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Wednesday, May 15
 

8:00am

Registration and Breakfast
Wednesday May 15, 2019 8:00am - 9:00am
Ballroom Foyer

9:00am

Financials Management
This program will cover the Unanet Financials functionality, including Accounts Payable, Invoices and Accounts Receivable, General Ledger, Purchasing, and other financial transactions & processes. Review Cost Pool setup and calculations, end of period processes and other processes. Review Financial reports and ways to investigate some common transactional areas.

Learn more about Unanet’s Automated Analyst at unanet.com/aa and the Project Management Score Board at unanet.com/pmsb.

Speakers
MS

Meredith Slaughter

Director, Consulting Services Group, Unanet
avatar for Amy Allen

Amy Allen

VP, Customer Success & Solutions, Unanet
avatar for Jason Heavener

Jason Heavener

Sr. Business Consultant Partner Success, Unanet
avatar for Jean Herbst

Jean Herbst

Director, Consulting Services Group, Unanet
avatar for Robyn Zampella

Robyn Zampella

Solutions Engineering Manager, Unanet



Wednesday May 15, 2019 9:00am - 4:00pm
St. Tropez

9:00am

Introduction to Unanet Financials
Spend a full day exploring the features and functionality of Unanet Financials! You will step through concepts, configuration overview, transactional workflow and processes, and financial reporting. Together we will review best practices for implementing Unanet Financials, and discuss how Unanet provides a single solution for Projects, People and Financials.

Speakers
avatar for Robyn Burns

Robyn Burns

Vice President, Customer Solutions, Unanet
JN

Jake Norris

Business Consultant, Unanet
avatar for Angela Wilson

Angela Wilson

VP, Consulting Services Group, Unanet


Wednesday May 15, 2019 9:00am - 4:00pm
Riviera

9:00am

Introduction to Unanet Purchasing
Spend a full day exploring the features and functionality of Unanet Purchasing! You will step through concepts, configuration overview, transactional workflow and processes, and reporting.

Speakers
avatar for Dave Johnson

Dave Johnson

VP of Product Management, Unanet
avatar for Valery Hill

Valery Hill

Director of Product Management, Unanet
Since I'm product management, I would like to hear what people like about Unanet, why they like it and how is it better than our competition. I would also like to hear their suggestions about the product. I would like to understand how their suggestion would benefit our customers... Read More →
avatar for Sheila Morton

Sheila Morton

Sr. Unanet Trainer, Unanet



Wednesday May 15, 2019 9:00am - 4:00pm
Sorrento/San Marino

9:00am

Partner Summit
This event is designed specifically for our Unanet Partner community to jump start your Unanet practice, help your customers transform their organization by leveraging the value of Unanet, and provide insights to develop new revenue opportunities for your firm. The Partner Summit agenda includes updates on the Unanet product roadmap and strategic plan; key initiatives across the Unanet Partner community; content to help you build and grow your Unanet practice; and of course opportunities to network with Unanet team members and other Unanet Partners. Space is available for two attendees per partner firm. Note – this event is scheduled at the same time as the Pre-Conference Training sessions. We recommend your consultant consider the training sessions to build their knowledge and skills in Unanet while leaders of your Unanet practice attend the Partner Summit.

Business Intelligence (BI) Survey
This link is a brief survey to help us understand your expectations on Business Intelligence (BI) reporting; and we will use the results to help shape the roadmap for that upcoming functionality. Please be sure to fill out that quick survey while you are here.

Speakers
avatar for Amy Allen

Amy Allen

VP, Customer Success & Solutions, Unanet
avatar for Steve Bittner

Steve Bittner

Sr. Vice President, Professional Services, Unanet
avatar for Matt Bonacquisti

Matt Bonacquisti

Director, Partner Success Management, Unanet
avatar for Sangeeta Dworkin

Sangeeta Dworkin

VP, Customer Success, Unanet
avatar for Sharon Edelmann

Sharon Edelmann

Principal Integration Architect, Unanet
avatar for Richard Hayden

Richard Hayden

Sr. Vice President, Product Marketing and Management, Unanet
avatar for Jason Heavener

Jason Heavener

Sr. Business Consultant Partner Success, Unanet
JH

Jen Humphrey

Senior Partner Success Manager, Unanet
avatar for Dave Johnson

Dave Johnson

VP of Product Management, Unanet
avatar for Kim Koster

Kim Koster

VP Corporate Strategy, Unanet
I had the privilege to work for 2 major government contractors for 21 years as a finance and project professional. I have many experiences, both good and bad, that I would love to talk about with you. Project management is my passion and have a lot of experience in budgeting, estimating... Read More →
MS

Meredith Slaughter

Director, Consulting Services Group, Unanet
avatar for Rich Wilkinson

Rich Wilkinson

Director, Solutions Engineering, Unanet


Wednesday May 15, 2019 9:00am - 4:00pm
Portofino

9:00am

People & Project Administration
Maximize your proficiency in administering People and Projects, labor and ODC costs and time and expense entry in Unanet. Investigate Administration setup regarding custom Cost Reports, indirect rates and per diem reimbursement. Identify ways of improving the accuracy of time and expense reporting through various settings and explore Unanet’s Automated Analyst to make corrections in the system. We will utilize many hands on activities within student environments, so be sure to bring your laptop!

