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Tuesday, October 8
 

10:00am PDT

Planning for Your 23.10 eFinancePlus Upgrade
Tuesday October 8, 2024 10:00am - 10:55am PDT
The latest eFinancePlus versions have a lot of valuable benefits that can
empower your district’s business office. In this meeting we will discuss how to plan for your upgrade, how to stay compliant, timeline considerations, change management strategies and much more.
Speakers
avatar for Wes Durham

Wes Durham

Director, Services Solutions, PowerSchool
Tuesday October 8, 2024 10:00am - 10:55am PDT
Ambassador 6

11:10am PDT

Finance 101
Tuesday October 8, 2024 11:10am - 12:05pm PDT
New to eFinance or have some new responsibilities? I'll review core system areas and things I wish I knew when I first started. Learn some tricks, tips, wildcards and shortcuts. Bring some of your questions too!
Speakers
avatar for Joshua Dyer

Joshua Dyer

Asst. Superintendent for Business - SNUG Past President, Monroe ISD
Tuesday October 8, 2024 11:10am - 12:05pm PDT
Ambassador 6

1:05pm PDT

Miscellaneous Billing
Tuesday October 8, 2024 1:05pm - 2:00pm PDT
Misc. Billing gives great reports for Customer aging and transactions
After setup data entry is very easy and cost effective.
Transactions integrate with GL.
Audit requirements satisfied with segregation of duties due to Several approval levels.


Speakers
avatar for Joanne Newfield

Joanne Newfield

Executive Director of Accounting, Chester Community Charter School
Joanne H. Newfield, CPA, CGMA, MBA, a graduate of Wharton Business School, has over thirty years accounting and management experience. Positions include:  Executive Director of Accounting for Chester Community Charter School (13 years), Controller/Consultant for Resource Management... Read More →
Tuesday October 8, 2024 1:05pm - 2:00pm PDT
Ambassador 6

3:45pm PDT

Finance/Accounting Roundtable
Tuesday October 8, 2024 3:45pm - 4:40pm PDT
Share your knowledge, network, and learn something new from your PS ERP peers
Speakers
avatar for Charlotte Wemple

Charlotte Wemple

Senior Solution Specialist, Sourcewell
I have been with Sourcewell for 8 years. My roll is to support district through the implementation of eFinancePlus as well as offer training and support in the software.  My primary focus is the Fund Accounting side of the software.  Prior to Sourcewell, I worked in a school district... Read More →
Tuesday October 8, 2024 3:45pm - 4:40pm PDT
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