Monday, Nov. 10, 10:30 - 12:00 p.m.

v5.0 Technology Roadmap

Gain insight into the v5.0 platform to understand the direction and value of the new platform. This overview will include what the changes mean to your overall infrastructure, operating systems, browsers, SQL server and data handling.

Learning Outcomes:

• Customization direction
• Performance and scalability results
• Software and hardware recommendations for v5.0

ID: M01, T01
Track: Technology in Action
Audience: Executive, IT Professional, IT End User
Platform: All; NetSource friendly
Prerequisite: None
Advance Preparation: None
CPE Level: Basic
Updated!

AvidXchange Partner Showcase

Join Michael Praeger, Chief Executive Officer and Co-Founder of AvidXchange, to learn how you can receive 100% electronic invoices from all your vendors and realize a 50% cost savings by leveraging
AvidInvoice for MRI. By combining the AvidBill Network for receipt of electronic invoices with AvidInvoice, you'll find out how this innovative, web-based invoice management system will help you eliminate paper invoices and streamline your approval process. MRI clients complement this informative session with real-world case study examples of how AvidInvoice for MRI improves their cash flow management by providing better visibility to expenses and enforceable controls.

Learning Outcomes:

• Discover how to receive 100% electronic invoices from all of your vendors - no more paper invoices!
• Streamline your invoice approval process with web-based workflow integrated with MRI
• Listen to an IRES case study revealing how AP automation can help cash-flow management at your properties
• Learn how to incorporate industry best practices into your payables process

ID: M02
Track: SIGs
Audience: All
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Basic

IRES’ Affordable Housing Solution powered by Bostonpost

Find out how the IRES affordable housing solution will help reduce your compliance risk, increase visibility into property operations, fully automate creation of tenant records, easily cross train employees to handle multiple roles and tasks. You will be able to slash the time your staff is now spending on compliance administration. This easy-to-use software solution supports any mix of AH programs.

Learning Outcomes:

• How to automate creation of all resident records and compliance reporting
• Integration with MRI General Ledger, Accounts Payable and RM
• How to complete daily tasks efficiently
• How the implementation process works

ID: M03
Track: Today’s Solutions
Audience: IT Professional, IT End User, Operations Manager, Regional Manager - Residential
Platform: All
Prerequisite: None
Advance Preparation: Knowledge of AH and Tax Credit
CPE Level: Basic
New!

Coming Soon! Commercial Management v5.0

This session will give you a glimpse into the v5.0 Commercial Management release. Users will see what is new, what is improved and will hear how IRES is addressing global functionality in the product. This knowledge base will help you understand how v5.0 will benefit your business.

Learning Outcomes:

• Clear understanding of new features in the product
• Understanding of process improvements within the product
• Learn about the value of migrating to CM v5.0

ID: M04, T07
Track: IRES Next Gen
Audience: Executive, End User, Operations Mgr., Regional Mgr.
Platform: All; NetSource friendly
Prerequisite: v5.0 General Ledger, v5.0 Accounts Payable and Commercial Mgmt work experience
Advance Preparation: None
CPE Level: Intermediate
Updated!

Get Ready! Planning For Migration to v5.0 and Beyond

IRES leaders discuss client planning readiness for migration to IRES’ new .Net suite of products. In this session, you will learn about key decision points and activities affecting your upgrade. Learn what is recommended in regard to preparation, organization planning, system tuning and training. We will discuss technology requirements, business considerations, people readiness and operational objectives.

Learning Outcomes:

• Where your organization needs to be for this migration; assessing the readiness
• Planning and timing for IRES led migration training
• IRES migration offerings and costs

ID: M05, T03, W03
Track: IRES Next Gen
Audience: IT Professional, Executive, IT End User
Platform: All
Prerequisite: None
Advanced Preparation: None
CPE Level: Intermediate
New!

Cash Flow Budgeting – The Budgeting Process, Evolved

Think about your budget process today. Is it more difficult than it should be? Would your teams benefit from tools that help them collaborate easier, review versions more efficiently, track budget projections more visually, and roll budgets up to higher levels of aggregation? If so, come and see if the tools that CFB has to offer may work for you. An overview of the primary components in CFB v1.5 will include asset-level budgets, revenue projection tools for CM clients, collaboration and approval engines and cashflow modeling tools.

Learning Outcomes:

• Understanding of the tools and features offered in CFB v1.5
• How CFB can be used to forecast budgets, create cashflow models and integrate with the tools offered in IMPACT
• Clear vision into the roadmap of enhancements that are planned for the next budgeting season

ID: M06, M12
Track: IRES Next Gen
Audience: Executive, End User, Operations Mgr., Regional Mgr.
Platform: All
Prerequisite: None
Advanced Preparation: Understand your company’s current budget process
CPE Level: Overview
Updated!

Partner Showcase- Deloitte

Integrating the Extended Enterprise: An Investor's Perspective

Facing the changing economy and challenges associated with investment and portfolio management, investors are looking for more reliable and timely information to ensure that their capital is safe, performance is aligned with expectation and the investment decisions are sound. As a result, investors are increasingly asking for realtime information from their extended enterprise, which includes their advisors, investment managers, property managers, banks, consultants and other third party service providers.

Deloitte is presenting in partnership with CalPERS, one of the biggest pension funds in the world, which also has a significant investment in the Real Estate. In this presentation, we will address investor expectations such as the metrics for investment decisions and information required from investment partners. We will also discuss the system and process project currently underway at CalPERS focused on integrating the "Extended Enterprise" and the challenges faced while doing so.

ID: M07
Track: SIGs
Audience: All
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Basic

Maximizing General Ledger v4.0

This workshop provides an overview of the financial reporting tools within the General Ledger module. We’ll show you how to create sophisticated, focused reports using the standard GL report options and the Financial Formats program. We’ll also show how to use the alternate chart and year-end reporting features, GL account groups, and review the standard financial report library.

Learning Outcomes:

• Learn how to optimize standard financial formats and run-time parameters
• Learn how to set up alternate chart, year-end reporting and GL account group functionality
• Review standard financial report library

ID: M08
Track: Best Practices
Audience: All
Platform: All
Prerequisite: General Ledger working knowledge
Advance Preparation: None
CPE Level: Basic