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  • Monday, Sep 28th
    11:00 AM - 12:00 PM East Coast USA Time
    (2723) Applied Epic Accounting: Cleaning Up and Balancing Premium Payables
    Location: Maryland D
    Presenter: Sue Good (she/her/hers) – Alexant Systems Corporation
    Applied Representative: Joy Jack – Applied Systems
    Financial Management
  • Monday, Sep 28th
    11:00 AM - 12:00 PM East Coast USA Time
    (2731) Applied Epic Accounting Tips and Tricks
    Location: National Harbor 3
    Applied Presenter: Janice Sierra (she/her/hers) – Applied Systems
    Financial Management
  • Monday, Sep 28th
    1:00 PM - 2:00 PM East Coast USA Time
    (2736) Embedded Premium Finance Processing – Meet the AFCO Team
    Location: Chesapeake 3
    Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Systems
    Applied Presenter: Heather Shockley (she/her/hers) – Applied Systems
    Financial Management
  • Monday, Sep 28th
    1:00 PM - 2:00 PM East Coast USA Time
    (2741) Revenue Status on Policies Is Here! What It Is and How to Use It
    Location: Cherry Blossom
    Applied Presenter: John Hartigan (he/him/his) – Applied Systems
    Applied Presenter: Jennifer Tindall (she/her/hers) – Applied Systems
    Applied Representative: Larry Klutzke CPA – Applied Systems
    Financial Management
  • Monday, Sep 28th
    2:30 PM - 3:30 PM East Coast USA Time
    (2730) Maximize Your Core Payments Experience with Applied Pay
    Location: Woodrow Wilson A
    Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Systems
    Applied Representative: Heather Shockley (she/her/hers) – Applied Systems
    Financial Management
  • Monday, Sep 28th
    2:30 PM - 3:30 PM East Coast USA Time
    (2745) From Quote to Bind: A Deep Dive in Agency Bill
    Location: Chesapeake J
    Applied Presenter: Cody Stroup – Applied Systems
    Applied Representative: Jeff Newman – Applied Systems
    Financial Management
  • Tuesday, Sep 29th
    10:30 AM - 11:30 AM East Coast USA Time
    (2732) The Evolution of Applied Recon
    Location: Maryland D
    Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
    Applied Representative: Jeff Newman – Applied Systems
    Financial Management
  • Tuesday, Sep 29th
    10:30 AM - 11:30 AM East Coast USA Time
    (2738) Hands-On Lab: How Does Embedded Premium Finance Work for You? (Repeat)
    Location: Chesapeake G
    Applied Presenter: Cody Stroup – Applied Systems
    Applied Representative: Prasidh Bhajiawala (he/him/his) – Applied Systems
    Financial Management
  • Tuesday, Sep 29th
    10:30 AM - 11:30 AM East Coast USA Time
    (2743) Streamlining the Applied Epic Month-End Process
    Location: National Harbor 5
    Applied Presenter: Kayla Marx (she/her/hers) – Applied Systems
    Applied Representative: Larry Klutzke CPA – Applied Systems
    Financial Management
  • Tuesday, Sep 29th
    1:00 PM - 2:00 PM East Coast USA Time
    (2734) Hands-On Lab: How to Use Applied Recon to Process Agency Bill (Repeat)
    Location: Chesapeake D
    Applied Presenter: Stacey Tipton Gelyon – Applied Systems, Inc.
    Applied Representative: Robert D. Maedgen, III (he/him/his) – Applied Systems
    Applied Representative: Jeff Newman – Applied Systems
    Applied Representative: Janice Sierra (she/her/hers) – Applied Systems
    Applied Representative: Kelly Abrams – Applied Systems
    Financial Management
  • Tuesday, Sep 29th
    2:30 PM - 3:30 PM East Coast USA Time
    (2729) Expert Panel: Catching and Resolving Applied Epic Accounting Errors
    Location: Woodrow Wilson D
    Panelist: Theresa Clayton (she/her/hers) – One Digital
    Panelist: Sue Good (she/her/hers) – Alexant Systems Corporation
    Applied Moderator: Janice Sierra (she/her/hers) – Applied Systems
    Financial Management
  • Tuesday, Sep 29th
    2:30 PM - 3:30 PM East Coast USA Time
    (2733) Hands-On Lab: How to Use Applied Recon to Process Direct Bill (Repeat)
    Location: Chesapeake D
    Applied Presenter: Jeff Newman – Applied Systems
    Applied Representative: Stacey Tipton Gelyon – Applied Systems, Inc.
    Applied Presenter: Kelly Abrams – Applied Systems
    Applied Representative: Jackie Hacala (she/her/hers) – Applied Systems
    Financial Management
  • Tuesday, Sep 29th
    2:30 PM - 3:30 PM East Coast USA Time
    (2744) Just What Is a Broker within Applied Epic Accounting?
