Objectives

• A well informed IT department is essential for a successful implementation of ProSystem fx Engagement.  Learn how to properly install, maintain and support this product. 

Topics

• Fitting Engagement into your network environment
• Understanding installation procedures and issues
• Ensuring inclusion of hardware and software requirements
• Understanding data backup policies and procedures
• Integrating Microsoft Word and Excel, and Adobe Acrobat 
• Understanding maintenance, support, and back-end support
• Managing Managing SQL Express/SQL
• Understanding the database behind ProSystem fx Engagement
• Understanding file storage, file sharing and security requirements (including the Citrix/Terminal Server)

Attendees

• IT personnel

CPE

• No CPE certificate(s)

Prerequisites

• Read Policies
• Network experience

Objectives

• This Standard session is day one of our full Best Practices consultation, which is structured as a 2-day course. Designed to ensure a smooth implementation, a knowledgeable consultant will discuss the critical implementation issues you may encounter when implementing Engagement.  This preparation will provide the time to prepare, correct, or avoid common issues of implementing ProSystem fx Engagement.

Topics

• Assessing your firm's goals
• Understanding your business environment, including departmental relationships
• Improving electronic processes
• Developing an implementation plan utilizing our Implementation Checklist
• Building a customized Firm Policies and Procedures guide for implementation and conversion to Prosystem fx Engagement's electronic workpaper environment
• Developing a standard binder template

Attendees

• Implementation Leaders/Champions Team 
• Administrative and IT representatives

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• Accounting-4 credits
• Management-4 credits

Prerequisites

• Read Policies

Objectives

• This Premium session is day two of our full Best Practices consultation, which is structured as a 2-day course.  Adding to the Standard Best Practices course, our Premium Best Practices session focuses on engagement management and workpaper management best practices. A knowledgeable consultant will guide your organization in completing a customized best practices/policies and procedures document to suite your business's workflow and organizational structure.  Additional time will also be available to discuss more complex technical, procedural and functional implementation issues. 

Topics

• Ensuring an in-depth understanding of the Implementation Checklist and related best practices
• Building a customized Firm Policies and Procedures guide for engagement management and workpaper management in Prosystem fx Engagement's electronic workpaper environment
• Developing additional firm standard binder templates

Attendees

• Implementation Leaders/Champions Team
• Administrative and IT representatives

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• Accounting-4 credits
• Management-4 credits

Prerequisites

• Read Policies
• Best Practice Consulting - Standard

Objectives

• Establish the foundation of knowledge required to efficiently and effectively utilize ProSystem fx Engagement for the most common accounting and audit functions with the Training I and Training II (Accounting and Audit) courses. In tandem, Training I (Accounting and Audit) and Training II (Accounting and Audit) represent the complete accounting and audit user curriculum. Both courses provide detailed instruction, presented in a realistic workflow, and are entirely hands on.

Topics

• Discussed in the Training I (Accounting & Audit) course:
  • Importing and converting data into a trial balance
  • Customizing financial statement groupings
  • Grouping accounts and booking journal entries
  • Generating trial balance reports
  • Creating analytical reports
  • Linking and automating workpapers and financial statements
  • Using tickmarks and workpaper referencing
  • Creating and managing workpaper notes
  • Collaborating and sharing documents with users from the office or remotely
  • Electronically reviewing and signing off workpapers and financial statements
• Discussed during the Training II (Accounting & Audit) course:
  • Performing consolidations, eliminating journal entries, and creating reports
  • Using Write-Up Trial Balance
  • Customizing the Trial Balance database (Fund, Divisional, Interim)
  • Using drill down and import/export functions
  • Customizing binders
  • Publishing workpapers and financial statements
  • Wrapping up a binder using the finalization wizard
  • Rolling forward for automatic pro forma and binder preparation
  • Synchronization options and tips

Attendees

• Training I (Accounting & Audit) course - users who perform financial statement prep, or financial statement prep and tax services
• Training II (Accounting & Audit) course - users who perform financial statement prep, or financial statement prep and tax services and have attended Training I (Accounting & Audit) or Training I (Tax)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Accounting-8 credits

Prerequisites

• Read Policies
• Basic knowledge of Microsoft Word, Excel and Windows
• Training II (Accounting & Auditing) course - users who have attended Training I (Accounting & Auditing) or Training I (Tax)

Objectives

• Establish the foundation of knowledge required to efficiently and effectively utilize ProSystem fx Engagement for the most common tax preparation functions with the Training I and Training II (Tax) courses.  In tandem, Training I (Tax) and Training II (Tax) represent the complete tax preparation user curriculum. Both courses provide detailed instruction, presented in a realistic workflow, and are entirely hands on.

