Agenda

Date and TimeTitle
Oct 26, 2022
11:00am - 11:30am (Eastern)
Welcome Keynote with Andy Buckley

He’s best known for his iconic role as Dunder Mifflin CFO David Wallace on NBC’s hit comedy, “The Office."

Andy Buckley served as a Financial Advisor at a major bank for 12 years, part of group managing over 400m in personal assets. At the time of his initial appearance on The Office, he had been working as a financial advisor at Merrill Lynch, and had been cast specifically because of his familiarity with the world of corporate finance. He continued to work in the finance industry full-time during his recurring role on The Office.

Andy’s financial background and comedic role as a fictional CFO will lend a humorous twist on the real-world challenges CFOs face today.  We all need a bit more comedy thrown into our day jobs and Andy is sure to deliver. We will hear insights into his time working in banking and acting on The Office simultaneously and how his leadership approach helped drive growth in all aspects of his life. Get ready for a fun-filled 30 minutes to kick off the day at ASPIRE22. 

Oct 26, 2022
11:35am - 12:00pm (Eastern)
What's Next: NetSuite

Join Velosio NetSuite expert Jeff Andrews as he dives into the recent release of NetSuite 2022.2. We will also take a look at the NetSuite roadmap to preview what improvements we can see coming in 2023.

Oct 26, 2022
11:35am - 12:15pm (Eastern)
When is the IT Platform a Decision for the CEO?

There are few business decisions as important as choosing the IT platform to execute and manage your key business processes. The wrong choice can lead to lost productivity and profits, lack of visibility to real-time data, and not to mention frustrated employees and customers that walk away. During this panel discussion, business leaders and executives will discuss the key considerations when it comes to choosing an IT platform and the CEOs role in the decision.

Oct 26, 2022
11:35am - 12:03pm (Eastern)
What's Next: Progressus

Progressus developers and product leaders will highlight the roadmap and upcoming releases of Progressus. They'll also showcase some of the top tips and tricks to help you accomplish more.

Oct 26, 2022
11:35am - 12:10pm (Eastern)
What's Next: Dynamics 365 Business Central and Dynamics NAV

Join Velosio Business Central experts as they dive into the October release of Dynamics 365 Business Central. We'll showcase how the update will help your users get onboarded with easy access to the right apps to help them get started, how tooltips have improved to help users, and we'll showcase other new features including enhancements to the Shopify integration, collaboration with Teams, Power Platform enhancements, and more.

Oct 26, 2022
11:35am - 12:15pm (Eastern)
What's Next: Dynamics 365 Finance and Operations

The fall release of Dynamics 365 Finance and Operations is jam packed with new features and functionality built to ensure you can get more done faster. During this session we'll showcase the top additions to Finance and Operations including vendor invoice OCR, which automates the reading and recognition of vendor invoices, and new capabilities for subscription billing use cases. Additionally, we'll highlight new updates to the tax calculation service, electronic reporting, electronic invoicing, and much more.

Oct 26, 2022
11:35am - 12:15pm (Eastern)
What's Next: Dynamics 365 Customer Engagement

Learn about the enhancements coming to Dynamics 365 Customer Engagement in the October release. We'll cover updates to Sales, Marketing, Customer Service, and Field Service during this session. A few of the topics we'll cover include: conversation intelligence, reporting, sales accelerator, marketing personalization, agent experiences, knowledge management, omnichannel, and much more.

Oct 26, 2022
11:35am - 12:15pm (Eastern)
What's Next: Dynamics GP and Dynamics SL

Dynamics GP and SL users should join this session to hear insights and upgrades on the roadmap for these legacy Dynamics products.

Oct 26, 2022
12:00pm - 12:15pm (Eastern)
Q&A | What's Next: NetSuite
Oct 26, 2022
12:03pm - 12:15pm (Eastern)
Q&A | What's Next: Progressus

Progressus developers and product leaders will highlight the roadmap and upcoming releases of Progressus. They'll also showcase some of the top tips and tricks to help you accomplish more.

