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Monday, Sep 9th
1:00 PM – 2:00 PM CST
(2552) How to Understand If Your Financials Are in Balance
Location: Ryman Studio P
Presenter: Maureen Boeing (she/her/hers) – Maureen Boeing Consulting
Payments and Accounting
Monday, Sep 9th
1:00 PM – 2:00 PM CST
(2565) Policy Premium Fields: What Can They Tell You?
Location: Ryman Ballroom F
Applied Systems Presenter: Susan A. Weiner (she/her/hers) – Applied Systems
Applied Systems Presenter: Robert D. Maedgen, III (he/him/his) – Applied Systems
Payments and Accounting
Tuesday, Sep 10th
10:30 AM – 11:30 AM CST
(2548) Agency Billing in Applied Epic – Part 1
Location: Tennessee Ballroom B
Presenter: Kellie Halfpap – Kite Technology Group
Presenter: Lauren Roberts – Kite Technology Group
Payments and Accounting
Tuesday, Sep 10th
10:30 AM – 11:30 AM CST
(2553) Roundtable: Applied Epic Accounting Chat
Location: Bayou A
Presenter: Josh Delekta (he/him/his) – IAAB
Presenter: Brenda DiCarlo (she/her/hers) – IAAB
Applied Systems Representative: John Hartigan (he/him/his) – Applied Systems
Applied Systems Representative: Danielle Graefnitz – Applied Systems
Payments and Accounting
Tuesday, Sep 10th
10:30 AM – 11:30 AM CST
(2560) Applied Pay Roadmap
Location: Governor's Ballroom B
Applied Systems Presenter: Amy Dermody – Applied Systems
Applied Systems Presenter: Nash Qadri (he/him/his) – Applied Systems
Payments and Accounting
Tuesday, Sep 10th
1:00 PM – 2:00 PM CST
(2549) Agency Billing in Applied Epic – Part 2
Location: Tennessee Ballroom B
Presenter: Kellie Halfpap – Kite Technology Group
Presenter: Lauren Roberts – Kite Technology Group
Payments and Accounting
Tuesday, Sep 10th
1:00 PM – 2:00 PM CST
(2555) Roundtable: Communicating and Correcting Errors Affecting Applied Epic Accounting
Location: Bayou A
Presenter: Tracy L. Peaker (she/her/hers) – Forth Insurance, LLC
Applied Systems Representative: Kayla Marx (she/her/hers) – Applied Systems
Payments and Accounting
Tuesday, Sep 10th
1:00 PM – 2:00 PM CST
(2558) Expert Panel: Month-End Is More than Just Generating Journal Entries
Location: Ryman Studio P
Panelist: Jon Lumbra – The Dowd Agencies
Panelist: Janelle Medinger – Cornerstone Insurance Group
Panelist: Stephanie Sims – Legacy Risk Solutions, LLC
Applied Systems Moderator: Susan A. Weiner (she/her/hers) – Applied Systems
Payments and Accounting
Tuesday, Sep 10th
1:00 PM – 2:00 PM CST
(2571) Automating the Premium Finance Process with Applied Pay and AFCO Direct
Location: Ryman Ballroom B
Applied Systems Presenter: Chase Petrey – Applied Systems
Presenter: Tom Marien – AFCO Direct
Applied Systems Representative: Nash Qadri (he/him/his) – Applied Systems
Applied Systems Representative: Danielle Graefnitz – Applied Systems
Applied Systems Representative: Prasidh Bhajiawala (he/him/his) – Applied Pay
Payments and Accounting
Tuesday, Sep 10th
2:30 PM – 3:30 PM CST
(2564) Balancing Dollars and Sense: Exploring General Ledger Budget Tools in Applied Epic
Location: Ryman Studio A
Applied Systems Presenter: Chris Pakeltis – Applied Systems
Payments and Accounting
Tuesday, Sep 10th
2:30 PM – 3:30 PM CST
(2567) Hands-On Lab: Expanding Your Layout Skills for Reports, Invoices and Statements
