Session Descriptions

Below is the current list of sessions that will be offered at the 2023 Rent Manager User Conference. Check back often for updates or session additions!

This year we have categorized the sessions by difficulty and business role. Use the filters to narrow the class list to sessions that match your interests.

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Accounting Showcase

Accounting

Rent Manager is a robust accounting solution for your business, and we have equally powerful customers addressing financial needs through our software in amazingly creative ways. This session is meant to both celebrate and showcase these incredible accounting minds! Join this session to share your accounting strategies, techniques, preferences, and solutions with your peers! You can discuss how you prefer to handle certain financial situations or the reports you would like to review monthly. Whether you’re an accounting guru or a novice, we think everyone will leave this session inspired by the ideas shared in this class.

Presenter: Chuck Stevens
Presenter Job Title: Chief Financial Officer

Difficulty Level: Advanced

Requirements: Moderate Accounting Knowledge
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Owner/CEO

Accountant

Affordable Housing Discussion

Roundtable

If you have tenants that benefit from HUD or Section 8 subsidies, we invite you to join this open conversation about the industry of affordable housing. We’ll explore some hot topics facing this industry today and best practices for managing these properties in Rent Manager. We’ll also have time reserved to hear about the features you hope to see incorporated into Rent Manager that would make your life easier!

Learning Objectives:
Discuss hot topics in the affordable housing industry.

Identify opportunities for Rent Manager to support this industry further.

Presenter: Tony Little
Presenter Job Title: Chief Technology Officer

Difficulty Level: Advanced

Requirements: Management Experience In This Industry
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

Accountant

Service Technician

Leasing Agent

System Administrator

Association Roundtable

Roundtable

If you’re managing associations, we invite you to assemble with your peers in this roundtable-styled discussion. This is an incredible opportunity to hear tips, tricks, best practices, and recommendations from others in your industry. Our team will help drive and moderate the discussion, but you will determine the overall direction of this session! If it concerns association management, it’s on the table for discussion!

Learning Objectives:

Discuss hot topics in the association industry.
Discover challenges that other professionals are facing in this industry.
Share tips, tricks, and best practices related to associations.

Presenter: Kendal Thompson
Presenter Job Title: Business Analyst

Difficulty Level: Advanced

Requirements: Management Experience In This Industry
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

Accountant

Service Technician

Leasing Agent

System Administrator

Becoming a More Engaging Speaker

Professional Development

Are you afraid of speaking in public? Do you get nervous around new people? Is it hard to express your thoughts in meetings? We tend to think great communicators are just born that way. But here’s the truth, developing confidence as a speaker has more to do with discipline than genetics. Chris Griesinger, Director of Customer Experience, will share tips and tricks he’s learned as a professional communicator. Chris has won numerous speaking awards over his career and owes it all to the techniques he learned from other great mentors. If you want to become a more confident speaker, join this session!

Learning Objectives:

Develop strategies for overcoming anxiety and nervousness when speaking to others.
Identify techniques for engaging audiences during presentations and meetings.
Practice vocal and physical techniques for enhancing clarity, confidence, and poise.
Create a personalized plan for improving your communication skills.

Presenter: Chris Griesinger
Presenter Job Title: Director of Customer Experience

Difficulty Level: Beginner

Requirements: None
Advanced Preparation: None
CPE Credits: Personal Development (1.5)
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

Accountant

Service Technician

Leasing Agent

System Administrator

Booking Short Term Rentals

Leasing/Marketing

Rent Manager continues to provide new features to support the short-term rental (STR) industry. In this eye-opening session, you’ll discover how to set up your special rental rates and manage the reservation process through Rent Manager. You’ll even see how to take advantage of the Online Bookings tool, which lets renters book and pay for their rentals through a fully customized reservation website hosted by us!

Learning Objectives:

Specific learning objectives coming soon!

Presenter: Liz Maloney
Presenter Job Title: Training Specialist

Difficulty Level: Intermediate

Requirements: Basic Experience Managing Short Term Rentals
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

Leasing Agent

System Administrator

Bookkeeping Brush Up

Beginner

A bookkeeper’s work is never done. Each day you’re processing payments, paying bills, tracking down transaction data, reconciling accounts, and even correcting mistakes as you find them. This session examines how to handle key bookkeeping tasks related to managing your receivables and payables. This is a fantastic course for anyone responsible for this work at the office or anyone looking to prepare themselves to pass the Rent Manager Bookkeeping Certification Test!

Learning Objectives:?

Use search tools to locate financial data and answer accounting setup questions.
Enter common types of transactions.
Correct common transaction entry mistakes.?

Presenter: Lindsey Urs
Presenter Job Title: Training Specialist

Difficulty Level: Beginner

Requirements: None
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Property Manager

Accountant

Building a Brand

Leasing/Marketing

McDonald’s. Starbucks. Apple. These names immediately trigger brand recognition. You can instantly picture their logos, their buildings, their products, and the service experiences they provide. And while we can’t all lead up global, billion-dollar operations, branding can still play a key role in your business's success and continued growth. In this session, we’ll provide guidance on how to identify and establish a brand for your business. You’ll also learn how Rent Manager can be used to emphasize and even deliver on your brand promises.

Learning Objectives:

Specific learning objectives coming soon!

Presenter: Kari Miller
Presenter Job Title: Business Intelligence Analyst

Difficulty Level: Intermediate

Requirements: Basic Marketing Experience
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Owner/CEO

Leasing Agent

Building Action Reports for Your Staff

Advanced

Imagine providing a report to your site managers each morning that tells them precisely what they need to get done and the priority of each task. In this session, you’ll learn how to script “actionable” reports that do just that! These reports scour your Rent Manager database for incomplete work, weigh those issues based on importance, and then prioritize the workload for your employees. Best of all, these reports can be scripted to identify problems and offer solutions based on your business rules! Join this session and discover how to automate and revolutionize your staff’s workload!

