Education

Financial

Product Direction: CGI Advantage Financial Management

(Financial)
111
Monday 9:45 am – 10:45 am
Type/Level: Update
CPE Subject Area: Specialized Knowledge and Applications
Duration in hours: 1.0 hour
Onsite credits: 1.0 credit

As trends in government and technology continue to evolve rapidly, CGI continues to adapt our longer-term initiatives for release 3.11 (and beyond) to meet the needs of change. Join this session for an overview of our current product roadmap, including an overview of CGI's vision for mobile technology to address the needs of an increasingly mobile workplace. We will update you on the plans for release 3.11 and allow you to offer input into the future direction of the CGI Advantage Financial Management (FM) solution.

Learning Objectives

After completing this session the attendee should be able to:

  • Recall proposed enhancements included in CGI Advantage release 3.11
  • Describe the overall strategic direction of FM

 

What's New in CGI Advantage Financial Management Release 3.10

(Financial)
121
Monday 11:00 am – 12:00 pm
Type/Level: Overview
CPE Subject Area: Accounting
Duration in hours: 1.0 hour
Onsite credits: 1.0 credit

By listening to clients and analyzing market demands, CGI continues to enrich the functionality provided in CGI Advantage Financial Management. Attend this session to hear about enhancements to future document triggering, new accounting journal download capabilities, support for cost accounting reference table attachments and many more exciting new developments.

Learning Objectives

After completing this session the attendee should be able to:

  • Recall features about the new Debt Management module
  • Summarize existing Treasury Accounting functionality and recent enhancements in this area

 

Introduction to CGI Advantage Cash Management

(Financial)
131
Monday 1:30 pm – 2:30 pm
Type/Level: Basic
CPE Subject Area: Finance
Duration in hours: 1.0 hour
Onsite credits: 1.0 credit

The new Cash Management module combines existing Treasury Accounting functionality and Debt Management capabilities just introduced in release 3.10. CGI Advantage Financial Management has expanded in a very significant way to include a means for you to define, manage, and report on your bond authorizations, individual bond issues, leases, and loans. Once defined, each can be referenced in almost every area of the application to track spending, revenue, budget, and any other type of accounting to an individual debt instrument. All the necessary accounting over the life of the debt instrument can also be performed automatically for you. Attendees will also be provided with a reminder of Cash Sweep and Income Allocation functionality and release 3.10 enhancements in this area.

Learning Objectives

After completing this session the attendee should be able to:

  • Discuss features of the Cash Management module
  • Describe the new functionality of Cash Management and list implementation benefits

 

Grants: Report from the Field on Grants Lifecycle Management and Cost Accounting

(Financial)
141
Monday 2:45 pm – 3:45 pm
Type/Level: Intermediate
CPE Subject Area: Specialized Knowledge and Applications
Duration in hours: 1.0 hour
Onsite credits: 1.0 credit

Are you looking for ways to improve your management of grants, both to receive more awards and to optimize the grant awards you have? CGI Advantage Grants Lifecycle Management (GLM) has been in use at some CGI Advantage sites for several years. Come hear about lessons learned, best practices, and the results that GLM has brought these organizations. More general use of cost accounting functions like grant budgeting and automated reimbursement will also be discussed.

Learning Objectives

After completing this session the attendee should be able to:

  • Describe the process of grant application tracking and understand how it ties to increasing grant revenue
  • Define a strategy to implement cost accounting features to streamline grant management

 

Exploring Options for Automating the Addition of Fixed Assets Records in CGI Advantage Financial Management

(Financial)
211
Tuesday 9:45 am – 10:45 am
Type/Level: Intermediate
CPE Subject Area: Finance
Duration in hours: 1.0 hour
Onsite credits: 1.0 credit

CGI Advantage Financial Management provides several methods for the addition of fixed asset records. This session will include an overview of each method and provide context for the usage of each method. Both automated methods, including program asset generation, fixed asset shell generation and fixed asset intent processing, and manual methods will be addressed. Attendees will become more familiar with options they may not have previously considered, but may be appropriate for future rollout.

Learning Objectives

After completing this session the attendee should be able to define options for the addition of asset records.

