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Monday, October 12
 

8:00am

Pre-Summit Academy Training: Day 1
Pre-Summit Academy classes are taught by experts across Microsoft Dynamics GP and related tools. These pre-Summit classes are offered to help you extend your learning while on-site and require an additional registration. Members receive a 50 percent discount on tuition or payment and most classes allow you to practice in the Dynamics GP software while in class. For more information, session objectives and details please check out www.gpugsummit.com/event/academy-training.

Monday October 12, 2015 8:00am - 5:00pm
See Academy Information for Locations

8:00pm

Chapter Leader Bash
Chapter Leaders! Join us at The Peppermill Resort Spa Casino for a networking reception to meet fellow leaders and users. To learn more: http://www.eventbrite.com/e/energize-chapter-leader-training-2015-registration-17486611927

Speakers
avatar for Rose Spitzer

Rose Spitzer

GPUG Chapter Manager, Dynamic Communities


Monday October 12, 2015 8:00pm - 10:00pm
Peppermill Hotel, Terrace Lounge
 
Tuesday, October 13
 

8:00am

Pre-Summit Academy Training - Day 2
Pre-Summit Academy classes are taught by experts across Microsoft Dynamics GP and related tools. These pre-Summit classes are offered to help you extend your learning while on-site and require an additional registration. Members receive a 50 percent discount on tuition or payment and most classes allow you to practice in the Dynamics GP software while in class. For more information, session objectives and details please check out www.gpugsummit.com/event/academy-training.

Tuesday October 13, 2015 8:00am - 5:00pm
See Academy Information for Locations

8:30am

Chapter Leader Training
Kick off your 2015 Summit with valuable leadership training to equip you with skills that can be applied to your chapter leadership role as well as in your professional career. We will cover topics such as effective communication skills, how to increase chapter attendance, and more valuable training specifically for chapter leaders. To learn more: http://www.eventbrite.com/e/energize-chapter-leader-training-2015-registration-17486611927

Speakers
avatar for Rose Spitzer

Rose Spitzer

GPUG Chapter Manager, Dynamic Communities


Tuesday October 13, 2015 8:30am - 1:30pm
Paradise D

2:00pm

Volunteer Immersion at GPUG Summit
This event for volunteers across the User Groups (AXUG, CRMUG, GPUG, and NAVUG) will feature guest speakers who will talk about how to cultivate and develop your leadership skills; additionally, we’ll announce a new volunteer recognition program on which we’d like your feedback. Joining us will be employees of Dynamic Communities and Chris Elmore, who has mastered leadership techniques throughout his career as a speaker and author and in roles including help desk support, project manager, consultant, sales and marketing leader.

Speakers
avatar for Andy Hafer

Andy Hafer

CEO, Dynamic Communities
Andy Hafer is the CEO of Dynamic Communities, Inc. which provides administration and facilitation of the Dynamics AX User Group (AXUG), the Dynamics GP User Group (GPUG), the Dynamics NAV User Group (NAVUG), the Dynamics CRM User Group (CRMUG), as well as the Dynamic Partner Connections Groups. | | | | Prior to helping establish Dynamic Communities, Andy served as CIO of PRIDE Enterprises in Tampa Bay, Florida, USA. PRIDE is a diversified... Read More →
avatar for Laura Hoverson

Laura Hoverson

CRMUG Program Coordinator, Dynamic Communities, Inc.
Laura is the program coordinator for CRMUG. She loves working with members and hearing what they want to learn and share! She is energized by the ways CRMUG helps members gain confidence in using Dynamics CRM and engages members as volunteer-leaders within the community. She enjoys learning why you are passionate about CRMUG, what you love about CRM, and what training and development opportunities you are looking for! Laura has 15 years of... Read More →
avatar for Tony Stein

Tony Stein

Director, CRMUG
As with any CRMUG Summit, my motto is to ensure you "Take 5". There is enormous value and information shared in a peer to peer environment. Take advantage, go all in, and ensure there are at least 5 things minimum you'll take home to improve upon your CRM adoption, deployment, or development. | I'm interested in hearing what the CRMUG community wants to learn, understand, or improve upon in their CRM endeavors.


Tuesday October 13, 2015 2:00pm - 4:30pm
Paradise D

4:00pm

Buddy Up: First Timers Warm Up!
Is this your first time to GPUG Summit? Buddy Up! This is an hour dedicated to our first time attendees to come and meet other GPUG Members. It's an ice cream social mixer for you to find a conference friend or two to help kick off the week.

Speakers
avatar for Kim Peterson

Kim Peterson

Director, GPUG
GPUG Members! | Kim Peterson has over 33 years’ experience in building and supporting the Microsoft Dynamics GP community by working with Microsoft, Partners and Customers. For the first 21 years of her career she was employed by Great Plains Software and then Microsoft Dynamics after the acquisition of Great Plains Software by Microsoft in 2001. During her tenure at Microsoft and Great Plains Software, Kim held roles covering different... Read More →


Tuesday October 13, 2015 4:00pm - 5:00pm
Grand Ballroom 4

5:00pm

Community Theater in the Expo
5:20pm - 5:35pm - Go ALL IN! with Andy Hafer
5:40pm - 5:55pm - Your Summit Mobile App 411 Session
6:00pm - 6:15pm - How Manufacturers Can Accelerate Quote to Cash by Cincom
6:20pm - 6:35pm - AP Automation – “The Big Picture” by MetaViewer
6:40pm - 6:55pm - Omnichannel: A Supply Chain Disruption by SPS Commerce
7:00pm - 7:15pm - Improve Your Summit Experience Through Social Media Engagement
7:20pm - 7:35pm - Find Out How the User Group Online Community Can Help You!
7:40pm - 7:55pm - How to Pick Your Perfect Beer with GPUG Member, Mr Beer

Speakers
avatar for Andy Hafer

Andy Hafer

CEO, Dynamic Communities
Andy Hafer is the CEO of Dynamic Communities, Inc. which provides administration and facilitation of the Dynamics AX User Group (AXUG), the Dynamics GP User Group (GPUG), the Dynamics NAV User Group (NAVUG), the Dynamics CRM User Group (CRMUG), as well as the Dynamic Partner Connections Groups. | | | | Prior to helping establish Dynamic Communities, Andy served as CIO of PRIDE Enterprises in Tampa Bay, Florida, USA. PRIDE is a diversified... Read More →
avatar for Heather Williams

Heather Williams

AXUG, CRMUG, GPUG and NAVUG
avatar for Rick Zich

Rick Zich

President, Mr Beer
Financial executive with experience in all aspects of accounting, auditing and financial management. More specifically have worked closely with the owners of small/medium sized businesses (5-25MM) to help develop strong management teams and the systems needed to push their companies to the next level. | | Have significant experience in both manufacturing and information systems which help in identifying key needs from those departments... Read More →


Tuesday October 13, 2015 5:00pm - 8:00pm
Convention Center Halls 1 & 2

5:00pm

Welcoming Expo Reception
We welcome you to GPUG Summit 2015 with an Expo Opening Reception. Join us in thanks to all the wonderful Sponsors who help make GPUG Summit possible, and get lots of great networking and takeaways from all the wonderful solutions in the marketplace that enhance and improve your Dynamics GP experiences.

Tuesday October 13, 2015 5:00pm - 8:00pm
Convention Center Halls 1 & 2
 
Wednesday, October 14
 

7:00am

Breakfast - Jump Into a Great Day
Kick off the day with breakfast with GPUG Members.

Wednesday October 14, 2015 7:00am - 8:00am
Convention Center Hall 1
  • CPE Eligible? No

8:00am

How to Use Fear To Your Advantage
Some consider George Kourounis to be fearless, but nothing could be further from the truth. It takes a certain kind of person to drive into the eye of a hurricane, to dangle from a rope over a steaming volcano or to jump into a pond with thousands of hungry piranhas, and although Kourounis has done all these things (and much more), he was not without fear.  While the adventures you experience at GPUG Summit are less life threatening, your adrenaline may still run high: perhaps you're presenting a session for the first time, or back at the office you're undertaking an upgrade or implementing a new add-on. By understanding why we are afraid to do something and by analyzing the possible outcomes, Kourounis shows that fear is not only something that can be managed & controlled, it is a vital element to accomplishing anything worthwhile.  Whether in business, personal challenges or extreme exploration, fear is what gives us an edge. Kourounis teaches us how to harness our fear, and use it to our advantage.
This is a general session for all UG groups.

Speakers
avatar for George Kourounis

George Kourounis

George,  Kourounis is a storm-chaser and the host of Angry Planet, his own adventrure TV program wich has been broadcasted in over 100 countries.  With his camera rolling, he dives into weather that most people run away from.  Kourounis is a member of the Explorers Club, the Royal Canadian Geographic Societ, the Canadian Council for Geographic Education, and was nominated for a Gemini award for his work on Angry Planet.


Wednesday October 14, 2015 8:00am - 9:15am
Convention Center Hall 3

9:15am

Break with Refreshments - Move to Atlantis
Move to Atlantis - Enjoy a Break with Refreshments
Move to the Atlantis location and enjoy light refreshments and networking in between sessions.

Wednesday October 14, 2015 9:15am - 9:45am
The Mekorma Hub
  • CPE Eligible? No

9:45am

Build Dashboards with Confidence
Does your chief executive officer (CEO) or chief financial officer (CFO) keep asking for a dashboard? Come learn how to get started building one using your company's data from Dynamics GP and every accountant's favorite tool, Microsoft Excel. You will leave this session with the confidence and tools necessary to build a dashboard for your organization.
This session will be repeated Thursday at 2:00.

Speakers
avatar for Mark Polino

Mark Polino

Senior Consultant, Integrated Business Group
I'm a Microsoft MVP for Dynamics GP and a consultant with IBG in Orlando. I run the DynamicAccounting.net website dedicated to all things GP. I'm also the author/coauthor of 5 Dynamics GP books and 1 novel.


Wednesday October 14, 2015 9:45am - 10:45am
Grand Ballroom 3

9:45am

Dynamics GP Streamlined: Stay in the Fast Lane!
Use the latest enhancements or little-known features to be sure you're using Microsoft Dynamics GP as fast as you can! We will cover tips that ALL Users can take advantage of with a few pointers in specific module areas. Whether you have used Dynamics GP for years, or are a newbie, you will get some great information from this session to take back and share with your co-workers!

Speakers
AG

Abra Gilman

Senior Consultant/Acct Mgr., Collins Computing
Microsoft Dynamics GP and CRM implementation, training, development, support and project management.
avatar for Rick Zich

Rick Zich

President, Mr Beer
Financial executive with experience in all aspects of accounting, auditing and financial management. More specifically have worked closely with the owners of small/medium sized businesses (5-25MM) to help develop strong management teams and the systems needed to push their companies to the next level. | | Have significant experience in both manufacturing and information systems which help in identifying key needs from those departments... Read More →


Wednesday October 14, 2015 9:45am - 10:45am
Grand Ballroom 1

9:45am

How to Soar Through Your Month- and Year-End Closing
Dig into the important steps required to close out your month and fiscal year in Microsoft Dynamics GP. In this session, you'll pick up valuable time-saving tips and orderly tasks so that you can hammer through this journey easily, efficiently and without missing a step.

Speakers
avatar for Bob McAdam

Bob McAdam

Vice President of Finance, Dynamic Communities
I've been involved with GPUG since the day after it was launched. We're working hard to grow this community quickly & efficiently as we shine a bright light on Microsoft Dynamics GP - seven days a week. I'm also a co-host at www.enterprisesoftwarepodcast.com so please check it out for industry news/views/reviews.


Wednesday October 14, 2015 9:45am - 10:45am
Paradise D

9:45am

Take Back Control: How to Manage Your Chart of Accounts
To manage your Chart of Accounts, you can shrink it, expand it, change it and protect it. We'll go over the often-ignored settings on the Account Maintenance card, as well as the undocumented method to shrink your account format.

Speakers

Wednesday October 14, 2015 9:45am - 10:45am
Grand Ballroom 2

9:45am

GPUG User Members: We Want Your Feedback on GPUG Membership Benefits!
GPUG would like to hear from you regarding your membership experiences. Attend this round table discussion to share your feedback on GPUG programs and member benefits. What do you recommend that we stop, start and keep doing? How can we build the community? Come with ideas! Seating is limited. To apply for a seat at the round table, please register here: https://www.surveymonkey.com/r/Userideas. We will confirm round table participants prior to the conference.

Speakers
avatar for Lisa Sluke

Lisa Sluke

Director of Membership, Dynamic Communities


Wednesday October 14, 2015 9:45am - 10:45am
Executive Board Room

9:45am

Learn How To Make Your Business More Dynamic With New Features & Upgrades
In this session, we'll provide an overview of the top features in the latest releases of Microsoft Dynamics GP. You'll walk away with the top reasons you should consider upgrading to Microsoft Dynamics GP 2015 R2.

Speakers
avatar for Brian Meier

Brian Meier

Principal Program Manager, Microsoft


Wednesday October 14, 2015 9:45am - 10:45am
Emerald A

9:45am

Microsoft Dynamics GP Watchmen: Security Procedures
Managing your Microsoft Dynamics GP security matrix is a critically important and complex job. Participate in this session to discover how others are managing organization-wide security for Microsoft Dynamics GP. We'll entertain approaches for addressing Microsoft Dynamics GP security and discuss ways to make it easier and better for all, especially administrators.

Speakers
avatar for Jeff Soelberg

Jeff Soelberg

Vice President, Fastpath
I am the Vice President at Fastpath, and certified in Risk and Information Systems Control (CRISC), as well as in Microsoft Dynamics GP with over 15 years of experience in Microsoft Dynamics. Fastpath was Named 2012 Industry Leader by Institute of Internal Auditors and is a leading provider of audit, security and compliance solutions for Microsoft Dynamics with over 600 installations in 30+ countries.


Wednesday October 14, 2015 9:45am - 10:45am
Grand Ballroom 5

9:45am

Let the Source Be With You - CustomerSource
CustomerSource is new and improved! Join this session and get a glimpse into the new look of the tool that is designed to help you successfully use and engage your ERP solution. Find out where the information is housed, how to search for what you need, locate trainings and more.
This is a cross-conference session and will be shared by other User Group Members.

Speakers
AF

Arlin Fisher

Sr. Product Manager, Microsoft


Wednesday October 14, 2015 9:45am - 10:45am
Convention Center Room A1

9:45am

Huddle Hour: New Dynamics GP Users
During this one-hour session you will find others who have at least one thing in common with you: They are new to using Dynamics GP. The first part of the hour will go over valuable resources new Users can leverage. Then the rest of the time will be spent in small groups discussing challenges and sharing tips within diverse roles. Then we will convene as one large group to share what was discussed so everyone can learn!

Speakers
avatar for Steve Burney

Steve Burney

Financial Systems Senior Analyst, Correct Care Solutions, LLC
Steve has been enjoying the Great Plains experience for over 30 years and is looking forward to more.
avatar for Jennifer Stango

Jennifer Stango

Director, Dynamics GP, Tribridge
GPUG Member for 3 Years! On the GPUG Advisory Board | Worked with Dynamics GP for 14 Years | Former Customer - MFG\Distribution | Recovering Cost Accountant | Experience In Distribution, Manufacturing, HR/PR, and Healthcare Industries


Wednesday October 14, 2015 9:45am - 10:45am
Grand Ballroom 4

9:45am

Manufacturing Tips and Tricks in Dynamics GP
If you use Manufacturing in Dynamics GP this is a must session for you! Learn about all the different setup and processing options available in Dynamics GP Manufacturing and the impact your decisions have on manufacturing usage.

Speakers
avatar for Dan Abernathy

Dan Abernathy

Managing Director, Manufacturing Resource Partners


Wednesday October 14, 2015 9:45am - 10:45am
Treasures C & D

9:45am

Maximizing SQL Server Performance for Microsoft Dynamics
Increase your confidence and knowledge as we explore how to maximize the performance of a SQL Server running Microsoft Dynamics databases. We will also briefly review the settings and maintenance items you should be using, along with other important things you can do to increase performance, including off-load reporting and data warehousing.

Speakers
avatar for John Lowther

John Lowther

Cloud Applications Administrator, Njevity, Inc.
Cloud Applications Administrator for Njevity, Inc. | Past Chairman of the Board of Advisors for the Dynamics GP User Group (GPUG) Leader of several of the GPUG Special Interests Groups (SIGs) (DBA, & Sys Admin) Published author in the User Group Magazines. One of the first three GPUG All Stars. With 20+ years as a developer, 15+ years as a DBA, and 10+ years with Microsoft Dynamics GP And multiple other things GP and SQL related


Wednesday October 14, 2015 9:45am - 10:45am
Grand Ballroom 6

9:45am

This... IS… GeoPardy!!
Learn more about Human Resources (HR) and Payroll in the style of Jeopardy! In true quiz show form there will be an interactive question and answer challenge with the audience!

Speakers
avatar for Shawn Dorward

Shawn Dorward

Shawn is a GPUG All Star and has been a Dynamics GP user since 1996. Shawn specializes in procedural enhancements for all core modules and has a very deep understanding of the data structure that provides Dynamics GP its robust capabilities. As a finance and technology professional, Shawn prides himself on being part of the ever-changing, fast-paced world of IT and Finance.
avatar for Sarah Salzman

Sarah Salzman

Customer Strategy Manager, Tribridge
I have over 10 years of experience in the Microsoft channel with an emphasis on Microsoft Dynamics. As Customer Strategy Manager, I manage existing customer accounts with a focus on building loyalty. My goal is to provide products, services and guidance to customers to help get the most out of their Microsoft solutions.


Wednesday October 14, 2015 9:45am - 10:45am
Emerald B

9:45am

How to Shine a Spotlight on Your SSRS Reports
Find out how to make your SQL Server Reporting Services (SSRS) reports stand out and do things you didn't think were possible!

Speakers
avatar for Aaron Back

Aaron Back

Senior Application Specialist, CareSource
Aaron Back is an IT Professional with many years of experience in the IT industry. He is very active in the GPUG Community through GPUG Collaborate postings, Special Interest Group (SIG) Speaker, GPUG Summit Speaker, and Microsoft Convergence GPUG Panelist. He is also the VP Communications CRMUG Ohio River Valley Chapter, Vice Chairman of the GPUG Ohio Chapter and GPUG Chairman of the Board. Most recently, Aaron was the recipient of the GPUG... Read More →


Wednesday October 14, 2015 9:45am - 10:45am
Paradise B

9:45am

Management Reporter: 50 Tips in 50 Minutes
Do you need some quick tips for Management Reporter? Make efficient use of your time and attend this session for 50 tips in 50 minutes. In this session we will cover report design, shortcuts and report distribution tips in a fast-paced format that will help you get more out of your solution. This is a cross-conference session and will be shared by other user group members.

Speakers
avatar for Noah Moseley

Noah Moseley

Managing Partner, MSX Group
Noah specializes in consulting services for Management Reporter, Forecaster and FRx for Microsoft Dynamics ERP. With over 15 years of experience implementing these products, clients and partners have an expert resource to assist them with report creation, budget setup and training. Email Noah.Moseley@MSXGroup.com with any questions you may have on these products. Noah will also be at Booth #343 if you would like to meet him in person while in... Read More →


Wednesday October 14, 2015 9:45am - 10:45am
Paradise A

9:45am

SmartList Builder Laid Bare
This session will open up the closet on one of your peer's SmartList and SmartList Builder environments. We will dig into a real-life scenario and discuss why they decided to build theses lists in SLB, as well as how they found the data and what functions they used and why. We will learn from their mistakes and, as a group, make suggestions on improvements. This is a highly interactive session where we review, praise and critically analyze one company's implementation of SmartList Builder.

Speakers
avatar for Michelle Kocher

Michelle Kocher

Director of Operations, Delta Medical Systems
As the Director Operations at Delta Medical Systems, I oversee Delta's daily operational activities. I was part of the initial team at Delta to implement Dynamics GP with Field Service and have since become the company's GP Power User. My GP strengths are in the area of Field Service and Reporting, more specifically SmartList, Excel Reports, SSRS, and using Smartconnect.
avatar for Martin Olsen

Martin Olsen

eOne Solutions, eOne Solutions
I lead a team of great people who developer software in the Microsoft Dynamics space. We have more than 20,000 copies of out software sold to Dynamics Customers. Our flagship product right now is SmartConnect which is beating all sales targets by a long way. SmartConnect is an integration tool for CRM that can connect CRM with all your other business systems and cloud tools that you use as an organization. People often ask me how... Read More →


Wednesday October 14, 2015 9:45am - 10:45am
Paradise C

9:45am

5 Tips for Success with eCommerce and Dynamics GP
Microsoft MVP Steve Endow will discuss six valuable tips to help you successfully implement eCommerce with Dynamics GP. Whether you are a Dynamics GP User considering offering eCommerce or you are looking to upgrade an existing eCommerce web site, Steve will share his experience and advice on how to avoid some common pitfalls while getting the most out of your project.

Speakers
avatar for Steve Endow

Steve Endow

Owner, Precipio Services
Steve specializes in Microsoft Dynamics GP integrations, customizations, and process automations that reduce or eliminate data entry, helping conserve valuable employee time.


Wednesday October 14, 2015 9:45am - 10:45am
Treasures A & B

9:45am

Calling all Geeks! Find out how Apps work with Dynamics GP
This session will cover what tools are available in creating Apps to work with Dynamics GP. You'll hear from a couple of App veterans on what tools they have used and what they learned from their experiences.

Speakers
avatar for Mariano Gomez Bent

Mariano Gomez Bent

Executive VP, Intelligent Partnerships, LLC
I am a technology professional with over 20 years of experience delivering ERP and CRM implementations and multiplatform systems integrations for organizations across the Americas, Europe, and the Middle East in a wide variety of industries. I hold a Management Information Systems/Technology Administration degree from the University of Phoenix and BS in Systems Engineering from the Universidad Antonio Nariño in Colombia. I am also a Project... Read More →
avatar for David Musgrave

David Musgrave

Managing Director, Winthrop Development Consultants
David Musgrave is Managing Director of his own development and consulting business. Based in the suburb of Winthrop in Perth, Western Australia, Winthrop Development Consultants offers a range of Microsoft Dynamics GP add-on products as well as development, consulting and training services to the ISVs, partners and customers of the Microsoft Dynamics GP community. | | David is known for his many products including GP Power Tools... Read More →



Wednesday October 14, 2015 9:45am - 10:45am
Grand Ballroom 7

9:45am

50 Tips in 50 Minutes: Upgrading Microsoft Dynamics GP
GPUG Members love 50 Tips! We are going to give you 50 powerful upgrading tips in 50 minutes! It's a fun challenge for us to fire out tips that can make a huge difference in how you handle your next upgrade. This is a must attend for ALL roles!

Speakers

Wednesday October 14, 2015 9:45am - 10:45am
Paradise E

9:45am

Everything You Need to Know About Upgrading - Go All IN!
Mark Huff will share valuable resources you can refer to when doing an upgrade. It will not only be enlightening to discover all the help available, but these resources will also be great tools before the upgrade, during heads down research and planning. After you are wowed by these tools, Mark will walk through the GPUG Upgrade Resource Tool Kit so that you understand what is available for your next upgrade.

Speakers

Wednesday October 14, 2015 9:45am - 10:45am
Emerald C

10:45am

Networking Break with Refreshments
Use this opportunity to network in between sessions.

Wednesday October 14, 2015 10:45am - 11:00am
The Mekorma Hub
  • CPE Eligible? No

11:00am

Improve Your BI Strategy: Incorporate Analysis Cubes
If you own Microsoft Dynamics GP, you also own a fully functional set of OLAP Analysis Cubes built on Microsoft SQL Server Analysis Services. Dynamics GP Analysis Cubes offer out-of-the-box business intelligence (BI) in many modules, including Accounts Receivable, Accounts Payable, Inventory, and the General Ledger. We'll go through integrating these cubes into your BI strategy and how to build quick, refreshable BI Reports using Microsoft Excel and the Dynamics GP Analysis Cubes.

Speakers
avatar for Rod O'Connor

Rod O'Connor

Owner, Briware Solutions Inc.
I am passionate about helping companies get the most from their Dynamics GP investment.


Wednesday October 14, 2015 11:00am - 12:00pm
Grand Ballroom 3

11:00am

Automating AP: Beyond the Sales Pitch
Thinking of digitizing and automating your accounts payable (AP)? Have you seen the demos, but aren’t sure what’s next? This is a guide to automating and digitizing AP from a User’s perspective. Lessons learned, questions to ask, and more.

Speakers
avatar for Kathy Kim

Kathy Kim

Director of Finance, Donor Network of Arizona
AZ GPUG Chapter, financials, automating A/P


Wednesday October 14, 2015 11:00am - 12:00pm
Grand Ballroom 1

11:00am

Manage 1099s and Keep the IRS Off Your Back
In this session we’ll review best practices on how to setup 1099 vendors in Dynamics GP, validate your recipient TaxIDs, and manage options for printing and e-filing 1099s. Come with questions and you will walk out with a plan based on best practices in managing 1099s.

