FactorSoft / CLMS User Group Meeting Agenda

While the user group team is still working on the exact titles for some sessions (and actively soliciting speakers), the basic agenda is below. 

Want to share your expertise with users during a session? Contact Danielle LaPaglia at dlapaglia@engscapital.com to discuss your ideas.  

Day 1

Monday, April 29 Session Description Speakers
8:30 a.m. - 8:45 a.m. Registration  
8:45 a.m. - 9:15 a.m. Welcome / Intro  Jay McKinney & Mark Messick (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

Sherri Gammel (White Oak)
Kim Galloway (ProfitStars)
Michelle Harris (ProfitStars)
Ed Majewski (ProfitStars)
Jay McKinney (ProfitStars)

Additional users to speak.

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

Ginger Farley (Pro Billing)
Joanne Evans (Accord Financial)

12:00 p.m. - 1:00 p.m. Lunch  

1:00 p.m. - 2:00 p.m.

Dual Session - Choose a Topic:

Transportation Factoring - Carrier Payments, Load Processing


Tech Talk - Engine Processes, System Preferences, System Maintenance

Lindsey Morehouse (Assist Financial Services) 
Michelle Harris & Jay McKinney (ProfitStars)

Ed Majewski & Jay McKinney (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  


Day 2

Tuesday, April 30 Session Description Speakers
7:30 a.m. - 8:30 a.m. Breakfast  
8:30 a.m. - 9:15 a.m. User Group Business Meeting - Vote on Leadership, Set Goals, Form Committees Danielle LaPaglia (ENGS Commercial Capital), Lindsey Morehouse (Assist Financial Services)
9:15 a.m. - 10:45 a.m. Road Map and Enhancements Prioritization  Renee Weatherby
10:45 a.m. - 11:00 a.m. Snack Break  
11:00 a.m. - 12:30 p.m.

Dual session - choose a topic:

ABL Essentials - Best Practices for Setting Up Collaterals, Reporting


Report on It! - Tips and Strategies for Customizing Reporting

Michael Charleston (ProfitStars)


Ed Majewski & Renee Weatherby (ProfitStars)

12:30 p.m. - 12:35 p.m.

Say Good Bye!



 Register Now