Monday, Nov. 10, 3:30 - 5:00 p.m.

Access 24/7 – Configuration and Branding

What is your company’s internet strategy for online leasing and resident services for the next one to five years? How many web brands do you have? Do you use a portal or online guest card system today? Allow IRES to assist you to lease more apartments and satisfy customers without sacrificing brand identity! This session will provide you with an understanding of how branding is integrated into the Access 24/7 solution and how leasing kiosks, ILS and corporate websites will be enhanced by using Access 24/7. The implementation steps of a branded solution will be outlined as well as process flows for each touch point.

Learning Outcomes:

• Understand how branding is facilitated into the solution
• Understand the implementation steps for a branded solution
• Be aware of future considerations with your online communication tools

ID: M17
Track: IRES Next Gen
Audience: IT Professional, Marketing Mgr., Operations Mgr.,
Platform: Residential
Prerequisite: Have working knowledge of their company’s online strategies
Advanced Preparation: Understand your internet marketing and web framework
CPE Level: Intermediate
New!
Don't forget about our post-training class available: Access 24/7: Exceed Your Sales and Service Expectations

Partner Showcase- Inetium

Unification of Information with SharePoint

Sandy Jacolow, Inetium

See firsthand how you can leverage Microsoft’s SharePoint Technologies to provide your firm with a single point of access and common interface to retrieve, consolidate and aggregate data from multiple information sources. Integrating IRES leasing and financial information with SharePoint delivers a strategic solution, making your Intranet a more powerful business tool. In these challenging economic times, firms need more efficient access to property performance data to become proactive, effective users and not collectors of information . No power point slides, no smoke and mirrors, just easier access to your data.

ID: M18
Track: SIGs
Audience: All
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Basic

v4.0 Product Roadmap

IRES is supporting v4.0 for the next 5 years. Join us in this session to learn more about our plans and timing to continue delivering enhancements to v4.0 Web and Windows. We will discuss the products and specific processes we are investing in as well as how you can provide input into what we add to and fix in v4.0.

Learning Objectives

• Understand what areas of the current products are not enhancing and why
• Learn what processes will be enhanced and the targeted release timing over the next two years
• Learn about the timing for upcoming service packs on version 4.0 and how you can get involved to help IRES make v4.0 investment decisions

ID: M19
Track: Today's Solutions
Audience: Executive, Operations Mgr., Regional Mgr. - Residential
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Basic
Updated!

NetSource Architecture

This session will provide a technology-focused update on NetSource and projects that will be important to the service over the next 12-18 months. NetSource Infrastructure and Roadmap overview, Quincy Data Center migration plans, NetSource Disaster Recovery overview and 3rd Party Integrations in NetSource will be topics covered during this session.

Learning Outcomes:

• Understanding of the NetSource Architecture including tiered hardware, back-up policies and data replication
• Migration value proposition and user migration plans for the move to Quincy
• Knowledge of exciting new advances being made with NetSource

ID: M20
Track: Technology in Action
Audience: NetSource Authorized Users
Platform: NetSource
Prerequisite: None
Advance Preparation: None
CPE Level: Basic
Updated!

Go! Migration to v5.0 and Beyond

Experience the technical side of the actual migration to MRI v5.0. Discuss software installation and technical configuration considerations. Learn about application and security configurations. You will hear suggested views regarding the testing approach and IRES go-live support.

Learning Outcomes:

• Discover the software and hardware requirements for migration to MRI v5.0
• Understand the security model of v5.0 and the benefits associated with the new role-based model
• Support available for planning and execution of your migration

ID: M21, T19, W19
Track: IRES Next Gen
Audience: IT Professional, Executive, IT End User
Platform: All
Prerequisite: Get Ready! Planning for Migration v5.0; Get Set! System Requirements for Migration to v5.0
Advanced Preparation: None
CPE Level: Intermediate
New!

SQL Series I – Practical SQL Use

A conference favorite, this workshop introduces you to Structured Query Language (SQL), which can facilitate retrieving IRES data for troubleshooting, maintaining and designing system elements. This session covers basic SQL syntax and usage including SELECT, INSERT and UPDATE queries. It also highlights common mistakes and how to correct them.

Learning Outcomes:

• Learn to write basic SQL statements
• Understand how IRES uses SQL statements in views, reports, etc.
• Learn how to correct common mistakes
• Based on processes, which SQL(s) should you be running?

ID: M22, T06
Track: Technology in Action
Audience: IT End User
Platform: All; NetSource friendly
Prerequisite: None
Advance Preparation: None
CPE Level: Basic

Better, Easier Reforecasting Through Cash Flow Budgeting

Whether you re-forecast your budgets monthly or quarterly—or whether you’ve given up on re-forecasting because it is too painful today—CFB Version 1.5 features brand new enhancements aimed at making the re-forecasting process more accurate and more efficient.

