Financial Performance Management. Prologue Financials Classroom Training Catalog

Transcription

1 Financial Performance Management Prologue Financials Classroom Training Catalog July 2018 September 2018

2 Table of Contents Financial Management Solutions Training from Fiserv... 3 Virtual Classroom... 4 Instructor-Led Classroom... 8 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. 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 Instructor led 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 Prologue Financials Introduction and Administration Curriculum. eleven hours/four sessions in two days CPE Credits: 13 Jul 24 th 25 th Aug 7 th 8 th Sept 11 th 12 th Sept 25 th 26 th Price: $1,200 *NEW - Prologue Financials Accounts Payable and Fixed Assets Maximizing Use of the Application for Intermediate Users with Hands-On Lab An Advanced Course In this virtual hands-on class, you will connect to the internet from your desktop and interact with a live trainer and virtual lab. Become more efficient using Accounts Payable and Fixed Assets! Learn tips and tricks that will improve productivity. Through hands-on exercises and discussions with peers, attendees will explore Accounts Payable topics such as ACH transactions and vendor addresses. Attendees will explore Fixed Assets topics such as recalculate asset books. Process ACH transactions and files Reprint checks Work with multiple vendor address Use vendor classes and A/P transactions types Create check overflow reports Asset book mass update and asset mass transfer Asset reassign accounts and asset mass disposal No Prerequisites Prologue Financials Accounts Payable and Fixed Assets Classroom or Virtual Classroom Training or Prologue Financials Accounts Payable and Fixed Assets e- learning courseware Current user of Prologue Financials Accounts Payable and Fixed Assets CPE Credits: 6 Aug 10 th Sept 6 th Price: $600 five hours/two sessions in one day 4

5 Instructor-Led Virtual Classroom 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. Maintain your fixed assets Process depreciation Manage up to eight separate books for accounting and tax records Dispose of assets Prologue Financials Introduction and Administration Curriculum. CPE Credits: 6 Jul 26 th Aug 9 th Sept 13 th Sept 27 th Price: $600 five hours/two sessions in one day 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 Prologue Financials Introduction and Administration Curriculum (for Version 10). Audience This virtual classroom introduces General Ledger to general ledger end-users. CPE Credits: 14 Aug 28 th 29 th Sept 18 th 19 th Price: $1200 ten hours/four sessions in two days 5

6 Instructor-Led Virtual Classroom 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. 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. CPE Credits: 6 Aug 30 th Sept 20 th Price: $600 five hours/two sessions in one day *NEW - Prologue Financials General Ledger Maximizing Use of the Application for Intermediate Users with Hands-On Lab An Advanced Course In this virtual hands-on class, you will connect to the internet from your desktop and interact with a live trainer and virtual lab. Gain a deeper understanding of General Ledger. Attend this two-day class to learn the benefits of account categories and accounts groups relating to financial reports. Discover how the account average balance is calculated. Practice using statistical accounts to track number of employees, number of accounts by branch, etc. and use these in financial reports. Build the intercompany account and elimination account tables and create/review entries to gain an understanding of how Prologue can improve the time to record intercompany and elimination entries. Practice adding and modifying accounts using account mass modifications. Learn how to add User Defined Codes for Accounts Payable, Fixed Assets and General Ledger. Learn about using export tables. Create report configurations and report groups to improve timeliness of running reports. Gain knowledge about the budget feature available in Prologue. Improve time spent on routine accounting tasks and spend more time analyzing the financial data provided by Prologue Financials Tracking statistical data Recording intercompany transactions Recording elimination entries Adding and modifying accounts Tracking budget to actual performance can be reduced by using Prologue Financials to its full potential. No Prerequisites Prologue Financials General Ledger Classroom or Virtual Classroom Training or Prologue Financials General Ledger e-learning courseware Current user of Prologue Financial General Ledger CPE Credits: 14 twelve hours/two sessions in two days Aug 8 th 9 th Price: $1200 6

7 Instructor-Led 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 Learners should first complete the 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 Aug 13 th Price: $500 To access The Learning Center: For In-House Environment users, logon to: For Hosted Environment users, logon to: Intelligent Workplace > Answer Center > Training Center 9 7

8 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 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 Prologue Financials Introduction and Administration Curriculum (for Version 10). CPE Credits: Date/Location: Price: 15 two days Aug 21 st 22 nd $1,200 Alpharetta, GA 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. Maintain your fixed assets Process depreciation Manage up to eight separate books for accounting and tax records Dispose of assets Prologue Financials Introduction and Administration Curriculum (for Version 10). CPE Credits: 7 one day Date/Location: Price: Aug 23 rd $600 Alpharetta, GA 8

9 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 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 Prologue Financials Introduction and Administration Curriculum (for Version 10). 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. 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 Aug 16 th Alpharetta, GA Price: $600 CPE Credits: 15 two days Date/Location: Aug 14 th 15 th Alpharetta, GA Price: $1,200 9

10 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 and seven days prior to the first day of a Virtual class, 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 and cancel a scheduled Virtual class with a seven-day notice to registrants. If a class or Virtual class is canceled for any reason, Fiserv liability is limited to the fee only. 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