Acumatica Summit
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Sessions & Training

We are looking forward to having you join us for the Acumatica Summit. To learn more about the content being prepared, we welcome you to read through the session briefs provided below.

Customer Track (Monday - Tuesday)

Take your place in the Acumatica customer ecosystem by joining Acumatica staff and other customers to explore their successes with Acumatica. Network with others in your industry, learn about available resources to help tackle your issues, and receive customer-specific training. Make a contribution by suggesting product improvements and sharing lessons learned.

Monday, January 29

Acumatica Productivity Tips and Tricks for New Users

Everyone loves a shortcut. We’ll show you how to complete the tasks you perform every day more easily—finding information faster, sorting grids more quickly, formatting data, and more. These are tips you can’t afford to miss.

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Why Keep Acumatica Up-to-Date?

Not keeping your system up-to-date exposes your organization to security risks and leaves you behind on functionality. Join us to learn how Acumatica allows you to update your software and what role you should play in planning an upgrade.

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Managing Acumatica Customizations the Easy Way

You don’t have to be a hardcore developer or programmer to customize Acumatica. Find out how you or your partner can reliably customize your system—and how involved your IT team should be.

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How Customer Service and Support Can Benefit from CRM

Acumatica CRM goes beyond sales and marketing by making information about customers and their orders available to everyone. This will not only enhance your upselling and continued selling, but also benefit your customer support operations. Learn how to create cases, respond to queries, and more.

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Cross-Industries Roundtable

Hear about the successes your peers have had with Acumatica—and take part in a Q&A session with Acumatica staff. We’ll discuss the core functionality that all industries can use, including Acumatica Financial Management, Customer Management, Human Resources, Power BI, and other reporting tools.

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Product-Centric Roundtable

Hear about the successes your peers have had with Acumatica—and take part in a Q&A session with Acumatica staff. This group discussion will be of interest to distributors, manufacturers, and any other customers who deal with products. Join us as we discuss the common functionality that a product-centric business can use: Inventory, Purchasing, Warehousing, Barcoding, Shipping, BOM/Routings, Production Scheduling, MRP, Estimating, EDI, and Third-Party Extensions.

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Tuesday, January 30

Storefronts, Marketplaces, and Customer Portals

Today’s customers do a lot of research before they’re ready to buy. Are you offering them the ability to get product information, see your pricing, and even place orders? Learn how you can do all of this with Acumatica.

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Generating More Leads Through Websites and Email Campaigns

Everyone has a website. Email campaigns are common. But are these channels effective? Learn how to get the most out of your online marketing as you generate leads and nurture existing leads.

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Branding Through Blogging and Social Media

Blogging allows you to share ideas with your prospects and demonstrate your knowledge of topics they’re interested in. And that goes hand in hand with social media used to promote events, blogs, and successes. Learn how to use this relatively free (and powerful) channel to build your brand.

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Services-Centric Roundtable

Hear about the successes your peers have had with Acumatica—and take part in a Q&A session with Acumatica staff. We’ll discuss the Acumatica functionality that services-centric businesses use every day. These businesses include professional services (project accounting and project management), repair services (field service management), and business services (including non-profit and property management) firms.

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Selling-Centric Breakout

Hear about the successes your peers have had with Acumatica—and take part in a Q&A session with Acumatica staff. We’ll discuss the core Acumatica functionality that selling-centric businesses can use, including Point of Sale, eCommerce, Marketplaces, Payment Solutions, and EDI. Come and suggest ways to improve our product—and share the lessons you learned during your implementation process.

Developer Track (Monday - Tuesday)

New this year we have dedicated track of sessions just for Developers! We are very excited. Whether you are just starting your cloud journey with Acumatica or an expert Acumatica partner developer, writing application code with Acumatica for years, you can learn something new about our xRP Platform by attending the Developer Track at Acumatica Summit 2018. This will be an action packed, two days with 8 breakout sessions. You’ll hear from Acumatica Developers, Partners, and even get a chance to ask anything you want with in an exclusive session with our CTO – “Ask Mike Anything”. We will share great stories and a myriad of developer tips & tricks to gain insights into best practices and efficient programing techniques on our platform.

Monday, January 29

Connecting Clouds with Web-Services

Connecting applications is a critical function of ERP. Learn how Acumatica helps you thrive in a connected cloud world through the use of SOAP and REST APIs. We’ll explain how to extend and optimize APIs to meet the needs of any organization.

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Acumatica Developer Tips and Tricks

Receive great practical advice, while learning some great tips & tricks from Acumatica developers to keep you productive & efficient in your development efforts – whether you’re new to the platform or a seasoned veteran. This session will cover a full range of topics – from setting up your dev environment and learning the platform to planning, testing, and supporting your applications.

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Lightning Sessions Part I and II

Introducing a new Developer Lightning session at this year’s summit. This is like a sampler. Join us at this session for several quick-hitting impactful talks in one session. Each of the 12 minute presentations will be led by senior developers from Acumatica’s technical team and key partners sharing some important lessons learned and their projects built on the Acumatica xRP Platform. If you enjoy the style of Ted-Talks, you’ll love our lightning sessions.

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Tuesday, January 30

xRP Framework Fundamental

Acumatica Cloud xRP platform serves as the foundation that enables developers to develop customizations, integrate with external systems and build add-on solutions to Acumatica Cloud ERP. This session will focus on providing an overview of the xRP Platform Development Framework – Webservices, APIs, and development tools and services.