Learning Objectives:

Understand the strategic benefit of scripting action-based reports in Rent Manager.
Learn how to write scripts that identify “incomplete” work along with resolution steps.
Provide a weighted value to incomplete tasks in order to prioritize the workload for an employee.

Presenter: Chris Griesinger
Presenter Job Title: Director of Customer Experience

Difficulty Level: Advanced

Requirements: Scripting Knowledge
Advanced Preparation: None
CPE Credits: Computer Software & Application (1.5)
NARPM Certified

Suggested Roles

Owner/CEO

System Administrator

Business Advice From Your Friendly Neighborhood IT Professional

Professional Development

As property management ventures further into the digital space, expanding your IT infrastructure becomes critical to your business success. You need systems and policies in place to protect your company from everything from performance issues to cyber threats. Join this class for advice on protecting your business data and staff from falling prey to malicious cyber attacks. We’ll even examine some of our IT products and services that can offer your business more peace of mind.

Learning Objectives:

Learn about the latest cyber-security threats and how to mitigate them.
Recognize best practices for developing IT systems and policies designed to maintain IT performance.
Discover IT products and services that can offer your business better protection.

Presenter: Nick Lorenz
Presenter Job Title: IT Consultant

Difficulty Level: Beginner

Requirements: None
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Owner/CEO

System Administrator

Closing Your Books

Accounting

Closing your books is an integral step in preserving the fidelity of your financial data. However, without a formal close process, there’s no guarantee that your reports are entirely accurate. This session will provide guidance on how to establish and enforce a customizable “close” process for your books. We’ll also examine reports that give insight into your company’s performance over the past year and procedural tips for handling adjustments that may need to be made to your books during or after the close period.

Learning Objectives:

Understand the importance of closing your books in maintaining accurate financial data.
Learn how to establish a formal “close” process which includes task assignments and deadlines.
Enforce your closed periods through Rent Manager preferences and permissions.
Identify reports that you should review periodically to confirm the accuracy of your data.
Identify the proper way to make corrections in a previously closed accounting period.

Presenter: Olivia Feldmann
Presenter Job Title: Implementation Consultant

Difficulty Level: Intermediate

Requirements: Basic Accounting Experience
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Accountant

System Administrator

Commercial (CAM) Reconciliations

Accounting

Does the thought of manually reconciling another CAM account at the end of the year send a shiver down your spine? Then this session is for you. Rent Manager includes CAM reconciliation tools that can turn an otherwise time-consuming process into a few simple mouse clicks. In this session, we’ll show you how to properly set up, manage, and reconcile commercial maintenance, tax, and insurance charges based on the terms of your commercial leases. We have a truly flexible reconciliation tool, so come learn how to tailor it to the specific needs of your business!

Learning Objectives:

Set up general ledger accounts and charge types for handling commercial reconciliations.
Establish projected expense amounts for various "triple-net" expenses for the year.
Define tenant pro rata share percentages based on your commercial lease terms.
Perform reconciliations and provide statements to your commercial tenants.

Presenter: Warren Beeckman
Presenter Job Title: Implementation Consultant

Difficulty Level: Intermediate

Requirements: Basic Experience with Commercial Management
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Property Manager

Accountant

Commercial Roundtable

Roundtable

If you’re managing commercial properties, we invite you to assemble with your peers in this roundtable-styled discussion. This is an incredible opportunity to hear tips, tricks, best practices, and recommendations from others in your industry. Our team will help drive and moderate the discussion, but you will determine the overall direction of this session! If it concerns commercial management, it’s on the table for discussion!

Learning Objectives:

Discuss hot topics in the commercial management industry.
Discover challenges that other professionals are facing in this industry.
Share tips, tricks, and best practices related to commercial management.

Presenter: Jeremy Moore
Presenter Job Title: Director of Sales

Difficulty Level: Advanced

Requirements: Management Experience in This Industry
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

Accountant

Service Technician

Leasing Agent

System Administrator

Construction and Renovation Projects

Property Management

There are many moving pieces to any property renovation or construction project. You’re trying to keep your employees and contractors on the same page, collecting estimates and getting costs approved, and making sure the work gets done in the proper order and on time. It’s a lot! This session will examine how Rent Manager can step into these projects and provide much-needed organization and financial oversight.

Learning Objectives:

Learn how Project Manager can help organize all aspects of major construction and renovation work.
Use Rent Manager features to keep everyone involved in the project on task.
Define jobs to track the financial costs associated with each project.
Utilize reports to confirm the success of the project and to benchmark costs versus similar projects.

Presenter: Evan Grawe
Presenter Job Title: Support Team Leader

Difficulty Level: Intermediate

Requirements: Basic Project Management Experience
Advanced Preparation: None
CPE Credits: Computer Software & Application (1.5)
NARPM Certified

Suggested Roles

Property Manager

Service Technician

System Administrator

Defending Your Balance Sheet

Accounting

Balance sheets display the financial health of your managed properties. They are often requested by investors, lenders, and even board members to assess the overall performance of your management company. For this reason, your balance sheets need to be accurate and supported by other reports. In this session, we’ll examine how to “tie-out” your balance sheet to other key reports and how to troubleshoot common discrepancies between them.

Learning Objectives:

Understand the purpose of the Balance Sheet and its customizable report options.
Identify the reports that can tie-out the key numbers of your balance sheet.
Troubleshoot common discrepancies between these reports and the balance sheet.

