Sikich

Meet Sikich & Numina at ProMat 2025
2025-03-17 - 2025-03-20 | McCormick Place, 2301 Ml King Jr Dr, Chicago, IL, 60616, United States
Join us at ProMat 2025, March 17-20, McCormick Place – Chicago to learn how to optimize your order fulfillment with Microsoft ERP and RDS Warehouse Automation.
With 1,200 of the world’s leading manufacturing and supply chain solution providers under one roof, ProMat 2025 puts you face‑to-face with the people, technologies and game-changing ideas that are shaping this industry’s future.
From hands-on demonstrations to unparalleled education experiences, attending ProMat is your best opportunity in 2025 to gain the tools you need to innovate your supply chain operations for the next level of success.
Where to find us:
South Building, Hall A, at the Numina booth # S3837
ProMat Session
Mark your calendar for our joint session!
Seamless SLAM Automation: Things You May Not Be Thinking About – Automation that Improves Order Flow From Pick to Ship: presented by the SLAM Industry Group
Date & Time – Wednesday, March 19th 10:30-11:15am
Location – MHI Industry Groups Theater

Automating order fulfillment can accelerate operations, but without a comprehensive approach, automation can inadvertently create new bottlenecks in shipping and manifesting processes. This SLAM Industry Group seminar will focus on holistic solutions that streamline the entire fulfillment journey, from picking to shipping. Attendees will learn how to leverage technologies such as print-and-apply automated labeling, rate-shopping software, in-motion weighing and dimensioning systems, and automation solutions that eliminate manual touches.
Register today to win a Yeti Cooler!

2025 Yellowbook Webinar Series: Session 2 - GASB Part 1
2025-03-19 12:00 - 13:00 (America/Chicago) | Virtual
Join our Sikich experts as they recap GASB Statement No. 100. Accounting Changes and Error Corrections; Statement No. 101, Compensated Absences, and Statement No. 102, Certain Risk Disclosures.
This event is an intermediate level training geared towards finance roles in the government industry.
This webinar is eligible for 1.0 CPE.
Register

2025 Economic Update for Manufacturers
2025-03-26 08:00 - 09:00 (America/Chicago) | Virtual
Join us for our 2025 economic update with guest speaker Michael Weidokal. Michael will provide an assessment of the current state, as well as the near-term and long-term outlook, of the domestic and international economy. He will also cover many of the key issues affecting the manufacturing sector and our economy as a whole, including the impact of demographic, political and rapid technological change.
In this one-hour webinar, you’ll walk away with:

Insights into the current economic situation both domestically and internationally
An understanding of the outlook for the U.S. and global economy for the next three years
Strategies to best prepare your firm to succeed amidst economic challenges

REGISTER HERE >
This webinar offers 1.0 CPE.

2025 Yellowbook Webinar Series: Session 3 - Preparing a MD&A
2025-04-16 12:00 - 13:00 (America/Chicago) | Virtual
GASB Statement No. 103 modifies the existing requirements for Management’s Discussion & Analysis (MD&A). This training will help financial statement preparers:

Understand the purpose of the MD&A and its role in enhancing transparency and interpreting financial statements.
Identify the key components of an effective MD&A.
Apply best practices to draft an MD&A that ensures clarity and compliance with GASB standards.

This webinar is eligible for 1.0 CPE.
Register

AI and IA - More than a Palindrome: Navigating The Future of Internal Auditing
2025-04-30 12:00 - 13:00 (America/Chicago) | Virtual
The integration of Artificial Intelligence (AI) into Internal Auditing (IA) is not just a trend – it’s a necessity. Join us for this webinar, where Ray Beste, Principal AI Strategist, and David Panicko, Internal Audit Consultant, will discuss how to incorporate AI into your organization’s IA function. We will provide a comprehensive roadmap for successfully implementing AI, focusing on practical strategies, innovative tools and ethical considerations.
This webinar is eligible for 1.0 CPE.
REGISTER HERE >>

