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Monday, November 18
3:00pm Opening General Session show more Description Kick off Insight 2019 with an update from President & CEO Mike Corkery, plus see the presentation of the 2019 Deltek MVP Awards. Applications for the MVP Awards are open through September 2. Visit https://www.travelhq.com/events/insight2019/#/home#mvpAwards to learn more and how you can submit. 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)
6:40pm 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 Innovation, Technology & Projects Natasha Engan, Deltek 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 employee and customer base. Discussion topics to be covered include technology, innovation, projects, diversity of teams and being inclusive in the workforce. Session sponsored by Women@Deltek Session Type Industry Trend Time Tuesday, Nov 19 7:00AM - 8:30AM 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
8:30am Tuesday General Session show more Description General Session 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 Gainesville 1-2 Audience Technical Level All levels Speakers Mehul Desai Premier Consulting and Integration Advanced Planning and Scheduling to Maximize Production Peter Cox, Dynafact Software, Inc.; Zac Jackson, Yulista Manufacturing 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 Emerald 6 Audience Technical Level All levels Speakers Peter Cox Dynafact Software, Inc. Zac Jackson Yulista Manufacturing 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 Gregory Luczyk, 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 Gregory Luczyk Deltek Back to the Future! What to Expect from DCAA's New Accounting System Audits Vincent Perez, BAH; Joe 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 Destin 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Vincent Perez BAH Joe McCaffrey Baker Tilly Best Practices in Change Management Before, During and After Your Deltek Implementation Nicholas 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 Osceola 5-6 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 Nicholas 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 Sarasota 1-2 Audience Technical Level All levels 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 Tampa 3 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 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 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 Dan DiStefano, Deltek; Chris 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 Dan DiStefano Deltek Chris 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 Naples 1-2 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) Speakers Martin McGann PCI PPM Kickoff Jason Kinder, Deltek 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 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 Tampa 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 Naples 3 Audience Technical Level Intermediate (3-6 years),Advanced (7+ years) Speakers Linda Riesenman Aronson LLC What Upper Management must know and understand to avoid GOVCON problems & JAIL Ed Muldrow, Iuvo Systems Inc.; Laura Glass, 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 Osceola 1-2 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years),Advanced (7+ years),All levels Speakers Ed Muldrow Iuvo Systems Inc. Laura Glass 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; Marc Holliday, Deltek; Tony D'Ambrisi, Deltek; Heather Lark, Deltek; Michael Ulmer-Goodrich, Redhorse Corporation; Jerry Capute, Northrop Grumman 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 Marc Holliday Deltek Tony D'Ambrisi Deltek Heather Lark Deltek Michael Ulmer-Goodrich Redhorse Corporation Jerry Capute Northrop Grumman 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, RPS Group Plc. 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 RPS Group Plc. 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 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 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 Mike 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 Mike 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 Nick 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 Nick Nieder Deltek Dean Moss Deltek Rob Baker Deltek
2:10pm A 360 Degree Look at Costpoint Project Management: 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 the new Customer Relationship Management Solution (CRM) 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, 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 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 LLC 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 Speakers Barbara Bill Infotek Consulting, LLC Rafael Perez Infotek Consulting LLC Costpoint Business Intelligence: Upgrading from CER 7.1 to CER 7.2.3 Rick Miller, Deltek; Kevin 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 Rick Miller Deltek Kevin 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 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; Phil 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 Phil Brownmiller Deltek 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 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 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 Jack 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 Jack Newton Deltek Preparing for Growth with Deltek PIM: What's the ROI? (Customer Success Story) Bernie 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 Bernie 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; Nick 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 Nick 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 Speakers Jami Benson Lexell Blue, LLC Kelly Nighland Lexell Blue, LLC The Future of Costpoint Cloud Solutions Anh Ngo, Deltek; Tony 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 Tony 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? Dan 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 Dan DiStefano Deltek 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; Sandra Burch, RMF Engineering; Nate Brown, Stambaugh Ness show more Description Take a magical journey to show how RMF utilized workflows, UDFs to automate the project setup & billing process. •Discover how project managers create projects •Review automation workflows that create billing terms •Reveal how their new project setup process integrates with automated billing processes 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 Sandra Burch RMF Engineering 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 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 Steve Sisak, Deltek; Scott Wilburn, Deltek show more Description In this session, attendees will receive a technical understanding for managing their Costpoint environment for these topics: * System Resources (CPU, Memory, I/O, etc.) * Virtualization * Average Utilization vs Peak Usage * Performance and Troubleshooting Tools 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 Steve 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 Deltek and The AIA: Enhancing the Practice and Business of Architecture Michael Heinsdorf, Deltek show more Description Deltek is proud to have a strategic partnership with The American Institute of Architects (AIA). - Hear how Deltek forged the AIA relationship and became the exclusive developer of MasterSpec - How it’s a win-win for all connected to the AEC industry - Tips for navigating professional associations Session Type Product Overview Time Tuesday, Nov 19 3:20PM - 4:20PM Location Emerald 7 Audience Technical Level All levels Speakers Michael Heinsdorf Deltek 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 Melissa Coffey, 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 Melissa Coffey 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 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 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 Resource Planning in Costpoint 8.0 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 (Niki) 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 (Niki) 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 Ed Zanaty, Deltek; Rob Baker, Deltek; Nick 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 Ed Zanaty Deltek Rob Baker Deltek Nick Nieder Deltek Structures in Costpoint Kimberly Meagher, Deltek; Chris 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 Chris 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 Tony 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 Tony 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, 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 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 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 Andy 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 form 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 Andy 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 Mike 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 Mike 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; Mike 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 Mike Eaton Deltek Janet O'Brien Deltek Insider Tips to Successfully Prepare for TE 10 Jennifer Kirschbaum, Telligen 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 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 Greg 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 Greg Kozy Deltek Manage Project Progress with Planning & Resource Alerts and Reporting 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 Modernizing Firm Communication with Deltek PIM (Customer Success Story) Timothy Morgan, JJCA; Ian Matthew, Valcoustics Canada Ltd. 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 Ian Matthew Valcoustics Canada Ltd. 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 Heather McAllister, McCallie Associates, Inc.; Andrea Young, Deltek 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 Heather McAllister McCallie Associates, Inc. Andrea Young Deltek 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 Quick Turnaround Proposal: Using Vision for Effective Proposal Development Leeann Deslauriers, Quantum Spatial, Inc. show more Description In this session, attendees will learn how to reduce their content and time to respond effectively to quick turnaround opportunities. You will learn • Vision content management best practices • Case study on a successful three-day turnaround proposal • Templates for SLED & Fed opps based on typical RFPs 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 Leeann Deslauriers Quantum Spatial, Inc. The Small Business Growth Trajectory with Costpoint Chris 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 Chris Radeschi Deltek Vision Billing Tips & Tricks Janelle Leroux, Simpson Gumpertz Heger Inc. 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. 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
Wednesday, November 20
8:30am Wednesday General Session show more Description General Session 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? Rick 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 3 Audience Technical Level Beginner (1-2 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Rick 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 Maximize ROI with Workflows Robert Johansen, 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 Robert Johansen 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; 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 Samantha Lippett Deltek Making the Financial Professional More Productive with New Enhancements in Costpoint Accounting Martha Manning, Deltek; Kara Harrod, 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 Kara Harrod 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 Naples 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, Inc.; 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: • What are the advantages & disadvantages of migrating the ERP to the cloud? • What was the timeline for moving to the cloud? • What are the differences in performance being on the cloud vs. on-premises? • What did the project plan look like? • How did you resource the project (internal staff, consultants, etc.) • What were the financial costs? • What was the change management process? • What is the ideal timing to do this? • What technical issues were experienced? • What were the lessons learned/things you would do differently next time? • What has performance and support been like since the migration? Session Type Customer Success Story Time Wednesday, Nov 20 10:00AM - 11:00AM Location Gainesville 1-2 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, Inc. 