InterActive Conference

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Tuesday, September 22, 2026

Breakfast

8:00AM - 9:00AM

9:00AM - 9:50AM

IA-2026_medwards, tbell

MAIN SESSION

Dashboards 2.0 and Analytics

Illuminating Your Data with Dashboard 2.0
Mason Edwards, Implementation Specialist
Trent Bell, Application Developer

Wanting to build your own roadmap in ActivityHD? Are you constantly checking reports/looking at metrics, keeping a constant list of what needs to be done? With Dashboard 2.0 all of those things can be displayed beautifully in one place. Everyone works differently.  With Dashboard 2.0 you can intuitively build out your own custom dashboard that fits your procedures, your analytics, and highlights what matters most to you and your team. Attend this session to learn how Dashboard 2.0 can optimize your workday. We will learn:

  • How to visualize your data

  • Define standard procedures for your team

  • Create indicators that prompt you when action is necessary

  • Get an overview of your organization’s health at a single glance

Refreshment Break

9:50AM - 10:00AM

10:00AM - 10:50AM

IA-2026_srosales

TRACK ONE

Contracts Processing

From Contract to Settlement: Your Guide to Contracts Processing
Stefanie Rosales, Support Team Lead

If you've ever wondered whether Contracts Processing is right for your organization, or if you're already using it but want to get more out of it, this session is for you. We'll walk through the full CP workflow from start to finish, show you how it can save time, reduce manual effort, and keep your data connected across modules. Whether you're brand new to CP or looking to sharpen your skills, you'll leave with a clearer picture of what's possible.

  • Contracts Processing Overview

  • CP in Action

  • Visibility Features

  • Reporting Options 

10:00AM - 10:50AM

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TRACK TWO

ActivReporter

Financial Designs: Beyond Layouts
Sarah Acosta, Implementation Specialist

Let's talk about formulas!  Not creating them from scratch (unless you want to), but modifying the formulas created by one of the built-in Layouts in Excel or the formulas that already exist in your Financial Designs to get different breakouts in your financial statements.  This session's goal is not to teach you everything about ActivReporter's Excel formulas but teach you enough that you can approach them with confidence!  This session will focus on ActivReporter but will be applicable to ActivityHD attendees as well.

  • Adding columns last year, last month, or other time period

  • Breaking out amounts by GL Segment, Rollup Item, or Attribute Item to get columns (or rows) by department, region, whatever matters to your organization

  • Using multiple calendars in one Financial Design

  • Making fast, accurate changes across many formulas at once

11:00AM - 11:50AM

IA-2026_medwards, zmontandon

TRACK ONE

Approvals and Web Services

From Bottleneck to Breakthrough: Approvals Featuring ActivityHD Self-Serve
Mason Edwards, Implementation Specialist
Zach Montandon, Support Specialist

Slow approvals cost time and create frustration for everyone involved. In this session, we'll show you how your self-serve portal can bring your approval workflows into the modern era so you can enjoy faster decisions, better visibility, and seamless communication between your team. See how we are eliminating the bottlenecks that slow down financial operations and empowering approvers to act from anywhere, at any time. If you're ready to move from chasing down signatures to closing the books on time, come join us as we take a closer look covering the 3 main areas of approval in ActivityHD.

  • AP Invoice Approvals

  • Purchase Order Approvals

  • Credit Card Approvals

11:00AM - 11:50AM

Lori Bogart

TRACK TWO

Ask Me Anything: Controllers

Ask Me Anything: Controller Workshop
Lori Bogart, Senior Implementation Lead

Welcome to Learning with Lori!  Join me for a discussion on my favorite topic – all things general ledger! Interested in learning more about attributes?  Not sure how to get the most from your reports?  Bring those questions and let’s chat!

Lunch

12:00PM - 1:00PM

1:00PM - 1:50PM

InterActiv_Headshots-01

MAIN SESSION

Visual Financial Explorer

Visual Financial Explorer: Turn Your General Ledger into Interactive Insight — Inside ActivityHD
Marvin Crossnoe, CEO

Financial data shouldn't have to leave ActivityHD to become insight. In this session we introduce the Visual Financial Explorer (VFE) — an interactive charting tool built directly into ActivityHD that lets you turn General Ledger data into clear, presentation-ready visuals in seconds. You'll see how to slice and analyze your ledger by Segment, Rollup, or Attribute; compare current results against prior year and rolling 3-year averages; and switch instantly between Activity, Year-to-Date, and Balance views. We'll cover the built-in bar, line, and radar charts, powerful filters like Top % and stacking, and how to save and instantly recall your favorite views — all without exporting to Excel or a third-party BI tool.
Whether you're preparing board reports, hunting for trends, or just want a faster way to see your numbers, VFE brings self-service financial analytics right to where your data already lives.

