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2018 Ross SIG Conference has ended
This annual customer conference offers sessions across Ross Special Interest Groups, including the Chemicals, Metals & Natural Products, Food & Beverage, Life Sciences and Services industries. Special Focus Groups revolve around Finance, Technology and Operations. Attendees have the opportunity to meet with Ross product experts, as well as their peers from other customer companies.

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Finance Track [clear filter]
Tuesday, October 16
 

10:00am

Financial Budgeting Comes to Life
New to Financial Budgeting?  Surprised When The Financial Statements Are Published? Hardy Diagnostics shares their journey in implementing a Financial Budget by Cost Center.  See how to leverage Ross ERP and Advanced Financial Reporting to:
  • Implement a culture of accountability
  • Establish budget templates
  • Define budget targets
  • Develop Variance Reports
  • Track Actual vs. Budget Variances

Speakers
avatar for Darla Prevish

Darla Prevish

CFO, Hardy Diagnostics
Darla Prevish started at Hardy Diagnostics in 2014 and is currently the CFO.  Hardy Diagnostics, a 100% employee owned company, develops, manufactures, and distributes automated microscope slide stainers for laboratory use as well as culture media and rapid identification kits used... Read More →


Tuesday October 16, 2018 10:00am - 10:50am
Ellington Salon B

11:00am

Challenged With Capturing Your Outbound Freight?
Join O-AT-KA Milk Products and PEZ Candy as they discuss how and why they leveraged a separate database to capture their freight details while staying connected to Ross ERP.  Both companies will share their stories of what got them to the solution they are using today, covering areas such as:
  • What their initial challenges were regarding outbound freight
  • Why they use a separate database to help solve those challenges
  • How they leverage the information in Ross ERP
  • How they address reporting and accruals
  • What were some of their wins and challenges
  • What are the next steps related to Outbound Freight

Speakers
avatar for Chris Balay

Chris Balay

Director of I.T., PEZ Candy Inc.
Chris has been the I.T. Director at PEZ Candy Inc. since 2000. He was part of the team that chose and implemented Ross ERP 5.7 in 2005. Since then PEZ has uplifted to 5.9, 6.4 and 7.1.
avatar for Alyce Clark

Alyce Clark

Accounts Payable Manager, O-AT-KA Milk Products Coop., Inc.
Alyce has been with OATKA since 2006 and is responsible for the management of the Accounts Payable Team and Processes. She brings to the OATKA team, a BA in Accounting from the University of West Florida and 38 years in diversified accounting experience. Along with accounts payable... Read More →


Tuesday October 16, 2018 11:00am - 11:50am
Ellington Salon A

1:00pm

Getting the Most out of Project Accounting
Learn how Project Accounting can help you replace manual processes and spreadsheets as single source of information to record and track spending against budgets for expansion and construction, capital expenditures, and product development projects. We’ll cover:
  • Means to easily track capital as well as expenditures
  • Work Breakdown Structures (WBS) to outline major steps
  • Reliable visibility into the status of capital projects
Join us to learn more about this often overlooked module and understand valuable functionality we’ve added in recent years and in the 8.0 release.

Speakers
avatar for Shari Ray

Shari Ray

Principal Customer Solutions Consultant, Aptean


Tuesday October 16, 2018 1:00pm - 1:50pm
Ravinia

2:00pm

ABC's of Activity-Based Costing
Freight, direct labor, manufacturing overhead are all significant portions of the total cost structure, but how do you properly allocate costs to products? In this session we’ll discuss:
  • Setting up & managing landed freight costs in Ross
  • Using labor activity drivers to calculate and manage direct labor costs in Ross
  • Determining the best method for manufacturing OH allocation and how to implement in Ross

Speakers
avatar for Adam Acorn

Adam Acorn

Director of Procurement and Strategic Sourcing, Kettle Cuisine


Tuesday October 16, 2018 2:00pm - 2:50pm
Ellington Salon C

3:15pm

Electronic Payments - AR & AP
Do you currently work within an organization that writes or mails paper checks? Does your accounting team manually enter and allocate incoming checks and wires? Do you have a lockbox that charges expensive document or processing fees? Are the incoming remittances indexed and searchable?

If your AP or AR payment processes are either manual or could benefit from streamlining, this is the session for you. Learn how Kettle Cuisine has leveraged existing Ross functionality to implement ACH and virtual credit card payments, and how they’ve automated the cash receipt process without using a traditional lockbox.

