• PSA | FinancialForce PSA Academy Lite

    This beginners course will give you hands on exposure and best practice approaches to common PSA workflows.

  • PSA | Using PSA to Maximize Utilization, Improve Capacity Planning

    Deep dive into FinancialForce PSA utilization and capacity planning. Learn how the underlying utilization engine works, and how to use it to manage your team's historic, current, and projected utilization.

  • PSA | Coupling HCM with PSA for Automated Resource Management

    Connect business needs with HR requirements. Learn to set up our integration points and see how changes in HCM will flow through to support resource management in FinancialForce PSA.

  • PSA | Crystal Ball Reporting: Maximize Your Project and Resource Planners

    Learn how to leverage project, resource and financial visibility in PSA to proactively analyze your business. Maximize the ROI from your investment in PSA.

  • PSA | How to Build Project Plans that Deliver Forecasts

    Learn how to use project plans to request resources, produce a schedule and create a reliable cost and revenue forecast report. Get a tighter grip on the present and future state of your people, projects, service delivery and financials.

  • PSA | V16 New Release Training

    Join us for a deep dive review of PSA Version 16, available in May 2017. We will review the following key areas in detail:
    Baseline and version control
    Issue and Risk Management
    Planner updates
    General Enhancements

  • FM | FinancialForce Reporting - Ninja Training

    Get hands on with the suite of FinancialForce reporting tools. Learn how to speed up your reporting processes, get the maximum insight from your data. And create reports like a ninja.

  • FM | FinancialForce Accounting Academy Lite

    This beginners course will give you hands on exposure and best practice approaches to common accounting workflows.

  • FM | ASC 606 & IFRS 15 Ready?

    What's new in FinancialForce Revenue Recognition? We'll tell you. How is FinancialForce helping you with the ASC 606 & IFRS 15 standards? We'll show you.

  • FM | Accounting for Multi-Company, Multi-Currency Organizations

    Get hands-on with FinancialForce Accounting and how to work with multiple currencies, multiple companies, and inter-company processes. Maximize our multi-everything accounting engine.

  • FM | Best Practices for a Pressure-free Period Close

    Take the pressure out of closing your financial year. Understand best practice workflows and audit processes to help you close your books on time, every time.

  • HCM | FinancialForce HCM Academy Lite

    This beginners course will give you hands on exposure and best practice approaches to using the HCM solution.

  • HCM | HR Reporting 101: Get the Most Out of Your Workforce Data

    Get complete visibility of all the worker info you need in formats you prefer. Learn the latest on customizing templates, creating joined reports, building dashboards and more.

  • HCM | Best Practices for System Configuration Drop-In Session

    Got a configuration question? Join HCM product experts for personalized guidance on your most pressing configuration need. This is an informal drop-in session.

  • HCM | Deep Dive on Benefits Administration

    Benefits administration is a common struggle for many companies. Learn best practices on configuring HCM Benefits - setting up plans, maintaining rates, and configuring open enrollment.

  • SRP Superpowers: Learn how FinancialForce Financial Management and PSA Together Drive Project Success and Profits

    Join FinancialForce implementation partner Icon, as they share how using FinancialForce FM & PSA together have helped them elevate financial performance and drive project success - internally and for FinancialForce customer implementations. A panel of joint Icon/FinancialForce customers will share best practices and lessons learned from their adoption of these two powerful solutions working together. This is must attend session for FinancialForce FM customers considering FinancialForce PSA and vice versa.

  • PSA | Professional Services Automation Roadmap

    Learn about our latest releases, our product roadmap, and where new investments are being made.

  • PSA | CRM to PSA Automation: Create a System of Total Project Automation

    Master CRM to PSA Automation & Project completion calculation. Learn new ways to reduce project creation time & human errors.

  • PSA | Forecast, Plan, Manage Your Resources More Effectively

    Effectively manage resource need and capacity to drive higher billable utilization. Apply best practices that will eliminate common roadblocks and supercharge visibility for Resource Management.

  • PSA | 5 Ways to Maximize ROI with FinancialForce PSA

    Are there features you aren't using in FinancialForce PSA but should be? Learn the top 5 things you can do to maximize your ROI with PSA.

