IRES Next Gen

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!

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!h

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!

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!

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!

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!

Budgeting Made Less Painful: A Cash Flow Budgeting Case Study

When CFB Version 1.0 was released, both the IRES team and early adopters joined forces and came away with many lessons learned on how best to use technology and best practices to help solve common challenges around clients’ budgeting processes. In this session, we’ll walk through a CFB “case study” to show the budgeting process end to end, and along each step of the way share the tips and techniques that we’ve learned that could help your team improve their own processes.

Learning Outcomes:

• A walk-through of the entire budgeting process using a single case study, including system basics set-up, budget creation, forecasting expenses, projecting revenue, collaborating with others in reviewing/modifying budgets and approvals
• Best practices on how to make the budgeting process more efficient
• Tips and techniques on how to set up CFB data optimally, and common pitfalls to avoid

ID: T14
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: Intermediate
New!

IMPACT and Cash Flow Budgeting Dashboards – Presenting your Data Visually

In this session, you will experience all the excitement generated by IMPACT's new data visualization tools! IMPACT and CFB now offer interactive and strategically designed performance dashboards. See how easily you can develop and deploy real estate metrics that are relevant, compelling, and end-user configurable. You will learn about the general system architecture and required applications (IRES/Xcelsius), basic Xcelsius design and deploy walk through and exporting charts to PDF, PPT and HTML.

Learning Outcomes:

• Software & hardware requirements to deploy IMPACT/CFB dashboards
• Understand full capabilities of data visualization available in IMPACT/CFB
• Understand end-user configuration capabilities
• Understand required skills to design/deploy new charts

ID: T09
Track: IRES Next Gen
Audience: Executive, IT Professional, End User
Platform: All: Basic understanding of browser based applications and real estate terminology
Advance Preparation: None
CPE Level: Intermediate
New!

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

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!

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!

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!

Accounts Payable v5.0 I – Purchase to Pay Overview

Discover how this completely integrated Accounts Payable system allows a user to tailor your payables process by expense category, from purchasing through electronic or printed check payment. During this session, many facets of the Accounts Payable v5.0 solution will be unveiled including AP Setup Overview, Vendor Accounts, Purchase Order Entry, Voucher Entry and Payment Process.

Learning Outcomes:

• Understand the v5.0 AP process flow
• Learn about the ability to tailor the AP process by expense category
• Processes involved with Purchase Orders, Vouchers and Payments

ID: T08
Track: IRES Next Gen
Audience: All
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Basic
Updated!

Accounts Payable v5.0 II – Expense Profiles

Not all expense processing is created equal! When using Accounts Payable v5.0 application, you will find out how to tailor your expense processing to match your payable needs. Topics that will be discussed in this session include Expense Profile Data Entry configuration, Expense Profile Approvals setup, Expense Processing business rules and Expense Profile creation and assignment.

Learning Outcomes:

• How to define an expense category checklist
• How to creation an Expense Profile in v5.0
• Learn about the ability to assign Expense Profiles by site or property

ID: T24
Track: IRES Next Gen
Audience: All
Platform: All
Prerequisite: AP v5.0 I – Purchase To Pay Overview
Advance Preparation: None
CPE Level: Basic
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 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!

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!

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!

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