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Financial Fall User Conference – Franklin, TN (11/19/25 – 11/21/25)

November 19 - November 21

Day One –

12:30PM – 2:00PM  Elevating Utility Service: The CentralView CIS Advantage  

2:30PM – 4:00PM  (repeat) Elevating Utility Service: The CentralView CIS Advantage  

Join us for an insightful overview of the new CentralView CIS platform – designed to transform how utilities serve their communities:

  • Highlights include key enhancements that improve daily workflows, customer interactions, and operational visibility.
  • From streamlined navigation to smarter data access inspired by utility professionals like you, CentralView CIS delivers meaningful upgrades without a conversion.
  • Whether you’re new to the system or seeking to maximize its capabilities, this session will equip you with the knowledge to take full advantage of CentralView CIS.

Day Two –

8:00AM – 9:00AM Breakfast

9:00AM – 10:30AM Works: Work Order Management

Prepare for an exciting journey through the latest changes in Works:

  • This session will guide you through enhanced user experience, from the new look and feel for navigation to revamped home page widgets and tiles.
  • You’ll also learn how to utilize the new export options on grid screens, explore user-friendly menus, and discover other game-changing features designed to boost your productivity.
  • We will also cover how to efficiently balance Work in Progress and Plant accounts, helping to provide a better knowledge of transactions, reporting, and general ledger accounts needed for success.
  • Tips for helpful navigation and troubleshooting will be provided to make your life easier when processing activity through Orbit Works.

11:00AM – 12:30PM Lunch

12:30PM – 4:00PM   Financial Session 1 –

Year End, Troubleshooting, Time Entry, New DFM Updates and Power Search

Preparing for yearend can be stressful! This session will cover what is needed to successfully navigate through W-2’s, 1099’s, and ACA filing and provide tips on how to make January less stressful:

  • This fast-paced session covers many tips for navigation and troubleshooting that will help make your life easier for DFM.
  • We will travel through the Time Entry system showing how this system can enhance the payroll experience and offer how some underutilized features can assist with the time entry process.
  • This session will cover what’s been added to DFM since last year’s conference and what comes with the December year-end updates.
  • And an exciting new reporting arena, Power Search, will be demonstrated to help guide you through this reporting tool.

Day Three –

8:00AM – 9:00AM  Breakfast

8:30AM – 11:30AM  Financial Session 2 – Central View Financials 

Get an exclusive preview of what’s next for CSA’s financial software and query platforms:

  •  This session will offer a glimpse into the future of these tools, helping you visualize upcoming enhancements and improvements and guide you in ways to prepare for this exciting change.
  • Our mission is to improve your financial software to optimize and enhance your system to assist with your financial responsibilities.

 

CLICK HERE TO REGISTER

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