Financial Performance Management Prologue Financials Training Catalog October 2016 December 2016
Table of Contents Financial Management Solutions Training from Fiserv... 3 Online Learning... 4 Virtual Classroom... 8 Instructor-Led Classroom... 13 Custom Webinar... 15 Contact, Registration, & Policies... 16 2
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: http://fiserv.maplelearn.com For Hosted Environment users, logon to: Intelligent Workplace > Answer Center > Training Center 3 3
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 a prerequisite to Prologue classroom training and for the Prologue online courseware. This training course introduces the basic functions and procedures frequently performed when working with Prologue, including: Starting and exiting the systems Navigating Prologue (including an overview of the navigator and buttons) Working with Prologue records (searching, sorting, copying, deleting, and templates) Managing Prologue data (safeguarding data and backing up and restoring) Working with BLOB images Maintaining company information Accessing Prologue user assistance An introduction to reporting Introduction to Prologue Financials Version 10 In-House Environment Hosted Environment This is a prerequisite to Prologue classroom training and for the Prologue online courseware. This training course introduces the basic functions and procedures frequently performed when working with Prologue, including: Starting and exiting the systems Navigating Prologue (including an overview of the navigator and buttons) Working with Prologue records (searching, sorting, copying, deleting, and templates) Managing Prologue data (safeguarding data and backing up and restoring) Working with attachments Maintaining company information Accessing Prologue user assistance An introduction to reporting Length: Price: one to two hours free Length: Price: one to two hours free To access The Learning Center: For In-House Environment users, logon to: http://fiserv.maplelearn.com For Hosted Environment users, logon to: Intelligent Workplace > Answer Center > Training Center 4
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 a four-course series created for specific environments. Select the course series that aligns with your technical environment. Course 1: The Basics of Prologue teaches the basics for accessing and navigating Prologue 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: Prologue 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 Prologue Data teaches you how to manage Prologue 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 a four-course series created for specific environments. Select the course series that aligns with your technical environment. Course 1: The Basics of Prologue teaches the basics for accessing and navigating Prologue 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: Prologue 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 Prologue Data teaches you how to manage Prologue 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. Length: Price: varies free Length: Price: varies free 5
Online Learning Prologue Accounts Payable Version 9 and earlier This online, self-study course series introduces the Prologue Accounts Payable system to accounts payable end users. Throughout the course series, you will learn the basics of Prologue 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 Learners should first complete the following online courses. Length: Price: four to six hours $500 for six-month access Prologue Fixed Assets Version 9 and earlier This online, self-study course series introduces the Prologue Fixed Assets system to fixed assets end users. Throughout the course series, you will learn the basics of Prologue Fixed Assets, which includes: Setting up Fixed Assets Creating and maintaining Fixed Assets Processing depreciation Generating reports Exporting Fixed Assets data Learners should first complete the following online courses. Field of Study: Specialized Knowledge and Applications CPE Credits: 5.5 Length: four to six hours Price: $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
Online Learning Prologue Financials Accounts Payable Version 10 To be released October 2016 This online, self-study course series introduces the Prologue Accounts Payable system to accounts payable end users. Throughout the course series, you will learn the basics of Prologue 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 Learners should first complete the following online courses. Length: Price: four to six hours $500 for six-month access Prologue Financials Fixed Assets Version 10 and earlier Coming soon! This online, self-study course series introduces the Prologue Fixed Assets system to fixed assets end users. Throughout the course series, you will learn the basics of Prologue Fixed Assets, which includes: Setting up Fixed Assets Creating and maintaining Fixed Assets Processing depreciation Generating reports Exporting Fixed Assets data Learners should first complete the following online courses. Field of Study: Specialized Knowledge and Applications CPE Credits: 5.5 Length: four to six hours Price: $500 for six-month access 7
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 Accounts Payable Version 9 with Hands-On Lab This interactive course introduces Prologue 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 Prologue Accounts Payable. This course covers the initial setup of the Prologue 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 Learners should first complete the following online courses. Prologue Fixed Assets Version 9 with Hands-On Lab This interactive course introduces Prologue 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 Prologue 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 Learners should first complete the following online courses. and supervisors only) Length: five hours/two sessions in one day Date/Location: October 27 th Price: $600 Length: eleven hours/four sessions in two days Date/Location: October 25 th 26 th Price: $1,200 8
Virtual Classroom 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 Prologue 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: online course Prologue Application Administrator online course (for administrators Audience This virtual classroom introduces Prologue General Ledger to general ledger end-users. Length: ten hours/four sessions in two days Date: October 4 th 5 th Price: $1200 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 the Prologue 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 Prologue 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 Prologue users who create and maintain financial reports within Prologue General Ledger. Length: five hours/two sessions in one day Date: October 6 th Price: $600 9
