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Welcome

Welcome to FACTS Elevate! We're so glad you're here.  

If this is your first time at FACTS Elevate, we want to extend a special welcome to you. We also encourage you to join the SIS and FACTS Financial 101 Series to get a good overview of all our products and how they integrate together. 

If you are returning to FACTS Elevate, we've done things a little differently this year. We've created training categories to make it easier for you to find sessions based on your responsibilities and build a personalized schedule. 

We've also introduced cap levels to indicate who the session is geared toward — first time clients (1 cap), proficient clients wanting training on advanced features (2 caps), or advanced users looking to learn more efficient ways to manage information or change existing processes (3 caps).  See Session's Target Audience section below for a detailed explanation.

Do you have a list of questions you need to discuss with a FACTS product expert? To ensure you have adequate time to get your questions answered, schedule a time at the Expert Bar when you choose your sessions. Walk-ins at the Expert Bar are welcome, but registering is the best way to make sure you have enough time with a FACTS team member.

If you'd like assistance selecting your sessions, feel free to contact Account Management, who can make recommendations.

Thank you for joining us!

Session's Target Audience

New clients, first time attendees, or return attendees in new roles that need to refresh their knowledge.

Proficient clients who are looking to expand knowledge of an area or learn more advanced features.

Advanced users looking to learn the most efficient ways to manage information or change existing processes.

Session List by Category

Click to view a PDF version here.

Registered and ready to submit your sessions requests?  Complete the session reservation form here.


Expert Bar - 1 hour

Do you have a list of questions you need to discuss with a FACTS product expert? To ensure you have adequate time to get your questions answered, schedule a time at the Expert Bar when you choose your sessions. Walk-ins at the Expert Bar are welcome, but registering is the best way to make sure you have enough time with a FACTS team member.


This category offers sessions for attendees that manage and make decisions regarding the academic program including Courses and Scheduling, Academic Honors and Class Ranking, and Producing Report Cards and Transcripts for Elementary, Middle, and High School students. Some examples of those positions are: Academic Director, Dean, Academic Advisor, Principal, Vice or AP Principal, Curriculum Director, and Guidance Counselor, Department Head or Chair, Lead Instructors/Teachers, Scheduling Director or Specialist.

Courses and Classes 101 - 2 hours


Get your school year started on the right foot by setting up your courses and classes efficiently. Discover the connection between courses and classes (and what the difference is) and how they impact academic data in other areas of the SIS. We'll also teach you how to transfer students between classes and basic reporting.

Setting Up Class Rank and Honor - 2 hours


If you're interested in learning more ways to keep students on track to meet their academic goals, sign up for this session. Analyze student academic data with confidence to determine class rank, honor roll, and student grade distributions. Learn more about configuration and saving honor roll criteria to reuse each term, or compute averages/GPAs at any time based on different options.

Best Practices for Producing Report Cards - 2 hours


Producing report cards doesn't have to be complicated.  Use the responsibilities of teachers and administrators to configure settings in FACTS SIS, select the appropriate report card template(s), and verify teacher grades before they're published. Plus, see how to prevent unrecognized grades, inaccurate GPAs, and more!

Transcripts 101 - 1 hour


Eliminate frustration by registering for this session to understand transcript basics! Learn how to enter manual transcript records for students — edit and recalculate GPAs, print, archive, email transcripts, and more. 

Best Practices for Producing Transcripts - 2 hours


Understanding transcript data is one session away. Learn how to "crack the code" to transcript GPA calculation, correct basic credit and course errors, connect standardized test, award and community service data, and pre-load transcripts. Walk away with the knowledge required to ensure transcript accuracy for your school!

Using Grade Calculator - 1 hour


Have you wondered how to check grade calculations from various sources in the SIS? Would you like to know how to get an up-to-the-minute GPA or average calculation for a group of students in the middle of a term? Sign up for this session and we will show you exactly how to do those tasks, as well as use this feature for grade comparisons, checking eligibility for a sport or activity, and even troubleshooting when you have a question on a transcript. Don’t waste another minute with manual calculations. Let Grade Calculator do the work for you!

The Power of Graduation Planner - 2 hours


Graduation Planner is MUST for high school personnel looking to audit student progress towards graduation! This SIS feature allows you to configure and track graduation requirements for various academic programs and community service. Learn how to use the Planner to monitor student grades and course completion, aid in scheduling and more. Parents and students will thank you!

FACTS recommends that attendees have experience working with courses, academic management, student data and scheduling before attending this session.

Scheduling 101 - 2 hours


Need to create a new schedule or review the basics? This session covers the fundamental elements of FACTS SIS Scheduling. Register for this session to ensure you have the knowledge required to create and edit templates, copy a schedule, define "no school" days, and understand patterns and other basic scheduling features. You may even discover a shortcut or two!

Scheduling with Group Enrollment - 1 hour


Are you tired of enrolling multiple students into the same classes one at a time? Come discover the simplicity of Group Enrollment! Learn how to enroll multiple students in multiple classes all at once for any grade level. Even the late enrollees! This session is sure to save you a few clicks.

This session is not connected to Scheduling with Course Request.

Automated Scheduling with Course Requests - 2 hours


Now that you know the basics, come learn how to configure and manage course requests within the SIS. Whether by grade level, manual entry, or ParentsWeb, this session will detail the options available to help determine the best method for your school. Leave with the ability to process any student request!

