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Finance FoundationsFinance AdvancedPM FoundationsPM AdvancedThought Leadership
Session 1

Accounts Payable AND 1099s


Unanet Lead: CSG


Clients:


CFO Score Board


Unanet Lead:


Clients:


Admin-->Setup→Project


Unanet Lead: UU


Clients:


***Project Optimization, Reporting, and Reforecasting with Plan Sets


Unanet Lead: CSG/UU


Clients:


managed separately

please contact Jo Marr at jmarr@unanet.com for more information


Session 2

***Simpler Invoicing


Unanet Lead: CSG


Clients:


***Converting Project Plans and Budgets into GL Budgets


Unanet Lead:


Clients:


Project Setup I


Unanet Lead: UU


Clients:


PM Score Board


Unanet Lead: EE


Clients:


Possibly Swami


Session 3

Leading KPIs of Positive Financial Performance


Unanet Lead: CSG


Clients:


***Obtaining a Clean DCAA Accounting System Certification


Unanet Lead:


Clients:


Project Setup II


Unanet Lead: UU


Clients:


***Automated Analyst including Process Automation and Integration using the IMU


Unanet Lead: EE


Clients:


see above




Session 4

***How to Prepare for a Purchasing System Review


Unanet Lead: Product Management and Partner


Clients:


***Credit Cards, Fixed Assets, and Other Accounting Efficiencies


Unanet Lead: CSG


Clients:


Project Accounting Reports


Unanet Lead: CSG


Clients:


Ad-Hoc Reporting


Unanet Lead: UU


Clients:


see above

Session 5

Introduction to Purchasing, possibly with customer early adopter


Unanet Lead:


Clients:


Cost Report Definitions & Usage


Unanet Lead: CSG


Clients:


Project & People Reports


Unanet Lead: UU


Clients:


****Compliance: DCAA and Contract Management


Unanet Lead:


Clients:


***Custom Reporting and Business Intelligence Roadmap



Unanet Lead: Sharon Edelman, Michael Ribnik




Clients:


Session 6

GL Budgets


Unanet Lead:


Clients:


Purchasing - PRs, ODCs, and Items


Unanet Lead: Product Management


Clients:



Project Notes


Unanet Lead: UU


Clients:


EVM


Unanet Lead:


Clients:


see above



Session 7

Admin - Setup - Accounting


Unanet Lead:


Clients:


Calculating Forward Rates & Pricing


Unanet Lead:


Clients:


Assignments


Unanet Lead: CSG


Clients:


CRM (Pipeline Management & Org Activity)


Unanet Lead:


Clients:


see above



Session 8

***Cease the Chaos: Streamlining Month End Close, Including reconciling PL to GL


Unanet Lead:


Clients:


***Indirect Rates: From Pools to Submission (ICS)


Unanet Lead:


Clients:


***Saving Time and Ensuring Control: Business Rules Enforcement and Appropriate Visibility and Access -

(BRE/Org access)


Unanet Lead: UU


Clients:


***Pushing the Envelope: Extending Unanet Beyond What You Thought Was Possible


Unanet Lead:


Clients:


Financial Executive Perspectives Panel: Migrating from Legacy Systems

Considering moving to Unanet Financials?



Unanet Lead:




Clients:



"***" indicates session that includes revitalized content from last year.


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