Filtered by:

Clear All
Monday, November 18
3:00pm Opening General Session show more Description Mike Corkery, Deltek’s President and CEO, leads a global team of roughly 3,000 people toward the company’s mission of delivering superior enterprise software, information solutions and consulting services to project-based businesses. Since Mike became CEO in November 2012, Deltek has more than doubled in size and now serves 30,000 customers across 80 countries around the world. Mike will kick off Monday’s General Session by giving a glimpse into Deltek’s business strategy, addressing attendee questions, and celebrating our MVP customer award winners. John O’Leary has lived through worse than most can imagine. At the age of nine, John was severely burned on 100% of his body. No one expected him to survive the first night. But he did. He then survived months in a hospital bed, dozens of surgeries, and years of therapy. This was just the beginning of John’s journey, which proved more empowering and rewarding than he could have ever imagined. It gave him strength. It fueled and drove him on. It taught him compassion and understanding, and it gave him a solid foundation for living. Some call him a survivor, but he is so much more than that. John is a beacon of hope, and he’s ready to share his message at Deltek Insight. Session Type Keynote Time Monday, Nov 18 3:00PM - 5:00PM Location Osceola Ballroom Audience Technical Level Advanced (7+ years),All levels,Beginner (1-2 years),Intermediate (3-6 years)
6:00pm XPO Theater: PCI compliance and payment acceptance technology Ryan Beck, ClientPay show more Description Data breaches are a daily occurrence. Last year, 50% of small businesses were breached. Complying with PCI minimizes the threat of breaches and keeps your cardholders’ data secure. Join this session to learn: — Why PCI compliance is essential — How technology can process payments more securely Session Type Tips & Tricks Time Monday, Nov 18 6:00PM - 6:20PM Location XPO Sponsor Theater Audience Technical Level All levels Speakers Ryan Beck ClientPay
6:40pm THEATER SESSION: Go the Distance with Costpoint Project Management Martin McGann, PCI show more Description Take a closer look at Costpoint’s Project Management capabilities include the Planning module which helps you gain greater insights, track and report on budgets, forecasts and resource utilization all in real-time, throughout the entire project life-cycle. Session Details: • Visibility into the past, the current and future financial performance of your project • Overall profitability for projects Session Type Product Overview Time Monday, Nov 18 6:40PM - 7:00PM Location XPO Sponsor Theater Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) Speakers Martin McGann PCI
Tuesday, November 19
7:00am Women in Project-Based Business: A Conversation About Technology, Projects & Workforce Diversity Natasha Engan, Deltek; Cara Arehart, Valiant Integrated Services; Laura Renauer, Kleinfelder; Tine Moeberg, Ramboll; Cherilyn Jones, LMCO show more Description Join Natasha Engan, Deltek's Consulting business leader, for a conversation with women in project-based businesses. Natasha will be joined on stage by a panel of business leaders from across Deltek’s customer base. Discussion topics to be covered include technology, projects, diversity of teams and being inclusive in the workforce. Breakfast will be served. Session sponsored by Women@Deltek Session Type Industry Trend Time Tuesday, Nov 19 7:00AM - 8:15AM Location Orange Blossom Ballroom Audience Technical Level Advanced (7+ years),All levels,Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Natasha Engan Deltek Cara Arehart Valiant Integrated Services Laura Renauer Kleinfelder Tine Moeberg Ramboll Cherilyn Jones LMCO
8:30am Tuesday General Session show more Description As the SVP of Product Strategy, Warren Linscott drives the go-to-market and product strategy for Deltek's global business. Warren has over 20 years of experience in enterprise software delivering key solutions to professional services firms and government contractors. He works closely with Deltek customers from project-based industries to shape Deltek’s product offerings to fit the unique needs of these industries and to fill out Deltek’s portfolio of solutions designed to enable the project lifecycle. During Tuesday’s General Session, Warren will dive into the technology trends that are driving new innovations in our solutions. Mike Scopa, Deltek's Senior Vice President of Engineering, leads the team that creates Deltek's software solutions. He is responsible for the company's worldwide product engineering team delivering both on-premise and SaaS solutions for project-focused companies. Mike has over 25 years of experience in the software industry, architecting and developing commercial products. He is active in the Software Development industry and is experienced in the most advanced development methodologies. On Tuesday, Mike will share the new product engineering initiatives that are enhancing both the quality of our solutions and the overall customer experience. Session Type Keynote Time Tuesday, Nov 19 8:30AM - 9:50AM Location Osceola Ballroom
10:00am A Whole New World of Business Intelligence Mehul Desai, Premier Consulting and Integration show more Description We can show you the world of shining, shimmering, splendid data. In this session we will discuss the changes and functionality added to Costpoint Business Intelligence (CER). Highlights Include: • Employee Level Dashboards • Charts • Enhanced Security Functionality Session Type Product Overview Time Tuesday, Nov 19 10:00AM - 11:00AM Location Tampa 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Mehul Desai Premier Consulting and Integration Advanced Planning and Scheduling to Maximize Production Peter Cox, Dynafact Software, Inc.; Zachary Jackson, Yulista Aviation show more Description Learn how Yulista Manufacturing has been able to maximize on-time delivery by planning, predicting and controlling production with Dynafact's DMS technology. For Dynafact customers this is your opportunity to see the latest DMS capabilities. Session Type Customer Success Story Time Tuesday, Nov 19 10:00AM - 11:00AM Location Tampa 3 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Peter Cox Dynafact Software, Inc. Zachary Jackson Yulista Aviation Ajera Kickoff: A Look at the Ajera Roadmap Ellen Keeley, Deltek show more Description Kick off Insight and get all the information you need for a successful conference. Hear about the Ajera roadmap - Today/Tomorrow/Future. This session also takes a deeper look at the new features included in Ajera's 9.3 (our latest release) in detail. See the new Browser Based Expense Report, find out how to pay your vendor invoice using Vendor Invoice Direct Deposits, discover enhancements to our CRM integration and finally find out what we've added to our public API. Session Type Product Overview Time Tuesday, Nov 19 10:00AM - 11:00AM Location Miami 1 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Ellen Keeley Deltek Back to the Basics with Revenue Andrew Unwin, Deltek show more Description If you're new to revenue setup or looking for a refresher, this session is for you. We'll review Orgs, Ceilings, Rates Schedules, Rates and more. At the end of this session you'll: * Have a better understanding of what makes up the revenue calculation * Know how to troubleshoot revenue issues Session Type Best Practice Time Tuesday, Nov 19 10:00AM - 11:00AM Location Osceola 3-4 Audience Technical Level Beginner (1-2 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Andrew Unwin Deltek Back to the Future! What to Expect from DCAA's New Accounting System Audits Vincent Perez, BAH; Joseph McCaffrey, Baker Tilly show more Description To fully understand DCAA's newly published accounting system audit program, we have to go back! Dust off those old DCAA ICAPS as we explore: * DCAA's audit approach, including "hidden" IT system expectations * When DCAA may conduct an audit * Lessons learned from past audits Session Type Industry Trend Time Tuesday, Nov 19 10:00AM - 11:00AM Location Osceola 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Vincent Perez BAH Joseph McCaffrey Baker Tilly Best Practices in Change Management Before, During and After Your Deltek Implementation Nick Blonkowski, ICF show more Description * How to get and keep folks on the bus * How to keep people informed and engaged throughout * How to make maintain support post go-live and capture benefits Session Type Best Practice Time Tuesday, Nov 19 10:00AM - 11:00AM Location Naples 1-2 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years),Advanced (7+ years),All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Nick Blonkowski ICF Costpoint Insights: Some Things Old, Some Things New Susan Pucciano, Lexell Blue, LLC; Paul Whiteman, Lexell Blue, LLC show more Description Costpoint is a powerful tool for managing your projects, financials and materials that has added many enhancements and functionality in recent years. The new features never stop coming! In this session we will: * Share tips and tricks, shortcuts and spotlights on cool features and functionality throughout the system * Highlight how to leverage your Costpoint implementation with your other Deltek products to maximize your efficiency and make the most of your product investments. * Make sure you are up to date with the latest knowledge to improve your Costpoint user experience. Audience participation welcomed and encouraged! Session Type Tips & Tricks Time Tuesday, Nov 19 10:00AM - 11:00AM Location Osceola 5-6 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Susan Pucciano Lexell Blue, LLC Paul Whiteman Lexell Blue, LLC Costpoint Manufacturing at its Best Bryce Behunin, Deltek show more Description Costpoint Manufacturing is flexible enough that it can be used by any organization that performs manufacturing functions. Come explore the depth and breadth of Costpoint Manufacturing.  This session will cover: * Manufacturing orders, routings, and production control * Compute material requirement and MRP * Material production scheduling and engineering change management Session Type Tips & Tricks Time Tuesday, Nov 19 10:00AM - 11:00AM Location Destin 1-2 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Bryce Behunin Deltek Deltek Human Capital Management: Supporting the People Who Power Your Project Success David Lee, Deltek; Amber Wilderman, Deltek; Christie Hardy-Perez, Deltek; Amy Champigny, Deltek show more Description Join the Deltek HCM team for a fun-filled and interactive session to kick-off Insight right! Session Type Product Overview Time Tuesday, Nov 19 10:00AM - 11:00AM Location Daytona 1-2 Audience Technical Level Advanced (7+ years),All levels,Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers David Lee Deltek Amber Wilderman Deltek Christie Hardy-Perez Deltek Amy Champigny Deltek GovWin IQ Kickoff: Fuel your Government Contracting Growth Strategy Kevin Plexico, Deltek show more Description Discover how the innovations made to GovWin IQ in 2018, including completing the integration of the Onvia dataset, empower you to succeed at every stage of your next government contracting pursuit. In addition, learn what you can expect in the coming days, recommended offerings, and new exciting events available to you. Session Type Product Overview Time Tuesday, Nov 19 10:00AM - 11:00AM Location Emerald 5 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Kevin Plexico Deltek Maconomy KickOff: All Things Maconomy Daniel DiStefano, Deltek; Christopher Challenor, Deltek show more Description Join Deltek product and technology experts for a content-packed, 1-hour session devoted to the Deltek Maconomy and People Planner product families. Take a look ahead to what's coming in the product over the next 12 months, with roadmaps covering the Maconomy Workspace Client, iAccess, Touch, and Deltek People Planner. Learn about new and interesting initiatives, such as our key focus areas for product innovation. Session Type Product Overview Time Tuesday, Nov 19 10:00AM - 11:00AM Location Emerald 8 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Daniel DiStefano Deltek Christopher Challenor Deltek Making Costpoint Integrations Part of Your World Martin McGann, PCI show more Description Do you want to be where the automation is? Discover how Costpoint integrations can give you ‘more’. Session Objectives: * Take advantage of Costpoint functionality to streamline your business * How to make Costpoint a single source for all company data * Accurate and comprehensive reporting features Session Type Tips & Tricks Time Tuesday, Nov 19 10:00AM - 11:00AM Location Sarasota 1-2 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Martin McGann PCI PPM Kickoff Jason Kinder, Deltek; Lorrie Blanchard Tietze, INTERFACE CONSULTING; Anthony Presley, DCMA; Michelle Storm, Lockheed Martin; Tej Sujlana, General Dynamics Mission Systems show more Description The PPM Kickoff will have a panel of project management experts from industry speaking to issues that they are facing on a day-to-day basis. Session Type Industry Trend Time Tuesday, Nov 19 10:00AM - 11:00AM Location Orange Blossom Ballroom Audience Technical Level All levels,Advanced (7+ years),Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Jason Kinder Deltek Lorrie Blanchard Tietze INTERFACE CONSULTING Anthony Presley DCMA Michelle Storm Lockheed Martin Tej Sujlana General Dynamics Mission Systems Purchase Orders – Not Just for Materials: How Small to Medium Sized Businesses Can Automate Acquisition of Subcontractors and Suppliers Kimberly Meagher, Deltek show more Description Learn how to utilize Costpoint’s Procurement functionality within your service-based business. * Leave Excel behind and easily monitor and control your subcontractor and supplier funding * Bring full visibility to a project’s status onto your project reports and dashboards * Shorten cycle time by maximizing productivity and profitability Session Type Tips & Tricks Time Tuesday, Nov 19 10:00AM - 11:00AM Location Gainesville 1-2 Audience Technical Level Beginner (1-2 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Kimberly Meagher Deltek Using Inter-company Work Orders to Streamline Intercompany Billing in Costpoint Linda Riesenman, Aronson LLC show more Description This session will provide users with an in-depth look at the Inter-company Work Order module in Costpoint. Specific focus on: * Internal vs External IWOs * Design and configuration of the IWO Module * IWO Project & Expense Mapping * Processing Intercompany Billing * Creating IWO Allocations * Elimin Session Type Best Practice Time Tuesday, Nov 19 10:00AM - 11:00AM Location Emerald 6 Audience Technical Level Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Linda Riesenman Aronson LLC What Upper Management must know and understand to avoid GOVCON problems & JAIL Ed Muldrow, Iuvo Systems Inc.; John Fisher, Iuvo Systems, Inc show more Description Participants will gain exposure to some of the pitfalls that can affect their government contracting business. -What are the areas of your business most likely to attract the attention of government personnel -What might be the consequences of this unwanted attention - Etc. Session Type Best Practice Time Tuesday, Nov 19 10:00AM - 11:00AM Location Naples 3 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years),Advanced (7+ years),All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Ed Muldrow Iuvo Systems Inc. John Fisher Iuvo Systems, Inc
11:10am Adding UDFs & Workflows - Where Do You Start? Melissa Garner, Stambaugh Ness show more Description Prepare and plan out the process of customizing Vantagepoint/Vision to suit your firm's needs. See what can happen if you sprinkle a little fairy dust! Attendees will learn how to: * Plan & design customizations * Document & execute customizations * Roll out process changes Session Type Best Practice Time Tuesday, Nov 19 11:10AM - 12:10PM Location Sun C Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Melissa Garner Stambaugh Ness Costpoint Kickoff: Powering Project Success with Costpoint 8! Todd Walker, Deltek; Anthony D''Ambrisi, Deltek; Heather Lark, Deltek; Michael Ulmer-Goodrich, Redhorse Corporation; Jerry Capute, Northrop Grumman; Kara Harrod Rourke, Deltek; Roopa Kansagra, Deltek show more Description Have you heard about Costpoint 8, our next major release? Come join the Costpoint product team to learn how Costpoint 8 will continue to help your entire organization power project success. In this can’t miss session you will hear about the following key topics and more: * What's Coming in Costpoint 8.0 * Our plans to continue to invest in opportunity management and other related business development capabilities with a new Costpoint Customer Relationship Management (CRM) solution * Exciting new enhancements in T&E, Resource Planning and Business Intelligence with Costpoint Professional Services Automation (PSA) * Much sought after new Deltek Cloud services to help contractors realize the value of the cloud and help in areas like NIST, CDI and CTI * Deeper integration to provide innovative and unmatched vendor management for all government contractors Session Type Product Overview Time Tuesday, Nov 19 11:10AM - 12:10PM Location Osceola Ballroom Audience Technical Level Advanced (7+ years),All levels,Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Todd Walker Deltek Anthony D''Ambrisi Deltek Heather Lark Deltek Michael Ulmer-Goodrich Redhorse Corporation Jerry Capute Northrop Grumman Kara Harrod Rourke Deltek Roopa Kansagra Deltek Customer Spotlight: Mott MacDonald Daniel Patton, Mott MacDonald show more Description Join us for this customer spotlight and hear a great story of Mott MacDonald's partnership with Deltek and successful implementation of the Maconomy product. We'll focus on the use of the Projects workspace and the positive impact it is having across the organization. Session Type Customer Success Story Time Tuesday, Nov 19 11:10AM - 12:10PM Location Emerald 8 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Daniel Patton Mott MacDonald Flight Plan 101: Navigating Your Journey to the Cloud Jeff Eakin, AMT show more Description In this session, you will learn about AMT's journey to the cloud. You can look forward to learning how to: • Prepare for your move to the cloud • Implement best practices for successful transition • Incorporate Tips and Tricks for customization • Drive firmwide use through innovation Session Type Customer Success Story Time Tuesday, Nov 19 11:10AM - 12:10PM Location Sun 