Infotek Consulting LLC
Cost Pools Bootcamp
Join Infotek's Pools Bootcamp
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Enroll in Pools Bootcamp:
Pricing: $500
Dates: April 22, 23, 25, 29 and 30
Join us for an immersive 5-day journey where you’ll master the art of pool setup, learn advanced reconciliation techniques, and discover insider tips to streamline your processes. Led by industry experts, each 2-hour session is packed with actionable strategies and real-world examples to help you optimize your Costpoint usage and drive greater efficiency. Reserve your spot now and embark on a transformational learning experience that will empower you to excel in your role and achieve your business objectives.
Bootcamp Info:
Speaker:
The Pools Bootcamp be presented by our Principal Consultant, Shirley McNeel, CPA, CITP, CGMA
*Recordings will be provided after the training.
Cost: $500
Duration: 2 hours per day
Starting Time: 12pm Eastern
Dates: April 22, 23, 25, 29, and 30
Artifacts for Classes:
- Pool template workbook
- Numbering rules
- Slides and manual
- Calculation example workbook
Bootcamp Goals:
- Gain familiarity with pool setup rules in Costpoint
- Understand the creation of different pool types and allocations
- Differentiate between pools and service centers
- Explore Costpoint’s “waterfall” or “tiered” pool structure
- Learn to trace pool amounts to final cost objectives
- Receive detailed instructions on common pool types and reconciliation techniques
Bootcamp Topics:
Week 1 Schedule:
April 22 – Day 1: Pool and Allocations: Rules, Terms, Purpose, and Types
April 23 – Day 2: Service Center Options
April 25 – Day 3: Fringe and Overhead
Week 2 Schedule:
April 29 – Day 4: G&A and Reconciliation Tips
April 30 – Day 5: Reclass Pools (aka Credit Clean Up Pools)
