FinancialForceX
Virtual Summit
on the Road

With the success of FinancialForceX Virtual Summit, we are taking the event on the road! Expect more in-depth training and updates from FinancialForce.

FinancialForce Professional Services Cloud Day | Tuesday, October 27

Gain unprecedented visibility into your business across sales, services, and finance with the #1 professional services automation (PSA) software from FinancialForce. Join us to learn more about the exciting capabilities coming in FinancialForce PSA in the Fall Release, from in-context time entry to services forecasting, all based on Salesforce Lightning! Hands-on sessions will provide a deeper dive into key areas driving services value.

High-level Agenda*

*Subject to change. All times PT.

TIME SESSION SPEAKERS
7:30am
8:30am
Deep Dive into Fall 2020 Release - FinancialForce PSA Lori Ellsworth, Bryce Wolf
9:00am
10:00am
Deep Dive into FinancialForce PSA - Revenue Forecasting Mark Brown, Chloe Stephenson
10:30am
11:15am
Deep Dive into FinancialForce PSA - Resource Management Peter Barbatsuly, Patrick Beedle
11:30am
1:00pm
FinancialForce Services Analytics - Hands-on Lab Matt Byrne

REGISTER FOR FREE

FinancialForce ERP Cloud Day | Wednesday, October 28

Come and learn more about the only modern ERP solution built on the #1 business cloud platform from Salesforce. Join us to hear more about the Fall Release of FinancialForce ERP, where we will cover topics such as agile billing, revenue schedules, the new Revenue Management Workspace, procurement analytics, and much more! In addition, we will have two detailed how-to sessions to further extend your knowledge in areas that can benefit your organization.

High-level Agenda*

*Subject to change. All times PT.

TIME SESSION SPEAKERS
7:30am
8:30am
Deep Dive into Fall 2020 Release - FinancialForce ERP Heidi Minzner
9:00am
10:00am
Back to Basics - Top 10 Tips & Tricks for FinancialForce ERP Michael Zheng, Doug Yeager
10:30am
11:15am
Optimize Posting Performance in Accounting Jane Naish, Ana Hopley
11:30am
1:00pm
FinancialForce ERP Analytics - Hands-on Lab Matt Byrne, Alison Ainge, Soraya Garcia Bustos

REGISTER FOR FREE

FinancialForce Foundations Day | Thursday, October 29

Join us to hear how FinancialForce maximizes the power of the Salesforce platform through modern user experiences, improved productivity, and faster onboarding. Learn about the latest advances in our Fall Release including how we leverage Salesforce Lightning Experience (LEX) to deliver customizable workspaces with embedded analytics, In-App Prompts, Action Containers, User Engagement configuration tools, and advanced messaging capabilities. Plus, we will cover how we simplify management with Push Updates, Feature Console, and our new permissions model. In addition, we will have two detailed “how-to” sessions to further extend your knowledge in areas that can help drive usage and user adoption.

High-level Agenda*

*Subject to change. All times PT.

TIME SESSION SPEAKERS
7:30am
8:30am
Deep dive into Salesforce Lightning (LEX) Winston Hait
9:00am
10:00am
Your Journey to Salesforce Lightning (LEX) Winston Hait,
Farhan Sheikh
10:30am
11:30am
Introduction to FinancialForce Foundations Jessica Treadwell, Alberto Olivares  
11:30am
12:00pm
Workspaces and Workspace Builder - Hands-on Lab Alistair Whittingham, Ray Ridl 
12:00pm
12:30pm
Foundations Messaging - Hands-on Lab Jessica Treadwell, Farhan Sheikh

REGISTER FOR FREE

FinancialForce Fundamentals Day

Get a sneak peek into the Fall Release of our ERP and PSA solutions. Additionally, we will do a deep dive into FinancialForce apps complementary to your solution, demonstrating how you can achieve even greater benefit to your organization.

SESSION  
High level ERP Fall Release View recording 
High level PSA Fall Release View recording 
Revenue Management View recording 
The Power of Communities in a Remote World View recording 

Hands-on Labs

Our hands-on labs demonstrate the value of FinancialForce solutions in real-world environments. You’ll gain special access to our latest technologies and explore a wide range of topics. Hands-on Labs will be offered on most days.

Frequently Asked Questions

Who should attend each day?

Fundamentals Day will provide an overview of the Fall Release and introductory sessions into FinancialForce apps complementary to your existing solution. Please refer to the session descriptions for further information on specific roles that should attend.

Will there be a webinar on the Fall Release?

The Fall Release webinar will now be part of the Fundamentals Day. Please make sure to register for the Fundamentals Day to receive the login details.

When will we know what the sessions are?

Sessions for each day will be released at a later date. Please look out for an email with instructions on how to add the sessions to your calendar.

Will there be paid tickets for the online event?

FinancialForce is committed to the education and success of our customers and community, so we’re pleased to offer all FinancialForceX Summit on the Road sessions and virtual event activities for free.

How do I sign up for FinancialForceX Virtual Summit on the Road?

Please select what days you want to attend and proceed to register for each day.
FinancialForce Fundamentals Day
FinancialForce Professional Services Cloud Day
FinancialForce ERP Cloud Day
FinancialForce Foundations Day

Why is there a limit on how many people can register for hands-on labs?

We are aiming to provide an instruction-led, step-by-step walkthrough of our solutions. Therefore, we want to make sure the instructors can give time and attention to everyone in attendance. Depending on demand, we will look into offering more sessions at a later date.

Who do I contact for more information?

Please contact us at globalevents@financialforce.com.