TUESDAY, OCTOBER 6 WEDNESDAY, OCTOBER 7

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1 TUESDAY, OCTOBER 6 Golf Oting 12:30 p.m. (shotgn start) Registration 2 6 p.m. WEDNESDAY, OCTOBER 7 Registration Desk 7 10 a.m. Continental Breakfast 7:30 8:30 a.m. General Session 8:30 9:30 a.m. Spotlight Sessions 9:45 10:45 a.m. Hospitality Desk 10 a.m. 6 p.m. Compter Lab 9:30 a.m. 6 p.m. Internet Café 9:30 a.m. 6 p.m. Morning Sessions 11 a.m. noon Lnch noon 1:15 p.m. Afternoon Sessions 1:15 5 p.m. Networking Reception 5:30 p.m. 9 p.m. THURSDAY, OCTOBER 8 Hospitality Desk 7 a.m. 5 p.m. Compter Lab 7:30 a.m. 5:30 p.m. Internet Café 7:30 a.m. 5:30 p.m. Breakfast 7:30 8:30 a.m. Morning Sessions 8:30 a.m. noon Lnch noon 1:15 p.m. Afternoon Sessions 1:15 5 p.m. Cocktail Reception 6 7 p.m. Gala Dinner and Entertainment 7 11 p.m. COURSE FORMAT With 60 minte-long sessions, yo can register for p to 14 sessions throghot the conference to get the most vale for yor time and money. We have classroom sessions, rondtables, and panel discssions to give yo the information yo need to keep yor bsiness social, mobile, and smart. INTRODUCING THE YASC APP! We ve created a new app designed jst for YASC. Use it to download corse materials, complete yor session evalations, and view or change yor class selections yo can even monitor YASC social feeds dring the conference! Once corse materials are available, registered attendees will receive a niqe login to manage conference resorces on the go from any Apple or Android mobile device. NETWORKING OPPORTUNITIES Make valable connections with yor indstry peers from arond the world as well as with Yardi staff and consltants dring the kickoff cocktail reception, dinner gala, or one of the fll breakfasts, gormet lnches, and snack breaks. HANDS-ON EXPERIENCE Reinforce newly acqired skills with hands-on experience in or on-site lab, which offers assistance with all prodcts, SQL scripting and reporting, and the opportnity to engage in one-on-one discssions with Yardi s expert accont managers and technical staff. For lab hors, refer to the conference schedle. PERSONALIZED EXPERT ADVICE The Networking Longe is yor opportnity for one-on-one discssions with Yardi s prodct experts. Considering making the switch to Voyager 7S? Let yor sales rep walk yo throgh the steps yo ll take to move to or most advanced property management platform. Already have Voyager 7S? Yo ll probably be interested in the varios add-on modles that expand the Voyager featre set to cover yor bsiness from the back office to the field. FRIDAY, OCTOBER 9 Hospitality Desk 7:30 a.m. noon Compter Lab 7:30 a.m. noon Internet Café 7:30 a.m. noon SOCIAL MEDIA SOLUTIONS The Social Media Longe is the go-to place for help analyzing yor company s social media strategy. Talk to one of or social media grs abot optimizing yor online presence, reptation management, and so mch more. The Longe is available throghot most of the conference, so drop by and say hi! Breakfast 7:30 8:30 a.m. Morning Sessions 8:30 a.m. noon 1

2 Acconting/Financial AC050 AC101* AC131 AC133* AC160 AC165 Financial Reporting Overview This corse is an overview of financial reporting options available in Voyager. After a brief presentation of each tool, we will open the corse to a qestion and answer session geared towards helping sers streamline financial reporting. Financial Reporting Overview This corse is an overview of financial featres options available in Voyager. After a brief presentation of each tool, we will open the corse to a qestion and answer session geared towards helping sers streamline financial operations. Voyager Bank Reconciliation Learn how Voyager 6.0 helps make the bank reconciliation process easier. This corse will cover bank accont setp, bank reconciliation featres, processes, reports, and trobleshooting. Trobleshooting Bank Reconciliation Learn the trobleshooting basics of the Bank Reconciliation featre in Voyager. We'll review the Bank Reconciliation Exception report and discss the correct procedre regarding when and how to create adjstments. We'll also discss when Check Book Maintenance and the Unpost Bank Reconciliation fnctions are appropriate to se, and examine the importance of the Merge Deposit fnction in the Bank Reconciliation process. Financial Analytics Voyager contains powerfl reporting tools to view financial data in a variety of ways. In this corse, we will review how to obtain overview and detailed reports; break down financials by GL segments, property attribtes, accont trees, and GL books; and export reports to PDF and Excel with the click of a btton. We will also cover enhanced reports with data marts and bilt-in real-time qery optimization, and how to drop reports on an exective dashboard for a top-down view of yor portfolio. (2 part session) Segmented Acconting in Voyager 7S Have yo been looking for a way to create financial reports that reflect more detail withot adding GL acconts to yor Chart of Acconts? If so, GL segments may jst be for yo and yor company! Yo can se GL segments to record and store GL data in categories, which allows yo to create financial reports with more detail than ever before. This corse will be taght in Voyager 7S and will cover setp, new featres, secrity, and reporting. AC206 AC207 AC210 AC215* AC230 AC231 New AP Fnctions in Voyager 7S Crios abot what s new in the world of Acconts Payable in Voyager 7S? Then this class is for yo! We will discss fnctions sch as AP Templates, Commit/Process Payments, and AP Configration. Prereqisite: Introdction to Voyager 7S and/ or a basic nderstanding of Voyager 7S. It is not reqired, bt is sggested, to take this class paired with AC207 - New AR Fnctions in Voyager 7S. New AR Fnctions in Voyager 7S Crios abot what's new in the world of Acconts Receivable in Voyager 7S? We will discss fnctions sch as a qicker way to enter Charges and Receipts and the new ledger cleanp fnctionality. Prereqisite: Introdction to Voyager 7S and/ or a basic nderstanding of Voyager 7S. It is not reqired, bt is sggested, to take this class paired with AC206 - New AP Fnctions in Voyager 7S. Introdction to Accont Trees Accont trees are powerfl financial reporting tools that enable yo to determine the format and description of yor GL acconts at rn time. Discover how this featre can save yo time by streamlining and cstomizing yor report writing processes. Mltifamily Management Fees with Cross Entity Trans Explore Voyager's Management Fee fnctionality and the enhancements it offers over the Pay Commission fnctionality. Learn how to let Voyager track and calclate yor management fees, create payables on a recrring basis, and new fnctionality to book AR on yor corporate books for the pending income! Month-End Processing for Residential Attend this corse to master the tools yo need to properly complete an Acconting Month-End (AME) closre. Yo will learn the steps necessary to ensre accrate financial position reporting, look over sample AME checklists, and have an opportnity to reevalate yor own month-end procedres. Residential GPR Explained This corse explains the setp and intricacies of the Gross Potential Rent (GPR) report and Post GPR Jornal Entry fnction, and reviews corresponding effects on the general ledger. Learn how to trobleshoot GPR tie ot isses and gain knowledge that will ensre accrate reporting of yor financial position. Icon Legend 2 Basic Intermediate Knowledge of the program or sbject matter covered in the corse is recommended before attending these sessions. Advanced In-depth knowledge of the program or sbject matter covered in the corse is recommended before attending these sessions. Targeted for Users Targeted for Exectives Demonstration * New Corse Updated Corse

3 Acconting/Financial AC235 AC237* AC241 AC245 AC250 AC260 AC310 AC320 AC340 Prepay Setp & Trobleshooting Proper setp of the Voyager prepay fnctionality is critical to the most efficient and effective se of yor receivables system. Join this corse to learn the recommended setp and how to trobleshoot resident/tenant prepay isses. Month End Tie Ots: AR, Secrity Deposits, & AP Month end is a hectic time for acconting. In this class, learn some sefl tips and trobleshooting tools to help complete month-end tasks. Voyager 7S Intercompany Learn abot the advanced Intercompany featres introdced in Voyager 7S. We now offer cash verss accral basis reporting, as well as the option for HUB verss Flex fnding selections. Voyager 1099s This corse will review how to generate 1099s and the appropriate flags to set to create the records for 1099 reporting. The instrctor will review general setp for Voyager 1099 fnctionality. Correcting Resident & Tenant Ledgers Accrate resident and tenant ledgers are essential for sccessfl property management. Attend this corse to ensre the accracy of yor books and tie-ot process. We will show how to identify and correct errors in resident and tenant ledger balances and spot inconsistencies between ledger and receivable reports. This corse does not cover content relevant to HAP or other specialized ledgers. Mortgage Acconts Payable The Mortgage Acconts Payable fnctionality in Voyager enables property managers to organize, manage, and report on mortgages held by third parties. This corse will demonstrate methods of defining a mortgage and the system's ability to amortize a payment, schedle it, and post it throgh to the general ledger. We will address the spport of mltiple escrow line-item payments, optional extra payments to principal, and balloon payments. Topics will also inclde assigning payables to GL segments, key reports, and the mortgage projection calclator. Financial Best Practices in Voyager The by design acconting featres bilt into yor Voyager software optimize ser efficiency and accracy with financial reports. Join this corse to learn abot this and other topics sch as general ledger accont setp, monthend procedres, charge code definitions, transaction processing, and more. Learn how to apply acconting best practices to yor Voyager system. (2 part session) GL Allocations Learn how to se the general ledger tool in Voyager 6.0 to increase yor efficiency when allocating income and expenses from sorce properties/entities to mltiple target properties/entities. Discover how Voyager atomatically calclates and splits allocations, and creates jornal entries based on the percentages that the ser specifies. Advanced Accont Trees This corse will enhance the skills acqired in the Basic Accont Tree corse. In this spplemental class attendees will learn how to set p more complicated accont trees to create more detailed financial statements. The instrctor EE120 EE260 EE370 EP050 EP120* EP130* EP150 will also demonstrate how to alter the appearance and the totaling of financial statements to accommodate yor organization's niqe reporting reqirements. CHECKscan This corse covers the basic featres of Yardi CHECKscan, inclding bank relationship setp, check scanning, and tenant association. It will also cover the basics of daily rotines, inclding checking the Collect Dashboard for any NSF and retrned items, as well as the Collect Processor report for the daily transmission of fnds. Online Payment Processing This corse will focs on both recrring and one-time payments made throgh RENTCafé. We will cover how to set p ACH and credit cards, demonstrate the process of making payments online, pls show how they are reflected on the ledger in Voyager and the resident services accont. We will also look at how to sign p for recrring payments and how these are handled in Voyager dring monthly processing. We'll finish p by reviewing daily procedres and reporting. This corse complements and is an excellent follow p to RENTCafé Resident Services: Core Fnctions (EW260). Payment Processing Best Practices This corse will cover Yardi CHECKscan, ACH, tenant based fees, credit card best practices, and review featres bilt into Yardi software to help optimize ser efficiency and accracy. Join s to learn abot best practices for bank reconciliation, administrative fnctions, fnds reporting, as well as other topics related to processing payments. Yardi PAYscan Demo This corse provides an overview of Yardi s Procre to Pay soltion with emphasis on invoice processing, service contracts, and payments (check and EFT). PAYscan delivers consistent policies, eliminates paper invoices, and facilitates electronic invoicing. Come see the fll transaction lifecycle, from PO to scanned invoice to payable to check/eft. If yo re looking for ways to improve yor AP process, this class is for yo! Making the Most of PAYscan Fll Service Fnctionality This corse will introdce the Fll Service fnctionality for PAYscan. Learn the benefits of Fll Service over manally scanning and entering invoice data into PAYscan. We'll provide an overview of Fll Service and discss system setp, vendor letters, emergency s, and more. Stop Writing Checks: Using ACH Payments Eliminate writing checks to yor vendors sing the Process Payment EFT Fnction in Voyager. Think of the savings, inclding postage, envelopes, and check stock! Vendors will receive an with detailed payment information each time an electronic payment is processed. Yardi PAYscan Basics Yardi PAYscan delivers consistent policies, eliminates the physical movement of paper, and facilitates electronic invoicing. Come see the fll transaction lifecycle - from prchase order to invoice to payable to check/eft. Learn abot dashboards and how to track, monitor, and approve yor invoices and prchase orders. 3

