Become a super user of CASH Suite!

We are offering two workshops over the course of 3 days to make it happen!  You can choose to attend one or both workshops.
  • The CASH Insight & CRE Workshop is a two-day, hands-on training event that encourages attendees to become more familiar with the CASH Insight and CRE modules.
  • The CASH OnTrack Workshop is a one-day, hands-on training event that encourages attendees to become more familiar with the CASH OnTrack module.
In these sessions, examples are used to enhance learning and acquire new skills. Attendees will have an opportunity to work one-on-one with a trainer with ample time to address questions throughout the day.
Who Should Attend: The workshops are intended for current CASH users that desire a refresher and for new users.
CASH Insight and CRE Workshop: $1,195/attendee
CASH OnTrack Workshop: $795/attendee
Fees include: seminar materials, use of a workstation, and lunch/beverages. All travel related expenses, such as parking fees, are the responsibility of the attendee

CASH Insight and CRE Topics include:
  • Dashboard and Data Grids – Navigation, Customization and Help
  • Business Financial Statements –
    Chart of Accounts, Creating Schedules, Menus, Toolbars and Shortcuts
  • Business Financial Statement and Tax Returns – Relabeling and Reclassifying, Tax Instructions, Custom Analysis and Covenants
  • Personal Financial Statements and Tax Returns – Utilizing Schedules and Ratio Analysis
  • CRE Overview – Adding New Files, Property Demographics and Reports
  • Global Analysis – Relationships, Adjustments and Reports
  • Analysis – Projections, Stress Testing and Comparisons
  • Reporting

CASH OnTrack Topics include:

  • OnTrack Administration
    • Creating Tickler Letter Format
    • Creating Tickler Letter Text
    • Creating Tickler Types
    • Creating Reporting Categories
  • OnTrackEndUser
    • Using the Ticklers using the Wizard
    • Creating and Adding an Individual Tickler
    •  Accessing and Maintaining Ticklers
    • Creating Tickler Letters
    • Viewing Covenants
    • Reporting

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