50+ sessions to learn, exchange, get inspired.

Salesforce Platform Demystified - The Practical Guide for Business Leaders and Non-Techies

Kevin Roberts, Director of Platform Technology
FinancialForce
Track: Thought Leader

Businesses are racing to meet rising customer expectations while finding new revenue models in shifting market conditions. Meanwhile IT teams are tasked to find the latest technologies in cloud services, mobility and machine learning to help meet these challenges.

There’s a big opportunity here for business leaders, working together with IT, to make a huge impact in their companies. But all too often cloud adoption projects fail due to poor strategy and a lack of common understanding between those responsible for business strategy and those providing the tools to support the business.

This session, aimed at business leaders and department heads with a non-technical background, provides a solid practical foundation of the core capabilities of the Salesforce Platform. Learn not only the key capabilities available to any application you choose to run on Salesforce but also the fundamental business benefits these capabilities can provide. Armed with this knowledge you’ll quickly be working side by side with IT to help your business survive and thrive in the new services economy.

Getting the Most out of the FinancialForce Community

Nick Emmett, Community Manager
FinancialForce
Track: Thought Leader

Uncover new ways you can collaborate for YOUR success. Exchange ideas and share tips with other users; track your support cases; get the jump on our latest releases with training and documentation; tell us what new features you want to see – just a few of the many benefits of participating in the FinancialForce Customer Community.

Driving Change Through Your FinancialForce Project: The Case for Lean Implementation

Jonathan Contre, Project Manager
FinancialForce
Track: Thought Leader

Years of research has proven the organizations that combine their IT infrastructure investments with targeted process improvements get faster ROI, greater user adoption, and more improved customer satisfaction. But how does a growing company with many priorities make time to work ON the business and not just IN the business? This session provides a step by step lean approach to align your Cloud IT project to provide real measurable results both with internal users and external customers.

Navigating the Reporting Trails with Analytics & Einstein

Machell Enke, Managing Partner
Jocelyn Fennewald, Managing Partner
OpMentors
Tracks: Thought Leader, Financial Management

The Salesforce Platform offers advanced analytics that can often be seen as a wide open wilderness. Attend this session and the trail guides will help you navigate your path through the vastness of analytics within FinancialForce. See all that is possible and use real world applications of the analytics to take your reporting to the next level. Also, Einstein will make an appearance to help you understand the advanced analytics that is possible with such a powerful AI tool. This session is open to all skill levels.

Expert Tips and Tricks: Panel Discussion with Hewlett Packard Enterprise, Amazon Web Services, and Red Hat

Curtis Gold, Planning and Innovation
HPE
Kathlyn Williams, Product Owner – PSA
RedHat
Tracks: Thought Leader, Professional Services Automation

In the new services economy where IT is more and more distributed, maximizing your vendor relationships has never been more critical. Come learn from industry leaders such as RedHat, Amazon Web Services (AWS) and HP Enterprise the methods and tactics they use to get the most from their key vendors. Attendees of this session will learn the strategies used by industry leaders to maximize the value of their IT investments and have the chance to ask their own questions.

Reporting 101 - Tips and Tricks to Maximize for your Business

Matthew Byrne, Pre-Sales Technical Solution Specialist
FinancialForce
Track: Financial Management

Learn about new reporting functionality as well as tips and tricks for each of the FinancialForce Reporting Tools. Some highlights: Statutory Reports within FinancialForce Reporting, Transaction Queries within Action views and Data export and refresh within Excel using XL Plus. Take away real world applications of how to maximize these reports for your business.

Get Inside the Budgeting Function: FinancialForce Accounting

Matthew Byrne, Pre-Sales Technical Solution Specialist
FinancialForce
Track: Financial Management

Want to master the budgets? Get an inside look at the objects available for budget entry, ‘Budgets and Balances’ and ‘Reporting Balances’. We’ll review the difference between these objects, how they work, why they exist and which you should use. Also learn how to load, revise, and even forecast budgets within the system.

FM Customer Showcase & Panel: Learn, share, exchange best practices for using FM (Vencomatic, Outdoor Industry Assc, Milrose Consultants)

David Krauss, Solution Evangelist – FFA
FinancialForce
Track: Financial Management

What best practices are your peers using to lower DSO, increase margins, reduce errors and generally operate their finance functions more efficiently? Attendees of this session will learn from a panel of innovative customers in a range of industries how to sustainably improve financial processes using FinancialForce.

A Vertical Approach: Solving specific customer needs in high tech, tech manufacturing and healthcare

Patrick Cherniawski, Vice President
Icon
Camil Bourbeau, Vice President
Nubik
Ray Hensler, Senior Consultant
CLD Partners
Brent Hensley, Director of Partner Marketing
FinancialForce
Track: Financial Management, Professional Services Automation

Join an expert panel of FinancialForce Implementation partners (Icon, Nubik and CLD Partners) as they share stories and best practices from customer implementations they have done in industries where FinancialForce thrives: tech/SaaS, tech manufacturing and healthcare. Learn the latest trends in these three verticals and how FinancialForce solutions are helping solve the specific needs of customers in them.

Artificial Intelligence and the Future of Finance

Joe Thomas, Solution Evangelist – Analytics
FinancialForce
Track: Financial Management

Usage of AI technology is one of the ways high performing finance teams separate from lesser performing peers. Attendees of this session will obtain insights and best practices for the sustainable use of AI within the finance department. Specific findings around AI from our 2018 State of Finance research will be presented.

Financial Management Reporting & Analytics Deep Dive

Paul Ripley, Director, Business Intelligence
FinancialForce
Track: Financial Management

Get all the details on the latest reporting for our Financial Management suite and how to maximize the data for your business!

Finance in the Age of Limitless Business: Panel Discussion with 3 CFOs

Ronny Kerr, Lead Researcher
FinancialForce
Track: Financial Management

How has finance evolved in the everything-as-a-service economy? In this lively chat, we’ll discuss new research with leading CFOs and finance directors to hear their perspectives on customer-centricity, revenue recognition, artificial intelligence (AI), and more.

Agile Billing for Unlimited Business Models

Heidi Minzner, Director, Product Management
Richa Dubey, Product Strategy Director
FinancialForce
Track: Financial Management

Learn how your company can capitalize on the new revenue opportunities in today’s service economy. See how FinancialForce can manage complex billing models in one closed loop process.

Opportunity to Renewal: Maximizing the value of Salesforce CPQ with FinancialForce

Heidi Minzner, Director, Product Management
Richa Dubey, Product Strategy Director
FinancialForce
Track: Financial Management

Today’s businesses are evolving and the need to support multiple revenue streams from opportunity to renewal is becoming more complex. Learn how FinancialForce Billing Central and Salesforce CPQ have come together to ensure this complex process is streamlined, helping you adhere to revenue recognition rules, power growth and maximize margins.

Hands-On Workshop: Building Einstein Financial Reports That Will Amaze

Matt Byrne, Pre-Sales Technical Solution Specialist
Paul Ripley, Director, Business Intelligence
FinancialForce
Track: Financial Management

Learn about Einstein Analytics from the very basic concepts to the most advanced techniques: all which can be used to provide your users with comprehensive Business Insights. We’ll also cover how to use the financial statements and PSA Analytics apps delivered in our most recent releases and how you can build your own solution using the Einstein Analytics platform.

Hands-On Workshop: Focus on Maximizing Self-Service Billing Portals with Financial Management Community

Michelle Scott, Product Instructor
FinancialForce
Track: Financial Management

In this session, we will introduce you to Financial Management Community— the self-service portal where your clients can manage their own billing, e.g. access sales invoices, credit notes and cash (directly from Billing Central or FFA), along with other account communications you share. It also lays the foundation for the possible evolution and use of electronic payments. We’ll also explore the User Management Tool, which helps you set up the desired level of access for your FM Community members.

Accounting Class: Closing the Books Just Got Easier!

Steve Ferranti, Workflow Product Manager
Thembi Butler, Practice Manager, Professional Services
FinancialForce
Track: Financial Management

Join our session to learn about the new features that help expedite the close process, including tips and tricks to make you sail smoothly through closing your books.

How Can the Platform Supercharge Your Financial Productivity? Here's How.

Chris Osborne, Product Strategy Manager, Financial Management
Steve Ferranti, Workflow Product Manager
FinancialForce
Track: Financial Management

Gain efficiencies and productivity in daily tasks by leveraging the capabilities of the Salesforce platform. Apply “clicks not code” functionality to enhance standard FinancialForce processes and super-charge your daily tasks.

Financial Management Roadmap: Get a Close Up on the Exciting Things to Come!

Raphy Bres, Vice President, Product Management
Jessica Treadwell, Product Strategy Manager, Financial Management
FinancialForce
Track: Financial Management

See what’s coming next in Financial Management. The product team will share exciting details about our latest releases, our product roadmap, and where new investments are being made.

Make FinancialForce ERP Magic with Flow!

Nana Gregg, VP | Sr. Salesforce Administrator
JLL
Track: Financial Management

Take your FinancialForce implementation to the next level with Salesforce Visual Flow and automate your way to success. One of the biggest benefits of FinancialForce is that it is built on top of the Salesforce Platform and amazing things happen when you combine Salesforce CRM with FinancialForce ERP!

Automate processes, loop through records, create and delete records, send notifications and chatter posts, transform data, perform complex rollups and more with Salesforce Visual Flow without any code at all!

This session will feature a live demonstration of Flow, with an overview of key concepts and tools. We’ll build flows live to show you how it all works and provide you with ideas and takeaways that will help you become a Flow Master!

Creating Unified Services Ecosystem

Bryan Miller, Director, Business Operations
Bluewater Learning
Tracks: Financial Management, Revenue Recognition, Professional Services Automation

Today, the options for pre-built applications which solve legitimate business challenges are endless. But when those solutions are not centrally integrated, the ability to drive your strategic business objectives becomes challenging. Learn how Bluewater Learning laid the groundwork for a successfully integrated Salesforce and FinancialForce-based ecosystem that can be scaled and maintained with minimal staff. We’ll dive into specifics on how our system is built, governed, and maintained by PSA, Accounting, and Rev Rec keeping us agile as our business constantly evolves.

Bring Your External HR System to Life in PSA and Financials

Rebecca Heyman, Product Strategy Director
Chloe Stephenson, Scrum Product Owner, HCM
FinancialForce
Track: Financial Management, Professional Services Automation, Human Capital Management

Did you know that connecting HR and payroll information to Services Automation (PSA) and financial journals is now possible with FinancialForce? Join us to learn how your organization benefits from packaged integrations that provide parity with our current HCM + PSA offering, plus an endpoint for payroll vendors, with ADP and other systems. See how to send employee data to PSA, time off information to assignments & timecards, and payroll journals from ADP Workforce Now and more. This session will also cover configuration options, setup, and an end-to-end demonstration of: the Worker to Resource integration, Time Off to Assignment, and how to send payroll data to your FinancialForce journals in just one click.

Revenue Recognition Success: Customers Reveal How They Made the Transition to ASC 606 Seamless

Jocasta Perry, Product Manager
Richa Dubey, Product Strategy Director
FinancialForce
Track: Financial Management, Revenue Recognition

Learn how FinancialForce Revenue Recognition is uniquely addressing the new ASC 606, IFRS 15 standards. Hear from FinancialForce customers on what they have done, are doing, and plan to do to comply with the 2018 deadline.

PSA, Rec Rev, and Billing: One Seamless Solution

Richa Dubey, Product Strategy Director
Laura Oppenhimer, Product Strategy Manager, PSA
FinancialForce
Track: Financial Management, Revenue Recognition, Professional Services Automation

In this session, learn how consulting and professional services firms can use FinancialForce Billing and Revenue Management to fully automate billing and revenue recognition for complex consulting engagements. See how the out of the box integration to FinancialForce PSA, aggregates billing data in real time for accurate and fast billing. We will also cover how FinancialForce Revenue Management automates revenue recognition from simple time card submissions to complex milestones.

Inventory Reporting 101: Get Visibility Across the Entire Order to Fulfillment Process

Vishal Karingada, Practice Manager, Professional Services
Tatia Giraud, Solution Architect
FinancialForce
Track: Financial Management, Supply Chain Management

Get hands on with the all the latest FinancialForce reporting tools and how they can help you simplify the order and inventory management process for both goods and services. Understand the full inventory lifecycle and how to maximize your data.

Understand Your True Gross Margin!

Krista Ladd, Managing Partner
Ladd Partners
R.J. Smith, VP of Finance
Venture Technologies
Track: Supply Chain Management

If you have a SCM and FinancialForce Accounting you may have issues calculating your true gross margin by Account, by Sales Order, or by sales person. With a few triggers and some FFA Sub-Analysis Mapping you can find this holy grail! Learn how you to quickly report on transactions across all sources, tie PPV back to the PO and SO, and track Inventory Perpetual COGS transactions to an Account. Then slice and dice the information any way you want using Salesforce Reporting.

R.J. Smith from Venture Technologies will join Krista Ladd from Ladd Partners to demonstrate how to set-up this solution, including a live demo, and various report examples.

How to Get More Involved with Product and See Your Dollars at Work (NPI)

Mark Hallett, IS Manager
Sciemetric Instruments, Inc.
Vivienne Garvey, New Product Introduction and Release Manager
Steve Ferranti, Workflow Product Manager
FinancialForce
Track: Revenue Recognition, Supply Chain Management, Human Capital Management, Professional Services Automation

Learn how to get the most out of your investment with FinancialForce. Join our new product introduction process to learn about upcoming product releases early. Also includes hands on learning and the ability to provide feedback prior to release.

Sharing Success: Salesforce's FinancialForce Automation Story

Rosalind Litchfield, VP, IT Applications
Elizabeth Bell, VP, Global Delivery Excellence
Salesforce
Track: Professional Services Automation

Salesforce has experienced significant scale and transformation in the last decade. Learn how we’re harnessing the power of FinancialForce and the Salesforce platform to run business in the cloud and evolve in an ever dynamic market. We will share our journey, successes, and strategic vision ahead, with a focus on Salesforce Cloud IT and how we are driving to consistent business processes and complete automation. We look forward to engaging in conversation!