2:00PM - 2:50PM

IA-2026_gstroble, coden

TRACK ONE

AP: Features and Integrations

Accounts Payable: Integrations, Compliance, and Payment Security
Georgina Stroble, Support Specialist
Chris Oden, Project Developer

If you've ever wondered how to make your Accounts Payable process more efficient, secure, and compliant, or if you're already using these tools but want to get more out of them, this session is for you. We'll walk through AP integration examples, the updated TCC/IRIS process for 1099 filing, and how EFT and Positive Pay can streamline payments while protecting your organization from fraud. Whether you're new to these features or looking to sharpen your understanding, you'll leave with a clearer picture of what's possible.  

  • Integrations

  • TCC/IRIS Transition

  • EFT (Electronic Funds Transfer)

  • Positive Pay

2:00PM - 2:50PM

Lori Bogart

TRACK TWO

AMA: Non-Profits

Ask Me Anything: Non-Profits
Lori Bogart, Senior Implementation Lead

The non-profit sector faces unique challenges, especially in the areas of compliance and reporting.  How can ActivityHD best serve your community?  Come chat with your peers and learn from each other!

Refreshment Break

2:50PM - 3:10PM

3:10PM - 4:00PM

IA-2026_ehudspeth, bburgess

TRACK ONE

Payroll Troubleshooting

Think Like Payroll Support
Elizabeth Hudspeth, Implementation Specialist
Brett Burgess, Support Specialist

Ever wonder how Support seems to find the answer so quickly? Learn the thought process, tools, and techniques that can help you troubleshoot payroll issues like an experienced support analyst.

  • Gather the Facts – Ask the right questions.

  • Verify the Setup – Check the configurations that matter most.

  • Follow the Calculation – Understand how payroll arrives at its results.

  • Use the Right Tools – Reports and resources that save time.

  • Solve Real Problems – Walk through real-world troubleshooting examples

3:10PM - 4:00PM

IA-2026_medwards, tbell

TRACK TWO

AMA: Dashboards

Ask Me Anything: Dashboard 2.0
Mason Edwards, Implementation Specialist
Trent Bell, Application Developer

Have questions about utilizing Dashboard 2.0 to streamline your workflow and illuminate your data? Bring your questions and ideas on how Dashboard 2.0 could help your team, and we will do our best to make them a reality, creating real world examples and clarifying any questions you may have about Gadgets, Layouts, etc.

4:10PM - 5:00PM

IA-2026_srosales, gstroble

TRACK ONE

Accounts Receivable: Features and Integrations

AR Features That Click, Integrations That Stick
Stefanie Rosales, Support Team Lead
Georgina Stroble, Support Specialist

Accounts Receivable is at the heart of your organization's cash flow, and ActivityHD has the tools to make it work harder for you. In this session, we'll walk through AR features designed to save you time and reduce errors, explore how AR connects with third-party systems you're already using, and cover best practices to help you get the most out of every feature. Whether you're new to AR in AHD or a seasoned user, you'll leave with practical takeaways you can put to work right away.

  • View & Navigation Improvements

  • Data Entry Improvements & Best Practices

  • Reporting & Visibility

  • Integrations 

4:10PM - 5:00PM

IA-2026_sacosta

TRACK TWO

AMA: Financials and ActivReporter

Ask Me Anything: Financial Designs in ActivityHD and ActivReporter
Sarah Acosta, Implementation Specialist

Have questions about Financial Designs and related features in ActivityHD or ActivReporter?  What about Excel in general?  Help us put the "interactive" in InterActiv by bringing your questions to this session!  This session is intended to answer your questions and generate discussion among you, our attendees.  You never know, the last thing you learned might be what one of your peers in the room needs to hear!  Your questions might cover:

  • Reporting you've wanted to create for years but didn't know where to start

  • Time-consuming reporting processes you're sure can be improved somehow

  • Inherited setup you're afraid to change in case it all comes down Jenga-style

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
InterActiv_Headshots-02
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
InterActiv_Headshots-53
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
InterActiv_Headshots-04
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

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