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SOLD OUT!

May 28 – 30, 2024
White Oaks Resort & Spa

Niagara-on-the-Lake, Ontario Canada

Knowledge is power. Knowledge shared is power multiplied.

There’s no doubt that together we succeed. Our Spire channel has been thriving, and the Spire community continues to grow. While some partners have been with us since day 1, we have many who have recently joined the Spire Partner Channel. Both have experience and knowledge to contribute to the community. Knowledge isn’t captured in spreadsheets but rather through a series of shared experiences. 

It is with great pleasure that we host this year’s Spire Partner Conference with a return to the White Oaks Resort & Spa in Niagara-on-the-Lake. We invite Spire Partners to join us for an exclusive partner conference, providing value and time well spent.

We have created an all-inclusive package for Spire Partners to make your conference experience pleasant and affordable. The conference agenda we are working on promises to offer technical Spire training, open conversations, round table discussions and shared learning opportunities from our team and your Spire peers.

The executive Spire team will be there and look forward to seeing you and hearing from you directly on the Spire topics that are most important to you.

Spire Integration Partners will also attend to share their existing and new products developed to enhance your customer’s Spire experience.

Whether you are new to the channel or have been with us since the beginning, this conference has something for you. Most importantly, you will have time to collaborate and share your Spire successes, struggles and strategies with like-minded individuals.

Join us and share the knowledge because together, we succeed.

Agenda

Agenda is subject to change without notice*

Spire Partner Conference

Arrivals – Tuesday, May 28

Time

Session

Tuesday, May 28

Welcome Reception & Spire Integration Partner Tradeshow Open 

5:00 PM to 9:00 PM

Conference attendees arrive to meet and reconnect over a lovely spread of food and beverages. Our exhibitors are here to greet you and share with you what’s new in their solutions. Exhibitors get a chance to share some fun pre-conference ice-breakers and help you settle in. Make sure you have a good appetite ready, for food and for all things Spire! 

Spire Partner Conference – Day 1

Wednesday, May 29

Time

Session

Wednesday, May 29

Spire Partner Conference Day 1

7:15 AM to 8:15 AM

Breakfast

8:20 AM to 8:35 AM

House Keeping – Katie Griffin

Let’s get started. Katie Griffin will take a few minutes to go over what partners can expect over the course of the conference, helpful hotel information, and conference tips to maximize your conference experience.

8:40 AM to 9:20 AM

Welcome & Open Plenary – Al Romeyn 

Founding Partner and CEO Al Romeyn will officially launch the Spire Partner Conference of 2024.

9:25 AM to 10:15 AM

Review of Recent Spire versions – Warren Flett

Spire Partners will have a chance to review important aspects of the most recent versions of Spire. Warren Flett will look at new features and how to implement them successfully, improvements on known issues, and other key elements Spire partners need to be aware of when planning for upgrades. Q & A to follow.

10:15 AM to 10:30 AM

Coffee Break

10:30 AM to 11:15 AM

Implementing To Make A Difference – Katie Griffin & Spire Partner Panel

Businesses should benefit from implementing a new solution, so how do partners ensure this success? Katie Griffin will lead a discussion with select Spire Partners on the most painful and prevalent problems distribution and manufacturing companies face. We will look at these problems and how to fix them in a non-abstract way, and how Spire can be applied to resolve them or improve the real-life issues Spire prospects face. High Costs, Profitability, Customer Retention, and Cash Flow.

11:15 AM to 12:35 PM

Exhibitors In 60 Seconds

Exhibitors are put in the hot seat as they have only 60 seconds to make an impression on Spire Partners. Katie Griffin will host a fast and fun session where exhibitors have one shot at their “Appeal to the Partners” friendly competition. Spire Partners will then vote on the best 60-second appeal to partners and elect the winning SIP!

