Full Agenda

WEDNESDAY 8/17
THURSDAY 8/18
FRIDAY 8/19
WEDNESDAY 8/17

USER TECH LAB OPEN 8AM-5PM THURSDAY AND FRIDAY

New This Year! Schedule one-on-one time with one of our Customer Service team.

All sessions are subject to change. Check back often for updates!

7:30 - 8:30 PM
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Welcome Reception
THURSDAY 8/18

USER TECH LAB OPEN 8AM-5PM THURSDAY AND FRIDAY

New This Year! Schedule one-on-one time with one of our Customer Service team.

All sessions are subject to change. Check back often for updates!

7:30  - 8:30 AM
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Registration and Continental Breakfast
8:30 - 9:30 AM
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Welcome Keynote

9:35 - 10:35 AM

Canyon A Room

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SecureDrawer - with eFCO

9:35 - 10:35 AM

Canyon B Room

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Roadmap - Utopia

9:35 - 10:35 AM

Canyon C Room

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Best Practices - HR Departments

9:35 - 10:35 AM

Topaz Room

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Templates/Profiles - Best Practices

9:35 - 10:35 AM

Alpine East Room

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eFC Desktop Basic

9:35 - 10:35 AM

Alpine West Room

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eFC Online Basic

10:45 - 11:45 AM

Canyon A Room

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SecureDrawer - with Desktop

10:45 - 11:45 AM

Canyon B Room

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How to Start - Onboarding Successfully

10:45 - 11:45 AM

Canyon C Room

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Best Practices - Healthcare

10:45 - 11:45 AM

Topaz Room

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Workflow - How To Implement

10:45 - 11:45 AM

Alpine East Room

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eFC Desktop Advanced

10:45 - 11:45 AM

Alpine West Room

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eFC Online Advanced

12:00 - 1:00 PM

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Luncheon

1:00 - 2:00 PM

Canyon A Room

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Profiles/Metadata - Efficient Searching

1:00 - 2:00 PM

Canyon B Room

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Scanning Tips & Tricks

1:00 - 2:00 PM

Canyon C Room

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Best Practices - Government, Special Services, Non-profit

1:00 - 2:00 PM

Topaz Room

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OCR & Zonal OCR

1:00 - 2:00 PM

Alpine East Room

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eFC Desktop for Accountants - CPE Credit

1:00 - 2:00 PM

Alpine West Room

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eFC Online for Accountants - CPE Credit

2:15 - 3:15 PM

Canyon A Room

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Mobile - How to Maximize

2:15 - 3:15 PM

Canyon B Room

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Versioning/Role-Based Security

2:15 - 3:15 PM

Canyon C Room

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Best Practices - Accounting

2:15 - 3:15 PM

Topaz Room

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SideKick School

2:15 - 3:15 PM

Alpine East Room

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SecureDrawer - with Desktop

2:15 - 3:15 PM

Alpine West Room

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SecureDrawer - with Online
3:15 - 3:30 PM
Eating Icon
Snack Break
3:30 - 5:00 PM
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Keynote Address

Chad Hymas

6:00 - 10:00 PM
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Original Wild West Experience

(Optional & Fee-Based)

6:00 - 10:00 PM
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"Cabi" Training and Pizza Party

(Optional & Fee-Based)

FRIDAY 8/19

USER TECH LAB OPEN 8AM-5PM THURSDAY AND FRIDAY

New This Year! Schedule one-on-one time with one of our Customer Service team.

All sessions are subject to change. Check back often for updates!

8:00 - 8:30 AM
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Breakfast
8:30 - 9:30 AM
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General Session & Leading EDGE Award Winners

9:30 - 10:30 AM

Canyon A Room

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Sidekick School

9:30 - 10:30 AM

Canyon B Room

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Workflow - How to Implement

9:30 - 10:30 AM

Canyon C Room

Agenda Images 30
Best Practices - General Business

9:30 - 10:30 AM

Topaz Room

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Templates/Profiles - Best Practices
10:30 - 10:45 AM
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Snack Break
10:45 - 12:00 PM
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Key Note - Laura Stack
12:00 - 1:00 PM
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Luncheon

1:00 - 2:00 PM

Canyon A Room

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SecureDrawer - How to Brand/Personalize

1:00 - 2:00 PM

Canyon B Room

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eFC Desktop Basic

1:00 - 2:00 PM

Canyon C Room

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Best Practices - Accounting

1:00 - 2:00 PM

Topaz Room

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eFC Online Basic

2:10 - 3:10 PM

Canyon A Room

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eSignature with DocuSign/RS

2:10 - 3:10 PM

Canyon B Room

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eFC Desktop Advanced - CPE

2:10 - 3:10 PM

Canyon C Room

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Best Practices - HR Departments

2:10 - 3:10 PM

Topaz Room

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eFC Online Advanced - CPE

3:15 - 4:00 PM

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Closing Session