Oct 26, 2022
12:10pm - 12:15pm (Eastern)
Q&A | What's Next: Dynamics 365 Business Central and Dynamics NAV

Join Velosio Business Central experts as they dive into the October release of Dynamics 365 Business Central. We'll showcase how the update will help your users get onboarded with easy access to the right apps to help them get started, how tooltips have improved to help users, and we'll showcase other new features including enhancements to the Shopify integration, collaboration with Teams, Power Platform enhancements, and more.

Oct 26, 2022
12:20pm - 12:40pm (Eastern)
Understanding the Cost of Manual Tax Compliance
Every day, sales tax compliance gives someone somewhere a headache. Sometimes it’s mild and clears quickly after a bit of research. Sometimes it lasts for days. And sometimes it lingers around the edges like a migraine coming on: You sense it, dread it, and do everything you can to stave it off.
 
The headache can be caused by the simplest things, a question in need of an answer, a form in need of filing. Needless to say, it takes time and resources to get sales and use tax right. Exactly how much time and how many heads depends on the size and industry of your company. The methods used to manage sales tax also play a key role. With thousands of sales tax jurisdictions across the U.S. and state-by-state variability in rates and rules, it’s easy to miss an update that can mess with your compliance. That’s why many companies choose to automate their sales tax management to increase accuracy, reduce risk, and free up their teams to focus on actual revenue-generating activities.
 
If you’re considering sales tax automation or just want to learn about the possibilities, this session was made for you. An Avalara tax automation expert talks through what tax automation software offers and when’s the right time to pursue a solution for your business.
 
The last thing you need to worry about is tax compliance when you have other bigger priorities. Don’t miss this opportunity to learn more about the benefits of tax automation.
Oct 26, 2022
12:20pm - 12:40pm (Eastern)
Transform Your GP and BC Invoice Process with Intelligent AP Automation

AP and invoice challenges, such as manual data entry, lengthy processing times, payment errors, and data management issues, continue to impact finance teams. While many employees still work remotely, these issues are compounded by lack of visibility and decentralized invoice workflows. Attend this session to learn how to reduce costs, minimize data entry and increase visibility with streamlined invoice processes from AI-based data capture through automatic transaction creation. Here's what you can expect during the session: - Learn the value of intelligent capture and straight-through invoice processing - Gain insight into invoice and payment data with Dynamics GP integration - Hear real-world customer success stories of AP process transformation

Oct 26, 2022
12:20pm - 12:40pm (Eastern)
How to Attract and Retain Top AP Talent

Between The Great Resignation and the predicted recession, retaining top, skilled talent is more important than ever for financial professionals. But what are accounts payable (AP) professionals looking for in their career? To better understand the driving motivations behind AP burnout, turnover, and overall job satisfaction, AvidXchange partnered with the Institute of Finance & Management (IOFM) on an AP Professional Career Satisfaction Survey. In this session, AvidXchange’s Elaine Verna will provide tips on how organizations can meet the demands of top AP talent to help grow their organization. In this session you’ll learn:   The current state of AP professional career satisfaction   What AP professionals are looking for in their next job   How to attract and retain AP talent while creating efficiencies amid economic uncertainty

Oct 26, 2022
12:20pm - 12:40pm (Eastern)
ERP-integrated ecommerce: How to automate your online orders & payment processing

Description: It’s time to get the most out of your Microsoft ERP investment! In this session, we’ll share with you best practices on how to securely automate online orders and payments to your ERP. Join us to learn how k-ecommerce can help you:  - ERP integration: Automate orders. The second an order is placed, your web store sends it to your ERP for fulfilment, and the ERP sends the invoice back to the web store. - PCI Security: Uncompromising security. Credit card security should be a top priority for companies that do business online. A data breach can be catastrophic to an e-commerce business. - Payment portal: Enable your customers the flexibility to consult their account and make full or partial payments anytime, anywhere. - Account receivable management: Give your business a complete omnichannel digital payment solution including invoice payment for your customers, transaction processing for your team, and competitively priced gateway and merchant account services. - Controlled user access: Streamline process. Defining the levels of access for each of user groups is critical to both business security and to overall strategy. With a well-configured ecommerce solution, a company can define levels of approval for each purchase rule.