Sikich and PA Expertise at Techtextil North America 2025
2025-05-06 - 2025-05-08
Techtextil North America 2025 is the premier event for technical textiles, nonwovens, and textile manufacturing solutions—bringing together industry leaders, innovators, and decision-makers.
Join Sikich and PA Expertise at Booth #3116, where we’ll showcase modern solutions designed to help rolled products manufacturers improve efficiency, gain real-time visibility, and optimize production.
Chat with us about how ERP, MES, CRM, and Supply Chain Management technologies can transform operations for textile and rolled steel manufacturers. Discover everything you need to know about JUST MES, a powerful Manufacturing Execution System tailored for the industry. The JUST MES solution suite—which includes JUST PLM, JUST Monitoring, JUST Planning, JUST Quality Control, and JUST LooKreate—delivers full control and deep insight into your production cycles, from new product development to real-time monitoring and quality assurance.
Stop by Booth #3116 to explore how Sikich’s expertise in rolled products manufacturing, combined with Microsoft technology and JUST MES an Industry 5.0 solution by PA Expertise the ALVEO group company specialized in Microsoft technologies, can help your business achieve operational excellence.
If you haven’t registered yet, use promo code SKCH25 when checking out for a 25% discount on the ticket price!
Register today!
PROMO CODE: SKCH25

DynamicsCon 2025
2025-05-13 - 2025-05-15 | Hyatt Regency Chicago, 151 East Wacker Drive, Chicago, IL, 60561, United States
We’re excited to announce that our experts will be presenting at DynamicsCon 2025, a premier conference for the Microsoft Dynamics community, taking place May 13-15, 2025, in Chicago, IL.
Although we’re not official sponsors, we’re thrilled to bring our expertise to the stage with three impactful sessions designed to empower your business.
OOB Data Tools: The Who, What, When, Where, Why, and How
Learn how to make the most of out-of-the-box (OOB) data tools to unlock the full potential of your Dynamics solution.
Presented by: Blaine Grzegorek, CPA
Date: Thursday 5/15
Time: 8:30 – 9:30 AM
Location: Grand Ballroom MN – East Tower
Unlock the Power of AI and Cloud ERP
Discover how AI and cloud-based ERP systems can drive efficiency, growth, and innovation within your organization.
Presented by: Mike Loumeau
Date: Thursday 5/15
Time: 9:45 – 10:45 AM
Location: Toronto – West Tower
Microsoft Dynamics 365 BC or F&SC: Which ERP is Right for Me?
Navigate the complexities of ERP selection with this in-depth comparison of Dynamics 365 Business Central and Finance & Supply Chain Management.
Presented by: Mike Loumeau & Blaine Grzegorek, CPA
Date: Friday, 5/16
Time: 10:15 – 11:15 AM
Location: Crystal Ballroom C – West Tower
Don’t miss this opportunity to connect with our experts and gain valuable insights to optimize your Microsoft Dynamics investment. Register here.
Please fill out this quick survey to let us know if you’re attending DynamicsCon 2025 and are interested in joining us for a fun networking dinner in Chicago. Hope to see you there!

2025 Yellowbook Webinar Series: Session 4 - GASB Part 2
2025-05-14 12:00 - 13:00 (America/Chicago) | Virtual
This is a continuation of our session on GASB statements that coming into effect for units of government. This session will cover the requirements of GASB Statement 100, 101 and other updates from the GASB.
This webinar is eligible for 1.0 CPE.
Register >>

Internal Controls for Fraud Prevention in Manufacturing and Distribution
2025-05-20 08:00 - 09:00 (America/Chicago) | Virtual
The board of directors, audit committee and executive team are essential leaders in the corporate governance process, particularly in the manufacturing sector. Robust internal controls and systems are critical in helping manufacturing companies achieve their objectives, maintain smooth operations and protect stakeholder interests.
Join our webinar on May 20, where Sikich’s internal audit experts will discuss effective strategies to mitigate risk and safeguard your company. We’ll cover:

How internal controls ensure compliance with laws and regulations affecting the manufacturing industry
The internal control review conducted during your external audit: what is included and what is not
Key internal controls that support operational efficiency, reliable financial reporting and IT security
The critical role of assessing and maintaining effective internal controls, including recommendations for segregation of duties with limited resources

This session is specifically designed for Manufacturing and Distribution CEOs, Finance Leadership and Personnel, and Board Members.

