GPUG Summit 2013 Tampa: Full Schedule

5:00pm EDT

Expo Welcome Reception

Welcome to Tampa! Let's kick things off with a reception and networking opportunity in the Expo Hall. Enjoy light fare and refreshments while you visit with fellow attendees and our great sponsors and exhibitors.

Tuesday October 22, 2013 5:00pm - 8:00pm EDT
CC-West Hall

Expo, Expo

CPE Eligible NO
Audience All

8:00am EDT

Opening General Session with Keynote Tony Dungy

Session Survey

Falling in line with this year's GPUG Summit theme, this session is sure to inspire you - to elevate you - to reach new heights! We're pleased to welcome Tony Dungy - former Super Bowl-winning NFL Head Coach and New York Times best-selling author - as our keynote speaker. Coach Dungy's leadership philosophy of quiet strength, respect, and solidarity helped elevate the teams he coached to the pinnacle of success, time and time again. Be inspired as you listen to Coach Dungy share his views on the importance of goals, integrity, discipline and overcoming adversity, and walk away with ideas for putting these principles to work in your personal and professional life.

Wednesday October 23, 2013 8:00am - 9:30am EDT
CC-Ballroom A-D

General Session, General Session

CPE Eligible NO
Audience All

11:15am EDT

25 Ways to Amp Up Your Dynamics GP! By Rock & Rave Group

Session Survey

Do you know how to get the most out of your Dynamics GP system? In this session you will learn 25 quick tips to enhance and amplify your Dynamics GP system. Presenters will include eleven Rock-n-Rave hosts who just happen to be industry and solution experts! No snoozing allowed - get ready for this fast paced and full of energy session – you will not want to miss it! Bonus - You’ll also be entered to win a tablet and amplifier at the end of our presentation. Get ready to amp it up!

Speakers

Lisa Frank

Wednesday October 23, 2013 11:15am - 12:15pm EDT
CC-36

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

11:15am EDT

Accounts Reconciliation Best Practice via Automation by Adra Match

Session Survey

When Finance professionals have so many sophisticated tools available to them – such as their GP System – it remains an odd fact that most of the vital account reconciliations are performed with a mix of home-grown, largely excel based templates. A growing number of organizations are deploying the new breed of systems designed specifically to automate, streamline and strengthen reconciliations. The results are startling – savings in deployed staff time are achieved very quickly alongside operational benefits to cash-flows and month end governance. Our session explores these new systems using case studies from our extensive client base.

Speakers

David Wood

Wednesday October 23, 2013 11:15am - 12:15pm EDT
ES-Skyway 1

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

11:15am EDT

Are You Getting the Financial Intelligence Needed to Run Your Business? Don’t Compromise, Consider deFacto.

Session Survey

deFacto Performance Management is Microsoft Dynamics’ ONLY ‘no compromise financial Intelligence’ tool. We’ve taken all of the budgeting, forecasting, consolidation, analysis and reporting capabilities mid-to-large sized Dynamics customers need and put them into a single, enterprise-quality yet affordable product. deFacto offers a 100% native Excel interface and pre-built capabilities including budgeting and reporting, financial models, a data warehouse and Dynamics ETL connectors. Microsoft, our customers, partners, and MVPs all recommend deFacto. Even DynamicsWorld named us as the only Corporate Performance Management (CPM) tool to the Dynamics Top 50 Add-Ons.

Speakers

Bob Bedard

Anthony D'Anna

Wednesday October 23, 2013 11:15am - 12:15pm EDT
CC-21

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

11:15am EDT

Best Practices for Managing Documents and Workflow Automation by Metafile

Session Survey

Companies today are benefitting from document management. To maintain a competitive advantage, organizations need to work as efficiently as possible. Document management systems can integrate tightly with Microsoft Dynamics solutions to allow enterprise-wide visibility and fluidity. Implementing a Document Management Solution can reduce operating costs, while increasing cash flow and productivity. Participants will learn about Document Management – realizing ROI, Capture Options – Paper vs. Electronic, Data Extraction Techniques – streamlining data entry, Workflow – effects on company-wide productivity and management, Reporting – high-level visibility for key decision makers, System Integration – seamless communication between existing systems, and Document Retention – adhering to defined policies for compliance.

Speakers

Doug Bertram

Wednesday October 23, 2013 11:15am - 12:15pm EDT
CC-25

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

11:15am EDT

BOOST the POWER of Your Microsoft Dynamics GP System with U-LINC® Workflow and Notifications Anytime, Anywhere!

Session Survey

Do you wish you had real-time awareness of important information in your business, such as significant customer activities, changes to vendor records, activities that could result in fraud? Do you wish it were possible to easily automate your specific business processes within Microsoft Dynamics® GP so they are followed correctly – every time? U-LINC makes your wishes come true. Do more to reduce risk, avoid fraudulent transactions, maintain compliance, and provide better customer service. Add U-LINC to your Dynamics GP system to BOOST its power, provide real-time insight and accountability into your business processes, and leverage your existing Dynamics investment.

Speakers

Dan Doolin

Wednesday October 23, 2013 11:15am - 12:15pm EDT
ES-Bayside 2

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

11:15am EDT

Go Paperless with doc-link – The Key to Enterprise Efficiency!