  • PSA | Upgrades & Implementation: Best Practices for Enterprise Orgs

    Learn best practices from your peers, for keeping on top of new PSA releases and making the most of the new functionality they bring.

  • PSA | Create the Winning PS Model - People, Process and Technology

    Hear real life use cases: Learn how Imprivata reinvented their professional services organization by tackling the three pillars of organizational transformation – people, process and technology.

  • PSA | Hyper Growth Efficiently with FinancialForce PSA

    Beneficial to all PSOs. Discusses scaling FinancialForce applications in a PSO environment, including mergers, acquisitions, and business landscape changes.

  • PSA | Using PSA to Maximize Utilization, Improve Capacity Planning

    You're calculating utilization, now what? We'll be focusing on PSA's utilization reporting, and learning how to leverage the many built-in utilization metrics - including capacity planning - that will help you take your services business to the next level!

  • PSA | Keys to Building Online PSA Communities

    Learn how to integrate FinancialForce PSA functionality in your community to vastly improve your partner and client communications & relationships.

  • PSA | Better Forecasting, Smarter Planning

    Forecasting in PSA best practices; Explore all forecasting options in PSA; Hours, Revenue, Billings, Cost

  • PSA/HCM | See Peoplecasting in Motion

    Peoplecasting in practice will tell a visual story of the use cases where PSA and HCM overlap and interact with CRM. We'll show the process of CRM pipeline to staffing those projects with hired resources.

  • FM | Salesforce CPQ and FinancialForce: Quote, Collect and Recognize it All on Salesforce

    Business models are rapidly changing. And the need to support multiple revenue streams from opportunity to cash is becoming more complex. Whether it is quoting and delivering goods and services or adhering to revenue recognition rules processes need to be in sync and streamlined. Hear a customer story how together SteelBrick and FinancialForce power that harmony to enable growth, maximize margins and drive business success.

  • FM | Financial Management Roadmap

    Learn about our latest releases, our product roadmap, and where new investments are being made.

  • FM | FinancialForce Revenue Recognition: What's New

    What's new in FinancialForce Revenue Recognition? Learn how it is uniquely addressing the new ASC 606, IFRS 15 standards. And how it will help you comply by the 2018 deadline.

  • FM | Report Masters: Make the Most out of Your Data

    Learn how to use FinancialForce Reporting and Action Views to query even MORE data. We'll look at Intersect Definitions with an understanding of reporting balances given, and best practices for building action views and FFR reports. Knowledge of FFR and FFA will be required.

  • FM | Revenue Recognition Success! Hear First-hand Accounts

    Hear first hand experiences from your fellow Revenue Recognition community members. How did they improve their Rev Rec lives by ditching their fragile spreadsheets?

  • FM | Revenue Management in an 'Opportunity to Renewal' World

    Improve your agility and compliance in today’s internet world by embracing new revenue streams, servicing your customers better and complying with new accounting rules.

  • FM | Accounting for Multi-Company Organizations

    See all the new release features for multi-company organizations. Includes: support of buying and selling between companies, centralization of your buying function, or moving funds from one company's bank account to another. Learn how to manage exchange rates in multi-company organizations and localize your chart of accounts and input screens.

  • FM | Clicklink & Process Builder: See Why Everyone Calls it the Super Couple.

    Learn how to use Clicklink and Process builder together to make your Salesforce/FinancialForce orgs - using clicks, not code. Automate your processes and workflow with ease.

  • FM | Transforming your Spreadsheets into Lightning Apps

    You know the benefits of having CRM & ERP running on the Salesforce platform. Get those same platform benefits for your custom data by eliminating those uncontrolled, fragile spreadsheets, and turning them into apps using clicks not code.

  • HCM | FinancialForce Human Capital Management (HCM) Roadmap

    Learn about our latest releases, our product roadmap, and where new investments are being made.

  • HCM | The IT Vision that Focuses on People, Not Just Systems

    Having an IT vision for your HR/People function will bring massive benefits to your organization. Get a first-hand account on what an integrated work plan looks like with HR & IT working together. Learn strategies to enhance performance and culture.

  • HCM | Leading Key People Performance Indicators and How to Track Them

    Build reports that drive HR thought leadership. Learn how to get more value from your HR data by linking together functional areas of the product. Example: a report highlighting time in current position relative to performance review.

