Elevate 2025 in Salt Lake City Utah on June 23 to 26 - Sessions

Join us for an immersive pre-conference training session tailored to equip teachers and administrators with the foundational skills needed to efficiently manage classroom tasks using the SIS Classroom. This hands-on session will explore key tools and workflows, including attendance, lunch ordering, grading, and communicating with families aensuring you're prepared for a seamless start and smooth management of the school year.

"Get ready to unlock the full potential of Premier Billing with this engaging session designed for schools that are, or will be, Premier Integrated! Discover how to efficiently manage incidental charges, including options for Cafeteria, Child Care, General Charges, Course Fees, FACTS Cash Register, and Recurring Charges. Join us to master these features, streamline your billing processes, and make managing school finances a breeze!
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Ditch the paper forms and join us for an exciting session tailored for administrators, where you'll master the art of creating and managing web forms within the FACTS Family Portal. Discover how to empower parents, students, and staff members to effortlessly submit surveys, registrations, volunteer information, and more—all electronically. Plus, learn how to seamlessly save these submissions directly to the FACTS SIS database. Don't miss out on this opportunity to streamline your processes and enhance communication!

This session is designed for school accountants not currently using FACTS Advanced Accounting software. We will provide an opportunity to learn more about what features the software offers and the benefits it provides!

Setting your families up for success during the application process not only reduces their stress – but can save you lots of time as well! In this session we will go through the family process in FACTS Grant & Aid, customization options, reviewing family progress during the application season, and other tips for helping create a smooth experience.

Eager to effectively navigate and grow your FACTS School Site website’s effectiveness? In this course, a FACTS School Site expert will teach you to master our Content Management System (CMS) in School Site to strategically communicate with current and prospective families. Ready to master the announcement and calendar functions, navigate through the page builder, create and edit forms, and upload and organize your files? This session will make sure you are equipped and ready for your new prospects and returning families this fall.

Determining an award amount is a balancing act between the families need, available funding, enrollment goals, and your school or organization’s mission. In this session we will discuss awarding techniques, how to leverage the FACTS system to help automate awarding, and ways to analyze the effectiveness of your tuition assistance program.

New to FACTS Giving or thinking of implementing it at your school next year? Join our Giving team for A – Z training.

New to the FACTS Family Custom App or thinking of implementing it at your school next year? Join our team for A – Z training and best practices.

This session is for school accountants that are already using Advanced Accounting that would like some additional training or explanation of the FACTS Month-end Checklist process.

• Dive into best practices around data privacy and security for your school.
• Explore investigations, data protection strategies, and access controls.
• Learn how to create a culture of security awareness among staff and students, and implement secure data handling practices.
• Following this Google for Education workshop, Educator Level 1 certification exam vouchers will be provided. Learn more about Google certification.

Current users of Advanced Accounting are invited to join us for a Q&A session where you can learn from both an instructor and your peers. Gain a deeper understanding of your general ledger account mapping and FACTS reporting and return to your school with enhanced knowledge and confidence in managing your accounts. Don't miss this opportunity to improve your skills and connect with others!

Get ready for an engaging and informative FACTS SIS training session designed for new administrators! In this session, you'll learn how to customize your database with defined lists, portfolio groups, and user-defined fields, as well as manage crucial student information such as behavior records, parent-teacher conference details, and student portfolios. We'll also cover effective communication strategies, including sending emails to families and managing their access in the Family Portal. Additionally, you'll gain essential skills in attendance management and learn how to run various reports using the Report Manager. This comprehensive training is designed to equip you with the tools and knowledge needed to efficiently navigate and utilize FACTS SIS.

Let's dive into the essentials of FACTS SIS for new administrators! This training will guide you through navigating the home page to locate key resources and configuring your system's basic settings, such as year and term, system defaults, grade levels, and attendance, including identifying school holidays. You'll also learn how to manage Family Portal configuration settings and create announcements and calendar events to effectively communicate with families. This comprehensive training is designed to equip you with the skills needed to efficiently manage and utilize FACTS SIS.

