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

FACTS System Training

Designed for FACTS users with 0-2 years experience.

Preconference System Training (Monday, June 23)

Google for Education

  • Leverage the collaborative power of Google Workspace to build strong connections between students, teachers, and parents.
  • Learn how to create virtual classrooms, facilitate real-time discussions, share resources, and provide timely feedback using Google’s communication and collaboration tools.
  • Explore strategies for building a positive and supportive learning community that extends beyond the physical classroom.
  • Following this Google for Education workshop, Educator Level 1 certification exam vouchers will be provided. Learn more about Google certification.

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.

Google for Education

  • 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.

This workshop is for current users of Advanced Accounting that have specific questions.  It will be a Q&A session to learn from your instructor and peers and leave with an overall better understanding of your accounting information from FACTS.

This session is designed for new administrators using FACTS SIS. In this training you will learn how to customize your database in defined lists, portfolio groups and user defined fields as well as how to access and manage student information regarding behavior, parent teacher conference information, student portfolio and student user defined fields. This session also covers how to send emails to your families, manage their access in Family Portal and reviews the basics of managing Attendance and running Administrator, Attendance and Create a Report in Report Manager.  
 

This session is designed for new administrators using FACTS SIS. In this training you will learn how to navigate the FACTS SIS home page to locate your resources along with learning how to configure and manage your system's basic configurations such as: year and term, system defaults, grade levels and attendance including marking off school holidays. You will also learn how to manage your Family Portal configuration settings as well as review announcement and calendar event creation to best communicate with your families.

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.  

In this workshop there will be a short review of the Group Enrollment tool followed by facilitated working time to collaborate and create your K-8th grade schedules. To get the most out of this workshop, please come prepared with your schedule templates, patterns and class sections created or copied in the 24-25 schedule year.  

In this workshop there will be a short review of schedule creation utilizing the Auto Scheduler tool followed by facilitated working time to collaborate and create your 9th-12th grade schedules. To get the most out of this workshop, please come prepared with all your 9th-12th grade students having course requests collected for the 24-25 schedule year. 

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 review multiple options for adding transactions to pending agreements and how to finalize agreements based on the schools’ configured boarding method. Additionally, this session will discuss the importance of roster management within FACTS Tuition Management.  

In this session, we will review all the different service options that are available in the Service Agreement and Service Billing screens within FACTS Tuition Management. Additionally, this session will identify best practices when using corrections vs credits.

This session is for schools who are (or are going to be) Premier Integrated. In this session, you will learn how to manage your roster by utilizing both FACTS SIS and FACTS Tuition Management together, tips and tricks on ways to make keeping a clean roster easier, how demographic information is entered and updated for a Premier school, and best practices for split and complex family situations. 

SIS Training for Teachers and Academic Deans

(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.

SIS Training for Database Administrators/Office Staff

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.

SIS Development Track for IT Directors

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.

A&E Training for Enrollment Managers

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Payment Plans Training for Business Office Staff

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.

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FACTS in the Real World / Collaboration Corner

Designed for FACTS users with 3+ years experience

FACTS A&E

Presented by Tracy Smith, FACTS Enrollment Management Specialist
Why are some schools on board with this enrollment model and why do others stick with traditional enrollment? After attending this session, you’ll be aware of all the advantages of Continuous Enrollment as well as the potential pitfalls to avoid. After helping hundreds of schools weigh the merits of this model, I’ll make sure you walk away with key considerations for your school.

FACTS SIS

Did you know FACTS can help organize and execute your teacher observations, complete informed evaluations, and provide tailored professional development. This session will showcase how FACTS can be an end-to-end solution to streamline the teacher observation process while ensuring personalized and effective follow-up professional development.

FACTS Payment Plans

Presented by Megan Fangmeyer, Manager, FACTS Product Team

The school choice movement has been growing and changing rapidly over the past few years. We will discuss ways to use FACTS Grant & Aid and Tuition Management products to help track and manage families receiving assistance from state programs.

Gather and Grow Networking Sessions

Connect with fellow Business Managers from across the country in this small group networking session. Questions can be submitted in advance, with a FACTS expert facilitating the discussion. Get ready to make new connections and share tips and tricks of the trade!

Fireside Chats

Feeling inspired by Nancy's keynote speech? Keep the conversation going! Join Nancy for this special conversation following her keynote, where attendees will have the chance to ask questions, share their own experiences, and learn more about Nancy's incredible story. Attendance is limited, so make sure to reserve your space!

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Thought Leadership & Professional Development

Perfect for all levels

Advancement and Development

(Exhibitor session presented by Partners in Mission). There is an art and a science to mission advancement for private schools. This session shares the components of a comprehensive advancement program for a private school and delves into key strategies to better position each school with the tools for newfound success in all aspects of Advancement, including enrollment management.

Educational Technology

Instead of a time-consuming search for the “perfect picture” you can create images to use in a classroom and instructional setting using generative Artificial Intelligence (AI). In this session, participants will explore AI tools that let them create an image to support their instructional goals, communicate with families and colleagues, and help bring course content to life. In this interactive session, discover how to quickly create images using AI tools and ten use cases that might surprise you (and students!).

Enrollment and Marketing

(Exhibitor session presented by Track It Forward). Families, parents, and guardians are vital partners to schools. Family engagement is proven to help improve student outcomes and can be beneficial to the school. However, promoting effective family engagement can be difficult. We’ve combined survey and quantitative data from hundreds of schools across the country to see what family engagement looks like in schools today. This session will discuss parent volunteer program trends and insights while providing a look at tools that can help improve family engagement.

Finance

(Exhibitor session presented by Dewar). How can your school be better prepared to address student withdrawals? In this presentation, John will discuss mental health and its impact on student retention. He will explore subjects such as how to utilize a Tuition Refund Plan to supplement annual obligations, and even assist with student withdrawals.

School Leadership

(Exhibitor session presented by PikMyKid). In the modern educational landscape, channeling the power of technology is crucial to creating an environment where safety and efficiency meet to provide an optimal school day for students, teachers, and staff. In this session, Pikmykid will delve into the innovative ways in which technology can be leveraged to expedite daily dismissal routines, avoid problematic hallway behavior, and employ silent communication methods to increase efficiency and safety. You will learn how to create a safer, more organized, and interconnected environment for your school and the community around you.

Teaching and Learning

This session will provide background, research, and a deep understanding of what Orton Gillingham reading intervention is and how it supports students with dyslexia. This session constitutes the introduction to Orton Gillinham training. Participants in this training will sharpen their understanding of reading intervention and will have the foundation to proceed through the levels of Orton Gillingham training.

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