The Virtual Conference for Acumatica Customers and Partners

acuCONNECT provides an opportunity to learn more about Acumatica Cloud ERP, the chance to connect with other Acumatica users and experts, and the opportunity to share your Acumatica best practices and experiences. Best of all, it’s free and like using Acumatica, you can connect from anywhere.

Library of sessions from the past years

acuCONNECT includes an agenda packed with insightful sessions designed to deepen your Acumatica product knowledge and highlight solutions that can help you get the most out of your Acumatica investment.
Check out out all of the valuable content from previous acuCONNECT events:

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acuCONNECT 2024 was our fifth-annual virtual conference that focuses exclusively on Acumatica Cloud ERP customers and partners!

Participants had the opportunity to::

  • Learn from experts, solution providers, and other users how to get the most from Acumatica
  • Share your knowledge about how you use Acumatica to manage your business
  • Connect with other acu-connect community members and experts

It was an incredible opportunity to discover how your business can get even more out of Acumatica Cloud ERP – not to mention the chance to win prizes, have fun, and it’s FREE thanks to the generous support of our sponsors!

acuCONNECT 2024 Session Recordings

Note: Agenda subject to change without notice, all times listed are Eastern Standard Time (UTC-4).

11:30 am – 12:15 pm

Opening Remarks and Keynote with John Case

John Case
CEO at Acumatica

Keynote sponsor:

12:20 pm – 12:45 pm

360-Degree BI Dashboards: Generic Inquiries on Steroids

Learn how BI-based Reporting provides actionable dashboards & reports with infinite drill down and the technology behind it.

Joni Girardi
DataSelf

12:50 pm – 1:20 pm

WNBA Hype Machine: Behind the Scenes at the T-Shirt Factory

Find out how the (pretend) tshirt factory uses cases, custom workflow, dialog boxes and biz events to keep the people happy. Technical + fun

Arline Welty
Data Quest

Mike Nottolli
I-Tech Support

Qualifying Counter Sales vs Modern Retail Point of Sale

Learn Point of Sale discovery best practices and how to assess which Acumatica integration POS aligns with retail customer requirements.

Stacie A. Jurczak
Acumatica

David Corredor
Heuristyc

1:25 pm – 1:45 pm

Unlocking Profit: Paystand’s AR Automation for Acumatica

Learn how to eliminate processing fees, automate the full cash receivables lifecycle, and speed up time to cash natively in Acumatica.

Danny Hosea
Paystand

David Gersten
Paystand

Overcoming B2B Ecommerce Challenges with k-ecommerce

Explore how to tackle the complexities of B2B ecommerce with us. Gain valuable insights and tailored strategies for success.

Patrick Fusarini
k-ecommerce

1:50 pm – 2:20 pm

CRM Workflow – Leads, Opportunities, and Sales/Project Quote

This session will cover the CRM workflow that starts with a Lead, moves to an Opportunity, and creates a sales or project quote.

Brent Stabiner
Logan Consulting

Capitalize on Every Project: Acumatica’s Project MFG

Learn how Acumatica’s Project Manufacturing helps project based manufacturers increase service levels and profitability.

Dennis Easter
Algorithm Inc

2:25 pm – 2:45 pm

A Guide to Payment Automation in Accounts Payable

Join AvidXchange’s webinar to learn how cutting-edge payment tech can future-proof finance departments. Stay productive & competitive!

Chandler Watts
AvidXchange

Supercharge Your ERP with ProjectManager

Learn how to use project-based operational data to generate financial reports, invoice billable hours and get expense insights in Acumatica.

Mike Riegelsberger
ProjectManager

2:50 pm – 3:15 pm

The B2B-First versus DTC-first Ecommerce landscape

Brian Seidel
CIMcloud

Get a plain english understanding of the Acumatica-integrated eCommerce landscape and why it matters to product-centric B2B-first companies.

3:20 pm – 3:50 pm

Maximizing Marketing Impact with Hubspot and Acumatica

Explore the strategic advantages of integrating HubSpot’s marketing automation tools and Acumatica’s ERP capabilities.

Stephanie McColly
Crestwood Associates

Customizing Acumatica Best Practices

When to customize Acumatica and which approach to follow.

Patricia Bennett
PC Bennett Solutions

Paul Purcell
PC Bennett Solutions

3:55 pm – 4:20 pm

Learn to Enhance Your AR with More Than Just Credit Cards

In this session, we’ll show how you can expand the capabilities of your AR with Scheduled Payments, Fee Recovery, Pay by Statement and more.

Nicole Ronchetti
Paya a Nuvei Company

Nick Heuer
Paya a Nuvei Company

4:25 pm – 4:45 pm

Transform Pricing Management: Say Goodbye to Excel Headaches

Simplify complex pricing with Rockton Pricing Management! Streamline calculations, rebates, commissions, and more. Ditch Excel headaches now.

Blake Rockwell
Rockton Software

Productivity Tools for Acumatica

Agreement Designer and Questionnaire Designer streamline tasks, like language for contracts and creating checklists for collecting data.

Marty Rhodes
Single Source Systems, Inc.

