CSA Academy
Opportunities to learn, to maximize and to explore CSA solutions
Our course presentations are offered in a variety of ways. Most courses are provided via online learning. Expand your working knowledge, gain new job tools and - in some instances - earn continuing professional education credits while you network with other utility professionals. The Academy offers a variety of classes to enhance your skill set and help advance your career now and in the future.
CSA Academy provides several webinar-based sessions to empower members with information from the comfort of their utility. These targeted programs provide comprehensive training and resource materials to enable staff to apply the knowledge immediately.
The Academy is also committed to the development of its members by providing annual User’s Conferences for learning, dialogue and sharing of opinions and experiences. These conferences are software-specific and provide the latest in program updates, how-to’s, and documentation. User input at these sessions is a key factor in future development.
2023 Academy Schedule - click event name to register.
NOTE - charges from cancelled registrations will be made available as credits on your utility's Vanguard account.
ORBIT DFM
- Query & Report Tool Basics
After completing this course, you will be able to:
- Learn best practices and how to navigate SmartList within 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.
- Query & Report Tool Advanced After completing this course, you will be able to: Learn best practices and how to write queries within Orbit DFM. Sep 7, 2023 / 8:30 AM CT to 11:30 CT / $149pp / Online
- General Ledger/Management Reporter
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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.
Sep 12, 2023 / 8:30 AM CT to 11:30 CT / $149pp / Online - Receivables Management
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.
- Budgeting/Fixed Assets/Bank Reconciliation
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.
- Payroll/Human Resources 1
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.
- Payroll/Human Resources 2
After completing this course, you will be able to:
- Identify the functionality available for use in these parts of the system.
- Key and post transactions not limited to timesheet entry and adjustments.
- Key and post transactions not limited to ACA, FMLA, and leave adjustments.
- Perform inquiry and reporting sufficiently.
- Balance and close the month sufficiently.
- Inventory/Procurement
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.
- Accounts Payable
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.
- Balancing
After completing this course, you will be able to:
- Perform monthly and annual balancing in Orbit DFM sufficiently.
- Perform monthly and annual balancing in Orbit Works sufficiently.
- Perform daily balancing in Orbit Cashier sufficiently.
- Perform daily balancing in Orbit One sufficiently.
- Perform daily and monthly balancing in Orbit CMB sufficiently.
ORBIT CMB - all online using GoToMeeting (access provided day before class)
- Billing and Rates Level 1
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.
- Billing and Rates Level 2
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.
- Statistics Level 1
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.
- Statistics Level 2
After completing this course, you will be able to:
- Understand TVA reporting requirements.
- Read and use XML data.
- Billing and Rates Level 1
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.
- Billing and Rates Level 2
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.
- Adjustments Level 1
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.
- Adjustments Level 2
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.
- Adjustments Level 3
After completing this course, you will be able to:
- Complete adjustments specific to TVA, including the grouping of multi-month adjustment entries based on seasons.
- Enter Time-Of-Use (TOU) adjustments.
- Calculate and adjust demand and minimum bills.
- Reset the account history.