B E N N E T T / P O R T E R & A S S O C I A T E S , I N C . Connections 2015 A full-day educational event designed to empower you with knowledge, ideas and resources for the success of your business! Session topics will include: Acumatica | Sage 100 | SYSPRO | QuickBooks | Search Engine Optimization | Microsoft Office Network Security | Cloud Services | Affordable Care Act | Customer Service | Fraud Prevention and much more! Entertaining & Informative Keynote Speakers David Cieslak, CPA, CITP, GIAC Security Essentials, MCP, Certified Sage Consultant Sharon Miller-Reeb HR Manager & Client Advocate, Bennett/Porter & Associates, Inc David Cieslak is a Principal with Arxis Technology, Inc., a computer consulting firm with offices in Southern California, Chicago and Phoenix. He specializes in cloud computing, mid-market ERP accounting software, information security, the Windows operating environment, systems development and project management. Sharon Miller-Reeb frequently speaks at conferences and seminars on a variety of topics. Her forte is in the human behavior realm and you may remember her from the keynote “Managing the Millennial Generation” at the 2014 Sage User Conference. She holds a degree in Human Resource Management and is SHRM-SCP certified. David is our lunchtime “Inspector Gadget” keynote speaker. With technology innovation continuing at a dizzying pace, is your organization investing its technology budget wisely? Are you concerned you might be buying yesterday’s technology with little or no hope for return on investment? This session will explore the latest technological advancements and trends for 2015 and beyond. From cell phones to tablets, Ultrabooks and the cloud, discover how these gadgets can be utilized to streamline processes, improve control, increase efficiencies and ensure your organization is properly poised to fully leverage technology in the years ahead. She is excited to speak to the Connections Conference attendees this year and will be presenting the breakfast keynote: “Increasing Your Emotional Intelligence”. Emotional intelligence (EQ) is becoming more and more critical in the growth and development of teams and their leaders. The ability to effectively handle personal relationships, control our own emotions, and react empathetically to the emotions of others are ways of determining where you measure on the EQ scale. In this session, learn why EQ is so important and steps to begin increasing your emotional intelligence. Connections 2015 | May 19, 2015 | Register online at www.benpor.com/connections A Session for Everyone in Business SEO (Search Engine Optimization): How it Can Boost Your Business Paperless in Accounting, and Beyond Speaker: Rahul Gedupudi, CTO, Kensium Solutions This session covers the key elements of Ecommerce and what businesses should do to achieve success in Ecommerce, and covers Internet Marketing, Website Elements for Success, and Integration with ERP/Fulfilment systems. Who Should Attend? Applicable to All Attendees Document management software is transforming the office. Everything from invoices to employee records. All documents that were once passed around and stored as paper, are fast becoming electronic. ColumbiaSoft presents this informative session on how to effectively manage files electronically, and how to convert the remaining streams of paper to digital. Who Should Attend? Applicable to All Attendees Understanding the Affordable Care Act Speaker: Mary Campbell, Employee Benefits, Brown & Brown NW The Patient Protection and Affordable Care Act of 2010 (PPACA), more commonly referred to as Health Care Reform, is the single largest health care bill ever passed. It has a monumental impact on the health care and insurance industry. Employers struggle with how to ensure compliance with the provisions and also the basic question of whether they should offer coverage to their employees at all. In this session you will get an overview of the Act as well as information on taxes & fees, benefit change requirements, reporting, pay or play, and much more! Who Should Attend? Applicable to All Attendees QuickBooks Online vs. Premise Speaker: Dena Singer, Bennett/Porter Cloud computing is all the rage and QuickBooks has joined the mix with their QuickBooks Online product. Is it right for your business? In this session, you’ll see the key differences between the Online version and traditional On-Premise solutions, as well as other “online” alternatives. Who Should Attend? QuickBooks Users Staying Secure in a Hostile Environment: 2015 IT Security Update Speaker: David Cieslak, CPA Technologist, Arxis Technology Cybercrime is an ever present threat that causes companies to lose billions annually. Securing critical business data has always been a challenge but is getting more difficult every day. Businesses find themselves constantly battling new and emerging threads that require increasingly sophisticated, responsive counter measures. Safeguarding data, intellectual property and systems is of the highest importance but companies often find too late that they have left themselves vulnerable to security breaches. This session will explore the latest security threats as well as how technological advances and proper strategies help address