Foundation College

The Most Essential Reports to Run in FOUNDATION®

28.8 CPE Credits Available


February 20–22, 2023
8am-5pm each day
(Mon, Tues, and Wed)


Margaritaville Resort Orlando
8000 Fins Up Circle
Kissimmee, FL 34747


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Course Description

Join us for this 3-day, in-person training focused on identifying the most useful reports that already exist in FOUNDATION®. This class will also share the best criteria to use when running those reports. Time will be spent reviewing the top reports from the Additional Modules and Project Control Modules, as well as discussing options for creating your own reports.

Key Takeaways Include

Foundation Lists vs. Reports vs. Queries
Saving Criteria
Tab Order
Accounts Payable Reporting
  • Full Invoice, Invoice History & Routing History
  • 1099s, Sales Tax, Vendor List
Personnel Reporting
  • Accrued Time Off, Underworked Hours, Earnings/Deductions
  • Burden, Federal/State/Local Tax
  • Union Reports, W2s/W3s
General Ledger Reporting
  • Balance Sheet, Income Statement, Statement of Cash Flows
  • Data Genies, Post Log, History Detail
  • Activity Summary, Check Register, Overhead Allocation
Job Cost Reporting
  • Over/Under Billing, Gain/Fade Analysis, Job History Detail
  • JC Activity, Change Order List, Job Budget List
Extra Modules
  • Equipment, Fixed Assets, Inventory
  • Service Dispatch, Time & Material
  • Unit Price Billing, Project Management

Who Should Attend

CPAs, Controllers and Financial & Job Cost Analysts

Course Level

Beginner / Intermediate / Advanced

Delivery Method

Group Live

Field of Study

Computer Software & Applications – Non-Technical

Additional Details

Hospitality / Food & Beverage

  • Breakfast, lunch, beverages and snacks will be provided daily.
  • Join us for a complimentary Welcome Networking reception Monday evening.

  • Tuesday and Wednesday evenings are unscheduled for attendees to spend on their own exploring the area.

Overnight Accommodations

  • All Foundation College activities will be held at Margaritaville Orlando Resort.
  • We encourage participants to stay onsite, both for schedule convenience and networking.
  • Take advantage of our special group rate of $229/night.
  • This discounted rate is only available through January 19 or until the room block sells out – whichever comes first.
  • Click here to reserve your room at the discounted rate today.

Travel & Area Attractions

Nearest Airport
Orlando International Airport
Resort Amenities (Download the Venue Map)
  • Complimentary shuttle service is offered to Disney, Universal, and SeaWorld
  • Sandy beach and zero entry lagoon-style pools
  • Daily and nightly entertainment
  • State-of-the-art 24-hour fitness center
  • Concierge service including assistance with theme park tickets and planning
  • Daily activities for adults and children including games, trivia and tie-dye
Local Area
Margaritaville Resort Orlando is conveniently located close to all the major themes parks. It's also within walking distance of The Promenade at Sunset Walk where some of the best shopping, dining, and entertainment can be found. Click here to learn more.

Scott Kern

Senior Consultant

Since starting his career with Foundation Software in 2000 as a client services representative, then field trainer, Scott’s extensive knowledge of FOUNDATION and the industry has made him an invaluable asset to clients. This experience has also provided a natural extension into the consulting arena, where he has helped hundreds of clients improve their financial management processes.

Read Scott's Full Bio

Registered CPE Sponsor

Foundation Software 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 through its website: