New York User Conference Agenda

Updated: September 23

8:00 AM Registration

Room: Wilder Foyer

9:15 AM Keynote

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

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.

9:45 AM Latest Product Enhancements and Releases From Certify

60 minutes
Speaker: Steve Lackner, Certify Director of Product Specialists
Room: Wilder

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: Wilder Foyer

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

60 minutes
Moderator: Bob Neveu, Certify President and Co-founder

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 Lunch

60 minutes
Room: Odets

1:00 PM - 4:00 PM Pre-scheduled Time with a Certify Product Specialist

60 minutes

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.

1:00 PM User Training: The Basics

30 minutes
Speaker: Kallie Spiller, Certify Product Specialist
Room: Wilder

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.

1:45 PM Administrative Training

60 minutes
Speaker: Courtney O’Reilly, Certify Training Services Manager
Room: Wilder

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.

2:45 PM Introducing Certify Invoice

30 minutes
Speaker: Heath MacArthur, Certify VP of Sales and Marketing
Room: Wilder

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..

3:15 PM Afternoon Snack

15 minutes
Room: Wilder Foyer

3:30 PM Analytics and Reporting: Visibility into Process, Policy and Spending

30 minutes
Speaker: Courtney O’Reilly, Certify Training Services Manager
Room: Wilder

Measuring the performance of your expense management program is a critical component of accountability. Join this session for an overview of the Certify enterprise dashboard including an in depth review of a variety of reporting options available through the Certify system.

4:00 PM The Advantages of Integrated Travel Booking

30 minutes
Speaker: Steve Lackner, Certify Director of Product Specialists
Room: Wilder

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.

4:30 PM Certify Product Roadmap

30 minutes
Speaker: Steve Lackner, Certify Director of Product Specialists
Room: Wilder

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

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

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

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