ProSystem fx Engagement provides the tools to manage and perform your engagements both in the office and from the field using a completely paperless environment. Take advantage of our vast experience in guiding firms through the implementation of this revolutionary product and our unique understanding of how this will be a significant change to the way your engagements are currently performed.
Electronic work paper management is a new concept for many accountants and proper implementation requires extensive planning and training. The Training & Consulting team will help maximize your return on ProSystem fx Engagement and empower your staff with the skills of tomorrow's work force. Please see the training grid below for assistance in developing a standard training and consulting plan. Your sales representative will help your firm review the course selection and build an effective training plan based on the number and type of users.
For hands-on sessions, attendees must bring their own computers or use a facility with computers that include the software relevant to the course.
Note:Sessions have a 15-attendee limit.
Recommended Number of Days
# of Seats
# of Users
IT
Consulting
Training I
Workshop
Training II
MTS
1
-
-
-
-
-
1
3
-
-
-
-
-
3
5
-
-
1
1
-
-
15
1
1
1
1
-
-
20
1
1
2
2
1
-
30
1
1
2
2
1
-
50
1
2
4
4
1
-
75
1
2
5
5
2
-
100
1
2
7
7
3
-
STANDARD TRAINING
Attendees: 15 max per class Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows CPE: Accounting - 8 Hours Format: Onsite or Web-based
Training I: Training I courses provide a detailed introduction to ProSystem fx Engagement and establish the foundation of knowledge required for all subsequent courses.
Audit & Accounting (A & A): This course is designed for users who perform both assurance and tax services, focusing on the functions necessary to set up and begin working on a typical engagement. Sample data will be provided by CCH to work through a mock engagement.
Course topics include:
Importing and Convert Data into a Trial Balance
Grouping Accounts and Booking Journal Entries
Creating Analytical Reports
Automating Work Papers and Financial Statements
Collaborating and Sharing Documents with Users from the Office or in the Field
Electronically Reviewing and Signing Off Work Papers and Financial Statements
Attendees: 15 max per class Prerequisites: Basic knowledge of Microsoft Excel CPE: Taxation-8 Hours Format: Onsite or Web-based
Tax: Designed for users who only perform tax services, this course is focused on tax preparation within ProSystem fx Engagement as compared to financial statement preparation. Sample data will be provided by CCH to work through a mock engagement.
Course topics include:
Customizing Tax Grouping
Coordinating Schedules for Proper Tax Export (including Schedule M-1 and M-3)
Attendees: 15 max per class Prerequisites: Training I Course CPE: Accounting-8 Hours Format: Onsite or Web-based
Training II: After completing our Training I course, users who work with ProSystem fx Engagement will want to further increase their efficiency with the software by mastering all of Engagement's functionality and learning how it can be properly applied to their daily processes.
Audit & Accounting (A & A): This Training II course is designed to provide participants with the necessary tools to help increase their efficiency in performing typical audit and accounting services using ProSystem fx Engagement.
Course topics include:
Performing Consolidations, Eliminating Journal Entries, and Creating Reports
Using Write-Up Trial Balance
Customizing the Trial Balance Database
Using Drill Down and Import/Export Functions
Customizing Engagements
Publishing Work Papers and Financial Statements
Wrapping Up an Engagement Using the Finalization Wizard
Rolling Forward for Automatic Pro Forma and Binder Preparation
Attendees: 15 max per class Prerequisites: Training I Course CPE: Taxation-8 Hours Format: Onsite or Web-based
Tax: This Training II course is designed to provide participants with the necessary tools to help increase their proficiency in performing tax compliance services using both ProSystem fx Engagement and ProSystem fx Tax.