4 Acconting/Financial EP175 EP180 EP310 EP320 ES040 ES070 Prchase Orders Attend this corse to learn abot Yardi basic and advanced prchase order fnctionality. This class will be taght in Voyager 7S and is appropriate for clients sing Voyager 6 and PAYscan. In this corse yo will learn the economic benefits of prchase orders and how to streamline prchase orders into a more standard and efficient process. This class will cover all aspects of sing prchase orders in the Voyager system. (2 part session) Service Contracts & AP Templates This corse offers an overview of Voyager service contracts and AP templates. Yo'll learn how to manage recrring contracts with vendors at an agreed price and schedle sing service contracts, and how to set p templates for creating payables on the fly with AP templates - an improved version of recrring payables. This class will be taght in Voyager 7S and is appropriate for clients sing Voyager 7S, clients migrating to Voyager 7S, and PAYscan clients. Yardi PAYscan Master Class Want to become a Yardi PAYscan power administrator? We will teach yo methods to nlock the power of Yardi PAYscan and increase yor AP department s efficiency. Learn how to effectively trobleshoot any challenge that yor staff will enconter. Explore the latest options in AP Configration that can maximize Yardi PAYscan s effectiveness. Learn techniqes to make qery analyzer a valable tool for yo. This class is designed for more technical attendees interested in learning table strctre and valable PAYscan fnctionality. Yardi PAYscan Tips & Tricks If yo are a PAYscan administrator, attend this session to learn tips and tricks to increase yor AP department's efficiency. We will cover short cts to move items throgh the approval workflows more qickly, accomplish tasks with fewer mose clicks, and set p the configrations that will help the program better anticipate yor ser's choices. Yardi Marketplace Overview This corse provides an overview of Yardi s Procre to Pay (P2P) soltion and addresses prchase order, electronic catalog, invoice processing, payment (check and EFT), service contract, and reporting featres. P2P flly atomates the entire AP process, from prchasing to invoice processing to payable creation, with flly cstomizable, role-based approval workflows. If yo are interested in improving the efficiency of yor AP process, this class is for yo! Voyager VENDORCafé This corse provides an overview of Yardi's newest soltion focsed on helping or clients manage their important relationships with vendors. VENDORCafé is an add-on to Yardi's Procre to Pay soltion and provides a portal capability that allows vendors to sbmit W-9s, COIs and other docments reqired for vendor operations as well as to sbmit invoices. The vendor on-boarding process is spported by atomatic loading of vendor information to Voyager, and alerts are released to vendors when docment expirations are nearing. From an invoice processing perspective, the portal will allow the vendor to sbmit invoices to the client for payment, view invoice approval stats, and gain insight to payment information. Affordable AF060* AF100 RentCafé Affordable Rondtable RENTCafé Affordable (formerly HOUSINGCafé) provides extended resident and prospect portal featres to Affordable properties. Join a discssion with yor peers to learn how this prodct helps improve the prospect and resident experience while redcing the cost of compliance. [50059, Tax Credit]. Spotlight on Affordable Join s to learn more abot the enhancements and changes implemented over the last year within Voyager Affordable and the Yardi organization. This session will be a great fondation for the affordable corses schedled this week. We will highlight important featres to be aware of within the 50059, Tax Credit, Rral Development, and HOME programs as well as ancillary prodcts that cold help streamline yor organization's processes. [All Sbsidy Types] AF150-1 Affordable Waiting List: Setp Attend this corse to learn how to set p and se the Affordable waiting list. Corse topics inclde basic setp and sage, preference setting, waiting list reporting, application selection, as well as applicant record logs and pdates. We will also demonstrate sefl tools to help import a waiting list into Voyager. [All Sbsidy Types] (Part one of a two part class) AF150-2 Affordable Waiting List: Workflow Learn how to get the most ot of yor waiting list. This class covers the day-to-day se of the waiting list, waiting list reports, and handling mltiple waiting list reqirements for a single property. We will also discss trobleshooting common isses [All Sbsidy Types] (Part two of a two part class) AF218 Affordable Letters & Forms with FillDocs: Part 1 Use Word to create, cstomize and fill letters, notices, leases and other compliance related correspondence. In this introdctory class yo will learn the basics of creating a Word template file for verification letters and notices, the se of tokens to pll data from Voyager, and how to find lists of pre-defined tokens. [All Sbsidy Types] (Part one of a two part class) AF226-1 Changes to Post Rent & HAP, & Vocher Isses: Part 1 HUD s TRACS version 202D is now reqired. Learn how the new 202D specifications impact the way Post Rent and HAP works, and common isses with the vocher process in Voyager. Join or spport team as we discss the new challenges facing clients nder TRACS 202D. [50059] (Part one of a two part class) AF226-2* Changes to Post Rent & HAP, & Vocher Isses: Part 2 This class is a contination of AF226-1, "Changes to Post Rent & HAP, & Vocher Isses: Part: 1". [50059] (Part two of a two part class) AF227-1 Repayment Agreements: Setp Repayment agreements are a growing part of managing Section 8 properties since the mandate of Enterprise Income Verification (EIV). This corse discsses the crrent state of repayment agreements and demonstrates how repayment agreements are made mch easier with the Repayment Agreement featre in the Affordable program. This featre allows sers to track repayment agreements and associated expenses, and atomates monitoring and forwarding collections to HUD. In the first part of this three-part session we will review setting p repayment agreements. [50059] (Part one of a three part class) 4

5 Affordable AF227-2 Repayment Agreements: Workflow Part 1 This corse is a contination of AF227-1, "Repayment Agreements: Setp." This session will discss the proper way to se repayment agreements and provide examples of real world sitations. [50059] (Part two of a three part class) AF227-3 Repayment Agreements: Workflow Part 2 AF236 This corse is the final installment following AF227-1 and AF227-2, "Repayment Agreements: Setp" and "Repayment Agreements: Workflow Part 1". This session will discss trobleshooting common mistakes and addressing incorrect postings. [50059] (Part three of a three part class) Unit Transfers & Gross Rent Changes Unit Transfers and Gross Rent Changes are not always straightforward and correcting mistakes can be challenging. This session will discss best practices for both processes. We will cover proper sage of the fnctions, recommended configration, and tips to avoid mistakes. We will also explore the proper way to correct mistakes when they do occr. [All Sbsidy Types] AF260-1 Affordable Tenant Ledger Clean Up: Part 1 Accrate resident ledgers are essential for sccessfl property management. Attend this corse to ensre the accracy of yor books and the tie-ot process. Corse attendees will learn how to identify and correct errors in resident ledgers and inconsistencies between ledger and receivable reports. This corse focses on handling sbsidy charges and payments. This is a three part class and attendees shold plan on attending all three for a complete nderstanding. [All SbsidyTypes] (Part one of a three part class) AF260-2 Affordable Tenant Ledger Clean Up: Part 2 This corse is a contination of AF260-1, "Affordable Tenant Ledger Clean Up: Part 1". Attendees shold plan on attending all three for a complete nderstanding. [All SbsidyTypes] (Part two of a three part class) AF260-3* Affordable Tenant Ledger Clean Up: Part 3 This corse is a contination of AF260-1 and AF260-2, "Affordable Tenant Ledger Clean Up: Part 1" and "Part 2". Attendees shold plan on attending all three for a complete nderstanding. [All SbsidyTypes] (Part three of a three part class) AF270-1 Tax Credit Best Practices: Part 1 This corse teaches yo the best practices and setp of tax credit properties within Voyager Affordable. Learn abot recertification waiver implementation, rent restrictions that differ from income restrictions, the new Tax Credit Rent Change fnction for tility allowances, and discss necessary monthly and annal tasks that ensre contined compliance. [Tax Credit] (Part one of a two part class) AF270-2 Tax Credit Best Practices: Part 2 This is a contination corse of Tax Credit workflow best practices and property setp within Voyager Affordable. This class will frther discss maintaining compliance throgh the se of the Compliance Monitor, NAUR Toolbox, and available tax credit-specific reports inclding State PSR reports and other online state reporting. [Tax Credit] (Part two of a two part class) AF285 AF290 Affordable Tips & Tricks We all have or own tips and tricks for sing Voyager Affordable in different ways. This corse will explore some of the little things we have learned over the years to help speed yo throgh yor day. Items will range from best practices to lesser-known featres and small tips to promote overall efficiency. Don t forget to bring yor own tips to share with others. [All Sbsidy Types] Affordable Ad Hoc Reporting One of the lesser known and sed featres of Voyager Affordable is its ad-hoc reporting capabilities. This corse will introdce Affordable Ad-Hoc Reporting and explore varios ways to craft reports for those nsal sitations that lie otside the capabilities of standard reports. [All Sbsidy Types] AF318 Affordable letters & Forms with FillDocs: Part 2 AF330* AF335 AF345 AF355* Use Word to create, cstomize, and fill letters, notices, leases, and other compliance related correspondence. In this advanced class yo will learn how to set p yor Tax Credit Lease, combine many separate docments into a single report package, as well as additional advanced featres available sing FillDocs. [All Sbsidy Types] (Part two of a two part class) Prereqisite: AF218 (Affordable Letters & Form with FillDocs: Part 1) Developing Affordable Processes & Workflows Have yo seen the Voyager Affordable monthly procedres qick men? Wold yo like to create yor own with bilt in step by step instrction, links to training videos, and docments? This class will provide instrction on creating cstom qick mens for Voyager sers and facilitate an open discssion to share ideas and tips for optimizing yor organization s workflows and procedres. Also, learn how to stay informed of new Affordable featres, reports, and permission changes. [All Sbsidy Types] Affordable GPR & the GPR Jornal Entry If tracking Gross Potential Rent (GPR) at yor Affordable properties is important to yo, this corse is a mst. Corse attendees will benefit from an explanation of the Affordable GPR specifications by program type, differences between GPR and acconts receivable reports, precise reconciliation processes, and common trobleshooting techniqes. We will also discss the GPR Jornal Entry featre, it's setp and se.[all Sbsidy Types] Affordable GPR Trobleshooting The Affordable GPR report is a powerfl tool for determining property performance. De to the nmber of factors affecting GPR, identifying and correcting errors can be challenging. In this session we will explore common isses affecting GPR and how we can se the GPR report to identify them. We will also cover best practices for correcting the isses we have identified. [All Sbsidy Types] Affordable Waiting List: Import Now that yo ve learned how to setp the Affordable Waiting List for yor properties and nderstand the fnctionality and workflows, in this class yo ll learn how to import a waiting list from a simple, easy-to-se spreadsheet the Affordable team has developed. Instrction will also be given on how to convert a PHA waiting list to the Affordable waiting list. [All Sbsidy Types] 5