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 Change 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 Nick 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 Nick Nieder Deltek Emma France Deltek Run a more profitable and client-centric Agency with Deltek Agency Solutions Rene Praestholm, Deltek; Nish Patel, 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) Speakers Rene Praestholm Deltek Nish Patel 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 Destin 1-2 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; Pam Conlon, Foresite Group, Inc.; 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 Pam Conlon Foresite Group, Inc. Ron Mertes Foresite Group, Inc. 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 Project Management and Should Mike Eaton, Deltek; Lynda Porter, Deltek show more Description How do I use Project Management 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 Emerald 6 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Mike 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 Phil 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 3 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Phil Brownmiller Deltek
11:10am A Deep Dive into Organizational Budgeting for Advanced Users Lynda Porter, Deltek; Mike 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 Mike 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 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 MSSQL Database Scott Wilburn, Deltek; Steve Sisak, Deltek show more Description In this session, attendees will receive technical information to better manage the Costpoint environment with an MSSQL databse. You will learn: * Key configuration settings for better performance * 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 Steve 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 Kevin 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 Kevin Wang Deltek Justin Sommer Deltek 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 EVAS/DDM 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 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) Brad Bowman, CDG Engineers and Associates; Summer Tidwell, CDG Engineers and Associates 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 Brad Bowman CDG Engineers and Associates Summer Tidwell CDG Engineers and Associates Maconomy Customer Advisory Council Dan DiStefano, Deltek 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 Dan DiStefano Deltek 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) Speakers Debra White Kinetek Consulting Pool Management and Reconciliation Tips and Facts Gregory Luczyk, 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 Gregory Luczyk 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 CR 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 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 Understanding the Service Contract Act Gary Leavitt, 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 Gary Leavitt 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 Acumen Forensics to Accelerate Claim Resolution Gary DeWulf, AECOM show more Description The powerful Forensics tool within the Acumen Suite can be leveraged to reduce the costs of performing claim analysis, advocating for owner rights, validating compliance with contract vehicles, and expediting conflict resolution. Session Type Best Practice Time Wednesday, Nov 20 2:10PM - 3:10PM Location Emerald 3 Audience Technical Level Beginner (1-2 years) Speakers Gary DeWulf AECOM Amazon Web Services Success Story: Find Customers Ripe for Innovation in ½ the Time in GovWin IQ John MacKinnon, Amazon Web Services 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 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 Tallahasse 1-2 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 Phil 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 Phil Shaw Deltek Emma France Deltek Designing and Creating Information-Rich Interactive Dashboards in Costpoint Business Intelligence CER 7.2.3 Anya (Niki) 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 (Niki) Nixon Deltek Development Plans: Core of Deltek Talent Management, Central to Employee Success David Lee, 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 Eliminate Your Costing Spreadsheets, Integrate With Cobra and Win More Work! Kelly Brayton, InEight 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. Session Type Product Overview Time Wednesday, Nov 20 2:10PM - 3:10PM Location Emerald 2 Audience Technical Level All levels Speakers Kelly Brayton InEight Get Ready for Vantagepoint: Vision to Vantagepoint Brent Johnson, Deltek show more Description Vantagepoint has accelerated the Vision product into a next chapter of technology, usability and efficiency. Vantagepoint will continue to meet the needs of Vision using organizations in new, more powerful and more streamlined ways. As a result, you will want to get your company ready to upgrade from Vision to Vantagepoint. Come to this session to learn about the logistical side of the upgrade, learn about the