In this workshop there will be a short review of the processes to close out a school year and open a new year in FACTS SIS followed by facilitated working time to collaborate and to walk through closing out your 23-24 school year and preparing to open up your 24-25 school year.  

Simplify school scheduling with this engaging seminar on K-8th grade scheduling in FACTS SIS. Learn to confidently navigate the scheduling tools and organize courses and classes with ease. You'll also discover practical techniques for managing group enrollments, helping you streamline your processes and support your school’s unique needs.

Join us for an interactive workshop where you'll get hands-on experience with schedule creation using the Auto Scheduler. We'll kick off with a quick review of the scheduling process, then dive into collaborative working time to help you build your schedule. To get the most out of this session, you'll need to know in advance how to create templates, build schedule patterns, and collect course requests from students. Make sure you come prepared with student course requests for the 2024 - 2025 school year for grades 9 - 12 already collected in the SIS. Let's create an amazing schedule together!

New to the world of admissions and need some professional development to get you grounded in your position? Learn what is best practice in each area of admissions from an Enrollment Management Pro. Gain an awareness and appreciation for the numerous ways you can customize your FACTS experience to supercharge your admission process. 

(For those who have navigated 2+ admissions seasons with FACTS.) Embrace the full capabilities of your A&E system. Comfortable navigating your A&E screens but ready to take it up a notch? We’ll provide a quick check-up and then prescribe the most helpful advanced features in Inquiry, Application and Enrollment. You’ll walk away empowered to utilize your resources to accomplish more in less time.  

In this session, we will explore various options for adding transactions to pending agreements and learn how to finalize these agreements according to your school's configured boarding method. We'll also discuss the critical role of roster management within FACTS Tuition Management. Key topics include: Family Experience Selecting a Plan, Navigating the Pending Dashboard, Transaction Application Methods, Payment Plan Customization, Finalization Deadlines, Pending Agreement Reports, Efficiencies & Best Practices, and available Resources.

Join us as we cover a range of important topics to help you manage payment plans effectively. We'll start with identifying the servicing location per product and exploring the various servicing options available. You'll learn the difference between transferring credits and transferring funds, as well as how to transfer credits between products and terms. We'll also discuss mass balance adjustments and best practices for terminating a payment plan. Finally, we'll provide you with valuable resources to support your ongoing efforts.

Join us for an informative session designed for schools that are, or will be, Premier Integrated! Learn how to effectively use both FACTS SIS and FACTS Financial Management together to keep your roster clean and up-to-date. We'll share tips and tricks to optimize your FACTS system, show you how to enter and update demographic information and discuss best practices for managing split and complex family situations. Join us to master these tools and ensure smooth, efficient operations at your school!

Let's explore the Lunch Ordering features within FACTS SIS - Cafeteria. We'll review how teachers can manage daily orders directly from the classroom, the various options available for parents to order lunches with or without payment, and how staff can conveniently order their own meals. Additionally, we'll dive into the reporting tools that help track and manage all this information efficiently.

Understanding the significance of portfolio management is essential for saving time and energy on requests for past documentation from your school. Join this comprehensive course designed to equip you with the knowledge and skills necessary to effectively set up and manage information in online portfolios within FACTS SIS. Enhance your efficiency and ensure seamless access to important documents with this essential training!

Discover how to automate essential FACTS SIS tasks typically handled manually by an Administrator. In this session, you'll learn to automate processes such as sending attendance emails, generating gradebook reports, and providing behavior updates to parents. Join us to streamline these tasks and enhance your administrative efficiency!

No matter the size of your institution, managing data efficiently is crucial. Join us for a session where we'll discuss and demonstrate best practices within FACTS SIS to maximize your time and resources. From tracking t-shirt sizes to managing program requirements, FACTS SIS has a place for all your data. Learn how to streamline your data management and make the most of your system's capabilities!

Elevate your grading game! For teachers, effectively managing the Gradebook is crucial. In this session, we'll work together to configure your gradebook options, set up grading categories, and create and grade assignments. We'll also share tips and tricks to make this process as seamless and efficient as possible. Join us to master your Gradebook and streamline your grading workflow!

