“In-Sourcing” Your Company’s Payroll and HR

Session 1

Time v. Money: It’s the eternal balancing act, especially when thinking about the administrative functions of your business. Outsourcing some of those functions can be very appealing from a resource perspective, though doing so adds a layer of expense that most companies would prefer not to have. Let’s discuss how cost-effective it can be to keep two essential functions – payroll and human resources – in house. We’ll look at tools that will let you keep control of these essential aspects of your business without taking up all your time or breaking the bank.

Employee Handbooks: What Needs to be in Your Organization’s Story

Session 3

Navigating Employee Leave Management

Session 5

Leave management can be cumbersome. New and changing paid leave laws, multiple governmental organizations regulating how it all works, and keeping track of all those spreadsheets just adds to the confusion. Understanding and preparation prior to those requests coming in is one key to successfully managing them. Let’s explore the options and tools available that help an organization remain compliant and organized, from the moment an employee requests leave until the day they return to work. We’ll look at the options available to help employers “rake in all these leaves!”

Visualizing Your Workforce: Understand Your Employees Using Data Analytics

Session 2

This era of big data allows businesses to capture almost everything they might want to know about their employees. We can record what forms they signed off on, how much overtime they accumulated last week, and which cost centers they charged most of their hours to. The challenge is getting all of these single data points to form a useful picture of your entire workforce. That picture needs to be big enough to help make strategic decisions but precise enough to suggest concrete actions. This session explores workforce dashboards that can show you trends and help you stay ahead of them.

Find Out Your Company’s People Management Score (and if an HCM System is for You)

Session 4

How are you currently managing your employee lifecycle, from pre-hire to retire and at every point in between? Have you considered using a Human Capital Management (HCM) system to help? It can certainly be difficult to identify the right time to implement one. If your organization would like to start enjoying all the benefits of an HCM system but don’t know if now is the time, come take our people management quiz. We promise there are no wrong answers! We will discuss how to keep track of employee data, job information, and many other employment and compliance records in the world of HR, payroll, and labor management. We will also take a look at the pros and cons of using such a system.

The Mobile Employee

Session 6

In this mobile-ready age, employees increasingly think of work less as a fixed location and more as an activity that can be done from anywhere with Internet access and a device. While potentially cost-effective, a distributed workforce brings up several concerns that companies need to consider. How do we securely connect our employees to the organization? How can we keep track of their activities? How do we keep remote employees informed and give them a sense of belonging to the company’s culture? In this session, we’ll address these questions and examine some tools for staying connected while on the move.

Differences between Sage 100 and Sage 100cloud

Session 1

Sage is already keeping their word that the Sage perpetual licenses (i.e. licenses for Sage 100) will be more expensive as time goes on as compared to Sage 100cloud. This session will delve into the differences between Sage 100 and Sage 100cloud in order to help you differentiate between the two and anticipate what your future might hold as you decide between the two offerings.

Sage vs. Acumatica: An Old-Fashioned Shoot-Out

Session 4

We’re bringing back a software demonstration technique that was commonly used in the 1990’s: The Shoot-Out. We’ll demonstrate both Acumatica and Sage 100, side-by-side, for completing tasks like making Journal Entries, entering Accounts Payable expenses, and attaching documents to the accounting system…all to highlight for you some of the essential differences between Sage 100 and Acumatica.

Payroll Roundtable Q&A

Session 6

Payroll was completely re-written by Sage with the advent of Version 2018. In this session, we’ll not only review some of the new payroll features that came along with Sage 2018/2019/2020, but we’ll invite audience participation when we open up a Question and Answer portion of the session. Do you want to know what others are doing regarding earning codes, deduction codes, and the new tax engine? Bring your questions about the newest version of Sage Payroll to this session and we’ll do our best to answer them!

