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CSA Events

These are annual events that CSA holds like the Member Appreciation, Executive Briefing, and the Annual User Conference (AUEC).

CSA Events

12
Feb
2025

OrbitOne Conference

Feb 12, 2025 8:00 am -5:00 pm
-
04
Mar
2025

Query & Report Tool Basics

Mar 04, 2025 8:30 am -11:00 am
Online
$149.00

After completing this course, you will be able to:

  • Learn best practices and how to navigate SmartList with Orbit DFM
  • Learn best practices and how to navigate Navigation List within Orbit DFM
  • Learn best practices and how to navigate Refreshable Excel within Orbit DFM
  • Learn best practices and how to navigate Jet Reports within Orbit DFM
  • Learn best practices and how to navigate SSRS Reports within Orbit DFM
05
Mar
2025

Inventory/Procurement

Mar 05, 2025 8:30 am
Online
$149.00

After completing this course, you will be able to:

  • Identify the functionality available for use in these parts of the system.
  • Set up new records not limited to inventory items, reorder points, and vendor item numbers.
  • Key and post transactions not limited to purchase orders, purchase requisitions, and physical inventory.
  • Perform inquiry and reporting sufficiently.
  • Balance and close the month sufficiently.
06
Mar
2025

Accounts Payable

Mar 06, 2025 8:30 am -11:30 am
Online
$149.00

After completing this course, you will be able to:

  • Identify the functionality available for use in this part of the system.
  • Set up new records not limited to vendors.
  • Key and post transactions not limited to invoices, and 1099’s
  • Perform inquiry and reporting sufficiently.
  • Balance and close the month sufficiently. 
11
Mar
2025

General Ledger/Management Reporter

Mar 11, 2025 8:30 am -11:30 am
Online
$149.00

After completing this course, you will be able to:

  • Identify the functionality available for use in these parts of the system.
  • Set up new records not limited to accounts, allocations, and account rollups.
  • Key and post transactions not limited to journal entries.
  • Perform inquiry and reporting sufficiently.
  • Balance and close the month/fiscal year sufficiently.
12
Mar
2025

Receivables Management

Mar 12, 2025 8:30 am -11:30 am
Online
$149.00

After completing this course, you will be able to:

  • Identify the functionality available for use in this part of the system.
  • Set up new records not limited to customers.
  • Key and post transactions not limited to invoices and cash receipts.
  • Perform inquiry and reporting sufficiently
  • Balance and close the month sufficiently.
13
Mar
2025

Budgeting/Fixed Assets/Bank Reconciliation

Mar 13, 2025 8:30 am -11:30 am
Online
$149.00

After completing this course, you will be able to:

  • Identify the functionality available for use in these parts of the system.
  • Set up new records not limited to budgets and assets.
  • Key and post transactions not limited to depreciation and retirements.
  • Discuss bank reconciliation transaction options.
  • Discuss steps to reconcile bank statements.
  • Perform inquiry and reporting sufficiently.
  • Balance and close the month sufficiently.
18
Mar
2025

Payroll/Human Resources 1

Mar 18, 2025 8:30 am -11:30 am
Online
$149.00

After completing this course, you will be able to:

  • Identify the functionality available for use in this part of the system.
  • Set up new records not limited to employees, deductions, and benefits.
  • Set up new records not limited to ACA, emergency contacts. and dependents.
  • Perform inquiry and reporting sufficiently.
  • Balance and close the month sufficiently.
18
Mar
2025

Billing and Rates - Level 1

Mar 18, 2025 9:00 am -11:00 am
Online
$125.00

After completing this course, you will be able to:

  • Employ best practices for billing pre-checks and recordkeeping.
  • Generate queries and reports for consumption and billing information.
  • Use the CALC window for multiple purposes.
  • Void and rebill an account.
  • Understand the rate change and approval process.
  • Complete end-of-month processes for rates and statistical reporting.
19
Mar
2025

Billing and Rates - Level 2

Mar 19, 2025 9:00 am -11:00 am
Online
$125.00

After completing this course, you will be able to:

  • Understand billing and rate information specific to TVA.
  • Manually calculate minimum bills and billed demands.
  • Break down a reactive Time-Of-Use (TOU) account and manually calculate the different steps.
25
Mar
2025

MDM Conference

Mar 25, 2025 8:00 am - Mar 27, 2025 5:00 pm
-
26
Mar
2025

Adjustments Level 1

Mar 26, 2025 9:00 am -11:00 am
Online
$125.00

After completing this course, you will be able to:

  • Understand basic mechanics of the adjustment window.
  • Use the CALC window to calculate adjustment amounts.
  • Complete special condition adjustments, including those for cable, internet and round-up.
  • Generate adjustment reports.
27
Mar
2025

Adjustments Level 2

Mar 27, 2025 9:00 am -11:00 am
Online
$125.00

After completing this course, you will be able to:

  • Enter multi-month adjustments for simple services and special conditions.
  • Identify differences between adjustments versus the void and rebill process.
  • Complete tax adjustments.
20
May
2025

Statistics Level 1

May 20, 2025 9:00 am -11:00 am
Online
$125.00

After completing this course, you will be able to:

  • Identify and interpret basic and special reports for all services.
  • Understand sources of report information and how data is checked for accuracy.
  • Review and interpret billing error reports.
  • Use the End-Of-Month (EOM) Balancing Tool to compare statistical reports to the General Ledger.
17
Sep
2025

Adjustments Level 1

Sep 17, 2025 9:00 am -11:00 am
Online
$125.00

After completing this course, you will be able to:

  • Understand basic mechanics of the adjustment window.
  • Use the CALC window to calculate adjustment amounts.
  • Complete special condition adjustments, including those for cable, internet and round-up.
  • Generate adjustment reports.
18
Sep
2025

Adjustments Level 2

Sep 18, 2025 9:00 am -11:00 am
Online
$125.00

After completing this course, you will be able to:

  • Enter multi-month adjustments for simple services and special conditions.
  • Identify differences between adjustments versus the void and rebill process.
  • Complete tax adjustments.
23
Sep
2025

Billing and Rates - Level 1

Sep 23, 2025 9:00 am -11:00 am
Online
$125.00

After completing this course, you will be able to:

  • Employ best practices for billing pre-checks and recordkeeping.
  • Generate queries and reports for consumption and billing information.
  • Use the CALC window for multiple purposes.
  • Void and rebill an account.
  • Understand the rate change and approval process.
  • Complete end-of-month processes for rates and statistical reporting.
23
Sep
2025

Billing and Rates - Level 1 (3)

Sep 23, 2025 9:00 am -11:00 am
Online
$125.00

After completing this course, you will be able to:

  • Employ best practices for billing pre-checks and recordkeeping.
  • Generate queries and reports for consumption and billing information.
  • Use the CALC window for multiple purposes.
  • Void and rebill an account.
  • Understand the rate change and approval process.
  • Complete end-of-month processes for rates and statistical reporting.
24
Sep
2025

Billing and Rates - Level 2

Sep 24, 2025 9:00 am -11:00 am
Online
$125.00

After completing this course, you will be able to:

  • Understand billing and rate information specific to TVA.
  • Manually calculate minimum bills and billed demands.
  • Break down a reactive Time-Of-Use (TOU) account and manually calculate the different steps.
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Tupelo MS 38801

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