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Solutions Conference

Solutions Conference

Solutions Conference

 

 

Join Maner Costerisan for our annual conference, hosted virtually in 2020!  

 

Join us from 8:30 a.m.-2:30 p.m. Tuesday, November 10 and Wednesday, November 11, 2020. 

Inspire - Engage - Educate

Solution Conference attendees will leave with an extended knowledge of accounting, tax, technology and financial topics relevant to advancing work life. 

Learn how to improve internal processes, streamline manual tasks, increase your accounting compliance and tax regulation knowledge, adapt software better to your business, and more. 

Maner Costerisan is excited to bring keynote speaker Ryan Estis, sales and leadership expert, to the Solutions Conference.

Lead Your Way Forward

Action taken today and in the months ahead will define the futures of an entire generation of business leaders. Navigating this defining moment in the short term and preparing to capture opportunity in the long term will require a healthy mindset, critical decision making and strong relationships.

During this interactive, virtual experience, Ryan Estis will leverage both his proprietary research and personal experience leading a business through crisis and uncertainty. Ryan will review lessons learned and provide very specific and actionable insight participants can leverage to respond to today’s challenges and create momentum to capitalize over time.

Learn more about Ryan at ryanestis.com.

Agenda

Tuesday, November 10

8:30 a.m.

Welcome from Jeff Stevens

Lead Your Way Forward, Ryan Estis

Action taken today and in the months ahead will define the futures of an entire generation of business leaders. Navigating this defining moment in the short term and preparing to capture opportunity in the long term will require a healthy mindset, critical decision making and strong relationships. During this interactive, virtual experience, Ryan will leverage both his proprietary research and personal experience leading a business through crisis and uncertainty. Ryan will review lessons learned and provide very specific and actionable insight participants can leverage to respond to today’s challenges and create momentum to capitalize over time.

Time Session Details

9:40 - 10:40 a.m.

Projections During the Unknown

Projections during times of uncertainty are difficult and budget updates are time consuming (seeming to never end!).  Join us for examples and discussion on how to make the difficult task of projecting and changing assumptions easier, more clear to the team, and able to be altered when necessary.

Speakers: Cindy Richmond

Track: Nonprofit

 

Financial Reporting Model Improvements & the Death of Modified Accrual Accounting

Do you hate the modified accrual basis of accounting, well this session is for you.  The GASB has issued an exposure draft to deliver improvements to certain aspects of the financial reporting model and to enhance the effectiveness of financial reporting model for all governments.

Speaker: Bill Tucker, CPA

Track: Government

 

Creating Reports for Data Extract in Sage Intacct

Sage Intacct comes with a myriad of great module reports out of the box. But sometimes you need something that these reports can't quite get you. Whether it's a more detailed AP bill listing, GL report with more one-off groupings, or a raw data export report, you can build it using the custom report writer within Sage Intacct. Join this session where we'll cover the fundamental topics of the report writer and go through the building of the reports listed above.

Speaker: Wes Salisbury

Track: Sage Intacct

 

GP Consultant's Toolbox

Learn the secrets GP consultants use to tweak and optimize your Dynamics GP system. Consider this a Consultants Tips and Tricks session-but unlike the traditional T&T presentations, some of these topics will be longer and more in-depth. Don't worry though, this webinar will be recorded for you to implement step-by-step procedures back at the office.

Speaker: Matt Mason

Track: Dynamics GP

 

CARES Act Update and Compliance

General updates and how to comply with aspects of the CARES Act and will focus on the PPP loan and the Provider Relief Fund.

Speaker: Jessica Fleet, CPA and Katie Hamilton, CPA

Track: Closely Held Business

Break - Remember to visit the Exhibit Hall

11:00-11:30 a.m.

A Brief Update on GAAP for Closely Held Businesses

Over the past few years, we have presented on two big GAAP updates: Revenue Recognition and Leases.  Come join us this year for a brief update on those two standards as well other upcoming accounting standards applicable to closely-held businesses.

Speaker: Dave Nielsen, CPA

Track: Closely Held Business

11:00 a.m. - 12:00 p.m.

Is Your Nonprofit Still Headed in the Right Direction?

COVID-19 has impacted every Non profit in some way.  Are you taking this opportunity to look at the mission and strategically reflect on where you are headed? If you are still relevant? If your model still works? Join Donna to discuss these questions and more.

Speaker: Donna Oser, MSAE

Track: Nonprofit

 

Top 10 Support Resolutions for Dynamics GP

Explore the top 10 support situations and resolutions. In this session Jessica will review common support situations and how to resolve the issue.