FACTS recommends attending this session prior to Using Automtated Scheduler if your schedule allows.

Using Automated Scheduler - 2 hours


Save time with the auto-scheduler! Schedule and enroll your entire student body with just a few clicks. Discover how the Automated Scheduler considers student requests, maximum class sizes, and other specified requirements or restrictions to create your master schedule. Register for this class to find out how this advanced scheduling feature can work for you.

FACTS recommends attending this session after Automated Scheduling with Course Requests if your schedule allows.

Why every school needs to map their curriculum – even if you use all textbooks! (FACTS Partner Session) - 1 hour

Why has mapping become so popular and why do accreditation agencies require it? Come to get answers to these questions and learn all the ways that mapping your curriculum can benefit your school. (A brief demo of the Curriculum Trak software will be shown, but for a full demo we recommend the Demo Session.)

Developing a Multiple Year Plan to Guide Your School's Teaching/Learning Progress (FACTS Partner Session) - 1 hour

What are the continuous improvement steps your school needs to take given your school's teaching and learning identity? We will explore some general principles and then several paths we have seen schools take. We will demonstrate how Curriculum Trak can be a core tool in this work, whether your school is traditional, project based, classical, exploring an IB focus, or is some combination of approaches. 

Curriculum Trak and FACTS SIS Integration - Two Tools Made for Each Other! (FACTS Partner Session) - 1 hour

Curriculum Trak is a curriculum tool that makes the process of mapping easy.  During this session, we will give you an in-depth overview of the Curriculum Trak product and how it is currently being used by schools.  We will spend time showing you how this tool integrates with the FACTS SIS.  These two products can share and exchange teachers, courses, standards, homework / assignments and other lesson plan content.

Introduction to Strategic Growth Planning for Educators - 1 hour


Data-driven strategic planning is critical in order to uncover and leverage the powerful genius of each school and leadership team. Save the “Best Guesses” and “Gut Feelings” for decisions when the stakes aren’t so high—the future of the school may be at risk. 


This category offers sessions for attendees who are responsible for managing the admissions, enrollment, communication, and marketing and advancement programs for existing and prospective parents and students, the local community and beyond. Some examples of those positions are: Admissions and Enrollment Director, Advisor, or Coordinator, Placement and Testing Coordinator, Communication Director and Specialist, Marketing Director and Coordinator, Development and Advancement Director, Fundraising Coordinator and Campaign Manager, Alumni Director and Coordinator.

Learn About FACTS SIS Online Application - 1 hour

Offer prospective parents a fully online experience while lowering your administrative costs and eliminating manual data entry! FACTS Application provides a polished school image, simplifies the application process for parents, attracts more applicants, and saves your staff from manually updating records in ParentsWeb.

A chance to talk to FACTS Sales.

Learn About FACTS SIS Online Enrollment - 1 hour

Online Enrollment provides an automated reenrollment process for returning students and, when paired with Online Application, a start to finish enrollment process for new students. Come find out how to save parents the frustration of completing the same paper enrollment forms every year, and your staff from manually updating records in ParentsWeb.

A chance to talk to FACTS Sales.

Learn About Parent Alert - 1 hour

How do you notify parents and staff when inclement weather affects your school? What about a change in child pickup for the day? With Parent Alert, you can send urgent information to parents and staff via text messages to mobile phones; voice calls to work, home, and mobile; and emails to multiple addresses. Find out how Parent Alert can help you reach your families instantly during last minute changes and emergencies!

A chance to talk to FACTS Sales.

Learn About FACTS Giving - 1 hour

Do you need an easy way to collect donations online — even via text? FACTS Giving makes it easy to rally your supporters and raise funds for special projects.  Join us as we share our latest Donor product updates and give you an overview of where we are headed in the future!

A chance to talk to FACTS Sales.

Learn About School Site  - 1 hour

Your school's most important marketing tool is your website. With School Site, choose from our library of signature theme designs, or let us help you craft a custom design that will achieve your school's specific goals. Your team can easily update the CMS (Content Management System), which requires no coding experience. School Site also provides dynamic integration with FACTS SIS and ParentsWeb — eliminating dual entry of calendar items, announcements, newsletters, lunch menus, and other content.

A chance to talk to FACTS Sales. 

Online Application 101 - 1 hour


Discover how Online Application can work for you! Learn the best way to configure, track and utilize application data for new applicants and inquiry students. Also see how to accept web-based referrals and evaluations, plus import applicant data into the SIS. Leave with the confidence you need to make your admissions season a breeze!

Online Application: Best Practices for a New Year - 1 hour


Is it time to start your new admissions season? Register for this class to discover best practices to make your admissions process a great experience for you and your families. Become familiar with the admissions essentials — create and modify application packets, update system requirements and settings, and disable the previous year's packets.

Online Enrollment 101 - 2 hours


Online Enrollment is the solution to getting your next school year off to a great start! Reduce paper being sent home (and not returned). Consolidate the information by learning how to create and update enrollment packets, open enrollment and re-enrollment for students, integrate with FACTS and import data into the SIS. You will leave this class ready to manage enrollment like never before!

Online Enrollment: Best Practices for a New Year - 1 hour


Want to be ready for the Enrollment season ahead of schedule? Join this session to learn how to edit the content of your enrollment packets, change your system settings for the new season, and learn best practices for making sure you are ready for a successful new year.

Driving Your Admissions Dashboard - 2 hours


With FACTS SIS, tracking future students is a snap! This session provides basic insight to help maintain a database of prospective students and monitor applicants' admission into your school. Learn how to record inquiries, configure a new student requirement checklist, establish automated emails, and manage a waiting list all through admissions!

Making Admissions Successful with Online Application and Online Enrollment - 1 hour


Learn how to leverage FACTS Application and Enrollment by discussing market expectations and best practices for admissions and re-enrollment. Pick the right tools for the job, and get the most out of these products.

Managing the Parent Experience in ParentsWeb - 1 hour


Learn ParentsWeb configuration best practices, how to maximize features, and how to communicate the release and account creation to your parents. Then log in as a parent to sneak a peek from the parent's perspective. Walk away ready to enhance the family experience!

Maximizing Communication Using FACTS - 1 hour


Are you taking advantage of the various communication tools in FACTS SIS? If not, you might be missing out! Join us for a high-level overview of Communications, ParentsWeb, Maintenance Manager, and Parent Alert. Leave with a better knowledge of the communication options available to you!

Building an Accessible Website - 1 hour


If you haven't thought about accessibility for your website before, it's time to start. Your website content needs to be accessible to everyone, including people with disabilities. Learn what the ADA mandates, what the WCAG (Web Content Accessibility Guidelines) recommend, and how to create a plan of action for your team. 

Creating a Great Website Design - 1 hour


Designing a new website can feel overwhelming. Let us lay out the important details you should consider, from having a responsive design to using analytics to make your popular pages more efficient. Walk away with a checklist of action items you can use today. 

School Site: Advanced Tool Building for Your Website - 1 hour


School Site’s robust CMS has vast capabilities.  If you already know the basics of School Site, but want to dive deeper into a few specific tools and databases, join us in this interactive training.  Allow us to show you tips and tricks while exploring School Site’s potential.

FACTS recommends this session for School Site clients.

Foundations and Grant Writing - 1 hour


This session will feature instruction on how to prepare for writing a grant and what to look for in meeting the needs of your school. The speaker will detail tips on writing the grant and share some common do's and don'ts of grant writing. 

Using Behavioral Economics to Understand Parents' School Choice Process - 1 hour


Dare to transform your approach to recruitment and retention, and challenge the conventions of the field! Step outside your comfort zone to understand why choosing a school is one of the most complex and stressful choice processes that parents face. Explore the decision-making process through the lens of behavioral economics. Discover what are the REAL factors that impact parents’ school choice to understand what you can do to shape and influence their choice.

Content Marketing Expanded - 1 hour


Content marketing is more than just a buzzword. Participants will come away with an understanding of the principles of content marketing, skills for identifying and utilizing their best content, and then go beyond the basics by illuminating the vast possibilities for how to use content. Tools and systems for supporting this whole process will also be discussed.

No More Email: Implementing a Project Management Tool for Communication - 20 minutes


Sage Ridge School recently implemented Basecamp for employee communication and project management. It was a massive project that took over six months and required a deep examination of all communication practices as an organization. In this session, the project lead will share their process and outcomes. Communication is the backbone of all school processes and getting this right is a game changer all schools should consider.

Top 10 Key Performance Indicators (KPIs) - 1 hour


Key performance indicators (KPIs), are uncommon to school leadership, but they provide a core of the information needed to explain a school’s progress towards its tactical and strategic goals. When chosen well and integrated into the leadership culture, KPIs are one of the most important guideposts for the school. This session will explore ten high-value KPIs for schools and address which KPIs provide a leading indicator of performance and results, what data sources should be integrated to provide accurate measurements, as well as how to use KPIs to drive decision making throughout the organization to maximize success.

Effectively Dealing with Difficult People and Conversations - 1 hour


Any and every leader inevitably has the challenge of dealing with difficult people and conversations, and having the best know how to effectively manage these situations with adept skill and wisdom. Whether an employee, a parent or student, a neighbor, or a stranger, being prepared to deal with difficult people with strategies that work provides a big advantage—including a little less stress and a lot less damage control. 


This category offers sessions for attendees who are responsible for the day-to-day activity in the classroom including managing gradebooks, lesson plans, attendance, parent communication, as well as managing school sports, activities, and clubs. Some examples of those positions are: Teacher/Instructor, Teacher Aide, Tutor, Resource Staff, Athletic Director, Coach, Activity or Club Sponsor, Department Head or Chair, Lead Teacher, Academic Director, Vice or AP Principal, Curriculum Director or Lead.

Learn About FACTS LMS - 1 hour

Designed to enhance classroom learning, our Learning Management System (LMS) completely integrates with your database. This integration means no more dual-entry of grades, no roster syncing, and a single login to the LMS and FACTS SIS.

Using Video Technology to Improve Teaching - 1 hour

If you’ve ever tried to provide or receive instructional feedback right after an observation – or worse, a day later – you know how hard it can be to accurately capture thoughts you had in the moment.  Learn how easy, productive, and positive it is to record a teaching lesson, find, and share key learning moments that are important to teaching professional development.

