2011 TCI User Conference Suggested Tracks
Over the years, you’ve asked us to provide you with suggested session itineraries. This year, we’ve created these suggested session tracks to help you maximize your conference experience and ROI. However, please note these tracks are intended as a suggestion, and that you should build your itinerary based on your particular role, needs, and industry. If you would like additional assistance with session selection, please contact your Customer Relationship Manager or email tciuserconference@taxcomp.com.
- LicenseHQ - You know how to use LicenseHQ, but are you really maximizing your license process efficiency? This track includes training on advanced topics such as custom reporting, advanced payment options, and how to customize the system to match your workflow and ensure you’re getting the most out of LicenseHQ.
- New PTMS Users - New to PTMS, or never received any formal PTMS training? This track will provide you with the foundation, knowledge, and skills you’ll need to successfully manage your compliance process and satisfy your internal reporting requirements.
- Property Tax Managers - As managers, you’re not performing the detailed compliance work, but you need to understand PTMS processes and how to obtain important information quickly and easily. This track will provide you with both so you can spend less time dealing with compliance tasks and more time on others, such as tax minimization and achieving a better bottom line.
- Real Estate Professionals - Learn to master PTMS for your real property. Learn everything from system navigation to working with comparable properties, accruals, appeals, payments, and more. These sessions will help ensure you’re maximizing your ROI while minimizing the time spent on your real property taxes.
- BPP Return Filers - Learn everything from importing, scrubbing, and classifying your assets, to calculating asset values, to printing your returns. Are you spending too much time on mindless repetitive tasks? Are you certain you’re setting yourself up to be assessed at the lowest legal value? Ensure you’re spending less time on the mundane and getting the best results.
- Value Notice and Payment Processors - ; Whether you process one hundred property tax bills or one thousand, this track will provide you with valuable insight on how to maximize your efficiency and minimize your taxes. Learn how to identify instances of overvaluation, manage appeals, process bills individually and en masse, and much more.
LicenseHQ
Featured Session - LicenseHQ: The Next Generation
Discover the latest features added to LicenseHQ, and ensure you’re maximizing your organization's efficiency with these exciting, time-saving tools. We’ve added modules to save you time managing your on-site inspections, contracts, vehicle licenses, employee certifications, and more. If any of these areas impact your company, you’ll want to attend this session.
Dates and Times
Monday, September 26, 9:15 AM – 10:15 AM
Other Track Sessions
Customizing LicenseHQ to Fit Your Company and Workflow
LicenseHQ Data Updates and Custom Reports Made Easy
License Professionals Roundtable
Paying it Forward: Advanced Payment Options in LicenseHQ
Download the 2011 TCI User Conference Suggested Schedule - LicenseHQ Track >>>
New PTMS Users
Featured Session - PTMS Basics
PTMS Basics provides you an opportunity to develop a clear understanding of the fundamentals of PTMS. This course uses lecture, demonstration, and hands-on practice for learning how to use New PTMS to prepare personal property tax returns, compare values, and process tax bills. You will learn how to get the most out of PTMS's data reporting and management functions.
Dates and Times
Monday, September 26, 9:00 AM – Tuesday, September 27, 4:00 PM
Other Track Sessions
Importing Basics: How to Get Your Data into PTMS
Advanced Importing: Let PTMS Do the Work for You
Taking Stock of Inventory in PTMS
Protect Your Assets: PTMS System Administration
PTMS Best Practices
Capture Efficiency with PTMS WorkSpace
Download the 2011 TCI User Conference Suggested Schedule - New PTMS Users Track >>>
Property Tax Managers
Featured Session - Capture Efficiency with PTMS WorkSpace
TCI WorkSpace integrates Document Management, Information Collection and Collaboration, Workflow, and Business Analytics with TCI's line of tax applications. TCI WorkSpace provides directors, managers, and accountants with visibility into all tax operations from a single solution. The optional Capture module automates data entry using OCR (Optical Character Recognition) technology to capture tax data from scanned tax bills and assessment notices.