current timelines and hear about all the things you will want to understand and do to prepare for your upgrade. Vantagepoint is an exciting evolution of the Vision product and this session will help to prepare you for your upgrade. Session Type Best Practice Time Wednesday, Nov 20 2:10PM - 3:10PM Location Sun B Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Brent Johnson Deltek Get the Most Out of Your Master Service Agreements Nichole Davis, Hoyle, Tanner and Associates, Inc. show more Description Establishing a MSA Custom Info Center to track all contract tasks, established contract limit & real time assignment values is instrumental in managing a contract. Attendees will learn to: * Create a custom info center * Create calculated fields * Link project records to custom info center Session Type Customer Success Story Time Wednesday, Nov 20 2:10PM - 3:10PM Location Sun 3-4 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Nichole Davis Hoyle, Tanner and Associates, Inc. How Costpoint Cloud Solutions Help Protect Your Data Chris Knight, Deltek; Roger Simmons, Deltek show more Description Attend this session to get the inside scoop on the current threat landscape and Deltek’s approach to implementing a security posture, as well as best practices for the cloud products. You will learn about: * The current threat landscape * Security implementation in all layers of the service * Deltek's approach to addressing a security posture in the cloud products Session Type Best Practice Time Wednesday, Nov 20 2:10PM - 3:10PM Location Destin 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Chris Knight Deltek Roger Simmons Deltek How to Merge a $2B+ Company in Less than Seven Months Virginia Rice, SAIC; Kelly Nighland, Lexell Blue, LLC; Jami Benson, Lexell Blue, LLC; Lisa Lynch, SAIC show more Description In this session, attendees will learn key factors to consider and methods to use when integrating a large acquisition, including the following: * Requirements to support go-forward and retro billing * Issues to consider for revenue recognition * Successful conversion methodologies * Lessons learned Session Type Customer Success Story Time Wednesday, Nov 20 2:10PM - 3:10PM Location Gainesville 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Virginia Rice SAIC Kelly Nighland Lexell Blue, LLC Jami Benson Lexell Blue, LLC Lisa Lynch SAIC Internal Testing Approach of Deltek’s Integrated Tool Suite Ted Hibsman, Leidos show more Description This session discusses Leidos' approach to testing new software releases for the Deltek PPM integrated tool suite. The evolution of the EVtool suite has led to an evolution of the testing approach to verify the readiness of new software releases for deployment into the pilot production environment. Session Type Best Practice Time Wednesday, Nov 20 2:10PM - 3:10PM Location Emerald 4 Audience Technical Level Intermediate (3-6 years) CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Ted Hibsman Leidos Invoice Approval Implementation Michael Held, V3 Companies show more Description V3 transitioned from an offline process using Excel files containing Unbilled Details to a process including a User Defined Info Center and the Invoice Approval / Interactive Approals info center. Session Type Customer Success Story Time Wednesday, Nov 20 2:10PM - 3:10PM Location Sun A Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Michael Held V3 Companies Leveraging Widgets for Project Reporting Amanda De Jong, Deltek; Irene Dragoo, Deltek show more Description Learn tips and tricks for leveraging Ajera’s widget reporting for Project Management and Firm Management in this session. Two widgets covered in this course will be available to download at Insight (Insight exclusive!). Session Type Tips & Tricks Time Wednesday, Nov 20 2:10PM - 3:10PM Location Miami 1 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Amanda De Jong Deltek Irene Dragoo Deltek Maconomy Tips & Tricks Kristoffer Mahrt, Deltek show more Description Are you taking advantage of all that the Maconomy has to offer? Join us for this 1-hour Tips and Tricks session and learn how to get the most out of Workspace Client, iAccess and Touch. Session Type Tips & Tricks Time Wednesday, Nov 20 2:10PM - 3:10PM Location Emerald 8 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Kristoffer Mahrt Deltek Not Sure About those Project Utilities? Tired of General Ledger to Project Ledger Reconciliation Challenges? Kimberly Meagher, Deltek; Larry Mosher, Deltek show more Description What’s up with those Miscellaneous Utilities in the Projects module? Did you know that the toolkits could be used to copy your pool setups, reconcile your project ledger and update the accounting periods in all your stored reports? Businesses of all sizes will benefit by learning how to optimize these Costpoint capabilities. By the conclusion of this session, you will be able to: * Find and correct setup problems with your pools or projects * Save time with reconciliation * Know when the reconciliation should be completed, and by whom * Know the components to successfully reconcile accounts and what to do if they don't tie Session Type Tips & Tricks Time Wednesday, Nov 20 2:10PM - 3:10PM Location Osceola 3-4 Audience Technical Level Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Kimberly Meagher Deltek Larry Mosher Deltek Project Account Groups, Sales Group Abbrevs and Inventory Abbrevs Gary Brenning, Deltek show more Description Attend this session to learn how to make account holding tools play together correctly. Do you struggle assigning correct accounts in PAGs, Sales Group Abbrevs and Inventory Abbrevs? Does this cause reconciliation headaches? * This session will give you some tips and tricks on how to use these tools effectively * This session will provide training in setting up up PAGs, Inventory and Sales Group Abbrevs properly Session Type