Below is a detailed description detailing each Community training track and the consultant who will be conducting the associated trainings.
Please use links to register for each session you will be attending.
Presenter
Gabrielle Sands — Finance
Implementation Consultant, Tyler Technologies, Inc.
In 2022, Gabrielle joined the PACE Team as a Financials Implementation Consultant. Within this role, she provides day-to-day consultation on best practices and effective utilization of various modules within Financials. Outside of work, she enjoys reading, traveling, and spending time with friends and family.
Sessions:
In this session, we will discuss preparation steps involved with a successful Year End Close process. The session will focus on best practices for Purchase Orders and Contracts, as well as how to effectively utilize Month End Manager and GL Table Validation programs for Year End preparation.
Objectives
- By the end of this session, participants will know how these transactions roll to the next fiscal year and what programs can assist with the Year End preparation process.
Prerequisite
Participants should have a basic understanding of the requirements for the Year End Close process.
1 Credit
Program Level: Intermediate
Prerequisites: Participants should have a basic understanding of the requirements for the Year End Close process.
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Finance
Attend Session
This session will focus on exploring tips and tricks within the Purchasing and Accounts Payable module. Participants will learn about various additional functionalities and fields that will expand their knowledge on the modules and potentially address organizational needs.
Objectives
- By the end of this session, the participants will have gained a larger understanding of the Purchasing/Accounts Payable modules
Prerequisite
Participants should have a basic understanding of the Purchasing and Accounts Payable modules.
1 Credit
Program Level: Basic
Prerequisites: Participants should have a basic understanding of the Purchasing and Accounts Payable modules.
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Finance
Attend Session
Presenter
Noel Wallace — Finance
Implementation Consultant, Tyler Technologies, Inc.
Noel Wallace is an Implementation Consultant with a strong background in the public sector software. With 30 years of industry knowledge, Noel brings a wealth of expertise to his role, helping organizations optimize their operations and systems. He has been part of Tyler Technologies since 2015. Outside of work, Noel enjoys spending time with his faithful canine companions Beau and Koda biking around the beautiful West Coast of Florida bordering the Gulf of Mexico.
Sessions:
In this session, participants will dive deep into the creation and management of a bid. The session will focus on utilizing Bid Central to streamline the making of a bid, ensuring that participants can use Bid Central interface for their bid processing. Through hands-on demonstrations, attendees will learn to integrate the tools effectively and efficiently to enhance their bid processing.
Objectives
- This session will familiarize participants with the Bid Central module.
- Acquire knowledge of setup and code tables available in Bid Central program.
- Gain practical skills in configuring and utilizing Bid Central processes.
Prerequisite
Participants should have a basic understanding of bid processes to fully benefit from the session.
1 Credit
Program Level: Basic
Prerequisites: Participants should have a basic understanding of bid processes to fully benefit from the session.
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Finance
Attend Session
Participants will dive deep into Project Ledger functionality. The session will focus on the creation and the management of that project. Through hand-on demonstrations attendees will learn to take advantage of Project Ledger functionality.
Objectives
- Develop a thorough understanding of the Project Ledger.
- Learn how to prepare and configure settings for generating expense and funding source reports.
- Learn best practices and recommended setting to optimize your projects.
Prerequisite
Participants should understand their project processes and how they interact with the General Ledger to fully engage with the content.
1 Credit
Program Level: Intermediate
Prerequisites: Participants should understand their project processes and how they interact with the General Ledger to fully engage with the content.
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Finance
Attend Session
Presenter
Martie Kaeding — HRM
Implementation Consultant, Tyler Technologies, Inc.
Martie Kaeding has been an HCM Implementation Consultant for 7 years with Tyler Technologies. She holds her SPHR and Lean Six Sigma Certifications and has 20 plus years of experience helping organizations optimize their operations and systems. Outside of work, Martie enjoys spending time with her young Grandchildren camping and traveling around the globe.