Learn more about Unanet’s Automated Analyst at unanet.com/aa and the Project Management Score Board at unanet.com/pmsb.

Speakers
EK

Erik Krauss

Senior Business Consultant, Unanet
avatar for Jade Hampton

Jade Hampton

Instructional Designer, Unanet
I develop and manage learning content for Unanet users, and spearheaded the launch of our virtual learning management system. I can help you locate the training content you need to develop your Unanet expertise, and take your feedback and suggestions for improvement and new content... Read More →
avatar for Jason Husband

Jason Husband

Principal Financials Consultant, Unanet



Wednesday May 15, 2019 9:00am - 4:00pm
Capri

9:00am

Plan, Execute, Monitor & Control - Project Management in Unanet
Discover the Unanet Portfolio features for the project manager, resource planner and assigner roles in this hands-on course. Focus on the planning and budgeting grids, create reports to manage key performance metrics like revenue, utilization, and profitability. Discover easy techniques to assess a project’s progress and manage the estimate at completion. Please bring your laptop!

Learn more about Unanet’s Automated Analyst at unanet.com/aa and the Project Management Score Board at unanet.com/pmsb.

Speakers
avatar for Nikouri Dove-Brown

Nikouri Dove-Brown

Director, Enterprise Engineering, Unanet
Project management & process efficiencies using Unanet, Refreshable Web Queries (RWQ), Unanet-to-Excel (UTE), Adhoc Reporting, Project Management Score Board (PMSB), Automated Analyst (AA), and custom reporting.
avatar for Caroline Klein

Caroline Klein

Senior Portfolio Consultant, Unanet
JS

Jim Scofield

Business Consultant, Unanet
avatar for Kristiane Smith

Kristiane Smith

Director of Unanet University, Unanet



Wednesday May 15, 2019 9:00am - 4:00pm
Terrazza Ballroom

9:00am

Simplifying Reporting
Explore Unanet’s Reporting capabilities in this hands-on class. Uncover the simplicity of the Reports dashboard, maximize your saved report criteria, and explore alternative options like the Project Management Scoreboard!

Learn more about Unanet’s Automated Analyst at unanet.com/aa and the Project Management Score Board at unanet.com/pmsb.

Business Intelligence (BI) Survey
This link is a brief survey to help us understand your expectations on Business Intelligence (BI) reporting; and we will use the results to help shape the roadmap for that upcoming functionality. Please be sure to fill out that quick survey while you are here.

Speakers
avatar for Veronica Penland

Veronica Penland

Senior Solutions Engineer, Unanet
avatar for Gwen Hess

Gwen Hess

Senior Technical Trainer, Unanet
avatar for Sharon Edelmann

Sharon Edelmann

Principal Integration Architect, Unanet



Wednesday May 15, 2019 9:00am - 4:00pm
Monte Carlo

12:00pm

Lunch
Wednesday May 15, 2019 12:00pm - 1:00pm
Bayside Terrace

2:15pm

Partner Awards
Speakers
avatar for Matt Bonacquisti

Matt Bonacquisti

Director, Partner Success Management, Unanet
JH

Jen Humphrey

Senior Partner Success Manager, Unanet


Wednesday May 15, 2019 2:15pm - 2:20pm
Garden Pavilion
 
Thursday, May 16
 

7:30am

Registration and Breakfast
Thursday May 16, 2019 7:30am - 8:30am
Ballroom Foyer

8:30am

9:25am

10:30am

10:40am

10:45am

Networking Break
Thursday May 16, 2019 10:45am - 11:00am
Ballroom Foyer

11:05am

12:30pm

Lunch
Thursday May 16, 2019 12:30pm - 1:30pm
Bayside Terrace

1:30pm

Finance Advanced: Understanding the Rate Cycle
From forward pricing rates to contract closeouts, the indirect rate process is a never-ending cycle. With DCAA’s aggressive posture on delinquent indirect rate proposals, rates can become a critical issue. This presentation discusses the real requirements of the Allowable Cost & Payment clause and how it affects your indirect rates and your incurred cost submission. It also discusses cash flow and the collectability of rate variances.

Speakers
avatar for Rich Wilkinson

Rich Wilkinson

Director, Solutions Engineering, Unanet



Thursday May 16, 2019 1:30pm - 2:15pm
Capri/Riviera

1:30pm

Finance Foundations: Fundamentals of Accounts Payable and 1099s
Tips and tricks to save you time and new information to enhance your processes. This presentation will cover 1099 management, check printing and electronic payments, best practices for vendor setup and the new Unanet 11 feature of reversing expense reports.