Speakers
MV

Molly Van Kampen

Director of Sales, Greenshades Software
MM

Mike McDowell

Chief Operations Officer, Mekorma


Wednesday October 14, 2015 11:00am - 12:00pm
Grand Ballroom 2

11:00am

Stop the Madness: How to Balance the GL
Come to this session to learn common mistakes and the best way to prevent them in the future. We will cover the best reports to print each month and how to use SmartList, Navigation Lists and Inquiries to troubleshoot issues. We will also cover settings that can prevent issues in the future.

Speakers
avatar for Amber Bell

Amber Bell

Training and Implementation Specialist, CAL Business Solutions Inc.
I have been training companies to get the most out of GP since about 1999. I have trained people throughout the country. No matter what you are selling or providing to your customers, you need to be able to close your books and trust your data. I am very excited to be a presenter at GPUG summit. I look forward to meeting and helping you!!


Wednesday October 14, 2015 11:00am - 12:00pm
Paradise D

11:00am

Integrate Dynamics GP Web & Desktop Client Deployment
You can use, deploy and easily manage Microsoft Dynamics GP Web Client in multiple ways. In this session, we will discuss how the mixed mode deployment of Web Client can be a strategic asset for your company. We will also share how companies are successfully using the Web Client today.

Speakers
DA

Daryl Anderson

Senior Program Manager, Microsoft
As a Senior Program Manager for Microsoft Dynamics GP, Daryl Anderson is responsible for the functional design of new Microsoft Dynamics GP features. His primary focus areas include system level features such as security, deployment and services. Daryl has 20+ years of Microsoft Dynamics GP experience, serving in roles across both product development and support.


Wednesday October 14, 2015 11:00am - 12:00pm
Grand Ballroom 5

11:00am

Oh, the Places You'll Go! Microsoft Dynamics GP 2013 to 2015 R2: Financials
Between Microsoft Dynamics GP 2013, GP 2013 R2 and GP 2015, more than 250 new features have been added, giving you more value than any other release. In this session, we'll provide an overview of the top features in the latest release of Microsoft Dynamics GP for core financials.

Speakers
avatar for Katie Traynor

Katie Traynor

Senior Solutions Consultant, Microsoft
I've worked with Microsoft Dynamics GP for 18 years in the development area. I enjoy interacting with customers and partners to learn how we can improve their business success. I am married to a former Microsoft/GP employee, we have 3 sons and we enjoy spending time at a Minnesota lake cabin.


Wednesday October 14, 2015 11:00am - 12:00pm
Emerald A

11:00am

Routines in Dynamics GP:  Gotta Have ’em
Do you go through the same Dynamics GP processing steps every day, week, month, and so on?  Come and learn how to set up your routine processes in the application so anyone can step into the process, improving your organization's efficient use of Dynamics GP!

Speakers
avatar for Viola Shoell

Viola Shoell

Business Systems Analyst, Franklin PUD
Ask me about reporting. My passion is getting all of that information out that has been so carefully put in.


Wednesday October 14, 2015 11:00am - 12:00pm
Paradise E

11:00am

Huddle Hour: Industry Mixer!
When entering this session you'll find tables labeled by industry. This is your chance to find others who are in similar industries! You will then discuss challenges, tips and discuss ISV solutions and other things that effect your industry.

Speakers
avatar for Denise Brown

Denise Brown

Assistant Controller, Hoosier Energy Rural Electric Cooperative, Inc
I am the Indiana GPUG Chapter leader...talk to me about anything GPUG. I also am a self proclaimed data miner and love to bring together data with people who are seeking it.
avatar for Steve Burney

Steve Burney

Financial Systems Senior Analyst, Correct Care Solutions, LLC
Steve has been enjoying the Great Plains experience for over 30 years and is looking forward to more.
avatar for Kim Peterson

Kim Peterson

Director, GPUG
GPUG Members! | Kim Peterson has over 33 years’ experience in building and supporting the Microsoft Dynamics GP community by working with Microsoft, Partners and Customers. For the first 21 years of her career she was employed by Great Plains Software and then Microsoft Dynamics after the acquisition of Great Plains Software by Microsoft in 2001. During her tenure at Microsoft and Great Plains Software, Kim held roles covering different... Read More →


Wednesday October 14, 2015 11:00am - 12:00pm
Grand Ballroom 4

11:00am

50 Tips in 50 Minutes: Field Service
Maximize your learning with 50 Field Service tips in 50 minutes! We will cover equipment maintenance, service calls, contract administration, returns management, depot management, and more.

Speakers
avatar for Michelle Kocher

Michelle Kocher

Director of Operations, Delta Medical Systems
As the Director Operations at Delta Medical Systems, I oversee Delta's daily operational activities. I was part of the initial team at Delta to implement Dynamics GP with Field Service and have since become the company's GP Power User. My GP strengths are in the area of Field Service and Reporting, more specifically SmartList, Excel Reports, SSRS, and using Smartconnect.


Wednesday October 14, 2015 11:00am - 12:00pm
Treasures C & D

11:00am

SharePoint - It's All a Blur
Ever wonder how you should deploy your Microsoft SharePoint? Attend this session and you’ll hear from three subject matter experts (SME's) about their experience on premise and in the cloud. You’ll hear what to do and what not to do – depending on what you hope to accomplish. You won't be in the “blur” after this session!

Speakers
avatar for David Long

David Long

Director SharePoint Practice, Tribridge
avatar for Joseph Markovich

Joseph Markovich

IT Manager, Okaya Electric America
avatar for Jeff Morlen

Jeff Morlen

Network Engineer, Delta Medical Systems, Inc.
I'm an IT professional with over 20 years of experience in servers, networking, security and online technologies. I've been with Delta Medical Systems for over 5 years and maintain our virtualized network, applications and our online presence. I'm passionate about teaching others to use the tools they have at their disposal and how to get low cost solutions up and running.


Wednesday October 14, 2015 11:00am - 12:00pm
Grand Ballroom 6

11:00am

51 Tips in 50 Minutes: Human Resources and Payroll
This session will provide basic tips to use in the daily processing of Human Resources and Payroll information in Microsoft Dynamics GP 2015. We'll review unique features of the product, share valuable tips, and provide insight on how the modules integrate with one another.
This session will be repeated on Friday at 1:00.

Speakers
avatar for Terry Heley

Terry Heley

Escalation Engineer, Microsoft


Wednesday October 14, 2015 11:00am - 12:00pm
Emerald B

11:00am

A High-Level Overview Of Financial Reporting with Management Reporter
New to Management Reporter? This is the perfect session for you. Learn from the experts how to create, generate, archive and distribute your financial statements. Create your income statements, balance sheet statements, cash flow statements and any other supporting schedules from your general ledger with this easy-to-use Microsoft application.

Speakers
avatar for Noah Moseley

Noah Moseley

Managing Partner, MSX Group
Noah specializes in consulting services for Management Reporter, Forecaster and FRx for Microsoft Dynamics ERP. With over 15 years of experience implementing these products, clients and partners have an expert resource to assist them with report creation, budget setup and training. Email Noah.Moseley@MSXGroup.com with any questions you may have on these products. Noah will also be at Booth #343 if you would like to meet him in person while in... Read More →


Wednesday October 14, 2015 11:00am - 12:00pm
Paradise A

11:00am

Refreshable Excel Reports - The Rest Of The Story…
There have been many sessions on deploying Refreshable Excel Reports for Dynamics GP, but little time has been spent on security setup. This session will demonstrate a security configuration that once setup is very easy to maintain. We will use Active Directory groups to manage all aspects of the security model so all you have to do is add or remove users to groups to allow or deny access to a series of reports.
This session will be repeated on Friday at 3:30 p.m.

Speakers
TS

Tylor Schienke

Business Systems Analyst, Batteries Plus LLC


Wednesday October 14, 2015 11:00am - 12:00pm
Paradise C

11:00am

What Next: Understanding SQL Report Security
So you created a SQL report. Great. What next? Security for SQL reports is not only misunderstood, but often misapplied - leaving gaps in your security strategy. This session will walk through the security structure, so you leave understanding how to apply security that will be meaningful and understandable.


Wednesday October 14, 2015 11:00am - 12:00pm
Paradise B

11:00am

User Confessions: How Dynamics GP 2015 Changed My Life
Users just like you will share how they are using the new features of Dynamics GP 2015 to improve their work.


Wednesday October 14, 2015 11:00am - 12:00pm
Treasures A & B

11:00am

GPUG APP-Off!
We all need to move to adding Apps in our daily routine. GPUG is hosting its first "APP-Off" where Members will show Apps that they developed while working with Dynamics GP. It's a showcase but also a contest. The winner will show their creation at Friday's General Session.

Speakers
avatar for Mariano Gomez Bent

Mariano Gomez Bent

Executive VP, Intelligent Partnerships, LLC
I am a technology professional with over 20 years of experience delivering ERP and CRM implementations and multiplatform systems integrations for organizations across the Americas, Europe, and the Middle East in a wide variety of industries. I hold a Management Information Systems/Technology Administration degree from the University of Phoenix and BS in Systems Engineering from the Universidad Antonio Nariño in Colombia. I am also a Project... Read More →
avatar for Thomas Garcia

Thomas Garcia

President, ICON Business Consulting, LLC
avatar for David Musgrave

David Musgrave

Managing Director, Winthrop Development Consultants
David Musgrave is Managing Director of his own development and consulting business. Based in the suburb of Winthrop in Perth, Western Australia, Winthrop Development Consultants offers a range of Microsoft Dynamics GP add-on products as well as development, consulting and training services to the ISVs, partners and customers of the Microsoft Dynamics GP community. | | David is known for his many products including GP Power Tools... Read More →


Wednesday October 14, 2015 11:00am - 12:00pm
Grand Ballroom 7

11:00am

Embrace the New: Business Portal Timesheet & Expense Reports Transition
Do you use Project Accounting and track Time & Expenses for your employees? With the upgrade to Dynamics GP 2015 the good ol’ fashioned Business Portal (aka BP) goes away and with that comes the need to setup a whole new environment to continue to track your TS & EE reports. This session will help you transition from Dynamics GP 2010/2013 to the new Dynamics GP 2015 ESS.

Speakers
avatar for Beat Bucher

Beat Bucher

Sr. Business Analyst, Dynamics GP MVP, Forensic Technology Inc.
Beat is using Microsoft Dynamics Great Plains since version 7.x back in 2003. Learned up the ins & outs of the system, mainly by creating reports and Excel queries linked to the back-end of the system. He has been working with SQL server for several years, coming from a main-frame background with DB2 and ISAM files. Recently started to work with SQL 2012 and SSAS. Uses various reporting tools for many years, like Crystal Reports, Excel, Report... Read More →


Wednesday October 14, 2015 11:00am - 12:00pm
Emerald C

12:00pm

Community Theater in the Expo
12:20pm - 12:35pm - User Group Academy Sessions - Deep Dive Learning Year Round
12:40pm - 12:55pm - American Cancer Society - The Story Behind the Group
1:00pm - 1:15pm - Excel Tips and Tricks

Speakers
avatar for Rich Beliveau

Rich Beliveau

Academy Director, Dynamic Communities Inc.
avatar for Tara Grant

Tara Grant

VP of Marketing, Jet Reports


Wednesday October 14, 2015 12:00pm - 1:15pm
Convention Center Halls 1 & 2

12:00pm

Meet Your Neighbors During Lunch & Expo
The Meal Hall provides attendees with organized networking opportunities over lunch! Look for the designated GPUG seating area. Each table is split up by state and in alphabetical order, so you will easily be able to locate, join in, and enjoy lunch with local Dynamics GP peers, chapter leaders, and product experts near you. If you don’t see a table that corresponds with your location, talk to a Member about starting a Chapter in your area. We will also have an area unlabeled if you’d simply like to eat and get to know other GPUG Members.
Then visit the Expo to take advantage of this final opportunity to browse some of the top products and solutions available through the Dynamics Partner community.

Wednesday October 14, 2015 12:00pm - 1:15pm
Convention Center Halls 1 & 2
  • CPE Eligible? No

1:15pm

GPUG Welcome and Dynamics IDOL!
Are you All IN? GPUG welcomes you to the conference by recognizing the dedication of many Members in the Community. We'll take time to share wonderful experiences and what makes GPUG unique. Then we will kick on over to Dynamics IDOL, a fast-paced session where GPUG All-Stars share their favorite tip, trick, or shortcut they have learned over the years. The audience votes on which GPUG All-Star blew their socks off and you will walk away with invaluable tips that have made a difference in our GPUG All-Stars' lives!

Speakers
avatar for Aaron Back

Aaron Back

Senior Application Specialist, CareSource
Aaron Back is an IT Professional with many years of experience in the IT industry. He is very active in the GPUG Community through GPUG Collaborate postings, Special Interest Group (SIG) Speaker, GPUG Summit Speaker, and Microsoft Convergence GPUG Panelist. He is also the VP Communications CRMUG Ohio River Valley Chapter, Vice Chairman of the GPUG Ohio Chapter and GPUG Chairman of the Board. Most recently, Aaron was the recipient of the GPUG... Read More →
avatar for Shawn Dorward

Shawn Dorward

Shawn is a GPUG All Star and has been a Dynamics GP user since 1996. Shawn specializes in procedural enhancements for all core modules and has a very deep understanding of the data structure that provides Dynamics GP its robust capabilities. As a finance and technology professional, Shawn prides himself on being part of the ever-changing, fast-paced world of IT and Finance.
AG

Abra Gilman

Senior Consultant/Acct Mgr., Collins Computing
Microsoft Dynamics GP and CRM implementation, training, development, support and project management.
avatar for Michelle Kocher

Michelle Kocher

Director of Operations, Delta Medical Systems
As the Director Operations at Delta Medical Systems, I oversee Delta's daily operational activities. I was part of the initial team at Delta to implement Dynamics GP with Field Service and have since become the company's GP Power User. My GP strengths are in the area of Field Service and Reporting, more specifically SmartList, Excel Reports, SSRS, and using Smartconnect.
avatar for Bob McAdam

Bob McAdam

Vice President of Finance, Dynamic Communities
I've been involved with GPUG since the day after it was launched. We're working hard to grow this community quickly & efficiently as we shine a bright light on Microsoft Dynamics GP - seven days a week. I'm also a co-host at www.enterprisesoftwarepodcast.com so please check it out for industry news/views/reviews.
avatar for Kim Peterson

Kim Peterson

Director, GPUG
GPUG Members! | Kim Peterson has over 33 years’ experience in building and supporting the Microsoft Dynamics GP community by working with Microsoft, Partners and Customers. For the first 21 years of her career she was employed by Great Plains Software and then Microsoft Dynamics after the acquisition of Great Plains Software by Microsoft in 2001. During her tenure at Microsoft and Great Plains Software, Kim held roles covering different... Read More →
avatar for Sarah Salzman

Sarah Salzman

Customer Strategy Manager, Tribridge
I have over 10 years of experience in the Microsoft channel with an emphasis on Microsoft Dynamics. As Customer Strategy Manager, I manage existing customer accounts with a focus on building loyalty. My goal is to provide products, services and guidance to customers to help get the most out of their Microsoft solutions.


Wednesday October 14, 2015 1:15pm - 2:30pm
Convention Center Hall 3

2:30pm

Networking Break with Refreshments
Use this opportunity to network in between sessions.

Wednesday October 14, 2015 2:30pm - 3:00pm
The Mekorma Hub
  • CPE Eligible? No

3:00pm

Microsoft Operations Partner Focus Group
Do you have questions or feedback about Microsoft incentives programs, including Cloud Solutions Provider (CSP), Microsoft Products and Services Agreement (MSPA) and the Certified Software Advisor (CSA)? Are you interested in hearing about the FY16 Microsoft Operations strategy and what’s coming soon? Join us for an open discussion session with the Americas Director of Operations Jeff Hensel.


Wednesday October 14, 2015 3:00pm - 4:00pm
Executive Board Room

3:00pm

All-Star Panel: Learn How Multi-Entity Management Helps You by Binary Stream
Learn how Multi-Entity Management can help you... straight from our customers! This session will feature a panel of customers who will share how Multi-Entity Management helps save their business time and money. Learn how Multi-Entity Management can help you successfully consolidate databases and automate intercompany processing.

Speakers

Wednesday October 14, 2015 3:00pm - 4:00pm
Grand Ballroom 2

3:00pm

Dynamics ISV Jeopardy by Rock-n-Rave
Join us for a game of Dynamics Independent Software Vendor (ISV) Jeopardy with your top ISV hosts: Accountable Software, ASC, mc2 and Mekorma. Learn about Warehouse Management Systems, Intercompany and Automation, GP Reporting and Business Intelligence (BI), Magnetic Ink Character Recognition (MICR) and more in a fun and interactive format. Everybody walks away a winner!

Wednesday October 14, 2015 3:00pm - 4:00pm
Grand Ballroom 7

3:00pm

EDI Best Practices: Integrating Your Supply Chain with Dynamics GP by Data Masons Software
If you have been asked to implement Electronic Data Interchange (EDI) in your company, upgrade your Dynamics GP with EDI-related customizations or improve upon the EDI solution currently in use in your company, you'll want to join Data Masons as we share 10 Best Practices for a successful EDI implementation. We will also showcase Dynamics GPUG Members and their use cases including challenges, how they have been able to successfully implement EDI, and benefits experienced so far.

Speakers
avatar for Brian Lynch

Brian Lynch

Business Development Manager, Data Masons
I'm interested in talking with the Dynamics community about integrated EDI. I love understanding and helping to solve some of the challenges around supply chain automation including use of technology such as EDI/XML to help solve the problem.


Wednesday October 14, 2015 3:00pm - 4:00pm
Treasures C & D

3:00pm

Go Paperless with doc-link™ Document Management and Workflow Solution by Altec
Don't have time to deal with outdated practices? Be smart. Adopt software that scans/routes documents, creates alerts, customizes forms, automates workflows and accesses files from any device! We'll address key vendor considerations, showcase creative ways to expedite processes and demonstrate Altec's powerful CfMD document management workflow solution: doc-link. Go paperless with doc-link in any department, with any process and anywhere.


Wednesday October 14, 2015 3:00pm - 4:00pm
Grand Ballroom 6

3:00pm

Making Microsoft Dynamics GP Work Simpler & Easier® by Rockton Software
Want to get the most out of your GP? Do you have deadbeats hogging your GP licenses? Did you want to reduce your transaction lookup speed from 17 seconds to 2 seconds? Do you want to track data changes in GP, including at the SQL level? Are your pricing updates ugly? Do you want access to any report, anytime, anywhere, on any device? If you answered YES to any of these questions, attend this showcase! 
This session will repeat on Thursday at 11:00.

Speakers
avatar for Alicia Weigel

Alicia Weigel

Technical Sales Team Lead, Rockton Software
Dynamics GP ISV | CRM Accounting


Wednesday October 14, 2015 3:00pm - 4:00pm
Paradise A

3:00pm

MetaViewer Paperless ERP for Microsoft Dynamics – Automating AP by Metafile
Too much paper causes inefficiencies in the workplace. This presentation demonstrates how MetaViewer takes the strain out of managing AP, AR and HR documents by eliminating manual data entry and streamlining financial processes. Experience MetaViewer, a proven AP automation solution, with electronic invoice and order capture, OCR, web-based workflow, real-time visibility, document retrieval and full Microsoft Dynamics ERP integration. With the MetaViewer Fast Track solution, you’ll be up and running in no time and within budget. Learn more at Booth 304 or visit www.metaviewer.com/for-microsoft-dynamics

Speakers

Wednesday October 14, 2015 3:00pm - 4:00pm
Paradise C

3:00pm

Mobile Time & Expense Made Easy by Olympic Systems
The shift towards mobile technology is reshaping the business landscape and creating opportunities to engage employees and clients like never before. This session will include new product introductions along with discussions on changing trends and business policy considerations for creating a mobile strategy for your business.

Speakers

Wednesday October 14, 2015 3:00pm - 4:00pm
Emerald C

3:00pm

Payroll Shouldn’t Be Painful by Greenshades Software
For years, Greenshades has been offering products and services to help make Dynamics GP payroll a more complete solution for today's business needs. With products to answer for new regulations, like Affordable Care Act and mandatory sick leave, as well as our long standing, best of breed tax compliance and employee services, Greenshades helps make in-house payroll easier.

Speakers
MV

Molly Van Kampen

Director of Sales, Greenshades Software


Wednesday October 14, 2015 3:00pm - 4:00pm
Emerald B

3:00pm

Security Audit and Compliance Solutions for Dynamics GP by Fastpath
Do you know where your risks are in Microsoft Dynamics GP? How do you know who can print checks? Who has your password? How do you monitor changes to critical data? Featuring segregation of duties analysis tools, audit trails and our innovative link between Microsoft Dynamics GP security and Active Directory, learn how Fastpath can make Dynamics GP easier and better for all, especially administrators.

Speakers
LP

Liz Piteo

Fastpath
avatar for Jeff Soelberg

Jeff Soelberg

Vice President, Fastpath
I am the Vice President at Fastpath, and certified in Risk and Information Systems Control (CRISC), as well as in Microsoft Dynamics GP with over 15 years of experience in Microsoft Dynamics. Fastpath was Named 2012 Industry Leader by Institute of Internal Auditors and is a leading provider of audit, security and compliance solutions for Microsoft Dynamics with over 600 installations in 30+ countries.


Wednesday October 14, 2015 3:00pm - 4:00pm
Paradise B

3:00pm

The AP Automation Show, Starring... You? By docSTAR
You could be chosen for a panel of accounting professionals selected on-the-spot during this session. Join docSTAR leaders Certified Public Accountant (CPA) and Chief Executive Officer (CEO) Tom Franceski, AP Automation Practice Leader Eric McCracken, and VP of Product Management Ray Emirzian, in a lighthearted, yet educational, discussion of accounts payable (AP) invoice processing challenges. They will address questions from an ad-hoc panel of your peers. This open forum format is sure to be lively and entertaining!

Speakers
avatar for Ray Emirzian

Ray Emirzian

VP of Product Management, docSTAR
avatar for Eric McCracken

Eric McCracken

AP Automation Practice Leader, docSTAR


Wednesday October 14, 2015 3:00pm - 4:00pm
Grand Ballroom 1

3:00pm

The Benefits of an Integrated eCommerce Web Store by k-eCommerce
Enhance the power of Microsoft Dynamics GP with an integrated eCommerce website. k-eCommerce creates a bi-directional flow of information from Dynamics GP to your web store, taking customer data, pricing, inventory and tax information from the Dynamics GP database and pushing it out to your web store. Likewise, as orders are placed online they are written back to Dynamics GP. All of this happens in real time, simplifying web store maintenance and improving your client's online experience.

Speakers
avatar for Giuseppe Ianni

Giuseppe Ianni

VP of Sales and Marketing, k-eCommerce
I possess 8+ years of sales management and consulting expertise in business application software covering Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM). At k-eCommerce, I am responsible for the successful management of the needs of the company's customers in order to meet the objectives of the company's overall business plans and strategies. I also works to educate the team with information of the market and... Read More →


Wednesday October 14, 2015 3:00pm - 4:00pm
Paradise E

4:00pm

Networking Break with Refreshments
Enjoy light refreshments and networking in between sessions.

Wednesday October 14, 2015 4:00pm - 4:30pm
The Mekorma Hub
  • CPE Eligible? No

4:30pm

Excel Shootout: Fast, Fun, & Dangerous
Come see three Excel experts compete to show you a huge pile of Excel tips. Attendees vote on the best tips from each presenter. If you think you know Excel, come see if you really know it. This session is fast, fun and occasionally dangerous. If you survive, you'll go back to the office a much better Excel User.

Speakers
avatar for Belinda Allen

Belinda Allen

Business Intelligence Program Manager, Njevity, Inc.
I am passionate about hobbies! I crochet, knit, sail, kayak, love movies, I make jewelry, clay pottery, play the Ukulele, host a book club, host a local inbound marketing group and ______ (you get the idea).OK, I'm a geek and a nerd, I LOVE Excel and BI!
avatar for Kalyn Kelly

Kalyn Kelly

Senior Consultant, Socius
I am a Senior BI and GP resource with Socius in Atlanta GA.
avatar for Mark Polino

Mark Polino

Senior Consultant, Integrated Business Group
I'm a Microsoft MVP for Dynamics GP and a consultant with IBG in Orlando. I run the DynamicAccounting.net website dedicated to all things GP. I'm also the author/coauthor of 5 Dynamics GP books and 1 novel.


Wednesday October 14, 2015 4:30pm - 6:00pm
Grand Ballroom 3

4:30pm

Multi-currency - Let's Go Deep!
A deep-dive session that walks through Dynamics GP Multi-currency set up step-by-step, including Management Reporter set-ups.