This webinar is eligible for 1.0 CPE.
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Register Here >>

Securing Success: Advanced Risk Management Techniques for Executives Webinar
2025-05-22 14:00 - 15:00 (America/Chicago)
In today’s dynamic business environment, risks are inevitable. Whether it’s market volatility, regulatory changes, or technological disruptions, the ability to identify, assess, and manage risks effectively can make the difference between thriving and merely surviving. A risk-aware culture is the foundation of effective risk management. It ensures that every member of the organization, from top executives to frontline employees, understands the importance of risk and takes proactive steps to address it. Join Sikich on Thursday, May 22nd at 2pm CT/3pm ET for an in-depth webinar for executives on why securing success matters.
Create a Risk-Aware Culture.
During this webinar, Sikich will cover:

Understanding Strategic Risk in Today’s Business Environment
Developing a Comprehensive Risk Management Framework
Leveraging Data and Analytics for Risk Management
Integrating Advanced Risk Management into Strategic Planning
Building Organizational Resilience
Fostering a Risk-Aware Culture
Executive Leadership in Risk Management

Whether you are new to risk management or already work with a security consulting firm, this is a must-see event! You don’t want to miss this webinar.
Register today!

Summer 2025 Tax Legislation Update: What's Ahead for Individuals, Businesses and Not-For-Profits
2025-06-11 08:00 - 09:00 (America/Chicago) | Virtual
Join Sikich tax experts for a timely webinar providing the latest insights on the comprehensive tax legislation currently advancing through Congress. This session will cover key updates from both the House and Senate as the bill progresses, with a focus on new tax proposals as well as tax provisions from the Tax Cuts and Jobs Act of 2017 (TCJA) that are set to expire at the end of the year.
Key topics will include:

Current status, next steps and prospects for passage of tax legislation in Congress
Overview of TCJA provisions likely to be extended – or allowed to expire
Campaign themes from the 2024 political cycle that will possibly shape the bill
Potential additional provisions and proposed offsets (“pay-fors”)
Proposed impact on tax-exempt organizations

This webinar is eligible for 1.0 CPE.
REGISTER HERE >>

Transforming Risk Into Opportunity
2025-06-12 10:00 - 12:00 (America/Chicago)
Join Sikich for an engaging and practical webinar, “Transforming Risk into Opportunity,” where we’ll explore how forward-looking organizations are turning compliance, cybersecurity, and enterprise risk management into engines of growth and competitive differentiation.
Whether you’re a CIO, compliance lead, or executive decision-maker, join us on Thursday, June 12th at 10am CT/11am ET to learn actionable strategies to turn risk into resilience—and compliance into a competitive advantage.
Turn Risk into Resilience
Through real-world case studies and expert insights, you’ll discover:

Why faster time to compliance gives companies a strategic edge
How to move from reactive to proactive risk management
What tools—like AI-driven assessments, Governance Frameworks, and strategic dashboards—can do to accelerate your compliance journey
A step-by-step framework for identifying risk, aligning leadership, and driving measurable business impact

Register Today!

Building a Dream Team: Managing Through Uncertainty and Change
2025-06-17 12:00 - 13:00 (America/Chicago) | Virtual
Teams are navigating a world that feels heavier than ever. From layoffs and economic shifts to the rapid pace of technological disruption, the pressure on today’s workforce is undeniable. Anxiety, burnout and low morale are on the rise across industries. People are feeling uncertain – about their roles, the future and the direction of their organizations.
In this session, we’ll share practical strategies to help you:

Lead people through change in a way that strengthens them
Guide HR and Talent Acquisition teams through ambiguity
Adapt recruitment strategies to shifting business priorities
Measure success in a constantly changing environment

Whether you’re an HR leader, executive or people manager, this conversation is for you. Because building a dream team isn’t about waiting for perfect conditions – it’s about creating strength and alignment in the most imperfect ones.

This webinar is eligible for 1.0 HRCI or 1.0 CPE.