 

Maximizing User Efficiency by Leveraging User Interface Enhancements and Other Options for Increasing Productivity

(Financial, Procurement)
221
Tuesday 11:00 am – 12:00 pm
Type/Level: Advanced
CPE Subject Area: Specialized Knowledge and Applications
Duration in hours: 1.0 hour
Onsite credits: 1.0 credit

Release 3.8 introduced a major overhaul to the user interface (UI) across the ERP suite. Release 3.11 will see further improvements to the UI. This session will examine how existing UI options can be leveraged to enhance the experience of CGI Advantage Financial Management users. In addition, the session will explore data entry saving mechanisms and related best practices for increasing efficiency and productivity.

Learning Objectives

Upon completion of this session the attendee should be able to:

  • Describe the benefits of user preferences
  • Define options for increasing user productivity using user preferences

 

Leveraging CAFR Reporting for Non-CAFR and CAFR Reports

(Financial, Business Intelligence)
231
Tuesday 1:30 pm – 2:30 pm
Type/Level: Intermediate
CPE Subject Area: Accounting
Duration in hours: 1.0 hour
Onsite credits: 1.0 credit

The CAFR/Financial Reporting module was introduced in Release 3.9. This module offers the ability to automate many of the complex financial and non-financial statements. CGI Advantage Financial Management does not contain all of your necessary financial data and very little of the non-financial, or statistical data; therefore, this module provides a central repository of additional information, allowing for the elimination of many of the external spreadsheets and systems that are used in statement preparation. This session explores one of the best kept secrets in the CGI Advantage ERP suite, introducing financial managers to the module with samples for report building, selection, input of external data, and reports.

Learning Objectives

After completing this session the attendee should be able to:

  • Recall configuration steps for implementing CAFR Reporting
  • Understand CAFR Reporting in CGI Advantage

 

Panel Discussion: Banking in CGI Advantage

(Financial)
241
Tuesday 2:45 pm – 3:45 pm
Type/Level: Intermediate
CPE Subject Area: Finance
Duration in hours: 1.0 hour
Onsite credits: 1.0 credit

The CGI Advantage Financial Management application is designed to interact with banks in many ways. Join this panel session to explore many of those automated interfaces and related best practices in areas, such as, fraud prevention for our state and local government clients. Discover new trends in areas such as electronic funds transfer and ePayables, and how those changes have been and continue to be addressed in the future direction of the product.

Learning Objectives

After completing this session the attendee should be able to:

  • Describe all existing and planned bank functionality and interfaces
  • Describe best practices in fraud prevention and saving money

 

Maximizing Cash In-Flow from Accounts Receivable

(Financial)
251
Tuesday 4:00 pm – 5:00 pm
Type/Level: Intermediate
CPE Subject Area: Finance
Duration in hours: 1.0 hour
Onsite credits: 1.0 credit

The Accounts Receivable module includes some of the more under-employed functionality in the CGI Advantage ERP suite. Attend this session to see how some of this functionality can be used to facilitate increased collection of outstanding debt and improve your overall cash position. Payment plans, finance charges and vendor intercepts are three of the mechanisms that will be explored for the collection of outstanding debt.

Learning Objectives

After completing this session the attendee should be able to:

  • Describe how payment plans allow customers to pay back an outstanding receivable over an extended period of time
  • Recall the process for assessing penalties and interest to past due receivables
  • Describe how vendor intercepts are being used to collect outstanding debt without receiving cash directly from the customer

 

Tracking Indirect Costs: Using Cost Allocation, Overhead, and Internal Costing

(Financial)
258
Tuesday 4:00 pm – 5:00 pm
Type/Level: Intermediate
CPE Subject Area: Finance
Duration in hours: 1.0 hour
Onsite credits: 1.0 credit

Charging indirect costs is an important way to track the full cost of delivering services and to maximize reimbursements from grantors. CGI Advantage provides a number of methods to capture indirect costs. Learn about the tools in the software that you have and how to apply each one based on real-life business scenarios from the CGI Advantage community.

Learning Objectives

After completing this session the attendee should be able to:

  • Define indirect costs and why they are important to track
  • Describe the major tools in CGI Advantage for indirect costs, when they apply, and where to go for more information