6 Commercial CM Commercial New Development Preview & Recap This corse is a review of the most important changes to Voyager Commercial in the past 6-12 months and a preview of pcoming changes in the next year. We will provide a synopsis of the pdates discssed at the Commercial Focs Grop. CM040* LOBOS Intelligent HVAC Demo Join s for a demonstration of how redcing energy consmption and implementing atomated demand response can improve both tenant comfort and yor bottom line. Or energy efficiency experts will be demonstrating the LOBOS software platform inclding Energy Efficiency (EE), Atomated Demand Response (DR), and Falt Detection & Diagnostics (FDD) software modles. Yo will also learn abot which types of bildings make good LOBOS energy efficiency candidates, typical LOBOS energy savings reslts, the LOBOS pricing strctre, and how tility company incentives can cover the initial installation costs. With nearly 300 sccessfl LOBOS installations, we have many case stdies and examples to share. CM045* Energy Soltions for Commercial Properties Discover how Yardi Energy Soltions for commercial properties can eliminate the work of managing tility bills and place all of yor tility consmption and cost data at yor fingertips. Learn how to answer qestions like: Which properties are spending the most per sqare foot? Which are the most efficient? How can I easily file with ENERGY STAR? Are my tility bills accrate and how can I easily redce them? CM050 Spotlight on Commercial & Investment Management Join this corse to learn abot the Yardi Commercial Site, designed to help redce bsiness cycle times and drive workforce efficiency. This corse provides a brief introdction to Yardi Advanced Bdgeting & Forecasting, Commercial LeasingPad, Orion Bsiness Intelligence, COMMERCIALCafé and Procre to Pay. We will also discss the prodct roadmap for Investment Management, which incldes InvestorPls and Investor Portal. CM110 Basic Lease Administration & Setp Explore the commercial lease management fnctionality in Voyager and discover how easy it is to set p properties, bildings, floors, and nits, as well as cstomers, leases, amendments, and other options. We will review the system's niqe commercial view and leasing workflow, and attendees will walk away familiar with the setp fndamentals necessary to flly tilize system featres. CM135* Commercial Month-End Processes CM140 This corse will provide a review of month end-processes recommended for Commercial modle sers, inclding financial reporting and tie-ot, applying credits, commercial billing, management fees, closing the period, and more. COMMERCIALCafé COMMERCIALCafé is yor company s online marketing presence for tenants and prospects. Provide greater visibility of available leases and promote properties for sale, while integrating corporate brand identity and messaging. Additionally, provide tenants with best-in-class services throgh access to online payments, tenant statements, maintenance reqests, and other service offerings. Listings available on COMMERCIALCafé inclde all real estate property categories sch as commercial office space for lease and for sale, hotels and motels, retail space, and land for sale. CM150 Basic Recoveries Join this corse to learn how the Voyager 6.0 recovery toolset helps sers accrately process CAM recoveries. The instrctor will review recovery reconciliations and tenant charge schedle adjstments sing or intitive toolset and straightforward reconciliation fnction. Prereqisite: CM110 (Basic Lease Administration & Setp) CM165* Leasing Life Cycle & Commercial Workflows CM171 CM201 This corse provides an overview of the leasing life cycle and commercial workflows from start to finish. Take yor commercial deal or prospect throgh an activated amendment and p to move-ot acconting. Commercial LeasingPad: Mobilize Yor CRM Yardi Commercial LeasingPad centralizes valable cstomer and contact information in a single, global database. This corse will review how to leverage the strengths of a browser-based platform designed for the tablet, and will provide real-time access to all activities related to all of yor cstomer and leasing pipeline data. We will demonstrate how Commercial LeasingPad atomates the leasing process from lead generation to lease exection by captring the relevant data throgh each step of the process. Introdction to Voyager 7S Discover Yardi Voyager 7S, the company's first cross-browser release. Learn how the new navigation featres and ability to work on mltiple platforms - from PCs to ipads - enhance the ser experience. Discover the next generation of Yardi Voyager. (PH201 and RM201 will cover the same material) CM205* Commercial Best Practices CM230 CM231 CM240 Get the most ot of yor Voyager Commercial experience by tilizing best practices recommended by or Professional Services Grop. Discssions on Commercial Analytics, tasks and notification atomation, report packets, cstom tables, ad hoc reports, and more. Advanced Lease Administration Learn how to manage long-term leases in yor database with lease administration in Voyager 6.0. This corse will cover advanced administration tools for modifying, expanding, contracting, renewing, and re-measring. Prereqisite: CM110 (Basic Lease Administration & Setp) Retail Calclations & Reporting Learn how to manage long-term retail leases in yor database with lease administration in Voyager 6.0. This corse will teach yo how to set p the retail system, track tenant retail sales, and charge overage (percentage) rents. Prereqisite: CM110 (Basic Lease Administration & Setp) Orion Bsiness Intelligence for Commercial Discover how Orion Bsiness Intelligence provides a browserbased bsiness intelligence platform to report on yor entire portfolio. This corse will introdce the Orion BI platform bilt from yor Voyager database, and review tools sch as SQL Server Reporting Services and SQL Server Analysis Services. Topics covered inclde: interactive and configrable dashboards that show key performance indicators, history, trending, and the se of Excel to create yor own cstom Bsiness Intelligence reports. 6

7 elearning CM250 CM260 CM270 Straight Line Rents Learn how to implement FASB 13 and atomate straight-lining of rents in Voyager s Commercial modle. This corse will cover featres associated with basic configration, calclation of amortization schedle, jornal entries, and reporting. Topics inclde best practices for scenarios sch as setting p a lease that has been straight-lined in another system, early renewals, early terminations, retroactive amendments, and optional parameters for cstom reqirements. Reporting & Other Featres Attend this corse to learn how to se the commercial analytic reports, inclding the dynamic tenancy schedle. The instrctor will cover other featres in Voyager Commercial, sch as costs/indcements. Prereqisite: CM110 (Basic Lease Administration & Setp) Commercial AdHoc & Utilities Learn how to tilize tools that simplify the life of a lease administrator or property manager by accomplishing daily tasks in blk. The instrctor will demonstrate how to create cstom ad hoc reports that allow yo to report on standard data, ser defined fields, and cstom tables. Prereqisite: CM110 (Basic Lease Administration & Setp) CM280* Commercial Upgrades Prepare for yor pgrade to tre Voyager Commercial fnctionality by pgrading to Voyager leases. This corse provides a project overview focsing on the steps needed to complete an pgrade with the assistance of the Yardi Implementation and Conversion/Upgrade teams. CM290* Commercial Implementation This corse is a high level overview of prospective Commercial implementations intended for client-side project managers. We will review a standard implementation plan, provide an overview of what to expect, and tips on how best to prepare for go-live and ongoing spport. CM340* Advanced COMMERCIALCafé CM350 The class will cover Tenant Portal configration and administration, inclding configration settings, cstomizing tenant portal mens, sing secrity grops to restrict available mens, work order field configration, concierge management, and registration management. Advanced Recoveries This corse covers the more advanced recovery scenarios, sch as fixed and variable percentage gross-ps, mltiple anchor dedctions, CAP increases, and property/tenantand transaction-level adjstments. This corse also covers the new Voyager 7S Advanced Recoveries fnctionality. Prereqisite: CM150 (Basic Recoveries) el040 el140* el145* el160* el210* el340* Yardi elearning Increase employee satisfaction and improve performance with a jst-in-time training environment that connects employees to one another throgh a variety of commnication tools, collaboration opportnities, and training event management fnctions - all in a mobile-friendly soltion that can be viewed from any web browser, anytime. Take advantage of Yardi's cstomizable self-paced corses or develop yor own to design a mlti-faceted edcation program that makes sense for yor organization. Join s for a tor of Yardi's elearning University. Corse Athoring Tools in Yardi elearning Maximize yor training ROI by flly tilizing the Yardi elearning soltion. Discover how easy it is to qickly develop corses on a variety of topics or modify corses from Yardi s catalog to meet yor training initiatives. We will focs on integrating adio, video, and stdent interactions, as well as managing corse settings like prereqisites, recertifications, and achievements. Administration Options in Yardi elearning Are yo realizing the fll vale of Yardi s elearning soltion? Discover new administrative tools and options that smoothly integrate into yor training program. Learn how to get others involved by creating dynamic roles that encorage collaboration and effective commnication. We ll also check ot the achievement, corse validation, and reporting tools that can help gide yor employees to sccess. Bring yor qestions and training scenarios, and be prepared to share ideas with others. Managing Instrctor-Led Events in Yardi elearning Manage and track all of yor live events, whether they are in-person or over the web. Utilize the waitlist fnctionality to fill yor training seats and captre knowledge retention by incorporating a bilt-in, end-of-event exam. We ll walk throgh a day in the life of event management sing Yardi elearning! Cstom Roles and Permissions in Yardi elearning Delegating administrative responsibilities in elearning has never been easier! Learn how to create cstom roles that provide access to administrative fnctions and reporting options as needed. Create roles for yor grop spervisors, crriclm designers, HR teams, event coordinator, senior management, and more. Advanced Corse Athoring Tools in Yardi elearning Are yo ready to take yor instrctional development to a new level? Join s as we go throgh some techniqes that Yardi corse developers reglarly se. We ll cover advanced page formatting sing tables, hyperlinks to hidden corse content pages, hover image reveals, invisible bttons, and ato-play adio. We might even psh or creativity a bit frther dring the corse! 7