5-6 Audience Technical Level Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Jeff Eakin AMT Focus on the EAC - Vision Planning Tips and Tricks Mark Lovstrom, Google show more Description A brief overview of Vision Project Planning -How to get your PMs to focus on the EAC, why this is important and how to tie this in to Revenue Recognition Session Type Tips & Tricks Time Tuesday, Nov 19 11:10AM - 12:10PM Location Sun B Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Mark Lovstrom Google How to Implement an Awesome Intranet Ron Heims, RDG Planning and Design; Susan Strom, Knowledge Architecture show more Description RDG will share how they implemented an intranet that integrates with Deltek Vision and is used by 100% of their firm. You'll learn: * What a great intranet should do for your business * How to build an intranet that aligns with your top business priorities * How to use metrics to engage stakeholders Session Type Customer Success Story Time Tuesday, Nov 19 11:10AM - 12:10PM Location Tallahasse 1-2 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years),Advanced (7+ years),All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Ron Heims RDG Planning and Design Susan Strom Knowledge Architecture How Vantagepoint Will Impact Your Consulting Firm Sarah Dickinson, Deltek; Laura McQuaig, Deltek show more Description Winning new logos, managing multiple engagements and exceeding client expectations has never been easier than it is with Vantagepoint. In this session, explore existing and future features that are built for the way consulting firms run their businesses. Session Type Best Practice Time Tuesday, Nov 19 11:10AM - 12:10PM Location Sun 3-4 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Sarah Dickinson Deltek Laura McQuaig Deltek Introduction to Vantagepoint Dashboards: Getting Started Ellen Keeley, Deltek show more Description With Vantagepoint's new Dashboard functionality, you have the power to create meaningful dashboards customized to your firm’s needs - delivering the right information to the right people at the right time. This introductory session covers all the basics – learn how to create both table and chart dashparts using the dashpart designer, use those dashparts to deliver dashboards that will wow your users and understand the default dashboards and dashparts that Vantagepoint delivers to you. Session Type Product Overview Time Tuesday, Nov 19 11:10AM - 12:10PM Location Sun A Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Ellen Keeley Deltek One Does Not Simply Pass Up a Sales Opportunity - Vision Opportunities Melissa Bruneau, Lavallee Brensinger Architects show more Description This session will include an in-depth look at the Opportunity Center. Participants will learn to: • Evaluate appropriate configuration • Categorize Opportunity stages • Organize competitor tracking • Match related pursuit information • Develop custom reports Marketing Campaigns may also be covered. Session Type Tips & Tricks Time Tuesday, Nov 19 11:10AM - 12:10PM Location Sun 1-2 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Melissa Bruneau Lavallee Brensinger Architects PPM Kickoff (Part 2) Jason Kinder, Deltek; Lorrie Blanchard Tietze, INTERFACE CONSULTING; Anthony Presley, DCMA; Michelle Storm, Lockheed Martin; Tej Sujlana, General Dynamics Mission Systems show more Description The PPM Kickoff will have a panel of project management experts from industry speaking to issues that they are facing on a day-to-day basis. This session will feature Q&A. Session Type Industry Trend Time Tuesday, Nov 19 11:10AM - 12:10PM Location Orange Blossom Ballroom Audience Technical Level Advanced (7+ years),All levels,Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Jason Kinder Deltek Lorrie Blanchard Tietze INTERFACE CONSULTING Anthony Presley DCMA Michelle Storm Lockheed Martin Tej Sujlana General Dynamics Mission Systems Public Sector Spending Showcase - Assess the Lay of the Land for the Year Ahead Kevin Plexico, Deltek show more Description Successfully navigating the public sector requires knowledge of the government landscape and priorities. Would you like insight on where agency pain points will be in the upcoming fiscal year? Would you like to know how the federal budget and state, local, and education (SLED) trends will effect your sales plans? Find out all of this and more in this valuable, data-rich session. Session Type Industry Trend Time Tuesday, Nov 19 11:10AM - 12:10PM Location Emerald 5 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Kevin Plexico Deltek Rev Rec, Consultant Accruals and the Importance of the Matching Principal Morrigan Smith, Deltek; Amanda De Jong, Deltek show more Description Many A/E firms are filing their taxes on a cash basis and don’t always focus on the benefits of accrual accounting. In this session we take a deep dive into this core accounting principal (The Matching Principal) and how we can apply this in our day to day use of Ajera for Clarity in our reporting. Two reports/widgets covered during this course will be available to download at Insight (Insight exclusive!). Session Type Best Practice Time Tuesday, Nov 19 11:10AM - 12:10PM Location Miami 1 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Morrigan Smith Deltek Amanda De Jong Deltek Solve Your Project Tracking Issues Darrell Aaron, Central Consulting Group; Brandy Timm, SGA Design Group, P.C. show more Description Attendees will learn how SGA solved an issue with tracking their project status and analyzing project financials. You will learn - How to solve unique challenges within the system tools - Using workflows to automate populating fields, analysis and alerts - The limitless potential of the system Session Type Customer Success Story Time Tuesday, Nov 19 11:10AM - 12:10PM Location Sun D Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Darrell Aaron Central Consulting Group Brandy Timm SGA Design Group, P.C. The Future of Deltek Talent Management Amber Wilderman, Deltek; Christie Hardy-Perez, Deltek; David Lee, Deltek show more Description Deltek Talent Management’s Product Management team will highlight the exciting enhancements that are being developed to drive our balanced solution forward. An experience that takes users through the entire employee life cycle from Job Application to Onboarding, Development, Modern Performance Management and Learning. Join Dave Lee and Christie Hardy-Perez for a review of Talent's soon-to-be-released features and the longer 2-3 yr vision for Talent Management. Session Type Product Overview Time Tuesday, Nov 19 11:10AM - 12:10PM Location Daytona 1-2 Audience Technical Level Advanced (7+ years),All levels,Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Amber Wilderman Deltek Christie Hardy-Perez Deltek David Lee Deltek Tips & Tricks for Managing Multi-Company in Vantagepoint Michael Klaus, Deltek show more Description Enterprises using Vision or Vantagepoint with multiple companies can learn how to add efficiency and better perspectives of how their companies operate. Learn some tips for setting up inter-company billing, controlling transactions, managing currencies, and keeping taxes on transactions organized and accurate. Now that Vantagepoint offers all language translations without an additional license, see how you can use multiple languages throughout the product. Session Type Tips & Tricks Time Tuesday, Nov 19 11:10AM - 12:10PM Location Miami 2-3 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Michael Klaus Deltek Using Schedule Manager to Forecast Revenue Prabhjot Sohi, MacKay Sposito, Inc. show more Description In this session, attendees will learn about schedule manager and how it can forecast revenue. You will learn: * How to add resources into PCC * How to schedule hours to resources * How to build a widget on scheduled hours vs. actual hours worked * How to build a widget that shows reve Session Type Tips & Tricks Time Tuesday, Nov 19 11:10AM - 12:10PM Location Sanibel 1 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Prabhjot Sohi MacKay Sposito, Inc. What is Deltek PIM? The 21st Century Way of Managing Information Nicholas Nieder, Deltek; Dean Moss, Deltek; Rob Baker, Deltek show more Description The 21st century brought with it countless innovations, most of which have improved our lives. The digital age opened up our world, providing us access to all sorts of information. But, what started as a convenience has turned into information overload. For AEC companies, there is an abundance of information to share not only with employees, but also across project teams (both internal and external). Network folders and emails worked for a time, but that structure limits the amount of true collaboration amongst team members. From documents being misfiled to emails hiding in inboxes to simply not everyone having access to the files they need, collaboration is inefficient at best. Learn how your company can gain better project visibility, increase employee productivity, and minimize corporate risk. Session Type Product Overview Time Tuesday, Nov 19 11:10AM - 12:10PM Location Sanibel 2-3 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Nicholas Nieder Deltek Dean Moss Deltek Rob Baker Deltek
1:10pm THEATER SESSION: InfoTek & Improving Customer ROI Jawaharlal Buddhavarapu, Infotek Consulting LLC; Lindsay Jencsik, Infotek Consulting, LLC show more Description Our session will offer solutions Costpoint customers can implement to effectively use Costpoint CMI, Webservices, and Extensibility. We will focus on improving customer ROI through business automation to standardize, streamline, and simplify business processes. Session Type Tips & Tricks Time Tuesday, Nov 19 1:10PM - 1:30PM Location XPO Sponsor Theater Audience Technical Level Advanced (7+ years),All levels,Beginner (1-2 years),Intermediate (3-6 years) Speakers Jawaharlal Buddhavarapu Infotek Consulting LLC Lindsay Jencsik Infotek Consulting, LLC
2:10pm A 360 Degree Look at Costpoint Planning: What's New and What's on the Roadmap Janet O''Brien, Deltek show more Description Join us for an informative session on our product roadmap. You'll hear about: - New functionality that has been released in the last year - Our future plans for Costpoint Planning, including how we are integrating with Contract Management as well as how Planning fits into a robust Professional Services Automation (PSA) solution. Session Type Product Overview Time Tuesday, Nov 19 2:10PM - 3:10PM Location Sarasota 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Janet O''Brien Deltek A Future Batch from Costpoint Projects and Accounting Martha Manning, Deltek; Kara Harrod Rourke, Deltek show more Description Come learn about the changes we've made in Projects and Accounting and what's to come in the future. We'll talk about: * Open Billing Detail - Org Security * Subcontract Management - New Manage Subcontractor Invoices screen (s/b Manage Open Subcontractor Detail) * Email AP EFT Notifications * IWO VAT Tax inclusion * New Streamlining Projects * New Multi-Currency Projects * And More Session Type Product Overview Time Tuesday, Nov 19 2:10PM - 3:10PM Location Osceola 3-4 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Martha Manning Deltek Kara Harrod Rourke Deltek Cobra User Forum Dale Gillam, Leidos; Kathy Boatwright, Deltek show more Description This in an in-person session of the Cobra User Forum facilitated by Kathy Boatwright and Dale Gillam to gain feedback from the Cobra user community to prioritize enhancements and identify other areas for improvement of the tools. Session Type Best Practice Time Tuesday, Nov 19 2:10PM - 3:10PM Location Emerald 1 Audience Technical Level All levels CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Dale Gillam Leidos Kathy Boatwright Deltek Costpoint and Importance of Process Design Barbara Bill, Infotek Consulting, LLC; Rafael Perez, Infotek Consulting show more Description Does your current process documentation reflect reality of what happens in your operations today or are you about to make the leap into manufacturing in your own facility? Come explore: * How put the process to paper * How to help optimize your organization. Session Type Best Practice Time Tuesday, Nov 19 2:10PM - 3:10PM Location Emerald 6 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Barbara Bill Infotek Consulting, LLC Rafael Perez Infotek Consulting Costpoint Business Intelligence: Upgrading from CER 7.1 to CER 7.2.3 Richard Miller, Deltek; Wenkai Wang, Deltek show more Description Upgrading to the CER 7.2 series is an important step in improving everyone's access to reports and dashboards in an interactive environment. Even though some considerations may differ, this session will address the needs of both Costpoint Cloud and On-Premises customers In this session we will discuss: * Best practices for upgrading * How to ensure you have a successful upgrade Session Type Tips & Tricks Time Tuesday, Nov 19 2:10PM - 3:10PM Location Gainesville 1-2 Audience Technical Level Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Richard Miller Deltek Wenkai Wang Deltek Costpoint Manager/Employee Self-Service: Best Practices That Drive User Adoption Tracey Ray, Deltek show more Description Manager and Employee self-service can greatly reduce the costs of running a business by speeding up basic processes and placing data at your fingertips. Manager and Employee Self-Service are a necessary and integral part of the organization puzzle. In this session, you'll learn how to leverage manager and employee self-service and if you're new to the solution, you'll learn how to drive user adoption across your organization. Session Type Best Practice Time Tuesday, Nov 19 2:10PM - 3:10PM Location Sarasota 3 Audience Technical Level Advanced (7+ years),All levels,Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Tracey Ray Deltek Deliver Better Invoices and Client Statements Aditi Pote, Deltek show more Description Did you know Ajera provides you with the tools you need to customize your collections process? In this session we will discuss how you can use Ajera’s email templates to deliver invoices and client statements while controlling the message you are sending to your client . We will also cover how you can use the Billing Review Tasks to customize the AR collection process. By solidifying the message you send to the client and tracking the interactions you have with them, Ajera can help you reduce the effort it takes to manage AR. Session Type Best Practice Time Tuesday, Nov 19 2:10PM - 3:10PM Location Miami 1 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Aditi Pote Deltek Eliminate Paper Checks and Reduce Costs Through Payment Automation Byron Biggins, Nvoicepay, Inc. show more Description Learn how Nvoicepay, Deltek's new payment partner, enables organizations to efficiently pay all of their domestic and international suppliers through one workflow. Payment automation reduces costs, increases rebates, and mitigates risks. * Learn how electronic payments can transform your back office * Learn the numerous ways automation positively impacts your processes Session Type Best Practice Time Tuesday, Nov 19 2:10PM - 3:10PM Location Emerald 7 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Byron Biggins Nvoicepay, Inc. Employees, Vendors & Billing...Oh My! Rebecca Holmes, Teksouth Corporation; Caitlyn Wood, Teksouth Corporation; April Thompson, Teksouth show more Description A process that can be often taken for granted in Costpoint, is how a particular item may flow through the system from start to finish. Examples of these are vendors and employees. We would like to share our story of how to successfully navigate an item's journey from initial entry to finalized financial. * Map the steps taken in complete process * Share examples of vendors and employees * change your story into a success story! Session Type Customer Success Story Time Tuesday, Nov 19 2:10PM - 3:10PM Location Osceola 1-2 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Rebecca Holmes Teksouth Corporation Caitlyn Wood Teksouth Corporation April Thompson Teksouth Got PO's?  