Financial Performance Management. Prologue Financials Training Catalog

Transcription

1 Financial Performance Management Prologue Financials Training Catalog October 2017 December 2017

2 Table of Contents Financial Management Solutions Training from Fiserv... 3 Online Learning... 4 Virtual Classroom... 9 Instructor-Led Classroom Custom Webinar Contact, Registration, & Policies

3 Financial Management Solutions Training from Fiserv Financial Management Solutions from Fiserv Our solutions help financial institutions organize, plan, direct, monitor, and control their monetary resources and financial data across the entire spectrum of income and expense, and asset and capital management. Top Notch Learning Tools We offer quality learning opportunities to help build your proficiency so that you get the most out of our solutions. Our training spans from basic to advanced concepts with step-by-step how-to instructions. Fiserv Instructors Our product education is led by experienced product specialists who use the products on a daily basis. Variety of Learning Methods We offer training options that will meet your needs. Online Self-Paced Training Courses: set your own pace, offers you the most flexibility for scheduling your learning. Virtual Classroom is a Group-Internet Based instructional method. Experience the same benefits of the classroom without having to leave your office. Learn with Hands-on lab and practice. Highly interactive. Instructor Led Classroom is a Group-Live traditional workshop with hands-on practice. Custom Webinar: led by an experienced product specialist, custom Webinar training provides personalized instruction and Q&A time using your institution s data. To access The Learning Center: For In-House Environment users, logon to: For Hosted Environment users, logon to: Intelligent Workplace > Answer Center > Training Center 3 3

4 Online Learning Our online self-paced training courses allow you to set your own learning pace and absorb key concepts through self-study and practice. These e-learning courses offer you the most flexibility for scheduling and attending instructional training on how to use our products. Introduction to Prologue Version 9 and earlier In-House Environment Hosted Environment This is advanced preparation to classroom training and to the online courses. This training course introduces the basic functions and procedures frequently performed when working with Prologue, including: Starting and exiting the systems Navigating (including an overview of the navigator and buttons) Working with records (searching, sorting, copying, deleting, and templates) Managing data (safeguarding data and backing up and restoring) Working with BLOB images Maintaining company information Accessing user assistance An introduction to reporting Introduction to Prologue Financials Version 10 In-House Environment Hosted Environment This is advanced preparation to classroom training and to the online courses. This training course introduces the basic functions and procedures frequently performed when working with Prologue, including: Starting and exiting the systems Navigating (including an overview of the navigator and buttons) Working with records (searching, sorting, copying, deleting, and templates) Managing data (safeguarding data and backing up and restoring) Working with attachments Maintaining company information Accessing user assistance An introduction to reporting one to two hours free one to two hours free To access The Learning Center: For In-House Environment users, logon to: For Hosted Environment users, logon to: Intelligent Workplace > Answer Center > Training Center 4

5 Online Learning Prologue Application Administrator Version 9 and earlier In-House Environment Hosted Environment This is a course for administrators and supervisors only. This is advanced preparation to classroom training and to the online courses. This is a four-course series created for specific environments. Select the course series that aligns with your technical environment. Course 1: The Basic teaches the basics for accessing and navigating Application Administrator, as well as how to safeguard your customer data. Course 2: Maintaining Users and Groups teaches you how to set up users and groups and how to assign security permissions, general ledger account restrictions, and multicompany permissions. Course 3: System Settings teaches you how to set up user and system component options, where to find information on setting up your modules, how to define your default posting accounts, and how to order check stock. Course 4: Managing Data teaches you how to manage data, how to work with and generate reports and report groups, how to scan vendor documents, and how to set up document retrieval for the Director /Nautilus storage solution. Prologue Financials Application Administrator Version 10 In-House Environment Hosted Environment This is a course for administrators and supervisors only. This is advanced preparation to classroom training and to the online courses. This is a four-course series created for specific environments. Select the course series that aligns with your technical environment. Course 1: The Basic teaches the basics for accessing and navigating Application Administrator, as well as how to safeguard your customer data. Course 2: Maintaining Users and Groups teaches you how to set up users and groups and how to assign security permissions, general ledger account restrictions, and multi-company permissions. Course 3: System Settings teaches you how to set up user and system component options, where to find information on setting up your modules, how to define your default posting accounts, and how to order check stock. Course 4: Managing Data teaches you how to manage data, how to work with and generate reports and report groups, how to scan vendor documents, and how to set up document retrieval for the Director /Nautilus storage solution. varies free varies free 5

