FactorSoft / CLMS User Group Meeting Agenda


Monday, April 29 Session Description Speakers Location
7:45 a.m. - 8:45 a.m. Breakfast   Legislative Terrace
8:00 a.m. - 8:45 a.m. Registration - check in and pick up name badge   Ballroom 2/3


8:45 a.m. - 9:15 a.m. Welcome / Intro Tom Edwards (ProfitStars)
9:15 a.m. - 10:00 a.m. Automating Workflow - Cash, Credit, and Purchasing 
Cash: AutoCash, RemitPlus Lockbox, EPS Payments
Credit: uploading credit request, working in the queue, reports to clients
Purchasing: Importing data/images, Invoice Delivery, reports to web, sent via engine, auto sending wire
ClientWeb: Administration, Credit Requests, What's New

Anita Pritchett (Chesapeake Bank)
Joel Ledford (Transport Clearings East)
Bryan Alsobrooks (Phoenix Capital Group)
Kim Galloway (ProfitStars)
Michelle Harris (ProfitStars)
Ed Majewski (ProfitStars)

10:00 a.m. - 10:45 a.m. Workflow Roundtables   
10:45 a.m. - 11:00 a.m. Coffee Break   Legislative Terrace
11:00 a.m. - 12:00 p.m. Collection Efficiencies - Tips & Tricks, What's New with Collection Queue

Ginger Farley (Pro Billing)
Lori Gustaf (Firstline Funding Group)
JoAnne Evans (Accord Financial)

Ballroom 2/3

12:00 p.m. - 1:00 p.m. Lunch   Legislative Terrace

1:00 p.m. - 2:00 p.m.

Transportation Factoring - Carrier Payments, Load Processing

Bryan Alsobrooks (Phoenix Capital Group)
Michelle Harris (ProfitStars)

Ballroom 2/3

1:30 p.m. - 2:00 p.m.

Tech Talk - Engine Processes

Lindsey Morehouse (Assist Financial Services)
Ed Majewski (ProfitStars)
2:00 p.m. - 3:00 p.m.

Ad Hoc Mini-Round Tables - Bring your topics, pick a table, and share

3:00 p.m. - 4:00 p.m. The Essentials of Software Testing - Importance of testing prior to upgrade and strategies for ensuring readiness

Marilyn Batson (Accord Financial)
Danielle LaPaglia (ENGS Commercial Capital)
Ginger Farley (Pro Billing)
Kim Galloway (ProfitStars)

5:30 p.m. - 7:00 p.m. Reception and Networking   Skye Level


Tuesday, April 30 Session Description Speakers Location
7:30 a.m. - 8:30 a.m. Breakfast   Legislative Terrace
8:30 a.m. - 9:30 a.m. User Group Business Meeting - Vote on Leadership, Set Goals, Form Committees Danielle LaPaglia (ENGS Commercial Capital)
Lindsey Morehouse (Assist Financial Services)
Ballroom 2/3
9:30 a.m. - 11:00 a.m. Road Map and Enhancements Prioritization  Renee Weatherby (ProfitStars)
11:00 a.m. - 11:15 a.m. Dips & Chips Break   Legislative Terrace
11:15 a.m. - 11:45 p.m.

ABL Essentials - Best Practices for Setting Up Collaterals, Reporting


Barbara Wilhelm (Aegis Business Credit)
Michael Charleston (ProfitStars)
Ed Majewski (ProfitStars)

Ballroom 2/3



11:45 p.m. - 12:15 p.m.

Report on It! - Tips and Strategies for Customizing Reporting

Lisa Ervin (First Florida Integrity Bank)
Ed Majewski (ProfitStars)
Michael Charleston (ProfitStars)
Renee Weatherby (ProfitStars)

12:15 p.m. - 12:30 p.m.

Say Good Bye!