• 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 Maximise Utilization, Improve Capacity Planning

    Deep dive into FinancialForce PSA utilization and capacity planning. Learn to leverage the many built-in metrics including utilization figures and capacity planning.

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

    Learn how to leverage Project, Resource and Financial visibility in PSA to proactively analyse your business. Maximise the ROI from your investment in PSA.

  • PSA | V16 New Release Training

    Take a deep dive into the new features released in PSA V16.

  • PSA | How to Build Projects Plans that Deliver Forecasts

    We'll cover project planning at the Task level. Learn how to use that project plan 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 | Coupling HCM with PSA for Automated Resource Management

    We'll cover project planning at the Task level. Learn how to use that project plan 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.

  • FM | FinancialForce Reporting - Ninja Training

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

  • 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 Organisations

    Get hands-on with FinancialForce Accounting and how to work with multiple currencies, multiple companies, inter-company processes. Learn how to maximize the 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 ensure you close your books on time, everytime.

  • Dev Talk

    This session will cover various topics including 'Be ready for Lightning components' and 'Salesforce Einstein Vision - A Practical Introduction with René Winkelmeyer'. One not to miss for Developers and System Administrators.

  • PSA | Professional Services Automation Roadmap

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

  • PSA | You have PSA, Now What? Long-time Customers Share Kick-off Success

    Find out how one key UK customer leveraged the FinancialForce toolset to make the implementation smooth and the results abundant.

  • 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 | Keys to Building Online PSA Communities

    In this session, you'll learn how to integrate FinancialForce PSA functionality in your community to vastly improve your partner and client communications & relationships.

  • 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.

  • 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 | 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 | Accounting for Multi-Company Organisations

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

  • HCM | FinancialForce Human Capital Management Roadmap

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

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

    This is to provide a mixture of thought leadership and reporting support around how to derive more value from your HR data by linking together functional areas of the product through reporting and dashboards. Like time in current positions relative to performance reviews, etc.

  • 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: Transforming your Spreadsheets into Lightning Apps

    You know the benefits of having CRM & ERP running on 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.

  • 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.

  • 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.

  • Moving From Standard Profiles to Profiles and Permission Sets

    In this session we will talk through permission sets and how to apply them to users quickly and easily to better control their access to functionality within our applications.

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