Oct 26, 2022
12:20pm - 12:40pm (Eastern)
3 Ways to Digitally Transform Your Field Operations
In this session, Field Operations experts will take you through the top three ways they see organizations effectively digitally transforming their businesses in 2022, and how you can take these strategies with you into 2023 and beyond.
Oct 26, 2022
12:20pm - 12:40pm (Eastern)
Leveraging HR Insights & Power BI Integration to Improve Business Outcomes with ADP
Business leaders across the board are looking to leverage HR data and insights to drive better business outcomes. See how companies are using HR data to control costs, improve talent retention & strategy, and benchmark compensation. Then, learn how this data can integrate with Power BI to improve your overall business analytics.
Oct 26, 2022
12:45pm - 1:25pm (Eastern)
Journey to the cloud: Real-world lessons learned

The number one item on Microsoft's list of digital imperatives is migration to the cloud. The cloud is foundational to how organizations will be competitive moving forward. During this panel discussion, you'll hear from Velosio clients as they discuss the highs and lows they experienced when transitioning from an on-prem solution to Dynamics 365.

Oct 26, 2022
12:45pm - 1:25pm (Eastern)
CFOs as Change Agents in 2023: Modern Leadership Techniques and Driving Meaningful Measurements

The CFO's role is ever changing, but one thing that will be constant is the management of the companies data & data platforms. Join us to discuss the way CFOs can make modern data updates to keep the organization successful. This is a must for CFOs leading the data revolution at their company. 

Oct 26, 2022
12:45pm - 1:25pm (Eastern)
Tips & Tricks: Dynamics 365 Customer Engagement

The Dynamics 365 Customer Engagement platform includes apps for sales, marketing, customer service, and field service - all designed to help you better engage with your customers and prospects. But these tools are only as good as your team's knowledge of their key functionality. During this session, we'll discuss the most important features to ensure you're able to attract more customers, deliver on your promises, ensure customer satisfaction, and build customers for life.

Oct 26, 2022
12:45pm - 1:28pm (Eastern)
The Great IT resignation: Keeping your business secure and proficient

It's no secret that employee retention is a top issue at companies across the country. Arguably, no department has more at stake when employees leave than the IT department. In today's remote, technology-centric world, the IT department is vital in keeping a business running. How do you ensure that no matter what happens you're able to move forward without impact? During this session we'll answer that question and discuss the steps you should take right now to ensure you're protected.

Oct 26, 2022
12:45pm - 1:25pm (Eastern)
The Five Digital Imperatives for Every Organization to do More With Less

At a recent Microsoft conference, Satya Nadella stressed the importance of the digital imperative, drawing a line between those businesses that thrive and those that get left behind. During this session, technology experts from Velosio will discuss the five digital imperatives and illustrate how today's modern businesses can do more with less thanks to technology.

Oct 26, 2022
12:45pm - 1:12pm (Eastern)
Low Code Revolution with the Power Platform

The Power Platform is empowering organizations across the globe to better manage their business processes and meet specific needs with low-code or no-code solutions built by citizen developers. Microsoft reports that by 2025, 70% of new applications deployed for the enterprise will use low code or no code tools. Learn how these tools work, hear real life examples of how these applications are changing business, and understand how you can start taking advantage of the Power Platform right now.

