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Tuesday, October 13
 

10:00am EDT

PS ERP/eFinancePlus Admin Roundtable
LIMITED
Tuesday October 13, 2026 10:00am - 10:30am EDT
Piedmont 5
Limited Capacity seats available
Meet your peers and start building your conference network. Introduce yourself, make connections with others in your role, and kick off the week by discussing your goals, challenges, and what you're hoping to learn.

Our Roundtable Sessions are interactive discussions designed specifically for our Conference tracks. Each roundtable is offered three times throughout the conference, giving you multiple opportunities to build connections, ask questions, share ideas, and discuss real-world challenges with colleagues who do what you do.

The conversation will naturally evolve as the conference progresses—from making new connections after the opening session, to discussing ideas and solutions inspired by conference sessions, to wrapping up with final questions and takeaways before heading home. No presentations, no slides—just valuable conversations with your peers.


Tuesday October 13, 2026 10:00am - 10:30am EDT
Piedmont 5 Piedmont Level - 12th Floor
  PS ERP/eFinancePlus, Admin/Cognos

10:00am EDT

PS ERP/eFinancePlus Finance Roundtable
LIMITED
Tuesday October 13, 2026 10:00am - 10:30am EDT
Piedmont 4
Limited Capacity seats available
Meet your peers and start building your conference network. Introduce yourself, make connections with others in your role, and kick off the week by discussing your goals, challenges, and what you're hoping to learn.

Our Roundtable Sessions are interactive discussions designed specifically for our Conference tracks. Each roundtable is offered three times throughout the conference, giving you multiple opportunities to build connections, ask questions, share ideas, and discuss real-world challenges with colleagues who do what you do.

The conversation will naturally evolve as the conference progresses—from making new connections after the opening session, to discussing ideas and solutions inspired by conference sessions, to wrapping up with final questions and takeaways before heading home. No presentations, no slides—just valuable conversations with your peers.


Tuesday October 13, 2026 10:00am - 10:30am EDT
Piedmont 4 Piedmont Level - 12th Floor
  PS ERP/eFinancePlus, Finance

10:00am EDT

PS ERP/eFinancePlus HR/Payroll Roundtable
LIMITED
Tuesday October 13, 2026 10:00am - 10:30am EDT
Piedmont 3
Limited Capacity seats available
Meet your peers and start building your conference network. Introduce yourself, make connections with others in your role, and kick off the week by discussing your goals, challenges, and what you're hoping to learn.

Our Roundtable Sessions are interactive discussions designed specifically for our Conference tracks. Each roundtable is offered three times throughout the conference, giving you multiple opportunities to build connections, ask questions, share ideas, and discuss real-world challenges with colleagues who do what you do.

The conversation will naturally evolve as the conference progresses—from making new connections after the opening session, to discussing ideas and solutions inspired by conference sessions, to wrapping up with final questions and takeaways before heading home. No presentations, no slides—just valuable conversations with your peers.


Tuesday October 13, 2026 10:00am - 10:30am EDT
Piedmont 3 Piedmont Level - 12th Floor
  PS ERP/eFinancePlus, HR/Payroll

10:45am EDT

Advanced Workflow Approvals: A District Perspective
LIMITED
Tuesday October 13, 2026 10:45am - 11:30am EDT
Piedmont 5
Limited Capacity seats available
Implementing PowerSchool Advanced Workflow is more than a technical project—it's a change management journey that requires collaboration, persistence, and a shared vision for improving business processes. In this session, I will share our district's experience from the initial decision to implement Advanced Workflow through final go-live and adoption.

Participants will learn about the challenges we encountered, including balancing district technology security standards with PowerSchool requirements, and the lessons we learned while navigating those complexities. I'll highlight key successes, practical tips, and strategies that helped keep the project moving forward during a multi-year implementation.

The session will also focus on the critical role of partnership and communication among the Business Office, Technology Department, and the PowerSchool Advanced Workflow team. Attendees will gain insight into how this collaborative approach helped maintain momentum, overcome obstacles, and ultimately achieve successful implementation of requisition and journal entry approvals, with additional workflows continuing to expand.

Whether you are just beginning your Advanced Workflow journey or looking to optimize your current implementation, this session will provide real-world experiences, lessons learned, and actionable takeaways to support your success.
Speakers
avatar for Vicki Garcia

Vicki Garcia

Executive Director of Financial Operations, Denton Independent School District
My name is Vicki Garcia, and I've spent the last 24 years working in public education, with 18 of those years in school finance. I've had the opportunity to work in districts ranging from about 6,000 students to 35,000 students, which has given me experience with a variety of district... Read More →
Tuesday October 13, 2026 10:45am - 11:30am EDT
Piedmont 5 Piedmont Level - 12th Floor
  PS ERP/eFinancePlus, Admin/Cognos