Presenter: Carson Sotelo
Presenter Job Title: Training Specialist

Difficulty Level: Intermediate

Requirements: Basic Reporting Experience
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Property Manager

Accountant

Financial Report Writer 101

Beginner

Do you want to build your own, customized financial statements? Maybe you want to omit certain GL accounts from your Profit & Loss report or add a custom calculation to a Balance Sheet. You can do all this and more through Financial Report Writer (FRW). This tool lets you build new statements from scratch or tweak preexisting reports to match your needs. Join this session to learn how to make a whole suite of financial statements that look and report exactly how you need.

Learning Objectives:

Understand the basic purpose and value of Financial Report Writer.
Learn the basic building blocks in the FRW designer that let you build financial data.
Discover how to “tweak” preexisting financial reports to meet your business needs.

Presenter: Brian Mueller
Presenter Job Title: Director of Software Development

Difficulty Level: Beginner

Requirements: None
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Accountant

System Administrator

Finding and Hitting Your KPIs

Advanced

Key Performance Indicators (KPIs) help measure the success of your management company. Common KPIs in property management include occupancy and rent collection rates, turnover time, tenant satisfaction, and more. These KPIs can be examined to benchmark your performance against your goals or industry averages. In this session, you’ll learn how to identify your organization's most critical KPIs and get Rent Manager to provide visibility into those metrics. Once you can see the status of your KPIs, you can take advantage of various features in Rent Manager to help your team hit, maintain, and even improve on those performance metrics.

Learning Objectives:

Identify the essential KPIs for your property management company.
Understand how to use Rent Manager to track and monitor those KPIs over time.
Learn how to analyze KPIs to make data-driven decisions for your business.
Discover Rent Manager features to improve performance and reach your KPI goals.

Presenter: Julie Kuhn
Presenter Job Title: Director of Professional Services

Difficulty Level: Advanced

Requirements: Experience Administrating Rent Manager
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Owner/CEO

System Administrator

Getting Started with Express

Beginner

Rent Manager Express is the browser-based version of our software – no remote desktop connection is required! Express provides a powerful and intuitive way to manage your business from any web-enabled device. The best part is that Express is free for all Rent Manager Online users. So, if you’ve never seen Express or it’s been a while since you last checked it out, we invite you to start your conference with this exciting tutorial! We’ll highlight the expanding capabilities of Express and the features that make it truly unique!

Learning Objectives:

Understand the purpose of Rent Manager Express and the benefits it offers your business.
Learn to access and navigate the Express interface.
Take advantage of features that are unique to Express.
Explore customizations that can tailor Express to your business needs.

Presenter: Camille Brigano
Presenter Job Title: Sales Representative

Difficulty Level: Beginner

Requirements: None
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

Accountant

Service Technician

Leasing Agent

System Administrator

Handling the Eviction Process

Property Management

Evictions are an unfortunate but necessary part of property management. This can be a messy and uncomfortable process, but thankfully, Rent Manager is here to help! We have tools and customizations that can help you stay on top of each step of your eviction process. We even offer integrations with collections agencies that can take over the stressful process of getting your dues. This session will go a long way in reducing your stress headaches related to the eviction process.

Learning Objectives:

Identify the steps and documentation required for you to initiate the eviction process.
Customize Rent Manager to track your tenant eviction data.
Create reports that provide insight into your current eviction workflows.
Examine opportunities to leverage Rent Manager partners to aid in the eviction process.

Presenter: Zack Stephenson
Presenter Job Title: Implementation Consultant

Difficulty Level: Intermediate

Requirements: Basic Experience with Evictions and Collections
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Property Manager

System Administrator

ICYMI 2022 Feature Edition

Beginner

Our development team is constantly improving the functionality of our software and adding new features based on your requests. The perpetual evolution of Rent Manager is exciting, but it can take work to keep up with all the changes. This session will examine new features and functionality introduced into Rent Manager in the last two years and how you can best take advantage of these new tools, options, and workflows.

Learning Objectives:

Discover how to enable email reply tracking in Rent Manager.
Examine recent enhancements to Tenant and Owner Web Access.
Review updates to two-way texting, CAM, custom wizards, bill approval, and more.
Identify other noteworthy features implemented in the last two years.

Presenter: Nick Drzycimski
Presenter Job Title: Sales Manager

Difficulty Level: Beginner

Requirements: None
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

System Administrator

Improving the Tenant Experience

Leasing/Marketing

Happy tenants are good for business. They tend to create fewer headaches, rent for longer periods, and become your word-of-mouth marketing heroes. Of course, there is no perfect formula for creating tenant happiness, but there is a strategy that tends to lead to success – consistency! Tenants crave consistency from their property managers. This session will examine how to leverage Rent Manager to provide consistent access, engagement, and communication with your tenants.

Learning Objectives:

Understand the impact of tenant experience on your retention, referrals, and reputation.
Implement/customize features that improve tenant engagement and convenience.
Use reports and tools to measure tenant experience KPIs such as satisfaction scores, response time to work orders, etc.

Presenter: Ashley Jones
Presenter Job Title: Sales Representative

Difficulty Level: Intermediate

Requirements: Basic CRM Experience
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Property Manager

Service Technician

Leasing Agent

System Administrator

Introduction to rmAppSuite Pro

Beginner

rmAppSuite Pro is our dedicated mobile app that can be downloaded to any Google or iOS device. It’s a suite of powerful features designed for maximizing employee productivity out in the field. This app connects to your live Rent Manager data, meaning any entries made through the app will be instantly visible to anyone using Rent Manager back at the office. This class is a grand introduction to rmAppSuite Pro for anyone unfamiliar with its capabilities.

