Presentations - MONDAY NOV 10TH, 2008
Best Practices for Implementing Fishbowl Inventory
Mon, 7:00 PM – 9:00 PM
Location: Cira B&C
Speaker: Bonnie Nagayama, CPA
Learn the best practices for succeeding as a Fishbowl VAR. Topics will include: Things Accountants Must Know About Fishbowl Inventory, Qualifying Opportunities to Ensure Success, Case Studies, and a panel of experts who will share their experiences with implementing Fishbowl Inventory.
Adagio FX Financial Statement Design & Adagio by Softrak
Mon, 7:00 PM – 9:00 PM
Location: Aurora
Speaker: Andrew Bates
See how Adagio FX can completely automate your or your client's month end financial statement creation, producing presentation quality statements formatted exactly the way you need in minutes. We’ll create budget, department and prior period comparatives while you watch – adding company logos and highlighting unusual variances. Drill down directly from the statement to the posted transaction detail to explain unusual results. Create side-by-side departmental comparatives in seconds. This evening session will cover:
- Creating an Adagio FX workspace
- Retrieving your data from QuickBooks
- Creating a basic Balance Sheet and Income Statement
- Using Account Groups to speed ad hoc reporting
- Adding accounts
- Making the statement "pretty"
- Creating statement groups to automate month end statement production
Participants will leave with the ability to use Adagio FX to create the financial statements for their practice and their clients. While this session is not "hands on", participants are invited to bring their laptops and data that they are familiar with to make sure that specific questions they may have get answered. Each attendee will receive a full electronic copy of Adagio FX for QuickBooks and over 60 sample financial report templates.
Additionally, find out how Adagio by Softrak is the next logical step for your clients outgrowing their QuickBooks solution. Designed for organizations managing significant transaction volumes, with a full-time accountant (or bookkeeper) and no IT department, Adagio brings powerful order and inventory management, job costing and customized, ad hoc reporting to the desktops of the organization. We’ll demonstrate the benefits of batch vs on-line processing as organizations grow, the importance of customized forms and reports, and how accounting information can be shared, without sharing the accounting applications themselves.