PSA Innovator Spotlight: How Marketo, Okta, Liquidhub and Guidewire Adapt to Market Shifts (PSA)

John Johnson, Sr. Customer Success Manager – Enterprise
FinancialForce
Track: Professional Services Automation

In today’s dynamic business landscape, complacency can be the downfall of even the best organizations. This is especially true in the ever-changing services industry. Join this open discussion with services industry leaders on how they are able to spot the curveballs the market throws and make swift adjustments using the foresight and adaptability delivered by FinancialForce PSA. Focus areas to include: organic growth, mergers and acquisitions, transitioning to new methodologies, and more in this learning and listening customer panel.

Learn what is new in Spring '18 (PSA)

Kyle Wilkinson, Solution Engineer
FinancialForce
Track: Professional Services Automation

With the Spring ’18 release of FF PSA, many exciting new features were added. Attendees of this session will get experience with new features such as enhancements to the Planners, Services Forecasting and Resource Requests/Assignments. Attendees will also experience tips and tricks for PSA in Lightning, and a glimpse into some of our new and extended APIs.

Differentiation Through PSA and Earned Value Management

Scott Miller, Operations Manager
EASi
Track: Professional Services Automation

EASi has been a leader in Engineering services for over 35 years. A critical facet of maintaining an industry edge is adapting to what the customer needs. EASi will share their story on using FinancialForce PSA to provide customer value through capturing Earned Value Management (EVM) metrics. These metrics are leveraged to validate and understand both resource and project performance against the baselined schedule and task estimates. These are essential to understanding when projects will hit critical milestones, how they will fair in respect to project costs, and how we can pivot to improve the project overall.

EASi has established an industry differentiation through their enablement of EVM and real-time data visibility with dynamic PSA dashboards and Tableau analytics. To learn more about the how, why, and wow, join us for this session.

Scaling in Services: Increasing Your Presence Without Stretching Your Team

Jaclyn Todd, Resource Allocation Manager
DXC
Track: Professional Services Automation

Experiencing hyper-growth can be either exciting or terrifying depending on the team behind the wheel and the vehicle on the road. The systems you leverage and the processes you create during this stage will determine how successful your organization can be throughout this pivotal period. FinancialForce PSA leverages the flexibility of the cloud and the power of the platform to ensure that our application enables growth without limits.

Join Jackie Todd, Manager of Operations and Resourcing at Fruition Partners (a DXC Company) as she outlines her experiences with PSA in times of hyper-growth. Jackie has key experience from all angles of organizational change and will leverage her viewpoints from time spent in a smaller and hyper-successful boutique services firm to an industry giant. We will discuss lessons learned, successes championed, and how to keep your eye on the road as a contributor in any organization of any size.

Optimizing Your Partner Relationship

Robert Falardeau, Business and Vendor Relationship Manager
HPE
Track: Professional Services Automation

What is your approach to Vendor Management? Do you limit yourself to making sure they are meeting their contractual obligations? Are your key vendors part of your team? At HPE, we have come up with an approach that may open your eyes to the potential of true partnering. This includes how to develop relationships in this age of conference calls. How to set objectives that motivate both the customer and the vendor. How to influence your vendors in order to reduce the cost of customization. Take this opportunity to gain a fresh perspective on Vendor Management.

Powerful Forecasting at Your Fingertips

Rich Tolocka, VP, Technology Operations
Phase2 Technology
Track: Professional Services Automation

Generating an integrated forecast, reflecting both pipeline revenue (sales) and booked revenue (projects) is one the most valuable aspects of a PSA solution. In this session, we’ll cover the basics of Backlog, train on Enhanced Forecasting, and then highlight a few custom additions that could take your Forecasting solution over the top. Get insight on how to establish a basic capability in Forecasting using our PSA, as well as advanced techniques combining both standard FinancialForce functionality and customization.

One Beginner to Another: A Journey from Disparate to Standardized Data

Paul Robinson, Director, Professional Services
Blackbaud
Kenna Schuman, Manager, Information Management
Blackbaud
Track: Professional Services Automation

There is an old Buddhist saying, “If you want to know your past, look into your present conditions. If you want to know your future, look into your present actions”. The way to accomplish this is through information. Focusing in on what the data of the past and present conditions is telling us should inform the strategic decisions we make that shape the future.

For those thinking about or just beginning your exploration of FinancialForce PSA, as a FinancialForce customer (Blackbaud) I would like to share our experience moving from disparate data sets to standardized reports and dashboards; from resource forecasting and availability band-aids to templates and processes. We’re creating a new culture where data is king and FinancialForce PSA is leveraged to provide visibility into portfolio health, trends, successes, and other areas to strategically grow our business. We’ll share our planned next steps and have the experts at FinancialForce available to share how to get even more out of your data.

Electrify Your PSA with Lightning!

Marshall King, SVP, IT Solutions
JLL
Track: Professional Services Automation

This session is intended for declarative (click not code) admins who want to take their FinancialForce PSA application to the next level with Salesforce Lightning.

Optimize the Lightning experience by designing with your Users in mind. Develop Lightning Apps and Pages that reflect the needs and day-to-day functions of your User Personas to highlight the information and tools they need to be productive. Provide an unprecedented view into your customers with Lightning Dashboards and Components.

Learn how JLL migrated a 300+ User Org to Lightning in 60 Days. We’ll walk through the learning, planning, design and deployment of Lightning for our users and provide insight into some of the technical challenges identified during the roll out.

The session will include a live demonstration of how easy it is to configure Lightning Pages and provide you with next steps to get started on your own Lightning rollout.

Hands-On Workshop: Explore the Bold New Enhancements in Revenue Forecasting for PSA [Spring '18]

Peter Robson, Practice Manager, Professional Services
Tim Cairo, Product Instructor, Professional Services
FinancialForce
Track: Professional Services Automation

Dive deep and explore the latest revenue forecasting features in the Spring 18 PSA release, including:

  • How to generate information to create forecasts
  • How to successfully interpret forecast information
  • How to report on your forecast results, using action views

A limited number of attendees will have the opportunity to work with a demo organization for the hands-on practice with the functionality.

Best Practices in Services Delivered Revenue Forecasting

Laura Oppenhimer, Product Strategy Manager, PSA
FinancialForce
Track: Professional Services Automation

Improve your Services Delivered Revenue Forecasting and drive a more predictable business: Hear best practices from other PSA customers, look at the key capabilities delivered since last year and learn future plans for the PSA services forecasting vision.

PSA Roadmap: Get a Close Up on the Exciting Things to Come

Lori Ellsworth, Vice President, Product Management
Laura Oppenhimer, Product Strategy Manager, PSA
FinancialForce
Track: Professional Services Automation

See what’s coming next in Services Automation. The product team will share exciting details about our latest releases, our product roadmap, and where new investments are being made.

Einstein In Action: Preview PSA Summer '18

Austin Rohr, Product Strategy Manager, PSA
FinancialForce
Track: Professional Services Automation

Get all the details on the latest reporting for PSA and how to maximize the data for your business!