Session Survey

Unlock ways for your company to work smarter by going paperless with doc-link Integrated Document Management for Microsoft Dynamics. Attend our session and learn how this scalable and configurable solution increases efficiencies in any department and any process by seamlessly integrating to your current ERP solution. PLUS! Get an opportunity to hear from fellow Dynamics customers who have benefited from doc-link.

Speakers

Allison Alonzo

Wednesday October 23, 2013 11:15am - 12:15pm EDT
ES-Gandy 1

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

11:15am EDT

Improve your Financial Reporting and Forecasting process, knowledge and use of Microsoft FRx and SO MUCH MORE (really)!

Session Survey

Microsoft has excellent user-friendly and cost-effective solutions for Corporate Performance Management (CPM), including Microsoft FRx and Microsoft Management Reporter for Reporting, and Microsoft Forecaster for budgeting/planning. Come learn about and see these products in action while asking the experts questions on how to best implement these tools within your organization.

Speakers

Derek Krebs

Wednesday October 23, 2013 11:15am - 12:15pm EDT
CC-22

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

11:15am EDT

Integrated Ecommerce Engine for Microsoft Dynamics GP by i95Dev

Session Survey

Did you know that you could sell online using Microsoft Dynamics GP? Come find out how our integrated ecommerce engine can help you sell online through multiple channels such as Web, Mobile, Social Media, and Third party marketplaces including eBay/Amazon using your current Microsoft Dynamics GP. Join us for this session to see this solution in action and learn how it can help you gain more business and improve your buyers’ experiences.

Speakers

Jerome Fodor

Wednesday October 23, 2013 11:15am - 12:15pm EDT
ES-Bayside 1

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

11:15am EDT

Is Your Customer Service Still Stuck in the 1980’s? Learn How to Enhance Your Software to Serve 24/7 by Website Pipeline

Session Survey

Wholesale Distributors and manufacturers have customer service staff that are constantly keying in orders, answering questions, and processing requests from customers via phone, fax, and email all day long. What if a large portion of those transactions and requests could be automated, allowing your customers to self-service in regards to placing orders, researching products, tracking shipments, RMA requests, viewing and paying invoices, and much more? We invite you to join us during this session to learn how customer service automation can make your company more efficient and improve your customer’s experience.

Speakers

Eric Alexander

Wednesday October 23, 2013 11:15am - 12:15pm EDT
ES-Gandy 2

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

11:15am EDT

Making Microsoft Dynamics GP Work Simpler & Easier by Rockton Software

Session Survey

Are you getting the most out of your Microsoft Dynamics GP? Do you have deadbeats hogging your Microsoft Dynamics GP licenses? Did you know you can reduce your transaction lookup speed in Microsoft Dynamics GP from 17 seconds to 2 seconds? Do you want to track data changes in Microsoft Dynamics GP, including at the SQL level? Are your pricing updates ugly? Do you want access to any report, any time, any where, on any device? If you answered YES or NO to any of these questions, then don’t miss out on this session!

Speakers

Mark Rockwell

Wednesday October 23, 2013 11:15am - 12:15pm EDT
CC-24

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

11:15am EDT

Managing Multiple Checkbooks Made Easy with Mekorma MICR and Multi-Batch Print & Post

Session Survey

Mekorma, creators of Mekorma MICR - the most popular payment processing add-on for Microsoft Dynamics GP – will host an informative webinar to show you the newest productivity and security features that have been added to Mekorma MICR as well as show you Multi-Batch Print & Post. If you have multiple checkbooks or companies, Multi-Batch Print & Post can cut your check printing time by 75% or more.
In addition, since 2010 Mekorma MICR has added several new features, including: Secure Approval Workflow (available for GP 2010 or later), User-based Signatures, Encrypted Signature Storage, Check Image Archive, Automatic Check Copy PDFs, Print Sales Information on Refund checks, Create Audit Log of Check Approvers. Ora Goldman, founder of Mekorma, will show you the new tools and answer any questions you have about payment processing in Microsoft Dynamics GP.

Speakers

Ora Goldman

Wednesday October 23, 2013 11:15am - 12:15pm EDT
CC-23

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

11:15am EDT

Pushing Your Supply Chain Costs Downstream by Data Masons

Session Survey

Do you know why customers require EDI as a condition to doing business with them? They have the ability to push supply chain costs down to you. In this session, you will learn how Vantage Point EDI enables you to push costs back down through your supply chain by transacting electronically with Suppliers, Carriers and Public Warehouses. Also hear a customer’s perspective on how they successfully implemented our cost-effective integrated EDI solution for Dynamics GP.

Speakers

Glenn McPeak

Wednesday October 23, 2013 11:15am - 12:15pm EDT
ES-Skyway 2

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

11:15am EDT

Security Audit Compliance Solutions – Make Your Audits Easier by Fastpath, Inc

Session Survey

Do you know where your risks are in Microsoft Dynamics GP? How do you know who can print checks? Who has your ‘sa’ password? How do you monitor changes to critical data? Featuring segregation of duties analysis tools, audit trails and our innovative link between Microsoft Dynamics GP security and Active Directory, learn how Fastpath can make your annual visits from the auditor much easier.

Speakers

Trish Boccuti

Wednesday October 23, 2013 11:15am - 12:15pm EDT
CC-20

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience Intermediate

12:00pm EDT

Lunch and Expo

Use this opportunity to network with fellow attendees over lunch, and then visit the Expo to learn about the valuable solutions and services available from our sponsors and exhibitors.