Sage 100: 2018/2019/2020 Features and Highlights

Session 2

You may be using a recent version of Sage 100, but are you aware of – and taking advantage of – all the great features it offers? Some of these items are available in Sage 100 Cloud only, while others can be used in the perpetual modules of Sage 100 as well. In our presentation, we’ll explore some of the latest features and also preview what’s coming in Sage 100 version 2020, which is expected to be released on March 21^st. We’ll also spend a few minutes reviewing some key features that provide easy access while saving you time.

BizNet vs. Solver: Data Side-by-Side

Session 5

If you are currently using a financial reporting software product or business intelligence tool, or if you’re thinking about using one to help you manage and make sense of all your business data, this session is definitely for you. We will evaluate the working differences between BizInsight and Solver, discuss the pros and cons of each solution, and provide a comparative demonstration of the two products so that you can decide which might be best for you. BizNet has recently been purchased by insightsoftware – what does that mean for our BizNet users?  Come join us for the latest update.

What’s New for Acumatica Core Accounting?

Session 1

Continuing its pattern of innovation, Acumatica has developed and deployed many new features and enhancements in the latest release of Acumatica Cloud ERP. This session focuses on the new items that have been introduced to the Core Accounting modules. Come learn how these improvements can help your organization’s processes – and therefore your organization – run more efficiently. Areas of focus include General Ledger, Accounts Payable, Accounts Receivable, Banking, Fixed Assets, Deferred Revenue, and Contracts.

Acumatica Expense Management and AP Automation

Session 3

Managing expenses and processing AP bills can be a very disconnected and chaotic process. Many companies just throw up their hands and deal with the manual effort required, since buying another bolt-on solution just doesn’t seem worth it. In this session, you’ll see how Acumatica can create a seamless workflow for your vendors as well as for your employees, all within a single solution. Manage emailed vendor invoices. Have employees submit expenses while approvers view and approve them from wherever they are. It all adds up to AP simplified and expense management organized!

Managing Your Day with Dashboards

Session 5

Acumatica continues to enhance the functionality of Dashboards. These visual representations of the data that drive your business decisions can be extremely powerful when leveraged to their fullest, most data-rich potential. Come to this session and learn how dashboards can be optimized to provide the best performance possible. In addition, you’ll find out how your organization can leverage dashboards to manage exceptions and drive business workflows.

What’s New for Acumatica Distribution and Manufacturing?

Session 2

Acumatica Cloud ERP’s distribution and manufacturing capabilities continue to expand at a rapid pace. This session concentrates on the recently enhanced functionality in these two modules and how they can provide you with a clear, comprehensive view of your organization. Join us for an introduction to these new features and to learn how they might help your business run more smoothly. Areas of focus include Inventory, Purchase Order, Sales Order, Replenishment, Production Management, and Warehouse Management.

Leveraging Your Data Using Pivot Tables and Inquires

Session 4

You don’t need to be an expert report writer or programmer. Standard within Acumatica is a powerful toolset for reporting and performing analysis on your data. In this session, you’ll learn how to create pivot tables right inside Acumatica. Additionally, we’ll show you how to alert users to important information and leverage your data for automating otherwise manual tasks. Come find out how to make your data work for you, rather than you always having to work for your data.

Acumatica Tips & Tricks

Session 6

Acumatica is rich with features, many of which allow users to work efficiently and accurately. It’s so rich, in fact, that it’s sometimes hard for everyday users to know everything that is available them. For example, have you ever wondered if it’s possible to make a mass data change without ever having to import? It is! In this session, we’ll investigate Acumatica’s useful features that may have gone undiscovered until now, so you can work even smarter.

Recognizing and Avoiding Email and Phishing Scams

Session 1

Windows 10 Tips and Tricks for New Users

Session 3

Bring your Windows 10 interface questions for our whip-smart IT team to answer! Is that Start menu bugging you? We have a solution for that! Are you missing programs you had before? Try us! Bring us your most difficult challenges with Microsoft’s operating system, and we’ll supply you with our best solutions. Plus, we’ll offer several tips to help you be as productive as possible when using Windows 10.