8 Marketing EW160* RENTCafé Resident Services: CRM and Engagement Featres Learn how to commnicate and engage with residents sing Resident Services throgh Site Manager. We will discss blletin boards, annoncements, the Resident/Commnity page, concierge featres, & SMS management, and reptation management, all at the introdctory level. EW220* RENTCafé Search Engine Optimization What elements are reqired to create a strong and effective online presence and to psh yor marketing sites to the top of search reslts? Learn how to se Site Manager featres to improve yor opportnities for ranking on the first page of reslts. Pls, gain greater insight into yor adience by defining key performance indicators in Google Analytics. This corse will cover both on-page and off-page best practices for driving organic search traffic. We will wrap p with a Q&A session and a review of or search marketing offering. EW235* RENTCafé Social Media Strategy Learn how to bild a strong, working social media strategy that can be implemented at the company or property level. This corse will dive into how to bild an adience, tips for creating effective content to engage yor adience, and how to drive traffic and leads from yor social media efforts. EW236* RENTCafé Reptation Management EW130 EW260 EW170 Learn how to monitor and manage yor online reptation. This class will inclde tips on how to encorage prospect and resident reviews, how to address negative comments, the importance of transparency, and how to se Site Manager tools to proactively listen to and participate in conversations abot yor properties. RENTCafé Property Marketing This corse covers RENTCafé property marketing basics with special emphasis on easy-to-implement featres that will give yor property a strong online presence. We'll discss all yo need to know to set p yor property and go live with a solid marketing website. RENTCafé Resident Services: Core Fnctions Learn how to maximize resident retention throgh RENTCafé Resident Services. Corse attendees will receive an overview of payment settings inclding text to pay, maintenance reqests, lease renewal, and SMS management, event calendar, and mch more. RENTCafé Online Leasing Maximize the potential of RENTCafé online leasing. This corse will cover the featres available to cstomize and optimize yor online presence for prospective applicants. Corse attendees will learn abot online leasing basics pls cstomized applicant workflows, lease generation, end-to-end online leasing, and mch more. EW280* RENTCafé Newest Marketing Soltions Learn abot the latest marketing tools and featres available in RENTCafé Site Manager. This corse will cover recent enhancements and new additions to increase yor marketing reach. Gain valable insight into administrative and property level fnctions that can increase efficiencies and improve conversions in yor marketing processes, all throgh Site Manager. EW295 EW320 EW330 RENTCafé Development Update This corse offers clients a chance to meet with some of the RENTCafé prodct development team members and learn abot the prodct development and design process. This corse will inclde a glimpse of the prodct road map and possibly a sneak peak at an item or two still in development. The format will be open and allow for interaction and Q&A time. In addition, this corse will give a good overview of how items are vetted for inclsion into the road map, how or QA and atomation process works, and a brief overview of or UI/UX process. This corse is not intended to be technical in natre, bt technical qestions are welcome. RENTCafé Advanced Property Marketing & Site Cstomization This corse covers a wide range of advanced featres that are not covered in or standard RENTCafé Property Marketing corse (EW250). These featres are directed at improving the prospect experience, integrating social media, and cstomizing yor marketing sites. This corse is intended for savvy marketers who want to dig into advanced options for managing their online presence. Advanced Online Leasing The RENTCafé Online Leasing Advanced fnctionality offers a wide range of featres above and beyond those covered in or standard RENTCafé Online Leasing class (EW270). This corse is intended for individals familiar with RENTCafé Site Manager and Online Leasing who want to learn how to take fll advantage of the online leasing potential of RENTCafé. The material will inclde an overview of online leasing-related settings and best practices, inclding featres sch as applicant invites and groping, and cstomizing yor workflow and appearance. KT401 LeasingPad CRM, the Next Generation of PopCard Join this session to learn abot the next generation of PopCard: the more versatile and comprehensive LeasingPad CRM. We will discss this recent release, and gide yo to an nderstanding of what this powerfl new tool can bring to yor company. KT420* LeasingPad CRM LeasingPad CRM represents Yardi's next generation of CRM for residential property management. LeasingPad CRM extends traditional prospect and lead management CRM fnctions to applicants and residents, while bringing mobility and convenience to yor onsite staff. Attend this corse to learn how LeasingPad CRM combines leasing, reporting, prospect and tenant handling, resident referrals, and CRM fnctions into one easy-to-se mobile platform. LeasingPad CRM also incldes a self-service leasing kiosk for yor prospects and applicants, inclding fll online leasing. (RM130 will cover the same material) KT430 RENTCafé Connect (Call Center) Best Practices RENTCafé Connect (formerly Yardi Call Center) is an extension of yor office that captres calls beyond the limits of yor onsite team. With a telephone call or Web chat session, residents can enter maintenance and service reqests, process rent payments, and make balance inqiries. RENTCafé Connect interfaces directly with Voyager to create gest cards, applications, work orders, receipts, and general messages. Attend this corse to learn how RENTCafé Connect can maximize yor resident retention and make yor marketing dollars go frther than yo ever thoght possible! 8

9 Marketing KT610 Modles MA030 PopCard Best Practices Learn how to best tilize yor PopCard reporting and managerial tools to explore yor retrn on investments and ensre yo are getting the most from yor marketing efforts. This corse will help yo better nderstand PopCard reporting and fnctionality, and frther help to pinpoint vital areas of focs that will help yo to meet yor portfolio objectives. Yo will receive valable sggestions that will help to improve conversion ratios, employee prodctivity, response rate, and performance. InvestorPls Discover how InvestorPls improves the effectiveness of yor client-facing staff. This introdctory corse will cover how configrable, role-specific dashboards pt investor and investment data at a fnd manager's fingertips as well as how 360 access to contacts, activities, leads, proposals, and investment opportnities aid the deal makers. Learn how to commnicate with investors and track activity via Otlook integration, correspondence, and notes. MA070* Yardi Matrix MA150 MA160 MA200 This corse covers the se of Yardi Matrix, powered by data by Pierce Eislen, as a decision spport tool that facilitates mltifamily investment transactions by proactively identifying acqisition and new development candidates. Learn how or mapping technology enables yo to visalize both the geography and yor investment criteria. See how loan matrity information, detailed nit mix data, sales comps, rent comps, and NAA expense data can be sed to estimate valations and poplate an acqisition model, enabling yo to pick the needle in the haystack and avoid nprodctive time prsing incompatible deals. (This corse covers the same material as RM070) Introdction to Yardi Advanced Acconting This corse covers how to prodce consolidated financial statements above the property level. Yo will learn how to set p entities, bild ownership strctres, and create consolidation entries with eliminations. This corse also incldes minority interest and eqity pick p rles as well as how to se segments for intercompany eliminations within the roll p hierarchy. Investment Management Reporting and Utilities This corse goes into depth on how Investment Management analytics and reports gather investment acconting data and how to configre yor own cstom and specific IM report templates. The second half of this class covers the setp and se of investor contact mangement and YSR to generate investorfacing correspondence. Examples will inclde Distribtion Notices, Capital Call Letters, and Investor Smmary Statements. Introdction to Investment Management Atomate the complex acconting transactions of fnd management to dramatically redce the analysis reqired by traditional acconting. Investment Management allows yo to manage yor wholly-owned assets, joint ventres, and other investment types for both small and large portfolio investors. Topics inclde setting p complex investment strctres as well as tracking cash flows and capital activity between investor and investment. Modles MA215 MA310 Investment Management Standard Performance Or standard performance corse will show yo how to se calclator analytics to calclate and store performance retrns for yor properties and assets inclding portfolio retrns. We will focs on NCREIF as an indstry benchmark and how yo can se the YSI calclator rle sets to generate these retrns. Prereqisite: MA200 (Introdction to Investment Management) Advanced Investment Manangement This advanced corse dives deeper into the Investment Management prodct, covering topics sch as commitment recalclation, capital calls, income allocation, management fees, distribtion reinvestment, and how to set p tax withholding rles. Unfnded eqity, time adjsted IRR, and NAV based analytics will also be covered in this corse. Prereqisite: MA200 (Introdction to Investment Management) MA312* Advanced International Featres for Investment Management Learn how to configre the system and strctres to facilitate mlticrrency transactions, acconting, and consolidations throgh acconts and options, acconting books, legal entities, exchange rates, and translation and revalation rles. We'll also cover creating batch transactions to match specific exchange rate needs, constrcting jornal entry rollps to match desired reporting reslts, and calclating retrns in investor or investment crrency. Prereqisite: MA200 (Introdction to Investment Management) MA315 MB112 MB120 Investment Management Advanced Performance This corse will focs on calclating and storing investor/ investment retrns in or IMKPI tables sing capital transaction records from IM. We will cover retrns in investor or investment crrency and review how to calclate and store the varios attribtions (composites) reqired by yor firm or yor clients. The corse will review GIPS as well as how to create yor own investor/investment retrn calclations. Prereqisite: MA200 (Introdction to Investment Management) Bdgeting & Forecasting Learn how to accrately and efficiently poplate bdget worksheets with projected vales based on varios sorces, inclding historical GL or bdget data, ftre-schedled rent posting, recrring payables and jornal entries, and market leasing assmptions. Corse topics inclde reforecasts, variance analyses, and analytic reporting dring the bdget period. Note: this corse is specific to the Bdgeting & Forecasting modle, and does not apply to the newer Advanced Bdgeting & Forecasting prodct. Introdction to Advanced Bdgeting This class will inclde a high level overview of the Advanced Bdgeting & Forecasting modle. We will walk throgh common bdgeting processes as well as discss best practices for the modle. Topics will inclde an overview of how to maniplate yor commercial revene forecast, fnctions to help yo gain efficiencies in forecasting expenses, featres that will help yo pll mortgage and job information into yor bdget, and will close ot with some common reports. Note: this corse is specific to the Advanced Bdgeting & Forecasting prodct, and does not apply to the Bdgeting & Forecasting modle. 9

