Committee Education

 View Only
  • 1.  Final Session Picks

    Posted 10-01-2025 20:20

    Hi Everyone,

    Thank you all for your votes and input! We now have our (almost) final session picks. To ensure we get valuable feedback from the community, I'd like your help posting these topics on Ideation. We have more than Anne asked, but now is the fun part of rounding up speakers and gauging our communities feedback to see which ones make the final cut. 

    Here is my ask:

    1. Please take ownership of 1–2 session topics and post them on Ideation.
      1. You're welcome to enhance the session descriptions to make them more engaging.
    2. Add your name to the "Coordinator" column in the shared document once you've posted your session(s). This helps us track who's handling each topic.
    3. Start thinking about potential speakers and begin outreach before our next meeting on October 13th.
      If you have a nominee in mind, add their name to the "Speaker" column so we can begin contacting them this month.

    Session Topics

    Sage 100

    • Advanced Sage 100 Customization and Automations
      Explore advanced techniques for tailoring Sage 100 to your organization's needs, including automation strategies to boost efficiency.

    • 10 Tricks to Speed Up Upgrades
      Discover proven tips and shortcuts to streamline your Sage 100 upgrade process and minimize downtime.

    • 3rd Party Integration Masterclass
      Learn best practices for integrating Sage 100 with external applications to enhance functionality and workflow.

    • Rapid-Fire Technical Tips & Tricks
      A fast-paced session sharing practical technical insights to optimize your Sage 100 experience.

    • Hidden Gems in Sage You Didn't Know You Had
      Uncover lesser-known features and tools within Sage 100 that can save you time and effort.

    • Sage Alerts and Workflows
      Master the setup and customization of alerts and workflows to automate routine tasks and improve responsiveness.

    • How to Configure SQL Server for Sage 100 & Best Practices
      Guidance on setting up SQL Server for optimal Sage 100 performance, including security and maintenance tips.

    • Payroll Integration: Best Practices and External Systems
      Review strategies for integrating payroll systems with Sage 100, including recommended external solutions.

    Sage Intacct

    • Advanced Customization and Automation
      Dive into advanced customization options and automation techniques to maximize Sage Intacct's capabilities.

    • Reporting in Sage Intacct
      Learn how to create powerful reports in Sage Intacct to support data-driven decision making.

    • 3rd Party Reporting Tools
      Explore external reporting tools that integrate with Sage Intacct for enhanced analytics.

    • Tips & Tricks
      Share and discover practical tips to get the most out of Sage Intacct.

    Both Platforms

    • How to Use AI and BI to Clean Your Data for Import
      Discover how artificial intelligence and business intelligence tools can streamline data preparation and import processes.

    • Leveraging AI to Help Manage Your Daily Workflow
      Explore AI-powered solutions to automate and optimize your daily business operations.

    • Digital Transformation for Client Retention and Expansion
      Learn how embracing digital transformation can help retain clients and drive business growth.

    If you need help posting or have questions about the descriptions, let me know!

    Thank you for your collaboration and yes I used our AI to help write this ;)



    ------------------------------
    Tina Leonard
    RKL eSolutions, LLC
    AZ
    ------------------------------


  • 2.  RE: Final Session Picks

    Posted 10-02-2025 09:34

    Grabbed a couple of sessions and posted them to Ideation. :) Properly claimed them on the Google Sheet.



    ------------------------------
    Best Regards,

    Basil Malik
    President/CEO
    e: basil@malik-inc.com
    ------------------------------



  • 3.  RE: Final Session Picks

    Posted 10-03-2025 14:43

    I added the one session to ideation.   We may want to close last year's sessions or get a count of how many votes they had before and see if they get more!



    ------------------------------
    Gary Feldman
    Principal
    I-Business Network
    Marietta GA
    16786270646
    http://www-i-bn.net
    ------------------------------



  • 4.  RE: Final Session Picks

    Posted 10-08-2025 17:19

    Hi Everyone! 

    We still have some items to post on Ideation90. If you have not posted on Ideation for the session ideas, can you please visit the google sheet ( Google Sheets - MOTM2026) to get the sessions to post. We need to post these all by end of this week. 

    We have two new ideas, I'll add to our google document for consideration. 

    Thank you! 



    ------------------------------
    Tina Leonard
    RKL eSolutions, LLC
    AZ
    ------------------------------



  • 5.  RE: Final Session Picks

    Posted 10-14-2025 11:55

    There is something off with the MOTM 2026 Google Sheet.  There are hidden rows that I cannot unhide.  I am sure we will look at this during our meeting.  We meet today at 1pm ET, right?



    ------------------------------
    Brian Kelly
    Accounting Systems, Inc. (ASI)
    ------------------------------



  • 6.  RE: Final Session Picks

    Posted 10-14-2025 12:02

    Looks like they're a lot of the session rows got hidden. But yes - the next Education committee session shows on my calendar for 12p CT/1p ET today.



    ------------------------------
    Best Regards,

    Basil Malik
    President/CEO
    e: basil@malik-inc.com
    ------------------------------



  • 7.  RE: Final Session Picks

    Posted 10-14-2025 14:41

    Sorry, I had a filter on that sheet as I was working through posting on Ideation. Let me know if you can't edit the filters the next time your in.

     

     

    Tina Leonard

    SR. SOLUTION ARCHITECT

     

    **PLEASE NOTE, MY TIME ZONE IS Pacific TIME**

    Logo

    Schedule time on my calendar

    phone: 717.735.9105 | fax: 717.394.0693

    email: tmleonard@rklesolutions.com | website: rklesolutions.com

     

     

     

     

     

     








  • 8.  RE: Final Session Picks

    Posted 10-15-2025 03:24

    So sorry if I missed a meeting today.  I have a grand daughter in the process of being born and I have my grandson. 



    ------------------------------
    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
    ------------------------------



  • 9.  RE: Final Session Picks

    Posted 10-15-2025 13:25

    Michele how exciting and congratulations! I think Anne sent out the recap if you want to catch up. 



    ------------------------------
    Tina Leonard
    RKL eSolutions, LLC
    AZ
    ------------------------------