? Learning Objectives:?

Discover the various feature sets of our mobile app.
Learn how to navigate and customize rmAppSuite Pro to your needs.
Perform a variety of “field tasks” with the app.

Presenter: Justin Scarbrough
Presenter Job Title: Software Developer

Difficulty Level: Beginner

Requirements: None
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

Service Technician

Leasing Agent

System Administrator

Journal Entry Best Practices

Accounting

Journal entries are powerful, but with great power comes… you get the idea. There are times when journal entries are just what the doctor ordered. However, too often, journals get entered as band-aids that will only create more headaches down the road. This session explores the proper use cases for journal entries in Rent Manager. You’ll learn how to enter practical journals, delete and replace inappropriate journals, and establish workflows within Rent Manager to ensure that everyone with access to them properly uses them.

Learning Objectives:

Specific learning objectives coming soon!

Presenter: Kim Cabreja
Presenter Job Title: Customer Success Specialist

Difficulty Level: Intermediate

Requirements: Basic Accounting Experience
Advanced Preparation:
CPE Credits: Accounting (1.5)
NARPM Certified

Suggested Roles

Accountant

Law and Order: Violations Feature Set

Property Management

In property management, regulating and enforcing your Covenants, Conditions, and Restrictions (CC&R) is considered especially crucial. In Rent Manager, the dedicated tools that help you navigate the violations process are members of an elite squad known as the Violations feature set. In this session, we’ll show you how to establish your rules and regulations within Rent Manager and efficiently cite, escalate, and resolve violations from your tenants, homeowners, and more.

Learning Objectives:

Set up your CC&R within Rent Manager.
Cite, escalate, resolve, and even charge tenants for violations.
Track frequent offenders with violation-based reporting tools.

Presenter: Liz Maloney
Presenter Job Title: Training Specialist

Difficulty Level: Intermediate

Requirements: Basic Experience Tracking Violations
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Property Manager

Service Technician

Make Ready Made Easy

Property Management

A tenant just moved out! Each day the unit remains off the market is lost revenue. We need to turn this unit quickly, but completing a make-ready process takes a ton of work and coordination. In this session, you’ll discover how Rent Manager can help you manage the turnover process for your entire portfolio. You’ll learn to reduce your turnover time and ensure that maintenance issues never fall through the cracks again!

Learning Objectives:

Set up reports and alerts to keep tabs on your current turnover performance.
Utilize the Make Ready Board to stay on top of maintenance and administrative tasks.
Automate marketing features to quickly find new tenants for your vacancies.

Presenter: Lindsey Urs
Presenter Job Title: Training Specialist

Difficulty Level: Intermediate

Requirements: Experience with Turnover Management
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Property Manager

Service Technician

System Administrator

Making the Most of Rent Manager Experience

Professional Development

Our company wants to be more than just your software provider. We seek a true partnership with your organization because we measure our success by yours. To further this connection, we have so many services and support systems designed to help your staff take advantage of everything Rent Manager offers. In this session, you’ll hear from presenters in multiple departments and share advice on how to fully leverage our support, training, and professional and integrated services.

Learning Objectives:

Gain exposure to the various support systems and services offered by Rent Manager.
Discover insights on how to get the most value from each of these options.

Presenter: Patrick O'Hearn
Presenter Job Title: Director of Support

Difficulty Level: Beginner

Requirements: None
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

Accountant

Service Technician

Leasing Agent

System Administrator

Managing Your Metered Utilities

Property Management

Are you looking to bring your metered utility management in-house? Good news! Rent Manager includes features that make this possible and convenient. In this session, you’ll learn the basics of setting up utilities, collecting readings, and posting consumption-based charges to your tenants. If you have sophisticated calculation requirements (like blended rates, medical discounts, etc.), you’ll see how those calculations can be handled through the Metered Utilities Plus add-on.

Learning Objectives:

Explore the basics of setting up metered utilities in Rent Manager.
Collect meter readings and post utility charges based on consumption.
Discover how Metered Utilities Plus can handle advanced calculations and produce detailed usage information on statements.

Presenter: Craig Zutavern
Presenter Job Title: Director of Software Development

Difficulty Level: Intermediate

Requirements: Basic Understanding of Utility Billing
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Property Manager

Service Technician

Manufactured Housing Roundtable

Roundtable

If you’re managing manufactured housing properties, we invite you to assemble with your peers in this roundtable-styled discussion. This is an incredible opportunity to hear tips, tricks, best practices, and recommendations from others in your industry. Our team will help drive and moderate the discussion, but you will determine the overall direction of this session! If it concerns manufactured housing, it’s on the table for discussion!

Learning Objectives:

Discuss hot topics in the manufactured housing industry.
Discover challenges that other professionals are facing in this industry.
Share tips, tricks, and best practices related to manufactured housing.

Presenter: Mike Niebauer
Presenter Job Title: Business Development Manager

Difficulty Level: Advanced

Requirements: Management Experience In This Industry
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

Accountant

Service Technician

Leasing Agent

System Administrator

Marketing Your Units Online

Leasing/Marketing

Internet Listing Sites (ILS) make it easy to market your available rentals to a larger customer base. We have significantly enhanced our ILS functionality within Rent Manager so that you can market your rentals across some of the industry's most popular ILS sites, including Zillow, Apartments.com, and more. This session will explore these enhancements and provide best practices to leverage this feature to expand your marketing reach.

Learning Objectives:

Specific learning objectives coming soon!