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Mobile Framework Capabilities

Explore the future of anywhere, anytime access to data using the Acumatica mobile framework. You’ll see how to add a custom screen to the mobile sitemap. In the process you will learn the benefits of the new Mobile Sitemap Development Language (MSDL) and see how to take advantage of mobile features such as GPS tracking, signature capture, barcode scanning, directions, phone calls, dashboards, and other applications without the need for iOS or Android development resources.

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Acumatica AMA - Ask Mike Anything

In this fun and interactive session, Ajoy (VP Platform) will host a session with Mike (CTO) in an open “Ask Me Anything” style session. Bring your easy and hard questions on all things Acumatica platform. Stump Mike with your technical question and you will win a prize.

Marketing Track (Monday - Tuesday)

The role of marketing continues to evolve.  We have seen a rise in social media, big-data analytics, mobile marketing and inbound marketing.   The success of your company increasingly relied on the connection between sales and marketing.

We encourage marketing teams to attend this track to  receive a full marketing and sales funnel approach to achieving 2018 goals.  We will increase your understanding and knowledge about available tools and strategies. You will receive insight into Acumatica customer segmentation and practices, marketing strategies that generate leads, industry and compete data, as well as understanding about utilizing analytics to drive sales.

Monday, January 29

Acumatica’s 2018 Marketing Overview

Don’t miss this overview of the Acumatica 2018 marketing strategy and plans. You’ll see how Acumatica is investing to build our brand, generate net new leads, and enable our partner ecosystem.

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Product Marketing: Go-to-Market Strategy and Plans

Join us for an overview of Acumatica’s product marketing programs and assets. You’ll learn about our vertical go-to-market approach, how we map content to the customer journey, and competitive insights.

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Digital Strategy: Optimizing Across Paid, Earned, and Owned Channels

Hear what Acumatica has learned in 2017 across the mechanics of lead generation, offer management, and content mapping. We’ll describe how we’re evolving the lead referral program to better meet the needs of our partners. Several of your peers will share practical examples of their digital marketing successes and struggles.

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Social Media ROI: How to Measure Success and Track the Right KPI’s

Are you wanting to get further into the social media world for your company, but are unsure of how to measure success and track ROI? Do you struggle investing in something that seems like a black box of money without much insight into the return it’s bringing for your business? Come to this session and hear from the team at BrandGlue, Acumatica’s premier social media agency, on how to setup your goals, measure and track the correct KPI’s, and know the ROI that your investment in social media will bring.

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Tuesday, January 30

Why Vertical?

Discover how going vertical in your sales and marketing strategy can drive growth for your business. In this joint session for sales and marketing personnel, we’ll also discuss various account-based marketing tools and show you how to leverage the power of an account-based sales and marketing approach.

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How to “Acumatica-ize” Your Website

Get your website ready for Acumatica using the Acumatica Website Checklist and Onboarding Checklist. You’ll come away with 30 marketing tips in 30 minutes.

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Proving Your Worth: How to Measure Marketing Effectiveness

Are you struggling to show the value that marketing is providing to your business? Join us to understand the marketing KPIs and industry benchmarks that can help you measure and optimize your efforts.

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Partners: Support Your Efforts with Acumatica Marketing Programs in 2018

Hear how Acumatica Marketing is evolving to better meet the needs of our partners across our programs. We’ll outline the programs we offer and explain how you can take advantage of them.

Product Track (Monday - Tuesday)

Acumatica Cloud ERP is vast product and always improving.  Learning about the recent changes and the inner workings of functionality and the Acumatica platform, can help your organization to maximize the benefits gained from the solution.  Topics in the track will include, the Acumatica xRP development platform, implementation best practices, integration with other systems, analytics, tips and tricks, and a variety of Acumatica Mobile topics.  Take your understanding of Acumatica Cloud ERP to the next level by attending these sessions.

Monday, January 29

Connecting Clouds with Web Services

Connecting applications is a critical function of ERP. Learn how Acumatica helps you thrive in a connected cloud world through the use of SOAP and REST APIs. We’ll explain how to extend and optimize APIs to meet the needs of any organization.

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Customizing Acumatica without Coding

Learn how to customize an Acumatica deployment—even if you don’t have hardcore development skills. We’ll show you how to add custom fields, modify screens, create new screens, and modify existing business logic using only Acumatica web tools.

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New Features in Acumatica 2018 R1

In this session we demonstrate several new features of Acumatica 2018 R1. Additional session details will be available after Jan 8 due to the proprietary nature of the content.

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What's New in Field Service and Manufacturing Editions

See the latest features and functions of the Acumatica Manufacturing and Field Services Editions. Gain an understanding of how the new features will benefit your business.

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Tuesday, January 30

Tips, Tricks and Workarounds

Discover the commonly requested tips and tricks that can help you get the most out of Acumatica. We’ll cover navigation shortcuts, undocumented features, fast and accurate data entry, insights into known issues, and how to use top external tools.

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Mobile Framework Capabilities

Explore the future of anywhere, anytime access to data using the Acumatica mobile framework. You’ll see how to add a custom screen to the mobile sitemap. In the process you will learn the benefits of the new Mobile Sitemap Development Language (MSDL) and see how to take advantage of mobile features such as GPS tracking, signature capture, barcode scanning, directions, phone calls, dashboards, and other applications without the need for iOS or Android development resources.

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Implementation Best Practices

Software implementations fail for variety of reasons – including unrealistic expectations, poor requirements definition, inadequate resources, unrealistic budgets and schedules, poor project management, lack of project management methodology, and poor communication. Join us to learn about fixed price implementation strategies and recommended tools based on best practices we have observed across partner implementations.

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Data at Your Fingertips

Acumatica reporting tools allow you to expose data through dashboards, mobile devices, and external business intelligence tools. In this session we describe and demonstrate the capabilities of the various reporting tools in Acumatica.

Sales Track (Monday - Tuesday)

Hear firsthand from our Partner Account Managers, Sales Engineers and Partners as they share amazing, ‘in the trenches’ experiences. Attend these sessions and uncover why we’ve won and lost past sales opportunities in a year where we are again on track to double our growth. In a year full of product launches, mergers and acquisitions, find out what that means for Acumatica and our partner eco-system. Last but not the least, we will also feature key ISVs that have played pivotal roles in our growth. You don’t want to miss this track!

Monday, January 29

Selling with ISVs: Opportunities and Challenge

ISVs give you a unique way to craft a winning solution that can help you win deals. Join us as we focus on the opportunities and challenges you’re most likely to encounter.

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The Modern Implementation Proposal Outlook

The implementation proposal is probably the most important aspect of your overall proposal. Come and learn how to craft a proposal that is truly modern and provides a win-win for everyone involved.

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Competition Landmines—and How We’ll Win

Want to win lots more deals? The key is to know your competition really well—and to lay systematic landmines for them. This session will show you how.

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New Products and Pricing Workshop

This is a “must-attend” session for everyone who’s involved in selling. We’ll go in-depth on Acumatica’s new SKUs and pricing.

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Tuesday, January 30

Why Vertical?

Discover how going vertical in your sales and marketing strategy can drive growth for your business. In this joint session for sales and marketing personnel, we’ll also discuss various account-based marketing tools and show you how to leverage the power of an account-based sales and marketing approach.

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The Modern VAR: Structuring for Success

Principals and lead executives at VAR organizations shouldn’t miss this session. We’ll focus on how to structure your business for success as a modern VAR.

Training Sessions (Wednesday - Friday)

Acumatica training sessions will take place Wednesday January 31 st – Friday, February 2nd, 2018.  Please continue reading to learn more about the available options, course descriptions and prerequisites.

Acumatica Manufacturing Edition (powered by JAAS Systems)

What’s Covered: The Acumatica Manufacturing Edition, powered by JAAS Systems, course is three days of training providing an overview of the manufacturing markets where the product fits best, hands-on exercises, and will cover the functionality of the Manufacturing Edition, as well as the integration into the other Acumatica Cloud ERP Suites.  Attendees will receive in-depth training on software installation, and the setup and configuration of the Manufacturing Edition; as well as more detailed system management including, but not limited to, installation of software updates/upgrades and troubleshooting and the more advanced features of the Acumatica Manufacturing Edition.

Partner Certification Program: These sessions are based on the materials of the M200 Acumatica Manufacturing Edition course, which is available at the Partner University. Upon completion of the course, you can pass the M200 Acumatica Manufacturing online certification exam — component of the Manufacturing Business Consultant Badge.* Please note that to get the Manufacturing Business Consultant Badge you should achieve the Distribution Business Consultant Badge first.

Who Should Attend:

  • Business consultants with an interest in the manufacturing sector and desire to implement this specific vertical solution
  • Customers who plan to implement Acumatica for managing manufacturing

Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

  • Wed, Jan 31, 2018 8:30 AM – 05:45 PM PDT
  • Thu, Feb 01, 2018 8:30 AM – 05:45 PM PDT
  • Fri, Feb 02, 2018 8:30 AM – 05:45 PM PDT

Instructor:  Stephen Hennelly, Director of Professional Services at JAAS Systems; John Schlemmer, Chief Operating Officer at JAAS Systems

Stephen is responsible for managing the overall team of implementation, training and support services for JAAS Systems. Stephen has over 6 years of experience in ERP professional services. He brings expertise in the areas of finance, distribution, manufacturing and product configuration. Stephen excels in providing customers with high quality project management; including training, implementation and support services. He has logged thousands of hours implementing ERP systems and then supporting those systems to high customer standards.

Stephen holds a Bachelor’s Degree in Management Information Systems from Ohio University.

John is responsible for the overall strategic direction and vision of JAAS Systems; as well as leading the product development, professional services, marketing, channel and direct sales departments. John has over 30 years of experience in the sales, marketing, and services of Manufacturing ERP and Supply Chain Execution software; marketing these technology products and services to high-growth, emerging, mature and competitive enterprises. His specialty is in building and managing sales and services organizations; both direct and through channel.

Prerequisites

  • Online course: D100 Distribution: Basic**
  • You need to be familiar with the Acumatica interface and basic system operation
  • The Acumatica Distribution Business Consultant badge

* Please Note: Examination time is not included in training session time.