and mitigate risks. Who Should Attend? Applicable to All Attendees Speaker: Scott Zieg, Dir of Professional Services, ColumbiaSoft When Should I Change My ERP? Speaker: Dan Isaacson, Bennett/Porter Change is never easy, and that is especially true when it comes to your ERP Software. However, change can be critical to the growth of an organization. So how do you know when you are at that critical stage? What are the signs that indicate it’s time for change? In this session you’ll learn how to identify those signals as well as how to avoid the common mistakes organizations make when searching for ERP Software solutions. Who Should Attend? Applicable to All Attendees A Strategic View of the Cloud Speaker: Sean Chatterjee, VP Partner Sales, Acumatica Everyone’s talking about the Cloud and sometimes it sounds like a bunch of IT hype. In this session we’ll take you through some cloud basics, why it makes business sense, and introduce you to some solutions that will help you begin or continue your journey into Cloud Technologies. Who Should Attend? Anyone interested in learning about Cloud ERP Outlook for Time Management Speaker: Sharon Miller-Reeb, Bennett/Porter Is your email inbox overflowing? Do you miss important emails? In this session you’ll learn how to use the built-in power of Outlook 2010 and 2013 to help manage your time and tasks more effectively. Who Should Attend? Applicable to All Attendees BizInsight: Report Writing for Beginners Speaker: Denise Hutchinson, Channel Mgr., BizNet Software Are you new to BizInsight, the powerful reporting tool from BizNet Software? Want to learn how easy it is to create your own financial reports using real-time data from your ERP? In this session, you learn how to build reports from scratch from the BizNet Software group of experts. Who Should Attend? Attendees interested in making Financial Reporting easier Connections 2015 | May 19, 2015 | Register online at www.benpor.com/connections A Session for Everyone in Business Where's My Data? Speaker: James Engberg and Miles Morimoto, Bennett/Porter Understanding the databases that house your company’s data can be very valuable. In this session we’ll discuss C-ISAM vs SQL, and why SYSPRO will be moving exclusively to SQL in its next major version. Who Should Attend? SYSPRO clients Cloud Exchange Speaker: Brandon Smith, Bennett/Porter Email is an essential business tool – but one that you can work harder to use if you’re not using Microsoft Exchange. In this session we’ll show you how Bennett/Porter can set up MS Exchange for you with no hardware needed, so that your business can benefit from using all the email tools employed by big businesses. Who Should Attend? IT Clients, IT Professionals QuickBooks 2015 - What's New? Speaker: Dena Singer, Bennett/Porter QuickBooks 2015 was released last October and has some key improvements to other versions. Should you upgrade? Learn what new features were added in Pro, Premier, as well as the Enterprise version. See improvements people have asked for, involving Reporting, Inventory, and lots of little changes that can make a big difference. Who Should Attend? QuickBooks Users Advanced Excel - Pivot Tables Speaker: Lisa Beach, Bennett/Porter This is one of our most popular webinars from our B/P Webinar Series. The pivot table feature in Excel is a valuable tool for analyzing and summarizing your data. In this session you’ll learn the following skills for working with pivot tables: Creating a pivot table, Rearranging reports using the PivotTable task pane, Grouping, Drill Down, Formatting, and more! Who Should Attend? Anyone (Need a basic understanding of Excel.) SAGE: The Road Ahead Speaker: John Woodward, Senior Sales Engineer Sage Level 2015 is scheduled for release in early April. This session will show you what the new features are in Level 2015, including the new reporting fields added in Sage 100 Payroll for the new Affordable Care Act, and the new Purchase Order History option. We’ll also discuss the future direction of the product for the upcoming years. Who Should Attend? Sage 100 Clients Distribution Software – Unlocking the Hidden Power of your Inventory and Logistics Processes Speaker: Sean Chatterjee, VP Partner Sales, Acumatica In this session you’ll see how Acumatica’s Distribution solution can help you unlock the hidden cash and profit in your Inventory, streamline your Logistics processes and help you unlock your business potential. Who Should Attend? Anyone interested in learning about Cloud ERP NETSTOCK - Inventory Solutions Speaker: Russ Graf, VP Sales, NETSTOCK If your company owns inventory, you are very familiar with the constant battle between sales and accounting regarding stock on hand. If it were up to the sales manager, you’d buy double what you think you need just so you never run out and risk losing a sale. But if you manage the money, the last thing you want is to tie up working capital in aging inventory sitting on warehouse shelves. Learn how progressive companies solve this problem with affordable, cloud-based planning tools. Finally, Inventory Optimization for the small and medium sized business – NETSTOCK. It will change the way you manage and replenish your inventory. Who Should Attend? Applicable to All Attendees SYSPRO