Foundation College

Foundation College Pre-Conference - May 12 & 13, 2014 in Cleveland, Ohio!

Sessions are between 8:00am and 5:00pm with schedule breaks and lunch.


OPTION 1:  FOUNDATION® for Beginners - Mastering the 6 Base Modules
Led by Tom Greco & Derek Eklum
CPE Credit:  Up to 14.5 hours
Program Level:  Basic

Designed for users who are new to the system, or those who want to better understand basic system usage and flow, this course will teach you the best practices for entry and reporting in FOUNDATION's Base 6 Modules -- Accounts Payable, Accounts Receivable, PO/Subs, Payroll, Job Costing, and the General Ledger.

You'll learn how to perform essential daily tasks to get the most out of FOUNDATION's core modules.  You'll also be introduced to FOUNDATION's DataGenie report writers, and find out how you can use these tools to see the data your company needs to see!

By the end of this two-day course, you'll have a thorough understanding of the base system and a great platform for taking your company's usage to the next level.



OPTION 2:  Advanced Data Analysis & Query Building wtih Microsoft® Excel
Led by Scott Kern
CPE Credit:  Up to 14.5 hours
Program Level:  Advanced

During this workshop, you'll learn how to harness the power of the FOUNDATION® relational database to create a multitude of custom reports, queries, macros, and pivot tables.  Led by seasoned database expert Scott Kern, attendees will review FOUNDATION's table structure and learn a variety of advanced data analysis functions, such as joining multiple tables for advanced reporting; merging queried data into Microsoft® Word documents; creating pivot tables to organize data and pivot charts to view data graphically; formatting data in Excel using macro commands; creating advanced Excel functions and calcuations; and so much more!  

     - Understand what a relational database is and what it can do
     - Find data within FOUNDATION's table structure
     - Join multiple tables to utilize advanced reporting functions
     - Merge queried data into Microsoft Word documents
     - Create pivot tables to organize data and pivot charts to view data graphically
     - Design advanced Excel functions and calculations to easily format data
     - Build effective filters and sorts in Excel and Microsoft query



Registered CPE Sponsor
NASBA CPE Sponsor Logo

Foundation Software, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


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