Join us for an interactive workshop where we'll explore the main features of the classroom screen. After a comprehensive review, you'll have facilitated working time to collaborate and practice essential tasks like taking attendance, sending emails, editing your classroom dashboard, creating assignments, and filling out your lesson plan. This hands-on session is designed to enhance your classroom management skills and ensure you're fully prepared for the school year. Don't miss out on this opportunity to learn and practice in a supportive environment!

Join us for an informative training session on Report Cards in the Classroom, specifically designed for teachers! Learn how to streamline your grading process while ensuring accuracy and consistency in Report Card management. Discover the connections between administrative settings and classroom tools, and master the skills needed to manage grades effectively.

Are you a school administrator looking to master the configurations essential for effective report card management? Join us as we delve deeper into SIS Report Cards. You'll gain the tools to configure codes, prepare a Report Card Formula for your classroom, add Skill Sets, and learn how to load attendance to your Report Cards. Plus, we'll provide tips and tricks for common troubleshooting to keep in your tool belt. Ready to enhance your report card management skills?

FACTS prides itself on our Best in Class service, providing the answers you need right when you need them! Discover the variety of resources available to you through HubHelp and FACTS^SPACE. We'll share tips and tricks on how to utilize these resources to their full potential, ensuring you have all the support you need at your fingertips.

(Hands-On 2 hour Workshop)

In this workshop we will review the main features on the classroom screen, followed by facilitated working time to collaborate and practice taking attendance, sending emails, editing your classroom dashboard, creating assignments and filling out your lesson plan.

Join us for a hands-on training session designed to equip your school with the skills to harness the power of Dashboard Builder for managing and analyzing data. This session will provide a comprehensive overview of key features and practical application for creating and customizing reports to support classroom and school management along with student success.

Join us as we delve into the powerful features of Report Manager. You'll learn how to apply report filters to focus on the data that matters most and discover tips and tricks to use Report Manager effectively. We'll also uncover some hidden gems that can provide valuable reporting insights. Additionally, we'll invite you to share your favorite reports and teach us why you find them useful.

Join us for an interactive workshop where you'll get hands-on experience with schedule creation using the Auto Scheduler. We'll kick off with a quick review of the scheduling process, then dive into collaborative working time to help you build your schedule. To get the most out of this session, you'll need to know in advance how to create templates, build schedule patterns, and collect course requests from students. Make sure you come prepared with student course requests for the 2024 - 2025 school year already collected in the SIS. Let's create an amazing schedule together!

In today's educational landscape, maintaining meaningful and efficient communication with families is paramount for success. This course focuses on leveraging advanced communication tools within FACTS SIS to establish and nurture strong parent-school relationships. Participants will gain practical insights and skills to elevate their parent/family communication strategies, ensuring a seamless and personalized experience. Key features covered include email, Parent Alert, maintenance jobs, and the SIS calendar.

Explore how the Graduation Planner can streamline your planning process and support your students' academic success.The Graduation Planner is a powerful tool that enables you to create and configure various graduation plans, assign them to students, and make courses available in the Scheduling area. If you have specific credit or course requirements for a particular diploma, this feature can help ensure your students stay on track to meet these requirements.

Do you need to track student behavior effectively? If so, you are in the right place. In this session, we will configure behavior events using defined lists, create and track behavior events for individual students, and explore how to utilize reporting for student behavior events. By the end, you will have comprehensive knowledge of all aspects of student behavior management.

Join us for an engaging and informative training session designed to empower teachers with effective tools and techniques for managing classroom attendance. This session will provide a comprehensive walkthrough of attendance-related tasks, from initial configurations to generating insightful reports, ensuring you have the knowledge and skills to efficiently handle all aspects of classroom attendance management.

Join FACTS as we discover ways FACTS SIS helps manage school communities including students, family individuals, and staff members. Add individuals into your SIS database and learn how the SIS relieves manual work. Embark on a journey maintaining your school community within your database.