FinancialForce PSA Value Check: How to Maximize Value and ROI from Your PSA

Keith Drab, Solution Design Consultant
FinancialForce
Track: Professional Services Automation

This session is intended for existing clients of FinancialForce PSA who wish to learn more about the value to their business and our approach for the FinancialForce PSA Value Check Engagement. The FinancialForce PSA Health Check is a service that is offered to existing PSA clients post implementation. The Value Check is led by a FinancialForce implementation consultant with a goal of reviewing the current usage of the solution from a business process and functional perspective and to recommend strategies on how to improve the value and return on investment of the PSA solution. Please join us to learn more about how the FinancialForce PSA Value Check can bring your use of the PSA tool to a new level of maturity and return on investment.

Best Practices and Pitfalls to Avoid from Over 1,000 Implementations

Austin Rohr, Product Strategy Manager, PSA
FinancialForce
Track: Professional Services Automation

In his 15 years of consulting expertise, Austin has owned optimizing solution delivery to clients across the globe, as well as driving professional services performance and predictability. As FinancialForce’s PSA Evangelist, has brought that expertise into our PSA product line and our customers. Learn how to optimize your business and get the most out of your PSA. Topics include: increasing utilization, “right people, right jobs”, tracking KPIs, master customer record, mobile time and expense entry, capacity planning, and more.

PSA: Helping Your Customers with Project Closure

Peter Robson, Practice Manager, Professional Services
FinancialForce
Track: Professional Services Automation

There are many steps to perform once a customer has gone live. We’ll review what it means to close a project in PSA, some of the best practices for closing projects, other activities to consider when closing projects, and the implications of closing projects too early.

FinancialForce PSA + ADP HCM: Taking Your Project Profitability to the Next Level

Tim Wright, Senior Director Product Management
ADP
Rebecca Heyman, Product Strategy Director
FinancialForce
Track: Professional Services Automation, Human Capital Management

Learn how connecting PSA with the ADP Workforce Now HCM solution can take that value even higher, letting you seamlessly collaborate with HR to manage team members to staff your projects quickly and accurately.

You will see:

  • A complete overview of the ADP Workforce Now HCM solution
  • How FinancialForce PSA and ADP Workforce Now integrate and connect key “people data” with the right projects
  • How to dynamically optimize your resources with greater efficiency and predictability by connecting these two solutions
  • Register now and start bringing your people and project data together for bigger profits!

Salesforce Platform Demystified - The Practical Guide for Business Leaders and Non-Techies

Kevin Roberts, Director of Platform Technology
FinancialForce
Track: Thought Leader

Businesses are racing to meet rising customer expectations while finding new revenue models in shifting market conditions. Meanwhile IT teams are tasked to find the latest technologies in cloud services, mobility and machine learning to help meet these challenges.

There’s a big opportunity here for business leaders, working together with IT, to make a huge impact in their companies. But all too often cloud adoption projects fail due to poor strategy and a lack of common understanding between those responsible for business strategy and those providing the tools to support the business.

This session, aimed at business leaders and department heads with a non-technical background, provides a solid practical foundation of the core capabilities of the Salesforce Platform. Learn not only the key capabilities available to any application you choose to run on Salesforce but also the fundamental business benefits these capabilities can provide. Armed with this knowledge you’ll quickly be working side by side with IT to help your business survive and thrive in the new services economy.

Getting the Most out of the FinancialForce Community

Nick Emmett, Community Manager
FinancialForce
Track: Thought Leader

Uncover new ways you can collaborate for YOUR success. Exchange ideas and share tips with other users; track your support cases; get the jump on our latest releases with training and documentation; tell us what new features you want to see – just a few of the many benefits of participating in the FinancialForce Customer Community.

Driving Change Through Your FinancialForce Project: The Case for Lean Implementation

Jonathan Contre, Project Manager
FinancialForce
Track: Thought Leader

Years of research has proven the organizations that combine their IT infrastructure investments with targeted process improvements get faster ROI, greater user adoption, and more improved customer satisfaction. But how does a growing company with many priorities make time to work ON the business and not just IN the business? This session provides a step by step lean approach to align your Cloud IT project to provide real measurable results both with internal users and external customers.

Navigating the Reporting Trails with Analytics & Einstein

Machell Enke, Managing Partner
Jocelyn Fennewald, Managing Partner
OpMentors
Tracks: Thought Leader, Financial Management

The Salesforce Platform offers advanced analytics that can often be seen as a wide open wilderness. Attend this session and the trail guides will help you navigate your path through the vastness of analytics within FinancialForce. See all that is possible and use real world applications of the analytics to take your reporting to the next level. Also, Einstein will make an appearance to help you understand the advanced analytics that is possible with such a powerful AI tool. This session is open to all skill levels.

Expert Tips and Tricks: Panel Discussion with Hewlett Packard Enterprise, Amazon Web Services, and Red Hat

Curtis Gold, Planning and Innovation
HPE
Kathlyn Williams, Product Owner – PSA
RedHat
Tracks: Thought Leader, Professional Services Automation

In the new services economy where IT is more and more distributed, maximizing your vendor relationships has never been more critical. Come learn from industry leaders such as RedHat, Amazon Web Services (AWS) and HP Enterprise the methods and tactics they use to get the most from their key vendors. Attendees of this session will learn the strategies used by industry leaders to maximize the value of their IT investments and have the chance to ask their own questions.

Reporting 101 - Tips and Tricks to Maximize for your Business

Matthew Byrne, Pre-Sales Technical Solution Specialist
FinancialForce
Track: Financial Management

Learn about new reporting functionality as well as tips and tricks for each of the FinancialForce Reporting Tools. Some highlights: Statutory Reports within FinancialForce Reporting, Transaction Queries within Action views and Data export and refresh within Excel using XL Plus. Take away real world applications of how to maximize these reports for your business.

Get Inside the Budgeting Function: FinancialForce Accounting

Matthew Byrne, Pre-Sales Technical Solution Specialist
FinancialForce
Track: Financial Management

Want to master the budgets? Get an inside look at the objects available for budget entry, ‘Budgets and Balances’ and ‘Reporting Balances’. We’ll review the difference between these objects, how they work, why they exist and which you should use. Also learn how to load, revise, and even forecast budgets within the system.

A Vertical Approach: Solving specific customer needs in high tech, tech manufacturing and healthcare

Patrick Cherniawski, Vice President
Icon
Camil Bourbeau, Vice President
Nubik
Ray Hensler, Senior Consultant
CLD Partners
Brent Hensley, Director of Partner Marketing
FinancialForce
Track: Financial Management, Professional Services Automation

Join an expert panel of FinancialForce Implementation partners (Icon, Nubik and CLD Partners) as they share stories and best practices from customer implementations they have done in industries where FinancialForce thrives: tech/SaaS, tech manufacturing and healthcare. Learn the latest trends in these three verticals and how FinancialForce solutions are helping solve the specific needs of customers in them.

