Acumatica Summit 2019 | Sessions

Accelerate Your Business, Meet With Your Peers & Learn How We Support You

We are looking forward to having you join us for the Acumatica Summit where you will be able to attend a variety of sessions.

The tracks you can expect this year include:

  • Customer
  • Construction
  • Marketing
  • Product
  • Sales
  • Developer

Please continue to visit periodically as we will be sharing complete session details below to help you make the most of your attendance.

Sessions
Sessions

Customer Track (Monday - Tuesday)

As an Acumatica customer, you invest time and energy in your Acumatica solution. It’s one of your organization’s most valuable assets—and the best way to keep getting the most from that asset is to continue expanding your knowledge of it. That’s why Acumatica’s annual Summit is a must. Summit offers motivating keynote presentations, engaging networking events, and a stimulating track of breakout sessions—specifically designed for Acumatica customers and prospective customers—that presents just the right balance of product education, business best practices, and roundtable discussions. Meet and share with fellow customers. Learn from product and industry experts. And find out for yourself why Acumatica users return to Summit year after year.

Monday, January 28

Customer General Session

Join us for the Customer General Session in order to better understand how the Acumatica solution can enhance your  business. Get the most out of tools and resources available to you, learn about new product functionality, and gather insights into the happenings in the Acumatica eco-system. This session will also help you prioritize your activities and get the most out of the Summit experience – so you don’t miss out on anything!

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Acumatica: From Good to Great

Learn how to make your Acumatica solution even better. We’ll cover creating an implantation plan that works, expanding and enhancing the capabilities of your system, and reducing security risks by keeping your software current.

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Acumatica Productivity Tips and Tricks for New Users

Everyone likes a good tip that helps them get more done, faster. Learn how to perform daily tasks more easily—find information faster, sort grids more quickly, format data more efficiently, and more. Note: Advanced users should attend a similar session in the Product Track.

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Getting Actionable Information with Self-Service Reports & Dashboards

Having accurate data in your system is required for transactions, but being able to get to and use that data is key for making smart decisions. Learn about the tools Acumatica offers for getting the most from the information you already have at your fingertips.

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CRM: Not Just for New Business Sales

Acumatica CRM goes beyond sales and marketing by making end-to-end customer information available to everyone. In this session, you’ll learn how to use CRM to uncover sales opportunities and with prospects and existing customers, but you’ll also see how to further strengthen customer relationships by using CRM for Customer Service and Support through the different ways to use cases.

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Tuesday, January 29

Storefronts, Marketplaces, and Customer Portals

It’s said that customers do a lot of research before they’re ready to buy. Are you giving them what they’re looking for to make a decision? In this session, you’ll learn how to use Acumatica to provide them with the ability research product information, get pricing, and even place orders.

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Lessons Learned in Growing a Tech Business

In the past three years, Acumatica has grown significantly in size and market awareness. This session will cover some of the processes we used within Acumatica that can be leveraged in your business, including content development, campaigns, and social media.

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Roundtable Discussions

Spend a power-packed 90 minutes discussing topics of importance to you. In these roundtables, you will network with other Acumatica customers and learn how they’re using Acumatica in their business. Both new and established customers (and partners) are invited to join. Topics will include: Improving the utilization of Acumatica, how Acumatica is addressing specific industry pain points, third party extensions being used, and customers sharing their ideas/tips/suggestions with the Acumatica community.

Construction Track (Monday - Tuesday)

Acumatica Construction Edition was launched last year at the Summit, and we are excited to introduce a new Construction Track this year! Whether you’re already using Acumatica Construction Edition or are interested in learning more, we have a multitude of construction specific educational and roundtable sessions geared just for you.

This track includes several 50-minute learning sessions covering a variety of topics from an overview of Acumatica Construction Edition to features relevant for the specific personas (e.g. accountant, project manager, field supervisor) and a lightning session showing the various ISV solutions. In an interactive panel session, you’ll hear from industry experts their perspective on trends in construction technology, regulations and the economy to help prepare you for the future.

Monday, January 28

Acumatica Construction Edition Overview

Join us in this Acumatica Construction edition overview session to learn what makes this product offering unique in the construction industry. We will be covering dashboards, reports, projects, project management, mobile and more!

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Mobile - Connecting the Field to the Office

Receive great practical advice to keep your field operations in sync with your office – whether you’re new to the platform or a seasoned veteran. This session will cover entering purchase orders, expense receipts and claims, timecards and more.  We will also review how to approve items on your phone.  Learn the use and availability of dashboards and reports and how to add inquiries to your mobile app.