12:35 PM to 1:30 PM

Lunch with Exhibitors 

1:35 PM to 2:30 PM

TRACK ONE

Spire API Beginner – Jamie Norbury

Jamie Norbury provides an intermediate look at Spire’s API. Sharing with the audience where to access a complete list of API endpoints available in Spire, the structure of each json request and json response including all available fields and field types. with examples of requests and responses available. Jamie will also share examples of using the code generation tool to generate code for 20 different programming languages for each API call. Partners will walk away with an understanding of how the API works including authentication, expected response codes and errors, filters, searching, and UDFs. We encourage partners to bring their laptops to this session to participate in a workshop experience.

TRACK TWO 

Reasonable & Achievable Marketing – Katie Griffin

Marketing? What are your current marketing efforts – how is your practice generating leads? Katie Griffin will lead a discussion on how Spire partners (large firms and small firms) can focus target markets, by software (i.e. QuickBooks, Sage 50 and others), by industry, and by other particular markets. We will spend some time on the various marketing efforts (digital, referral, event, and more) and their success rates for lead generation. We will wrap up with a brainstorming workshop where we create a marketing schedule that is reasonable and achievable for partners to put into practice.

2:35 PM to 3:30 PM

TRACK ONE

Spire Best Practices Accounting Modules Intermediate – Warren Flett

There are a multitude of ways to pay vendor expenses and track what you have paid. This session, Warren Flett will cover payment entry for current and one-time vendors by check, EFT and company credit card, along with other considerations such as reconciling or voiding payments, general ledger transactions and government form generation. We will then open the floor to Q & A

TRACK TWO

Spire Best Practices Accounting Modules Advanced – Rick Notman

In this session, Rick Notman will discuss when to use divisions versus segmented GL accounts. A business case use of reporting options. Use of allocation accounts, reviewing AR/AP link history and other transaction features will be discussed. Automating common activities for speed and integrity will also be discussed. We will then open the floor to Q & A

3:30 PM to 3:45 PM

Coffee Break

3:50 PM to 4:45 PM

TRACK ONE

Spire Best Practices Operational Modules Intermediate – Warren Flett

Maintaining inventory customer and vendor price lists is integral to optimizing sales and purchase order entry and planning for profitability. In this session, Warren Flett will cover the various ways that customer and vendor pricing can be seen and efficiently updated, and how these prices are used and stored for current and future orders. We will then open the floor to Q & A

TRACK TWO

Spire Best Practices Operational Modules Advanced – Rick Notman

In this session, Rick Notman will discuss how to automate common tasking using import and other tools. We will also discuss innovative uses of UDFs, product codes, filters and exports. Sales and purchase processing will be discussed through the use of elucidating business cases. We will then open the floor to Q & A

6:30 PM to 10:00 PM

Partner Reception

More to come…

Spire Partner Conference – Day 2

Thursday, May 30

Time

Session

Thursday, May 30

Spire Partner Conference Day 2

7:00 AM to 8:00 AM

Breakfast

8:00 AM to 9:30 AM

Partner Mini Think Tanks

Back by popular demand, the Partner Mini Think Tank discussion tables will be open for partners and integration partners to participate and “share the knowledge”.  There will be 20 different discussion tables to explore with discussion topics ranging from software, processes, hardware, customers, sales, and many other popular topics amongst Spire Partners. This is last year’s most popular session, so don’t miss out. 

Planned Open Table discussions: 

Analytics & BI, Credit Card Set Up and Management, Crystal Reports, Custom Development, Data Conversions, Dealing with difficult clients, Dealing with the accountant,t ECommerce, EDI Complexities, Hardware Environments & Disaster Recovery, Inventory Pricing Management, Managing Sales and Customer Relationships, Managing Sales taxes in Spire, Order Automation, Spire Email & Email Standards, Spire Releases & Managing Upgrades, Spire UDF’s, Succession & Acquisitions, Taking Spire clients off-premise, WMS & Managing Stock

9:15 AM to 10:15 AM

Spire 4.0 –Al Romeyn 

You have to be there to find out! 

