2017 Foundation College Cleveland

2016-OCT FC header


May 15-16, 2017

Huntington Convention Center of Cleveland   |  1 St. Clair Ave. NE, Cleveland, OH 44114 

A room block will be held until April 14, 2017, for attendees at Cleveland Hilton Downtown.
(216) 413-5000 and mention offer code FOUNDATION SOFTWARE at the time of your booking. Discounted space is limited, so please reserve your room as soon as possible.
What's Included: 
The conference fee includes: two days of FOUNDATION learning, plus daily beverage service, lunches and snacks, and dinner on Monday night.

Travel and lodging are not included.

Excel: One Step Beyond

Scott Kern, Senior Consultant

CPE Credit:  Up to 18

Program Level:  Intermediate

Prerequisites/Advanced Preparation:  Attendees must bring a laptop preloaded with Microsoft® Excel® (version 2010 or later). This class is meant for more advanced, full-system users rather than single-module users. The optimal attendee will have access to most, if not all, modules within the system.

Course Overview

Are you ready to get more out of Microsoft® Excel® than your everyday use? Ready to go one step beyond? Learn how to consolidate and make sense of large data sets with powerful tools like pivot tables, interactive charts and time-saving macros to reduce redundant tasks.

      • Advanced Excel tables
      • Responsive pivot tables
      • Interactive pivot charts
      • Time-saving macros

Who should attend

Excel: One Step Beyond is designed for advanced users of Foundation who utilize high-level reports or who play a key role in the reporting process, regardless of the system area, but the optimal attendee will have access to most modules in the system. Attendees should have at least an intermediate level of experience in Excel by class time.

Effective Utilization of Foundation

Ryan Czaplenski, Field Trainer

CPE Credit:  Up to 18

Program Level:  Beginner/Intermediate

Prerequisites/Advanced Preparation:  This class will be most beneficial for full-system users rather than single-module users. The optimal attendee will have access to most, if not all, modules within the system.

Course overview

Whether you’ve just started using Foundation or you’ve been using it for years, make sure you’re getting the most out of it. We’ll show you how to streamline navigation to work more efficiently; shore up your system security; smooth out your month-, quarter- and year-end procedures; and get comfortable with complex reports.

      • Tips and tricks
      • User security best practices
      • Period-end procedures
      • Overhead Allocation and WIP

Who should attend

Effective Utilization of Foundation is perfect for less advanced users, whether they’re relatively new to Foundation or were brought on board after the training process wrapped up. Daily users who are looking for a refresher or a next step on system best practices are also invited to attend.


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: www.learningmarket.org.

Questions / Cancellations / Complaint Resolution

Contact our events coordinator at (800) 246-0800 or events@foundationsoft.com.

Other Important Details

The delivery method of all classes listed above is "Group Live," and the field of study falls under the classification of "Specialized Knowledge & Application."

Beverage service and snacks are included in registration price. Travel and lodging ARE NOT included.






Foundation College, Cleveland (May)

per person

Travel and Lodging are not included
in conference pricing.


Registration is on a first come,
first served basis.

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