InterActive Conference

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Monday, September 21, 2026

Registration open 8:00AM - 12:00PM

Breakfast

8:00AM - 9:00AM

9:00AM - 10:10AM

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MAIN SESSION

Keynote

Come Alive at Work: Finding Your Spark with the Sparketype System
Leticia Saiid, Chief of Staff & Chief Learning Officer

We all have a unique imprint for work that makes us come alive – yours is not just accounting! Leticia Saiid has been using the Sparketype system since 2021 to help individuals and teams find their spark and realign their work to have everyone performing at their best. The Sparketype® system identifies what work unlocks your potential, multiplies your impact, and puts a smile on your face. In this keynote session, Leticia will share why some work activates you while other work drains you – and more importantly – what to do about it. Join this session for:

  • Understanding of the Sparketype system
  • Insight into how your unique profile has affected your work experiences
  • Tools for aligning your work to what makes you feel alive

Refreshment Break

10:10AM - 10:30AM

10:30AM - 11:40AM

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MAIN SESSION

Development Update & AI

Welcome to ActivityHD HQ
Bruce Gilstrap, Development Team Manager
Grant Perry, Director of Development, VP

Join Bruce and Grant for your first stop at ActivityHD's new headquarters without the security badge. We'll give you a guided tour of what's new in ActivityHD, preview what's coming next, and demonstrate practical ways AI can help you work more efficiently alongside the platform. Along the way, we'll point you toward the breakout sessions where you can explore each topic in greater depth.

Lunch

12:00PM - 1:00PM

1:00PM - 1:50PM

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MAIN SESSION

Automation

Automation: The Modern Employee
Cole Long, Project Development Lead
Peter Lambert, Project Developer

Today, automated workflows and processes are not just efficient in the workplace, they are expected. Think of automation as your newest employee, one that handles the repetitive steps so your people can focus on the critical work. Join us as we explore the automated solutions ActivityHD offers and see how ActivityHD's design supports rich, full automation. We'll take a look at:

  • Removing tedious routine tasks

  • Improving speed, efficiency, and reducing errors
  • Increasing revenue potential 

2:00PM - 2:50PM

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TRACK ONE

Advanced Financial Reporting

Troubleshooting Financial Designs
Sarah Acosta, Implementation Specialist

This session is intended to answer the number one most asked question about Financial Designs: Why isn't this GL Account on my financial statement?  Join us to walk through this question and many other frequently encountered issues in Financial Designs to understand why they happen, how to fix them, and how to prevent them in the first place.  This session will focus on ActivityHD but will be applicable to ActivReporter attendees as well!

  • Missing a GL Account, GL Segment, Rollup Item, or Attribute Item

  • Out of balance financial statement

  • Calculation log errors or warnings

  • GL Accounts assigned to multiple rollup items aka, "Change causes account(s) to be assigned to more than one rollup item."

2:00PM - 2:50PM

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TRACK TWO

Filtering and Reporting

Find It, Filter It, Report It: Getting the Most from AHD
Zach Montandon, Support Specialist
Stefanie Rosales, Support Team Lead 

You need more than knowing where your data is. Being able to get to it quickly and present it clearly is where ActivityHD really shines. In this session, we'll cover the ins and outs of filtering and reporting, from building and saving filters that work for your workflow to getting the most out of your built-in reports. Whether you're tracking down a specific record or pulling together data for a meeting, you'll leave with practical skills to work faster and smarter.

  • Filtering Fundamentals & Best Practices

  • Built-in Filters Worth Knowing

  • Saved Answers & Report Options

  • Reporting Best Practices

  • Resources

Refreshment Break

2:50PM - 3:10PM

3:10PM - 4:00PM

Lori Bogart

TRACK ONE

General Ledger: Controller Workshop

General Ledger: Reporting Across Dimensions
Lori Bogart, Senior Implementation Lead

Finance teams today are tasked with answering questions a standard chart of accounts isn’t built to handle.  It’s time to move beyond that one-dimensional structure.  Customize your setup to answer those hard questions – which project, which department, which location.  Take your reporting to the next level and unlock the power of multi-dimensional accounting with ActivityHD attributes.  

  • Attribute Definition

  • Data Tagging

  • Multidimensional Reporting

3:10PM - 4:00PM

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TRACK TWO

Ask Me Anything - Automation

Ask Me Anything: Automation
Cole Long, Project Development Lead
Peter Lambert, Project Developer
Chris Oden, Project Developer

Not sure what automation is? Wondering whether it's right for you? Bring your questions to our Automation AMA and we will dig into how automation can meet your needs, wherever you are starting from.

4:10PM - 5:00PM

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TRACK ONE

Payroll New Features

Smarter Payroll Starts Here
Elizabeth Hudspeth, Implementation Specialist
Lori Bogart, Senior Implementation Lead

Explore the latest innovations coming to ActivityHD. We'll introduce a powerful new Insurance Management experience by defining insurance plans, recording employee elections, and standardizing calculations.  We’ll demonstrate time-saving automation and highlight new features that help payroll teams work smarter—not harder.

4:10PM - 5:00PM

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TRACK TWO

Excel Tips and Tricks

Excellence in Excel
Sarah Acosta, Implementation Specialist

Introducing something new this InterActiv: a whole session dedicated to Microsoft Excel!  While ActivityHD uses Excel as a report writer, you're using it for many other tasks besides financial reporting.  Join this session to hear tips and tricks from our self-proclaimed Excel-pert Sarah to help make your time in Excel more productive and less frustrating.

  • Must-know keyboard shortcuts

  • Why XLOOKUP is the new VLOOKUP

  • How to design your pivot table for your data

  • Data manipulation tricks using filters, splitting and combining columns, conditional formatting, and more!

Closing Remarks

5:00PM - 5:10PM

Register Here!

Conference Agenda

Monday
9:00AM - 9:50AM
InterActiv_Headshots-01
Marvin Crossnoe, CEO
Main Session

Welcome Session

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.

9:50AM - 10:00AM

Refreshment Break

10:00AM - 10:50AM
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Bruce Gilstrap, Development Team ManagerGrant & Perry, Director of Development, VP
Main Session

Product Update

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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Barbara Andersen & Mason Edwards, Support Team
Track One

Introducing AP Invoice Approvals

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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Sarah Brewster, Implementation Team
Track 2

Skip the Forest for the Financial Trees in ActivReporter

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]

12:00PM - 1:00PM

Lunch

Tuesday
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Wednesday
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