Chicago User Conference Agenda

Updated April 11, 2018

The conference will be on the third floor of the JW Marriott. Agenda subject to change. Please contact the event organizer, Jeni Bishop at jbishop@certify.com with any questions.

Tuesday, May 15, 2018

Registration

Time: 7:00 AM – 9:00 AM  |  Tuesday, May 15
Room: Third floor foyer between Madison and Lincoln

Networking Breakfast

Time: 7:30 AM – 8:30 AM  |  Tuesday, May 15
Room: Lincoln

Join us between 7:30 AM – 8:30 AM for a casual, continental breakfast to kick off the conference.

Keynote

Time: 8:30 AM – 9:00 AM  |  Tuesday, May 15
Speaker: Bob Neveu, President & Co-founder of Certify 
Room: Madison
Session Type: General Session

Certify has been an important driver of industry growth and innovation in the rapidly expanding world of expense report automation. Join Bob Neveu, Certify CEO and Co-founder, for insight into the state of expense management today and key Certify accomplishments over the past year.

Latest Product Releases and Enhancements

Time: 9:00 AM – 10:00 AM  |  Tuesday, May 15
Speaker: Steve Lackner, Director of Product Specialists at Certify 
Room: Madison
Session Type: General Session

Certify has been hard at work designing new product features and enhancing functionality for you. Come learn about all the latest updates and enhancements to the Certify platform in the last year.

Small Group Admin Training

PREREGISTRATION & LAPTOP REQUIRED

Time: 9:00 AM – 10:00 AM  |  Tuesday, May 15
Speaker: Courtney O’Reilly, Manager, Training Services at Certify 
Room: Lake
Session Type: Breakout Session
Credit: 1 CPE Credit

In this hands-on session, log in to a demo account and review common administrative features you may not be using. As you practice and walk through the features, and you may discover new ways to configure Certify for your own company’s needs. Attendees will earn 1 CPE credit. Space is limited to 10 per session, click here to reserve your spot.

Networking Break

Time: 10:00 AM – 10:30 AM  |  Tuesday, May 15
Room: Main Foyer

During this 30-minute break, enjoy a selection of coffee, tea and light refreshments while networking with Certify partners, staff and fellow conference attendees.

Certify Product Roadmap

Time: 10:30 AM – 11:15 AM  |  Tuesday, May 15
Speaker: Hanko Jones, Product Manager at Certify
Room: Madison
Session Type: General Session

Certify travel and expense is quickly expanding to become a leading integrated spend management platform. Join this exciting session to hear about the Certify product roadmap and get a preview of all the new features and services we’ll introduce through the remainder of 2018.

AML Compliance and Regulatory Best Practices

Time: 11:15 AM – 12:00 PM  |  Tuesday, May 15
Speaker: Lillian Ranalli, Senior Manager, Financial Crimes Compliance, Americas Region & Chris Hopkins, Corporate Portfolio Manager at Western Union
Room: Madison
Session Type: General Session

This session will provide an introduction to the common compliance terminology and regulatory trends that you should be familiar with and how they impact your business. Western Union will bring you up to date on the latest news from the regulatory landscape and the steps you need to take to keep your business compliant. As the trusted partner of Certify, they will demonstrate how their compliance practices fit into your automated payments and moving funds internationally. Western Union will also provide guidance, tips and best practices that will protect you from the latest business scams, such as business email compromise and phishing.

Networking Lunch

Time: 12:00 PM – 1:00 PM  |  Tuesday, May 15
Room: Lincoln

Join Certify partners, staff and fellow conference attendees for a complimentary lunch buffet.

Product Specialist Meetings

BY APPOINTMENT ONLY

Time: By Appointment Only  |  Tuesday, May 15
Room: Jackson
Session Type: One-on-One Meeting

Do you have questions that aren’t covered in our agenda, or would you like to dive deeper on a particular Certify feature? Be sure to sign up for your individual consultation with a Certify Product Specialist. Space is limited—book your 30-minute appointment.