Speakers
avatar for Jasminka Husic

Jasminka Husic

Controller, NYSTEC
avatar for Jennifer Jenkins

Jennifer Jenkins

Director, Finance & Accounting, Apogee Integration
Specialization: accounting system compliance for government contractors
JN

Jake Norris

Business Consultant, Unanet



Thursday May 16, 2019 1:30pm - 2:15pm
Monte Carlo/St. Tropez

1:30pm

PM Advanced: Project Management Score Board
Unanet’s Project Management Score Board (PMSB) provides a visual representation of your key metrics related to organizational, process, and project-related performance. This Microsoft Excel-based business intelligence tool is designed to assist in the proactive management of projects by consolidating many pieces of Unanet data and presenting them as actionable intelligence to the user.

Learn more about Unanet’s Automated Analyst at unanet.com/aa and the Project Management Score Board at unanet.com/pmsb.

Speakers
avatar for Michael Ribnik

Michael Ribnik

Sr. Customer Success Engineer, Unanet
avatar for Nikouri Dove-Brown

Nikouri Dove-Brown

Director, Enterprise Engineering, Unanet
Project management & process efficiencies using Unanet, Refreshable Web Queries (RWQ), Unanet-to-Excel (UTE), Adhoc Reporting, Project Management Score Board (PMSB), Automated Analyst (AA), and custom reporting.



Thursday May 16, 2019 1:30pm - 2:15pm
Terrazza Ballroom

1:30pm

PM Foundations: Setting up Projects to Meet your Goals
Unanet's projects allow for great flexibility - but do you wonder how to harness that flexibility for the best results? In this session, Michelle Hoover, Program Analyst at Toeroek Associates, Inc., will share her best practices for project setup for different types of contracts and considering the impacts on Billing, Reporting and Time and Expense entry and other project management concerns.  Michelle will also discuss how Toeroek's Project managers benefit from Michelle's efforts in continuing to evolve their use of Unanet to implement additional functionality. 

Speakers
avatar for Michelle Hoover

Michelle Hoover

Senior Project Controller and Financial Systems Analyst, Toeroek Associates, Inc.
Michelle has over 20 years of experience as an accountant in fields including software, construction, and engineering firms, in both the public and private sectors. Her well-rounded background and mastery of several accounting platforms provide proficiency in financial management... Read More →
avatar for Kristiane Smith

Kristiane Smith

Director of Unanet University, Unanet



Thursday May 16, 2019 1:30pm - 2:15pm
Sorrento/San Marino

1:30pm

Thought Leadership: Federal Marketplace Overview
How to effectively use rich data, sophisticated tools and original, in-depth analysis, to build bigger pipelines, make smarter business development investments, and win more federal contracts.

Speakers
DS

Daniel Snyder

Director, Government Contracting, Bloomberg Government



Thursday May 16, 2019 1:30pm - 2:15pm
Portofino

2:15pm

Finance Advanced: Converting Project Plans and Budgets into GL Budgets
During this session, we’ll discuss how to create GL budgets from your project plans or budgets from the bottom up. We’ll dive into the building blocks, creating plans or budgets, sync up the project data to the GL data, and build corporate budgets.

Speakers
avatar for Mikhail Velasco

Mikhail Velasco

Senior Business Consultant, Unanet
Unanet | Portfolio | Planning/Forecasting | Pipelines | Analytics



Thursday May 16, 2019 2:15pm - 3:00pm
Capri/Riviera

2:15pm

Finance Foundations: Simpler Invoicing
Take your invoicing to the next level – out of Excel and into Unanet. Two clients show how they improved accuracy and efficiency with Unanet Invoicing. We’ll also show you newly released invoicing features, how to customize invoices to meet customer requirements, and how to create different types of invoices.

Speakers
avatar for Jamie Flynn

Jamie Flynn

Sev1Tech
avatar for Stephanie Lianos

Stephanie Lianos

Senior Business Consultant, Unanet



Thursday May 16, 2019 2:15pm - 3:00pm
Monte Carlo/St. Tropez

2:15pm

PM Advanced: Project Optimization, Reporting and Reforecasting with Plan Sets
Discover how plan sets can be used to manage projects company-wide. Ventera and Summit will walk you through their processes, discussing how they evaluate key metrics, make decisions, and achieve more accurate data for a greater return on investment.

Speakers
avatar for Caroline Klein

Caroline Klein

Senior Portfolio Consultant, Unanet
avatar for Antoinette Merrill

Antoinette Merrill

Chief Financial Officer, Summit Consulting
HS

Hugh Shaw

Chief Financial Officer, Ventera



Thursday May 16, 2019 2:15pm - 3:00pm
Terrazza Ballroom

2:15pm

PM Foundations: Plans and Assignments/Workforce Authorizations
This session focuses on using project planning and assignments to optimize resources and maintain cost control objectives for successful projects. Whether a centralized planning or distributed planning model is used in your firm, this session will touch on ways to get the most value out of project planning in Unanet.