Course topics include:
Using Write-Up Trial Balance
Performing Consolidations, Eliminating Journal Entries, and Creating Reports
ProSystem fx Dynalink
Tax Journal Entries including enhanced M-3 functionality
Attendees: 15 max per class Prerequisites: Training I Course (must immediately precede the Workshop day) CPE: Accounting-8 Hours Format: Onsite only
Workshop: Reinforcing the concepts from the Training I sessions, this course uses your firm's own engagements so that an expert from the Training & Consulting team can suggest and recommend solutions on how to set up and prepare engagements and workpapers that incorporate your firm's standards. Since Workshop days are spent with real client data, you can structure them to be partially billable, reducing your overall training costs.
Course topics include:
Converting Actual Client Data into Your Firm's Templates
Connecting Engagement Grouping Lists with Prior Period Financial Statements
Creating Critical Reports Based on Engagement Type
Automating Balances Using Financial Statement Links
Preparing Data for Tax Export (if applicable)
MULTI-CLIENT TRAINING SESSIONS (MTS)
Attendees: 15 max per class Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows CPE: Accounting-8 Hours Format: Web-based
Training I & II: In order to serve all of our clients in the most cost-effective manner, we offer our Training I (A & A), and Training II (A & A) courses available in a forum accessible to firms needing to train four people or fewer.
Note: Multi-Client Training Session (MTS) sessions are only available over the internet. MTS seats can be rescheduled up to one week prior to the event. For example, a Friday the 14th MTS can be rescheduled up to the close of business (PST) on the previous Friday (the 7th)
The following restrictions apply:
Five attendees (cumulative total of all participating firms) must be confirmed five business days prior to the MTS. If this minimum number of attendees is not met, all attendees must reschedule into another pre-scheduled session. Attendees will be notified via email of any scheduling changes at the close of business (PST) on the fifth day prior to the scheduled MTS.
Eight firms is the maximum number allowed in any one session.
Attendees must reschedule five business days prior to the event.
Attendees: 15 max per class Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows CPE: Taxation-8 Hours Format: Web-based
Tax: Designed for users who only perform tax services, this course is focused on tax software integration from the trial balance as compared to financial statement preparation.
Course topics include:
Customizing Tax Grouping
Coordinating Schedules for Proper Tax Export (including Schedule M-1 and M-3)
Consider these courses when you are ready to expand your usage of ProSystem fx Engagement. Several of our Ancillary courses have been created based on customer requests and will address the advanced functions for the ProSystem fx Engagement user.
Note: Any 4-hour session must be combined to make a full day. Full-day pricing is applicable.
Attendees: 15 max per class Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows CPE: Accounting-4 Hours Format: Onsite or Web-based
Reviewer: This course is specifically designed for those who use ProSystem fx Engagement only to review work papers (e.g. Partners or Senior Management level personnel). Trial balance and detailed work preparation are not covered in this course.
Course topics include:
Navigating ProSystem fx Engagement (including diagnostics)
Sending and Receiving Documents through Synchronization
Using Work Paper Notes and Sign-Off Tools
Reviewing with Drill Down TB Link and QuickView
Using Tickmarks and Work Paper References
Determining When to Use Locking and Freeze
Completing Engagements Using the Finalization Wizard
Attendees: 15 max per class Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows
CPE: Accounting-4 Hours Format: Onsite or Web-based
Administrative: This course is tailored for word processing/administrative users who will primarily be assisting with financial statement preparation and document/file management. Trial balance and detailed work paper preparation are not covered in this course.
Course topics include:
Navigating ProSystem fx Engagement (including diagnostics)
Sending and Receiving Documents through Synchronization
Attendees: 15 max per class Prerequisites: Training I Course CPE: Accounting-8 Hours Format: Onsite or Web-based
GASB 34: For user who purchase the GASB 34 template (best used with the Compilation & Review and Local Government and Single Audit titles), this training will make working with government engagements much easier. Learn to modify a complex template to fit the needs of your particular client.