6 Online Learning Prologue Accounts Payable Version 9 and earlier This online, self-study course series introduces the Accounts Payable system to accounts payable end users. Throughout the course series, you will learn the basics of Accounts Payable, which includes: Setting up Accounts Payable Creating and maintaining vendor information and transactions Processing vouchers and payments Processing and managing checks and voids Generating frequently used Accounts Payable reports Introduction to Prologue Prologue Application Administrator (for administrators and supervisors only) four to six hours $500 for six-month access Prologue Fixed Assets Version 9 and earlier This online, self-study course series introduces Fixed Assets system to fixed assets end users. Throughout the course series, you will learn the basics of Fixed Assets, which includes: Setting up Fixed Assets Creating and maintaining Fixed Assets Processing depreciation Generating reports Exporting Fixed Assets data Introduction to Prologue Prologue Application Administrator (for administrators and supervisors only) CPE Credits: 5.5 four to six hours $500 for six-month access Financial Accounting Online Training Library In addition to the online courses listed in this catalog, free self-paced tutorials are available for viewing in the Learning Center. We frequently update the training library with tutorials that provide you with additional instruction on using our products. 6 3

7 Online Learning Prologue Financials Accounts Payable Version 10 This online, self-study course series introduces Accounts Payable system to accounts payable end users. Throughout the course series, you will learn the basics of Accounts Payable, which includes: Setting up Accounts Payable Creating and maintaining vendor information and transactions Processing vouchers and payments Processing and managing checks and voids Generating frequently used Accounts Payable reports Application Administrator Version 10 (for administrators and supervisors only) Prologue Financials Fixed Assets Version 10 This online, self-study course series introduces Fixed Assets system to fixed assets end users. Throughout the course series, you will learn the basics of Fixed Assets, which includes: Setting up Fixed Assets Creating and maintaining Fixed Assets Processing depreciation Generating reports Exporting Fixed Assets data Application Administrator Version 10 (for administrators and supervisors only) four to six hours $500 for six-month access four to six hours $500 for six-month access To access The Learning Center: For In-House Environment users, logon to: For Hosted Environment users, logon to: Intelligent Workplace > Answer Center > Training Center 7

8 Online Learning Prologue Financials General Ledger Version 10: Fundamentals Course 1: Introduction to General Ledger This course sets the groundwork for using Prologue Financials General Ledger Version 10 to accomplish your core job responsibilities. Upon completion of this course, you will be able to explain the process flows associated with journal entry creation. You will also be able to locate and describe key resources, and process windows used throughout this course series. Course 2: Creating and Posting Journal Entries In this course, you will learn the basic processes and procedures for using General Ledger to create and post journal entries. Course 3: Working with General Ledger Data This course focuses on identifying General Ledger data sources, the processes required for downloading transaction data, and running reports for reconciliation. You will learn how to: Complete common job requirements for your role using General Ledger software Learners should first complete the following: Prerequisites Learners are expected to have general accounting knowledge such as the difference between debits and credits, understand how a journal entry affects the balance of an account, etc. and/or must have a working knowledge of the individual steps in the accounting process. Audience Staff accountants and those with similar levels of knowledge and job responsibilities. two to three hours $500 for six-month access CPE Credits: 3.5 8

9 Virtual Classroom Virtual Classroom is a Group Internet Based instructional method. You experience the same benefits of learning as in a traditional brick and mortar classroom environment without having to leave your office. You will use the Internet to connect to a Fiserv website that is specifically prepared and assigned to you for the session. The website gives you access to a training database so that you can apply what you learn immediately. You will interact with the instructor and other participants as you complete hands-on exercises. And you ll have the opportunity to ask questions and share knowledge the same as in a traditional classroom. Prologue Financials Accounts Payable Version 10 with Hands-On Lab This interactive course introduces Accounts Payable from Fiserv to Accounts Payable end users. Attendees receive hands-on guidance and practice on processing vouchers, vendor payments, and general ledger entries. Attendees will be guided through the process of gathering journal entry information from Accounts Payable. This course covers the initial setup of the Accounts Payable solution, vendor and voucher maintenance, vendor payment, and detailed accounts payable reporting. This course also covers the voiding process as well as reports related to daily transactions. You will learn how to: Create and maintain vendor records Record and process vendor transactions Create payments (check or ACH) Void checks Understand the recording of the entry to your general ledger Application Administrator Version 10 (for administrators and supervisors only) eleven hours/four sessions in two days CPE Credits: 13 Date: Oct 17 th 18 th Dec 5 th 6 rth $1,200 Prologue Financials Fixed Assets Version 10 with Hands-On Lab This interactive course introduces Fixed Assets from Fiserv to Fixed Assets end users. Attendees receive hands-on guidance and practice on how to create and maintain fixed assets, process depreciation, and the running of detail reports for internal and tax books. They will also create entries that are posted to their general ledger. This course also covers the initial setup of the Fixed Assets software, fixed assets input, asset classifications, depreciation processing, and fixed assets reporting. You will learn to: Maintain your fixed assets Process depreciation Manage up to eight separate books for accounting and tax records Dispose of assets Application Administrator Version 10 (for administrators and supervisors only) five hours/two sessions in one day CPE Credits: 6 Date: Oct 19 th Dec 7 th $600 9