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ISV Lightning Sessions: New Capabilities Part I

In this ISV Lightning session you’ll hear several quick-hitting impactful talks from our ISVs.  Each presentation will be led by an ISV who will share their key capabilities and how they integrate with Acumatica’s Construction Edition. Topics include:

  • Streamlining construction timekeeping and payroll
  • Automating labor intensive AP processes
  • Meeting your property management needs
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Construction Industry Trends 2019

The construction industry is always changing and evolving.  If you want to make sure you stay ahead of the game, it can be useful to be aware of emerging trends that could prepare you for the future.  In this panel session, you’ll hear from industry experts their perspective on trends in technology, regulations and the economy so you can stay up to date and remain competitive.

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Tuesday, January 29

A Day in the Life of Accounting and Field Operations

Join us as we spend a day in the life of Accounting and Field/Operations utilizing the Acumatica Construction Edition.  Through the advancement of technology, the role of the back office and field continues to evolve. In this session we’ll dive into how the Construction Edition features support this evolution.

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ISV Lightning Sessions: New Capabilities Part II

In this ISV Lightning session you’ll hear several quick-hitting impactful talks from our ISVs.  Each presentation will be led by an ISV who will share their key capabilities and how they integrate with Acumatica’s Construction Edition. Topics will include integrated construction timekeeping and payroll.

Marketing Track (Monday - Tuesday)

Over the last 10 years, there has been a major shift in B2B marketing. This shift is driven by a change in the customer buying process, with more and more customers doing their research online before contacting a vendor. This shift essentially changes the role of marketing. As marketing is moving deeper into the sales cycle, going from primarily driving branding and awareness to lead generation –acting as a pre-sales arm of the organization. This means that, ultimately, you need to be where your prospects are, when they are there, and serving up the information they need. Your marketing plan is what will drive that.

We encourage all marketing functions to attend this track to recieve a comprehensive marketing and sales approach to achieving your 2019 goals as well as visibility into Acumatica’s marketing strategy and execution plans.

Monday, January 28

Strategy, Brand, Leads and Partners: Acumatica Marketing Overview

Don’t miss this overview of the Acumatica 2019 marketing strategy and plans. You’ll see how Acumatica is investing to build our brand, generate net new leads, and enable our partner ecosystem. We’ll also share some the latest trends and insights in marketing that you can’t afford not to leverage in your marketing today.

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Product Marketing: Go-to-Market Strategy and Plans

Powerful content is critical to the success of any marketing plan. Join The Partner Marketing Group to learn how to develop an effective content framework, what type of content you should focus on and tips for creating a steady stream of content to drive your marketing.

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Five Tips to Understanding Your Buyers Journey and the Importance of an Audience Framework

Join Sirius Decisions Industry Analyst as we share how the B2B Buyer Journey is evolving and how by focusing on the way prospects buy, sales and marketing can’t help but draw more closely together – the audience framework becomes more critical to marketing success.

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Feeding the Content Beast: 8 Must Dos

Powerful content is critical to the success of any marketing plan. Join The Partner Marketing Group to learn how to develop an effective content framework, what type of content you should focus on and tips for creating a steady stream of content to drive your marketing.

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Tuesday, January 30

Three Keys to Becoming a Digital Marketing Transformer!

Learn about the three keys to becoming a digital marketing transformer as we share some mechanics around lead generation, offer management and content mapping. We’ll describe how we’re evolving several of our programs to better enable partners to support their digital marketing execution.  Several of your peers will share practical examples of their digital marketing successes and struggles.

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Mapping Social Media to ROI: How to Put Together A Strategy and Actionable Plan for 2019

Social media marketing is producing real results for B2B businesses. So why are only 57.6% of businesses using social media? During this session, we will equip B2B marketers on the importance of social media and walk you through how to create a strategy and actionable plan for 2019.

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B2B Marketing Workshop: Tackling the Big Rocks!

Join SiriusDecisions Industry Analyst, as we share how the B2B Marketing starts with the basics. How you evolve your marketing is critical to how you build you marketing plan.

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Embracing Digital Transformation in Your Marketing : How to Win in 2019

The Digital World is advancing at amazing speeds – and it is all connected to the cloud. To succeed, business leaders must embrace a digital transformation: new ways of connecting people, data, and processes to create value for customers. We’ll help you embrace these challenges and walk through about our partner programs and resources available to you and your go-dos for 2019.

Product Track (Monday - Tuesday)

Acumatica never stops innovating. In the product track we focus on recent changes as well as functionality coming in the 2019 R1 release.

This track is ideal for consultants, presales engineers, and customers who want to learn understand best practices and learn about the inner workings of Acumatica. In this track, we explain more of the details associated with many of the demos during the keynote and provide a deeper look at key topics like vertical editions and reporting.

Monday, January 28

Exploring Customizations through Case Studies

In this session we describe 5-10 customization projects that have been implemented by customers to tackle unique business problems. During the session, we will walk-through Acumatica screens so you can see what is possible and determine if you want to learn more about how to acquire or build the customization.

