Join Us for a 1-day Virtual Live Learning Experience Designed for Hands-on Instruction for Costpoint, Government Contracting, Vision, Vantagepoint and Ajera Users
The Deltek Learning Zone Virtual Live sessions are a 1-day fully immersive learning experience designed to give users a focused learning environment to deepen and broaden their product skills and knowledge.
Now offering registration for half-day sessions for all tracks.
Event highlights include:
- Hands-on practice using Deltek’s Learning Lab training environment
- Access to our experienced instructors and their real-world insights
- Customized learning experience across multiple content areas
- A fun, interactive map with access to all our your sessions in one place
- Full-day discounts will be available for registration during Virtual Insight, so visit our XPO Hall
COST: $595 for full-day or $300 for half-day per person
Cancellations will be refunded, minus a $100 processing fee per registration. Please send cancellations on or before the following dates:
- November 23, 2021 December 7th classes
- November 24, 2021 December 9th classes
No refunds will be given for any event cancellations received after these dates.
Email questions or event cancellations to: DeltekUniversity@dlz.deltek.com
Any Questions? EmailDeltekUniversity@dlz.deltek.com
Vice President, Deltek University
Customer Success Manager, Deltek University
& Ajera Consulting
Val assists clients with assessing workflows and finding efficiencies with their ERP systems. Val specializes in assisting clients with Project Management training and leveraging the tools and processes to optimize delivery and profits.
- PSMJ Thrive Presenter
- Deltek Insight Presenter
- Ajera Users Association Presenter
- Deltek Ajera Project Management Workshops
- Deltek Ajera Financial Excellence Workshops
- Deltek Ajera Consultant
Connie has over 20 years experience in the A/E space and brings a passion for assisting with all things Project to each of her Clients/Engagements.
- Long term Ajera User in an AZ Architectural firm
- Project Management Training Experience
- A gift for helping PMs understand the Financial aspect of Project Management
Matthew McKelvey has over twenty-five years’ experience in Finance/Accounting, Government Contracting, Business Valuations, Process Optimization, and Training. Matt is President and CEO of The McKelvey Group and is widely respected as a subject matter expert in both commercial and Federal marketplaces. He brings his extensive experience working with large, medium, and small companies to help his clients achieve the growth objectives of their owners. As a consultant and CFO, he is well known for his expertise in working with organizations as they seek to create or improve their relationships with the Federal Government through price and proposal strategies, compliance, accounting, and training. In addition to direct client consulting in these areas, Matt demonstrates his comprehensive expertise through various speaking engagements and the Government contracting courses he instructs, including Cost/Price Proposal Workshops, DCAA Audit Preparation, Earned Value Management Systems, and Incurred Cost Submissions. Matt teaches his courses through several venues including training companies, conferences, and for individual clients. The McKelvey Group is a National Association of State Boards of Accountancy (NASBA) recognized Continuing Professional Education (CPE) program sponsor providing CPE credits in accordance with nationally recognized standards.
Professional Services (Vantagepoint, Vision, Ajera) Tuesday, December 7th
|11:00am-11:30am EST||General Session-Morning|
|11:45am-12:00pm EST||Connect to Cloudshare Environment|
|12:00pm-3:00pm EST||Session 1 (Includes Breaks and Activities)|
|3:00pm-3:30pm EST||Lunch/Afternoon Break|
|3:30pm-4:00pm EST||General Session-Afternoon|
|4:15pm-4:30pm EST||Connect to Cloudshare Environment|
|4:30pm-7:30pm EST||Session 2 (Includes Breaks and Activities)|
|Track Name||Time||Session Titles||Instructor||Duration||Description|
|General Session||11:00am - 11:30am EST||Welcome to Customer Enablement's DLZ Live Event||Mason Holloway||30 minutes|
|Vantagepoint||12:00pm - 3:00pm EST||Increase Visibility with Improved Vantagepoint Dashboards||JC Barnhart||3 hours||
Learn how to utilize new Dashboard Designer functionality in Deltek Vantagepoint to improve visibility and monitor key performance indicators through the use of tables and charts. In this class we will cover creating tables and charts based on transactional information relating to employees, projects, and account information.
|Vision||12:00pm - 3:00pm EST||Crosswalk from Vision to Vantagepoint: Navigation, Searches, Reports and Transaction Center||Marlaina Mandeville||3 hours||
This interactive 3 hour Hands-On Vision to Vantagepoint Crosswalk Workshop will help Vision users to translate some of the most common and widely used features in Vision and become familiar with where these features are located in Vantagepoint and how to use these features in Vantagepoint. The instructor will guide the participants in creating Saved Lookups and Searches in Vantagepoint, using those saved searches on Reports and running a variety of reports in Vantagepoint using saved searches as well as creating new Lookups. In addition, the Instructor will discuss the Transaction Center and will guide participants in a variety of hands-on activities in a supplied sandbox environment to highlight the differences between Vision and Vantagepoint and to enforce the topics discussed.
