Sept. 13 15 San Diego, Ca. Preliminary Course List Accounting 52 sessions, including: AC050 Financial Reporting Overview AC131 Voyager Bank Reconciliation AC133 Troubleshooting Bank Reconciliation AC160 Financial Analytics AC165 Segmented Accounting in Voyager 7S AC210 Introduction to Account Trees AC215 Automating Management Fees AC230 Month-End Processing for Residential AC231 Residential GPR Explained AC237 Month End Tie-Outs: AR, Security Deposits & AP AC241 Voyager 7S Intercompany AC245 1099s AC250 Correcting Resident & Tenant Ledgers Icon Legend * New Course Updated Course Follow the conversation! #YASC2017
Accounting AC260 Mortgage Accounts Payable AC320 GL Allocations AC340 Advanced Account Trees EE120 Yardi CHECKscan EE260 Online Payment Processing EE370 Yardi Payment Processing Best Practices EP040 Yardi Bill Pay Overview EP050 Yardi PAYscan Demo EP100 New Features Update: Yardi Procure to Pay EP150 Yardi PAYscan Basics EP155 Yardi PAYscan: New Features for the VoyagerPlus Platform EP170* Procure to Pay Purchase Orders & Other AP Management Tools EP220* Yardi PAYscan & AP: Industry Norms EP320 Yardi PAYscan Tip & Tricks ES040 Yardi Marketplace Overview ES070 Voyager & VENDORCafé
Affordable Housing 35 sessions, including: Six industry training sessions with Mary Ross AF100 Spotlight on Affordable Housing AF112* New Features Update: RENTCafé Affordable Housing AF115* RENTCafé Affordable Housing Applicant Workflow AF135 RENTCafé Affordable Housing Site Manager AF150-1 Affordable Housing Waiting List: Setup AF150-2 Affordable Housing Waiting List: Workflow AF201 Affordable Housing Best Practices AF202 Introduction to Local Programs AF218 Introduction to Affordable Housing Letters & Forms with FillDocs AF227-1 Repayment Agreements Part 1: Setup AF227-2 Repayment Agreements Part 2: Workflow AF227-3 Repayment Agreements Part 3: Troubleshooting AF231 Converting to TRACS 203A: Part 1 AF236 Unit Transfers & Gross Rent Changes AF260-1* Affordable Housing Accounting Part 1: Setup AF260-2 Affordable Housing Accounting Part 2: Monthly Procedures AF260-3* Affordable Housing Accounting Part 3: Reports AF260-4 Affordable Housing Accounting Part 4: Troubleshooting
Affordable Housing AF270-1 Tax Credit Best Practices: Part 1 AF270-2 Tax Credit Best Practices: Part 2 AF287* RENTCafé Affordable Housing Site Manager: Admin Tools AF290 Affordable Housing Ad Hoc Reporting AF291* Understanding Affordable Housing Analytic Reports AF318 Affordable Housing Letters & Forms with FillDocs: Advanced Topics VAUG Voyager Affordable User Group Commercial 33 sessions, including: CM050 Spotlight on Commercial & Investment Management CM060 Best Practices for Commercial Plug-In Updates CM061* COMMERCIALCafé Marketing CM063* Yardi Deal Manager CM070 Yardi Matrix for Commercial CM100 New Features Update: Voyager Commercial CM110 Basic Lease Administration & Setup CM135 Commercial Month-End Processes CM140 COMMERCIALCafé Tenant Portal CM150 Setting Up Estimates & Recoveries
Commercial CM165 Leasing Lifecycle & Commercial Workflows CM171 Commercial Leasing Manager: Mobilize Your CRM CM180* Tax & Insurance CM205* Commercial Best Practices CM230 Advanced Lease Administration CM231 Retail Calculations & Reporting CM240 Orion Business Intelligence for Commercial CM250 Straight Line Rents CM260 Reporting & Cost Inducements CM270 Administrator Tools for Commercial CM305 Commercial Best Practices: Advanced Topics CM331* Retail Calculations & Reporting: Advanced Topics CM341 Orion Business Intelligence for Commercial: Advanced Topics CM350 Complex Recoveries CM355 Design Strategies for Conventional & Advanced Recoveries CM360* Lessee Accounting: ASC 842 & IFRS 16 Accounting Standards