Gradebook 101 - 2 hours


The Gradebook has all the tools a teacher needs to manage the classroom. This session will show you how to create and grade assignments, and how it all calculates towards an average grade. Learn the basics from taking attendance to navigating between different views and features. No matter how simple or complex you want your class records to be, the Gradebook has you covered.

Using the Gradebook with Standards - 2 hours


Did you know that you can use standards-based grading in your Gradebook? This session will incorporate the important information from Gradebook 101, as well as attach standards to your lesson plans and assignments. We will also walk through the basics including taking attendance, grading and navigating between different views and features within the Gradebook.

Lesson Plans 101 - 1 hour


Do all your lesson planning in one place! Document class work, receive feedback from administration or a department head, and communicate homework to students and parents. Learn to save time by copying lesson plans from one class to another or from one day to another. You can even save your plans to share or reuse every year!

FACTS LMS 101 - 2 hours


Extend the classroom and enhance the teacher/student engagement process with the Learning Management System (LMS). Learn how discussions, wall posts, and chat can help student interact with the material, with each other, and with the structure of learning by creating units and topics. Assess progress through assignments, discussions, and quizzes fully integrated with Gradebook.

Producing Report Cards with Traditional Grading - 1 hour


FACTS SIS makes creating report cards easy regardless of how many terms you have. Learn how to enter grades manually or load them automatically to report cards. Discover how skillsets are used, add standard or custom comments to the class or overall report card, assign citizenship grades, and calculate semester and final grades.

FACTS recommends attending Gradebook 101 prior to this session if your schedule allows.

Producing Report Cards with Standards Grading - 1 hour


Does your school use standards-based grading? Learn how to add standards based grades to student report cards, enter or load grades, add standard or custom comments, and assign citizenship grades in the Gradebook.

FACTS recommends attending Using the Gradebook with Standards prior to this session if your schedule allows.

Getting the Most out of Class Websites - 1 hour


Teachers make the most out of the Classroom communication options by learning how to use the various web items in your Classroom. You can easily create announcements, calendar events, upload documents and pictures for parents to see through ParentsWeb, and learn how to email lesson plans, report cards and progress reports through the SIS Communications platform.

FACTS recommends attending Gradebook 101 prior to this session if your schedule allows.

Creating and Grading Web Tests - 1 hour


Are you tired of carrying stacks of papers home to grade all the time? Reduce the weight of that bag by learning how to create virtual assignments including homework, quizzes, and tests that students can take through ParentsWeb. We also discuss options for grading, analyzing results, and importing into the Gradebook.

FACTS recommends attending Gradebook 101 prior to this session if your schedule allows.

Lyrics, Listening, and Learning - 1 hour


This session aims to demonstrate strategies for effectively incorporating music into the classroom while improving student engagement, fostering learning, and enhancing critical thinking skills.

The Behavior Tab: Culture and Consequence - 1 hour


The "Behavior Tab" is more than a sub-menu of the Student Data button and shows more than the information contained within. It reveals the policy, procedures, expectations, and the consistency of a school's culture. Come find out some common mistakes, guidelines, and best practices and how you can leverage the Behavior Tab to work for you.

The ABCs of Increasing Student Engagement 100 Percent - 1 hour


Have you ever been frustrated and discouraged because you’re pouring your heart and soul into teaching, yet your students are in another world and their grades were less than inspiring? Imagine this: your students are attentive and actively engaged with you in the academics of your class and their test scores show the results of that. Studies are proving that engaging students in the learning process significantly increases learning capacity. In this interactive and practical session, you will discover the proven strategies and various techniques to unlock the potential within every student.  

The Tools You Need to Make Classroom Management a Breeze - 1 hour


Management is our ability to lead and leadership is our ability to influence. Teachers will discover their ability to influence others while discovering the tools to manage their classrooms and unlock the limitless potential of their students.

What They Didn't Tell You in Orientation - 1 hour


If you're like many other teachers, your first few days in your new position are a whirlwind of new information, much of which is not even remotely applicable to actually running your classroom. In this session, the speaker will teach you quick tips and tricks to make the most of your teaching time while utilizing the best FACTS has to offer!


This category offers sessions for attendees who are responsible for managing and leading the overall school. The category also includes the attendees that support the leadership in the front office by managing daily teacher, parent, and student interactions.  Some examples of those positions are: Superintendent, Principal, or Headmaster, Dean of School and Vice or AP Principal, Administration Director or Manager, Administrative Assistant and Front Office Coordinator, Communication, Attendance or Testing Coordinator, Reporting Coordinator or Specialist, Student Records Coordinator or Registrar, Food Service Director or Staff, Child Care Director or Staff, Student Health Director or School Nurse.

Federal Funds for Private Schools - 1 hour

Stop using parents’ tuition dollars to pay for school activities and operations that their tax dollars already support!  This session will be a quick and clean outline of the federal funds that support private schools.  ESSA, IDEA, and E-Rate provide several $ billions in support of private and faith-based schools every year.  Learn how private schools can access and use these funds for the benefit of the private school.   

Learn about Payment Forms - 1 hour

Are you looking for a way to collect payments for after school activities, camps, and tickets that don't require advance billing? Payment Forms (Pay It) is a standalone product that does not require any other FACTS products and makes collecting money easy. Enroll in this course to learn more about how to make the most of this feature.

