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  • Tuesday, Oct 7th
    10:45 AM - 11:45 AM PT
    (2533) Automate Premium Financing with Applied Pay and AFCO Direct
    Location: Primrose Ballroom 1
    Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Systems
    Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
    Applied Representative: Nash Qadri (he/him/his) – Applied Systems
    Payments & Accounting
  • Tuesday, Oct 7th
    10:45 AM - 11:45 AM PT
    (2541) Hands-On Lab: Discover the Configure Accounting Area in Applied Epic
    Location: Joshua 9
    Applied Presenter: Jeff Newman – Applied Systems
    Applied Presenter: Robert D. Maedgen, III – Applied Systems
    Applied Representative: Larry Klutzke CPA CIC – Applied Systems
    Applied Representative: Adam Hendry – Applied Systems
    Payments & Accounting
  • Tuesday, Oct 7th
    10:45 AM - 11:45 AM PT
    (2573) A Front Office User's Guide to Understanding the Applied Epic Transaction Screen
    Location: Joshua 3
    Presenter: George Vakalopoulos – Alliant Insurance Services, Inc.
    Applied Representative: Kayla Marx (she/her/hers) – Applied Systems
    Personal & Commercial Servicing - GeneralPayments & Accounting
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2532) I Want It That Way: Customizing Epic Reports, Invoices, and Statement Layouts
    Location: Juniper 1
    Applied Presenter: Dave Younker – Applied Systems
    Applied Representative: Adam Hendry – Applied Systems
    Payments & Accounting
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2537) Unlocking the Value of Applied Pay for Your Agency and Insureds
    Location: Juniper 2
    Applied Presenter: Chase Petrey – Applied Systems
    Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
    Applied Representative: Robert D. Maedgen, III – Applied Systems
    Applied Representative: Jeff Newman – Applied Systems
    Payments & Accounting
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2545) Expert Panel: Applied Pay Best Practices
    Location: Orovada Ballroom 3
    Applied Moderator: Heather Shockley – Applied Systems
    Panelist: Patti Schmidt
    Panelist: Mark Carrick – The Baldwin Group
    Panelist: Heather Tolbert
    Panelist: William Laubach – Emery & Webb, Inc.
    Applied Representative: Amy Dermody – Applied Pay
    Applied Representative: Prasidh Bhajiawala (he/him/his) – Applied Systems
    Payments & Accounting
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2548) Financial Mastery: Streamlining Month-End Processing for Perfection
    Location: Orovada Ballroom 6
    Applied Presenter: Kayla Marx (she/her/hers) – Applied Systems
    Applied Representative: Larry Klutzke CPA CIC – Applied Systems
    Payments & Accounting
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2586) Agency Billing for Non-Accountants: Data Entry Standards for Policies and Transactions - Part 1
    Location: Primrose Ballroom 3
    Presenter: Lauren Roberts – Kite Technology Group
    Presenter: Buffy Johnson – Kite Technology Group
    Applied Representative: Jim Zell – Applied Systems
    Personal & Commercial Servicing - GeneralPayments & Accounting
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2637) Introduction to Accounting Reports
    Location: Joshua 8
    Applied Presenter: Ro Olguin – Applied Systems
    Applied Representative: Laura Jermyn – Applied Systems
    Reporting, Dashboards, and Data AnalyticsPayments & Accounting
  • Tuesday, Oct 7th
    2:45 PM - 3:45 PM PT
    (2527) Expert Panel: Closing the Gap on Closing the Month
    Location: Orovada Ballroom 3
    Applied Moderator: Kayla Marx (she/her/hers) – Applied Systems
    Panelist: Maureen Boeing, Maureen Boeing Consulting (she/her/hers) – Maureen Boeing Consulting
    Panelist: Loni J. Gawey (she/her/hers) – Levitt-Fuirst Associates, Ltd.