Course topics include:
Importing Governmental Trial Balance Data
Understanding the Inter-relation of Work Papers in the Template
Completing the End Product with Two Grouping Lists
Modifying the GASB 34 Templates to Fit Client Financials
Insuring the Integrity of Related Financial Statement Linking
Attendees: 15 max per class Prerequisites: Training I Course CPE: Accounting 8 Hours Format: Onsite or Web-based
Integrated Microsoft® Word and Excel 2003 - Beginner:ProSystem fx Engagement is fully integrated with Microsoft®Word and Excel. This course will teach users how to efficiently and effectively use Word and Excel within ProSystem fx Engagement. This course is intended for users of Microsoft Office 2003 and prior versions.
Note:AProSystem fx Engagement trial balance license is required for all participants.
Course topics include:
Customizing the Applications to Match Your Needs
Formatting Data, Cells, Tables, Bullets and Tab Stops
Using Painter and Conditional Formatting
Incorporating Page Numbering and Breaks
Inserting Function Wizard, Absolute vs. Relative Referencing, and Logical Functions
Attendees: 15 max per class Prerequisites: Training I Course CPE: Accounting 8 Hours Format: Onsite or Web-based
Integrated Microsoft®Word and Excel 2003 - Intermediate: For intermediate Microsoft®Word and Excel users, this course focuses on how your firm can get the most out of ProSystem fx Engagement and add value to your current engagements through the use of more complex functions and formulas. This course is intended for users of Microsoft Office 2003 and prior versions.
Note:AProSystem fx Engagement trial balance license is required for all participants.
Course topics inc lude:
Using Advanced VLookup, HLookup, Concatenate, and IF Functions
Understanding Data Validation and Subtotals
Creating Pivot Table and Pivot Chart Reports
Applying and Creating Macros
Customizing Toolbars and Options
Embedding Objects in Microsoft®Word
Using Name Ranges in Formulas
Using Charts and Graphs
Creating New Styles and Formats
Formatting Data, Cells, Tables, Bullets and Tab Stops
Attendees: 15 max per class Prerequisites: Training I Course CPE: Accounting 8 Hours Format: Onsite or Web-based
Integrated Microsoft® Word and Excel 2007 - Beginner:ProSystem fx Engagement is fully integrated with Microsoft®Word and Excel. This course will teach users how to efficiently and effectively use Word and Excel within ProSystem fx Engagement. This course is intended for users of Microsoft Office 2007.
Note:AProSystem fx Engagement trial balance license is required for all participants.
Course topics include:
Transitioning to Microsoft Office 2007 from prior versions of Microsoft Office
Customizing the Applications to Match Your Needs
Formatting Data, Cells, Tables, Bullets and Tab Stops
Using Painter and Conditional Formatting
Incorporating Page Numbering and Breaks
Inserting Function Wizard, Absolute vs. Relative Referencing, and Logical Functions
Attendees: 15 max per class Prerequisites: Training I Course CPE: Accounting 8 Hours Format: Onsite or Web-based
Integrated Microsoft®Word and Excel 2007 - Intermediate: For intermediate Microsoft®Word and Excel users, this course focuses on how your firm can get the most out of ProSystem fx Engagement and add value to your current engagements through the use of more complex functions and formulas.
Note:AProSystem fx Engagement trial balance license is required for all participants.
Course topics inc lude:
Transitioning to Microsoft Office 2007 from prior versions of Microsoft Office
Using Advanced VLookup, HLookup, Concatenate, and IF Functions
Understanding Data Validation and Subtotals
Creating Pivot Table and Pivot Chart Reports
Applying and Creating Macros
Customizing Toolbars and Options
Embedding Objects in Microsoft®Word
Using Name Ranges in Formulas
Using Charts and Graphs
Creating New Styles and Formats
Formatting Data, Cells, Tables, Bullets and Tab Stops
Format: Onsite or Web-based CPE: Given the customized nature of session content, firms may choose to sponsor CPE (based on state requirements). CCH does not sponsor CPE for this session
Question and Answer (Q & A): Regular implementation meetings are recommended after your firm has completed its ProSystem fx Engagement courses. Many firms benefit from the opportunity to have a qualified consultant answering their questions in person.