10 Modles MB150 MB210 MB230 New Featres in Advanced Bdgeting & Valations As yo move forward in yor Voyager releases, yo may not be familiar with all the new featres and fnctionality that have been added to the Advanced Bdgeting & Forecasting (ABF) modle. This class will introdce yo to these new featres to help yo increase yor prodctivity, help with reconciliations and variance analysis, and make yor bdgeting process smoother and more time efficient. Note: this corse is specific to the Advanced Bdgeting & Forecasting prodct, and does not apply to the Bdgeting & Forecasting modle. Introdction to Valations This corse will introdce yo to Valations a powerfl calclator sed by asset managers and REITS to help yo determine present vales and IRRs of individal assets sing a disconted cash flow model. We will also cover key reports for managing analyses, manal revene/expense entry, and how to apply market assmptions like simple cap rate entry and general vacancy. Note: this corse is specific to the Advanced Bdgeting & Forecasting prodct, and does not apply to the Bdgeting & Forecasting modle. Advanced Bdgeting & Valations: Commercial Featres This corse will be a detailed dive into the revene forecasting for commercial bdgets and valations. Topics inclde working with model properties and leases, refreshing model data with core nit and lease data, review and modification of leasing assmptions throgh the rent roll, setting p and modifying recovery information sing the qick recovery tool, and linking market leasing assmptions (MLAs) to properties or nits. We will also cover some of the commercial-specific reports available in the modle. Note: this corse is specific to the Advanced Bdgeting & Forecasting prodct, and does not apply to the Bdgeting & Forecasting modle. Prereqisites: MB210 (Introdction to Valations) and MB120 (Introdction to Advanced Bdgeting & Forecasting) MB240* Advanced Bdgeting & Valations: Reforecasting This corse will cover fnctionality that will help yo in the reforecasting process. We will review varios featres that allow yo to move data into yor bdget or analysis (for example, historical actals or bdgeted data from a prior qarter), as well as best-practice recommendations. Note: this corse is specific to the Advanced Bdgeting & Forecasting prodct, and does not apply to the Bdgeting & Forecasting modle. Prereqisites: MB210 (Introdction to Valations) and MB120 (Introdction to Advanced Bdgeting & Valations) MB270* Voyager 7S Models & Formlas for Advanced Bdgeting & Valations Learn to wield new front-end formlas in Voyager 7S that increase the ease and accracy of yor bdgeting process sing or modeling tool. The tool deploys formlas that follow yor bsiness rles to calclate and poplate acconts on yor bdget worksheets. Note: this corse is specific to the Advanced Bdgeting & Forecasting prodct, and does not apply to the Bdgeting & Forecasting modle.. Prereqisites: MB210 (Introdction to Valations) and MB120 (Introdction to Advanced Bdgeting & Forecasting) MB280* Advanced Bdgeting & Valations: Forecast Leasing Options This class will cover the latest forecasting fnctionality to help yo manage commercial revene assmptions for vacant nits and expiring tenant leases. Benefits from this new featre inclde: a more efficient interface, less dependence on market leasing assmptions (MLAs), fewer MLAs reqired, copy revene assmptions from a prior bdget, simple lease renewals, and easy access to modify nits. The class incldes a demo of fnctionality, administrative setp, and key reports for this featre. Note: this corse is specific to the Advanced Bdgeting & Forecasting prodct, and does not apply to the Bdgeting & Forecasting modle. Prereqisites: MB230 (Advanced Bdgeting & Valations: Commercial Featres) MB320 MC MC120 MC210 MC240 MC320 MG110 Advanced Valations This corse provides instrction on how to se more robst valation tools sch as: Variable Cap Rates, Cstom IRRs, Portfolio Roll-p, and exporting Yardi data throgh Forecasting Interfaces. We will also provide an overview of the Astralian Direct Cap and UK Valation Methodologies. Note: this corse is specific to the Advanced Bdgeting & Forecasting prodct, and does not apply to the Bdgeting & Forecasting modle. Prereqisites: MB210 (Introdction to Valations) Constrction: New Development Rondtable Dring this corse, the Yardi staff will showcase the latest featres in Voyager for Constrction/Job Cost. The session featres an open form for qestions on enhancements and other job costing topics. (2 part session) Constrction Setp This three-part corse will cover all of Voyager Job Cost from setp to job close. A tentative gideline for topics in each session is: part 1 - core setp, categories, jobs, and bdgets/revisions; part 2 - contracts/cos, retention, JEs, reclass, and JCAs; part 3 - stock reporting, releasing retention, basic forecasting, and job close. (3 part session) Constrction Draws & Receivables This two part corse will review constrction AR featres. We will cover setp of single and mltiple fnding sorces, creating and sbmitting draw sheets, tracking receivables, income, and retention. (2 part session) Constrction Reporting This corse will teach how to se the Job Cost Analytics effectively, and show the most poplar reports. We'll also have a discssion on cstom job cost analytics and correspondence for creating contracts and reqest for payment. Constrction Forecasting This advanced corse will cover the Forecasting featre within the Constrction modle. Topics inclde calclating cost to complete and projected final costs, as well as cash flow forecasting by job. Legal Modle Or legal modle facilitates efficient management of standard legal activities by providing an easy-to-se framework to stay on top of legal deadlines and other related events. Learn how to set p legal records of varios types, create legal notice events, track tenant legal history, and tilize reports. 10

11 Modles MI110 MI350 MM MM112 MM156 MM157 MM210 MM320 MM356 Overview of Yardi Inspection Yardi Inspection is a flexible tool for schedling and managing all types of inspections at commercial, mltifamily, pblic and affordable, government, military, stdent, single family, condo, and other properties. Clients can easily create cstom inspection templates to sit niqe bsiness needs, assign inspections based on ser-defined criteria, view detailed reports on inspection history, and more. This corse will cover the setp and se of this modle. Inspection: New Featres & Committee Join this committee of Yardi Inspection prodct specialists, developers, and sers to discss new featres and enhancements for ftre releases. Yo are welcome to bring a list of prodct fnctions or featres yo wish to see added. Maintenance Rondtable Join this rondtable of Yardi Maintenance prodct specialists, developers, and sers to discss new featres and enhancements for ftre releases. Yo are welcome to bring a list of prodct fnctions or featres yo wish to see added. Voyager Work Orders This corse covers how to se Voyager work orders to manage yor maintenance tasks, staff, and materials. Other topics inclde basic work order capabilities and workflow, managing tasks, tracking inventory and labor, preventive maintenance, and posting transactions to the general ledger. (2 part session) Basics of Inventory Control This corse covers the Yardi Inventory Control modle, which greatly enhances the inventory management capabilities of Voyager. We will cover the advantages of sing this tool and the process sed to set p, manage, and report on yor inventory. (2 part session) Basics of Fixed Assets This corse details the Yardi Fixed Assets modle. The instrctor will review proper modle setp and sage, inclding how to create fixed assets and how to calclate, post, and report on depreciation. Maintenance Setp This corse reviews setp of fnctions shown in the work order corse. Topics inclde maintenance acconts and options, lookp lists, optional parameters, makeready fnctions, core inventory, and cstomizations. Advanced Maintenance Fnctions Learn abot sing Advanced Maintenance, which integrates all of Yardi facilities prodcts and incldes planned preventative maintenance, Yardi Facilities Manager and Maintenace Manager Mobile. (2 part session) Inventory Control: New Featres & Committee Join this committee of Yardi Inventory Control prodct specialists and developers to discss new featres and enhancements for ftre releases. Yo are welcome to bring a list of prodct fnctions or featres yo wish to see added. MM357 MR110 Mltifamily EU050 EU120* RM010 RM020 RM040 Fixed Assets: New Featres & Committee Join this committee of Yardi Fixed Asset prodct specialists and developers to discss new featres and enhancements for ftre releases. Yo are welcome to bring a list of prodct fnctions or featres yo wish to see added. Yardi Concierge Join s to learn abot Yardi Concierge, a tablet-optimized modle that is becoming increasingly poplar. Learn how these featres can assist yo with gest relations, delivery notifications, gest athorizations, key athorizations, incident reporting, resident away notifications, and the reservation system. Yardi Energy Soltions Demo In this demonstration, yo will learn abot an exciting prodct that streamlines tility billing. Yardi Energy Soltions is an atomated tility management system that works with electronic invoice processing, providing an end-to-end soltion with no interfaces to third-party systems. Yardi Energy Soltions works with master or sbmetered systems to provide a cohesive tool for managing yor tility billing more efficiently. Yardi Energy Soltions: Best Practices In this session we will explore how decisions made dring the Yardi Energy Soltions implementation process will affect tility vendors, recovery, conservation, Voyager financials, and reporting. We will cover key steps and how yo can leverage the YES team's expertise to take advantage of this energy management soltion. Learn what yo need to know to make informed decisions and set yorself p for sccess with YES. By adapting and following the YES best practices yo will be able to experience smooth and streamlined tility billing and expense management services within yor own Voyager database. Spotlight on Mltifamily This corse will highlight the latest developments and roadmap of the Yardi Mltifamily Site of prodcts. Attend this corse to get a sneak peek at what is happening with Voyager Residential, the Yardi Marketing Site (which incldes RENTCafé and LeasingPad CRM), Resident Screening, Procre to Pay, and many more. This corse will provide insight into other corses yo may want to attend for more detailed information in each area. Yardi RENTmaximizer Learn abot Yardi's approach to rental pricing, enabling yo to realize the fll benefits of revene management systems. We will cover pricing methodology and term-based pricing, which allow freedom of choice while optimizing lease terms to smooth ot expirations. This trends-based approach to pricing also allows yo to recover costs and increase revene sing rles yo define. Yardi Resident Screening Introdction Attend this corse to learn the basics of Yardi Resident Screening. Learn abot the services we offer, or scoring model, and or approach to screening. We will also demonstrate or seamless integration to yor Voyager platform and what is involved with implementing the system. The corse also provides a comprehensive overview of the featres, cstomization, and analytics that are available. 11