Reporting Speaker: James Engberg, Bennett/Porter In this session you’ll learn how to transform your raw data into organized and meaningful information via reporting. We’ll discuss SRS and Crystal reporting: what can be done, and learning to build your own. Who Should Attend? SYSPRO clients BizInsight: Advanced Report Writing Speaker: Denise Hutchinson, Channel Mgr., BizNet Software A session specifically targeted to those that have report writing experience, regardless of the platform. Learn how BizInsight can take your reports to the next level without costing you weeks of your precious time! Who Should Attend? Attendees interested in making Financial Reporting easier Cloud ERP – A Financial Perspective Speaker: Sean Chatterjee, VP Partner Sales, Acumatica Do you really want to deploy your financials in to the cloud? In this session we’ll take you through the Acumatica Financials Solution and explain why it makes sense to think about it. Who Should Attend? Anyone interested in learning about Cloud ERP Connections 2015 | May 19, 2015 | Register online at www.benpor.com/connections A Session for Everyone in Business Fraud: Deter, Detect & Defend Best Practice - Safe Internet Usage at Work Speaker: David Porter, Partner, Geffen Mesher & Company White collar fraud is a threat to every company. What can companies do to protect themselves? This educational session will discuss recent examples of fraud and touch on six key areas of detection and prevention. Learn what internal controls should be and practical strategies to prevent fraud and how to respond once fraud is discovered. Who Should Attend? Applicable to All Attendees Speaker: Dionne Allison, Bennett/Porter IT Most Frequently Asked Questions Updating from Server 2003 Speaker: Brandon Smith, Bennett/Porter Speaker: Brandon Smith, Bennett/Porter Microsoft is ending support for Windows Server 2003 in July. If you need to upgrade your server and get onto a newer operating system, you’re running out of time. In this session we’ll explore your options to show you how you can get ahead of the curve. Who Should Attend? IT Clients, Anyone interested in learning more about upgrading from Server 2003 This session will answer your most pressing questions about your network as well as give you a brief overview of Bennett/ Porter’s IT services. If you have an IT pain point, bring it to this session for some on-the-spot troubleshooting! Who Should Attend? Applicable to All Attendees Electronic Forms are Easy! Speaker: Scott Zieg, Dir. of Professional Services, ColumbiaSoft New technology allows you to rapidly build fully-electronic forms that streamline office procedures without writing a single line of code. Some of the more popular forms include: EMPLOYEE STATUS CHANGE REQUESTS, TIME OFF REQUESTS and EXPENSE REIMBURSEMENTS: virtually any type of form-based process is made more efficient and error-free. Attend this session and see how you can deploy electronic forms that eliminate the hassles of data entry, filing, and form processing. Who Should Attend? Applicable to All Attendees Cloud Payroll: Next Generation Payroll Solutions Speaker: Sean Chatterjee, VP Partner Sales, Acumatica Payroll is the newest addition to the Acumatica ERP solution family. In this session you?ll get up close and personal with the application and see why moving to a new Payroll is easier than you think. Who Should Attend? Payroll/HR professionals SYSPRO 7.0 - Part 1 Speaker: James Engberg, Bennett/Porter As SYSPRO sunsets development on version 6.1, now is the time to find out how the new features of SYSPRO 7 could benefit your organization. Discussion of new programs, features, screen customizations, and workflows. Who Should Attend? SYSPRO Clients Do you use the internet at work? Of course, we all do! In this session, you’ll learn best practice when it comes to internet usage on the job. Learn what sites to avoid accessing on your corporate network, how to avoid common mistakes on legitimate sites, and how to distinguish legitimate email attachments from malicious attachments. Who Should Attend? Applicable to All Attendees Sage: Inventory - How to Strike a Balance Between Too Much and Not Enough Speaker: Russ Graf, VP Sales, NETSTOCK If your company owns inventory, you are very familiar with the constant battle between sales and accounting regarding stock on hand. If it were up to the sales manager, you’d buy double what you think you need just so you never run out and risk losing a sale. But if you manage the money, the last thing you want is to tie up working capital in aging inventory sitting on warehouse shelves. Learn how progressive companies solve this problem with affordable, cloud-based planning tools. Finally, Inventory Optimization for the small and medium sized business – Sage Inventory Advisors. It will change the way you manage and replenish your inventory. Who Should Attend? Sage Clients Who have Inventory Technology Decisions That Help You Get, Keep, and Grow Your Customer Base Speaker: Eric Alexander, Website Pipeline This session is an interactive workshop that will lead you through a thoughtful approach in making decisions for your business. Learn about the 8 major activities needed to get, grow, and keep customers. Determine which activities