Keynotes

The keynote sessions at Advantage 2008 are designed to give you a glimpse into major developments at Intacct. Hear from Intacct executives on where the company is headed, what we have in store to help you improve your business and what cool new features and functionality are coming in the product.

Intacct – Ride the Wave
Mike Braun, President and CEO, Intacct
Tuesday, September 16, 8:00am – Hayes 1 and 2

Mike Braun will review recent developments at Intacct and talk about his vision for the company going forward. Fast growth and new partners have driven rapid innovation and brought Intacct many new customers. Today, Intacct is positioned to deliver even better products and services as we continue to invest and grow toward meeting our goal of helping you drive business advantage and delivering 100% client satisfaction.

Panel: SaaS and the Accounting Profession
Tuesday, September 16, 8:45am – Hayes 1 and 2

Full details to come shortly.

Leveraging the Intacct Ecosystem
Daniel Druker, SVP of Marketing and Business Development, Intacct
Tuesday, Sept. 16, 9:15am – Hayes 1 and 2

Intacct's open platform makes it easy for our clients and partners to extend the value of Intacct by leveraging additional best of breed on-demand applications to round out the back office or to integrate with packaged and custom on-premises applications. If you want to use your favorite application for CRM, HR or payroll, we believe that your financial management package should make that easy. That's what we mean by the Intacct ecosystem: an open platform with best of breed choices. Dan Druker will discuss how Intacct works with other best of breed companies like Salesforce.com, Cornerstone, SuccessFactors, Paychex, ADP, QuickArrow, Adaptive Planning, Echosign, Boomi, Ingres, LucidEra and many more, to make it easy for you to run a truly best of breed on-demand business.

Intacct Support Update
Andrew Marks, Vice President of Client Services, Intacct
Tuesday, Sept. 16, 4:00pm – Hayes 1 and 2

Full details to come shortly.

Intacct Innovation - Product Roadmap and Sneak Peek
George Jaquette, Vice President of Engineering, Intacct and Aaron Harris, CTO, Intacct
Tuesday, September 16, 4:15pm – Hayes 1 and 2

Intacct has developed new capabilities and offerings throughout our product line and integrated deeply with key partners to deliver a more complete solution for managing your business and making your company more productive and profitable. George Jaquette will review the exciting new deliverables from Intacct in the past year, and will discuss what's ahead on the product roadmap. Aaron Harris will also provide a sneak peek demonstration of exciting new products and features coming to Intacct.

Intacct Executive Q&A Forum
Intacct Executives
Tuesday, September 16, 5:00pm – Hayes 1 and 2

Do you have questions you would like to ask the Intacct team? Well, here is your chance. Submit your questions at the Registration table in the Foyer by 3:00p on Tuesday and our esteemed panel of executives will answer the most pressing items during this interactive session.

Track 1: Hands-On Training

Have you ever wondered, "How do I …?" Our Hands-On Training Classes will answer just that. Bring your own laptop and take advantage of our lab sessions to hone your skills on key Intacct product features and other financial management tasks. At your request, we've doubled the length of these sessions this year to get you more information and deeper content.

Intacct Insight™ - Reporting and Analysis
Glenn Wilder, Intacct
Monday September 15, 1 PM – San Martin
Tuesday September 16, 10:15 AM – San Martin

Here's everything you need to know to get started with reporting, analysis and performance management. In this session, you will learn how to create ad-hoc reports and analyses within Intacct, leveraging both financial and operational information. From setting up account groups and developing financial reports with the Report Wizard, to combining financial and operational information to manage business performance. Take Intacct to the next level by empowering your employees with better information to make better business decisions.

Intacct 101
Christine Maloney, Intacct and Victoria Keeshan, Intacct
Monday September 15, 1 PM – Morgan Hill
Tuesday September 16, 10:15 AM – Morgan Hill

This hands-on session is designed to give new customers and new partners a basic understanding of the entire Intacct system. The course will provide attendees with an overview of how to get started with Intacct, including core features and capabilities across all of the modules. In addition, you will learn how to create and deploy Intacct Insight™ reports and dashboards to present your data in a more visual manner.

Intacct Insight™ - Dashboards
Iris Adayan, Intacct
Monday September 15, 3:15 PM – San Martin
Wednesday September 17, 10:15 AM – San Martin

Intacct Insight™ is a set of powerful tools for real-time business intelligence, management and control. Intacct Insight allows users to create and share dashboards that contain real-time interactive charts and reports, financial and operational analytics, Web 2.0 mashups and performance management statistics. In this session, you'll learn how to harness the power of the Intacct Insight dashboards by learning how to create, manage and deploy them effectively.