12 Mltifamily RM070* Yardi Matrix This corse covers the se of Yardi Matrix, with data provided by RM101 RM116 RM117 RM130 RM201 RM160 Pierce Eislen, as a decision spport tool that facilitates mltifamily investment transactions by proactively identifying acqisition and new development candidates. Learn how or mapping technology enables yo to visalize both the geography and yor investment criteria. See how loan matrity information, detailed nit mix data, sales comps, rent comps, and NAA expense data can be sed to estimate valations and poplate an acqisition model, enabling yo to pick the needle in the haystack and avoid nprodctive time in prsing incompatible deals. (This corse covers the same material as MA070) The Resident Lifecycle: Prospect to Past This corse is designed for beginners who are interested in learning abot the lifecycle of a resident within the Voyager system. Corse attendees will receive a basic overview of the leasing workflow, prospect/resident statses, renewals, and final deposit acconting. Prospect Gest Card & Leasing Workflow Want to save time and increase prodctivity by streamlining yor leasing process? Examine the intricacies of Gest Card, Leasing Workflow, and Applicant Screening and how these components affect yor occpancy. Streamlining Rental Rates Learn how the tools provided in Voyager can help yo pdate nit rents easily and efficiently. This corse incldes instrction on amenity-based pricing, leasing specials, hot sheets, and market srveys. LeasingPad CRM LeasingPad CRM represents Yardi's next generation of CRM for residential property management. LeasingPad CRM extends traditional prospect and lead management CRM fnctions to applicants and residents, while bringing mobility and convenience to yor onsite staff. Attend this corse to learn how LeasingPad CRM combines leasing, reporting, prospect and tenant handling, resident referrals, and CRM fnctions into one easy-to-se mobile platform. LeasingPad CRM also incldes a self-service leasing kiosk for yor prospects and applicants, inclding fll online leasing. (KT420 will cover the same material). ResidentShield Renters Insrance Featring garanteed policy flfillment for every resident, ResidentShield renters insrance allows yo and yor staff to easily manage renters insrance enrollment and compliance. This corse provides an overview of ResidentShield renters insrance s two options, ResidentShield HO4 and ResidentShield Master Policy Program, and will cover topics sch as workflow, featres, cstomization, and analytics. Introdction to Voyager 7S Discover Yardi Voyager 7S, the company's first cross-browser release. Learn how the new navigation featres and ability to work on mltiple platforms - from PCs to ipads - enhance the ser experience. Discover the next generation of Yardi Voyager. (CM201 and PH201 will cover the same material.) RM210* Getting the Most ot of RENTmaximizer This session will cover best-practice settings for a wide range of areas inclding lease renewal pricing and the varios options yo have available to yo. In addition we will cover demand indicators to give yo an nderstanding of what may work best for yor organization. Lastly, yo will learn abot new and little-known RENTmaximizer featres. RM220 RM225 RM230 RM235 RM240 RM250 RM Residential Analytics Learn the nts and bolts of the Voyager operational reporting system by drilling into each section of the box score (availability, resident activity, and traffic) and nderstanding how they relate to yor onsite sccess. Spporting reports covered will inclde Conversion Ratios, Unit Availability, Resident Activity, and Traffic Detail. We will also discss the capability to store portfolio-level Residential KPIs to se for cstom reports. Lease Renewals Voyager incldes a nmber of fnctions that aid the timeconsming and important process of lease renewals. Topics in the corse inclde lease proposal batches, lease expirations from the dashboard, blk approvals, letters, processing renewals, schedled renewals, and simple renewals. Move Ins & Transfers Learn in detail the move-in process and how it affects occpancy and GL transactions. This corse incldes a review of all the system options that reflect how yor organization handles secrity deposits, inclding the global, property, and nit type options, as well as the effects on physical occpancy (history tables). The corse also covers trobleshooting of the move-in process and associated GL transactions. Move Ot Process Learn in detail the move-ot process from beginning to end. Learn abot notice, cancel notice, move-ot, adjst moveot date, cancel move-ot, deposit acconting, move-ot statement, and adjst deposit accont. This corse also reviews acconting effects, nit type defalt move-ot charges setps, and the effects on occpancy and history tables. Property Takeover & Conversion When yo're taking over a property, what tools shold yo se? This corse provides training on both the the new Yardi to Yardi (Y to Y) tool, for when the property is coming from another Yardi database, and standard ETL Tools, for when the property is coming from a different system. Whether yo are sing the Yardi tools or conversions services, there will also be data validation involved. We will cover the common reports that shold be sed for validating yor data. Orion Bsiness Intelligence for Residential Discover how Orion Bsiness Intelligence provides a browser-based bsiness intelligence platform to report on yor entire portfolio. This corse will introdce the Orion BI platform that is bilt from yor Voyager database. Topics covered inclde: the creation and se of interactive, configrable dashboards; dashboard content and KPI targets and thresholds; and basic prodct configration. Learn how yo can se Orion BI to see the trends and performance of yor entire bsiness with amazing ease and speed. Yardi Resident Screening Best Practices This corse is geared towards crrent Yardi Resident Screening sers looking to maximize their se of the platform. Learn abot indstry trends and recent prodct enhancements. The corse also provides a brief overview of workflow, featres, cstomization, and analytics. The session will conclde with a brief rondtable discssion abot indstry trends related to screening and what Yardi Resident Screening can do to help yor company manage risk.

13 Mltifamily PHA RM315 RM340 PHA PH010 Late Fees Learn the ins and ots of late fees. This session will inclde a comprehensive overview, covering setp options, configring to rn atomatically at night, and market-specific set ps. Residential Best Practices This corse reviews recommended system configrations that optimize the performance of yor Voyager system and new featres that improve Voyager-related bsiness operations. Spotlight on PHA Yardi s PHA software contains many sefl tools that can significantly increase yor staff s efficiency. This class will spotlight some of the recently released prodct enhancements. Attend this class to learn abot what s new as well as what s coming in the near ftre for the PHA prodct. PH040-1 Introdction to RENTCafé for PHA: Part 1 RENTCafé PHA (formerly HOUSINGCafé) is a PHA prodct for waiting list applicants, tenants and landlords. This 2-part class will introdce yo to the RENTCafé PHA prodct. In the first class, we will focs on the pblic-facing view of RENTCafé PHA, inclding a demonstration of the self-paced applicant and tenant certifications. We'll also review the landlord portal and show how all these activities are monitored and managed by the PHA. (Part 1 of 2) PH040-2 Introdction to RENTCafé for PHA: Part 2 PH135* PH150* PH201 This class is a contination of PH040-1 and will focs on the setp and management of RENTCafé PHA, inclding workflows, configration options, and adit trails. We will also show how the information can be reviewed by the PHA and electronically transferred to Voyager for final processing. (Part 2 of 2) VMS VMS is a cornerstone of HUD reporting for the Hosing Choice Vocher program. As a comprehensive report that incldes conts for leased families as well as totals for financial transactions, it is complex. This class will step throgh the process of generating the VMS data in Voyager as well as a review of the reports that are based on the generated data. We will also discss the nderlying logic that is sed to determine what category the data is placed in within the VMS report. Unit Transfers Learn abot the ins and ots of nit transfers in the PHA system. This session will discss both inter- and intra-property transfers for all program types. PHA Overview & Planning for Voyager 7S This class is an introdction to the PHA fnctionality in Yardi Voyager 7S, Yardi's first cross-browser Voyager prodct. We will review the new navigation featres and the pdated ser interface, with a focs on PHA screens. Depending on the featres yor PHA ses in Voyager, the pgrade from 6 to 7S may reqire some additional planning, as some featre options have changed. We will discss these changes dring the class so yo can nderstand and plan for them. (CM201 and RM201 will cover some of the same basic material) PH202 PH218 PH227* PH256 PH290 PH325 PH340* PH345* Case Tracking Case tracking is a comprehensive tool/plg-in that allows clients to log activity and manage the process throgh a series of roles and case assignments. In general, the tool is sed to track tenant and vendor reqests for cstomer service throgh a workflow that can inclde approvals. However, the tool can do mch more. Attend this class to find ot abot the basics of the case tracking plg-in and how it can help streamline yor PHA operations. AdHoc.NET & FillDocs for PHA Learn to se the PHA Ad Hoc tool. This tool enables the creation of ad hoc reports in Voyager sing PHA-specific data. Learn how to manage PHA ad hoc reports throgh ser secrity. We will also cover the basics of setting p a Fill Docment scripted report: creating the script file, creating a Word template and saving and managing the files. PHA Adit Reports & How to Correct the Data There are a nmber of standard adit reports available in the PHA prodct to help clients monitor and manage exception cases. In this class we will review and discss the prpose of many of these reports and point ot what to look for on the reports. Where appropriate, we will gide yo throgh the process to correct the nderlying data. This class will provide yo with an nderstanding of how to se the adit reports to monitor exceptions and ensre better overall operations. RAD: Pblic Hosing & Mod Rehab Conversion to PBVs This class will cover all of the elements of the Rental Assistance Demonstration (RAD) conversions in Yardi from Pblic Hosing and Mod Rehab to Project Based Vocher 50058s (PBVs). This comprehensive class will cover ending participation in the Pblic Hosing and Mod Rehab program, conversion to the new portfolio, and management of the tenants nder the new program with an emphasis on RAD-specific reqirements sch as contined FSS, EID, and phase-ins. PHA Potporri PHA Potporri provides an opportnity for clients to ask qestions abot the prodct that may not fit within the context of other classes offered at YASC. This class is always lively, covers a wide range of topics and is highly interactive. PHA Portability Finance Management This class will inclde detailed discssions regarding PHA portability finance management. It will inclde the management of all payments made to another PHA throgh the port-ot process. It will also inclde the receipt of payments for incoming portability tenants that are administered by the PHA. These topics are complex, bt will be covered in detail dring the session. PHA Schema This is an advanced ser corse that takes an in-depth look at the PHA schema. We'll show yo how the major tables within the PHA prodct are related to one another. We'll also look at some of the common types of qeries sed to extract PHA data and the joins that are sed to inclde or exclde data from the reslts set. Pblic Hosing Demographics Using the Voyager analytics report toolset, a series of Pblic Hosing demographic reports were developed. This class will step throgh the process for generating the demographic data. It will also inclde a review of the smmary and nmeros detail reports available. Yo shold attend this class if yo manage a Pblic Hosing portfolio and need to report on demographic data for a property or for the portfolio as a whole. 13