Location: Ryman Studio F
Applied Systems Presenter: Dave Younker – Applied Systems
Applied Systems Representative: John Hartigan (he/him/his) – Applied Systems
Payments and Accounting
Tuesday, Sep 10th
2:30 PM – 3:30 PM CST
(2569) Expert Panel: What Agencies Think About Applied Pay
Location: Governor's Ballroom C
Panelist: Samantha Stubblefield – Wilkinson Insurance Agency
Panelist: Kelly Scheib – Commercial Insurance Associates, LLC
Panelist: Kelly Sprague (she/her/hers) – Heffernan Group
Panelist: Shannon Brown (she/her/hers) – Snellings Walters Insurance Agency
Applied Systems Moderator: Dave Stevens (he/him/his) – Applied Systems
Applied Systems Representative: Danielle Graefnitz – Applied Systems
Payments and Accounting
Tuesday, Sep 10th
2:30 PM – 3:30 PM CST
(2647) Automating the Premium Finance Process with Applied Pay and First Insurance Funding
Location: Ryman Ballroom C
Applied Systems Presenter: Chase Petrey – Applied Systems
Presenter: Christina Beck – FIRST Insurance Funding
Presenter: Justin Berry
Presenter: Nolan Steenberg – FIRST Insurance Funding
Applied Systems Representative: Nash Qadri (he/him/his) – Applied Systems
Applied Systems Representative: Prasidh Bhajiawala (he/him/his) – Applied Pay
Payments and Accounting
Wednesday, Sep 11th
10:00 AM – 11:00 AM CST
(2550) Cleaning Up and Balancing Premium Payables in Applied Epic
Location: Governor's Ballroom A
Presenter: Sue Good (she/her/hers) – Alexant Systems Corporation
Payments and Accounting
Wednesday, Sep 11th
10:00 AM – 11:00 AM CST
(2568) Hands-On Lab: Maximizing Applied Pay in Your Client Pay Cycle
Location: Ryman Studio F
Applied Systems Presenter: Robert D. Maedgen, III (he/him/his) – Applied Systems
Applied Systems Representative: Danielle Graefnitz – Applied Systems
Applied Systems Representative: Amy Dermody – Applied Systems
Payments and Accounting
Wednesday, Sep 11th
10:00 AM – 11:00 AM CST
(2570) Why Applied Pay Is the Right Digital Payments Platform for You
Location: Ryman Studio A
Applied Systems Presenter: Dave Stevens (he/him/his) – Applied Systems
Applied Systems Presenter: Chase Petrey – Applied Systems
Applied Systems Representative: Jessica Damron (she/her/hers) – Applied Systems
Payments and Accounting
Wednesday, Sep 11th
11:30 AM – 12:30 PM CST
(2559) Producer Commissions Agreements: Setup, Use, and Updates
Location: Governor's Ballroom A
Applied Systems Presenter: Susan A. Weiner (she/her/hers) – Applied Systems
Applied Systems Presenter: Robert D. Maedgen, III (he/him/his) – Applied Systems
Payments and Accounting
Wednesday, Sep 11th
11:30 AM – 12:30 PM CST
(2646) Automating the Premium Finance Process with Applied Pay and Imperial PFS
Location: Ryman Studio L
Applied Systems Presenter: Chase Petrey – Applied Systems
Presenter: Gary Korte (he/him/his) – Imperial PFS
Presenter: Brian Fugure – Imperial PFS
Applied Systems Representative: Prasidh Bhajiawala (he/him/his) – Applied Pay
Applied Systems Representative: Danielle Graefnitz – Applied Systems
Applied Systems Representative: Nash Qadri (he/him/his) – Applied Systems
Payments and Accounting
Wednesday, Sep 11th
3:15 PM – 4:15 PM CST
(2563) Expert Panel: Get Answers to Your Questions About Receipts Accounting
