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:

🗓️  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.

Register now ▹

🗓️  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 ▹