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Tuesday, October 8
 

10:00am PDT

ELF to PDF
Tuesday October 8, 2024 10:00am - 10:55am PDT

We have/and are in the process of moving all our ELF forms to PDF!

  1. W2s ✅

  2. 1099s ✅

  3. AP Checks ✅

  4. EFT/Checks ✅

  5. POs ☑️ (going live now)

  6. Process of editing signatures and updating logos at Clay.

This is a high level overview of what we have learned along the way, mistakes you can avoid and best practices we have learned.

Speakers
avatar for Stephen Barker

Stephen Barker

Programmer/Analyst, Clay County District Schools
Tuesday October 8, 2024 10:00am - 10:55am PDT
Ambassador 2

10:00am PDT

Intro to CDD
Tuesday October 8, 2024 10:00am - 10:55am PDT
Speakers
avatar for Tony Chapman

Tony Chapman

Owner, Streamfine Consulting
5 years experience with SunGard as a BusinessPLUS Tools Consultant. 13+ years operating as an independent consulting firm providing reporting, workflow, security, and custom web form development. I do it because I enjoy the work!I love skiing on water and snow! When I'm not on the... Read More →
Tuesday October 8, 2024 10:00am - 10:55am PDT
Ambassador 3

10:00am PDT

New Employee to 1st Check - Part of 1
Tuesday October 8, 2024 10:00am - 10:55am PDT
Speakers
avatar for Teresa Williams

Teresa Williams

Sr Software Analyst - SNUG President-Elect, Muscogee County School District
Tuesday October 8, 2024 10:00am - 10:55am PDT
Ambassador 1

11:10am PDT

(B+) ERP Executive Roundtable
Tuesday October 8, 2024 11:10am - 12:05pm PDT

Opportunity to provide feedback and share experiences on product, services and support relating to BusinessPlus
Speakers
JN

Jacqui Nielsen

Vice President, Product Management
JG

Jess Gartner

PowerSchool
Tuesday October 8, 2024 11:10am - 12:05pm PDT
Celebrity G

11:10am PDT

Budgeting Refresher
Tuesday October 8, 2024 11:10am - 12:05pm PDT
This session will cover the basics of setup, input and reporting of budgeting in BusinessPlus.
Speakers
JB

John Boyd

Sr. Business Analyst, Oakland Schools
9+ years supporting and implementing BusinessPlus for 21 school districts in Michigan, focusing on GL, Budgeting, A/R and Bank Reconciliation. 
Tuesday October 8, 2024 11:10am - 12:05pm PDT
Ambassador 2

11:10am PDT

Equifax Employment Verification Services
Tuesday October 8, 2024 11:10am - 12:05pm PDT
Interested in saving hours of operational time responding to repetitive requests for salary verifications? Learn how an integration with Equifax can add fte back into your human resource and payroll departments and improve delivery of verifications to all district staff. It's a win-win you'll want to hear about!
Speakers
avatar for Gayla Jenner

Gayla Jenner

Director of Compensation and Benefits, Everett School District
Tuesday October 8, 2024 11:10am - 12:05pm PDT
Ambassador 1

1:05pm PDT

Application Managed Service
Tuesday October 8, 2024 1:05pm - 2:00pm PDT
PowerSchool has a wide variety of managed service offerings to support your districts resource planning systems.  Join us to learn more about how PowerSchool managed services can benefit your district.
Speakers
avatar for Wes Durham

Wes Durham

Director, Services Solutions, PowerSchool
Tuesday October 8, 2024 1:05pm - 2:00pm PDT
Celebrity A

1:05pm PDT

B+ Tools/Tech Roundtable
Tuesday October 8, 2024 1:05pm - 2:00pm PDT
This is an open floor discussion.   Please come with topics, questions, information, etc regarding anything relating to B+ Tools & Technology.  This session will be informal.

Speakers
avatar for Chris Hampton

Chris Hampton

Systems Analyst, Heartland AEA
Tuesday October 8, 2024 1:05pm - 2:00pm PDT
Ambassador 3

1:05pm PDT

PCard - Ground zero to fully functioning
Tuesday October 8, 2024 1:05pm - 2:00pm PDT
Business Plus P-Card Reconciliation Process
  • Purchase Installation

  • System Setup

  • Statement Import

  • Reconciliation

  • Workflow

  • AP Import

  • Reporting

  • Distribution Posting Strategy


Speakers
JM

John Mescall

ITS Coordinator - ERP Team, Clay County Schools
Tuesday October 8, 2024 1:05pm - 2:00pm PDT
Ambassador 7

1:05pm PDT

WH/FA/SI/PO Integration - Part of 1
Tuesday October 8, 2024 1:05pm - 2:00pm PDT
SI - Stores processes-setup and PO-Receiving
FA - Classes & coded values - as well as depreciation

We will go through the processes and screens for stores inventory setup, reports to help your
purchasing department know what is needed to get inventory back to the min/max you have setup.

You see the processes for setting up FA classes and coded values as well as even updating the
depreciation templates, and you will also see how the values are used in the fixed asset information
screen.
Speakers
avatar for John Weathers

John Weathers

Warehouse Manager, West Des Moines Community Schools
I'm John Weathers, West Des Moines Schools, Warehouse Manager. I manage our Fixed Asset inventory for the district, Stores Inventory, including purchasing of district supplies, and assets, including everything between furniture up to vehicles.I enjoy learning new tips and tricks... Read More →
Tuesday October 8, 2024 1:05pm - 2:00pm PDT
Ambassador 2

3:45pm PDT

CDD - XLG
Tuesday October 8, 2024 3:45pm - 4:40pm PDT
Are your users always saying "This report is great... can I get it in Excel?" If so, let me introduce you to the wonderful world of the XLG scriptlet. XLG will allow your users to download information into a sortable, filter-able Excel format. Even if you have little experience with CDD reports, if you're intrigued, please join us!
Speakers
avatar for Liz Mcfarland

Liz Mcfarland

Business Applications Manager, Federal Way Public Schools
PNW SUG Board member. Advocate for systems that work together, streamlining processes, and improving efficiencies. Fan of Mariners baseball, Seahawks football, and Huskies of any type. And curling.
XLG pdf
Tuesday October 8, 2024 3:45pm - 4:40pm PDT
Ambassador 3

3:45pm PDT

PY Contract Balancing
Tuesday October 8, 2024 3:45pm - 4:40pm PDT
Join the PowerSchool Services team in learning payroll contracts balancing and reconciliation best practices.   Learn strategies used by BusinessPlus school districts and PowerSchool to ensure that your pay assignments earned and paid values are always in balance.


Speakers
avatar for Wes Durham

Wes Durham

Director, Services Solutions, PowerSchool
Tuesday October 8, 2024 3:45pm - 4:40pm PDT
Ambassador 1
 
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