AGENDA AT-A-GLANCE

Innovate 2017 is chock-full of information kicking off with registration and a continental breakfast bright and early at 7:30 AM followed by a short keynote introduction and morning sessions. Breaks are provided in the morning and afternoon along with a buffet lunch followed by afternoon sessions. The event wraps up with cocktails and an evening picnic featuring the 2016 American League Champion Cleveland Indians against the Detroit Tigers across the street at Progressive Stadium.

START TIME END TIME DESCRIPTION
7:15 AM 8:00 AM Registration & Continental Breakfast
8:00 AM 8:25 AM Welcome & Executive Overview
8:30 AM 12:00 PM Breakout Sessions & Exhibit Hours
12:00 PM 1:00 PM Lunch
1:00 PM 5:25 PM Breakout Sessions & Exhibit Hours
5:25 PM 6:10 PM Cocktail Reception
7:00 PM 11:00 PM Cleveland Indians Game & Ballpark Picnic

EXHIBIT HOURS

Tues, Sept 12 from 7 – 10 AM

10 AM – 6 PM

6 PM – 7 PM

DETAILED SESSION AGENDA

START END ROOM EVENT/SESSION PRESENTER(S) QB SAGE 100 SAGE 500 EPICOR COLLECT CALIBRATION
7:15 AM 8:00 AM Carnegie Prefunction Registration & Continental Breakfast X X X X X X
8:00 AM 8:25 AM Carnegie Prefunction Welcome Keynote TBA X X X X X X
8:30 AM 9:20 AM TBA E2B Customer Support Services: New Technologies, Policies, Procedures, and Feedback Kate Mullen, Jill Livengood X X X X
8:30 AM 9:20 AM TBA Using Advanced Planning and Scheduling (APS) as a “GPS” For Your Business Planet Together X X X
8:30 AM 9:20 AM TBA Advanced Dashboards & Custom Business Reports Grace Phillips, Anytime Collect X X X X
8:30 AM 9:20 AM TBA How to Modify QuickBooks Reports Plus Popular QuickBooks Apps for Reporting, Business Intelligence, and Dashboards Dawn Minotas, Skoda Minotti X
8:30 AM 9:20 AM TBA Quality and Compliance Management Systems Tom West, IQS X X X
8:30 AM 9:20 AM TBA Shipment Technology for Today’s Small Parcel and LTL Carrier Requirements Caroline Rua, Starship by V-Technologies X X X X X
9:25 AM 10:15 AM TBA Gain New Insights with Solver BI360 Data Warehousing, Reporting, and Dashboards Sal Corrao, Solver X X X X
9:25 AM 10:15 AM TBA Anytime Collect / Epicor Cash Collect Report Design for Non-Technical (and Technical) Users Grace Phillips, Anytime Collect X
9:25 AM 10:15 AM TBA Top 3rd Party Apps to Extend QuickBooks: Recommendations & User Reviews Dawn Minotas, Skoda Minotti X
9:25 AM 10:15 AM TBA What’s New with SAP Crystal Reports and Microsoft SQL Server Reporting Services (SSRS) Brian Smith, e2b teknologies X X X X
9:25 AM 10:15 AM TBA Human Resources, Time & Attendance, & Payroll Automation Optimization, Selection, Considerations, & Best Practices Thomas Ross, Jenny Scheidler, TRA Systems X X X
9:25 AM 10:15 AM TBA Best Practices & Tips for Quality Compliance, ISO Accreditation, Six Sigma, and more Magnet X X X X X
9:25 AM 10:15 AM TBA How to Secure Your Network & Safeguard “Joe Compton, Skoda Minotti” X X X X
10:15 AM 10:45 AM Carnegie Prefunction Break with Coffee & Tea – Exhibit Hours X X X X X X
10:45 AM 12:00 PM TBA IVR Interactive Voice Response Phone Integration with ERP for Self-Service Order Status, Recordings, and Transcriptions Grace Phillips, Anytime Collect, Dom Dell’Omo, e2b teknologies X X X X X
10:45 AM 12:00 PM TBA Sage X3 Product Demonstration: Faster, Simpler, and Flexible ERP for Distributors and Discrete & Process Manufacturers “Zach Bellhy, Sage Software” X X
10:45 AM 12:00 PM TBA Sage 100c Financials, Quote to Order Manufacturing, and Field Service Live Demonstration Stacy Schultz, JobOps X X
10:45 AM 12:00 PM TBA Epicor ERP User Group Roundtable & What’s New Presenter TBA, Frank Nisenboum X
10:45 AM 12:00 PM TBA Digital Transformation and Industry 4.0 Dave Mustin, Skoda Minotti X X X X X X
10:45 AM 12:00 PM TBA Intacct Cloud Accounting Demonstration: Enterprise-Class Accounting Features with QuickBooks Simplicity Presenter TBA, Mary Jo Mahood X X X
12:00 PM 1:00 PM Carnegie Ballroom Buffet Lunch – Exhibit Hours X X X X X X