Speakers
avatar for Peggy Evleth

Peggy Evleth

Senior Associate, McGladrey
If you have questions about Multi-Currency, come find me. It's a specialty area for me and I know how confusing it can be.


Wednesday October 14, 2015 4:30pm - 6:00pm
Grand Ballroom 1

4:30pm

Role-Based Tips and Tricks: Finance Modules
Find out what other finance module Users are doing to increase accuracy, speed up work flow, and produce a higher quality work product. We'll share best practices and encourage roundtable discussions.

Speakers
avatar for Kathy Kim

Kathy Kim

Director of Finance, Donor Network of Arizona
AZ GPUG Chapter, financials, automating A/P
MM

Mike McDowell

Chief Operations Officer, Mekorma
avatar for Rick Zich

Rick Zich

President, Mr Beer
Financial executive with experience in all aspects of accounting, auditing and financial management. More specifically have worked closely with the owners of small/medium sized businesses (5-25MM) to help develop strong management teams and the systems needed to push their companies to the next level. | | Have significant experience in both manufacturing and information systems which help in identifying key needs from those departments... Read More →


Wednesday October 14, 2015 4:30pm - 6:00pm
Paradise D

4:30pm

Unleash Your ERP Potential with the Lesser-Known Gems of Microsoft Dynamics GP
In this session we will provide an overview of the underutilized modules and fun features in Microsoft Dynamics GP, such as Contract Admin, Lockbox, EFT, Encumbrance, Refund checks, SafePay, and more.

Speakers
KG

Kitty Geiger

IT Systems Architect, Netsmart Technologies


Wednesday October 14, 2015 4:30pm - 6:00pm
Grand Ballroom 2

4:30pm

A Practical Guide to Making Sense of Your Dynamics GP Data
Managing data is a common challenge among Microsoft Dynamics GP customers. Whether you have trouble finding data in the tables, making sense of the data, using the data to predict the future, or making data a strategic asset in your organization... it can be confusing. In this deep dive session, we will cover how to get to your data and provide tips on making it more powerful for you.


Wednesday October 14, 2015 4:30pm - 6:00pm
Emerald A

4:30pm

New Workflows in Dynamics GP 2015
With the release of Dynamics GP 2013 R2, Microsoft introduced new workflow functionality that removed the requirement for SharePoint integration. With the release of Dynamics GP 2015, this exciting functionality was expanded to include new types and the list is promised to grow. In this session we will cover how to install and setup the required components so that your Users can build their own workflows for Dynamics GP!

Speakers
avatar for Rod O'Connor

Rod O'Connor

Owner, Briware Solutions Inc.
I am passionate about helping companies get the most from their Dynamics GP investment.


Wednesday October 14, 2015 4:30pm - 6:00pm
Grand Ballroom 5

4:30pm

Lead with Your Strengths
Steve Jobs said “The only way to do great work, is to love what you do.” Most often the things we love to do come from our greatest strengths. The Gallup studies indicate that we are six times  as likely to be engaged in our jobs and more than three times as likely to report having an excellent quality of life in general if we have the opportunity to focus on our strengths every day. Join this presentation to learn more about Gallup Strengths Finder­ and how others have used their results successfully.
This is a cross-conference session and will be shared by other User Group members.


Wednesday October 14, 2015 4:30pm - 6:00pm
Convention Center Room D5

4:30pm

Let's Jam at JavaJam!
JavaJam is a 90-minute session that will offer you a unique opportunity to share and troubleshoot with other Dynamics GP professionals. You will have time to discuss your “wish list” of additional solutions and ideas that will further enable your efficiency when utilizing Dynamics GP. We will facilitate roundtable discussions with the end goal of tangible deliverables to report and share with sponsoring independent software vendors (ISVs), including Microsoft.

Speakers
avatar for Mark Rockwell

Mark Rockwell

President, Rockton Software
Life.
JS

Jenn Schoemer

Director of Operations, Rockton Software
I've been with Rockton Software for almost 9 yrs working in various rolls. Prior to Rockton I worked at Microsoft/Great Plains on the Payroll and Human Resources Support team. I know Rockton's products inside and out. If you are looking for ways to increase your work efficiencies or make working in GP simple and easy, let's chat!
avatar for Jennifer Stango

Jennifer Stango

Director, Dynamics GP, Tribridge
GPUG Member for 3 Years! On the GPUG Advisory Board | Worked with Dynamics GP for 14 Years | Former Customer - MFG\Distribution | Recovering Cost Accountant | Experience In Distribution, Manufacturing, HR/PR, and Healthcare Industries


Wednesday October 14, 2015 4:30pm - 6:00pm
Grand Ballroom 4

4:30pm

A Deep Dive into Sales Transaction Entry
Come to this session and learn about the features in Sales Transaction Entry that you may not even know exist.

Speakers

Wednesday October 14, 2015 4:30pm - 6:00pm
Treasures C & D

4:30pm

SQL Shootout
Come see the first ever SQL Shoot Out. Three SQL experts will compete to show you a huge pile of SQL tips. Attendees vote on the best tips from each presenter. If you think you know SQL, come see if you really know it. This session is fast, fun, and occasionally dangerous. If you survive, you will go back to the office with a greater understanding of SQL and know how to apply that knowledge on an everyday basis.

Speakers
avatar for Zubin Gidwani

Zubin Gidwani

Founder, Dynamic Budgets LLC
GP user since GP9 | Reformed Assistant Controller / Financial Systems Manager / Data Spellunker | SME on Budgeting, BI/Reporting, Document Management, Analytical Accounting, Project Costing, | GPUG All Star, Former Board of Advisors, Summit and Convergence Content Steering Committees | | Couldn't find a GP Budgeting solution, didn't expect MS to replace Forecaster on time, so we mobilized and built Dynamic Budgets to fill the gap for... Read More →
avatar for John Lowther

John Lowther

Cloud Applications Administrator, Njevity, Inc.
Cloud Applications Administrator for Njevity, Inc. | Past Chairman of the Board of Advisors for the Dynamics GP User Group (GPUG) Leader of several of the GPUG Special Interests Groups (SIGs) (DBA, & Sys Admin) Published author in the User Group Magazines. One of the first three GPUG All Stars. With 20+ years as a developer, 15+ years as a DBA, and 10+ years with Microsoft Dynamics GP And multiple other things GP and SQL related


Wednesday October 14, 2015 4:30pm - 6:00pm
Grand Ballroom 6

4:30pm

HRP Data Mining - Exploring the HRP Tables
We will take some time exploring the Human Resource Planning (HRP) tables and going over some tips and tricks to help you make use of the data when reporting.

Speakers
avatar for Shawn Dorward

Shawn Dorward

Shawn is a GPUG All Star and has been a Dynamics GP user since 1996. Shawn specializes in procedural enhancements for all core modules and has a very deep understanding of the data structure that provides Dynamics GP its robust capabilities. As a finance and technology professional, Shawn prides himself on being part of the ever-changing, fast-paced world of IT and Finance.


Wednesday October 14, 2015 4:30pm - 6:00pm
Emerald B

4:30pm

All INside Management Reporter
Attend this session on Management Reporter and see what you need to know to get started with developing financial statements for management.

Speakers
avatar for Steve Burney

Steve Burney

Financial Systems Senior Analyst, Correct Care Solutions, LLC
Steve has been enjoying the Great Plains experience for over 30 years and is looking forward to more.


Wednesday October 14, 2015 4:30pm - 6:00pm
Paradise C

4:30pm

Effortlessly Modify Stock Dynamics GP SSRS Reports
Why not start with the stock reports included in SSRS? Attend this session and we'll show you how to modify what you already own. A great way to get started with this powerful reporting tool.

Speakers
avatar for Steve Gray

Steve Gray

Principle, 4Penny.net
Founder and chief editor of www.DynDeveloper. Most everything I do is so that I'll be allowed to code. I love my job.


Wednesday October 14, 2015 4:30pm - 6:00pm
Paradise B

4:30pm

Microsoft Forecaster - Improve Your Budgeting Process while Avoiding Excel Pitfalls
Has your budgeting process become more and more difficult to do in Microsoft Excel? There are many pain points, numerous probable errors and expensive manual labor costs involved with maintaining spreadsheet budgets. This session will highlight the powerful and User-friendly functionality of Microsoft Forecaster to improve your forecasting and budgeting process, including such features as centralized calculations and budgeting details for Human Resources (HR). Capital and Revenue will be discussed along with other bells and whistles you will love, such as: Top-down Adjustments; Drag-and-Drop Consolidation Reorganization; Automatic Consolidations; security with Workflow and Audit Trail; allocations and; Multi-currency.

Speakers
avatar for Derek Krebs

Derek Krebs

Partner and Sr Consultant, MSX Group
Derek has over 20 years of experience in the fields of accounting, finance and business intelligence software. Prior to becoming a partner and senior consultant with the MSX Group in 2009, Derek spent 11 years consulting at FRx Software and Microsoft where he implemented financial reporting, budgeting, and business intelligence software at over 200 clients world-wide and trained over 5000 end users. In addition, Derek has a MBA education and... Read More →


Wednesday October 14, 2015 4:30pm - 6:00pm
Paradise E

4:30pm

Reporting in Dynamics GP - How Do I Choose the Right Tool?
Every release of Dynamics GP brings new options for reporting and easy access to ERP data, but how do you know which tools are right for your business, are easy to deploy and manage, and will fit your organization’s security model? In this session we’ll look at SmartLists and SmartList Designer, Navigation Lists, Excel Reports and even PowerPivot for Excel. This session will help guide you through some of the reporting options available in Dynamics GP.

Speakers
JP

Jeff Pfershy

ERP Practice Manager, The TM Group Inc
I've had a number of roles working with GP over the last 20 years - consultant, trainer, system integrator, solution architect, SQL DBA, and am now an ERP practice manager with a Detroit area GP consulting company. I enjoy puzzles, which has made me a good fit in this business. I love finding ways to make people and systems more productive!


Wednesday October 14, 2015 4:30pm - 6:00pm
Paradise A

4:30pm

50 SharePoint Tips in 50 Minutes
SharePoint is a must-have tool in your organization’s toolbox. Learn 50 great tips from some SharePoint gurus.

Speakers
avatar for David Long

David Long

Director SharePoint Practice, Tribridge
avatar for Joseph Markovich

Joseph Markovich

IT Manager, Okaya Electric America


Wednesday October 14, 2015 4:30pm - 6:00pm
Treasures A & B

4:30pm

50 SharePoint Tips in 50 Minutes
SharePoint is a must-have tool in your organization’s toolbox. Learn 50 great tips from some SharePoint gurus.

Speakers
avatar for David Long

David Long

Director SharePoint Practice, Tribridge
avatar for Joseph Markovich

Joseph Markovich

IT Manager, Okaya Electric America


Wednesday October 14, 2015 4:30pm - 6:00pm
Treasures A & B

4:30pm

Why is the Support Debugging Tool/GP Power Tools so Amazing?
This session takes you through some of the many ways that the Support Debugging Tool can make your life administering, supporting, consulting or developing for Microsoft Dynamics GP easier. David Musgrave and Mariano Gomez will use real life examples to show how the Support Debugging tool can help. This session also includes demonstrations of the next generation of this tool, GP Power Tools, and its new features.

Speakers
avatar for Beat Bucher

Beat Bucher

Sr. Business Analyst, Dynamics GP MVP, Forensic Technology Inc.
Beat is using Microsoft Dynamics Great Plains since version 7.x back in 2003. Learned up the ins & outs of the system, mainly by creating reports and Excel queries linked to the back-end of the system. He has been working with SQL server for several years, coming from a main-frame background with DB2 and ISAM files. Recently started to work with SQL 2012 and SSAS. Uses various reporting tools for many years, like Crystal Reports, Excel, Report... Read More →
avatar for David Musgrave

David Musgrave

Managing Director, Winthrop Development Consultants
David Musgrave is Managing Director of his own development and consulting business. Based in the suburb of Winthrop in Perth, Western Australia, Winthrop Development Consultants offers a range of Microsoft Dynamics GP add-on products as well as development, consulting and training services to the ISVs, partners and customers of the Microsoft Dynamics GP community. | | David is known for his many products including GP Power Tools... Read More →



Wednesday October 14, 2015 4:30pm - 6:00pm
Grand Ballroom 7

4:30pm

Mariano's Toolbox: Upgrading to Microsoft Dynamics GP 2015 for Dummies
Thinking about upgrading to Microsoft Dynamics GP 2015? You need to be at this session! Learn how the upgrade process works, including important system changes you need to be aware of when you upgrade. We'll review the steps, especially with named system database, multicurrency and other factors. This popular session will get you excited about taking the upgrade step, armed with the information you need.

Speakers
avatar for Mariano Gomez Bent

Mariano Gomez Bent

Executive VP, Intelligent Partnerships, LLC
I am a technology professional with over 20 years of experience delivering ERP and CRM implementations and multiplatform systems integrations for organizations across the Americas, Europe, and the Middle East in a wide variety of industries. I hold a Management Information Systems/Technology Administration degree from the University of Phoenix and BS in Systems Engineering from the Universidad Antonio Nariño in Colombia. I am also a Project... Read More →


Wednesday October 14, 2015 4:30pm - 6:00pm
Emerald C

4:30pm

Dynamics Pro Certification Exams
New, independent certifications offered through the Association of Dynamics Professionals (Dynamics Pro) will set the standard for Microsoft Dynamics GP professionals. Certification exams differentiate you from your colleagues and competitors, and demonstrate your commitment to the Dynamics GP community. There are two Dynamics GP exams being offered during each time slot: Dynamics GP 2015 Core Financials and Dynamics GP 2015 Core Installation & Configuration. Certification Exams require an additional registration which can be selected during the GPUG Summit conference registration process. For more information, exam details and fees please visit www.gpugsummit.com/event/certification

Speakers

Wednesday October 14, 2015 4:30pm - 6:30pm
Convention Center Room A14

5:00pm

SQL for Dummies: Standard SQL to Manage Your Data
Just as there is a book “Astro Physics for Dummies”, there too is this session "SQL for Dummies." No, we are not calling you dumb - quite the contrary! This is meant to serve those of you that would consider your knowledge of SQL at the beginner level and you want more in depth knowledge to get you started. This session will cover how to query SQL tables within Microsoft SQL Server, the basic query for tables and database views and how to write them. There is no prior knowledge of SQL needed to be successful in this session.
This is a cross-conference session and will be shared by other User Group Members.

Speakers
JK

Jeremy Kingry

eBECS North America


Wednesday October 14, 2015 5:00pm - 6:00pm
Convention Center Room A1

6:00pm

Expo Reception
Visit the Expo to learn about the valuable solutions and services available from our sponsors and exhibitors.

Wednesday October 14, 2015 6:00pm - 8:00pm
Convention Center Halls 1 & 2

6:00pm

Community Theater in the Expo
6:20pm - 6:35pm - Taking A Risk Based Approach to Security in Microsoft Dynamics by Fastpath
6:40pm - 6:55pm - Volunteering with Your User Group - Learn How You Can Be a Hero!
7:00pm - 7:15pm - User Group Chapters - Networking and Learning You Shouldn't Miss!
7:20pm - 7:35pm - Everybody Wants to be an MVP
7:40pm - 7:55pm - What Works for Women At Work

Speakers
avatar for Onika Allen

Onika Allen

Regional Chapter Director, Dynamic Communities
I am passionate about building the GPUG community. Overall, I am responsible for ensuring the programmatic health, success, and vitality of 170+ chapter communities around the world. I will be running around Summit to ensure that we are building, training, recognizing, and retaining world class chapter leaders and members. If you see me, say hi and let me know how I can make your membership better!
avatar for Murray Fife

Murray Fife

Technical Solution Professional, Microsoft
Murray Fife is an Author of over 20 books on Microsoft Dynamics AX including the Bare Bones Configuration Guide series of over 15 books which step the user through the setup of initial Dynamics AX instance, then through the Financial modules and then through the configuration of the more specialized modules like production, service management, and project accounting. You can find all of his books on Amazon (www.amazon.com/author/murrayfife) and... Read More →
avatar for Andy Snook

Andy Snook

President, Fastpath
Andy Snook is a frequent speaker on IT audit best practices, streamlining IT security and overcoming IT compliance challenges. He is a Certified in Risk and Information Systems Controls (CRISC) as well as certified in Microsoft Dynamics and SAP. In 2011, he was named to Dynamics World 100 Most Influential People for his work in IT compliance solutions. | Mr. Snook has been designing audit and compliance solutions for over 10 years and has... Read More →
avatar for Heather Williams

Heather Williams

AXUG, CRMUG, GPUG and NAVUG


Wednesday October 14, 2015 6:00pm - Thursday October 15, 2015 12:00pm
Convention Center Halls 1 & 2
 
Thursday, October 15
 

7:00am

Breakfast - Jump Into a Great Day
Kick off the day with breakfast with GPUG Members.

Thursday October 15, 2015 7:00am - 8:00am
Convention Center Hall 1
  • CPE Eligible? No

8:00am

Now!  Next!  Wow!  Microsoft Dynamics GP and the Future
During this one hour, we will talk about the future product strategy and roadmap of Microsoft Dynamics GP plus we will give you insights into the top trends in business.  Come and enjoy.

Speakers
avatar for Brian Meier

Brian Meier

Principal Program Manager, Microsoft
avatar for Errol Schoenfish

Errol Schoenfish

Director Product Marketing, Microsoft
CS

Chad Sogge

Microsoft


Thursday October 15, 2015 8:00am - 9:00am
Convention Center Hall 3

9:00am

Break with Refreshments - Move to Atlantis
Use this opportunity to network in between sessions.

Thursday October 15, 2015 9:00am - 9:30am
The Mekorma Hub
  • CPE Eligible? No

9:30am

PivotTables: Learn How They can Make You a BI Super-Hero
A BI Super-Hero is a Dynamics GP User possessing astonishing reporting abilities and magical formatting capabilities. This hero provides exceptional value and is dedicated to providing timely and accurate information for business decisions. The PivotTable is the most simple of all Excel tools while being the foundation of almost every Microsoft BI tool. Attend this session and learn how to make Excel sing without using VBA, VLOOKUPS or Macros. Make the PivotTable your superpower!

Speakers
avatar for Belinda Allen

Belinda Allen

Business Intelligence Program Manager, Njevity, Inc.
I am passionate about hobbies! I crochet, knit, sail, kayak, love movies, I make jewelry, clay pottery, play the Ukulele, host a book club, host a local inbound marketing group and ______ (you get the idea).OK, I'm a geek and a nerd, I LOVE Excel and BI!


Thursday October 15, 2015 9:30am - 10:30am
Grand Ballroom 3

9:30am

Speed Up Month-End with Revenue and Expense Deferrals
If you spend time at month-end preparing journal entries to recognize prepaid expenses or defer revenue, find out how Revenue and Expense Deferral can cut the time needed to close your month. Join this presentation for an overview of what Revenue and Expense Deferral does, how its features work, and how you can use it with financial, sales and purchasing modules natively within GP to automatically create time-saving entries.

Speakers

Thursday October 15, 2015 9:30am - 10:30am
Grand Ballroom 1

9:30am

Unleash the Power of your Analytical Accounting Data
Learn how you can leverage Analytical Accounting to gain greater visibility into your accounting transactions. This session will walk through the ins and outs of this powerful module, including setup, transaction entry, and budgeting. You’ll also get a look into the various methods of reporting on this data.

Speakers
avatar for Andrew Kampwerth

Andrew Kampwerth

Application Consultant, Sikich
Microsoft Dynamics GP Consultant at Sikich LLP. I also love the sport of baseball, am a technology enthusiast, and play a little golf in my spare time. | Twitter: https://twitter.com/akampwerth_GP | LinkedIn: https://www.linkedin.com/in/andrewkampwerth |


Thursday October 15, 2015 9:30am - 10:30am
Grand Ballroom 2

9:30am

Wake Up! Business Alerts Can be Process-Changing
For many it’s a surprise that there are business alerts. Time to wake up! Learn how to set up and use business alerts to stay on top of the critical data points in your Microsoft Dynamics GP system. 

Speakers
avatar for David Eichner

David Eichner

CEO, ICAN Software Corporation
CPA who loves technology! | Host of AM radio show "Business In The Cloud" on KLAY 1180AM (Fridays 3pm - 4pm PST) | Expert on Dynamics GP, Dexterity, SQL Report Builder, cloud SaaS apps, Amazon Web Services, etc.


Thursday October 15, 2015 9:30am - 10:30am
Paradise D

9:30am

GPUG Partner Members: We Want Your Feedback on GPUG Membership Benefits!
GPUG would like to hear from you regarding your membership experiences. Attend this round table discussion to share your feedback on GPUG programs and member benefits. What do you recommend that we stop, start and keep doing? How can we build the community? Come with ideas! Seating is limited. To apply for a seat at the round table, please register here: https://www.surveymonkey.com/r/partner2015a. We will confirm round table participants prior to the conference.

Speakers
avatar for Lisa Sluke

Lisa Sluke

Director of Membership, Dynamic Communities


Thursday October 15, 2015 9:30am - 10:30am
Executive Board Room

9:30am

Feedback to Microsoft - The Next Phase of Dynamics GP
This session is for you if you’d like to share ideas / feedback on what you’d like to see as future functionality in Dynamics GP – don’t miss your time with Microsoft!

Speakers

Thursday October 15, 2015 9:30am - 10:30am
Emerald A

9:30am

SQL, SQL, SQL Everywhere!
Does the mere mention of a SQL script cause your eyes to glaze over? Do you shudder if someone suggests you do more than the most basic SELECT statement? Then this session is for you! Take it beyond with exploring common commands and syntax in SQL to use with GP for maintenance, cleanup, and reporting.


Thursday October 15, 2015 9:30am - 10:30am
Grand Ballroom 5

9:30am

50 Killer Tips in 50 Minutes: Microsoft Dynamics GP in the Fast Lane
Get the most out of Dynamics GP in the shortest time possible with 50 Killer Tips in 50 Minutes. Microsoft MVP Mark Polino’s fast-paced session is a GPUG favorite with lots of quick tips and full documentation to make the tips work in your organization.
This session will be repeated on Friday at 1:00.

Speakers
avatar for Mark Polino

Mark Polino

Senior Consultant, Integrated Business Group
I'm a Microsoft MVP for Dynamics GP and a consultant with IBG in Orlando. I run the DynamicAccounting.net website dedicated to all things GP. I'm also the author/coauthor of 5 Dynamics GP books and 1 novel.


Thursday October 15, 2015 9:30am - 10:30am
Paradise E

9:30am

Tribal Leadership: Leveraging Natural Groups to Build a Thriving Organization
Within each corporation are anywhere from a few to hundreds of separate tribes. In the book "Tribal Leadership", Dave Logan, John King, and Halee Fischer-Wright demonstrate how these tribes develop—and show you how to assess them and lead them to maximize productivity and growth. In this session you'll learn about an essential tool to help managers and business leaders take better control of their organizations by utilizing the unique characteristics of the tribes that exist within. This is a cross-conference session and will be shared by other User Group Members.

Speakers
avatar for Andy Snook

Andy Snook

President, Fastpath
Andy Snook is a frequent speaker on IT audit best practices, streamlining IT security and overcoming IT compliance challenges. He is a Certified in Risk and Information Systems Controls (CRISC) as well as certified in Microsoft Dynamics and SAP. In 2011, he was named to Dynamics World 100 Most Influential People for his work in IT compliance solutions. | Mr. Snook has been designing audit and compliance solutions for over 10 years and has... Read More →


Thursday October 15, 2015 9:30am - 10:30am
Convention Center Room D5

9:30am

Huddle Hour: CFO/Controllers
During this one-hour session you will find others who are chief financial officers (CFOs) or controllers. You will start out in small groups of roles to discuss challenges and share tips. After 40 minutes of talking, we’ll convene as one large group to share what was discussed so everyone can learn!

Speakers
MM

Mike McDowell

Chief Operations Officer, Mekorma


Thursday October 15, 2015 9:30am - 10:30am
Grand Ballroom 4

9:30am

Attention All Accountants: You Can Save on Your Licensing Costs
As accountants, you are always looking for ways to cut costs. This session is unique because we are bringing in ISVs who could help by cutting down your license investments while using Dynamics GP.

Speakers
avatar for Michael Burnham

Michael Burnham

President, Panatrack
Panatrack is an independent software vendor (ISV) that develops and sells software for tracking inventory, assets, and activities. Using data-capture technologies such as barcode, RFID, and mobile handheld computers, we create solutions to track the transactions that are critical to efficient business operations.
avatar for Fauwaz Hussain

Fauwaz Hussain

Sales Manager, Nodus Technologies Inc
Expertise in eCommerce, ePayments, PCI Compliance and AR Automation.
avatar for Foy Mainor

Foy Mainor

Vice President of Sales, Paramount Technologies
Expertise in Requisitions, Procurement, AP Invoice Automation, Project Time, Travel & Expense.