Virtual Classroom 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 Learners should first complete the following course. 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 Prologue 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 Prologue General Ledger. Length: four hours/two sessions in one day Date: November 3 rd Price: $600 Prologue Financials Accounts Payable Version 10 with Hands-On Lab This interactive course introduces Prologue 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 Prologue Accounts Payable. This course covers the initial setup of the Prologue 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 Learners should first complete the following online courses. Length: eleven hours/four sessions in two days Date/Location: October 12 th 13 th October 25 th 26 th December 1 st 2 nd Price: $1,200 Discount! If registered for the Prologue General Ledger Financial Reports Version 9, we will give you a discount of 25% for registering for the Prologue General Ledger Financial Reports Version 9: Beyond the Basics with Hands-On Lab. You must register for this course within four months of taking the Financial Reports Virtual class. 10
Virtual Classroom Prologue Financials Fixed Assets Version 10 with Hands-On Lab This interactive course introduces Prologue 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 Prologue 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 Learners should first complete the following online courses. Length: five hours/two sessions in one day Date/Location: October 14 th October 27 th December 5 th Price: $600 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 Prologue 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: online course Prologue Application Administrator online course (for administrators Audience This virtual classroom introduces Prologue General Ledger to general ledger end-users. Length: ten hours/four sessions in two days Date: October 18 th 19 th November 15 th 16 th December 13 th 14 th Price: $1200 To access The Learning Center: For In-House Environment users, logon to: http://fiserv.maplelearn.com For Hosted Environment users, logon to: Intelligent Workplace > Answer Center > Training Center 11 9
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 the Prologue 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 Prologue 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 Prologue users who create and maintain financial reports within Prologue General Ledger. Length: five hours/two sessions in one day Date: October 20 th November 17 th December 15 th Price: $600 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 following course. 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 Prologue 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 Prologue General Ledger. Length: four hours/two sessions in one day Date: November 10 th Price: $600 Discount! If registered for the Prologue Financials General Ledger Financial Reports Version 10, we will give you a discount of 25% for registering for the Prologue Financials General Ledger Financial Reports Version 10: Beyond the Basics with Hands-On Lab. You must register for this course within four months of taking the Financial Reports Virtual class. 12
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 Prologue 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 Prologue Accounts Payable. This course covers the initial setup of the Prologue 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 Learners should first complete the following online courses. Field of Study: Specialized Knowledge and Applications CPE Credits: 15 Length: two days Date/Location: November 8 th 9 th December 6 th 7 th Price: $1,200 Alpharetta, GA Phoenix, AZ Prologue Financials Fixed Assets Version 10 This interactive course introduces Prologue 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 Prologue 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 Learners should first complete the following online courses. Field of Study: CPE Credits: 7 Length: one day Date/Location: November 10 th December 8 th Price: $600 Specialized Knowledge and Applications Alpharetta, GA Phoenix, AZ 13
Instructor-Led Classroom Prologue Financials General Ledger Version 10 This two-day class targets those who operate Prologue General Ledger on a daily and monthly basis. The class provides an indepth overview of the key functions and features of Prologue 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 Prologue 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 Learners should first complete the following online courses. and supervisors only) Field of Study: Specialized Knowledge and Applications CPE Credits: 15 Length: two days Date/Location: October 25 th 26 th Phoenix, AZ Price: $1,200 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 Prologue 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 Prologue 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 Prologue General Ledger: Application navigation Chart of account segment structure and maintenance Account balances (month-end, net activity, averages, budget amounts) Fiscal Years and Periods Field of Study: Specialized Knowledge and Applications CPE Credits: 7 Length: one day Date: October 27 th Phoenix, AZ Price: $600 To access The Learning Center: For In-House Environment users, logon to: http://fiserv.maplelearn.com For Hosted Environment users, logon to: Intelligent Workplace > Answer Center > Training Center 14
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 Custom Webinar If you would like to schedule a Prologue Custom Webinar using your institution s data, please contact our training administrator at rps.training@fiserv.com. 12 15
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: www.nasbaregistry.org.. Register via the Web To access The Learning Center: For In-House Environment users, log on to: http://fiserv.maplelearn.com 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 678-375-5257 or 800-947-0047, or e-mail rps.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
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