Streamlining PO’s Using the New Supplier Portal Ashley Floyd, Deltek; Glenn Brownmiller, Deltek show more Description Come hear how the new Costpoint Supplier Portal can help you improve your efficiency and communications with your suppliers and subcontractors. Learn about the: * Benefits of the new Supplier Portal feature * Impact to your buyers and suppliers * More efficient PO communications process Session Type Product Overview Time Tuesday, Nov 19 2:10PM - 3:10PM Location Tampa 3 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Ashley Floyd Deltek Glenn Brownmiller Deltek Harnessing the Power of Deltek Vision and Vantagepoint to Get Paid Quicker Ron Noden, EleVia Software; Nelda Kane, EleVia Software show more Description Discover how the latest version of EleVia Software A/R Management and Collections (ARM) helps you improve your collections process. You will learn how to: – Improve collections workflow - Automate & simplify the collection process - Drive improvement using facts & KPIs - Advance your Cash Flow Strategy Session Type Product Overview Time Tuesday, Nov 19 2:10PM - 3:10PM Location Sun 3-4 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Ron Noden EleVia Software Nelda Kane EleVia Software How to Apply Design Thinking to Your Vantagepoint Configuration Lisa Rabideau, Deltek; Brent Johnson, Deltek show more Description Learn how to be a user experience (UX) designer within your own company and help your users succeed. Learn tips and tricks on how to think like a designer and apply design thinking when configuring Vantagepoint for your users. Session Type Tips & Tricks Time Tuesday, Nov 19 2:10PM - 3:10PM Location Sun D Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Lisa Rabideau Deltek Brent Johnson Deltek Implementing Talent Full Suite - Experience and Lessons Learned Cindy Wilson, Balzer and Associates, Inc. show more Description What does it take to implement Talent Management successfully? Hear from one of your peers, Cindy Wilson as she dives into her experience. If you are rolling out a new module, or changings a current process, this session is for you. Implementation is about more than setting up the product. Help your organization adapt to the change, embrace new processes and learn along the way. In this session attendees will receive a brief overview of implementing Talent Full suite: • Experience with implementing Talent Full Suite • Managing organizational change and user adoption • Lessons Learned Session Type Best Practice Time Tuesday, Nov 19 2:10PM - 3:10PM Location Daytona 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Cindy Wilson Balzer and Associates, Inc. Introduction to the New Web API for Vantagepoint Michael Dobler, Deltek show more Description In this session, attendees will learn how to use the new REST API in Vantagepoint to connect to the system and read/insert and update records on a ASP.net core sample application Session Type Product Overview Time Tuesday, Nov 19 2:10PM - 3:10PM Location Sun 5-6 Audience Technical Level Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Michael Dobler Deltek Leveraging GovWin for Price to Win and Competitive Pricing Kevin Plexico, Deltek show more Description How confident are you in your competitive pricing strategies? GovWin IQ's enriched Labor Pricing Analytics database can help you benchmark rates by contractor, contract type, contract value, and contract vehicle. Join this session to learn how you can: » Access a database of 15 million+ labor rates from more than 11,000 vendors, covering more than 1,000 distinct contract programs » Adopt new Smart Tags for Job Categories for efficiency » How to calculate current, average, and escalation rates, as well as standard deviations on the fly. Session Type Product Overview Time Tuesday, Nov 19 2:10PM - 3:10PM Location Emerald 5 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Kevin Plexico Deltek Manage Contracts & Flow-Downs with Costpoint Contract Management Emily Kourey, Deltek show more Description Now that you've won an award, come see how Costpoint can help manage the post award process. Complete with a contract closeout checklist, Costpoint has been enhanced to help contract managers make contract management easier. After this session, you learn: * Tracking FAR/Supplemental Clauses against a contract * Managing the non-financial contract details * How to keep up-to-date on modifications * Automating the project creating process Session Type Product Overview Time Tuesday, Nov 19 2:10PM - 3:10PM Location Tampa 1-2 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Emily Kourey Deltek Modernizing Your Reporting with PowerBI and VPM Dashboards Christopher Simei, KEO International Consultants show more Description In this session, attendees will be given a high-level overview of one company's journey with VPM You will learn: •Considerations to establish role-based dashboards •How to focus efforts on impactful metrics and KPIs •Capabilities of VPM •VPM tips and tricks •Empowering staff with tools to learn Tableau Session Type Tips & Tricks Time Tuesday, Nov 19 2:10PM - 3:10PM Location Sun B Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Christopher Simei KEO International Consultants Paving the Road: How AECOM is Using Costpoint to Track and Bill Equipment James Mitchell, AECOM Management Services show more Description In this session, attendees will learn how AECOM combined Time and Expense, Product Definition, Fixed Assets and Billing through Costpoint Business Intelligence into a seamless tracking system for equipment. Attendees will learn: * How AECOM addressed equipment * Using User Defined Fields to link modules * Costpoint Business Intelligence and equipment Session Type Customer Success Story Time Tuesday, Nov 19 2:10PM - 3:10PM Location Destin 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers James Mitchell AECOM Management Services PM Compass New Features and Roadmap John Newton, Deltek show more Description This session will review all the additional features and improvements made to PM Compass since last year, increasing its performance and efficiency. We’ll also take a look forward at what to expect in the coming months, as PM Compass continues to transform the way businesses manage their work. Session Type Product Overview Time Tuesday, Nov 19 2:10PM - 3:10PM Location Emerald 2 Audience Technical Level All levels CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers John Newton Deltek Preparing for Growth with Deltek PIM: What's the ROI? (Customer Success Story) Bernadine Hall, Deltek; Rachel Tilleyshort, Elevation Architecture show more Description Elevation Architecture shares their journey to implementing enterprise information management, the lessons learned and insights on how they are using Deltek PIM. Session Type Customer Success Story Time Tuesday, Nov 19 2:10PM - 3:10PM Location Sanibel 2-3 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Bernadine Hall Deltek Rachel Tilleyshort Elevation Architecture Project Reports - Where Does the Data Come From? Deb Eastberg, SilverEdge show more Description In this session we will review Project Reporting to discuss where the data comes from and how to make sure it is as accurate as possible. You will learn about: • Billing Value and Refresh Billing Extensions • Compensation and Contract amounts • Billed, Revenue and Unbilled Session Type Tips & Tricks Time Tuesday, Nov 19 2:10PM - 3:10PM Location Miami 2-3 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Deb Eastberg SilverEdge Project Schedule Health and Beginners' Acumen Fuse Joseph Stinger, Ameren show more Description Dive into some important schedule health metrics and how to use Acumen Fuse to improve Schedule Health. Covering: DCMA 14 Point Inspection Schedule Quality Report Logic Report Tips and Tricks to Improve Scores Success Stories Session Type Best Practice Time Tuesday, Nov 19 2:10PM - 3:10PM Location Emerald 3 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Joseph Stinger Ameren Take Control of Emails and Documents with Ajera and Deltek PIM Ellen Keeley, Deltek; Nicholas Nieder, Deltek; Emma France, Deltek show more Description Extend the power of Ajera by integrating powerful document management capabilities to support your firm's project pursuits and execution. This session will explore the integration between Ajera and Deltek Project Information Management (PIM), focused on how simple it is to take control of your unstructured documents and e-mails. This is a great introduction to start your journey towards total project information control. Session Type Product Overview Time Tuesday, Nov 19 2:10PM - 3:10PM Location Sanibel 1 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Ellen Keeley Deltek Nicholas Nieder Deltek Emma France Deltek Teaching EV: Tools and Techniques for Sustainable Internal Training Systems Robert Shely, Textron Systems show more Description Using Earned Value training as a guiding example, this session covers the fundamentals of internal training systems. Participants will learn: • How to implement engaging and impactful trainings • Tips to gain buy-in, both inside and outside the classroom • Flexible methods of structuring trainings Session Type Tips & Tricks Time Tuesday, Nov 19 2:10PM - 3:10PM Location Emerald 4 Audience Technical Level All levels CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Robert Shely Textron Systems Techniques & Tips for Merging Multiple Legacy Systems into a Costpoint Database Jami Benson, Lexell Blue, LLC; Kelly Nighland, Lexell Blue, LLC show more Description Is there a merger in your future? We will share our proven approach including: • Costpoint and non-Costpoint legacy source systems • Design decisions to consider • Understanding the ETL process • Getting ready for Validation, Reconciliation, Testing, Cut-Over and Go-Live Session Type Tips & Tricks Time Tuesday, Nov 19 2:10PM - 3:10PM Location Naples 3 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years),Advanced (7+ years),All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Jami Benson Lexell Blue, LLC Kelly Nighland Lexell Blue, LLC The Future of Costpoint Cloud Solutions Anh Ngo, Deltek; Anthony D''Ambrisi, Deltek show more Description In this session you will be introduced to the Costpoint Cloud roadmap and some exciting enhancements and new initiatives we are undertaking at Deltek. Current cloud customers will learn about new capabilities and enhancements while on-premises customers will have the opportunity to learn about Costpoint Cloud. In this session you will learn about: * Recent product roll-outs in the Costpoint Cloud solutions * Costpoint cloud strategy for 2020 * A new Deltek Cloud Console Session Type Product Overview Time Tuesday, Nov 19 2:10PM - 3:10PM Location Osceola 5-6 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Anh Ngo Deltek Anthony D''Ambrisi Deltek This is Vantagepoint Dawn Gajewski, Deltek; Melissa Coffey, Deltek show more Description Join us to get an overview of Vantagepoint with highlights of new and exciting features throughout the product. Session Type Product Overview Time Tuesday, Nov 19 2:10PM - 3:10PM Location Sun A Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Dawn Gajewski Deltek Melissa Coffey Deltek Transaction Center - Which Transaction Type Should I Use? Seta Liacopoulos, Stambaugh Ness show more Description During this session, attendees will review each transaction type in the transaction center: ○ Review the functionality and purpose of the transaction types ○ Best practices for transaction processing ○ Solving File Rec issues Session Type Best Practice Time Tuesday, Nov 19 2:10PM - 3:10PM Location Sun 1-2 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Seta Liacopoulos Stambaugh Ness Vantagepoint and DPS CRM Workflows - Usage and Best Practices Tracy Peets, Deltek show more Description Configuration of workflows in your CRM system can take a good system usage flow to a great flow that really help ease the burden of information sharing and data maintenance. Workflows can be used to help guide the user to information that must be captured at different stages of a pursuit and can be used to remind users to reach out to key clients and contacts. Really there are endless possibilities for use of workflows to aid in a firm's CRM/BD and Marketing processes. Come learn how to best configure workflows in CRM and how the approach to workflows may change from Vision to DPS or Vantagepoint. Session Type Tips & Tricks Time Tuesday, Nov 19 2:10PM - 3:10PM Location Sun C Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Tracy Peets Deltek What's New in Maconomy? Daniel DiStefano, Deltek show more Description Join the Maconomy Product Management team as they overview all the recent enhancements in 2019. This includes new features, interface updates, technology changes, and more. With two minor releases and major changes to iAccess - you don't want to miss this session! Session Type Product Overview Time Tuesday, Nov 19 2:10PM - 3:10PM Location Emerald 8 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Daniel DiStefano Deltek Why Your Project Needs a Project Manager Simran Ratra, Kinetek; Jay Sipper, PAE Government Services, Inc.; Shimi Minhas, Kinetek Consulting show more Description In working with high profile projects over the course of my career, I have found that projects do not fail in formulation; they fail in execution. The best results follow those projects that are well-managed and kept on-track. Come see how PAE and Kinetek teamed to make their project a success. We will discuss why the role a project manager plays in keeping your projects on time and executed is vital to achieving key objectives and ROI for your enterprise.” Value of a Project Manager: * Setting and managing risk expectations through proper planning and communication * Increasing vision and direction to manage project scope and costs * Communicating goals and performance to your stakeholders Session Type Best Practice Time Tuesday, Nov 19 2:10PM - 3:10PM Location Naples 1-2 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years),Advanced (7+ years),All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Simran Ratra Kinetek Jay Sipper PAE Government Services, Inc. Shimi Minhas Kinetek Consulting Woodard & Curran’s Road to Ready - Preparing for our Deltek Vantagepoint Upgrade Amy Burke, Woodard and Curran show more Description In this session, attendees will receive an overview of Woodard &Curran’s preparation for the Deltek Vantagepoint Upgrade. You will learn: • How to assess the status of your Vision data • How to create a project plan • How to develop a design plan for the Vantagepoint UI • Lessons learned post clean-up Session Type Customer Success Story Time Tuesday, Nov 19 2:10PM - 3:10PM Location Tallahasse 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Amy Burke Woodard and Curran
3:20pm "Don't Just Fly, Soar" (Dumbo) - See How Vision Customization Can Work for You Jessica Daniele, Stambaugh Ness; Nate Brown, Stambaugh Ness show more Description Take a magical journey to see how we can utilize workflows and UDFs to automate the project setup & billing process. • Discover various user defined options to consider when creating new process • Review automation to create billing terms • Learn how adjustments were made for additional considerations Session Type Customer Success Story Time Tuesday, Nov 19 3:20PM - 4:20PM Location Sun 1-2 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years),Advanced (7+ years),All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Jessica Daniele Stambaugh Ness Nate Brown Stambaugh Ness A Beginner's Guide to Time and Expense Stephen Franzoni, Survice show more Description Join us for our beginner’s guide to Time and Expense. This session is designed for all business types, large and small, that have been using Time and Expense for less than a year. We'll cover the basics and provide some helpful hints on maximizing Time and Expense within your organization. You'll learn * How to record time * How to enter expenses on projects to keep things on track * Tips and tricks on using Time and Expense 10 Session Type Tips & Tricks Time Tuesday, Nov 19 3:20PM - 4:20PM Location Emerald 6 Audience Technical Level Beginner (1-2 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Stephen Franzoni Survice An Audit and Compliance Grab Bag: DCAA & DCMA Trends with a Costpoint Lens Nathan Geesaman, Accenture Federal Services; Derek Boyd, Baker Tilly show more Description Have you ever said “Compliance wants what?” This session will help you understand the "why" and provide an overview of DCAA & DCMA trends. This session will: * Arm participants with examples of Costpoint features to address compliance risk areas * Provide a forum to discuss best practices for compliance matters Session Type Industry Trend Time Tuesday, Nov 19 3:20PM - 4:20PM Location Osceola 1-2 Audience Technical Level Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Nathan Geesaman Accenture Federal Services Derek Boyd Baker Tilly Automation without Customization: Increasing Efficiency with PPM Tools Jessica Coral, BDO USA show more Description The PPM tools offer scalable solutions for disciplined project controls. This session will introduce out of the box features that improve processing time. Attendees will learn: • How to load actual costs directly from Costpoint to Cobra • How to create batch reports • What PM Compass workflows h Session Type Tips & Tricks Time Tuesday, Nov 19 3:20PM - 4:20PM Location Emerald 4 Audience Technical Level Intermediate (3-6 years) CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Jessica Coral BDO USA Best Practices in Subcontract Accounting and Administration Russell Forbes, Baker Tilly; John Hindman, Baker Tilly show more Description Government contractors face unique challenges and compliance criteria for subcontract administration and accounting. From satisfying contract requirements to program accounting, this session will identify the nuances of government contracting, and how Costpoint Subcontractor Management can help. Session Type Best Practice Time Tuesday, Nov 19 3:20PM - 4:20PM Location Gainesville 1-2 Audience Technical Level Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Russell Forbes Baker Tilly John Hindman Baker Tilly Consultant Accrual - Prepare, Test and Launch from Vision to Vantagepoint Christine Hurt, Ayers Saint Gross; Ryan Johns, Ayers Saint Gross, Inc.; Christine Pappert, Ayers Saint Gross show more Description In this session, attendees will learn how to restructure their data to effectively use the accrual system. 