Thursday October 15, 2015 9:30am - 10:30am
Treasures C & D

9:30am

Developers: An Inside View of Service-Based Architecture
Developers need to be in-the-know on the future of Service Based Architecture. This session will introduce you to lessons learned a fellow Dynamics GP User.

Speakers
avatar for Steve Gray

Steve Gray

Principle, 4Penny.net
Founder and chief editor of www.DynDeveloper. Most everything I do is so that I'll be allowed to code. I love my job.


Thursday October 15, 2015 9:30am - 10:30am
Grand Ballroom 6

9:30am

Peer2Peer: Human Resources/Payroll
HR and Payroll Professionals have their own “club” within GPUG. It’s a close group that is strong when it comes to helping one another. This session provides 60 minutes for questions & answers on what you need help with from your peers. The discussion will be led by some of our role leaders, but it’s truly about you – giving you a chance to ask for direction.

Speakers
avatar for Jourdan Block

Jourdan Block

Vice President, Industrial Staffing Services
As a key member of the executive management team in the Staffing Services family of companies (Industrial, Medical, Rotator and Block Staffing Services), I am integrally involved in all facets of the organization, encompassing business operations, business development, business operations, project management, and client interfacing. Our organization provides enterprise solutions for organizations in Staffing, Payroll Service, and Business... Read More →
LB

Lisa Bristol

Finance Manager, Tampa Port Authority
avatar for Shawn Dorward

Shawn Dorward

Shawn is a GPUG All Star and has been a Dynamics GP user since 1996. Shawn specializes in procedural enhancements for all core modules and has a very deep understanding of the data structure that provides Dynamics GP its robust capabilities. As a finance and technology professional, Shawn prides himself on being part of the ever-changing, fast-paced world of IT and Finance.


Thursday October 15, 2015 9:30am - 10:30am
Emerald B

9:30am

Excel Report Builder - Your Miracle Tool For 'Sexy' Formatting
In this session, we'll dig into Excel Report Builder and build reports step-by-step from scratch. Discover how to use "sexy" formatting in Microsoft Excel without breaking your data connections and deliver everything SmartList Builder does, but without a Microsoft Dynamics GP license.
This session will be repeated on Friday at 2:15.

Speakers
avatar for Nicole Albertson

Nicole Albertson

Product Specialist, eOne Solutions
I am a product specialist working extensively with the products from eOne like SmartList Builder, Extender, and SmartView.


Thursday October 15, 2015 9:30am - 10:30am
Paradise C

9:30am

Fasten Your Seat Belts and Let's 'Excel'
If you want a session that gives you an hour jam packed with great Excel tips and tricks, then this is a don't miss session for you. Join this session and expect to learn up to 50 great tips that will help you conquer Excel and become a power user of this every day office tool!
This is a cross conference session and will be shared by other User Group Members.

Speakers
avatar for Tara Grant

Tara Grant

VP of Marketing, Jet Reports


Thursday October 15, 2015 9:30am - 10:30am
Convention Center Room A1

9:30am

Management Reporter - Creating Creative GL Reports (If You Can Dream It; You Can Build It)
If you are looking for something a bit more than your basic general ledger financial statements, Management Reporter can handle it. Learn how to display departmental data between different columns or between different rows of a report and see how to have current period transactions in the top half of your income statement and year-to-date balances on the bottom half. Also learn the flexibility that Management Reporter lets you manipulate your general ledger (GL) data for easier analysis.

Speakers
avatar for Nick Sercer

Nick Sercer

Partner/Consultant, MSX Group
Nick is a Partner/Consultant with MSX Group where he continues to build on more than fifteen years of financials software consulting and training experience. A proven expert in the use of technology to improve the accuracy and efficiency of budgeting and financial reporting processes, Nick has participated in more than 200 consulting and training projects with customers ranging from small, mom and pop organizations to Fortune 500 companies in... Read More →


Thursday October 15, 2015 9:30am - 10:30am
Paradise A

9:30am

SQL Queries on Steroids
Are you looking to get more out of your SQL queries? Then come and "bulk up" on your SQL knowledge!
This session will be repeated on Friday at 2:15.

Speakers
avatar for Aaron Back

Aaron Back

Senior Application Specialist, CareSource
Aaron Back is an IT Professional with many years of experience in the IT industry. He is very active in the GPUG Community through GPUG Collaborate postings, Special Interest Group (SIG) Speaker, GPUG Summit Speaker, and Microsoft Convergence GPUG Panelist. He is also the VP Communications CRMUG Ohio River Valley Chapter, Vice Chairman of the GPUG Ohio Chapter and GPUG Chairman of the Board. Most recently, Aaron was the recipient of the GPUG... Read More →


Thursday October 15, 2015 9:30am - 10:30am
Paradise B

9:30am

Microsoft Dynamics GP in the Cloud Makes Your Life Easier
Discover the Benefits and Barriers of Dynamics GP in the cloud.   We will review how to understand how the cloud affects your GP usage and making sure you are utilizing everything that makes life in the cloud simpler for GP users as well as their IT staff.  We will review how to address any barriers that might be in the way once in the cloud.
This is a cross-conference session and will be shared by other User Group Members.

Speakers
avatar for Beth Burrell

Beth Burrell

Senior Cloud Onboarding Manager, Concerto Cloud
Technology Geek turned Project Manager in the Cloud. Worked in the technology industry for 20 years with the last 4 years concentrating on cloud and the benefits it provides with the Dynamics family products. I help the financial world understand the technology they use and help bridge the communication gap between the financial world and the IT world.
avatar for Danny Clemenson

Danny Clemenson

Business Analyst, Progressive Components
From Third Party GP development on the Macintosh in the early 90s moving to GP to hosted(cloud) services in 2006. Worked in the technology industry for 20+ years with the last 9 years concentrating on hosted(cloud) solutions and the benefits it provides, supporting our organizations worldwide locations 24 by 7. Moved our Company to three different hosting providers along with moving from Terminal Server, Citrix and to the latest solution the RD... Read More →


Thursday October 15, 2015 9:30am - 10:30am
Treasures A & B

9:30am

Integrating with Microsoft Dynamics GP Using SQL Code
Learn the tips & tricks to integrate information in and out of Microsoft Dynamics GP using just T-SQL code. Discover a method to find out what tables to write to and which tables you should never write to. In addition, learn how to discover the best tables to pull information out of Microsoft Dynamics GP for your Data Warehouse, BI Solution, or other applications. To make sure you are prepared to learn, recommended prerequisites are knowledge of Microsoft T-SQL, stored procedures, triggers, setting up SQL jobs, SQL server profiler, and data warehousing.

Speakers
avatar for John Lowther

John Lowther

Cloud Applications Administrator, Njevity, Inc.
Cloud Applications Administrator for Njevity, Inc. | Past Chairman of the Board of Advisors for the Dynamics GP User Group (GPUG) Leader of several of the GPUG Special Interests Groups (SIGs) (DBA, & Sys Admin) Published author in the User Group Magazines. One of the first three GPUG All Stars. With 20+ years as a developer, 15+ years as a DBA, and 10+ years with Microsoft Dynamics GP And multiple other things GP and SQL related


Thursday October 15, 2015 9:30am - 10:30am
Grand Ballroom 7

9:30am

When Does it Make Sense to Upgrade?
Why do we Upgrade now? Step one is do an assessment of an upgrade. This will help you get answers before the upgrade. What is changing, what about these companion products and system requirements moving forward? What questions should you be asking? How will I manage the roll out with a positive reaction from my team? We'll provide direction on where to find these answers.

Speakers
avatar for Thomas Garcia

Thomas Garcia

President, ICON Business Consulting, LLC


Thursday October 15, 2015 9:30am - 10:30am
Emerald C

10:30am

Networking Break with Refreshments
Enjoy light refreshments and networking in between sessions.

Thursday October 15, 2015 10:30am - 11:00am
The Mekorma Hub
  • CPE Eligible? No

11:00am

A Crash-Course in Barcoding for Dynamics GP by Panatrack
Barcodes can be the most effective way for your team to reap efficiencies from Microsoft Dynamics GP. This brief session will leave you with a full understanding of how barcodes work and how they can be used to update Dynamics GP. Which scanners and printers work best? What is a GTIN, GS1, UDI, UPC, or other TLAs? You'll learn how to expose advanced Dynamics GP functionality and close functional gaps using barcoding.

Speakers
avatar for Michael Burnham

Michael Burnham

President, Panatrack
Panatrack is an independent software vendor (ISV) that develops and sells software for tracking inventory, assets, and activities. Using data-capture technologies such as barcode, RFID, and mobile handheld computers, we create solutions to track the transactions that are critical to efficient business operations.


Thursday October 15, 2015 11:00am - 12:00pm
Treasures C & D

11:00am

ACA and Mandated Sick Time: Stay Out of Trouble by Integrity Data
Two major compliance issues are currently plaguing payroll and HR staff. The first is government mandated paid sick time that is becoming more popular across the US. We will talk about the common rules and how you can efficiently administer them. The other, of course, is the Affordable Care Act. We will break down the employer mandate so you can avoid ACA related penalties. So attend this session and stay out of trouble!

Speakers
avatar for Dan Doolin

Dan Doolin

Senior Account Executive, Integrity Data
I have been working with Dynamics GP since 2000. My primary focus is to help customers get the most out of the Dynamics GP Payroll and HR systems and to help them streamline and automate tasks using workflow.


Thursday October 15, 2015 11:00am - 12:00pm
Paradise D

11:00am

AP Automation - Challenges, Benefits, and Value Across the Enterprise by ACOM Solutions
As a Dynamics GP User, you know how much time this powerful solution can save you. But are you using it to its fullest potential? If you're still manually keying data and processing approvals, you're only halfway to achieving the real benefits of your GP system. Join us to explore the current state of Payables automation, the challenges and benefits of end-to-end automation, the positive outcomes for your organization and making the most of your investment.

Speakers
avatar for Gerry Libby

Gerry Libby

Client Solution Advisor, ACOM
I have an extensive background of over 20 years in the Microsoft Dynamics (ERP and CRM) market as a consultant and managing director. My areas of focus have been in financial and project accounting, distribution and manufacturing. I'm a frequent industry contributor in the Dynamics GP space, and a member of ACOM's sales support team


Thursday October 15, 2015 11:00am - 12:00pm
Grand Ballroom 6

11:00am

Blue Moon’s Operations Suite of Products
If you use Dynamics GP and are in distribution or manufacturing, this session is for you. Our products expand the functionality of Dynamics GP, giving you the ability to manage inventory counts more accurately; track and manage inbound containers; minimize and analyze chargebacks; automate invoicing; manage customer consignments and; many other essential business capabilities. This information-packed session will give you the tools you need to streamline your distribution operations.

Speakers
avatar for Janice Phelps

Janice Phelps

Director, Professional Services, Blue Moon
How to increase their consulting revenue and customer satisfaction by including Blue Moon products in their customer's system configurations.


Thursday October 15, 2015 11:00am - 12:00pm
Grand Ballroom 5

11:00am

Closing the HR and Payroll Compliance Gaps with ADP SmartCompliance® & Microsoft Dynamics®.
Employer-related compliance is an increasingly complex high-risk, low-reward burden every organization must manage. Senior executives rank compliance a top priority, but often lack in-house expertise and resources to keep ahead of changing legislation creating compliance gaps that place the business at risk. Learn about numerous challenges organizations face and how ADP SmartCompliance® integrated with Microsoft Dynamics® can close compliance gaps, remove administrative burdens and maximize your investment.

Speakers
avatar for Jeff Gies

Jeff Gies

VP of Sales; ADP's Added Value Services, ADP
15 years with ADP, during this time I have worked in 3 of the 4 divisions of ADP, covering compnaies from 50 - 500K employees.  In my current role, I lead a national team of 39 associates focused on helping Microsoft Users streamline their compliance.  Unlike the rest of ADP, our complaince services bolt onto the client's in-house payroll module, and does not interrupt their workflow or processing. I enjoy golf aand attend my sons... Read More →


Thursday October 15, 2015 11:00am - 12:00pm
Emerald B

11:00am

Making Microsoft Dynamics GP Work Simpler & Easier® by Rockton Software
Want to get the most out of your GP? Do you have deadbeats hogging your GP licenses? Did you want to reduce your transaction lookup speed from 17 seconds to 2 seconds? Do you want to track data changes in GP, including at the SQL level? Are your pricing updates ugly? Do you want access to any report, anytime, anywhere, on any device? If you answered YES to any of these questions, attend this showcase! 
This is a repeat session from Wednesday 3:00.

Speakers
avatar for Alicia Weigel

Alicia Weigel

Technical Sales Team Lead, Rockton Software
Dynamics GP ISV | CRM Accounting


Thursday October 15, 2015 11:00am - 12:00pm
Paradise A

11:00am

Maximizing Your Use of Microsoft Management Reporter and Forecaster by MSX Group
Would you like to improve your financial reporting and forecasting process within your organization and utilize the software you already own? In this session we will showcase the industry standard Microsoft CPM product suite of Microsoft Management Reporter (reporting) and Microsoft Forecaster (budgeting/forecasting/reporting) with an open discussion and Q&A on successfully implementing these tools.

Speakers
avatar for Derek Krebs

Derek Krebs

Partner and Sr Consultant, MSX Group
Derek has over 20 years of experience in the fields of accounting, finance and business intelligence software. Prior to becoming a partner and senior consultant with the MSX Group in 2009, Derek spent 11 years consulting at FRx Software and Microsoft where he implemented financial reporting, budgeting, and business intelligence software at over 200 clients world-wide and trained over 5000 end users. In addition, Derek has a MBA education and... Read More →


Thursday October 15, 2015 11:00am - 12:00pm
Paradise B

11:00am

PCI Compliance 101 – Receivables & Secure Payment Processing by Nodus Technologies, Inc.
Receivables is a heart line of every business. Yet, several factors can influence your efficiency to collect these receivables, including security. So what can you do to facilitate an efficient A/R process for both you and your customers?
Learn how to: Eliminate double entry by automating your A/R collection, secure e-Payment processing within Dynamics GP, provide your customers the convenience of a 24/7 bill-pay portal, and reduce the scope of PCI Compliance by off-site storage.

Speakers
avatar for Fauwaz Hussain

Fauwaz Hussain

Sales Manager, Nodus Technologies Inc
Expertise in eCommerce, ePayments, PCI Compliance and AR Automation.


Thursday October 15, 2015 11:00am - 12:00pm
Grand Ballroom 1

11:00am

Solution Superstore - 100 Features to Enhance Dynamics GP by Dynavistics
With 30 products to choose from, there is something here for everyone. Whether you need help with pricing, want to improve your cash flow, capture signatures for proof of delivery or give your sales team tools for more effective selling, our GP add-ons are designed to enhance and improve your Dynamics GP experience. Dynavistics is an international firm that distributes a wide range of enterprise-level software that is easy to operate and understand. Booth 450.

Speakers

Thursday October 15, 2015 11:00am - 12:00pm
Grand Ballroom 2

11:00am

What’s Keeping You from Moving Dynamics GP to the Cloud? By Tribridge
In a recent survey, more than 75 percent of Dynamics customers reported that their enterprise resource planning (ERP) solutions are still on-premise. Which begs the question… Why aren’t more organizations reaping the benefits of moving to the cloud? In this session, we’ll discuss the most commonly asked questions regarding Dynamics GP in the cloud, including: Costs, performance and integration with other systems, support, Software as a Service (SaaS) versus Platform as a Service (PaaS), working with legacy systems, creating a transition path, and more.  

Speakers

Thursday October 15, 2015 11:00am - 12:00pm
Treasures A & B

12:00pm

Community Theater in the Expo
12:20pm - 12:35pm - How Dynamics is Helping to Save Lives with Donor Networks of Arizona
12:40pm - 12:55pm - Raise the Bar and Lower the Cost: Enhancing and Extending AX to the Factory Floor
1:00pm - 1:15pm - Why Your Company NEEDS to Be a User Group Member!
1:20pm - 1:35pm - Key WMS Functions That Give You The Competitive Advantage by Sologlobe
1:40pm - 1:55pm - Made Simple®: A New Approach by Data Masons

Speakers
avatar for Kathy Kim

Kathy Kim

Director of Finance, Donor Network of Arizona
AZ GPUG Chapter, financials, automating A/P


Thursday October 15, 2015 12:00pm - 1:00pm
Convention Center Halls 1 & 2

12:00pm

Networking Lunch and Expo
The Meal Hall provides attendees with organized networking opportunities over lunch! Look for the designated GPUG seating area. Each table is split up by state and in alphabetical order, so you will easily be able to locate, join in, and enjoy lunch with local Dynamics GP peers, chapter leaders, and product experts near you. If you don’t see a table that corresponds with your location, talk to a Member about starting a Chapter in your area. We will also have an area unlabeled if you’d simply like to eat and get to know other GPUG Members.
Then visit the Expo from 1-2 p.m. to meet and network with sponsors and exhibitors.

Thursday October 15, 2015 12:00pm - 2:00pm
Convention Center Halls 1 & 2
  • CPE Eligible? No

2:00pm

Build Dashboards with Confidence
Does your CEO or CFO keep asking for a dashboard? Come learn how to get started building one using your company's data from Dynamics GP and every accountant's favorite tool, Microsoft Excel. You will leave this session with the confidence and tools necessary to build a dashboard for your organization. This is a repeat session from 9:45 a.m. on Wednesday.

Speakers
avatar for Mark Polino

Mark Polino

Senior Consultant, Integrated Business Group
I'm a Microsoft MVP for Dynamics GP and a consultant with IBG in Orlando. I run the DynamicAccounting.net website dedicated to all things GP. I'm also the author/coauthor of 5 Dynamics GP books and 1 novel.


Thursday October 15, 2015 2:00pm - 3:00pm
Paradise E

2:00pm

Enabling Self-Service Business Intelligence with Dynamics GP
Reporting is not dead; it’s evolving. Chart the path forward with Microsoft BI because it isn’t a fad and you want to get there before your competition. This session will teach you how to foster genuine end-user adoption and how to be successful when enabling self-service BI with Dynamics GP.

Speakers
avatar for John Kleb

John Kleb

Sikich


Thursday October 15, 2015 2:00pm - 3:00pm
Grand Ballroom 3

2:00pm

Don’t Gamble with Compliance – What You Need To Know About New Revenue Recognition Standards
VSOE, TPE, BESP, Contract Deliverables, Performance Obligations? HUH? Are you ready for the new accounting standards for revenue recognition? Time is quickly approaching for all companies to be compliant! What steps do you need to take to get ready and to remain compliant? Join us as we explore the current revenue recognition standards, investigate the upcoming changes, and explore how to simplify your accounting functions in Dynamics GP, both natively and with Independent Software Vendor (ISV) solutions.

Speakers
avatar for Neil MacDonald

Neil MacDonald

Solutions Consultant, Binary Stream Software
CMA CPA PMP. Accountant and computer geek. Father of 2 , grandfather of 3, amateur golfer. Passionate about solving customer's problems.


Thursday October 15, 2015 2:00pm - 3:00pm
Grand Ballroom 2

2:00pm

Product Costing in Dynamics GP
Inventory valuation and product costing are key elements for every manufacturing company. Come to this session to learn the key elements to develop and maintain product costs using Dynamics GP Manufacturing.

Speakers

Thursday October 15, 2015 2:00pm - 3:00pm
Grand Ballroom 1

2:00pm

SmartList 101: Begin using SmartList for Data Analysis
Wouldn't it be nice not to have to use a trial balance for all of your analysis? SmartList is the answer! Learn how to pull data, modify existing SmartLists, add a net amount to the list, pull GL accounts for vendors and more. This session is 30 minutes of getting to know SmartList with 15 minutes of open questions & working on specific User needs. This session will be repeated on Friday at 1:00 p.m.

Speakers
avatar for Sara Young

Sara Young

US Accounting Manager, Landmark Worldwide
Using VBA to automate FS Output from Adaptive, GP & other sources. | Disney. | Being a single mom of a 12 year old. | Simplifying processes to make workflow go faster.


Thursday October 15, 2015 2:00pm - 3:00pm
Paradise D

2:00pm

GPUG – Marketing Relevancy
The GPUG marketing team invites you to join them to discuss how GPUG can be more timely, relevant and make your experience better! The discussion topics will include communications, magazine, website and events. Attend this focus meeting and share your experiences and thoughts on how we can be more relevant! To apply for this session, please email Missy.heilman@dynamiccommunities.com. Prior to the conference we will be back in touch with our plans.

Speakers
MH

Missy Heilman

Director of Marketing, Dynamic Communities


Thursday October 15, 2015 2:00pm - 3:00pm
Executive Board Room

2:00pm

Microsoft Dynamics GP 2013 - 2015: System Wide Functionality and Tools
Between Microsoft Dynamics GP 2013, GP 2013 R2 and GP 2015, more than 250 new features have been added, giving you more value than any other release. In this session, we'll provide an overview of the top features in the latest release of Microsoft Dynamics GP that affect all Users.

Speakers
avatar for Brian Meier

Brian Meier

Principal Program Manager, Microsoft


Thursday October 15, 2015 2:00pm - 3:00pm
Emerald A

2:00pm

GP Security and the New Web Client
Just upgraded from an old pre- Dynamics GP 10.x version? Or planning to upgrade soon to 2013/2015? Don’t miss this session about Dynamics GP Security and the new Web Client authentication.

Speakers
avatar for Beat Bucher

Beat Bucher

Sr. Business Analyst, Dynamics GP MVP, Forensic Technology Inc.
Beat is using Microsoft Dynamics Great Plains since version 7.x back in 2003. Learned up the ins & outs of the system, mainly by creating reports and Excel queries linked to the back-end of the system. He has been working with SQL server for several years, coming from a main-frame background with DB2 and ISAM files. Recently started to work with SQL 2012 and SSAS. Uses various reporting tools for many years, like Crystal Reports, Excel, Report... Read More →


Thursday October 15, 2015 2:00pm - 3:00pm
Grand Ballroom 5

2:00pm

How to Become A Rock Star Leader & Volunteer for Your User Group
Have you ever attended a webinar, chapter meeting or session and thought "Hey, I could do that"? Are you ready to take the next step into the User Group and become a volunteer or leader? Perhaps you want to lead a session or chapter but you don't know where to start or feel you need a little extra presentation training. Attend this session and we will show you just how easy it is to step up and be a volunteer with the User Group.
This is a cross-conference session and will be shared by other User Group Members.

Speakers
avatar for Heather Williams

Heather Williams

AXUG, CRMUG, GPUG and NAVUG


Thursday October 15, 2015 2:00pm - 3:00pm
Convention Center Room A1

2:00pm

Break-Through Project Accounting : Part I
If you're looking at revisioning or retooling project accounting to better fit your company, this session will enable you to learn from a company that did just that. We'll talk about the common challenges companies face making project accounting work for them and learn first-hand from Michelle Wagner of LPK. In Part I we will speak to how they prepared, what they learned, and share with you do's and don'ts to make your project accounting revamp successful. Part II will be on Thursday at 4:45 p.m.

Speakers
avatar for Jeff Smith

Jeff Smith

Solutions Architect, Socius
For the past 25 years, Jeff has been creating long-term relationships based on trust and accountability, specializing in project management, product engineering and consulting for Microsoft Dynamics solutions. He presents his strong solutions and industry expertise in personable and relatable ways.  https://www.linkedin.com/pub/jeff-smith/1/795/397
MW

Michelle Wagner

Financial Services Manager, LPK Holdings, Inc
I am an accountant that has a passion for solving problems. I like to leverage data (any data) to help in the problem solving process. I lean on my accounting skills to connect financial results with business operation management. My management team and C-suite lean on me to help call out inconsistencies, validate theories, forecast and scenario plan based on various knowns and unknowns while also challenging the various "gut feelings" that... Read More →


Thursday October 15, 2015 2:00pm - 3:00pm
Treasures C & D

2:00pm

5 Tips for Developing Dynamics GP Integrations
Join Microsoft MVP Steve Endow as he shares five key tips for developing better and more reliable integrations with Dynamics GP.

Speakers
avatar for Steve Endow

Steve Endow

Owner, Precipio Services
Steve specializes in Microsoft Dynamics GP integrations, customizations, and process automations that reduce or eliminate data entry, helping conserve valuable employee time.


Thursday October 15, 2015 2:00pm - 3:00pm
Grand Ballroom 6

2:00pm

Huddle Hour: HR/PR Professionals
During this one-hour session you will find others who are Human Resource (HR) and/or Payroll Professionals. You will start out in small groups with tables labeled with topics to discuss challenges and share tips. After 40 minutes of talking, we’ll convene as one large group to share what was discussed so everyone can learn!

