Post Conference Training

There will be 4 Post Conference Training Sessions. Each session will be 4 hours long and offer 4 CPE credits. 

If you complete all 4 sessions over the two days of post conference, you can earn up to 16 CPE Credits.

There is limited availability for each course so you must select the courses you’ll be attending at the time of registration.

Morning Sessions

Business Planning Data Extraction and Analysis 

Data extraction and analysis of your company’s planning data to provide a path forward to reach your business goals. Instruction on data extraction from Business Planning via Dashboards, Inquiries and Reports. Review and source selections of the required data to maximize analysis efforts and provide various formats of this analysis for management review. Training will include multiple levels of selections for Plan Types: Budget, Forecast, Sandbox; WBS Levels: Contract, Invoice Rule, Billing Rule and Jobs; Resource Planning: Employee, Organizations, Company Wide.

 

Procurement Process Training 

Learn the process of entering and approving a Request, converting into a Requisition and creating Purchase Orders.  We will also cover the approval workflow, email notifications, attaching files the handling of “Rejections”.

Data Structures and Integrations 
Review the Data structure of JAMIS Prime, share how to find and join sources and the use of Integration Scenarios.

ARM Reporting 
Become an expert at modifying and creating ARM reports.

Advanced Allocations and Actual Rates
Learn how to manage variety of Allocations.  You will also learn how to reconcile and troubleshoot Allocations.  Then you will learn how to analyze, reconcile and troubleshoot the Actual Rates.

Afternoon Sessions

Business Planning Data Extraction and Analysis 

Data extraction and analysis of your company’s planning data to provide a path forward to reach your business goals. Instruction on data extraction from Business Planning via Dashboards, Inquiries and Reports. Review and source selections of the required data to maximize analysis efforts and provide various formats of this analysis for management review. Training will include multiple levels of selections for Plan Types: Budget, Forecast, Sandbox; WBS Levels: Contract, Invoice Rule, Billing Rule and Jobs; Resource Planning: Employee, Organizations, Company Wide.

 

Purchase Order Processing Training  
Covers the various options for processing receipts, creating AP Bills, Returns and Adjustments. We will explore the advantages of each option.

 

Generic Inquiry, OData and PowerPivot/PowerBI

Learn hands on how to leverage data in JAMIS and bring it into Excel/PowerBI to develop analytics.  This portion of the training will have the attendees doing a hands on exercise bringing data into excel and creating a PowerQuery Model and a PowerPivot Model.

Report Designer 
Learn how to create forms and reports using Report Designer.

Advanced Project Billing and Revenue
Review the Best Practices for Project Billing and Revenue and learn how to make changes and adjust, as well as how to troubleshoot Billing and Revenue errors.

*Wednesday schedule will be repeated on Thursday. Courses will repeat the same material and will not be a continuation from the previous session. This will allow you to register for multiple topics and gain a wider knowledge on JAMIS. You will be able to build your personal schedule at registration.    

 

Full course descriptions can be found on the JAMIS Learning & Development site. Click here

 

Questions

Please direct any CPE related questions to training@jamis.com.

JAMIS Software Corporation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through the web site www.nasbaregistry.org/. 

 

   

Sample Post Conference Schedule #1

Wednesday, March 27, 2019

7:30 – 8:30 am

Breakfast

8:30 am – 12:30 pm

Business Planning: Advanced Business Planning

12:30 – 1:30 pm

Lunch

1:30 – 5:30 pm

Business Planning: Data Extraction and Analysis

6:00 – 10:00 pm

Cocktail Reception & Dinner Event

 Thursday, March 28, 2019

 

7:30 – 8:30 am

Breakfast

 

8:30 am – 12:30 pm

Financial: Advanced Allocations and Actual Rates

 

12:30 – 1:30 pm

Lunch

 

1:30 – 5:30 pm

Financial: Advanced Project Billing and Revenue 

 

5:30 pm

Conference Close

 

Sample Post Conference Schedule #2

Wednesday, March 27, 2019

7:30 – 8:30 am

Breakfast

8:30 am – 12:30 pm

Technical: Data Structures and Integrations

12:30 – 1:30 pm

Lunch

1:30 – 5:30 pm

Business Planning: Data Extraction and Analysis

6:00 – 10:00 pm

Cocktail Reception & Dinner Event

 Thursday, March 28, 2019

 

7:30 – 8:30 am

Breakfast

 

8:30 am – 12:30 pm

Reporting: ARM Reporting

 

12:30 – 1:30 pm

Lunch

 

1:30 – 5:30 pm

Distribution: Purchase Order Processing Training 

 

5:30 pm

Conference Close