ASPEN University Regional Training

 ASPEN University Regional Training

Attend an ASPEN University Regional Training session to master ASPEN basics.

What is ASPEN University?

Unlike the ASPEN User Conference, 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. For advanced topics, roundtables discussions and networking opportunities, please attend the ASPEN User Conference held in Denver in July.

What’s the difference between ASPEN University and the ASPEN User Conference?

ASPEN University Regional Training provides a thorough, affordable option including hands-on practice of concepts. The topics covered are geared toward helping employees who use the software daily become more proficient in their jobs, saving the company time, money and allowing them to service their customers more effectively. We are changing the format of the ASPEN User Conference to focus on advanced managerial topics, product roadmap discussions, unstructured lab time to address individual issues, and increased networking opportunities including roundtable discussions.

Why attend? 

  • ASPEN is continually adding features. We’ve added over 100 new features in the last year alone!
  • Learn how to streamline processes – work smarter, not harder.
  • You know there’s a lot more to ASPEN’s functionality than what you’re currently using.
  • Learn tips and tricks that improve every department.

Who should attend?

  • Any employee who has hands-on, daily use of ASPEN.
  • New employees who started after ASPEN training was conducted, or those who have switched departments or roles within the organization.
  • Anyone who has not attended an ASPEN User Conference in the last two years.
  • Any company that knows it is not taking full advantage of all of ASPEN’s capabilities.

Need help justifying the expense to your boss?

Download our ASPEN University Justification document. Use this Word document as a letter or email, or simply use the information to build your case for attending ASPEN U.

Why It’s Important to Continue ASPEN Training


ASPEN University Training Schedule

· 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

ASPEN University Regional Training Locations and Dates

Buffalo, NYOctober 1st-5th, 2018Register Now! Marriott Courtyard Buffalo/Amherst University
Madison, WIOctober 22nd-26th, 2018Register Now!Courtyard Madison East
Lincoln, NENovember 5th & 6thRegister Now!Courtyard Lincoln Downtown/Haymarket
Charlotte, NCDecember 10th-14th, 2018Register Now!DoubleTree Charlotte Airport

Charter Software offers Early Bird pricing and discounts for registering for 3 or more classes. For more information, including pricing, click on the registration links above or call 303.932.6875 ext. 200.