Location: Tennessee Ballroom D
Panelist: Tracy L. Peaker (she/her/hers) – Forth Insurance, LLC
Panelist: Stephanie Sims – Legacy Risk Solutions, LLC
Panelist: Samantha Wilson – Sterling Thompson Company
Panelist: Douglas Cortinas – DGC Accounting Consulting Inc
Applied Systems Moderator: Kayla Marx (she/her/hers) – Applied Systems
Payments and Accounting
Wednesday, Sep 11th
3:15 PM – 4:15 PM CST
(2572) Direct Bill Cash on Account: Let Applied Epic Post Your Commissions Income
Location: Ryman Studio L
Applied Systems Presenter: Allison Haag – Applied Systems
Applied Systems Representative: Ro Olguin – Applied Systems
Payments and Accounting
Wednesday, Sep 11th
3:15 PM – 4:15 PM CST
(2667) Hands-On Lab: Expanding Your Layout Skills for Reports, Invoices, and Statements (Repeat)
Location: Ryman Studio J
Applied Systems Presenter: Dave Younker – Applied Systems
Payments and Accounting
Thursday, Sep 12th
8:15 AM – 9:15 AM CST
(2557) How Your Role Impacts Accounting
Location: Governor's Ballroom A
Presenter: Ingrid Smith (she/her/hers) – Assured Partners
Payments and Accounting
Thursday, Sep 12th
8:15 AM – 9:15 AM CST
(2562) Save Time with Accounting-Based Import Templates
Location: Ryman Ballroom F
Applied Systems Presenter: Dave Younker – Applied Systems
Applied Systems Representative: Chris Pakeltis – Applied Systems
Payments and Accounting
Thursday, Sep 12th
8:15 AM – 9:15 AM CST
(2668) Hands-On Lab: Maximizing Applied Pay in Your Client Pay Cycle (Repeat)
Location: Ryman Studio I
Applied Systems Presenter: Robert D. Maedgen, III (he/him/his) – Applied Systems
Applied Systems Representative: Amy Dermody – Applied Systems
Applied Systems Representative: Danielle Graefnitz – Applied Systems
Applied Systems Representative: Dave Stevens (he/him/his) – Applied Systems
Payments and Accounting
Thursday, Sep 12th
9:45 AM – 10:45 AM CST
(2551) Understanding Month-End Journal Entry and How Applied Epic Moves Your Money
Location: Ryman Studio L
Presenter: Maureen Boeing (she/her/hers) – Maureen Boeing Consulting
Payments and Accounting
Thursday, Sep 12th
9:45 AM – 10:45 AM CST
(2554) Expert Panel: What Your Applied Epic Financials Tell You About Your Agency
Location: Tennessee Ballroom D
Panelist: Tracy L. Peaker (she/her/hers) – Forth Insurance, LLC
Panelist: Aaron C. Glass (he/him/his) – SIAA - Glenwood Insurance
Panelist: Samantha Wilson – Sterling Thompson Company
Applied Systems Moderator: Ro Olguin – Applied Systems
Payments and Accounting
Thursday, Sep 12th
9:45 AM – 10:45 AM CST
(2556) Unlocking the Power of Applied Epic to Streamline Accounting Workflows
Location: Ryman Ballroom F
Applied Systems Presenter: Chris Pakeltis – Applied Systems
Payments and Accounting
Thursday, Sep 12th
9:45 AM – 10:45 AM CST
(2561) Journal Entries: Internal Controls for Entry, Review and Approval
Location: Ryman Ballroom B
Applied Systems Presenter: Larry Klutzke CPA – Applied Systems
Payments and Accounting
Thursday, Sep 12th
9:45 AM – 10:45 AM CST
(2566) Exploring Transaction Codes: Are Your Transactions Performing As Expected?
Location: Ryman Studio O
Applied Systems Presenter: Dave Younker – Applied Systems
Payments and Accounting