** You can complete the course at Partner University or Acumatica Open University.

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Commerce/Magento Sales and Integration Training

What’s Covered:

This training program describes how to position, sell and implement Acumatica Ecommerce Edition. The materials are designed to cover the eCommerce market, functionality of the Commerce Edition (Connectors and Product Configurator), and integration with market places (Amazon, eBay, etc.).  Attendees will also receive in-depth training on the discovery process, components of the Commerce Edition including the Connector and Configurator, etc.

This course will also cover setting up the distribution module specific to eCommerce (Loyalty Points, Gift Cards, Kits), and also includes hands-on exercises covering imports for Product Configurator, Installation and Updates/Upgrades.

At the end of the session, attendees will also receive their own Magento Demo platform and setup.

Partner Certification Program: These sessions are based on the materials of the E310 Commerce Sales Techniques and R310 Commerce Pre-Sales Techniques courses, which are available at the Partner University. Upon completion of the courses, you can pass the E310 Commerce Sales Techniques and R310 Commerce Pre-Sales Techniques online certification exams — components of the Commerce Sales Consultant Badge and Commerce Pre-Sales Engineer Badge.*

Who Should Attend:

  • Salespeople, and business consultants who plan to sell Acumatica to the Ecommerce/Distribution Vertical.
  • Pre-sales engineers who want to demonstrate the commerce edition, and Implementation engineers with experience in distribution and who plan to implement Acumatica for customers in the Ecommerce space.

Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

  • Wed, Jan 31, 2018 8:30 AM – 05:45 PM PDT
  • Thu, Feb 01, 2018 8:30 AM – 05:45 PM PDT
  • Fri, Feb 02, 2018 8:30 AM – 05:45 PM PDT

Instructor: Rahul Gedupudi, CEO, Kensium Solutions

Rahul is an entrepreneurial innovator with over 10 years of experience in helping customers in areas of eCommerce, Internet Marketing, and ERP integrations. Having been a consultant, business owner, and a technical architect for startups as well as major companies, he understands how businesses operate, and has skills to focus on nearly every aspect of the ecommerce universe.

A talented information technologist with a gift for translating ideas into technological reality, He has a Master’s degree in Computer Science from Illinois State University and a Bachelor’s degree in Computer Engineering from Mumbai University, India.

Rahul has over 15 years of IT development and Project/Program Management experience in various industries.

Prerequisites

  • None

* Please Note: Examination time is not included in training session time.

Continuing Professional Education

Program knowledge level: Basic

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 24

For more information regarding administrative policies—such as refunds, cancellations, and complaints—please contact Acumatica at 1-888-228-8300.

* We offer CPE credits for this course if you attend the course with the instructor in a class. To get the certificate with confirmed CPE credits, after the session is complete, please send a request to training@acumatica.com.

National Registry Statement

Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

 

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CRM

What’s Covered: From this course, you will learn how to use Acumatica ERP for handling key business processes related to customer relationship management. You will see how different groups of users, such as marketing personnel, salespersons, and support specialists, can use the CRM functionality in Acumatica ERP. The course will walk you through the fundamentals of how to work with leads and contacts, including how to nurture them to sales-ready opportunities. Also, the course will give you an understanding of how to execute a successful marketing campaign and analyze statistical information through dashboards and generic inquiries. A lot of attention is paid to work with customer cases, both billable and non-billable. Finally, you will learn how you can work and communicate with your customers by using Acumatica Self-Service Portal.

Partner Certification Program: These sessions are based on the materials of the C100 Customer Management course, which is available at the Partner University. Upon completion of the course, you can pass the C100 Customer Management online certification exam — component of the CRM Business Consultant Badge.*

Who Should Attend:

  • Business consultants who plan to implement Acumatica for CRM processes for their customers.
  • Customers who plan to implement Acumatica for CRM processes.

Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

  • Wed, Jan 31, 2018 8:30 AM – 05:45 PM PDT
  • Thu, Feb 01, 2018 8:30 AM – 05:45 PM PDT
  • Fri, Feb 02, 2018 8:30 AM – 05:45 PM PDT

Instructor: Nancy Carriere, Presales Specialist, Acumatica

Nancy joined Acumatica in early 2016 and has been involved in the software industry for over 20 years. She has extensive expertise in sales, services, business, training/education, and accounting. Before joining Acumatica, Nancy owned an accounting and tax firm where she worked in multiple roles including management consulting and partner management. Nancy has also worked in numerous startups as well as larger organizations.

Nancy holds a Bachelor of Science (BS) degree in Business from San Francisco State University.

Prerequisites

  • None

* Please Note: Examination time is not included in training session time.

Continuing Professional Education

Program knowledge level: Basic

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 24

For more information regarding administrative policies—such as refunds, cancellations, and complaints—please contact Acumatica at 1-888-228-8300.

* We offer CPE credits for this course if you attend the course with the instructor in a class. To get the certificate with confirmed CPE credits, after the session is complete, please send a request to training@acumatica.com.

National Registry Statement

Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

 

 

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Customization Platform

What’s Covered: This course introduces you to Acumatica Customization Platform and customization tools. During the course, you’ll follow the steps to develop a sample customization project—starting from business requirements and finishing with the deployment of customization to the target system. During implementation, you’ll discuss the customization design principles and technical approaches. And in the end, you’ll learn how to:

  • Develop, debug, test, and deploy customizations
  • Build custom screens and extension libraries
  • Work with customization code in Visual Studio.