Artificial Intelligence and the Future of Finance

Joe Thomas, Solution Evangelist – Analytics
FinancialForce
Track: Financial Management

Usage of AI technology is one of the ways high performing finance teams separate from lesser performing peers. Attendees of this session will obtain insights and best practices for the sustainable use of AI within the finance department. Specific findings around AI from our 2018 State of Finance research will be presented.

Financial Management Reporting & Analytics Deep Dive

Paul Ripley, Director, Business Intelligence
FinancialForce
Track: Financial Management

Get all the details on the latest reporting for our Financial Management suite and how to maximize the data for your business!

FM Customer Showcase & Panel: Learn, share, exchange best practices for using FM (Vencomatic, Outdoor Industry Assc, Milrose Consultants)

David Krauss, Solution Evangelist – FFA
FinancialForce
Track: Financial Management

What best practices are your peers using to lower DSO, increase margins, reduce errors and generally operate their finance functions more efficiently? Attendees of this session will learn from a panel of innovative customers in a range of industries how to sustainably improve financial processes using FinancialForce.

Finance in the Age of Limitless Business: Panel Discussion with 3 CFOs

Ronny Kerr, Lead Researcher
FinancialForce
Track: Financial Management

How has finance evolved in the everything-as-a-service economy? In this lively chat, we’ll discuss new research with leading CFOs and finance directors to hear their perspectives on customer-centricity, revenue recognition, artificial intelligence (AI), and more.

Agile Billing for Unlimited Business Models

Heidi Minzner, Director, Product Management
Richa Dubey, Product Strategy Director
FinancialForce
Track: Financial Management

Learn how your company can capitalize on the new revenue opportunities in today’s service economy. See how FinancialForce can manage complex billing models in one closed loop process.

Opportunity to Renewal: Maximizing the value of Salesforce CPQ with FinancialForce

Heidi Minzner, Director, Product Management
Richa Dubey, Product Strategy Director
FinancialForce
Track: Financial Management

Today’s businesses are evolving and the need to support multiple revenue streams from opportunity to renewal is becoming more complex. Learn how FinancialForce Billing Central and Salesforce CPQ have come together to ensure this complex process is streamlined, helping you adhere to revenue recognition rules, power growth and maximize margins.

Hands-On Workshop: Building Einstein Financial Reports That Will Amaze

Matt Byrne, Pre-Sales Technical Solution Specialist
Paul Ripley, Director, Business Intelligence
FinancialForce
Track: Financial Management

Learn about Einstein Analytics from the very basic concepts to the most advanced techniques: all which can be used to provide your users with comprehensive Business Insights. We’ll also cover how to use the financial statements and PSA Analytics apps delivered in our most recent releases and how you can build your own solution using the Einstein Analytics platform.

Hands-On Workshop: Focus on Maximizing Self-Service Billing Portals with Financial Management Community

Michelle Scott, Product Instructor
FinancialForce
Track: Financial Management

In this session, we will introduce you to Financial Management Community— the self-service portal where your clients can manage their own billing, e.g. access sales invoices, credit notes and cash (directly from Billing Central or FFA), along with other account communications you share. It also lays the foundation for the possible evolution and use of electronic payments. We’ll also explore the User Management Tool, which helps you set up the desired level of access for your FM Community members.

Accounting Class: Closing the Books Just Got Easier!

Steve Ferranti, Workflow Product Manager
Thembi Butler, Practice Manager, Professional Services
FinancialForce
Track: Financial Management

Join our session to learn about the new features that help expedite the close process, including tips and tricks to make you sail smoothly through closing your books.

How Can the Platform Supercharge Your Financial Productivity? Here's How.

Chris Osborne, Product Strategy Manager, Financial Management
Steve Ferranti, Workflow Product Manager
FinancialForce
Track: Financial Management

Gain efficiencies and productivity in daily tasks by leveraging the capabilities of the Salesforce platform. Apply “clicks not code” functionality to enhance standard FinancialForce processes and super-charge your daily tasks.

Financial Management Roadmap: Get a Close Up on the Exciting Things to Come!

Raphy Bres, Vice President, Product Management
Jessica Treadwell, Product Strategy Manager, Financial Management
FinancialForce
Track: Financial Management

See what’s coming next in Financial Management. The product team will share exciting details about our latest releases, our product roadmap, and where new investments are being made.

Make FinancialForce ERP Magic with Flow!

Nana Gregg, VP | Sr. Salesforce Administrator
JLL
Track: Financial Management

Take your FinancialForce implementation to the next level with Salesforce Visual Flow and automate your way to success. One of the biggest benefits of FinancialForce is that it is built on top of the Salesforce Platform and amazing things happen when you combine Salesforce CRM with FinancialForce ERP!

Automate processes, loop through records, create and delete records, send notifications and chatter posts, transform data, perform complex rollups and more with Salesforce Visual Flow without any code at all!

This session will feature a live demonstration of Flow, with an overview of key concepts and tools. We’ll build flows live to show you how it all works and provide you with ideas and takeaways that will help you become a Flow Master!

Navigating the Reporting Trails with Analytics & Einstein

Machell Enke, Managing Partner
Jocelyn Fennewald, Managing Partner
OpMentors
Tracks: Thought Leader, Financial Management

The Salesforce Platform offers advanced analytics that can often be seen as a wide open wilderness. Attend this session and the trail guides will help you navigate your path through the vastness of analytics within FinancialForce. See all that is possible and use real world applications of the analytics to take your reporting to the next level. Also, Einstein will make an appearance to help you understand the advanced analytics that is possible with such a powerful AI tool. This session is open to all skill levels.

Creating Unified Services Ecosystem

Bryan Miller, Director, Business Operations
Bluewater Learning
Tracks: Financial Management, Revenue Recognition, Professional Services Automation

Today, the options for pre-built applications which solve legitimate business challenges are endless. But when those solutions are not centrally integrated, the ability to drive your strategic business objectives becomes challenging. Learn how Bluewater Learning laid the groundwork for a successfully integrated Salesforce and FinancialForce-based ecosystem that can be scaled and maintained with minimal staff. We’ll dive into specifics on how our system is built, governed, and maintained by PSA, Accounting, and Rev Rec keeping us agile as our business constantly evolves.

Bring Your External HR System to Life in PSA and Financials

Rebecca Heyman, Product Strategy Director
Chloe Stephenson, Scrum Product Owner, HCM
FinancialForce
Track: Financial Management, Professional Services Automation, Human Capital Management

Did you know that connecting HR and payroll information to Services Automation (PSA) and financial journals is now possible with FinancialForce? Join us to learn how your organization benefits from packaged integrations that provide parity with our current HCM + PSA offering, plus an endpoint for payroll vendors, with ADP and other systems. See how to send employee data to PSA, time off information to assignments & timecards, and payroll journals from ADP Workforce Now and more. This session will also cover configuration options, setup, and an end-to-end demonstration of: the Worker to Resource integration, Time Off to Assignment, and how to send payroll data to your FinancialForce journals in just one click.