14 Panel Discssions Rondtables PN130 PN160* PN170* PN180* PN210* The Voyager 7S Conversion Experience: Before, Dring, & After 7S is the latest and most advanced version of Yardi Voyager, leveraging software as a service (SaaS) technology and mobile capabilities. Listen to a panel of clients talk abot their migration to Voyager 7S, its mobile access and applications, favorite new featres, the move to SaaS, and how their bsiness benefits from an ability to expand Voyager with new Yardi prodcts and services. Tips & Real Life Experiences with Advanced Bdgeting & Forecasting Listen to a panel of clients discss their experiences with the Advanced Bdgeting and Forecasting (ABF) fnctionality in Voyager. Yo ll learn new tips and tricks developed by Yardi experts and yor peers, and have the opportnity to ask qestions of the panel participants. The Inside Scoop on Advanced Maintenance Join s as clients discss their experience with Advanced Maintenance. Yo'll learn new tips and tricks developed by Yardi experts and yor peers, and have the opportnity to ask qestions of the panel participants. Using RENTCafé: Insider Tips & Client Insights Hear directly from other Yardi clients abot their experiences with RENTCafé. Yo'll have the opportnity to ask qestions and learn abot new tips and tricks developed by Yardi experts and yor peers. Client Insight on Revene Management Fnctionality Listen to a panel of clients discss their experiences with the revene management fnctionality in Voyager. Yo'll learn new tips and tricks developed by Yardi experts and yor peers, and have the opportnity to ask qestions of the panel participants. RT150 RT160 RT165 RT175 RT220 Training Rondtable Software training is a niqe training niche with its own set of strategies, challenges, and best practices. Join s to share yor experiences delivering instrctor-led software training, and receive feedback and ideas from yor peers. Strategies to increase trainee engagement, measre learning otcomes, and evalate training sccess will be discssed. Docmentation Rondtable Join this corse to learn how to most effectively se Yardi docmentation. We will discss best practices for sing online Help and locating the latest docmentation, and we ll ask yo to tell s what cold make the docmentation even better. Driving Process Change Moving yor organization throgh the process of changing or pgrading software can be a danting experience. Join this rondtable corse to hear how other Voyager sers have handled bsiness process change, training, hardware pgrades, otsorcing and other decisions dring their software migrations. Social Media Rondtable Implementing an effective and engaging social media strategy is a mst-have in real estate. Join s for a rondtable discssion on crrent social media trends and best practices, while getting yor toghest qestions answered. We will explore how to se social media to optimize yor marketing efforts, boost engagement, and bild commnity online. Planning for a Sccessfl Implementation Making the decision to change software can be a timeconsming and terrifying proposition. Now that yo ve made yor choice, learn how to make the implementation process move as smoothly as possible. This session will be led by the managers of the Yardi Professional Services Grop. PN320* PN340 The Orion BI Experience: A User Perspective Listen to a panel of clients discss their experiences with Orion Bsiness Intelligence. Yo ll learn new tips and tricks developed by Yardi experts and yor peers, and have the opportnity to ask qestions of the panel participants. Saving Time and Money with Procre to Pay Clients sing the Yardi Procre to Pay (P2P) site of prodcts will talk abot how they save money and time with or centralized platform inclding atomated procrement with Yardi Marketplace, vendor management via VENDORCafé, and invoice processing with Yardi PAYscan. Hear from clients who se the soltion on a reglar basis and take the opportnity to ask yor qestions at the end of the session. RT270* RT275 Shortening the Commercial Leasing Lifecycle Join this rondtable discssion to discss the mechanisms yor peers have introdced into their organization to go from lead to lease in less time. Evalating yor Bsiness Practices Bsiness process management (BPM) has seen increased interest dring the past year, as organizations look to atomate and streamline their processes so they can wring ot costs and become more efficient. Organizations shold gear their BPM initiatives to fit a prpose, sch as continos process improvement, competitive advantage, or bsiness transformation. Attend this rondtable and discss this important topic with BPM consltants and other Voyager clients. PN360* Making the Most of Yor Virtal Training Join s for a panel discssion on how to make the most of yor virtal training. We will discss: video tips and tricks, making the most of elearning, and enhancing yor webinars. RT340* RT410* REIT Rondtable Join this rondtable discssion to discss the intricacies of REIT operations with yor peers. Employee Retention Rondtable Yor employees are a hge asset. Discss ways to retain them once they're trained p and valable. RT420* Instrctional Design Rondtable Discss how to evalate which skills are needed and design programs that deliver the desired otcomes. This is not jst training, bt making sre measrable skills are acqired. 14

15 Rondtables Reporting RT430* RT440* Managing Tenant Risk Join this conversation to discss with yor peers strategies for controlling tenant risk. Topics will inclde Resident Screening, incident management, renters or tenant insrance (residential and commercial), claims management, and workman s comp insrance. Integrating Existing & New Modles Join other self-hosted and SaaS Select clients to discss the complexities of migrating to Voyager 7S. Topics cold inclde: workflow adaptation, compatibility/ interoperability, sharing data with other fnction grops, and 7S vs. 6.0 components - compatibility, installing plgins, training staff, creating a plan to get it all together. RE170 RE180 Introdction to Cstom Financial Analytics This corse is an introdction to Yardi's cstom analytics and provides information on how to create yor own financial analytic-type cstom financials. Learn how to create Accont Tree and Property Comparison templates sing either standard or cstom accont trees. We will cover topics sch as how to compare financial data from prior periods to the crrent period, and how to compare similar data across mltiple properties. SSRS Basics for Non-Developers This corse incldes an introdction to Yardi scripting, writing SQL select statements, and the basics of modifying these scripts to interface with SSRS. The class will inclde a brief introdction to designing and writing RDLC reports. No previos knowledge of report writing is reqired. Reporting RE050 RE060 RE110 RE160 RE161 Reporting Panel After a brief overview presentation, this will be a Q&A session with Yardi technical staff abot the varios reporting options available in Voyager. We will cover simple Yardi scripting to high-end presentations available when sing Yardi Orion Bsiness Intelligence, and the cstomizations possible with analytics, SSRS, and or ad hoc and Excel tools - both YSL.Net and the increasingly adopted YSR. We'll help yo make sense of the Voyager reporting options and gide yo to the YASC corses yo shold attend, ths empowering yo to make savvy technology reporting decisions. Yardi Spreadsheet Reporting Overview Yardi Spreadsheet Reporting (YSR) is a Voyager technology that enables advanced report designers to create report packets of individal docments designed in Microsoft Excel or Word. This class will offer an overview of the capabilities of this prodct, and is designed to help yo gain an nderstanding of how YSR can be sed to create boardroom-qality reports. Basics of Database Schema & SQL Do yo want to learn more abot SQL qeries and the Yardi database strctre bt don't know where to begin? Attend this corse, which introdces yo to the Yardi database tables and edcates yo abot the basics of SQL select statements. This knowledge is also helpfl for database maintenance and trobleshooting database-related isses. Correspondence for Commercial Attend this corse to learn abot the commercial correspondence featre and how to generate invoices, letters, and statements. This featre is similar to Word mail merge in that a template is sed to create an invoice, letter, or statement. Each template plls specific information from the database. Correspondence for Residential Use Correspondence for Residential to print or letters and statements, or to correspond with yor residents, property-wide! Uniqe templates that pll specific database information are sed to prodce property-wide letters or statements, saving yo time and boosting overall efficiency. Attend this corse to learn abot the Correspondence featre and how to se it to generate all of the letters and statements yo need. RE220* RE240 RE250* RE261 RE270* RE340 Poplating & Reporting on Standard Performance Tables Yardi Voyager incldes standard ot-of-the-box Residential and Commercial performance tables. Learn how to poplate these tables and report off of these key performance indicators. YSL.Net & YSL Classic Yardi Spreadsheet Link (YSL) is a long established Yardi technology. YSL exists as both Classic (6.0 only) and.net (Voyager 6.0 and 7S), with both rendering reports into Excel workbooks. It is well sited for athoring richly-formatted property, performance, and financial reports leveraging the power of Excel. This class will illstrate the basics of creating a YSL report, deploying it, and rnning it from Voyager into Excel, and will toch on advanced reporting techniqes. We will also contrast YSL against the featres of the newer Yardi Spreadsheet Reporting (YSR) paradigm. Using YSR for Cstom Analytics Leverage the power of YSR and Microsoft Excel to transform Cstom Analytics into boardroom-ready reports. This class will teach yo how to trn reports created sing the cstom analytic engine into Yardi's newest reporting technology, YSR. Residential Tenant Letters, Notices, & Leases Are yo still typing individal letters to yor residents or sing Mail Merge to send ot late notices? This corse will provide yo with the tools needed to print every letter, notice, and lease directly from Voyager. Learn how to effectively se Property Packets, Correspondence, and FillDocs sing standard templates. Intermediate Cstom Financial Analytics This intermediate corse bilds pon the Introdction to Cstom Financial Analytics class (RE170). We will focs on the creation of templates for portfolio-based cstom financial reports. Rethink how yo analyze yor portfolio - learn how to create property portfolio type templates to compare GL acconts between properties or smmarized by property attribtes, and leverage standard or cstom accont trees to create attribte comparison type templates. Prereqisites: RE170 (Introdction to Cstom Analytics) Advanced YSL This corse is for those already familiar with the basics of Yardi Spreadsheet Link (YSL.Net) in Voyager. A recent rework of the YSL Records fnction has frther generalized YSL.Net so that advanced sers can now incorporate any Voyager data into the rendered report from execting SQL, a Yardi SQL script, or a stored procedre, while respecting rntime filter selections. We ll discss the newly minted YSL_Records_Net 15