Unlock the key to your school's success with effective Attendance management! Join us as we delve into Attendance in the SIS, covering how to identify and modify Attendance Configuration settings, take Attendance in the Classroom, and explore additional methods for recording Attendance. We'll also review supportive Attendance reports and share valuable tips and tricks. Don't miss this opportunity to enhance your school's Attendance processes and drive success!

As the school year comes to a close, it's time to prepare for the next steps. Join us as we guide you through the essential processes for wrapping up the academic year. Our session will cover archiving report cards and transcripts, advancing students to the next grade level, and configuring key areas to ensure a smooth start to the upcoming school year. Our expert will assist you in progressing to the next year or help you become familiar with the necessary screens if you're not quite ready yet.

Do you need to track student behavior effectively? If so, you are in the right place. In this session, we will configure behavior events using defined lists, create and track behavior events for individual students, and explore how to utilize reporting for student behavior events. By the end, you will have comprehensive knowledge of all aspects of student behavior management.

In today's educational landscape, maintaining meaningful and efficient communication with families is paramount for success. This course focuses on leveraging advanced communication tools within FACTS SIS to establish and nurture strong parent-school relationships. Participants will gain practical insights and skills to elevate their parent/family communication strategies, ensuring a seamless and personalized experience. Key features covered include email, Parent Alert, maintenance jobs, and the SIS calendar.

Join us as we delve into the powerful features of Report Manager. You'll learn how to apply report filters to focus on the data that matters most and discover tips and tricks to use Report Manager effectively. We'll also uncover some hidden gems that can provide valuable reporting insights. Additionally, we'll invite you to share your favorite reports and teach us why you find them useful.

Join us for a hands-on training session designed to equip your school with the skills to harness the power of Dashboard Builder for managing and analyzing data. This session will provide a comprehensive overview of key features and practical application for creating and customizing reports to support classroom and school management along with student success.

Let's explore the Lunch Ordering features within FACTS SIS - Cafeteria. We'll review how teachers can manage daily orders directly from the classroom, the various options available for parents to order lunches with or without payment, and how staff can conveniently order their own meals. Additionally, we'll dive into the reporting tools that help track and manage all this information efficiently.

Navigating complex family situations, such as divorce or separation, can be challenging. Learn how to manage these scenarios effectively to ensure your Student Information System (SIS) is set up correctly for privacy, security, and accounting purposes. Discover strategies for handling multiple family setups, ensuring that all sensitive information is protected and accurately maintained. This session will provide you with the tools and knowledge to manage these situations with confidence and care.

Are you looking to streamline security group management and update password requirements for your school? This session will teach you how to effectively manage security groups based on staff roles or personas, minimize the number of security groups in your database, and update password character requirements. You'll gain the skills needed to prepare and maintain robust security settings within your school, ensuring a secure and efficient system.

Unlock the power of FACTS SIS Create a Report with this session designed for anyone who needs to pull demographic data from FACTS SIS or gather large amounts of information from your database. We'll dive into the basics, show you how to apply filters and guide you through retrieving data. Plus, you'll learn how to save your reports for future use, making your data management tasks a breeze.

No matter the size of your institution, managing data efficiently is crucial. Join us for a session where we'll discuss and demonstrate best practices within FACTS SIS to maximize your time and resources. From tracking t-shirt sizes to managing program requirements, FACTS SIS has a place for all your data. Learn how to streamline your data management and make the most of your system's capabilities!

Join us for an informative session tailored for professionals involved in before and after care programs. Learn how to effectively use the FACTS SIS Child Care system to track students in real-time clock settings. We'll cover essential configurations, the process for clocking students in and out, editing time entries, and utilizing reporting and Premier billing features. Enhance your skills and streamline your child care program management with this comprehensive training!

Discover how to automate essential FACTS SIS tasks typically handled manually by an Administrator. In this session, you'll learn to automate processes such as sending attendance emails, generating gradebook reports, and providing behavior updates to parents. Join us to streamline these tasks and enhance your administrative efficiency!

Understanding the significance of portfolio management is essential for saving time and energy on requests for past documentation from your school. Join this comprehensive course designed to equip you with the knowledge and skills necessary to effectively set up and manage information in online portfolios within FACTS SIS. Enhance your efficiency and ensure seamless access to important documents with this essential training!

