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  • 1.  Need a Presenter for Three Great Checklists to use in Your Practice

    Posted 12-12-2023 15:53
    Edited by Alnoor Cassim 12-12-2023 16:00

    @Doug Higgs thanks for asking Wayne if he could present this session. Unfortunately, he said No but at least he's willing to provide any material and his own checklists to whomever presents. He will probably be in the audience too. 

    You mentioned Jerry Norman or Chuck Peddy as a possible alternate. Here is my idea, knowing the session is tricky if it's not Wayne who presents.

    There are 3 checklists in the session desc: upgrade checklist, client acceptance checklist, and sample pricing checklist. I know the primary exciting session discussion centers around the upgrade checklist and this also allows several possible consultants to lead. The client acceptance checklist isn't a problem either.

    The tricky part is the sample pricing checklist. Without going into it, it doesn't necessarily blend with our member firms who have different pricing models, so we may want to drop this from the session as it may cause "distraction" from the main upgrade checklist discussion. 

    ** If we exclude it, then I suggest Madeline Stefanou (or someone else from RKL). RKL has never presented before I believe, so it is good from that angle too. Kate Krueger of Microaccounting would be another good choice.

    ** If we include it, then I suggest also adding Doug Higgs as a presenter (it could be 2 presenters or just Doug). Note Doug's name is pronounced "du-zhay" :-) I was very impressed Doug with your primary speaker role in that one Ron & Ed T$OE webinar where you did all the talking on pricing and they just chilled. I also know you have helluva upgrade checklist too.



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    Alnoor Cassim
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  • 2.  RE: Need a Presenter for Three Great Checklists to use in Your Practice

    Posted 12-12-2023 16:51

    @Alnoor Cassim - Flattery will get you everywhere with me.  :-)  I will be happy to take the "Upgrade Checklist" potion of the presentation.  Do you want to contact either Madeline or Kate?  Either person would be a great choice, however, if RKL has never presented a session then I think they should get first dibs.



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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
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  • 3.  RE: Need a Presenter for Three Great Checklists to use in Your Practice

    Posted 12-12-2023 16:58

    Doug - Yes I'll contact Madeline or/and Kate. If anyone else has another suggestion, please let me know whom.



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    Alnoor Cassim
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  • 4.  RE: Need a Presenter for Three Great Checklists to use in Your Practice

    Posted 12-13-2023 10:44

    Perhaps Madeline can get someone from RKL who is a project manager or we can ask some of the bigger resellers like Blytheco, Net@Work etc. who do structured projects on a regular basis.



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    Gary Feldman
    Principal
    I-Business Network
    Marietta GA
    16786270646
    http://www-i-bn.net
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  • 5.  RE: Need a Presenter for Three Great Checklists to use in Your Practice

    Posted 12-13-2023 12:31

    Good call Gary. I'll reach out.



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    Alnoor Cassim
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  • 6.  RE: Need a Presenter for Three Great Checklists to use in Your Practice

    Posted 12-14-2023 12:09

    Perhaps Troy Turrentine who is now with Blytheco.  I think he could do a great job.  I can reach out if you want me to.  He would probably need approval now that he is no longer the man at TSS.



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    Gary Feldman
    Principal
    I-Business Network
    Marietta GA
    16786270646
    http://www-i-bn.net
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  • 7.  RE: Need a Presenter for Three Great Checklists to use in Your Practice

    Posted 12-14-2023 12:27

    Gary - I'm already working with @Basil Malik to see if Net@Work can work out. I'm hoping it does but Troy could be a good backup plan. Do you know what his role is at Blytheco post-TSS acquisition



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    Alnoor Cassim
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  • 8.  RE: Need a Presenter for Three Great Checklists to use in Your Practice

    Posted 12-14-2023 12:50

    The last time I talked to Troy, he told me that he wouldn't be attending MOTM in the future due to his role at Blytheco.  Now, that may have changed, and it is always worth asking him.  I think Troy would be a very good presenter for this session.



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    Brian Kelly
    Accounting Systems, Inc. (ASI)
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  • 9.  RE: Need a Presenter for Three Great Checklists to use in Your Practice

    Posted 12-15-2023 15:27

    In talking to Basil, who was at Blytheco for several seasons, he mentioned Troy still has a client ERP migration manager type of role where his job is to identify Sage 100 customers that could move to another ERP. So Troy will not work out for this session.



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    Alnoor Cassim
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