Tips & Tricks Time Wednesday, Nov 20 2:10PM - 3:10PM Location Emerald 6 Audience Technical Level Intermediate (3-6 years),Advanced (7+ years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Gary Brenning Deltek Project Manager Reporting with Costpoint Justin Sommer, Deltek show more Description Join this session to understand how to leverage Costpoint Business Intelligence (CER) dashboards and story boards for your Project Managers. In this session, we will cover: -Setup a monthly review package for Project Managers (PMs) to use to analyze how their projects are doing -Comparing current EAC with prior EACs for changes -Learn how to push reports to PMs for daily analysis of pending charges Session Type Best Practice Time Wednesday, Nov 20 2:10PM - 3:10PM Location Tampa 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Justin Sommer Deltek Setting Up and Using Multi-Company in Ajera Deirdre Larkin, Etegent Technologies Ltd. show more Description When one company decided to spin off one of their divisions, they began by looking into the multi-company function in Ajera. With the help of a Deltek consultant, they began the process of setting up a new company. This session will look at best practices for setting up the multi-company in Ajera. Session Type Customer Success Story Time Wednesday, Nov 20 2:10PM - 3:10PM Location Sanibel 1 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Deirdre Larkin Etegent Technologies Ltd. Simplifying Your Project Planning Process Barbara Bunting, Stambaugh Ness show more Description This session will help you take a step back & review how you are using Resource Planning • Best practices for simplifying your project planning process • Ideas & options for Resource Planning configuration & security • Leveraging screen designer, global reports/searches & role-based dashboards Session Type Best Practice Time Wednesday, Nov 20 2:10PM - 3:10PM Location Sun C Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Barbara Bunting Stambaugh Ness Successfully Implementing the Inter-Company Work Order (IWO) Module in Costpoint Caroline Bivens, Dynetics, Inc.; Dana Delduco, Dynetics Technical Solutions show more Description Join us for this session as we share: * An overview of the process * General setup requirements, such as expense mappings, project requirements, and transfer locations * How to set up an IWO project * How to send and receive allocation transfers * How to avoid potential problems during implementation Session Type Tips & Tricks Time Wednesday, Nov 20 2:10PM - 3:10PM Location Osceola 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Caroline Bivens Dynetics, Inc. Dana Delduco Dynetics Technical Solutions Tackle FAR Compliance with Customized Expense Mappings Dixie Lyght, Mead and Hunt; Melissa Nielsen, Mead and Hunt show more Description FAR compliance drives the need for specific rules and regulations for contracting with the federal government. Get an overview of FAR as it affects procedures and audits - especially in the area of expense reporting. Join Mead & Hunt as we describe how we developed our chart of accounts to accommodate the FAR regulations and reporting. Hear how processes can be improved and simplified, as well as some best practices for reporting and monitoring expenses to comply with FAR. Session Type Customer Success Story Time Wednesday, Nov 20 2:10PM - 3:10PM Location Sun 1-2 Audience Technical Level Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Dixie Lyght Mead and Hunt Melissa Nielsen Mead and Hunt The Next Generation of Shop Floor Time Cherise Smith, Deltek; Roopa Kansagra, Deltek show more Description Come see the new capabilities in Shop Floor Time 2.0! More reasons to upgrade or choose SFT as your timekeeping system of choice. * Edit Schedules directly from the Current Situation form * Enhanced Leave integration between CP and SFT * Functionality to prevent users from clocking on to a project and a work order simultaneously Session Type Product Overview Time Wednesday, Nov 20 2:10PM - 3:10PM Location Tampa 3 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Cherise Smith Deltek Roopa Kansagra Deltek Unbilled Accounts Receivable - An Asset or a Risk? Clarissa Van Leuven, Phacil, Inc. show more Description Attendees of this session will learn: * What is Unbilled A/R * What entries in Costpoint comprise the GL Balance; how it should be cleared; reconciling monthly; why you should or should not carry a balance; positive/negative factors Session Type Best Practice Time Wednesday, Nov 20 2:10PM - 3:10PM Location Naples 1-2 Audience Technical Level Beginner (1-2 years),Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Clarissa Van Leuven Phacil, Inc. VPM Deep Dive: Create a Winning Opportunities Dashboard Rachel Beil, RTI Health Solutions show more Description In this session, attendees will see a custom VPM dashboard that’s used by one company's Business Development and Strategic Management teams. You will learn: * An overview of this dashboard * Tips and tricks for creating reports and dashboards * How this dashboard has helped their organization Session Type Tips & Tricks Time Wednesday, Nov 20 2:10PM - 3:10PM Location Sun D Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Rachel Beil RTI Health Solutions What?... You Want to Track Volunteer Time But Not Charge Time to a Project? Kari Mead, Bartlett and West, Inc. show more Description Session attendees will be able to answer the question….How can I track volunteer hours, but not charge time? You will learn: • Steps to create a unit tracking program with no labor hours or costs to a project --from set-up to reports • Key tips to make using units easier • Other examples and uses Session Type Customer Success Story Time Wednesday, Nov 20 2:10PM - 3:10PM Location Sun 5-6 Audience Technical Level Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Kari Mead Bartlett and West, Inc.
