CF2026 Sessions Details

Presenters: TBA
CPE Level: Intermediate

• Overview of eCMS One as the next generation of Computer Guidance’s ERP solution, including its vision and strategic direction
• Introduction to the modern platform architecture and underlying technology stack that powers scalability, security, and performance
• Review of core functionality across financials, project management, and operational workflows, with a focus on streamlined user experience
• Insights into cloud capabilities, integrations, and data accessibility that support real-time decision-making
• Overview of implementation approach, including deployment process, timelines, and best practices for a successful transition
• Discussion of extensibility, configurability, integration options, and future roadmap to support evolving business needs
• Highlights of innovation areas such as automation, advanced reporting, and enhanced analytics
• Q&A and discussion around how organizations can prepare for and benefit from adopting the next generation platform

Presenters: Steven Gross, VP of Client Solutions, Computer Guidance Corporation
CPE Level: Intermediate

• Overview of IDI Views, Reports, and Menus, including view properties and Union View IDI capabilities (e.g., reporting by union and employee hours), along with advanced analytics reporting
• Demonstration of commonly used and powerful IDIs, including comparisons between Job Cost Performance reports and standard job cost dictionary reports
• Overview of recently converted legacy reports
• Demonstration of how key legacy reports (such as AP/AR open payables and receivables details and controls) can be replicated in IDI, exported to Excel, or built into IDI Views, Menu options, and dashboards (including job-specific and general use cases)
• Demonstration of exporting IDI reports into Microsoft Word for formatted reporting
• Microsoft Word formatting tips and best practices for report presentation
• Overview of exporting capabilities across IDI reports
• Email distribution and scheduling functionality for automated report delivery
• Financial reporting demonstrations, including Profit & Loss and Balance Sheet reports
• Interactive Q&A session highlighting common use cases, challenges, and audience-driven discussion

Presenters: Josh Ginn, Application Support Specialist, Computer Guidance Corporation and Sheila Holbrook, Professional Services Consultant, Computer Guidance Corporation

CPE Level: Intermediate

• Recognizing and avoiding phishing and social engineering attacks
• Strong password practices and multi-factor authentication
• Safe use of email, cloud apps, and shared systems
• Identifying malware, ransomware, and other common threats
• Best practices for data backup, encryption, and secure sharing
• How to report and respond to security incidents
• ERP-specific security risks – common threats targeting ERP systems, like unauthorized access, insider threats, and data breaches.
• Role-based access control – how to define user roles and permissions to protect sensitive data.
• Data protection and encryption – securing data at rest and in transit within the ERP platform.
• Audit trails and compliance – tracking user actions, maintaining logs, and meeting regulatory requirements.
• Incident response and recovery – best practices for detecting, responding to, and recovering from cyber incidents.
• Integration security – securing connections between ERP and other systems (e.g., third-party apps, cloud services).
• User awareness and training – educating staff on phishing, password hygiene, and safe system usage.
• Future-proofing ERP security – strategies for staying ahead of evolving cyber threats and implementing updates or patches safely.

Presenters: Akshay Choudhary, Director of Information Technology, Computer Guidance Corporation, and Marcus Rizzuti, IBM Cloud Sales Specialist, GlassHouse Systems

CPE Level: Intermediate

• Overview of system administration and security for both the IBM platform and Windows environment
• Review of eCMS application security, including LBCC considerations
• Discussion of security across Web2, Xcipio, and Employee Self Service (ESS)
• Best practices and recent security enhancements to strengthen system protection
• Guidance for customer administrators on effectively managing systems and infrastructure within their environments
• Interactive Q&A session highlighting common incidents, challenges, and audience-driven insights

Presenters: Akshay Choudhary, Director of Information Technology, Computer Guidance Corporation, Kim Stoll, iSeries Engineer, Computer Guidance Corporation, John Mason, Windows Administrator, Computer Guidance Corporation, and Darin Osborn, Professional Services Consultant, Computer Guidance Corporation

CPE Level: Advanced

• Setting up jobs and cost structures, including creating projects, cost codes, phases, and budget templates through data import methods
• Labor, equipment, and material tracking, including capturing actuals versus estimates, timesheets, and resource allocation
• Managing change orders and cost adjustments, including handling scope changes, approvals, and impact on project finances
• Project Income Statement and forecasting to support financial visibility and planning
• Best practices and tips for improving accuracy, automating processes, and avoiding common mistakes
• Interactive Q&A session highlighting common incidents, challenges, and audience-driven insights