    Panelist: Natalie J. Thompson – The Harbin Agency
    Payments & Accounting
  • Tuesday, Oct 7th
    2:45 PM - 3:45 PM PT
    (2549) Agency Billing for Non-Accountants: Deep Dive on Policy-Level Transactions - Part 2
    Location: Primrose Ballroom 3
    Presenter: Lauren Roberts – Kite Technology Group
    Presenter: Buffy Johnson – Kite Technology Group
    Applied Representative: Jim Zell – Applied Systems
    Payments & Accounting
  • Wednesday, Oct 8th
    10:15 AM - 11:15 AM PT
    (2526) Expert Panel: Catching and Resolving Applied Epic Accounting Errors
    Location: Mariposa Ballroom 8
    Applied Moderator: Janice Sierra (she/her/hers) – Applied Systems
    Panelist: Maureen Boeing, Maureen Boeing Consulting (she/her/hers) – Maureen Boeing Consulting
    Panelist: Loni J. Gawey (she/her/hers) – Levitt-Fuirst Associates, Ltd.
    Panelist: Denise Kinman (she/her/hers) – Specialty Risk Insurance & White Oak Exchange
    Applied Representative: Kayla Marx (she/her/hers) – Applied Systems
    Payments & Accounting
  • Wednesday, Oct 8th
    10:15 AM - 11:15 AM PT
    (2534) Automate Premium Financing with Applied Pay and Imperial PFS
    Location: Orovada Ballroom 5
    Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Systems
    Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
    Payments & Accounting
  • Wednesday, Oct 8th
    10:15 AM - 11:15 AM PT
    (2539) Mastering Direct Bill Commission Download in Applied Epic
    Location: Starvine 6
    Applied Presenter: Robert D. Maedgen, III – Applied Systems
    Applied Presenter: Jeff Newman – Applied Systems
    Applied Representative: Brian Marable – Ivans
    Payments & Accounting
  • Wednesday, Oct 8th
    10:15 AM - 11:15 AM PT
    (2546) Transforming Benefits Commission Recording with AI-Powered Automated Statements
    Location: Primrose Ballroom 4
    Applied Presenter: Nash Qadri (he/him/his) – Applied Systems
    Applied Presenter: Chase Petrey – Applied Systems
    Applied Representative: Toolkia Kashyap (she/her/hers) – Applied Systems
    Applied Representative: Scott Ingram – Applied Systems
    Payments & AccountingEmployee Benefits
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2544) Hands-On Lab: How Applied Pay Makes Life Easier
    Location: Joshua 1
    Applied Presenter: Amy Dermody – Applied Pay
    Applied Representative: Jeff Newman – Applied Systems
    Applied Representative: Robert D. Maedgen, III – Applied Systems
    Applied Representative: Heather Shockley – Applied Systems
    Payments & Accounting
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2547) Transforming P&C Agency Bill Carrier Payables Reconciliation with AI-Powered Automated Statements
    Location: Orovada Ballroom 4
    Applied Presenter: Nash Qadri (he/him/his) – Applied Systems
    Applied Presenter: Chase Petrey – Applied Systems
    Applied Representative: Scott Ingram – Applied Systems
    Payments & Accounting
  • Wednesday, Oct 8th
    2:15 PM - 3:15 PM PT
    (2528) What's New and What's Next for Financial Management with Applied
    Location: Juniper 1
    Applied Presenter: Nash Qadri (he/him/his) – Applied Systems
    Applied Representative: Amy Dermody – Applied Pay
    Applied Representative: Scott Ingram – Applied Systems
    Payments & Accounting
  • Wednesday, Oct 8th
    2:15 PM - 3:15 PM PT
    (2538) Unlocking the Value of Applied Pay for Your Agency and Insureds (Repeat)
    Location: Orovada Ballroom 5
    Applied Presenter: Chase Petrey – Applied Systems
    Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
    Applied Representative: Robert D. Maedgen, III – Applied Systems
    Applied Representative: Jeff Newman – Applied Systems
    Payments & Accounting
  • Wednesday, Oct 8th
    2:15 PM - 3:15 PM PT
    (2542) Applied Epic Accounting Tips and Tricks
    Location: Juniper 2