Presenter: Nick Drzycimski
Presenter Job Title: Sales Manager

Difficulty Level: Intermediate

Requirements: Basic Marketing Experience
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Owner/CEO

Leasing Agent

System Administrator

Measuring Leasing Performance

Leasing/Marketing

How should I spend my marketing dollars? What’s the current status of my units? How do I make my rentals more marketable? Who is my top leasing agent? This class is all about helping you find answers to important questions surrounding your leasing process. In this session, we’ll look at prospect and leasing reports you should review monthly. We’ll also examine what you should do in Rent Manager to make the most of those reports.

Learning Objectives:

Understand key performance indicators related to leasing performance.
Identify reports you should consistently review for leasing performance.
Utilize prospect, unit, and tenant features that improve the overall accuracy of these reports.

Presenter: Warren Beeckman
Presenter Job Title: Implementation Consultant

Difficulty Level: Intermediate

Requirements: Basic Experience with Prospects and Leasing
Advanced Preparation: None
CPE Credits: Communication & Marketing (1.5)
NARPM Certified

Suggested Roles

Owner/CEO

Leasing Agent

System Administrator

Multi-Family Housing Roundtable

Roundtable

If you’re managing multi-family properties, we invite you to assemble with your peers in this roundtable-styled discussion. This is an incredible opportunity to hear tips, tricks, best practices, and recommendations from others in your industry. Our team will help drive and moderate the discussion, but you will determine the overall direction of this session! If it involves multi-family management, it’s on the table for discussion!

Learning Objectives:

Discuss hot topics in the multi-family housing industry.
Discover challenges that other professionals are facing in this industry.
Share tips, tricks, and best practices related to multi-family property management.

Presenter: Heather Barrow
Presenter Job Title: Business Development Manager

Difficulty Level: Advanced

Requirements: Management Experience In This Industry
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

Accountant

Service Technician

Leasing Agent

System Administrator

Online Applications Best Practices

Leasing/Marketing

Apply Now is our integrated online application feature. Use it to automate applicant data collection, perform screenings, and even collect application fees. This is one of those must-have features for your business! Whether you’re new to Apply Now or you’ve been using it for a while, this session has something for everyone. Newcomers will see its potential firsthand and how to set it up from scratch. More experienced users will be exposed to tips, tricks, and best practices for implementing this powerful Rent Manager feature.

Learning Objectives:

Examine the benefits online applications (Apply Now) can offer your business.
Create application templates that are easy to complete and collect the information you need.
Automate resident screening and application fee collection through Apply Now.
Manage, revise, and void received applications as needed.

Presenter: Marty Beaugard
Presenter Job Title: Web Support Specialist

Difficulty Level: Intermediate

Requirements: Basic Experience with Online Applications
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Owner/CEO

Leasing Agent

System Administrator

Owning Your Owner Statements

Accounting

Providing owners with statements is an excellent way to keep them informed on the performance of their properties under your management. Unfortunately, these statements can sometimes create more questions than answers unless handled with care. In this session, we’ll help you become owner statement experts! Discover how to configure these statements for clarity and provide additional context to owners struggling to interpret their reports. You’ll even learn about different kinds of owner statements that we have available and how you can preset which owners get which report(s).

Learning Objectives:

Learn to interpret the Owner Statement so that you are comfortable answering questions about it./li>
Identify ways to tailor the Owner Statement to reduce owner questions in the first place.
Identify additional reports that support your Owner Statements.

Presenter: Tom Egge
Presenter Job Title: Customer Success Specialist

Difficulty Level: Intermediate

Requirements: Experience with Fee Based Management
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Accountant

Performing Field Inspections

Property Management

Are you looking to raise your game when it comes to field inspections? Rent Manager makes it easy to perform 100% digital inspections, eliminating the hassle of additional paperwork or managing photo and video files. In this session, you’ll learn how to tailor your inspection workflows on a property-by-property basis and then quickly complete those inspections in the field with our mobile app. A faster, simpler way to conduct inspections is just a few clicks away!

Learning Objectives:

Learn to create customizable inspection templates for different properties and units.
Utilize rmAppSuite Pro to complete field inspections with notes, photos, and video.
Deliver inspection reports that make an impact.
Streamline the inspection process with automated alerts.

Presenter: Zack Stephenson
Presenter Job Title: Implementation Consultant

Difficulty Level: Intermediate

Requirements: Basic Experience Performing Inspections
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Property Manager

Service Technician

System Administrator

Power User Showcase

Advanced

We are always amazed by the ingenuity of our customers. There are Rent Manager power users out there doing incredible things with our software, and this session is meant to place a spotlight on you! We are inviting power users to “show and tell” the incredible things they’ve done with and through Rent Manager. Bring your laptop and you can even show off your brilliant solutions live! But this session isn’t just restricted to power users. We encourage anyone seeking inspiration to join this class to see what these power users can do!

Learning Objectives:

Understand advanced capabilities of Rent Manager as demonstrated by power users.
Gain inspiration for how to customize Rent Manager to meet your business needs.
Connect with other Rent Manager users and discuss best practices for using the software.

Presenter: Jeremy Yohner
Presenter Job Title: API & Custom Development Manager

Difficulty Level: Advanced

Requirements: General Rent Manager Knowledge
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

Accountant

Service Technician

Leasing Agent

System Administrator

Rapid New Hire Onboarding Through Rent Manager

Professional Development

You already know that employee turnover in the property management sector is high. For this reason, your newest employees must become productive quickly. This often means getting your staff comfortable with Rent Manager ASAP. But who has time to build a comprehensive training program? This session will describe how to create a low-cost, high-yield training solution for your business without full-time training staff. You may be surprised to discover how much Rent Manager can be used to help your team learn Rent Manager!

