Deltek Learning Zone Live for
Vantagepoint, Vision, Ajera, Costpoint, and Government Contracting Users

Dates:
December 7th for Vantagepoint, Vision and Ajera
December 9th for Costpoint, and Government Contracting

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

Speakers

Mason Holloway

Mason Holloway
Vice President, Deltek University

Tim Trail

Timothy Trail
Customer Success Manager, Deltek University

Instructor List

JC Barnhart has been part of the Deltek University team as a subject matter expert and instructor on Vantagepoint for the last 3 years. Prior to his work in DU he was on the Maconomy support team for 2 years and the Vision support team for over 9 years. Before joining the Vision team he worked on the Sema4 application support team. In 2003 he graduated from the University of Oregon business school with a degree in Accounting and since then he has been working at Deltek.
Marlaina Mandeville has been with Deltek since 2007. She is currently a Principal Instructor with Deltek University and was previously a Principal Customer Care Analyst with the Deltek Customer Care team. She holds a degree in Computer Information Systems and has a combined total of 22 years’ experience in the Accounting Software industry. Her experience includes On-site implementation, Quality Control, Documentation, Training and Customer Care/Support. Her areas of expertise include Deltek Vision/Vantagepoint Time, Expense, Payroll and Billing. Prior to Deltek, Marlaina worked for a couple of smaller software companies, an Internet Marketing Company and a Pharmaceutical manufacturer. Outside of work she enjoys travelling abroad, camping, hiking and bicycling with her husband and son.
Rich Hardin brings extensive experience as an expert for big data analytics applied to government and commercial businesses. He currently contributes to the Association for Analytics and Data Science Methods, Huntsville Chapter, and is a thought leader in analytics and the study of data science. Rich has been leading data analytics research and consulting for 15 years, with wide-ranging experience in fields that include scholastic, government, commercial and medical. He is currently leading several Data Science and AI implementations across various platforms. Rich is working on his doctorate in Data Analytics and serving as the BI architect and Data Scientist for VSE Corp, a diverse government contractor based in Alexandria Virginia. Before joining VSE, he served as the Senior Principal BI Consultant for Deltek Inc. serving a variety of federal contractors at home and abroad. Before that, he worked with several local companies in the Huntsville area where he attended university.
Managing Director Project Management
& 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.
Professional Highlights:
  • PSMJ Thrive Presenter
  • Deltek Insight Presenter
  • Ajera Users Association Presenter
  • Deltek Ajera Project Management Workshops
  • Deltek Ajera Financial Excellence Workshops
  • Deltek Ajera Consultant
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.
Professional Highlights:
  • 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
President, McKelvey Group
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.
Noah Leiden is a Partner and has been with Baker Tilly US, LLP since 2010. He has worked in government contracting consulting since 1991 serving professional services, information and communications, manufacturing, engineering, healthcare, higher education, and non-profit organizations doing business across the Department of Defense (DoD), Department of Health and Human Services and the Centers for Medicare & Medicaid Services and other major federal agencies. Noah has extensive experience providing a range of government contract accounting, pricing, business systems and internal controls oversight, and regulatory and contract compliance matters related to the Federal Acquisition Regulation (FAR), associated agency supplements, and the Cost Accounting Standards (CAS) to his clients. Prior to his start in consulting, Noah was with the Defense Contract Audit Agency.

Agenda

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
View Description
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
View Description
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.

Topics Include:
  • Navigation and finding your way around Vantagepoint
  • Standard and Advanced Searches
  • Creating Saved Searches
  • Using Saved Searches on Reports
  • Running Reports in Vantagepoint
  • Transaction Center:
    • Transaction Entry
    • Transaction Lists
    • Posting
A general understanding of the use of these functions in Vision a pre-requisite for this session.
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
View Description
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.

Topics Include:
  • Training with widgets on how to identify common setup item issues.
  • Training on GL mapping and how it can really throw off your financial reporting when it’s out of whack.
  • Common setup mistakes that can expose highly confidential information.
  • Why is it important to keep your setup items current?
  • Do you have wonky information and don’t know how to track it down? Our team will collaborate with you to provide insight into mystery data.
A general understanding of the Ajera Setup and Workflow items.
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
View Description
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
View Description
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.

Topics Include:
  • Info Center to Hubs Overview
  • Clients and Vendors
  • Projects and Opportunities
  • Screen Designer
  • User Defined Fields
A general understanding of the use of these applications and features in Vision is a pre-requisite for this session.
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
View Description
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.

Topics Include:
  • Let's collaborate on getting that information out of Excel and into Ajera!
  • Tracking Consultant insurance at the PROJECT level.
  • Recording special billing instructions for easy access during the Paperless Billing Review cycle.
  • Easy team collaboration and recording of AR Collections notes.
A general understanding of Ajera navigation and workflows are a pre-requisite for this session.

Click Here to Register





Agenda

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
View Description
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
View Description
Learning Objectives:
  • Understand why competitive analysis is so crucial to your win rate
  • Discover what you gain by using capture phase time to plan, gather data, and outline decision points
  • How to write teaming agreements to protect your interests
  • Learn how developing a pricing calendar and schedule will keep you focused on the right price
  • Appreciate how a compliance matrix and pricing outline ensure compliance
  • Discover how to manage subcontractor data calls
  • Ensure you get the results you need by using color team reviews and when to use them
  • Learn what is contained in the basis of estimate (BoE) and why you need it
  • Determine what is contained in the audit documentation file
  • Discover why you need a lessons learned as soon as the proposal is out the door and what it needs to cover
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
View Description
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
View Description
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.

Click Here to Register