Advanced Invoicing: Your Use Cases Live

 

All Day Hands-On Session. Diving deeper into Invoicing use cases and learn through hands-on activities how to solve your use cases. We will be polling the session attendees to identify a handful of use cases that we can solve in class with everyone. We will be looking for ways to take those use cases and support those though configurations and features within Coupa. We will publish the list of use cases selected prior to the session. This session is meant for a Accounts Payable member that has been live and working in the system for at least 6 months. Your computer is required to practice the labs and to get the most out of the day.

 

Job Function: Accounts Payable

Requirements: Min 6 months of live experience. Laptop and mouse.

Level of Experience: Intermediate

Instructor: Zehana Chagani

Advanced Procurement: Your Use Cases Live

 

All Day Hands-On Session. Diving deeper into Procurement use cases and learn through hands-on activities how to solve your use cases. We will be polling the session attendees to identify a handful of use cases that we can solve in class with everyone. We will be looking for ways to take those use cases and support those though configurations and features within Coupa. We will publish the list of use cases selected prior to the session. This session is meant for a Procurement member that has been live and working in the system for at least 6 months. Your computer is required to practice the labs and to get the most out of the day.

 

Job Function: Procurement

Requirements: Min 6 months of live experience. Laptop and mouse.

Level of Experience: Intermediate

Instructor: Kunal Vishwakarma

Advanced System Admin: Your Use Cases Live

 

All Day Hands-On Session. Diving deeper into System Admin use cases and learn through hands-on activities how to solve your use cases. We will be polling the session attendees to identify a handful of use cases that we can solve in class with everyone. We will be looking for ways to take those use cases and support those though configurations and features within Coupa. We will publish the list of use cases selected prior to the session. This session is meant for a System Admin that has been live and working in the system for at least 6 months. Your computer is required to practice the labs and to get the most out of the day.

 

Job Function: System Administrator

Requirements: Min 6 months of live experience. Laptop and mouse.

Level of Experience: Intermediate

Instructor: Reda Chaoui

Sourcing Optimization: Your Use Cases Live

 

All Day Hands-On Session. Diving deeper into Sourcing Optimization use cases and learn through hands-on activities to solve your use cases. We will be polling the session attendees to identify a handful of use cases that we can solve in class with everyone. We will be looking for ways to take those use cases and build reports and/or dashboards. We will publish the list of use cases selected prior to the session. This session is meant for Sourcing Professionals and/or power user that understand the Sourcing Optimization tool. Attendee should been live and working in the system for at least 6 months. Your computer is required to practice the labs and to get the most out of the day.

 

Job Function: Sourcing Professional, Procurement

Requirements: Min 6 months of live experience. Laptop and mouse.

Level of Experience: Intermediate/Advanced

Instructor: Ruth Smyth

Supply Chain: Use Case Modeling

 

All Day Hands-On Session. Diving deeper into Supply Chain use cases and learn through hands-on activities. We are going to use teams and interactivity to solve a broad set of use cases using Supply Chain Cloud Modeling. This session is meant for a team members that are building models with Supply Chain and that been live and working in the system for at least 3 months. Your computer is required to build the models and to get the most out of the day.

 

Job Function: Supply Chain Design Professional

Requirements: Min 3-6 months of live experience. Laptop and mouse.

Level of Experience: Intermediate/Advanced

Instructor: Neomi Havinga

Technical Architect Workshop

 

All Day Hands-On Session. This course will go through integration best practices around csv and api's, tools and software required to support all the integrations from your systems and Coupa. Understanding of basic integrations concepts is required for this session. We will build a system approver for checking the budget before issuing the PO, estimating tax for the supplier and check the accounting combination on a PO. Lastly we will build process automator call outs for supplier review and invoice disputes. Experience building API's and supporting flat file integrations is a prerequisite for this session we will not be covering those in this session. Your computer is required to practice the labs and to get the most out of the day.

 

Job Function: IT Integrations Teams, System Admin

Requirements: Experience building API's, Oauth and other integration concepts. Laptop and mouse.

Level of Experience: Intermediate/Advanced

Instructor: Apoorva Tyagi

Treasury Customer Training Sessions

 

How to Maximise the value of Coupa Treasury: Top 10 of Underutilised Features

Join this training session to learn how to maximise the value of Coupa Treasury. We will walk you through the top 10 unknown but very valuable capabilities from the grouping feature in tables over setting up cash pools efficiently to the many possibilities to leverage IC accounts in the system.

 

Time: 10:00  - 12:00 

Job Function: Treasury, Finance

Requirements:  No minimum experience required.

Level of Experience: All Levels

Instructor:  Fabian Albert

 

New Cash Management Process: Why shall I Switch and What Does the Project Look Like

In this training session, we will showcase the benefits of the new cash management process, explain how to switch to it, and run through the daily exception-driven workflow

 

Time: 12:00  - 13:00

Job Function: Treasury, Finance

Requirements:  No minimum experience required.

Level of Experience: All Levels

Instructor:  Benedikt Kaiser

 

Treasury Back Office: Settlements, Matching, EMIR, and More

In this training session, we will showcase how to maximise automation and reduce errors in your back office processes. We will explain how to set up meaningful SSIs, configure automations for settlements, matching and EMIR and walk through the most common issues.

 

Time: 14:00  - 15:00

Job Function: Treasury, Finance

Requirements:  No minimum experience required.

Level of Experience: All Levels

Instructor:  Martin Geppert

 

Treasury Front Office: Best Practices in FX Hedging

In this training session, we will explain how to streamline your hedging of Foreign Exchange Exposures processes : We will dive into the Hedging Report and how to set up reports to measure your spot and forward exposure, Internal Trading Platform, Margins, External Deal Requests and Trading Platforms.

 

Time: 15:00 - 16:00

Job Function: Treasury, Finance

Requirements:  No minimum experience required.

Level of Experience: All Levels

Instructor:  Nikolai Diekert

 

Financial Instruments and Valuations

In this training session, we dive deep into financial instruments with a focus on Money Market Funds, Credit Lines, Long-term loans, Interest Swaps and Options. Additionally, we will showcase how to utilise some of the recent developments when it comes to valuations of interest option and FX forwards.

 

Time: 16:00 - 17:00

Job Function: Treasury, Finance

Requirements:  No minimum experience required.

Level of Experience: All Levels

Instructor:  Yordan Dimitrakiev