acuCONNECT 2022

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

11:00 am – 11:45 am

Shut Up and Eat Your French Fries! – Asking Effective Questions

Ed will present “Shut Up and Eat Your French Fries! Asking Effective Question”. This session is dedicated to the possibility that professionals can greatly increase the value they provide to their customers if they hone their skills at asking better, more effective questions.

Ed Kless
Co-Host of the Soul of Enterprise Podcast with Ron Baker

11:45 am – 12:15 pm

Inbound, Outbound – Next-Generation Payments for Acumatica

B2B transaction complexity slowing down your cash flow? REPAY can help with their AP & AR integrations to Acumatica.

David Harper

12:15 pm – 12:45 pm

Acumatica Developers Program Update

Learn about the program and related resources and events from Acumatica Senior Platform Evangelist Mark Franks.

Mark Franks

12:45 pm – 1:15 pm

The Most Underutilized Automation Feature: Business Events

It is too common to go live in Acumatica without tapping into subtle, yet powerful features that drive automation. We’ll cover one here!

Jeremy Potoka
Presales Leader LLC

Citizen Developer: Combining GIs, Biz Events and Workflow – Part 1

See how to manipulate data based on the results of a generic inquiry linked to a business event. Included: gotchas and headaches to avoid!

Arline Welty
Galeforce Consulting

1:15 pm – 1:30 pm


Visit the Expo area to chat with vendors and enter to win prizes!

1:30 pm – 1:50 pm

Simplify Complex Pricing in Acumatica

Is pricing a challenge? This is the session for you! Come for an interactive, demo of Rockton Pricing Management.

Jenn Schoemer
Rockton Software

Rhonda Sutliff
Rockton Software

Accounts Receivables: Automate, Integrate, Repeat!

Automate your accounts receivable, integrate payments with Acumatica, and increase customer convenience with self-service payment options.

Tiffany Allen

1:50 pm – 2:20 pm

Why Your Company Needs Power BI or Tableau Today

Why you need BI, why you should choose Power BI or Tableau, and how to get value from them on day one and onwards.

Joni Girardi

2:20 pm – 2:50 pm

Modernize Manufacturing: Product Configurator & Estimating

Learn about tools to help you manage complexity, expedite BOM creation, improve accuracy, and boost sales in the manufacturing environment.

Stephen Hennelly

2:50 pm – 3:05 pm


Take a quick break, then jump back into the stage area to see what’s coming up next!

3:05 pm – 3:35 pm

Shine a Light on Financial Reporting

Join Phocas to give your team the independence and confidence to analyze financial data themselves to gain actionable insights.

Jordan Schroeder
Phocas Software

3:35 pm – 3:55 pm

Life After Automation: The Problem with Manual Collections

Join Lockstep to walk through a day in the life of a collector before and after implementing AR automation with Acumatica.

Whitney Gilstrap

Understanding the Cost of Manual Tax Compliance

What’s the cost of manual compliance? Join Avalara to find out how much time you can save by automating sales tax compliance.

Connor O’Donnell

3:55 pm – 4:25 pm

Beyond AP Automation – Automate ALL Your Accounting Processes

Extend your AP capabilities – Learn how DocLink streamlines paper-based processes in AR and for processing sales orders from quote to cash.

Tony Choquehuanca

4:25 pm – 5:15 pm

acuCONNECT 2022 Happy Hour

Happy Hour Sponsored by REPAY

Join us for event recaps, games, and more!

11:00 am – 11:45 am

Day 2 Keynote with John Case

For the third year in a row, Acumatica is showing their support for our event by offering a CEO keynote. Don’t miss your chance to hear from Acumatica’s new CEO in one of his first community appearances since taking the helm.

John Case
CEO of Acumatica

11:45 am – 12:15 pm

Acumatica Bookkeeping – Are Your Books in Order?

Are your books in order in Acumatica? Learn how to get the most out of this GAAP-based ERP with our Acumatica Bookkeeping best practices.

Jeff Altneu

Acumatica Workflow Basics with Nicole & Mike

With the Workflow Engine, users can make their own workflows without code. We will show the basics of what you can do without a programmer!

Nicole Ronchetti
DSD Business Systems

Mike Nottoli
i-Tech Support

12:15 pm – 12:45 pm

Supercharge Your Acumatica Shipping with StarShip

If you’re looking to save time, money and boost your shipping process – don’t miss this session!

Matt St. John
StarShip by V-Technologies

12:45 pm – 1:05 pm


Go to the Networking area to see who you might meet live on camera!

1:05 pm – 1:25 pm

Extending Acumatica to Streamline Tax Compliance

Constantly changing tax rules & rates are hard to manage. Learn how to overcome tax compliance challenges with tax automation for Acumatica.

Jonathan Morgan
Vertex, Inc.

Kristin Schneider
Vertex, Inc.

EBizCharge Payment Solution for Acumatica

Learn about robust payment collection tools for Acumatica like email pay, customer payment portal, and natively built payment modules.

Matt Rogers

1:25 pm – 1:55 pm

DAC browser and building a GI in Acumatica

Learn more about the Data Access Class (DAC) Schema Browser and building GIs in Acumatica.

Daniel Collins
Strategies Group

1:55 pm – 2:15 pm

Power Up Acumatica by Improving Budgeting and Planning

Learn how Prophix can help you budget, plan, and report with more automation – and less time spent on manual tasks for finance.

Scott Culotta

Workforce Go! Payroll, People, and Time for Acumatica

Learn how Workforce Go! HCM creates a connected and meaningful work experience all within a single modern cloud-based solution.

Maria Caputo
Workforce Go!

2:15 pm – 2:30 pm

Break / Expo hours

Stop by the Expo hall and say hi to our sponsors while entering to win prizes!

2:30 pm – 3:00 pm

Creating Agility within Your Supply Chain

Smart demand planning requires visibility of operations and data. With Netstock you can plan for uncertainty and forecast future demand.

Barry Kukkuk
President & Co-Founder, NETSTOCK

3:00 pm – 3:20 pm

Take Charge of Retail Customer ChargeBacks

You will learn what, why, and how to handle the chargebacks imposed upon you by your retail customers.

Janice Phelps
Blue Moon Industries

How to Stop Revenue Loss with A/R Automation

Highradius will cover sources of revenue loss and steps to supplement a proactive approach to “fix the leak” efficiently with AR automation.

Shatarupa Roy

3:20 pm – 3:50 pm

Shipping in a Constrained World

Adopting shipping best practices and leveraging technologies to help businesses grow in a time of constraint – people, cost, and time.

Mike Mahannah

3:50 pm – 4:20 pm

Acumatica Summit 2023 Update

Acumatica Summit 2023 is just around the corner. Come here what’s in store for you in Vegas next year.

Sergey Chernyak

Steve Pampinella
Conference Direct

Splitting Customers Into Different Groups

Big companies, like Google, Microsoft, and others split their customers into different groups. Learn the algorithm that is used to do this.

Yuriy Zaletskyy
Co-Founder, AcuPower LTC

4:20 pm – 5:00 pm

acuCONNECT 2022 Happy Hour

80s & 90s Music Trivia Sponsored by YayPay

Join us for game time, giveaways, and more!

acuCONNECT 2022 is made possible by the generous support of our event sponsors:


DocLink by Altec
3G Pacejet


Blue Moon
NODUS - A Division of EVO
Rockton Software
Workforce Go!


YayPay by Quadient