Embassy Suites

 Portland Airport

May 9

2018

A Session for Everyone in Business

There’s something here for everyone. Check out the sessions below…




People Savvy HCM & Human Resources

People Savvy HCM Recruitment/HR

Session 1

When collecting applications and resumes for open positions, are you sorting through physical stacks of papers, photocopying, and then distributing those paper copies to all interviewers? Do you have file cabinets full of employee folders? In this session, you will learn how integrated Human Capital Management (HCM) software can automate recruitment, applicant tracking, onboarding, and other HR-related processes. Do you want to eliminate all of those paper files and securely access the information anywhere you have and internet connection? If you answered, “YES, PLEASE!” then this is a don’t miss session for you!

People Savvy HCM TLM/Payroll

Session 3

What if you had the option for your employees to clock in and out on a time clock, a computer, or even a mobile device? Managers could see – in real time – who is working; all they need is internet access to do so. At the end of each pay period, time sheets flow seamlessly through a workflow process to the approving manager. Once approved, that time moves directly to payroll, avoiding the need for any manual entry into payroll. A pre-defined checklist then walks the Payroll Administrator through the required steps, all the way to issuing direct deposit statements or printing of physical checks. In this session, we’ll show you how that ‘what if’ can be a time-saving reality.

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Why Performance Evaluations Are Important

Session 6

Employee performance evaluations should be a balanced assessment of work performance. Does your company have an existing performance evaluation process for making that happen? Is your organization and its employees benefiting from the current process? How consistent and ongoing is communication? Is the current process understood and followed by everyone? Is documentation consistent? If you answered ‘no’ to at least one of these questions, this session may be just what you need. We’ll give you pointers on how to begin, create, or improve an existing performance evaluation plan.

Managing Retirement Assets

Session 2 or 5

Presented by Eric Adler, Cascadia Wealth Management

What are you doing in today’s economic environment to plan for retirement and manage your savings against the risks that exist? You probably need more than mere intuition make good choices. You need to form income strategies and think through tax considerations around your entire portfolio; both pre- and post-retirement. This session will cover topics to get you thinking about retirement-based solutions, planning for participation, and the role a fiduciary can play in satisfying your goals.

People Savvy HCM Employee Self-Service (ESS)

Session 4

This session will help you help your employees become more self-sufficient while reducing your HR workload; allowing you to spend less time pushing paper and more time focusing on the things that actually improve your workplace. We’ll show you how employees can access their own pay statements (current and historical) and W2s, the company’s employee handbook, and all manner of forms as well as see their accrued time-off balances and update their employee own information (e.g. address, phone number, e-mail, dependents, and/or direct deposit).



Sage 100

Sage 100: The Road Ahead, Sage 100 v. Sage 100c & What's New in 2018

Session 1

If you’re confused about your Sage 100 Perpetual License and Sage 100c (which has now been renamed Sage 100 Cloud), you’re not alone! In this session, we’ll attempt to clarify the differences between the two (or more?) products. We also want to tell you about the most recent enhancements available in Sage 100 and the enhancements in Sage 100c, as well as what future enhancements are planned for both products.

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BizInsight 7: Strategically Improving Your Reporting Processes

Using ROI in Your Decision to Customize Your Sage 100 System

Session 5

Presented by Jon Reiter, DSD Business Systems

When is it a good idea to customize your accounting software? That’s a question that numerous Sage 100 ERP customers – wanting their systems to do even more – eventually think about. If you’re wondering if customizing is right for your organization, you’ll want to make sure that you work with a company that, like DSD Business Systems, has successfully delivered hundreds of enhancements. In this session, DSD President of Development Division, Jon Reiter, will discuss what types of customizations are available for Sage 100 and how to use the ROI method to determine if a customization is beneficial for your company.

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BizInsight 5, with Sage Connectors: Tips & Tricks

AP Automation…Right Within Sage 100

Session 6

Integration between systems is at its best when it’s built in and doesn’t rely on import/export routines. This type of true integration allows users to stay in one place and work efficiently, rather than switching back and forth between applications. In this session, you’ll witness how Sage’s AP automation solution – powered by Beanworks – delivers a fully integrated, end-to-end solution that automates processing of invoices, from approval to payment, right from Sage 100.