4:50 pm – 5:30 pm

Customer Journey Excellence: Perfecting the Handoff:

How to effectively have a smooth transition from PM to CSM so your clients always feel supported in their infancy and beyond.

Kayle Harter
Klear Systems

Meagan Bobb
Klear Systems

AI Acumatica Copilot on ChatGPT

1. Automate financial reporting and analysis
2. Identifying anomalies or discrepancies in financial data?
3. Generate executive summaries

Yuriy Zaletskyy
AcuPower LTD

11:15 pm – 11:45 pm

Top 5 Ways to Optimize Acumatica After Go-Live

Everyone needs to go-live at some point. What happens in the months/years after the initial project? Join to discuss optimizing your ERP!

Jeremy Potoka
Technology Leader Companies

Boosting Distributor Performance Through Technology

Discover how leveraging modern technology can streamline operations and drive growth in wholesale distribution.

Kelly Squizzero
Acumatica

11:50 am – 12:15 pm

Beyond Excel: Agile Budgeting for the Era of Volatility

Replace manual templates. Transform your budget into a strategic tool that drives better decisions and aligns finance and operational teams.

Stephanie Johnstone
Solver Inc.

Tracy Rich
Solver Inc.

12:20 pm – 12:50 pm

One ERP From Startup to Enterprise

Learn how Acumatica supports your growth without the need for expensive and disruptive conversions!

Paul Caron
Caron Business Solutions Inc.

Leveraging Readily Available Tools with Acumatica and Odata

Wishing you could incorporate Acumatica data into your favorite data visualization tool? Take advantage of Acumatica’s Excel integration!

Anne Samson
Galeforce Consulting Partners

12:55 pm – 1:15 pm

4 Strategic Capabilities to Simplify Your Complex Processes

Learn how to elevate Acumatica to reduce ERP storage, and cut time spent on document: capture, investigations, and distribution/delivery.

Dan Drvaric
Beyond Limits

Enhanced HR & Time Tracking with Arcoro

Discover what makes Acumatica integration partner, Arcoro, the HR and time tracking solution of choice for field-based industries.

Brian May
Arcoro

1:20 pm – 1:50 pm

Tips and Tricks: Working More Efficiently in Acumatica

Learn how to save time working in Acumatica with saved configurations, automations and shortcuts. Work smarter, not harder!

Haylee Hicks
I-Tech Support

Confessions of a Metaconsultant

Learn why a consultant’s intention must be to help the Customer make the best possible decisions.

Ed Kless
Tipping Point Advisors

1:55 pm – 2:20 pm

Improve shipping cost & service with 3G Transportation Suite

See how 3G Pacejet Shipping connects Acumatica with more carriers, automates freight & parcel, streamlines packing to improve cost & service.

Luke DeLeon
3G

2:25 pm – 2:55 pm

Unique Data Joins & Formulas

This session will cover some more unique joins in Acumatica and how to utilize a few helpful formulas to optimize Data Outputs.

Daniel Collins
Strategies Group

CPQ: A Deep Dive into Acumatica’s Product Configurator

Acumatica’s integrated product configurator streamlines product customization. Learn features, tips and tricks using real-life examples.

Laura Jaffe
Parallel Solutions

3:00 pm – 3:25 pm

Keep Your Inventory in Good Shape with Netstock & Acumatica

Is inventory optimization causing headaches & hurting your bottom line? Join Dr. Proctor to see how Netstock can transform your inventory.

Vaughan Proctor
Netstock

3:30 pm – 4:00 pm

Artificial Intelligence: How It Makes Manufacturing Better

Join this session to learn how Artificial Intelligence can help manufacturers improve operational efficiency and increase profitability.

Debbie Baldwin
Acumatica

Construction – Smart Technology Advantage

In today’s fiercely competitive construction market, staying ahead demands more than just skill – it requires strategic innovation.

Joel Hoffman
Acumatica

4:05 pm – 4:25 pm

What’s Trending for Human Resources in 2024

Hear what the experts are saying is trending in human resources for 2024 and how Workforce Go can help address these requirements.

Maria Caputo
Workforce Go

Key Questions to Ask B2B E-Commerce Providers

Frustrated w/ B2B eComm vendor selection & scattered strategy?
Get questions unique to distributors – from integrations to complex pricing.

Nicole Grafton
Aldrich Web Solutions, Inc.

Bill Rosado
Aldrich Web Solutions, Inc.

4:30 pm – 5:00 pm

Creative SQL Views for Reporting

Come learn some creative SQL Views that can be used in your Acumatica Generic Inquiries and Report Designer reports.

Tim Rodman
AugForums.com

My Favorite Acumatica Features From 2024 R1 and R2

In this session I will cover some of my favorite features introduced in Acumatica 2024 R1 and some of the upcoming features in 2024 R2.

Chris Joco
DSD Business Systems

acuCONNECT 2024 is made possible by the generous support of our event sponsors

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acuCONNECT 2023 Sponsorship Opportunities

Interested acuCONNECT 2025 Sponsorship Opportunities?

Reach out to the team at acu-connect today to learn more about sponsorship opportunities for acuCONNECT 2025. It’s a great way to connect with the acu-connect community and increase awareness about your solutions and services!

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