REGISTER HERE >>

Microsoft Business Applications Presents: Delivering Impact With Sikich Economic Development Accelerator Webinar
2025-06-17 15:00 - 16:00 (America/New_York)
Economic Development Organizations (EDOs) are essential to driving business growth and community success—but many still rely on outdated tools. Join us to learn how the Sikich Economic Development Accelerator, built on Microsoft Dynamics 365, helps EDOs modernize operations, improve stakeholder engagement, and deliver measurable outcomes.
Join us on Tuesday, June 17th at 12 PT/3 ET, where we will highlight:

The top 12 benefits of adopting the Sikich EDO CRM solution
How EDOs streamline programs, expand their reach, and work more efficiently
A demo of the solution
A real-world case study of how Sikich transformed operations for the City of Austin

If you’re part of a government agency, chamber, or nonprofit EDO, this is your chance to see how technology can power your mission forward.
Sikich Speakers: Heidi Bamburg and Anthony Senevey
Register Here!

2025 Yellowbook Webinar Series: Session 5 - Fund Balance/Net Position Accounting and Reporting
2025-06-18 12:00 - 13:00 (America/Chicago) | Virtual
Join our Sikich experts as they delve deep into the essential principles of governmental fund balance accounting and reporting. This session will provide a detailed overview of fund classifications and accounting for restricted, committed and assigned fund balances.
This webinar is eligible for 1.0 CPE.
Register >>

Webinar Series: Workplace Violence Prevention - From Awareness to Action
2025-06-30 - 2025-07-01 | Virtual
Workplace violence affects over two million workers each year. Prevention isn’t optional – it’s urgent. This two-day webinar series will give you the knowledge, tools, and expert guidance to recognize threats, respond effectively, and protect your people.

Led by a former U.S. Secret Service threat expert and a national domestic violence advocate, these sessions combine powerful stories with practical strategies you can use immediately.

Who Should Attend?

This series is built for:

HR professionals managing risk and policy
CEOs and business leaders focused on safety and culture
Security and operations teams enhancing threat protocols
Anyone responsible for employee well-being

If you’re ready to level up your prevention strategy, start here.

These webinars are eligible for a total of 4.0 CPE and 4.0 HRCI.

REGISTER HERE >>

Accelerating Time to Compliance for CMMC Webinar
2025-07-09 09:00 - 10:00 (America/Chicago)
As the Department of Defense (DoD) continues to push toward enforcing Cybersecurity Maturity Model Certification (CMMC) standards, organizations in the defense industrial base are under mounting pressure to demonstrate compliance quickly and effectively. This webinar is designed to help you better understand how to accelerate your path to CMMC compliance.
Join Sikich and A-LIGN for a discussion on aligning your current security practices with CMMC expectations and how to streamline your compliance journey.
You’ll also get a closer look at Sikich’s CMMC STARS Program which assists organizations with identifying gaps early, building stronger processes, and preparing for compliance with confidence. Whether you’re new to CMMC or deep into your readiness journey, this session will provide actionable insights to support long-term success. Join us on Wednesday, July 9th at 9am CT/10am ET to learn how to fast-track your compliance.
This session will equip you with practical insights, real-world examples, and actionable steps to fast-track your compliance without sacrificing resilience or performance.
Key Takeaways

Understand the CMMC compliance landscape and the latest updates
Learn how rapid compliance can drive business growth and competitive positioning
See how integrated tools and services reduce compliance timelines
Discover case studies of successful accelerated compliance journeys

Whether you’re just starting your CMMC journey or preparing for certification, this is a must-see webinar!
Register Today!

AI Governance: A Primer for Internal Auditors
2025-07-15 12:00 - 13:00 (America/Chicago) | Virtual
As artificial intelligence becomes increasingly embedded in business operations – shaping everything from decision-making to customer interactions – the governance landscape is changing just as quickly. Internal auditors play a critical role in ensuring these systems are used responsibly, ethically and in alignment with organizational goals.
Join us on Tuesday, July 15 for a practical session designed to equip auditors with the knowledge, frameworks and strategies needed to effectively assess AI risks and AI governance strategies.
In this webinar, we’ll cover:

What AI governance is and why it matters now more than ever
An overview of leading AI governance frameworks
How to identify, evaluate and mitigate AI-related risks
Approaches to establishing effective oversight for AI system.