Transition from Desktop to FACTS SIS - 3 hours


Are you still logging into the Desktop platform? With the sunset of this product drawing near, we want to offer the opportunity to get hands-on instruction for transitioning off the Desktop platform and onto FACTS SIS! Join the thousands of other users successfully navigating through our web-based platform from any device. 

Managing Student, Family, and Staff Data - 3 hours


Take a tour of FACTS SIS People Management. Find out how to keep all of your student and family demographic data organized to ensure that your system works for you — no matter how families grow and change. Record behavior events, emergency contacts, medical alerts, and more. Track staff information too, including which security groups they belong to, human resource information, assigning substitutes, viewing staff scheduling, and scheduling. 

Maintaining a Clean SIS Database - 2 hours


Does your SIS database have duplicates or actually two different people that share the same name? Do you have staff showing that no longer work there? This session is designed to teach you how to declutter and maintain clean data. Find out how to use reports to identify and correct  duplicates and other errors, as well as gain a better understanding of the financial connection of individuals and families to prevent future issues. Make your database sparkle again with clean data!

How Do I Start A New School Year in the SIS? - 1 hour


Start the school year off right — learn how to create a new school year, verify and move students to their new grade level and status, add and edit course and class offerings, verify teacher assignments, and get ready for scheduling.  You'll also learn about specific reports that help you know your database is ready for the new year! 

How Do I End A School Year in the SIS? - 1 hour


Close out the school year and gear up for fall with this end-of-year session. Understand student progression and related system considerations. Discuss best practices for report card and transcript archiving, accounting, and  ParentsWeb. 

Attendance 101 - 1 hour


Want to learn about attendance options outside of Gradebook? From setting up attendance criteria for your school, to learning how to record attendance for students and staff, to making adjustments for late arrivals or early dismissals — you will leave feeling confident in knowing your options! We'll also show attendance reports and help you determine which reports are the best fit for your school.

Go Paperless with ParentsWeb Web Forms - 2 hours


Unleash the power of web forms to learn how to streamline the collection of information from parents and students via ParentsWeb. Learn how our standard web forms simplify the process of collecting family demographic changes throughout the school year. In addition, we'll show you how to create your own electronic forms like field trip permission slips and volunteer sign-ups. This session will also explore the more complex functionality offered in master and sub forms, including JavaScript and HTML elements. The best part: NO MORE PAPER!

Basic JavaScript and HTML knowledge is helpful, but definitely not required!

SIS Report Manager 101 - 1 hour


Who has time to go through every report to figure out which one is best? We do! Let us show you how to find reports that show recorded attendance, failing grades, missing user names, duplicate information, and more. Explore the most-used reports and learn tips and tricks for ease of use.

Advanced SIS Report Manager - 1 hour


Master your database through Report Manager. Reports identify recorded attendance, failing grades, missing user names, and duplicate information, to name a few. Explore popular reports and learn tips and tricks for ease of use.

FACTS recommends attending SIS Report Manager 101 prior to this session if your schedule allows.

Create-A-Report 101 - 1 hour


When the standard reports don't quite fit your needs, use Create-a-Report. Register for this session to learn how to build custom school-specific reports using any available data field in the Student, Family, or Staff categories within the SIS. Sort and filter data as preferred then export for printing, analysis or saving as a favorite report. Options are virtually limitless with Create-a-Report!

Setting Up Menu-Based Ordering in Cafeteria - 2 hours


Looking for another way to reduce or eliminate paper at your school? Stop printing those monthly lunch calendars and order forms. With Cafeteria Management, we show you how to create menus, display them in FACTS ParentsWeb, and enable lunch ordering for students and staff.

Using Menu-Based Ordering in Cafeteria - 1 hour


Join this session to learn how teachers and parents submit lunch orders configured in FACTS SIS. You will also learn how to verify class lunch orders and how to review the reports that work best for these areas.

Medical and Immunizations 101 - 1 hour


Are you storing your student's medical information on paper or index cards? If so, then sign up for this session to learn how FACTS SIS can help you collect and manage medical conditions, allergies, track clinic visits, as well as store and track the administration of prescription and over-the-counter medicines all without paper forms. Say goodbye to  those file cabinets!

Immunization Compliance and Cleanup - 2 hours


Let us give your immunization management process a shot in the arm! In this session, you'll learn best practices for setting up and managing immunizations. We'll also show how to configure state immunization requirements and compliance reporting to get the most out of this feature.

  FACTS recommends attending Medical and Immunizations 101 prior to this session if your schedule allows.

FACTS SIS and SDA NAD Data Rollup - 1 hour


Explore information and tools to help our secondary schools navigate FACTS SIS and the SDA NAD Data Rollup. Participants will receive clarification and information on the connection between Data Rollup and FACTS SIS and benefit from expert first-hand knowledge in resolving Data Rollup errors. Participants will be able to network with other FACTS SIS users.

Brand New to FACTS SIS? - 1 hour


Are you new to FACTS SIS and feeling lost and overwhelmed? Join us for an in-depth overview of FACTS and what all the sections actually do and mean. Find out what areas are useful for teachers, administrators and more.

