@Michele Herzog just got this one today from ROI Consulting, an affiliate
Title: Automating Sage 100cloud Processes with Integration
1) Introduction:
a) ROI Consulting/Speakers
b) IN-SYNCH® for Sage 100 and Sage 100cloud
c)<g class="gr_ gr_202 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="202" data-gr-id="202">Gambit</g> of Problems we Solve with Integration
d) Target Customer for our Solutions
2) Drill down into Two Popular Solutions:
a) Connecting to Shopping Carts/Marketplaces Overview
i) Shopify Integration Demonstration
b) Intercompany Processing Overview
i) Sage 100 Cloud Intercompany Automation Demonstration
3) Competitive Differentiators
4) Why Work With Us
5) How to Work With Us
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Moira Goggin
Executive Director
90 Minds, Inc.
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Original Message:
Sent: 02-17-2019 18:31
From: Michele Herzog
Subject: Assignments for Presentation DescriptionsPlease r
CPE Updated 02/17/19 to reflect schedule time changes between Fixed Assets and Acumatica.
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[Michele] [Herzog] [CPA,CITP, CGMA]
Herzog Financial Solutions, LLC
[Overland Park] [KS]
[816-520-1365]
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Original Message:
Sent: 02-14-2019 11:57
From: Michele Herzog
Subject: Assignments for Presentation DescriptionsPlease r
Attached are updated CPE files as of 02/14/2019. The excel file has 2 tabs.
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[Michele] [Herzog] [CPA,CITP, CGMA]
Herzog Financial Solutions, LLC
[Overland Park] [KS]
[816-520-1365]
Original Message:
Sent: 02-13-2019 14:59
From: Moira Goggin
Subject: Assignments for Presentation DescriptionsPlease r
@Michele Herzog
For Acumatica Power BI Session
Session: Using Excel Power Tools with Acumatica
Acumatica dashboards are a great tool, but sometimes you just need more power. It's easy and fun to use Excel Power Tools to consume and visualize your Acumatica data. We'll discuss and demonstrate using Power Query, Power Pivot and Power BI.
Presenters – Michael Nottoli & Clark Walliser
@Kate Krueger please update the session title and presenters, thanks.
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Moira Goggin
Chismet Consulting Corp.
Long Beach CA
Original Message:
Sent: 02-13-2019 11:54
From: Moira Goggin
Subject: Assignments for Presentation DescriptionsPlease r
@Michele Herzog - ScanForce <g class="gr_ gr_69 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="69" data-gr-id="69">desccription</g> and title:
ScanForce: What's Next?
It's never a dull moment in the WMS space! Join us for info <g class="gr_ gr_42 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-del replaceWithoutSep" id="42" data-gr-id="42">on:</g> multi-bin, work order, mobility, as well as a demo of advanced WMS features. Plus we'll be announcing our newest ERP integration!
@Kate Krueger
Please update the ScanForce session title to
ScanForce: What's Next?
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Moira Goggin
Chismet Consulting Corp.
Long Beach CA
Original Message:
Sent: 02-11-2019 14:20
From: Moira Goggin
Subject: Assignments for Presentation DescriptionsPlease r
@Michele Herzog
Fixed Assets:
This covers the highlights of the Sage Fixed Asset module including a depreciation, Sarbanes-Oxley Section 404, tracking mobile assets, using Fixed Assets with barcode readers for physical inventories. Fixed Assets reporting and sharing data. This session will include a short product demonstration.
Sage 100 Tips and Tricks Upgrades
Tips & Tricks on Sage 100 Upgrades
By now the mechanics of upgrading Sage 100 are pretty well known to most consultants. But have you mastered some of the tricky areas such as how to quote a fixed price upgrade (and make more money than hourly), migrate users to the new Payroll 2.x and how to migrate those really (really) old versions of Sage 100? Join us for an insightful presentation during which we'll also provide access to a helpful document you can use all year for future upgrades
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Moira Goggin
Executive Director
90 Minds, Inc.
Original Message:
Sent: 02-10-2019 21:55
From: Michele Herzog
Subject: Assignments for Presentation DescriptionsPlease r
Attached is CPE information as of 02/10/19. There are 2 tabs in the excel file.For sessions that a description is not received prior to the conference and may qualify, on Whova is could say CPE TBD (Please login as the session may qualify). In morning announcements it could be stated that some session detail was not provided in time to determine CPE. I'm guessing a link could be in Whova to the Google App. A session has to be 50 minutes to qualify for an hour.
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[Michele] [Herzog] [CPA,CITP, CGMA]
Herzog Financial Solutions, LLC
[Overland Park] [KS]
[816-520-1365]
Original Message:
Sent: 02-08-2019 13:37
From: Moira Goggin
Subject: Assignments for Presentation DescriptionsPlease r
For Acumaitca's Saturday Morning presentation for CPE @Michele Herzog and
@Kate Krueger the presenters will be
Tom Costa and Noelle Blockson
Change the title to Acumatica Keynote
• Acumatica Company Overview
o Awards & Industry Recognitions
• Acumatica Platform, Licensing & Deployment Models
• Acumatica Ecosystem
• Acumatica Customers & Industries
• Product Information
• Acumatica Overview Demo
o CRM & Field Service
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Moira Goggin
Executive Director
90 Minds, Inc.
Original Message:
Sent: 01-31-2019 20:26
From: Moira Goggin
Subject: Assignments for Presentation DescriptionsPlease r
@Michele Herzog
Here is the description for the Sequel to SQL Sage 100 session (and that title may not be 100% accurate)
This 3-panelist discussion led by members is designed for partners who have never engaged or only peripherally engaged in a Sage 100 Premium (SQL) implementation but are considering it as client <g class="gr_ gr_191 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="191" data-gr-id="191">needs</g> expand. We will discuss <g class="gr_ gr_190 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="190" data-gr-id="190">pros</g> and cons of Premium, hardware recommendations, SQL licensing considerations (what kind, how many, where to buy from), estimating initial and on-going costs from the SQL Server, hardware, and Sage perspectives (all 3 are connected), hosting considerations, and what type of internal resources are needed in your organization to support clients going on Premium.
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Moira Goggin
Executive Director
90 Minds, Inc.
Original Message:
Sent: 01-31-2019 13:07
From: Jim Woodhead
Subject: Assignments for Presentation DescriptionsPlease r
Your right.. typo. it ends at 4 with short time for Q&A following.. I fixed it.
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Jim Woodhead
VP Professional Services
DSD Business Systems
San Diego, CA
619-990-3946
Original Message:
Sent: 01-31-2019 12:56
From: Moira Goggin
Subject: Assignments for Presentation DescriptionsPlease r
Hey Jim, 9 to 5? That's cutting it close to our social. Can Clark end at 4.30 so we have a little break and can set up for the Meet & Greet (badges, refresh between events, etc.)
Moira Goggin
President/CEO
Chismet Consulting Corp.
Office: 562-989-8400
Mobile: 562-755-7976
(Pacific Time)
Original Message------
Pre-Conference Class
Excel Power Query & Power Pivot
- Why use Power Query/Pivot. What problems are we trying to solve?
- The differences between Excel Power Query/Pivot and Crystal, SI, Power BI
- Transforming data in the Power Query Editor,
- The difference between Power Query & the Power Pivot Data Model. When to use which.- Power Query/Pivot and Financials
- The limits of Power Query/Pivot compared to Power BI
Class includes Lectures, demoes,hand on exercises and labs
Class is 9 to 5
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Jim Woodhead
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