November 28, 2018        Lansing Center, Lansing MI

Preliminary AGENDA

TimeSession – Agenda is preliminary – times and session topics are subject to change.
8:30 amWelcome
Keynote Speaker Announced – Michelle Steffes!

Michelle has been empowering people and teams for over two decades as a Leader, Director, Team Builder and Business Builder.She empowers individuals and teams, by utilizing cognitive insights and methods to accelerate growth, increase performance and transform self-defeating mindsets. Michelle will be presenting on how to empower leaders.
Practical applications for an engaged and empowered culture. Learn science-backed engagement methods that expose untapped talents, increase morale and produce results. BONUS: 6 powerful tools which will motivate and excite your team!
9:40 amBreak – Register Today
9:50 am“Are you using the right tools?” Integrating your software – Pros and Cons
Presenter: Mark Lockwitz, CPA
Decode your Financial StatementsSage Intacct New Features & New Report Writer Overview
Presenter: Wes Salisbury
Microsoft Dynamics GP 2018 & R2 New FeaturesLegal Update with Mike Stefanko, Loomis Law FirmBuilding a Legacy Mindset
Michelle Steffes
10:50 amBreak – Agenda is preliminary – times and session topics are subject to change 
11:10 – 12:10 pmImpact of UBI Activities & Taxable Fringe Benefits for NonprofitsCrypto HijackingSage Intacct – Paperless and CollaborativeDynamics 365 Business Central & Power BIInsurance Strategies with HUB InternationalExecutive Session TBD
12:10 – 1:00pmLunchRegister Today
1:00 – 2:00 pmAsk the Experts – HR Panel
Jodi Schafer & TBD
Facilitated by Trey Williams, CPAHuman resource management plays a very important role in the growth of an organization. Join us for this highly interactive panel discussion featuring experienced leaders in our HR community! Hear first-hand about such topics as recruiting, retention, organizational structure, the economy, mentoring and strategic viewpoints. Please feel free to submit questions prior to the conference by emailing Christine at
Grow the Value of Your BusinessSage Intacct Advanced Financial Report WriterAccidental Admin – Dynamics GP HacksAffordable Housing Tax UpdateCorporate Performance Management
2:00 pmBreak – Agenda is preliminary – times and session topics are subject to change 
2:20 – 3:20 pmHelping Nonprofits Develop Analytics – KPIGAAP Update on Revenue Recognition and Leasing“YES” Sage Intacct Can Do ThatMicrosoft Power Apps and FlowPayroll Year End Update Mike Weller, CPA 
3:20 pmBreakRegister Today
3:40 – 4:40 pmNonprofit Reporting Update Tax ReformWindows as a Services and Azure“YES” Microsoft Dynamics GP Can Do ThatSQL Reporting Deep DiveCustomization Showcase

Agenda is preliminary – times and session topics are subject to change. Session materials will be available a few days prior to November 28, not all sessions will have materials available.

Back to Solutions Conference Overview

Premium Sponsors