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  • Monday, Sep 28th
    11:00 AM - 12:00 PM East Coast USA Time
    (2779) Unlock Retention Wins with Reports and Dashboards
    Location: National Harbor 5
    Presenter: Jenny Honican – Kite Technology Group
    Presenter: Lauren Tippett – Kite Technology Group
    Applied Representative: Med Frezghi – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Monday, Sep 28th
    11:00 AM - 12:00 PM East Coast USA Time
    (2790) Analytics, Reimagined: Why Epic Dashboards Are the Go-Forward Experience
    Location: Woodrow Wilson A
    Applied Presenter: Laura Amedeo – Applied Systems
    Applied Presenter: James Ramsey – Applied Systems
    Applied Representative: Su Potti – Applied Systems
    Applied Representative: Bhuvi Srinivasa Subramanian (she/her/hers) – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Monday, Sep 28th
    11:00 AM - 12:00 PM East Coast USA Time
    (2799) Getting Started with Epic Dashboards Asset Builder
    Location: Maryland B
    Applied Presenter: Aric Calabrese (he/him/his) – Applied Systems
    Applied Representative: Jesse B. Gomez (he/him/his) – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Monday, Sep 28th
    1:00 PM - 2:00 PM East Coast USA Time
    (2787) Applied API Suite: Roadmap to Innovation
    Location: National Harbor 11
    Applied Presenter: Frank Smith – Applied Systems
    Applied Representative: Sajjad Ahmed – Applied Systems
    Applied Representative: Soumya Dixit (she/her/hers) – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Monday, Sep 28th
    1:00 PM - 2:00 PM East Coast USA Time
    (2788) What's New and What's Next in Epic Dashboards
    Location: National Harbor 2
    Applied Presenter: Laura Amedeo – Applied Systems
    Applied Representative: Su Potti – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Sep 29th
    10:30 AM - 11:30 AM East Coast USA Time
    (2781) Introduction to Applied Data Lake, Google Cloud and Databricks
    Location: Maryland B
    Presenter: Kevin Sindelar – Acrisure LLC
    Applied Representative: Adaeze Ajoku – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Sep 29th
    10:30 AM - 11:30 AM East Coast USA Time
    (2785) Applied API Suite: Use Case Spotlight
    Location: National Harbor 2
    Applied Presenter: Frank Smith – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Sep 29th
    10:30 AM - 11:30 AM East Coast USA Time
    (2792) Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)
    Location: Chesapeake 6
    Applied Presenter: Jim Zell – Applied Systems
    User Representative: Danielle DuFour (she/her/hers) – NBT Insurance Agency
    Applied Representative: Med Frezghi – Applied Systems
    Applied Representative: Jennifer Tindall (she/her/hers) – Applied Systems
    Applied Representative: Jordan Trapp (she/her/hers) – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Sep 29th
    10:30 AM - 11:30 AM East Coast USA Time
    (2795) Epic Dashboards by Job Role: Roundtable Discussions
    Location: Anapolis 3
    Facilitator: Katie Hermreck – Elliott Group
    Facilitator: Jules Mauer (she/her/hers) – TRICOR Insurance
    Applied Facilitator: Su Potti – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Sep 29th
    1:00 PM - 2:00 PM East Coast USA Time
    (2778) Developing Advanced Dashboards to Better Measure and Balance CSR Workloads and Producer Performance Across an Agency
    Location: National Harbor 3
    Presenter: Matt Priddle – Wells Insurance
    Presenter: Ed Taggart – The Insurance Center
    Applied Representative: Allison Haag – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Sep 29th
    1:00 PM - 2:00 PM East Coast USA Time
    (2789) Inside the Applied Data Lake Roadmap: What's Next and Why It Matters
    Location: Maryland D
    Applied Presenter: Laura Amedeo – Applied Systems
    Applied Representative: Adaeze Ajoku – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Sep 29th
    1:00 PM - 2:00 PM East Coast USA Time
    (2793) Hands-On Lab: Epic Dashboards Asset Builder for Advanced Users
    Location: Chesapeake 6
    Applied Presenter: Jennifer Tindall (she/her/hers) – Applied Systems
    User Representative: Danielle DuFour (she/her/hers) – NBT Insurance Agency
    Applied Representative: Med Frezghi – Applied Systems
    Applied Representative: Jim Zell – Applied Systems
    Applied Representative: Jordan Trapp (she/her/hers) – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Sep 29th
    2:30 PM - 3:30 PM East Coast USA Time
    (2775) Expert Panel: Turning Dashboards Into Decisions: Agency Strategies for Successful Adoption
    Location: National Harbor 3
    Panelist: Sondra Stein – Hylant
    Panelist: Lisa Anthofer – Skogman Insurance
    Panelist: Betsy Cook – NBT Insurance Agency
    Panelist: Scott Folstein – Insurance One Group, Inc.