Working Securely on the Go: Keeping Your Mobile Devices Safe in Public

Session 5

Working on the go, whether on a laptop or mobile phone, is convenient and an ever-more common situation – especially in that local coffee shop. But exposing your devices to more and unknown networks increases their vulnerability to potentially unwanted observers and actions. Savvy mobile users stay safe by understanding the precautions available to keep prying eyes and malicious hands away from their information. In this session, we’ll take a look at password managers, two factor authentication, hotspots, and other considerations for users on the move.

Disaster Recovery: Is Your Company Prepared?

Session 2

Don’t be caught off guard! For unprepared organizations, it only takes an instant for work data to be maliciously deleted, lost, hijacked, or stolen. Our I.T. team has seen it happen to overconfident businesses far too many times. Learn, from our experience, the reasons why disaster recovery is so important to companies and individual users alike. There are so many options out there for keeping your critical data secure and so few excuses for losing it. Come see what makes sense for you and how to keep your business out of harm’s way.

Information Technology Roundtable Q&A

Session 4

Bring all your I.T. questions to our team of experts, and we’ll use them as the basis of our open-ended discussion! At the “table,” we’ll talk about some of the more common and current issues that have affected end users as well as how to avoid and/or resolve them. We will also discuss recent and future software changes so that you can proactively plan for the future.

Out with the Old (Exchange and Office), In with the New (Office 365)

Session 6

Microsoft Office has come a very long way since introducing their simple word processing and spreadsheet suite so many decades ago. Discover how Microsoft’s various and versatile 365 solutions can fulfill the productivity needs of your modern and constantly changing workforce. Utilizing this latest suite of tools will simplify and control Office software application costs, encourage communications and collaboration amongst your employees, and boost overall business productivity.

401k? Roth? Annuity? What’s Best for My Company (and for Me)?

Session 1

Presented by Eric Adler, Cascadia Wealth Management

You’re aware of the various retirement plans available in the marketplace today, but which plan is right for you and/or your company? The answer largely depends on the circumstances involved and the strategy desired. Eric Adler from Cascade Wealth will explain the difference in marketplace plans and discuss various things you or your business need to consider when selecting from the wide array of retirement plans.

Errors and Omissions? Cyber? What Insurance You Need Today

Session 3

Presented by Alycia Johnson, WSC Insurance

Discover all the types of insurance and risk transfer methods available to your specific business. We will discuss, at a high level, the various forms of business coverages and which exposures each would respond to. Each business has various sets of operations, and those risks can fluctuate, but ways to cover for potential loss can range from fairly simple to extremely complex. We will examine all types of business, professional, executive, and pollution liability, as well as personal liability and assumed liability. As with any risk transfer method, risk management and mitigation have the potential for extensive coverage, so we’ll focus on some key strategies and where to start.

Oregon CAT Tax: It’s Not a Pretty Kitty

Session 5

Presented by GeffenMesher

The new Oregon Corporate Activity Tax (“CAT”) went into effect on January 1, 2020.  The Oregon Legislature passed the laws in 2019 and during the 2020 short session passed key corrections to the bill.  Learn what the Oregon CAT is and how the new tax law will affect you and your clients.  At the completion of the course, you will have a more in-depth understanding of what the Oregon CAT is and how it is calculated.

What the 2020 Legislative Updates Mean for Your Business

Session 2

Presented by Luke Reese, Garrett, Hemann, Robertson P.C.

2020 welcomed several new laws that impact anyone with employees. Attorney Luke Reese from Garrett, Hemann, Robertson will provide a comprehensive summary of these new laws and help you create a list of action items that should be completed to make sure your business is in compliance. You will leave with a plan for updating your employee handbook as well as strategies to help you avoid legal action. This presentation will be useful to anyone who has HR responsibilities for an Oregon company or anyone who is interested in practical tips for resolving employee concerns…before lawyers get involved.