Sage 100: Tips & Tricks for Core Accounting

Session 2

For those who are constantly seeking to improve personal efficiency, our ever-popular tips and tricks session has been updated to provide you with insight into features added to Sage 100 software over the past two years. We’ll focus on topics that Bennett/Porter’s help desk receives the most calls about, including:
• problems reversing AP and Payroll checks
• making AP and AR adjustments while avoiding date issues
• reversing cash receipts
• generating refund checks to customers using AP check printing
• custom look-ups for active customers/vendors/GL accounts, and how they can benefit you

Sage Payroll 2.0

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Crystal Reports: Customizing Standard Sage 100 Reports

Session 5

In most of its modules, Sage 100 uses Crystal Reports to create the journals, registers, reports, and forms. That’s good because Crystal is a flexible tool, enabling users to modify and create reports and forms. In this session, we’ll explore the types of changes that can be made to existing reports, and we’ll create multiple versions of reports using the settings. During the session, we will actually modify the following as examples:

  • AR Invoice Form to create a new form code
  • AR Aged Invoice Report to create a new report setting

Note: Crystal Reports 2011 will be used for the purposes of this session. Sage 100 2018 uses a new version of Crystal Reports, but the skills should still be applicable.

Warehouse Automation: Best Practices

Session 6

Presented by Steve Showalter, ScanForce

In this session, you’ll learn the foundations of warehouse automation and see where the ROI for such systems might come from. We’ll cover the topics of shipping, receiving, physical count, and inventory transactions as well as remote sales automation, label printing, and production entry. We’ll also demonstrate tips & tricks for both beginning and experienced users of ScanForce’s WMS solution.



Acumatica

Acumatica: What’s New in 2018 and The Road Ahead

Session 1

Acumatica’s developers are constantly adding functionality to Acumatica Cloud ERP aimed at boosting the growth and productivity of companies using this innovative ERP application. They’ve outdone themselves over the last couple of years. In this session, we’ll share some of the best new functionality with you and provide a glimpse as to what is on the horizon for this software that emphasizes the three core pillars of Insight, Productivity, and Technology. It will be an exciting session packed with information for current users and those curious about what a cloud ERP system is capable of.

Acumatica Workflow Approval

Session 4

Are you tired of losing original documents and waiting (and waiting…) for approvals for your expenses, payables, and time entries? With Acumatica 2017, document approval is easier than ever. In this session, we’ll show you how you can create and manage workflows and document approval processes within the Acumatica ERP system. You’ll see how you can set up approval maps and document flows of various complexities in order to efficiently manage and route your work.

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Acumatica Cloud ERP: Tips and Tricks

Session 6

Acumatica is rich with features, many of which allow users to work efficiently and accurately. It’s so rich, in fact, that it’s sometimes hard for everyday users to know what all is available them. Do you want to save hours reconciling your cash accounts? Have you ever wondered how to make a mass data change without ever having to import? This session is all about investigating the useful things that may have gone undiscovered until now so you can work even smarter.

Acumatica: Generating Great Generic Inquiries

Session 2

Generic Inquiry is a valuable feature of Acumatica that is rarely used to its full potential. This easy-to-use, extremely customizable tool-set allows users to create their own queries in order to extract exactly the data they need when they need it. In this session, we’ll delve into how you can use Generic Inquiry to export data, publish that data through an OData feed, replace standard screen lookups with the ones you really need, and generate pivot tables within Acumatica. That’s right…without having to use Excel.

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Using Acumatica’s Wiki

Session 5

Did you know that Acumatica has a built in Wiki toolset? Learn how to use it, and you’ll be able to create, manage, and readily share information such as employee manuals, process documentation, workflow instructions, and an endless number of other useful resources right from within Acumatica. Acumatica’s Wiki offers version tracking, security controls, configurable approval procedures, and many other features that we’ll preview in this session. Our introduction to the Acumatica Wiki will help you learn how to take advantage of this powerful tool.



IT & Cloud Technology

Getting the Most out of Your Apple Devices

Session 1

Why not use your iPad instead of lugging around your computer when working remotely? Does your workplace offer a VPN connection? If so, we can show you how to leverage your Apple devices to help you work as efficiently as possible. This session will also show you how powerful Apple’s built-in apps can be by making a few, simple changes! You’ll have a chance to ask all those questions that you been waiting to ask about your Mac and other Apple equipment.

Information Technology Roundtable

Session 3

Do you have information technology questions about your business that you’d like some high-level guidance on? Then come join our interactive roundtable, where a summary of contemporary I.T. strategies and best practices will be followed by an open question and answer session. We’re looking forward to engaging with you and discussing your thought on technology in our collaborative forum.