Learning Objectives:

Identify the essential components of a new hire onboarding program using Rent Manager.
Create effective training modules for new hires using both RM tools and Rent Manager University.
Customize Rent Manager to include more visibility into your standard operating procedures
Evaluate the success of your onboarding program and identify areas for improvement.

Presenter: Chris Griesinger
Presenter Job Title: Director of Customer Experience

Difficulty Level: Intermediate

Requirements: Basic Experience Onboarding Employees
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

System Administrator

Recruiting and Retaining Employees

Professional Development

Nothing impacts your business more than your hiring choices. An excellent employee can expand your company’s efforts and improve your bottom line. Conversely, bad employees poison your organization, costing you time, morale, and money. In this session, we’ll share insights on identifying and recruiting top candidates and, equally important, how to retain quality employees. If you have recruiting and HR responsibilities at your company, this is an excellent session to attend!

Learning Objectives:

Specific learning objectives coming soon!

Presenter: Rachel Huizenga
Presenter Job Title: Director of Human REsources

Difficulty Level: Intermediate

Requirements: Basic Management Experience
Advanced Preparation: None
CPE Credits: Personnel / Human Resources (1.5)
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

System Administrator

Reducing Tenant Delinquencies

Advanced

Delinquent tenants can paralyze the cash flow of a property management company. If your tenants don’t seem motivated to pay their rent each month, this session is meant for you. Reducing delinquencies is about consistent communication with tenants, convenient payment options, and consistently enforced late fee policies. Thankfully, this can be managed and sometimes even automated within Rent Manager! We’ll show you how to take advantage of available features to improve your monthly rent collection!

Learning Objectives:

Configure and automate your late fee structures in Rent Manager.
Learn how to automate delinquency notifications with tenants.
Provide tenants with multiple ways to conveniently pay their rent and other fees.
Identify reports that can help you measure and improve your delinquency metrics.

Presenter: Carson Sotelo
Presenter Job Title: Training Specialist

Difficulty Level: Advanced

Requirements: Experience with Receivables Workflows
Advanced Preparation: None
CPE Credits: Computer & Software Applications (1.5)
NARPM Certified

Suggested Roles

Property Manager

Accountant

System Administrator

Reporting 101

Beginner

Rent Manager offers hundreds of reports to help analyze your business data from every possible angle. While having many choices is great, it can sometimes be overwhelming. If you feel like a novice regarding our giant collection of reports, this session is a must-attend! We’ll recommend a few, essential reports to keep on your radar while exploring tips, tricks, and other best practices related to reporting in Rent Manager.

Learning Objectives:

Learn how to read and interpret any Rent Manager report.
Identify essential reports that can help analyze key aspects of your business.
Examine ways to customize report output.
Learn ways to memorize, batch, and even automate reports to save time.

Presenter: Dave Hurtt
Presenter Job Title: Sales Representative

Difficulty Level: Beginner

Requirements: None
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

Accountant

Service Technician

Leasing Agent

Reporting Advice from a CFO

Advanced

Are you responsible for managing the financial health of your business? In this session, Chuck Stevens, CFO of LCS, will share his experiences overseeing the financial state of a business. He’ll discuss everything from assessing the management company’s performance to governance, valuation, and succession issues facing all businesses. Whether you’re a CFO, an aspiring CFO, or if CFO responsibilities are just one of the many hats you wear, Chuck’s shared experiences will undoubtedly help you better grasp the financial position of your business and the opportunities to improve it.

Learning Objectives:

Specific learning objectives coming soon!

Presenter: Chuck Stevens
Presenter Job Title: Chief Financial Officer

Difficulty Level: Advanced

Requirements: General Accounting & Reporting Knowledge
Advanced Preparation: None
CPE Credits: Accounting (1.5)
NARPM Certified

Suggested Roles

Owner/CEO

Accountant

RM Roadmap and Feature Forum

Advanced

The future is bright with Rent Manager! Our team is constantly developing new tools and features to extend the capabilities of our software. In this special, forum-styled event, you’ll hear from Dave Hegemann and Tony Little – the CEO and CTO of Rent Manager – about our software's future roadmap. This is your chance to get insider information about the long-term direction of Rent Manager and the decision-making that goes into each feature we develop.

Learning Objectives:

Examine the developmental roadmap for Rent Manager.
Review recently released Rent Manager features and their impact on your business.
Discuss newly announced features and address related questions.

Presenter: Dave Hegemann
Presenter Job Title: President & CEO

Difficulty Level: Advanced

Requirements: General Rent Manager Knowledge
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

Accountant

Service Technician

Leasing Agent

System Administrator

rmTrivia Competition

Advanced

This will be a fun, gameshow-styled event with advanced Rent Manager trivia. We’ll invite a few people onstage to compete in a true battle of Rent Manager wits and knowledge! You can cheer them on while picking up clever tricks along the way. At the end of this event, only one person will be crowned the official Rent Manager Trivia Champion. Still, everyone will leave this event having learned new and exciting things about Rent Manager!

Learning Objectives:

Identify advanced features and functionalities through gameplay and interactivity.

Presenter: Chris Griesinger
Presenter Job Title: Director of Customer Experience

Difficulty Level: Advanced

Requirements: General Rent Manager Knowledge
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

Accountant

Service Technician

Leasing Agent

System Administrator

Scripting 101

Beginner

Scripting is a command-based language in Rent Manager that lets you customize the output of letters, reports, recurring charges, and more. With just a little scripting knowledge, you can save yourself tons of time and improve the overall efficiency of your business. In this beginner-level class, you’ll learn the basic rules of scripting and gain confidence in writing and customizing scripted content in Rent Manager. No previous scripting knowledge is needed to participate in this session!

Learning Objectives:

Identify common use-cases for scripting.
Learn the basic rules of writing scripts in Rent Manager.
Produce basic letters and reports with customized scripts.