Speakers
avatar for Terry Heley

Terry Heley

Escalation Engineer, Microsoft


Thursday October 15, 2015 2:00pm - 3:00pm
Grand Ballroom 4

2:00pm

Playing in the Mud: Understanding Payroll Tables and Data Structure
Understanding the payroll table structure is critical to reporting and data fixing. This session will walk through the structure, as well as how to address common issues and reporting needs.


Thursday October 15, 2015 2:00pm - 3:00pm
Emerald B

2:00pm

Management Reporter: Easy GL Report Building for Accountants
If you are responsible for building, generating and maintaining financial statements for your organization, this session is suited specifically for you. It is easy to build income statements, trial balance statements, cash flow statements and other General Ledger supporting schedules using Management Reporter. This session is specifically tailored for accountants.

Speakers
avatar for Nick Sercer

Nick Sercer

Partner/Consultant, MSX Group
Nick is a Partner/Consultant with MSX Group where he continues to build on more than fifteen years of financials software consulting and training experience. A proven expert in the use of technology to improve the accuracy and efficiency of budgeting and financial reporting processes, Nick has participated in more than 200 consulting and training projects with customers ranging from small, mom and pop organizations to Fortune 500 companies in... Read More →


Thursday October 15, 2015 2:00pm - 3:00pm
Paradise A

2:00pm

SQL Report Builder for Business Intelligence
Learn how easy it is to utilize the free download from Microsoft that allows Users to create maps, charts, dashboard objects and reports against any kind of data easily without having to use Visual Studio. See how SQL Report Builder makes creating executive dashboards easy!

Speakers
avatar for David Eichner

David Eichner

CEO, ICAN Software Corporation
CPA who loves technology! | Host of AM radio show "Business In The Cloud" on KLAY 1180AM (Fridays 3pm - 4pm PST) | Expert on Dynamics GP, Dexterity, SQL Report Builder, cloud SaaS apps, Amazon Web Services, etc.


Thursday October 15, 2015 2:00pm - 3:00pm
Paradise C

2:00pm

What's the Difference Between SmartList Designer and SmartList Builder?
Ever wonder what the difference really is between all these "Smart" reporting tools. Learn the differences, benefits, and downfalls of each so you know what tool meets your needs.

Speakers
avatar for Nicole Albertson

Nicole Albertson

Product Specialist, eOne Solutions
I am a product specialist working extensively with the products from eOne like SmartList Builder, Extender, and SmartView.
avatar for Martin Olsen

Martin Olsen

eOne Solutions, eOne Solutions
I lead a team of great people who developer software in the Microsoft Dynamics space. We have more than 20,000 copies of out software sold to Dynamics Customers. Our flagship product right now is SmartConnect which is beating all sales targets by a long way. SmartConnect is an integration tool for CRM that can connect CRM with all your other business systems and cloud tools that you use as an organization. People often ask me how... Read More →


Thursday October 15, 2015 2:00pm - 3:00pm
Paradise B

2:00pm

Keep SharePoint Simple
Lots of systems are complicated. Your SharePoint system shouldn't be one of them. Come to this session to learn some tips and tricks to make SharePoint your go-to system and you a hero.

Speakers
avatar for Joseph Markovich

Joseph Markovich

IT Manager, Okaya Electric America
avatar for Jeff Morlen

Jeff Morlen

Network Engineer, Delta Medical Systems, Inc.
I'm an IT professional with over 20 years of experience in servers, networking, security and online technologies. I've been with Delta Medical Systems for over 5 years and maintain our virtualized network, applications and our online presence. I'm passionate about teaching others to use the tools they have at their disposal and how to get low cost solutions up and running.


Thursday October 15, 2015 2:00pm - 3:00pm
Treasures A & B

2:00pm

Mariano's Toolbox: Integration Manager, Please!
Want to put your Users in control of getting the data they work with into Microsoft Dynamics GP? Need to know how to create custom control flow within your integrations, but worried about integrating data from your line of business applications? Then consider Integration Manager. Microsoft MVP Mariano Gomez will explain why he keeps Integration Manager in his toolbox and will present live project examples to help you understand how and when to use Integration Manager. You won’t want to miss this excellent hands on session.

Speakers
avatar for Mariano Gomez Bent

Mariano Gomez Bent

Executive VP, Intelligent Partnerships, LLC
I am a technology professional with over 20 years of experience delivering ERP and CRM implementations and multiplatform systems integrations for organizations across the Americas, Europe, and the Middle East in a wide variety of industries. I hold a Management Information Systems/Technology Administration degree from the University of Phoenix and BS in Systems Engineering from the Universidad Antonio Nariño in Colombia. I am also a Project... Read More →


Thursday October 15, 2015 2:00pm - 3:00pm
Grand Ballroom 7

2:00pm

Prepare For a Successful Upgrade
Like painting, the preparation work is most important in an upgrade. You need to understand system requirements and how to prepare your environment for the upgrade. In this session Bob McAdam will cover upgrading tips he's learned over the years.

Speakers
avatar for Bob McAdam

Bob McAdam

Vice President of Finance, Dynamic Communities
I've been involved with GPUG since the day after it was launched. We're working hard to grow this community quickly & efficiently as we shine a bright light on Microsoft Dynamics GP - seven days a week. I'm also a co-host at www.enterprisesoftwarepodcast.com so please check it out for industry news/views/reviews.


Thursday October 15, 2015 2:00pm - 3:00pm
Emerald C

2:00pm

Dynamics Pro Certification Exams
New, independent certifications offered through the Association of Dynamics Professionals (Dynamics Pro) will set the standard for Microsoft Dynamics GP professionals. Certification exams differentiate you from your colleagues and competitors, and demonstrate your commitment to the Dynamics GP community. There are two Dynamics GP exams being offered during each time slot: Dynamics GP 2015 Core Financials and Dynamics GP 2015 Core Installation & Configuration. Certification Exams require an additional registration which can be selected during the GPUG Summit conference registration process. For more information, exam details and fees please visit www.gpugsummit.com/event/certification

Speakers

Thursday October 15, 2015 2:00pm - 4:00pm
Convention Center Room A14

2:00pm

Expo Hall Open for Visits
Enjoy some quiet time to visit with key Independent Software Vendors (ISV's) Thursday afternoon. Sessions will still be going on during this time, but this is a great opportunity for deeper discussions with ISV's who provide companion products.

Thursday October 15, 2015 2:00pm - 5:00pm
Convention Center Halls 1 & 2

3:00pm

Networking Break with Refreshments
Use this opportunity to network in between sessions.

Thursday October 15, 2015 3:00pm - 3:15pm
The Mekorma Hub
  • CPE Eligible? No

3:15pm

Data Warehousing and Analysis Services – What is it?
What is the data warehouse? Am I using it correctly? Do I need one? This session will answer these questions. A data warehouse can have significant benefits to your business. This session will discuss Analysis Services, and how to use SQL Server Data Tools (SQL 2012)/BIDS (SQL 2008) to access the Analysis Services database. We will build a sample warehouse and Analysis Services cube to demonstrate the power of this Business Intelligence tool. Business Intelligence tools can be leveraged to reach your goals if you know how to ask for them.

Speakers
avatar for Kalyn Kelly

Kalyn Kelly

Senior Consultant, Socius
I am a Senior BI and GP resource with Socius in Atlanta GA.


Thursday October 15, 2015 3:15pm - 4:15pm
Grand Ballroom 3

3:15pm

AP- Which Which is Which?
Does this entry need to be made in Accounts Payable (AP) Transaction Entry or in Enter/Match Invoices? Which, oh which, do I choose? Does it really matter? We will cover AP in-depth including features in GP 2015 R2 which show a warning when in question. We will look at inquiries & reports that will allow you to more effectively plan payments and satisfy both vendors and management with your cash management proficiency.

Speakers
avatar for Sandy Wickman

Sandy Wickman

GP Product Manager, InterDyn BMI


Thursday October 15, 2015 3:15pm - 4:15pm
Grand Ballroom 2

3:15pm

Become a Word Templates Master
Word Templates make it really easy to update the look and feel of your customer-facing documents and let you email them directly out of Dynamics GP. You can create separate document types for different GP companies and even specific forms for specific customers or customer classes. Sounds great, right? Well, after this session, you will know how to create and improve your invoices, acknowledgements, purchase orders, and more, using this powerful new feature!

Speakers
avatar for Mark Wiley

Mark Wiley

Senior Consultant, Nextec Group
I love all kinds of sports. I'm a road biker and bike about 100-120 miles per week. I love movies and travel. I've been working with GP since the early 1990's.


Thursday October 15, 2015 3:15pm - 4:15pm
Paradise D

3:15pm

Making the Most of Your System and Your Team
During this session, Faithlife will share how they attempted to address the growth-related needs they faced by (1) backing up and defining their objectives, (2) identifying gaps in their systems, (3) making minor modifications to GP, (4) bringing in partner and home-grown solutions and (5) focusing on its people and how they can best use the tools available to them. The result was better service to the organization, shorter cycle times, and lower personnel costs.

Speakers
avatar for Alan Artman

Alan Artman

Chief Financial Officer, Faithlife Corporation
Alan Artman was named Chief Financial Officer of Faithlife Corporation (makers of Logos Bible Software) in early 2014 after acting as Interim Director Finance for several months in a part-time consulting capacity. At Faithlife he has focused on financial planning and analysis and reengineering the accounting business systems while supporting the business through a period of rapid growth. He has over 25 years of diverse experience including... Read More →


Thursday October 15, 2015 3:15pm - 4:15pm
Grand Ballroom 1

3:15pm

Service-Based Architecture for Better Integrations
Microsoft Dynamics GP 2015 brings you a new architecture that allows you to make better integrations. Come to this session to learn how the new Microsoft Dynamics GP 2015 service-based architecture works and the best way to utilize it. You don't want to miss this session!

Speakers
DA

Daryl Anderson

Senior Program Manager, Microsoft
As a Senior Program Manager for Microsoft Dynamics GP, Daryl Anderson is responsible for the functional design of new Microsoft Dynamics GP features. His primary focus areas include system level features such as security, deployment and services. Daryl has 20+ years of Microsoft Dynamics GP experience, serving in roles across both product development and support.


Thursday October 15, 2015 3:15pm - 4:15pm
Emerald A

3:15pm

Let Us Be Your Tour Guide: Sightseeing through SQL Server Management Studio
Are you new to GP administration? Have you heard about SQL, scripts, or views but aren't sure what they mean or where they are? Then 'JOIN' me as we take a journey into Sequel Server Management Studio where I'll be your tour guide. Of course we'll 'VIEW' all of the popular attractions but I'll also show you 'WHERE' the locals hang out! I'll show you how to customize the studio to fit your style. We'll discuss the heartiest items on the Menus & which toolbar buttons will be your BFF's! I'll teach you how tell which 'TABLE' you want to sit at, and we'll explore how to 'SELECT' the right information to get answers to your questions. As with any reputable tour, I'll also share with you the places that you want to avoid, especially if you're alone at night! So if you are an accidental admin or if you've come here for the scenery, by the end of the tour you should be able to navigate your way around the studio so that you at least don't LOOK like a tourist! Tour maps are included in the price of the tour. The opinions expressed by the Tour Guide are not necessarily the opinions of Management. No refunds once the tour starts.

Speakers
avatar for Frank Heslin

Frank Heslin

Financial Systems Administrator, Examworks
I am a recovering Accountant! | I have used GP since 2006. | I'm Co-Chair of the Georgia Regional GPUG Chapter. (GPUGGA) | I'm on the GPUG Advisory Board | I like to help people do their jobs quicker & more efficient!


Thursday October 15, 2015 3:15pm - 4:15pm
Grand Ballroom 5

3:15pm

Chapter Leaders (Prospective and Current): Learn How to Lead Your Pack
Chapters are highly regarded when it comes to continued education and networking with Members. If you are or curious about leadership of a local Chapter - come to this session! Managers of the Chapter program will share best practices on how to best lead the pack.
This is a cross conference session and will be shared by other User Group Members.

Speakers
avatar for Onika Allen

Onika Allen

Regional Chapter Director, Dynamic Communities
I am passionate about building the GPUG community. Overall, I am responsible for ensuring the programmatic health, success, and vitality of 170+ chapter communities around the world. I will be running around Summit to ensure that we are building, training, recognizing, and retaining world class chapter leaders and members. If you see me, say hi and let me know how I can make your membership better!
avatar for Rose Spitzer

Rose Spitzer

GPUG Chapter Manager, Dynamic Communities


Thursday October 15, 2015 3:15pm - 4:15pm
Convention Center Room A1

3:15pm

Successful Project Management
Learn project management techniques and methodologies to ensure a successful project. We will cover fundamentals, critical items for success and the "Dos and Don'ts" for ensuring your project delivers the expected results on time and within budget.

Speakers
avatar for Ginny Ferguson

Ginny Ferguson

Manager of Customer Success, Sikich
I lead the Client Account Management team for an accounting, advisory, technology and managed services firm. In this role I am responsible for existing client marketing and sales efforts, overseeing a team of sales professionals and managing several key accounts. | | Time management and optimizing productivity is a hobby of mine. As a mother of four children, I am contantly looking for new ways to acheive more in less time both at work... Read More →
avatar for Jim Noblitt

Jim Noblitt

Sr. Director, IT, MorphoTrust USA, LLC


Thursday October 15, 2015 3:15pm - 4:15pm
Paradise E

3:15pm

Huddle Hour: Reporting Tools
During this one-hour session you will find others who hold this same topic interest: Reporting Tools. You will start out in small groups labeled by the different solutions to discuss challenges and share tips. After 40 minutes of talking, we’ll convene as one large group to share what was discussed so everyone can learn!

Speakers
avatar for Michelle Kocher

Michelle Kocher

Director of Operations, Delta Medical Systems
As the Director Operations at Delta Medical Systems, I oversee Delta's daily operational activities. I was part of the initial team at Delta to implement Dynamics GP with Field Service and have since become the company's GP Power User. My GP strengths are in the area of Field Service and Reporting, more specifically SmartList, Excel Reports, SSRS, and using Smartconnect.
avatar for Derek Krebs

Derek Krebs

Partner and Sr Consultant, MSX Group
Derek has over 20 years of experience in the fields of accounting, finance and business intelligence software. Prior to becoming a partner and senior consultant with the MSX Group in 2009, Derek spent 11 years consulting at FRx Software and Microsoft where he implemented financial reporting, budgeting, and business intelligence software at over 200 clients world-wide and trained over 5000 end users. In addition, Derek has a MBA education and... Read More →
TS

Tylor Schienke

Business Systems Analyst, Batteries Plus LLC
avatar for Viola Shoell

Viola Shoell

Business Systems Analyst, Franklin PUD
Ask me about reporting. My passion is getting all of that information out that has been so carefully put in.
avatar for Karl Stadick

Karl Stadick

Dynamics GP Administrator, Estenson Logistics
I am a former Great Plains employee and been using Dynamics off and on since version 1. I have been a Dynamics Consultant and Administrator for a couple of different companies. I believe my strongest skills are in reporting, SmartList Builder and Management Reporter. I am also a creative problem solver and so if you have an issue you cannot resolve, I probably will be able to help come up with one.


Thursday October 15, 2015 3:15pm - 4:15pm
Grand Ballroom 4

3:15pm

Nail Your Costs with Dynamics GP Landed Costing!
Landed costs are the additional costs that might be associated with purchasing a product, such as freight costs, insurance, or duties. Dynamics GP landed cost functionality allows you to link third party costs to individual PO receivings or warehouse transfer transactions, and will automatically calculate total unit costs and perform prorating calculations for you. It is a big deal for many international customers, but any company can benefit from this excellent functionality in Dynamics GP.

Speakers
avatar for Thomas Garcia

Thomas Garcia

President, ICON Business Consulting, LLC


Thursday October 15, 2015 3:15pm - 4:15pm
Treasures C & D

3:15pm

25 Development Tricks and Hacks in 50 minutes
Experienced Developer Evangelists, David Musgrave and Mariano Gomez, discuss some of the tricks and hacks they use when developing to make coding faster and easier or just building better code. Tricks and hacks are for both Dexterity and Visual Studio development.

Speakers
avatar for Mariano Gomez Bent

Mariano Gomez Bent

Executive VP, Intelligent Partnerships, LLC
I am a technology professional with over 20 years of experience delivering ERP and CRM implementations and multiplatform systems integrations for organizations across the Americas, Europe, and the Middle East in a wide variety of industries. I hold a Management Information Systems/Technology Administration degree from the University of Phoenix and BS in Systems Engineering from the Universidad Antonio Nariño in Colombia. I am also a Project... Read More →
avatar for David Musgrave

David Musgrave

Managing Director, Winthrop Development Consultants
David Musgrave is Managing Director of his own development and consulting business. Based in the suburb of Winthrop in Perth, Western Australia, Winthrop Development Consultants offers a range of Microsoft Dynamics GP add-on products as well as development, consulting and training services to the ISVs, partners and customers of the Microsoft Dynamics GP community. | | David is known for his many products including GP Power Tools... Read More →



Thursday October 15, 2015 3:15pm - 4:15pm
Grand Ballroom 6

3:15pm

Get Up-To-Speed With Dynamics GP
Attend this session and learn the new Employee Self Service Functionality built into Microsoft Dynamics GP 2015. We will focus on both Employee and Benefit Self-Service.

Speakers
avatar for Jeff Schreffler

Jeff Schreffler

Solutions Consultant, Tribridge


Thursday October 15, 2015 3:15pm - 4:15pm
Emerald B

3:15pm

Become a Master of Reporter Writer With These Tips and Tricks!
See how the magic of User-defined functions can turn you into the master of Report Writer. In this session you will learn how to get the data you need to create standard operating procedure (SOP) documents and Purchase Orders (PO's) in Word. This session will also teach you tricks that can speed up your Report Writer customizations by copying calculated fields and report layouts.

Speakers

Thursday October 15, 2015 3:15pm - 4:15pm
Paradise B

3:15pm

Regular Notepad Versus OneNote Wonder
Who still uses pen and paper in the 21st Century? What about your trusty notepad? That’s for amateurs! This session will be a life-changing experience for you when you learn the fabulous features provided by a tool that has sat dormant on your PC for years: OneNote. This session should not be missed! This is a cross-conference session and will be shared by other User Group members.

Speakers
avatar for David Long

David Long

Director SharePoint Practice, Tribridge


Thursday October 15, 2015 3:15pm - 4:15pm
Paradise C

3:15pm

Time for a Checkup: Healthier HealthCare Reporting
Patients are the heartbeat of healthcare, but how do you know if your business is worth more than just a pulse? Let’s try to simplify that potentially overwhelming task. Learn more about choosing relevant information from financial, practice management, and EHR systems. Explore the powerful insight gained with healthcare focused unit economics and see a few meaningful ways to bring it all together.


Thursday October 15, 2015 3:15pm - 4:15pm
Paradise A

3:15pm

Strategic Partnerships: Customer & Partner - How2
Get the most out of the relationship with your Microsoft Partner with communication! This session will share "examples" from long-time Members on what they have learned over the years in building a long-lasting relationship. Bring questions and you will walk away with some ideas.

Speakers

Thursday October 15, 2015 3:15pm - 4:15pm
Treasures A & B

3:15pm

100 Products in 50 Minutes
There's always a lot of hype from ISVs who create add-ons for Dynamics GP. They all make claims of bigger, better, and faster. In this session, we focus less on the marketing goals of add-on products and dive right in to what matters - what does each product DO? Most people can determine in 30 seconds whether or not an add-on product is useful to them. So we provide a rapid-fire presentation on 100 different ISV products out there, while keeping the focus on functionality rather than benefits. You will learn something new. Consider it an infomercial without Vanna White.

Speakers
avatar for Mark Rockwell

Mark Rockwell

President, Rockton Software
Life.


Thursday October 15, 2015 3:15pm - 4:15pm
Grand Ballroom 7

3:15pm

Become an Upgrade Master
Do upgrades confuse you? Are you not sure what to expect or what to plan for? Then attend this session. We will cover how to prepare for an upgrade, what reports to print and how to get your system ready. From there we will walk through a basic upgrade so you can see what happens behind the scenes. Come join us for this interesting seminar so the next time you are doing an upgrade, you can push the nerves aside!

Speakers
avatar for Christine Burbach

Christine Burbach

Senior Technical Consultant, McGladrey


Thursday October 15, 2015 3:15pm - 4:15pm
Emerald C

4:15pm

Networking Break with Refreshments
Enjoy light refreshments and networking in between sessions.

Thursday October 15, 2015 4:15pm - 4:45pm
The Mekorma Hub
  • CPE Eligible? No

4:45pm

BI Analysis 101: How to Read and Give It Life
Watch Mark Polino and Belinda Allen analyze real data in default GP Reports (SSRS reports and Excel Dashboards) to extrapolate information about the company. They’ll discuss what “questions” the BI answers and (just as importantly) what “questions” the BI creates. This session is not about BI tools, but rather how to read and interpret the results.

Speakers
avatar for Belinda Allen

Belinda Allen

Business Intelligence Program Manager, Njevity, Inc.
I am passionate about hobbies! I crochet, knit, sail, kayak, love movies, I make jewelry, clay pottery, play the Ukulele, host a book club, host a local inbound marketing group and ______ (you get the idea).OK, I'm a geek and a nerd, I LOVE Excel and BI!
avatar for Mark Polino

Mark Polino

Senior Consultant, Integrated Business Group
I'm a Microsoft MVP for Dynamics GP and a consultant with IBG in Orlando. I run the DynamicAccounting.net website dedicated to all things GP. I'm also the author/coauthor of 5 Dynamics GP books and 1 novel.


Thursday October 15, 2015 4:45pm - 5:45pm
Grand Ballroom 3

4:45pm

Best Practices for Setting up Audit Trails in Dynamics GP
You know you need to audit information in Dynamics GP, but how do you decide what to audit? In this session, we'll talk about how to take a risk based approach to creating audit trails. In this session you will learn: How to determine high risk areas for your company, best practices for setting up audit trails, and how to optimize your audit trail reports to see the most relevant data. We'll also show you real-life examples and walk you through the steps to successfully create audit trails.

Speakers
LP

Liz Piteo

Fastpath


Thursday October 15, 2015 4:45pm - 5:45pm
Paradise D

4:45pm

Getting Started with EFT in Microsoft Dynamics GP Electronic Banking
Join us for a deep dive into setting up Electronic Funds Transfer (EFT) for Payables and EFT for Receivables. We will explore implementation steps for EFT, business process considerations and file mapping techniques.

Speakers
avatar for Lou Spevack

Lou Spevack

Systems Accountant, American Council on Education
I have been using Dynamics GP as a customer and partner since version 2.2.


Thursday October 15, 2015 4:45pm - 5:45pm
Paradise E

4:45pm

SmartLists with AP – Yes, You CAN Have that Data!
Ever wanted to get more information from Accounts Payable using SmartLists, but just aren’t getting everything you need from the canned SmartLists? This session will show how to use SmartList Builder in conjunction with pre-written SQL views that come with Dynamics GP. This will get you more complex lists that aren’t available in the standard set of lists. We will explore what data is available in some of the pre-written SQL views and show how to leverage them on an AP-based SmartList.

Speakers
avatar for Peggy Evleth

Peggy Evleth

Senior Associate, McGladrey
If you have questions about Multi-Currency, come find me. It's a specialty area for me and I know how confusing it can be.


Thursday October 15, 2015 4:45pm - 5:45pm
Grand Ballroom 2

4:45pm

Spend More Time Analyzing - Best Uses for Financial Allocation
Accountants' jobs become much easier when they can spend more time analyzing instead of keying in invoices or doing multiple journal entries. This is why financial allocations were put into Dynamics GP! Spend some time learning the best spots to do allocations and determine whether fixed or variable are the ones to use. This session will concentrate on examples and questions.

Speakers
avatar for Kathy Kim

Kathy Kim

Director of Finance, Donor Network of Arizona
AZ GPUG Chapter, financials, automating A/P
avatar for Rick Zich

Rick Zich

President, Mr Beer
Financial executive with experience in all aspects of accounting, auditing and financial management. More specifically have worked closely with the owners of small/medium sized businesses (5-25MM) to help develop strong management teams and the systems needed to push their companies to the next level. | | Have significant experience in both manufacturing and information systems which help in identifying key needs from those departments... Read More →


Thursday October 15, 2015 4:45pm - 5:45pm
Grand Ballroom 1

4:45pm

Be Smart! Use Dynamics GP SmartList Designer
Are you looking for ways to produce better reporting with Microsoft Dynamics GP? Come to this session to learn about SmartList Designer and how it can work for you. Create more SmartLists reports to give your business a strategic advantage and see how to export your lists to Excel. If you want to learn how to get better reporting with Microsoft Dynamics GP, this session is for you!