Managing Multiple Business Entities and Currencies in Intacct
Phyllis Miller, Intacct
Monday September 15, 3:15 PM – Morgan Hill
Wednesday September 17, 8 AM – San Martin

For organizations with multiple business units, subsidiaries, offices or franchises, Intacct Multi-Entity Management improves productivity, accuracy and compliance in distributed or global environments. Intacct Multi-Currency Management automates the process of operating international and multinational businesses that require multiple currencies and exchange rates. In this session, you'll learn how to access multiple instances with a single login, and set up users to manage particular entities. Also learn how to manage multiple currencies across those entities. In addition, you will gain an understanding of how to set up permissions within individual environments and report across the consolidated organization, as well as each individual entity.

Graduating from QuickBooks to Intacct
Sandra Alsina, Intacct
Tuesday September 16, 1:45 PM – San Martin

Are you a recent QuickBooks graduate? Do you want to better understand how to accomplish common QuickBooks tasks in Intacct? This hands-on session is designed to help QuickBooks graduates easily transition to Intacct and begin taking advantage of its powerful, professional financial management capabilities. During this session, we will walk you through typical day to day tasks in Intacct. Learn the nuances of Intacct in a context familiar to QuickBooks users, and better understand how to leverage the power of Intacct to your benefit.

Intacct Revenue and Contract Management
Sara Sharpe, Intacct
Tuesday September 16, 1:45 PM – Morgan Hill
Wednesday September 17, 1:15 PM – San Martin

Intacct Contract and Revenue Management automates and optimizes the financial processes associated with complex contractual relationships like the management of deferred revenue and revenue recognition. In this session, we'll delve into the powerful features and highlight how you can streamline your business processes. We'll also cover how to schedule an e-mail event, including how to use new pricing or old pricing with an assigned markup or markdown, and how to attach a PDF of a new quote or order. Finally, we'll review how you can customize html email formats for the automated emails you send to your customers and create renewal templates based on internal workflows.

Integrating Intacct and Salesforce
Tim Miller, Intacct and Biju Nandakumar, Intacct
Wednesday September 17, 8 AM – Morgan Hill

Could you benefit from the ability to create a booked order from a sales opportunity with a single click? With the integration between Intacct and Salesforce, you can create sales quotes, convert existing quotes to orders, verify pricing and inventory and track order status in real time – all from within Salesforce. Learn how you can improve your sales team's efficiency by giving them access to customer data traditionally hidden in back office systems like customer aging, product backlogs and transaction ledgers.

Leveraging AvaTax for Intacct
Marshal Kushniruk, Avalara and Mark Braud, Intacct
Wednesday September 17, 10:15 AM – Morgan Hill

AvaTax for Intacct is our new sales tax management service, powered by Avalara. With thousands of sales tax rates in North America and regional boundaries and tax laws that change every year, sales tax compliance is both cumbersome and expensive. In this session, you will learn ways to reduce the cost of managing tax rules and streamline your sales tax computation with AvaTax for Intacct. Hear how this new solution will make it easy for you to free up company resources while also staying tax compliant – never manually struggle to figure out and maintain sales tax again.

Customizing Intacct
Tim Miller, Intacct
Wednesday September 17, 1:15 PM – Morgan Hill

Because your company works like no other, Intacct makes it easy to modify and extend your Intacct applications, without programming. If you want to learn how to expand your Intacct system beyond what comes “out of the box”, this session is for you. Learn how to create custom screens, business processes, reports and fields. We will also teach you how to use Smart Rules, Smart Events and Smart Click to create customized workflows and business events. By the end of this session you'll be able to design and implement custom user interfaces, modify the structure of your data model and deploy your own workflow and business logic.

Track 2: Product Innovation

In this track, you will learn about new products, new features and new innovations available now and coming soon from Intacct and our partners. Intacct product experts, developers, customers and partners will also share the innovative ways they have deployed Intacct.

Automating Payments with Intacct and Wells Fargo
Brett Oliker, Intacct; Leah Meyer, Wells Fargo; and Claudette Carrillo-Tyler, Wells Fargo
Tuesday September 16, 10:15 AM – Hayes 1

Would you like to send payment and remittance information directly to your bank from within Intacct? In this session, learn more about Wells Fargo Payment Manager and how the new integration between Intacct and Wells Fargo will help joint clients streamline their payment processing. You will hear how companies can significantly reduced the time their staff spends on manual payment processes, allowing managers and employees to focus on core business activities.

Leveraging Intacct's SOA, Web and XML Services
Aaron Harris, Intacct and Chris Ryan, SpringCM
Tuesday, September 16, 11:15 AM – Hayes 1

Do you have critical business applications that you want to combine with Intacct? The Intacct on-demand platform is built on a flexible, best of breed services oriented architecture (SOA), allowing you to seamlessly connect Intacct with your other key business applications. Learn how to leverage Intacct's SOA, Web and XML services to integrate the user interface, business processes and data structures in Intacct with strategic on-demand and on-premises solutions. You'll also hear about ways Intacct clients and partners are leveraging these web services to their benefit.