Customer Panel Discussion

Time: 1:00 PM – 2:00 PM | Tuesday, May 15
Moderator: Bob Neveu, Certify President & Co-founder of Certify
Panelists: Christopher Pless, AVP and Senior Accountant at Crestmark Bank & Kim Kapica, Accounts Payable Lead Coordinator at Holland Co.
Room: Madison
Session Type: General Session

Discover innovative tips and new techniques for maximizing your Certify solution. Join this interactive panel discussion with Certify product experts and leading accounting professionals and expense management administrators from other customer organizations.

Small Group End-User Training

PREREGISTRATION & LAPTOP REQUIRED

Time: 1:00 PM – 2:00 PM  |  Tuesday, May 15
Speaker: Courtney O’Reilly, Manager, Training Services at Certify
Room: Lake
Session Type: Breakout Session
Credit: 1 CPE Credit

In this hands-on session, log in to a demo account and go step-by-step through the best practices of submitting and approving expense reports as an end-user. By becoming an expert at the basics, gather the necessary know-how to improve your change management and user adoption. Attendees will earn 1 CPE credit. Space is limited to 10 per session, click here to reserve your spot.

Next-Level Reporting: Identify Your ROI

Time: 2:00 PM – 3:00 PM  |  Tuesday, May 15
Speaker: Kallie Spiller, Manager, Product Specialists at Certify
Room: Madison
Session Type: General Session
Credit: 1 CPE Credit

Maximize your reporting knowledge and gain insight into your return on investment in Certify. Learn ways to identify your time savings with Certify, as well as hard and soft cost savings. Explore the Enterprise Dashboard, Reconciliation and Accrual Workbench, Expense Policy Review, vendor reports, and more. Attendees will earn 1 CPE credit.

Small Group Admin Training

PREREGISTRATION & LAPTOP REQUIRED

Time: 2:00 PM – 3:00 PM  |  Tuesday, May 15
Speaker: Courtney O’Reilly, Manager, Training Services at Certify
Room: Lake
Session Type: Breakout Session
Credit: 1 CPE Credit

In this hands-on session, log in to a demo account and review common administrative features you may not be using. As you practice and walk through the features, and you may discover new ways to configure Certify for your own company’s needs. Attendees will earn 1 CPE credit. Space is limited to 10 per session, click here to reserve your spot.

Networking Break

Time: 3:00 PM – 3:30 PM  |  Tuesday, May 15
Room: Main Foyer

During this 30-minute break, enjoy a selection of coffee, tea and light refreshments while networking with Certify partners, staff and fellow conference attendees.

Thought Leadership Roundtable Discussions

Time: 3:30 PM – 5:00 PM  |  Tuesday, May 15
Discussion Moderators: Certify Product Specialists and industry thought leaders
Room: Lincoln
Session Type: Roundtables

Join a moderator and a group of like-minded peers for two 45-minute roundtable discussions. You’ll be able to participate in two of the following discussions:

  • Data Insights, Administrative Reporting and Analytics
  • System Integrations, Credit Cards and Reconciliation
  • Implementation, User Adoption and Onboarding
  • T&E Policies, Compliance and Fraud Prevention
Networking Cocktail Reception

Time: 5:00 PM – 7:00 PM  |  Tuesday, May 15
Room: Jackson

Join Certify partners, staff and fellow conference attendees for a fun and informal networking cocktail reception. Open bar and light refreshments will be provided.

Product Specialist Meetings

BY APPOINTMENT ONLY

Time: By Appointment Only  |  Tuesday, May 15
Room: Jackson
Session Type: One-on-One Meeting

Do you have questions that aren’t covered in our agenda, or would you like to dive deeper on a particular Certify feature? Be sure to sign up for your individual consultation with a Certify Product Specialist. Space is limited—book your 30-minute appointment.

Learn More About Certify Travel & Certify Invoice

PREREGISTRATION RECOMMENDED

Time: All-Day Appointments  |  Tuesday, May 15
Room: Jackson
Session Type: One-on-One Meeting

Interested to know how Certify Travel and Certify Invoice can complement your existing Certify solution? Bring your questions and learn how you can continue saving time and money all while streamlining your business in this 30-minute meeting. We recommend booking your appointment before the conference.

