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

• Process Before Contract Setup: Best practices before processing/setting up contracts
• Contract Setup: Setting up contracts is not always black and white. In this session, Bott will be reviewing anomalies with setting up contracts, especially as sales representatives are creative when selling maintenance.
• E-view Reports:  Review reports to help manage contracts, new setups, terminations and rates.

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 coming soon!