Training

	Personalized Training - Our team of consultants offer unique training skills to help your staff get up and running on the software, specific functionalities, or financial and marketing consulting.
	Training Courses - Our team offers training on the Wind2 FMS and Award software in a hands-on classroom environment.

Next Training Course Schedule for April 27 - 29, 2004

WIND2^® TRAINING SESSIONS

 

When	April 27-29, 2004
Where	Woburn, MA Develop Mentors, 600 West Cummings Park, Suite 3550
Directions	Call or email On Site/Off Site Business Services.
Lodging	Call or email On Site/Off Site Business Services for information.
Format	Four sessions per day. See attached detailed schedule. Class size is limited to 24, all “hands-on”, individual computers.
Schedule	Classes run 9:00 AM to 4:00 PM with informal sessions before and after and breaks and lunch within the day.
Instructors	On Site/Off Site Business Services staff and associates, see schedule for details.  Every class will have at least two On Site/Off Site representatives present.
Dresss	Business casual.  It is important to be comfortable
Cost	$95/person/session; with a 15% discount for six or more person/sessions. Can be different individuals, but discount is only offered until March 31, 2004.

Company Name:          __________________________________________           

Total Number of Sessions         _________      x  $95  =            ___________

Less 15% discount if six or more (until 3/31/04)                        <___________>

Total Cost of Training Sessions                                                     ___________ 

Billed by On Site/Off Site Business Services

Please attach all pages that you have attendees for and fax, email or mail back to us at

On Site/Off Site Business Services as soon as possible. Thank you for your interest.

Please call or email Abby Easterly or Hilary Seward if you have any questions at (603)647-1558

Company Name:          __________________________________________

WIND2 TRAINING SESSIONS

See Page 1 for more information

Tuesday, April 27

Informal, User Group and Networking – 8:15 AM to 9:00 AM (no charge)

Session 1 – 9:00 AM to 10:15 AM        Instructor: Abby Easterly

Resource Budgeting & Scheduling	Attendees
New module allows scheduling of resources (labor, expenses, subs) over time.  You have been waiting for this!

Break – 10:15 AM to 10:30 AM

Session 2 – 10:30 AM to 12:00 Noon    Instructor: Patricia Scanlon

Crystal - I	Attendees
Modify a list and write a formula.  You will create a report showing bill/ cost rates (Multiplier) by employee

Lunch – Noon to 1:00 PM

Session 3 – 1:00 PM to 2:15 PM           Instructor: Abby Easterly

My Favorite Reports	Attendees
Staff Utiliz Summary, Project Profitability, Contract Backlog & Multipliers.  Also, options, option sets, filters and batch reports.

Break – 2:15 PM to 2:30 PM

Session 4 – 2:45 AM to 4:00 PM           Instructor: Abby Easterly                        

Budgets, Alerts & PM Tools	Attendees
How to use, budgets, staffing, alerts, automatic emails and other tools to help Project Managers meet goals

Informal, User Group and Networking – 4:00 PM to 4:45 PM (no charge)

Company Name:          __________________________________________

WIND2 TRAINING SESSIONS

See Page 1 for more information

Wednesday, April 28

Informal, User Group and Networking – 8:15 AM to 9:00 AM (no charge)

Session 1 – 9:00 AM to 10:15 AM       Instructor: Patricia Scanlon

Crystal – II	Attendees
The class will work on modifying an invoice format, with instruction on sub-reports and fields that update AR.

Break – 10:15 AM to 10:30 AM

Session 2 – 10:30 AM to 12:00 Noon    Instructor: Judith White

Marketing/Award	Attendees
Client Relationship Management and marketing strategy presentation: Plan, automate and implement.

Lunch – Noon to 1:00 PM

Session 3 – 1:00 PM to 2:15 PM           Instructor: Abby Easterly

AR Collections & PO Modules	Attendees
Automate the AR collection process: emails, letters, alerts and notes.  Purchase Order: Expense to the project and invoice your client before the vendor invoices. Commitments.

Break – 2:15 PM to 2:30 PM

Session 4 – 2:45 AM to 4:00 PM           Instructor: Hilary Seward            

Payroll Plus	Attendees
Employee report formats for unemployment, 401K or other special reporting requirements. Open forum.

Informal, User Group and Networking – 4:00 PM to 4:45 PM (no charge)

Company Name:          __________________________________________

WIND2 TRAINING SESSIONS

See Page 1 for more information

Thursday, April 29

Informal, User Group and Networking – 8:15 AM to 9:00 AM (no charge)

Session 1 – 9:00 AM to 10:15 AM       Instructor: Carol Terry

Employee Expense Entry	Attendees
Employee expense for reimbursement or credit card reconciliation.  Submit /approval features & time entry.

Break – 10:15 AM to 10:30 AM

Session 2 – 10:30 AM to 12:00 Noon    Instructor: Abby Easterly

Financial Reports Formats	Attendees
Cash flow & Key Indicators:  Ratios, Cash Flow and other important financial reports. Don’t wait for CPA.

Lunch – Noon to 1:00 PM

Session 3 – 1:00 PM to 2:15 PM           Instructor: Carol Terry

General Ledger	Attendees
Posting & procedures for the month end closing.  How to tie out GL and sub-ledgers. Batch reports.

Break – 2:15 PM to 2:30 PM

Session 4 – 2:45 AM to 4:00 PM           Instructor: Abby Easterly          

Tools & Processes	Attendees
Effective cost, WIP, vacation accrual, billing/cost rates, edit billing, billing rate schedules & change bill type

Informal, User Group and Networking – 4:00 PM to 4:45 PM (no charge)

On Site/Off Site Business Services      

80 Clarke Street,  Manchester,  NH  03104           (603)647-1558 

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