Wednesday, May 16, 2018

Networking Breakfast

Time: 7:30 AM – 8:30 AM  |  Wednesday, May 16
Room: Lincoln

Join us between 7:30 AM – 8:30 AM for a casual, continental breakfast to kick off the conference.

T&E Trends and Spending Benchmarks for 2018

Time: 8:30 AM – 9:30 AM  |  Wednesday, May 16
Speaker: Bob Neveu, President & Co-founder of Certify 
Room: Madison
Session Type: General Session
Credit: 1 CPE Credit

In this session, T&E industry expert Bob Neveu will review our annual SpendSmart Report, as well as survey findings from more than 600 CFOs, controllers, and accounting professionals. Discover top expense reporting pain points, goals for improvement, and how you can leverage the data to improve expense management at your company. Attendees will earn 1 CPE credit.

Small Group Admin Training

PREREGISTRATION & LAPTOP REQUIRED

Time: 8:30 AM – 9:30 AM  |  Wednesday, May 16
Speaker: Courtney O’Reilly, Manager, Training Services at Certify 
Room: Lake
Session Type: Breakout Session
Credit: 1 CPE Credit

In this hands-on session, log in to a demo account and review common administrative features you may not be using. As you practice and walk through the features, and you may discover new ways to configure Certify for your own company’s needs. Attendees will earn 1 CPE credit. Space is limited to 10 per session, click here to reserve your spot.

Strategies to Identify, Prevent and Minimize Fraud

Time: 9:30 AM – 10:15 AM  |  Wednesday, May 16
Speaker: Erin Mottet, Manager, Account Managers at Certify
Room: Madison
Session Type: General Session

Discover ways to identify and minimize fraudulent expenses at your company using Certify’s automation tools and fraud prevention best practices. Plus, learn how one Certify client saved thousands—simply by requiring expense details and general ledger dimensions.

Networking Break

Time: 10:15 AM – 10:45 AM  |  Wednesday, May 16
Room: Main Foyer

During this 30-minute break, enjoy a selection of coffee, tea and light refreshments while networking with Certify partners, staff and fellow conference attendees.

Corporate Travel Policy Best Practices

Time: 10:45 AM – 11:45 AM  |  Wednesday, May 16
Speaker: Steve Lackner, Director of Product Specialists at Certify
Room: Madison
Session Type: General Session
Credit: 1 CPE Credit

A well-crafted travel policy allows your company to better manage expenses, booking practices, traveler expectations, T&E spend, reimbursements, and much more. Discover numerous tips and best practices, plus receive an actionable take-home guide: Developing Effective Corporate Travel Policy. Attendees will earn 1 CPE credit.

Small Group Admin Training

PREREGISTRATION & LAPTOP REQUIRED

Time: 10:45 AM – 11:45 AM  |  Wednesday, May 16
Speaker: Courtney O’Reilly, Manager, Training Services at Certify 
Room: Lake
Session Type: Breakout Session
Credit: 1 CPE Credit

In this hands-on session, log in to a demo account and review common administrative features you may not be using. As you practice and walk through the features, and you may discover new ways to configure Certify for your own company’s needs. Attendees will earn 1 CPE credit. Space is limited to 10 per session, click here to reserve your spot.

Closing Remarks

Time: 11:45 AM – 12:00 PM  |  Wednesday, May 16
Speaker Bob Neveu, President & Co-founder of Certify 
Room: Madison

Product Specialist Meetings

BY APPOINTMENT ONLY

Time: By Appointment Only  |  Wednesday, May 16
Room: Jackson
Session Type: One-on-One Meeting

Do you have questions that aren’t covered in our agenda, or would you like to dive deeper on a particular Certify feature? Be sure to sign up for your individual consultation with a Certify Product Specialist. Space is limited—book your 30-minute appointment.

Learn More About Certify Travel & Certify Invoice

PREREGISTRATION RECOMMENDED

Time: All-Day Appointments  |  Wednesday, May 16
Room: Jackson
Session Type: One-on-One Meeting

Interested to know how Certify Travel and Certify Invoice can complement your existing Certify solution? Bring your questions and learn how you can continue saving time and money all while streamlining your business in this 30-minute meeting. We recommend booking your appointment before the conference.

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