|Ajera||12:00pm - 3:00pm EST||You Don't Know What You Don't Know - What is Lurking Under the Surface with Your Data?||Valerie Higgins||3 hours||
This interactive 3-Hour session we will utilize dashboards and widgets designed to uncover data issues that the end user may be unaware of. There are data setup issues that can cause inaccuracy with project and financial reporting that aren't easy to spot if you don't know what you are looking for. Our team of Ajera Consulting experts will share our tips and tricks on identifying the issues that may be out of sight and out of mind.
|General Session||3:30pm - 4:00pm EST||Walkthrough and Q&A with Our DLZ Expert||Tim Trail||30 minutes|
|Vantagepoint||4:30pm - 7:30pm EST||Implementing Effective Workflows in Vantagepoint||JC Barnhart||3 hours||
Learn how to create Scheduled and User initiated Workflows to aid in automating your business process. This class will cover creating workflows that will enforce data quality accountability through the use of alerts, emails, field requirements by utilizing the various tools available through Workflows.
|Vision||4:30pm - 7:30pm EST||Crosswalk from Vision to Vantagepoint: Info Centers to Hubs, Screen Designer and User Defined Fields||Marlaina Mandeville||3 hours||
This interactive 3 hour Hands-On Vision to Vantagepoint Crosswalk Workshop will help Vision users understand the migration from Info Centers to Hubs, including the merging of several Info Centers (Projects & Opportunities, Vendors & Clients). In addition, the Instructor will discuss the new location of Screen Designer and User Defined Fields and will guide participants through a variety of hands-on activities in a supplied sandbox environment to enforce the topics discussed.
|Ajera||4:30pm - 7:30pm EST||Are You Relying on Excel Exports for Daily Tasks? Are You Relying ion Tools Outside of Ajera to Record Information such as AR Notes, Consultant Insurance, or Other Items?||Connie Haakinson||3 hours||
This interactive 3-hour session will utilize dashboards and widgets designed to provide efficiency with gathering reporting information that may be challenging for your team today. Let's try to eliminate Excel exports and extraneous reports - our expert Ajera PM Consultants will share tips, tricks, and ideas to make your life easier and to find efficiency in your day to day tasks with Ajera.
Click Here to Register
Government Contracting, Thursday, December 9th
|8:00am-8:30am EST||General Session-Morning|
|8:45am-9:00am EST||Connect to Cloudshare Environment|
|9:00am-12:00pm EST||Session 1 (Includes Breaks and Activities)|
|12:00pm-12:30pm EST||Lunch/Afternoon Break|
|12:30pm-1:00pm EST||General Session-Afternoon|
|1:15pm-1:30pm EST||Connect to Cloudshare Environment|
|1:30pm-4:30pm EST||Session 2 (Includes Breaks and Activities)|
|Track Name||Time||Session Titles||Instructor||Duration||Description|
|General Session||8:00am - 8:30am EST||Welcome to Customer Enablement's DLZ Live Event||Mason Holloway||30 minutes|
|Costpoint||9:00am - 12:00pm EST||The Transformative Power of Costpoint BI: Turn Your Data into Knowledge||Rich Hardin||3 hours||
Looking for your data? Not sure where in the framework you need to go? Have you asked the question “Where can I find the specific data I need in relation to the Costpoint screen I am looking at?” Fear not, as we dive into the world of metadata and where to find exactly what you are looking for without having to know the entire database structure.
|Government Contracting||9:00am - 12:00pm EST||Optimizing the Pricing Process to Maximize P-Win!||Matt McKelvey||3 hours||
|General Session||12:30pm - 1:00pm EST||Walkthrough and Q&A with Our DLZ Expert||Tim Trail||30 minutes|
|Costpoint||1:30pm - 4:30pm EST||Get the Biggest Bang for Your Buck with Costpoint BI Executive Dashboards||Rich Hardin||3 hours||
Learn how to create your own dashboards with advanced visualizations and interactivity with the newest release of Costpoint Enterprise Reporting. The items that previously took hours to build, now take mere minutes. Now, there is no need to be a BI architect, instead, a simple question can start your path to meaningful visualizations.
|Government Contracting||1:30pm - 4:30pm EST||The DFARS Accounting System: Understanding the System Criteria, Relationship with Other Business Systems and Best Practices in Preparing and Managing Audits||Noah Leiden||3 hours||
This session will focus on what every organization needs to know about the DFARS Accounting System, starting with what the accounting system really is and how it’s composition addresses the associated criteria. Next, the session will focus on discussing each of the 18 criteria and DCAA’s expectations for each. Along the way we will identify the impact the accounting system criteria have on the compliance of other DFARS business systems. Finally, the session will close with best practices as to what an organization can do to prepare for as well as manage the audit for a successful outcome.