ASPEN Advancement Regional Training

Attend ASPEN Advancement Regional Training to Master ASPEN Basics

What is ASPEN Advancement?

ASPEN Advancement, formerly known as ASPEN University, focuses on core training, including the basic functions needed for each department: Parts, Service, Accounting, Sales and Rental. Attendees will learn tips and tricks that help them complete their tasks faster. This training is daily transaction focused, not advanced, management-focused. ASPEN Advancement is our most affordable training option. For advanced topics, round tables discussions and networking opportunities, please attend the ASPEN User Conference held in Denver December 8th -10th, 2020.


What’s covered in the training?

Each day focuses on a different department or functional area. We encourage participants to attend all the days applicable to their job responsibilities. Click each day below to learn more about what’s covered.

· Tips & tricks: reduce POS transaction time (including dropship orders) · Best practices: parts ordering and receipts, including multi-location transfers · Streamline daily tasks using ASPEN functions and selection screens · Benefits of using serialized parts & physical inventory basics
· Tips & tricks: data entry on work orders, using tasks, messages, locking and other functions · Best practices: work order creation & using the clock · Shortcuts for starting, finding and managing work orders · Standard rates, warranty best practices and service scheduling (as time permits)
· Tips & tricks: journal entries, ROAs and voucher entries · Best practices: month end routines, parts & units payable, service charges & month end statements · Basic reporting and drill down, including improving your daily balancing routine · Utilizing lists, messaging and tasks to create efficiencies, streamlining account reconciliations & settlements
· Tips & tricks: utilizing lists and selection screens to pinpoint opportunities · Best practices: unit purchasing (including quoting unit templates) & managing customer interactions · Streamlining work by using tasks, messages and other functions · Tracking quotes and pipeline & margin reporting and analysis
· Tips & tricks: rental entry and selection · Best practices: depreciation configuration and posting · Roadmap for rental workflow, rental contract basics · Review rental's impact on the unit record


Where can I attend ASPEN Advancement?

Each year we rotate locations in an attempt to reach as many customers as possible. Below are the ASPEN Advancement dates and locations for 2019.

LocationDatesVenueEarly Bird Pricing Ends 
Dubuque, IAMonday, Nov. 4th - Friday, Nov. 8thBest Western PLUS Dubuque Hotel & Conference CenterSeptember 24thRegister Now!
Allentown, PAMonday, Nov. 18th - Friday Nov. 22nd Courtyard Allentown Bethlehem/Lehigh Valley Airport October 8thRegister Now!
Minneapolis, MNMonday, Dec. 2nd - Friday, Dec. 6thCourtyard Bloomington by Mall of America®October 22ndRegister Now!


How much does it cost?

Costs vary depending upon how many full or half days of training you choose to attend. Save money by registering before the Early Bird deadline. Save an additional 10% by registering for 3 or more classes.

 Standard Price/PersonPrice Per Person with 10% Discount for 3 or More ClassesPrice Per Person with 20% Early Bird DiscountPrice per Person with both Early Bird and 3 or More Classes Discount
Full Day$350/day$320/day$280/day$250/day
Half Day$180/day$160/day$145/day$130/day


Charter Software offers Early Bird pricing and discounts for registering for 3 or more classes. For more information including pricing, email us or call 303.932.6875 ext. 200 to register today!