Partner Certification Program: These sessions are based on the materials of the T300 Acumatica Customization Platform course, which is available at the Partner University. Upon completion of the course, you can pass the T300 Acumatica Customization Platform online certification exams — components of the Application Developer Badge.*

Who Should Attend:

  • Application developers who build customizations for Acumatica

Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

  • Wed, Jan 31, 2018 8:30 AM – 05:45 PM PDT
  • Thu, Feb 01, 2018 8:30 AM – 05:45 PM PDT
  • Fri, Feb 02, 2018 8:30 AM – 05:45 PM PDT

Instructor: Ruslan Devyatko, Lead Developer Support Engineer at Acumatica

Ruslan is a passionate evangelist and collaborator with over 7 years of experience designing and developing Desktop and web Applications for enterprise business systems. Ruslan was also the founder and CTO of Innorage, a startup that specialized in the development of spreadsheet applications for small and mid-size businesses. Prior to Innorage, Ruslan was a project manager for AnswerPRO and was responsible for the development of a software product for the Russian government.

Ruslan graduated from the National Research Nuclear university MEPhI and also holds a Master of Science degree in system Analysis from the Moscow Institute of Physics and Technology.

Prerequisites

  • Online courses: T100 Introduction to Acumatica Framework and T200 Acumatica Framework Fundamentals**
  • Proficiency with C# language and knowledge of the main concepts of ASP.NET and Web Development is required for this course.
  • Experience with SQL Server and IIS is required for this course.

* Please Note: Examination time is not included in training session time.

You can complete the course at Partner University or Acumatica Open University.

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Distribution Intermediate

What’s Covered: You will learn advanced configuration and use of the distribution modules of Acumatica ERP, including how to:

  • Configure multiple warehouses and warehouse locations for use in the distribution modules
  • Use valuation methods: standard cost, FIFO, and specific identification
  • Compose inventory kits and further process them in the system
  • Allocate stock items for sales orders
  • Process transfers, drop-ships and purchase to orders

Also, you will explore inventory replenishment methods and processes.

Partner Certification Program: These sessions are based on the materials of the D200 Distribution: Intermediate course, which is available at the Partner University. Upon completion of the course, you can pass the D200 Distribution: Intermediate online certification exams — components of the Distribution Business Consultant Badge.*

Who Should Attend:

  • Business consultants who work with new customers to implement the Inventory, Purchase Orders, and Sales Orders modules included in the Distribution suite of Acumatica
  • Customers who use or plan to implement the Inventory, Purchase Orders, and Sales Orders modules included in the Distribution suite of Acumatica

Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

  • Wed, Jan 31, 2018 8:30 AM – 05:45 PM PDT
  • Thu, Feb 01, 2018 8:30 AM – 05:45 PM PDT
  • Fri, Feb 02, 2018 8:30 AM – 05:45 PM PDT

Instructor: Luis Pingarron, ERP Solutions Consultant at Acumatica

Luis Pingarron is an experienced professional with over 15 years in the ERP consulting industry. He has been with Acumatica for 4 years, first as a consultant and now a full-time Support Consultant working with partners in their ongoing implementation and other support needs. Prior to Acumatica, Luis was based out of Mexico working as a Consulting Manager for SAP Business One and has several successful implementations on Microsoft Dynamics SL to his credit. Luis holds a bachelor degree in Information Systems from ITESM in Mexico City

Prerequisites

  • Online course: D100 Distribution: Basic**

* Please Note: Examination time is not included in training session time.

** You can complete the course at Partner University or Acumatica Open University.

Continuing Professional Education

Program knowledge level: Intermediate

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 24

For more information regarding administrative policies—such as refunds, cancellations, and complaints—please contact Acumatica at 1-888-228-8300.

* We offer CPE credits for this course if you attend the course with the instructor in a class. To get the certificate with confirmed CPE credits, after the session is complete, please send a request to training@acumatica.com.

National Registry Statement

Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

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Field Service Management

What’s Covered: This course introduces you to the three modules in the Services Suite: The first is the Service Management module, in which you will learn to create service orders, schedule appointments, use the calendar boards, integrate with the Sales Orders, Accounts Receivable, CRM, and Time & Expenses modules, and in general take full advantage of all the options the Service Management offers. In the Equipment Management module, you will learn to create model equipment, create target equipment from Sales Orders, and to configure contracts and schedules. Finally, in the Routes Management module, you will learn how to create and configure recurring routes through route contracts and route schedules, as well as all the options a route offers like create, move or delete route appointments or see the routes on the Routes on Map form.

Partner Certification Program: These sessions are based on the materials of the V100 Service Management course, which is available at the Partner University. Upon completion of the course, you can pass the V100 Service Management online certification exams — components of the Field Service Business Consultant Badge.*

Who Should Attend:

  • Business consultants who work with new customers to implement the Service Management, Equipment Management, or Routes Management modules, included in the Services suite of Acumatica
  • Customers who plan to implement Acumatica for service management

Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

  • Wed, Jan 31, 2018 8:30 AM – 05:45 PM PDT
  • Thu, Feb 01, 2018 8:30 AM – 05:45 PM PDT
  • Fri, Feb 02, 2018 8:30 AM – 05:45 PM PDT

Instructor: Anacarina Calvo, Product Manager of the Field Service Management at Acumatica

Prior to the acquisition of the Service Management by Acumatica, Anacarina worked for more than two years at Devesoft (M5) as a Sales Engineer, Roadmap Manager, leader of Implementations and leader of QA and Testing.  She was also in charge of Documentation, Demo Data and Trainings of the Service Management. Now Anacarina is Product Manager of the Service Management and is very enthusiastic about the changes and improvements coming to the Services suite.

