Dallas User Conference Agenda

Updated: April 25

8:30 AM Registration

Room: Greenville Ave & Katy Trail Foyer, second floor

9:00 AM Keynote

30 minutes
Speaker: Bob Neveu, President and co-founder of Certify
Room: Greenville Ave, second floor

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

60 minutes
Speaker: Steve Lackner, Director of Product Specialists at Certify
Room: Greenville Ave, second floor

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.

10:30 AM Coffee Break

15 minutes
Room: Greenville Ave & Katy Trail Foyer, second floor

10:45 AM Panel Discussion: Best Practices for Using Certify From Innovative Clients

75 minutes
Moderator: Kenny Eon, VP of Customer Happiness at Certify
Panel: Patricia Renesto, Accounting Specialist at Wingstop, Neal North, Payroll Manager at Dayton Superior and Carl Heeder, Manager of ERP at Statlab

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: Greenville Ave & Katy Trail Foyer, second floor

1:00 PM Administrative Training

60 minutes
Speaker: Courtney O’Reilly, Training Services Manager at Certify
Room: Katy Trail, second floor

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 Certify Research: 2016 Travel & Expense Management Trends

60 minutes
Speaker: Bob Neveu, President and co-founder of Certify
Room: Greenville Ave, second floor

Certify surveyed more than 500 CFOs, controllers and accounting professionals (non-customers) to uncover today’s top trends in expense management. Find out how your company’s T&E program compares to other businesses, and how automation can help control costs and streamline the reporting process.

2:00 PM Training on Cash Advance, Fast-Track Processing & Commuter Miles

60 minutes
Speakers: Steve Lackner, Director of Product Specialists & Courtney O’Reilly, Training Services Manager at Certify
Room: Greenville Ave, second floor

This training session will show how to configure Certify to enable three newly-released features. We will review how to set up cash advances, enable reports without policy violations to be automatically processed, and review how to automatically deduct an employee’s personal commute mileage from their mileage reimbursement.

2:00 PM User Training: The Basics

30 minutes
Speaker: Kallie Spiller, Product Specialist at Certify
Room: Katy Trail, second floor

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.

2:30 PM Best Practices to Reaching an ROI with Expense Management Automation

30 minutes
Speaker: Kenny Eon, VP of Customer Happiness at Certify
Room: Katy Trail, second floor

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 Coffee Break

15 minutes
Room: Greenville Ave & Katy Trail Foyer, second floor

3:15 PM 2016 Product Road Map

45 minutes
Speaker: Steve Lackner, Director of Product Specialists & Bob Neveu, President and co-founder of Certify
Room: Greenville Ave, second floor

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 invoicing and payments.

4:00 PM Closing Remarks

30 minutes
Speaker: Bob Neveu, President and co-founder of Certify
Room: Greenville Ave, second floor

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