Learning Outcomes:

• How to use CFB tools to increase the accuracy and efficiency of the budgeting re-forecasting process
• Learn about tools for commercial clients in how to address leasing assumptions that have changed since your original budget
• Discover engines that enable all clients to reload data for their existing budgets

ID: M23
Track: IRES Next Gen
Audience: Executive, End User, Operations Mgr., Regional Mgr.
Platform: All
Prerequisite: Recommended: Cash Flow Budgeting – The Budgeting Process, Evolved
Advanced Preparation: Understand your company’s current budget process
CPE Level: Basic
New!

General Ledger v5.0 Overview

This is an opportunity to see the first of the v5.0 suite of products released to market – see how the cost it saves to produce accurate financials can be so appealing! At this session, reducing the size of your chart of accounts will be discussed along with reducing efforts and increasing accuracy of financial transactions with GL v5.0. You will learn how GL v5.0 can help you to be SOX compliant and how to improve the management of ownership interests.

Learning Outcomes:

• How existing clients can take advantage of the GL v5.0 solution while still on a v4.0 solution
• What the GL v5.0 solution can do to help reduce maintenance and have more accurate data
• How to exert less effort and produce better results

ID: M24, T16
Track: IRES Next Gen
Audience: All
Platform: All
Prerequisite: Basic accounting knowledge and knowledge of general ledger systems
Advanced Preparation: None
CPE Level: Overview
Updated!

Welcome Executives!

IRES is pleased to offer our executive clients an opportunity to meet with one another and spend the afternoon learning about industry topics as well as business strategies. Spend time with your peers discovering what they are experiencing, learning from and which business challenges they are solving.

 

12:00 - 1:00 Executive Summit Lunch

1:00- 5:15 Executive Summit

 

Investment Decision Making

Investment decision making and performance measurement are key to successful real estate investing in today’s economy. Meet other clients who are implementing tools to standardize their approach to investment management to assure they maximize their return on investments. We will also share how clients use IRES’ IMPACT offering to monitor and model investment performance and decision making and the contribution it’s made on their organization.

 

Intuit’s Chief Information Officer Insights

Ginny Lee will share CIO best practices as it relates to applications, security and compliance issues. Intuit is nearing completion of the construction of a new world class datacenter that will serve as the new home for IRES' NetSource offering. Ginny will share how this move will better serve the needs of IRES’ NetSource clients.

Panelist
Ginny Lee – Intuit’s Senior Vice President and Chief Information Officer

Ginny Lee is Intuit’s senior vice president and chief information officer. Appointed to the position in February 2008, she is responsible for further developing Intuit’s technology and business infrastructure to support the company’s growth strategy and provide customers with great experiences.

Working at Intuit since November 1996, Lee has held a variety of general manager and business operations leadership roles. Before being named CIO, she was vice president and general manager of Intuit’s Payroll business unit, where she was responsible for the company’s line of payroll products and services. Previously, she was vice president of Intuit’s order-to-cash organization and customer service, and vice president of corporate business operations and enterprise systems, overseeing Intuit’s companywide infrastructure. Lee has also served as business line leader for QuickBooks Internet Gateway Services and director of operations and product management for the Financial Supplies Group.

Before joining Intuit, she spent several years as a management consultant at CSC Index, focusing on strategic implementation and business process re-engineering. Lee was also a marketing manager at Pepsi-Cola International.

Lee holds bachelor’s degrees in both business economics and organizational behavior and management from Brown University, and a master’s degree in business administration from Stanford University.

Best Uses of Technology in Real Estate

In a market where there is pressure to contain rent increases and yet increase profits, companies are looking to technology and related process improvements to contribute to bottom line improvement. Our panelists will discuss how and why their companies have looked to technology to make these crucial changes in their organizations.

 

Aligning IRES with Intuit’s Global Strategy

Alex Linter will discuss Intuit’s global strategy that solves for unmet or under-served needs with solutions that span multiple countries. Mr. Linter will also discuss the opportunities Intuit sees globally and Intuit’s offer centric approach. He will also share the role IRES plays in that strategy and how Intuit’s product development strategy assures global ready offerings that can be efficiently localized.

Panelist
Alex Linter – Intuit’s Global Business Division President

Alex Lintner is Intuit’s senior vice president for corporate strategy, corporate development and government affairs. He was subsequently appointed president of the company’s global business division when it was created in October 2007.

Since his arrival at Intuit in August 2005, Lintner has been a leader in strengthening the corporation’s strategy and shaping its structure. He was one of the principal architects in shaping the business strategies of the company’s three fastest-growing businesses: consumer tax, payroll and payments businesses. In addition, Lintner led the acquisitions of Digital Insight, Electronic Clearinghouse Inc. and Homestead Technologies, which expanded Intuit’s portfolio and future growth potential.

Before joining Intuit, Lintner was vice president of the Boston Consulting Group’s San Francisco office, where he worked with Intuit on several business initiatives. Previously, he worked for Roland Berger Strategy Consultants as head of its London office. Before his career in consulting, Lintner worked for a major European computer manufacturer.

Lintner holds a bachelor’s degree in business administration from the University of Tulsa and a master’s in business administration from Boston College. He also received an executive certificate from the Harvard Business School.

 

ID: M25
Track: Executive Summit
Audience: C-level Executives
Prerequisite: C-level experience or position
New Presenters and Subject Matter!