Vista Bootcamp for
CFOs and Controllers
Create Confidence & Clarity Around Financial Decision Making
Part one of bootcamp focuses on CFO roundtable, discussions and training.
Part two of bootcamp focuses on saving money by streamlining Vista processes.
Vista Bootcamp for CFOs
"What should a CFO know about Vista? Can you train me?"
The Initiative
We received the above request from a CFO new to Vista asking for training. This led us to consider: "What should a CFO know about Vista?" and "How can we offer the most assistance?"
The Program
We then organized our first CFO Bootcamp and invited 12 CFOs and Controllers from across the country to engage in a discussion that led to the following format.
The Details
3.5 day intensive format broken out into two sessions: part one for CFOs and part two for Financial Controllers. Cost: $6,000 covering up to two attendees per organization.
Learning Outcomes
2 SESSIONS
3.5 Days
Tuesday-Wednesday
CFO training
Hear from your peers and experts on:
- Module Overview
- Commited Cost
- WIP, Pros, Net Change, Close Procedure
- EM Overview
- • Ea Rev
- • Sweet Spot
- • Churn Chart
- Show + Tell
- PowerBi + Reporting (Source One Dashboard)
- Vista Web
- • Onboarding
- • PO
- • Inventory
- • Expense
- • Safety
Lunch will be provided!
Thursday- Friday
Controller training
All the detail you ever wanted (and more) on:
- User Dashboards + Custom Field Wizard
- CM Clear Entries
- GM Auto Entries
- AP
- POs + Subcontract Compliance
- Cost Projections + Revenue Projections
- Job Billing - Progress + T + M
- AR
- Service Management
- EM Loans, Recessions, Depreciations
- Inventory
- Material Sales
- Admin + Security
- Documentation
- Notifiers
- Payroll + HR
- Imports
Lunch will be provided!
CFO Vista Bootcamp
Understand Vista, the IT environment, and the actionable insights you can put to work. Each organization can send up to two attendees.
Join us at the Silvertrek office in Southwest Washington for this exclusive event!