10 Virtual Classroom Prologue Financials General Ledger Version 10 with Hands-On Lab In this virtual hands-on class, you will connect to the internet from your desktop and interact with a live trainer and virtual lab. This class provides an in-depth overview of the key functions and features of General Ledger. You will learn to maintain the general ledger chart of accounts. You will practice creating and posting journal entries. The system maintains your general ledger accounts, transactions, balances and sub ledger balancing. It provides accurate financial reporting to help support business needs. It maintains an unlimited number of years of transactions and budget history to help you analyze trends, and make better business decisions. You will learn how to: Create and maintain your general ledger accounts Record financial transactions Record and process Accruals and Prepaids Create reports that will help you make better decisions and analyze trends Automate and streamline daily, monthly, quarterly and yearly processes Learners should first complete the following: Application Administrator Version 10 (for administrators and supervisors only) Audience This virtual classroom introduces General Ledger to general ledger end-users. ten hours/four sessions in two days CPE Credits: 14 Date: Oct 24 th - 25 th Nov 14 th 15 th Dec 12 th 13 th $1200 Prologue Financials General Ledger Financial Reports Version 10: Basics with Hands-On Lab In this virtual hands-on class, you will connect to the Internet from your desktop and interact with a live trainer and virtual lab. The instructor will provide an in-depth hands-on review of the financial report designer component within General Ledger. This tool enables users to reconcile data, analyze trends, and effectively make better decisions. Learn how to create financial reports in this virtual classroom. The instructor will review and assist in creating, formatting, and maintaining row, column, and entity templates. You will learn to: Create and maintain reports to track financial performance Write reports that provide data to make better decisions Use the drill-down feature from the financial reports to view detail account information No Prerequisites Learners should understand the following elements within General Ledger. Application navigation Chart of account segment structure and maintenance Account balances (month-end, net activity, averages, budget amounts) Fiscal Years and Periods Audience This virtual classroom is intended for existing users who create and maintain financial reports within General Ledger. five hours/two sessions in one day CPE Credits: 6 Date: Oct 26 th Nov 16 th Dec 14 th $600 10

11 Virtual Classroom Prologue Financials General Ledger Financial Reports Version 10: Beyond the Basics with Hands-On Lab In this virtual hands-on class, you will connect to the Internet from your desktop and interact with a live trainer. During this course, your instructor will show you how to create reports with profitability ratios, liquidity ratios, yield/cost ratios, and asset quality, as well as how to create other financial reports that aid in monitoring financial performance. The instructor will also demonstrate how to work with period ranges, row options (base calculations, rollup details, byline), statistical accounts, eliminations, SQL Server connection to Excel, cumulative transaction journals, and query/filter examples. This virtual classroom provides hands-on activities that allow you to practice in a demonstration database. You have the opportunity to interact with other participants, ask questions, and participate the same as in a regular classroom environment. You will learn how to: Create custom financial reports beyond the standard report set, such as: o Byline detail reports o Cash flow reports o Yield reports Prologue Financials General Ledger Financial Reports Version 10-Basics with Hands-on Lab Prerequisites Participants should have a strong working knowledge of accounting and experience working with General Ledger to create and maintain financial reports. Audience This virtual classroom is intended for existing users who create and maintain financial reports within General Ledger. four hours/two sessions in one day CPE Credits: 5 Date: Nov 9 th $500 Prologue General Ledger Version 9 and earlier with Hands-On Lab In this virtual hands-on class, you will connect to the internet from your desktop and interact with a live trainer and virtual lab. This class provides an in-depth overview of the key functions and features of General Ledger. You will learn to maintain the general ledger chart of accounts. You will practice creating and posting journal entries. The system maintains your general ledger accounts, transactions, balances and sub ledger balancing. It provides accurate financial reporting to help support business needs. It maintains an unlimited number of years of transactions and budget history to help you analyze trends, and make better business decisions. You will learn how to: Create and maintain your general ledger accounts Record financial transactions Record and process Accruals and Prepaids Create reports that will help you make better decisions and analyze trends Automate and streamline daily, monthly, quarterly and yearly processes Learners must first complete the following: Introduction to Prologue Prologue Application Administrator online course (for administrators and supervisors only) Audience This virtual classroom introduces General Ledger to general ledger end-users. twelve hours/two sessions in two days CPE Credits: 14 Date: Nov 7 th 8 th $