    Location: Chesapeake A
    Applied Presenter: Robert D. Maedgen, III (he/him/his) – Applied Systems
    Applied Representative: Larry Klutzke CPA – Applied Systems
    Financial Management
  • Wednesday, Sep 30th
    9:30 AM - 10:30 AM East Coast USA Time
    (2737) Embedded Premium Finance Processing – Meet the First Insurance Funding Team
    Location: Maryland B
    Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Systems
    Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
    Financial Management
  • Wednesday, Sep 30th
    9:30 AM - 10:30 AM East Coast USA Time
    (2739) Applied Epic Accounting and the Bank-Owned Agency
    Location: Anapolis 3
    Applied Facilitator: Robert D. Maedgen, III (he/him/his) – Applied Systems
    Financial Management
  • Wednesday, Sep 30th
    11:00 AM - 12:00 PM East Coast USA Time
    (2726) Expert Panel: M&A: How to Tuck-in a Book or Agency into Applied Epic
    Location: Woodrow Wilson D
    Panelist: Aaron C. Glass (he/him/his) – 104600
    Panelist: Theresa Clayton (she/her/hers) – One Digital
    Applied Moderator: Heather Shockley (she/her/hers) – Applied Systems
    Financial Management
  • Wednesday, Sep 30th
    11:00 AM - 12:00 PM East Coast USA Time
    (2836) Hands-On Lab: How to Use Applied Recon to Process Agency Bill (Repeat)
    Location: Chesapeake 6
    Applied Presenter: Stacey Tipton Gelyon – Applied Systems, Inc.
    Applied Representative: Robert D. Maedgen, III (he/him/his) – Applied Systems
    Applied Representative: Jeff Newman – Applied Systems
    Applied Representative: Janice Sierra (she/her/hers) – Applied Systems
    Applied Representative: Kelly Abrams – Applied Systems
    Financial Management
  • Wednesday, Sep 30th
    11:00 AM - 12:00 PM East Coast USA Time
    (2837) Hands-On Lab: How Does Embedded Premium Finance Work for You? (Repeat)
    Location: Chesapeake D
    Applied Presenter: Cody Stroup – Applied Systems
    Applied Representative: Prasidh Bhajiawala (he/him/his) – Applied Systems
    Financial Management
  • Wednesday, Sep 30th
    11:00 AM - 12:00 PM East Coast USA Time
    (2742) Paying Producers in Applied Epic: Setting Up Producer Commissions Agreements for Ease and Efficiency
    Location: Maryland A
    Presenter: Danielle DuFour (she/her/hers) – NBT Insurance Agency
    Applied Presenter: Kayla Marx (she/her/hers) – Applied Systems
    Applied Representative: Ro Olguin – Applied Systems
    Financial Management
  • Wednesday, Sep 30th
    11:00 AM - 12:00 PM East Coast USA Time
    (2746) Goodbye Manual Receipt Entry: Importing Direct Bill Receipts in Applied Epic
    Location: Chesapeake A
    Applied Presenter: Nash Qadri (he/him/his) – Applied Systems
    Applied Representative: Scott Ingram – Applied Systems
    Financial Management
  • Wednesday, Sep 30th
    1:30 PM - 2:30 PM East Coast USA Time
    (2725) Journal Entries in Applied Epic
    Location: Cherry Blossom
    Presenter: Aaron C. Glass (he/him/his) – 104600
    Applied Representative: Larry Klutzke CPA – Applied Systems
    Financial Management
  • Wednesday, Sep 30th
    1:30 PM - 2:30 PM East Coast USA Time
    (2835) Hands-On Lab: How to Use Applied Recon to Process Direct Bill (Repeat)
    Location: Chesapeake G
    Applied Presenter: Jeff Newman – Applied Systems
    Applied Representative: Stacey Tipton Gelyon – Applied Systems, Inc.
    Applied Representative: Janice Sierra (she/her/hers) – Applied Systems
    Applied Representative: Kelly Abrams – Applied Systems
    Financial Management
  • Wednesday, Sep 30th
    1:30 PM - 2:30 PM East Coast USA Time
    (2735) Embedded Premium Finance Processing – Meet the IPFS Team
    Location: Maryland B
    Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Systems
    Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
    Financial Management
  • Wednesday, Sep 30th
    1:30 PM - 2:30 PM East Coast USA Time
    (2747) From Inbox to Reconciliation: Automatically Gathering Carrier Statements with Applied Recon
    Location: Chesapeake 9
    Applied Presenter: Scott Ingram – Applied Systems
    Applied Representative: Nash Qadri (he/him/his) – Applied Systems
    Financial Management
  • Thursday, Oct 1st
    8:00 AM - 9:00 AM East Coast USA Time
    (2724) Understanding and Balancing Financial Reports in Applied Epic
    Location: Maryland D
    Presenter: Maureen Boenig, CIC, CISR (she/her/hers) – Maureen Boeing Consulting LLC
    Applied Representative: Jeff Newman – Applied Systems
    Financial Management
  • Thursday, Oct 1st
    9:30 AM - 10:30 AM East Coast USA Time
    (2728) Applied Epic Premium Fields: What They Are and How to Report on Them
    Location: Maryland A
    Applied Presenter: Ro Olguin – Applied Systems
    Applied Representative: Allison Haag – Applied Systems
    Financial Management
  • Thursday, Oct 1st
    9:30 AM - 10:30 AM East Coast USA Time
    (2740) Memo Bills, Binders, and Splits: Unusual Billing Scenarios in Applied Epic
    Location: National Harbor 2
    Applied Presenter: Larry Klutzke CPA – Applied Systems
    Applied Representative: Robert D. Maedgen, III (he/him/his) – Applied Systems
    Financial Management