10:15 AM to 10:30 AM

Coffee Break

10:35 AM to 11:30 AM

Installs and Data Conversion – Katie Griffin & Spire Partner Panel

Katie Griffin will discuss with three Spire Partners data conversions when migrating from three popular and competing software. Spire Partners who have experienced successful Spire implementations and data conversions from  Sage 50, Sage 300 and QuickBooks Desktop will join us as they share what is important to consider in these implementations, some gotchas they had to learn and resolve, and what some of the fundamental differences are to be aware of with a non BV user.

11:35 AM to 12:35 PM

TRACK ONE

Spire MS Power BI Connector – Jamie Norbury

In this session, we will delve into the benefits of dashboarding and self-service analytics with Power BI compared to traditional pixel-perfect reporting using Crystal Reports. We’ll also explore the process of setting up the Power BI data connector for seamless integration with Spire. Additionally, practical examples will be provided, showcasing the construction of dashboards using Power BI and Spire Data and highlighting the synergy between the two platforms. We will then open the floor to Q & A.

TRACK TWO

Spire Payroll  – Warren Flett & Rick Notman

Payroll is an essential part of any business, managing employees and their compensation, following rules from the CRA. In this session, Rick Notman and Warren Flett will take you through important concepts when setting up and processing payroll timecards, remitting taxes to CRA, and performing electronic submission of employee statements and records. We will then open the floor to Q & A.

12:35 PM to 1:30 PM

Lunch with Exhibitors

1:35 PM to 2:35 PM

TRACK ONE

Consultative Sales Workshop – Katie Griffin

They say shopping for software isn’t easy. Well, neither is selling software. Accounting and business management software like Spire is a complex sale and one that requires a consultative sales approach. Most consultants have a format that they generally follow – even if that is picking up the phone or receiving an email.

In this workshop session, partners will have an interactive look at 4 main areas of consultative selling:

 

1) The Consultation

2) Product Knowledge

3) Selling Yourself 

4) Self Check-In

 

Partners will walk away having produced solutions and strategies for things like customer objections, negotiating principles, competitive advantage analysis, win/loss analysis and more.

TRACK TWO

Spire API Advanced – Rick Notman & Peter Reimer

In this session we will contrast and compare data access approaches, investigating the costs and benefits of API access versus direct database access. In this session we will discuss Spire future direction with regard to the API, and the rationale behind these decisions. Although no programming experience is required for this session, an understanding of programming concepts is helpful. Partners with no development experience will benefit from understanding the options available.

2:35 PM to 3:00 PM

Coffee Break // Exhibitor Close Out

3:05 PM to 4:30 PM

Ask the Experts & Partner Open Forum 

The Spire executive team is available to answer Spire Partner questions you might still have. This expert panel will offer a solution-oriented, open Q & A session.

4:30 PM to 5:30 PM

Wrap Up & Goodbyes

Speakers

Our Executive team will be in attendance and are looking forward to engaging with the Spire Channel. Our Spire experts are all yours for two days. They will share their Spire knowledge and participate in discussions with our partners, giving you opportunities to chat about all aspects of your Spire business with our team.

Al Romeyn

CEO

Peter Reimer

COO

Matt Kalina

Director of Development

James Emerton

Principal Engineer

Rick Notman

Director of Quality Assurance

Katie Griffin

Director of Business Development

Warren Flett

Product Information Specialist

Jamie Norbury

Senior Business Software Support

Spire Partner Conference Registration

Registeration is now closed

Registeration is closed as we are sold out!

Hotel Accommodations

Conference passes includes 2 night’s accommodations for Tuesday May 28th and Wednesday May 29th, Partners may choose to arrive early or extend their stay at a preferred Spire Partner rate. Please contact Katie Griffin via email directly to arrange this, [email protected]

The While Oaks Resort and Spa boasts a fantastic venue for our Spire event. View this beautiful venue online. If you have any questions regarding the hotels’ policies or services, please contact them directly at 1-800-263-5766