12 Virtual Classroom Prologue General Ledger Financial Reports Version 9 and earlier: Basics with Hands-On Lab In this virtual hands-on class, you will connect to the Internet from your desktop and interact with a live trainer and virtual lab. The instructor will provide an in-depth hands-on review of the financial report designer component within General Ledger. This tool enables users to reconcile data, analyze trends, and effectively make better decisions. Learn how to create financial reports in this virtual classroom. The instructor will review and assist in creating, formatting, and maintaining row, column, and entity templates. You will learn to: Create and maintain reports to track financial performance Write reports that provide data to make better decisions Use the drill-down feature from the financial reports to view detail account information No Prerequisites Learners should understand the following elements within General Ledger. Application navigation Chart of account segment structure and maintenance Account balances (month-end, net activity, averages, budget amounts) Fiscal Years and Periods Audience This virtual classroom is intended for existing users who create and maintain financial reports within General Ledger. five hours/two sessions in one day CPE Credits: 6 Date: Dec 4 th $600 Prologue General Ledger Financial Reports Version 9 and earlier: Beyond the Basics with Hands-On Lab In this virtual hands-on class, you will connect to the Internet from your desktop and interact with a live trainer. During this course, your instructor will show you how to create reports with profitability ratios, liquidity ratios, yield/cost ratios, and asset quality, as well as how to create other financial reports that aid in monitoring financial performance. The instructor will also demonstrate how to work with period ranges, row options (base calculations, rollup details, byline), statistical accounts, eliminations, SQL Server connection to Excel, cumulative transaction journals, and query/filter examples. This virtual classroom provides hands-on activities that allow you to practice in a demonstration database. You have the opportunity to interact with other participants, ask questions, and participate the same as in a regular classroom environment. You will learn how to: Create custom financial reports beyond the standard report set, such as: o Byline detail reports o Cash flow reports o Yield reports Prologue Financials General Ledger Financial Reports Version 9-Basics with Hands-on Lab Prerequisites Participants should have a strong working knowledge of accounting and experience working with General Ledger to create and maintain financial reports. Audience This virtual classroom is intended for existing Prologue users who create and maintain financial reports within General Ledger. four hours/two sessions in one day CPE Credits: 5 Date: Oct 30 th $

13 Instructor-Led Classroom These sessions offer traditional classroom-style instruction led by experienced product specialists from Fiserv. This group-live instruction is hands-on to reinforce concepts and enhance software proficiency. Classroom training, unless otherwise noted, targets new users. Classes are hosted at our training centers in Phoenix, AZ and Alpharetta, GA. Prologue Financials Accounts Payable Version 10 This interactive course introduces Accounts Payable from Fiserv to Accounts Payable end users. Attendees receive hands-on guidance and practice on processing vouchers, vendor payments, and general ledger entries. Attendees will be guided through the process of gathering journal entry information from Accounts Payable. This course covers the initial setup of Accounts Payable solution, vendor and voucher maintenance, vendor payment, and detailed accounts payable reporting. This course also covers the voiding process as well as reports related to daily transactions. You will learn how to: Create and maintain vendor records Record and process vendor transactions Create payments (check or ACH) Void checks Understand the recording of the entry to your general ledger Application Administrator Version 10 (for administrators and supervisors only) Field of Study: CPE Credits: Date/Location: Accounting - Technical 15 two days Nov 7 th 8 th Alpharetta, GA $1,200 Prologue Financials Fixed Assets Version 10 This interactive course introduces Fixed Assets from Fiserv to Fixed Assets end users. Attendees receive hands-on guidance and practice on how to create and maintain fixed assets, process depreciation, and the running of detail reports for internal and tax books. They will also create entries that are posted to their general ledger. This course also covers the initial setup of the Fixed Assets software, fixed assets input, asset classifications, depreciation processing, and fixed assets reporting. You will learn to: Maintain your fixed assets Process depreciation Manage up to eight separate books for accounting and tax records Dispose of assets Application Administrator Version 10 (for administrators and supervisors only) CPE Credits: 7 one day Date/Location: Nov 9 th $600 Alpharetta, GA 13