Presenter: Cheyenne Ward
Presenter Job Title: UX Analyst

Difficulty Level: Beginner

Requirements: None
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Property Manager

System Administrator

Scripting 201

Beginner

This class picks up where the Scripting 101 session left off. Now that you have the basics under your belt, we’ll explore more intermediate-to-advanced scripting tactics. You’ll learn how to declare, store, and output variable values. You’ll also gain exposure to several advanced functions (like “IF” and “WHILE) that can provide more sophistication to your scripting output. We’ll even explore other places beyond letters and reports where scripting can significantly improve your Rent Manager experience!

Learning Objectives:

Utilize variables to simplify and customize scripts.
Introduce decision-making into your scripts with the “If” function.
Cycle through data for more sophisticated output using the “While” function.
Explore other areas of Rent Manager where scripting can be used.

Presenter: Cheyenne Ward
Presenter Job Title: UX Analyst

Difficulty Level: Beginner

Requirements: None
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Property Manager

System Administrator

Scripting Optimization Strategies

Advanced

Do your letters and reports take too long to run? How much time do you lose trying to carefully update these templates without breaking everything and having to call Support in defeat? The good news is that both issues can be addressed with the same solution – script optimization! Just because a script works doesn’t mean it’s effective or user-friendly. Our team has a ton of experience writing and organizing scripts for maximum efficiency, and in this session, we’ll share some of our secrets with you!

Learning Objectives:

Examine the general rules behind efficient and inefficient Rent Manager scripts.
Implement organizational strategies to make your scripts easier to manage and upate.
Use scripting techniques to increase the overall performance of your templates.

Presenter: Tobias Friday
Presenter Job Title: Senior Product Expert

Difficulty Level: Advanced

Requirements: Moderate Scripting Knowledge
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

System Administrator

Service Manager 101

Beginner

Service Manager is a robust feature set within Rent Manager that helps you track, manage, and resolve maintenance issues easily. In this introductory class, we’ll show you how to create and assign work orders to technicians, bill for parts and labor costs, review service tickets out in the field and keep tenants and employees alerted to the progress of your maintenance work. You will be amazed at how easy service management can be through Rent Manager.

? Learning Objectives:?

Create and resolve service issues.
Organize your issues into filtered lists.
Bill tenants, owners, and vendors for service work.
Access service management features through rmAppSuite Pro.
Define automated notifications for your service issues.

Presenter: Andrew Nishimori
Presenter Job Title: Support Representative

Difficulty Level: Beginner

Requirements: None
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Property Manager

Service Technician

System Administrator

Short-Term Rental Roundtable

Roundtable

If you’re managing short-term rentals, we invite you to assemble in this roundtable-styled discussion with your peers. This is an incredible opportunity to hear tips, tricks, best practices, and recommendations from others in your industry. Our team will help drive and moderate the discussion, but you will determine the overall direction of this session! If it concerns short-term rentals, it’s on the table for discussion!

Learning Objectives:

Discuss hot topics in the short-term rental industry.
Discover challenges that other professionals are facing in this industry.
Share tips, tricks, and best practices related to short-term rentals.

Presenter: Mike Niebauer
Presenter Job Title: Business Development Manager

Difficulty Level: Advanced

Requirements: Management Experience In This Industry
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

Accountant

Service Technician

Leasing Agent

System Administrator

Single-Family Housing Roundtable

Roundtable

If you’re managing single-family homes, we invite you to assemble with your peers in this roundtable-styled discussion. This is an incredible opportunity to hear tips, tricks, best practices, and recommendations from others in your industry. Our team will help drive and moderate the discussion, but you will determine the overall direction of this session! If it concerns single-family homes, it’s on the table for discussion!

Learning Objectives:

Discuss hot topics in the single-family housing industry.
Discover challenges that other professionals are facing in this industry.
Share tips, tricks, and best practices for single-family home management.

Presenter: Patrick O'Hearn
Presenter Job Title: Director of Support

Difficulty Level: Advanced

Requirements: Management Experience In This Industry
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

Accountant

Service Technician

Leasing Agent

System Administrator

Student Housing Roundtable

Roundtable

If you manage student housing properties, we invite you to assemble in this roundtable-styled discussion with your peers. This is an incredible opportunity to hear tips, tricks, best practices, and recommendations from others in your industry. Our team will help drive and moderate the discussion, but you will determine the overall direction of this session! If it concerns student housing, it’s on the table for discussion!

Learning Objectives:

Discuss hot topics in the student housing industry.
Discover challenges that other professionals are facing in this industry.
Share tips, tricks, and best practices for student housing.

Presenter: Heather Barrow
Presenter Job Title: Business Development Manager

Difficulty Level: Advanced

Requirements: Management Experience in This Industry
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

Accountant

Service Technician

Leasing Agent

System Administrator

Task Management 101

Beginner

Each day a hundred things compete for the attention of your staff. Phones are ringing, emails are pouring in, and maintenance requests are piling up. Keeping your team organized and on top of their daily responsibilities is mission-critical. Join this session to discover how Rent Manager can better organize your growing task lists. Learn how to integrate personal calendars, set reminders, and produce meaningful reports to keep your staff focused and on task!

Learning Objectives:

Examine how to create tasks, appointments, and reminders for employees.
Create task checklists that can be assigned to employees.
Utilize automated notifications to loop employees into important assignments and events.