This webinar is ideal for internal auditors and executives seeking to stay ahead of the curve as AI reshapes the risk landscape.
This webinar is eligible for 1.0 CPE.
REGISTER HERE >>

2025 Yellowbook Series: Session 6 - Compensated Absences
2025-07-16 12:00 - 13:00 (America/Chicago) | Virtual
This session focuses on accounting for compensated absences and the recent changes under GASB-101, and GASB-100 considerations when implementing GASB-101.
Including lessons learned and examples from early implementations at other organizations.
This webinar is eligible for 1.0 CPE.
Register >>

'One Big Beautiful Bill' Signed into Law - What to Do Now
2025-07-30 08:00 - 09:00 (America/Chicago) | Virtual
Join us on Wednesday, July 30, for a one-hour webinar unpacking tax changes in the newly enacted One Big Beautiful Bill. Our team will walk through key tax provisions and planning opportunities from this sweeping legislation, including:

Key extensions of individual and business tax provisions from the TCJA
New incentives to boost U.S. business investment and expansion
Notable international tax updates
Expiring energy credits and other time-sensitive changes
Enhancements to individual tax rules
Updates affecting exempt organizations

We’ll provide a clear overview of what changed, what didn’t change and what you can do to plan effectively.
This webinar is eligible for 1.0 CPE.
REGISTER NOW >>

The MITRE ATT&CK Framework and Your Pentest Webinar
2025-08-12 11:00 - 12:00 (America/New_York)
Everyone is talking about the MITRE ATT&CK® Framework. Auditors are encouraging you to align your controls and test against them. But where do you start?
In this webinar, we will briefly introduce the MITRE ATT&CK® Framework and then discuss how you can use it to guide your penetration testing (pentest), identify your gaps using ATT&CK Navigator and streamline your remediation efforts.
During this webinar, Sikich will provide an overview of pentesting, a form of ethical hacking, as well as a brief introduction to the MITRE ATT&CK® Framework and tools. We’ll also cover how the MITRE ATT&CK® Framework can:

Guide your pentest
Identify gaps using these tactics, techniques and procedures
Streamline your remediation efforts
Measure your security program

Register Today!

Breaking Down the One Big Beautiful Bill Act's M&A Tax Provisions
2025-08-13 08:00 - 09:00 (America/Chicago) | Virtual
The newly enacted One Big Beautiful Bill Act includes several Internal Revenue Code amendments that could significantly impact M&A transactions. Our Transaction Advisory Services team will walk you through what’s changed, what’s stayed put and where the planning opportunities lie.
We’ll cover the followings topics (and more):

Section 1202 capital gain exclusion
Bonus depreciation and immediate expensing
State and local (SALT) deductions
Deductibility of research and experimental (R&E) costs
Limitation on interest expense deduction

This webinar is eligible for 1.0 CPE.
REGISTER NOW >>

Fraud Considerations in Financial and Compliance Audits for Not-For-Profits
2025-08-13 12:00 - 13:00 (America/Chicago) | Virtual
Fraud can have a lasting impact on a not-for-profit’s mission, funding and reputation – but it can be prevented with the right knowledge. Join us for a practical and eye-opening session for not-for-profit leaders, finance teams and grant recipients.
In this session, our experts will:

Uncover the most common fraud schemes targeting not-for-profits
Share actionable strategies to strengthen your internal controls
Clarify your response as a grantee
Debunk myths around the auditor’s role in detecting fraud
Explain how fraud reporting could affect your organization

You’ll walk away better prepared to protect your mission and maintain donor and stakeholder trust.
This webinar is eligible for 1.0 CPE.
REGISTER >>

AI Copilot Readiness Workshop: Empower Your Business for the Future
2025-08-19 11:00 - 12:00 (America/New_York)
Join Sikich’s Microsoft AI experts for an exclusive webinar to prepare your organization for the future of work. We’ll explore the fundamentals of AI, Generative AI, and Agentic AI, and dive into real-world Microsoft 365 Copilot scenarios across key business functions like:

Communications
Customer Service
Finance
Operations
Sales
And more

Why Attend?
This isn’t just another tech webinar—it’s a strategic blueprint for unlocking the full potential of Copilot.

