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

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

Registration and Continental Breakfast

8:30 - 9:30 AM

Welcome Keynote

9:35 - 10:35 AM

Canyon A Room

SecureDrawer - with eFCO

9:35 - 10:35 AM

Canyon B Room

Roadmap - Utopia

9:35 - 10:35 AM

Canyon C Room

Best Practices - HR Departments

9:35 - 10:35 AM

Topaz Room

Templates/Profiles - Best Practices

9:35 - 10:35 AM

Alpine East Room

eFC Desktop Basic

9:35 - 10:35 AM

Alpine West Room

eFC Online Basic

10:45 - 11:45 AM

Canyon A Room

SecureDrawer - with Desktop

10:45 - 11:45 AM

Canyon B Room

How to Start - Onboarding Successfully

10:45 - 11:45 AM

Canyon C Room

Best Practices - Healthcare

10:45 - 11:45 AM

Topaz Room

Workflow - How To Implement

10:45 - 11:45 AM

Alpine East Room

eFC Desktop Advanced

10:45 - 11:45 AM

Alpine West Room

eFC Online Advanced

12:00 - 1:00 PM

Luncheon

1:00 - 2:00 PM

Canyon A Room

Profiles/Metadata - Efficient Searching

1:00 - 2:00 PM

Canyon B Room

Scanning Tips & Tricks

1:00 - 2:00 PM

Canyon C Room

Best Practices - Government, Special Services, Non-profit

1:00 - 2:00 PM

Topaz Room

OCR & Zonal OCR

1:00 - 2:00 PM

Alpine East Room

eFC Desktop for Accountants - CPE Credit

1:00 - 2:00 PM

Alpine West Room

eFC Online for Accountants - CPE Credit

2:15 - 3:15 PM

Canyon A Room

Mobile - How to Maximize

2:15 - 3:15 PM

Canyon B Room

Versioning/Role-Based Security

2:15 - 3:15 PM

Canyon C Room

Best Practices - Accounting

2:15 - 3:15 PM

Topaz Room

SideKick School

2:15 - 3:15 PM

Alpine East Room

SecureDrawer - with Desktop

2:15 - 3:15 PM

Alpine West Room

SecureDrawer - with Online

3:15 - 3:30 PM

Snack Break

3:30 - 5:00 PM

Keynote Address

Chad Hymas

6:00 - 10:00 PM

Original Wild West Experience

(Optional & Fee-Based)

6:00 - 10:00 PM

"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

Breakfast

8:30 - 9:30 AM

General Session & Leading EDGE Award Winners

9:30 - 10:30 AM

Canyon A Room

Sidekick School

9:30 - 10:30 AM

Canyon B Room

Workflow - How to Implement

9:30 - 10:30 AM

Canyon C Room

Best Practices - General Business

9:30 - 10:30 AM

Topaz Room

Templates/Profiles - Best Practices

10:30 - 10:45 AM

Snack Break

10:45 - 12:00 PM

Key Note - Laura Stack

12:00 - 1:00 PM

Luncheon

1:00 - 2:00 PM

Canyon A Room

SecureDrawer - How to Brand/Personalize

1:00 - 2:00 PM

Canyon B Room

eFC Desktop Basic

1:00 - 2:00 PM

Canyon C Room

Best Practices - Accounting

1:00 - 2:00 PM

Topaz Room

eFC Online Basic

2:10 - 3:10 PM

Canyon A Room

eSignature with DocuSign/RS

2:10 - 3:10 PM

Canyon B Room

eFC Desktop Advanced - CPE

2:10 - 3:10 PM

Canyon C Room

Best Practices - HR Departments

2:10 - 3:10 PM

Topaz Room

eFC Online Advanced - CPE

3:15 - 4:00 PM

Closing Session