Presenter: Olivia Feldmann
Presenter Job Title: Implementation Consultant

Difficulty Level: Beginner

Requirements: None
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Owner/CEO

Property Manager

Leasing Agent

System Administrator

The Art of the Lease Renewal

Leasing/Marketing

Tenant turnover costs are immense, so getting tenants to renew their leases is a great way to strengthen your bottom line. This session unpacks the strategies, best practices, and Rent Manager features that can help you become a master of the residential lease renewal process. You’ll learn how to identify tenants with expiring leases proactively, provide simple ways for them to renew, and get those renewals processed promptly. This class might be a game-changer if you spend much time managing the leasing process.

Learning Objectives:

Proactively identify tenants with upcoming, expiring leases.
Use Signable Documents to have tenants confirm if they plan to renew or move out.
Generate lease renewal offers for multiple tenants at once.
Explore opportunities to incentivize your tenants to renew leases with you.

Presenter: Evan Grawe
Presenter Job Title: Support Team Leader

Difficulty Level: Intermediate

Requirements: Basic Experience with Managing Renewals
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Property Manager

Leasing Agent

The Easiest Bank/CC Reconciliations of Your Life

Accounting

Bank and credit card reconciliations have never been easier! We’ve introduced our new Bank Sync feature that can import transactions from your real-world bank and credit card institutions into Rent Manager with a single mouse click. In this session, we’ll walk you through the reconciliation setup. Then you’ll be shown how to import and match up transactions. Finally, you’ll learn how to troubleshoot common discrepancies sometimes discovered during these reconciliations.

Learning Objectives:

Complete electronic reconciliations with CSV files or automatically with Bank Sync.
Utilize tools and troubleshooting tips to correct reconciliation discrepancies.
Implement safeguards to prevent people from “breaking” your reconciliations.

Presenter: Tom Egge
Presenter Job Title: Customer Success Specialist

Difficulty Level: Intermediate

Requirements: Basic Experience with Reconciling Accounts
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Accountant

The Habits of Highly Successful RM Users

Advanced

“How do other people do it?” This is the most common question that we get from customers. Instead of trying to reinvent the wheel, you want to know how your industry peers make the most of our software each day. This fast-paced session will highlight the standard practices of our most experienced and successful Rent Manager customers. Learn about the features and integrations they rely on, their implemented workflows, and so much more!

Learning Objectives:

Specific learning objectives coming soon!

Presenter: Jeremy Moore
Presenter Job Title: Director of Sales

Difficulty Level: Advanced

Requirements: Experience Administrating Rent Manager
Advanced Preparation: None
CPE Credits: Computer Software & Application (1.5)

Suggested Roles

Owner/CEO

Property Manager

Accountant

Service Technician

Leasing Agent

System Administrator

Tips & Tricks for Site Managers

Property Management

Site Managers oversee the day-to-day operations of a property. These superhero employees juggle property maintenance, security, tenant relationships (and complaints), and even prospecting, all while operating within the site’s budgetary requirements. If any of these responsibilities are on your plate, join this session to see how Rent Manager can help you tackle your workload efficiently and effectively.

Learning Objectives:

Explore ways to streamline your property maintenance responsibilities in Rent Manager.
Explore ways to streamline your leasing and tenant relationship responsibilities in Rent Manager.
Explore ways to streamline your receivables and payables responsibilities in Rent Manager.

Presenter: John Hallack
Presenter Job Title: Marketing Team Leader

Difficulty Level: Intermediate

Requirements: Basic Experience Managing Properties
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Property Manager

Tracking Owner-Financed Loans in Rent Manager

Accounting

With Loan Manager, you no longer need a third-party program to manage your owner-financed loans. Rent Manager can help you define the loan terms, produce the amortization schedule, and post principal and interest charges to your tenants. We can even help you process additional payments or handle the unfortunate aftermath of a defaulted loan. This session will equip you with everything you need to manage your loans confidently.

Learning Objectives:

Understand the benefits of tracking your owner-financed loans in Rent Manager.
Learn how to define new loans and post them in Rent Manager.
Enter preexisting loans.
Handle additional loan payments and loan defaults.

Presenter: Kim Cabreja
Presenter Job Title: Customer Success Specialist

Difficulty Level: Intermediate

Requirements: Basic Experience in Loan Management
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Accountant

Tracking Your Assets

Property Management

Rent Manager makes it easy to track your valued assets – vehicles, washers, dryers, and even entire homes. You can track their maintenance needs, rent them out, and even automate their depreciation over time. In this session, you’ll learn how to set up assets as part of your property portfolios and take advantage of all the reporting benefits.

Learning Objectives:

Understand how to set up assets and link them to properties and units.
Learn how to rent assets to tenants and track asset maintenance and other costs.
Define and automate asset depreciation.
Run reports that provide insight on the status and performance of your assets.

Presenter: John Hallack
Presenter Job Title: Marketing Team Leader

Difficulty Level: Beginner

Requirements: Basic Experience with Managing Assets
Advanced Preparation: None
CPE Credits: Computer Software & Applications (1.5)
NARPM Certified

Suggested Roles

Property Manager

Service Technician

System Administrator

Using the rmVoIP Phone System

Leasing/Marketing

Did you know we built our enterprise-grade phone system from the ground up? It’s called rmVoIP and designed with Rent Manager users in mind. rmVoIP fully integrates with Rent Manager, providing phone pops, call recordings in history notes, and much more! If you’re looking to revolutionize the communication backbone of your business, this session is a must-attend! We’ll teach you how to use and manage this sophisticated phone system.

Learning Objectives:

Specific learning objectives coming soon!

Presenter: Nick Lorenz
Presenter Job Title: IT Consultant

Difficulty Level: Beginner

Requirements: None
Advanced Preparation: None
CPE Credits: None
NARPM Certified

Suggested Roles

Service Technician

Leasing Agent

System Administrator