are pain points or weaknesses for your important customer segments and how to take action. Who Should Attend? Applicable to All Attendees Connections 2015 | May 19, 2015 | Register online at www.benpor.com/connections A Session for Everyone in Business SYSPRO 7.0 - Part 2 Hosting Your Business Applications in the Cloud Speaker: James Engberg and Miles Morimoto, Bennett/Porter Speaker: Dionne Allison, Bennett/Porter Let’s get mobile! One of the biggest new features of SYSPRO 7 is Espresso, which allows you to access your SYSPRO data and do basic transactions from a mobile phone or tablet. This session will also include a discussion of customized web apps. Who Should Attend? SYSPRO clients Join us as we talk about taking your applications to the cloud. We will go over the advantages of cloud computing and if your application is compatible. No more reliance on expensive hardware. Scale back your work’s hardware infrastructure and do more work remotely. Let Bennett/Porter help take your applications to the cloud. Who Should Attend? Applicable to All Attendees How to Win Customers and Influence Prospects Speaker: Tina Ingalls, President, Ocean Planet Publishing When you shift the focus of your marketing from a focus on sales transactions to a focus on customer retention and satisfaction, good things happen. Effective relationship marketing nurtures loyal, long-term, high-value customers and encourages word-of-mouth promotion. Marketing transitions into a selffueling engine, freeing your time to focus on what you do best. In this session you’ll learn the secrets behind the effectiveness of relationship marketing and how to put it into best practice at your organization. Who Should Attend? Applicable to All Attendees QuickBooks Tips and Tricks Speaker: Dena Singer, Bennett/Porter Learn how to tap into the real power of QuickBooks! You’ll see shortcuts and techniques to allow you to manage vital business processes, perform time-saving functions and handle tricky transactions. It’s about exchanging great old habits and ways of doing things for great new ones, all helping you to become a QuickBooks Power User. Who Should Attend? QuickBooks Users Vendor Expo Connections 2015 | May 19, 2015 | Register online at www.benpor.com/connections Connections Conference Schedule & Pricing ROOM 1 ROOM 2 ROOM 3 ROOM 4 ROOM 5 ROOM 6 7:30 REGISTRATION BREAKFAST STARTS 8:00-8:50 BREAKFAST KEYNOTE: EMOTIONAL INTELLIGENCE 7:00-8:00 SESSION 1 9:00-9:50 SEO: How It Can Boost Your Business SESSION 2 10:00-10:50 How to Win Customers and Influence Prospects Understanding ACA Paperless in Accounting and Beyond When Should I Change My ERP? QuickBooks Online vs. Premise Outlook for Time Management BizInsight Report Writing for Beginners SEO: How It Can Boost Your Business QuickBooks 2015: What's New? Staying Secure in a Hostile Strategic View of Environment: the Cloud 2015 IT Security Update Cloud Distribution: Unlocking the Power of Inventory ROOM 8 SYSPRO: Where's My Data? Cloud Exchange SYSPRO: Reporting Updating from Server 2003 SYSPRO 7.0: Part 1 Staying Secure IT Most FreBizInsight: Best Practice: Cloud Payroll: in a Hostile Electronic Forms quently Asked Advanced Report Safe Internet Next Generation Environment: Are Easy! Questions Writing Usage at Work Payroll Solutions 2015 IT Security Update SYSPRO 7.0: Part 2 VENDOR EXPO—MT. HOOD FOYER LUNCH STARTS LUNCH KEYNOTE: INSPECTOR GADGET 10:50-12:00 11:45 12:00-1:20 SESSION 3 SAGE: 2015 Advanced Excel: 1:30-2:20 The Road Ahead Pivot Tables SESSION 4 SAGE: 2015 The Road Ahead 2:30-3:20 SESSION 5 3:30-4:20 ROOM 7 How to Win Customers and Influence Prospects Sage: Inventory Advisor NETSTOCK Inventory Solutions Fraud: Deter, Detect and Defend Understanding When Should I ACA Change My ERP? QuickBooks Tips and Tricks Fraud: Deter, Detect and Defend Cloud ERP: A Financial Perspective Outlook for Time Management Technology Hosting Decisions That Applications in Help You Get, the Cloud Keep & Grow Customer Base VENDOR EXPO—MT. HOOD FOYER 4:20-5:00 EARLY BIRD REGISTRATION (ends 4/15) GENERAL ADMISSION (4/1—5/19) $99 per person $79 per person (for groups of 3 or more) $149 per person $129 per person (for groups of 3 or more) Conference registration fee includes breakfast, lunch and snacks To register online with a credit card, please go to: www.benpor.com/connections If you prefer to pay by check, please use this registration form as follows: Make a copy of this page for each person from your company who will be attending. Indicate the presentation you want to attend for each time slot by circling it (one presentation per session period), and fill out the contact information at the bottom of the page. Fax (503-620-2765) or email (connections@benpor.com) a copy of the completed form to us. Return your registration form to us with your check, payable to Bennett/Porter & Associates, Inc., and mail to the following address: Bennett/Porter & Associates, Inc., 12559 SW 69th Avenue, Tigard, OR 97223. NAME COMPANY ADDRESS CITY STATE JOB TITLE DEPARTMENT EMAIL PHONE SPECIAL DIET REQUESTS: VEGETARIAN GLUTEN-FREE ZIP HOW DID YOU HEAR ABOUT THE CONFERENCE? Connections 2015 | May 19, 2015 | Register online at www.benpor.com/connections
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