|
| 7:30-8:30 |
Registration
Location: Grand Ballroom Foyer |
| 8:30-9:30 |
Topic:
Construction
(Architects,
Electrical, Commercial & Residential Builders, GC’s)
Location:
Hillsboro Room
Moderator: Louis Gutberlet, CPA
Panelists: (Sunburst Software, InfoPlus, Quotewerks)
Description:
Join us
for an exploration of how these applications maintain field and
operational data such as: project planning and employee
scheduling, job-costing, estimates and robust construction
reports, all while actively synchronizing financial data with
QuickBooks.
Topic:
Manufacturing
Location:
Salon IV Moderator: David Enix
Panelists: (AllOrders,
AdvancePro, Acctivate) Description:
Discover
how these applications track planning and scheduling of
inventory production, material requirements, bin, serial and lot
information, kitting and/or assemblies, multi-locations, LIFO
and/or FIFO Inventory Reporting, bar-coding (and more) while
keeping QuickBooks financials up-to-date.
Exhibits
Location:
Salon I-III |
| 10:00-11:00 |
Topic: Specialty Contractors & Trade Professionals
(Carpentry, HVAC, Landscapers, Plumbers, Roofing, etc.)
Location:
Hillsboro Room
Moderator: Stacy Y. Patrick
CPA
Panelists: (ESC, Hindsite, )
Description:
Observe how
these applications handle estimates, track field technicians,
automate service and contract billing, improve crew dispatching,
scheduling and productivity, generate job-cost reports, maintain
inventory and report back to QuickBooks.
Topic: Wholesale and Distribution
Location:
Salon IV Moderator: Julie
Wallace
Panelists: (AdvancePro,
AllOrders, ACCTivate) Description:
Explore how
robust inventory and order management applications track
multi-locations, bin, serial and lot information, LIFO and/or
FIFO Reporting, bar-coding (and more) while keeping QuickBooks
inventory and financial information up-to-date and current.
Exhibits
Location:
Salon I-III
|
| 11:30-12:30 |
Topic: Professional Services
(Accountants, Engineers,
Lawyers, Prof. Consultants, etc.)
Location:
Hillsboro Room
Moderator: Mike Crosa
Panelists: (BigTime )
Description:
Join us for a
discussion will review how scheduling and appointment
applications integrate time and expense tracking, invoicing for
multiple billing rates, service and contract billing, keeping
client history and notes, while keeping QuickBooks Accounts
Receivable up-to-date and current.
Topic: Document Management
Location:
Salon IV Moderator: Peter
Budreski
Panelists: (CabinetNG, SmartVault)
Description:
Explore ways of
tracking and storing
electronic documents and/or images of paper documents. Learn
about comprehensive solutions that address the following:
Location/storage, Filing, Retrieval, Security, Disaster
Recovery, Retention Period, Archiving, Distribution, Work-flow,
Creation and Authentication.
Exhibits
Location:
Salon I-III
|
| 12:30-2:00 |
Private Networking Luncheon
Location: Hibiscus Room |
| 2:30-3:30 |
Topic: Customer Relationship Management
Location:
Hillsboro Room
Moderator: Stacy Y. Patrick CPA
Panelists: (LeGrandCRM,
Approved Assoc. )
Description:
Track customer
information such as sales, marketing, customer service and
details on other contacts. Implement a system designed to
improve services provided directly to customers and to use the
information in the system for targeted marketing and sales
purposes.
Topic: E-Commerce and Point-of-Sale
Location:
Salon IV Moderator: Roxanne
Browne
Panelists: (PDG, Retail Pro)
Description:
Learn ways to synchronize
internet-based sales, inventory, or shopping-cart activity with
QuickBooks. Offer your customers order-tracking, on-hand
quantities, and more.
Exhibits
Location:
Salon I-III
|
| 4:00-5:00 |
Topic: Advanced Reporting
Location:
Hillsboro Room Moderator: Mario Nowogrodzki, CPA, CITP
Description:
If your trying to combine financial reports from multiple
companies, or export to excel, there are easier alternatives
that you should know about.
Topic: What's New in QuickBooks Enterprise 2009
Location:
Salon IV
Moderator: Julie Wallace
Description:
Intuit (the makers of QuickBooks)
have unveiled their offerings for "Software as a Service" (SaaS).
In this session, you will get a sneak-peak at what's being
offered, as well as other nifty features.
Exhibits
Location:
Salon I-III |
| 5:30-6:30 |
Topic: Sharing and Networking QuickBooks Files
Location:
Hillsboro Room Moderator:
Mario Nowogrodzki, CPA, CITP
Panelists: (MB )
Description:
Learn "Best" strategies for Sharing QuickBooks, including
advantages/disadvantages of Remote Access, Terminal Services,
and QuickBooks Database Server Manager.
Exhibits
Location:
Salon I-III
|
|
|