Speakers
avatar for Leslie Pitts

Leslie Pitts

Project Analyst, Hyperion Technology Group
Never be afraid to be the person who digs in to make your software work for your organization. Whether you are at the top or bottom, your skill in the program will help drive change and information to make implementation a success! I do project controls and analysis for our small... Read More →
BB

Braxton Baldridge

Senior Businesss Consultant, Unanet
RC

Rick Clark

Director of Finance, Controller, ANSER



Thursday May 16, 2019 2:15pm - 3:00pm
Sorrento/San Marino

2:15pm

Thought Leadership: Pricing Strategies
Cost and price analysis - Perspectives from both a buyer and seller point of view with emphasis on the Federal market and its unique requirements.


Thursday May 16, 2019 2:15pm - 3:00pm
Portofino

3:00pm

Networking Break
Thursday May 16, 2019 3:00pm - 3:15pm
Ballroom Foyer

3:15pm

Finance Advanced: Indirect Rates & Impact on Pricing
As a Senior Manager with Cherry Bekaert’s Government Contractor Services Group, Eric Poppe provides advisory services to government contracting clients of varying size and complexity.  During this session, he will share his insight and guidance regarding industry norms, best practices, and compliance as it pertains to establishing and monitoring indirect rates for both pricing and billing. 

Speakers
avatar for Jason Husband

Jason Husband

Principal Financials Consultant, Unanet
EP

Eric Poppe

Senior Manager- Government Contractor Services, Cherry Bekaert



Thursday May 16, 2019 3:15pm - 4:00pm
Capri/Riviera

3:15pm

Finance Foundations: Leading KPIs of Positive Financial Performance
During this session, look beyond the myriad of financial data and reports available in the system and instead distill the data into useful information and directives. Hear from Unanet customers about the key performance indicators (KPIs) being used on a real time basis to measure their company’s performance and productivity. Look at various report mechanisms including RWQ’s. Understand how Unanet provides reports to review results for both current and forecasted KPIs, and how Unanet is the single, reliable source for agile reporting.

Speakers
RA

Rebecca Andino

Highlight Technologies
JH

Jessie Hilliard

CFO, Advanced Decision Vectors
EK

Erik Krauss

Senior Business Consultant, Unanet



Thursday May 16, 2019 3:15pm - 4:00pm
Monte Carlo/St. Tropez

3:15pm

PM Advanced: Automated Analyst - Driving Business Decisions Utilizing Automation and IMU Integration
Do you want the peace of mind that your business rules are followed, data is accurate and reliable with no added personnel costs?  Unanet’s Automated Analyst is the Answer!  The Automated Analyst (AA) monitors your Unanet data 24/7/365, never takes PTO or call in sick, needs no training and sole purpose is to make your job easier.

Learn more about Unanet’s Automated Analyst at unanet.com/aa and the Project Management Score Board at unanet.com/pmsb.

Speakers
RJ

Regan Johnson

Vice President, Griffiss Institute, Inc.
JS

Jim Scofield

Business Consultant, Unanet



Thursday May 16, 2019 3:15pm - 4:00pm
Terrazza Ballroom

3:15pm

PM Foundations: Saving Time and Ensuring Control: Business Rules Enforcement and Appropriate Visibility and Access
Unanet provides a wealth of options to assure data remains consistent and adheres to your business practices. These Business Rule Enforcements can be configured within the native Unanet functionality or built based on your policies and procedures, helping to save you time and ensure control.

Learn more about Unanet’s Automated Analyst at unanet.com/aa and the Project Management Score Board at unanet.com/pmsb.

Speakers
avatar for Nikouri Dove-Brown

Nikouri Dove-Brown

Director, Enterprise Engineering, Unanet
Project management & process efficiencies using Unanet, Refreshable Web Queries (RWQ), Unanet-to-Excel (UTE), Adhoc Reporting, Project Management Score Board (PMSB), Automated Analyst (AA), and custom reporting.
LR

LaJuanna Russell

President/CEO, Business Management Associates, Inc.



Thursday May 16, 2019 3:15pm - 4:00pm
Sorrento/San Marino

3:15pm

Thought Leadership: Financial Executive Perspectives Panel: Considering moving to Unanet Financials?
Customer executives share their challenges, best practices and advice on migrating to Unanet. Learn from the executives on how to leverage resources to streamline processes and procedures.

Speakers
avatar for Amy Allen

Amy Allen

VP, Customer Success & Solutions, Unanet
avatar for Shilpa Amato

Shilpa Amato

Executive Vice President, Nalas Engineering Services, Inc.
avatar for Thomas Batty

Thomas Batty

Corporate Staff Operations, Fontier Technology (FTI)
FTI (government contractor) implemented Unanet June 2016, converting from Costpoint. Lots of lessons learned. Still learning and maturing our utilization of Unanet. Expanding our attendance this year to include several reps from Operations (contract execution / projects) as well... Read More →
avatar for Sangeeta Dworkin

Sangeeta Dworkin

VP, Customer Success, Unanet
LM

Lisa Marlin

Contracts/Accounting, Trevet
MR

Mark Rothman

CFO, NETE



Thursday May 16, 2019 3:15pm - 4:00pm
Portofino

4:00pm

Finance Advanced: Obtaining a Clean DCAA Accounting System Certification
Has DCAA informed you of an upcoming accounting system pre-award audit for your company? Are you considering bidding on your first cost type contract (CPFF) for which a compliant accounting system is required? Or are you considering hiring a third-party, independent accounting firm to perform the accounting system audit? Don’t worry. This session will discuss industry best practices, as well as how Unanet can help you better prepare for the audit and certification process

