Click the button above to register via the BTA IGNITE Orlando registration page.
Choose "e-automate Elevate Day (includes BTA IGNITE Orlando)" on the form.
Early-Bird Special:
Get $50 off when you register by Jan. 31!
Educational tracks will include:
Accounting & How to Create E-views presented by Jason Plott
- Month-End Closing Best Practices: A few hours each month can save you a lot of costly cleanup down the road. In this session, Plott will review a basic outline of what month end should consist of and what he does for his clients as a fractional CFO.
- e-automate Database Audits: Walk through a high-level "mini audit" and learn what to be checking each month to ensure that you are not missing revenues, expenses or allowing your database to become cluttered with old transactions.
- E-views & E-agent: As a controller and CFO, e-views should be your best friend. They are very customizable and can be used to generate many valuable reports, oftentimes combining multiple reports into one. This session will also take a look at e-agent and what it can be doing for your business automatically (which is especially helpful for non-CEO Juice clients).
Contracts & Contract E-views presented by Dondra Bott
- Sessions to be announced.
Service & Inventory presented by Jack Duncan
- Service Territory Strategies to Maximize First-Call Effectiveness: Learn strategies on how to use service data to create territories that will minimize callbacks while increasing profits.
- Service Performance Benchmarks — What Can the Benchmarks Tell Us? The story behind the numbers can show us not only where we are successful, but also where improvements can be made.
- Financial Benchmarks for Service & Aftermarket: What can we learn about the financial health of our organization?
- Inventory & Car Stocks: Learn what tools should be used to avoid the pitfalls of having to little or too much inventory, which can cause higher incomplete calls for lack of proper parts, as well as the potential damage caused by obsolete inventory being written off.
Power BI presented by Mike Kirpatrick & Gary Lavin
- Power BI Report & Dashboards for Service, Tech Stats, Profit & MIF
- Power BI Report & Dashboards for AR, Operations & Inventory
- Power BI Report & Dashboards for Sales, Leads, QBRs, Customer Retention & Deals
- Power BI Report & Dashboards for Owners & Financials
Full schedule and session details coming soon!
Dondra Bott
Director of Transactional Accounting, NEXERA
Bott is director of transactional accounting at NEXERA.
Jack Duncan
Owner, Jack Duncan Consulting
Duncan's career in the office technology industry spans more than 50 years, beginning in 1972 after his return from the Vietnam War. Beginning as a service technician in Kansas City, Missouri, he rose to service manager and then spent time as a senior regional technical manager for Ricoh. From there, Duncan spent 15 years at a large dealership in Arkansas, where he was responsible for all service, supply and inventory operations, and moved from director of service to vice president of service. During that time, Duncan also became active in the OMD User Group, where he began teaching classes as well as serving on its board of directors.
After the Arkansas dealership was purchased, Duncan moved to the Dallas, Texas, area, where he implemented the OMD software system, as well as served as a service manager and vice president of service.
Thanks to Duncan's love for teaching, in 2004 he started JDC – Jack Duncan Consulting, which is still in operation today. He developed and taught classes beginning with Service Managers University, as well as classes on optimizing inventory and more. During this time, Duncan also worked with NEXERA (BEI) and Digital Gateway on many projects. He estimates that he has taught approximately 350 to 400 students during his career, and still actively works with two dealerships.
Mike Kirkpatrick
Partner, CEO Juice
Kirkpatrick started working in the office technology industry in 1982 as a consultant working on installs for a product called FasTrack. He was IT director at AEG Olympia during the early 1990s for a few years and was a partner in Critical Network Technologies, reselling and troubleshooting 500- to 1,000-plus-user Novell networks. He then went to work as CIO for Standard Office Systems of Atlanta (SOS). In 1997, SOS signed up for e-automate and Kirkpatrick spent two years with the lead e-automate developer to add all the FasTrack features to the software. He was the primary catalyst in starting the e-automate Users Group (EUG) and was its president for the first few years. Kirkpatrick met Lavin at EUG and the two formed CEO Juice in 2009.
Gary Lavin
Partner, CEO Juice
Born and raised in Ireland, Lavin started selling copiers for Xerox in 1983. In 1993, he moved to San Diego, California, where he founded Color Systems, a dealership focused on the color copier/MFP marketplace with a separate division focused on IT services. Lavin grew it to $10 million in revenue in five years, and added locations in Los Angeles and the Bay Area before selling the company in 1999. In 2003, he started Imaging Technologies. Lavin grew this business to $6 million in just over four years before selling it to KMA in 2008. He invested in e-automate back when it was known as Cash Ops, installing version 1 and became an avid fan of Digital Task Force (DTF) shortly after it was launched by Mike Kirkpatrick. Passionate about using technology to solve problems and understanding the need for process in a successful business, Lavin connected with Kirkpatrick at the e-automate User Group where they discussed the potential DTF had and the challenges in implementing it. They formed CEO Juice together in 2009 to overcome those challenges. Today, CEO Juice has 98% of medium/large office technology dealerships as clients.
Jason Plott
Owner, XYZ Consulting
Plott began his career during his senior year of college as an employee of e-automate (formerly Digital Gateway, prior to its acquisition by ECI). With more than 15 years of experience in the industry, he has served as an accounting manager and controller for Visual Edge, and CFO for Professional Document Solutions. Now offering consulting services, Plott specializes in virtual CFO support (ideal for smaller businesses that need expert financial guidance from someone with advanced e-automate skills without the cost of a full-time CFO), process analysis and improvement, advanced accounting support, and e-automate database cleanup. He also provides on-site consulting for clients who prefer in-person assistance. Plott holds a bachelor's degree in accounting from Utah Valley University and Brigham Young University.
Registration includes the educational sessions, lunch and refreshment breaks, as well as a one-person registration to BTA IGNITE Orlando.
Dealer Registration:
$299 per person
Early-Bird Special: Register by Jan. 31, 2026, and get $50 off registration!
Disney's Yacht Club Resort
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Room rate: $399+/night for single or double occupancy
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Elevate attendees receive a FREE one-person registration to BTA IGNITE Orlando!
Click the button above to register via the BTA IGNITE Orlando registration page.
Choose "e-automate Elevate Day (includes BTA IGNITE Orlando)" on the form.
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