1. How to prepare the data - project and budget cleanup 2. How to process, validate and test - using reports and test databases 3. How to use GL mapping 3. Lessons and tips learned from start to finish Session Type Customer Success Story Time Tuesday, Nov 19 3:20PM - 4:20PM Location Tallahasse 1-2 Audience Technical Level Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Christine Hurt Ayers Saint Gross Ryan Johns Ayers Saint Gross, Inc. Christine Pappert Ayers Saint Gross Costpoint Contract Management Overview Panya Chua, Deltek show more Description In this session, attendees will receive an overview and learn the basics of Costpoint Contract Management. This overview will highlight pre and post award functionality and how the module ties in to the rest of Costpoint. After this session, you will: * Have a good general understanding of the capabilities of Contract Management * Understand how data flows between modules Session Type Product Overview Time Tuesday, Nov 19 3:20PM - 4:20PM Location Sarasota 1-2 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Panya Chua Deltek Costpoint System Management: Advanced Technical Concepts Stephen Sisak, Deltek; Scott Wilburn, Deltek show more Description In this session, attendees will receive a technical understanding of troubleshooting, configuring and managing their Costpoint Weblogic environment. Topics: * System Resources (CPU, Memory, I/O) * Virtualization * Weblogic Filestore * Average Utilization vs Peak Usage * Troubleshooting * Weblogic Performance Monitoring Session Type Tips & Tricks Time Tuesday, Nov 19 3:20PM - 4:20PM Location Naples 3 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Stephen Sisak Deltek Scott Wilburn Deltek Customizing Ajera Client Invoice Formats – The Basics Christopher Lewis, The M Group Architects show more Description In this session, you’ll learn the basics of customizing your invoice formats in Ajera. We’ll cover: * Navigating MS Visual Studio * Overview of frequently used MSVS properties * Demo of several simple customizations (colors/fonts, changing logos, incorporating custom fields) Session Type Tips & Tricks Time Tuesday, Nov 19 3:20PM - 4:20PM Location Miami 1 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Christopher Lewis The M Group Architects Empower Users to Get the Most Out of Your Data, Regardless of Company Role Dean Moss, Deltek; Emma France, Deltek show more Description Deltek PIM is a powerful tool that enables your employees easy access to corporate and project information. However, not every employee will interact with the solution in the same way. Accounting teams will find value in PIM's integration with Deltek’s ERP solutions. A CAD technician can access pertinent information from PIM’s full Document Management System (DMS) interface. Field employees rely on PIM's mobile app to stay connected. The beauty of PIM is that it can be used and accessed from a number of avenues, empowering your employees to do more. Join us for an engaging conversation to learn how each person in your firm can unleash the power of Deltek PIM. Session Type Tips & Tricks Time Tuesday, Nov 19 3:20PM - 4:20PM Location Sanibel 2-3 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Dean Moss Deltek Emma France Deltek Get Ready for the Convergence of Opportunities and Projects in Vantagepoint Teresa Bever, Deltek show more Description Opportunities and projects have been combined into the Projects Hub with a win/loss process, giving you one source of the truth for a project from conception through execution and closeout. Come to this session to learn what this means for you, how you can prepare your data for the upgrade, and how you can take advantage of new functionality because of this exciting change. Session Type Product Overview Time Tuesday, Nov 19 3:20PM - 4:20PM Location Sun A Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Teresa Bever Deltek Get Ready for Vantagepoint Accounting Michael Klaus, Deltek show more Description Accounting processing can be faster and easier with new features in Vantagepoint. Come and see the latest innovation that brings Accounting functionality to a new browser-based, user-friendly interface. Learn how you can get rid of cumbersome batch transaction entry and processing. Topics will include entering, reviewing and posting transactions in a more efficient, simplified process that maintains all the crucial controls and breadth of functionality. In addition, this session will cover cash management activities including paying vendors and employees and reviewing credit card and bank statements. Accountants will benefit from improved productivity and streamlined processes resulting in gained efficiencies using Vantagepoint. Session Type Product Overview Time Tuesday, Nov 19 3:20PM - 4:20PM Location Sun C Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Michael Klaus Deltek How to Become Awesome at Administering Time and Expense Philip Parry, Deltek show more Description As an administrator you play an important role in ensuring you are getting the most out of Time and Expense. Join us to learn best practices specifically for administrators. In this session, we'll cover: * How to give people access to certain group reports * How to automate alerts and reports Session Type Best Practice Time Tuesday, Nov 19 3:20PM - 4:20PM Location Osceola 5-6 Audience Technical Level Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Philip Parry Deltek iAccess for Maconomy Kristoffer Mahrt, Deltek show more Description During the last year we have worked hard on enriching iAccess to deliver to you a single, browser-based interface for your Project Managers, Account Managers, People Managers, and Employees. Join this session to see how far we have come and learn how your organization and colleagues can benefit from the new features in iAccess. Session Type Product Overview Time Tuesday, Nov 19 3:20PM - 4:20PM Location Emerald 8 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Kristoffer Mahrt Deltek Improve Your ROI with CRM: Tips & Tricks from the Field Megan Miller, Deltek show more Description Whether your firm has already invested in a CRM or you are considering it, you want to make sure you get the greatest return on your investment. It's time to make your CRM work for you so you can build better client relationships, pursue the right projects, and increase your win rates. Learn tips and tricks to get buy-in from your firm and how to get the most from your solution. See how to build client plans, track activities with little effort, get project managers engaged and improve win rates with better client intelligence. During the session, attendees will learn how to identify gaps in their current CRM process, learn strategies to set up CRM to drive better BD and marketing, and understand how to get greater buy-in from all the right levels. Session Type Tips & Tricks Time Tuesday, Nov 19 3:20PM - 4:20PM Location Sanibel 1 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Megan Miller Deltek Leverage Learning to Power Project Success Judy Fort, Deltek; Vincent Fabello, Deltek show more Description Less than 40% of employees feel that they are provided with opportunities to learn and grow! (Gallup) Learning accelerates employee development and fuels prosperity, but ensuring compliance and tracking certifications can take up an exceptional amount of time. Talent Learning makes it possible to manage workforce credentials while proactively preparing employees for the future. Offering the right learning opportunities ensures that your firm is leading the industry and that your workforce is ready to take on the next new project. Join Deltek’s Judy Fort and Vincent Fabello as they cove key features in Deltek Talent Management that can help you to craft and provide learning and development opportunities to motivate, support, and grow your employees. During this session, you will learn how to Learning and Development within Deltek Talent Management to: • Accelerate employee development and increase firm prosperity with learning • Streamline certification and professional license tracking • Tie learning opportunities to performance and to development plans • Leverage learning and development to support succession planning Session Type Best Practice Time Tuesday, Nov 19 3:20PM - 4:20PM Location Daytona 1-2 Audience Technical Level Advanced (7+ years),All levels,Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Judy Fort Deltek Vincent Fabello Deltek Powering Project Success with Deltek’s Construction Specification Solutions Gilles Letourneau, Deltek; Denise McDaniel, Deltek show more Description As you may have heard, MasterSpec®, the leading global provider of construction specification solutions, is now part of the Deltek suite of solutions to support architects, engineers, contractors and owners (AECO) effectively manage specifications needed to deliver successful projects. This solution builds on Deltek’s commitment to invest in innovation and offer deeper solutions for our customers. Now, Deltek delivers even more capabilities to help AECO firms serve their clients more efficiently and effectively. Please join this session to learn more about Deltek’s construction specification solutions and see how MasterSpec can empower your company to deliver better projects. Session Type Product Overview Time Tuesday, Nov 19 3:20PM - 4:20PM Location Emerald 7 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Gilles Letourneau Deltek Denise McDaniel Deltek Process Flows for New Baselines and Baseline Changes in PMC Jodie Silverlock, Northrop Grumman Systems Corporation show more Description This session will cover the process flow used by Northrop Grumman (MS) to baseline a brand new program and make monthly baseline changes in the PM Compass and Cobra tools. The session will focus on the processes and workflows used in PM Compass including screenshots of each of the workflows. Session Type Best Practice Time Tuesday, Nov 19 3:20PM - 4:20PM Location Emerald 2 Audience Technical Level Beginner (1-2 years) CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Jodie Silverlock Northrop Grumman Systems Corporation Professional Services Automation and Intelligent Resource Planning in Costpoint 8 Janet O''Brien, Deltek; Lynda Porter, Deltek show more Description Professional Services Automation (PSA) includes determining: How do you plan for a team of resources? How do you find the resource with the correct skills for the job? Join us in this session to learn how Resource Planning can help. We'll also cover: - How to create teams of resources for planning purposes for both enterprise and small business - How to search for resources based on skills or other credentials - How to assign a resource to multiple projects at one time - How to swap assignments between resources Session Type Best Practice Time Tuesday, Nov 19 3:20PM - 4:20PM Location Tampa 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Janet O''Brien Deltek Lynda Porter Deltek Report Authoring Tips and Tricks in Costpoint Business Intelligence CER 7.2.3 Anya Nixon, Deltek show more Description In the CER 7.2 series, the authoring of reports is now combined in a single intuitive interactive environment. This tips and tricks session will outline: * How to design better reports * How to incorporate user-defined fields and consistent templates and styles Session Type Best Practice Time Tuesday, Nov 19 3:20PM - 4:20PM Location Naples 1-2 Audience Technical Level Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Anya Nixon Deltek Secrets of Acumen Tom Polen, Deltek; Jarod Maloney, Deltek show more Description Learn the unheralded, yet ridiculously useful aspects of the Deltek Acumen suite. In this session, explore all three elements of Acumen - Fuse, Risk, and 360. Learn to quickly assess project health, risk, and perform project optimization. Learn how to stay up to date with the latest Acumen features. Session Type Tips & Tricks Time Tuesday, Nov 19 3:20PM - 4:20PM Location Emerald 3 Audience Technical Level All levels CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Tom Polen Deltek Jarod Maloney Deltek Security, Screen Designer and UDFs Brent Johnson, Deltek show more Description With Vantagepoint, it's more efficient than ever to manage your solution security and offer your firm-specific fields and screens. In this session, you will see how these huge improvements provide more flexibility and make administration of Security, Screens and User-Defined Fields (UDFs) much easier. The Screen Designer in Vantagepoint is extended to provide a broader application of field security to your users. See how the Screen Designer works in Vantagepoint and how it makes field security easier, cleaner and more consistent throughout the solution. Session Type Best Practice Time Tuesday, Nov 19 3:20PM - 4:20PM Location Sun B Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Brent Johnson Deltek Streamline Information Management with Deltek PIM and Vantagepoint/Vision Edward Zanaty, Deltek; Rob Baker, Deltek; Nicholas Nieder, Deltek show more Description Deltek Project Information Management (PIM) is integrated with Vision and now Vantagepoint. Learn how your company can connect all the right employees with the right documents, drawings and emails while working from within Vision or Vantagepoint. In this session, you will also see examples of how PIM can streamline your document management process through the use of powerful document search and tagging features. Session Type Product Overview Time Tuesday, Nov 19 3:20PM - 4:20PM Location Sun D Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Edward Zanaty Deltek Rob Baker Deltek Nicholas Nieder Deltek Structures in Costpoint Kimberly Meagher, Deltek; Christopher Radeschi, Deltek show more Description Do you get the reporting breakdown and detail that you need? Are you frustrated by how the Project/Account/Org structure are set up in Costpoint? This session provides best practices for the structures in Costpoint. You will learn: * How the various structures in Costpoint should be used * How to use various structures effectively for capturing and reporting data Session Type Best Practice Time Tuesday, Nov 19 3:20PM - 4:20PM Location Osceola 3-4 Audience Technical Level Advanced (7+ years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Kimberly Meagher Deltek Christopher Radeschi Deltek Take Control of Your Public Sector Lead Gen Activities with Territory Manager Brian Haney, Deltek show more Description Are you looking to simplify the burden on your regional sales teams, yet give them the leads they need to succeed? Learn how GovWin IQ's newest application Territory Manager provides a central command and control opportunity distribution center for your territory based sales team You will: » Assign users to territories based on place of performance or smart tags or buying organization and then define a centralized set of searches, with notification emails sent to them daily or weekly » Measure how diligently sales teams have followed up on opportunities sent to them»» Easily add new members to defined territories to ensure no leads are missed Session Type Product Overview Time Tuesday, Nov 19 3:20PM - 4:20PM Location Emerald 5 Audience Technical Level Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Brian Haney Deltek Taking the Pain out of Cobra Implementation Paul Sample, CACI show more Description In this session, attendees will receive an overview of CACI's partnership with Deltek consultants to automate data between Costpoint and Cobra. They will learn: -Steps to prepare for Cobra data import automation. -Overview of automation architecture -Lessons learned and outcomes from the automation Session Type Tips & Tricks Time Tuesday, Nov 19 3:20PM - 4:20PM Location Emerald 1 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years),Advanced (7+ years),All levels CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Paul Sample CACI The Future of Costpoint People Amber Wilderman, Deltek show more Description Don't miss your opportunity to learn about the latest enhancements to Costpoint People. Whether you're a large enterprise or small business. Get a sneak peek at what's coming in 2020 Costpoint. Session Type Product Overview Time Tuesday, Nov 19 3:20PM - 4:20PM Location Sarasota 3 Audience Technical Level Advanced (7+ years),All levels,Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Amber Wilderman Deltek Using Deltek Collaboration to Drive Project Team Success Lisa Rabideau, Deltek show more Description Deltek Collaboration empowers teams to work together to efficiently coordinate all aspects of your projects to keep everyone moving toward a common goal in one place. Come to this session to learn how to increase team productivity and engagement in a secure project centric platform where files and conversations are at it's core. Session Type Best Practice Time Tuesday, Nov 19 3:20PM - 4:20PM Location Sun 5-6 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Lisa Rabideau Deltek Using Robotic Technology to Automate Standard Processes in Vision Stephanie Hooton, TRC show more Description In this session, you'll hear how TRC automated two manual, time consuming processes in Vision. Specifically you'll learn: - How to identify processes that are good candidates for automation - Different types of automation that can be used to perform tasks - Best practices and lessons learned Session Type Customer Success Story Time Tuesday, Nov 19 3:20PM - 4:20PM Location Sun 3-4 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Stephanie Hooton TRC Want SQL as a Second Language? Jennifer Blake, Jennifer Blake Consulting Services LLC show more Description If you want to learn SQL and understand the basics of pulling data from the Vision database, this is the class for you! We will: • Use SQL Management Studio to help us write our scripts • Review how the Vision tables relate to each other • Learn SQL SELECT statements including joins & subqueries Session Type Tips & Tricks Time Tuesday, Nov 19 3:20PM - 4:20PM Location Miami 2-3 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Jennifer Blake Jennifer Blake Consulting Services LLC What’s in Store for the Supplier Portal? Roopa Kansagra, Deltek; Ashley Floyd, Deltek show more Description In this session we will discuss the future functionality of the Supplier Portal, reviewing the planned concepts to create efficiencies and streamline communications with your suppliers and subcontractors. We will discuss how the Supplier Portal will impact: * Shipping notifications * RFQ’s and quote submittal * Invoicing process * Vendor management Session Type Product Overview Time Tuesday, Nov 19 3:20PM - 4:20PM Location Tampa 3 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Roopa Kansagra Deltek Ashley Floyd Deltek Why Customers Move to Cloud Anthony D''Ambrisi, Deltek; Anh Ngo, Deltek show more Description In this session you will learn the benefits of moving to Costpoint Cloud, what moving to the Cloud means and the product offerings. Attend this session to: * Get a general overview of the Costpoint Cloud offering * Understand the benefits of Costpoint Cloud for your company * Be prepared to discuss, within your business, if moving to Costpoint Cloud is the right business strategy for your company Session Type Best Practice Time Tuesday, Nov 19 3:20PM - 4:20PM Location Destin 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Anthony D''Ambrisi Deltek Anh Ngo Deltek
