Upcoming live training sessions – Q1 focus

All sessions are hosted live on Microsoft Teams from 11 AM – 12 PM PT and include time for audience Q&A. Click below to register:

🗓️  January 14 – Year-End CAM Reconciliation – Full Year Process

• Create a Reforecast from your existing budget
• Upload Actual Expenses and input Actual Billings
• Update Recovery Schedules with year-end adjustments
• Make final updates to the Rent Roll
• Perform a full-year reconciliation for each recovery pool
• Generate and interpret the Audit Recovery Reconciliations Report

Perfect for property managers, accountants, and asset management teams, this training helps you close the books cleanly and deliver CAM recs that align with lease terms and financial best practices.

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🗓️  January 28 – Budgeting Basics: Q1 Reforecast Process

Kick off the new year with a strong start by learning how to prepare your Q1 Reforecast in Kardin. This foundational training is ideal for property and asset management professionals who need to update budgets with Q1 actuals and ensure financials remain accurate and aligned with operational goals.

• Roll forward your current-year budget into a Q1 Reforecast
• Import Q1 actuals into Kardin
• Update recovery billings through the first quarter
• Apply Rent Roll changes, including Leasing Assumptions
• Make updates to expense accounts and capital line items
• Generate and review variance and financial reports

This session helps you maintain up-to-date insights and prepares you for ongoing forecasting throughout the year.

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🗓️  February 11 – Budgeting Basics: Expenses, Variance Reporting & Financials

This session explores how Kardin handles the backbone of your budget files—expenses, capital planning, debt service, and variance reporting. Whether you’re building a budget or fine-tuning a reforecast, this session will help you better understand Kardin’s financial tools and data flow.

• Enter and manage data in the Budget Input screen
• Create User-Defined Calculations (e.g., property management fees, occupancy-based costs
• Build a 5-Year Capital Plan within your budget
• Incorporate Debt Service into your financials
• Access and interpret Kardin’s Variance Reports
• Update and import historical financials into budget files
• Understand data flow and how financial inputs affect reporting
• Navigate GL Reports, Variance Reports, and supporting schedules

This session is ideal for users who want to take full control of financial inputs and reporting in Kardin to support more strategic decision-making.

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🗓️  February 25 – Budgeting Basics: Office Leasing and Rent Roll

This training covers the foundational steps for setting up the leasing side of your budget in Kardin. You’ll start with importing lease data, then dive into Rent Roll setup and how to apply Leasing Assumptions to model new, renewing, or expiring tenants.

• Import Suites, Tenants, and their Rents
• Troubleshoot common data issues during import
• Create, Merge, Split, or Delete Suites
• Create and modify Leasing Assumptions
• Apply Leasing Assumptions to Suites and renewals
• Add new tenants after lease expirations
• Run and interpret Leasing Reports

Whether you’re setting up your Rent Roll for the first time or looking to refine your process, this session will help ensure your leasing data flows cleanly into revenue projections and CAM recoveries.

Register now ▹

🗓️  March 11– Budgeting Basics: Setting Up Commercial Recoveries

Join us for a focused training session that walks through the step-by-step setup of Office Recoveries in Kardin. Perfect for users looking to master recoveries, this session will help you build clean, auditable schedules and confidently apply recovery calculations.

• How to create expense codes for single and multi-building properties
• Building expense schedules: inclusions, exclusions, and categorization
• Applying expense caps at the account or group level
• Using gross-ups to normalize occupancy
• Adding fixed amount or percentage-based adjustments
• Setting up tenant-specific adjustments
• Assigning Recovery Pools by tenant (including new lease setup in the Rent Roll)
• Commercial Recovery Reporting: how to access and interpret key reports

Whether you’re new to Kardin or need a refresher, this training will ensure you’re equipped to handle commercial recoveries with confidence and accuracy.

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🗓️  March 25 – Preparing Your Q2 Reforecast & Rolling Forward to Next Year’s Budget

This session is designed to guide you through preparing your Q2 reforecast in Kardin and how to roll your current data forward to begin next year’s budget with confidence. We’ll walk through the key steps and best practices for mid-year reforecasting and ensure you’re set up for a smooth transition into the next budgeting cycle.

• Version a Q1 Reforecast or roll forward from your Current-Year Budget
• Import actuals through Q2 to ensure up-to-date financials
• Update recovery billings through Q2 with precision
• Apply Rent Roll updates, including Speculative Leasing Assumptions
• Adjust Expense Accounts and Capital Items
• Generate and interpret Variance Reports and Financials
• Seamlessly roll forward to create your next budget file

Ideal for budgeting leads, asset managers, and anyone responsible for mid-year financial reviews or next-year planning, this session ensures your Kardin data stays accurate, actionable, and audit-ready.

Register now ▹