Revenue Recognition Success: Customers Reveal How They Made the Transition to ASC 606 Seamless

Jocasta Perry, Product Manager
Richa Dubey, Product Strategy Director
FinancialForce
Track: Financial Management, Revenue Recognition

Learn how FinancialForce Revenue Recognition is uniquely addressing the new ASC 606, IFRS 15 standards. Hear from FinancialForce customers on what they have done, are doing, and plan to do to comply with the 2018 deadline.

PSA, Rec Rev, and Billing: One Seamless Solution

Richa Dubey, Product Strategy Director
Laura Oppenhimer, Product Strategy Manager, PSA
FinancialForce
Track: Financial Management, Revenue Recognition, Professional Services Automation

In this session, learn how consulting and professional services firms can use FinancialForce Billing and Revenue Management to fully automate billing and revenue recognition for complex consulting engagements. See how the out of the box integration to FinancialForce PSA, aggregates billing data in real time for accurate and fast billing. We will also cover how FinancialForce Revenue Management automates revenue recognition from simple time card submissions to complex milestones.

Inventory Reporting 101: Get Visibility Across the Entire Order to Fulfillment Process

Vishal Karingada, Practice Manager, Professional Services
Tatia Giraud, Solution Architect
FinancialForce
Track: Financial Management, Supply Chain Management

Get hands on with the all the latest FinancialForce reporting tools and how they can help you simplify the order and inventory management process for both goods and services. Understand the full inventory lifecycle and how to maximize your data.

Creating Unified Services Ecosystem

Bryan Miller, Director, Business Operations
Bluewater Learning
Tracks: Financial Management, Revenue Recognition, Professional Services Automation

Today, the options for pre-built applications which solve legitimate business challenges are endless. But when those solutions are not centrally integrated, the ability to drive your strategic business objectives becomes challenging. Learn how Bluewater Learning laid the groundwork for a successfully integrated Salesforce and FinancialForce-based ecosystem that can be scaled and maintained with minimal staff. We’ll dive into specifics on how our system is built, governed, and maintained by PSA, Accounting, and Rev Rec keeping us agile as our business constantly evolves.

Revenue Recognition Success: Customers Reveal How They Made the Transition to ASC 606 Seamless

Jocasta Perry, Product Manager
Richa Dubey, Product Strategy Director
FinancialForce
Track: Financial Management, Revenue Recognition

Learn how FinancialForce Revenue Recognition is uniquely addressing the new ASC 606, IFRS 15 standards. Hear from FinancialForce customers on what they have done, are doing, and plan to do to comply with the 2018 deadline.

PSA, Rec Rev, and Billing: One Seamless Solution

Richa Dubey, Product Strategy Director
Laura Oppenhimer, Product Strategy Manager, PSA
FinancialForce
Track: Financial Management, Revenue Recognition, Professional Services Automation

In this session, learn how consulting and professional services firms can use FinancialForce Billing and Revenue Management to fully automate billing and revenue recognition for complex consulting engagements. See how the out of the box integration to FinancialForce PSA, aggregates billing data in real time for accurate and fast billing. We will also cover how FinancialForce Revenue Management automates revenue recognition from simple time card submissions to complex milestones.

How to Get More Involved with Product and See Your Dollars at Work (NPI)

Mark Hallett, IS Manager
Sciemetric Instruments, Inc.
Vivienne Garvey, New Product Introduction and Release Manager
Steve Ferranti, Workflow Product Manager
FinancialForce
Track: Revenue Recognition, Supply Chain Management, Human Capital Management, Professional Services Automation

Learn how to get the most out of your investment with FinancialForce. Join our new product introduction process to learn about upcoming product releases early. Also includes hands on learning and the ability to provide feedback prior to release.

Expert Tips and Tricks: Panel Discussion with Hewlett Packard Enterprise, Amazon Web Services, and Red Hat

Curtis Gold, Planning and Innovation
HPE
Kathlyn Williams, Product Owner – PSA
RedHat
Tracks: Thought Leader, Professional Services Automation

In the new services economy where IT is more and more distributed, maximizing your vendor relationships has never been more critical. Come learn from industry leaders such as RedHat, Amazon Web Services (AWS) and HP Enterprise the methods and tactics they use to get the most from their key vendors. Attendees of this session will learn the strategies used by industry leaders to maximize the value of their IT investments and have the chance to ask their own questions.

Creating Unified Services Ecosystem

Bryan Miller, Director, Business Operations
Bluewater Learning
Tracks: Financial Management, Revenue Recognition, Professional Services Automation

Today, the options for pre-built applications which solve legitimate business challenges are endless. But when those solutions are not centrally integrated, the ability to drive your strategic business objectives becomes challenging. Learn how Bluewater Learning laid the groundwork for a successfully integrated Salesforce and FinancialForce-based ecosystem that can be scaled and maintained with minimal staff. We’ll dive into specifics on how our system is built, governed, and maintained by PSA, Accounting, and Rev Rec keeping us agile as our business constantly evolves.

Bring Your External HR System to Life in PSA and Financials

Rebecca Heyman, Product Strategy Director
Chloe Stephenson, Scrum Product Owner, HCM
FinancialForce
Track: Financial Management, Professional Services Automation, Human Capital Management

Did you know that connecting HR and payroll information to Services Automation (PSA) and financial journals is now possible with FinancialForce? Join us to learn how your organization benefits from packaged integrations that provide parity with our current HCM + PSA offering, plus an endpoint for payroll vendors, with ADP and other systems. See how to send employee data to PSA, time off information to assignments & timecards, and payroll journals from ADP Workforce Now and more. This session will also cover configuration options, setup, and an end-to-end demonstration of: the Worker to Resource integration, Time Off to Assignment, and how to send payroll data to your FinancialForce journals in just one click.

PSA, Rec Rev, and Billing: One Seamless Solution

Richa Dubey, Product Strategy Director
Laura Oppenhimer, Product Strategy Manager, PSA
FinancialForce
Track: Financial Management, Revenue Recognition, Professional Services Automation

In this session, learn how consulting and professional services firms can use FinancialForce Billing and Revenue Management to fully automate billing and revenue recognition for complex consulting engagements. See how the out of the box integration to FinancialForce PSA, aggregates billing data in real time for accurate and fast billing. We will also cover how FinancialForce Revenue Management automates revenue recognition from simple time card submissions to complex milestones.

A Vertical Approach: Solving specific customer needs in high tech, tech manufacturing and healthcare

Patrick Cherniawski, Vice President
Icon
Camil Bourbeau, Vice President
Nubik
Ray Hensler, Senior Consultant
CLD Partners
Brent Hensley, Director of Partner Marketing
FinancialForce
Track: Financial Management, Professional Services Automation

Join an expert panel of FinancialForce Implementation partners (Icon, Nubik and CLD Partners) as they share stories and best practices from customer implementations they have done in industries where FinancialForce thrives: tech/SaaS, tech manufacturing and healthcare. Learn the latest trends in these three verticals and how FinancialForce solutions are helping solve the specific needs of customers in them.