Wednesday October 23, 2013 12:00pm - 2:00pm EDT
CC-West Hall

Expo, Expo

CPE Eligible NO
Audience All

2:00pm EDT

Ask the Experts: Financial Modules

Session Survey

Come and hear about the victories and defeats of users who have learned along the way the best way to manage their financial modules. This open forum is where you can ask questions and walk out with answers from folks who have been there and done that!

Speakers

David Eichner

Mike McDowell

Joyce VanJura

Wednesday October 23, 2013 2:00pm - 3:00pm EDT
CC-25

Finance, Roundtable

CPE Eligible NO
Audience All

2:00pm EDT

Dynamics Idol - Customers Share Their Favorite Tips!

Session Survey

Come to this fast-paced session where fellow GPUG members compete for your votes for the favorite tip, trick, or shortcut they have learned through the years. Topics may cover anything within the Financials, Reporting, and Distribution modules of Microsoft Dynamics GP. At the end of the session attendees will vote for their favorite NEW tip and the contestants will receive prizes for their award winning presentations and participation.

Speakers

Sarah Salzman

Wednesday October 23, 2013 2:00pm - 3:00pm EDT
ES-Gandy 2

New to GP, Listen and Learn

CPE Eligible NO
Audience Beginner

2:00pm EDT

Expo Open (By Appointment Only)

These are bonus Expo Hall hours, available by appointment only. If you have specific exhibitors you’d like to meet with, please schedule an appointment during these hours to meet one-on-one with them in the Expo Hall. Note that some exhibitors may not be available, as breakout sessions are also happening at this time.

Wednesday October 23, 2013 2:00pm - 4:00pm EDT
CC-West Hall

Expo, Expo

CPE Eligible NO
Audience All

3:30pm EDT

Impactful Leadership Through Understanding Influencing Styles

Session Survey

What separates the most effective communicators from their less successful counterparts? The ability to influence others. Influence is the art of getting others to take your lead and adopt an idea, practice or action that you believe is best for them. Effective influencing is about adjusting your influencing style to the preferred style of others. Join this workshop to become more aware of your influencing style, and learn about 10 positive influencing tactics that will help you be a more effective communicator and leader.

Speakers

Mary Key

Wednesday October 23, 2013 3:30pm - 4:30pm EDT
CC-09

Community Resources, Listen and Learn

CPE Eligible NO
Audience All

3:30pm EDT

Keeping Your Customer's Data Safe

Session Survey

As IT functions continue their march toward service-oriented delivery models, the responsibility for data protection is becoming blurred. As evident from recent news stories, there are clear financial and reputational impacts when data is compromised or stolen. Industry and regulatory standards, such as HIPAA and PCI DSS, seek to force service organizations to protect customer data. But, to be successful with protecting the customer data entrusted to your organization, you must go further and integrate a holistic approach into your organization. Join us to understand the current issues, risks, and approaches in this rapidly evolving field.

Speakers

Gene Geiger

Scott Price

Wednesday October 23, 2013 3:30pm - 4:30pm EDT
CC-30B

Community Resources, Listen and Learn

CPE Eligible NO
Audience All

3:30pm EDT

Hiring a GREAT Microsoft Dynamics GP Employee

Session Survey

Have you ever hired an “experienced” Microsoft Dynamics GP employee, only to find out they really didn’t know much about Dynamics GP? Or accounting for that matter? How would you like to hire someone and KNOW you are getting an experienced employee with Dynamics GP skills and expertise? Come to this session to find out best practices for finding and hiring the right employees. We will provide you with tools, resources, and guidance to help you build your knowledgeable, experienced Dynamics GP team!

Speakers

Lisa Armstrong

Wednesday October 23, 2013 3:30pm - 4:30pm EDT
ES-Gandy 1

HR-Payroll, Listen and Learn

CPE Eligible NO
Audience Beginner

3:30pm EDT

Microsoft Dynamics GP Module and Pricing Review

Session Survey

Are you sure you know what you already own? Do you know how to look up your account? Do you know how to go to Microsoft Dynamics GP when you are ready? Do you know all of the modules available with Microsoft Dynamics GP? If you said no to any of these questions, this is the session for you!

Speakers

Pam Misialek

Wednesday October 23, 2013 3:30pm - 4:30pm EDT
ES-Gandy 2

New to GP, Roundtable

CPE Eligible NO
Audience All

3:30pm EDT

Life with ISVs - How to Make it a Marriage Made in Heaven

Session Survey

A typical user has 5 ISV solutions incorporated within your Dynamics GP solution. Attend this hour and you'll walk away learning about how to select, maintain, and grow with your ISVs.

Speakers

Kitty Geiger

Mark Rockwell

Wednesday October 23, 2013 3:30pm - 4:30pm EDT
ES-Bayside 1

Strategic, Roundtable

CPE Eligible NO
Audience All

3:30pm EDT

Ask the Experts: Upgrade Best Practices

Session Survey

Upgrades can be fun and easy, especially when you can learn from others! Join your GP peers in an interactive discussion about best practices when approaching an upgrade. Share your top tips and compare notes with people just like you to improve your upgrade project.

