+ All Categories
Home > Documents > CLASS LIST - Yardi Systems Inc.

CLASS LIST - Yardi Systems Inc.

Date post: 24-Jan-2022
Category:
Upload: others
View: 1 times
Download: 0 times
Share this document with a friend
13
#YASCGlobal MAY 18-20 CLASS LIST
Transcript
Page 1: CLASS LIST - Yardi Systems Inc.

# Y A S C G l o b a l

M AY 1 8 - 2 0

C L A S S L I S T

Page 2: CLASS LIST - Yardi Systems Inc.

C O N T E N T S

ACCOUNTING / FINANCE � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 1

AFFORDABLE � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 1

ASIA / ANZ � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 2

ASPIRE � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 3

COMMERCIAL � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 3

CONSTRUCTION � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 3

ENERGY � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 4

EUROPE � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 4

FORECASTING � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 4

INVESTMENT MANAGEMENT � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 5

MAINTENANCE � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 5

MARKETING � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 6

MIDDLE EAST � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 7

PAYMENT PROCESSING � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 7

PHA � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 8

PROCURE TO PAY � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 8

RESIDENTIAL � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 9

SENIOR LIVING: COMMUNITY MANAGEMENT � � � � � � � � � � � � � � � � � � � � � � � � � � � � 9

SENIOR CRM & CAFÉ � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �10

SENIOR LIVING: ELECTRONIC HEALTH RECORDS � � � � � � � � � � � � � � � � � � � � � � � � � �10

TECHNOLOGY � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �10

VERTICAL MARKETS � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �11

Page 3: CLASS LIST - Yardi Systems Inc.

This class list is subject to change at any time.

GLO

BA

L CO

NF

ER

EN

CE

| MA

Y 1

8-20

1

Financial Reporting Overview

Voyager Bank Reconciliation

Troubleshooting Bank Reconciliation

Financial Analytics

Segmented Accounting in Voyager 7S

Account Trees: Introduction

Automating Management Fees

Residential GPR Explained

Automatic Bank Reconciliation

Month-End Tie-Outs: AR, AP & Security Deposits

Voyager 7S Intercompany

Correcting Resident & Tenant Ledgers

Financial Best Practices in Voyager

GL Allocations

Account Trees: Advanced Topics

ACCOUNTING / FINANCE

AFFORDABLE

Spotlight on Affordable Housing

Introduction to RightSource Services

Asset IQ with Affordable Housing

New Features Update: Affordable Reports

New Features Update: RENTCafé Affordable Housing Compliance Features

New Features Update: RENTCafé Affordable Housing Service Tickets

RENTCafé Affordable Housing Applicant Waiting List Experience

RENTCafé Affordable Housing Applicant Move-In Experience

RENTCafé Affordable Housing Resident Recertification Experience

RENTCafé Affordable Housing Annual Recertification Processing

RA Accounting

RENTCafé Affordable Housing Site Manager Compliance Dashboard

RENTCafé Affordable Housing Site Manager Move-In Processing

Affordable Project Screen Basics

Affordable Lease Renewal Process

Affordable Housing Waiting List: Setup

Affordable Housing Waiting List: Workflow

RD Monthly Procedures

50059 Special Claim Functionality Reports

Affordable Housing Best Practices Dashboard Tools

Page 4: CLASS LIST - Yardi Systems Inc.

This class list is subject to change at any time.

GLO

BA

L CO

NF

ER

EN

CE

| MA

Y 1

8-20

2

AFFORDABLE (CONT�)

Affordable Housing Best Practices Compliance Reports

New Feature Update: Local Program Compliance Monitor

Managing Resident Subsidy Changes

Repayment Agreements: Part 1

Repayment Agreements Part 2: Workflow

Affordable Unit Transfers

Affordable Project Screen: Advanced

HUD 50059 Monthly Processing

HUD 50059 Voucher Reconciliation

Rental Assistance Demonstration (RAD)

