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

IMPACT and Waterfall Deal Structuring

Learn how deal structuring and waterfalls have been incorporated into IMPACT v2.0. You will learn the basic features of the deal structuring/waterfall capabilities in IMPACT, deal structure reporting, IMPACT integration points and use case options. Prepare to be impressed!

Learning Outcomes:

• Understand the basics of deal structuring functionality
• Deal structure reporting options
• How to take advantage of deal structuring, IMPACT and waterfalls in your business
• How to save time and make more accurate decisions with IMPACT’s deal structuring functionality

ID: T17, W09
Track: IRES Next Gen
Audience: Executive, IT Professional, Operations Mgr., Regional Mgr.
Platform: All
Prerequisite: Understanding of basic deal structuring using current waterfall modeling techniques
Advance Preparation: None
CPE Level: Intermediate
New!

Accounts Payable v5.0 III – Expense Approvals

When using Accounts Payable v5.0 application, you can approve your payables expense and payment transactions by expense category with multi-level approval notifications. Learn how AP v5.0 allows you to keep a complete history of approval actions from expense creation through payment in a single integrated system. During this session, the presenter will discuss the set ups of AP Approval Groups, AP Purchase Order Approval, AP Voucher Approval and AP Payments Approval in AP v5.0.

Learning Outcomes:

• Defining AP Approvals by expense category and the simplicity and power of AP Approvals
• How to Correct POs and Vouchers by the approver
• The value of an integrated AP approval process

ID: W10
Track: IRES Next Gen
Audience: All
Platform: All
Prerequisite: AP v5.0 I – Purchase To Pay Overview and AP v5.0 II – Expense Profiles
Advance Preparation: None
CPE Level: Basic
New!

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!

Commercial Management Lease Administration Process

This workshop focuses on best practices for all leasing administration activities. Join us for an in-depth understanding of the standard functions, options and wizards available to streamline your leasing administration process. Ensure proactive administration of your leases.

Learning Outcomes:

• Learn best practices for lease renewals, terminations and adding additional spaces
• Understand the features of the master occupant ID and the occupancy statuses
• Understand rent roll segments and options, and when square footage records are updated

ID: W12
Track: Best Practices
Audience: End User
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Basic

Solution Customizations in v5.0, v6.0 and Beyond

Discover how the v5.0 customization direction provides an easier upgrade path. Learn what the long term strategy for customizations is in Next Gen products.

Learning Outcomes:

• How custom fields/lists work in the v5.0 platform
• How custom pages work in the v5.0 platform
• How to utilize the API built into the v5.0 platform

ID: T20, W13
Track: Technology in Action
Audience: Executive, IT Professional, IT End User
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Intermediate
New!

Integration Strategies

Join this client panel as they discuss how to successfully integrate additional programs with IRES solutions including CRM, SharePoint and IRES-supported integrations. They will discuss how they have solved business challenges outside the IRES offering suite. Best practices for creating and maintaining integrations will be covered as well as IRES-supported integrations.

Learning Outcomes:

• Gain insight and knowledge into what clients have done to integrate independent solutions with IRES data
• Gain insight into IRES-supported integrations
• Learn about additional solutions that can aid in overcoming business challenges

ID: W14
Track: Best Practices
Audience: Executive, IT Professional, IT End User, Operations Mgr.
Platform: All
Prerequisite: None
Advanced Preparation: None
CPE Level: Basic
Updated!

General Ledger v5.0 – A study in Ownership Accounting

Learn about the more advanced features of the GL v5.0 solution illustrated through a “month in the life of” multi-national fictitious fund. See how GL v5.0 will help your company efficiently manage fluctuating ownership structures, simplify inter-entity accounting and accounting for ownership rollups, as well as take advantage of a segmented ledger structure for more efficient setup, transaction entry and reporting. Multi-currency in daily and periodic transactions and reports will also be discussed.

Learning Outcomes:

• How to reduce the time it takes to maintain important information in your General Ledger system
• Learn the depth of the multi-currency features of the system
• How the GL v5.0 solution can reduce the time it takes to account for owners and increase the accuracy of month end close

ID: W15
Track: IRES Next Gen
Audience: Executive, End User, Operations Mgr., Regional Mgr.
Platform: All
Prerequisite: Basic accounting knowledge and knowledge of general ledger systems
Advanced Preparation: None
CPE Level: Intermediate
New!

Accounts Payable v4.0 - Achieve Maximum Results

Improve your purchase-to-pay process when you learn about numerous v4.0 new as well as “tried and true” features. This session will provide you with suggestions so you will be able to create efficiencies and provide accounting controls to ensure accurate General Ledger reporting.

Learning Outcomes:

• Understand how features ensure accurate GL accounting
• Understand how these features increase efficiencies
• Learn ways to improve the overall purchase to pay process

ID: W16
Track: Today’s Solutions
Audience: End User, Operations Mgr.
Platform: All
Prerequisite: Basic accounting knowledge, familiarity with AP/PO module, and basic AP process understanding
Advance Preparation: None
CPE Level: Basic