2021 itamlink User Summit

Join us for exclusive itamlink training, roundtable discussions, personalized office hours with property tax management experts, and more.

EVENT DETAILS

TAKING PLACE VIRTUALLY

Summit (Virtual): October 28-29, 2021

Pre-Summit (In Person): October 27, 2021*

*Interested in attending the in-person pre-summit? Reach out to your itamlink rep.

WHY ATTEND

Explore new features and enhancements, meet with property tax management experts, and learn best practices during practical demonstrations and hands-on training. You'll also have a chance to connect with colleagues from retail, commercial real estate, multifamily, logistics, energy, and more. Plus, attend personalized, 1:1 meetings with Rethink staff for all of your itamlink questions and property tax management needs.

Agenda

Session Details

Pre-Summit: In-Person Training

Hands-on training from Rethink staff to help users new to itamlink get the most out of the software. Learn to navigate itamlink, see a live demo, and ask your questions all in person. In-person only.

Best Practices for Property Tax Forecasting and Budgeting

In this practical session, learn the fundamentals of forecasting and budgeting in itamlink. We'll share best practices and our recommendations for forecasting by bill type, bulk forecasting, cashflow, reporting, and more. We'll also discuss tax vs assessment-based forecasts.

Advanced: Report Filters and Dashboards

Learn how to customize and save reports, "pin" reports to the Dashboard for quick access, and leverage powerful report filters. We'll also review available itamlink dashboards.

Advanced: Tax Payments and Fees

Review payment approval hierarchies, the difference between tax and fee records, and  creating and approving tax records/ installments and fee records. We'll also provide a demo of using a certified integration to automate payment processes.

Best Practices for Appeals and Savings

A practical, hands-on session covering the appeal workflow. Learn the structure of Appeal and Savings records, how to generate records in bulk or one at a time, and appeal reporting best practices.

Introducing the Jurisdiction Manager and Tax Installment Generator

Learn the functionality and new features of the Jurisdiction Manager and the Tax Installment Generator. We'll cover how to track rates and installment due dates by collectors/vendors, generate tax and tax installment records from the Jurisdiction Manager or using data from previous years.

Hands-on: New itamlink Capture

A walkthrough and live demo of our redesigned Capture product, the industry-leading data abstraction tool that converts paper tax documents into searchable electronic data.

Lease Management and Tenant Allocations

A hands-on session reviewing the Lease module and updated functionality and enhancements. We'll explore creating tenants as contacts, Building Allocations, and Tenant Allocations.

Deep Dive: Accruals Management

An in-depth session to help you make the most of the itamlink Accruals module. We'll dive into configuring the accrual year/time period, creating accrual records manually and from your forecast/budget, keeping records in sync, and accruals reporting.

Rethink 1:1 Office Hours

Bring questions about your property tax management strategy, using specific itamlink modules, or getting the most out of the software. Have them answered during dedicated, 1:1 sessions with Rethink staff.

Agenda

Day 1

11:30 - 12:30
12:30 - 1:30
1:30 - 2:15
2:15 - 2:30
2:30 - 3:30
3:30 - 3:45
3:45 - 4:45
5:00 - 6:00
information icon
info about plan item goes here
10:00 - 11:30
Itamlink 101: Training and Features for New Users
Itamlink 101 Breakout Groups
LUNCH
Intro Session
BREAK
General Appeals Session
BREAK
Tax Payments and Fees (approvals, tracking, contacts, etc)
Industry-Specific Roundtables
Reception / Networking
4:45 - 5:00

Day 2

10:00 – 11:00
11:00 – 12:00
12:00 – 1:00
1:00 – 2:00
2:00 – 3:00
3:00 – 3:15
3:15 – 4:15
5:30 – 6:00
information icon
info about plan item goes here
9:00 – 10:00
Itamlink 101: Training and Features for New Users
Itamlink 101 Breakout Groups
Data Manager: Jurisdiction Mgr, Tax Instalment Generator...
LUNCH
Using Report Filters
IPTI Corporate Session
BREAK
Forecasting and Budgeting
Wrap-up / Closing Remarks
4:15 – 5:15
Accruals

Don’t Miss it! Register Today.

Pre-Summit (In-Person Only)

While our summit will be taking place virtually, we will be hosting an in-person Pre-Summit on October 27, 2021. We welcome anyone able to attend to join us at our office in Toronto, ON.

Hands on Training

for new users and teams

1:1 Meetings

with rethink staff

Personalized demos

and walkthroughs
© 2021 Rethink Solutions. All Rights Reserved
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© 2021 Rethink Solutions. All Rights Reserved
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© 2021 Rethink Solutions. All Rights Reserved