Speakers
KC

Kate Coleman

Sr. Manager, SC&H Group
avatar for John Klapouchy

John Klapouchy

Senior Business Consultant, Unanet



Thursday May 16, 2019 4:00pm - 4:45pm
Capri/Riviera

4:00pm

Finance Foundations: Introduction to Purchasing
Unanet 11.0 Financials is designed to streamline your purchasing process, create solid compliance and process documentation, expedite vendor invoicing and provide customer invoices with specific labor and material details.  Join us for a demonstration from requirement to customer invoice and watch commitments decrease real-time.  Fellow Unanet Customers will share their experience as early adopters of the new 11.0 Purchasing Features.

Speakers
avatar for Monty Barb

Monty Barb

Accounting Manager, NET ESOLUTIONS CORP (NETE)
23 years of accounting and contracts for government contractors. Previously from the GCS Premier software. Lead in implementation to Unanet and also to V11 (Early Enthusiast).
DF

Dave Fawley

Purchasing Manager, Frontier Technology Inc
avatar for Dave Johnson

Dave Johnson

VP of Product Management, Unanet
avatar for Sheila Morton

Sheila Morton

Sr. Unanet Trainer, Unanet



Thursday May 16, 2019 4:00pm - 4:45pm
Monte Carlo/St. Tropez

4:00pm

PM Advanced: Ad-Hoc Reporting Concepts & Case Study
More efficiently run your program or business by using Ad-Hoc Reports, Refreshable Web Queries (RWQ) and Unanet-to-Excel (UTE).  Learn how key stakeholders may harness alternative reporting to further explore, and efficiently manage, people and project data.

Learn more about Unanet’s Automated Analyst at unanet.com/aa and the Project Management Score Board at unanet.com/pmsb.

Speakers
avatar for Gwen Hess

Gwen Hess

Senior Technical Trainer, Unanet
avatar for Chase Flott

Chase Flott

Controller, teKnoluxion
CM

Charlotte Moore

Senior Enterprise Engineer, Unanet



Thursday May 16, 2019 4:00pm - 4:45pm
Terrazza Ballroom

4:00pm

PM Foundations: Cost Report Definitions & Usage
Unanet offers the opportunity to have unlimited cost report definitions based on your company's need.  During our session, we'll cover the basic building blocks of cost reports, best practices, how to build revenue, margin, and other KPIs calculations, and take a look at the reports that leverage this information.

Speakers
avatar for Dee Dee Fuller

Dee Dee Fuller

Information Systems/Accounting Manager, Advanced Energy Corporation
avatar for Mikhail Velasco

Mikhail Velasco

Senior Business Consultant, Unanet
Unanet | Portfolio | Planning/Forecasting | Pipelines | Analytics



Thursday May 16, 2019 4:00pm - 4:45pm
Sorrento/San Marino

4:00pm

Thought Leadership: Leading the Leaders
In the happiness of the members of the team or institution, lies the happiness of the leaders.  In their team’s welfare is his welfare.  This is the eternal duty of the leader.

Speakers

Thursday May 16, 2019 4:00pm - 4:45pm
Portofino

5:00pm

Reception
Thursday May 16, 2019 5:00pm - 7:00pm
Bayside Terrace
 
Friday, May 17
 

8:00am

Breakfast
Friday May 17, 2019 8:00am - 8:30am
Ballroom Foyer

8:30am

Finance Advanced: Accounting Efficiencies: Credit Cards, GSA IFF Fee Calculations, Sales and Revenue by State, and Contract Backlog/Waterfall
During this session, we will review ways that Unanet and one of our premier customers use Unanet to efficiently process credit card transactions, add additional line items to invoices, track and calculate GSA fees, apportion revenue by state, and create waterfall reports. Learn how you can use Unanet to maximize your efficiencies!

Speakers
avatar for Rebecca Douglas

Rebecca Douglas

CFO and General Counsel, Unanet
JW

Jennifer Warren

VP of Finance & Accounting, Intelliware Systems, Inc.



Friday May 17, 2019 8:30am - 9:15am
Capri/Riviera

8:30am

Finance Foundations: Contractor Purchasing System Reviews: What Every Contractor Needs to Know!
Buying goods and/or services? Come explore with us practical solutions to navigate the complexities and challenges of purchasing compliance. We will share insights into the U.S. Government’s current points of interest in your purchasing systems, as well as how Unanet can help move your purchasing function to a more efficient and compliant operation.