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Acumatica Manufacturing Edition

In this session we explain and demonstrate the new features and capabilities of the Acumatica Manufacturing Edition as well as the markets that can be addressed. We will review features currently available in 2018R2 and introduce the Engineering Change Control module and additional enhancements of 2019R1.

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Tips, Tricks, and Workarounds

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

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Commerce Enabled ERP

Customers demand online interaction and self-service from vendors and suppliers. Learn how Acumatica is addressing the need to lower costs, improve customer support and satisfaction, and encourage online revenue growth. In this session see how the new commerce connector simplifies and improves ERP integration.

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Tuesday, January 29

Power Session: Acumatica Enhancements in 2018 and 2019 R1

In this session we demonstrate and explain how features introduced since the last summit can benefit businesses. This session includes financials, distribution, CRM, project, field services, platform, mobile, and usability feature demonstrations and an introduction to other product track sessions.

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What's New in the Mobile Framework

Acumatica’s mobile framework can now be modified directly inside the customization manager. We explain the switch to MSDL which has replaced the XML files from prior version and demonstrate how to make simple changes to take advantage of iOS and Android phones. We’ll also cover new features of the mobile framework, such as tenant specific mobile experiences which were added to the product in the past year.

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Product Ideas with Real-time Voting

In this session, we review product development ideas and design plans. As ideas are presented, the audience provides real-time feedback using their phones. The results of polling will display in real-time and will be recorded as input to the development process. Let your voice be heard!

Sales Track (Monday - Tuesday)

This track is a must for business owners and sales professionals who are on the front line, closing deals and converting a prospect to a customer for life! The topics we will cover will vary from understanding your competition and creating a winning strategy, to understanding the breadth of our ISV relationships and using them effectively to win deals. We will have some great discussions on how the ERP landscape has evolved, and how you can strategically plan for success and take your business to the next level.

Monday, January 28

Acumatica Selling 101: Positioning and Pricing

In this session, we will go in-depth about recent changes in the pricing guidance and also delve deeper in how we use our tools. Pricing, if used effectively, can be differentiator for us.

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Know your Top Competitors – and How to Win!

2018 was an eventful year, and we saw some bold (and some not so bold) moves from the top competitors. This is a great session to go in-depth on what has been happening on the field, and use the knowledge to stay a step ahead in deals. This is an absolute ‘must-attend’ session for all Partner resources involved in the sales cycle.

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Maximizing the Lifetime Value with a Customer Success Strategy

With the evolving landscape of technologies and products, we need to also evolve how we work with our customer to maximize their lifetime value. This session will discuss several ideas that can be incorporated in your business to build value over time.

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Partner Program 2019: Taking it to the Next Level

Summary of 2019 Program Changes: Audience for this session is practice owners, executives and sales. It will focus on all of the changes to the 2019 Partner Framework as well as other important issues, programs, requirements and opportunities that were highlighted in the Partner Keynote

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Tuesday, January 29

Sales Strategies for the Modern VAR

Continuing our focus on the strategies used by Modern VARs. This session will focus on all of the things that we do today that make it hard for prospects to buy from us, and some strategies that will make it easy for prospects to buy from us.

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Best Practices for Co-selling with ISVs

ISVs play a critical role when meeting customer demand and providing end-to-end solutions, specialized for specific industries and workload processes. Based on real examples with customer wins, learn how to structure your offerings for maximal competitive edge, what works well and which pitfalls to look out for.

Developer Track (Monday - Tuesday)

We are excited to offer another dedicated track of sessions just for Developers! Whether you are just starting your cloud journey with Acumatica or an expert Acumatica 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, being kicked off by our own General Session. You’ll hear from Acumatica developers, sharing insights into best practices and efficient programing techniques on our platform. Besides foundational sessions on Web Services Integration and the xRP Framework, we will have two of the sessions focusing on advanced developer topics.  We’ll also have our Lightning Sessions back again this year – quick hitting, fun sessions modeled on the popular TedTalks.

Monday, January 28

Developer General Session

Come join Ajoy and Mike as we celebrate all things developer!  In kicking off our developer track, they will preview the continued investments we are making to our Cloud ERP Platform – the best ERP developer ecosystem in the market, enabling developers to build rich and powerful applications exceedingly efficient.  Also, they will be awarding one of our esteemed Developer MVPs, who have contributed in a myriad of ways to our developer community.

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xRP Framework Fundamentals

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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Developer Lightning Sessions - Part 1

Join us 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 important lessons learned and their projects built on the Acumatica xRP Platform. If you enjoy the style of a “Ted Talks”, you’ll love our lightning sessions.  Topics for today’s session include:

  1.  Acuminator
  2. Extensible Architecture for Multi Solution Co-operation
  3. Writing Unit Tests Using Reusable Business Objects
  4. Internal Hackathon Winning Team Solution
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Acumatica Developer Patterns Part I

Come and learn design patterns from the best and brightest Acumatica developers where they share their deep developer knowledge and experience with the greater Acumatica developer community.