Speakers

Thursday October 15, 2015 4:45pm - 5:45pm
Emerald A

4:45pm

SQL for Administrators: Getting Down to the Nitty Gritty
In this session you can expect to learn how to navigate SQL Server Management Studio and what all the different sections are. From there you will learn you how to query the SQL Server Dynamics Management Views and how to utilize the wealth of data stored within them. If attending this session, it is best that you are familiar with SQL Server and know how to write basic queries.
This is a cross-conference session and will be shared by other User Group Members.

Speakers
JK

Jeremy Kingry

eBECS North America


Thursday October 15, 2015 4:45pm - 5:45pm
Convention Center Room A1

4:45pm

Yes, they Have a Field For That! Extender and What it Means to You
How can you store additional information in Microsoft Dynamics GP if you've run out of space and you’re not a developer? Get some ideas with Extender and learn how to extend your data storage quickly and easily without writing any code. If you’ve ever said “I wish we had a field for that”, this session is for you.

Speakers
avatar for Martin Olsen

Martin Olsen

eOne Solutions, eOne Solutions
I lead a team of great people who developer software in the Microsoft Dynamics space. We have more than 20,000 copies of out software sold to Dynamics Customers. Our flagship product right now is SmartConnect which is beating all sales targets by a long way. SmartConnect is an integration tool for CRM that can connect CRM with all your other business systems and cloud tools that you use as an organization. People often ask me how... Read More →


Thursday October 15, 2015 4:45pm - 5:45pm
Grand Ballroom 5

4:45pm

ISV Round Up!
When entering this session you'll find tables labeled by Independent Software Vendors (ISVs). This is your chance to visit with key ISVs on what you need to know before you invest, get answers to questions you have on their products and the latest news. It's an ISV social time! ISV included are:
Binary Stream
Blue Moon Industries
Concerto
Data Masons
docSTAR
Dynavistics
Fastpath
Greenshades Software
Integrity Data
JOVACO Solutions
k-eCommerce
Mekorma
Professional Advantage
Rockton Software

Speakers
avatar for Zubin Gidwani

Zubin Gidwani

Founder, Dynamic Budgets LLC
GP user since GP9 | Reformed Assistant Controller / Financial Systems Manager / Data Spellunker | SME on Budgeting, BI/Reporting, Document Management, Analytical Accounting, Project Costing, | GPUG All Star, Former Board of Advisors, Summit and Convergence Content Steering Committees | | Couldn't find a GP Budgeting solution, didn't expect MS to replace Forecaster on time, so we mobilized and built Dynamic Budgets to fill the gap for... Read More →
avatar for Foy Mainor

Foy Mainor

Vice President of Sales, Paramount Technologies
Expertise in Requisitions, Procurement, AP Invoice Automation, Project Time, Travel & Expense.


Thursday October 15, 2015 4:45pm - 5:45pm
Grand Ballroom 4

4:45pm

Breakthrough Project Accounting - Part II
A continuation of Breakthrough Project Accounting Part I, this session goes on to cover how LPK managed employee involvement in their role and what's happened since their implementation. LPK has gained several valuable benefits - such as powerful analysis and utilization data - which they didn't initially expect.

Speakers
avatar for Jeff Smith

Jeff Smith

Solutions Architect, Socius
For the past 25 years, Jeff has been creating long-term relationships based on trust and accountability, specializing in project management, product engineering and consulting for Microsoft Dynamics solutions. He presents his strong solutions and industry expertise in personable and relatable ways.  https://www.linkedin.com/pub/jeff-smith/1/795/397
MW

Michelle Wagner

Financial Services Manager, LPK Holdings, Inc
I am an accountant that has a passion for solving problems. I like to leverage data (any data) to help in the problem solving process. I lean on my accounting skills to connect financial results with business operation management. My management team and C-suite lean on me to help call out inconsistencies, validate theories, forecast and scenario plan based on various knowns and unknowns while also challenging the various "gut feelings" that... Read More →


Thursday October 15, 2015 4:45pm - 5:45pm
Treasures C & D

4:45pm

Developing Service Applications with Dexterity: A No Nonsense Step-by-Step Guide
Still struggling to build your own Dexterity's Service-Based Architecture procedures? Let Developer evangelists David Musgrave and Mariano Gomez walk you through the principles, pitfalls, and best practices acquired through their own experiences. They will show you how each concept works with practical examples from the trenches and get you started in the right direction.

Speakers
avatar for Mariano Gomez Bent

Mariano Gomez Bent

Executive VP, Intelligent Partnerships, LLC
I am a technology professional with over 20 years of experience delivering ERP and CRM implementations and multiplatform systems integrations for organizations across the Americas, Europe, and the Middle East in a wide variety of industries. I hold a Management Information Systems/Technology Administration degree from the University of Phoenix and BS in Systems Engineering from the Universidad Antonio Nariño in Colombia. I am also a Project... Read More →
avatar for David Musgrave

David Musgrave

Managing Director, Winthrop Development Consultants
David Musgrave is Managing Director of his own development and consulting business. Based in the suburb of Winthrop in Perth, Western Australia, Winthrop Development Consultants offers a range of Microsoft Dynamics GP add-on products as well as development, consulting and training services to the ISVs, partners and customers of the Microsoft Dynamics GP community. | | David is known for his many products including GP Power Tools... Read More →



Thursday October 15, 2015 4:45pm - 5:45pm
Grand Ballroom 6

4:45pm

ACA 101: The Affordable Care Act Mandate - Help Yourself Without Becoming a Lawyer
Understand the necessary basics of the Affordable Care Act (ACA) requirements and confidently take actions needed for 2015 ACA compliance. Leverage Dynamic GP’s built-in tools to help your businesses be compliant and learn about fully integrated products that complete the ACA compliance requirements! Attend this session and know exactly what you need to be ACA compliant.

Speakers
avatar for Tom Franz

Tom Franz

Product Manager, Integrity Data, Inc.
Have a question on Dynamics GP HR/Payroll or the Affordable Care Act? I'm a Certified Payroll Professional. Come see me and we can *geek out* on GP payroll tax calculations or even ACA employer mandate requirements.


Thursday October 15, 2015 4:45pm - 5:45pm
Emerald B

4:45pm

Get an A+ on Reporting
Come and learn from a User Peer how he earned an A+ on Reporting for his organization. He'll share tips and How2 for both Management Reporter and SmartList.

Speakers
avatar for Steve Burney

Steve Burney

Financial Systems Senior Analyst, Correct Care Solutions, LLC
Steve has been enjoying the Great Plains experience for over 30 years and is looking forward to more.


Thursday October 15, 2015 4:45pm - 5:45pm
Paradise B

4:45pm

Go All IN! Create Reports With SmartList Designer
Come to this session to learn how you can use SmartList Designer to create SmartLists and Excel Reports.

Speakers

Thursday October 15, 2015 4:45pm - 5:45pm
Paradise C

4:45pm

What's Next: Management Reporter Report Distribution
Have you created great reports in MR, but are still manually distributing them? This session will explore how to take your report distribution to the next level using secure report links, security, and report schedules.


Thursday October 15, 2015 4:45pm - 5:45pm
Paradise A

4:45pm

Real Talk: Transform your Accounting from the Stone Age to the Digital Age
This presentation will discuss the reasons for going paperless and important considerations when selecting among many alternatives on the market.
Learn the best way to transform your accounts payable process from paper-based, manual, time-consuming steps to quick and seamless automation that integrates with your ERP system. Hear real-world challenges, selection criteria, success metrics and results on Users who changed to a accounts payable workflow automation solution.

Speakers
avatar for Dale Haines

Dale Haines

Marketing Manager, ImageTag


Thursday October 15, 2015 4:45pm - 5:45pm
Treasures A & B

4:45pm

Leverage the Advantages of Modifier with VBA
Come to this demonstration of how to modify your JE window to expose the Original Master ID and have it look up and populate either the Vendor or the Customer ID.

Speakers
KG

Kitty Geiger

IT Systems Architect, Netsmart Technologies


Thursday October 15, 2015 4:45pm - 5:45pm
Grand Ballroom 7

4:45pm

Create the Right Test For a Successful Upgrade
Have you ever started an upgrade testing plan and abandoned it before complete? In this session we’ll learn how to create and execute a successful testing plan, how to use those results to prove the success of the upgrade and what we forget to test most often. Planning and testing are the most important elements of a smooth upgrade no matter how big or small.  Join us to learn how to make your upgrade a success from start to finish!

Speakers
avatar for Sandra Dodge

Sandra Dodge

Sr. Financial Reporting & Systems Manager, Iridium
I have been using, administrating, implementing and training Great Plains since v2 and other technology projects along the way. I love my job!


Thursday October 15, 2015 4:45pm - 5:45pm
Emerald C

7:00pm

Dinner with Peers
Please be sure to join your colleagues for an exciting, casual dining GPUG evening opportunity, “Dinner with Peers”. You will have a unique chance to dine with individuals working in the same profession as yourself. There will be signup sheets are arranged by profession. Be sure to sign up by Thursday at noon as seating is limited. You do not want to miss this great dining experience to share experiences and network with your peers. Costs of the evening event is not included in the conference fees.
Please note that adding this to your schedule does not mean you have registered. Please register here: https://www.surveymonkey.com/r/GPUGSummit2015DinnerWithPeers

Thursday October 15, 2015 7:00pm - 9:00pm
Local Restaurants
 
Friday, October 16
 

7:00am

Breakfast - Jump Into a Great Day
Kick off the day with breakfast with GPUG Members.

Friday October 16, 2015 7:00am - 8:00am
Grand Ballroom 4
  • CPE Eligible? No

8:00am

The 'New' CFO & World of Financial Analytics
As the role of the CFO becomes more strategic, new analytical tools are needed to make sense of the voluminous data required to guide the direction of the business. Fortunately, a powerful new generation of tools is emerging that enable CFOs to completely model their businesses to make more reliable decisions quickly and easily without being data scientists.

Speakers
AD

Anthony D'Anna

COO, deFacto Global
Anthony D'Anna, COO, co-founded deFacto Global in 2008. deFacto’s mission is to deliver a Microsoft-based, enterprise-grade, Performance Management solution to compete against products from Oracle/Hyperion and SAP/Business Objects. Anthony is highly regarded as an expert in the Corporate Performance Management field, having spent the past 20+ years managing teams to lead clients through the strategic design and implementation of business... Read More →


Friday October 16, 2015 8:00am - 9:00am
Grand Ballroom 3

8:00am

The Ins n' Outs of Dynamics GP Purchase Requisitions
Attend this session and learn the ins and outs of Dynamics GP PO Requisitions. We will focus on the requisition process from creating the requisition to transferring it to a Purchase Order.

Speakers
avatar for Jeff Schreffler

Jeff Schreffler

Solutions Consultant, Tribridge


Friday October 16, 2015 8:00am - 9:00am
Grand Ballroom 1

8:00am

When IT Meets Finance: Best Practices for Successful Operations
Are you struggling in your daily Dynamics GP operations? Not sure whether to delegate duties and tasks to the IT department or Finance/training staff? Look no further and join us for a 60-minute session in which Peers discuss their experience from both sides of the coin. Learn best practices on collaborative operations with IT and Finance departments, from those who have been there!

Speakers
avatar for Lou Spevack

Lou Spevack

Systems Accountant, American Council on Education
I have been using Dynamics GP as a customer and partner since version 2.2.
avatar for MariAnne Woehrle

MariAnne Woehrle

Senior Director of IT, CTAM
My job requires me to be there when IT fails. I am in charge of making sure that everything is working (Hardware and Software) Upgrades, training, troubleshooting and repairing I specialize in Microsoft Sharepoint, Dynamics GP and Office.


Friday October 16, 2015 8:00am - 9:00am
Paradise D

8:00am

Why You Should Use Macros
You are wasting time if you are not using Macros! Come to this session and see how a User organization leverages steps saved and adds accuracy into the mix.

Speakers
avatar for Viola Shoell

Viola Shoell

Business Systems Analyst, Franklin PUD
Ask me about reporting. My passion is getting all of that information out that has been so carefully put in.


Friday October 16, 2015 8:00am - 9:00am
Grand Ballroom 2

8:00am

Project Time and Expense Workflow
Project Time and Expense are now native features in Microsoft Dynamics GP 2015. No more PDK or BP - just Dynamics GP! Come learn how to setup workflows, process timecards and expenses with the new Microsoft Dynamics GP 2015 Project Time and Expense.

Speakers
avatar for Tanya Henderson

Tanya Henderson

Owner, S2 Technology


Friday October 16, 2015 8:00am - 9:00am
Paradise E

8:00am

Lions and Tigers and Bears… Oh My! Disaster Recovery Planning for Dynamics GP
Your Dynamics GP system is working fine, you have planned all your daily backups (hopefully) and all is well. But what if a tornado, hurricane or fire hits your building? How are you going to get back into business quickly? Attend this session if you want to know more about disaster recovery preparation for Dynamics GP.

Speakers
avatar for Beat Bucher

Beat Bucher

Sr. Business Analyst, Dynamics GP MVP, Forensic Technology Inc.
Beat is using Microsoft Dynamics Great Plains since version 7.x back in 2003. Learned up the ins & outs of the system, mainly by creating reports and Excel queries linked to the back-end of the system. He has been working with SQL server for several years, coming from a main-frame background with DB2 and ISAM files. Recently started to work with SQL 2012 and SSAS. Uses various reporting tools for many years, like Crystal Reports, Excel, Report... Read More →


Friday October 16, 2015 8:00am - 9:00am
Grand Ballroom 5

8:00am

Benchmarking: Do You Know Where You Stand?
In this session we will explore the reasons for benchmarking your company or area. We will review why it is important to your future strategies, growth and profitability.

Speakers

Friday October 16, 2015 8:00am - 9:00am
Convention Center Room D5

8:00am

Huddle Hour: IT Professionals
During this one-hour session you will find others who are IT Professionals. You will start out in small groups with tables labeled by software tools to discuss challenges and share tips. After 40 minutes of talking, we’ll convene as one large group to share what was discussed so everyone can learn!

Speakers
avatar for Aaron Back

Aaron Back

Senior Application Specialist, CareSource
Aaron Back is an IT Professional with many years of experience in the IT industry. He is very active in the GPUG Community through GPUG Collaborate postings, Special Interest Group (SIG) Speaker, GPUG Summit Speaker, and Microsoft Convergence GPUG Panelist. He is also the VP Communications CRMUG Ohio River Valley Chapter, Vice Chairman of the GPUG Ohio Chapter and GPUG Chairman of the Board. Most recently, Aaron was the recipient of the GPUG... Read More →
TS

Tylor Schienke

Business Systems Analyst, Batteries Plus LLC


Friday October 16, 2015 8:00am - 9:00am
Grand Ballroom 4

8:00am

Field Service & What it Can Do for You!
Do you have recurring billing? Need to handle revenue recognition? How about handling Equipment Repairs or Vendor Returns? Do you have in house or external equipment that you need to manage preventative maintenance on? Find out what the Field Service Modules can do for you!

Speakers

Friday October 16, 2015 8:00am - 9:00am
Treasures C & D

8:00am

How to Know Something is Wrong BEFORE it's a Problem
In this session, learn how to set up your system to recognize when something is starting to go wrong and get it fixed - before your Users even know! Moreover, learn how to continue to be proactive as things change over time.

Speakers
avatar for John Lowther

John Lowther

Cloud Applications Administrator, Njevity, Inc.
Cloud Applications Administrator for Njevity, Inc. | Past Chairman of the Board of Advisors for the Dynamics GP User Group (GPUG) Leader of several of the GPUG Special Interests Groups (SIGs) (DBA, & Sys Admin) Published author in the User Group Magazines. One of the first three GPUG All Stars. With 20+ years as a developer, 15+ years as a DBA, and 10+ years with Microsoft Dynamics GP And multiple other things GP and SQL related


Friday October 16, 2015 8:00am - 9:00am
Grand Ballroom 6

8:00am

How to Use Service-Based Architecture in 2015 & Why it's Awesome Sauce
This is a dive into what makes Service-Based Architecture cool and how to use it to access Create, Read, Update and Delete functions on everything in Dynamics GP. Learn how developers can use it and also how it can empower the non-developer. SBA can be used for building mobile reporting apps, loading data into cloud Business Intelligence (BI) tools or as a way to update Dynamics GP data from anywhere anytime. Awesome sauce.

Speakers

Friday October 16, 2015 8:00am - 9:00am
Grand Ballroom 7

8:00am

Payroll Year-End Prep: W2 Checklist
Whether this is your first Payroll Year-End processing or you are a veteran, it's never to early to start planning. Come and get your checklist to make generating W2s as seamless as possible and learn tips and tricks for balancing and troubleshooting your W2 and Magnetic Media files.

Speakers

Friday October 16, 2015 8:00am - 9:00am
Emerald B

8:00am

Data to Your People – Using SSRS with Dynamics GP
SSRS (SQL Server Reporting Services) is Microsoft’s standard reporting tool. In this session, we’ll give an overview of all the things you can do with it – including report building, delivering Microsoft Excel spreadsheets, creating visualizations and even making a simple dashboard.
This session will be repeated at 3:30 on Friday.

Speakers

Friday October 16, 2015 8:00am - 9:00am
Paradise C

8:00am

How/When to Use the BI Tools You Already Have
When should I use my reporting tools? With a variety of tools to choose from, it can be overwhelming to decide what strategy is best for a particular report. We will compare and contrast the following reporting tools; Management Reporter, SmartList (GP)/ List export, Analysis Cubes, Power BI, SSRS, and Excel ODBC.

Speakers
avatar for Kalyn Kelly

Kalyn Kelly

Senior Consultant, Socius
I am a Senior BI and GP resource with Socius in Atlanta GA.


Friday October 16, 2015 8:00am - 9:00am
Paradise B

8:00am

Management Reporter - Balance Sheet and Cash Flow Reporting Made Easy
Got your income statements built in Management Reporter? Awesome. See how to also create your balance sheet and cash flow statements. Not only build these, but learn valuable report building tips that can save you heartaches and headaches in troubleshooting reports.

Speakers
avatar for Derek Krebs

Derek Krebs

Partner and Sr Consultant, MSX Group
Derek has over 20 years of experience in the fields of accounting, finance and business intelligence software. Prior to becoming a partner and senior consultant with the MSX Group in 2009, Derek spent 11 years consulting at FRx Software and Microsoft where he implemented financial reporting, budgeting, and business intelligence software at over 200 clients world-wide and trained over 5000 end users. In addition, Derek has a MBA education and... Read More →


Friday October 16, 2015 8:00am - 9:00am
Paradise A

8:00am

Dynamics GP Companion Apps Installation, Configuration & Overview
Apps, Apps, Apps! In this session you will learn about the Business Intelligence (BI) Apps available for Dynamics GP, where to find the Apps, and how to configure the environment to run these Apps using your data.

Speakers
avatar for Brian Meier

Brian Meier

Principal Program Manager, Microsoft


Friday October 16, 2015 8:00am - 9:00am
Emerald A

8:00am

Inbox Overflowing? Take Back Control!
Learn tips and tricks from the popular book, 15 Minute Inbox. Ginny Ferguson will share strategies to help you take control of your inbox and spend less time on email and more time on strategic initiatives. This is a cross-conference session and will be shared by other User Group Members.

Speakers
avatar for Ginny Ferguson

Ginny Ferguson

Manager of Customer Success, Sikich
I lead the Client Account Management team for an accounting, advisory, technology and managed services firm. In this role I am responsible for existing client marketing and sales efforts, overseeing a team of sales professionals and managing several key accounts. | | Time management and optimizing productivity is a hobby of mine. As a mother of four children, I am contantly looking for new ways to acheive more in less time both at work... Read More →


Friday October 16, 2015 8:00am - 9:00am
Treasures A & B

8:00am

The Upgrade: Don't Forget Management & User Adoption
An important aspect too often overlooked during upgrade planning is gaining management and User adoption. This session will show you how to do just that, how to communicate the plan and process, as well as handy tools you can use in your progress. After all, despite all of your hard work during an upgrade, it's only as good as how it's adopted by your employees. We'll help you make this a smashing success!

Speakers
avatar for Rod O'Connor

Rod O'Connor

Owner, Briware Solutions Inc.
I am passionate about helping companies get the most from their Dynamics GP investment.


Friday October 16, 2015 8:00am - 9:00am
Emerald C

9:00am

Networking Break with Refreshments
Enjoy light refreshments and networking between sessions.

Friday October 16, 2015 9:00am - 9:30am
The Mekorma Hub
  • CPE Eligible? No

9:30am

50 Companies, 50 Checkbooks, One Button + Power Tools -By Mekorma
Come see time compressed! Mekorma' s multi-batch tools free you from the laborious tasks of selecting invoices, building payments, and printing checks one batch at a time. Now you can build and print checks from all checkbooks - across all companies - in one single operation. Think of the hours saved! Please be on time because this demo will be quick! Stay to see the power of Winthrop Dynamics GP Power Tools - the indispensable tool for the Dynamics GP administrator.

Speakers
avatar for Angel Blum

Angel Blum

Sales and Marketing, Mekorma
CK

Craig Klapman

president, Mekorma


Friday October 16, 2015 9:30am - 10:00am
Emerald A

9:30am

Archiving Data: Maximize Your Microsoft Dynamics® GP Output by Professional Advantage
Would you like to maximize your Microsoft Dynamics GP output and minimize your time searching and waiting? Company Data Archive (CDA) provides an easy way to move historical information from your live company to an archive company. During this session you will learn: The benefits of archiving your GP data; how to optimize SQL Indexes; how to perform an archive; how to archive third party data and; what to expect after archiving.

Speakers
avatar for Matt Green

Matt Green

Product Manager, Professional Advantage
I have worked within the Microsoft Dynamics community with Professional Advantage (PA), since 2010. I have experience in sales and marketing, but most recently I've acted as a Business Leader, managing PA's Microsoft Dynamics® GP horizontal solutions including Collections Management and Company Data Archive. I coordinate activities and liaise with the Marketing, Sales, Support, Operations, and Development departments, helping to set the agenda... Read More →


Friday October 16, 2015 9:30am - 10:00am
Emerald B

9:30am

BI360: Excel & Web Reporting and Budgeting for GP by Solver
In this session, you will see an in-depth demonstration of Dynamics GP reports being built in BI360, the leading Microsoft Excel report writer. BI360 delivers powerful Reporting in Microsoft Excel, the web and mobile. Also, see how BI360 completely automates your Budgeting and Forecasting processes and see how easily you can build real-time Dashboards with drag-and-drop functionality. In addition, BI360 comes with an out-of-the-box integration to Dynamics GP and can connect other data sources, such as enterprise resource planning (ERP), Payroll, and Legacy Systems.

Speakers
NR

Nils Rasmussen

CEO, Solver
Looking forward to discuss how BI360 can help you improve your financial reporting and budgeting processes. | | Also looking forward to meet with Dynamics resellers that want to build a BI practice with BI360.


Friday October 16, 2015 9:30am - 10:00am
Grand Ballroom 7

9:30am

Blue Moon’s Credit Card Payments & Mercury Payments
See how your business benefits when two great companies partner together to deliver fully integrated credit card processing within Dynamics GP. Easy-to-use software and an easy-to-manage relationship with Mercury gives you the best of everything when it comes to accepting credit cards from your customers. Of course, we will be giving away fantastic prizes!

Speakers
avatar for Janice Phelps

Janice Phelps

Director, Professional Services, Blue Moon
How to increase their consulting revenue and customer satisfaction by including Blue Moon products in their customer's system configurations.


Friday October 16, 2015 9:30am - 10:00am
Grand Ballroom 5

9:30am

Complex Reporting Made Simple with BizInsight for Dynamics GP by BizNet Software
We have learned through research, no matter what other reporting tools are put in place, there are always going to be people in every organization who still export data to Excel. If you are spending anytime in Excel today, join us! BizInsight creates a real-time connection to Dynamics GP databases for live access enabling the most accurate and current data in Excel-based spreadsheets. BizInsight delivers actual Excel functions that understand your General Ledger and other applications.

Speakers
avatar for Krystal Humphrey

Krystal Humphrey

Account Sales Representative, BizNet Software
We Help People Simplify the Business Reporting Process. | | BizNet Software, Inc. is a market leader for Microsoft Excel cloud reporting and business intelligence. Founded in 1996 to take the mystery out of databases, BizNet focuses on Microsoft Excel reporting solutions guided by financial and business professionals with a real-world understanding of corporate financial, operational and technical requirements. | | The BizInsight... Read More →


Friday October 16, 2015 9:30am - 10:00am
Treasures A & B

9:30am

Ditch the Receipts: Easy Expense Management for Dynamics GP by Nexonia
Tired of having to deal with envelopes of smudged receipts, late credit card statements and incomplete or inaccurate expense reports? This session will help you: Get rid of the headaches of paper receipt management, chasing down employees, re-work by administrators and non-compliance with corporate policies; move your expense management to the Cloud with direct integration with your Microsoft Dynamics GP account and; take control of your expenses with flexible approval queues, intuitive mobile apps, and unlimited training and support from Nexonia.

