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Venue: Piedmont 5 clear filter
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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
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

10:45am EDT

Advanced Workflow Approvals: A District Perspective
LIMITED
Tuesday October 13, 2026 10:45am - 11:30am EDT
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

11:35am EDT

Cognos for Beginners
LIMITED
Tuesday October 13, 2026 11:35am - 12:20pm EDT
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

2:20pm EDT

Importing & Exporting / PowerSchool ERP
LIMITED
Tuesday October 13, 2026 2:20pm - 3:05pm EDT
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

3:55pm EDT

User Group/Regional Meet-Up Space Available!
LIMITED
Tuesday October 13, 2026 3:55pm - 4:50pm EDT
Limited Capacity seats available
Connect with colleagues from your state, region, or user group! This dedicated meeting space is available for informal gatherings, networking, planning discussions, or regional meet-ups during the conference.
Whether you're reconnecting with familiar faces or meeting new peers from your area, we'd love to help you bring your group together.

To reserve this space, please contact Carol Weber at [email protected].

Tuesday October 13, 2026 3:55pm - 4:50pm EDT
Piedmont 5 Piedmont Level - 12th Floor
 
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