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Budgeting [clear filter]
Monday, June 18
 

10:45am

Budgeting & Forecasting Overview
This introduction session is more of a ‘hands-off’ demonstration approach. It will be a complete start-to-finish overview of the budget process including setups, design and budget worksheet distribution.

*** This session is eligible for 1 CPE Credit ***

Speakers
avatar for Chris Walton

Chris Walton

Director, Client Success, Multiview



Monday June 18, 2018 10:45am - 12:00pm
Studio 6 A/B (6th Floor)

1:30pm

Budgeting & Forecasting Revenue and Expense Workbook Design
In this hands-on session, learn how to distribute, manage and update revenue and expense worksheets. Then collect all the sheets and review your awesome results! Make sure the total is not greater than the sum of its parts!

*** This session is eligible for 1 CPE Credit ***

Speakers
avatar for Monica Lessard

Monica Lessard

Financial Software Analyst, Multiview



Monday June 18, 2018 1:30pm - 2:45pm
Studio 5 A/B (5th Floor)

3:00pm

Budgeting & Forecasting Payroll, Allocations and Reporting
In this hands-on session, learn how to upload payroll information, allocate data from one department to another, and build reports on your budget numbers.

*** This session is eligible for 1 CPE Credit ***

Speakers
avatar for Greg Hennig

Greg Hennig

Implementation Specialist, Multiview



Monday June 18, 2018 3:00pm - 4:15pm
Studio 5 A/B (5th Floor)
 
Tuesday, June 19
 

9:00am

Budgeting & Forecasting Overview
This introduction session is more of a ‘hands-off’ demonstration approach. It will be a complete start-to-finish overview of the budget process including setups, design and budget worksheet distribution.

*** This session is eligible for 1 CPE Credit ***

Speakers
avatar for Chris Walton

Chris Walton

Director, Client Success, Multiview



Tuesday June 19, 2018 9:00am - 10:15am
Studio 6 A/B (6th Floor)

10:30am

Budgeting & Forecasting Revenue and Expense Workbook Design
In this hands-on session, learn how to distribute, manage and update revenue and expense worksheets. Then collect all the sheets and review your awesome results! Make sure the total is not greater than the sum of its parts!

*** This session is eligible for 1 CPE Credit ***

Speakers
avatar for Monica Lessard

Monica Lessard

Financial Software Analyst, Multiview



Tuesday June 19, 2018 10:30am - 11:45am
Studio 5 A/B (5th Floor)

1:00pm

Budgeting & Forecasting Payroll, Allocations and Reporting
In this hands-on session, learn how to upload payroll information, allocate data from one department to another, and build reports on your budget numbers.

*** This session is eligible for 1 CPE Credit ***

Speakers
avatar for Greg Hennig

Greg Hennig

Implementation Specialist, Multiview



Tuesday June 19, 2018 1:00pm - 2:15pm
Studio 5 A/B (5th Floor)
 
Wednesday, June 20
 

11:30am

Budgeting & Forecasting Roundtable
Want to know how others manage their budgets? Bring your questions, answer some questions and share ideas with the peers from our user community. The facilitator will also share some of the new key features in recent releases.

Speakers
avatar for Chris Walton

Chris Walton

Director, Client Success, Multiview


Wednesday June 20, 2018 11:30am - 12:45pm
Studio 6 A/B (6th Floor)