Dates and Times
Monday, September 26, 10:30 AM – 4:00 PM
Wednesday, September 28, 9:15 AM – 2:45 PM
Other Track Sessions
PTMS Gets Personal: BPP the Way You Want It
PTMS Gets Real: Maximizing Your Real Estate Views
Hitting the Mark: Accurately Forecasting Tax Liability in PTMS
Removing the Cruel from Accruals
New PTMS Appeals Manager: More Appealing, Less Taxing
Migrating to New PTMS: Your Roadmap to Success
Sharing Your Success: Customers Share Their New PTMS Experiences
Sharing Your Success: Customers Share Their TCI WorkSpace Experiences
TCI WorkSpace Wants You: Your Ideas on Enhancing TCI WorkSpace
PTMS Wants You: Your Ideas on Enhancing the PTMS Calendar and PTMS Dashboard
PTMS Wants You: Your Ideas on Enhancing PTMS for Appeal and Value Reports
PTMS Wants You: Your Ideas on Enhancing PTMS for Payment Reports
Download the 2011 TCI User Conference Suggested Schedule - Property Tax Managers Track >>>
Real Estate Professionals
Featured Session - PTMS Gets Real: Maximizing Your Real Estate Views
Maximize your efficiency by optimizing PTMS for your specific real property needs. Whether you already use PTMS for your real property, or are just thinking about it, this session is a "must attend" for both accountants and managers alike. In this session, you will learn how to:
- Create custom interface configurations for each of the tax functions you perform.
- Share interface configurations to minimize setup time and ensure consistency across your department.
- Seamlessly move data back and forth between PTMS and Microsoft Office.
- Use the Filtering, Grouping, and Global Replace features to minimize the time you spend querying and editing real property data.
Dates and Times
Monday, September 26, 9:00 AM – 10:15 AM
Other Track Sessions
Is the Price Right? Working with Values in PTMS
Making Payments Less Taxing
How Low Can You Go? PTMS Value Reductions
PTMS Best Practices
Hitting the Mark: Accurately Forecasting Tax Liability in PTMS
Removing the Cruel from Accruals
New PTMS Appeals Manager: More Appealing, Less Taxing
Capture Efficiency with PTMS WorkSpace
Sharing Your Success: Customers Share Their TCI WorkSpace Experiences
PTMS Wants You: Your Ideas on Enhancing the PTMS Calendar and PTMS Dashboard
PTMS Wants You: Your Ideas on Enhancing PTMS for Appeal and Value Reports
PTMS Wants You: Your Ideas on Enhancing PTMS for Payment Reports
Download the 2011 TCI User Conference Suggested Schedule - Real Estate Professionals Track >>>
BPP Return Filers
Featured Session - Many Happy Returns: BPP Filings in New PTMS
Learn how to streamline your tax return preparation processes and ensure the proper data flows to your returns. In this session, you will learn how to:
- Customize your system using the PTMS Options.
- Assign jurisdictions.
- Assign accounts.
- Customize and apply assessment classifications.
- Handle exceptions.
- Manage deadlines using the PTMS Calendar and PTMS Dashboard.
- Generate management reports.
Dates and Times
Monday, September 26, 10:30 AM – 4:00 PM
Tuesday, September 27, 9:15 AM – 2:45 PM
Other Track Sessions
PTMS Gets Personal: BPP the Way You Want It
Importing Basics: How to Get Your Data into PTMS
Advanced Importing: Let PTMS Do the Work for You
Taking Stock of Inventory in PTMS
PTMS Best Practices
Sharing Your Success: Customers Share Their New PTMS Experiences
PTMS Wants You: Your Ideas on Enhancing PTMS for Reconciliation and Property Reports
PTMS Wants You: Your Ideas on Enhancing the PTMS Calendar and PTMS Dashboard
Download the 2011 TCI User Conference Suggested Schedule - BPP Return Filers Track >>>
Value Notice and Payment Processors
Featured Session - Making Payments Less Taxing
While you may have to pay property taxes, it does not mean you should pay more than necessary. Your bottom line takes the same hit whether you are overtaxed, pay penalties and interest, or waste man hours due to payment process inefficiency. Let the PTMS Payment Manager help you minimize all three. Attend this session and learn how to:
- Customize your PTMS interface to achieve maximum efficiency.
- Use the Standard and Quick Entry methods for processing tax bills.
- Handle multiple jurisdiction levels.
- Process adjustments, refunds, and other bills in non-standard situations.
- Create check requests and submit them to AP (paper or electronic).
Dates and Times
Tuesday, September 27, 9:15 AM – 2:45 PM
Wednesday, September 28, 9:15 AM – 2:45 PM