10:45am EDT

Payroll Encumbrances
LIMITED
Tuesday October 13, 2026 10:45am - 11:30am EDT
Piedmont 4
Limited Capacity seats available

Speakers
CW

Charlotte Wemple

Principal Solution Consultant, Sourcewell
Tuesday October 13, 2026 10:45am - 11:30am EDT
Piedmont 4 Piedmont Level - 12th Floor
  PS ERP/eFinancePlus, Finance

10:45am EDT

PS ERP/eFinancePlus HR/Payroll Session TBA
LIMITED
Tuesday October 13, 2026 10:45am - 11:30am EDT
Piedmont 3
Limited Capacity seats available
More details coming soon!
Tuesday October 13, 2026 10:45am - 11:30am EDT
Piedmont 3 Piedmont Level - 12th Floor
  PS ERP/eFinancePlus, HR/Payroll

11:35am EDT

Bank Reconciliation with Payables
LIMITED
Tuesday October 13, 2026 11:35am - 12:20pm EDT
Piedmont 4
Limited Capacity seats available
AP Process and Reports, Bank Reconciliation Module Demo; Cash Requirements; Audit Report; Cash Flow
Speakers
avatar for Joanne Newfield

Joanne Newfield

Executive Director of Accounting, Chester Community Charter School
● Joanne Newfield, CPA, CGMA, MBA
● 25+ years in education and nonprofit
● Executive Director of Accounting
○ Chester Community Charter School
○ eFinance User 12 years
● Professor of Business and Mathematics
○ Camden County College
● Memberships and... Read More →
Tuesday October 13, 2026 11:35am - 12:20pm EDT
Piedmont 4 Piedmont Level - 12th Floor
  PS ERP/eFinancePlus, Finance

11:35am EDT

Cognos for Beginners
LIMITED
Tuesday October 13, 2026 11:35am - 12:20pm EDT
Piedmont 5
Limited Capacity seats available

Speakers
avatar for Anna Overman

Anna Overman

Operations & Systems Manager, Shared Resource Center
I love fixing messy systems, broken workflows, and those band-aid processes that were supposed to be temporary but somehow became permanent.

Over the last 10 years, I've worked with school districts to solve complicated problems involving ERP systems, HR and payroll operations, r... Read More →
Tuesday October 13, 2026 11:35am - 12:20pm EDT
Piedmont 5 Piedmont Level - 12th Floor
  PS ERP/eFinancePlus, Admin/Cognos

11:35am EDT

PS ERP/eFinancePlus HR/Payroll Session TBA
LIMITED
Tuesday October 13, 2026 11:35am - 12:20pm EDT
Piedmont 3
Limited Capacity seats available
More details coming soon!
Tuesday October 13, 2026 11:35am - 12:20pm EDT
Piedmont 3 Piedmont Level - 12th Floor
  PS ERP/eFinancePlus, HR/Payroll

1:30pm EDT

PS ERP Roadmap
Tuesday October 13, 2026 1:30pm - 2:15pm EDT
Savannah Ballroom

Speakers
PS
Tuesday October 13, 2026 1:30pm - 2:15pm EDT
Savannah Ballroom Savannah Level - 10th Floor
  PS ERP/eFinancePlus

2:20pm EDT

Future Pay Rates
LIMITED
Tuesday October 13, 2026 2:20pm - 3:05pm EDT
Piedmont 3
Limited Capacity seats available

Speakers
avatar for Carol Weber

Carol Weber

Senior Solution Consultant, Sourcewell
My role at Sourcewell is to support districts through the implementation of eFinancePlus as well as to offer training and support in the software.  My primary focus is the HR and Payroll side of the software.  Prior to Sourcewell, I worked in the district doing primarily payroll... Read More →
Tuesday October 13, 2026 2:20pm - 3:05pm EDT
Piedmont 3 Piedmont Level - 12th Floor
  PS ERP/eFinancePlus, HR/Payroll

2:20pm EDT

Importing & Exporting / PowerSchool ERP
LIMITED
Tuesday October 13, 2026 2:20pm - 3:05pm EDT
Piedmont 5
Limited Capacity seats available

Speakers
avatar for Tim Speer

Tim Speer

Sr. Systems Engineer, LMTC
Our School District is on version 23.10 of ERP and we have hosted ERP on premise for the past 18 years. During that time, I have upgraded and administered ERP since version 4.1.
Tuesday October 13, 2026 2:20pm - 3:05pm EDT
Piedmont 5 Piedmont Level - 12th Floor
  PS ERP/eFinancePlus, Admin/Cognos

2:20pm EDT

PS ERP/eFinancePlus Finance Session TBA
LIMITED
Tuesday October 13, 2026 2:20pm - 3:05pm EDT
Piedmont 4
Limited Capacity seats available
More details coming soon!
Tuesday October 13, 2026 2:20pm - 3:05pm EDT
Piedmont 4 Piedmont Level - 12th Floor
  PS ERP/eFinancePlus, Finance
 

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