Speaker: Jessica Myers

Track: Dynamics GP

 

“How to Defeat Ransomware” The Cheat Codes to Winning!

We show you what a ransomware outbreak looks like live, and then give you the tools and tips you need to stay ransomware free!  Watch this session for the cheat codes to beating Ransomware.  

Speaker: Ryan Carter

Track: General

 

Introduction to Dynamics 365 Business Central

Welcome to Microsoft's premier cloud based ERP! We will be taking a shallow dive into multiple areas of the completely online ERP system that can be accessed from your desktop, tablet, or smartphone. Some of the areas covered will be role centers and setup, GL structure, dimensions, AR and AP processing, and workflows.

Speaker: Nick Conley

Track: Dynamics 365 BC

 

11:35 a.m.- 12:05 p.m.

Valuing a Business Amidst the COVID-19 Era

History has shown time and time again that hardships come and go. And each economic disaster also serves as reassurance that business goes on. Businesses are still bought and sold. Join us during this session for a look into how a business can still be properly valued amidst the COVID-19 era.

Speaker: Jeff Allen, CPA

Track: Closely Held Business

Break - Remember to visit the Exhibit Hall

12:30 - 1:30 p.m.

HR Panel

Join us for an open discussion on HR.  Bring questions on what you are dealing with and hear from industry experts issues that may arise in the coming year.

Speaker: Vincent Sallan, Clark Hill

Track: Nonprofit, General

 

Preparing for Your First Single Audit

With the significant influx of federal funding due to the COVID-19 pandemic, there will likely be many governmental entities that have never had to undergo a single audit before. This session will focus on helping auditees better understand what is involved.

Speaker: Aaron Stevens, CPA

Track: Government

 

Resolving Common Support Requests in Sage Intacct

Need to know how to void an unconfirmed check, free a stuck approval, find a missing record, or have a bank reconciliation ending balance that doesn't match your trial balance? Join this session to learn about what some of the most common Sage Intacct support requests are, and how they are resolved. 

Speakers: Mike Fox and Wes Salisbury

Track: Sage Intacct

 

Creating Custom GP Excel Reports

Excel is an accountant's best friend and Dynamics GP has hundreds of out-of-the-box spreadsheets that connect automatically to live GP data. But what if you want to go farther and create a live CUSTOM Excel Report. This session will go a through a real life example by the use of SQL Views. Note: this requires access to SQL Management Studio and some SQL statement knowledge.

Speaker: Matt Mason

Track: Dynamics GP

 

Market Insights for this Election Season

Learn more about potential market and economic impacts associated with the upcoming presidential election.  Understanding historical market trends during past elections can provide insight into what is ahead for the markets.

Speaker: Steve Osterink Jr. and Michael Nordmann

Track: General

The Exhibit Hall will be open until 2:30 p.m.

Wednesday, November 11

Exhibit Hall Open
Time Session Details

8:30 - 9:00 a.m.

Tax Updates That Impact Your Business

Join us as we review income tax changes that have occurred in 2019 that directly impact your business. We will go back and review the impact of the CARES Act, tax consequences related to the PPP Loan Forgiveness, and much more.

Speaker: Matt Latham, CPA

Track: Closely Held Business

 

Real Estate Development Tax Credit Update

Explore the various types of tax credits available related to real estate development.   Stephanie will cover the basics of Low-Income Housing Tax Credits (LIHTC), Renewable energy tax credits/Solar and Historic Tax Credits.   

Speaker: Stephanie Calver, CPA

Track: Affordable Housing

 

Tax Credits for Research & Development & Economic Opportunity Zones

In this session, we will dive into tax credits available for Research & Development expenditures and Economic Opportunity Zones.

Speakers: Joe Burelle, CPA & Clayton Stiffler, CPA

Track: Construction & Manufacturing

 

Wellness and Health Session - Start Your Morning with Yoga

Yogini Rebecca Malhotra leads us in breathing, wellness, and Yoga.

Break - Remember to visit the Exhibit Hall

9:30 - 10:30 a.m.

What's New and Coming to Business Central 2020

We will be taking a look at new features added in the April '20 as well as October '20 releases. New features that can help make your life easier interacting with your ERP software.

Speaker: Nick Conley

Track: Dynamics 365 BC

 

Changes to GASB Affect Governmental Entities

Update on recent and upcoming GASB Statements, including GASB 84 through GASB 97

Speaker: Bill Tucker, CPA

Track: Government

 

Leveraging Dimension Structures in Sage Intacct Financial Reporting

Dimension structures provide a flexible way for you to organize dimension data that you want to see on the rows or columns of a financial report. Learn how to create and use dimension structures to build financial reports.