Sessions:
In this session, participants will learn how to maximize the Self-Service platform to enhance on their Recruiting process.
Objectives
- Understand how to generate a job posting to Self Service.
- Learn how to leverage the MSS Platform for Applicants and Hiring Managers.
Prerequisite
Participants should have a basic understanding of Recruiting and Position Control.
1 Credit
Program Level: Basic
Prerequisites: Participants should have a basic understanding of Recruiting and Position Control.
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Personnel/HR
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In this session, participants will explore the programs available to streamline the Beginning & Year End process for Payroll & Human Resources.
Objectives
- Develop a thorough understanding of what is available within the system.
- Learn how to prepare and configure settings for generating different processes.
Prerequisite
Participants should have a basic understanding of Payroll & HR reporting.
1 Credit
Program Level: Basic
Prerequisites: Participants should have a basic understanding of Payroll & HR reporting.
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Personnel/HR
Attend Session
Presenter
Addison Hernandez — HRM
Implementation Consultant, Tyler Technologies, Inc.
Addison has been with Tyler Technologies since 2019. Prior to joining Tyler, she spent 10 years working for a Tyler client in Texas, where she was actively involved in the implementation of the EERP system. She holds a bachelor’s degree in business management and brings a strong combination of client-side experience and product knowledge to her role.
Outside of work, Addison enjoys spending quality time with her husband of 14 years and their four children. She also has a passion for exploring new food and wine, making culinary experiences a favorite pastime.
Sessions:
This intermediate-level session is designed for end users who are already familiar with the basic configuration of Open Enrollment in EERP. The class will explore enhanced features and best practices related to section and choice setups, managing qualifying life events, and processing new hires. Attendees will gain deeper insight into these advanced tools, equipping them to elevate their Open Enrollment solutions.
Objectives
- Deepen understanding of advanced Open Enrollment features, including section and choice configurations.
- Learn how to effectively manage qualifying life events and new hire enrollment processes.
- Equip consultants with enhanced tools and strategies to deliver next-level Open Enrollment support to clients.
Prerequisite
Participants should have a basic understanding of Open Enrollment processes to fully benefit from the session.
1 Credit
Program Level: Intermediate
Prerequisites: Participants should have a basic understanding of Open Enrollment processes to fully benefit from the session.
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Personnel/HR
Attend Session
This foundational course provides a concise overview of the Personnel Action Entry process in EERP. Personnel actions are a straightforward yet powerful tool for tracking employee changes throughout their employment lifecycle. This session will break down the core concepts and demonstrate how to effectively utilize this functionality, making it easy for end users to confidently implement for their organizations.
Objectives
- Gain a comprehensive understanding of the core configurations required for the effective implementation of personnel actions.
- Learn how to design and configure a simple workflow to support initial implementation.
Explore the quick entry “wizard” programs associated with personnel actions—valuable tools that are often overlooked by clients.
Prerequisite
Attendees should possess a fundamental understanding of employee entry programs and their maintenance.
1 Credit
Program Level: Basic
Prerequisites: Participants should possess a fundamental understanding of employee entry programs and their maintenance.
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Personnel/HR
Attend Session
Presenter
George Maloney — Revenue
Implementation Consultant, Tyler Technologies, Inc.
George Maloney is an Implementation Consultant with a strong background in the public sector and utility industries. With 15 years of industry knowledge, George brings a wealth of expertise to his role, helping organizations optimize their operations and systems. He holds an Engineering degree and has been part of Tyler Technologies since 2022. Outside of work, George enjoys spending time camping, to unwind and recharge.
Sessions:
In this session, participants will learn how to update Utility records to show a new customer attached to a Utility Billing Account. The session will focus on Move In, Move Out, and Revert to Owner functions. We will also look at how new customers can be created, pending customers can be changed, and how to remove the wrong customer from an account.
Objectives
- Understand where each customer action should be used.
- Learn tips and tricks within customer actions and creating a new customer record.