Speakers

Mark Huff

Joyce Van Jura

Jennifer Pugh

Director of Finance & Controller, Florida Community Health Centers, Inc.

Bryan Robertson

Wednesday October 23, 2013 3:30pm - 4:30pm EDT
ES-Skyway 1

Upgrades, Roundtable

CPE Eligible NO
Audience Intermediate

5:00pm EDT

Networking Huddles

Networking Huddles are an invaluable opportunity to find and have candid discussion with peers in the Dynamics GP community who share common interests. You'll be able to choose from the following topics - come in, sit down, and start chatting:

Industries: Education, Enterprise & International Installations, Healthcare, Hospitality/Restaurant, Manufacturing, Non-Profit, Public Sector

Roles: Analyst/Project Managers, AP Professionals, AR Professionals, Business Analysts, CFO / Controllers, Cost Accountants, Developers, Human Resources, Internal Auditors, Inventory Management, IT Professionals, Operations/Warehouse, Payroll, Project Managers, Shipping / Transportation, Sys Admin

Topics: Analysis Cubes, BI (Business Intelligence), Budgeting, Business Portal, Canadian Payroll, Collections Management, CRM, Disaster Recovery, Document Management / Workflow, E-Commerce, Excel - PowerPivot, Expense Reporting, Extender, Field Service, Forecaster, GP in the Cloud, Job Cost, Management Reporter, Multi-Currency, Pricing /What Modules Do I Own, Professional Services Tool Library, Project Accounting (software), Recently Implemented, Security, SharePoint, SmartList Builder, SSRS, Tax Management, Tools & Integration, Transitioning from FRx, Upgrading, Workflows

Speakers

Kim Peterson

Director, GPUG

GPUG Members! Kim Peterson has over 33 years’ experience in building and supporting the Microsoft Dynamics GP community by working with Microsoft, Partners and Customers. For the first 21 years of her career she was employed by Great Plains Software and then Microsoft Dynamics... Read More →

Wednesday October 23, 2013 5:00pm - 6:00pm EDT
CC-Ballroom C-D

General Session, Roundtable

CPE Eligible NO
Audience All

6:00pm EDT

Expo Reception

Enjoy light fare and refreshments in the Expo Hall while you visit with fellow attendees and our great sponsors and exhibitors.

Wednesday October 23, 2013 6:00pm - 8:00pm EDT
CC-West Hall

Expo, Expo

CPE Eligible NO
Audience All

8:00am EDT

General Session - The Future of Microsoft Dynamics GP: 'GP Next'

Session Survey

Be one of the first to see the next wave of the new product release, GP Next! GP Next will include features all existing customers will love, and will have new innovative functionality. We also will showcase what is coming in the next feature pack, so don’t miss this great opportunity to learn about cutting-edge technology in the Dynamics GP world.

Speakers

Chad Sogge

Thursday October 24, 2013 8:00am - 9:00am EDT
CC-Ballroom C-D

General Session, General Session

CPE Eligible NO
Audience All

9:30am EDT

Compliance Conundrum: Managing Complexities of Tax and Payment Compliance by ADP

Session Survey

The complexity of the employment-related tax and payment compliance landscape is increasing rapidly, often making it difficult for companies to ensure compliance with applicable laws and avoid penalties relating to non-compliance. In 2012, there were more than 17,000 tax rule changes across more than 10,000 tax jurisdiction types. With shrinking compliance budgets and shorter time frames to comply with regulations, an efficient compliance management solution is essential. This session will provide an overview of the current employment-related tax and payment compliance environment, including a demonstration of a streamlined compliance management approach with Microsoft Dynamics GP software integration. The session will also highlight research on strategies for helping companies manage employment-related tax and payment compliance activities.

Speakers

Jeff Gies

Thursday October 24, 2013 9:30am - 10:30am EDT
ES-Gandy 1

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

9:30am EDT

Enterprise Security for Microsoft Dynamics GP by Fastpath, Inc.

Session Survey

Wish your Windows login and password worked for Microsoft Dynamics GP? Want to eliminate the use of ‘sa’? Want to prevent users from being locked out? Want to automatically log-off idle users? With Fastpath Config AD, Microsoft Dynamics GP customers can do just that. This session will describe how solutions from Fastpath can make security better, easier and increase the end user experience for ANY Microsoft Dynamics GP customer.

Speakers

Andy Snook

Thursday October 24, 2013 9:30am - 10:30am EDT
CC-20

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

9:30am EDT

Fast Benefits from Infinia Integrator: Copy-Paste-Import from Excel to Microsoft Dynamics GP

Session Survey

Save valuable time, reduce costly errors and increase your efficiency by using the power of the Infinia Integrator, an add-on solution for Microsoft Dynamics GP. Designed for accounting teams who rely on Microsoft Excel, the Infinia Integrator is the fastest and easiest way to go from Excel to GP. There are no complex integrations to define or maintain, no mapping, just an easy and simple Copy-Paste-Import and your Excel data is immediately ready for importing into Dynamics GP GL, AP, AR and Payroll. Join this session to see the newest version of Infinia Integrator and latest enhancements!