4:30pm A Better Mouse Trap - Streamlining Your Processes to Maximize Your Results Paula Killebrew, CFI Companies Inc; Jean Sheets, FOX Engineering Associates, Inc show more Description This class is focused on the day to day processes of the accounting department and how to streamline to save time and money. You will learn: 1. Best kept secrets for making the day to day easier. 2. Cut down on duplication of effort. 3. Let Ajera do the work for you. 4. Prizes, Swag and Candy!!! Session Type Best Practice Time Tuesday, Nov 19 4:30PM - 5:30PM Location Sanibel 1 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Paula Killebrew CFI Companies Inc Jean Sheets FOX Engineering Associates, Inc A Future Batch from Costpoint Contract Management Kara Harrod Rourke, Deltek; Martha Manning, Deltek show more Description Come learn about the changes we've made in Contract Management and what's to come in the future. We'll talk about: * Enhancements to FAR and Supplemental tracking, including the ability to import clauses and provisions * Subcontract Planning * Competitor Tracking * Reports and Dashboards * Integration with Planning and Purchasing Session Type Product Overview Time Tuesday, Nov 19 4:30PM - 5:30PM Location Osceola 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Kara Harrod Rourke Deltek Martha Manning Deltek Advanced Metrics in Acumen Robert Edwards, Deltek show more Description This session will review practical approaches to developing advanced metrics in Acumen including calculated fields, project variables and variables. Session Type Tips & Tricks Time Tuesday, Nov 19 4:30PM - 5:30PM Location Emerald 3 Audience Technical Level Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Robert Edwards Deltek An Introduction to System Admin & How to Ensure Users Have the Right System Access Clare Manning, Infotek Consulting show more Description Have you ever wondered how to give a user access to a specific area in Costpoint without giving them access to everything in that module? While this can be confusing, especially when modifying an existing User Group, we will help make this an easy process for everyone. Many have asked these questions “Is access assigned by person or by position?” “What are the standard groups Costpoint comes with and can those groups be modified?” Infotek Consulting will share: * Best practices for providing users access and maintaining System Security * Creating and modifying User Groups * How to utilize the User Interface Profile functionality. * How to ensure users have the “right” system access. Session Type Best Practice Time Tuesday, Nov 19 4:30PM - 5:30PM Location Tampa 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Clare Manning Infotek Consulting Build Out a Marketing Infrastructure - More Than Just an Accounting System Stacie Ferrell, Stambaugh Ness show more Description Learn how to harness the power of Vantagepoint/Vision to streamline the proposal process. Track key data directly in Vantagepoint/Vision instead of numerous stand-alone documents on the network. - Where and how to track info - Develop Marketing Close Out Process - Develop resume data maintenance process Session Type Best Practice Time Tuesday, Nov 19 4:30PM - 5:30PM Location Sun 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Stacie Ferrell Stambaugh Ness Build Relationships, Shape Opportunities, and Win in the Federal Market Jeff Shen, Red Team Consulting show more Description Distinguishing yourself from the competition in the lucrative federal market is easier with a carefully-honed strategic plan. To win consistently you need to build relationships with government and influence opportunities. After this session, you will know how to use market intelligence to: •Build the right relationships •Follow the right business development process •Use GovWin for capture Session Type Best Practice Time Tuesday, Nov 19 4:30PM - 5:30PM Location Emerald 5 Audience Technical Level Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Jeff Shen Red Team Consulting Cobra Reporting Data Design, Configuration, and Customization Robert Ameen, BDO show more Description In this session, attendees will learn how to design data structures and custom reports that support specific requirements. Examples include: • Use of classes, codes, calendars, and results • Cobra reporting configuration • Cobra Excel template manipulation and design Session Type Tips & Tricks Time Tuesday, Nov 19 4:30PM - 5:30PM Location Emerald 1 Audience Technical Level Intermediate (3-6 years) CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Robert Ameen BDO Cost Transfers Made Simple Andrew Unwin, Deltek show more Description Ever wondered the best way to transfer B&P costs to the direct project for Billing ? In this session, we'll: * Walk you through the process from start to finish * Share best practices Session Type Best Practice Time Tuesday, Nov 19 4:30PM - 5:30PM Location Emerald 6 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Andrew Unwin Deltek Costpoint Business Intelligence CER 7.2.3- Executive Dashboards and Financial Reporting Justin Sommer, Deltek show more Description Understand the capabilities of the recently released CER 7.2.3. This course will cover: * Executive Dashboard * Financial models and reports including Financial Trending, General Ledger and Accounts Receivable. Session Type Tips & Tricks Time Tuesday, Nov 19 4:30PM - 5:30PM Location Naples 1-2 Audience Technical Level Beginner (1-2 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Justin Sommer Deltek Costpoint Setups – Understanding How Proper Setups Affect Your Billing Kathleen Schlachter, Mil Corporation, The show more Description Join us for this session that will take a closer look at Costpoint setup. You'll learn: * How decisions made during setup impact billing and revenue recognition * Practical solutions to everyday situations Session Type Tips & Tricks Time Tuesday, Nov 19 4:30PM - 5:30PM Location Gainesville 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Kathleen Schlachter Mil Corporation, The Dashboards for Annual Budgeting Ian Denny, RDC-S111, Inc. show more Description Use Ajera's customizable business intelligence to gather and share information with stakeholders to build your annual fiscal budget! - Which Ajera tools are best for which type of budget - How to share with the right stakeholders - Reassembling the data for input back into Ajera Session Type Tips & Tricks Time Tuesday, Nov 19 4:30PM - 5:30PM Location Miami 1 Audience Technical Level Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Ian Denny RDC-S111, Inc. Deciding When You Need to Consider a Multi-company Financial Structure Gary Brenning, Deltek show more Description Many organizations today are comprised of multiple entities that share projects and are required to provide consolidated financials, but may not want to share all of their information. In this session we will explore: * Options for configuring and running Costpoint for multiple companies * Reviewing the use of IWOs and the Consolidation module * Leveraging IWOs * Running consolidated reports Session Type Best Practice Time Tuesday, Nov 19 4:30PM - 5:30PM Location Osceola 3-4 Audience Technical Level Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Gary Brenning Deltek Deltek wInsight Analytics - New Features and Roadmap Michael Boulton, Deltek show more Description This presentation will present the new features included in wInsight 8.3 including the support for the recently released IPMR 2 format and making detailed Control Account and Work Package data available in wInsight Desktop. The new features will be demonstrated before looking at future developments, Session Type Product Overview Time Tuesday, Nov 19 4:30PM - 5:30PM Location Emerald 4 Audience Technical Level All levels CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Michael Boulton Deltek Fluctuation Analysis Sarah Bleach, CallisonRTKL show more Description How do you review GL data? With 145+ profit center combinations, there is no set dollar amount for variances because what is material to one small profit center is different than a larger profit center. CallisonRTKL has created GL exports that makes fluctuation analysis much easier. Session Type Tips & Tricks Time Tuesday, Nov 19 4:30PM - 5:30PM Location Sun 5-6 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Sarah Bleach CallisonRTKL Getting Started with Organizational Budgeting Lynda Porter, Deltek; Lawrence Eaton, Deltek; Janet O''Brien, Deltek show more Description Whether you are a large enterprise or a small business, we'll help you get started on the right track. We'll share all the basics as well as best practices to getting up and running. You'll learn: * How to initialize the Org Budgeting module * What the important configuration items are and what they mean * The steps in creating an Org budget from scratch Session Type Best Practice Time Tuesday, Nov 19 4:30PM - 5:30PM Location Sarasota 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Lynda Porter Deltek Lawrence Eaton Deltek Janet O''Brien Deltek Insider Tips to Successfully Prepare for TE 10 Jennifer Kirschbaum, Telligen; Kalli Saland, Magellan Federal/AFSC show more Description Get a head start and learn everything you need to know in advance of our Time and Expense 10 rollout. In this session, we'll cover: * A quick review of Time & Expense changes * Achieving positive end user experience, recommended steps, testing, communication, timing and rollout * Our experience and what we'd have done different in hindsight Session Type Best Practice Time Tuesday, Nov 19 4:30PM - 5:30PM Location Naples 3 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Jennifer Kirschbaum Telligen Kalli Saland Magellan Federal/AFSC Introducing Core HR: Today and Tomorrow David Lee, Deltek; Amy Champigny, Deltek; Amber Wilderman, Deltek show more Description Core HR provides everything you need to support the people who power your project success. By spending less time on paperwork, your HR team can focus on what drives your business – acquiring, developing, and retaining top talent. Automate manual HR processes and benefit from improved efficiency and increased data integrity. With a single integrated solution to acquire, manage, and optimize your workforce, you will gain valuable insights into the people side of your business that can help you support firm-wide growth and strategy. Join the Deltek Talent Management team as they highlight the exciting new Core HR module released with Talent Management 16.0 this past July. Session Type Product Overview Time Tuesday, Nov 19 4:30PM - 5:30PM Location Daytona 1-2 Audience Technical Level Advanced (7+ years),All levels,Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers David Lee Deltek Amy Champigny Deltek Amber Wilderman Deltek Maconomy Performance Testing and Functional Test Automation Gregory Kozy, Deltek show more Description Join us for 1-hour with Deltek expert, Greg Kozy, as he overviews how Deltek conducts performance tests on Maconomy, as well as, how we’ve partnered with customers to help test Maconomy in their environments. Additionally, we will discuss our functional test automation tools for iAccess and Workspace Client that will soon be available to customers. Session Type Tips & Tricks Time Tuesday, Nov 19 4:30PM - 5:30PM Location Emerald 8 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Gregory Kozy Deltek Manage Project Progress with Planning & Resource Alerts in Vantagepoint Caulene Henderson, Deltek show more Description You have projects and plans set up and now you're ready to manage their progress. Learn how resource planning alerts and reports can assist you with that task. This session focuses on how resource planning alerts help employees stay focused on their assignments and managers stay in-the-know as work on the project progresses. It also exposes the many benefits of the resource planning reports and a few of the project reports. Session Type Product Overview Time Tuesday, Nov 19 4:30PM - 5:30PM Location Sun C Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Caulene Henderson Deltek Maximizing Efficiency & Information with User Defined Components & Workflows Julie Jewitt, Millennium EMS Solutions Ltd.; Kimberley Young, Millennium EMS Solutions Ltd show more Description This session will show how we leverage UDCs and Workflows. You will learn: • How one company converted forms into Info Centers and added automation • How adding three grids to the Project hub provided their PMs with financial (including unposted!) info down to the task level • Tips for preventing incorrect data Session Type Tips & Tricks Time Tuesday, Nov 19 4:30PM - 5:30PM Location Sun D Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Julie Jewitt Millennium EMS Solutions Ltd. Kimberley Young Millennium EMS Solutions Ltd Megatrends Impacting the A/E/C Industry Michael Geary, Society for Marketing Professional Services show more Description What will the professional services of design, construction, and marketing look like in 2022? How will marketers, business developers, and company leaders leverage new techniques to keep up with the disruptions of marketing and business operations? What skills will you need to learn to keep your firm in the forefront? Attendees will learn about technology and activities that can enhance their skills to stay at the forefront of emerging trends and elevate their firm’s marketing programs. Session Type Best Practice Time Tuesday, Nov 19 4:30PM - 5:30PM Location Miami 2-3 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Michael Geary Society for Marketing Professional Services Modernizing Firm Communication with Deltek PIM (Customer Success Story) Timothy Morgan, JJCA show more Description As firms continue to grow and evolve, so must their methods of communication and management. In this session, learn why a well-established firm with nearly 30 years of delivering projects chose to adopt Deltek PIM over a custom-built application to streamline communications with clients and contractors. Attendees will learn how Deltek PIM has modernized firm communication and improved overall efficiency for delivering projects. Walk away with tips on how to customize PIM to best suit your organization's documentation needs. Session Type Customer Success Story Time Tuesday, Nov 19 4:30PM - 5:30PM Location Sanibel 2-3 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Timothy Morgan JJCA Planning Large Scale PMC implementation Donna Schumacher, Northrop Grumman show more Description This panel focuses on the strategic planning utilized during the NGC PMC implementation. We will discuss the planning needed to ensure your implementation roadmap results in an effective, compliant configuration. Included is an introduction to setup, workflows, roles and communication approach. Session Type Best Practice Time Tuesday, Nov 19 4:30PM - 5:30PM Location Emerald 2 Audience Technical Level All levels CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Donna Schumacher Northrop Grumman Real Stories: Preparing for Upgrade to Vantagepoint - A Customer Panel Bret Tushaus, Deltek show more Description Many Deltek Vision using organizations are very excited about making the move to Vantagepoint. In addition, there are a lot of things to consider as your organization plans for and executes your upgrade. Deltek has made a lot of great resources available to help companies through their upgrade. However, nothing is as valuable as hearing from your peer organizations in terms of what they are doing to prepare their Vision system, how they have cleaned up and optimized their data and how they are preparing their people. Come to this session to hear from a panel of representatives from other firms who are preparing for their upgrade to Vantagepoint. Hear their lessons learned and get a chance to ask some of your questions so that your organization can be fully prepared as well. Session Type Customer Success Story Time Tuesday, Nov 19 4:30PM - 5:30PM Location Sun A Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Bret Tushaus Deltek Success Story: How we moved Fixed Assets from Excel to Deltek Vision Christina Gahm, Hanbury show more Description In this session, we will share how we converted existing assets managed in Excel to Vision with the following steps: * Configure the Equipment Module * Enter existing assets * Reconcile and Post Accumulated Depreciation in Vision for existing assets * Create and Manage New Assets going forward Session Type Customer Success Story Time Tuesday, Nov 19 4:30PM - 5:30PM Location Sun 3-4 Audience Technical Level Beginner (1-2 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Christina Gahm Hanbury Tailoring Continuous Feedback for Performance Andrea Young, Deltek; Kathie Young, McCallie Associates, Inc. show more Description McCallie recently implemented Talent Management with the help of Andrea Young and decided to tailor continuous feedback to make the process more user-friendly than the appraisal process that was being used previously. Continuous feedback sessions are held on a quarterly basis to help employees and managers stay on top of issues. In this session, you will learn how a modern performance management process can have a serious impact on employee performance. Session Type Customer Success Story Time Tuesday, Nov 19 4:30PM - 5:30PM Location Sarasota 3 Audience Technical Level Beginner (1-2 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Andrea Young Deltek Kathie Young McCallie Associates, Inc. Tale of Two Firms: Tackling Business Intelligence Bradley Mathias, WARE MALCOMB; Anna Skeete, Protean Design Group, Inc. show more Description Ware Malcomb and Protean Design Group vary in size, location, services, and clients, but one thing they shared in common was the need to have actionable metrics at their fingertips. Both firms had developed extensive, but clunky and time consuming methods to provide company reports. Many times by the time the information was extrapolated from the system, reformatted, and presented to team members, the data was already out-of-date. Over the years, employees at both firms expressed a desire to consume their data visually. During this session, each firm will highlight the challenges they faced and why both firms landed on the same business intelligence tool, the Blackbox Connector for Informer. Attendees will learn more about how they were able to transform their Deltek Vision data into mouthwatering visuals and expedited their reporting process across their entire company. Session Type Industry Trend Time Tuesday, Nov 19 4:30PM - 5:30PM Location Tallahasse 1-2 Audience Technical Level Intermediate (3-6 years),Advanced (7+ years) Speakers Bradley Mathias WARE MALCOMB Anna Skeete Protean Design Group, Inc. Tech Titans: Gaining Technical Insights Into Costpoint 7.1.1 Dmitri Tyles, Deltek show more Description In this session we will review recent Costpoint platform enhancements, general user interface changes, product compatibility updates, and changes to the Costpoint release methodology. This session also serves as an overview for the Costpoint technical track and will help attendees decide which drill-down technical sessions they want to attend during the conference. In this session you will learn about: * Recent Costpoint platform enhancements * Product compatibility updates * The new Costpoint release methodology Session Type Product Overview Time Tuesday, Nov 19 4:30PM - 5:30PM Location Destin 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Dmitri Tyles Deltek The Small Business Growth Trajectory with Costpoint Christopher Radeschi, Deltek show more Description Attend this session to learn how Costpoint can help you hit your growth targets in a controlled and secure manner. We will cover: * How it all works together * Ways to optimize Costpoint for more automation * Top three growth challenges and how to handle them a. How to handle new types of contracts, IDIQ b. Talent management c. Business Intelligence I. Internal teams II. If you are a subcontractor, what you need to show your prime Session Type Tips & Tricks Time Tuesday, Nov 19 4:30PM - 5:30PM Location Osceola 5-6 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Christopher Radeschi Deltek Vision Billing Tips & Tricks Janelle Leroux, Simpson Gumpertz Heger Inc.; Melissa Coffey, Deltek show more Description Are you taking advantage of all the possibilities that Vision Billing has to offer? This session will include tips and tricks within Billing based on a my experience at Simpson Gumpertz & Heger monitoring 402 projects, 71 project managers, and 9 principals. This session will include multiple aspects of billing to help streamline your processes. Session Type Tips & Tricks Time Tuesday, Nov 19 4:30PM - 5:30PM Location Sun B Audience Technical Level Beginner (1-2 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Janelle Leroux Simpson Gumpertz Heger Inc. Melissa Coffey Deltek Your Procurement and Manufacturing Data Will Talk If You Are Willing to Listen Jonathan Davis, Deltek show more Description In this session, we will review how to enhance your procurement and manufacturing reports. * Learn about the Costpoint business intelligence (BI) capabilities * Learn how to create reports centered around procurement and manufacturing Session Type Best Practice Time Tuesday, Nov 19 4:30PM - 5:30PM Location Tampa 3 Audience Technical Level Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Jonathan Davis Deltek
