Wednesday, September 5th & Monday, September 10th Registration Desk Open 8am to 5pm - Executive Meeting Space 19th Floor

Transcription

1 GRANT Wednesday, September 5th & Monday, September 10th Registration Desk Open 8am to 5pm - Executive Meeting Space 19th Floor FORD EISENHOWER Interactive #1 JACKSON LINCOLN HAMILTON MONROE MADISON 11:00 am - 11:15 am 11:15 am - 11:30 am 11:30 am - 11:45 am 11:45 am - 12:00 pm 12:00 pm - 12:15 pm 12:15 pm - 12:30 pm 12:30 pm - 12:45 pm 12:45 pm - 1:00 pm 1:00 pm - 1:15 pm 1:15 pm - 1:30 pm 1:30 pm - 1:45 pm 1:45 pm - 2:00 pm 2:00 pm - 2:15 pm 2:15 pm - 2:30 pm 2:30 pm - 2:45 pm 2:45 pm - 3:00 pm 3:00 pm - 3:15 pm 3:15 pm - 3:30 pm 3:30 pm - 3:45 pm 3:45 pm - 4:00 pm 4:00 pm - 4:15 pm 4:15 pm - 4:30 pm 4:30 pm - 4:45 pm 4:45 pm - 5:00 pm CM Report 11:00am - 12:00pm LUNCH WILL BE PROVIDED WITH PAID TRAINING Service Order 1:00pm - 3:00pm General Ledger Best Practices 11:00am - 12:30pm Inventory - The Big Picture 1:00pm - 2:00pm Payroll Best Practices 2:15pm - 3:45pm AM Report Trouble + Plant Optimization 11:00am - 12:30 pm Traveling Through Promotions and Sales Lead Master's Newest Module! 1:00pm - 4:00pm One-on-One 11:00 am - 5:00 pm Hospitality 5:30pm to 7:30pm - Signatures Restaurant - Main Level Paid Training Complimentary Training

2 8:00 am - 8:30 am 9:00 am - 9:15 am 9:15 am - 9:30 am 9:30 am - 9:45 am 9:45 am - 10:00 am 10:00 am - 10:15 am 10:15 am - 10:30 am 10:30 am - 10:45 am 10:45 am - 11:00 am 11:00 am - 11:15 am 11:15 am - 11:30 am 11:30 am - 11:45 am 11:45 am - 12:00 pm 12:00 pm - 12:15 pm 12:15 pm - 1:00 pm GRANT CM Tools + Options 9:00am - 10:30am Web Self-Care 11:15am - 12:15am Registration Desk Open 7am to 5pm - Executive Meeting Space 19th Floor FORD What's New in Accounting Master 18.2 AM Year in Review 10:15am - 11:15am Thursday, September 6th & Tuesday, September 11th EISENHOWER Interactive #1 JACKSON LINCOLN HAMILTON MONROE MADISON President's Address: Craig Aman - Ballroom (Main Level) What's New In Master 18.2 CM Year in Review 11:15am - 12:15am One on One 9:00 am - 12:15 pm 10:15 am - 11:30am LUNCH - Ballroom (Main Level) Bill Presentation Options 11:15am-12:15pm CM Secrets and 10:00am - 11:00am AM Secrets and 11:15am - 12:15pm 10:00am - 11:00am 11:15am - 12:15pm Communications from Start to Finish 9:00am - 10:00pm Together 10:00am - 11:00am 11:15am - 12:15pm 1:00 pm - 2:30 pm 2:00 pm - 2:15 pm 2:15 pm - 2:30 pm 2:30 pm - 2:45 pm Moderated Success Panel - Ballroom (Main Level) Afternoon Break 2:45 pm - 3:00 pm 3:00 pm - 3:15 pm 3:15 pm - 3:30 pm 3:30 pm - 3:45 pm 3:45 pm - 4:00 pm 4:00 pm - 4:15 pm 4:15 pm - 4:30 pm 4:30 pm - 4:45 pm 4:45 pm - 5:00 pm Importer Tool 2:00 pm - 4:00 pm Web Self-Care What's New in Accounting Master 18.2 AM + CM Optimization 3:45pm - 5:00pm What's New In Master :45pm - 3:45 pm CM Year in Review One on One 2:30 pm - 5:00 pm Bill Presentation Options CM Secrets and AM Secrets and Banquet & Tacky Tourist Trivia Night - 6:00pm to 9:00pm - Ballroom (Main Level) Together Communications from Start to Finish Complimentary Training General Sessions

