*10% discount if you send more than 1 student to the same class.

To enroll, please download our Registration Form and fax it to 847-795-8206.  Please register at least 2 weeks prior to class date in order to secure a seat.  Classes run from 9:00am to 4:30pm.  We accept company check, Visa, MasterCard, Discover and American Express.

Click on a course title to see the course Outline.

FRx Report Design Essentials - Level I:  In this two-day class you will learn basic foundational skills, complex calculations, drag-and-drop reorganization, rounding adjustments, and account sets.  Allows you to easily design and maintain standard and essential reports your organization needs to understand its financial position. Use templates or create customized report designs as well as set up self-maintaining reports that will dynamically include newly added GL accounts and newly closed periods. Generate and electronically distribute reports using your in-house email system. Understand the financial reporting process, be more productive and efficient in the way you create, generate, and distribute financial information, and enable internal and external stakeholders to make well informed decisions to positively impact your organization as a whole.  See training manual table of contents.

FRx Report Design Essentials - Level II:  In this two-day class you will build on the skills learned in Report Design Essentials I.  Using FRx you will discover advanced report design, including linking to external worksheet data, linking row formats, multi-company consolidations, currency translation reporting, and cash flow.  This training material also covers how to move into cutting edge technology using OLAP and XRBL output options.   See training manual table of contents.

Forecaster Essentials I:  The two-day Microsoft Forecaster 7.0: Essentials I training explores the product and its functionality from the basic setup to preparing budget templates. This training material shows you the segment setup , data loading, input set setup, and additional detail setup. Learn how to make budgeting exciting and efficient with Microsoft Forecaster 7.0.  A thorough understanding of these topics allows you to successfully use Microsoft Forecaster 7.0. You'll learn to navigate around the user interface, use and set up the features, and add details to your budget. 

Forecaster Essentials II:  The two-day Microsoft Forecaster 7.0: Essentials II training material includes the essentials to creating and maintaining boardroom quality reports. Create reports such as income statements, variance reports, consolidating reports, detail reports and receive an overview of report distribution.

 

For any questions related to our training courses, please contact us.