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Advanced Developer Patterns Part II

Come and learn design patterns from the best and brightest Acumatica developers where they share their deep developer knowledge and experience with the greater Acumatica developer community.

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Tuesday, January 29

Web Services Overview

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 RESP APIs. We’ll explain how to extend and optimize APIs to meet the needs of any organization.

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Fluent Business Query Language (FBQL)

Come and learn how FBQL and how it was designed to solve specific developer challenges by increasing the readability and maintainability of FBQL queries compared to the classic BQL queries by changing the structure of the language. There are three characteristics which differentiate FBQL from BQL:

  1. the use of fluent generic class declaration pattern, instead of classic functional-like generic class declaration pattern
  2. The use of containers (or arrays) of components, instead of chains (or linked lists) of components;
  3. The use of one family of Selects, Single Search and View that are based on the Select-family, instead of three similar families.
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Real-World Solutions to Real-Life Problems: A Tale of Three Development Projects

Building successful solutions with the Acumatica xRP platform sometimes requires the use of advanced development techniques. Through three customer projects, delivered in the last year, Acumatica MVP Gabriel Michaud will show you techniques that enable end-to-end user experiences that can help you build successful solutions to empower your users.

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Developer Lightning Session - Part II

Join us 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 important lessons learned and their projects built on the Acumatica xRP Platform. If you enjoy the style of a “Ted Talks”, you’ll love our lightning sessions.  Topics for today’s session include:

  1. Building Better Email Templates
  2. LINQ to BQL
  3. Winning Team from the Summit Hackathon
  4. GitHub and Contributing to Acumatica Open Source Projects

Featured Partner Track (Monday - Tuesday)

We invite you to join us for these Thought Leader Sessions.

Monday, January 28

acu-connect: A New Community for Acumatica Partners

The Acumatica partner channel has deep expertise with industry thought leaders that want to share their knowledge and educate others in the Acumatica channel.  A new networking community is being launched for the Acumatica channel, called acu-connect, that will help facilitate education, shared resources, and collaboration between ISVs and Resellers. Attend this session to:

  • Understand the goals of acu-connect to provide education, shared content, and collaboration via the community.
  • Learn ways to get involved in this new community.
  • Meet some of the founding members and learn why they chose to participate.

Speakers and Companies: Patty Benitez (APS Payments), Russ Graf (Netstock), Joni Girardi (DataSelf), Matt St. John (StarShip), Brian McGuckin (Crestwood Partner); Moderator – Liz Anderson (APS Payments)

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The Supreme Court Cares About Sales Tax, Do You?

The Supreme Court recently decided that if remote sellers meet specific thresholds, the sellers must collect and remit sales and use tax to those States and jurisdictions.  Why did they do this?  How will this impact my client’s business? What do they have to do? And When do they have to do it?   Our interactive panel discussion will answer these questions and prizes will be awarded.

Speakers and Companies: Bob Holt (Vertex), Andrew Kim (Avalara), Nigel LeGresley (Acumatica); Moderator – Louisa Gooding (Acumatica)

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Extending the Power of Acumatica to the Outside Sales Team using Mobile Technology

In the age of the Cloud everything is now accessible from anywhere, anytime. So, how can mobile technology be used to grow adoption of Acumatica by outside sales teams? And how can companies use it to close the gap between ERP and CRM systems and add stickiness and value to Acumatica? In this session, we speak with two Acumatica ISV partners who offer innovative mobile technology solutions for leading wholesale distribution and manufacturing companies. Learn how customers and resellers alike can benefit. *Spoiler alert * it comes down to improving the volume and quality of data captured, stored and accessed in Acumatica by those users who have been neglected in the past: outside sales reps.

Speakers and Companies: Paul Ziliak (xkzero), Brian Howe (Skynamo); Moderator – Louisa Gooding (Acumatica

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Tuesday, January 29

Credit Card and ACH Payment Acceptance in Acumatica

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 credit card and ACH acceptance, and learn how to secure customer payment information within Acumatica.

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Integrated Payment Solutions for Acumatica

Join us for this brief overview of the current and future B2B payments landscape. Learn how Paya integrates seamlessly with Acumatica to provide businesses of all sizes secure, real-time card acceptance into existing ERP workflows.

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Beyond Commerce Connectors

Integrating eCommerce and ERP is much more than implementing an eCommerce connector. Join us to explore how Kensium’s new product for Acumatica can shave months off your implementation and eliminate expensive customizations.

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Automation Everywhere

From the edges of your business to mission critical processes – this session will demonstrate how automated capture in conjunction with automated document classification and document processing can get document-based data available expeditiously, reduce operational costs, increase customer satisfaction and scale across all Acumatica modules.