Anacarina holds a Bachelor or Engineering Degree in Computer Science from Simon Bolivar University in Caracas, Venezuela.

Prerequisites

  • An understanding of generally accepted accounting principles (GAAP) is required for this course. Also, you should be familiar with the main concepts of financial accounting, including the chart of accounts, general ledger, financial documents (such as invoices and bills), and financial reports.

* Please Note: Examination time is not included in training session time.

Continuing Professional Education

Program knowledge level: Basic

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 24

For more information regarding administrative policies—such as refunds, cancellations, and complaints—please contact Acumatica at 1-888-228-8300.

* We offer CPE credits for this course if you attend the course with the instructor in a class. To get the certificate with confirmed CPE credits, after the session is complete, please send a request to training@acumatica.com.

National Registry Statement

Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

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Financial Intermediate and ARM Reports

What’s Covered: This training course takes the next step after the F100 Financials: Basic course. You will learn advanced configuration and use of the financial modules of Acumatica ERP and data migration, including how to:

  • Configure branches, subaccounts and Inter Branch accounts for use in the financial modules
  • Importing initial go-live data into the system (i.e., importing trial balances, vendor and customer accounts, and open documents)
  • Prepare budgets, perform bank reconciliation, maintain vendors and customers price lists, and configure and process automatic credit card payments.
  • Design and prepare financial reports (ARM)

Partner Certification Program: These sessions are based on the materials of the F200 Financials: Intermediate and F350 Financials: ARM Reports courses, which are available at the Partner University. Upon completion of the course, you can pass the F200 Financials: Intermediate and F350 Financials: ARM Reports online certification exams — components of the Business Consultant Badge.*

Who Should Attend:

  • Business consultants who implement the main financial modules of Acumatica.
  • Customers who use or plan to implement the main financial modules of Acumatica.

 Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

  • Wed, Jan 31, 2018 8:30 AM – 05:45 PM PDT
  • Thu, Feb 01, 2018 8:30 AM – 05:45 PM PDT
  • Fri, Feb 02, 2018 8:30 AM – 05:45 PM PDT

Instructor: Anand Panchamia, Support Manager at Acumatica

Anand works on the support and implementation services team at Acumatica. With over 10 years of experience in the mid-sized enterprises, Anand has successfully spear headed several projects and helped numerous customers through their Go Lives.

Prior to joining Acumatica, Anand wore multiple hats in the customer operations division at Everest Software Inc., a product based ERP company. He was also instrumental in implementing iSeries based Manhattan’s Warehouse Management System for Feld Entertainment’s distribution center.

Anand holds a Bachelor’s degree in Commerce from the University of Mumbai, India.

Prerequisites

  • Online course: F100 Financials: Basic**
  • A course requires at least one year experience with Acumatica.
  • Basic understanding of other financial reporting engines like FRX and other such tools is required

* Please Note: Examination time is not included in training session time.

** You can complete the course at Partner University or Acumatica Open University.

Continuing Professional Education

Program knowledge level: Intermediate

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 24

For more information regarding administrative policies—such as refunds, cancellations, and complaints—please contact Acumatica at 1-888-228-8300.

* We offer CPE credits for this course if you attend the course with the instructor in a class. To get the certificate with confirmed CPE credits, after the session is complete, please send a request to training@acumatica.com.

National Registry Statement

Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

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Pre-Sales Training and Workshop

What’s Covered: In this course, you’ll explore best practices for demo site preparation and discuss real life examples of past successes and failures with Acumatica presales engineers. Through hands-on learning of demo skills and crimes, instructors will teach best practices for demonstrations as well as habits that should be avoided during a live demo. Instructors will also take attendees through the basic functionality required for an overview demo of Acumatica (navigation, dashboards, order to invoice, reporting). Participants will then recreate their own 25-30-minute demos using the correct click-throughs and talking points in order to pass the class. Please note: this class is not intended to provide deep Product Training, but rather is focused on teaching the skills required to successfully conduct a demonstration of Acumatica.

Partner Certification Program: These sessions are based on the materials of the R100 Demo and Discovery Skills, R150 An Introduction to Acumatica, and R250 Pre-Sales Engineer Demo Skills courses, which are available at the Partner University. Upon completion of the course, you can pass the R100 Demo and Discovery Skills, R150 An Introduction to Acumatica, and R250 Pre-Sales Engineer Demo Skills online certification exams — components of the Pre-Sales Engineer Badge.*

Who Should Attend:

  • Consultants who want to learn how to successfully demonstrate Acumatica Cloud ERP software

Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

  • Wed, Jan 31, 2018 8:30 AM – 05:45 PM PDT
  • Thu, Feb 01, 2018 8:30 AM – 05:45 PM PDT
  • Fri, Feb 02, 2018 8:30 AM – 05:45 PM PDT

Instructor: Tom Costa, Senior Partner Enablement and Presales Specialist, Acumatica

Tom Costa is a business management software expert with more than 30 years of industry experience. He has worked for SAP, INFOR, SAGE and Great Plains Software, specializing in solutions for small to midsized enterprises. He continually works with partners to assist them in presenting solutions to their prospects.