Speakers

Tom Myers

Thursday October 24, 2013 9:30am - 10:30am EDT
ES-Skyway 1

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

9:30am EDT

Go Paperless, Go Mobile, Go Easy with Ariett Purchasing & Expense Cloud Applications on Windows Azure

Session Survey

Move to Ariett’s Requisition & Purchasing Applications on the Windows Azure Platform and Save IT resources, Go Paperless with a new, easy to use document automation services and benefit from the seamless integration to Dynamics GP. See Ariett’s responsive mobile application design that is ready for your smart phone, your tablet and your laptop. Learn about next generation document automation n the Cloud and how easy it is to view Contracts, Receipts, and AP Invoices from within your Dynamics GP Financial System. www.ariett.com

Speakers

Linda Brodie

Thursday October 24, 2013 9:30am - 10:30am EDT
CC-36

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

9:30am EDT

Lessons Learned & Practical Steps for Moving Dynamics to the Cloud by using Concerto

Session Survey

Join Greg Pierce, VP of Tribridge Concerto Cloud Services, who is considered one of the foremost experts on cloud computing trends, systems integration and deployment strategies as he moderates a panel of current cloud customers and discusses their experiences leading their organizations through the transition of moving their Dynamics solutions to the cloud. http://www.concertocloud.com/

Speakers

Greg Pierce

Thursday October 24, 2013 9:30am - 10:30am EDT
ES-Bayside 1

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

9:30am EDT

Making Dynamics GP your Super ERP By eOne

Session Survey

There are many ERP’s out there, but Dynamics GP is hands-down the most flexible. With the help of a few outside solutions, Dynamics GP can truly become a super ERP. Join eOne as they walk through their smart, configurable solutions SmartConnect, Extender, and SmartView which provide you with a way to really make Dynamics GP work for you. You’ll learn about the best solution for your integration & automation needs, what to use when Dynamics GP is not able to track what you need and how to make SmartList work for you. With 18,000 customers using eOne solutions globally, eOne makes Dynamics GP a super ERP, every single day.

Speakers

Abbey Cooper

Thursday October 24, 2013 9:30am - 10:30am EDT
CC-23

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

9:30am EDT

Making Microsoft Dynamics GP Work Simpler & Easier by Rockton Software (Repeat)

Session Survey

Speakers

Mark Rockwell

Thursday October 24, 2013 9:30am - 10:30am EDT
CC-24

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

9:30am EDT

Managing Multiple Checkbooks Made Easy with Mekorma MICR and Multi-Batch Print & Post (REPEAT)

Session Survey

Speakers

Ora Goldman

Thursday October 24, 2013 9:30am - 10:30am EDT
ES-Gandy 2

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

9:30am EDT

Pitch the Paper Clips and move to Paperless ERP by Metafile

Session Survey

Metafile invites you to go beyond the electronic file cabinet and experience the amazing efficiencies of Paperless ERP from MetaViewer. MetaViewer gives you paperless invoice and order capture with OCR, automated workflow, real-time visibility and full Microsoft Dynamics integration. In Paperless ERP, nothing compares to MetaViewer. MetaViewer can: Eliminate manual data entry by implementing paper and electronic invoice capture, utilize web-based workflow, offer real-time visibility to the entire AP process, retrieve associated documents without leaving your Microsoft Dynamics solution, provide vendor self-service with the MetaViewer Vendor Portal and easily expand to AR, HR, and payroll to achieve complete Paperless ERP.

Speakers

Doug Bertram

Thursday October 24, 2013 9:30am - 10:30am EDT
CC-25

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

9:30am EDT

Real Time Excel Reporting & Analytics for Dynamics GP by BizNet

Session Survey

BizNet’s Excel Suite is the most innovative and intuitive reporting solution on the market, creating a user-friendly, drag & drop environment with real time connectivity to your GP data. Spend more time analyzing vs. aggregating your information with our 3-step “Connect, Analyze, and Take Action” approach. BizNet provides a pre-built integration to Dynamics GP allowing users to build their reports within minutes. In this session, we’ll discuss the various methods of producing Dynamics GP reports within Microsoft Excel and best practices for converting your spreadsheets & FRx reports to interactive BizNet reports. Join us for this valuable session and learn why over 15,000 users, 200 VARS, 10 software publishers, and leading industry analysts recommend BizNet as the top FRx replacement and reporting solution.

Speakers

Maurice McDavid

Thursday October 24, 2013 9:30am - 10:30am EDT
CC-21

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

9:30am EDT

Reporting & Analytics- Unlock the Power of Your GP Data by Armanino LLP

Session Survey

Armanino leveraged our experience as a Gold Certified Microsoft Dynamics ERP Partner to create Dynamic Insights (SM), a reporting and analytics all-in-one solution created specifically for Microsoft Dynamics GP users. You’ll hear case studies of ROI achieved by your peers and see the affordable tool in action: Recognize the speed to value an advanced logical data mart can bring within just one week. Explore the myriad of powerful reporting, budgeting and forecasting tools Dynamic InsightsSM provides

Speakers

Chris Frey

Geoffrey Wayong

Thursday October 24, 2013 9:30am - 10:30am EDT
ES-Bayside 2

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

9:30am EDT

Revolutionize Your Reporting and Budgeting for Microsoft Dynamics GP with BI360

Session Survey

Build your Dynamics GP reports in BI360, the leading Excel report writer for Dynamics GP. Run reports through Excel or Web browser (including mobile). Attend and you'll see: how to create web-based dashboards, the first ever automated narrative reports for Dynamic GP (yes, it’s more exciting than numbers!). See how BI360 completely automates your budgeting and forecasting processes, and don’t settle for text comments on reports. See how BI360 gives you full Social Collaboration to drive performance and results.