elearning 14 sessions, including: elfg Development Roundtable: Yardi elearning el040 Yardi elearning el140 Rapid Content Creation in Yardi elearning el160 Maximixing Effectiveness of Instructor-Led Training in Yardi elearning el180 Creating an Effective & Sustainable Training Program with Yardi elearning el190 Curating a Complete Training Resource Center in Yardi elearning el195* Reporting Done Right el250 Increasing Retention Using Micro-Learning Options in Yardi elearning el260 Reclaiming Your Work Day by Automating Yardi elearning el320* Security Permissions for Supervisors & Custom Admin Roles el340* Advanced Course Authoring Tools in Yardi elearning Energy 6 sessions, including: EU040* Yardi Smart Energy Suite EU210* Yardi Utility Billing for Multifamily EU220* Yardi Utility Expense Management & ENERGY STAR Benchmarking
Marketing 24 sessions, including: EW130 RENTCafé Property Marketing EW160 RENTCafé Online Leasing Workflow EW205 RENTCafé Marketing Strategy EW206 RENTCafé Extended Marketing Features EW240* RENTCafé Resident Services: Core Functions EW275* RENTCafé Resident Services: Enhancing the Resident Experience EW290 RENTCafé Troubleshooting: Tips, Tricks, & FAQ EW320 RENTCafé Advanced Property Marketing EW325* RENTCafé Resident Services: Extended Features EW330 RENTCafé Advanced Online Leasing Workflow EW365* RENTCafé edocs EW375 RENTCafé Blue Moon Best Practices EW390* RENTCafé Online Leasing Best Practices KT020* Marketing Automation KT080* Handling Social Media Reviews KT145 RENTCafé CRM Overview KT401 Upgrading from PopCard to RENTCafé CRM KT415 RENTCafé CRM: Leasing Workflow KT430 Call Automation & RENTCafé Connect
Marketing KT501* New Features Update: RENTCafé CRM KT520 RENTCafé CRM: Reporting KT530* Managing Your CRM Queue KT540* Handling Residents With CRM Modules 59 sessions, including: ABFFG Development Roundtable: Advanced Budgeting & Forecasting IMFG Development Roundtable: Investment Management MA031* Yardi InvestorPlus: Business Intelligence MA032* Yardi InvestorPlus: Investor Relationship Management & Deal Tracking MA150 Introduction to Yardi Advanced Accounting MA200 Introduction to Investment Management MA220 Investment Management Analytics & Custom Reporting MA300 Performance MA310 Investment Management: Advanced Topics MB112 Budgeting & Forecasting MB120 Introduction to Advanced Budgeting & Forecasting MB150 New Features Update: Advanced Budgeting & Forecasting MB170* Advanced Budgeting & Forecasting Reports
Modules MB210 Introduction to Valuations MB240* Reforecasting & Advanced Features MB270 Voyager 7S Models & Formulas for Advanced Budgeting & Forecasting MB280* Advanced Budgeting & Forecasting: Forecast Leasing Options MC Development Roundtable: Construction MC120 Construction Setup MC210 Construction Draws & Receivables MC240 Construction Reporting MC310* Yardi Construction Management: Advanced Topics MC320 Construction Forecasting MG110 Legal Module MI110 Overview of Yardi Inspection MI350 Inspection: New Features & Committee MM Maintenance Roundtable MM112 Voyager Work Orders MM156 Basics of Inventory Control MM157 Basics of Fixed Assets MM210 Maintenance Setup MM320 Advanced Maintenance Functions
Modules MM357 Fixed Assets: New Features & Committee MR050* Development Roundtable: Yardi Concierge MR110 Yardi Concierge MR220 Yardi Concierge: RENTCafé & Advanced/New Features Multifamily 27 sessions, including: ORMFG Development Update: Orion Business Intelligence for Multifamily RM010 Spotlight on Multifamily RM020 Yardi RENTmaximizer RM040 Yardi Resident Screening Introduction RM045* Experian RentBureau & Yardi Resident Screening RM070 Yardi Matrix for Residential RM116 Prospect Guest Card & Leasing Workflow RM160 ResidentShield Renters Insurance RM205 New Features Update: Voyager 7S Residential RM210 Getting the Most out of RENTmaximizer RM220 Residential Analytics RM225 Lease Renewals RM230 Move-Ins & Transfers