This session offers an exclusive look at the software development journey at FACTS, exploring the intricacies of our development process. Attendees will learn how we implement effective work intakes, prioritize projects, and manage our development cycles. Key topics will include coding best practices, debugging techniques, and the balance between manual and automated testing. Discover how FACTS cultivates a collaborative environment that drives innovation and ensures high-quality software delivery.

Join us as we delve into the powerful features of Report Manager. You'll learn how to apply report filters to focus on the data that matters most and discover tips and tricks to use Report Manager effectively. We'll also uncover some hidden gems that can provide valuable reporting insights. Additionally, we'll invite you to share your favorite reports and teach us why you find them useful.

Join us for a hands-on training session designed to equip your school with the skills to harness the power of Dashboard Builder for managing and analyzing data. This session will provide a comprehensive overview of key features and practical application for creating and customizing reports to support classroom and school management along with student success.

Understanding the significance of portfolio management is essential for saving time and energy on requests for past documentation from your school. Join this comprehensive course designed to equip you with the knowledge and skills necessary to effectively set up and manage information in online portfolios within FACTS SIS. Enhance your efficiency and ensure seamless access to important documents with this essential training!

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Are you looking to move away from managing your admissions process on paper? Do you need to update your inquiry, admissions, or reenrollment checklist items? Join us for a comprehensive session where we will explore the various checklist options available through FACTS SIS for inquiries, new student admissions, and reenrollment. We will cover how to clean up, maintain, and define new checklist items, as well as set up notifications for selected checklist items.

Curious about what it's like to walk in a parent's shoes during the Admissions process? Wonder no more! Join us for an exciting session where we explore the world of Admissions from a parent's perspective, starting with Inquiry and ending with Enrollment. This session will provide valuable insights and practical tips to enhance your understanding and management of the Admissions process.

Discover how to create a more efficient, user-friendly, and future-ready admissions process with FACTS Admissions! In this engaging session, you'll learn to set up and create online student application packets, customize settings, controls, and email notifications, add files to the resource library, and configure payment options for applications. Perfect for newcomers, this session will streamline your admissions process.

Let's dive into the world of FACTS SIS admissions reports! These powerful tools can transform how your school manages admissions. By mastering filters, you can zero in on specific data, while export options let you share and analyze information effortlessly. Plus, marking and annotating reports ensures your team stays on the same page. Ready to unlock the full potential of your admissions data?

Discover how to create a more efficient, user-friendly, and innovative admissions process with FACTS Admissions! In this session, newcomers will learn to set up and create online student enrollment packets. We'll cover differentiating application and enrollment packet settings, creating new enrollment packets, locating packet settings and controls, configuring online payment options, and we'll discuss best practices. Join us to streamline your admissions process and enhance the experience for everyone involved!

Enhance the parent experience of submitting inquiries by discovering the seamless process of connecting inquiry submissions to applications. Learn how to configure form settings, questions, and conditional questions to tailor the inquiry process to your school's needs. Additionally, make the most out of inquiry auto-response emails to ensure timely and informative communication with parents.

FACTS prides itself on our Best in Class service, providing the answers you need right when you need them! Discover the variety of resources available to you through HubHelp and FACTS^SPACE. We'll share tips and tricks on how to utilize these resources to their full potential, ensuring you have all the support you need at your fingertips.

This immersive training not only guides you through the initial steps of launching your Admissions and Enrollment season, but also provides hands-on practice and real-world applications, transforming knowledge into actionable insights. Collect valuable resources to carry with you throughout your admissions adventure. Illuminate your admissions journey with practical skills and a toolkit for success!

Note: This session is for schools who currently are, or are going to be, utilizing Premier Billing. Hour 1 of this session will navigate through the different options and challenges of utilizing Premier Billing for Lunches, best practices, tips and tricks. In Hour 2, we will continue to review groundbreaking solutions, with the goal to transform the lunch billing landscape into a well-charted territory. Join us for the grand finale as Premier Billing and Cafeteria redefine the lunchtime experience, one bill at a time.

