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Certent Software Training

Instructor Led, Online Training

Led by an insightsoftware certified instructor, each virtual training session introduces or reviews key concepts for reporting. Instructor led, online training is perfect for both new hires looking to be brought up to speed, and seasoned professionals looking to expand their knowledge of Certent product functionality through a low-cost, highly convenient design.

Disclosure Management

Topics:

  1. Core Reporting

    1. Create new reports

    2. Create Sections and objects

    3. Perform additional configurations

    4. Use variables and validations

    5. Create data connections

    6. Report automation

    7. Create and administer workflows

    8. Analyze reports using Views

    9. Perform Rollovers

    10. Administer Security

  2. XBRL Reporting

    1. Understand XBRL and the purpose for XBRL requirements globally

    2. Teach XBRL terminology and understand the most common Edgar Filer Manual rules

    3. Create, build manage an extended XBRL taxonomy (applicable to SEC and ESEF filers)

    4. Apply tags, manage the reporting output and create instance document

    5. Review and validate XBRL documents

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Equity
Management

Topics:

  1. Administration training and plan setup

  2. Stock incentive plans and vesting schedules

  3. Creating and modifying participants

  4. Building reports and interactive reporting

  5. Processing options, restricted stock, warrants, and performance awards

  6. Participant portal training and setup

Inquire About Training

Inquire About Training

Please use the form below to request training for your organization. A customer success expert will be in touch regarding scheduling and pricing.

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CPE Units

insightsoftware has two great ways to earn CPE units; attend insightsoftware’s User Forums or attend one of the many education classes available at either insightsoftware’s corporate office in Raleigh, North Carolina, or schedule a session to be held at your location. insightsoftware offers basic, intermediate, and advanced levels of educational programs. No prerequisites or advanced preparation is required; however, prior working knowledge and/or knowledge of the program topic is strongly recommended. Participants will receive 7 CPE credit points per day of training. insightsoftware is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing 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: National Registry of CPE Sponsors 150 Fourth Avenue North, Suite 700 Nashville, TN 37219-2417 www.nasba.org For more information regarding administrative policies such as compliant and refund, please contact us. To register for a specific course or for complete class CPE credit information, please contact us. insightsoftware 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 submitted to the National Registry of CPE Sponsors.