Financially Attainable Master Plans: An innovative approach to implementing your campus master plan - 1 hour


The traditional model of capital campaigning every 5-10 years for large-scale projects is stale. It has led to donor fatigue and a much longer timeframe to completing your master plan. It is unclear how you might fund the high price tag to full implementation and it is difficult to decide where to start. The result: you and your Trustees feel stuck. Your facilities are falling behind and you are unable to support the innovations taking place in teaching and learning. In this session we will share our experience with an innovative approach that switches your Trustees' mindset to a series of small projects as a way to realize your campus master plan.

A FACTS SIS-based Dashboard for Data-Driven School Leaders - 20 minutes


In this session, participants will be introduced to a powerful, FACTS SIS-based dashboard tool that produces robust, colorful, and specific reports to help school leaders monitor academics and behavior.

Your Best Days are Ahead: Tips and Tools for Developing a Healthy Leadership Team - 1 hour


Is your school leadership team made up of highly talented and dedicated individuals but not functioning at its best? All too frequently, team members get tripped up by their blind spots, which leads to organizational conflict, dysfunction, and unproductive work. In this session, we’ll explore research-tested tools and insightful strategies to unlock the true potential of your team, leading it to be a well-functioning and high-performing team whose best days are ahead.

Relationship Management - 20 minutes


Relationships are everything. You have probably heard someone on your leadership team or board say “it’s all about relationships.” Because it is! However, you may wonder, how does that play out in reality? This talk is designed to help identify the challenge of relationship management in our complicated world, and offers designs to help move your team forward in cultivating, nurturing, and sustaining those relationships.

DART: FACTS and Diocese of Kalamazoo - 1 hour


Please check back soon for an updated description.

Digital Management of Student Health Information and Compliance (FACTS Partner Session) - 20 minutes

Because of time-consuming collection processes and compliance risks, many schools are starting to go paperless and seek out electronic Student Health Record (SHR) solutions. Being paperless is helping schools increase parent compliance, eliminate hundreds of hours of paperwork, and reduce risk and liability for schools. Learn how a school's health form collection process directly impacts school compliance ratings and contributes to creating a safe and nurturing environment for schools.


This category offers sessions for attendees who are responsible for managing receivables for a variety of areas at a school including admissions and enrollment fees, tuition, course or activity fees, cafeteria, child care, field trips, school stores, and more.  Some examples of those positions are: Finance Director and Business Office Director, Financial Aid Director or Grant and Aid Director, School Accountant, Bookkeeper, Billing Coordinator or Specialist, Accounts Receivable Staff, Registrar, Tuition Specialist or Coordinator, Food Service Director or Staff, Child Care Director or Staff.

Learn About FACTS Grant & Aid - 1 hour

Have you considered FACTS Grant & Aid for awarding funds at your school? Attend this session to see how you can track funds, notify families, and apply credits towards a payment plan all within the same system.

A chance to talk to FACTS Sales.

Grant & Aid 101 - 1 hour


Fully realize the potential of FACTS Grant & Aid by focusing on new enhancements and discussing best practices with other FACTS Grant & Aid users.

Deep Dive into Grant Management - 1 hour


Are you a FACTS Grant & Aid customer, but don't utilize Grant Management to award funds? This session will be a deep dive into the Grant Management feature. It will cover how to get the most out of your Grant & Aid experience including analyzing awards, sending notifications, and posting awards to payment plans.


This category offers sessions for attendees who are responsible for managing receivables for a variety of areas at a school including admissions and enrollment fees, tuition, course or activity fees, cafeteria, child care, field trips, school stores, and more.  Some examples of those positions are: Finance Director and Business Office Director, Financial Aid Director or Grant and Aid Director, School Accountant, Bookkeeper, Billing Coordinator or Specialist, Accounts Receivable Staff, Registrar, Tuition Specialist or Coordinator, Food Service Director or Staff, Child Care Director or Staff.

Setting up Accounting 101 - 1 hour


This session will show you how to set up your SIS for basic Accounting use.  From learning how to create fiscal years, adding users, and creating accounting systems and categories, to general nagivation in the Family Register and other screens, we will prepare you with the knowledge you need to take other SIS Student Billing sessions.

Setting Up SIS Student Billing 101 - 2 hours


Are you new to Student Billing? Perhaps you just need to know more about how to be more efficient with Student Billing? This session will provide you with a better understanding of how to get started. From setting up your Account System and Categories to understanding Accounting Defaults, we've got you covered. 

FACTS recommends this session for clients who use SIS Student Billing only (not Premier Billing).

Using SIS Student Billing 101 - 2 hours


What do you do after you configure your SIS Student Billing Accounting System? Whether you are a new user or just looking to expand your knowledge, join this session to learn how to use Student Billing to its full potential. This training will guide you through everyday usage of Student Billing including entering charges, payments, and credits along with troubleshooting tips and an in-depth look at reporting.

FACTS recommends this session for clients who use SIS Student Billing only (not Premier Billing).

SIS Student Billing with Blended Families - 2 hours


Are you looking for ways to simplify billing for all the various blended family dynamics? This session will help you learn the most common setups for managing different family structures as an SIS Student Billing school. Understand how to properly create new and edit blended families, how to create a billing records, manage split families throughout the year, split financial responsibility, staff families, and more!

FACTS recommends this session for clients who use SIS Student Billing only (not Premier Billing).

