera for at least one year Learn new and efficient (possibly alternative) methods to implement Ajera based solutions. Session Description: Call it a Post Conversion follow-up class on steroids. During your conversion process, so much material and new concepts were introduced there is a high degree of probability you did not absorb it all or completely. This class is designed for users of Ajera for one year or longer. We will move through best practices, tips, tricks, and other workflow improvements at a brisk pace. The goal is to expose current users to as many workflow improvements as possible in the 90 minute session. Questions and lively discussions are encouraged. Ajera Roadmap Session Leaders: Ellen Keeley & Nancy Peterson Session Level: Everyone Share the product development roadmap with the Ajera users. Receive feedback on roadmap items. Session Description: The Deltek/Ajera product managers will share their vision of where the Ajera product will evolve and how they plan to provide the continuous improvement. They will share the enhancements that they have been working with their teams to implement and receive feedback from you on those plans. These sessions are always interactive and have opportunities for you to interact with the Ajera Product Managers. Month End Closing in Ajera Session Leader: Justine Stimler / Advanced Prerequisites: Completion and mastery of the basic Ajera Classes Provide a framework for the month end closing process. Provide a reconciliation methodology for the accounts and subledgers. Provide a starting point for you when dealing with account and subledger discrepencies. Session Description: This class will cover how to create a month-end close in Ajera, a real time software package. The class will discuss the process and methodologies to separate accounting period and how to change entries without changing all prior period Financial Statements. During the discussion, reconciliation processes and account verification strategies will be presented. The use of Ajera reports and inquires will be discussed as they relate to month-end processing. P.O. Box 397 Sylvania, Ohio

10 c 2016 AUA NATIONAL CONFERENCE SCHEDULE TUESDAY APRIL 19 April 19 21, 2016 Holiday Inn Orlando Downtown Disney 21 CPE Credits Available REGISTER ONLINE BEGINNING/INTERMEDIATE CLASSROOM c 8:30-10:00 1 Ajera for New Users Project Set Up & Rate Tables Financial Statement Designer Advanced Resource Budgeting & Schedule Manager What s Up with Project Profitability 10:30-12:00 2 Ajera for New Users Workflow & Billing Financial Statement Designer Advanced Resource Budgeting & Schedule Manager Implementing and Tracking Incentive Compensation Metrics Using Ajera 12:00-1:00 LUNCH 1:00-2:30 3 3:00-4:30 4 Ajera for New Users Reporting Ajera for New Users HR Set Up Client Invoice Designer New Features in Ajera Tips & Tricks to Building a Dashboard Client Invoice Designer Designing Activating Alerts Setting Up Ajera for AASHTO /FAR Compliance 4:30-5:30 OPEN : APPOINTMENTS AVAILE UPON REQUEST 5:30-7:00 WELOME RECEPTION! WEDNESDAY APRIL 20 BEGINNING/INTERMEDIATE CLASSROOM 8:30-10:00 5 Beginning Widgets Intermediate Widgets Using Excel with Ajera in a Live Linked Environment Maximizing Business Development 10:30-12:00 6 Beginning Widgets Intermediate Widgets Using Excel with Ajera in a Live Linked Environment Maximizing Business Development 12:00-1:30 LUNCH AND ASK YOUR QUESTIONS TO OUR PANEL OF EXPERTS 1:30-3:00 7 Beginning Inquiry Advanced Inquiry/Widgets Streamlining Billing Workflow The Next Level Payroll Matters 3:30-5:00 8 Intermediate Inquiry Advanced Inquiry/Widgets Streamlining Billing Workflow The Next Level Payroll Matters 5:00-6:00 OPEN : APPOINTMENTS AVAILE UPON REQUEST THURSDAY APRIL 21 8:30-10:00 9 BEGINNING/INTERMEDIATE PROJECT MANAGEMENT WORKSHOP Beginning Widgets Formula Madness Ajera for Project Managers Workshop CLASSROOM New features in Ajera (Repeat of session 3) 10:30-12:00 10 Beginning Widgets Formula Madness Ajera Tips, Tricks and Mini Topics 12:00-1:00 LUNCH 1:00-2:30 11 Intermediate Widgets Widgets, Metrics and SQL (Oh My!) Ajera Roadmap 3:00-4:30 12 Intermediate Widgets Widgets, Metrics and SQL (Oh My!) Month End Closing in Ajera P.O. Box 397 Sylvania, Ohio

11 AGENDA CANCELLATION POLICY Tuesday, April 19, :00 8:00... Registration & Continental Breakfast 8:00 8:30... Opening Session 8:30 10:00... Session 1 10:00 10:30... Break 10:30 12:00... Session 2 12:00 1:00... Lunch Provided 1:00 2:30... Session 3 2:30 3:00... Break 3:00 4:30... Session 4 4:30 5:30... Open Lab: Appointments are available... upon request 5:30 7:00... Reception Wednesday, April 20, :30 8:30... Continental Breakfast 8:30 10:00... Session 5 10:00 10:30... Break 10:30 12:00... Session 6 12:00 1:30... Lunch Provided & Ask Your Question to... our panel of experts 1:30 3:00... Session 7 3:00 3:30... Break 3:30 5:00... Session 8 5:00 6:00... Open Lab: Appointments are available... upon request Thursday, April 21, :30 8:30... Continental Breakfast 8:30 10:00... Session 9 10:00 10:30... Break 10:30 12:00... Session 10 12:00 1:00... Lunch Provided & Closing Session 1:00 2:30... Session 11 2:30 3:00... Break 3:00 4:30... Session 12 Cancellations must be received in writing two weeks prior to the National Conference to receive a monetary refund. After that time, full credit will be given toward any future AUA event for a period of 1 year. For more information regarding administrative policies such as complaint and refund, please contact our offices at REGISTRATION FEES AUA NON- Members Members 1 Day Fee...$ $ Day Fee...$ $ Day Fee...$ $ If you are not currently a member, you may join AUA at this time by including your first year dues of $ per company with your conference registration and take advantage of the discounted member rate today. 21 CPE Credits Available Ajera Users Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue, Suite 700, Nashville, TN, Web site: 11 P.O. Box 397 Sylvania, Ohio