Committee Education

Hi Everyone, 

I'm just confirming that these are the final MOTM sessions we have planned and the speakers that we have confirmed.  

Please review and respond.

If there are no issues, please respond as well that way I know we are all onboard with what we have. 

Sage 100 sessions only

Sage 100 Upgrade Best Practices	Wayne, Madeline Stefanou, Amber Prayfrock
Hidden Gems in Sage You Didn't Know You Had	Madeline S.
Payroll Integration (ADP, Paylocity etc) What are the best practices for integrating external payroll systems with ERP	Beth Bowers, (Potentially) Sue Bennett
Sage 100 Technical Tips & Tricks	Beth Bowers, Amber Brett
How to configure SQL server for Sage 100 & Best Practices	Basil Malik, Elena Bello, Matt Taylor
Creative Ways to Use Sage Alerts & Workflow	Alnoor, Jhiam M.

Both Intacct and Sage 100 sessions

Digital Transformation for Client Retention & Expansion	Gary
Use AI & BI to Scrub Your Data	Jim Woodhead, Chuck
Leveraging AI in ERP Consulting Workflows	Brian, Jim Woodhead, Wayne Schulz

Intacct Sessions Only

Mastering Smart Events, Rules, Triggers & Dimensions in Intacct	Beth Woodall
Reporting in Sage Intacct	Jennifer (SWK)
3rd Party Reporting Tool (Velixo)	Duffey Cohen, Shay Simpson, Misty
Intacct Tips & Tricks	Basil Malik, Theresa (DSD), Linda (Blytheco), Todd

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Tina Leonard
RKL eSolutions, LLC
AZ
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TL;DR - confirmed for SQL. Still working on confirmation for speakers for Intacct consultants, but that's my delay in outreach. Sent out emails today. Will email again after Thanksgiving holiday. Should be okay in continuing to obtain speakers given the 2-3+ month timeline.

• Confirmed: How to configure SQL server for Sage 100 & Best Practices 
  • Speakers: Elena Bello, Matt Taylor
  • Sideline contributors: Kevin Moyes, Steve Iwanowski, Wayne Schulz
  • Coordinator: Basil
    
    
• Not confirmed: Intacct Tips & Tricks
  • Speakers contacted, not confirmed 
    • Blytheco:
      • Phil Sim -  11/10 (about contribution from Intacct team. Gave green light to reach out to Linda and set expectations.)
      • Linda Kolker - 11/21
        
        
    • DSD Business Sysems:
      • Theresa Lamb - 11/21 (out-of-office received)
        
        
    • MBA Business Systems
      • Todd Martin - 11/21
        
        
    • RKL eSolutions
      • Madeline - 11/21

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Best Regards,

Basil Malik
CEO and Founder
e: basil@malik-inc.com
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Please add my name to the Reporting for Intacct along with Jennifer from my team. 

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Angela Payne
Sage Intacct Practice Manager
LBMC Technology Solutions
Brentwood, TN
865-862-3036
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For Creative Ways to Use Sage Alerts and Workflow, our speaker Jhiam is confirmed! He wanted to do his session a little bit differently from the past, so to that end, he provided a revised session description, and I updated the spreadsheet with it.

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Alnoor Cassim
Accounting Systems, Inc. (ASI)
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These all look correct to me, and I am still working on more people to participate in the Leveraging AI session.

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Brian Kelly
Accounting Systems, Inc. (ASI)
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