2015 EAS TRAINING CATALOG

Transcription

1 2015 EAS TRAINING CATALOG 2015 SunGard. Trademark Information: SunGard and the SunGard logo are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders. SUNGARD Revised 03/15 Page 1

2 CONTINUING PROFESSIONAL EDUCATION (CPE) SunGard iworks sessions allow you to earn CPE credits. In accordance with the standards of the National Registry of CPE sponsors, CPE credits will be granted based on a 50-minute hour. Training sessions vary in level of difficulty and course objectives. For each program, please note that the course description, learning objectives, level of difficulty, pre-requisites, advance preparation, recommended CPE hours, delivery method, and who should attend is clearly stated. SunGard iworks 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 its website: For Training Inquiries Call: Your National Account Manager SunGard iworks (303) DTC Parkway, Suite 600 (303) /fax Greenwood Village, CO SUNGARD Revised 03/15 Page 2

3 TABLE OF CONTENTS Introduction 4 EAS Version 12.0 Upgrade Training 5 EAS Basic System Training 6 EAS Utilization and Efficiency Review 7 EAS Basic Crystal Reports Training 8 EAS and BizInsight Reports Training and Report Writing Assistance 9 EAS Accounts Payable Training 10 EAS Allocations Training 11 EAS Budget Forecasting & Variance Analysis Training 12 EAS Statutory Export Training 13 iworks Summit Client Conference 14 Administrative Notes 15 SUNGARD Revised 03/15 Page 3

4 INTRODUCTION SunGard iworks provides learning opportunities to help you meet your educational goals and improve operational efficiency. Keep your knowledge up-to-date regarding financial accounting requirements. Ensure that your iworks EAS product knowledge is complete, allowing you to work efficiently and effectively with your SunGard solution. Understand your best practices tips and tricks to customize EAS to meet your business needs. Learn about automation and reporting tools to help you manage data feeds and reporting. Create custom reports to provide key business updates for your organization. Take advantage of SunGard s professional development sessions to learn a wide range of skills to allow you to adapt quickly to an ever-changing business environment. > Have you been asked to achieve more with your SunGard systems? > Are your financial accounting business reporting needs changing? > Do you want to upgrade to the newest release and take advantage of significant functional enhancements? > Are you in need of Crystal Reports training? > Do you have new staff needing basic EAS system training? SunGard iworks offers a variety of training solutions for your organization. See what sets us apart: > Industry, regulatory and accounting knowledge targeted at key issues for the insurance industry > In depth knowledge on how to implement regulatory requirements in your SunGard solutions > Release training to help you take advantage of new features quickly > Focus on how to integrate your SunGard solutions > Interactive training courses to help you engage in course topics > Highly-rated instructors in recorded sessions > NASBA Registered Sponsor SUNGARD Revised 03/15 Page 4

5 EAS VERSION 12.0 UPGRADE TRAINING This two-day program provides an overview of the functional differences between EAS Releases. Depending upon your upgrade path, unique topics for each customer implementation are discussed. Sessions are customized to focus on key differences between versions and enhanced workflows that will be utilized by clients as part of their financial accounting process. SunGard s Professional Services consultants will help your organization maximize the benefits included in the upgrade. Private Onsite or Internet-Based Training: EAS Version Upgrade training is available either at your office or via the internet. Take advantage of your SunGard consultant s expertise and extend your session to cover additional topics. Level of Difficulty: Intermediate CPE Credits: 16 EAS Basic System Training or equivalent experience Group-Live or Group-Internet-Based Who Should Attend? EAS clients who are ready to upgrade to EAS Version 11.5 and need to understand the system enhancements and functional differences. Working on an Older Version? Programs can be customized to help you apply multiple upgrades and understand how to implement the system changes across many versions. Your National Account Manager can advise you regarding the best training options for your unique circumstances. Questions? Understand system enhancements and workflow differences throughout the application Upgrade from 10.5 to 11.5 includes: > User interface changes under Financial Accounting and Accounts Payable menus > New Setup menu, which replaced the Maintenance Menu > Utilize the notes and attachments features for Accounts Payable invoices and payees > Create Entry Generation Rules using new Setup and Load tools > Enhanced system standard reports > New security and setup options > Enhanced Referential Integrity > Enhanced audit functionality for Setup and Accounts Payable data Upgrade from 11.5 to 12.0 includes: > Budget Forecasting and Variance Analysis > Inquiry Manager:.NET migration > Enhancements to the following workflows: Accounts Payable Payment Processing Tools Processes Purge Processing Financial Accounting Foreign Currency Rearrange Allocations Reporting Payment Processing > Technical enhancements SUNGARD Revised 03/15 Page 5

6 EAS BASIC SYSTEM TRAINING This two-day session is designed specifically for first-time EAS users. Topics covered include system security, maintenance data setup, reporting setup, working with transactions, review and approval, entry generation, pattern entries, batch processing/ configuration, and year-end closing. Attendees learn basic skills required to work effectively and efficiently with EAS. > Gain an overview of the financial accounting process flow in EAS > Define basic system options utilizing Security, Setup and Database Configuration > Enter and query General Ledger transactions > Review and approve General Ledger transactions > Review and export financial accounting data using Inquiry Manager > Use the Notes and Attachments feature with Journal Entries > Set up and use Entry Generation rules > Understand basic Suspense processing > Create Pattern Entries to simplify data input > Complete Month- and Year-end Close processes > Understand Audit functionality > Ability to run the standard Crystal Reports in EAS and understand reporting options > Provide an overview of Report Class codes and Report Formats > Understand basic rearrange and batch processing > Answer EAS questions Private Onsite or Internet-Based Training: EAS Basic System training is available either at your office or via the internet. Our consultants work with your team to identify ways to improve your monthly processing procedures. Private training includes attendance for up to eight individuals. Level of Difficulty: CPE Credits: 16 Basic None Group-Live or Group-Internet-Based Who Should Attend? Clients who are new to EAS and need a basic working knowledge of how to utilize the system. Questions: SUNGARD Revised 03/15 Page 6

7 EAS UTILIZATION AND EFFICIENCY REVIEW Consulting Service Overview: This service allows your team to take advantage of the SunGard Professional Services team s wealth of experience and insights from working with a wide variety of clients and consulting projects. SunGard staff work side-by-side with your team to gain an understanding of your current practices and then provide a summary document detailing observations and best practices recommendations that you can implement to maximize your utilization of the EAS system. Service Objectives: > Are you getting the most from your EAS system? Are there modules you purchased, but haven t implemented? Are your current procedures and processes outdated? Could these procedures and processes be modified to achieve greater efficiencies in your monthly, quarterly and yearly reporting cycles? Are you still doing manual data-entry instead of taking advantage of interfacing? Is the data being entered into the system being properly reviewed and approved? Are exceptions being properly addressed? Is your internal and external reporting as efficient as it could be? In today s world, where client staff has diminished, but work load hasn t, time is golden. SunGard iworks EAS Professional Services can assist you in evaluating your Best Practice requirements. Understand the best approach to move your organization forward. > Process Reviews/Best Practices Evaluations can be configured to include exploration and recommendations in the following areas: Gain the understanding to re-tool your workflows to take advantage of best practices recommendations Service Objectives Cont: Examine\provide feedback on workflows and processes which could shorten Monthly, Quarterly and Yearly reporting cycles Identify gaps, duplication of efforts and time-wasters Take advantage of changing and new system functionality Manage data from numerous sources Internal and external demands for data and reporting Increase corporate accountability Increase focus on data consistency and integrity Completed At Your Location: EAS Utilization and Efficiency Review is held available at your location. Who Would Benefit From An Efficiency Review? Clients who want to work with SunGard consultants to identify ways to improve their monthly processing procedures, as well as confirming that they are full taking advantage of their EAS system. How to Schedule: Schedule your EAS Utilization and Efficiency Review with your National Account Manager at SUNGARD Revised 03/15 Page 7

8 EAS BASIC CRYSTAL REPORTS TRAINING This three-day course is designed to teach basic report writing capabilities of Crystal reports. Designed as a hands-on course, you can directly apply what you learn in this course to create crystal reports for your reporting needs. > Understanding basic relational database concepts > Understanding the EAS database architecture as it relates to crystal reporting > Basic Crystal Report designer skills, including: sorting data; grouping data; basic summary functions. > Understand Standard Reports, including how to modify reports to meet your needs > Create a number of Crystal Reports using the Basic method, as well as the Wizard within the EAS database. These reports will include: Basic report formatting skills Working with parameters, customize existing reports, adding new reports Constructing basic formulas Creating comparative columns A single Business Unit Type Sorting features Grouping features Summary functions > Understand Report Classes and Report Formats > Generate a balance sheet and/or income statement > Generate a basic report by EAS business unit > Answer basic Crystal questions Private Onsite Training: EAS Basic Crystal Reports Training is available at your office location. Private training includes attendance for up to eight individuals. Level of Difficulty: CPE Credits: 24 Basic None Group-Live Who Should Attend? Clients who need detailed training on how to write reports utilizing Crystal Reports and the EAS database. Gain an understanding of basic crystal report design tools and how to use them with the EAS database. Questions: SUNGARD Revised 03/15 Page 8