3:20pm An approach to role based training with PM Compass Scott Krieger, Northrop Grumman show more Description This session will focus on the approach of how NGC conducted role-focused training for project team members while implementing PM Compass. You will learn: •Hands on approach to focused role based training •Specific user roles & tailored training practices •Coordinating training across large Corp. Session Type Customer Success Story Time Wednesday, Nov 20 3:20PM - 4:20PM Location Emerald 2 Audience Technical Level All levels CE Credit Type: NASBA,PDU CE Credit Value: 1 hour each Speakers Scott Krieger Northrop Grumman Best Practices for Cloud Migration Success Chris Snipes, CyberCore Technologies, LLC show more Description In this session, attendees will hear the success story of the speaker's conversion from Costpoint on premises to Costpoint in the Deltek Cloud. Attend this session to learn about: * Pre-planning your migration * Transferring your current databases * Converting your Costpoint Business Intelligence CER reports * Switch-over * Testing and promoting your environment Session Type Customer Success Story Time Wednesday, Nov 20 3:20PM - 4:20PM Location Destin 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Chris Snipes CyberCore Technologies, LLC Best Practices for Indirect Rate Design, Configuration and Optimization Aaron Raddock, BDO USA, LLP show more Description Attendees will learn: * The basics of indirect rate design for compliance with FAR Part 31 and CAS * ... coupled with Costpoint implementation techniques and additional considerations for optimizing indirect rates during the contract life-cycle and/or in the context of M&A or restructuring efforts. Session Type Best Practice Time Wednesday, Nov 20 3:20PM - 4:20PM Location Osceola 1-2 Audience Technical Level All levels Speakers Aaron Raddock BDO USA, LLP Content Management Integration (CMI) and Approval Workflows Set Up Kalli Saland, Magellan Federal/AFSC show more Description Attend this session where we will detail the technical set up of CMI with Sharepoint and the creation of Approval Workflows for Accounts Payable Voucher Approval, Vendor Approval and Billing Approval. Additionally, we will cover: * CMI set up of content types and links in tasks and inquiries * Approval Workflow setup in sequential and/or parallel activities Session Type Tips & Tricks Time Wednesday, Nov 20 3:20PM - 4:20PM Location Osceola 5-6 Audience Technical Level Intermediate (3-6 years) CE Credit Type: NASBA CE Credit Value: 1 Speakers Kalli Saland Magellan Federal/AFSC Costpoint Business Intelligence Roadmap Rick Miller, Deltek show more Description Hear about our plans for future business intelligence capabilities including Artificial Intelligence and Data Exploration capabilities. * With these new features you will be able to take a diagnostic approach to understanding why something happened and discover the key business drivers that will impact future outcomes * Also see the new digital assistant where you can ask questions directly of the data and receive valuable insights and on-the-fly charts and tables to answer your questions Session Type Product Overview Time Wednesday, Nov 20 3:20PM - 4:20PM Location Naples 1-2 Audience Technical Level All levels CE Credit Type: NASBA CE Credit Value: 1 Speakers Rick Miller Deltek Costpoint Extensibility Use Cases and Best Practices Tom Kaminski, Deltek show more Description Attend this session for a basic overview of Costpoint Extensibility. In this session we will: * Show examples of extensions that Consulting Services has built * Discuss ways to build extensions to reduce risk and maintenance Session Type Best Practice Time Wednesday, Nov 20 3:20PM - 4:20PM Location Gainesville 1-2 Audience Technical Level