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Ransomware: Real Life Case Studies

Session 5

CryptoLocker, Locky, CryptoWall, WannaCry – these are just the most well-known out of a million different ransomware variants. What they all have in common is posing a tremendous threat to your business, your data, and your company. Without proper risk mitigation and recovery plans, one malicious attachment can cripple your business – or worse. This session will cover the steps you can take to reduce the chance of malware hitting your network, how to limit the damage if it does, and how to prepare to recover your data without paying that ransom.

Defending your Data: Data Loss Prevention and Creating an Incident Response Plan

Session 2

Amid ransomware, phishing and fraud attempts, and catastrophic system failures, there seems to be a never-ending stream of assaults on your business-critical data. In this environment constructing plans to prevent your confidential data from being infiltrated or destroyed is more important than ever. From spam filtering to backups and firewall settings, learn what you can do to avert these crippling incidents…and what to do if the worst happens.

Hosting your Business Software in the Cloud

Session 4

‘The Cloud’. It’s a term that is used almost constantly in business publications and advertisements. Yet beyond being an alluring marketing concept, but what does it really mean? In this session, we’ll discuss what and where ‘the Cloud’ actually is. Perhaps even more important, we’ll talk about its potential role for your business and its data. We’ll also share with you what it means for a company like Bennett/Porter to host your applications in our very own Cloud.

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Organize Yourself with Microsoft Office

Session 6

Almost everyone uses Microsoft Office, but almost nobody knows the full extent of what it can do. When is the last time you recruited OneNote for a task? What advanced features does Outlook have that you’re ignoring each and every day? What other built-in functions of this daily-used software suite might dramatically increase productivity in your office environment? Join us for this session, and learn how to do more with the software you already own!



General Business

Six Simple Questions for Social Media Success

Session 1

Presented by Sarita Stevens, Drive Interactive

Many business owners jump into social media without asking themselves – and their teams – six essential questions. When considered carefully and answered honestly, these questions can help you determine how ready your business is for social media, understand what you need to have in place to be successful with your plan, and how to improve your return on investment. This session takes you through the “Simple Six Questions” and challenges you to answer them honestly. Once done, we provide implementation ideas for you to take back to your business and a three-month evaluation plan to track your success.

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All the Software is Colliding

Session 2

Presented by Website Pipeline/CIM Cloud

The major categories of software (ERP, CRM, e-commerce, CIM) that help companies get, keep, and grow customers are colliding – and it can be hard to make sense of it all. Choosing the right tools is critical to ensuring your business stays relevant to current and future customers. In this session, we’ll talk about providing a framework to discover your company’s true needs and then prioritize those needs, so you can make informed decisions about your customer-related software spending.

Exploring Employment Practices Liability and Navigating Cyber Liability

Session 3

Presented by Alycia Johnson, Director of Executive Risk What are the main drivers of claims, and what financial harm can come to companies from employment related claims? Do you know the damage can result to a company from hackers trying to steal its secrets, information, and money? This session will explore those questions. We’ll emphasize how insurance policies respond and how pre-emptive Risk Management controls can be put into place to help reduce your likelihood of a claim or, at the very least, give you a strong defense if one arises. We will also spend time examining how coverage is underwritten, what to look for in coverage details, and what pitfalls to avoid.

From Chaotic to Thriving

Session 4

Presented by Scott Pillsbury, Rose City Label Company

Learn how a local Portland business was able to navigate through chaos and financial instability to become a thriving and influential leader in its industry. Scott Pillsbury, President of Rose City Label Company, will discuss practical strategies that can be applied in any number of business environments. Whether you’re a CEO, a policy influencer, or you’re just interested in bringing new ideas to the table, Scott’s message is compelling for people in small and mid-size businesses alike. The session includes a question and answer period with the presenter.

Dueling Versions: Cloud vs. On-premise Software

Session 5

First of all, let’s cover the basics. This session will begin by defining – and noting the differences between – Cloud and on-premise versions of software. What truly separates them, and why are those qualities potentially important to any business making a decision on which direction to proceed? Then we’ll discuss some of the truths, as well as the fallacies, that pertain to each type. We will conclude the session by exploring why the software market as a whole seems to be shifting away from on-premise and towards Cloud-based solutions.

