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Tech Pre-Check
Schedule your appointment today!To maximize the learning experience for attendees, all participants must follow these very specific technology instructions and must complete a tech install with our Foundation Software IT team before attending. During the tech call, our IT technician will confirm hardware and software requirements and will install a local, test database on your device. You’ll use this database to practice during the training.
Tech install appointments will take place after Labor Day until the beginning of October.
Required Hardware
- A PC laptop with Windows 10 or above is essential.
- Apple computers, Chromebooks, iPads and Android devices will not work for this training.
- The laptop you bring to the training, must be the same device that the local test database was installed on.
- A power adapter for your laptop.
- A mouse.
- Relying on your laptop trackpad is strongly discouraged.
Required Software
- Microsoft Excel 2019, 2020 or Office 365
- Both 32-bit or 64-bit versions are acceptable
- Previous Excel Versions may work, but a good number of items that we’ll be covering are not available in older versions (i.e. if you bring Excel 2010 or 2007, you will not be able to perform the tasks shown in the class)
Foundation / SQL Database
When you register for the class, a Foundation Tech will install an instance of SQL server and a classroom database for use during the conference. Make sure to bring the laptop that has the Foundation SQL server and database installed on it. We use the same classroom data set for training to remove the potential of troubleshooting 100 different data sets should an attendee have an issue.
That said, if your database is in the SaaS / hosted environment, we can establish a connection to your cloud database and allow you to practice retrieving and reporting information from your live data.
Prerequisites
We will be using these Excel features and functions extensively in the class:
- Vlookup
- Xlookup
- Sumif
- Sumifs
- Concatenate data from multiple cells
- Embedded if/then statements
- Tables and Pivot Tables
If you have heard of these functions, but don’t know how to use them, please consider using the links above to learn more. There are plenty of other resources on the web to help familiarize yourself with these intermediate level Excel formulas. The class moves at a brisk pace – attendees should be comfortable with the functionality, use and creation of these items and formulas in advance of the class.
What do I need to know about the venue?
This year we’ll be the Tempe Mission Palms in Tempe, Arizona! A full-service Destination by Hyatt hotel, the Tempe Mission Palms offers convenience access to mountain, desert and southwest city experiences. Plus, it’s located in walking distance to Arizona State University.
- Take advantage of our special group rate of $239/night.
- This discounted rate is only available through September 23rd or until the room block sells out – whichever comes first.
- Click here to reserve your room at the discounted rate today!
Tempe Mission Palms
60 E. 5th Street
Tempe, AZ 85281
(480) 894-1400
Hotel Amenities
Included in the hotel destination fee, hotel guests enjoy:
- Complimentary airport transportation from 5:30 am to 10:30 pm
- Valet service for your automobile at the front entry of the hotel
- In-room coffee and tea service
- High-speed wireless Internet connection
- Use of the hotel's workout facility between the hours of 6:00 am to 10:00 pm
- Access to the rooftop outdoor heated swimming pool & two jacuzzi spas
- Onsite dining at the top-rated Mission Grille restaurant or Harry’s Place, the indoor/outdoor bar and lounge
- Business Center, onsite UPS store, or Concierge services
- Daily Housekeeping Service
The city of Tempe is brimming with history, culture, shopping, dining and nightlife. Located in the heart of the Mill Avenue District, Tempe Mission Palms Hotel is walking distance to sporting events, live entertainment, and over 100 restaurants, nightlife venues, & shops.
I'm flying in. How do I get to the hotel from the airport?
Sky Harbor International Airport (PHX) is just 10 minutes from the Tempe Mission Palms hotel. Guests may utilize a taxi, Uber or Lyft to travel to the hotel or can take advantage of the complimentary hotel shuttle.
The hotel shuttle runs between 5:30am-10pm. Once you’ve arrived at PHX and have retrieved your checked baggage, call the Tempe Mission Palms operator at 480.894.1400, share which terminal you’re in, and follow the additional prompts. Tempe Mission Palms shuttles are white, have the hotel logo on them and should arrive at the airport within minutes of your call.
Once onsite at the hotel, many food and entertainment options are within walking distance.
I’m driving to the event. What’s parking like at the hotel?
Complimentary valet service or self-parking is available in any of the spaces surrounding the hotel, by obtaining a parking pass during check-in.
For more information regarding Transportation, please visit the Tempe Mission Palms Location & Directions website.
What does the agenda look like?
The class will run from 8am-5pm Monday, Tuesday and Wednesday – featuring 3 full days of advanced training and content with Senior Consultant Scott Kern. Plus, be sure to join us for the Welcome Reception on Monday evening from 5–8pm.
How do I check-in for the event?
Check-in will take place Monday, October 24th between 6:30–8am inside the Palm Ballroom Foyer. Breakfast will also be available during this time. Class will start promptly at 8am Monday morning.
Will there be networking opportunities?
Yes! Enjoy the opportunity to connect with some of our expert Foundation Software staff and other FOUNDATION clients throughout the event – learning together, sharing best practices, swapping tips and tricks, and more. Don’t forget your business cards!
What kind of free time is allotted?
Tuesday and Wednesday nights are unscheduled for attendees to explore the local area. Be sure to check out the “Local Attractions” section under “Hotel Information” to learn more about dining and entertainment in the Tempe area.
You mentioned food being served during the event… what will that look like?
Breakfast and lunch will be served Monday, Tuesday and Wednesday. In addition, attendees are invited to enjoy a hospitality kiosk throughout the event – featuring full-day beverage service and snacks each day. Please also join us on Monday evening for our Welcome Networking Reception. Enjoy a strolling dinner, open bar and great networking opportunities in the hotel courtyard.
Mobile App
Information about the event mobile app is coming soon – please check back!
What to Wear
The Tempe Mission Palms hotel has many flexible indoor-outdoor spaces. Guests will walk through an open-air courtyard when traveling to the Palm Ballroom, onsite dining facilities or guest rooms. Plus, our Monday evening reception is scheduled to take place outdoors, weather permitting.
Temperatures in Tempe average between 68-82 degrees in October. Dressing in layers is recommended – especially when transitioning between air-conditioned indoor spaces and warmer outdoor spaces.
Attendees are also encouraged to dress casually and comfortably.
CPE Credits
By attending this event, CPA professionals have the opportunity to earn Continuing Professional Education Credits. If you are a CPA who plans to earn CPE credits, please be sure to follow the sign-in instructions shared at the beginning of the training.
- NASBA requires Foundation Software to track and maintain proper attendance records. Sign-in instructions must be followed to earn CPE credits.
- All these sessions qualify for the “Computer Software & Applications — Non-technical” field of study.
- Please allow 3 weeks after the event ends for us to provide you with your digital CPE certificate.
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 Sponsor through its website: www.NASBARegistry.org.
Contact Info
Should you need to reach out to our team during travel, please email events@foundationsoft.com or call the main company phone number, 800-246-0800.
For onsite assistance, please visit the Registration Table in the Palm Ballroom Foyer.