MRI Software 2015 International Users Conference: Breakthrough

Las Vegas, Nevada
Sunday, October 18, 2015

Overview Agenda

Sunday
4:00-7:00 PM
6:00-8:00 PM
On-site registration opens
Networking Reception
Monday
7:30-8:30 AM
8:30-10:00 AM
10:00-10:30 AM
10:30-12:00 PM
11:00 AM-4:30 PM
12:00-1:00 PM
1:30-3:00 PM
3:00-3:30 PM
3:30-5:00 PM
6:00-11:00 PM
Breakfast
General Session
AM Break
Session 1
Executive Summit (Invitation Only)
Networking Lunch
Session 2
PM Break
Session 3
MRI Extravaganza
Tuesday
7:00-8:00 AM
8:30-10:00 AM
10:00-10:30 AM
10:30-12:00 PM
12:00-1:00 PM
1:15-2:00 PM
2:30-4:00 PM
4:00-4:30 PM
4:30-6:00 PM
Breakfast
Session 4
AM Break
Session 5
Lunch
General Session
Session 6
PM Break
Session 7
Wednesday
7:00-8:00 AM
8:00-8:45 AM
9:00-10:30 AM
10:30-11:00 AM
11:00-12:30 PM
12:30-1:30 PM
1:45-3:15 PM
Breakfast
Closing Session
Session 8
AM Break
Session 9
Lunch
Session 10

Session Schedule

The IUC courses eligible for CPE credits are indicated with an * below.

Monday Sessions


MONDAY 10:30-12:00

Partner Session - AvidXchange
Track: Partner; Level: Introductory; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
Description: Information regarding this AvidXchange provided session will be posted when details are finalized..
How to Upgrade to X*
Track: Version X; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:
The biggest technical difference between a 4.5 installation and a Version X installation is MRI Search. The class will go into details on how to install MRI Search as part of a Version X Upgrade. We’ll detail the configuration settings and their application to common environment types, and explain the administrative tools that can be used for MRI Search management, troubleshooting, and administration. The class will also discuss how to assign MRI Security to properly secure records in MRI∙GO. * Note* This class is designed for MRI Administrators.
Outcomes: Learn about the architecture and design of MRI Search. (Database structure and schemas, technology, environment layout) Learn how to build the servers and infrastructure to run MRI Search in your MRI Environment. Get tips and advice on configuring MRI Search based upon MRI’s best practices. Set up security permissions to properly restrict access to data in MRI∙GO based on users and roles. Explore the administrative tools available for setting up, administering, and maintain your MRI Search environment. Learn how to configure Actions, Links and Reports for your MRI∙GO records to work with your existing customizations. Bonus* A brief explanation of the processes and tools available to take your custom pages from Version 4 to Version X.
Pre-Requisites: None Required
Intro to Workflow*
Track: New MRI User; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Covers the features and options for utilizing workflow functionality and the WorkFlowDesign tool within your MRI application.
Outcomes: Learn how to analyze basic business workflows, Learn how to use WorkFlowDesign to create basic workflows, Learn how to manage MRI workflows
Pre-Requisites: None Required
Bostonpost HAP Process Updates and Overview*
Track: Bostonpost; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: This course will discuss the new developments around the HAP process. It will cover how the HAP relates to other parts of the software. It will provide some tips on how to best handle reconciling a HAP.
Outcomes: Insights as to what is new with the HAP process and how they may improve your HAP related task. Gain an understanding of how different areas will affect the HAP. Insights on how to effectively work with the HAP to get better results when building and reconciling.
Pre-Requisites: Understanding of the complete HAP process from creation to payment posting.
Advanced SQL for MRI*
Track: Advanced MRI User; Level: Advanced; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Builds on the concepts learned in Intro to SQL and Intermediate SQL, discover how to use your knowledge of SQL to create more complex queries. Bridges the gap between the MRI query window and Database Design.
Outcomes: Gain the ability to qualify query results. Learn to work with Null values as well as date and periods. Understand the different data types that exist in SQL and how they affect your queries. Understand the difference between UDF's and Stored Procedures, as well as learn to write SQL views.
Pre-Requisites: Intermediate SQL or experience with SQL queries
Intro to Recoveries*
Track: Accounting; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Introduces the user to what is needed to setup Recoveries in MRI. Walks the user through the basic functionality of the module and how the system can be setup to calculate your recoveries.
Outcomes: Learn what will be needed to setup your system and understand the basic features of the module. Learn what data should be gathered before setup is started. Walk through a standard calculation and identify best practices.
Pre-Requisites: None Required
Viewpoint Dashboards in MRI*
Track: General; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Learn how ViewPoint brings together property and financial data to empower smarter decision-making. Review summarized Commercial dashboards with KPIs and drill into details. Uncover new ways to get the most of your data with ViewPoint.
Outcomes: Gain a solid understanding of the available objects in CM executive dashboards. Learn how to set up grouping and reporting attributes to leverage ViewPoint. Explore how to maximize the reporting capabilities of the ViewPoint product.
Pre-Requisites: Financial reporting experience; accounting knowledge
Partner Session - Hipercept: Enterprise Information Management for Dummies
Track: Partner; Level: Introductory; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
Partner Session - ClickNotices: Delinquency Management: Strategies and Tools to Minimize Late Rent
Track: Partner; Level: Introductory; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
Who is MRI Investment Management*
Track: Investment Management; Level: Introductory Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: This intro to MRI Investment Management will explain the functionality provided by the Investment Management suite of products and how they complement the MRI product stack.
Outcomes: Gain insight into who, why and where it is used and how you can take advantage of this solution.
Pre-Requisites:

MONDAY 1:30-3:00

Intermediate Budgeting & Forecasting*
Track: Commercial; Level: Intermediate Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Build on your knowledge of Budgeting & Forecasting with this in-depth review of new functionality. Topics will include the straight-line rent calculation in the CM workbook, functional enhancements, using MRIGO with budgets, and recent program corrections. Session is geared toward clients familiar with the concepts of MRI B&F from product usage, previous webinars, or the Intro IUC session.
Outcomes: Understand new B&F product features for Commercial clients such as new options for working with month to month leases, adding departments or basis codes to existing budgets, and how to import data into the GL view. Learn about utilizing the straight-line rent calculation process for budget leases in your CM workbooks. Learn updated tips and recommendations for setup and processing based upon client, implementation, and support feedback.
Pre-Requisites: Familiarity with the basics of B&F from product usage, previous webinars, or the Intro session.
Migrating Customizations to X*
Track: Version X; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:
Don’t let uncertainty about the fate of your customizations keep you from taking advantage of the powerful new features of Version X – our team will show you the tools and best practices for taking your custom Windows and Web application pages and reports from 4.x.y to the latest version of MRI! This class is intended for anyone with customizations considering upgrading to Version X. While WebDesign will be a heavy focus of the course, the content will be presented at an intro level, and won’t require an advanced understanding of WebDesign, though conversations and questions may go into more advanced areas.
Outcomes: Discover the tools, reports and queries that can help you identify and evaluate your existing customizations. Understand what is involved in migrating custom pages and reports to Version X from Windows and Web version 4.x.y. Learn what the ‘Web Migration Tool’ is and how to use it. Discuss and explore the changes made to WebDesign for Version X. Become familiar with design standards and best practices regarding customization migrations.
Pre-Requisites: None Required
Intro to SQL*
Track: New MRI User; Level: Introductory; Delivery Method: | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: This workshop introduces you to basic Structured Query Language (SQL), which can facilitate retrieving MRI data for troubleshooting, maintaining and designing system elements.
Outcomes: Learn to write basic SQL statements. Understand how MRI uses SQL statements in views, reports, etc. Learn how to correct common mistakes.
Pre-Requisites: None Required
Maximizing Compliance with Bostonpost*
Track: Bostonpost; Level: Intermediate; Delivery Method: | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: This popular course returns to offer guidelines, tips and tricks for implementing complex layered funding at a property and ensuring Bostonpost is configured to support your Move-in and Recertification requirements.
Outcomes: Review of waitlist configuration options to simplify application process. Review of Bostonpost configuration to support mixed-use properties or partially funded affordable properties. Setup of set asides based on income layer and/or by unit class; non-financial set asides. Impact of compliance tracking on Rent plans. Review Approval workflow and configuration options. Configuring frequency, form selection, transmission options to guide Certification workflow.
Pre-Requisites: Understanding of Affordable Housing Set-aside
Advanced SQL for RM*
Track: Advanced MRI User; Level: Advanced; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Make use of your SQL skills with an under the hood targetted session on the MRI's Residential/Multi-Family module. You will learn to query, review and fix data just as a MRI services representative would complete. This will also cover the core tables in these modules and would be a basis for report writing as well.
Outcomes: Learn how to query data in MRI's Residential Management Module.
Pre-Requisites: Intermediate SQL or experience with SQL queries
Advanced Recoveries*
Track: Accounting; Level: Advanced; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Eliminate the need for spreadsheets and assure you are not missing recovery revenue. Learn about Retail versus Regular recovery methods, the functionality of how recoveries calculate, and how to read formulas. Also discuss benefits of recoveries extending to the Budgeting and Forecasting module.
Outcomes: Learn the difference between Retail and Regular Recoveries and when to use them. Understand formulas: tips and tricks on reading formulas. Learn how to "think outside the box" to get Recoveries to work for you.
Pre-Requisites: Basic knowledge of commercial management and recovery set up
SaaS Migration*
Track: General; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: This session covers the process of moving from an on-premise installation of MRI to the standard MRI SaaS offering. It also covers the benefits and features of using the MRI SaaS offering and lets you know what to expect from operating in that environment.
Outcomes: Learn the migration process from on-premise to MRI SaaS. Understand the details that make for a successful migration. Gain knowledge of the benefits of using MRI SaaS.
Pre-Requisites: None Required
Partner Track - LeaseHawk: LeaseHawk Communications Platform
Track: Partner; Level: Introductory; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
Partner Track - NTrust Infotech: MRI Lease Abstraction, Validation, & Integration Using NTrust's REmaap
Track: Partner; Level: Introductory; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
MRI Investment Management - Fund*
Track: Investment Management; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: MRI Software’s leading Fund Modeling & Risk Management solution provides portfolio managers, fund managers and treasury managers with an out-of-the-box solution to deliver key financial performance metrics in real time.
Outcomes: This session provides you detailed insight into the product's capabilities and will cover customer implementation examples.
Pre-Requisites:

MONDAY 3:30-5:00

Intermediate SQL with MRI*
Track: Technical; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Building on the basics in SQL Queries I, discover how to write queries involving more than one table using joins and sub-queries, techniques for safely testing potentially-disruptive queries and backing up and recovering individual records.
Outcomes: Review the most frequently used queries and how they work. Understand advanced SQL topics such as joins, sub-queries and unions. Learn how to test potentially unsafe queries without harming your data, and how to backup and recover individual records.
Pre-Requisites: 'Intro to SQL with MRI' or practical use or experience with basic SQL queries
How to Upgrade to X*
Track: Version X; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:
The biggest technical difference between a 4.5 installation and a Version X installation is MRI Search. The class will go into details on how to install MRI Search as part of a Version X Upgrade. We’ll detail the configuration settings and their application to common environment types, and explain the administrative tools that can be used for MRI Search management, troubleshooting, and administration. The class will also discuss how to assign MRI Security to properly secure records in MRI∙GO. * Note* This class is designed for MRI Administrators.
Outcomes: Learn about the architecture and design of MRI Search. (Database structure and schemas, technology, environment layout). Learn how to build the servers and infrastructure to run MRI Search in your MRI Environment. Get tips and advice on configuring MRI Search based upon MRI’s best practices. Set up security permissions to properly restrict access to data in MRI∙GO based on users and roles. Explore the administrative tools available for setting up, administering, and maintain your MRI Search environment. Learn how to configure Actions, Links and Reports for your MRI∙GO records to work with your existing customizations. Bonus* A brief explanation/demonstration of the processes and tools available to take your custom pages from Version 4 to Version X.
Pre-Requisites: None Required
Intro to Web Design*
Track: New MRI User; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Come learn MRI's Web Design product. This is an intro course which shows the basics of our Web Design tool. This will be a technical session showing how to create and copy MRI web pages along with web enabling a report. We will also be showing a few new features to support our new browser strategy. This is a must for a windows clients thinking about moving to the web platform.
Outcomes: Learn the basics of the MRI Web Design tool.
Pre-Requisites:
None Required
Custom Funding Programs in Bostonpost*
Track: Bostonpost; Level: Advanced; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Advanced session which will delve into customized funding programs in Bostonpost.
Outcomes: Session attendees will see how "rules apply" and various other settings on funding programs impact the processing of rents and certifications. This session will give the advanced user the insight into the options available for setting up a custom funding program in Bostonpost.
Pre-Requisites: None Required
Windows to X: Global Client Case Study*
Track: International; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:
This session provides an overview of the MRI Windows to Version X conversion process from an international standpoint. This will include a summary of some of the steps, methods and processes, including the GPS project process involved. It will also cover items to be considered as part of this transfer and provide details of which items need to be subject to conversion and ways of selecting and prioritising existing customised items to be transitioned.
Outcomes: Gain visibility into the concepts around converting from Windows to Version X from the International team together with how the process is achieved. Learn about some of the high level structural differences between Windows and the new improved Version X user interface and how these differences are dealt with during the conversion process. Gain an understanding of the steps in the conversion process together with some of the tools available to analyse data to establish which customised items should be converted and how these processes might be applied to your business.
Pre-Requisites:
None Required
Advanced SQL for CM*
Track: Advanced MRI User; Level: Advanced; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Make use of your SQL skills with an under the hood targetted session on the MRI's Commercial Management Module. You will learn to query, review and fix data just as a MRI services representative would complete. This will also cover the core tables in these modules and would be a basis for report writing as well.
Outcomes: Learn how to query data in MRI's Commercial Management Module.
Pre-Requisites: Intermediate SQL or experience with SQL queries
Intro to LeaseFlow*
Track: General; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:
Learn how this lease tracking module supports comprehensive management of the leasing process and is designed to shorten the leasing cycle for office, industrial and retail real estate. Will also cover Version X mobility benefits for the leasing professional.
Outcomes: Learn best practices to streamline lease cycle to improve your bottom line. How to share lease and contact information enterprise-wide for faster, better communication. Improve collaboration to shorten the time from prospect to tenant.
Pre-Requisites: None Required
Users Group Member Session User 2 User : Job Cost
Track: General; Level: ; Delivery Method: | Credits: 0 | Field of Study: Specialized Knowledge
Description: A panel of your peers will discuss a breadth of topics around Job Cost, including work orders, capital expenditures, cost tracking, etc. This session will make use of real-world experiences and insights as to how your peers apply best practices and use MRI software in this important area of accounting for projects. We are looking forward to great conversation and knowledge sharing in this session!

Partner Track - Updater: Top 7 No-Brainers to Improve Your Resident's Move-In Experience
Track: Partner; Level: Introductory; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
Partner Track - AMP
Track: Partner; Level: Introductory; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
Who is MRI Investment Management*
Track: Investment Management; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: This intro to MRI Investment Management will explain the functionality provided by the Investment Management suite of products and how they complement the MRI product stack.
Outcomes: Gain insight into who, why and where it is used and how you can take advantage of this solution.
Pre-Requisites:

Tuesday Sessions


TUESDAY 8:30-10:00

Partner Session - AvidXchange
Track: Partner; Level: Introductory; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
Description: Information regarding this AvidXchange provided session will be posted when details are finalized..
Migrating Customizations to X*
Track: Version X; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:
Don’t let uncertainty about the fate of your customizations keep you from taking advantage of the powerful new features of Version X – our team will show you the tools and best practices for taking your custom Windows and Web application pages and reports from 4.x.y to the latest version of MRI! * Note* This class is intended for anyone with customizations considering upgrading to Version X. While WebDesign will be a heavy focus of the course, the content will be presented at an introductory level, and won’t require an advanced understanding of WebDesign, though conversations and questions may go into more advanced areas.
Outcomes: Discover the tools, reports and queries that can help you identify and evaluate your existing customizations. Understand what is involved in migrating custom pages and reports to Version X from Windows and Web version 4.x.y. Learn what the ‘Web Migration Tool’ is and how to use it. Discuss and explore the changes made to WebDesign for Version X. Become familiar with design standards and best practices regarding customization migrations.
Pre-Requisites: None Required
Intro to Report Design*
Track: New MRI User; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: An intro session covering the basics of creating simple MRI reports with the ReportDesign program which forms part of the MRI application toolkit.
Outcomes: Learn how to modify existing reports and create basic new reports
Pre-Requisites: MRI table structure and SQL knowledge is helpful
What's New in Bostonpost*
Track: Bostonpost; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Join us for an overview on what's new in Bostonpost with a demo of the newly released Configurable Reporting functionality along with other informative updates on BPPM 9.2.
Outcomes:
Pre-Requisites:
Global VAT/GST/Tax Handling*
Track: International; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: This session will cover MRI’s capabilities around the handling of tax globally on payables and receivables. Ideal as an intro for those looking to move into different global regions, the session will include an overview of the treatment of some different regional taxes, including VAT and GST in Europe and Asia and will provide an appreciation of the similarities and differences of some regional tax set up, together with a summary of how MRI’s multi-tiered tax facility operates to assist in these regions.
Outcomes: Attendees will gain an insight into general tax considerations in certain global regions and how MRI can be set up to cater for these. The session will also provide the principals of some differing tax scenarios within regions and how these relate to both AP and CM transactions, resulting in an overall appreciation of elements to be considered and reflected by MRI tax set up.
Pre-Requisites: None Required
Advanced SQL for Accounting*
Track: Advanced MRI User; Level: Advanced; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Make use of your SQL skills with an under the hood targetted session on MRI's Accounts Payable , General Ledger and Budget & Forecasting modules. You will learn to query, review and fix data just as a MRI services representative would complete. This will also cover the core tables in these modules and would be a basis for report writing as well.
Outcomes: Learn how to query data from MRI's Accounts Payable, General Ledger and Budget & Forecasting Modules.
Pre-Requisites: Intermediate SQL or experience with SQL queries
Focus Group: Workspeed
Track: Commercial; Level: Introductory; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
Description: For seasoned Workspeed users/clients/prospects. This session is a chance to meet with Workspeed's product management team and have a discussion about functionality you would like to see from Workspeed in the future as well as provide feedback for ongoing development projects.
Outcomes: Get insight into projects Workspeed currently has in development, Provide input on desired functionality
Pre-Requisites: None Required
Focus Group: Back Office and Financials
Track: General; Level: Intermediate; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
Description: This session is a chance to meet with MRI's Product Team to have an interactive discussion about functionality you want to see from MRI in the future. Additionally, receive updates regarding development projects and provide feedback based on your organization's needs.
Outcomes: Get insight into MRI projects under consideration for products such as Accounts Payable, General Ledger, Purchase Order, Job Cost, and Enterprise Ledger. Share use cases and varying market requirements with other MRI customers. Provide input to MRI on desired functionality, specific requirements, and relative priorities.
Pre-Requisites: None Required
MRI Investment Management - Debt*
Track: Investment Management; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: MRI Software’s Property Debt Management solution provides treasury and debt managers a single integrated solution for accurate debt modeling and analysis.
Outcomes: This session provides you detailed insight into the product's capabilities and will cover customer implementation examples.
Pre-Requisites:

TUESDAY 10:30-12:00

What's New in CM*
Track: Commercial; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Discover the latest features and enhancements from MRI! This presentation will detail recent changes to Commercial Management, summarize updates to related products in the Commercial product suite, and review key program fixes.
Outcomes: Learn how to complete common tenant-related activities more easily using MRIGO Gain a solid understanding of recent updates to the CM Web product. Explore how products and tools available across the Commercial product suite can improve process efficiencies
Pre-Requisites: None Required
How to Upgrade to X*
Track: Version X; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:
The biggest technical difference between a 4.5 installation and a Version X installation is MRI Search. The class will go into details on how to install MRI Search as part of a Version X Upgrade. We’ll detail the configuration settings and their application to common environment types, and explain the administrative tools that can be used for MRI Search management, troubleshooting, and administration. The class will also discuss how to assign MRI Security to properly secure records in MRI∙GO. * Note* This class is designed for MRI Administrators.
Outcomes: Learn about the architecture and design of MRI Search. (Database structure and schemas, technology, environment layout). Learn how to build the servers and infrastructure to run MRI Search in your MRI Environment. Get tips and advice on configuring MRI Search based upon MRI’s best practices. Set up security permissions to properly restrict access to data in MRI∙GO based on users and roles. Explore the administrative tools available for setting up, administering, and maintain your MRI Search environment. Learn how to configure Actions, Links and Reports for your MRI∙GO records to work with your existing customizations. Bonus* A brief explanation/demonstration of the processes and tools available to take your custom pages from Version 4 to Version X.
Pre-Requisites: None Required
Intro to MRI Security*
Track: New MRI User; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Join us for an overview of the MRI Security Manager and gain insight into how it can help you optimize your MRI software. We'll discuss how to use the Security Manager to manage users, the differences between Web and Windows security, the differences between roles, entity classes and sites, and using security audit reports. Understand how your organizational structure aligns to security and determine internal roles.
Outcomes: Learn how to use the security manager to manage users, how to request security role creation and understand the available security reports.
Pre-Requisites: SaaS Clients only
User Codes in Bostonpost*
Track: Bostonpost; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: This client-led session will provide an overview of the power and flexibility of the User Code functionality within Bostonpost. A client will share a recent example of a problem they were able to resolve by working with the Bostonpost GPS team and implementing new user codes within their database.
Outcomes: Session attendees will learn how a client uses user codes to reduce the number of required leases in the Bostonpost system. The client will demonstrate how a customized merge source linked to user codes allowed them to replace many community dependent leases with a lease per funding program type.
Pre-Requisites: None Required
Focus Group: Global
Track: International; Level: Introductory; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
Description: This interactive session is a chance to meet with MRI's product management team responsible for global and non-US functionality in the product and discuss specific topics relevant to future or up-coming development with MRI and your peers.
Outcomes:
Get insight into projects MRI currently has in development and provide input to MRI on desired functionality
Pre-Requisites: None Required
Advanced Web Design*
Track: Advanced MRI User; Level: Advanced; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: This session goes over advanced topics for the WebDesign application toolkit program and is for users that are already familiar with developing in web design. We will also review changes in Web Design for Version X and migrating 4.x.x. pages to Version X.
Outcomes: Understand how search grids are designed. Show the use of Java Script inside a page. Modifying menus including how to customize MRI-GO search results to use your custom pages. Explore the dashboarding capabilities of the product.
Pre-Requisites: None Required
Focus Group: Residential Management
Track: Multifamily; Level: Introductory; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
Description: This is an opportunity to meet with MRI's Product Management team for the Residential Management and Connect product families. Attendees will be able to meet and share ideas with one another while in a group setting as well as discuss future functionality requests and project feedback.
Outcomes: Get insight into projects MRI currently has in development or has planned for development while providing input to MRI on desired functionality.
Pre-Requisites: None Required
Product Roadmap
Track: ; Level: ; Delivery Method: | Credits: 0 | Field of Study: Specialized Knowledge
Description:
Outcomes:
Pre-Requisites:

Partner Track - PayLease: What residents expect from your properties Technology Platform
Track: Partner; Level: Introductory; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
MRI Investment Management - AnalytiX*
Track: Investment Management; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:
MRI Software’s AnalytiX Portal provides analysts and executives with an out-of-the-box solution to easily garner real insights from financial and real estate data.
Outcomes: This session provides you detailed insight into the product's capabilities and will cover customer implementation examples.
Pre-Requisites:

TUESDAY 2:30-4:00

What's New in RM*
Track: Multifamily; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: In this session, we'll explore the latest enhancements, bug fixes, and general changes to the Residential Management (RM) product and other products/services that integrate with RM. Discover the latest features and enhancements in MRI Version X!
Outcomes: Understand current and planned features in upcoming MRI releases. Learn how to connect with your residents and prospects for efficiency gains. Learn about new and enhanced multi-family vendor integrations.
Pre-Requisites:
None Required
Migrating Customizations to X*
Track: Version X; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:
Don’t let uncertainty about the fate of your customizations keep you from taking advantage of the powerful new features of Version X – our team will show you the tools and best practices for taking your custom Windows and Web application pages and reports from 4.x.y to the latest version of MRI! * Note* This class is intended for anyone with customizations considering upgrading to Version X. While WebDesign will be a heavy focus of the course, the content will be presented at an introductory level, and won’t require an advanced understanding of WebDesign, though conversations and questions may go into more advanced areas.
Outcomes: Discover the tools, reports and queries that can help you identify and evaluate your existing customizations. Understand what is involved in migrating custom pages and reports to Version X from Windows and Web version 4.x.y. Learn what the ‘Web Migration Tool’ is and how to use it. Discuss and explore the changes made to WebDesign for Version X. Become familiar with design standards and best practices regarding customization migrations.
Pre-Requisites: None Required
MRI Support*
Track: General; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:
Learn all the capabilities the myMRI Client Portal has to offer, ranging from visibility to Client Support Case activity, expanding product knowledge with Articles, posting questions on the Community, downloading custom reports via our MRI Application Exchange, and much more.
Outcomes: Understand capabilities and benefits of using online Client Support case submission through the myMRI Client Portal. Explore the available global search and improved filters. Learn how to utilize the knowledge and step by step solutions available in "Articles". Learn how to submit "Ideas"; for products and services; vote on ideas submitted by other clients and access feedback and your activity in "Ideas". Review Incident Report (IR) information to get status updates and release information on program issues within the product. Review how to download custom report and applications via the MRI Application Exchange. How to post and review questions via the "Community". Understand how Content is categorized within "Libraries". Lastly we will also provide insight into future enhancements to the myMRI Client Portal!
Pre-Requisites: None Required
Focus Group: Bostonpost
Track: Bostonpost; Level: Intermediate; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
Description:
This session provides an opportunity to meet with MRI's Bostonpost product management team and participate in an interactive roundtable forum with your peers. Attendees will be given the opportunity to share best practices and provide input on functionality enhancements they would like to see in future releases of Bostonpost. They will also gain insight into projects that are currently under development and planned for BPPM 9.3.
Outcomes:
Pre-Requisites: None Required
International Roadmap
Track: International; Level: Introductory; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
Description:
This session will cover the current status of the International (non-US) product roadmap by region and the items included within it, as well as functionality developed and future developments planned.
Outcomes: Get insight into the current International product roadmap and future developments. Provide input to MRI on new functionality and product direction for the region.
Pre-Requisites:
None Required
Advanced Report Design CM*
Track: Advanced MRI User; Level: Advanced; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Builds on the concepts learned in Intro to Report Design, discover how to use you knowledge of SQL to create more complex reports by using the sql features of the report writer. Discover common report design functions as well as how to use 'IF' statements to create skip expressions or tests.
Outcomes: Gain a working understanding of the dialog box in report writer and develop a working knowledge of how to use the expression builder along with common functions built into MRI. Learn how to use transact sql and IF statements to create more complex reports. Learn how to debug reports.
Pre-Requisites: Intro to Report Design, Basic understanding of SQL
Focus Group: Commercial Management
Track: Commercial; Level: Introductory; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
Description:
This session is a chance to meet with MRI's product management team for the Commercial Management product and have a discussion about functionality and enhancements you would like to see from MRI in the future. Receive insight into projects MRI currently has in development and provide feedback based on your organization’s needs. Share use cases, varying market requirements and ideas with other MRI customers to discover untapped efficiencies and better streamline your workflow.
Outcomes: Receive insight into projects MRI currently has in development. Provide input to MRI on desired functionality and enhancements.
Pre-Requisites:
None Required
Intro to Prospect Connect*
Track: Multifamily; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: More renters than ever are looking for apartments online. With Prospect Connect, renters will search, select and apply for an apartment online, then view, accept and sign lease documents electronically. Prospect Connect guides future residents through an easy to follow online application in just a few minutes,that feeds seamlessly into MRI Residential.
Outcomes: Learn about this new product offering from MRI. In this session, we'll introduce you to Prospect Connect, show you how easy it is for your prospects to complete an online application and discuss the time savings your leasing team will experience with Prospect Connect.
Pre-Requisites: None Required
MRI Investment Management - Asset*
Track: Investment Management; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:
MRI Software’s Global Portfolio Asset Management solution provides asset managers and analysts with an out-of-the-box solution to easily forecast business plans and value complex commercial assets.
Outcomes: This session provides you detailed insight into the product's capabilities and will cover customer implementation examples.
Pre-Requisites:

TUESDAY 4:30-6:00

Intro to CondoPlus*
Track: Multifamily; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Join us for an intro to our Multi-family solution for Condo and Cooperative communities. This session will provide you an overview of our CondoPlus Solution including general setup, processing, and reporting.
Outcomes: Learn what will be needed to setup your system and understand the basic features of CondoPlus. An understanding of daily processing and reporting available.
Pre-Requisites: An understanding of our Residential Multi-Family Solution is needed.
Making Sense of MIX*
Track: Technical; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Unleash the data in your MRI database for secure and seamless integration with your internal applications and the ever-expanding ecosystem of vendors—with MRI Information eXchange. Learn how you can use APIDesign to create rich RESTful APIs to respond rapidly to ever-changing business needs. Find out what's next for MIX and MRI's continuing commitment to the Best of Breed strategy.
Outcomes: Learn the basics of HTTP—the foundation of the Web. Leverage your MRI Toolkit skills and use APIDesign to create simple APIs that read and write data in your MRI database. Learn how to test your APIs. Understand how APIs are secured and governed to ensure reliable integrations.
Pre-Requisites:
Basic familiarity with MRI WebDesign is helpful, though not required.
Intro to Accounts Payable*
Track: Accounting; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Discover Accounts Payable for MRI Web. In this session we will learn AP efficiencies through live product demonstrations on: set-up, invoice entry, check processing, bank reconciliations, month-end processing and reporting.
Outcomes: Understand critical setup components of Accounts Payable. Enter and modify invoices. Process payments and enter manual checks. Perform Monthly closing procedures. Conduct inquiries and generate reports.
Pre-Requisites:
None Required
Bostonpost Office Hours
Track: ; Level: ; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:

Outcomes:

Pre-Requisites:
Rolling out MRI Globally*
Track: International; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: This session is a chance to meet some of the MRI International team who have experience in implementing MRI outside the US. They will share their experiences and focus on key international areas, not only in conjunction with rolling out MRI solely in other regions, but also in taking existing US clients and configuring MRI to cater for expansion into other global markets.
Outcomes: Gain an understanding of some of the different considerations for global regions when rolling out MRI. The session will also provide a useful background guide as to the process of applying and configuring new regional elements to an existing database and give an insight into some of the areas of the system to focus on when looking to implement regionally based on the previous experience of the International team.
Pre-Requisites:
None Required
Advanced Report Design RM*
Track: Advanced MRI User; Level: Advanced; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Gain a working understanding of the dialog box in report writer and develop a working knowledge of how to use the expression builder along with common functions built into MRI.
Outcomes: Learn how to use transact sql and IF statements to create more complex reports. Learn how to debug reports.
Pre-Requisites: None Required
Focus Group: Budgeting & Forecasting
Track: Commercial; Level: Introductory; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
Description:
This session is a chance to meet with MRI's Product Management Team to have an interactive discussion about functionality you want to see from MRI in the future. Additionally, receive updates regarding ongoing development projects and provide feedback based on your organization's needs.
Outcomes: Get insight into Budgeting & Forecasting development projects. Share use cases and varying market requirements with other MRI customers. Provide input to MRI on desired functionality, specific requirements, and relative priorities
Pre-Requisites: Familiarity with the basics of B&F from product usage, previous webinars, or the Introductory session.
Users Group Member Session User 2 User: "Moving on Up" (Upgrades, Integrations, windows to web, etc)
Track: General; Level: ; Delivery Method: | Credits: 0 | Field of Study: Specialized Knowledge
Description:
Join us as a panel of fellow MRI software users lead a discussion on various topics that most organizations encounter. These topics will range from upgrades, implementations, third-party integrations, migrations to web and internal initiatives to solve business problems. Come hear how your peers implemented technology, strategies and best practices and managed complex changes to provide efficiencies and cost savings for their companies.

Who is MRI Investment Management*
Track: Investment Management; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: This intro to MRI Investment Management will explain the functionality provided by the Investment Management suite of products and how they complement the MRI product stack.
Outcomes: Gain insight into who, why and where it is used and how you can take advantage of this solution.
Pre-Requisites:

Wednesday Sessions


WEDNESDAY 9:00-10:30

Partner Session - Nexus Systems
Track: Partner; Level: Introductory; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
Description: Information regarding this Nexus Systems provided session will be posted when details are finalized. .
How to use MAX*
Track: General; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:
Come see the new MRI Application eXchange offering, aka “MAX”. MAX provides our client community access to an ever expanding catalog of customizations, including unique reports, integrations, and tools – developed by our clients, MRI employees, and partners. This session will take you through an overview MAX, including accessing the system, downloading content, and adding your own customizations.”
Outcomes: Attendees will learn how to utilize MRI's Application Exchange (MAX) offering, which includes accessing MAX as well as uploading and downloading apps.
Pre-Requisites: None Required
Intro to General Ledger*
Track: New MRI User; Level: Introductory; Delivery Method: | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:
Join us for an overview of the tools available within the General Ledger (GL) module. This session is a great opportunity for a daily user to maximize their experience with our General Ledger product or a new user to learn about the benefits and functionality of GL Web.
Outcomes: Learn about navigation and usage of the GL web product. Discover tips and best practices such as entity calendar and alternate chart setup. Understand standard reporting including the cash balance reports. Differentiate between Web functionality and Windows functionality.
Pre-Requisites: None Required
Document Management in Bostonpost*
Track: Bostonpost; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:
This client-led session will provide new and existing users with the knowledge to effectively set up and manage their document libraries in Bostonpost Property Manager.
Outcomes: Session attendees will learn how Property Manager's Maintain Documents, tab functions so that they can setup their documents to print at the appropriate task, for the appropriate property for the appropriate funding program. The session will also explore how various components of Property Manager affect documentation.
Pre-Requisites: None Required
Canadian Product Roadmap
Track: International; Level: Introductory; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
Description:
This session will cover the current status of the Canadian product roadmap and the items included within it, as well as functionality developed and future developments planned.
Outcomes: Get insight into the current Canadian product roadmap and future developments. Provide input to MRI on new functionality and product direction for the region.
Pre-Requisites: None Required
Advanced Report Design Accounting*
Track: Advanced MRI User; Level: Advanced; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Builds on the concepts learned in Intro to Report Design, discover how to use you knowledge of SQL to create more complex reports by using the sql features of the Report Design tool. Discover common report design functions as well as how to use 'IF' statements to create skip expressions or tests.
Outcomes: Gain a working understanding of the dialog box in report writer and develop a working knowledge of how to use the expression builder along with common functions built into MRI for Accounting and Financial reports. Learn how to use transact sql and IF statements to create more complex reports. Learn how to debug reports.
Pre-Requisites: Intro to Report Design' or practical use or experience with basic SQL queries and Report Writer
Intro to Prospect Connect*
Track: Multifamily; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: More renters than ever are looking for apartments online. With Prospect Connect, renters will search, select and apply for an apartment online, then view, accept and sign lease documents electronically. Prospect Connect guides future residents through an easy to follow online application in just a few minutes, that feeds seamlessly into MRI Residential.
Outcomes: Learn about this new product offering from MRI. In this session, we'll introduce you to Prospect Connect, show you how easy it is for your prospects to complete an online application and discuss the time savings your leasing team will experience with Prospect Connect.
Pre-Requisites: None Required
Multifamily Integrations and Partners*
Track: Multifamily; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: As MRI's Partner Connect ecosystem continues to grow and evolve, this session will focus on the progress and status of both partnerships and integrations.
Outcomes: Learn how MRI is working to create a diverse variety of choice and flexibility for your Multifamily solution sets.
Pre-Requisites: None Required
MRI Investment Management - Valuations*
Track: Investment Management; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge S
ession Description:
MRI Software’s Global Valuation desktop solution forecasts cashflow and easily values complex commercial assets.
Outcomes:
This session provides you detailed insight into the product's capabilities and will cover customer implementation examples.
Pre-Requisites:

WEDNESDAY 11:00-12:30

Accounts Payable Web Advanced*
Track: Accounting; Level: Advanced; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:
This session builds on your foundational understanding of Accounts Payable (AP) processes to demonstrate Purchase to Pay processes available with MRI Web. Appropriate for both Commercial and Multi-Family clients, this session will offer you the knowledge needed to leverage AP tools effectively.
Outcomes: Utilize Expense Control for invoice approval and check batch approval. Process payments by creation of ACH files. Understand setup, maintenance, and processing of Purchase Order and 1099 functionality available within MRI for the Web. Gain insight around key differences between Web and Windows.
Pre-Requisites: Intro to Accounts Payable web, or equivalent work based experience
Product Roadmap
Track: ; Level: ; Delivery Method: | Credits: 0 | Field of Study: Specialized Knowledge
Description:
Outcomes:

Pre-Requisites:
Intro to JobCost*
Track: New MRI User; Level: Introductory; Delivery Method: Group-Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: Focused on MRI's JobCost functionality, this session will cover detailed entry and process flow for setup, budgets, commitments, and costs. Return to your organization with an understanding of how JobCost can be leveraged for development and construction projects in conjunction with AP, POs, and GL.
Outcomes:
Understand how to complete JobCost tasks related to setup, budgeting, contract processing, purchase order entry, invoice entry, journal entry, and reporting in MRI's Web interface. Gain insight around features available in Web vs. Windows.
Pre-Requisites:
Basic accounting knowledge, basic understanding of JobCost concepts.
Bostonpost Maintenance Best Practices*
Track: Bostonpost; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: This course will cover the best way to set up maintenance in order to utilize it to its fullest. It will include property setup, template setup, employee setup, vendor setup, inspection setup, and navigation. It will also include best practices other clients have implemented around maintenance.
Outcomes: Gain an understanding of the usability and technical features of the Bostonpost Maintenance module. Understand the look and feel of navigating within the module. Learn about the benefits and ease of use that proper setup will bring to your organization. Gain insight as to how other clients have implemented the BP maintenance module.
Pre-Requisites:
One of the following: Review of Bostonpost Maintenance workbooks for Property Managers, Supervisors, and System Admins. Use/Manage the BP maintenance module.
Focus Group: Canada
Track: International; Level: Introductory; Delivery Method: Group - Live | Credits: 0 | Field of Study: Specialized Knowledge
Description:
This interactive session is a chance to meet with MRI's product management team responsible for Canadian functionality in the product and discuss specific topics relevant to future or up-coming development with MRI and your peers.
Outcomes: Get insight into Canadian projects MRI currently has in development and provide input to MRI on desired functionality.
Pre-Requisites: None Required
Advanced MRI Security*
Track: Advanced MRI User; Level: Advanced; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:
Join us for an overview of the security module and gain insight into how it can help you optimize your MRI security. We'll discuss the Security Console, the difference between Web and Windows security, exporting roles and classes, and using security audit reports. Understand how your organizational structure aligns to security and determine internal roles.
Outcomes: Learn how to set up security roles and entity classes within database security. Understand reports generated by Security Console. Learn the basic functionality of Security Console. Discuss how web security integrates with database security.
Pre-Requisites: Administrative users both SaaS and on-premise
MRI Investment Management - Debt*
Track: Investment Management; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: MRI Software’s Property Debt Management solution provides treasury and debt managers a single integrated solution for accurate debt modeling and analysis.
Outcomes: This session provides you detailed insight into the product's capabilities and will cover customer implementation examples.
Pre-Requisites:

WEDNESDAY 1:45-3:15

What's New in RM*
Track: Multifamily; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge S
ession Description:
In this session, we'll explore the latest enhancements, bug fixes, and general changes to the Residential Management (RM) product and other products/services that integrate with RM. Discover the latest features and enhancements in MRI Version X!
Outcomes:
Understand current and planned features in upcoming MRI releases. Learn how to connect with your residents and prospects for efficiency gains. Learn about new and enhanced multi-family vendor integrations.
Pre-Requisites:
None Required
Intro to Budgeting & Forecasting*
Track: Commercial; Level: Introductory; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: This session is focused on the basics of the Web-based Budgeting & Forecasting (B&F) product. We will step through the end to end operational budgeting process, covering topics such as setup, budget creation, expense and commercial revenue workbooks and reporting.
Outcomes: Understand how B&F can improve your budgeting process by leveraging current and historical MRI General Ledger and Commercial Management data. Learn about different setup, budget creation, and processing assumptions.
Pre-Requisites: Understand your company's current budget process
Bostonpost Office Hours
Track: ; Level: ; Delivery Method: | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:
Outcomes:
Pre-Requisites:

Advanced GL and Enterprise GL*
Track: Advanced MRI User; Level: Advanced; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description: We will review the Enterprise General Ledger's ability to handle calculations for allocating expenses and rolling up revenue for complex ownership structures, streamlined data entry, setup rules for inter entity journal entries, and audit control period journal entries.
Outcomes: Learn about the tools available for setting up and processing complex journal entries for expense allocation and ownership structures. Learn about the enhancements made to the product to allow for a more efficient process for setting up the recurring templates.
Pre-Requisites: Accounting and financial consolidation experience
MRI Investment Management - Portal*
Track: Investment Management; Level: Intermediate; Delivery Method: Group - Live | Credits: 1.5 | Field of Study: Specialized Knowledge
Description:
MRI Software’s AnalytiX Portal provides analysts and executives with an out-of-the-box solution to easily garner real insights from financial and real estate data.
Outcomes: This session provides you detailed insight into the product's capabilities and will cover customer implementation examples.
Pre-Requisites:
* - This course is eligible for CPE credits. Complaint Resolution Policy: Any complaints regarding this course should be directed to your AE (Account Executive) and/or the info@mrisoftware.com email address. Complaints will be addressed within one business day. MRI Software 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: www.learningmarket.org.

 

Solutions Theater Schedule Please check back for the full theater schedule to be posted soon!

Post Conference Training

MRI Budgeting & Forecasting

Start Date: 10/22/2015 9:00 AM PST
End Date: 10/23/2015 5:00 PM PST
Cost: $900 USD
Description: Are you a property manager, accountant, or executive who needs to use Budgeting and Forecasting to manage a budget? This class provides an overview of the fundamentals of the Budgeting and Forecasting Solution. It is designed for end-users including property manages, accountants, and executives who are responsible for preparing budgets. The class introduces students to the typical activities associated with working with budgets, managing budgets, generating reports, and posting budget information to the General Ledger. Further, the class briefly reviews the activities involved in setting up the software for initial use. Students will be following along in their own lab using MRI’s Hands-on lab solution.
Register for MRI Budgeting & Forecasting Here

MRI Commercial Management Recoveries

Start Date: 10/22/2015 9:00 AM PST
End Date: 10/23/2015 5:00 PM PST
Cost: $900 USD
Description: This hands-on two day course will expand your CM module capabilities through demonstrating the automation of the yearly escalation recoveries setup tasks. Topics to be covered include: setting Up CM recoveries, retrieving GL data, calculating recoveries, invoicing and billing recoveries, running recovery reports and creating recovery formulas.
Register for MRI Commercial Management Recoveries Here

MRI MIX

Start Date: 10/22/2015 9:00 AM PST
End Date: 10/23/2015 5:00 PM PST
Cost: $900 USD
Description: MIX: Learn how to build RESTful API based interfaces to other systems using MRI MIX. This two-day class will review the concepts and tools required for an MRI developer to successfully customize, build, deploy, and maintain an API. This is a hands on class where students will participate in building a functioning API using MRI’s MIX product. Upon completion students will be equipped to build, enable, deploy, and integrate a MIX API into their business processes. Students will understand the simplicity and power of the tool, as well as, the limitations, security, and governance. Students should have a working knowledge of WebDesign, ReportDesign, and TableDesign.
Register for MRI MIX Here

MRI Web Developer

Start Date: 10/22/2015 9:00 AM PST
End Date: 10/23/2015 5:00 PM PST
Cost: $900 USD
Description: MRI Web Developer focuses on the principles and use of the three core design web tools consisting of Web Design, Report Design, and Database Design. Further, the class reviews the development principles that MRI uses when building solutions including design considerations, object management, testing, and on-going maintenance. This is a practical hands-on course that includes homework assignments. Over the course of this two-day class students will use the concepts and lessons provided and build a web-based stand-alone solution.
Register for MRI Web Developer Here

 

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