9 EAS AND BIZINSIGHT REPORTS TRAINING AND REPORT WRITING ASSISTANCE This course is designed to teach how to implement and utilize BizInsight for SunGard. Session also provides take way templates to facilitate learning. You will be able to directly apply what you learn in this course to creating Excel spreadsheets that directly access the EAS database. Private Onsite or Internet-Based Training: EAS and BizInsight training is available either at your office or via the internet. Training includes attendance for up to eight individuals. A demo database will be utilized. Level of Difficulty: Basic CPE Credits: 8 Knowledge of Excel > Gain a general knowledge of how BizInsight connects to the EAS database live > Gain a working knowledge of the many Excel features that can be used with BizInsight > Understand the many flavors of the BizInsight Excel functions > Utilize BizInsight MTD & YTD Excel functions > Understand which type of reports are best done in BizInsight > Overview of caching options > Learn how to create BU Rollup reports > Answer BizInsight questions Group-Live Who Should Attend? Clients who want to utilize the BizInsight reporting tools with the EAS database. Session focuses on how to create Excel spreadsheets with the BizInsight functions. BizInsight Report Writing Assistance: This program utilizes BizInsight with the client database to develop reporting solutions. Since the program will be held onsite, the minimum program duration is a one-day course. Program can be extended to cover additional topics. Training can be held at either your office or Atlanta SunGard office. Questions: SUNGARD Revised 03/15 Page 9

10 EAS ACCOUNTS PAYABLE TRAINING This two-day session is designed for first-time EAS Accounts Payable users. System setup and security features specific to Accounts Payable will be discussed. Attendees will learn basic skills working with accounts payable functions within Security, Setup and AP Disbursements. Learn how to enter and review invoices and process disbursements. > Understand the Accounts Payable process flow in EAS > Enter invoices using online screens > Use the Accounts Payable accrual process > Review, approve and release invoices > Print checks and disburse EFTs > Update check reconciliation status online or using batch processing > Create Repetitive Payments > Learn about audit functionality for Accounts Payable data > Set up Accounts Payable Disbursements > Answer Accounts Payable questions Private Onsite or Internet-Based Training: EAS Accounts Payable Basic Training is available either at your office or via the internet. Training includes attendance for up to eight individuals. Level of Difficulty: Basic CPE Credits: 16 EAS Basic System Training or comparable experience Group-Live or Group-Internet Based Who Should Attend? EAS clients who are new to the Accounts Payable system and need a detailed understanding of system capabilities. Questions: SUNGARD Revised 03/15 Page 10

11 EAS ALLOCATIONS TRAINING This three-day session is designed to teach basic allocations skills including defining formula calculation, rules updates, and transaction allocations. Attendees will learn basic skills working with allocations.net functions. Batch processes will be also be discussed. Learn how to work with intercompany allocations. > Understand the Allocations process flow in EAS > Review.NET Allocations Setup General.NET Allocations Rules Definitions Pools Formulas Allocation Rules > Review.NET Allocations Processing Formula Calculation Formula Rules Update Transaction Allocation > Intra-Company Allocations Setup and Processing Example 1 > Intra-Company Allocations Setup and Processing Example 2 > Volume Rule Exporting and Importing Tools Pools Formulas Allocation Rules > Batch Options Processes Formula Calculation Formula Rules Update Transaction Allocation > Batch Options - Rules Imports Pools Formulas Allocation Rules > Inter-Company Allocations Overview > Inter-Company Allocations Setup and Processing Examples > Answer Allocations questions Private Onsite or Internet-Based Training: EAS Allocations Basic Training is available either at your office or via the internet. Training includes attendance for up to eight individuals. Level of Difficulty: Basic CPE Credits: 24 EAS Basic System Training or comparable experience Group-Live or Group-Internet Based Who Should Attend? EAS clients who are new to the Allocations and need a detailed understanding of system capabilities. Questions: SUNGARD Revised 03/15 Page 11

12 EAS BUDGET FORECASTING & VARIANCE ANALYSIS TRAINING This one-day session is designed for first-time EAS Budget and Forecasting users. The start-tofinish process for implementing budgets, forecasts and understating variance analysis tools will be discussed. Attendees will learn basic skills working with budget and forecast functions including creating or importing budgets, comparing and analyzing results, and creating ongoing budgets. > Review Budget Forecasting > Forecast Structure Setup > Budget Screen Navigation > Creating Budgets Importing Budget Copy from Spreadsheet Create from Prior Budget Create from Prior Actuals Create new version > Forecast Review > Forecast Entry > Notes & Attachments at Forecast Detail level > Creating multiple future years of Forecasts > Budget Forecasting Security > Review the fundamentals of the EAS Budget functionality > Budget reporting > Budget Analysis by BU > Budget Variance > Answer Budget questions Private Onsite or Internet-Based Training: EAS Budget Training is available either at your office or via the internet. Training includes attendance for up to eight individuals. Level of Difficulty: Basic CPE Credits: 8 EAS Basic System Training or comparable experience Group-Live or Group-Internet Based Who Should Attend? EAS clients who are new to the Budget & Forecasting and need a detailed understanding of system capabilities. Questions: > Review Variance Analysis > Criteria for Company, Basis, Current and Prior Year plans for analysis > Filtering Variance Analysis Information by: > Detail Accounts > Account Types > Report Class Codes > Business Unit Codes > Business Unit Types > Roll-up Business Unit Codes SUNGARD Revised 03/15 Page 12

