CONTACT US

Revolution@avidxchange.com

1210 AvidXchange Lane

Charlotte NC 28206

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2018 SPONSORSHIPS

FULL AGENDA

*Please note that sessions, speakers, and outlined times are subject to change.

Wednesday May 16th: Users Conference

7:30 AM - 8:50 AM: Breakfast  

 

9:00 AM - 10:30 AM:  Breakout Sessions:

 

Breakout 1: Best Practices: AvidXchange Invoice Admin Training – BEGINNER

Speakers: Haley Phelps and Shane Carmichael from the AvidXchange Relationship Management Team

Still new to the AvidXchange Invoice application? This session is a great place to start. Deep dive into the lifecycle of an invoice with the dynamic duo of Haley and Shane. Enhance your experience by learning data configurations for improved visibility, reporting accuracy, and streamlined workflows. Take away time-saving best practices and explore some of the most under-utilized AvidXchange Invoice features.


           •    Time-saving best practices for new system administrators
           •    Deep dive into the lifecycle of an invoice
           •    Data configurations for improved visibility, reporting accuracy, and streamlined workflows
           •    Spotlight on the most under-utilized AvidXchange features

Participants will Earn 1.5 CPE credits  |  Field of Study: Computer Software & Applications – Non-Technical |  Prerequisites: Basic Knowledge of Accounting   |  Advanced Preparation: None  |  Program Level: Beginner  |  Delivery Method: Group Live


Breakout 2: Best Practices: AvidXchange Invoice Admin Training - ADVANCED

Speakers: Stephanie Wilczewski from the AvidXchange Relationship Management Team

Move to the head of the class and graduate as an Invoice expert. Find out how to enhance your current operations with Six-Sigma and the DMAIC model; identify four major pain points in your AP process; benefit from the AP guide to process improvement reporting; and learn best practices for eliminating processes and discovering inefficiencies.


           •    Enhance your current operations with Six-Sigma and the DMAIC model
           •    Identify four major pain points in your AP process
           •    Benefit from the AP guide to process improvement reporting
           •    Discover best practices for eliminating processes and identifying inefficiencies

Participants will Earn: 1.5 CPE credits  |  Field of Study: Computer Software & Applications – Non-Technical  |  Prerequisites: Invoice Admin Training - Beginner  Course  |  Advanced Preparation: Invoice Admin Training - Beginner  Course |  Program Level: Advanced 

Delivery Method: Group Live

Breakout 3: Best Practices: Payables Lockbox Admin Training - BEGINNER

Speaker: Nicholas Tyson, Payables Lockbox Relationship Management Team

Get on board with the ins and outs of Payables Lockbox, the essential solution for HOA management companies. Tap into time-saving tips and tools to enhance your experience with the application and achieve better outcomes. Plus, you’ll get up-to-date best practices to measure the application’s performance and improvement.

           •    The latest time-saving tips and tools to enhance your experience
           •    Best practices to measure the application’s performance and improvement

 

Participants will Earn: 1.5 CPE credits  |  Field of Study: Computer Software & Applications – Non-Technical   |  Prerequisites: Basic Knowledge of Accounting   |  Advanced Preparation: None  |  Program Level: Beginner  |  Delivery Method: Group Live

10:30 AM - 10:55 AM: Morning Refreshment Break   

 

11:00 AM - 12:00 PM:  Breakout Sessions

 

Breakout 1: Business Strategy: Metamorphosis of the CFO

Speaker: Dino Gioia, Founder of Strativario and former SVP of Finance at Legendary Entertainment

Explore how the role of the CFO has changed in the last few years and what lies ahead for those at the helm of finance departments. Gain insights on how to gracefully move from “tactician” to “strategist,” along with guidance on how to lead transformational change to go beyond finance to be an operational leader.


           •    Moving from "tactician" to "strategist"
           •    Leading transformational change
           •    Going beyond finance to be an operational leader

Participants will Earn: 1.0 CPE credits  |  Field of Study: Personal Development – Non-Technical  |  Prerequisites: Basic Knowledge of Accounting   Advanced Preparation: None  |  Program Level: Beginner  |  Delivery Method: Group Live

 

Breakout 2: Best Practices: The Supplier Journey – Ensuring a Successful Relationship Between You and Your Suppliers

Speaker: Rebecca Hughes, Vice President of AvidPay Services and Katie Milligan, Director of AvidPay Services Payment Operations
Ready to reimagine more successful supplier relationships? We’ll cover the supplier experience with payment automation; the inner workings of payment execution through AvidPay; beneficial offerings to your suppliers, including a spotlight on Cashflow Manager; and tactical best practices for using AvidPay.


           •    The supplier experience with payment automation
           •    The inner workings of payment execution through AvidPay
           •    Beneficial offerings to your suppliers, including a spotlight on Cashflow Manager
           •    Tactical best practices for using AvidPay

Participants will Earn: 1.0 CPE credit  |  Field of Study: Computer Software & Applications – Non-Technical  |  Prerequisites: Basic Knowledge of Accounting  |  Advanced Preparation: None  |  Program Level: Beginner  |  Delivery Method: Group Live

Breakout 3: Business Strategy: What Your AP Automation Processes Reveal About Your Business

Speaker: Brendan Coffey, Enterprise Change Manager at AvidXchange

Tap into change management secrets for dramatic improvements in the way you and others see your business. Brendan will share effective AP automation processes to drive results and fuel positive change as well as best practices for analyzing your AP processes and finding areas of improvement. He’ll also address ways to be intentional with your AP process setup.