Speakers

Manish Bansal

Thursday October 24, 2013 9:30am - 10:30am EDT
CC-22

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

9:30am EDT

What is More Cost Effective - ERP in the Cloud or Premise? GoIWx

Session Survey

One of the top questions asked is will moving to the cloud be more cost effective than operating the software on the local company servers. Almost every time the question is asked, the return answer is do you know what your IT costs are per user per month? In this session you will be introduced to a Dynamics GP Cloud hosting expert who has been hosting since 1999. You will learn which cost categories will be used to do the comparison, plus the importance of comparing apples to apples when do the comparison of costs between ERP in the cloud or at the premise. During the session, a live comparison will be calculated using real world data so you can learn what option is most cost effective.

Speakers

RJ Burgess

Thursday October 24, 2013 9:30am - 10:30am EDT
ES-Skyway 2

Partner Showcase, Partner Showcase

CPE Eligible NO
Audience All

10:15am EDT

Expo

Take advantage of this final opportunity to browse some of the top solutions available through the Dynamics Partner community.

Thursday October 24, 2013 10:15am - 12:15pm EDT
CC-West Hall

Expo, Expo

CPE Eligible NO
Audience All

12:15pm EDT

Regional Chapter Networking Lunch

During Thursday's lunch, find your state table and meet other members within the neighborhood. If you have a regional chapter in your state, discuss what you'd like to do together in 2014. If you do not, talk about starting one together!

Thursday October 24, 2013 12:15pm - 1:15pm EDT
CC-Ballroom C-D

General Session, Roundtable

CPE Eligible NO
Audience All

1:15pm EDT

Compliance and Dynamics GP - What You Need to Know Before the Auditors Ask

Session Survey

Don't be caught off-guard when your auditors show up and start asking internal control questions you can't answer. In this roundtable session, listen, learn, and share your experiences around managing your internal control system with Microsoft Dynamics GP and what to be prepared for BEFORE the auditors show up. There are always tips to learn from others in the compliance area and this session traditionally has lively dialogue, so don't miss this opportunity to prepare for your next audit.

Speakers

Andy Snook

Thursday October 24, 2013 1:15pm - 2:15pm EDT
CC-25

Finance, Roundtable

CPE Eligible NO
Audience Beginner

2:30pm EDT

Microsoft Conduit: Upgrading from Microsoft Dynamics GP v10

Session Survey

If you are a user still on Microsoft Dynamics GP v10, Microsoft would like to extend a special invitation to you to discuss your decision to remain on v10. This is unique opportunity to share your decision process and focused feedback on upgrading directly with Microsoft product team members.

Speakers

Theresa Nistler

Thursday October 24, 2013 2:30pm - 3:30pm EDT
ES-Campbell

Microsoft Conduits, Roundtable

CPE Eligible NO
Audience All

4:00pm EDT

Is Your Company Overdosing on BI?

Session Survey

As CFOs, we love business intelligence. Performance metrics are like happy pills for us - they trigger endorphins that make us happy when we start crunching and analyzing. But how much focus on business performance is too much? In a recent study of 2,300 companies only 10 were able to grow their net income by 5% each year for 10 years. The best way to achieve high performance today, and improve tomorrow, is by simultaneously concentrating on both performance and organizational health. Join us to hear what these companies are doing right, and how you can get the most from your BI by supplementing it with an organizational health regimen.

Speakers

Brooke Evans

Thursday October 24, 2013 4:00pm - 5:00pm EDT
CC-30B

BI & Reporting, Deep Dive

CPE Eligible NO
Audience All

8:00am EDT

General Session - Ask the GPUG All Stars

Session Survey

Do you have burning questions to ask some of the most knowledgeable folks in the industry? Join our GPUG All Stars for a town hall-style session; it'll be worth waking up early for!

Speakers

Zubin Gidwani

John Lowther

Bob McAdam

Mark Polino

Senior Consultant, Integrated Business Group

I'm a Microsoft MVP for Dynamics GP and a consultant with IBG in Orlando. I run the DynamicAccounting.net website dedicated to all things GP. I'm also the author/coauthor of 5 Dynamics GP books and 1 novel.

Howard Swerdloff

Richard Whaley

Friday October 25, 2013 8:00am - 9:15am EDT
CC-Ballroom C-D

General Session, General Session

CPE Eligible NO
Audience All

9:45am EDT

Support for Chicken Feed

Session Survey

As a new user, you are interested in alternatives for obtaining support and getting the most bang for the buck. There's a lot to it: understanding a VAR’s support policy, Microsoft’s support policy, ISV support, and reference manuals. There are also downloadable training manuals and online webinars. This is the time to develop your internal Guru; come to this session and learn about valuable resources along with open discussion.

Speakers

Gloria Braunschweig

Friday October 25, 2013 9:45am - 10:45am EDT
ES-Skyway 1

Community Resources, Roundtable

CPE Eligible NO
Audience Beginner

11:00am EDT

Non-Profit Meet-Up

Session Survey

Calling all Non-Profits! Time to get together for a roundtable discussion on your challenges and solutions with your industry brethren.

