forecastingandbudgetingwebinar-registration

Those who manage, own, or occupy multi-property portfolios know that property tax budgeting season can be an especially complex and stressful time of the year.

How can you adapt your property tax budget/forecast process to avoid the yearly pitfalls that many multi-property portfolio professionals have come to dread?

Building off of our Rethink Solutions Summit, we’re excited to present this 9-part series on property tax forecasting & budgeting. This series will give an in-depth review and demonstration of itamlink’s budgeting, forecasting and accrual capabilities. The tools from the series will help you tackle one of the busiest times of the year.

REGISTER HERE

Session 1

When: Nov 17th @ 12:30 EST

Topic: Defining the Property Tax Forecast – What is it and what’s the end game

  • Introduction to property tax forecasting with itamlink
  • Exploring the assessment and tax module 
  • Forecast module preview: tax-based and assessment-based forecast
Session 2

When: Nov 19th @ 1 2:30EST

Topic: Exploring the Forecast Module

  • How to generate a tax assessment-based forecast
  • How to generate an assessment-based forecast
  • How and when to do a combined Tax and Assessment Based Forecast Walkthrough
  • Accruals preview
Session 3

When: Nov. 24th @12:30PM EST

Topic: Accruals Module

  • Introduction to Accruals Module
  • How it ties into Forecast – Tax-Based walkthrough to produce Accruals
  • How to adjust accruals
  • Balances: Payments, Refunds, and Balance Adjustment tie-ins
  • Finalizing payments  with the Tax Module
Session 4

When: Dec. 1st @12:30PM EST

Topic: Accruals Automations for the Advanced User

  • How to adjust accruals via forecast 
  • How to adjust accruals via the assessment 
  • Adjusting the forecast and finalizing payments from the Tax Module 
  • Rate automations – nominal rates on tax, blended rate on assessment 
Session 5

When: Dec. 3rd @ 12:30PM EST

Topic: In-Depth Look: Assessment-Based Forecast (Blended Rate Walkthrough)

  • Introduction of Nominal Rate and Blended Rate
  • Assessment-Based Forecast – Blended Rate, resulting Accruals
  • Pros and Cons of assessment-based forecast
Session 6

When: Dec. 8th @ 12:30PM ET

Topic: In-Depth Look: Assessment-Based Forecast (Nominal Rate Walkthrough)

  • Assessment-Based Forecast – Nominal Rate, Resulting Accruals
  • Crystalizing this as a solution to challenges presented during blended rate
Session 7

When: Dec. 10th @ 12:30PM EST

Topic: Data Manger, TBD

Session 8

When: Dec. 15th @ 12:30 PM EST

Topic: Accruals Module (New): Walkthrough, TBD

Session 9

When: Dec. 17th @12:30 PM EST

Topic: Accruals Module (New), TBD

 

Spots are limited so register today!