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About This Certification

Take your career to the next level, earn recognition, and validate your skills in your job-role.

Ungerboeck Certified Event Financials Professional

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An Ungerboeck Certified Event Financials has proficiency in the day-to-day use of the Expense Management back-office functionality within Ungerboeck Software.

Who is this for?

You must be a current Ungerboeck Customer.
Event professionals who have been working with an organisation using Event Finance Functionality within Ungerboeck for at least one year.
You need to hold a valid Ungerboeck Financials Associate Certification.

Skills measured

This list includes weighting, question groups and detailed areas. This list is intended to illustrate how we are assessing those skills, and is not a comprehensive listing of the content of the exam.

General Ledger Reporting: 10%

  • Inquiry Windows
  • Ungerboeck Reporting Add-in
  • Analysis Codes

Invoicing and Payments: 20%

  • Credit & Correction
  • Reconciliation

Month-End Processes: 15%

Budgeting: 5%

Reporting: 10%

  • Inquiry Windows & Revenue Reporting

Event Management: 10%

  • Resources, Price Lists & Order Forms
  • Orders

Cash Receipt Management: 10%

  • Adjustments & Credit Card Fees
  • Receivable Transaction Types

Recurring Journal Entries: 5%

Cash Book: 10%

Taxes: 5%

Payment Gateways & Portals: 5%

  • Bank Reconciliations
  • Fixed Assets

How should I prepare?

These training courses and materials will help with exam preparation:

On-demand courses

  • Navigation & System Overview
  • Introduction to Ungerboeck Financials
  • Financials Tips, Tricks and Financial Reporting Best Practices
  • Views & Favorites
  • Accounts, Contacts and Affiliations
  • Accounts Receivable: Payment Portal
  • Accounts Receivable: Reminders & Statements
  • Efficient Supplier Processes with Accounts Payable Automation

Instructor-led courses

  • Financial Reporting & Dashboards
  • Procurement & Expense Management

In addition to the above, experience using Ungerboeck at your workplace, attending Ungerboeck Unite or visiting the Ungerboeck Knowledge Base are also beneficial.

About the exam

The tests consists of 50 multiple choice questions, and you will have 45 minutes to complete it.
You must score 80% or more to pass the exam.


Ungerboeck certifications are valid for 2 years.


Exam fee: $199 USD (waived until 31 December 2020)
Retake fee: $49 USD (waived until 31 December 2020). Exam can be retaken 1 week after the last attempt.

I'm ready!

Click the button below to be notified when the certification test is available.
Note: You must have an active account on the Ungerboeck Learning Center to take the test. Request your free account here.

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