Speakers

Michelle McDonald

Jennifer Meyer

Jennifer Pugh

Director of Finance & Controller, Florida Community Health Centers, Inc.

Stacy Weight

Friday October 25, 2013 11:00am - 12:00pm EDT
ES-Skyway 2

Industry, Roundtable

CPE Eligible NO
Audience All

11:00am EDT

Microsoft Dynamics GP User Adoption: Myth or Reality?

Session Survey

Struggling with user adoption at your organization? You’re far from alone – this is regularly one of the top three issues of discussion, and ultimately can make or break your long-term success with your Dynamics implementation. In what will surely be a dynamic (pun intended) hour, we’ll review the top elements that can drive or sink user adoption, and score them against two case studies to see why they are so important. We'll also share some time honored tools and templates that will help you, whether you’re going live soon or have been using Microsoft Dynamics GP for a while. We’ll reserve time so you can share your ideas, successes, and not-so-successful attempts – so be sure to bring your experiences and questions.

Speakers

Mark Rhodes

Friday October 25, 2013 11:00am - 12:00pm EDT
ES-Gandy 2

New to GP, Listen and Learn

CPE Eligible NO
Audience All

1:00pm EDT

Wisdom While You Walk: BI & Reporting

Session Survey

During this hour we'll match you with others according to your role or industry, to form a small group to share tips, concerns, what you have learned this week. After 20 minutes of walking and talking, you'll come back and share what you learned during your talks. This way everyone will learn!

Speakers

Bob McAdam

Friday October 25, 2013 1:00pm - 2:00pm EDT
CC-21

BI & Reporting, Roundtable

CPE Eligible NO
Audience All

1:00pm EDT

Wisdom While You Walk: BI & Reporting (second room)

Session Survey

Speakers

Derek Krebs

Friday October 25, 2013 1:00pm - 2:00pm EDT
CC-22

BI & Reporting, Roundtable

CPE Eligible NO
Audience All

1:00pm EDT

Wisdom While You Walk: Builder Alley

Session Survey

Speakers

Michelle Kocher

Friday October 25, 2013 1:00pm - 2:00pm EDT
CC-23

Builder Alley, Roundtable

CPE Eligible NO
Audience All

1:00pm EDT

Wisdom While You Walk: Finance

Session Survey

Speakers

Mike McDowell

Friday October 25, 2013 1:00pm - 2:00pm EDT
CC-25

Finance, Roundtable

CPE Eligible NO
Audience All

1:00pm EDT

Wisdom While You Walk: GP Future!

Session Survey

During this hour we'll match you with others according to your role or industry, and then as a small group you will have the opportunity to spend time with Microsoft to share what you'd like to see in future Dynamics GP releases. It's a tremendous opportunity you won't want to miss!

Speakers

Theresa Nistler

Friday October 25, 2013 1:00pm - 2:00pm EDT
CC-24

GP 2013, Roundtable

CPE Eligible NO
Audience All

1:00pm EDT

Wisdom While You Walk: HRP

Session Survey

Speakers

April Bauer

Friday October 25, 2013 1:00pm - 2:00pm EDT
ES-Gandy 1

HR-Payroll, Roundtable

CPE Eligible NO
Audience All

1:00pm EDT

Wisdom While You Walk: Industry

Session Survey

Speakers

Zubin Gidwani

Friday October 25, 2013 1:00pm - 2:00pm EDT
ES-Skyway 2

Industry, Roundtable

CPE Eligible NO
Audience All

1:00pm EDT

Wisdom While You Walk: IT Professional

Session Survey

Speakers

John Lowther

Friday October 25, 2013 1:00pm - 2:00pm EDT
ES-Bayside 2

IT Professional, Roundtable

CPE Eligible NO
Audience All

1:00pm EDT

Wisdom While You Walk: New to GP

Session Survey

Speakers

Noah Moseley

Friday October 25, 2013 1:00pm - 2:00pm EDT
ES-Gandy 2

New to GP, Roundtable

CPE Eligible NO
Audience All

1:00pm EDT

Wisdom While You Walk: Software Strategy

Session Survey

Speakers

Vic Manfredi

Friday October 25, 2013 1:00pm - 2:00pm EDT
ES-Bayside 1

Strategic, Roundtable

CPE Eligible NO
Audience All

1:00pm EDT

Wisdom While You Walk: Upgrades

Session Survey

Speakers

Howard Swerdloff

Friday October 25, 2013 1:00pm - 2:00pm EDT
ES-Skyway 1

Upgrades, Roundtable

CPE Eligible NO
Audience All

2:15pm EDT

Real World Insight: Effective Use of Excel Report Builder & SmartList Builder

Session Survey

An invaluable opportunity to learn directly from existing customers on how they leverage the builders effectively. In this interactive session, you will hear about real-world examples of leveraging SmartList Builder, Excel Report Builder, Microsoft SQL Views in SLB, standard lists, and Extender for Microsoft Dynamics GP.

Speakers

Michelle Kocher

Martin Olsen

Donna Walters

AP Coordinator, Batteries Plus, LLC

I have been with Batteries Plus for 6 years.