Speakers
avatar for Valery Hill

Valery Hill

Director of Product Management, Unanet
Since I'm product management, I would like to hear what people like about Unanet, why they like it and how is it better than our competition. I would also like to hear their suggestions about the product. I would like to understand how their suggestion would benefit our customers... Read More →
avatar for Tom Marcinko

Tom Marcinko

Principal Consultant, Aronson
Tom Marcinko is a Principal Consultant in Aronson LLC’s Government Contract Services Group. He is responsible for providing clients with a broad variety of both pre and post award support. Mr. Marcinko has over 25 years of government contracts experience. His experience includes... Read More →



Friday May 17, 2019 8:30am - 9:15am
Monte Carlo/St. Tropez

8:30am

PM Advanced: Compliance: DCAA and Contract Management
This presentation will review the basic compliance requirement as it pertains to accounting systems of Government Contractors.
The types of systems audits typically encountered by contractors will be discussed as well as practical tips for achieving a "passing"
grade. Finally, we will examine the importance of contract management in compliance and how Unanet can help with the process.

Speakers
avatar for Carole Davis

Carole Davis

Chief Financial Officer, ICS Federal
I have been supporting government contracts for over 25 years. I oversee pricing, contracts, finance and accounting as well as acquisition activities.
avatar for Rich Wilkinson

Rich Wilkinson

Director, Solutions Engineering, Unanet



Friday May 17, 2019 8:30am - 9:15am
Terrazza Ballroom

8:30am

PM Foundations: Project Accounting Reports 101
This session will provide an overview of the reports available in the Project Accounting Reports section.  See how Detail Reports can be tied to  Summary reports when researching data integrity, how to select report  criteria, and how to manage all of the reports that are unique to an organization.

Speakers
avatar for Christon Kaiser

Christon Kaiser

Program Analyst, Lukos, LLC
Love numbers, and working in the GovCon industry feeds that! Past experience includes helping a small 8(a) in the IT arena, grow from 8 people to almost 200 in 12 years. | Now working for a small 8(a) firm in Tampa, working Lukos business as well as 3 joint ventures.
avatar for Bill Riviere

Bill Riviere

Senior Director of Consulting Services Group, Unanet



Friday May 17, 2019 8:30am - 9:15am
Sorrento/San Marino

8:30am

Thought Leadership: A Perfect Marriage: Successful M&A and ERP Integration Strategies
This session provides an overview of the M&A deal lifecycle, diligence pitfalls and post-merger integration activities. It also explores in more detail the ERP implications of transaction activity, common integration scenarios, and best practices for successfully integrating ERP systems like Unanet.

Speakers
EF

Eric Fahr

Partner, Transaction Advisory Services, BDO USA LLP
JR

Jonathan Reynolds

Director, Industry Spec Services, BDO USA LLP



Friday May 17, 2019 8:30am - 9:15am
Portofino

9:15am

Finance Advanced: Payroll Integration with Unanet
Discover the operational efficiencies that can be gained by integrating Payroll/HRIS with Unanet.  Learn about the four payroll/HRIS vendors Unanet partners with, and take a deep dive into how Sev1Tech benefits from this integration.

Speakers
avatar for Sharon Edelmann

Sharon Edelmann

Principal Integration Architect, Unanet
avatar for Kristin Lohfeld

Kristin Lohfeld

Financial & HCM Consultant, Sev1Tech



Friday May 17, 2019 9:15am - 10:00am
Capri/Riviera

9:15am

Finance Foundations: GL Budgets and Rates: Data for Incurred Submissions
We will discuss scenarios for a more complex indirect rate structure to deal with contract-specific rates. Key reports and tips to streamline preparation of your Incurred Cost Submission. Also, a brief review of how Unanet utilizes the GL budget function and how to utilize various budget scenarios in finance operations.

Speakers
avatar for Brian Bender

Brian Bender

Director of Finance, Array Information Technology
Accounting, Finance, Government contract compliance and consulting, indirect rates, Incurred Cost Submissions | Sports - Capitals, Redskins, Nationals, DC United, golf | Poker, coaching kids sports, Orange Theory Fitness
EB

Emilie Bermudez

Controller, Unanet
JM

Jim Mortson

Senior Business Consultant, Unanet



Friday May 17, 2019 9:15am - 10:00am
Monte Carlo/St. Tropez

9:15am

PM Advanced: Resource Planning to Optimize Profits
Speakers
MO

Mark Ogles

President, Freedom Information Systems, Inc.
avatar for Steve Bittner

Steve Bittner

Sr. Vice President, Professional Services, Unanet



Friday May 17, 2019 9:15am - 10:00am
Terrazza Ballroom

9:15am

PM Foundations: The Business of Projects: Understanding your Key Metrics
Using Unanet’s accurate and real time data for understanding key metrics; forecasting and monitoring for revenue, profitability and productivity.

Speakers
avatar for Shilpa Amato

Shilpa Amato

Executive Vice President, Nalas Engineering Services, Inc.
FS

Fern Sinclair

Project Manager, Nalas Engineering Services, Inc.
avatar for Gwen Hess

Gwen Hess

Senior Technical Trainer, Unanet
avatar for Kim Koster

Kim Koster

VP Corporate Strategy, Unanet
I had the privilege to work for 2 major government contractors for 21 years as a finance and project professional. I have many experiences, both good and bad, that I would love to talk about with you. Project management is my passion and have a lot of experience in budgeting, estimating... Read More →



Friday May 17, 2019 9:15am - 10:00am
Sorrento/San Marino

9:15am

Thought Leadership: Basics of Organizational Conflict of Interest
Conflict of Interest is the newest, best route to a successful protest – and your competitors know it! Firms are utilizing OCI as a tool in both protests and during contract execution to remove competitors from the playing field.  This presentation discusses the basics of the three forms of OCI, the newest developments in the industry and how to protect your firm from being the next victim.