6:00pm XPO/THEATRE SESSION: It’s Time to Play: GovCon Family Feud! Kevin Brandt, Baker Tilly show more Description Can you name the most popular responses to our survey questions? Join the Baker Tilly team as we host a Costpoint and government contracting inspired game show. Stop by for friendly competition, laughs, prizes, and insights along the way. We’re in the XPO hall for…GovCon Family Feud! Session Type Tips & Tricks Time Tuesday, Nov 19 6:00PM - 6:20PM Location XPO Sponsor Theater Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years),Advanced (7+ years),All levels Speakers Kevin Brandt Baker Tilly
6:40pm THEATER SESSION: Tour of the Deltek Support Center and Upcoming Changes Julie Pearson, Deltek show more Description Join Deltek Customer Care Operations as they review the Deltek Support Center and upcoming changes to that valuable resource. During this informative session, you will learn tips and techniques to help you effectively leverage available resource offered on the Support Center. Session Type Tips & Tricks Time Tuesday, Nov 19 6:40PM - 7:00PM Location XPO Sponsor Theater Audience Technical Level All levels Speakers Julie Pearson Deltek
Wednesday, November 20
6:00am Pose for a Purpose: Morning Yoga show more Description But first, yoga! Start your day with a rejuvenating hatha yoga class on the Coquina lawn to benefit the Leukemia & Lymphoma Society. Whether you are a beginner or an avid yogi, all levels are welcome to join us to strengthen both mind and body while supporting this amazing cause. Looking for a little motivation? Try repeating this mantra: Namaste in shape at #DeltekInsight. Class participation is free, but limited to 50. Donations to the Leukemia & Lymphoma Society are encouraged and appreciated. Mats will be provided. https://pages.lls.org/ltn/2019/deltek Session Type Best Practice Time Wednesday, Nov 20 6:00AM - 7:00AM Location Coquina Lawn Audience Technical Level Advanced (7+ years),All levels,Beginner (1-2 years),Intermediate (3-6 years)
8:30am Wednesday General Session show more Description Executive, activist and entrepreneur, Sarah Robb O’Hagan has been described by the media as everything from “Superwoman undercover” to the “Pied Piper of Potential.” She is a high-energy combination of disruptive business leader, fitness fanatic, and cheerleading mom, and has been named one of Forbes‘ “Most Powerful Women in Sports” and one of Fast Company’s “Most Creative People in Business.” Drawing on decades of experience at some of the world’s most influential brands, including Equinox, Gatorade, Nike, and the Virgin Group, Sarah will share practical takeaways on how to make failure your fuel and discover your most competitive playing field. Session Type Keynote Time Wednesday, Nov 20 8:30AM - 9:50AM Location Osceola Ballroom
10:00am Ajera Tips & Tricks Damon Shratter, Deltek show more Description This interactive session will increase user comfort level working in Ajera and give attendees tips and tricks to take back to the office ans share with other users. Attendees will learn about the most common issues that are submitted into Ajera Support - everything from finding missing WIP, and incorrect Billing Rates to updating pay rates for employees and creating Widgets to show desired information. Attendees will also have the opportunity to ask their questions and get answers from Deltek experts. Session Type Tips & Tricks Time Wednesday, Nov 20 10:00AM - 11:00AM Location Miami 1 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Damon Shratter Deltek As a Costpoint Business Intelligence CER End User, How Do I Leverage the New Features After We Upgrade? Richard Miller, Deltek show more Description A session for all users of CER especially those users who are running existing reports. This session will cover: * How the User interface has changed in the CER 7.2 series * What new features exist for end users to do more with the report and dashboard content than ever before Session Type Tips & Tricks Time Wednesday, Nov 20 10:00AM - 11:00AM Location Naples 1-2 Audience Technical Level Beginner (1-2 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Richard Miller Deltek Automation using Cobra with Microsoft tools Mark Jamieson, General Dynamics Mission Systems show more Description Utilizing ODBC connection and Microsoft Office tools to extract common program data from Cobra Demonstration Examples Earned Value Analysis Data Extract CAP/RAM generation Baseline Change comparison Session Type Tips & Tricks Time Wednesday, Nov 20 10:00AM - 11:00AM Location Emerald 3 Audience Technical Level Advanced (7+ years) CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Mark Jamieson General Dynamics Mission Systems Don't Make Your Training Sheep Dip! Lorrie Blanchard Tietze, INTERFACE CONSULTING show more Description Training isn't the end - it is just the beginning. But many organizations stop after the initial training. A commitment to follow-up support enables the application to happen - and the real business benefits to be realized. Come listen to successes to customer implementation! Session Type Best Practice Time Wednesday, Nov 20 10:00AM - 11:00AM Location Emerald 2 Audience Technical Level All levels CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Lorrie Blanchard Tietze INTERFACE CONSULTING Get Ready for CRM in Vantagepoint Teresa Bever, Deltek show more Description CRM has never been as accessible and easy to use as with Vantagepoint. In this session, attendees will see CRM in the new browser-based, user-friendly interface from soup to nuts and learn how to prepare for this exciting upgrade. Topics will include marketing campaigns, opportunities, lead qualification, business development dashboards, reports, the Outlook integration, the new CRM mobile app, and more. Through expanding accessibility to your CRM information with Vantagepoint, you will promote more collaboration, nurture important client relationships and simply win more. Session Type Product Overview Time Wednesday, Nov 20 10:00AM - 11:00AM Location Sun C Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Teresa Bever Deltek Going All In: A Real World Story About True Digital Transformation Bret Tushaus, Deltek; Markus Weidner, PENNONI show more Description Pennoni is a consulting engineering firm headquartered in Philadelphia, PA with more than 1,100 employees in 35 Eastern US locations, servicing projects and clients nationwide. After an extensive RFP process, they made the decision to strategically align with Deltek in the implementation of Vantagepoint as their core ERP. As (extremely) early adopters, they worked very closely with Deltek Global Consulting as well as the Deltek product management team as they were one of the first organizations globally to install, implement and deploy the brand new Vantagepoint 2.0 platform. With goals around growth that require greater economy of scale and organization efficiency, Pennoni felt there was no better solution than the unification of workloads presented by the VP platform. In this session we will cover functional considerations, approaches to training users, and the change management aspects of rolling out a solution like Vantagepoint. Join us to hear firsthand from both Deltek and Penonni on how the process unfolded and gain a real world look at how one large organization went ‘all in’ with Vantagepoint and the resulting lessons. Session Type Customer Success Story Time Wednesday, Nov 20 10:00AM - 11:00AM Location Sun B Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Bret Tushaus Deltek Markus Weidner PENNONI How to Develop & Implement Business Processes that Employees Will Actually Follow June Jewell, AEC Business Solutions show more Description Streamlined and effective business processes are essential to guide employees on how to do their jobs as well as ensure safety, quality, technical excellence and high profits. A good process should be “the best way to do something,” but because of silos and a lack of structure and accountability, many firms find that everyone has their own way of operating. This causes a great deal of inconsistency and additional project risks as well as problems with client service, project quality, financial outcomes and employee productivity. In this session, attendees will learn why you need to develop, document, manage and train staff on effective business processes, and how to get this daunting initiative accomplished. After attending this session, attendees will: • Understand the importance, costs and risks in not having effective processes • Know how to analyze their firm’s current processes and whether they are working • Learn the steps to document and successfully implement new processes • Develop a strategy to re-engineer your firm’s business processes and get critical buy-in from staff Session Type Best Practice Time Wednesday, Nov 20 10:00AM - 11:00AM Location Tallahasse 1-2 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years),Advanced (7+ years),All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers June Jewell AEC Business Solutions How to Maximize ROI with Workflows Stephanie Staats, Deltek show more Description Ever wonder how effective your investment in marketing is? Ever struggle with how to prioritize your marketing spend? Ever unsure about how to create the biggest impact for the smallest amount? Attend this session and learn how the power of Workflows can help you understand your Return on Investment (ROI) for these types of expenditures. In this session, a Deltek Expert will explain Workflows and give real world examples of how others are using them to maximize the power of their marketing dollars. Session Type Best Practice Time Wednesday, Nov 20 10:00AM - 11:00AM Location Sun D Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Stephanie Staats Deltek Introduction to Vantagepoint Resource Planning Caulene Henderson, Deltek show more Description Resource Planning has never been as accessible and easy to use as with Vantagepoint. In this session, attendees will see Resource Planning in the new browser-based, user-friendly interface. Topics will include project planning and resource management throughout the entire project lifecycle. Through expanding accessibility and enhancing usability of Resource Planning in Vantagepoint, project managers and resource managers will find managing their projects and resources a much simpler and more enjoyable process, promoting more accountability, higher employee utilization and better performing projects. You will be able to manage more and profit more. Session Type Product Overview Time Wednesday, Nov 20 10:00AM - 11:00AM Location Sun A Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Caulene Henderson Deltek Making Moves - Taking Maconomy to the Deltek Cloud Shyam Morjaria, ICF CONSULTING LTD; Warren Marshall, ICF CONSULTING, EUROPE AND ASIA; Samantha Lippett, Deltek show more Description Join us as ICF, an enterprise consulting firm, discusses their recent move to the Deltek Cloud. A pioneer in their industry, they upgraded from Maconomy 2.1 on-premises to Maconomy 2.4 in the cloud. In a short few months, they initiated this project upgrading all Deltek products and rolling out new functionality available in 2.4 to their users for a go-live in January 2019. Deltek Maconomy Sr. Product Manager, Sam Lippett, will also overview the Maconomy Cloud offerings and considerations when moving to the cloud. Session Type Customer Success Story Time Wednesday, Nov 20 10:00AM - 11:00AM Location Emerald 8 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Shyam Morjaria ICF CONSULTING LTD Warren Marshall ICF CONSULTING, EUROPE AND ASIA Samantha Lippett Deltek Making the Financial Professional More Productive with New Enhancements in Costpoint Accounting Martha Manning, Deltek; Lisa Rabideau, Deltek show more Description Come see the new Costpoint User Interface (UI) with a new look and feel, improved navigation, visual updates to icons and more. In addition, changes are being introduced to streamline processes. Join us for this session as we discuss: * A new UI profile to simplify the amount of information displayed on screens * Adding screens that automate multiple processes to run as one to eliminate skipping processes or running them out of order * Great solutions for small businesses * What were looking at for V8.0, including customizable process banners to provide navigation hints/steps to guide the user through the process Session Type Tips & Tricks Time Wednesday, Nov 20 10:00AM - 11:00AM Location Osceola 3-4 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Martha Manning Deltek Lisa Rabideau Deltek Making Vantagepoint Yours Though the Dashboards Dennis McGuire, Silveredge show more Description In this session, attendees will receive a brief overview and learn the basics of creating dashboards in Vantagepoint. You will learn: • Basic Charts • Conditional tables to better understand and make decisions. • Review some trick and tip to leverage the dashboard. Session Type Product Overview Time Wednesday, Nov 20 10:00AM - 11:00AM Location Miami 2-3 Audience Technical Level Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Dennis McGuire Silveredge Manage Your Pipeline with Costpoint Contract Management Panya Chua, Deltek show more Description In this session, attendees will receive a brief overview of the pre-award functionality in Costpoint Contract Management. We'll follow the flow of data from GovWin IQ to Costpoints Opportunity and pipeline analytics through Business Intelligence. After this session, you'll understand: * How Organizational Conflicts of Interest (OCI) can be linked to specific Opportunities * How records are identified and flagged for transfer to Costpoint Opportunities * How to initiate project reaction for tracking Bid and Proposal cost Session Type Product Overview Time Wednesday, Nov 20 10:00AM - 11:00AM Location Destin 1-2 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Panya Chua Deltek Migrating to the Cloud - How We Did it Matthew Pflieger, Mission Essential; Michael Miller, Deltek; Kenley Dull, Mission Essential show more Description Mission Essential migrated our Costpoint ERP system to the cloud last year. In this session we will discuss our experience and share lessons learned. Attend this session for answers to the following questions: -Purpose & Rationale for Moving to the Cloud -Negotiating the Contract -Project Planning -Change Management -Technical Considerations -Key Takeaways Session Type Customer Success Story Time Wednesday, Nov 20 10:00AM - 11:00AM Location Naples 3 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Matthew Pflieger Mission Essential Michael Miller Deltek Kenley Dull Mission Essential Month End Close: A Checklist Approach to Financial Statements Linda Runyeon, Redhorse show more Description Are you a small to medium-sized business wondering how to make your month-end close process more efficient? This session will focus on using a checklist approach to help you move through monthly close Session Type Tips & Tricks Time Wednesday, Nov 20 10:00AM - 11:00AM Location Osceola 5-6 Audience Technical Level Beginner (1-2 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Linda Runyeon Redhorse Navigating the Changing Terrain of Vision/DPS/Vantagepoint Tyler Olsen, Jones and DeMille Engineering show more Description 2 years ago we saw a road map Deltek had in place to improve and take Vision to the Web. We would like to share our experience going to DPS (migrating to the cloud) and soon Vantagepoint. - Success in DPS/Vantagepoint - Change provided opportunities for firm growth - Deltek Cloud Testimonial Session Type Customer Success Story Time Wednesday, Nov 20 10:00AM - 11:00AM Location Sun 1-2 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Tyler Olsen Jones and DeMille Engineering Our Path Forward: The Costpoint Time and Expense Roadmap Heather Lark, Deltek show more Description Don't miss your opportunity to learn about our new features that have recently rolled out as well as some more capabilities coming soon. Whether you're a large enterprise or small business you'll benefit from these enhancements. We'll cover: * A look at our mobile app * The newly released expense wizard and home dashboard * A look at enhancements coming in 2020 Session Type Product Overview Time Wednesday, Nov 20 10:00AM - 11:00AM Location Osceola 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Heather Lark Deltek Owning Versus Performing Orgs Jane Kranyak, Deltek; Brandye Thompson, Deltek show more Description This session will cover the differences in Project Revenue set-up for Owning vs. Performing orgs. We will cover: * Revenue setup, posting options and reporting impacts of recognizing revenue by owning org or performing org *The Cost Transfer Journal Entry and Revenue Redistribution processes Session Type Best Practice Time Wednesday, Nov 20 10:00AM - 11:00AM Location Sarasota 1-2 Audience Technical Level Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Jane Kranyak Deltek Brandye Thompson Deltek Roadmap for Deltek PIM: The Future is Now Nicholas Nieder, Deltek; Emma France, Deltek show more Description It's our job to continually ask "What if?" From ensuring a great user experience both online and through mobile apps to incorporating artificial intelligence/machine learning to encouraging social collaboration, our goal is to help you have a more enjoyable