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Accounting [clear filter]
Wednesday, February 28
 

2:00pm EST

AP Change-Makers Speak: Modernize Your Accounts Payable
Limited Capacity seats available

Manual paper-based invoice and payment processing is not only time-consuming and prone to data errors, but can result in lost invoices, penalty payments, and lack of control, making the accounts payable function ripe for modernization. What used to work isn’t working anymore, but there are proven methodologies to change this.

Join Kristen Thomasino of AvidXchange, along with a panel of “AP change makers” as they discuss a variety of ways you can optimize your accounts payable function. In this 60-minute session, you’ll learn:
  • How to substantially reduce invoice processing time
  • How to eliminate hard costs like paper, postage and Fed Ex fees
  • How to improve visibility & control over invoices and payments
  • How to empower off-site teams and reduce the burden on accounting
All attendees will receive a free copy of our Buyer’s Guide to AP Automation for TOPS Users, so be sure to register today!

Speakers
LD

Leon Davila

AvidXchange


Wednesday February 28, 2018 2:00pm - 2:50pm EST
BOCA III

2:00pm EST

Buy, Sell, Borrow: Understanding Management Company Valuations, Purchasing and Leverage [2 Part Series]
Limited Capacity seats available

(A Two-Part Panel Series)

An overview of the community association management company purchase/sale market and synopsis of national trends. Learn the valuation process of community management companies and the financial review process for borrowing/debt. Review sample income statements for a small, medium, large and publicly traded company with valuation analysis.

Speakers
avatar for Jeff Hardy

Jeff Hardy

Founder and Chairman, TOPS Software LLC
avatar for Craig Lee Huntington

Craig Lee Huntington

SVP, Alliance Association Bank
Craig is an fun and engaging speaker who provides entertaining real world stories and actionable guidance when speaking. Craig has worked as a financial expert in the HOA industry for ten years and has been an integral part of the Alliance Association Bank team where he plays an... Read More →
avatar for Tyler Nisbet

Tyler Nisbet

Sales & Implementation, SenEarthCo
Experienced in the growth and turn-around activities of mid-sized organizations. Highly skilled at organizational development and the building of strong, process-oriented infrastructures. Experienced in manufacturing and high-tech environments.


Wednesday February 28, 2018 2:00pm - 4:00pm EST
BOCA VII
 
Thursday, March 1
 

10:00am EST

Six Common Detours in Your Reserve Study Road Map
Limited Capacity seats available

A chart or map is extremely helpful when departing on a journey, but if there are unexpected roadblocks and the territory is unfamiliar, even the most experienced traveler will find it difficult to arrive at the intended destination. Similarly, even the best Reserve Study is useless to a Manager or Board if they are unaware of the various decision points for wisely following or departing from the plan.

Speakers
avatar for Robert Nordlund

Robert Nordlund

Founder/CEO, Association Reserves
At Association Reserves, we're all about helping associations move towards an improved future, one without special assessments or expensive deferred maintenance... a future with maximized home values. And it is surprisingly easy and inexpensive. Your home is worth taking care of... Read More →


Thursday March 1, 2018 10:00am - 10:55am EST
BOCA VII

11:00am EST

CAM Accounting for NON-Accountants
Limited Capacity filling up

The whole concept of association accounting and reporting is more in depth than your average corporate accounting. The goal of this class is to break down CAM accounting, making it easier to understand so that you can be more knowledgeable regarding the accounting side of your business.

Speakers
AM

Amy Matero

Support Team Lead, TOPS Software LLC


Thursday March 1, 2018 11:00am - 11:55am EST
BOCA VII

2:00pm EST

HOA Credit Reporting
Limited Capacity seats available

This class will educate on HOA Credit Reporting and how to do so while complying with the Fair Credit Report Act Requirements

Speakers
SS

Scott Swanson

Sperlonga Data


Thursday March 1, 2018 2:00pm - 2:55pm EST
BOCA VII

3:00pm EST

Leverage: Getting Your Bank to Work for You
Limited Capacity seats available

John Redmond, the Director of Sales at ClickPay, will share how you could be leveraging your banks more effectively for a complete treasury solution often at no cost. Even if you currently have a working process to collect resident payments, join us to learn best practices from some of the nation’s largest and most prestigious property managers!

Speakers
avatar for John Redmond

John Redmond

Director of Sales, ClickPay
John Redmond has been the Vice President and Director of Sales at ClickPay for for the past six years. Prior to joining ClickPay, Redmond served as director of business development for Workspeed Management, a best-in-breed real estate operations platform, and as regional account executive... Read More →


Thursday March 1, 2018 3:00pm - 3:55pm EST
BOCA VII
 
Friday, March 2
 

10:00am EST

Avoiding Captain Hook - Preventing Fraud within your organization
Limited Capacity seats available

In this session, we will cover the three main areas of fraud that management companies are faced with today; Internal Theft, External Theft (check fraud) and Online Theft. The session will include an overview of the threats that exist as well as steps and tools that are available to mitigate the risk associated with these threats.

Speakers
avatar for Kellie Dickerson

Kellie Dickerson

Vice President / Relationship Manager, BB&T Association Services
Kellie Dickerson, CMCA holds a Bachelors degree in Corporate Communication from the College of Charleston. She has worked banking for over 15 years, spending the last 11 at BB&T, where in 2016 she was named a member of the bank’s annual Sterling Performance Club. As an employee... Read More →


Friday March 2, 2018 10:00am - 10:55am EST
BOCA VII
 

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