Speakers
avatar for Neil Wainwright

Neil Wainwright

CEO, Nexonia
Neil is the CEO of Nexonia, the leading expense reporting software with the best Microsoft Dynamics GP integration.


Friday October 16, 2015 9:30am - 10:00am
Emerald C

9:30am

Dynamics GP Accelerator: Risk Mitigation with Accounting Automation by DocuPhase
Audits, human cost and error, compliance, and risk mitigation all need great attention day in and day out in today’s accounting process. Imagine a world without paper and human decision around your accounting business rules. Accounting Automation eliminates the risk and cost of relying on people to remember what to do. Join us to learn about the DOCUPHASE GP Accelerator and see what it looks like in the context of the real-world.  

Speakers

Friday October 16, 2015 9:30am - 10:00am
Grand Ballroom 6

9:30am

Infinia Integrator Showcase by Sikich LLP
Infinia Integrator gained its reputation from the copy-paste function for a single journal entry when it launched in 2007. From there, a feature set was built out, making the Integrator indispensable for those who have tried the product. The Integrator now includes 14 modules and continues to grow. Attend this session to learn about our existing modules and our NEW copy-paste modules for Master Records (General Ledger (GL) posting accounts, Vendors, and Customers) and the Conversion Start-up Suite. 

Speakers
avatar for Tom Myers

Tom Myers

Infinia Integrator, Sikich
Thomas J. Myers is the Founder of the Infinia Integrator and IP Practice Manager for Sikich with 27 years experience in the Dynamics GP partner channel. Tom is a frequent presenter on technology topics and has spoken for many organizations over the years, including reImagine, GPUG, and Convergence conferences. | Infinia Integrator is a product that people love. The copy-paste-import functionality saves users hundreds of hours with the unique... Read More →


Friday October 16, 2015 9:30am - 10:00am
Paradise A

9:30am

Maximizing Microsoft Dynamics® GP with Document Process Automation by Esker
Today most organizations have applications in place, such as Microsoft Dynamics GP, to improve operational efficiency. But as beneficial as ERP systems are, manual pain points remain in many business processes. Attend Esker's partner showcase to discover how document process automation helps fill these critical gaps without replacing or interrupting existing infrastructures and processes. Attendees will also gain insight from Esker customers that have benefitted from automation while operating Dynamics GP systems.

Speakers
avatar for Diana Eagen

Diana Eagen

Sales Director, Esker Inc.
Diana works for a worldwide leader in document process automation solutions. Addressing all types of business processes, from accounts payable and accounts receivable to order processing and purchasing. Diana's expertise is providing software solutions that compliment a companies current ERP investment enabling automation of the reception, processing and sending of any business document with one platform. | Diana is Director of Sales for... Read More →


Friday October 16, 2015 9:30am - 10:00am
Paradise C

9:30am

Mobile First! Smart Apps to Hack Your Sales/Cash-flow/Back-office Now! By HandApps Software
Mobile is the buzz word of the day but what can you do with it in the real world? In this 30-minute session we cut through all the hype to focus on a specific use case: Mobile Sales. If your sales reps are on the road taking orders, selling out of their trucks, showrooms or tradeshow booths, you can't miss this opportunity to learn how to increase sales 33 percent and cut costs 50 percent.

Speakers
avatar for Rick Calienes

Rick Calienes

CEO & Founder, HandApps Software Inc.
HandApps specializes in mobile solutions for Microsoft Dynamics GP, Microsoft Dynamics NAV and Microsoft Dynamics AX. Our enterprise mobile apps include modules for Route Sales, Direct Store Delivery (DSD), Proof of Delivery (POD) and Inventory Automated Data Collection. Since 2001, HandApps proven products have leveraged mobile, web and cloud technologies to help customers instantly reduce costs and dramatically increase profits. Whether... Read More →


Friday October 16, 2015 9:30am - 10:00am
Grand Ballroom 1

9:30am

Proven Methods for a Successful GP Upgrade by Armanino
Take the mystery out of your Dynamics GP upgrade. Dangerous? Never, if you follow the proven methodology that practically ensures success. This presentation will emphasize the procedures that take risk out of the equation. Learn how to approach the project with confidence and minimal disruption to your end users.

Speakers

Friday October 16, 2015 9:30am - 10:00am
Paradise D

9:30am

ReQlogic: Powering Efficiency & Cost Control
ReQlogic, for Microsoft Dynamics GP, delivers powerful browser-based and mobile functionality to drive eProcurement, requisitions, invoices, expense reports, and time tracking throughout your business, powering efficiency and controlling costs. ReQlogic supports the project team with mobile functionality project-related approvals around time and expenses. Powerful routing policies and tailored user experience make ReQlogic unique to your company.

Speakers
avatar for Karen Runng

Karen Runng

Partner Manager, ReQlogic
Karen is the Partner Account Manager for ReQlogic, responsible for developing partnerships in the Microsoft Dynamics channel. After five years of working in various accounting roles in the UK, she spent the next two decades executing and managing accounting software implementations before joining the ReQlogic team in 2001. Karen came onboard to build the product team and establish a channel with the Microsoft Dynamics partners. Now focusing... Read More →



Friday October 16, 2015 9:30am - 10:00am
Grand Ballroom 3

9:30am

The Cure to Invoice Processing Inefficiencies for Dynamics GP Users by Lexmark
How do you measure the success of your Accounts Payable (AP) department? If performance indicators include the cost and the time it takes to process a single invoice, let Lexmark introduce you to automated invoice processing, integrated with your Dynamics GP enterprise resource planning (ERP) system. We're bringing decades of experience helping organizations implement best practices for invoice processing. These will help you gain efficiencies in AP.

Speakers

Friday October 16, 2015 9:30am - 10:00am
Paradise B

9:30am

Think Modern AP-Contracts, Requisitions, Invoices, Expenses, Any Device by Ariett
Moving to paperless accounts payable (AP) is just the beginning. Get ready to use Ariett Cloud Purchase and Expense on any device to submit, review and approve contracts, requisitions, purchase orders (POs), invoices and expense reports. See how one, simple platform, with advanced search and reporting, provides you with real-time data across your corporate entities. We'll delight you with a mobile, scalable solution on Microsoft Azure that will grow with your company. Now that's modern accounts payable!

Speakers

Friday October 16, 2015 9:30am - 10:00am
Grand Ballroom 2

9:30am

Thomson Reuters ONESOURCE - Microsoft Dynamics ERP Integration Overview
In a constantly evolving tax landscape that features over 15,000 tax authorities in the U.S., each with their own complex set of requirements, the integration of ONESOURCE Indirect Tax solution with Microsoft Dynamics GP helps you seamlessly navigate a world of complexity. Our cloud-based solution removes the manual burdens of tax determination and calculation, as well as provides flexible integration options for multiple systems, a high-performance determination engine, and real-time integration during sales order processing.


Friday October 16, 2015 9:30am - 10:00am
Paradise E

9:30am

You Bought What?!? Getting Approvals Before Getting the Bill! By Paramount Technologies
One impactful and under-utilized tool in organizations is an effective pre-approval process for engaging in business with an outside vendor. Failed Requisition and Contract processes can cost organizations and generate Month-End surprises. This session will focus on: The importance of pre-approval; saving time and money by enforcing financial and project budgets; using automation to remove manual/inconsistent processes and; controlling road warrior expenditures.

Speakers
avatar for Foy Mainor

Foy Mainor

Vice President of Sales, Paramount Technologies
Expertise in Requisitions, Procurement, AP Invoice Automation, Project Time, Travel & Expense.


Friday October 16, 2015 9:30am - 10:00am
Treasures C & D

10:00am

Grab a Drink and Network!
Use this break to cultivate new relationships in between sessions. Refreshments provided.

Friday October 16, 2015 10:00am - 10:30am
The Mekorma Hub
  • CPE Eligible? No

10:30am

Ask the GPUG All-Stars
Do you have burning questions to ask some of the most knowledgeable folks in the industry? Bring your questions to this general session and get answers from some of our most talented and giving subject matter experts (SMEs). We will also announce this year's three new GPUG All Stars and bring them on stage for discussion.

Speakers
avatar for Belinda Allen

Belinda Allen

Business Intelligence Program Manager, Njevity, Inc.
I am passionate about hobbies! I crochet, knit, sail, kayak, love movies, I make jewelry, clay pottery, play the Ukulele, host a book club, host a local inbound marketing group and ______ (you get the idea).OK, I'm a geek and a nerd, I LOVE Excel and BI!
avatar for Beat Bucher

Beat Bucher

Sr. Business Analyst, Dynamics GP MVP, Forensic Technology Inc.
Beat is using Microsoft Dynamics Great Plains since version 7.x back in 2003. Learned up the ins & outs of the system, mainly by creating reports and Excel queries linked to the back-end of the system. He has been working with SQL server for several years, coming from a main-frame background with DB2 and ISAM files. Recently started to work with SQL 2012 and SSAS. Uses various reporting tools for many years, like Crystal Reports, Excel, Report... Read More →
avatar for Zubin Gidwani

Zubin Gidwani

Founder, Dynamic Budgets LLC
GP user since GP9 | Reformed Assistant Controller / Financial Systems Manager / Data Spellunker | SME on Budgeting, BI/Reporting, Document Management, Analytical Accounting, Project Costing, | GPUG All Star, Former Board of Advisors, Summit and Convergence Content Steering Committees | | Couldn't find a GP Budgeting solution, didn't expect MS to replace Forecaster on time, so we mobilized and built Dynamic Budgets to fill the gap for... Read More →
avatar for Andy Hafer

Andy Hafer

CEO, Dynamic Communities
Andy Hafer is the CEO of Dynamic Communities, Inc. which provides administration and facilitation of the Dynamics AX User Group (AXUG), the Dynamics GP User Group (GPUG), the Dynamics NAV User Group (NAVUG), the Dynamics CRM User Group (CRMUG), as well as the Dynamic Partner Connections Groups. | | | | Prior to helping establish Dynamic Communities, Andy served as CIO of PRIDE Enterprises in Tampa Bay, Florida, USA. PRIDE is a diversified... Read More →
avatar for Terry Heley

Terry Heley

Escalation Engineer, Microsoft
avatar for John Lowther

John Lowther

Cloud Applications Administrator, Njevity, Inc.
Cloud Applications Administrator for Njevity, Inc. | Past Chairman of the Board of Advisors for the Dynamics GP User Group (GPUG) Leader of several of the GPUG Special Interests Groups (SIGs) (DBA, & Sys Admin) Published author in the User Group Magazines. One of the first three GPUG All Stars. With 20+ years as a developer, 15+ years as a DBA, and 10+ years with Microsoft Dynamics GP And multiple other things GP and SQL related
avatar for Kim Peterson

Kim Peterson

Director, GPUG
GPUG Members! | Kim Peterson has over 33 years’ experience in building and supporting the Microsoft Dynamics GP community by working with Microsoft, Partners and Customers. For the first 21 years of her career she was employed by Great Plains Software and then Microsoft Dynamics after the acquisition of Great Plains Software by Microsoft in 2001. During her tenure at Microsoft and Great Plains Software, Kim held roles covering different... Read More →


Friday October 16, 2015 10:30am - 11:30am
Convention Center Hall 3

10:30am

Listening Across Generations
Traditionalists, Baby Boomers, Generation X, and Millennials. How can we listen across the generations and understand each other to work in harmony? We will take a look at each generation's shared experiences and how those experiences translate to work traits. We will look at social changes and how they impact the perspectives of each generation. And finally, we offer tips on communicating effectively across the generations. This is a cross-conference session and will be shared by other User Group Members.

Speakers

Friday October 16, 2015 10:30am - 11:30am
Convention Center Room F7

11:30am

Community Theater in the Expo
12:00pm - 12:15pm - Tips and Tricks & Need to Know Information About to Your User Group Website
12:20pm - 12:35pm - Mars Fishcare Member Showcase


Friday October 16, 2015 11:30am - 1:00pm
Convention Center Halls 1 & 2

11:30am

Networking Lunch and Final Expo Hours
The Meal Hall provides attendees with organized networking opportunities over lunch! Look for the designated GPUG seating area. Each table is split up by state and in alphabetical order, so you will easily be able to locate, join in, and enjoy lunch with local Dynamics GP peers, chapter leaders, and product experts near you. If you don’t see a table that corresponds with your location, talk to a Member about starting a Chapter in your area. We will also have an area unlabeled if you’d simply like to eat and get to know other GPUG Members.
Then visit the Expo to take advantage of this final opportunity to browse some of the top products and solutions available through the Dynamics Partner community.

Friday October 16, 2015 11:30am - 1:00pm
Convention Center Halls 1 & 2
  • CPE Eligible? No

1:00pm

Better Business Analytics with Powerful Business Intelligence Tools
With Business Analytics (BA) you are able to create an organization that is constantly adapting and that embraces the changing market place to stay one step ahead of the competition. BA is not centered on data warehouses, but instead focuses on creating a learning organization, constantly aware of what your business has done in the past and using that information to plan for the future. In this presentation, you will learn: challenges that your business may be facing that could signal your need for BA; the value; which tools that are available ; best practices and considerations for BA projects.

Speakers
avatar for Terry Ginley

Terry Ginley

Director of Business Analytics, Socius
Terry has over 20 years of leadership experience in the ERP, Financial Reporting and Business Intelligence software markets. He championed and launched the Global BI practice at Microsoft before bringing his deep knowledge of analytical systems to Socius. Terry excels at making business analytics accessible and relevant to everyone. https://www.linkedin.com/pub/terry-ginley-cpa/25/b49/142


Friday October 16, 2015 1:00pm - 2:00pm
Grand Ballroom 3

1:00pm

Managing AP Processes with Multiple Companies
This panel will focus on ways to manage multiple companies in Accounts Payable (AP). Panelists have many databases or have multiple entities in one database using a tool like Multi-entity Management or a complex chart of accounts. Discussion will include managing vendors across companies and managing electronic payments and check batches. Additionally, we will discuss the pros and cons of running the entities on one versus many databases and the tools that help in each case.

Speakers

Friday October 16, 2015 1:00pm - 2:00pm
Grand Ballroom 2

1:00pm

SmartList 101- Begin using SmartList for Data Analysis
Wouldn't it be nice not to have to use a trial balance for all of your analysis? SmartList is the answer! Learn how to pull data, modify existing SmartLists, add a net amount to the list, pull general ledger (GL) accounts for vendors and more. This session is 30-minutes of getting to know SmartList with 15 minutes of open questions & working on specific User needs.
This session is a repeat from Thursday at 2:00.

Speakers
avatar for Sara Young

Sara Young

US Accounting Manager, Landmark Worldwide
Using VBA to automate FS Output from Adaptive, GP & other sources. | Disney. | Being a single mom of a 12 year old. | Simplifying processes to make workflow go faster.


Friday October 16, 2015 1:00pm - 2:00pm
Paradise D

1:00pm

Why Do We Care About HIPPA & HITECH in ERP Anyway?
This session will teach you how to secure Enterprise Resource Planning (ERP) and management systems for privacy and security compliance, including HIPAA/HITECH.


Friday October 16, 2015 1:00pm - 2:00pm
Grand Ballroom 1

1:00pm

Getting the Most Out of Your Local GP Community
This session will be an opportunity to provide direct feedback about your local chapter. Meet with the GPUG Chapter Team and a selection of Chapter Leaders for a great opportunity to influence the future of the Chapter Program and contribute ideas on how to enhance the GPUP Chapter meetings in your area. To apply for your involvement, please submit your interest by clicking here: https://www.surveymonkey.com/r/GPUGChapters

Speakers
avatar for Rose Spitzer

Rose Spitzer

GPUG Chapter Manager, Dynamic Communities


Friday October 16, 2015 1:00pm - 2:00pm
Executive Board Room

1:00pm

Microsoft Dynamics GP 2013 through GP 2015: Fixed Assets
Between Microsoft Dynamics GP 2013, GP 2013 R2 and GP 2015, more than 250 new features have been added, giving you more value than any other release. In this session, we'll provide an overview of the top features in the latest release of Microsoft Dynamics GP for fixed assets.

Speakers
avatar for Jared Hall

Jared Hall

Program Manager, Microsoft
Jared Hall is a Program Manager on the Dynamics SMB development team. He has been with Microsoft for 9 years, working in a few different roles. As a Program Manager, his responsibilities include research and design of new features to be included in future releases of Dynamics SMB ERP products. His primary areas of focus include the core Financials modules of the ERP systems.


Friday October 16, 2015 1:00pm - 2:00pm
Emerald A

1:00pm

PSTL Toolset - A Dynamics GP Admin's Dream
Do you know that you have more power than you thought? With Microsoft's Professional Service Tool Library (PSTL) you get a whole new set of functions that you can apply in Dynamics GP, where previously you had to mandate your Partner or a Dynamics GP Consultant. The tools are so valuable that Microsoft built some of them directly into the latest Dynamics GP releases.

Speakers
avatar for Beat Bucher

Beat Bucher

Sr. Business Analyst, Dynamics GP MVP, Forensic Technology Inc.
Beat is using Microsoft Dynamics Great Plains since version 7.x back in 2003. Learned up the ins & outs of the system, mainly by creating reports and Excel queries linked to the back-end of the system. He has been working with SQL server for several years, coming from a main-frame background with DB2 and ISAM files. Recently started to work with SQL 2012 and SSAS. Uses various reporting tools for many years, like Crystal Reports, Excel, Report... Read More →


Friday October 16, 2015 1:00pm - 2:00pm
Grand Ballroom 5

1:00pm

50 Killer Tips in 50 Minutes: Microsoft Dynamics GP in the Fast Lane
Get the most out of Dynamics GP in the shortest time possible with 50 Killer Tips in 50 Minutes. Microsoft MVP Mark Polino’s fast-paced session is a GPUG favorite with lots of quick tips and full documentation to make the tips work in your organization.
This is a repeated session from Thursday at 9:30.

Speakers
avatar for Mark Polino

Mark Polino

Senior Consultant, Integrated Business Group
I'm a Microsoft MVP for Dynamics GP and a consultant with IBG in Orlando. I run the DynamicAccounting.net website dedicated to all things GP. I'm also the author/coauthor of 5 Dynamics GP books and 1 novel.


Friday October 16, 2015 1:00pm - 2:00pm
Paradise E

1:00pm

Huddle Hour: Building Partner/User Relationships
Wonder what to expect from your Partner? This roundtable discussion will give you a chance to visit with other Members on what they experience, expect and hopefully give you a game plan to use when you get home. It's key to everyone's success to have a strong working relationship!

Speakers
avatar for Kathy Kim

Kathy Kim

Director of Finance, Donor Network of Arizona
AZ GPUG Chapter, financials, automating A/P
MM

Mike McDowell

Chief Operations Officer, Mekorma
avatar for Rick Zich

Rick Zich

President, Mr Beer
Financial executive with experience in all aspects of accounting, auditing and financial management. More specifically have worked closely with the owners of small/medium sized businesses (5-25MM) to help develop strong management teams and the systems needed to push their companies to the next level. | | Have significant experience in both manufacturing and information systems which help in identifying key needs from those departments... Read More →


Friday October 16, 2015 1:00pm - 2:00pm
Grand Ballroom 4

1:00pm

More Than Meets the Eye - Best Practices for Inventory Control Using Dynamics GP 2015
There’s more to inventory than meets the eye! In this session we will explore Inventory features and functionality that go beyond the basic Item Maintenance window, including making the most of reason codes, stock counts, quantity tracking options and best practices for transaction processing and reporting.  

Speakers

Friday October 16, 2015 1:00pm - 2:00pm
Treasures C & D

1:00pm

Integrate or Die - How & Why Systems Must Talk
Integrate or die: It's that simple. In the mid-market no company has one enterprise resource planning (ERP) tool that does everything. Learn how to make all your systems talk together. What tool should you use? Does SB replace eConnect? Learn that you DO NOT need to be a developer to save your company from integration abstinence.

Speakers
avatar for Martin Olsen

Martin Olsen

eOne Solutions, eOne Solutions
I lead a team of great people who developer software in the Microsoft Dynamics space. We have more than 20,000 copies of out software sold to Dynamics Customers. Our flagship product right now is SmartConnect which is beating all sales targets by a long way. SmartConnect is an integration tool for CRM that can connect CRM with all your other business systems and cloud tools that you use as an organization. People often ask me how... Read More →


Friday October 16, 2015 1:00pm - 2:00pm
Grand Ballroom 6

1:00pm

51 Tips in 50 Minutes: Human Resources and Payroll
This session will provide basic tips to use in the daily processing of Human Resources and Payroll information in Microsoft Dynamics GP 2015. We'll review unique features of the product, share valuable tips, and provide insight on how the modules integrate with one another.
This is a repeat session from Wednesday at 11:00.

Speakers
avatar for Terry Heley

Terry Heley

Escalation Engineer, Microsoft


Friday October 16, 2015 1:00pm - 2:00pm
Emerald B

1:00pm

50 Tips in 50 Minutes: The Builders
In this fast-paced session we have added additional tips and tricks. if you've attended this session in the past we have new features to show you to build on the ones learned in the past! You will not be disappointed!

Speakers

Friday October 16, 2015 1:00pm - 2:00pm
Paradise A

1:00pm

Migrating from FRx to Management Reporter
If you have been using FRx and are now switching to Management Reporter, this session is for you. Learn important points to consider before, during and after your migration of reports. Not everything converts and there is always cleanup that can be done to save you time. Get the information you need to make your switch smoother and more enjoyable.

Speakers
avatar for Derek Krebs

Derek Krebs

Partner and Sr Consultant, MSX Group
Derek has over 20 years of experience in the fields of accounting, finance and business intelligence software. Prior to becoming a partner and senior consultant with the MSX Group in 2009, Derek spent 11 years consulting at FRx Software and Microsoft where he implemented financial reporting, budgeting, and business intelligence software at over 200 clients world-wide and trained over 5000 end users. In addition, Derek has a MBA education and... Read More →


Friday October 16, 2015 1:00pm - 2:00pm
Paradise C

1:00pm

Peer2Peer: Reporting Q&A
This session provides 60 minutes for reporting-related questions and answers with peers. The discussion will be led by some of our role leaders, but it’s truly about you – giving you a chance to ask for direction.

Speakers
avatar for Steve Erbach

Steve Erbach

Businesss Analyst & MS Dynamics Administrator, WOW Logistics Company
I'm an application developer (SQL Server, .NET, C#, ASP.NET) for my company and I'm the principle go-to guy for Dynamics GP. I have lots of experience with SQL Server (through 2012) but not as an administrator. I've come to appreciate the unique power of Management Reporter 2012 and I'm pretty good at it.
avatar for Frank Heslin

Frank Heslin

Financial Systems Administrator, Examworks
I am a recovering Accountant! | I have used GP since 2006. | I'm Co-Chair of the Georgia Regional GPUG Chapter. (GPUGGA) | I'm on the GPUG Advisory Board | I like to help people do their jobs quicker & more efficient!
avatar for Clark A. Patterson

Clark A. Patterson

GP Analyst, Paper Source
GP Consultant/User since 1996. I have been wandering between the worlds of Accounting and IT for over 30 years.
avatar for MariAnne Woehrle

MariAnne Woehrle

Senior Director of IT, CTAM
My job requires me to be there when IT fails. I am in charge of making sure that everything is working (Hardware and Software) Upgrades, training, troubleshooting and repairing I specialize in Microsoft Sharepoint, Dynamics GP and Office.


Friday October 16, 2015 1:00pm - 2:00pm
Paradise B

1:00pm

Azure and the Cloud - They're Not Just Colors and Fluff!
In this session you will learn that Azure has more to offer than just infrastructure services.  We will cover how Azure can be utilized for integration services (Azure App Services), document services (Azure Document DB), Web/Mobile Apps, Machine Learning and more.  The goal is to provide an overview of services and how they may apply to your implementations today.
This is a cross-conference session and will be shared by other User Group Members.

Speakers
avatar for Tim Harris

Tim Harris

VP Strategy & Sales, Arbela Technologies
Tim brings more than 15 years of software and business ERP consulting experience. His experience ranged from building industry solutions for the postal industry supply chain with SAP to Manufacturing, Distribution, Engineering, Construction and Professional Services solutions with Dynamics AX. He has a talent for successfully implementing large, complex ERP solutions. By focusing on solving business problems through best practice guidance and... Read More →


Friday October 16, 2015 1:00pm - 2:00pm
Convention Center Room A1

1:00pm

Getting Started with SharePoint Online & Office 365
Jeff Morlen will demonstrate what can be done when leveraging the power and flexibility of Microsoft’s online solutions. He will touch on SharePoint Online, Office 365 and other online applications you can deploy in your environment to make life easier. Apps to be shown include: Layer2 Cloud Connector, Microsoft Dynamics GP Workspace, Docusign for SharePoint Online and MetaLogix Essentials for Office 365.