RENTCafé Affordable Housing Correspondence

RENTCafé Affordable Housing Correspondence Email Management

RENTCafé Affordable Housing Waiting List Features

RENTCafé Affordable Housing Waiting List Processing

Affordable Housing Compliance Tools

Facilitating Social Distancing in Voyager

Affordable GPR Report

Affordable GPR Journal Entry & Reconciliation

Regional Update: Australia / New Zealand

Regional Update: Asia

Financial Analytics (In Mandarin) 基础的租赁管理及设置

China Fapiao (In Mandarin) 金税发票接口

Basic Lease Administration & Setup (In Mandarin) 基础的租赁管理及设置

Retail Manager

GST Compliance: Accounts Payable (India)

GST Compliance: Accounts Receivable (India)

ASIA / ANZ

Page 5: CLASS LIST - Yardi Systems Inc.

This class list is subject to change at any time.

GLO

BA

L CO

NF

ER

EN

CE

| MA

Y 1

8-20

3

ASPIRE

COMMERCIAL

CONSTRUCTION

Aspire: Introduction

Develop Yardi Product Experts through Aspire

Equip Staff to Adapt & Navigate Change

Virtualizing Your Training Program with Aspire

Developing New Connections in Your Aspire Learning Ecosystem

Enhance Employee Performance with Skill Gap Analysis

Spotlight on Commercial

CommercialCafe Tenant Portal: Introduction

Yardi Elevate Lease Manager: Introduction

Yardi Elevate Deal Manager for Commercial: Introduction

Yardi Elevate Retail Manager: Introduction

CommercialEdge: Introduction

Corom: Introduction — Reopening Offices

New Features Update: Voyager Commercial

Basic Lease Administration & Setup

Setting Up Estimates & Recoveries

Tax & Insurance

Commercial Best Practices

Automated Cash Application: Introduction

Deal Manager: Advanced Topics

Commercial Best Practices: Advanced Topics

Commercial Recoveries: Complex Features

Yardi Elevate Construction Manager for Commercial: Introduction

Job Cost Basics

Elevate Construction Manager: Project Management

Elevate Construction Manager: Forecasting

Elevate Construction Manager: RFPs & Vendor Management

Elevate Construction Manager: Capital Planning

Job Cost Draws & Receivables

Page 6: CLASS LIST - Yardi Systems Inc.

This class list is subject to change at any time.

GLO

BA

L CO

NF

ER

EN

CE

| MA

Y 1

8-20

4

ENERGY

FORECASTING

EUROPE

Yardi Pulse for Commercial Energy Management

Utility Billing for Multifamily & Single Family

Sustainability & ENERGY STAR Benchmarking

Yardi Elevate Valuation Manager for Commercial: Introduction

Yardi Elevate Forecast Manager for Commercial: Introduction

Advanced Budgeting & Forecasting: Introduction

Yardi Elevate Forecast Manager for Commercial: Market Profiles

Yardi Elevate Forecast Manager for Commercial: Opex & Capex

Yardi Elevate Forecast Manager for Commercial: Revenue Management

Advanced Budgeting & Forecasting: Reforecasting

Regional Update: United Kingdom & Ireland

Regional Update: Continental Europe

Importing Bank Statement & Other International Banking Interfaces

Bank Book

Advanced European Service Charges

International: Introduction to Tax

Introduction to European Service Charges

Deal Manager: International

International Yardi Payment Processing

RENTCafé Renewals

Automating the P2P Process Using Electronic Invoicing

Move-Out Process & Deposit Accounting

Update on European User Groups & Country Compliance

Page 7: CLASS LIST - Yardi Systems Inc.

This class list is subject to change at any time.

