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Monday, April 24, 2023

Registration open from 7:30AM - 3:00PM

Breakfast
8:00AM - 9:00AM

9:00AM - 9:50AM

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MAIN SESSION
Welcome Session
Marvin Crossnoe, CEO
Join us for the conference kick-off! During this session, you will learn what's new at AccountingWare and how to get the most out of your InterActiv experience. 

Refreshment Break
9:50AM - 10:00AM

10:00AM - 10:50AM

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MAIN SESSION
Product Update
Bruce Gilstrap, Development Team Manager
Grant Perry, Director of Development, VP

In this session, we’ll talk about some of the features that are making their debut at InterActiv and point you toward the sessions you can attend to learn more about them. We’ll also share some of our plans for the near future of ActivityHD and ActivReporter.

Download Slides [PDF]

11:00AM - 11:50AM

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TRACK ONE
Introducing AP Invoice Approvals
Barbara Andersen, Support Team
Mason Edwards, Support Team
Join us as we launch our new feature AP Invoice Approvals! Get a first look at how managers can monitor and approve their own costs. See how email notifications and web services offer transparency across all levels of the organization.

  • Define Approval Hierarchies
  • Learn Approval Staging
  • Process Approvals with ActivityHD and Self-Serve
  • Review Approval History

Download Slides [PDF]

11:00AM - 11:50AM

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TRACK TWO
Skip the Forest for the Financial Trees in ActivReporter
Sarah Brewster, Implementation Team
Calling all former Management Reporter or FRx users! Have you found yourself wishing for reporting trees in ActivReporter? Consider your wish granted with the Financial Tree Reporting bot! This new to ActivReporter G2 feature allows you to publish your entire reporting package with just a few mouse clicks! Attend this session to learn how to leverage the Financial Tree Reporting bot.

  • Recreate your reporting trees from Management Reporter or FRx
  • Define your financial reporting package in Excel
  • Publish Financial Designs to file, email, or SharePoint

Download Slides [PDF]

Lunch
12:00PM - 1:00PM

1:00PM - 1:50PM

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MAIN SESSION
How Bots Answer the Ultimate Question of Life and the Universe
Marvin Crossnoe, CEO
Cole Long, Project Development Lead
In the classic Hitchhiker's Guide to the Galaxy, the robot Marvin employed the supercomputer “Deep Thought” to come up with the answer. After 7.5 million years of computing, the answer was: 42
Now that seems strange, and there have been many theories over the years as to how and why 42. Attend this session and the real-life Marvin and side-kick Cole will reveal the NEW answer to the Ultimate Question of Life and how it relates to ActivityHD.

Download Slides [PDF]

2:00PM - 2:50PM

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TRACK ONE
General Ledger: Mission Control
Lori Bogart, Senior Project Leader
Do you have the daunting task of ensuring the accuracy of your entire accounting system?  Are you expected to have all the answers all the time?  No one feels that pressure more than our CFO’s and controllers.  Learn how to better navigate ActivGL, the command center for all your financial needs.

  • Attribute Enhancements
  • Tips & Tricks
  • Best Practices

Download Slides [PDF]

2:00PM - 2:50PM

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TRACK TWO
Tech Talk Discussion
Bruce Gilstrap, Development Team Manager

Grant Perry, Director of Development, VP
Cole Long, Project Development Lead

If Marvin and Cole’s Automation session only whetted your appetite for more information about ActivityHD’s automation capabilities, this is the session for you! Bring your questions, comments, and ideas about Bots, Gadgets, Data Sources…anything technical, really, and join us for an open discussion about how to use ActivityHD’s rich technical features in new and productive ways.

Refreshment Break
2:50PM - 3:10PM

3:10PM - 4:00PM

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TRACK ONE
Into the Woods with ActivityHD's Financial Trees
Sarah Brewster, Implementation Team
If you found yourself with extra time every month, what would you do with it? Explore your local forest? Learn how to sing? Finally, get to all those "in my spare time" projects at work? The new Financial Tree Reporting bot can take on the heavy lifting of publishing your Financial Designs and give back hours of your time! Use this advanced reporting feature to slice and dice your data along your organization's structure and publish Financial Designs with minimal effort. Let's work smarter, not harder! Attend this session to learn how to use the Financial Tree Reporting bot to get the most out of ActivityHD's Financial Designs.

  • Use Rollups to mirror your company structure
  • Pick and choose multiple segment items (from multiple segments!) for iteration
  • Publish Financial Designs to file, email, or SharePoint

Download Slides [PDF]

3:10PM - 4:00PM

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TRACK TWO
ActivityHD Basics
Cody Jones, Implementation Team

Are you new to ActivityHD and want to learn the basics? Are you a veteran user and want a refresher on common helpful features? Join this session to learn the basics of ActivityHD and the features you can use throughout the software.

  • Online help resources
  • Navigate the software and other common features
  • Create helpful filters
  • Learn how saved answers save time
  • Spotlight – Date Expressions (fast track your reports and filters)

Download Slides [PDF]

4:10PM - 5:00PM

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TRACK ONE
Taking a Proactive Approach to Payroll Processing with ActivityHD
Barbara Andersen, Support Team
Elizabeth Hudspeth, Implementation Team
Payroll is daunting enough! Let ActivityHD help streamline your processes to be ahead of the game in efficiency and reporting. Join our session as we discuss the following, 

  • Dashboard Gadgets
  • Attributes
  • Follows Pay
  • Reporting

Download Slides [PDF]

4:10PM - 5:00PM

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TRACK TWO
Ask Me Anything: Controller Workshop
Lori Bogart, Senior Project Leader
Welcome to Learning with Lori! Have questions about general ledger and reporting? Bring those topics and join us for an “interactive” chat discussing common problems facing our CFO’s and controllers.

Closing Session
5:00PM - 5:15PM