    Applied Presenter: Kayla Marx (she/her/hers) – Applied Systems
    Applied Representative: Janice Sierra (she/her/hers) – Applied Systems
    Payments & Accounting
  • Wednesday, Oct 8th
    2:15 PM - 3:15 PM PT
    (2551) Cleaning Up and Balancing Premium Payable in Applied Epic
    Location: Orovada Ballroom 4
    Presenter: Sue Good (she/her/hers) – Alexant Systems Corporation
    Payments & Accounting
  • Wednesday, Oct 8th
    2:15 PM - 3:15 PM PT
    (2640) Harnessing Excel and Applied Epic Together for Powerful Reporting and Reconciliation
    Location: Primrose Ballroom 1
    Presenter: Aaron C. Glass (he/him/his) – Glenwood Insurance
    Applied Representative: Ro Olguin – Applied Systems
    Reporting, Dashboards, and Data AnalyticsPayments & Accounting
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2531) Using the Budget Tool in Applied Epic
    Location: Orovada Ballroom 3
    Applied Presenter: Larry Klutzke CPA CIC – Applied Systems
    Applied Representative: Laura Jermyn – Applied Systems
    Payments & Accounting
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2535) Automate Premium Financing with Applied Pay and FIRST Insurance Funding
    Location: Primrose Ballroom 3
    Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Systems
    Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
    Payments & Accounting
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2536) Unlock the Lockbox! Applied Pay's New Integrated Lockbox Capability
    Location: Joshua 5
    Applied Presenter: Amy Dermody – Applied Pay
    Applied Representative: Nash Qadri (he/him/his) – Applied Systems
    Payments & Accounting
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2540) Pay Your Companies and Producers the Right Amount with Applied Epic Commissions Agreements
    Location: Orovada Ballroom 1
    Applied Presenter: Kayla Marx (she/her/hers) – Applied Systems
    Applied Representative: Robert D. Maedgen, III – Applied Systems
    Payments & Accounting
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2550) Understanding and Balancing Financial Reports
    Location: Joshua 8
    Presenter: Maureen Boeing, Maureen Boeing Consulting (she/her/hers) – Maureen Boeing Consulting
    Applied Representative: Jennifer Grayson – Applied Systems
    Payments & Accounting
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2576) Applied Epic Invoicing: It's More than Just a One-Time Premium
    Location: Primrose Ballroom 4
    Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.
    Applied Representative: Dave Younker – Applied Systems
    Personal & Commercial Servicing - GeneralPayments & Accounting
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2742) Expert Panel: Interact with Applied AI Specialists
    Location: Juniper 4
    Applied Presenter: Guy Brahms (he/him/his) – Applied Systems (Planck)
    Applied Presenter: Don Thomas – Applied Systems
    Applied Presenter: Amanda Recchia (she/her/hers) – Applied Systems
    Applied Representative: Erica Pickens – Applied Systems
    Applied Moderator: Charles Frumerie (he/him/his) – Applied Systems
    Personal & Commercial Servicing - GeneralSales and MarketingPayments & Accounting
  • Thursday, Oct 9th
    9:30 AM - 10:30 AM PT
    (2529) What's New and What's Next for Financial Management with Applied (Repeat)
    Location: Joshua 3
    Applied Presenter: Nash Qadri (he/him/his) – Applied Systems
    Applied Representative: Amy Dermody – Applied Pay
    Applied Representative: Prasidh Bhajiawala (he/him/his) – Applied Systems
    Payments & Accounting
  • Thursday, Oct 9th
    9:30 AM - 10:30 AM PT
    (2543) Discovering What Happens with Applied Epic Accounting Transactions "Behind the Curtain"
    Location: Primrose Ballroom 3
    Applied Presenter: Ro Olguin – Applied Systems
    Applied Representative: Adam Hendry – Applied Systems
    Payments & Accounting