Monday, Nov. 10, 1:30 - 3:00 p.m.

Accounts Payable Bank Reconciliation

The bank reconciliation process can be a challenge if the MRI User does not fully understand how it works and how to recover from these challenges. Join this group session to review enhancements to as well as gain a better understanding of the tables that make it work. You will also learn where the information comes from, how it is used and where it writes to in MRI. A review of calculations/validations will be covered. Tips will be given to these attendees to use in situations where your results are not as anticipated.

Learning Outcomes:

• Understand where the bank reconciliation information evolves from
• Know how the information is used for validations and calculations
• Improve efficiencies for the bank reconciliation process – streamline tasks

ID: M09
Track: Best Practices
Audience: End User
Platform: All
Prerequisite: Knowledge of the Bank Reconciliation Process, basic database/table structure and basic SQL
Advance Preparation: None
CPE Level: Basic

v5.0 Product Roadmap

Join us for an updated look at the IRES product roadmap. You’ll see how IRES is developing software and service offerings to add the most value to your organization, based on client input.

Learning Outcomes:

• Understand IRES’ global business strategy
• Learn about new offerings and their value to your organization
• Understand IRES’ investment priorities

ID: M10, T10
Track: IRES Next Gen
Audience: Executive, End User, Operations Mgr., Regional Mgr.
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Intermediate
Updated!

Reporting Services – Customizing Reports in v5.0

Gain insight into the methods for customizing v5.0 reports using Microsoft Reporting Services platform. This platform of SQL Server Reporting Services is a comprehensive, server-based solution that enables the creation, management and delivery of both traditional, paper-oriented reports and interactive, Web-based reports.

Learning Outcomes:

• How reporting works in the v5.0 platform
• How to customize reports in the v5.0 platform
• Learn the interactive capabilities for v5.0 reporting

ID: M11
Track: Technology in Action
Audience: Executive, IT Professional and IT end user
Platform: All
Prerequisite: None
Advance 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!

Get Set! System Requirements For Migration to v5.0 and Beyond

Learn about the requirements for constructing your .Net database including migration, overall health and how to rectify any health needs. You will discuss skill sets needed to accomplish this MRI v5.0 migration including report and configuration strategies.

Learning Outcomes:

• Required employee or contracted vendor skill sets needed to accomplish this migration
• Needs involved in constructing your .Net database
• Strategy for migrating customizations and reports

ID: M13, T11, W11
Track: IRES Next Gen
Audience: IT Professional, Executive, IT End User
Platform: All
Prerequisite: Get Ready! Planning for Migration v5.0
Advanced Preparation: None
CPE Level: Intermediate
New!

Insight Into JobCost v5.0

Take a preview into JobCost v5.0 and learn how it will assist your organization manage a job’s financial risk and ensure that costs are accurately captured for capitalization of your company’s assets. This new version is based on client feedback regarding the challenges they face today.

Learning Outcomes:

• Preview the User Interface for v5.0 JobCost
• Understand the vision and direction
• Understand the opportunities that IRES is solving for with v5.0

ID: M14, T15
Track: IRES Next Gen
Audience: All
Platform: All
Prerequisite: None
Advance Preparation: General knowledge of MRI JobCost or the construction market
CPE Level: Basic
Updated!

NetSource Service Support and Self-Service Tools

Get practical, useful information to assist you in the Authorized User role. Items that will be covered include client self-help interfaces, password reset for end users, security console access v4.0, software upgrade process, and v5.0 “getting started” tips.

Learning Outcomes:

• Better understanding of self-help opportunities for support of the account
• Clarity of software upgrade process
• Understanding future changes to the NetSource processes

ID: M15
Track: Technology in Action
Audience: NetSource Authorized Users
Platform: NetSource
Prerequisite: Working knowledge of current NetSource support processes and the tasks associated with the Authorized User role
Advance Preparation: None
CPE Level: Basic
Updated!

Don't forget about our post-training class available: Security Fundamentals

Enhance your Residential Business with Access 24/7

An overview of the online leasing and resident communication portal, Access 24/7, will kick off this session. Discover how Access 24/7 can benefit your business through its resident portal collaboration, online payment capabilities and online leasing functionality. You will also receive and update on the changes to Access 24/7 and Residential Management over the past year. Attendees will gain insight into base RM improvements as well as enhanced changes to Access 24/7.

Learning Outcomes:

• How to enhance the sales process and lower operational expenses with Access 24/7
• How to better communicate with your residents with Access 24/7
• Understand the changes made to the base MRI RM solution and why these enhancements have been made

ID: M16
Track: Today’s Solutions
Audience: End User, Operations Mgr., Regional Mgr. – Residential
Platform: Residential
Prerequisite: None
Advance Preparation: None
CPE Level: Basic
Updated!
Don't forget about our post-training class available: Access 24/7: Exceed Your Sales and Service Expectations