Drive Strategic Impact: Align Copilot with your business goals to streamline operations, accelerate decision-making and elevate customer experiences.
Maximize ROI: Discover where AI delivers the most value and how to measure success across departments.
Mitigate Risk, Scale Responsibly: Build a governance and adoption framework that balances innovation with compliance and data security.
Accelerate Transformation: Learn from experts who’ve led successful Copilot rollouts – from pilot to enterprise-wide impact.

This is about more than adopting new tools—it’s about reshaping how your business works, competes and grows in an AI-first world.
Register Today!

2025 Yellowbook Webinar Series: Session 7 - Financial Reporting/Accounting Reporting Deficiencies
2025-08-20 12:00 - 13:00 (America/Chicago) | Virtual
Learn about commonly observed deficiencies in accounting and financial reporting report from Sikich governmental accounting and financial reporting experts. We will walk through:

Commonly observed deficiencies in different areas of governmental accounting and financial reporting
Recommendations for entities to help review existing practices and remediate deficiencies

This webinar is eligible for 1.0 CPE.
Register >>

Salesforce Winter '26: Your Guide to Key Updates and Release Strategy Essentials
2025-09-09 11:00 - 12:00 (America/Chicago)
In this session, we’ll explore the latest updates and enhancements coming in the Salesforce Winter ’26 Release. Our Salesforce Certified experts will provide guidance to ensure a smooth transition and maximize the value of your Salesforce investment.
Attendees will be part of a live, interactive discussion, including:

An overview of key features
Demos showcasing how enhancements can be leveraged to optimize your CRM strategy
Guidance on how to effectively integrate the updates into your existing systems and workflows

Whether you’re a Salesforce admin, developer, or business leader, this webinar will equip you with the knowledge and strategies needed to navigate the Winter ’26 release with confidence and efficiency.

IEDC Annual Conference 2025
2025-09-14 - 2025-09-17 | Huntington Place Convention Center, 1 Washington Boulevard, Detroit, MI, 48226, United States
Make plans to attend the 2025 IEDC Annual Conference in Detroit, MI from September 14–17. This premier event brings together leading economic development practitioners and thought leaders from around the world to share ideas, strategies, and success stories that are shaping the future of the profession.
Be sure to visit Sikich’s booth #203 at IEDC to see how we’re helping communities take their economic development efforts to the next level. Chat with our expert about the Cloud Nine Economic Development™ platform, built for Microsoft Dynamics CRM, and designed specifically to meet the unique needs of EDOs. Discover how bringing your data and processes into one intelligent system can support business attraction, workforce development, and long-term community growth.
Sikich representative: Jordan Gilley
Register Here:
https://detroit.iedconline.org/

2025 Yellowbook Series: Session 8 - Internal Audit
2025-09-24 12:00 - 13:00 (America/Chicago) | Virtual
Internal controls are the safeguards put in place to protect your organization. They are checks and balances designed to provide reasonable assurance regarding the achievement of objectives in the areas of operations effectiveness, reliable financial reporting, availability and security of information technology, and compliance with laws and regulations. In this session you will learn essential internal controls and the importance of regularly verifying their effectiveness.
This webinar is eligible for 1.0 CPE.
Register >>

Yellowbook Webinar Series Session 9: Capital Assets
2025-10-15 12:00 - 13:00 (America/Chicago) | Virtual
Join Sikich’s government finance experts for an insightful session focused on the latest developments in accounting for capital markets. This intermediate-level training is designed for finance professionals in the government sector who want to stay current and compliant with evolving standards.
In this session, our experts will:

Review accounting for capital assets
Highlight key elements of GASB Statements 87, 94, 96, and 104
Discuss recent changes and their practical impacts

Don’t miss this opportunity to strengthen your understanding of capital markets accounting and ensure your organization is prepared for what’s ahead.
This webinar is eligible for 1.0 CPE.
REGISTER >>