- Develop a thorough understanding of how customer actions impact the utility billing workflow.
Prerequisite
Participants should have a basic understanding of the Utilities program to fully benefit from the session.
1 Credit
Program Level: Basic
Prerequisites: Participants should have a basic understanding of the Utilities program to fully benefit from the session.
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Finance
Attend Session
In this session, participants will explore the creation and management of Work Orders. The session will focus on utilizing UB Work Order/Print and other areas where work orders may be created and processed.
Objectives
- Understand common areas where work orders may be created.
- Learn how to efficiently use UB Work Order/Print for processing and completing work orders.
- Gain practical skills in configuring work orders to improve processes and efficiency.
Prerequisite
Participants should have a basic understanding of Utility Billing processes to fully benefit from the session.
1 Credit
Program Level: Basic
Prerequisites: Participants should have a basic understanding of Utility Billing processes to fully benefit from the session.
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Finance
Attend Session
Presenter
Phil Soule — Revenue
Implementation Consultant, Tyler Technologies, Inc.
Phil Soule is an Implementation Consultant with almost 20 years of working with Tyler’s Utility Billing, General Billing and Accounts Receivable products. In 2002 Phil began his career in Utility Billing Support; eventually transitioning over to the Utility Billing Implementation team in 2005. In his new role on the Pace Implementation team Phil loves working with existing clients and improving their day-to-day business practices. Outside of work, Phil loves spending time with his family and can be found attending many sporting events.
Sessions:
In this session, participants will review the setup, generation and completion of the bill run process. Throughout the demonstration, attendees will take a deep dive into understanding what each step of the bill run really accomplishes versus just going through each step clicking buttons.
Objectives
- Develop an understanding of each step of the bill run process.
- Learn the best practices on proofing the bill run prior to generating accounts receivable.
Prerequisite
Participants should have a basic understanding of the Utility Billing bill run process.
1 Credit
Program Level: Basic
Prerequisites: Participants should have a basic understanding of the Utility Billing bill run process.
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Finance
Attend Session
In this session, participants will gain an understanding of reviewing meter reads prior the bill run process. We will review exceptions rule; what drives the high/low warnings; billing read manager and other best practices prior to generating the bill run.
Objectives
- Develop a thorough understanding of the meter read review process.
- Learn how to prepare and configure UB Settings, Rates and Exceptions that drive the meter reading review process.
- Master the meter reading review process and learn best practices prior to starting the bill run.
Prerequisite
Participants should have a basic understanding of the meter reading exception process.
1 Credit
Program Level: Intermediate
Prerequisites: Participants should have a basic understanding of the meter reading exception process.
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Finance
Attend Session
Presenter
Hannah Church — System Admin
Implementation Consultant, Tyler Technologies, Inc.
Hannah Church is an Implementation Consultant coming from a background in agriculture and transportation. She holds a degree in Animal Science and has been part of Tyler Technologies since 2022. She loves teaching Hub and Workflow as well as problem solving with clients. Outside of work, Hannah enjoys baking, photography, and volunteering at her Church.
Sessions:
In this session, participants will have an overview of EERP Readyforms template creation and management. The session will focus on System Administration for Readyforms, Template creation, and Delivery Definitions. Through hands-on demonstrations, attendees will learn to integrate the tools effectively and efficiently enabling them to update forms efficiently saving time and money.
Objectives
- Learn how to add users and roles through EERP Readyforms System Administration.
- Understand how to create templates within EERP Readyforms Template Configuration.
- Building Delivery Definitions to allow EERP to use the templates created.
Prerequisite
Participants should have a basic understanding of Enterprise ERP printing such as checks or invoices, and access to EERP Readyforms and Delivery Definitions.