GLO

BA

L CO

NF

ER

EN

CE

| MA

Y 1

8-20

5

INVESTMENT MANAGEMENT

MAINTENANCE

Spotlight on Investment Management

New Features Update: Investment Manager

New Product: Debt Manager

New Product: Loan Manager

Investment Manager: Fund Raising & Digital Subscriptions

Investment Manager: CRM, Investor Reporting & Portal

Investment Manager: Capital Tracking

Investment Accounting: Financial Consolidations & Reporting

Investment Accounting: Introduction to Fund Accounting & Back Office Accounting

Investment Accounting: IM Templates & Analytics

Performance: Attribution & Composite Returns

Performance: Calculator Analytics & Performance Tables

Investment Accounting: Preferred Returns & Waterfalls

Investment Accounting: Share Tracking & Open End Funds

Inspection: Introduction

Yardi Elevate Facility Manager for Commercial: Introduction

Maintenance: Work Order Overview

Maintenance Mobile: Overview & Setup

Fixed Assets: Overview

The Power of Preventative Maintenance: Facility Manager for Commercial

Maintenance: Work Order Advanced Features

Page 8: CLASS LIST - Yardi Systems Inc.

This class list is subject to change at any time.

GLO

BA

L CO

NF

ER

EN

CE

| MA

Y 1

8-20

6

MARKETING

RENTCafé Connect & Conversations

Paperless, Contactless, Frictionless: The New Renter Experience

Introduction to RENTCafé

RENTCafé Lease Docs: Introduction

Maximize ROI with RENTCafé Marketing IQ

Chatbot & Beyond

RENTCafé CRM Flex: Introduction to Student, Short Term & Corporate Housing

RENTCafé Reach

RENTCafé Home IQ: Introduction to Self Guided Tours

RENTCafé CRM Queue & Lead Management

RENTCafé Communication Automation

RENTCafé Marketing Website Design

RENTCafé Conversations

RENTCafé Broker Portal

RENTCafé CRM Flex: Student Housing

RENTCafé Product Roadmap

RENTCafé Resources & Troubleshooting Basics

RENTCafé: New & Extended Features

Using RENTCafé During Social Distancing

Optimizing the RENTCafé Applicant Experience

RENTCaffeine Site Editor

RENTCafé Resident Management from the Property POV

RENTCafé Reach Marketing Strategy — Organic Search & Your Reputation

Marketing Strategy: PPC & Social

Marketing Strategy: The State of Search

RENTCafé Advanced Marketing Features

RENTCafé Blue Moon Integration

Page 9: CLASS LIST - Yardi Systems Inc.

This class list is subject to change at any time.

GLO

BA

L CO

NF

ER

EN

CE

| MA

Y 1

8-20

7

Payment Processing: Introduction

New Features Update: Payment Processing

MIDDLE EAST

Regional Update: Middle East

Advanced Budgeting & Forecasting for Residential

Month End Process Using Process Dashboard

EFT & Direct Debit

PDC Management & Cheque Bounce

Orion Advanced Reporting with Floor Plan

Lead to Lease with Workflow Dashboard Approval

Legal Module: Bounce Cheque Process

Reactive Maintenance

Analytics: Middle East Residential

Commercial Analytics & Middle East Report Pack

Orion Graphical Reports: Technical

Make Your Own Dashboards in YSR: Technical

Unit Sales: After Sales (Re-sale)

Unit Sales: After Sales (Modification)

Move-out Process with Inspection Mobile

Resident Dashboards in Orion

Rent Negotiation Process

Online Renewal with EJARI

PAYMENT PROCESSING

Yardi Full Service CheckScan

Payment Processing: Advanced Topics

Page 10: CLASS LIST - Yardi Systems Inc.

This class list is subject to change at any time.

