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Tuesday, April 25, 2023

Breakfast
8:00AM - 9:00AM

9:00AM - 9:50AM

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MAIN SESSION
Cybersecurity 101
Russ Horn, President
At least once a month, I get a letter from some company saying there was a breach and my data may have been compromised. The security landscape of today's Internet-connected business continues to expand to more sophisticated, global cyber threats. Technology is increasing in complexity, cyber threats are growing in sophistication, and more third-party solutions are integrated into existing systems; therefore, potential vulnerabilities are exponentially increasing. During this session, we will discuss, in plain English, some of the top cybersecurity threats facing companies today and look at some cyber controls related to ActivityHD and associated services.

  • Stories of cyber attacks
  • Security awareness best practices
  • Cyber controls related to ActivWebAPI, new Self-Serve, and Aspire hosting

Download Slides [PDF]

Refreshment Break
9:50AM - 10:00AM

10:00AM - 10:50AM

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TRACK ONE
Refining Purchasing Processes in ActivityHD
Shaun Ledbetter, Implementation Team 
Mason Edwards, Support Team 
Purchasing has become an area of focus as companies navigate rising costs and supply shortages. This has led to a need for robust approval workflows and internal controls. Join this session to look at how ActivityHD can streamline your purchasing process.    

  • Create robust internal controls
  • Improve approval workflows
  • Address audit and compliance issues

Download Slides [PDF]

10:00AM - 10:50AM

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TRACK TWO
Getting Started with ActivReporter
Sarah Brewster, Implementation Team
How's your relationship with ActivReporter going, really? Maybe you're right at the beginning, where getting to know a new software feels daunting. Or, maybe you've dug in a little, and you're wondering if you're following best practices as you build and use Financial Designs. Either way, join this session to walk through how to get started with financial reporting in ActivReporter.

  • Import set up from Management Reporter or create in ActivReporter
  • Create Financial Designs to produce common financial statements
  • Leverage the Publish process to minimize maintenance work

Download Slides [PDF]

11:00AM - 11:50AM

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TRACK ONE
Tips & Tricks to Help Troubleshoot your Payroll
Steve Sikes, Support Team
Elizabeth Hudspeth, Implementation Team
Ever wonder why payroll checks won’t calculate or why the GL entries won’t merge? Learn some quick troubleshooting tips and tricks to help make your payroll run smoothly. Join this session as we discuss topics such as,

  • Using Your Proofing Tools
  • Importance of Dates for Rates, Attributes, etc.
  • Tax Calculations
  • Correcting Invalid GL

Download Slides [PDF]


11:00AM - 11:50AM

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TRACK TWO
Ask Me Anything: Financial Designs
Sarah Brewster, Implementation Team
Lori Bogart, Senior Project Leader
Have questions about Financial Designs? Help us put the "interactive" in InterActiv by bringing us your questions! Your local Financial Design experts will be ready and waiting to answer them. This session is intended to generate a discussion about Financial Designs in ActivityHD and ActivReporter.

Lunch
12:00PM - 1:00PM

1:00PM - 1:50PM

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MAIN SESSION
Power BI & KPIs
Cody Jones, Implementation Team
Cole Long, Project Development Lead

Power BI makes it easy to create key insights about the performance of your business. Use Power BI to bring data to life with interactive dashboards and share business insights that drive success. Join this session to get a sneak peek at our upcoming latest features that connect your ActivityHD financial data to Power BI’s sophisticated reporting tools.

  • ActivWebAPI – See new features to connect to Power BI (and more) 
  • Key Performance Indicators (KPIs) – Learn about some important financial metrics
  • Dashboards – Explore new insights into your ActivityHD data
  • Power BI – Find out how to create, share, comment, and embed reports 

Download Slides [PDF]

2:00PM - 2:50PM

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TRACK ONE
Contracts Processing: Settling Isn't Easy
Barbara Andersen, Support Team
Lori Bogart, Senior Project Leader
Tracking all the ins and outs of contracts is overwhelming! You have advanced payments coming in, refunds going out, and all that “activity” in between. Learn how ActivityHD can simplify the process!

  • Collecting Prepaid Deposits
  • Settling Contracts and Accounting for Extras
  • Revenue Recognition in Extra GL
  • Handling of Refunds

Download Slides [PDF]

2:00PM - 2:50PM

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TRACK TWO
Ask Me Anything: ActivReporter
Sarah Brewster, Implementation Team
Phil Johnston, Implementation Team
Have ActivReporter questions you want to ask the experts? This session is the time! Similar to our online AMA webinars, this session is intended for your questions and our answers to generate a discussion about how to best use ActivReporter.

Refreshment Break
2:50PM - 3:10PM

3:10PM - 4:00PM

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TRACK ONE
Advanced ActivityHD
Phil Johnston, Implementation Team
Steve Sikes, Support Team
Join this session to learn about advanced filter and view options, creating saved answers, providing custom data as selection options to Custom fields, and creating custom reports using MS Word.

Download Slides [PDF]

3:10PM - 4:00PM

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TRACK TWO
Keeping Track of Your Employees with Ease
Elizabeth Hudspeth, Implementation Team
Cole Long, Project Development Lead
Join us as we navigate the life cycle changes of your employees using BambooHR and Swipeclock by interfacing with ActivityHD, timekeeping and scheduling, maintenance from ActivityHD, and upcoming conversion possibilities.

Download Slides [PDF]

4:10PM - 5:00PM

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TRACK ONE
Using Post to GL in Fixed Assets
Shaun Ledbetter, Implementation Team
Do Fixed Assets leave you “fixed” in your chair all day long? Join us for some tips on using the Post to GL process to handle your Fixed Asset accounting in ActivityHD. See how this feature can make your reconciliation process easier.

  • Troubleshoot error messages using Post to GL
  • Capitalize assets using Post to GL
  • Properly retire assets in ActivityHD
  • Best practices for reconciling fixed assets in ActivityHD

Download Slides [PDF]

4:10PM - 5:00PM

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TRACK TWO
Ask Me Anything: Fairs
Lori Bogart, Senior Project Leader

Tracking all the ins and outs of contracts is overwhelming! You have advanced payments coming in, refunds going out, and all that “activity” in between. Learn how ActivityHD can simplify the process!

Prize Drawings & Group Photo
5:00PM - 5:15PM

PKWY Tavern
6:00PM - 9:00PM