Power sessions built for growth, mastery, and collaboration.
Dig into immersive training, advanced discussions, and collaborative events that build professional expertise and camaraderie.
Bootcamps are immersive training courses that integrate advanced concepts into your Vista environment, featuring group consulting, confidential information sharing, and practical sessions for business owners, managers, and financial professionals.
Symposia are exclusive, invite-only events where managers, controllers, business owners, and CFOs discuss advanced construction accounting topics, explore best practices, and participate in roundtable sessions.
Navigate the complexities of certified and union payroll requirements with ease, including job-specific filings to ensure compliance every step of the way.
Join us for an immersive Vista training course focused on the C.E.M.P. method of equipment management.
Join us for an immersive, four-session Vista bootcamp focused on Mike Vorster's Construction Equipment Management Program. This challenging and exciting program will enable you to integrate C.E.M.P concepts into your Vista workflow.
Participants will share confidential information on topics like equipment strategies, account setup, bid rates, department setup, and financials.
All attendees must maintain strict confidentiality regarding shared insights.
This training is designed for business owners, equipment managers, and financial professionals, regardless of prior Vista knowledge. It takes a holistic approach to the Equipment Module setup, including Custom Reports to aid in strategic decision-making for your company’s fleet.
Learning Outcomes
1.5 Days Per Month
4 Months
Know Your Costs
Long-term fleet success hinges on strategic planning today. We eliminate guesswork by helping you pinpoint where your expenditures lie. Whether it's scheduling maintenance, making informed purchasing decisions, or assessing equipment ROI and bid rate impact, we equipyou with the tools to navigate the path ahead.
Fleet Reliability
Establish concepts of fleet reliability andassociated metrics, implement work order coding and tracking, analyze the financial implications, and set actionable goals to enhance reliability.
Maximize Utilization
Defining utilization and metrics, understanding how utilization impacts capital recovery. Develop dual-rate job costing and bidding strategies to optimize usage.
Manage Fleet Burn
Fleets are in a continuous state of flux—a slow burn towards the end of their useful lives. Leveraging C.E.M.P analytics and reporting, we provide expert evaluation of equipment age, usage, and upcoming maintenance needs.
This empowers the formulation of strategic initiatives for fleet management, encompassing rental, procurement, and divestment strategies. Furthermore, within the Vista environment, specialized reports shed light on financing and loan opportunities for newly acquired assets, facilitating streamlined financial management processes, including considerations for capital expenditures (CAPEX).
Equipment Bootcamp Registration
Join us for immersive, advanced, collaborative skill stacking the C.E.M.P way.
The Equipment Bootcamp Commitment
The Bootcamp consists of four 1.5-day in-person sessions held monthly over four months, with a maximum of two attendees per company per session (alternating attendees allowed). Participants should expect 5-10 hours of weekly work on assigned tasks and self-determined goals.
The cost is $9,500 per company, invoiced upon signup with net 7 terms.
The package includes consulting time, meals, and a set of comprehensive Equipment Reports.
You'll be working with a network of peers facing similar challenges, learning from each other, contributing to sessions, and sharing information confidently. A minimum of three companies or six individuals is required to start the Bootcamp cohort.
"What should a CFO know about Vista? Can you train me?"
We received the above request from a CFO new to Vista asking for training. This led us to consider: "What should a CFO know about Vista?" and "How can we offer the most assistance?"
We then organized our first CFO Bootcamp and invited 12 CFOs and Controllers from across the country to engage in a discussion that led to the following format.
2.5 Day intensive format
3 Sessions
$6,000 fee covering up to two attendees per organization.
Learning Outcomes
2.5 Days
Vista
Module Review
Review the software, module by module, and discuss it from a high level. Understand how modules work, their core processes and how they are used?
IT Environment Review
Review the IT environment that the software exists in. Understand what software interacts with Vista and how?
Actionable Insight Review
Review the ways we get actionable insight from Vista, with tools like Projections and WIP and Budget Variances and Inventory Controls.
We end the session with a show-and-tell where each participant speaks to something they're proud of in their career, and how it might be useful to others.
CFO Vista Bootcamp
Understand Vista, the IT environment, and the actionable insights you can put to work.
Join us for an exclusive equipment event where we cover advanced equipment accounting topics and maximize Vista's potential to reach yours.
Join us for an exclusive event covering advanced equipment accounting topics like equipment costing best practices, balanced fleet planning, rent vs. buy decisions, and maximizing Vista and telematics software.
Additionally, we’ll host roundtable sessions on adapting to market trends and other critical topics. This collaborative, invite-only event is designed for equipment managers, controllers, business owners, and CFOs to share insights and strategies.
Don't miss this opportunity to engage with industry leaders and peers. You'll gain valuable knowledge and tools to enhance your equipment management practices, improve your bottom line, and stay ahead of industry trends.
Learning Outcomes
3 Days
New Technology or Creative Uses of Old Technology
Autonomous Equipment
Drones & Site Monitoring
Electric & Hybrid Equipment
Other
Getting Workers & Managing Them
Black vs. Carbon Bumpers
Training Programs
Leadership vs. Management
Getting Workers & Managing Them
Black vs. Carbon Bumpers
Training Programs
Leadership vs. Management
Telematics andFleet Management
Emissions (Interim/Final Tier 4) Licensing
When to Rent vs. Buy vs. Lease
Long-term vs. Short-term Rentals
ASC 842 and Balance Sheets
Managing Rental Costs and Agreements
Balancing acquisition, operating, and disposal costs.
Implementing a cost-effective replacement strategy.
Understanding and managing risk in equipment management.
Identifying and tracking key performance indicators (KPIs)
Making informed decisions using data analysis
Leveraging equipment management software and tools
Trip
Tapani Inc. Shop
Equipment Symposium Registration
Advance your equipment utilization and accounting.
An exclusive event for Controllers, Payroll Managers, and CPAs filled with the brightest people in payroll management.
This is a collaborative event with a mix of classroom style training sessions and mediated round table discussions.
We will be covering advanced payroll processes and topics including best practices tailored to Vista by Viewpoint in multi-state payroll, leave setup, craft class setup, managing job specific payroll requirements, compliance with prevailing wage/union projects and much more.
If you process payroll routinely, this even is for you. See you there!
Learning Outcomes
2 Days
Deduction/Liability Maintenance and Routines
Basic Payroll Training
Menu Templates
Leave Setup
Garnishment/Pre-Tax
Final Updates in the Payroll Process
Month-End Recon Process
Multi-State Payroll
Secure 2.0 and 401(K)
Pay Period Setup
Craft Class – Union and Prevailing WageSetup
Overview of the Portal and New Changes
Payroll Symposium Registration
Join fellow Controllers, Payroll Managers, and CPAs levelling up and creating new personal and professional opportunities.
Podcast
Episodes
Learn from a broad spectrum of accounting processes, problem scenarios, and solution videos ranging from Payroll Protections Programs to Change Orders.