16 Reporting RE360 RE370 RE405* RE505 RE540 sample, some advanced general design capabilities of YSL, and contrast YSL with YSR, Lanch Excel, and other Voyager reporting tools. There will be an open YSL form for qestions and a fll exchange of advanced YSL.Net tips and tricks. Prereqisites: RE240 (YSL.Net & YSL Classic) Cstomizing Orion Bsiness Intelligence Discover how Orion Bsiness Intelligence can be tailored to deliver the specific metrics yo need to track in order to improve and grow yor bsiness. Learn how to integrate cstom data into Orion BI, add cstom metrics, and explore how to leverage advanced reporting techniqes inclding cstom dashboard content, Excel reports, and SQL Server Reporting Services to deliver rich information and insight to yor organization. Advanced Cstom Financial Analytics Cstom Analytics in Voyager is a highly versatile report designer. Once yo ve mastered the basics of getting yor cstom report to screen, Excel, or PDF, move on and learn how to pll feeder data for arithmetical maniplation from other rows and colmns; access the total from an accont tree expansion; se the Rolling Month and Period to Date fnctions for deeper flexibility in yor cstomization toolbox; and many other advanced featres. We will also discss tips and tricks for validating designs and correcting errors. Prereqisite: RE170 (Introdction to Cstom Analytics) Reporting Comparison between YSR and SSRS The two main, alternative technologies available in Voyager 7S for rendering boardroom-qality, cstom reports will be reviewed and contrasted. Yardi spport for cstom reports written in Crystal is rapidly approaching end-of-life, so sers who have made significant investments in cstom Crystal reports cold sbstantially benefit by nderstanding the pros and cons of each approach. This session is light on technical detail bt seeks to edcate managers as to how to select between the two approaches. SQL Scripting This intermediate corse will expand yor knowledge of select statements, joins, and qeries in SQL, the database langage that is reqired for generating cstom reports and performing data-mining with Yardi s SQL scripting fnctions. Learning these fnctions will enable yo to link tables and fields; convert data formats; and sort, total, compare, and cont. Yardi Spreadsheet Reporting Technical Session Yardi Spreadsheet Reporting (YSR) is a Voyager and VoyagerPls report rendering technology that enables advanced designers to create report packets of individal docments designed in Excel or Word. This class will offer a step-throgh of how to create yor first YSR report; an overview of the setp techniqes for YSR, inclding how to establish rntime filters and map those into the component individal reports; how to se the Yardi Excel add-in to help design reports; and how to draw data from both Yardi SQL scripts and from the analytic engines of conforming verticals. RE565* RE575 RE580 RE680 Technology TE020* TE130 FillDocs Enhancements FillDocs has become one of or most poplar reporting soltions. We've added several new featres to make FillDocs even more flexible and powerfl. Join s as we explore dynamic grids that expand to accommodate large amonts of data, and dynamic images that may be switched at report time. We will discss the new atomatic page nmbering, page totaling, and grand totaling featres. We will look at new secrity featres that provide greater control over edits to final docments, and a "flatten PDF" featre that prodces smaller files. We will also look at "inclde" files that can be called from mltiple scripts to make script sharing easier, and a featre to help yo when debgging script files. Transitioning from Crystal to SSRS & YSR Join this class to learn how to transition from Crystal to SSRS. We will address topics on needed software, converting yor existing scripts, connecting SSRS to yor database, identifying the SQL qery, and the Yardi standards for the look and feel of this tool. SSRS Basics for Developers This corse is an introdction to Yardi report writing sing RDLC reports. The corse provides the basics of the SSRS application, inclding the easy se of Yardi scripts to create new reports or cstomize existing ones. This corse will focs on modifying Yardi scripts to interface with SSRS reports. Knowledge of Yardi scripting, as well as basic SQL, is assmed. Some examples of modifications are groping, totaling, and additional formatting. Advanced SSRS Featres This advanced corse is designed for people who have been writing Yardi scripts for some time and are familiar with SSRS. Taght by example, the corse will inclde topics on everything yo ever wanted to know abot drilling down (hyperlinks), passing parameters from scripts to SSRS reports, mlti data table reports, and sb reports. Yardi Clod Services Join members of Yardi's Clod Services team to learn how we're enhancing the Yardi Clod for yo. We will discss staffing and service improvements as well as advances in hardware, monitoring, and management tools. Basic Voyager Men Secrity Learn the basics of Voyager men editor and secrity. This corse covers how to protect and restrict access to data by dividing yor Voyager sers into secrity grops, with each secrity grop having a cstomizable men set associated with it. Attend this corse to learn how to set p secrity grops, individal sers, ser access, men sets, and permissions. RE560 FillDocs Use Microsoft Word to create, cstomize, and fill letters, notices, leases, and other compliance-related correspondence. FillDocs enables yo to transition yor letters and forms from PDF or Crystal reports to Word at yor convenience. Many different docments can be assembled into a single print job. This corse provides an introdction to FillDocs, with an emphasis on leases, letters, and statements. Prereqisite: RE505 (SQL Scripting) TE140* Property Attribtes and Dynamic Property Lists Attribtes provide a method for searching, selecting, organizing, describing, and classifying yor properties or entities. Join s to learn abot the set-p involved, as well as how to se attribtes to filter reports and create dynamic property lists. 16

17 Technology TE170* TE180* TE210 TE215 TE230 TE240 TE245 New Client Central Client Central has long been a sefl resorce for clients to access training and technical information. This class is yor opportnity to learn abot or newly-completed pdate to the Client Central system. Learn how to access or extensive online Knowledge Base, inclding prodct docmentation, training videos, and other resorces. Find ot how to create and monitor Yardi spport cases and troble reqests (TRs), and manage yor Yardi Clod environment - from accessing performance statistics to implementing Clod reqests and approvals. We'll also discss how to administer yor Client Central grops, sers, and permissions. User-Defined Fields and Cstom Tables in Voyager Voyager 7S provides a variety of ways to cstomize information collected in the program and to personalize how it appears on the screen. Join s to learn how to enable User Defined Fields for storing additional data, as well as how to create cstom tables to control the formatting, field reqirements, and layot of a screen containing additional data. Voyager Configration Maximize yor efficiency by learning how to cstomize yor database so that it contains information specific to yor organization s needs. Corse topics inclde changing field labels and vales, creating one-tomany tables, adding cstom bttons, and more. System Administration Toolbox Become familiar with the featres in the Yardi tilities toolbox. Learn what each tool does (and doesn t do), and when to se it. The corse also incldes a demonstration of the toolbox s reporting capabilities. Transaction & Bdgets Import/Export In this corse, we ll discss the methods for high-volme data entry of transactions throgh Voyager s import and export fnctionality. This is an ideal approach for initial implementation of historical balances, importing trial-balance data from another database, creating transactions from data in an external system, and the importing of bdgets across one or many properties. Report Rnner (Condctor.NET) This corse provides an overview of Report Rnner, a backend report server that replaces Yardi Condctor. Using Microsoft.NET fnctionality, it rns as a Windows service and offers improved performance over previos reportserver versions. Learn how to configre, set p, and operate this tility, inclding server reqirements, reports processing, exporting reports to Excel and PDF files, batch reports processing, and schedled analytics reporting. Atomated Tasks & Notifications Learn how to set p atomated notifications and tasks based on critical dates or defined criteria. Yo can atomate s to any contact in the system, inclding tenants, vendors, owners, and employees. This Voyager featre displays assigned tasks on the ser's dashboard calendar and lets yo track the completion date for those tasks. TE250 TE310 TE335 TE360 Workflows & Workflow Notifications Experience the fll power of Voyager 7S workflows. 7S workflows are sed in all modles and aspects of the Voyager 7S platform. This corse explores the many versatile workflow options available. We will cover workflow basics, advanced workflow featres, workflow atomation, the workflow dashboard, workflow reports, workflow tilities, templates, and notifications. (2 part session) Advanced Voyager Men Secrity Optimize yor existing knowledge of Voyager mens and secrity. This corse covers secrity analytic reports, in addition to the men editor and secrity fnctionality. Advanced SQL Scripting Yardi SQL scripts can be athored to accomplish mch beyond simple reporting. This class will explore atomating pdates, imposing cstom validation, sing the system scripting tokens, exploiting the version section and other advanced techniqes. We ll conclde with an open discssion to share tips and tricks discovered by the wizards of scripting. Voyager Standard Interfaces Overview The Voyager Standard Interfaces class will provide an overview of the 10+ interfaces crrently available as part of the Voyager mltifamily license. Topics covered will inclde which interfaces are available, what services are provided by each interface, which third party agencies are qalified Voyager interface partners, as well as Voyager setp and configration. Vertical Markets AS050 AS130 AS260 Voyager Condo, Co-op, & HOA Demo Representatives from Yardi Client Services, Development, and Sales gide yo in discovering how time-saving featres in the Voyager association modle will help maximize office efficiency. Topics for discssion inclde correspondence, ad hoc, schedled charges worksheet, special assessment worksheets, qick nits, and qick owners fnctionality. Attend this demo to learn how these exciting tools can help yo to gain more atomation for the association management indstry. CONDOCafé Yardi's paperless soltion for Homeowner and Condo Associations, CONDOCafé Certificates, allows the association management to leverage their existing Voyager installation to qickly and easily prepare and sell certificates and other docments. We will also demonstrate CONDOCafé Portal, which provides association owners and shareholders with the ability to check their real-time ledger balances, make online payments, create and check work order reqests, and sbmit change reqest forms. Client to Client: Association Manager Training This corse demonstrates the process of recording homeowner violations from the field sing the new Yardi Violation App and processing the letters with pictres, stats changes, violation reports and more as sed by client Egene Brger Management. 17

18 Vertical Markets IN100 International Project Overview 4500 companies in over 80 contries now se Yardi Voyager software. Are yo a global client interested in learning more abot Voyager 7S for international markets? Come learn abot the latest offering which incldes commercial and residential fnctionality, as well as related ancillary prodcts.. ST101* Stdent Hosing: New Featres & Committee Join this committee of Yardi Stdent Hosing prodct specialists and developers to discss the new featres and enhancements in ftre releases. Yo are welcome to bring a list of prodct fnctions or featres yo wish to see added. SF055 SF155 Single Family Homes: New Featres and Committee Join this committee of Yardi Single Family Homes prodct specialists and developers to discss the new featres and enhancements in ftre releases. Yo are welcome to bring a list of prodct fnctions or featres yo wish to see added. Voyager Single Family Homes & RENTCafé Basics Voyager for Single Family Homes works with or Marketing Site to provide a seamless experience for both prospective and crrent residents. Learn how to manage prospects dring the leasing process and how crrent residents can make online payments, enter work orders, and interact with yor property staff via the resident site. Learn how to maximize yor se of Voyager for Single Family Homes. ST120 Voyager Stdent Hosing & RENTCafé Stdent Hosing Basics Voyager Stdent Hosing works with or Marketing Site to provide a seamless experience for both prospective and crrent residents and has been designed for the specialized needs of the stdent hosing indstry. Learn how to manage prospects dring the leasing process and how crrent residents can make online payments, enter work orders, and interact with yor property staff via the resident site. Learn how to maximize yor se of Voyager Stdent Hosing. SN050 Senior Living Rondtable Open form for Yardi Senior Living-related topics. Yardi developers, accont managers, implementers, and sales staff will be present to demo fnctionality and answer qestions. SN101* Senior Living: Voyager 7S New Featres Learn abot the Voyager Senior Hosing enhancements that were introdced with the 7S platform, inclding co-occpants, licensed capacity, electronic statement delivery, Medicaid new featres, check scanning, and payment processing options. SN145* Senior CRM An overview of the new Senior CRM modle, inclding considerations for pgrading from Voyager Senior Living's Sales & Marketing modle. SN155* RENTCafé Senior Living RENTCafé Senior Living (formerly SENIORCafé) is the latest addition to the Yardi Senior Living Site. Learn abot the exciting new featres of this resident and family portal, with diverse fnctionality ranging from online payments to personal health records. SN260 Senior Living: Migrating to Yardi EHR Take an in-depth look at the pgrade path from Voyager Senior Living's Care modle or ALMSA to Yardi EHR. This corse highlights the key benefits of transitioning to Yardi EHR, as well as implementation considerations. SN270* Senior Living: Yardi EHR Advanced Capabilities Take a detailed look at some of the most powerfl capabilities of Yardi EHR, inclding electronic medication management, atomated pharmacy interfaces, assessments driven by clinical pathways, enhanced service plan-based billing, and reglatory compliance. 18