Oct 26, 2022
12:45pm - 1:25pm (Eastern)
Keys to Increasing Productivity at Any Professional Services Company

In order to remain competitive and increase profits, project-based businesses and professional services firms need to find ways to become more productive with the resources available. Learn how Progressus, the industry leading Business Central add-on for advanced projects, helps project-based businesses increase productivity by shining a light on hidden project costs, taking the guesswork out of budgeting, and more.

Oct 26, 2022
1:12pm - 1:25pm (Eastern)
Q&A | Low Code Revolution with the Power Platform

The Power Platform is empowering organizations across the globe to better manage their business processes and meet specific needs with low-code or no-code solutions built by citizen developers. Microsoft reports that by 2025, 70% of new applications deployed for the enterprise will use low code or no code tools. Learn how these tools work, hear real life examples of how these applications are changing business, and understand how you can start taking advantage of the Power Platform right now.

Oct 26, 2022
1:30pm - 2:10pm (Eastern)
Tips & Tricks: Dynamics 365 Finance and Operations

During this session, we'll dive into the top time-savers, user favorites, and underutilized features in Dynamics 365 Finance that you can start taking advantage of immediately. All D365 F&O users should make plans to attend this session.

Oct 26, 2022
1:30pm - 1:56pm (Eastern)
Tips & Tricks: Dynamics GP

Take advantage of all Dynamics GP has to offer - during this session we'll discuss new or uncommonly used features that could save you time.

Oct 26, 2022
1:30pm - 2:10pm (Eastern)
Power BI and Microsoft Dynamics 365 CE — The Dynamic Duo You Need for Sales

The sales landscape has changed and to remain competitive and win more business, you need to better understand your customers and prospects. That’s where Power BI comes in. Through this cloud-based business intelligence solution, you can unlock data from different sources and bring it together in one place to provide deep, operational insights to allow your sales team to make better, more strategic decisions. During this webinar, you'll hear real-world examples of how sales organizations are transforming their organizations with data captured by Dynamics 365 Customer Engagement. Learn how you can use technology to not only understand where and how to drive more business, but enhance your customer's experience and build a loyal customer for life.

Oct 26, 2022
1:30pm - 1:57pm (Eastern)
Tips & Tricks: Dynamics 365 Business Central and Dynamics NAV

From work flows and job queues to budgeting shortcuts, user permission settings and more - there are numerous out of the box features and functionality in Business Central that will help you become more efficient and productive. Learn the top rated tips and tricks from our BC experts that will start saving you time today. All BC users should attend this session.

Oct 26, 2022
1:30pm - 2:10pm (Eastern)
Tips & Tricks: Dynamics SL

Take advantage of all Dynamics SL has to offer - during this session we'll discuss new or uncommonly uses features that could save you time.

Oct 26, 2022
1:30pm - 2:01pm (Eastern)
Could NetSuite Be Your Next?

Discover the capabilities of a leading cloud ERP & CRM software, Oracle NetSuite. With so many cloud offerings today, we want to make sure you are seeing all of your best options when deciding on your migration path to the cloud. Could NetSuite be a fit for your organization?

Oct 26, 2022
1:56pm - 2:10pm (Eastern)
Q&A | Tips & Tricks: Dynamics GP

Take advantage of all Dynamics GP or SL have to offer - during this session we'll discuss new or uncommonly uses features that could save you time.

Oct 26, 2022
1:57pm - 2:10pm (Eastern)
Q&A | Tips & Tricks: Dynamics 365 Business Central and Dynamics NAV

From work flows and job queues to budgeting shortcuts, user permission settings and more - there are numerous out of the box features and functionality in Business Central that will help you become more efficient and productive. Learn the top rated tips and tricks from our BC experts that will start saving you time today. All BC users should attend this session.

Oct 26, 2022
2:01pm - 2:10pm (Eastern)
Q&A | Could NetSuite Be Your Next?

Discover the capabilities of a leading cloud ERP & CRM software, Oracle NetSuite. With so many cloud offerings today, we want to make sure you are seeing all of your best options when deciding on your migration path to the cloud. Could NetSuite be a fit for your organization?

