Sage Customer Event Recordings 2020

October 13-15
VIRTUAL CONFERENCE

Sponsors

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Recordings

Thank you for joining us for this year’s Vision33 Virtual Customer Event. We hope you found the content valuable. The event was designed to with you in mind – to provide you with time relevant information to gain even greater value from your investment in Sage solutions and help prepare you for the next normal as you embark on 2021 business planning. 

Below you will find the recordings of all sessions that took place during Days 1 through 3 of the Virtual Customer Event. Please note that the recordings are listed in the order of the live agenda. This information is being provided only to customer registrants of this year’s event.  

Should you have any questions or require further information, please feel free to contact your Vision33 representative or email us at contact@vision33.com.

Sage and IT Customer Agenda Day 1 - Oct 13th

1:00-1:30p BST
8:00-8:30a EST
11:00-11:30a MST
10:00-10:30a PST
 
 
 
Keynote: We Are Now 10 Years Into The Future, Today
 

Speakers: Alex Rooney, Tony Whalen
The global pandemic has caused organizations to adopt technology, new work models and new business models at a pace that may have taken five to ten years, without a crisis to spur the change. So what do we do now? We continue to adapt, and to thrive in this next normal.


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1:30-2:00p BST
8:30-9:00a EST
11:30-12:00p MST
10:30-11:00a PST
 
 
 
Sage Keynote - David Rumer
 

Speaker: David Rumer - VP of Strategic Alliances, Sage
During the Sage Keynote, David will cover the evolution of the Office of Finance.  This session will include financial transformation approaches and the application of technology to facilitate the journey.  Creating value through data driven insight, the Tech Savvy CFO, and the future roles within the finance team will also be discussed.  This is a dynamic opportunity – and one to enjoy.


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2:00-2:45p BST
9:00-9:45a EST
12:00-12:45p MST
11:00-11:45a PST
 
 
 
Key Benefits of Running Sage 300 in the Cloud
 

Speaker: Ed Cooze - Vision33
Running Sage 300 in the cloud can give you piece of mind and productivity you never considered. Join us for this session to learn more about the key benefits.


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3:00-3:45p BST
10:00-10:45a EST
1:00-1:45p MST
12:00-12:45p PST
 
 
 
Sage Enterprise Intelligence
 

Speakers: Olivia Brown and Jasdeep Singh Bhogal - Tangerine Software, Heather Craig - Vision33
If you’ve been running Sage 300 for a while, you’ve got a lot of data. Transform that data into actionable insight with Sage Enterprise Intelligence. In this session we’ll provide an overview of the amazing things you can do with this solution.


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4:00-4:45p BST
11:00-11:45a EST
2:00-2:45p MST
1:00-1:45p PST
 
 
 
Sage CRM
 

Speaker: David Beard at Sage
If you want to get more out of your Sage300 system, you should be looking at Sage CRM (and attending this session). Staying close to your customers has never been more important, and Sage CRM makes that easier to do. And in today’s shifting sales environments, Sage CRM help you manage your prospects and pipeline with consistency and visibility.


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Sage and IT Customer Agenda

Day 2 - Oct 14th

1:00-1:45p BST
8:00-8:45a EST
11:00-11:45a MST
10:00-10:45a PST
 
 
 
Opening Keynote- Building Your Enterprise - Best of Breed Lives Again
 

Speaker: John Kincher - BDO
Having a plan for the technology you have today, and may need tomorrow, is essential. IoT, new kinds of automation, AI and machine learning are all here in some form or fashion. In this keynote John Kincher from BDO will be addressing how your company and your enterprise systems are going to benefit (or not) from these now and in future.


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2:00-2:45p BST
9:00-9:45a EST
12:00-12:45p MST
11:00-11:45a PST
 
 
 
Why Consider Intacct if you have Sage 300?
 

Speaker: Calvin O'Driscoll - Vision33
If you currently are running Sage300, it may make sense to look at Sage Intacct. When it comes to total cost of ownership, system availability and access and financial reporting, Sage Intacct may just work better for you. This session will give you the information to consider in your long-term IT strategy.

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Getting the Most out of Sage CRM
 

Speaker: David Beard - Sage
If you are currently using Sage CRM to manage your relationships, great. But you may be missing out on key features that can improve your productivity and results. Join David Beard from Sage as he takes you through some of the advanced features that you may not have gotten to yet.

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3:00-3:45p BST
10:00-10:45a EST
1:00-1:45p MST
12:00-12:45p PST
 
 
 
Sage 300 Tips and Tricks
 

Speaker: Joanne Snow - Vision33
It’s impossible for most customers to know everything they can do with Sage 300 – and the quickest way to do some things. In this session, Joanne Snow will expose some tips, hints and tricks for getting the most out of Sage 300.

