Keal System Users Group

Agenda at a Glance

2017 Keal System User Experience

MISSION POSSIBLE!

Thursday September 21, 2017

Agenda

REGISTRATION AND BREAKFAST

ANNUAL GENERAL MEETING - KSU MEMBERS ONLY

BROKER SPOTLIGHT – Bryson Insurance

COFFEE BREAK

KEAL INFO SESSION

KEAL KEYNOTE SPEAKER

COFFEE BREAK AND VENDOR FAIR KICKOFF

 

INFO SESSIONS ~ NEW!

  • KEAL CAP  and KEAL RATING
  • REMOTE WORK BEST PRACTICES and the AUDIT PROCESS
  • PARTNER INTEGRATIONS and WORKFLOWS

KEAL WELCOME RECEPTION AND VENDOR FAIR

KEAL CLIENT APPRECIATION EVENT

 

Friday September 22, 2017

Agenda

REGISTRATION AND BREAKFAST

     EDUCATION SESSIONS:

  • WHAT’S NEW IN SIG with TIPS N TRICKS!
  • WHAT’S NEW IN COM with TIPS N TRICKS!
  • WHAT’S NEW IN ACCOUNTING with TIPS N TRICKS!
  • THE DIGITAL EXPERIENCE
  • STREAMLINING PL WORKFLOWS; UTILIZING eDOCS, AUTOMATIC BILLING  and WORK GROUP SUSPENSE’S – Broker Panel
  • STREAMLINING CL WORKFLOWS; UTILIZING eDOCS, AUTOMATIC BILLING  and WORK GROUP SUSPENSE’S – Broker Panel
  • CULTURE EATS STRATGEY FOR BREAKFAST and TECHNOLOGY FOR LUNCH – THE FRENCH GROUP
  • EXCEL HANDS-ON! ~ Back by popular demand with NEW content! 

 

FORUM SESSIONS ~ NEW TIME & FORMAT!

  • SIG Forum
  • COM Forum
  • Accounting Forum
  • Management Forum