How to Get More Involved with Product and See Your Dollars at Work (NPI)

Mark Hallett, IS Manager
Sciemetric Instruments, Inc.
Vivienne Garvey, New Product Introduction and Release Manager
Steve Ferranti, Workflow Product Manager
FinancialForce
Track: Revenue Recognition, Supply Chain Management, Human Capital Management, Professional Services Automation

Learn how to get the most out of your investment with FinancialForce. Join our new product introduction process to learn about upcoming product releases early. Also includes hands on learning and the ability to provide feedback prior to release.

PSA Innovator Spotlight: How Marketo, Okta, Liquidhub and Guidewire Adapt to Market Shifts (PSA)

John Johnson, Sr. Customer Success Manager – Enterprise
FinancialForce
Track: Professional Services Automation

In today’s dynamic business landscape, complacency can be the downfall of even the best organizations. This is especially true in the ever-changing services industry. Join this open discussion with services industry leaders on how they are able to spot the curveballs the market throws and make swift adjustments using the foresight and adaptability delivered by FinancialForce PSA. Focus areas to include: organic growth, mergers and acquisitions, transitioning to new methodologies, and more in this learning and listening customer panel.

Learn what is new in Spring '18 (PSA)

Kyle Wilkinson, Solution Engineer
FinancialForce
Track: Professional Services Automation

With the Spring ’18 release of FF PSA, many exciting new features were added. Attendees of this session will get experience with new features such as enhancements to the Planners, Services Forecasting and Resource Requests/Assignments. Attendees will also experience tips and tricks for PSA in Lightning, and a glimpse into some of our new and extended APIs.

Sharing Success: Salesforce's FinancialForce Automation Story

Rosalind Litchfield, VP, IT Applications
Elizabeth Bell, VP, Global Delivery Excellence
Salesforce
Track: Professional Services Automation

Salesforce has experienced significant scale and transformation in the last decade. Learn how we’re harnessing the power of FinancialForce and the Salesforce platform to run business in the cloud and evolve in an ever dynamic market. We will share our journey, successes, and strategic vision ahead, with a focus on Salesforce Cloud IT and how we are driving to consistent business processes and complete automation. We look forward to engaging in conversation!

Differentiation Through PSA and Earned Value Management

Scott Miller, Operations Manager
EASi
Track: Professional Services Automation

EASi has been a leader in Engineering services for over 35 years. A critical facet of maintaining an industry edge is adapting to what the customer needs. EASi will share their story on using FinancialForce PSA to provide customer value through capturing Earned Value Management (EVM) metrics. These metrics are leveraged to validate and understand both resource and project performance against the baselined schedule and task estimates. These are essential to understanding when projects will hit critical milestones, how they will fair in respect to project costs, and how we can pivot to improve the project overall.

EASi has established an industry differentiation through their enablement of EVM and real-time data visibility with dynamic PSA dashboards and Tableau analytics. To learn more about the how, why, and wow, join us for this session.

Scaling in Services: Increasing Your Presence Without Stretching Your Team

Jaclyn Todd, Resource Allocation Manager
DXC
Track: Professional Services Automation

Experiencing hyper-growth can be either exciting or terrifying depending on the team behind the wheel and the vehicle on the road. The systems you leverage and the processes you create during this stage will determine how successful your organization can be throughout this pivotal period. FinancialForce PSA leverages the flexibility of the cloud and the power of the platform to ensure that our application enables growth without limits.

Join Jackie Todd, Manager of Operations and Resourcing at Fruition Partners (a DXC Company) as she outlines her experiences with PSA in times of hyper-growth. Jackie has key experience from all angles of organizational change and will leverage her viewpoints from time spent in a smaller and hyper-successful boutique services firm to an industry giant. We will discuss lessons learned, successes championed, and how to keep your eye on the road as a contributor in any organization of any size.

Optimizing Your Partner Relationship

Robert Falardeau, Business and Vendor Relationship Manager
HPE
Track: Professional Services Automation

What is your approach to Vendor Management? Do you limit yourself to making sure they are meeting their contractual obligations? Are your key vendors part of your team? At HPE, we have come up with an approach that may open your eyes to the potential of true partnering. This includes how to develop relationships in this age of conference calls. How to set objectives that motivate both the customer and the vendor. How to influence your vendors in order to reduce the cost of customization. Take this opportunity to gain a fresh perspective on Vendor Management.

Powerful Forecasting at Your Fingertips

Rich Tolocka, VP, Technology Operations
Phase2 Technology
Track: Professional Services Automation

Generating an integrated forecast, reflecting both pipeline revenue (sales) and booked revenue (projects) is one the most valuable aspects of a PSA solution. In this session, we’ll cover the basics of Backlog, train on Enhanced Forecasting, and then highlight a few custom additions that could take your Forecasting solution over the top. Get insight on how to establish a basic capability in Forecasting using our PSA, as well as advanced techniques combining both standard FinancialForce functionality and customization.

One Beginner to Another: A Journey from Disparate to Standardized Data

Paul Robinson, Director, Professional Services
Blackbaud
Kenna Schuman, Manager, Information Management
Blackbaud
Track: Professional Services Automation

There is an old Buddhist saying, “If you want to know your past, look into your present conditions. If you want to know your future, look into your present actions”. The way to accomplish this is through information. Focusing in on what the data of the past and present conditions is telling us should inform the strategic decisions we make that shape the future.

For those thinking about or just beginning your exploration of FinancialForce PSA, as a FinancialForce customer (Blackbaud) I would like to share our experience moving from disparate data sets to standardized reports and dashboards; from resource forecasting and availability band-aids to templates and processes. We’re creating a new culture where data is king and FinancialForce PSA is leveraged to provide visibility into portfolio health, trends, successes, and other areas to strategically grow our business. We’ll share our planned next steps and have the experts at FinancialForce available to share how to get even more out of your data.

Electrify Your PSA with Lightning!

Marshall King, SVP, IT Solutions
JLL
Track: Professional Services Automation

This session is intended for declarative (click not code) admins who want to take their FinancialForce PSA application to the next level with Salesforce Lightning.

Optimize the Lightning experience by designing with your Users in mind. Develop Lightning Apps and Pages that reflect the needs and day-to-day functions of your User Personas to highlight the information and tools they need to be productive. Provide an unprecedented view into your customers with Lightning Dashboards and Components.

Learn how JLL migrated a 300+ User Org to Lightning in 60 Days. We’ll walk through the learning, planning, design and deployment of Lightning for our users and provide insight into some of the technical challenges identified during the roll out.

The session will include a live demonstration of how easy it is to configure Lightning Pages and provide you with next steps to get started on your own Lightning rollout.

Hands-On Workshop: Explore the Bold New Enhancements in Revenue Forecasting for PSA [Spring '18]

Peter Robson, Practice Manager, Professional Services
Tim Cairo, Product Instructor, Professional Services
FinancialForce
Track: Professional Services Automation

Dive deep and explore the latest revenue forecasting features in the Spring 18 PSA release, including:

  • How to generate information to create forecasts
  • How to successfully interpret forecast information
  • How to report on your forecast results, using action views

A limited number of attendees will have the opportunity to work with a demo organization for the hands-on practice with the functionality.