Course topics include:
Distributing Firm-Wide Information (Policies, New Templates, or Support Tips)
Engaging Your Peers with Questions Related to Specific Engagements
Standard: Avoid common acceptance issues your firm may encounter when implementing ProSystem fx Engagement by scheduling a session with one of our consultants. This preparation will provide your firm the time to prepare, correct, or avoid common issues.
Note: Attendees include the firm's Implementation Leaders and a brief discussion with Administrative and IT representatives.
Course topics include:
Assessing Your Firm's Goals
Understanding Your Firm Environment, Including Departmental Relationships
Improving Electronic Processes
Understanding the Implementation Checklist and Related Best Practices
Attendees: Implementation leaders Prerequisites: Standard Implementation Consulting Format: Onsite or Web-based CPE: Accounting 4 hours Management 4 hours
Premium: For larger implementations of ProSystem fx Engagement, our Training & Consulting team offers a more detailed look at the Implementation Checklist, and will customize a Best Practices document to suite your firm's workflow and organizational structure. Additional time to discuss more complex technical, procedural, and functional implementation issues will be available.
Note: This is a two-day session that includes Standard Consulting. Attendees include the firm's Implementation Leaders.
Course topics include:
Ensuring an In-Depth Understanding of the Implementation Checklist and Related Best Practices
Customizing a "Firm Policies and Procedures Guide"
Working Through Complete Multi-Office or Large-Scale Implementations
Format: Web-based (Onsite on a limited basis) CPE: None
Information Technology Consulting: This full-day session focuses on your firm's IT personnel, teaching them how to properly install, maintain and support ProSystem fx Engagement. A well-informed IT department is essential for a successful implementation of ProSystem fx Engagement.
Course topics include:
Fitting the System into Your Information Environment
Understanding Installation Procedures and Issues
Ensuring Inclusion of Hardware and Software Requirements
Integrating Microsoft®Word and Excel
Understanding Maintenance, Support, and Back-End Support
Managing MSDE/SQL
Understanding the Database Behind ProSystem fx Engagement
Using File Storage, File Sharing and Security (Including the Citrix/Terminal Server)
Our hands-on training courses require each participating firm to ensure the following prior to the event:
All participants are in the same room, such as a conference room at the client? office or in a room at a conference center at a hotel or training facility
Each participant has a computer with the most current version of ProSystem fx Engagement installed prior to the consultant? arrival
Updated Microsoft Windows, Word and Excel versions [including service packs]
Network connection for all participants is recommended, but not necessary
Projector used to project the consultant? computer screen
Power outlets for all participants, the consultant, and for a projector
Training files emailed from CCH Tax & Accounting saved on each participant? machine.
Training handout materials printed and available to all participants
CD-ROM and floppy drives available in case additional files are needed.
Web-based course have the following additional requirements:
Speakerphone able to project consultant? voice and project questions from all participants
Machine connected to a high speed Internet connection used for displaying the consultant? machine [connected to projector]Example: A typical setup for a web-based 10 person event would be: All participants sitting in a conference room with their own machines, an additional machine dedicated to the Internet projecting the consultant? screen, and a speakerphone available for consultant and for users to ask questions during the course.
Policies
Scheduling: Customers will be contacted for scheduling training following the processing of the order form. Until that point, any tentative days suggested to clients can be revoked and given to processed clients. Our scheduling coordinator will inform you when the days are confirmed.
Rescheduling Policies depend on the type of service. If the rescheduling does not fit the criteria below, the training and/or consulting services are forfeited, plus any expenses incurred. MTS seats can be rescheduled up to one week prior to the event. For example, a Friday the 14th
MTS can be rescheduled up to the close of business [PST] the previous Friday [the 7th].
Web-based & Onsite training can be rescheduled 3 weeks prior to the event.
If a course is rescheduled or cancelled within three weeks of the scheduled session, a 25% penalty will be charged, plus any non-refundable travel expenses, based on the number of scheduled days that fall within the three-week window.
Refunds: There are no refunds on services performed. Make-up sessions can be organized if satisfaction is not met, and will be assessed on a case-by-case basis.
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