Oct 26, 2022
2:15pm - 2:42pm (Eastern)
Power BI: A Data Story

The future of business intelligence is now! Unlock the power of your data to make better decisions with Microsoft Power BI. Learn how this new technology can help you gain a single point of view into all your data sources, pulling together reports and visualizations that drive decision making at every level of the enterprise and unlock new revenue streams.

Oct 26, 2022
2:15pm - 2:55pm (Eastern)
Navigating Microsoft Licensing in 2022 & Beyond

Hear up to date information on Microsoft's licensing tiers and special promotions and learn about changes to the New Commerce Experience. We'll discuss the Velosio One Licensing Incentive (VOLI) program and explain how you can save by bundling your licenses through Velosio. We'll also showcase the latest updates to the HUB.

Oct 26, 2022
2:15pm - 2:42pm (Eastern)
Empowering your Hybrid Workforce with Microsoft 365

The Microsoft 365 tools are built to empower users to get more done. Join as we showcase how these solutions integrate seamlessly with Dynamics 365 and discuss tips for executives on how to create better adoption of these tools.

Oct 26, 2022
2:15pm - 2:55pm (Eastern)
Top Five Low or No Cost Tools for Business Central Users

During this session, we'll showcase the top 5 low cost add-on tools for Business Central users. You'll learn about solutions from Velosio and other leading technology providers that will help you work smarter.

Oct 26, 2022
2:15pm - 2:56pm (Eastern)
Preparing for a Successful Private Equity Transaction, a Banking and PE Perspective

Company growth can manifest in a variety of ways, from organic sales to market expansion, new products and M&A. Fueling that growth may involve seeking out private equity…and when it does, you need to be prepared.  Join Lee Monahan (Partner, Harren Equity Partners) and Steve K. Lee (Managing Director & Founder) Layer 7 Capital in this session where they will share their thoughts on what it takes to seek investment from private equity, how to prepare, and why your technology roadmap can play a key role in a successful transaction.

Oct 26, 2022
2:15pm - 2:55pm (Eastern)
Ditch the Crystal Ball – How to Truly Understand What Your Customer’s Are Thinking

Create loyal customers for life by better understanding and enhancing your customers’ experiences by collecting, analyzing, and tracking real-time feedback. With Dynamics 365 Customer Voice, you can listen to every customer with personalized surveys, uncover deeper insights by gaining visibility into metrics that matter to your business and take proactive action based on feedback. Join this session to learn how to uncover what your customers are thinking before they walk out the door.

Oct 26, 2022
2:15pm - 2:58pm (Eastern)
Ransomware Trends: Today's Biggest Threats

According to Sophos' annual ransomware survey, in 2021, 37% of all businesses and organizations were hit by ransomware. The impact was felt by businesses ranging from startups to global conglomerates. During this session we'll discuss today's biggest cyber security threats and how you can protect your business.

Oct 26, 2022
2:42pm - 2:55pm (Eastern)
Q&A | Power BI: A Data Story

The future of business intelligence is now! Unlock the power of your data to make better decisions with Microsoft Power BI. Learn how this new technology can help you gain a single point of view into all your data sources, pulling together reports and visualizations that drive decision making at every level of the enterprise and unlock new revenue streams.

Oct 26, 2022
2:42pm - 2:55pm (Eastern)
Q&A | Empowering your Hybrid Workforce with Microsoft 365

The Microsoft 365 tools are built to empower users to get more done. Join as we showcase how these solutions integrate seamlessly with Dynamics 365 and discuss tips for executives on how to create better adoption of these tools.