Speakers
avatar for Danielle O'Connor

Danielle O'Connor

Controller, Kettle Cuisine
Danielle O’Connor is currently the Corporate Controller for Kettle Cuisine, a coast-to-coast manufacturer of handcrafted, small batch, all natural soups. Prior to Kettle Cuisine, Danielle was the Assistant Controller for Dancing Deer Baking Company, where she started her breadth... Read More →


Tuesday October 16, 2018 3:15pm - 4:05pm
Ellington Salon B
 
Wednesday, October 17
 

10:00am

Reconciling the Inventory Module to the General Ledger
Join Nature Nate’s as they share tips & tricks for reconciling the inventory sub-ledger to the general ledger:
  • Discuss the challenges we were facing at Nature Nate’s
  • Identify helpful reports & information from the sub-ledger side that can be used for reconciling
  • Identify items or fields that can be used for cross referencing between general ledger & sub-ledger reports to find variances
  • Discuss transactions that could impact your reconciliation

Speakers
avatar for Julee Hynes

Julee Hynes

Accounting Manager, Nature Nate’s
Julee Hynes has been Accounting Manager at Nature Nate’s since May 2017.  Nature Nate’s is a privately-owned company in North Texas that sells raw and unfiltered honey and honey products.  Julee joined Nature Nate’s six months after the company went live on Aptean.  This... Read More →


Wednesday October 17, 2018 10:00am - 10:50am
Ellington Salon B

11:00am

Finance Focus Group
Are you a Finance or Accounting individual?

Are you someone who has asked a question such as “I wish Ross or a Ross partner could provide me with the ability to decrease the time it takes to close the month or to make processing of our accounting transactions easier and less time consuming”

Have you made a comment such as “Wow, I did not know Ross had a solution to automate my journal entries and allocations as well as my financial and budget reports!”

If you answered “Yes” to any of the above, then come join us in the Finance Focus Group!  We want to hear what works for you when processing transactions, closing the month, generating reports, and analyzing data AND we want to hear what challenges you face on a regular basis.  We also want to know what improvements you would like to see in future releases.  Your input will be valuable as we provide our collective experiences to Aptean for future fixes, development and enhancements to the Ross family of products.

Speakers
avatar for Danielle O'Connor

Danielle O'Connor

Controller, Kettle Cuisine
Danielle O’Connor is currently the Corporate Controller for Kettle Cuisine, a coast-to-coast manufacturer of handcrafted, small batch, all natural soups. Prior to Kettle Cuisine, Danielle was the Assistant Controller for Dancing Deer Baking Company, where she started her breadth... Read More →
avatar for Darla Prevish

Darla Prevish

CFO, Hardy Diagnostics
Darla Prevish started at Hardy Diagnostics in 2014 and is currently the CFO.  Hardy Diagnostics, a 100% employee owned company, develops, manufactures, and distributes automated microscope slide stainers for laboratory use as well as culture media and rapid identification kits used... Read More →


Wednesday October 17, 2018 11:00am - 12:30pm
Ellington Salon B

1:45pm

Month End Process / Closing Process Roundtable
Come join us for an overview of Aptean recommended Month End Processes with and open discussion to follow.  Learn from your fellow users who have optimized their Month End Process, share your experiences and discuss recommendations on ways that Aptean can help you.

Speakers
avatar for Kathleen Jensen

Kathleen Jensen

Lead Customer Success Consultant, Aptean
avatar for Shari Ray

Shari Ray

Principal Customer Solutions Consultant, Aptean


Wednesday October 17, 2018 1:45pm - 2:35pm
Ellington Salon C

2:45pm

Lean & Green with the Accounting Cycle
Have you ever asked the questions…there has to be a better way to process this transaction or I must be missing something, processing this transaction should not take this long or be this hard.  Join our roundtable discussion where a panel of experts in the subjects of financial and cost accounting will answer your questions regarding the accounting cycle processes and how their companies use the functionality of the Ross family of products to complete those processes.  Come with your questions as we embark on an interactive session of networking and information sharing.

Speakers
avatar for Darla Prevish

Darla Prevish

CFO, Hardy Diagnostics
Darla Prevish started at Hardy Diagnostics in 2014 and is currently the CFO.  Hardy Diagnostics, a 100% employee owned company, develops, manufactures, and distributes automated microscope slide stainers for laboratory use as well as culture media and rapid identification kits used... Read More →


Wednesday October 17, 2018 2:45pm - 3:35pm
Ellington Salon A

4:00pm

Finance Module Best Practices: Global Controls, System Setting Review, Menu Review
Controlling access to your financial information and transaction processing does not have to be a struggle. With Ross ERP's system controls and settings, along with user-configurable security you can keep it all under tight control.  We'll discuss all of this and more, followed by an open discussion:
  • New and existing controls and system settings
  • Streamlined vs segregation of duty transaction options
  • Security Manager review
  • Security Groups

Speakers
avatar for Kathleen Jensen

Kathleen Jensen

Lead Customer Success Consultant, Aptean
avatar for Shari Ray

Shari Ray

Principal Customer Solutions Consultant, Aptean


Wednesday October 17, 2018 4:00pm - 4:50pm
Ellington Salon B