Regional Users Summit

 September 1-2, 2015 • Chicago, Illinois

Event Schedule

Keynote and First Event – Tuesday – Day 1 – September 1, 2015
Time Room Session Speaker
 12:30PM-1:20PM  Lindbergh A Keynote – LifeCycle
Mike has spent the last 20 years working with small and mid-sized firm’s evaluating what works and what doesn’t regarding firm management. During that time, he became acquainted with some of the best firm policies, procedures and software logic. From this, he developed the Practice Management LifeCycle™ which has evolved into the Practice Management WorkSpace™ software produced by Office Tools Professional.
 Brandon Bonner,
Trainer,
Office Tools
1:20PM-2:10PM  Lindbergh A Tips and Tricks
Are you aware that we add new features to our software every year? Did you know Practice Management has a built in Instant Messenger? Learn about many of our new features including Tips and Tricks and how to best use our software. Find out about our integrated user guides, the best way to use the activity list, and AIMI our newest instant messenger. Session will end with a Round Table Discussion.
 Brandon Bonner,
Trainer,
Office Tools
2:10PM-3:00PM  Lindbergh A Lacert & Outlook
Discover the value of our new and existing Integration’s along with the added seam-less functionality. In this course you will learn more about how integration with Lacerte & Microsoft Outlook can empower you and your firm. Centralizing contact data, sharing information, and streamlining process are all benefits of using our seam-less integrations. Intial importing of data will be discussed also.
 Brandon Bonner,
Trainer,
Office Tools
3:00PM-3:20PM  Lindbergh B Break
3:20PM-4:10PM  Lindbergh A QuickBooks & Excel
Learn advanced practices and discuss specific scenarios when using our seam-less integration with Microsoft Quickbooks and Excel. Understanding and learning the advanced integration options are the key to maximizing your seamless workflow.
 Brandon Bonner,
Trainer,
Office Tools
4:10PM-5:00PM  Lindbergh A CRM – Contact Management
Learn how to improve your customer’s relationship with your staff, discover why CRM software is necessary for growing and sustaining better firms. Find out why Practice Management Software is the foundation for finding, engaging and retaining new customers. Session will end with a Round Table Discussion.
Brandon Bonner,
Trainer,
Office Tools
 5:00PM-5:30PM  Lindbergh A Round Table Discussion Event – Visit a table of your choice!
Network with speakers, trainers and other professionals covering a variety of topics organized by select industry subjects. Attendees will have the opportunity to select a new table and join others or stay at one table, in this unique collaborative environment.
 round-table
Wednesday – Day 2 – September 2, 2015
Time Room Session Speaker
7:00AM-8:00AM Breakfast in Foyer
8:00AM-8:50AM  Lindbergh A Document Management
A paperless office is an efficient office. Learn how Practice Management Workspace can help build a foundation of a paperless office using our Document Management System. This session will discuss methods of importing client documents into PM Workspace, utilizing activity-specific drag & drop boxes, and the benefits of “Cross Folder Search and Merge”.
Brandon Bonner,
Trainer,
Office Tools
8:50AM-9:40AM  Lindbergh A Client Portal
This class will give you the opportunity to learn all that the portal has to offer; from color schemes to accepting payments, our Client Portal is a powerful tool for the established paperless office.
 Brandon Bonner,
Trainer,
Office Tools
9:40AM-10:30AM Projects – Setup
Learn and discuss the Setup and Best Practices of Projects. This session will be an in-depth look at making sure your projects are working the way your Office needs, helping maximize project workflow opportunities for seasoned and new users alike.
 Brandon Bonner,
Trainer,
Office Tools
10:30AM-10:45AM  Lindbergh B Break
10:50AM-11:40AM  Lindbergh A Projects & Workflow
In this session you will get exposed to the full potential of the Project Workflow system. Learn how to customize Project settings to your needs and utilize all aspects of the reporting and budgeting features. We’ll be reserving a significant portion of time for Q&A and real-world case studies of Projects in action.
 Brandon Bonner,
Trainer,
Office Tools
 11:40AM-12:30PM  Lindbergh A Activity & Time Tracking
Learn how to navigate the setup of Work codes, Billing rates, reports and discuss best practices when implementing the Time & Billing in Practice Management.  We will also see how activities in WorkSpace utilize the different methods.
Brandon Bonner,
Trainer,
Office Tools
 12:30PM-1:40PM  Lindbergh B Lunch
1:40PM-2:30PM  Lindbergh A Time & Billing
Do you do more than track time, create an invoice from that time, and collect payments? This session will cover some more in depth billing concepts such as the difference between adjustments, overrides, and discounts; credit and debit memos;
and appropriate reports.
 Brandon Bonner,
Trainer,
Office Tools
 2:30PM-3:30PM  Lindbergh A Best Practices / Q & A
How can our firms benefit from better usage of the latest technologies including WorkSpace Online. New web based applications meet by connecting to Windows based programs making the best combination of both worlds.
Brandon Bonner,
Trainer,
Office Tools

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