  • HCM | Exciting New Directions in HCM

    Join us to see what HCM has in store for future integrations on payroll, talent management, and more!

  • 8 Workforce Trends That Will Shape Your Organization

    The 'future of work' life is always changing. Customers of any FinancialForce product should attend this session to learn the biggest workforce trends & issues. Get insightful, practical, and comprehensive insight to help you to leverage trends, develop high-impact solutions, and stay ahead.

  • ERP: Running a Global Company in the Cloud. The Power of One Platform

    Avoid lost revenue, lost knowledge, and inefficient IT functions by utilizing FinancialForce and Salesforce as cornerstones to your processes.

  • How to Be the Best Administrator to your Company

    This session will discuss tasks Admins should be doing to keep their platform up to date, and the best platform it can be for their users.

  • Platform: Security & Compliance is Built-in. How to Apply it.

    Leverage the platform to support all your security & compliance needs. Learn how to apply the enterprise-class security and build audit trails with ease.

  • PSA | Professional Services Automation Roadmap

    Learn about our latest releases, our product roadmap, and where new investments are being made.

  • PSA | PSA Reporting: Leveraging Tools and OOTB Reports to Drive Visibility

    With the growing number of KPI's and the even faster growing population of tools to deliver them it's important to understand what you already have in your FinancialForce PSA toolbox. Join us to explore the reporting best practices for PSA, a discussion of tools and a review of our reporting library.

  • PSA | PSA & Wave - Business Intelligence for a Healthy Business

    Learn best practices from Traction on Demand, who use FinancialForce PSA & Wave Analytics to gain a strong pulse on the health of their business.

  • FM | Manage Subscription and Usage Billing in One Closed-Loop Process

    Learn how your company can capitalize on the new revenue opportunities in today's service economy. See how FinancialForce can manage complex billing models in one closed loop process.

  • FM | Report Masters: Make the Most out of Your Data

    Learn how to use FinancialForce Reporting and Action Views to query even MORE data. We'll look at Intersect Definitions with an understanding of reporting balances given, and best practices for building action views and FFR reports. Knowledge of FFR and FFA will be required.

  • FM | How Can the Platform Supercharge Productivity? Here's How.

    Gain efficiencies and productivity in daily tasks by leveraging the capabilities of the Salesforce platform. Apply "clicks not code" functionality to enhance standard FinancialForce processes and super-charge your daily tasks.

  • FM | Control Spend through Optimized Asset Procurement and Management

    Learn best practices around the managing of assets from the request for purchase to disposal. Control and monitor spend on assets and gain visibility into the complete asset lifecycle including warranty and disposal information. Easily understand asset holdings and value by company/department and forecast for future asset purchases based on their useful life and leverage past purchasing information to negotiate with suppliers.

  • FM | PwC Presents: A Crash Course on Successfully Preparing for ASC 606

    The effective date is quickly approaching for the new revenue standard. For many public companies, there are only months left until the effective date for adopting the new standard. There can be many areas of complexity in accounting for transactions within ASC 606. We will bring you up to speed on the five step model, and what’s changed in the past year. We will cover hot topics that are at the crossroads of accounting complexity with the added burden of challenges in operationalizing from a systems, processes and controls perspective layered with change management during transition. Topics will include:
    - Contract modifications;
    - Measures of progress;
    - Standalone selling price;
    - Contract costs;
    - Transition and more.

  • HCM | Make HCM Magical with Salesforce Tools

    The Salesforce platform is a feature-rich system that allows native applications like FF HCM to be customized and automated for even the most sophisticated business process. Find out how PTFE Group of Companies has customized FF HCM to improve productivity and employee engagement.

  • HCM | Using Agile Performance Management to Nurture Talent

    Learn how customers are using HCM to manage and nurture talent in their organization, including the use of Agile Performance Management.

  • Getting the Most out of the FinancialForce Community: Idea Tree

    Why use the FinancialForce Community? Influence product decisions, exchange ideas with other users, track your support cases - to name a few. Learn how you can participate and make the best of this invaluable resource.

Purple | PSA: Professional Services Automation

Green | FM: Financial Management

Orange | HCM: Human Capital Management

Black: Not specific to any one product

: Lecture-style Training

: Hands-on Training