Presenters: Darin Osborn, Professional Services Consultant, Computer Guidance Corporation, and Josh Ginn, Application Support Specialist, Computer Guidance Corporation

CPE Level: Intermediate

• Overview of W-2 updates and overtime reporting requirements
• 401(k) rollover processes and Roth contribution considerations
• Payroll Tax Tables program overview and maintenance
• Database updates to support increased payroll processing volume
• Common payroll issues and solutions, including how-to guidance, tips, and best practices
• Interactive Q&A session highlighting common incidents, challenges, and audience-driven insights

Presenter: James Carroll, Application Support Manager, Computer Guidance Corporation, Bernie Noe, Application Support Specialist, Computer Guidance Corporation, and Penny Chambers, Application Support Specialist, Computer Guidance Corporation

CPE Level: Advanced

Presenter: Fraser Gallop, CEO, Onware

CPE Level: Intermediate

Presenters: Marcus Rizzuti, IBM Cloud Sales Specialist, GlassHouse Systems

CPE Level: Advanced

Presenters:
CPE Level:

• Overview of Forms applications and their role in streamlining field and operational processes
• Timekeeping functionality, including clock-in and clock-out capabilities for accurate labor tracking
• Service Work Orders management for tracking and executing field service activities
• Purchase Requisitions process to support efficient procurement workflows
• HR onboarding functionality, including field hiring directly at the job site
• Interactive Q&A session highlighting common incidents, challenges, and audience-driven insights

Presenters: Sheila Holbrook, Professional Services Consultant, Computer Guidance Corporation, and Darin Osborn, Professional Services Consultant, Computer Guidance Corporation

CPE Level: Intermediate

Presenter: Kirk Dunphy, Business Analyst, Computer Guidance Corporation

CPE Level: Overview

• Overview of various data import methods and their role in supporting efficient system processing
• Integration methods with eCMS to enable seamless data flow across applications and modules
• Time & Materials (T&M) imports for streamlined labor and cost tracking
• General Ledger imports to support financial data accuracy and reconciliation
• Employee deductions imports for payroll and benefits processing
• Equipment reading imports for tracking usage and operational metrics
• Subcontract imports to support subcontractor data management and job costing
• Plant sales imports for capturing and managing sales transactions
• AP Pay Select imports to streamline accounts payable processing and payment selection
• Streamlining workflows using eCMS imports across job setup, procurement, and pricing processes
• Interactive Q&A session highlighting common incidents, challenges, and audience-driven insights

Presenters: Darlene Moore, Professional Services Consultant, Computer Guidance Corporation
CPE Level: Intermediate

• Opening welcome and introduction to session topics, including high-level overviews of the CM application, OCR capabilities, workflow application, and forms functionality
• Exploration of content management and workflow beyond AP processing, including full-text search capabilities, version control, workflow governance, flexibility in configuration, enterprise-grade security, and customized folder structures aligned with ERP processes
• Overview of onboarding functionality and practical tips and tricks for CM, workflow, and forms to improve efficiency and usability
• Invoice Register overview, including multiple methods for adding invoices such as drag-and-drop, email imports (including vendor-direct submissions and scanner integrations), and OCR processing
• Workflow functionality, including UI customizations, AP invoice workflows, and configuration of different workflow types based on tags for POs and forms
• Deep dive into content management capabilities, including search functionality, security controls, version tracking, and workflow integration to ensure compliance and document accuracy
• Side menus and document storage, highlighting customizable and secure structures for managing key documents such as W-9s, contracts, subcontracts, insurance certificates, and other critical files
• Emphasis on flexible folder structures and configurable workflows that align with organizational processes across projects, divisions, and regions
• Forms application and onboarding overview, including best practices and tips to streamline processes
• Interactive Q&A session focused on common incidents, challenges, and audience-driven discussion

Presenters: Bernie Noe, Application Support Specialist, Computer Guidance Corporation, Darlene Moore, Professional Services Consultant, Computer Guidance Corporation, and Sheila Holbrook, Professional Services Consultant, Computer Guidance Corporation

CPE Level: Advanced

• Overview of the application, including key features and benefits
• Rollout and implementation best practices for a successful deployment
• Year-end W-2 access and employee considerations
• Security overview, including access controls and data protection
• Interactive Q&A session highlighting common incidents, challenges, and audience-driven insights

Presenters: Michael Mitchell, Customer Success Manager, Computer Guidance Corporation, and Bernie Noe, Application Support Specialist, Computer Guidance Corporation

CPE Level: Intermediate

Presenters: Corpay

CPE Level: Advanced

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