Multifamily RM235 Move-Out Process RM240 Property Takeover & Conversion RM242* Yardi to Yardi (Y2Y) Conversion Tool RM250 Orion Business Intelligence for Multifamily RM260 Yardi Resident Screening Best Practices RM315 Late Fees RM340 Residential Best Practices RM350 Orion Business Intelligence Setup for Administrators Panel Discussions 6 sessions, including: PN160 Tips & Real Life Experiences with Advanced Budgeting & Forecasting PN240* Tenant Portal Tips from COMMERCIALCafé Insiders PN320 The Orion BI Experience: A User Perspective PN340 Saving Time & Money with Procure to Pay Peer Roundtables 8 sessions, including: RT150 Trainers' Roundtable RT175 Social Media Roundtable RT275 Evaluating Your Business Practices RT430 Development Update: Risk Management Topics
PHA 20 sessions, including: PHMTW MTW Focus Group PHAUG PHA Users Group PH010 Spotlight on PHA PH100* Voyager 6.0 to 7s: Changes to PHA Functionality PH115* Public Housing Basics PH125 PHA Inspections PH145 RENTCafé PHA: Online Applications & Intake PH147 RENTCafé PHA: Landlord & Tenant Portals PH148 RENTCafé PHA: Online Recertifications PH175* Housing Choice Voucher Basics PH185* PHA Correspondence PH190* RENTCafé PHA: Site Manager PH195* RENTCafé PHA: Panel Discussion PH218 AdHoc.NET & FillDocs for PHA PH234* FSS Basics for PHA PH239* Opening Large HCV Waiting Lists: Best Practices PH258* Waiting List Maintenance & Updates PH320 Managing PHA & Affordable Housing Combination Properties
PHA PH325 Portability Finance PH345 PHA Demographics & Waiting List Analytics Reporting 30 sessions, including: RE050 Reporting Panel RE060 Yardi Spreadsheet Reporting Overview RE110 Basics of Database Schema & SQL RE160 Correspondence for Commercial RE161 Correspondence for Residential RE170 Introduction to Custom Financial Analytics RE180 SSRS Basics for Non-Developers RE220 Populating & Reporting on Standard Performance Tables RE250 Using YSR for Custom Analytics RE261 Residential Tenant Letters, Notices & Leases RE270* Custom Financial Analytics: Intermediate Topics RE370 Custom Financial Analytics: Advanced Topics RE405 Reporting Comparison Between YSR & SSRS RE505 SQL Scripting RE540 Yardi Spreadsheet Reporting Technical Session: Part 1
Reporting RE541 Yardi Spreadsheet Reporting Technical Session: Part 2 RE560 FillDocs RE575 Transitioning from Crystal to SSRS & YSR RE580 SSRS Basics for Developers RE680 Advanced SSRS Features Technology 21 sessions, including: TE020 Introduction to YardiOne TE040* Yardi Document Management TE060* Yardi Connect for SharePoint TE140* Property Attributes & Dynamic Property Lists TE170 Client Central Essentials TE171 Client Central New Features TE180* User-Defined Fields & Custom Tables in Voyager 7S TE215 System Administration Toolbox TE230 Transaction & Budgets Import/Export TE245 Automated Tasks & Notifications TE250 Procure to Pay Workflows & Workflow Notifications TE310 Advanced Voyager Menu Security
Technology TE335 Advanced SQL Scripting TE360 Voyager Standard Interfaces Overview Vertical Markets 13 sessions, including: AS050 Voyager Condo, Co-op & HOA Demo AS100 Voyager Condo, Co-op & HOA Roundtable AS130 RENTCafé Portal & CONDOCafé Certificates AS130 CONDOCafé Certificates CH020* Corporate Housing Overview SF055 Single Family Homes: New Features & Committee SF155* Voyager Single Family Homes: CRM & RENTCafé Basics SN060* Yardi EHR Update & Roadmap SN070* Senior CRM Update & Roadmap ST101* Student Housing: New Features & Committee ST120 Voyager Student Housing & RENTCafé Student Housing Basics Yardi Systems, Inc. 430 South Fairview Avenue, Santa Barbara, California 93117 phone: +1 800 866 1144 email: yasc@yardi.com yasc.yardi.com