1:00 PM 2:15 PM TBA Epicor ERP Quote to Cash Manufacturing Product Demonstration Presenter TBA, Frank Nisenboum X
1:00 PM 2:15 PM TBA Sage 100 User Group Roundtable & Product Road Map Brenda Keene, Mary Jo Mahood, e2b teknologies X
1:00 PM 2:15 PM TBA Sage 500 / Anytime 500 User Group Roundtable & Product Road Map James Mallory, Dom Dell’Omo, e2b teknologies X
1:00 PM 2:15 PM TBA QuickBooks Desktop vs. QuickBooks Online Subscriptions: Pros, Cons, and Demonstrations Dawn Minotas, Skoda Minotti X
1:00 PM 2:15 PM TBA Anytime Collect / Epicor Cash Collect User Group Roundtable & Product Road Map Grace Phillips, Anytime Collect X
1:00 PM 2:15 PM TBA Get the Most Value Out of Epicor with Business Activity Queries (BAQ) and Business Process Management (BPM) Brian Smith, e2b teknologies X
1:00 PM 2:15 PM TBA Calibration Services Update & Team Meeting “John Moss, e2b calibration” X
2:20 PM 3:10 PM TBA Improve QuickBooks Productivity: Tips, Tricks, and Hacksfor Online and Desktop Dawn Minotas, Skoda Minotti X
2:20 PM 3:10 PM TBA Automated PO Requisitions & Request for Quote (RFQ) for Inventoried & Non-Inventoried Items eRequester X X X X
2:20 PM 3:10 PM TBA Custom Workflows Using Credit Class Rules for Anytime Collect / Epicor Cash Collect Grace Phillips, Anytime Collect X
2:20 PM 3:10 PM TBA Extend Sage 500 with Anytime 500 Supply Chain’s Sales Forecasting, Enhanced MRP, Quality Control, Costing, & More James Mallory, Dom Dell’Omo, e2b teknologies X
2:20 PM 3:10 PM TBA Paperless Document Management Strategies, Options, and Benefits for Everyone Laura Lechien, Altec & Grace Phillips, Anytime Collect X X X X X X
2:20 PM 3:10 PM TBA Asset Tracking, Tool Cribs, Mobility, Calibration, Preventative Maintenance, & Asset Depreciation TBA, e2b teknologies X X X X
2:20 PM 3:10 PM TBA Lean Strategies for Innovative Manufacturers Magnet X X X X
3:10 PM 3:40 PM Carnegie Prefunction Snack/Soda Break – Exhibit Hours X X X X X X
3:40 PM 4:30 PM TBA How Molded Fiber Glass Uses RFID to Automate ERP Business Transactions for Labor Entry & Asset Tracking John O’Neill, Molded Fiber Glass X X X X X X
3:40 PM 4:30 PM TBA Get Paid Faster with Online Bill Pay Customer Self-Service & Reduce Credit Card Fees with Solupay Merchant Services Grace Phillips, Anytime Collect & Brendan Hickey, Solupay X X X X X
3:40 PM 4:30 PM TBA The Data Told Me to Do It: Insights in Your Organization with KnowledgeSync SQL Alerts Greg Swallow, KnowledgeSync X X X X
3:40 PM 4:30 PM TBA EDI Doesn’t Have to be a 4-Letter Word: Pain-Free Data Exchange with SWK Mapadoc SWK X X X X
3:40 PM 4:30 PM TBA Spreadsheet-Free Sales Commissions Integrated to Your ERP with Mobile Sales Access for Sales Management & Representatives Cory Rhodes, IncentViz X X X X X
3:40 PM 4:30 PM TBA Get Paid Faster with Anytime Collect / Epicor Cash Collect AR Automation Software: Product Demonstration Adam Lynch, Grace Phillips, Anytime Collect X X X X X
4:35 PM 5:25 PM TBA Best Practices in Warehouse Management & Manufacturing Automation using Barcoding, Mobile, and RFID Technologies Scanco X X X
4:35 PM 5:25 PM TBA Return to Best of Breed: The Growing Importance of Integration & Trends in Custom Application Development Dom Dell’Omo, e2b teknologies X X X X X
4:35 PM 5:25 PM TBA CAD to Epicor/Sage BOM Sync: CAD Link Naoki Tokuhashi, QBuild Software X X X X
4:35 PM 5:25 PM TBA 5 Ways Sage Business Intelligence Options “Brenda Keene, Mary Jo Mahood, e2b teknologies” X X
4:35 PM 5:25 PM TBA Simplified Financial Budget Planning & Forecastingwith Solver BI360 Sal Corrao, Solver X X X
4:35 PM 5:25 PM TBA Not All CRM Is Created Equal: Best Practices in CRM Evaluation, Selection, & Implementation TBA X X X X
4:35 PM 5:25 PM TBA Intranets, Extranets, Websites, eCommerce, and Portals: Examining Technology Options TBA X X X X X X
5:25 PM 6:10 PM Carnegie Ballroom Cocktail Reception X X X X X X
7:00 PM 11:00 PM Progressive Field Indians Game & Ballpark Picnic X X X X X X
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