3 GRANT FORD Friday, September 7th & Wednesday, September 12th Registration Desk Open 7am to 1pm - Executive Meeting Space 19th Floor EISENHOWER Interactive #1 JACKSON LINCOLN HAMILTON MONROE MADISON 8:00 am - 8:15 am 8:15 am - 8:30 am 8:30 am - 8:45 am 9:45 am - 10:00 am 10:00 am - 10:15 am 10:15 am - 10:30 am 10:30 am - 10:45 am 10:45 am - 11:00 am 11:00 am - 11:15 am 11:15 am - 11:30 am 11:30 am - 11:45 am 11:45 am - 12:00 pm 12:00 pm - 12:15 pm 12:15 pm - 12:30 pm 12:30 pm - 12:45 pm CM Report Trouble + Plant Optimization 11:15am - 12:45pm One on One 8:00 am - 12:45 pm 8:45 am - 9:00 am 9:00 am - 9:15 am Traveling Through Promotions and ` 9:15 am - 9:30 am 9:30 am - 9:45 am Sales Lead Master's Newest Module! Service Order 9:15am - 11:15am Inventory - The Big Picture 11:30am - 12:30pm General Ledger Best Practices 8:00am - 9:30am Payroll Best Practices 9:45am - 11:15am AM Report 11:30am - 12:30pm 8:00am - 11:00am 9:15am - 10:15am Bill Presentation Options THANK YOU FOR ATTENDING THE 2018 MBTC! AM Secrets and CM Secrets and 9:15am - 10:15am Communications from Start to Finish Together (CABS) 9:15am - 10:15am Together Communications from Start to Finish Paid Training Complimentary Training General Sessions

4 2018 MBTC DESCRIPTIONS GENERAL SESSIONS AM Secrets & /Tips & Tricks What s the fastest, easiest route to get to your destination? A tour guide can get you there and make the trip faster and easier. Your Accounting Master experts will clue you in on some secrets and shortcuts in this valuable session. Confused about getting from Point A to Point B during the Bill Cycle Process? Want a refresher to insure you re not taking any wrong turns? Want to make sure you are utilizing all the available billing reports? Come to this session to learn all about what you should be doing each month! Bill Presentation Options During this session, we ll discuss bill format and presentation options. You can customize your MACC bills as an effective communication tool for your customers! CABS Working Together Join the CABS staff for an overview on how to understand, balance, and audit your CABS billing. CM Secrets & /Tips & Tricks Don t miss the valuable information that will be provided by our Software Support Rep team! They will keep you informed and encourage you to share your knowledge! Communications from Start to Finish Feeling lost? MACC can help you navigate your toughest customer communication challenges. You will learn proven tactics to get your company s message across to prospects, customers, and even former customers. These tactics include the use of helpful features in MACC products, fresh ideas from the Creative Services Team, and leveraging social media to keep connected to your community. If you have ever wondered what steps your company can take to improve cyber security, this is a must-attend session for you. The MACC team will also discuss what MACC is doing internally to continually improve our cyber security posture. Don t make me turn (The Art of Listening) Sometimes we don t listen well. Sometimes we feel like people don t hear us. Whichever category you might fit into, we ll have some fun while we discuss the power of listening. is a must-have for your company, and you need to attend this session to learn why! Improve your company s day-to-day operations as you go mobile! Moderated Success Panel Where has MACC TAKEN you? Attend this session to hear insightful stories from your peers. Companies just like you who have implemented new processes, changed some business practices to improve their day-to-day efficiencies, stepped out of their comfort zone, or implemented new software to help grow. During the session, there will also be time to get questions answered you might have for your peers questions you can submit ahead of time, or any time before the session starts. We are excited to bring you this new general session! Continued on next page

