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Venue: Piedmont 4 clear filter
Tuesday, October 13
 

10:00am EDT

PS ERP/eFinancePlus Finance 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 4 Piedmont Level - 12th Floor

10:45am EDT

Payroll Encumbrances
LIMITED
Tuesday October 13, 2026 10:45am - 11:30am EDT
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

11:35am EDT

Bank Reconciliation with Payables
LIMITED
Tuesday October 13, 2026 11:35am - 12:20pm EDT
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

2:20pm EDT

PS ERP/eFinancePlus Finance Session TBA
LIMITED
Tuesday October 13, 2026 2:20pm - 3:05pm EDT
Limited Capacity seats available
More details coming soon!
Tuesday October 13, 2026 2:20pm - 3:05pm EDT
Piedmont 4 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 4 Piedmont Level - 12th Floor
 
Wednesday, October 14
 

8:35am EDT

Payroll Redistribution
LIMITED
Wednesday October 14, 2026 8:35am - 9:20am EDT
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 →
Wednesday October 14, 2026 8:35am - 9:20am EDT
Piedmont 4 Piedmont Level - 12th Floor

10:35am EDT

Billing and Receipts -Misc. Billing
LIMITED
Wednesday October 14, 2026 10:35am - 11:20am EDT
Limited Capacity seats available
What is Misc Billing; Who Should Use;Why should you use; Customer Tracking and reports
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 →
Wednesday October 14, 2026 10:35am - 11:20am EDT
Piedmont 4 Piedmont Level - 12th Floor

11:25am EDT

PS ERP/eFinancePlus Finance Session TBA
LIMITED
Wednesday October 14, 2026 11:25am - 12:10pm EDT
Limited Capacity seats available
More details coming soon!
Wednesday October 14, 2026 11:25am - 12:10pm EDT
Piedmont 4 Piedmont Level - 12th Floor

1:15pm EDT

PS ERP/eFinancePlus Finance Roundtable
LIMITED
Wednesday October 14, 2026 1:15pm - 1:45pm EDT
Limited Capacity seats available
Continue the conversation. Share ideas from sessions you've attended, ask follow-up questions, compare notes with your peers, and explore practical solutions together.

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.
Wednesday October 14, 2026 1:15pm - 1:45pm EDT
Piedmont 4 Piedmont Level - 12th Floor

1:50pm EDT

Preparing for CYE - 1099 Processing
LIMITED
Wednesday October 14, 2026 1:50pm - 2:35pm EDT
Limited Capacity seats available

Speakers
CW

Charlotte Wemple

Principal Solution Consultant, Sourcewell
Wednesday October 14, 2026 1:50pm - 2:35pm EDT
Piedmont 4 Piedmont Level - 12th Floor

2:40pm EDT

PS ERP/eFinancePlus Finance Session TBA
LIMITED
Wednesday October 14, 2026 2:40pm - 3:25pm EDT
Limited Capacity seats available
More details coming soon!
Wednesday October 14, 2026 2:40pm - 3:25pm EDT
Piedmont 4 Piedmont Level - 12th Floor

4:15pm EDT

Finance Workshop
LIMITED
Wednesday October 14, 2026 4:15pm - 5:00pm EDT
Limited Capacity seats available

Speakers
CW

Charlotte Wemple

Principal Solution Consultant, Sourcewell
Wednesday October 14, 2026 4:15pm - 5:00pm EDT
Piedmont 4 Piedmont Level - 12th Floor
 
Thursday, October 15
 

8:35am EDT

Fixed Assets Module
LIMITED
Thursday October 15, 2026 8:35am - 9:20am EDT
Limited Capacity seats available
Fixed Assets: Depreciation, integration with GL, reporting Demonstration and set-up overview
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 →
Thursday October 15, 2026 8:35am - 9:20am EDT
Piedmont 4 Piedmont Level - 12th Floor

9:25am EDT

PS ERP/eFinancePlus Finance Roundtable
LIMITED
Thursday October 15, 2026 9:25am - 9:55am EDT
Limited Capacity seats available
One last opportunity before you head home. Bring any remaining questions, share your biggest takeaways, exchange contact information, and leave with new ideas and connections.

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.
Thursday October 15, 2026 9:25am - 9:55am EDT
Piedmont 4 Piedmont Level - 12th Floor

10:00am EDT

PS ERP/eFinancePlus Finance Session TBA
LIMITED
Thursday October 15, 2026 10:00am - 10:45am EDT
Limited Capacity seats available
More details coming soon!
Thursday October 15, 2026 10:00am - 10:45am EDT
Piedmont 4 Piedmont Level - 12th Floor

10:50am EDT

PS ERP/eFinancePlus Finance Session TBA
LIMITED
Thursday October 15, 2026 10:50am - 11:35am EDT
Limited Capacity seats available
More details coming soon!
Thursday October 15, 2026 10:50am - 11:35am EDT
Piedmont 4 Piedmont Level - 12th Floor
 
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