November 3-4, 2021
THE Virtual Conference for
Acumatica Customers and Partners!
Session Recordings
11:00 am – 11:45 am
Opening Keynote with Acumatica
Welcome!
Doug Johnson
VP Product Management
Acumatica
11:45 am – 12:15 pm
The Payments Revolution is Happening: Integrated AP & AR
Remove friction from the B2B payment flow and create an effortless payment experience. We’ll show you how REPAY digitizes AR and AP.
Ben Weiss
ERP Channel Manager
REPAY
12:45 pm – 1:15 pm
Acumatica Shipping Tips & Tricks with StarShip
Learn how StarShip can help you increase profits, lower costs and supercharge your entire Acumatica shipping process!
Matt St. John
Sales Executive
V-Technologies
1:15 pm – 1:45 pm
Acumatica with Microsoft Excel, Power Query, and Power BI
The Acumatica reporting tools are great, but they are limited. Learn how to enhance your reporting power with Excel and Power BI for free!
Tim Rodman
AUG Forums
8 Reasons to Move Your AP Processes into the Future
Join AvidXchange to learn how you can transform the way you pay bills with a single invoice-to-payment platform.
Elaine Verna
Sr. Alliance Manager, Strategic Partners
AvidXchange
1:45 pm – 2:15 pm
Top 5 Analytics Dashboards for Acumatica
Learn which KPIs are helping Acumatica users make better data-driven decisions in 2021 and beyond, and how to customize them.
Joni Girardi
Founder & CEO
DataSelf
2:15 pm – 2:45 pm
2X to 3X Order fulfillment Without Adding Headcount
2X to 3X order fulfillment, and significantly reduce shipping errors and costs leveraging ShipHawk.
Jeremy Bodenhamer
Co-Founder & CEO
ShipHawk
GI’s Are Easier Than You Think!
Do you struggle with creating Generic Inquiries? Join acu-connect president Nicole Ronchetti for powerful GI tips & tricks anyone can use.
Nicole Ronchetti
President
acu-connect
Collections Shouldn’t be the Hardest Part of the Process!
Join Lockstep to learn how automation improves efficiency, maximizes working capital, and frees up time to focus on customer relationships.
Ryan Steigerwald
Senior Director of Channels
Lockstep
3:00 pm – 3:30 pm
TrueCommerce Helps You Manage the Supply Chain Chaos
Learn how you can automate orders from: EDI, marketplaces, eCommerce and emailed PDF’s w/o human intervention, directly into Acumatica.
Jeff Franklin
Channel Manager
TrueCommerce
3:30 pm – 4:00 pm
Navigate Payments in Acumatica with VIP Integrated Payments
Discover VIP’s credit card processing alternatives for Acumatica. Let us customize the best processing solution for your company.
Tom Nanci
President
VIP Integrated Payments
Advance Your Business with Acumatica Advanced Manufacturing
Join Manufacturing Excellence Partner of the Year for ways to streamline manufacturing operations, shop floor, and production management.
Kevin Ruppert
Sr. Acumatica Consultant and MVP
Blytheco
Stephen Hennelly
Sr. Acumatica Consultant
Blytheco
11:00 am – 11:30 am
Day 2 Keynote with Jon Roskill
Jon Roskill
Chief Executive Officer
Acumatica
11:30 am – 12:00 pm
Your Full-Service Retail Solution: SPS Commerce for Acumatica
Learn how you can take advantage of the SPS embedded Acumatica solution to automate with their customers, suppliers, and logistic partners.
Moh Damerchi
Senior Channel Sales Manager
SPS Commerce
Taking GI’s to the Next Level
Nicole Ronchetti and Mike Nottoli will show you how to leverage the power of GI’s for Mass updates, performing mass actions & more!
Nicole Ronchetti
Senior Technical Consultant
DSD Business Systems
Mike Nottoli
Senior Acumatica Consultant
i-Tech
More Than Just Talk – Communication Strategies in 2021
In today’s fast moving and remote world, a complete strategy around communications is needed to make sure you stay top of mind to your prospects and clients.
Steven Mohr
VP of Sales and Marketing
Lightspeed Voice
12:00 pm – 12:30 pm
Click2Pay, Bank Deposit & Retail Solutions by VelocIT
Learn how VelocIT enables counter sales with EMV & contactless payments along with advanced Click2Pay features on quotes and other AR doc’s.
Shawn Burt
CTO and Acumatica Developer MVP
VelocIT
12:45 pm – 1:15 pm
Electronic Payments Made Easy
See how you can have efficient, embedded credit card capability that may be fully integrated for both back-office & website entered orders.
Janice Phelps
Professional Services Director
Blue Moon Industries
A Modern Approach to Financial Reporting
Find out how live user-friendly analytics + dashboards make reporting, sharing financial KPIs & budgeting + forecasting a whole lot easier.
Christine Martin
Senior Partner Alliance Manager
Phocas Software
Summit 2022 and the Power of Networking
Acumatica’s Louisa Gooding and Jessica Pidgeon share what to expect at Summit 2022 and other ways to connect with the Acumatica community.
Louisa Gooding
Senior Business Development Manager
Acumatica
Jessica Pidgeon
Partner Programs Manager
Acumatica
1:15 pm – 1:45 pm
Win With Tech: Mastering the Basics of Sales Tax
Looking to better understand your tax obligations? Learn about your tax obligations, how to scale, and why to track exemption certificates.
Rick Bennett
Sr. Sales Executive
Avalara
1:45 pm – 2:15 pm
Complex Pricing, Made Easy
Got pricing problems? We’ve got solutions. Come found out why Rockton Pricing Management can make your world Simpler and Easier.
Alicia Weigel
Technical Sales Team Lead
Rockton Software
CRM for the Life of the Customer
While CRM starts with sales and marketing, equally important is taking care of the customer after they have elected you as preferred vendor.
Cristi Womack
Senior Consultant
CS3 Technology
2:15 pm – 2:45 pm
How NETSTOCK Can Move You Up the Inventory Maturity Curve
Learn where your business is and needs to be on the inventory maturity curve. Discover how NETSTOCK helps users advance to the next level.
Russ Graf
VP of Channel Management
NETSTOCK
3:15 pm – 3:45 pm
Extend the Value of Acumatica – Automate AP & Beyond
Learn how DocLink, our document management solution, can enhance Acumatica to eliminate your paper-based processes in AP & beyond.
Patrick Nguyen
Sales Director
Altec
Line of Business Reporting in Acumatica
Join DSD Senior Consultant Phil Marotta for an educational session on setting up Line of Business Reporting in Acumatica.
Phillip Marotta, CPA
Senior Consultant
DSD Business Systems
Retail Discovery
In this short discovery session learn about 1Retail and what it can add to an Acumatica ERP based Retail-Commerce Solution.
Gerry Audell
One Channel North America Inc.
3:45 pm – 4:15 pm
Tackle Your Shipping Challenges with Pacejet and Acumatica
Learn how to solve today’s toughest shipping challenges like the capacity crunch, higher carrier rates, shipping automation, and more.
Stephen Karem
Director of Partnerships and Alliances
Pacejet
Note: Agenda subject to change without notice, all times listed are Eastern Standard Time (UTC-4).
acuCONNECT 2021 is made possible by the generous support of our event sponsors. Interested in Sponsorship? E-mail info@acu-connect.com.