Self-Funded Employee Insurance Plans: Are They Right for Your Organization?

Session 4

Presented by Cameron Katrena, WSC Insurance

Self-funding your health plan can have advantages for employers and employees, but it is not always the right fit for every organization. During this session, we will weigh the pros and cons along a spectrum of common types of health insurance funding arrangements. We will also identify key factors to be aware of when deciding which funding strategies are most appropriate for your organization. Cameron Katrena, Lead Health Plan Underwriter and Account Executive at WSC Insurance, will provide some tips of the trade to help you make informed decisions regarding your long-term strategy for employee benefits funding.

Excel Tips and Tricks

Session 6

In this perennially popular session, we will introduce and review tips to help you use Excel more efficiently and look like a spreadsheet magician. We’ll explore techniques that include faster ways to navigate, data validation, how to protect your workbooks from the changes you don’t want, how to use fx to create powerful formulas, conditional formatting, filtering, useful formatting tricks, and so much more! You’ll leave this presentation excited to get back to your spreadsheets.

A Guide to InstaDocs for Sage 100

Session 1

Presented by DSD

InstaDocs is the first and only embedded document management solution designed for Sage 100 ERP. This unique document storage solution allows electronic documents to be stored, viewed and accessed directly within Sage 100 ERP, and provides easy access to documents relating to specific records. Save time and increase productivity with InstaDocs.

Acumatica: Connected Business

Session 3

Presented by Acumatica

As the digital economy rapidly expands, businesses feel increasing pressure to grow with it. Unfortunately, disconnected systems that organizations rely on make that growth difficult. Acumatica’s flexible interfaces and truly open architecture give companies the power to build interconnected business ecosystems. Come see why Acumatica offers the best path – and the best platform – for transforming your business and letting it thrive in the new digital economy.

Sage Document Management for AP Automation & Beyond

Session 5

Presented by Altec

Every company has LOTS of data, LOTS of documents everywhere, in every department – especially in Accounts Payable.  The best way to drive efficiency in any department starts with document automation. What would it mean if you could spend less time touching paper documents, yet gain improved efficiency, visibility and control?

With Sage Document Management, DocLink, you have a robust workflow solution that can help you extend the functionality of your Sage 100 ERP to automate any document-intensive process.

Learn how you can go paperless in AP or any department across the entire organization.

B2B eCommerce Trends for 2020 and Beyond

Session 2

Presented by CIMcloud

Whether you already have an eCommerce site and just want to hear about the latest trends or you’re still on the fence about transacting and interacting online with your customers, attend this session to learn how Sage 100 users can optimize B2B eCommerce efforts for maximum ROI.

Analytics and Artificial Intelligence for Sage 100 by DataSelf

Session 4

Presented by DataSelf

Your team invests a lot of time ensuring accurate data is input into Sage 100. But are you taking full advantage of that information to help you make data-driven business decisions?

Join us to learn DataSelf Analytics – a powerful reporting tool that puts all of your data at your fingertips to make better decisions. ​You can consider what-if scenarios and slice and dice your data anytime and anywhere. Want to know what your sales volume was​ for 2019? Who your top 10 customers were in Q4? Simply type the question into DataSelf in plain English for instant accurate results (as if you were doing a Google search). ​DataSelf can also combine all of your data silos for a complete 360-degree view of your business. ​

Optimal Workflows and Automation for your Sage Inventory

Session 6

Presented by ScanForce

Having a full-featured Warehouse Management Solution (WMS) can be terrific for inventory tracking, but those features have to be paired well with your workflow processes for the best results. Focusing on Sage’s Distribution capabilities, this session explores optimization of your inventory through smartly connecting workflow and automation. We’ll also demonstrate how ScanForce’s WMS can enhance your workflow to gain the most efficiency possible.