Friday October 25, 2013 2:15pm - 3:15pm EDT
CC-23

Builder Alley, Roundtable

CPE Eligible NO
Audience Beginner

2:15pm EDT

Ask Your Peers: New to Human Resources & Payroll

Session Survey

Are you new to payroll or human resources, do you have problems or solutions to share? Are there improvements you would like to see? Come join us for this roundtable discussion on these US payroll and human resources topics and any other that arise.

Speakers

Cindy Bond

Brian Evans

Viola Shoell

Friday October 25, 2013 2:15pm - 3:15pm EDT
ES-Gandy 1

HR-Payroll, Roundtable

CPE Eligible NO
Audience All

2:15pm EDT

Ask the Experts Roundtable: IT Issues

Session Survey

Do you have a nagging question you want help with? Join us at a casual roundtable discussion and hear from our panel of experts on experiences they'd like to share to save you time and avoid problems. The floor will be open for everyone to share answers so everyone is encouraged to participate!

Speakers

Beat Bucher

Steve Gillson

John Lowther

Friday October 25, 2013 2:15pm - 3:15pm EDT
ES-Bayside 2

IT Professional, Roundtable

CPE Eligible NO
Audience All

2:15pm EDT

Ask Your Peers: What is Your Software Strategy Moving Forward

Session Survey

Here's your chance to ask your peers questions about enhancing your Dynamics GP environment. This is your interactive opportunity to hear how others are using Microsoft SharePoint, Business Analyzer, Business Portal, CRM, and other tools to realize more value from your systems investment. Bring your questions and be prepared to engage in conversation.

Speakers

Vic Manfredi

Joseph Markovich

Jeff Morlen

Friday October 25, 2013 2:15pm - 3:15pm EDT
ES-Bayside 1

Strategic, Roundtable

CPE Eligible NO
Audience All

3:30pm EDT

Building Blocks to Greater A/P Productivity through Document Management

Session Survey

This session will focus on AP processing productivity enhancements utilizing document management. Start with simple steps that you can take with Dynamics GP tools from basic all the way through to the incorporation of integrated document management to achieve the highest levels of automation. Take time consuming data entry, validation, and document routing tasks and move them to more automated processes that can dramatically improve invoice processing cycle times.

Speakers

Ray Emirzian

Friday October 25, 2013 3:30pm - 4:30pm EDT
CC-22

BI & Reporting, How2

CPE Eligible NO
Audience Beginner

3:30pm EDT

Education, Research, & the Next Generation: How DynAA and GPUG Make a Difference

Session Survey

Microsoft's Dynamics Academic Alliance (DynAA) is a network of universities applying Dynamics in information technology and business courses as well as research. Beginning in 2013 and through generous support from Microsoft and GPUG, DynAA members can now enroll as GPUG members at no cost. Attend this roundtable for a walkthrough and demonstration of how Dynamics GP is highlighted in university programs and provide insights and feedback to help make DynAA more relevant to GPUG. You may learn a trick or two while building DynAA and GPUG synergy is the ultimate goal.

Speakers

Todd Schultz

Friday October 25, 2013 3:30pm - 4:30pm EDT
ES-Skyway 1

Community Resources, Roundtable

CPE Eligible NO
Audience Beginner

3:30pm EDT

Are You Using Microsoft Dynamics GP 2013 Human Resource and Payroll to Its Full Potential?

Session Survey

With all the Dynamics GP 2013 license changes around Human Resource and Payroll, this session will give you an overview to make sure you are aware of everything you get in Dynamics GP 2013 around these modules. Learn the Dynamics GP HRP 2013 features and why so many customers are excited and upgrading to GP 2013.

Speakers

Terry Heley

Friday October 25, 2013 3:30pm - 4:30pm EDT
ES-Gandy 1

HR-Payroll, Listen and Learn

CPE Eligible NO
Audience All

3:30pm EDT

Your Indispensable GPUG Academy

Session Survey

The GPUG Academy is your source for comprehensive learning - whether it's Microsoft Dynamics GP, Microsoft Desktop Software, project management, or hundreds of other tools, technologies, and topics. Find out how to get in the know and take your career farther! We'll also review our re-designed professional development programs, the PCAP and the PCAR, designed specifically for Microsoft Dynamics GP users. If you want to be more productive and effective (which often leads to more success), don't miss this fast-paced session and learn how to leverage the robust classes and resources from your Academy.

Speakers

Mark Rhodes

Friday October 25, 2013 3:30pm - 4:30pm EDT
ES-Gandy 2

New to GP, Listen and Learn

CPE Eligible NO
Audience All

3:30pm EDT

GPUG Summit Debrief for Accountants

Session Survey

Accountants, the GPUG Advisory Board members welcome you to a causal discussion on what you learned during the week and answer any questions you may have. We are very interesting in debriefing with you to ensure you return home with a valuable action plan, and to gather opportunities for improvement for next year's GPUG Summit.

Speakers

Kim Peterson

Director, GPUG

Friday October 25, 2013 3:30pm - 4:30pm EDT
CC-20

3:30pm EDT

GPUG Summit Debrief for IT Professionals

Session Survey

IT Professionals, the GPUG Advisory Board members welcome you to a causal discussion on what you learned during the week and answer any questions you may have. We are very interesting in debriefing with you to ensure you return home with a valuable action plan, and to gather opportunities for improvement for next year's GPUG Summit.

Speakers

Bob McAdam

Friday October 25, 2013 3:30pm - 4:30pm EDT
ES-Bayside 1