14 Instructor-Led Classroom Prologue Financials General Ledger Version 10 This two-day class targets those who operate General Ledger on a daily and monthly basis. The class provides an in-depth overview of the key functions and features of General Ledger from Fiserv. The system maintains your general ledger accounts, transactions, balances, and sub-ledger balancing. It provides accurate financial reporting to help support business needs. It maintains an unlimited number of years of transaction and budget history to help you analyze trends and make better business decisions. Focus Areas Review General Ledger component option settings to streamline processing Maintaining the general ledger chart of accounts Importing and exporting transaction and budget information including sub-ledger balancing Maintaining and processing accrual, prepaid, and elimination transactions Creating and posting journal entries Maintaining the posting processes that include batch and realtime posting Daily/monthly maintenance and processing using unattended processing Comprehensive reporting using system generated reports Introduction to creating and generating financial reports using financial report designer functionality within General Ledger You will learn how to: Create and maintain your general ledger accounts Record financial transactions Record and process Accruals and Prepaids Create reports that will help you make better decisions and analyze trends Automate and streamline daily, monthly, quarterly and yearly processes Application Administrator Version 10 (for administrators and supervisors only) Prologue Financials General Ledger Financial Reports Version 10 This one-day class provides an in-depth hands-on review of the financial report designer component within General Ledger. This tool enables users to reconcile data, analyze trends, and effectively make better decisions. Bring a sample financial report to this session and learn how to recreate it in class. The instructor reviews and assists attendees in creating, formatting, and maintaining row, column, and entity templates. Audience This course targets those who create and maintain financial reports within General Ledger. You will learn to: Create and maintain reports to track financial performance Write reports that provide data to make better decisions Use the drill-down feature from the financial reports to view detail account information No Prerequisites Learners should understand the following elements within General Ledger: Application navigation Chart of account segment structure and maintenance Account balances (month-end, net activity, averages, budget amounts) Fiscal Years and Periods CPE Credits: 7 one day Date/Location Oct 12 th Phoenix, AZ $600 CPE Credits: 15 two days Date/Location: Oct 10 th 11 th Phoenix, AZ $1,200 To access The Learning Center: For In-House Environment users, logon to: For Hosted Environment users, logon to: Intelligent Workplace > Answer Center > Training Center 14

15 Custom Webinar Led by our experienced product specialists, custom Webinar training provides product instruction and Q&A opportunities via interactive Web presentations using your institution s data. Prologue Financials Custom Webinar If you would like to schedule a Prologue Custom Webinar using your institution s data, please contact our training administrator at FRMS.Training@fiserv.com

16 Contact, Registration, & Policies Extension of CPE Credits Fiserv 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 submitted to the National Registry of CPE Sponsors through its website: Register via the Web To access The Learning Center: For In-House Environment users, log on to: For IW or Hosted Environment users, log on to: Intelligent Workplace > Answer Center > Training Center Contact our Training Administrator For feedback regarding a program, contact our training administrator at or , or FRMS.Training@fiserv.com. Cancellation Policy Cancellations made fewer than fourteen days prior to the first day of a class, seven days prior to the first day of a Virtual class, and five days prior to the first day of a webinar are subject to a 50 percent cancellation fee. Confirmed participants who do not attend their scheduled sessions are liable for a 50 percent cancellation fee. You may make substitutions at any time. Fiserv reserves the right to cancel a scheduled class with a fourteen-day notice, cancel a scheduled Virtual class with a seven-day notice, and to cancel a scheduled webinar with a five-day notice to registrants. If a class, Virtual class, or webinar is canceled for any reason, Fiserv liability is limited to the fee only. 16

17 Fiserv Inc Fiserv Inc. or its affiliates. All rights reserved. Fiserv is a registered trademark 255 Fiserv Drive of Fiserv, Inc. Other products referenced in this material may be trademarks or Brookfield getsolutions@fiserv.com registered trademarks of their respective companies. WI