Prerequisites

  • None

* Please Note: Examination time is not included in training session time.

Continuing Professional Education

Program knowledge level: Basic

Delivery method: Group Live program*

NASBA field of study: Communications and Marketing

Maximum number of CPE credits that may be earned by the participant: 24

For more information regarding administrative policies—such as refunds, cancellations, and complaints—please contact Acumatica at 1-888-228-8300.

* We offer CPE credits for this course if you attend the course with the instructor in a class. To get the certificate with confirmed CPE credits, after the session is complete, please send a request to training@acumatica.com.

National Registry Statement

Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

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Project Accounting

What’s Covered: This course will equip you with the necessary skills to implement and manage project accounting processes in the system. You will learn to set up projects with fixed price billing and time and material billing models; you will learn to define and use employee-specific project rates and work type-specific rates for billing; you will learn the tools that are provided in the Projects module for profitability analysis of projects.

What’s new: Substantial improvements have been made to the Projects module in Acumatica 2017R2. The course is brand-new and designed based on the latest functionality of Project Accounting that is available in version 2017R2.

Partner Certification Program: These sessions are based on the brand-new materials of the P200 Project Accounting course, which is available at the Partner University. Upon completion of the course, you can pass the P200 Project Accounting online certification exam — component of the Project Accounting Business Consultant Badge.*

Who Should Attend:

  • Business consultants with experience working with Acumatica main financial modules and plan to implement Acumatica for project accounting processes for their customers.
  • Customers with experience working with Acumatica main financial modules and plan to maintain and/or use Acumatica for project accounting processes.

Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

  • Wed, Jan 31, 2018 8:30 AM – 05:45 PM PDT
  • Thu, Feb 01, 2018 8:30 AM – 05:45 PM PDT
  • Fri, Feb 02, 2018 8:30 AM – 05:45 PM PDT

Instructor: Ekaterina (Kate) Stepalina, Product Manager (Distribution & Project Accounting) at Acumatica

Kate has been working as analyst in software engineering industry for more than seven years. In Acumatica, she has designed and developed the training courses in Financials, Distribution, and Platform areas of the product. She has built the team of training course developers and contributed a lot to the product quality and education. During the recent time, Kate has been working as product manager-analyst focused mainly on the Project Accounting functionality of Acumatica.

Ekaterina holds a Bachelor Degree in System Analysis and a Master Degree in Software Project Management from National Research University Higher School of Economics (HSE), Moscow.

Prerequisites

  • Online course: F100 Financials: Basic**

* Please Note: Examination time is not included in training session time.

**You can complete the course at Partner University or Acumatica Open University.

Continuing Professional Education

Program knowledge level: Basic

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 24

For more information regarding administrative policies—such as refunds, cancellations, and complaints—please contact Acumatica at 1-888-228-8300.

* We offer CPE credits for this course if you attend the course with the instructor in a class. To get the certificate with confirmed CPE credits, after the session is complete, please send a request to training@acumatica.com.

National Registry Statement

Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

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Sales Methodology

What’s Covered: In this session, you’ll explore best practices and sales methodology for selling more Acumatica deals, as well as our sales on-boarding content. The goal of this class is to equip students with the knowledge required to position and sell Acumatica in today’s competitive landscape. The class involves real life examples, hands-on exercises, student presentations, and deep collaboration among the participants.

The class is required for partners to achieve Silver and Gold certification status.

Partner Certification Program: These sessions are based on the materials of the E100 Partner Onboarding and E200 Presenting Acumatica – Sales Presentation courses, which are available at the Partner University. Upon completion of the course, you can pass the E100 Partner Onboarding and E200 Presenting Acumatica – Sales Presentation online certification exams — components of the Sales Consultant Badge.*

Who Should Attend:

  • Anyone who sells Acumatica Cloud ERP whom has not attended this class in person.**

**Don’t miss this in-person class just because you completed the online version on your own. The in-person version value is the added collaboration, team exercises, and practice presentations, Q&As, and instructor lead learning. You will not regret attending it.

Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

  • Wed, Jan 31, 2018 8:30 AM – 05:45 PM PDT
  • Thu, Feb 01, 2018 8:30 AM – 05:45 PM PDT
  • Fri, Feb 02, 2018 8:30 AM – 05:45 PM PDT

Instructor: Sean Chatterjee, VP Partner Sales at Acumatica

Sean Chatterjee has more than 15 years of experience in the Business Applications space, but primarily in the ERP market for the SMB. Prior to Acumatica, Sean was the Director of Business Development at Altum, a consulting firm working with the Federal Government and Non Profits.

Before Altum, Sean was also part of the team at Sage North America as a National Account Manager and spent close to a decade at Everest Software, developer of a mid-market completely integrated ERP product. In his tenure at Everest, Sean worked in multiple roles – including being the lead Sales Consultant as well as the Director of the New Business Sales Team for North America.

Sean holds a Bachelor of Engineering (BE) Degree in Electronics, from University of Pune, India.

Prerequisites

  • Prior review of the sales on-boarding content will be highly beneficial, but not mandatory.

* Please Note: Examination time is not included in training session time.

