spire-Conference-2021

Agenda

Day 2 – End User & Partner Day

TIME (EST)Session DescriptionTIME (EST)SpeakerSession Description
9:30 to 9:55 Conference Opening9:30 to 9:55We have a full day of Spire training, educational and infromative topics planned for you. Our new conference platform welcomes you with a step by step guide on how to get settled into this new environment. We’ve set aside some time for you have a bit of fun for and get acquainted with our exhibitors before we get down to business. There are prizes to be won first thing in the morning, so make sure you arrive on time.
10:00 to 11:00Tech Update 202110:00 to 11:00Ward BlatchWhat technology trends significantly impact you? Which technologies will affect you and your business? This visionary session provides insights, choices, and recommendations. You will experience a summary of 5G, Wi-Fi 6E, and the latest hardware and software trends to help you make the best decisions. You are certainly going to discover at least one new technology you had not considered. This session provides strategic and tactical insight on technology choices.
11:05 to 12:05What’s New in Spire

Thank you to Swifcount for sponsoring this session


11:05 to 12:05Al RomeynAl Romeyn welcomes customers, channel partners, exhibitors, guest speakers and other invited delegates to the Spire Virtual Conference of 2021.
Al will be reviewing the improvements made to Spire over the last 12 months and look forward to great features the team has been working on for the coming year. You will see some new and important product integrations as well as some of the items you have been asking for to make your Spire experience even better.
Track 1 Track 2
TIME (EST)Session NameSpeakerSession DescriptionTIME (EST)Session NameSpeakerSession Description
12:05 to 12:Lunch12:05 to 12:
12:40 to 1:35Spire 102
Tips & Tricks for the Advanced Spire Use
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Thank you to Terracor for sponsoring this session


Rick NotmanSpire is highly configurable, with options to do a lot of things that might not be obvious from a default installation. This session covers many topics, including a deep dive into;
-Interesting uses of communications
-Tips for managing orders more effectively
-Ideas for navigating Spire more efficiently
-Short cuts to save time (kit/macro/copy from documents)
-Hints on managing multi-warehouse stock
-Barcodes, UPC codes and automating processes in Spire
12:40 to 1:35Spire 101
Tips and Tricks for New Spire Users


Thank you to Infotrac for sponsoring this session


Al RomeynEvery accounting software is user friendly once the user has become friendly with it. In this session we will explore the Spire fundamentals. Must knows for every new Spire user. How to easily navigate through Spire in your day-to-day role. You’ll walk away with tips that you can start applying immediately. We’ll be covering:
– Helpful user preference settings
– How to use Spire powerful Google like search
– Email merge in Spire
– Creating, saving and using filters
– Document attachment
– User Defined Fields

(Vendor Doc Management mentioned)
1:40 to 2:35Cloud VS On Premise
Which is right for your business?


Thank you to Infotrac for sponsoring this session


Rick NotmanFrom our smart devices, to tablets, laptops and PC Computers, where you should be running your Spire from is becoming a question asked by many. To Cloud or not Cloud? We will take a look at the reasons why your business may want to consider Spire Cloud and also what the differences are between on premise, Cloud and SAAS in the Spire world. We will review the functionalities, advantages and limitations of all three so that you can walk away better understanding what is right for your business.
In this session Rick will show some real hands.
1:40 to 2:35Formatting Spreadsheets the right wayWard BlatchSome estimates indicate that business professionals spend as much as half their time in Excel working on formatting. If you are interested in getting better formatting results in less time, participate in this session to learn the best practices for applying formats in Excel. In this session, you will learn the right way to apply formats in your workbooks. More specifically, you will learn about features such as Custom Format Codes, Templates, Styles, the Accounting Format, Precision as Displayed, date formats, and many others, all of which can save you substantial amounts of time when working in Excel.

(Reserved for Silver Sponsor)
2:35 to 3:30API for Spire
A World of possibilities


Thank you to Terracor for sponsoring this session


Rick NotmanIn this session Rick discussed and demonstrates the Spire API and explains why it’s important to you as a company using Spire. During the discussion he will cover;
-The web world and third party services
-Some concrete examples anyone can use
-API versus traditional data access
-An example that compares and contrasts the approaches
-Future Spire directions and how the API relates
2:35 to 3:30Small Business Reporting with Power QueryWard BlatchEvery small business accountant knows and accepts the reporting limitations associated with entry-level tools. Most of these same professionals periodically export data to Excel, text, or other file formats to create custom reports to manage their business. The related data transformations required to utilize exported data can be automated using Microsoft’s Power Query tool in Excel. With Power Query, these professionals can perform simple and complex tasks almost instantly. Participate in this session to learn how to use Power Query – a tool you already own – to create more accurate and timely reports for your small business.

(Reserved for Silver Sponsor)
3:35 to 4:30Spire Inventory** and (barcode app)

Thank you to Swifcount for sponsoring this session


Al Romeyn & Albert AmarSession Description Needed

3:35 to 4:30Spire Topic (space for Platinum Sponsor co-hosted session)Rick Notman & SponsorNeed to think on this one. Al and Peter have more contact with Payfirma than I do on a day to day, operational level.
In any case I can do a live demonstration with Spire, which Payfirma won’t do,
and this group really needs to see. I could probably bring Payfacto into this as well.

Sponsored Co-Hosted Session with SPS Commerce
4:30 to 5:00Preparing for Audit

Thank you to Evron for sponsoring this session


Marilyn Benninger & Rick NotmanHow to prepare for the dreaded visit of your auditors! Marilyn Benninger, CPA and Spire’s Rick Notman will describe for you the reports and documents you should have ready for your auditor’s visit. Marilyn let you know what they are looking for, and how to avoid items of concern and Rick will show you where to get what you need in Spire and processes you should run before the auditor visit.4:30 to 5:00Payroll Updates
(Mastering Payroll but with new info)


Thank you to Evron for sponsoring this session


Al RomeynThis session is designed to address some of the more challenging and complex scenarios that payroll can present. Because managing your own payroll is an important part of many organizations, we’ll cover basic rules, top ten troubleshooting issues you can fix on your own, best practices for tax table updates and open Q & A.
5:05 to 6:00Yan Markson5:05 to 6:00This is a unique virtual experience in which professional mentalist Yan Markson uses mentalism and magic effects to capture the audience’s attention and illustrate the power of influence and perception. Guests take part in interactive, and mind-blowing illusions while learning about the science of how we perceive our own identities, abilities, and make decisions in our lives.
**Agenda is subject to change**