13 EAS STATUTORY EXPORT TRAINING This one-day session is designed for first-time EAS Statutory Export users. System setup and security features specific to Accounts Payable will be discussed. Attendees will learn basic skills working with accounts payable functions within Security, Setup and AP Disbursements. Learn how to enter and review invoices and process disbursements. > Understand steps required to set up Quarterly and Annual Statement interfacing between EAS and Statutory solutions > Learn how to generate, review and export data from EAS to import into Statutory > Understand Statutory Reporting functionality > Learn about other information can be imported into the Statutory system > Learn how to map your financial accounting transactions and allocated details to the NAIC annual and quarterly statements Mapping can be done by a combination of company, accounting basis, reporting class, accounts and BUs > Know supported Annual/Quarterly pages > Setup maintenance data to support Statutory > Set company type > Establish report class type(s) and codes to support statutory > Map annual and quarterly statement pages > Copy maps as needed Private Onsite or Internet-Based Training: EAS Statutory Export Basic Training is available either at your office or via the internet. Training includes attendance for up to eight individuals. Level of Difficulty: Basic CPE Credits: 8 EAS Basic System Training or comparable experience Group-Live or Group-Internet Based Who Should Attend? EAS clients who are new to the Statutory Export workflows and need a detailed understanding of system capabilities. Questions: SUNGARD Revised 03/15 Page 13

14 IWORKS SUMMIT CLIENT CONFERENCE Conference Overview: We are pleased to host this year s iworks Summit in Las Vegas, NV. We invite you to join us for this year s conference, exclusively for insurance clients, from August 31st-September 3rd at the Aria Resort and Casino. Don t miss this opportunity: > Take advantage of over 100 product and industry sessions, join informative presentations on industry hot topics, learn tips, tricks and best practices > Learn about upcoming regulation changes from industry experts > Obtain critical product training on your SunGard solutions > Gain insights on how other SunGard clients are utilizing SunGard solutions > Interact with SunGard executives and staff, and network with other insurers to exchange practical strategies and ideas > Research vendor solutions at the exhibit hall Who Should Attend? All SunGard iworks clients to gain an understanding of current regulatory topics, industry updates, new product developments, and upcoming functional enhancements. How to Register: When the official conference registration opens, you can register online at: client-conference/event-summary- 6ead0fdbccfa46d9b609b18242f42bdc.aspx SUNGARD Revised 03/15 Page 14

15 ADMINISTRATIVE NOTES SunGard iworks 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 its website: For Training Inquiries Call: Your National Account Manager SunGard iworks (303) DTC Parkway, Suite 600 (303) /fax Greenwood Village, CO Refer to the Education Catalog for program learning objectives and CPE Hours. Due Date, Program Fees and Travel Expenses: Reservations must be received one week in advance of training date and are accepted on a space-available basis. Prices shown cover training program participation. If instructor travel is required for private training programs, expenses will be billed for reimbursement following the session. Training programs must be utilized within one year of purchase date. Registration Confirmation: You must own the applicable product to participate in a training program. Registration in a specific program is not firm until you have received a confirmation from the Training Development team. Substitution Policy: Substitutions can be made at any time, please reply to your confirmation with updated attendee information. Customer Cancellation Policy: SunGard will reschedule your training if the request is received at least 4 weeks prior to the start of your training program. If you are unable to attend the session you registered for, prepaid fees after the cancellation penalty can be applied towards a future class. Any cancellation notice received less than 4 weeks prior to the start of the confirmed training program will be subject to the following policy: Between 2 and 4 weeks prior Between 1 and 2 weeks prior Less than 1 week prior 50% penalty (of your total training fee) 75% penalty (of your total training fee) 100% penalty (total training fee) SunGard s Regional or Group Training Cancellation Policy: SunGard reserves the right to cancel a regional training, if SunGard deems that there is insufficient attendance to justify holding the class. Customer will be notified of cancellation with as much notice as possible, but no less than 2 weeks prior to the training. If the group program is cancelled, and the customer elects to hold the training privately at their location, then the customer will be responsible for any difference in training fee plus consultant travel expenses. For Training Cancellation or Complaints Call: Training Development SunGard iworks (303) DTC Parkway, Suite 600 (303) /fax Greenwood Village, CO For more information regarding administrative policies such as complaint, refund and cancellation or if you need assistance with CPE certificates, please contact our offices at (303) (303) with Questions. SUNGARD Revised 03/15 Page 15