Champion your Project

Session 2

The most important element of any ERP implementation project…indeed, perhaps, any major software installation…is not actually the software itself. This session will address the importance of mutual commitment to any such project. The person who inspires that commitment on the customer’s side is frequently referred to as the champion. We’ll chat about what a champion does, who in your organization may be best suited for the role, and how to choose. We’ll also talk about critical signs that a project is coming off the rails and what to do to get it back on track as quickly as possible.

AP Automation: The Future of Accounts Payable - AvidXchange

Session 3

Is your company is still receiving paper invoices or paying with checks? If so, you may not be capitalizing on today’s best practices when it comes to accounts payable. With accounts payable and payment automation, companies can eliminate all manual tasks associated those processes – and reduce AP processing costs by as much as 60%. Join AvidXchange’s educational session to learn about the inefficiencies associated with a manual, paper-based AP process. You’ll also see the benefits of moving to an automated solution, including scalability, quick approvals, and improved month and year-end closing.

Excel: Intermediate Tips & Tricks

Session 4

Want to learn some cool tricks in Excel that will help you use it way more efficiently than you do today? We’ll show you some intermediate-level functions, faster ways to navigate, adding data validation to your workbooks, and using custom views to save time. And did you know that Excel can even speak? We’ll make it do that, too! Here is just a partial list of topics:

  • Navigation and shortcuts
  • Date and text formulas
  • Grouping vs. hiding
  • Named ranges
  • Logical and conditional formulas
  • Error formulas and conditional formatting
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When should I change my ERP system?

Session 4

From the inside, it’s often hard to know when your Enterprise Resource Planning software could use an upgrade to a new system. That’s because human processes tend to compensate for the software’s functional limitations, making inefficiencies hard to spot. This session will help you take a step back and objectively examine common elements businesses face that signal the need for something new. We’ll touch on the need for refined business processes, better technology, and improve scalability, and we’ll investigate what truly makes sense to automate in a business environment.



QuickBooks

QuickBooks Desktop vs Online – Part 1, for QuickBooks Users

Session 1

Today, more small businesses use QuickBooks Desktop than QuickBooks Online. However, small businesses are rapidly switching to the online. In fact, 80% of new QuickBooks users choose QuickBooks Online over QuickBooks Desktop. Which platform is right for you? Whether you’re about to use QuickBooks for the very first time or are a loyal desktop user considering that leap, you’ll benefit from this detailed comparison. Together we’ll investigate how the products differ and the ways in which each excels.

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Creating Custom QuickBooks Reports

Session 3

Depending on which QuickBooks platform you are using, there are various options for customizing its reports to suit your unique business needs. For example, if you do projects for customers using QuickBooks Desktop, you can customize the Profit & Loss report with a Customer column to see your profits by project. QuickBooks Desktop Enterprise offers reporting options that the Pro and Premier Desktop products do not have, including the new Advanced Reporting module. QuickBooks Online has a wide variety of built-in reports that can be scheduled to show you where your business stands. In this session, we’ll demonstrate techniques for customizing reports in both the QuickBooks Desktop and Online versions, and we’ll introduce users to the new Advanced Reporting module of QuickBooks Enterprise Desktop.

Beyond QuickBooks: Accounting Apps that Work with QuickBooks

Session 6

Let us introduce you to various desktop and mobile apps to help you expand the functionality of QuickBooks software. We’ll explore third-party applications created by software developers, who have partnered with QuickBooks, to create programs that solve numerous and specific business needs. Easily add exciting advanced features such as employee time tracking, CRM, workflow management, cash flow forecasting, and sales automation.

QuickBooks Desktop vs Online – Part 2, for Accountants

Session 2

Intuit has put your most essential tools – the ones you use every day to support all your clients – in one consistent place. However, depending on which QuickBooks platform you’re working in – Desktop or Online – there are some differences in the Accountant Toolbox. In this session, we’ll explore that toolbox from both perspectives and highlight the differences. You’ll learn how to complete key accounting tasks easily and efficiently, such as writing off multiple invoices in one screen, batch entering and reclassifying transactions, and fixing incorrectly recorded sales tax payments.

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Avoiding Common QuickBooks Errors

Session 5

As intuitive as QuickBooks is for helping businesses manage their financial records, errors are always possible. This session is all about exploring – and learning to avoid – some of the most common errors that QuickBooks users make in the following areas:

  • Setup – such as using more accounts and sub-accounts than might be necessary
  • Procedural – such as using the Write Checks window to pay payroll taxes and not regularly checking the balance sheet

Additionally, most users get too busy to think about integration, so we’ll also discuss third party options that expand the capabilities of QuickBooks in useful ways.