experience and increase your performance. By capitalizing on relevant technology trends, your company can maintain your competitive edge within the markets you serve. Take a peek into what we have incorporated today and what's on the horizon. Session Type Product Overview Time Wednesday, Nov 20 10:00AM - 11:00AM Location Sanibel 2-3 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Nicholas Nieder Deltek Emma France Deltek Run a more profitable and client-centric Agency with Deltek Agency Solutions Rene Praestholm, Deltek show more Description Learn how Deltek WorkBook and Deltek ConceptShare provide agencies with two best-of-breed tools that work together to create one powerful total agency management solution. Session Type Product Overview Time Wednesday, Nov 20 10:00AM - 11:00AM Location Emerald 7 Audience Technical Level Beginner (1-2 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Rene Praestholm Deltek Talent Relationship Management: Modern Recruiting Tips & Tricks Christie Hardy-Perez, Deltek; Amy Champigny, Deltek show more Description It's never too late to modernize your recruiting practices to build happy and engaged teams one hire at a time. That's why we added Talent Relationship Management to the Talent Management 16.0 release. Finding qualified candidates continues to rise to the top as key issues in project-focused industries. Join the Deltek Talent team to learn how to leverage the new Talent Relationship Management tool. Hear what enhancements are planned for the future and how you can have a strategic impact on your firm. In this session you will learn: - How to leverage the TRM feature - Best practices for the use of drip campaigns and how to maximize your talent pipeline - Tips and tricks to help you modernize your recruiting practices Session Type Best Practice Time Wednesday, Nov 20 10:00AM - 11:00AM Location Daytona 1-2 Audience Technical Level Advanced (7+ years),All levels,Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Christie Hardy-Perez Deltek Amy Champigny Deltek Tech Titans: Optimally Deploying and Configuring Costpoint Vasiliy Lachinov, Deltek show more Description In this technical session attendees will learn about advanced deployment options for the Costpoint family of products. We will discuss: * Clustering and more complex deployment options * New Configuration Features * Best practices when configuring product Session Type Best Practice Time Wednesday, Nov 20 10:00AM - 11:00AM Location Emerald 6 Audience Technical Level Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Vasiliy Lachinov Deltek The Magic of AP Approvals in Vantagepoint and Vision Jessica Daniele, Stambaugh Ness; Pamela Conlon, Foresite Group; Ron Mertes, Foresite Group, Inc. show more Description During this session, attendees will see the Magic of AP Approvals! Eliminate the need to have paper AP invoices floating around the office and improve the timeliness of AP invoice entry. •Review Approval Workflow options •Learn how to setup an approval workflow •Best practices for approval processes Session Type Customer Success Story Time Wednesday, Nov 20 10:00AM - 11:00AM Location Sun 3-4 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Jessica Daniele Stambaugh Ness Pamela Conlon Foresite Group Ron Mertes Foresite Group, Inc. True Life: Deltek Costpoint Planning and Your Organization’s FP&A Process Kelsey Jones, Baker Tilly; Christopher Burke, Baker Tilly show more Description We will use this session to highlight Costpoint Planning implementation approaches, challenges and successes. We’ll cover Project, New Business, Resource and Organization Budgeting and some of the ways companies are leveraging these tools instead of Excel to fulfill their budgeting and planning requirements. The audience will leave with real-life examples of: * How implementing the Costpoint Planning functionality has improved * A view of a standardized and streamlined clients’ FP&A process Session Type Best Practice Time Wednesday, Nov 20 10:00AM - 11:00AM Location Tampa 3 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Kelsey Jones Baker Tilly Christopher Burke Baker Tilly Understanding Other Transaction Authority (OTA) and How to Track OTAs in GovWin IQ Steven Mihalisko, Deltek show more Description GovWin IQ now provides clear visibility into Other Transaction Authority (OTA) spending and contract data. Spending attributed to the OTA market, which is not subject to Federal Acquisition Regulations (FAR), has risen steadily in recent years and innovative companies are seeking easily accessible, reliable data to track the associated transactions. Learn how agencies are using OTAs and how you can leverage GovWin IQ to: » Size and understand the market for OTA agreements accurately and quickly » Use GovWin’s Federal Spending Analytics to identify future buyers and partners within this high-profile procurement area » Identify which OTA activity is going through consortia or consortium management firms Session Type Product Overview Time Wednesday, Nov 20 10:00AM - 11:00AM Location Emerald 5 Audience Technical Level Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Steven Mihalisko Deltek Using PM Compass to Facilitate Monthly Processes Roupenn Sayadian, BDO USA show more Description PMC facilitates processes being executed on a monthly basis. This session will explore implementation best practices with a focus on the below: - Key considerations during Workflow configuration - Tips for configuring effective reports & dashboards - How PM Compass integrates with other PPM tools Session Type Best Practice Time Wednesday, Nov 20 10:00AM - 11:00AM Location Emerald 4 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Roupenn Sayadian BDO USA Vantangepoint Xtend Web Services Alexander Ng, Deltek show more Description Step-by-step instructions on how to write a WCF Service (web service), publish it and attach it to Vantagepoint to extend the data validation of Timesheets, Expense Reports, Item Requests, Purchase Orders, Purchase Requisitions, Request for Price Quotes, Transaction Entry, and Transaction Posting Session Type Tips & Tricks Time Wednesday, Nov 20 10:00AM - 11:00AM Location Sun 5-6 Audience Technical Level Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Alexander Ng Deltek What You May Not Know About Costpoint Planning and Should Lawrence Eaton, Deltek; Lynda Porter, Deltek show more Description How do I use Planning most effectively? We'll show you how to maximize the tools available to you and ensure you are getting the most out of Costpoint's Planning module. Attend this session to learn about our newer functions, such as: - How to use burden rate templates - How to create a budget from an EAC - How to allow EAC creation prior to period close - How to import Project Budgets/EACs from Excel - Project Budget/EAC Mass Utilities Session Type Tips & Tricks Time Wednesday, Nov 20 10:00AM - 11:00AM Location Gainesville 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Lawrence Eaton Deltek Lynda Porter Deltek What's new at DCMA, DECM and Beyond... Carlos Fagundo, Defense Contract Management Agency show more Description Latest and greatest on what is going on at DCMA, current work and glimpse into the future. - Updates from the latest CCB - Version 3.3 of the DCMA EVMS Compliance Metrics (DECM) - What's next for DECM Session Type Industry Trend Time Wednesday, Nov 20 10:00AM - 11:00AM Location Emerald 1 Audience Technical Level All levels CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Carlos Fagundo Defense Contract Management Agency What's New?  What's Next?   Find out What the Future Holds for Costpoint Procurement, Materials and Manufacturing Glenn Brownmiller, Deltek show more Description What’s 8.0 all about?  We've got the buzz on the new features in procurement and manufacturing.  Got a request?  Come share your enhancement ideas with us. In this session we will review: * Released features in Costpoint 7.1.1 * Upcoming features in Costpoint 8.0 * Your requests for the future releases of Costpoint Session Type Product Overview Time Wednesday, Nov 20 10:00AM - 11:00AM Location Tampa 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Glenn Brownmiller Deltek
11:10am A Deep Dive into Organizational Budgeting for Advanced Users Lynda Porter, Deltek; Lawrence Eaton, Deltek show more Description So, you've entered a baseline organization budget. What happens next? We'll walk you through advanced functionality and best practices to expand your knowledge of organizational budgeting. After attending this session you will: * Understand the Annual Operating Plan (AOP) budgeting cycle * Understand how to forecast forward looking indirect rates and what to do if they are not what you want or what you are expecting * Understand and learn how to create outlooks * Understand Budget Groups and how they are used in the system Session Type Best Practice Time Wednesday, Nov 20 11:10AM - 12:10PM Location Osceola 5-6 Audience Technical Level Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Lynda Porter Deltek Lawrence Eaton Deltek Automation Using Cobra API Gordon Marsh, General Dynamics Mission Systems, Inc. show more Description Demonstration on how to use the Cobra API (Application Programming Interface) in conjunction with Visual Basic for Automation to transfer ownership of Cobra items when assignments change With a press of a button, ownership of Cobra items can be transferred from one person to another Session Type Tips & Tricks Time Wednesday, Nov 20 11:10AM - 12:10PM Location Emerald 1 Audience Technical Level Advanced (7+ years) CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Gordon Marsh General Dynamics Mission Systems, Inc. Bring Clarity to Your KPIs with Deltek Ajera Megan Miller, Deltek; Morrigan Smith, Deltek show more Description A&E firms have a lot of data, but what are you doing to glean actionable insight from your data? During this session, attendees will get an overview of they Key Performance Indicators from the Deltek Clarity Architecture & Engineering Study that can drive your business to success. Attendees will also see how you can best track and manage your firm's metrics with Ajera to give greater visibility into KPIs and improve your results. Session Type Tips & Tricks Time Wednesday, Nov 20 11:10AM - 12:10PM Location Sanibel 1 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Megan Miller Deltek Morrigan Smith Deltek Costpoint and Content Services: HEPACO’s Formula for Digital Transformation Christopher Zurn, Hyland Software; Colman Lalka, Hyland show more Description Learn how integrating Costpoint with content services helped HEPACO transform accounting by: · Automating requisitions, invoice processing, and billing · Connecting disparate IT systems to improve data management · Improving mobile access for users · Providing visibility into project billing Session Type Customer Success Story Time Wednesday, Nov 20 11:10AM - 12:10PM Location Sarasota 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Christopher Zurn Hyland Software Colman Lalka Hyland Costpoint Approval Workflows: Eliminating Manual Inefficiencies Michael Ulmer-Goodrich, Redhorse Corporation show more Description Looking to streamline? Need a better and more consistent approval process? Want to save time and money? Come learn about the Approval Workflow in Costpoint. You'll learn how to: * Incorporate multiple application screens into a single Workflow * Approve Workflow via email * Delegate Workflow to others * And more Session Type Product Overview Time Wednesday, Nov 20 11:10AM - 12:10PM Location Osceola 1-2 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years),Advanced (7+ years),All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Michael Ulmer-Goodrich Redhorse Corporation Costpoint with MS SQL Server Database Scott Wilburn, Deltek; Stephen Sisak, Deltek show more Description In this session, attendees will receive technical information to better manage the Costpoint environment with an MS Sqlserver database. You will learn: *Memory, CPU and IOPS * Key configuration settings for better performance * DOP * Technical information on monitoring tools * Recommendations with virtualization Session Type Tips & Tricks Time Wednesday, Nov 20 11:10AM - 12:10PM Location Emerald 6 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Scott Wilburn Deltek Stephen Sisak Deltek Creating Executive Dashboards in Vantagepoint Ellen Keeley, Deltek show more Description Delivering timely, customized information at an executive level is vital to running your business. Come to this session to take a deeper dive into Vantagepoint Dashboards and learn how to take advantage of the functionality here to inform your executive team. This session will expand on the introduction session and look at the functionality of the bases available, tips and tricks on slicing the same information in different ways to highlight trends over time as well as leveraging the power of calculated fields to add information not readily available on bases. Session Type Product Overview Time Wednesday, Nov 20 11:10AM - 12:10PM Location Sun C Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Ellen Keeley Deltek Customizing Ajera Client Invoice Formats – A Deep Dive Christopher Lewis, The M Group Architects show more Description In this session, you’ll build on your invoice format customization skills. Primary focus will be a deep dive into various formulas and where/how to use them. We’ll also look at some deeper level controls and identify concerns when copy/pasting certain items between templates. Session Type Tips & Tricks Time Wednesday, Nov 20 11:10AM - 12:10PM Location Miami 1 Audience Technical Level Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Christopher Lewis The M Group Architects Data Modeling-How to Create Effective Data Models to Support your Dashboards and Reports Wenkai Wang, Deltek; Justin Sommer, Deltek show more Description The new data module feature in the CER 7.2 series is a simple, web-based way of creating data models to support the specific reports and dashboards for your organization. Learn how this new module: * Will significantly reduce or even eliminate your need to use Framework Manager for data modeling * Can help you create data models for specific reports Session Type Tips & Tricks Time Wednesday, Nov 20 11:10AM - 12:10PM Location Naples 3 Audience Technical Level Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Wenkai Wang Deltek Justin Sommer Deltek DECM Metrics in Open Plan Lori Wojciechowski, Intra Management Solutions show more Description Metrics are an important part in assessing the quality of your schedules. Learn the ins and outs of creating an EVAS/DDM Metrcs View in Open Plan. Session Type Tips & Tricks Time Wednesday, Nov 20 11:10AM - 12:10PM Location Emerald 4 Audience Technical Level Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Lori Wojciechowski Intra Management Solutions Drive Continuous Improvement with Modern Performance Management Practices David Lee, Deltek show more Description Join Deltek’s Dave Lee for a deep dive into how Deltek Talent Management can drive and support the modern performance management practices that will drive continuous improvement within your business. Make sure that your teams learn from each and every project and have the opportunity to apply new skills, competencies, and lessons learned with each new assignment. Effective continuous feedback and goal-based performance management will quickly and easily drive consistency, employee development, and engagement in your organization. This modern approach holds substantial value for all businesses and can be a key strategy for project-based businesses with employees rotating on and off projects. Session Type Best Practice Time Wednesday, Nov 20 11:10AM - 12:10PM Location Daytona 1-2 Audience Technical Level Advanced (7+ years),All levels,Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers David Lee Deltek Electronic Invoicing and the Impact on Cash Flow Ron Noden, EleVia Software; Dawn Dostie, TRC Companies, Inc. show more Description Discover how the latest version of EleVia Software Electronic Invoicing (EI) improves your workflow and cash flow! - Hear a real life success story from TRC - See Electronic Invoicing in action - Learn how to drive improvement using facts and KPIs - Identify inefficiencies and learn new techniques Session Type Customer Success Story Time Wednesday, Nov 20 11:10AM - 12:10PM Location Tallahasse 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Ron Noden EleVia Software Dawn Dostie TRC Companies, Inc. Fixed Assets/GFE - No Problem! Natalie Scicluna, Deltek show more Description Come and see how Costpoint Fixed Assets helps track all types of property, including company-owned capital assets, non-capitalized company expenditures, contractor-acquired government property and/or government-furnished property. After this session you'll be able to: * Easily implement fixed assets * Setup and track different property types Session Type Product Overview Time Wednesday, Nov 20 11:10AM - 12:10PM Location Gainesville 1-2 Audience Technical Level Beginner (1-2 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Natalie Scicluna Deltek How Foth Leveraged Vision and partner FMIS to Turbo Charge Procurement Teresa Raffel, Foth show more Description Foth's engineering business evolved beyond traditional consulting. It required robust procurement functionality to handle the many 3rd party suppliers needed to deliver our Turnkey/Design/Build projects. Vision/FMIS integrated PTP solution provided project transparency, control & major savings. Session Type Customer Success Story Time Wednesday, Nov 20 11:10AM - 12:10PM Location Sun 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Teresa Raffel Foth In Search of Credibility? How Our Small Business Uses GovWin IQ to Win SLED Contracts Ron Zayas, 360Civc show more Description Are you ready to win more government contracts? To do so you need rock solid credibility! Hear from a heritage Onvia power user who heads a company that today successfully utilizes GovWin IQ to bid the contracts his company has the best chance of winning. The audience will learn how to: • Jumpstart your government business with GovWin IQ’s pre-RFP opportunity intelligence • Prep references before you send an RFP response and how to revise your presentation to focus on credibility • Where to look in GovWin to identify strategic government contacts Session Type Tips & Tricks Time Wednesday, Nov 20 11:10AM - 12:10PM Location Emerald 5 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Ron Zayas 360Civc Integrating PIM into