Best Practices in Services Delivered Revenue Forecasting

Laura Oppenhimer, Product Strategy Manager, PSA
FinancialForce
Track: Professional Services Automation

Improve your Services Delivered Revenue Forecasting and drive a more predictable business: Hear best practices from other PSA customers, look at the key capabilities delivered since last year and learn future plans for the PSA services forecasting vision.

PSA Roadmap: Get a Close Up on the Exciting Things to Come

Lori Ellsworth, Vice President, Product Management
Laura Oppenhimer, Product Strategy Manager, PSA
FinancialForce
Track: Professional Services Automation

See what’s coming next in Services Automation. The product team will share exciting details about our latest releases, our product roadmap, and where new investments are being made.

Einstein In Action: Preview PSA Summer '18

Austin Rohr, Product Strategy Manager, PSA
FinancialForce
Track: Professional Services Automation

Get all the details on the latest reporting for PSA and how to maximize the data for your business!

FinancialForce PSA Value Check: How to Maximize Value and ROI from Your PSA

Keith Drab, Solution Design Consultant
FinancialForce
Track: Professional Services Automation

This session is intended for existing clients of FinancialForce PSA who wish to learn more about the value to their business and our approach for the FinancialForce PSA Value Check Engagement. The FinancialForce PSA Health Check is a service that is offered to existing PSA clients post implementation. The Value Check is led by a FinancialForce implementation consultant with a goal of reviewing the current usage of the solution from a business process and functional perspective and to recommend strategies on how to improve the value and return on investment of the PSA solution. Please join us to learn more about how the FinancialForce PSA Value Check can bring your use of the PSA tool to a new level of maturity and return on investment.

Best Practices and Pitfalls to Avoid from Over 1,000 Implementations

Austin Rohr, Product Strategy Manager, PSA
FinancialForce
Track: Professional Services Automation

Austin Rohr, Product Strategy Manager, PSA
FinancialForce
Track: Professional Services Automation

In his 15 years of consulting expertise, Austin has owned optimizing solution delivery to clients across the globe, as well as driving professional services performance and predictability. As FinancialForce’s PSA Evangelist, has brought that expertise into our PSA product line and our customers. Learn how to optimize your business and get the most out of your PSA. Topics include: increasing utilization, “right people, right jobs”, tracking KPIs, master customer record, mobile time and expense entry, capacity planning, and more.

PSA: Helping Your Customers with Project Closure

Peter Robson, Practice Manager, Professional Services
FinancialForce
Track: Professional Services Automation

There are many steps to perform once a customer has gone live. We’ll review what it means to close a project in PSA, some of the best practices for closing projects, other activities to consider when closing projects, and the implications of closing projects too early.

FinancialForce PSA + ADP HCM: Taking Your Project Profitability to the Next Level

Tim Wright, Senior Director Product Management
ADP
Rebecca Heyman, Product Strategy Director
FinancialForce
Track: Professional Services Automation, Human Capital Management

Learn how connecting PSA with the ADP Workforce Now HCM solution can take that value even higher, letting you seamlessly collaborate with HR to manage team members to staff your projects quickly and accurately.

You will see:

  • A complete overview of the ADP Workforce Now HCM solution
  • How FinancialForce PSA and ADP Workforce Now integrate and connect key “people data” with the right projects
  • How to dynamically optimize your resources with greater efficiency and predictability by connecting these two solutions
  • Register now and start bringing your people and project data together for bigger profits!

Inventory Reporting 101: Get Visibility Across the Entire Order to Fulfillment Process

Vishal Karingada, Practice Manager, Professional Services
Tatia Giraud, Solution Architect
FinancialForce
Track: Financial Management, Supply Chain Management

Get hands on with the all the latest FinancialForce reporting tools and how they can help you simplify the order and inventory management process for both goods and services. Understand the full inventory lifecycle and how to maximize your data.

How to Get More Involved with Product and See Your Dollars at Work (NPI)

Mark Hallett, IS Manager
Sciemetric Instruments, Inc.
Vivienne Garvey, New Product Introduction and Release Manager
Steve Ferranti, Workflow Product Manager
FinancialForce
Track: Revenue Recognition, Supply Chain Management, Human Capital Management, Professional Services Automation

Learn how to get the most out of your investment with FinancialForce. Join our new product introduction process to learn about upcoming product releases early. Also includes hands on learning and the ability to provide feedback prior to release.

Understand Your True Gross Margin!

Krista Ladd, Managing Partner
Ladd Partners
R.J. Smith, VP of Finance
Venture Technologies
Track: Supply Chain Management

If you have a SCM and FinancialForce Accounting you may have issues calculating your true gross margin by Account, by Sales Order, or by sales person. With a few triggers and some FFA Sub-Analysis Mapping you can find this holy grail! Learn how you to quickly report on transactions across all sources, tie PPV back to the PO and SO, and track Inventory Perpetual COGS transactions to an Account. Then slice and dice the information any way you want using Salesforce Reporting.

R.J. Smith from Venture Technologies will join Krista Ladd from Ladd Partners to demonstrate how to set-up this solution, including a live demo, and various report examples.

FinancialForce PSA + ADP HCM: Taking Your Project Profitability to the Next Level

Tim Wright, Senior Director Product Management
ADP
Rebecca Heyman, Product Strategy Director
FinancialForce
Track: Professional Services Automation, Human Capital Management

Learn how connecting PSA with the ADP Workforce Now HCM solution can take that value even higher, letting you seamlessly collaborate with HR to manage team members to staff your projects quickly and accurately.

You will see:

  • A complete overview of the ADP Workforce Now HCM solution
  • How FinancialForce PSA and ADP Workforce Now integrate and connect key “people data” with the right projects
  • How to dynamically optimize your resources with greater efficiency and predictability by connecting these two solutions
  • Register now and start bringing your people and project data together for bigger profits!

Bring Your External HR System to Life in PSA and Financials

Rebecca Heyman, Product Strategy Director
Chloe Stephenson, Scrum Product Owner, HCM
FinancialForce
Track: Financial Management, Professional Services Automation, Human Capital Management

Did you know that connecting HR and payroll information to Services Automation (PSA) and financial journals is now possible with FinancialForce? Join us to learn how your organization benefits from packaged integrations that provide parity with our current HCM + PSA offering, plus an endpoint for payroll vendors, with ADP and other systems. See how to send employee data to PSA, time off information to assignments & timecards, and payroll journals from ADP Workforce Now and more. This session will also cover configuration options, setup, and an end-to-end demonstration of: the Worker to Resource integration, Time Off to Assignment, and how to send payroll data to your FinancialForce journals in just one click.

How to Get More Involved with Product and See Your Dollars at Work (NPI)

Mark Hallett, IS Manager
Sciemetric Instruments, Inc.
Vivienne Garvey, New Product Introduction and Release Manager
Steve Ferranti, Workflow Product Manager
FinancialForce
Track: Revenue Recognition, Supply Chain Management, Human Capital Management, Professional Services Automation

Learn how to get the most out of your investment with FinancialForce. Join our new product introduction process to learn about upcoming product releases early. Also includes hands on learning and the ability to provide feedback prior to release.

Join us at Community Live 2018
June 25-27, 2018

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