Continuing Professional Education

Program knowledge level: Basic

Delivery method: Group Live program*

NASBA field of study: Communications and Marketing

Maximum number of CPE credits that may be earned by the participant: 24

For more information regarding administrative policies—such as refunds, cancellations, and complaints—please contact Acumatica at 1-888-228-8300.

* We offer CPE credits for this course if you attend the course with the instructor in a class. To get the certificate with confirmed CPE credits, after the session is complete, please send a request to training@acumatica.com.

National Registry Statement

Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

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System Administration

What’s covered: This course will walk you through installation and maintenance of the Acumatica application. You will learn how to install and maintain the Acumatica application by applying updates, updating reports, managing user security, and customizing the look and feel of the application. You’ll also gain necessary skills to manage features, wikis, and various file attachments and to configure storage settings. And finally, you will discover how to monitor performance, troubleshoot, and manage customizations.

Partner Certification Program: These sessions are based on the materials of the S100 System Management | Basic and S200 System Management | Intermediate courses. Upon completion of the course, you can pass the S100 System Management | Basic and S200 System Management | Advanced online certification exams — components of the System Administrator Badge.*

Who Should Attend:

  • Business consultants who implement Acumatica for new customers.
  • Customers who plan to implement Acumatica.

Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

  • Wed, Jan 31, 2018 8:30 AM – 05:45 PM PDT
  • Thu, Feb 01, 2018 8:30 AM – 05:45 PM PDT
  • Fri, Feb 02, 2018 8:30 AM – 05:45 PM PDT

Instructor: Nayan Mansinha, Senior Developer at Acumatica

Mr. Mansinha has over 15 years of experience in IT related to business application development and professional services. Distinguished professional with a proven track record as Project Lead, Project Development, Architecture design, Framework design and Component modeling and building. Past experience includes developing custom modules in Dynamics SL at Lee Technologies, (now part of Schneider Electric) industry’s most trusted and respected data center solutions provider, one of the core developer at Everest Software focusing on ERP product development and later product customizations, and served as Senior Faculty member at Nation Institute of Information Technology, Pinjim Goa.

He holds Associate degree in field of Computer Technology from Jawaharlal Nehru Institute of Technology, Pune, India. He is also MCITP in Installation & Configuration for Microsoft Dynamics® SL.

Prerequisites

  • None

* Please Note: Examination time is not included in training session time.

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Financial Reports, Data Query, and Data Analysis

What’s Covered: The class describes how to use reporting tools in Acumatica, including the Analytical Report Writer (ARM), Generic Inquiries, Dashboards, and the Report Designer.

  • Day 1 provides an overview of all reporting tools and then covers building Financial and Project reports using the Analytical Report Writer
  • Day 2 describes generic inquiries and dashboards including an overview of key data classes in Acumatica. You will learn to construct queries, build dashboards, utilize pivot tables, and export data using the OData standard.
  • Day 3 covers the Report Designer, including modifying existing reports and designing reports from scratch.

The class is a mix of teaching and hands-on exercises. At the end of 3 days, you will have a broad understanding of all reporting options and should be proficient at creating basic reports to get data out of the system. You will also cover topics such as scheduling reports, pivot tables, data access classes, data formulas/functions, entry points, and output to Excel/PDF.

Partner Certification Program: These sessions are based on the materials of the F350 Financials: ARM Reports and S130 Inquiry, Report Writing, Dashboards courses, which are available at the Partner University. Upon completion of the course, you can pass the F350 Financials: ARM Reports and S130 Inquiry, Report Writing, Dashboards online certification exams — components of the Technical Specialist Badge and Business Consultant Badge.*

Who Should Attend:

  • Acumatica partners and customers who want to learn how to write reports using all available reporting tools

Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

  • Wed, Jan 31, 2018 8:30 AM – 05:45 PM PDT
  • Thu, Feb 01, 2018 8:30 AM – 05:45 PM PDT
  • Fri, Feb 02, 2018 8:30 AM – 05:45 PM PDT

Instructor: Douglas Johnson, Director of Partner Enablement at Acumatica

In this role, Doug Johnson is in charge of enabling partners and showing people what makes Acumatica’s Cloud ERP software awesome for our customers and partners. As the first US-based employee, Doug has unique insights into the progression of Acumatica from stealth-mode company to ERP powerhouse.

Prior to joining Acumatica Doug was Vice President of Marketing at Parallels, where he focused on the delivery of billing and automation software in a service model through hosing partners. Before that he worked at GigaMedia Access Corporation at the VP of Marketing where he leads a team to deliver enterprise security software based on digital rights management technology.

In addition to software, Doug has vast expertise in telecommunications from employment at AT&T, Teleglobe, and The Global TeleXchange.

Mr. Johnson holds a bachelor’s degree in electrical engineering from Duke University and a master of business administration degree from New York University.

Prerequisites

  • Online course: F100 Financials: Basic**
  • A course requires at least one year experience with Acumatica.

* Please Note: Examination time is not included in training session time.

** You can complete the course at Partner University or Acumatica Open University.

Continuing Professional Education

Program knowledge level: Intermediate

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 24

For more information regarding administrative policies—such as refunds, cancellations, and complaints—please contact Acumatica at 1-888-228-8300.

* We offer CPE credits for this course if you attend the course with the instructor in a class. To get the certificate with confirmed CPE credits, after the session is complete, please send a request to training@acumatica.com.

National Registry Statement

Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.