Managing Deferred Money in SIS Student Billing - 1 hour


Deferred money results when a received payment is not totally consumed by outstanding charges. Learn how to apply deferred money to open charges for a variety of accounting system and fiscal year scenarios. In addition, move deferred money from one accounting system or fiscal year to another.         

  FACTS recommends this session for clients who use SIS Student Billing only (not Premier Billing).  

SIS Child Care Billing Options - 2 hours


Does your school offer a flat rate for weekly, monthly, or yearly child care options? Attend this session to learn how to configure and create general monthly plans and weekly charges.

FACTS recommends this session for clients who use SIS Student Billing only (not Premier Billing).

Live Time Clock Billing for SIS Child Care - 2 hours


Does your school bill according to the number of minutes or hours a student attends before or after care? Do you have different plan rates for different days of the week? Attend this session to learn how to configure the Live Time Clock for the most automated process possible.

FACTS recommends this session for clients who use SIS Student Billing only (not Premier Billing).

Setting Up SIS Cash Register for Cafeterias and School Stores - 1 hour


Do you sell snacks and other à la carte items in your cafeteria? How about pencils, paper, or even school spirit wear in a school store? With FACTS SIS, you can learn how to set up a point of sale presence to process and track those sales.

FACTS recommends this session for clients who use SIS Student Billing only (not Premier Billing).

Using SIS Cash Register to Manage Cafeterias and School Stores - 1 hour


After you learn about setting up your Cash Register, come find out how to record charges and payments for student and staff purchases, and even use multiple cash registers to satisfy point of sale needs!

FACTS recommends this session for clients that use the SIS Cash Register or Premier Billing Cash Register.


This category offers sessions for attendees who are responsible for managing receivables for a variety of areas at a school including admissions and enrollment fees, tuition, course or activity fees, cafeteria, child care, field trips, school stores, and more.  Some examples of those positions are: Finance Director and Business Office Director, Financial Aid Director or Grant and Aid Director, School Accountant, Bookkeeper, Billing Coordinator or Specialist, Accounts Receivable Staff, Registrar, Tuition Specialist or Coordinator, Food Service Director or Staff, Child Care Director or Staff.

Learn About FACTS SIS - 1 hour

If you're using our financial products, but also looking for a way to elevate the parent, staff, and teacher experience at your school, stop by for a demonstration of our Student Information System. Discover how we help manage Admissions to Graduation and everything in between. By connecting our Student Information System software with our FACTS financial software, we provide a single platform experience and reduce the headache of remembering where to look for grades, calendar events, and tuition balances.

A chance to talk to FACTS Sales.

Learn About FACTS Tuition Management - 1 hour

Looking for a better way to manage your tuition options including payment plans and collection? Attend this demo to gain a high level understanding of FACTS Tuition Management. We will review navigation, payment plan options, transaction entry, finalizing and servicing agreements, and reporting.

A chance to talk to FACTS Sales.

Learn About FACTS Advanced Accounting - 1 hour

Would you like to learn more about FACTS Advanced Accounting? This session is for those interested in learning how Advanced Accounting allows FACTS to become the school's Accounts Receivable Subsidiary Ledger and eliminate the need for duplicate bookkeeping. 

A chance to talk to FACTS Sales.

Learn About Premier Billing - 1 hour

One demographic system of record + one financial system of record + one payment processing system = FACTS Premier Billing. Join this session to discover the integration capabilities to support the way your school manages information and communicates with families all in one place!

A chance to talk to FACTS Sales.

Payment Plan Configuration 101 - 1 hour


Are you new to FACTS payment plans? If so, join us to find out how to configure your options to customize payment plans to meet the individual needs of your family —  collecting down payments, offering multiple payment and remittance dates, and much more!

Best Practices for Tuition Reporting - 1 hour


Managing your school's receivables is not an easy job. Let us show you which reports you can use weekly, monthly, and throughout the school year to stay on top of the money that is coming in!

100% Tuition Utilization - 1 hour


This session will go over how using FACTS for 100% of your families streamlines internal processes and improves reporting. It will cover our flexible payments plan and billing options and how they can meet your families' unique needs.

Managing Tuition Delinquency - 1 hour


This session is an in-depth look at managing FACTS Tuition delinquencies. Starting off with how this feature works, we then discuss best practices built on utilizing tuition policies that help parents stay on track. Learn how to use the program to send payment reminders, return payment notices, and even make outbound phone calls!

Payment Plan Servicing - 1 hour


Current Tuition Management customers will review flexible servicing options to manage tuition payment plans. Learn how to manage balances and payments, customer payment schedules and fees, and make individual and mass entry changes. 

Financial Reporting Best Practices for Tuition - 1 hour


This session will help your school with best business practices for managing your data to get the most out of your reports. It will cover best use of institution accounts and adjustment reasons when applying charges, credits, payments, corrections, and transfers.

FACTS Financial Products: The Family Experience - 1 hour


This session will take an in-depth look at how families experience FACTS Tuition Management. In this session, we will show you how families can sign up for payment plans and manage their online account.

Advanced Accounting: Reports and Reconciliation Refresher - 1 hour


This session is for current users of FACTS Advanced Accounting looking for a refresher course on the month-end reconciliations and some new best practices.

FACTS recommends this session for clients who use Advanced Accounting only.