Oct 26, 2022
3:00pm - 3:20pm (Eastern)
Enterprise Integration for Power Users
Today’s average business worker uses 9.4 different applications every day, to simply do their jobs. For end users, getting to use best in breed tools for every aspect of their job is a dream. For administrators, these data silos are a nightmare! Integration is essential to creating a streamlined, efficient organization and maintaining your sensitive data.
 
eOne has been redefining what an integration platform as a service (IPAAS) should be.  And we have built the tools that YOU need to own the new App Normal space. Join eOne, along with Velosio, to learn about all the components of IPAAS and see how you can use them to take control of your data!
Oct 26, 2022
3:00pm - 3:20pm (Eastern)
Reimagine the Future With Intelligent Automation

Learn how the traditionally siloed processes of the office of the CFO should seamlessly stitch finance processes into a connected and collaborative ecosystem. With the right solution, CFOs can prioritize the benefits of financial transformation such as improved AR operations, Cash Forecasting, Cash Management, Risk management, error reduction, and improved control across R2R.

Oct 26, 2022
3:00pm - 3:20pm (Eastern)
Procurement simplified

In the current environment of rising inflation, supply chain disruptions and economic uncertainty, it’s increasingly challenging for companies to ensure continuity of critical supplies needed to operate and grow their businesses. Companies are looking not only to identify & realize cost savings, but also improve compliance and controls. The reality is that many existing solutions are either ineffective or expensive. Sometimes they are both.

Varis for Business Central addresses these gaps and is purpose-built for small and midmarket organizations. We simplify and streamline procurement for your employees without sacrificing your organization’s governance objectives. Our no-cost solution is tightly integrated with Business Central for approval workflows and documentation and begins creating value for your business in minutes and not weeks.

Join us to learn exactly how we can make that happen for your organization

Oct 26, 2022
3:00pm - 3:20pm (Eastern)
4 Signs You’ve Outgrown Excel for Expense Management
Expense spend management is one of the challenges of all finance teams. Join Gorilla Expense to learn how we process employees' credit card expenses management, account for the expenses on projects, create audit trails and provide extensive reports on all spends and their timing.
 
Oct 26, 2022
3:00pm - 3:20pm (Eastern)
Could Your Cash Application Process use a Little Artificial Intelligence?

Is your AR team spending all day playing detective? Repetitive tasks like retrieving, aggregating, and centralizing remittances from multiple sources can cost your accounts receivable team days of work. But they don’t have to. Versapay’s Advanced Cash Application Automation uses machine learning to match invoices, automatically identify and validate deductions and discounts, and map customer reason codes back to ERP systems. And the more you use the system, the better it gets. Join our webinar to learn how: • Automating cash application increases efficiency by 75% and allows your team to focus on higher value work • Using AI and machine learning auto-matches payment and remittance data to open invoices with over 90% accuracy

Oct 26, 2022
3:00pm - 3:20pm (Eastern)
Reach More Customers and Create Stronger Relationships with a Native D365 SMS solution.

Let's face it. Email is dead, long live email and asynchronous communications. The future of D365 is to enable more real time communications with your customers. And to do so, more and more companies are choosing the vehicle that gets 98% open rates. What's more, TrueDialog has created the industry's leading native integration into D365, making it easier for your users to interact with customers with the information they need at their fingertips. Join Corey Fein, VP of Sales at TrueDialog to see how you can utilize SMS to easily send mass text, create 1:1 conversations, and significantly reduce your messaging costs.

Oct 26, 2022
3:25pm - 4:05pm (Eastern)
The Microsoft Roadmap: A Conversation with Mike Ehrenberg

Mike Ehrenberg is a Microsoft Technical Fellow. He is responsible for the development of Microsoft’s Dynamics ERP Products. Ehrenberg joined Microsoft in 2003, after 25 years of business application development across banking and brokerage transaction systems, enterprise resource planning (ERP) for process manufacturing, and supplier relationship management (SRM) solutions. 

During this closing keynote we will hear about Microsoft's plan for the future of their Dynamics 365 product lines. We will get insight into AI and big data as well as use cases of companies using D365 in the most efficient ways. 

This will be a can’t miss closing session for Microsoft Dynamics customers looking at the future of their products.