San Francisco User Conference Agenda

Updated: October 3, 2017

Venue: Grand Hyatt San Francisco

345 Stockton Street, San Francisco, CA 94108
The conference will take place on the Theatre Level, one floor below the lobby.

7:00 AM - 9:00 AM Registration

2 hours
Room: Fillmore Foyer

8:30 AM Keynote

30 minutes
Speaker: Bob Neveu, Certify President & Co-founder
Room: Conference Theatre

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.

9:00 AM Latest Product Releases and Enhancements

90 minutes
Speaker: Steve Lackner, Certify Director of Sales Success
Room: Conference Theatre

From a new user experience and integrated AP invoice to Certify’s acquisition of a leading online travel booking technology, Certify has been hard at work designing great new product features for you. Come learn more about all the latest updates and enhancements for the Certify platform. This session will also include a brief overview of our two newest additions, Certify Invoice and Certify Enterprise Travel.

10:30 AM Morning Break

15 minutes
Room: Fillmore Foyer

10:45 AM Certify Product Roadmap

45 minutes
Speaker: Steve Lackner, Certify Director of Sales Success
Room: Conference Theatre

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 2017, including APIs and expanded international tools.

11:30 AM Customer Panel Discussion

60 minutes
Moderator: Bob Neveu, Certify President & Co-founder
Room: Conference Theatre

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.

12:30 PM Lunch

60 minutes
Room: Fillmore ABC

9:00 AM - 5:00 PM Product Specialist Meetings (by appointment only)

30 minutes with a Certify Product Specialist
Rooms: Fillmore A, Fillmore B

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.

1:30 PM Administrative Features and Reporting to Improve Efficiency

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

In this session, review common administrative features that you may not be using, plus an overview of the Certify enterprise reporting dashboard. Learn about analytics to monitor compliance, find time- and cost-saving opportunities, and get the most out of Certify with its built-in administrative and reporting tools. 

2:30 PM Thought Leadership Roundtables*

60 minutes
Moderators: Certify Product Specialists & Experts
Room: Fillmore AB

Join a dedicated product expert and a group of like-minded peers for an engaging, pre-determined roundtable discussion. Examine current T&E trends and best practices, dive deep into specific Certify features, or share innovative use cases—the possibilities are endless.

*Prior to the User Conference, we ask that you submit your roundtable topic request within the pre-event utilization survey. If no request is received by November 10, we will do our best to select a relevant topic for you.

3:30 PM Afternoon Break

15 minutes
Room: Fillmore Foyer

3:45 PM How to Leverage Certify’s Resources to Maximize Your User Experience

30 minutes
Speaker: Jill Briggs, Certify Support Manager
Room: Conference Theatre

Join this informative session on the many resources available to all Certify clients. Learn the ins and outs of feature requests, discover our top support ticket topics, and find out how to anticipate frequently asked questions—increasing user adoption and getting the most out of your investment, and maximizing your user experience.

4:15 PM Become a Certify Power User: Best Practices and Innovative Use Cases

45 minutes
Speakers: Courtney O’Reilly, Certify Training Services Manager & Erin Mottet, Certify Manager, Account Management
Room: Conference Theatre

Looking for some great timesaving shortcuts, hacks and proven Certify best practices? Join this informative how-to session for a detailed review on the ways companies like yours are maximizing the efficiency and performance of their Certify system for users and administrators.

5:00 PM Closing Remarks

5 minutes
Speaker: Bob Neveu, Certify President & Co-founder
Room: Conference Theatre

5:00 PM Cocktail Reception

2 hours
Room: Fillmore C

Join Certify and your fellow conference attendees for a fun and informal cocktail reception.

Click here for an overview of Certify's 2017 Road Tour.

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