Speaker: Mike Fox

Track: Sage Intacct

 

Cloud Collaboration

Over the last 6 months our work life has been altered dramatically. Join this session and learn best practices to continue collaboration with your team, improve efficient workflow, and stay on top of tasks.

Speaker: Wes Salisbury

Track: Nonprofit

 

The True Value of Comprehensive Wealth Management

Many financial advisors take a limited view of wealth management which can minimize the true value delivered to clients. This session outlines the process and components of comprehensive wealth management and specifies the resulting potential value to clients.

Speaker: Steve Osterink Jr and Michael Nordmann

Track: General

Break - Remember to visit the Exhibit Hall

10:45 - 11:45 a.m.

See Dynamics 365 Business Central & Understand How it Compares to Dynamics GP

Maybe you have never seen Dynamics 365 Business Central before, join us. If you have seen it, but want to know how it differs from Dynamics GP, this is the session for you. We will compare and contrast Dynamics GP with Dynamics 365 BC.

Speaker: Tom Jablonski

Track: Dynamics 365 BC, Dynamics GP

 

Financial Fraud & How to Fight It

What could you do with an extra 5% of revenue? The Association of Certified Fraud Examiners estimates that organizations lose, on average, 5% of their income to fraud (like embezzlement and theft) each year, and governments are no exception. This presentation will help you identify where you're most vulnerable, and provide strategies for implementing processes and controls to reduce the risk of fraud at your government.

Speaker: Bethany Verble, CPA, CFE

Tracks: Government, General

 

Use Cases for Data Integration with ManerLink

ManerLink was built to put your mind at ease and take away the struggles of software integrations. Throughout ManerLink's lifespan, it has been used in many different ways. During this session we will discuss the different scenarios ManerLink has helped  clients solve all kinds of different problems. How can ManerLink help your company solve it's integration problem.

Speaker: Seth Meyer

Track: General

 

Utilizing PowerBI With Sage Intacct

The 2020s are shaping up to be a decade where solid data analytics are a must for high performing organizations.  Financial reports will give you a high-level view of how your organization and operating segments are performing, but they usually do not permit deep analyses by themselves. To gain deep insights into what drives profitability and program efficiency, one must dig into the details. Join this session to learn how using tools like PowerBI in conjunction with Sage Intacct and your other systems can take your organization's analytical capabilities to the next level. 

Speaker: Wes Salisbury

Track: Sage Intacct

 

Replace the Stress With Success in Business Transition Through Proper Planning.

Take the stress out of key business transitions with proper planning done well in advance of the actual event. Learn techniques to improve your odds of success from a personal and financial perspective.

Speaker: Dennis Theis, CPA, CVGA

Track: Closely Held Business

Break - Remember to visit the Exhibit Hall

12:15 - 1:15 p.m.

Top 5 Add Ons for Sage Intacct- Are They Right For You?

Sage Intacct has several Add-Ons available to its customers, this session is designed to showcase the ones our team has found to be the most useful for our clients and give you a sneak peak into how they can help make your business practices more efficient! 

Speakers: Kate Watts and Linda Pinion, Sage Intacct

Track: Sage Intacct

 

Learn About Your Migration Options From Dynamics GP to Dynamics 365 Business Central

Running Dynamics GP? Heard of Dynamics 365 Business Central? In this session we will explore your options for moving from GP to BC.

Speaker: Tom Jablonski

Track: Dynamics GP

 

Solver.  What’s Up With That?

Learn about what Solver is and how it can take your budgeting and reporting to the next level.  Solver enhances the budgeting and reporting of any ERP / Accounting software solution, including Dynamics GP, Dynamics 365 Business Central and Sage Intacct.

Speaker: Jessica Myers

Track: General

 

Working Remote - the New Hybrid Workstyle

How have you adjusted to the new hybrid workstyle?  We will explore how organizations and their users are staying connected, and discussing some of the challenges we face.

Speaker: Joe DeLuca

Track: General

 

Optimize Your Portfolio with Powerful Tax and Planning Strategies 

Although many investment managers focus on risk and return when constructing portfolios, it is important to understand a full scope of client factors during the portfolio construction process. This framework presents an organized set of considerations, including tax-related factors, that can add significant value to clients.

Speaker: Steve Osterink Jr. and Michael Nordmann

Track: General

The Exhibit Hall will be open until 2:15 p.m.

Exhibitors:

ADP - Solutions Conference Exhibitor Avalara - Solutions Conference Exhibitor AvidXchange - Solutions Conference Exhibitor    Sage Intacct

             

Solutions Conference