GLO

BA

L CO

NF

ER

EN

CE

| MA

Y 1

8-20

8

PROCURE TO PAY

Portability Tracking: Port-out

LIHTC/PBV Combo: Part 1

LIHTC/PBV Combo: Part 2

RENTCafé PHA Interims

Portability Finance

PHA Demographics & Waiting List Analytics

LIHTC/PBV Phase II Setup

Bill Pay: Overview

Procure to Pay: Introduction

Introducing VendorShield

New Features Update: Procure to Pay

Procure to Pay: Marketplace Overview

Procure to Pay: VendorCafé Overview

PayScan: Basics

Procure to Pay: Performance Metrics & Operations Analysis

VendorShield: Best Practices

PayScan & Procure to Pay: Best Practices

Bill Pay: Best Practices

Bill Pay: Payment Security

Spotlight on PHA

VMS Reporting

RENTCafé PHA: Online Recertifications

LIHTC/PBV: Overview

AdHoc .NET & FillDocs for PHA

FSS: 50058 & Escrow Management

FSS: Social Component

Portability Tracking: Port-in

PHA

Page 11: CLASS LIST - Yardi Systems Inc.

This class list is subject to change at any time.

GLO

BA

L CO

NF

ER

EN

CE

| MA

Y 1

8-20

9

RESIDENTIAL

SENIOR LIVING: COMMUNITY MANAGEMENT

Spotlight on Multifamily

Introduction to Manufactured Housing

RENTmaximizer Overview

Revenue IQ: Introduction

Asset IQ for Multifamily: Introduction

Maintenance IQ for Multifamily: Introduction

Fraud Prevention: ID Verification

RENTCafé Home IQ: Introduction to Smart Homes

Maintenance IQ for Multifamily: Overview & Setup

ResidentShield Renters Insurance

Forecast IQ for Multifamily: Introduction

Yardi Matrix: Market Research for Asset Management

Residential Analytics

Asset IQ for Multifamily: Best Practices for Reporting

ScreeningWorks Pro: Best Practices

Residential Best Practices

Introduction to Self Storage

Spotlight on Senior Living

Resident Lifecycle & Billing

Senior IQ: Operational, Financial, Marketing & EHR Metrics

Voyager Senior Housing Best Practices: Setup & Administration

Voyager Senior Housing Toolbox: Tips & Tricks

Medicaid Overview & New Features

Property Takeover & Conversion

Month-End Tie-Out & Troubleshooting

Senior IQ: Setup, Custom Tiles & Widgets

Senior IQ: Clinical Staffing Analysis

Page 12: CLASS LIST - Yardi Systems Inc.

This class list is subject to change at any time.

GLO

BA

L CO

NF

ER

EN

CE

| MA

Y 1

8-20

10

SENIOR CRM & CAFÉ

SENIOR LIVING: ELECTRONIC HEALTH RECORDS

New Features, Setup & Roadmap: RENTCafé Senior Living

New Features Update: Senior CRM

Senior CRM Best Practices: Setup & Administration

Senior CRM: Prospect Workflows — Improving Occupancy through the Sales Process

Senior CRM: Leasing Workflow

Senior CRM: Events & Correspondence Management

Senior CRM: Call Automation & Lead Attribution

Senior CRM: Listing Analytics

Senior CRM: Digital Documents

Senior Living Suite Overview

New Features Update: EHR

Skilled Nursing Facility & LTC Overview

Yardi Home Care Overview

Yardi Assessment App & Carestream App Overview

Yardi Assessment Setup & Management

Billing Recommendations

Infection Surveillance & Immunization Monitoring

Yardi EHR Best Practices: Interoperability

Optimizing Service Plans for Advanced Billing & Staff Management

TECHNOLOGY

YardiOne: Introduction

New Features Update: Yardi One

Document Management for SharePoint: Introduction

Client Central Essentials

System Administration Toolbox

Automated Tasks & Notifications

Document Management for SharePoint: Advanced Topics

Voyager Menu Security: Advanced Topics

Yardi Spreadsheet Reporting Overview

Basics of Database Schema & SQL

Page 13: CLASS LIST - Yardi Systems Inc.

This class list is subject to change at any time.

GLO

BA

L CO

NF

ER

EN

CE

| MA

Y 1

8-20

11

VERTICAL MARKETS

The Yardi Kube Coworking Platform: Introduction

The Benefits of Yardi Kube for WUN Clients

New Features Update: Condo / Co-op / HOA

Legal Module

Concierge Overview: Part 1

Concierge Overview: Part 2


Recommended