Speakers
avatar for Michelle Bedner

Michelle Bedner

Sr. Solutions Engineer, Unanet
avatar for Rich Wilkinson

Rich Wilkinson

Director, Solutions Engineering, Unanet



Friday May 17, 2019 9:15am - 10:00am
Portofino

10:00am

Networking Break
Friday May 17, 2019 10:00am - 10:15am
Ballroom Foyer

10:15am

Finance Advanced: Subcontractor Management: Real Life Process from Beginning to End
Let's go through the entire process of managing your subcontractors starting from when the need for subcontractors is initiated to the moment you pay your last vendor invoice and close out the purchase order.
Let's review how to implement an efficient process in your organization using Unanet Purchasing: from creating Purchase requisitions, tracking the approvals, creating Purchase Orders, storing important documents into Unanet and linking then to the PRs and POs, Emailing the Purchase Order form and desired documents to the vendor, matching your subs timesheets and Expense Report to the PO and Vendor Invoice, creating the vendor Invoice, billing your employee and subcontractor's time to your customer to finally closing the Purchase Order.

Speakers
avatar for Valery Hill

Valery Hill

Director of Product Management, Unanet
Since I'm product management, I would like to hear what people like about Unanet, why they like it and how is it better than our competition. I would also like to hear their suggestions about the product. I would like to understand how their suggestion would benefit our customers... Read More →



Friday May 17, 2019 10:15am - 11:00am
Capri/Riviera

10:15am

Finance Foundations: Reinforcing your Financial Business Practice
Spend time to save time! Explore the benefits of utilizing the Unanet Administrative setup of Payment Methods, Cost Elements, Project Types, and Expense Types to streamline your financial processes and achieve successful audit results.

Speakers
avatar for Jamie Flynn

Jamie Flynn

Sev1Tech



Friday May 17, 2019 10:15am - 11:00am
Monte Carlo/St. Tropez

10:15am

PM Advanced: Driving your business forward: Using Unanet for your Pipeline and Customer Relationship Management
Who needs Pipeline and CRM? Everyone! You don’t drive a car by looking in the rear view mirror so why would you make critical business decisions by looking at what you have already done? An opportunity pipeline allows you to see your Revenue Forecast and Resource Requirements for the Future and provides valuable KPIs to assist in making business decisions. Using Customer Relationship Management, CRM is how you track your customer information and interactions. Unanet’s pipeline management capabilities provide a complete visualization of opportunities being pursued with a time horizon that fits your needs.

Speakers
CB

Cynthia Boyatt

Controller, Relyant Global
avatar for Robyn Burns

Robyn Burns

Vice President, Customer Solutions, Unanet
KG

Karen Gibbons

Vice President, Shared Services, Design Interactive



Friday May 17, 2019 10:15am - 11:00am
Terrazza Ballroom

10:15am

PM Foundations: Collaboration though Project Notes
Discover the many options for using Project Notes, the utility knife of Unanet features. Regan Johnson of Griffiss Institute will introduce you to the Project Note functionality, walk you through a demo site to practice a variety of use cases, and discuss searching and reporting on Notes to meet your business needs.

Speakers
avatar for Jade Hampton

Jade Hampton

Instructional Designer, Unanet
I develop and manage learning content for Unanet users, and spearheaded the launch of our virtual learning management system. I can help you locate the training content you need to develop your Unanet expertise, and take your feedback and suggestions for improvement and new content... Read More →
RJ

Regan Johnson

Vice President, Griffiss Institute, Inc.



Friday May 17, 2019 10:15am - 11:00am
Sorrento/San Marino

10:15am

Thought Leadership: Custom Reporting and Business Intelligence Roadmap (Including CFO Scoreboard)
Learn about Unanet’s plans for delivering embedded Custom Reporting and Business Intelligence capabilities in coming releases.  See how access to your Unanet data via this new offering will provide enhanced, real-time business insights.

Business Intelligence (BI) Survey
The link is a brief survey to help us understand your expectations on Business Intelligence (BI) reporting; and we will use the results to help shape the roadmap for that upcoming functionality. Please be sure to fill out that quick survey while you are here.

Speakers
avatar for Sharon Edelmann

Sharon Edelmann

Principal Integration Architect, Unanet
avatar for Steve Bittner

Steve Bittner

Sr. Vice President, Professional Services, Unanet
avatar for Michael Ribnik

Michael Ribnik

Sr. Customer Success Engineer, Unanet



Friday May 17, 2019 10:15am - 11:00am
Portofino

11:00am

Finance Advanced: Managing Federal Sector Growth: Business Infrastructure and Compliance Tips
Having the right information at the right time will help you capture growth opportunities.  Building a sound business infrastructure is critical to successful and scalable growth.

