Chicago User Conference Agenda

Updated: June 8

8:00 AM Registration

Room: Chagall Foyer

9:00 AM Keynote

30 minutes
Speaker: Bob Neveu, Certify President and Co-founder
Room: Chagall Ballroom

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.

9:30 AM Latest Product Enhancements and Releases From Certify

75 minutes
Speaker: Steve Lackner, Director of Product Specialists at Certify
Room: Chagall Ballroom

From cash advances and policy compliance tools to integrations with leading business travel services like Uber, Certify has been hard a work designing great new product features for you. Come learn more about all the latest updates and enhancements for the Certify platform.

10:45 AM Coffee Break

15 minutes
Room: Chagall Foyer

11:00 AM Panel Discussion: Best Practices for Using Certify From Innovative Clients

60 minutes
Moderator: Bob Neveu, Certify President and Co-founder
Panel: Kenny Eon, VP of Customer Happiness at Certify
Room: Chagall Ballroom

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.

12:00 PM Buffet Lunch

60 minutes
Room: Picasso A

1:00 PM User Training: The Basics

30 minutes
Speaker: Judylyn Belauskas, Certify Product Specialist
Room: Renoir Room

New to Certify? Join this informative how-to session and learn more about all the ways Certify makes expense management easier for employees, accountants and executives. Certify basic training includes an overview on getting started, admin configuration, Certify Mobile and much more.

1:00 PM Administrative Training

60 minutes
Speaker: Courtney O’Reilly, Training Services Manager at Certify
Room: Chagall Ballroom

This session will provide a description of all administrative settings that your Certify Administrators have access to. We will look at available options for configurations as well as how to access your data; user records, GL codes, departments, and custom fields.

1:00 PM - 3:00 PM One-on-One with a Certify Product Specialist

Time and locations will vary

Do you have questions that aren’t covered in our agenda, or would you like to go deeper on a particular Certify feature? Be sure to sign up for your individual consultation with an expert Certify product specialist.

2:00 PM Certify Integrations: Your Solution for Greater Efficiency

30 minutes
Speaker: Courtney O’Reilly, Training Services Manager at Certify
Room: Chagall Ballroom

Increase the power your Certify expense management solution. Focused on corporate credit card and accounting software integrations, this session will show you how Certify improves the efficiency of your entire team through reduced data entry, streamlined payments and automated reconciliation.

2:30 PM Analytics and Reporting: Visibility Into Process, Policy and Spending

30 minutes
Speaker: Courtney O’Reilly, Training Services Manager at Certify
Room: Chagall Ballroom

A recent survey found that 74% of all companies switching to an automated expense management system achieve a full return on investment within one year. Hear case study results and learn more about the top time- and cost-saving system features that are contributing to a positive ROI.

3:00 PM Afternoon Snack

15 minutes
Room: Chagall Foyer

3:15 PM The Advantages of Integrated Travel Booking

45 minutes
Speaker: Steve Lackner, Certify Director of Product Specialists
Room: Chagall Ballroom

While travel represents fully one half of the T&E expense management equation, many companies have not yet discovered the benefits of an integrated travel booking platform. See a live demonstration and find out how Certify Travel can help you control costs and increase policy compliance automatically.

4:00 PM Introducing Certify Invoice

45 minutes
Speakers: Heath MacArthur, Certify VP of Sales and Marketing
Room: Chagall Ballroom

Come see a demonstration of the newest addition to the leading Certify expense management platform, Certify Invoice. Utilizing the same technology and same familiar Certify interface, the new Certify Invoice services makes AP invoice management easy, accurate and much more efficient that manual processing.

4:45 PM Certify Product Roadmap

15 minutes
Speaker: Steve Lackner, Certify Director of Product Specialists
Room: Chagall Ballroom

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 road map and get a preview of all the new features and services we’ll introduce in 2016, including automated invoice and payments.

5:00 PM Closing Remarks

15 minutes
Speaker: Bob Neveu, Certify President and Co-founder
Room: Chagall Ballroom

5:15 PM - 7:00 PM Reception hour at the 676 Restaurant & Bar at the Omni Chicago

105 minutes

Join your colleagues and Certify for a fun and informal cocktail reception.

Click here for an overview of Certify's 2016 Road Tour.

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