Payment Gateways –E-payments and ACH
Brett Oliker, Intacct
Tuesday, September 16, 1:45 PM – Hayes 1

Payment Services is a growing function within the Intacct system, with new features and enhancements being developed to make your money-in and money-out activities more robust and efficient. In this session, we will discuss the current Intacct features for moving money into and out of your company, including our new electronic payment processing features and upcoming usability enhancements to Accounts Receivables, Accounts Payables and the Web Services platform.

What's Coming in Order Management and Purchasing
Iris Adayan, Intacct
Tuesday, September 16, 2:45 PM – Hayes 1

Intacct is constantly improving its Order Management and Purchasing applications. In this session, we'll give you a sneak peak into Intacct's current and future development efforts. For example, we'll show you our new purchasing approvals workflow and our new order entry document processing screen. Get insight into our long term vision for quote-to-cash and procure-to-pay business processes.

Making Intacct More Accessible
Aaron Harris, Intacct
Wednesday, September 17, 8 AM – Hayes 1

Intacct is investing heavily to make our system easier to use, configure and learn. In this session you will get a first look at our ease of use roadmap and preview Intacct's exciting new look and feel. You will also be privy to a sneak peek of the innovative directions being explored by our training department. A total revamp of our online training presence, a myriad of new training options and an entirely new approach to learning, sharing and working will put you on the fast track to success with Intacct. Remember, you saw it here first!

Managing Inventory with Intacct
Sanjay Mazumdar, Intacct
Wednesday, September 17, 9 AM – Hayes 1

Do you need to track inventory? Do you need to create or carry stockable kits? In this session you will hear about the improvements we have made to Intacct's inventory management functionality over the past 12 months and see what the future roadmap holds. Learn how we can help you manage your inventory from within Intacct.

Streamlining the Billing Process
Frank Ernst, Zuora and Sean Noonan, Clickability
Wednesday, September 17, 10:15 AM – Hayes 1

Everyone knows that a successful subscription company has both an operations and an accounting system. But what if they actually worked seamlessly hand in hand? Learn how Clickability is using Intacct and Z-Billing to create a killer combination for their SaaS businesses. This session defines the key differentiators between finance and operations systems and how the marriage between the two can put your business on the fast track to success.

Global Business Management and a Preview of ATLAS
Iris Adayan, Intacct and Winifer Cheng, Intacct
Wednesday, September 17, 11:15 AM – Hayes 1

Is your company becoming increasingly globalized, requiring you to transact in multiple currencies? Do you need to account for and consolidate different global business units or subsidiaries? This session will offer you a glimpse into our new product, codenamed ATLAS. See how we're addressing intercompany transactions to significantly streamline your consolidation processes. ATLAS will provide the ability to manage a global shared instance from a single implementation. Also, get a sneak peek at our dynamic new user interface. This is a session not to be missed by any global organization.

Tips and Tricks: Optimizing Your Use of Intacct
Aaron Harris, Intacct and Iris Adayan, Intacct
Wednesday September 17, 1:15 PM – Hayes 1

Come hear answers to our most frequently asked questions. Learn ways to optimize your use of Intacct and get the most out of your investment. For example, hear tips and tricks around reporting and dashboards, setting up permissions, managing multiple currencies and processing multi-entity transactions. Come learn best practices and ways that Intacct can make your life easier.

Intacct Insight™ - Reporting and Dashboards
Winifer Cheng, Intacct
Wednesday, September 17, 2:15 PM – Hayes 1

In this session, learn how Intacct Insight™ provides sophisticated, yet easy-to-use reporting, analysis and performance management capabilities across all Intacct applications – allowing everyone in your company to have access to all the information they need to do their jobs. Come hear about the changes we've made to financial report wizards and canned reports. Learn about new customizable data views that make it easy to choose the fields to display or export, and filter and sort just the data you want. Also learn about the new improvements to graphical reporting that make Intacct Insight dashboards even more powerful. We will demonstrate how you can utilize Intacct Insight to get connected with all aspects of your business operations and results.

Track 3: Client Success

In this track you will learn how your peers are leveraging Intacct to tackle critical business management goals like improving productivity, successfully managing multiple entities and streamlining the lead-to-cash process. These sessions are a great opportunity to network with peers and bring home tangible knowledge and best practices to drive your use of Intacct and improve your business results.

Best Practices for Software as a Service Companies
Andrew Kathaw, Service-now.com
Tuesday, September 16, 10:15 AM - Hayes 2

Are you a Software as a Service (SaaS) company? Do you struggle with billing and complex contract management? Learn how Andrew Kathaw, Corporate Controller at Service-now.com, moved from QuickBooks to better manage and track customer relationships and complex contracts in Intacct. Hear how Service-now.com leverages Intacct Contract Management to separate the recording and management of these contracts from financial processes such as billing, revenue recognition, renewals and financial reporting. Andrew will also provide some words of wisdom for other SaaS companies looking to take full advantage of Intacct.