a Complete Project Management Strategy (Customer Success Story) Michael Bowman, CDG Engineers and Associates; Summer Tidwell, CDG Engineers and Associates, Inc. show more Description In this session, learn why CDG selected PIM to manage their project information and compliment a complete overhaul of their project management strategy. Attendees will learn: *Overview of project management process changes & reasons *How PIM fits into project management strategy *PIM/Vision integration Session Type Customer Success Story Time Wednesday, Nov 20 11:10AM - 12:10PM Location Sanibel 2-3 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Michael Bowman CDG Engineers and Associates Summer Tidwell CDG Engineers and Associates, Inc. Maconomy Customer Advisory Council Daniel DiStefano, Deltek; Richard Doyle, The Imagination Group Ltd show more Description Join the Maconomy product management team and customers as they showcase how to best leverage the product and all it has to offer. Session Type Best Practice Time Wednesday, Nov 20 11:10AM - 12:10PM Location Emerald 8 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Daniel DiStefano Deltek Richard Doyle The Imagination Group Ltd Navigating the Complexity of VAR’s Using PM Compass Robert Webster, Prime Project Management show more Description This session will provide a thorough look at VARs in PM Compass and detail how to: Set up PM Compass to capture narrative at different levels and thresholds Use automation to make the VAR process more efficient Incorporate reports and dashboards Apply these same concepts to other processes Session Type Tips & Tricks Time Wednesday, Nov 20 11:10AM - 12:10PM Location Emerald 2 Audience Technical Level All levels CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Robert Webster Prime Project Management Optimizing Costpoint Materials and Manufacturing To Meet Your Needs Debra White, Kinetek Consulting show more Description Let's discuss ways to optimize Costpoint's Materials and Manufacturing Modules to meet both your financial and operation requirements. * Do you understand your options for inventory projects? * Are you controlling unexpected costs? * Are materials on time? Session Type Best Practice Time Wednesday, Nov 20 11:10AM - 12:10PM Location Tampa 1-2 Audience Technical Level Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Debra White Kinetek Consulting Pool Management and Reconciliation Tips and Facts Andrew Unwin, Deltek show more Description Costpoint is the premier system for rate computation and management. Understanding the importance of reconciling indirect rate applications between the Project Ledger, the General Ledger and Indirect Cost Pools on a monthly basis is a key requirement for government contractors. Join us as we discuss: * Managing the indirect rate structure * How to reconcile indirect rates to ensure appropriate allocation and rate application Session Type Best Practice Time Wednesday, Nov 20 11:10AM - 12:10PM Location Osceola 3-4 Audience Technical Level Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Andrew Unwin Deltek Preparing for Deltek Vantagepoint CRM Teresa Bever, Deltek; Lindsay Diven, Full Sail Partners show more Description We will explore the CRM-specific changes coming with Vantagepoint and explain how to prepare. Topics include clients, contacts, and the convergence of opportunities and projects. Attendees will learn about: •CRM changes in Vantagepoint •Preparation before upgrade •Post-upgrade tasks related to CRM Session Type Best Practice Time Wednesday, Nov 20 11:10AM - 12:10PM Location Sun B Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Teresa Bever Deltek Lindsay Diven Full Sail Partners Preparing Your Vantagepoint Migration - Ready, Set, Vantagepoint! Margaret Browning, Walker Consultants show more Description In this session, attendees will receive detailed information about how to best prepare to migrate Vision to Vantagepoint. Attendees will learn: - How to cleanup their current database - Some key differences between the databases - How to prepare employees - Company-wide roll-out and training tips Session Type Customer Success Story Time Wednesday, Nov 20 11:10AM - 12:10PM Location Sun D Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Margaret Browning Walker Consultants Project Acceleration: Why, When, How. Tom Polen, Deltek show more Description This session features Acumen 360, a staple of the Deltek Acumen Suite. Learn when to accelerate a project, leverage Acumen in the process, and how to communicate the acceleration scenarios to the team. This session features the new Acumen 360 Executive Briefing Report. Session Type Best Practice Time Wednesday, Nov 20 11:10AM - 12:10PM Location Emerald 3 Audience Technical Level All levels CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Tom Polen Deltek Reduce Time & Expense Errors and Delays Melissa Garner, Stambaugh Ness show more Description Discover the magic spells that will improve timesheet/expense report accuracy and timely submission. * Review timesheet and expense report options * Tips & Tricks to improve accuracy * Approval options and best practices Session Type Best Practice Time Wednesday, Nov 20 11:10AM - 12:10PM Location Miami 2-3 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Melissa Garner Stambaugh Ness Subcontract Purchase Orders - Preparation, Maintenance, & Troubleshooting Bryan Hall, Genesis Engineering Solutions, Inc. show more Description Learn how to create and use subcontract purchase orders to prevent overages and track budgets. Learning Objectives: * Create a simple Subcontract PO (w/ Labor & ODCs) * Process subcontractor milestone invoice through PO * Use various report methods to track budgets * Address and prevent common problems Session Type Tips & Tricks Time Wednesday, Nov 20 11:10AM - 12:10PM Location Tampa 3 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Bryan Hall Genesis Engineering Solutions, Inc. Tech Titans: SAML and Biometric Authentication with Costpoint 7 Dmitri Tyles, Deltek show more Description In this session, attendees will learn about latest Costpoint enhancements in the area of security and authentication with a specific focus on SAML and FIDO/biometric authentication. After this session, you will be ready to discuss within your business: * If/how your company should be using SAML for Costpoint or Time & Expense * If/how some users should be allowed or required to use FIDO or biometric authentication * How SAML, FIDO, and other authentication methods can be combined and used from different types of devices - laptops, tablets, phones. Session Type Tips & Tricks Time Wednesday, Nov 20 11:10AM - 12:10PM Location Destin 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Dmitri Tyles Deltek The Next Generation of Specification Management: A Glimpse Into the Future Gilles Letourneau, Deltek show more Description Your company’s #1 asset is your people, but many businesses struggle to capture the collective knowledge and expertise to deliver better projects and design better buildings. As the industry evolves toward a more designer-led specification process, how can your company capture the expertise of retiring spec writers or veteran designers and build on past project success? In this session, you’ll learn about Deltek’s next generation Firm Knowledge Management platform for the AEC industry. This session will help you understand what firm knowledge management is, how to leverage an integrated process to transfer best practices and expertise and how the next generation of Deltek’s specification management solutions will help you deliver better projects. Session Type Product Overview Time Wednesday, Nov 20 11:10AM - 12:10PM Location Emerald 7 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Gilles Letourneau Deltek Thinking Out Cloud Brent Johnson, Deltek show more Description Are you worried your growing firm doesn't have the resources to maintain an on-premise solution? Are you considering moving to the cloud? Wondering how you can make your migration to Vantagepoint a bit easier? Come to this session and see all that Deltek's cloud-based offering of Vision/Vantagepoint has to offer. You will leave this session with an understanding of the advantages your business can reap by moving to the cloud, answers to the "why cloud" question, what it would take to move your Vision/Vantagepoint instance to the cloud, the specifics of the Vision/Vantagepoint cloud offering and how a cloud move could ease your upgrade to Vantagepoint. You'll learn what taking Vantagpoint to the cloud can do for you. Session Type Product Overview Time Wednesday, Nov 20 11:10AM - 12:10PM Location Sun 3-4 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Brent Johnson Deltek Top 10 Labor-Induced Headaches Solved! Larissa Simkovich, Baker Tilly; Susan Eggleston, Baker Tilly show more Description Addressing how Costpoint can help to mitigate the top 10 risks associated with labor accounting and timekeeping. Learning Objectives: • Understand the options to compliantly account for labor • Learn the system best practices of how to accommodate the choices your company makes to account for labor Session Type Best Practice Time Wednesday, Nov 20 11:10AM - 12:10PM Location Naples 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Larissa Simkovich Baker Tilly Susan Eggleston Baker Tilly Understanding the Service Contract Act Bicknell Robbins, CBIZ Government Contracting Practice show more Description How to deliver and administer employee benefit programs that fall under the Service Contract Act. Attendees will learn the following: Understand the unique benefit needs of government contractors. Learn to identify those employees who are subject to area wage determinations and fringe benefits Session Type Best Practice Time Wednesday, Nov 20 11:10AM - 12:10PM Location Sarasota 3 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Bicknell Robbins CBIZ Government Contracting Practice Underutilized is Underwhelming - From the Mind of a Millennial Hanna Naquin, SEMS, Inc. show more Description Insight from millennial in the industry as as it pertains to company wide changes, focused on Deltek Vision. How we increased productivity! Objectives: 1. Thought process of millennial employees 2. Evaluating Ideas - not all good, not all bad 3. Implementing through the communication struggle Session Type Best Practice Time Wednesday, Nov 20 11:10AM - 12:10PM Location Sun 5-6 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Hanna Naquin SEMS, Inc. Welcome to the Projects Hub in Vantagepoint Dawn Gajewski, Deltek show more Description Projects are at the core of your business and with Vantagepoint, Deltek has streamlined the project lifecycle and improved processes to make it easier to deliver projects. Come to this session to learn about the exciting changes we have made to the projects hub supporting the project lifecycle and bringing what you need closer together and at your fingertips. The Vantagepoint projects hub is your command center for powering project success. Session Type Product Overview Time Wednesday, Nov 20 11:10AM - 12:10PM Location Sun A Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Dawn Gajewski Deltek
2:10pm Amazon Web Services Success Story: Find Customers Ripe for Innovation in ½ the Time in GovWin IQ John MacKinnon, Amazon Web Services; Daniel Firrincili, Deltek show more Description If you want to sell your solutions faster than your competition, let this chalk talk on Smart Tags show you how to maximize opportunities like Amazon does -- by working from the customer backwards. AWS uses Smart Tags, an automated classification schema within GovWin, to capture more relevant results on page one and reduce unwanted noise. Amazon will present how it leveraged GovWin IQ in a recent campaign, overcoming “do nothing” as an option. Quickly learn how to do the following: • Build a repeatable public sector planning model leveraging GovWin IQ Smart Tags • More efficiently identify opportunities for your solutions - in our case, hot “Cloud” procurement priorities, including artificial intelligence, machine learning, and big data BEFORE your competitors • Think like an “Amazonian” to work backwards, showcase innovation, and get ahead of your government customers’ needs Session Type Best Practice Time Wednesday, Nov 20 2:10PM - 3:10PM Location Emerald 5 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers John MacKinnon Amazon Web Services Daniel Firrincili Deltek Ch-Ch-Changes: Time to face the change Susan Eggleston, Baker Tilly; Elaine Browne, Baker Tilly show more Description Need to make a change to a field you were always told not to change? Learn what changes you should be vigilant making in Deltek Costpoint, and the proper methods in making those changes. • Learn what fields in Costpoint drive system functionality • Learn how to change those fields in the proper process Session Type Tips & Tricks Time Wednesday, Nov 20 2:10PM - 3:10PM Location Emerald 7 Audience Technical Level Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Susan Eggleston Baker Tilly Elaine Browne Baker Tilly Contract Management: Make it your Strategic Advantage not your Achilles Heel Rachelle Jackson, Baker Tilly; Jamie Sybert, Baker Tilly show more Description Is your contracts management process cumbersome? Costpoint Contract Management can provide you a leg up on the competition by: • Quickly analyzing new opportunity data • Providing management with decision-making information • Reporting at the project-level aligned with Federal expectations Session Type Best Practice Time Wednesday, Nov 20 2:10PM - 3:10PM Location Osceola 5-6 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Rachelle Jackson Baker Tilly Jamie Sybert Baker Tilly Create Winning Proposals with Vantagepoint Teresa Bever, Deltek show more Description Create beautiful, winning proposals with the new proposal builder in Vantagepoint. See how Deltek has revolutionized the proposal process with an intuitive, drag & drop interface that will simply delight proposal coordinators. Session Type Product Overview Time Wednesday, Nov 20 2:10PM - 3:10PM Location Miami 2-3 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Teresa Bever Deltek Creating Custom Reports for Vantagepoint and Vision Michael Dobler, Deltek show more Description This session will show you how you can create your own reports in Vantagepoint that use the same features as our built-in reports. Session Type Product Overview Time Wednesday, Nov 20 2:10PM - 3:10PM Location Sun A Audience Technical Level Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Michael Dobler Deltek DCMA Tech Solutions and the DECM Metrics Anthony Presley, DCMA show more Description This session will give an overview of software tools DCMA uses for data analysis using the DECM process including a walk through of several metrics and how different tools are utilized. • Understand what tools DCMA uses • How DCMA uses direct tool outputs • Tips for submitting data to DCMA Session Type Industry Trend Time Wednesday, Nov 20 2:10PM - 3:10PM Location Emerald 1 Audience Technical Level All levels CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Anthony Presley DCMA Deltek Costpoint: Expense Processing Efficiencies Julia Litvinenko, Applied Visual Technology show more Description Attendees will hear about our experience transitioning to Deltek Costpoint. We'll share: * Data input for expense report processing (batch expenses/VBA tool) * Our tenfold increased efficiency of expense report processing by the accounting department * Tips on how to prepare for Deltek transition Session Type Customer Success Story Time Wednesday, Nov 20 2:10PM - 3:10PM Location Sarasota 1-2 Audience Technical Level Beginner (1-2 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Julia Litvinenko Applied Visual Technology Design Process: Manage Your Project More Effectively with Deltek PIM Philip Shaw, Deltek; Emma France, Deltek show more Description From winning a new design project through construction administration, designers are in constant communication with a variety of stakeholders: fellow employees, design partners and subconsultants, owner/client, stakeholders, end users, and even contractors. How do you make heads or tails of all that information? How do you keep everyone on the same page? How do you ensure accuracy and heighten true collaboration? Enter Deltek Project Information Management (PIM). Learn how Deltek PIM can help you more effectively and efficiently manage your process to allow you to spend more time doing what matters most. Session Type Best Practice Time Wednesday, Nov 20 2:10PM - 3:10PM Location Sanibel 2-3 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Philip Shaw Deltek Emma France Deltek Designing and Creating Information-Rich Interactive Dashboards in Costpoint Business Intelligence CER 7.2.3 Anya Nixon, Deltek show more Description The new Dashboard capabilities in CER bring interactive analytics to the CER experience. In this session you will learn: * Best practices on when to use a report vs. a dashboard * How to leverage navigation and drill thru to reports from a dashboard to enhance the user experience and limit the number of individual reports you have to create Session Type Tips & Tricks Time Wednesday, Nov 20 2:10PM - 3:10PM Location Naples 3 Audience Technical Level Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Anya Nixon Deltek Development Plans: Core of Deltek Talent Management, Central to Employee Success David Lee, Deltek; Amy Champigny, Deltek show more Description Did you know that development plans come with any module of Talent Management? No matter where you are in your HR digitalization journey, you should be leveraging development plans to drive employee engagement and growth forward. Join Deltek's Amy Champigny and Dave Lee to learn why development plans should form the heart of your human capital management strategy and how Talent Management can help. Session Type Best Practice Time Wednesday, Nov 20 2:10PM - 3:10PM Location Daytona 1-2 Audience Technical Level Advanced (7+ years),All levels,Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers David Lee Deltek Amy Champigny Deltek Eliminate Your Costing Spreadsheets, Integrate With Cobra and Win More Work! Justin Ludlow, InEight Inc. show more Description Spreadsheets can be error prone. Better collaboration, security, access to historical pricing, manpower management and more are available at your fingertips. Come learn how 30 years of InEight Costing and Estimating solutions can save you time and money, giving you more confidence in your proposal.