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

Real-World Challenges & Actionable Solutions presented by Duane Walker

Drawing on the most frequent issues brought forward in BTA e-automate Dealers Helping Dealers meetings, Walker will cover:

• Duplicate Meters & Meter Management: Learn best practices for handling duplicate or irregular meters, including machines in storage, inactive units or devices picked up by competitors. Walker will break down how to keep your data clean and your billing accurate — avoiding one of the most common (and costly) service frustrations.
• Inventory Management That Works: From write-offs to toner returns, Walker will share practical approaches for properly reintroducing items into inventory and managing supplies that are sold back to a wholesaler. Attendees will gain clarity on how to streamline inventory processes and maintain tighter controls without slowing down operations.
• Interterritorial Service (ITT) Agreements — Simplified & Strengthened: Walker will outline best practices for handling ITT agreements, ensuring consistency between companies and departments, preventing the hidden errors that often surface months later, and challenges faced by both companies.

In each session, Walker will also explore recurring challenges such as combined lease and service billing, and common inventory missteps — issues that regularly create headaches but rarely get discussed openly. He will shed light on what to watch for and how to fix (or prevent) these problems. These sessions will be interactive, and Walker with take questions from attendees.

Ask the Experts Panel presented by all speakers

• All of the e-automate Elevate speakers will be in attendance to answer your questions and have a best-practices discussion. Questions from the pre-event survey will also be answered.
  

See detailed schedule below!