Best Practices for Services Companies
Bruce Meibos, EMPATH
Tuesday, September 16, 11:15 AM - Hayes 2

Services companies often have common struggles. These include items such as time and materials contract management, recognizing revenue based on project milestones and the flow of time and expenses to customer invoices. Hear how EMPATH, a Bay Area hospital consulting firm, has used Intacct to streamline its business processes while staying compliant. Bruce will also cover some best practices and tips for other services based companies.

Better Reporting for Better Decisions
Ivette Ruiz-Babylon, Acceller
Tuesday, September 16, 1:45 PM - Hayes 2

Great decision making starts with great information. The powerful reporting functionality built into Intacct Insight™ can help you gather the information you need to make the right decisions. Learn how Acceller uses the robust reporting functionality in Intacct Insight to get a handle on the real-time performance of their company. Hear how Intacct's support for drill-down capabilities and supporting documents allows Acceller to greatly simplify research and audits, and how they use Intacct's ad-hoc reporting tool to generate financial reports against different time periods.

Optimizing the Lead to Provisioning and Renewals Process
Dushyant Pandya, Infoclad and Rod Morris, Vovici
Tuesday September 16, 2:45 PM - Hayes 2

In this session, you'll learn how integrating Intacct and Salesforce breaks down the barriers between your sales and finance organizations and streamlines your lead-to-cash processes. Hear how Infoclad extended Intacct MAX™ for Salesforce to develop an integrated operational support system for Vovici, providing a 360 degree view of their customers. Learn best practices in account management, automated renewal opportunity management and customer centric automation. If you use Intacct and Salesforce, or are planning to integrate your financials and CRM in the future, this is a session not to be missed.

Virtual IT: 100% SaaS and Open Source for the New Millennium
Doug Harr, Ingres
Wednesday September 17, 8 AM - Hayes 2

As the CIO of open-source database vendor Ingres, Doug Harr has embraced software as a service (SaaS) wholeheartedly. The company has added 10 SaaS applications to Ingres' internal technology portfolio during the past two and a half years. In this session, you will hear first hand what Doug sees as the benefits of adopting a 100% SaaS and open source IT infrastructure for critical enterprise applications. Doug will also discuss how line of business executives can work together with IT to create a partnership that will help foster more successful deployments.

Improving Financial Visibility with Dashboards
Seth Pomeroy, NDH
Wednesday, September 17, 9 AM - Hayes 2

Do you want to improve your financial visibility with sophisticated dashboards? In this session, hear how Seth Pomeroy from NDH, one of our leading implementation partners, has built an array of customized dashboards for his clients. Seth will provide several case study examples from his clients, illustrating how Intacct Insight dashboards can provide a visual snapshot of your entire business. Gain valuable knowledge that you can apply to your organization.

Best Practices for Software Companies
Eileen Pendley, Demand Solutions Group and Teresa Ruppel, Intacct
Wednesday September 17, 10:15 AM - Hayes 2

This session will discuss common financial management and accounting challenges faced by software companies and how Intacct can help solve them. Eileen Pendley of Demand Solutions Group, a leading implementation partner, will cover best practices learned through dozens of implementations. Teresa Ruppel, Intacct's Controller, will also discuss Intacct's internal implementation and how we leverage an ecosystem of other best of breed applications.

Integrating Intacct with other Business Applications
Lisa Perdue, Aptela
Wednesday, September 17, 11:15 AM - Hayes 2

In this session you will learn how Aptela has leveraged Intacct's Web Services to create a two-way connection between Intacct and several other key business applications. Hear about the benefits they have seen from these connections and the lessons they've learned so you can mirror their success.

Automated Sales Tax Management
Marshall Kushniruk, Avalara and Renee Brockhaus, Ingres
Wednesday September 17, 1:15 PM - Hayes 2

In this session, you'll hear how Ingres has leveraged Intacct's new automated sales tax management capabilities to help manage compulsory sales tax functions. Learn how the new sales tax capabilities eliminated the tedious work and complexity associated with calculating, collecting, reporting and remitting sales taxes across multiple jurisdictions.

Global Business Management and Consolidations
Bill Herrick, NComputing
Wednesday September 17, 2:15 PM, Hayes 2

This session will cover how NComputing migrated from a manual process for handling foreign currency transactions to Intacct's built-in multi-currency functionality. Managers and executives of companies who deal with significant volumes of non-USD transactions (both payments and receivables) will learn first hand how NComputing went from a time consuming, labor intensive process to a streamlined and automated process. The presentation will describe in detail how they handle multicurrency AP, AR, and bank reconciliations in an explosive growth environment.

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