Topics

• Discussed in the Training I (Tax) course:
  • Importing and converting data into a trial balance
  • Customizing tax groupings
  • Grouping accounts and booking journal entries 
  • Generating tax-specific reports
  • Automating tax workpapers
  • Using general tax templates
  • Understanding the tax export window
  • Creating and managing workpaper notes
  • Collaborating and sharing documents with users from the office
  • Electronically viewing and signing off workpapers
• Discussed during the Tax Training II (Tax) course:
  • Performing consolidations, eliminating journal entries, and creating reports
  • Using Write-Up Trial Balance
  • Customizing the Trial Balance database
  • ProSystem fx Dynalink best practices
  • Tax journal entries, including enhanced M-3 functionality
  • Diagnostic and integration functions
  • Tax grouping update process
  • Synchronization options and tips
  • Wrapping up a binder using the finalization wizard
  • Rolling forward for automatic pro forma and binder preparation

Attendees

• Training I (Tax) course - users who perform tax services without financial statement prep
• Training II (Tax) course - users who perform tax services and have attended Training I (Tax) or Training I (Accounting & Auditing)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Taxes-8 credits

Prerequisites

• Read Policies
• Basic knowledge of Microsoft Word, Excel and Windows
• Training II (Tax) course - users who have attended Training I (Accounting & Auditing) or Training I (Tax)

Objectives

• Reinforcing concepts from the Training I course, gain suggestions and recommended solutions from a knowledgeable consultant on how to set up and prepare engagements and workpapers, using your firm's own engagements, that incorporate your firm's standards. Since this course is spent with your real client data, you can structure them to be partially billable, which will reduce your overall training cost. Course includes hands on computer training.

Topics

• Converting actual data into your company's templates
• Connecting binder grouping lists with prior period financial statements
• Creating critical reports based on binder type
• Automating balances using financial statement links
• Preparing data for tax export (if applicable)

Attendees

• Training I attendees

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• Accounting-8 credits

Prerequisites

• Read Policies
• Training I course (either A&A or Tax) and Best Practices Consulting

Objectives

• Learn how to prepare financial statements and manage files and documents within Engagement.  Course includes hands on computer training.

Topics

• Navigating Engagement (including diagnostics)
• Sending and receiving documents through synchronization
• Adding, editing, and saving documents and files

Attendees

• Word processing and administrative users responsible for financial statement preparation and document management

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Accounting-4 credits

Prerequisites

• Read Policies
• Basic knowledge of Microsoft Word, Excel and Windows

Objectives

• Provide a thorough understanding of how to review workpapers using Engagement.  Course includes hands on computer training.

Topics

• Navigating Engagement (including diagnostics)
• Sending and receiving documents through synchronization
• Using workpaper notes and sign-off tools
• Reviewing with drill down TB link and quickview
• Using tickmarks and workpaper references
• Determining when to use locking and freeze
• Completing binders using the finalization wizard

Attendees

• Senior management personnel who only review workpapers

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Accounting-4 credits

Prerequisites

• Read Policies
• Basic knowledge of Microsoft Word, Excel and Windows

Objectives

• Used with the Compilation & Review and Local Government and Single Audit titles, learn how to modify a complex GASB 34 template to fit the needs of your particular engagement. Course includes hands on computer training.

Topics

• Discussed in the GASB 34 course:
  • Importing governmental trial balance data
  • Understanding the inter-relation of workpapers in the template
  • Completing the end product
  • Modifying the GASB 34 templates to fit client financials
  • Insuring the integrity of related financial statement linking
  • Using related reconciliation schedules

• Discussed in the GASB 34 - MTS course:
  • Understanding the inter-relation of workpapers in the template
  • Modifying the GASB 34 templates
  • Insuring the integrity of related financial statement linking
  • Using related reconciliation schedules

Attendees

• GASB 34 template users

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
• Accounting-8 credits (1-on-1)
• Accounting-4 credits (MTS)

Prerequisites

• Read Policies
• Training I course (either A&A or Tax)

Objectives

• Designed to provide participants with the knowledge and tools necessary to optimize the ProSystem fx Engagement tax binder, and it's integration with ProSystem fx Tax. Course includes hands on computer training.

Topics

• ProSystem fx Dynalink
• M-3 Groupings
• Book to tax adjustments
• Customizing tax groupings

Attendees

• Users who perform tax prep using ProSystem fx Tax

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Taxes-4 credits

Prerequisites

• Read Policies
• Training I (Tax) or Training I (A&A)

Objectives

• Designed to provide participants with the necessary tools needed to help increase their efficiency when creating and using ProSystem fx Engagement financial statements. Course includes hands on computer training.

Topics

• Customizing the Trial Balance database
• Linking and automating basic Financial Statements
• Advanced Trial Balance linking
• Linking Supplemental Schedules and the Cash Flow Statement
• Trial Balance database linking in Microsoft® Word

Attendees

• Users who perform financial statement preparation

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Accounting-4 credits

Prerequisites

• Read Policies
• Training I (Tax) or Training I (A&A)

Objectives

• CCH recommends you establish regular implementation meetings after completing your Engagement training. This Q&A course offers you the opportunity to have a qualified CCH consultant answer your questions in person.

Topics

• Distributing business-wide information (policies, new templates, or support tips)
• Engaging your peers with questions related to specific binders
• Building staff morale and confidence

Attendees

• Engagement users

CPE

• No CPE certificate(s)

Prerequisites

• Read Policies
• Training I course (either A&A or Tax)