           •    Effective AP automation processes that drive results and fuel positive change 
           •    Best practices for analyzing your AP processes and finding areas of improvement
           •    Ways to be intentional with your AP process setup

Participants will earn 1.0 CPE credits  |  Field of Study: Computer Software & Applications – Non-Technical  |  Prerequisites: Basic Knowledge of Accounting   |  Advanced Preparation: None  |  Program Level: Beginner  |  Delivery Method: Group Live

 

12:00 PM - 12:50 PM:  Networking Lunch   

 

1:00 PM - 1:55 PM: Molly's Game: The True Story of the Woman Behind the Most Exclusive, High-Stakes Underground Poker Game in the World

Speaker: Molly Bloom, Entrepreneur and Inspirational Speaker

Molly Bloom is an inspirational keynote speaker, entrepreneur, and bestselling author of Molly’s Game, which was adapted into an award-winning film of the same name by Aaron Sorkin. Bloom’s memoir chronicles her journey from college student and LA waitress to building and operating the largest and most notorious private poker game in the world. Her games featured hundreds of millions of dollars and celebrity players like Leonardo DiCaprio, Tobey Maguire, A-Rod, and Ben Affleck.

 

2:00 PM - 2:50 PM:  Breakout Sessions

 

Breakout 1: Best Practices: The Fix for Your Fixed Asset Accounting Problems
Speaker: Mikel Morris at MRI Software

Improve your compliance and reporting with better access to data. In this Sponsor Spotlight session, you’ll learn from a real pro. Tim will cover the challenges of fixed asset management and how to identify areas that need improvement. He’ll top off his presentation with solutions offered by specialized fixed asset software.

           •    The challenges of fixed asset management
           •    How to identify areas that need improvement
           •    Solutions offered by specialized fixed asset software

 

Participants will Earn: 1.0 CPE credit  |  Field of Study: Computer Software & Applications – Non-Technical  |  Prerequisites: Basic Knowledge of Accounting   |  Advanced Preparation: None  |  Program Level: Beginner  |  Delivery Method: Group Live

Breakout 2: Business Strategy: The Future of Accounts Payable Is Now

Speaker: Andrew Bartolini, Chief Research Officer at Ardent Partners and globally recognized expert in sourcing, procurement, accounts payable, and supply management

Survey the AP and finance landscape with the leader in finance research, Ardent Partners. Drawing on the surprising 2018 findings on AP and finance trends, Andrew will deliver the state of the industry. Find out just how much the Digital Era is changing AP departments and how you stack up against benchmarks and your competitors.

           •    The surprising 2018 findings in AP and finance trends
           •    The current state of the industry
           •    How digital is changing AP departments
           •    Find out how you stack up against benchmarks and your competitors

Participants will Earn: 1.0 CPE credit  |  Field of Study: Information Technology  |  Prerequisites: Basic Knowledge of Accounting 

Advanced Preparation: None  |  Program Level: Beginner  |  Delivery Method: Group Live

 

3:00 PM - 4:00 PM: General Session: The New Xperience: An AvidXchange Revolution

Speakers: Steve Boehm, COO at AvidXchange; Heather Caudill, Senior Vice President of Relationship Management at AvidXchange; Anna Alley,        Customer Advocacy Leader at AvidXchange; Stavros Liakakos, Customer Success Leader at AvidXchange; and Brian Murphy, AvidXchange Customer    and the Director of JD Edwards Business Services at Island Hospitality Management

Join this expert panel for a lively interactive discussion centered on you! We’ll wrap up the conference by exploring how better support from our revolutionized teams means more success for you. Hear real-time feedback from customers about their experience with AvidXchange services.
                 

            •    What’s new and improved for your success
            •    Real-time feedback from customers regarding their experience with our services
            •    Better support from a revolutionized team means more success for you

 

Participants will Earn: 1.0 CPE credit  |  Field of Study: Computer Software & Applications – Non-Technical  |  Prerequisites: Basic Knowledge of Accounting   |  Advanced Preparation: None  |  Program Level: Beginner  |  Delivery Method: Group Live

4:00 PM Closing Remarks

See below for Product Innovation Lab and Customer Hub hours.

*Note: Full session attendance is required to receive CPE credit. Candidates that do not attend a session in its entirety will not receive credit for the course. 

AvidXchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

PRODUCT INNOVATION LAB & CUSTOMER HUB

Meet with your account executive and customer success manager

MEET US!

Talk through troubleshooting issues

TROUBLESHOOTING

Provide feedback on our products and services

FEEDBACK

Walk through our solutions step-by-step

NEW SOLUTIONS

Learn how to optimize and enhance your AvidXchange Experience

LEARN

Customer Hub open from 7:30 AM – 3:00 PM 
Customer care, product leaders and experts, account executives, and customer success managers will be on hand to reimagine success with you! 
          •    Troubleshoot any issues you’re facing
          •    Learn how to optimize and enhance your AvidXchange experience 
          •    Meet with your account executive and customer success manager

 

Product Innovation Lab open from 7:30 AM – 3:00 PM
Join the AvidXchange product leaders for more in-depth discussions.
         •    Ask questions about our product roadmap
         •    Provide feedback and share ideas on our products
         •    Walk through our solutions step-by-step

 

You can also set up 1:1 meetings on site with your account executives and solution experts.