    Applied Moderator: Allison Haag – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Sep 29th
    2:30 PM - 3:30 PM East Coast USA Time
    (2782) How to Get Started in Applied Data Lake and Build Your First Report in 60 Minutes
    Location: National Harbor 11
    Presenter: Pramod Misra (he/him/his) – Snellings Walters Insurance Agency
    Applied Representative: Adaeze Ajoku – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Sep 29th
    2:30 PM - 3:30 PM East Coast USA Time
    (2829) Reintroducing Applied Epic Reports: Unlocking Visibility, Accuracy, and Better Decision‑Making (Repeat)
    Location: Woodrow Wilson A
    Presenter: Deb Welsh – OneDigital
    Applied Representative: Jennifer Grayson – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Sep 29th
    2:30 PM - 3:30 PM East Coast USA Time
    (2791) Applied Dev Center: Your Gateway to APIs and the Applied Data Cloud
    Location: National Harbor 5
    Applied Presenter: Laura Amedeo – Applied Systems
    Applied Presenter: Bala Acharya V. Kanumuri (he/him/his) – Applied Systems
    Applied Representative: Soumya Dixit (she/her/hers) – Applied Systems
    Applied Representative: Frank Smith – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Tuesday, Sep 29th
    2:30 PM - 3:30 PM East Coast USA Time
    (2794) Hands‑On Lab: Put Your Epic Dashboards Asset Builder Skills Into Practice
    Location: Chesapeake 6
    Applied Presenter: Med Frezghi – Applied Systems
    Applied Representative: Jim Zell – Applied Systems
    Applied Representative: Jennifer Tindall (she/her/hers) – Applied Systems
    Applied Representative: Jordan Trapp (she/her/hers) – Applied Systems
    Applied Representative: Jesse B. Gomez (he/him/his) – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Sep 30th
    9:30 AM - 10:30 AM East Coast USA Time
    (2774) Employee Productivity Scorecard: Data-Driven Impact
    Location: Maryland A
    Presenter: Jordan Lindley (he/him/his) – Dwight Rudd Insurance
    Presenter: Elliot Targum (he/him/his) – Dwight Rudd Insurance
    Applied Representative: James Ramsey – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Sep 30th
    9:30 AM - 10:30 AM East Coast USA Time
    (2839) Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)
    Location: Chesapeake 6
    Applied Presenter: Jim Zell – Applied Systems
    Applied Representative: Med Frezghi – Applied Systems
    Applied Representative: Jennifer Tindall (she/her/hers) – Applied Systems
    Applied Representative: Jordan Trapp (she/her/hers) – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Sep 30th
    11:00 AM - 12:00 PM East Coast USA Time
    (2771) 7 Custom Dashboards You Can Create with Asset Builder
    Location: National Harbor 2
    Presenter: Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc.
    Applied Representative: James Ramsey – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Sep 30th
    11:00 AM - 12:00 PM East Coast USA Time
    (2776) Expert Panel: Strategies for Maintaining and Managing Data Quality
    Location: National Harbor 3
    Panelist: Sondra Stein – Hylant
    Panelist: Jason Hoeppner – NavSav
    Panelist: Dawn Stark (she/her/hers) – The Gibraltar Group - Insurance Services
    Applied Moderator: Med Frezghi – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Sep 30th
    11:00 AM - 12:00 PM East Coast USA Time
    (2777) Auditing Employees Using Applied Epic Reports and Epic Dashboards
    Location: Maryland D
    Presenter: Natalie J. Thompson, CIC – Harbin Insurance
    Presenter: Paulla Groover (she/her/hers) – Harbin Insurance
    Applied Representative: Sandra Hogan (she/her/hers) – Applied Systems, Inc.
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Sep 30th
    11:00 AM - 12:00 PM East Coast USA Time
    (2853) Premiers pas avec le Créateur d’actifs du tableau de bord Epic
    Location: National Harbor 12
    Applied Presenter: Karine Poirier’ (she/her/hers) – Applied Systems
    Applied Presenter: Jackie Hacala (she/her/hers) – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Sep 30th
    11:00 AM - 12:00 PM East Coast USA Time
    (2798) A Case Study on Applied API Suite and Applied Data Lake
    Location: National Harbor 5
    Presenter: Barry Schiefelbein (he/him/his) – FNIC Group, LLC
    Applied Representative: Adaeze Ajoku – Applied Systems
    Applied Representative: Frank Smith – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Sep 30th
    1:30 PM - 2:30 PM East Coast USA Time
    (2780) Advanced Uses for Applied Data Lake and Google Cloud
    Location: National Harbor 2
    Presenter: Kevin Sindelar – Acrisure LLC
    Applied Representative: Adaeze Ajoku – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Wednesday, Sep 30th
    1:30 PM - 2:30 PM East Coast USA Time
    (2784) Ask the Experts: Epic Dashboards and Asset Builder Customization
    Location: National Harbor 3
    Applied Moderator: James Ramsey – Applied Systems
    Applied Panelist: Jim Zell – Applied Systems
    Applied Panelist: Allison Haag – Applied Systems
    Applied Panelist: Su Potti – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Thursday, Oct 1st
    8:00 AM - 9:00 AM East Coast USA Time
    (2770) Connecting the Dots: Reports as the Storytellers of Operations
    Location: National Harbor 2
    Presenter: Orquidia Carrion, P&C Licensed (she/her/hers) – Foundation Risk Partners
    Applied Representative: Allison Haag – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Thursday, Oct 1st
    8:00 AM - 9:00 AM East Coast USA Time
    (2773) Expert Panel: Building Custom Dashboards to Fit Your Agency Needs
    Location: National Harbor 3
    Panelist: Rachel Johnson, AAI-M, CIC, CISR (she/her/hers) – CRS Insurance Brokerage
    Panelist: Natalia Collura – Holden & Co. Insurance
    Panelist: Georges A.E. Elsoud – Nour Assurance
    Panelist: Jason Hoeppner – NavSav
    Applied Moderator: Med Frezghi – Applied Systems
    Reporting, Dashboards, and Data Analytics
  • Thursday, Oct 1st
    9:30 AM - 10:30 AM East Coast USA Time
    (2797) Applied Epic Reports Deep Dive: Advanced Layouts
    Location: Maryland B
    Applied Presenter: Jordan Trapp (she/her/hers) – Applied Systems
    Applied Presenter: Jim Zell – Applied Systems
    Reporting, Dashboards, and Data Analytics