5 Come off the beaten path into the reports universe we will give you information about some not-so-wellknown reports that contain very helpful information for your business! We have so many MACC subject matter experts for you to talk to, we can t even name them all in this description. What we can do is tell you this session will allow you to have a small group discussion with a MACC staff member about a specific topic. So please stop by this session and pick the table/tables that most interest you. Managing your taxes and surcharges takes thought and understanding. A good roadmap can help! This session will review the entire Tax Code Tax Area USP Code taxation relationship, as well as how to best utilize surcharges. This session will give you the tools you need to understand how taxes are applied and managed in Master. PAID TRAINING AM Report Scheduling reports, using Custom Grid Reports and automatically saving reports are just a few of the ways you can use Accounting Master reports to their full potential. This hands-on session will give you an opportunity to practice your reporting skills. CM Report Do you know how to make the most of your reports in Master? This session is designed to give you hands-on experience using Custom Grid Reports, Report Auto-Generation, and printing reports from grids. General Ledger Best Practices Accounting Master users are well aware of the daily use of General Ledger. What about those features that you might not use every day, but could make things more efficient? This session is for you! Inventory The Big Picture Inventory seems like a snap, right? But, what s really going on behind the scenes? Sometimes it s helpful to understand things from a big picture view. This session will take a look at Inventory and all of the processes that make it come together successfully. Payroll Best Practices Users often get into a routine with products like payroll. This session will uncover the best practices available for using payroll making payroll entry, approval and processing even more efficient. Service Order MACC strives to make Master quick and easy for your users. This session will take you through the tools available to make service order even simpler. We will discuss how to set up and use service order templates, classes, stages, tasks, workflow, and more. Traveling Through Promotions and Sales Lead More and more companies are finding it helpful to track potential customers and possible campaigns for existing customers. This session will navigate how to do both. We ll look at Sales Lead for tracking of potential customers. Using Sales Lead and Promotions Campaign Manager can help you manage leads for existing customers. Trouble & Plant Optimization If you spend your time working in the Plant and Trouble Ticket modules in Master this session is for you! We ll reveal the best uses of the Trouble and Plant modules. We ll help you track the data so it s quick and easy to get the information and reports you need.

6 COMPLIMENTARY TRAINING AM & CM Optimization Having Accounting Master and Master is a great step toward paperless processes. But, are you using s features to its maximum potential? We ll point out some ways for you to optimize use of during this valuable session. AM Year in Review This session will make sure you see all the interesting sites in Accounting Master 17.2 and Topics will include financial report updates, direct expense inventory, suspending AM module activity, multiple vendor addresses, updates to recurring journal entries, and the ID change utility. CM Tools & Options This session will give you an overview of the various options that can be enabled in Master. We ll also look at the various tools available in Master, and what these features can be used for. CM Year in Review Lots of new features were added in Master 17.2 and During this session, we ll discuss the new mass write-off tool, messenger updates, service order templates, and the latest changes to the equipment module just to name a few. Importer Tool Lots of companies are now looking for ways to make mass updates in Master. This hands-on session will guide you through the process. We ll talk about the types of imports that are available, how to manage the source file, and how to successfully import the file into Master. One-on-One Need just a little one-on-one time with a MACC staff member? Stop on by if you have a question or need information this is an informal gathering place when you just need a little private help. Web Self-Care This hands on the wheel session will show you how easy it is to set up your company s Web Self-Care site, and how it can help improve your day-to-day efficiency. You will also learn how easy it is for your customers to use! What s New in AM 18.2 Lots of exciting features are about to be released in Accounting Master This session will walk you through the new network inventory interface returns options, grid-based inventory manual transactions, the ability to edit approved PTO requests, and updates to the statement of employee benefits report. What s New in CM 18.2 This session is your sneak peek at the new features included in Master s fall release. We ll talk about the latest in templates, new data encryption standards in Master, updates to E911 PSAP file creation, Trouble Mass Outage updates, reporting updates, and more.