Speakers
avatar for Traci Rowland Shepps

Traci Rowland Shepps

Partner, CORDIA
Outsourced Accounting/Managed Services | System selection/Design/Implementation | System Re-Design | Data Remediation
avatar for Jean Herbst

Jean Herbst

Director, Consulting Services Group, Unanet



Friday May 17, 2019 11:00am - 11:45am
Capri/Riviera

11:00am

Finance Foundations: How to Streamline a Fast and Effective Month End Close in Unanet
Month end closing seems to always take so long.  How can I be sure my JSRs and indirect rates are accurate? Is there a way to speed up the close process and increase quality controls to ensure accuracy in the numbers? Is this you? Have you found yourself pondering these questions every month?  It is possible to eliminate those questions with the streamlined functionality of Unanet Financials.  There is a way to bring the 20 day close cycle down to 5 days, all while maintaining a high level of quality in your numbers.

Speakers
CB

Cynthia Boyatt

Controller, Relyant Global
JR

Jocelyn Rogers

Senior Business Consultant, Unanet



Friday May 17, 2019 11:00am - 11:45am
Monte Carlo/St. Tropez

11:00am

PM Advanced: Pushing the Envelope: Extending Unanet Beyond What You Thought Was Possible
Extending Unanet beyond what you thought was possible with data integration, quality control processes and automated custom reporting for PMs and Executives. Improve quality assurance and control of project information to identify data discrepancies and provide PMs and Executives with the ability to analyze contract data and performance at the push of a button.

Learn more about Unanet’s Automated Analyst at unanet.com/aa and the Project Management Score Board at unanet.com/pmsb.

Speakers
avatar for Matthew Chadwick

Matthew Chadwick

Program Project Manager & Cybersecurity Consultant, G2-Ops, Inc.
JS

Jim Scofield

Business Consultant, Unanet



Friday May 17, 2019 11:00am - 11:45am
Terrazza Ballroom

11:00am

PM Foundations: Top 5 Reports to Optimize the Future While Monitoring the Present
Learn how the Unanet Professional Services team uses Unanet for Budgeting, Forecasting and Project Monitor and Control.  Weaved throughout this session are 5 of the top reports used by the Professional Service team.

Speakers
avatar for Steve Bittner

Steve Bittner

Sr. Vice President, Professional Services, Unanet



Friday May 17, 2019 11:00am - 11:45am
Sorrento/San Marino

11:00am

Thought Leadership: GAUGE Report
In helping government contractors plan and strategize, CohnReznick and Unanet have once again partnered to conduct a government contracting industry benchmarking survey better known as The GAUGE.  Come to this session to get a preliminary look inside the 2019 Report!

Speakers
avatar for Kim Koster

Kim Koster

VP Corporate Strategy, Unanet
I had the privilege to work for 2 major government contractors for 21 years as a finance and project professional. I have many experiences, both good and bad, that I would love to talk about with you. Project management is my passion and have a lot of experience in budgeting, estimating... Read More →
avatar for Christine Williamson

Christine Williamson

Partner, Government Contracting Industry Practice, CohnReznick
Come see me to discuss the GAUGE report and anything else under the sun about government contracting compliance, financial, or tax needs.



Friday May 17, 2019 11:00am - 11:45am
Portofino

11:45am

Lunch
Friday May 17, 2019 11:45am - 12:30pm
Bayside Terrace

12:30pm

Keynote: What Spins the Wheel



Speakers
LF

Len Forkas

In addition to his writing and speaking, Len Forkas is the founder and President of Milestone Communications, a Reston, Virginia-based owner and developer of wireless towers in the Mid-Atlantic. Milestone has invested over $50 million in the development of wireless infrastructure... Read More →


Friday May 17, 2019 12:30pm - 1:30pm
Garden Pavilion

1:30pm

Unanet Product Roadmap
Speakers
avatar for Dave Johnson

Dave Johnson

VP of Product Management, Unanet



Friday May 17, 2019 1:30pm - 2:15pm
Garden Pavilion

2:15pm

Partner Awards
Speakers
avatar for Matt Bonacquisti

Matt Bonacquisti

Director, Partner Success Management, Unanet
JH

Jen Humphrey

Senior Partner Success Manager, Unanet


Friday May 17, 2019 2:15pm - 2:20pm
Garden Pavilion

2:20pm

Networking Break
Friday May 17, 2019 2:20pm - 2:35pm
Ballroom Foyer

2:35pm

Speed Learning
The presentation files are uploaded to Thursday's Speed Learning session. 


Friday May 17, 2019 2:35pm - 4:05pm
Garden Pavilion and Breakout Rooms

4:05pm

Unanet Tips and Tricks
Speakers
avatar for Robyn Zampella

Robyn Zampella

Solutions Engineering Manager, Unanet



Friday May 17, 2019 4:05pm - 4:50pm
Garden Pavilion

4:50pm