Wednesday, Nov. 12, 8:30 - 10:00 a.m.

Making an IMPACT!- An IMPACT Case Study

What will IMPACT do for your business? Attend this session and discover the “why” of this next generation product and how the solution solves so many of today’s business challenges. Learn how IMPACT has been applied by current Users. This will include the pain points clients needed to address and how IMPACT has allowed them to leverage their data and maximize their potential.

Learning Outcomes:

• Experience client pain points and how this tool will solve for those challenges
• How to visualize and interact with your data
• How to apply the power of IMPACT to your business situations
• Future product development plans for IMPACT

ID: T02, W01
Track: IRES Next Gen
Audience: Executive, End User, Operations Mgr., Regional Mgr., Finance
Prerequisite: None
Advanced Preparation:
CPE Level: Intermediate
New!

User Security

Join us for an overview of the Security module and gain insight into how it can help you optimize your MRI security. We’ll discuss the v4.0 Security Console, difference between Web and Windows security, exporting roles and classes, and using security audit reports. Understand how your organizational structure aligns to security and determine internal roles.

Learning Outcomes:

• Basic understanding of how MRI security works
• How to use the console to your benefit for segregation of duties and audit reports
• Where you should set up security based on the product

ID: W02
Track: Best Practices
Audience: IT Professional, IT End User, End User
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Basic

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

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!

Commercial Management Recoveries

Of course you can do recoveries without Excel! You don’t have to write custom formulas for most recovery calculations. Learn about expense pools and best practices for charts of accounts, contribution pools and how they work as well as standardizing recoveries in new leases with your leasing team.

Learning Outcomes:

• Best Practices for chart of accounts design – segregating recoverable and non-recoverable expenses
• Benefits of standardized lease documents
• How investing extra time now will provide significant time savings in future years

ID: W04
Track: Best Practices
Audience: End User
Platform: All
Prerequisite: Basic knowledge of commercial management and recovery concepts
Advance Preparation: None
CPE Level: Basic

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

Current Design Tools – Fundamentals

This session outlines the overview of how the tool kit can help you solve unique business challenges. We’ll follow one aspect all the way through the Tool Kit, from gathering new data in TableDesign to making it visible and accessible using ViewDesign and MenuDesign. Discover how you can put an “idea into action,” by quickly configuring the system without customization.

Learning Outcomes:

• Understand basics of the application tool kit
• Learn how to create custom tables and fields
• Learn how to create custom views and menus

ID: W05
Track: Today’s Solutions
Audience: End User, IT End User, Regional Mgr., Operations Mgr.
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Basic

SQL Series II – Advanced SQL Use

Building on the basics in SQL Queries I, discover how to write queries involving more than one table using joins and sub-queries. We’ll also discuss techniques for safely testing potentially dangerous queries and backing up and recovering individual records.

Learning Outcomes:

• Review the most frequently used queries and how they work
• Understand advanced SQL topics such as joins, sub-queries and unions
• Learn how to test potentially unsafe queries without harming your data, and how to backup and recover individual records

ID: T22, W06
Track: Technology in Action
Audience: IT End User
Platform: All; NetSource friendly
Prerequisite: SQL Series I – Practical SQL Use or experience with basic SQL queries
Advance Preparation: None
CPE Level: Intermediate

v4.0 Upgrade Planning

Upgrading from one version of MRI to another can be smooth with the right preparation. Managing the upgrade process to v4.0 with clear, proven guidelines improves the overall experience. You will learn the necessary steps for a successful upgrade to IRES’ v4.0 – for NetSource and licensed clients. Activities that will be included in this session are scheduling procedures, test environments and customization testing and installation options.

Learning Outcomes:

• Planning for upgrades to new versions of MRI
• How to design and maintain your customizations to facilitate upgrades
• Tips for handling common upgrade concerns

ID: T04, W07
Track: Best Practices
Audience: All
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Basic
Updated!

Maximizing Enterprise Ledger v4.0

A step beyond the basics, this session is for advanced users of the financial reporting tools within the Enterprise Ledger module. We’ll delve into features like calculated journal entries and ownership reporting, and discuss how to manage complex consolidations. We’ll also review how ownership setup can affect report outputs, as well as NCREIF and AIMR reporting.

Learning Outcomes:

• Understand the capabilities of calculated journal entries for advanced ownership reporting and complex consolidations
• Review how setup ownership structures affect reporting outputs
• Review NCREIF and AIMR reporting features

ID: W08
Track: Best Practices
Audience: All
Platform: All
Prerequisite: Enterprise Ledger working knowledge
Advance Preparation: None
CPE Level: Intermediate