Join us for an in-depth exploration of the Finalization process for Payment Plans, focusing on understanding the key differences between the two primary types of Boarding Methods, Institution First and Institution Finalized. Participants will learn how to navigate the system to access the Adding Transactions screen and become proficient in managing the process of adding charges and credits to Pending Payment Plan Agreements. Additionally, the course covers the steps in finalizing agreements for both boarding methods, ensuring school contacts are well-equipped to help their families begin to make Tuition Payments.

Join us for an insightful, hands on session where we will review allocation options for collecting balances, describe how the boarding method affects the consumer experience, evaluate custom characteristics, and identify options to assess fees and discounts based on plan selection.

Prepare for the new school year’s billing process, addressing any lingering balances from the previous academic year. We will discuss how to carry over prior-year balances into the upcoming year’s tuition plans or manage their transfer to new incidental bills.

In this session, we will explore effective strategies for managing payments in-house. Learn how FACTS helps you address the challenges of handling delinquent accounts and discover practical approaches to skillfully manage and resolve these accounts for your school. Additionally, we will explore how FACTS Delinquency Management can assist your school in managing delinquent accounts and share best practices for creating a tuition policy. Lastly, we will cover the returned payment process for both scheduled and online payments.

Join us to discover the various ways to bill your families within FACTS Financial Management and discuss the benefits of each option.

Navigate the complexities of split and blended family billing with precision and discover innovative solutions to overcome challenges. Join us to review key terminology and uncover how demographic information flows between FACTS products when using our integrated systems.

Explore the comprehensive functionality of Premier Billing within FACTS SIS, perfect for managing non-tuition billing needs. This session is ideal for schools currently using or planning to use Premier Billing. Learn about different Premier Billing benefits, charge creation options, and best practices.

Delve into the advantages of using Billing Admin for invoicing families for non-tuition fees. Participants will learn efficient invoicing techniques, explore various transaction application methods, and review key considerations for effectively utilizing Billing Admin to streamline billing processes. Please note, this session will not cover Premier Billing.

FACTS prides itself on our Best in Class service, providing the answers you need right when you need them! Discover the variety of resources available to you through HubHelp and FACTS^SPACE. We'll share tips and tricks on how to utilize these resources to their full potential, ensuring you have all the support you need at your fingertips.

Learn to identify product-specific service options within FACTS, explore the available service options, and understand the differences between transferring funds and transferring credits. We'll also cover best practices for terminating payment plans, ensuring you can manage these processes smoothly and efficiently. By the end, you'll have the knowledge and tools to optimize payment plans and enhance customer satisfaction

This two-hour workshop will empower participants to navigate the reports in FACTS Financial Management with confidence and precision. You'll learn about different types of financial reports, sorting and filter options, and how to utilize dashboard reports effectively. Participants will also gain the skills to create custom reports that help stay informed about families whose payment plans may need attention. We'll cover best practices and provide valuable resources to ensure you get the most out of your reporting tools.

Join us as we guide you in navigating through the steps of creating and accessing a Family Portal account to enhance the familiar connection to education and finance. This session is ideal for schools currently using or planning to use Premier Billing. After attending this session, you will be ready to knowledgeably answer your families' questions!

Explore the benefits of using Advanced Rate Tables as we review the various rate table options available and discuss different application methods to suit your needs. Additionally, we'll cover important considerations to keep in mind when setting up and using rate tables. Finally, we'll provide you with valuable resources to help you make the most of these tools

Ready to unlock the secrets of optimizing your family’s payment plans and boosting customer satisfaction? We'll dive into the service options in the Service Agreement and Service Billing screens within FACTS Financial Management, and discover best practices for using corrections instead of credits. With our expert tips and tricks, you'll streamline your payment processes and elevate your service quality.

Discover the journey for schools using FACTS Payment Plans boarding methods and get an inside look at the parent experience! Join us to gain valuable insights and enhance your understanding of the FACTS Payment Plans process from both the parent's perspectives.