Dynamics Community Summit NA 2025
2025-10-19 - 2025-10-23 | Gaylor Palms Resort & Convention Center, 6000 West Osceola Parkway, Kissimmee, Florida, 34746
We’re excited to sponsor the Dynamics Community Summit North America 2025, the largest independent event for the Microsoft Business Applications ecosystem. Join us October 19-23, 2025, at the Gaylord Palms Resort & Convention Center in Orlando, FL, for four days of unparalleled learning, networking, and insights.
Visit Sikich at Booth #500 to meet our team of experts, discover innovative solutions for your Microsoft Dynamics needs, and explore how we can help your business thrive.
Don’t miss out on savings! Use our exclusive discount code Sikich10 at checkout to receive 10% off your registration for Dynamics Community Summit NA 2025. Register now at summitna.com.
Stay tuned for more updates, including details about our sessions and special activities. We look forward to connecting with you in Orlando!

Sikich-Led Sessions

Speaker(s)
Session Title
Primary Track
Details
Location
Date & Time

Ray Beste
Top 10 Tips, Tricks, and Traps for Microsoft 365 Copilot & Copilot Studio
AI
Session Info
Osceola 3 – Convention Center, Level 2
Monday, Oct. 20, 9:45 AM – 10:45 AM

Mike Loumeau
Modernizing Technology in Uncertain Times: Why Now is the Right Time to Invest
Leadership
Session Info
Osceola 1 – Convention Center, Level 2
Monday, Oct. 20, 1:30 PM – 1:55 PM

Kris O’Donnell & Mike Loumeau
From Specialized to Scalable: MegaFood’s Journey from a Vertical ERP to Generic Dynamics 365 Business Central
Migrating
Session Info
Coastal 6 – Convention Center, Level 2
Monday, Oct. 20, 3:00 PM – 4:00 PM

John Eisenhauer & Rick Young
Data and AI Blueprint for Revenue Acceleration
AI
Session Info
Osceola 5 – Convention Center, Level 2
Tuesday, Oct. 21, 8:30 AM – 9:30 AM

Shari Bruno & Keri Leeds
We Didn’t Mean to Use GP for 18 Years: A Nonprofit’s Journey to the Cloud with Dynamics 365 Business Central
Migrating
Session Info
Coastal 3 – Convention Center, Level 2
Tuesday, Oct. 21, 8:30 AM – 9:30 AM

Blaine Grzegorek
One Legal Entity to Rule Them All: Should You Consolidate in Dynamics 365 Finance & Supply Chain Management?
Finance
Session Info
Desoto 2 – Convention Center, Mezzanine
Tuesday, Oct. 21, 3:00 PM – 4:00 PM

Darin Morrow & Josh Schneider
The Psychology of Change: People, Processes, and ERP Projects
Training & User Adoption
Session Info
Lafayette 5 – Convention Center, Mezzanine
Wednesday, Oct. 22, 8:00 AM – 9:00 AM

Brent Wilson
Mastering the Costing Maze: Advanced Inventory Costing in Dynamics 365 Finance & Supply Chain
Inventory
Session Info
Desoto 5 – Convention Center, Mezzanine
Wednesday, Oct. 22, 9:45 AM – 10:45 AM

Ray Beste
Building an Agent with Copilot Studio, CLU, Power Automate, and Dynamics 365 CE
AI
Session Info
Naples 3 – Convention Center, Level 2
Wednesday, Oct. 22, 9:45 AM – 10:45 AM

Jon Cole
Beyond Compliance: Cybersecurity as a Strategic Advantage in Digital Transformation
Cybersecurity
Session Info
Tampa 2 & 3 – Convention Center, Level 2
Wednesday, Oct. 22, 9:45 AM – 10:45 AM

Shari Bruno & Tom Myers
Managing Complexity: How a Global Nonprofit Centralized Multi-Entity Operations with Dynamics 365 Business Central
Finance
Session Info
Coastal 1 – Convention Center, Level 2
Wednesday, Oct. 22, 3:00 PM – 4:00 PM

Please note that session dates, times, and locations are subject to change. Visit the Community Summit website for more details.