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Connecting Your Enterprise Functions Seamlessly with Saltbox
 

Speaker: Gopal Viswanathan - Vision33
Spreadsheets; copy/paste, and hard-coded integrations just bog down your ability to flex with the business cycle. Join Gopal Viswanathan as he explains the advantages of an integration platform and what it can do to connect all your business systems to each other.

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4:00-4:45p BST
11:00-11:45a EST
2:00-2:45p MST
1:00-1:45p PST
 
 
 
Making Transactions Electronic - Getting People Out of the Flow
 

Speaker: Duncan Wyeth - iDocuments
Productivity gains are what iDocuments is all about. Let the machines do the routine day to day tasks so that you and your team can do more valuable work. This session is an introduction to iDocuments and how it can supercharge your processes.

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Securing Your Technology Environment
 

Speakers: Juan Burton, Ed Cooze -Vision33
Ransomware, hackers and bad-actors are everywhere. You may not think you're much of a target, but the 17 year old in a foreign land sees a payday in your systems and data. Juan and Ed will give you some key actions you can take today to help ensure you are not the next victim.

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Transforming Your Sales Channel with eCommerce
 

Speakers: Erik Aalbers - Shopify
If the pandemic has taught us anything, its that you need to have multiple ways to reach your customers and sell your products and services. Shopify is the leading eCommerce platform. Hear from their experts on the steps you can take to diversify your routes to market.

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Sage and IT Customer Agenda

Day 3 - Oct 15th

1:00-1:45p BST
8:00-8:45a EST
11:00-11:45a MST
10:00-10:45a PST
 
 
 
Opening Keynote: Resilience vs Efficiency in This Next Normal
 

Speaker: Lisa Anderson - LMA Consulting Group
Have we traded flexibility and resiliency for the sake of efficiency? And has that come back to haunt us in the last few months? Join Lisa to hear her take on this from years of experience in the field with clients.


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2:00-2:45p BST
9:00-9:45a EST
12:00-12:45p MST
11:00-11:45a PST
 
 
 
Still Doing it Manually? Here’s Why Tax Compliance Automation is Inevitable
 

Speaker: John Regan, Avalara
Still doing tax compliance manually? Up to speed on all the new tax laws, and their impact? Could your company be incurring new tax obligations, and not be aware? Learn how automating the compliance process increases efficiency and mitigates risk. Join our partner Avalara, the world leader in compliance automation, for this timely and informative session.

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Digital Transformation 101 - Process and Automation
 

Speaker: Jim Kofalt - DX4 Consulting
There’s a lot of talk about digital transformation; but what does it really mean for your business? In the first session of this three-part series, we’ll discuss ways to foster agility, operate more efficiently, and scale your business with integration and process automation.

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Technology as an Accelerant
 

Speaker: Derek Sullivan - Vision33
Companies often budget for technology as an expense with considering the overall impact on the company's bottom line. Thought of differently, a technology investment can shift your growth curve and reduce expenses at the same time. Join us for this session for new ways to consider technology investment and your business plan.

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3:00-3:45p BST
10:00-10:45a EST
1:00-1:45p MST
12:00-12:45p PST
 
 
 
How to Get Your Customers to Pay Their Invoices Faster!
 

Speaker: Matt Rogers - Century Business Solutions
Collecting payments is a necessary part of doing business. Unfortunately for many companies, it remains a manual and error-prone process that actually accrues more expenses and security threats. In this session, you will learn how to speed up the accounts receivable process, cut down on unnecessary costs associated with payment acceptance.

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Digital Transformation 102 - Business Models
 

Speaker: Jim Kofalt - DX4 Consulting
Digital transformation opens the door to different ways of doing business. In the second session of this three-part series, we’ll discuss how technology enables innovative new ways to do business, laying the foundation for long-term competitive advantage.

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4:00-4:45p BST
11:00-11:45a EST
2:00-2:45p MST
1:00-1:45p PST
 
 
 
Digital Transformation 103 - Culture
 

Speaker: Jim Kofalt - DX4 Consulting
In this final session on digital transformation, we'll talk about developing a culture of innovation, bringing together great people, products, and processes to create a high-performance organization.

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Technology Trends for 2021
 

Speaker: Jeff Carr - Ultra Consulting
What are the technology trends for mid-sized and growing businesses that you can expect to see accelerate in 2021. What's just hype and what's real, and impactful, for your business?

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Best Practices to Support Your User Community
 

Speaker: Dean Garrison - Vision33
Sometimes the biggest obstacle to success is know where to go to get the right answer. Join Dean Garrison from Vision33 as he discusses the best ways to provide quick and accurate support to your technology user community.

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The Speakers