1 Credit
Program Level: Basic
Prerequisites: Participants should have a basic understanding of Enterprise ERP printing such as checks or invoices
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Business Management & Organization
Attend Session
In this session, participants will explore the key processes for building roles and navigating permissions. The session will focus on understanding how roles and permissions are assigned as well as best practices for setting up roles. Attendees will gain hands-on experience in using these tools to better understand the setup of their roles.
Objectives
- Develop an understanding of Role Based Access Controls
- Learn how to create, edit, search, and use Roles.
- Gain tips and tricks for auditing roles.
Prerequisite
Participants should have access to System Administration including General Administration and Security menu items.
1 Credit
Program Level: Basic
Prerequisites: Participants should have a basic understanding of their organizations roles and responsibilities to fully benefit from this session
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Business Management & Organization
Attend Session
Presenter
Rhett Brighton — System Admin
Implementation Consultant, Tyler Technologies, Inc.
Rhett Brighton is an Implementation Consultant who has been working with Tyler for 3+ years. He has trained and assisted many clients with numerous Tyler products such as TCM, Readyforms, Open API, etc. He is an expert in TCM but has his hands in many other programs. Rhett graduated from the University of Arkansas Fayetteville (WOO PIG!) and received his bachelor’s degree in business administration with a focus on small business entrepreneurship. Outside of work Rhett enjoys snowboarding in the Colorado mountains, camping, and spending time with his fiancée.
Sessions:
This session will provide an overview of the CM Onboarding process that will walk through, step by step, how the front end of the functionality works. This will be followed by instructions on how to build fillable forms, how to update email templates, and the added security groups that are required to use the onboarding functionality.
Objectives
- Understand how to create an onboarding packet from the Personnel Actions Screen and send to a new employee
- Walk through completion of forms by a new hire
- Review approval process for submitted forms
- Overview of how to build fillable forms within TCM
- Overview of email templates and how to update them
- Review security groups needed for onboarding
Prerequisite
Participants should have a basic understanding of HR hiring processes to fully benefit from the session.
1 Credit
Program Level: Intermediate
Prerequisites: Participants should have a basic understanding of HR hiring processes to fully benefit from the session.
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Business Management & Organization
Attend Session
Presenter
Andrew Gavitt — System Admin
Sr. Implementation Consultant, Tyler Technologies, Inc.
Andrew Gavitt is Sr. Implementation Consultant who has been working with Tyler Technologies for the past 11+ years with Content Manager. He is a subject matter expert in all facets of the TCM product and has assisted scores of clients through training sessions and troubleshooting. He attended the University of South Carolina (GO GAMECOCKS!) graduating with a degree in Business Administration and a double major in Sports Administration. Outside of work, Andrew enjoys spending time at the beach with his family and playing golf with his 9 year old daughter driving him around the course.
Sessions:
This session will provide an overview of the CM Onboarding process that will walk through, step by step, how the front end of the functionality works. This will be followed by instructions on how to build fillable forms, how to update email templates, and the added security groups that are required to use the onboarding functionality.
Objectives
- Understand how to create an onboarding packet from the Personnel Actions Screen and send to a new employee
- Walk through completion of forms by a new hire
- Review approval process for submitted forms
- Overview of how to build fillable forms within TCM
- Overview of email templates and how to update them
- Review security groups needed for onboarding
Prerequisite
Participants should have a basic understanding of HR hiring processes to fully benefit from the session.
1 Credit
Program Level: Intermediate
Prerequisites: None
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Business Management & Organization
Attend Session
Additional Information
Attendees are eligible to earn 1 CPE credit for attending each eligible Breakout Session attended, for a total of 4 CPE credits for the entire User Group Meeting. Please note attendance will be verified for CPE credit. Live attendance for at least 50 minutes per CPE-eligible session is required.
Tyler Technologies, 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 addressed to the National Registry of CPE Sponsors through its website: www.learningmarket.org. One CPE = 50 minutes of instruction
For more information regarding administrative policies, such as complaints and cancellations, Please contact: Enterprise ERP PACE Information EERPPACE@tylertech.com