Incidental Billing 101 - 1 hour


With FACTS Incidental Billing, you can quickly and easily load charges, send invoices, and collect payments for ancillary fees you currently are collecting in-house.

Prepay Accounts 101 - 1 hour


Learn how to conveniently allow your families to prefund account balances ahead of time, apply charges against pre-paid balances, and manage the funds through reporting.

This session is not recommended for Premier Billing clients.

Premier Billing 101 - 2 hours


Take advantage of FACTS Tuition Management and FACTS SIS working cohesively to provide a complete student information and financial management solution all in one location for your families. Review the integrated family and school experiences in Admissions and FACTS Billing.

FACTS recommends this session for SSO (Single Sign-On) Integration or Premier Billing Integration clients only (not SIS Student Billing).

Premier Billing with Blended Families - 2 hours


Are you looking for ways to simplify billing for all the various blended family dynamics? This session will help you learn the most common setups for managing different family structures as a FACTS Premier Billing school. Understand how to properly map SIS families to create a billing record, manage split families, split financial responsibility, staff families, and more!

FACTS recommends this session for Premier Billing (not SIS Student Billing).

Premier Billing with Lunch - 2 hours


Learn how FACTS SIS Cafeteria integrates with FACTS Tuition Management through Premier Billing. Want to know what Lunch Methods 1 and 2 are all about? Register for this session and we will discuss those methods, as well as how charges created in SIS are sent to FACTS payment plans. We will also review FACTS reports, and go through the family's experience.

FACTS recommends this session for Premier Billing (not SIS Student Billing).

Setting Up the Cash Register with Premier Billing - 1 hour


Join this session to understand basic configuration of your Cash Register for setting up a point-of-sale presence and tracking sales with Premier Billing!

FACTS recommends this session for Premier Billing (not SIS Student Billing).

Premier Billing with Child Care Plans - 2 hours


If you are using Premier Billing, come find out how Tuition Management and SIS Child Care integrate. This session shows how charges are created and sent to payment plans, how to review available reports, and how to save staff time by having families become responsible for their child(s) clock in/out time!

FACTS recommends this session for Premier Billing (not SIS Student Billing).

Attributes of a Strategic CFO - 20 minutes


Are you a strategic CFO or a bean counter? This short session will walk you through the differences of the two approaches to being a business officer and attempt to offer some compelling reasons why being a strategic CFO will better serve your school.

Transitioning Tuition Collection to FACTS - 20 minutes


This session will discuss the benefits of using FACTS products for tuition collection, including the process and steps to take with families when making the transition to FACTS. The speaker will also cover how to retain families once the institution has moved to FACTS.

How FACTS Solved Our Tuition Collection Issues - 20 minutes


Find out how a first-year FACTS school solved their major tuition collection and cash flow issues with FACTS. Learn why cash flow is king for schools and how actively-managed tuition management through FACTS creates efficiencies for the front office. 

Benefits of Streamlining Education Experience and Business Services - 20 minutes


Learn about the benefits of streamlining business services and educational offerings as opposed to piecemealing the process. You'll learn how this helps your administration, faculty, staff, and your school's parents. The speaker will share her personal experiences, including statistics around consolidating their services and how it saved them money across the board. Customer feedback and ease of tracking their grades/homework/calendar will be covered as well.


This category offers sessions for attendees who are responsible for overseeing the use, security, and daily management of the school information and financial software. This category also includes attendees who make decisions on system configuration, automated communications, and facilitate requests for custom reporting. Some examples of those positions are: Technology or IT Director or Coordinator/Specialist, System Administrator or Database Manager, Administrative or Front Office Staff, School Leadership, Technology/IT Department Head or Instructor.

Learn About SIS Customization Kit - 1 hour

Does your school need more custom reporting that Report Manager offers? Do you or someone on staff at your school have advanced HTML skills? Join this demonstration to find out if  SIS Customization Kit can help your school save time and money coding your own reports.

FACTS recommends proficient  HTML coding experience for considering the Customization Kit.

SIS Database Configuration 101 - 1 hour


Do you ever wonder where it all started with your SIS database? School Configuration is like the control panel of the system. Join this session to learn how your database is configured and what to do if you want to make changes during or between school years. We will also show other options in Configuration to make sure your database is operating as efficiently as possible.

ParentsWeb 101 - 1 hour


ParentsWeb is the gateway that connects your school to families and students. Understand your configuration options like creating calendar events and announcements, sharing grades, homework, and attendance with parents, and more. Learn to take control of what your parents and students can see and when they see it!

SIS Security 101 - 2 hours


Protect your school database through responsible gatekeeping: learn how security rights control SIS functions. Then, we'll show you how to create and manage security groups that allow staff appropriate system access.

FACTS recommends this session to attendees with System Administration (full) Security Rights to their SIS database.

Automating School Notifications for Parents - 2 hours


Did you know you can automate your communication? Discover how to configure automation with SIS Maintenance Manager for attendance, behavior, and academic-based notifications, to name a few. Allow Maintenance Manager to help make sure families are getting the emails you used to send home on paper with students!

SIS Customization Kit Reporting - 2 hours


If you are proficient in HTML coding and want to learn how to save your school time and money on custom reporting, sign up for this session!  We will teach you how you can create your own branded report cards and transcripts.

FACTS recommends this session for attendees who are proficient in HTML coding.