Speakers
avatar for Jeff Morlen

Jeff Morlen

Network Engineer, Delta Medical Systems, Inc.
I'm an IT professional with over 20 years of experience in servers, networking, security and online technologies. I've been with Delta Medical Systems for over 5 years and maintain our virtualized network, applications and our online presence. I'm passionate about teaching others to use the tools they have at their disposal and how to get low cost solutions up and running.


Friday October 16, 2015 1:00pm - 2:00pm
Treasures A & B

1:00pm

Using GP Power Tools to Write Custom Web Services for Microsoft Dynamics GP
GP Power Tools for Microsoft Dynamics GP 2015 leverages its scripting functionality combined with Service-Based Architecture to provide a simple method for administrators, consultants and developers to create custom web services. These can be written in any combination of Dexterity, SQL, C# and VB.Net scripting. Come see David Musgrave and Mariano Gomez demonstrate how you can write your own web services.

Speakers
avatar for Mariano Gomez Bent

Mariano Gomez Bent

Executive VP, Intelligent Partnerships, LLC
I am a technology professional with over 20 years of experience delivering ERP and CRM implementations and multiplatform systems integrations for organizations across the Americas, Europe, and the Middle East in a wide variety of industries. I hold a Management Information Systems/Technology Administration degree from the University of Phoenix and BS in Systems Engineering from the Universidad Antonio Nariño in Colombia. I am also a Project... Read More →
avatar for David Musgrave

David Musgrave

Managing Director, Winthrop Development Consultants
David Musgrave is Managing Director of his own development and consulting business. Based in the suburb of Winthrop in Perth, Western Australia, Winthrop Development Consultants offers a range of Microsoft Dynamics GP add-on products as well as development, consulting and training services to the ISVs, partners and customers of the Microsoft Dynamics GP community. | | David is known for his many products including GP Power Tools... Read More →



Friday October 16, 2015 1:00pm - 2:00pm
Grand Ballroom 7

1:00pm

Peer2Peer: Upgrading Q&A
This session provides 60-minutes for questions and answers with your Peers about upgrading. The discussion will be led by some of our role leaders, but it’s truly about you – giving you a chance to ask for direction.

Speakers
avatar for Sandra Dodge

Sandra Dodge

Sr. Financial Reporting & Systems Manager, Iridium
I have been using, administrating, implementing and training Great Plains since v2 and other technology projects along the way. I love my job!
avatar for Joyce VanJura

Joyce VanJura

Business Applications Manager, Luby's Fuddruckers Restaurants


Friday October 16, 2015 1:00pm - 2:00pm
Emerald C

1:00pm

Dynamics Pro Certification Exams
New, independent certifications offered through the Association of Dynamics Professionals (Dynamics Pro) will set the standard for Microsoft Dynamics GP professionals. Certification exams differentiate you from your colleagues and competitors, and demonstrate your commitment to the Dynamics GP community. There are two Dynamics GP exams being offered during each time slot: Dynamics GP 2015 Core Financials and Dynamics GP 2015 Core Installation & Configuration. Certification Exams require an additional registration which can be selected during the GPUG Summit conference registration process. For more information, exam details and fees please visit www.gpugsummit.com/event/certification

Speakers

Friday October 16, 2015 1:00pm - 3:00pm
Convention Center Room A14

2:00pm

Networking Break
Use this opportunity to network in between sessions.

Friday October 16, 2015 2:00pm - 2:15pm
The Mekorma Hub
  • CPE Eligible? No

2:15pm

Power Pivots, Power Query and Powerful Excel… Are You Ready?
There are a lot of "power" packed things in this title and if you join this session you will be power packing your Microsoft Excel knowledge. Excel is one of the top reporting tools used in today's business world so make sure you are up to speed with all of the cool tips and tricks that will definitely improve your experience with Excel and ultimately your work life!
This is a cross-conference session and will be shared by other User Group Members.

Speakers

Friday October 16, 2015 2:15pm - 3:15pm
Convention Center Room A1

2:15pm

AR - Show Me the Money!
Dynamics GP offers many ways for you to view and report on the amounts owed to your company. Do you know how to see the specific details you need? Do you know how to process details to receive the money more quickly... and with additional finance charge income? Do you need to know meaningful metrics to grow your business? We will cover AR in-depth with a focus on how to look up and report on ways to ‘show you the money’ in the easiest and most useful ways for each AR staff, sales staff, management professional, and C-suite professional. 

Speakers
avatar for Sandy Wickman

Sandy Wickman

GP Product Manager, InterDyn BMI


Friday October 16, 2015 2:15pm - 3:15pm
Paradise D

2:15pm

Public Sector Anyone?
Learn how Port Tampa Bay leverages Dynamics GP and independent software vendors (ISVs) to manage Florida's largest port. Share other Public Sector Users' experiences and discuss challenges and solutions for Payroll, Billing, Requisitions and Encumbrances, Payables, General Ledger and Financial Reporting in an interactive setting suitable for all Dynamics GP Users.

Speakers
LB

Lisa Bristol

Finance Manager, Tampa Port Authority


Friday October 16, 2015 2:15pm - 3:15pm
Grand Ballroom 1

2:15pm

Microsoft Dynamics GP 2013 through GP 2015 R2: Employee Self Service
Between Microsoft Dynamics GP 2013, GP 2013 R2 and GP 2015, more than 250 new features have been added, giving you more value than any other release. In this session, we'll provide an overview of the top features in the latest release of Microsoft Dynamics GP around Employee Self-Service.


Friday October 16, 2015 2:15pm - 3:15pm
Emerald A

2:15pm

Dynamics GP Administration - 5 Things Your Boss Thinks You're Already Doing
Did you know that your Dynamics GP system doesn't just maintain itself? Join us as we review five standard Dynamics GP Administration and maintenance items that many administrators often forget!

Speakers
avatar for Kari-Anne Paterson

Kari-Anne Paterson

Consulting Operations Manager, Briware Solutions Inc.
Talk to me about anything because it's how I got to where I am. Primarily my background is finance and distributions however being in GP for 15 years I have learned so much outside of my subject matter expertise. I keep growing by speaking with my clients and peers.


Friday October 16, 2015 2:15pm - 3:15pm
Grand Ballroom 5

2:15pm

Inside Scoop: Free Stuff for Microsoft Dynamics GP
Software, software everywhere, and all of it is FREE! Come see free modules in action. Change sorting order for lookups, get warned to change your password, add a 'go to' button to the customer card, spell check your invoices, color code your companies and more!

Speakers

Friday October 16, 2015 2:15pm - 3:15pm
Paradise E

2:15pm

GPUG All Star Huddle Up!
This is your chance to hang out with GPUG All Stars at the end of the conference! Visit and get your final answers from some of the most respected Members in the GP Community!

Speakers
avatar for Belinda Allen

Belinda Allen

Business Intelligence Program Manager, Njevity, Inc.
I am passionate about hobbies! I crochet, knit, sail, kayak, love movies, I make jewelry, clay pottery, play the Ukulele, host a book club, host a local inbound marketing group and ______ (you get the idea).OK, I'm a geek and a nerd, I LOVE Excel and BI!
avatar for Beat Bucher

Beat Bucher

Sr. Business Analyst, Dynamics GP MVP, Forensic Technology Inc.
Beat is using Microsoft Dynamics Great Plains since version 7.x back in 2003. Learned up the ins & outs of the system, mainly by creating reports and Excel queries linked to the back-end of the system. He has been working with SQL server for several years, coming from a main-frame background with DB2 and ISAM files. Recently started to work with SQL 2012 and SSAS. Uses various reporting tools for many years, like Crystal Reports, Excel, Report... Read More →
avatar for Shawn Dorward

Shawn Dorward

Shawn is a GPUG All Star and has been a Dynamics GP user since 1996. Shawn specializes in procedural enhancements for all core modules and has a very deep understanding of the data structure that provides Dynamics GP its robust capabilities. As a finance and technology professional, Shawn prides himself on being part of the ever-changing, fast-paced world of IT and Finance.
avatar for Zubin Gidwani

Zubin Gidwani

Founder, Dynamic Budgets LLC
GP user since GP9 | Reformed Assistant Controller / Financial Systems Manager / Data Spellunker | SME on Budgeting, BI/Reporting, Document Management, Analytical Accounting, Project Costing, | GPUG All Star, Former Board of Advisors, Summit and Convergence Content Steering Committees | | Couldn't find a GP Budgeting solution, didn't expect MS to replace Forecaster on time, so we mobilized and built Dynamic Budgets to fill the gap for... Read More →
avatar for Terry Heley

Terry Heley

Escalation Engineer, Microsoft
avatar for Michelle Kocher

Michelle Kocher

Director of Operations, Delta Medical Systems
As the Director Operations at Delta Medical Systems, I oversee Delta's daily operational activities. I was part of the initial team at Delta to implement Dynamics GP with Field Service and have since become the company's GP Power User. My GP strengths are in the area of Field Service and Reporting, more specifically SmartList, Excel Reports, SSRS, and using Smartconnect.
avatar for John Lowther

John Lowther

Cloud Applications Administrator, Njevity, Inc.
Cloud Applications Administrator for Njevity, Inc. | Past Chairman of the Board of Advisors for the Dynamics GP User Group (GPUG) Leader of several of the GPUG Special Interests Groups (SIGs) (DBA, & Sys Admin) Published author in the User Group Magazines. One of the first three GPUG All Stars. With 20+ years as a developer, 15+ years as a DBA, and 10+ years with Microsoft Dynamics GP And multiple other things GP and SQL related
avatar for Bob McAdam

Bob McAdam

Vice President of Finance, Dynamic Communities
I've been involved with GPUG since the day after it was launched. We're working hard to grow this community quickly & efficiently as we shine a bright light on Microsoft Dynamics GP - seven days a week. I'm also a co-host at www.enterprisesoftwarepodcast.com so please check it out for industry news/views/reviews.
avatar for Mark Polino

Mark Polino

Senior Consultant, Integrated Business Group
I'm a Microsoft MVP for Dynamics GP and a consultant with IBG in Orlando. I run the DynamicAccounting.net website dedicated to all things GP. I'm also the author/coauthor of 5 Dynamics GP books and 1 novel.


Friday October 16, 2015 2:15pm - 3:15pm
Grand Ballroom 4

2:15pm

Pushing the Boundaries of .NET Development for Dynamics GP
In this advanced developer session, we will show how they have harnessed the power of Visual Studio Tools for Dynamics GP to develop innovative solutions to enhance Dynamics GP. They will share several advanced development tips and techniques for working more efficiently and effectively with Visual Studio Tools and explore its capabilities and limitations. Fully functional example projects will be demonstrated showing how to incorporate the lessons of this session.

Speakers
avatar for Steve Endow

Steve Endow

Owner, Precipio Services
Steve specializes in Microsoft Dynamics GP integrations, customizations, and process automations that reduce or eliminate data entry, helping conserve valuable employee time.


Friday October 16, 2015 2:15pm - 3:15pm
Grand Ballroom 6

2:15pm

The New Self-Service Windows in HR/PR
This session will teach you how to deploy the Self-Service features in Human Resources and Payroll. Come dive in and save your staff time!

Speakers
avatar for Patty Taylor

Patty Taylor

Denver Dynamics GP Leader, McGladrey
I've used and supported Dynamics GP for the last 16 years. My specialties are Payroll/HR, Distribution and Manufacturing. I've lead the Dynamics GP practice in Denver for the last 3 years; assisting in the presales process and supporting our existing clients. McGladrey has a booth at GPUG this year, stop by and say "Hi" or ask me any questions. I'm excited that this is my first time to GPUG and can't wait to hear the energized content of... Read More →


Friday October 16, 2015 2:15pm - 3:15pm
Treasures C & D

2:15pm

Excel Report Builder - Your Miracle Tool For 'Sexy' Formatting
In this session, we'll dig into Excel Report Builder and build reports step-by-step from scratch. Discover how to use "sexy" formatting in Microsoft Excel without breaking your data connections and deliver everything SmartList Builder does, but without a Microsoft Dynamics GP license.
This is a repeat session from Thursday at 9:30.

Speakers
avatar for Nicole Albertson

Nicole Albertson

Product Specialist, eOne Solutions
I am a product specialist working extensively with the products from eOne like SmartList Builder, Extender, and SmartView.


Friday October 16, 2015 2:15pm - 3:15pm
Paradise C

2:15pm

Selecting the Best BI Tool for the Job At Hand
The Business Intelligence (BI) Toolbox for Dynamics GP is chock full of great tools. With the myriad of choices, selecting the best tool for the job can be a challenge. Since there are over eight different Microsoft tools and the plethora of independent software vendor (ISV) solutions, matching tool’s functionality to the BI requirements and getting the optimum combination of functionality, cost and scalability requires a good understanding of what’s in your BI toolbox. We will review the selection of BI tools, their strengths and weaknesses and how best to align the right tool with the BI requirements. You will come away from this session with a good understanding of what’s available in your BI toolbox and how best to leverage these tools in your world.

Speakers
avatar for John Kleb

John Kleb

Sikich
avatar for Jim Noblitt

Jim Noblitt

Sr. Director, IT, MorphoTrust USA, LLC


Friday October 16, 2015 2:15pm - 3:15pm
Paradise A

2:15pm

SQL Queries on Steroids
Are you looking to get more out of your SQL queries? Then come and "bulk up" on your SQL knowledge!
This is a repeated session from Thursday at 9:30.

Speakers
avatar for Aaron Back

Aaron Back

Senior Application Specialist, CareSource
Aaron Back is an IT Professional with many years of experience in the IT industry. He is very active in the GPUG Community through GPUG Collaborate postings, Special Interest Group (SIG) Speaker, GPUG Summit Speaker, and Microsoft Convergence GPUG Panelist. He is also the VP Communications CRMUG Ohio River Valley Chapter, Vice Chairman of the GPUG Ohio Chapter and GPUG Chairman of the Board. Most recently, Aaron was the recipient of the GPUG... Read More →


Friday October 16, 2015 2:15pm - 3:15pm
Paradise B

2:15pm

Mobile: It’s Not If but What to Make Mobile First
The excitement around mobile has reached a fever pitch. It seems that everywhere you look today it’s about the next great App or mobile innovation. Every aspect of our lives is being touched and revolutionized by this technology and your business should not be left out. Microsoft’s new “Mobile First” push makes it clear that they are making mobile a priority and so should you. But as the old Elvis song says “Fools Rush in (Where Angels Fear to Tread)”. So, before starting any enterprise mobile project, there are a few things you need to know. Come learn at our session...
This is a cross-conference session and will be shared by other User Group Members.

Speakers
avatar for Rick Calienes

Rick Calienes

CEO & Founder, HandApps Software Inc.
HandApps specializes in mobile solutions for Microsoft Dynamics GP, Microsoft Dynamics NAV and Microsoft Dynamics AX. Our enterprise mobile apps include modules for Route Sales, Direct Store Delivery (DSD), Proof of Delivery (POD) and Inventory Automated Data Collection. Since 2001, HandApps proven products have leveraged mobile, web and cloud technologies to help customers instantly reduce costs and dramatically increase profits. Whether... Read More →


Friday October 16, 2015 2:15pm - 3:15pm
Grand Ballroom 7

2:15pm

Power Productivity: Joining Microsoft Dynamics GP and Office 365
When joined with Microsoft Dynamics GP, Office 365 can set productivity soaring. Join us to learn how Lync, Outlook, SharePoint, Yammer and business applications we touch every day (Word and Excel) can improve the entire user experience. Be prepared to be amazed!

Speakers
avatar for Jeff Smith

Jeff Smith

Solutions Architect, Socius
For the past 25 years, Jeff has been creating long-term relationships based on trust and accountability, specializing in project management, product engineering and consulting for Microsoft Dynamics solutions. He presents his strong solutions and industry expertise in personable and relatable ways.  https://www.linkedin.com/pub/jeff-smith/1/795/397


Friday October 16, 2015 2:15pm - 3:15pm
Treasures A & B

2:15pm

50 Tips in 50 Minutes: Upgrading Microsoft Dynamics GP
GPUG Members love 50 Tips! We are going to give you 50 powerful upgrading tips in 50 minutes! It's a fun challenge for us to fire out tips that can make a huge difference in how you handle your next upgrade. This is a must attend for ALL roles!

Speakers

Friday October 16, 2015 2:15pm - 3:15pm
Emerald C

3:15pm

Networking Break with Refreshments
Enjoy light refreshments and networking between sessions.

Friday October 16, 2015 3:15pm - 3:30pm
The Mekorma Hub
  • CPE Eligible? No

3:30pm

Getting SSRS Report Data into Office 365
Why should you consider a deployment of Office 365? Hear real-life experiences of the deployment process and learn how an integrated solution can provide better communication for your company. MariAnne Woehrle will demonstrate what was done at CATM (Cable and Telecommunications Association for Marketing) to prepare and deploy reports for the internal staff and external members after moving to the Office 365 platform.

Speakers
avatar for MariAnne Woehrle

MariAnne Woehrle

Senior Director of IT, CTAM
My job requires me to be there when IT fails. I am in charge of making sure that everything is working (Hardware and Software) Upgrades, training, troubleshooting and repairing I specialize in Microsoft Sharepoint, Dynamics GP and Office.


Friday October 16, 2015 3:30pm - 4:30pm
Grand Ballroom 3

3:30pm

Leveraging Power BI to Deliver Actionable Information
This session will answer the question: How does Power BI fit in the Dynamics landscape? It will also teach you how to create data models for Power BI, build effective visualizations, and how to take your data to the cloud!

Speakers
avatar for John Kleb

John Kleb

Sikich


Friday October 16, 2015 3:30pm - 4:30pm
Grand Ballroom 2

3:30pm

GPUG Summit Debrief for Accountants
Accountants, the GPUG Advisory Committee welcome you to a casual discussion of what you learned during the week, an opportunity to share your suggestions and the chance to ask any questions you may have. We look forward to debriefing with you to ensure you return home with a valuable action plan and to gathering your input on opportunities for improvement for next year's GPUG Summit.

Speakers
avatar for Delaney Freer

Delaney Freer

GPUG Program Coordinator, Dynamic Communities
I graduated from NDSU in May 2015 with a major in public relations and advertising and a minor in business administration. I started as GPUG Program Coordinator at Dynamic Communities in April 2015. I enjoy reading, writing and photography.
avatar for Kim Peterson

Kim Peterson

Director, GPUG
GPUG Members! | Kim Peterson has over 33 years’ experience in building and supporting the Microsoft Dynamics GP community by working with Microsoft, Partners and Customers. For the first 21 years of her career she was employed by Great Plains Software and then Microsoft Dynamics after the acquisition of Great Plains Software by Microsoft in 2001. During her tenure at Microsoft and Great Plains Software, Kim held roles covering different... Read More →


Friday October 16, 2015 3:30pm - 4:30pm
Grand Ballroom 4

3:30pm

Microsoft Dynamics GP Watchmen: Security Procedures
Managing your Microsoft Dynamics GP security matrix is a critically important and complex job. Participate in this session to discover how others are managing organization-wide security for Microsoft Dynamics GP. We'll entertain approaches for addressing Microsoft Dynamics GP security and discuss ways to make it easier and better for all, especially administrators.

Speakers
avatar for Jeff Soelberg

Jeff Soelberg

Vice President, Fastpath
I am the Vice President at Fastpath, and certified in Risk and Information Systems Control (CRISC), as well as in Microsoft Dynamics GP with over 15 years of experience in Microsoft Dynamics. Fastpath was Named 2012 Industry Leader by Institute of Internal Auditors and is a leading provider of audit, security and compliance solutions for Microsoft Dynamics with over 600 installations in 30+ countries.


Friday October 16, 2015 3:30pm - 4:30pm
Grand Ballroom 5

3:30pm

Back to School: How GPUG Academy Will Advance Your Career
Many GPUG Members have already joined the GPUG Academy Professional Certificate Programs, enhanced their careers and improved business processes within their organizations. In this GPUG session we will talk with several certificate recipients to better understand how they were able to achieve success in the program and the workplace. GPUG Academy Professional Certificate Programs are designed to provide GP Users, power-Users, and administrators with a streamlined process for reaching their educational and professional goals. They will also enable participants to differentiate themselves from their peers and earn CPE credits. Today there are Professional Certificates for Payables Management, Receivables Management, System Administration, and Business Intelligence System Administration. www.gpug.com/certificates

Speakers
avatar for Rich Beliveau

Rich Beliveau

Academy Director, Dynamic Communities Inc.


Friday October 16, 2015 3:30pm - 4:30pm
Treasures C & D

3:30pm

Become A Change Leader Not A Change Manager
60% - 70% of change management initiative fail according to the Harvard Business Review. Even change management as a technique is being pressured to change. This session is designed to help business leaders at all levels take away three things that will help you become a change leader and not a change manager.
This is a cross conference session and will be shared by other User Group Members.

Speakers

Friday October 16, 2015 3:30pm - 4:30pm
Emerald A

3:30pm

Getting Things Done with Office 365
In this session we will show you how you can use Microsoft Office tool like Outlook, OneDrive and OneNote to get organized, get things done, and even get your life back. We will show you how you can also free yourself from your desk because all of the information that you will ever need is available on your desktop, tablet and phone so you will always be able to get to the information that you need.
This is a cross-conference session and will be shared by other User Group Members.

Speakers
avatar for Murray Fife

Murray Fife

Technical Solution Professional, Microsoft
Murray Fife is an Author of over 20 books on Microsoft Dynamics AX including the Bare Bones Configuration Guide series of over 15 books which step the user through the setup of initial Dynamics AX instance, then through the Financial modules and then through the configuration of the more specialized modules like production, service management, and project accounting. You can find all of his books on Amazon (www.amazon.com/author/murrayfife) and... Read More →


Friday October 16, 2015 3:30pm - 4:30pm
Convention Center Room A1
  • Level of Knowledge Basic
  • CPE Eligible? No

3:30pm

Wait! Don’t Check that Box.
There are over 200 options in the setup of General Ledger, Account Receivables, Account Payables and Bank Rec. How do you know the right choices were made for your company? Don’t accept the defaults. Come learn what to do and what not to do from Leslie Vail, a Microsoft MVP. You’ll walk away with a clear picture of how important set-up is and what all of those checkboxes really mean!

Speakers

Friday October 16, 2015 3:30pm - 4:30pm
Paradise E

3:30pm

GPUG Summit Debrief for IT Professionals
IT Professionals, the GPUG Advisory Committee welcome you to a causal discussion on what you learned during the week, the opportunity to share your suggestions and the chance for us to answer any questions you may have. We look forward to debriefing with you to ensure you return home with a valuable action plan and to gathering your input on opportunities for improvement for next year's GPUG Summit.

Speakers
avatar for Bob McAdam

Bob McAdam

Vice President of Finance, Dynamic Communities
I've been involved with GPUG since the day after it was launched. We're working hard to grow this community quickly & efficiently as we shine a bright light on Microsoft Dynamics GP - seven days a week. I'm also a co-host at www.enterprisesoftwarepodcast.com so please check it out for industry news/views/reviews.


Friday October 16, 2015 3:30pm - 4:30pm
Grand Ballroom 6

3:30pm

Data to Your People – Using SSRS with Dynamics GP
SSRS (SQL Server Reporting Services) is Microsoft’s standard reporting tool. In this session, we’ll give an overview of all the things you can do with it – including report building, delivering Microsoft Excel spreadsheets, creating visualizations and even making a simple dashboard.
This is a repeat session from 8:00 on Friday.

Speakers

Friday October 16, 2015 3:30pm - 4:30pm
Paradise B

3:30pm

GPUG Summit Debrief for Business Analysts/Report Writers
To those who write reports! The GPUG Advisory Committee welcome you to a casual discussion of what you learned during the week, an opportunity to share your suggestions and the chance to ask any questions you may have. We look forward to debriefing with you to ensure you return home with a valuable action plan and to gathering your input on opportunities for improvement for next year's GPUG Summit.

Speakers
BB

Bob Buresh

Membership Manager, GPUG
I work for GPUG as the Membership Manager. If any one has questions about the GPUG Summit Conference or about a GPUG Membership I am the person to engage with!


Friday October 16, 2015 3:30pm - 4:30pm
Paradise C

3:30pm

Refreshable Excel Reports - The Rest Of The Story…
There have been many sessions on deploying Refreshable Excel Reports for Dynamics GP, but little time has been spent on security setup. This session will demonstrate a security configuration that once setup is very easy to maintain. We will use Active Directory groups to manage all aspects of the security model so all you have to do is add or remove users to groups to allow or deny access to a series of reports.
This is a repeat session from Wednesday at 11:00 a.m.

Speakers
TS

Tylor Schienke

Business Systems Analyst, Batteries Plus LLC


Friday October 16, 2015 3:30pm - 4:30pm
Paradise A