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Thursday, April 26

  

Finance & Accounting

Advanced Project Management

Customer Best Practices

Thought
Leadership

Breakout Session #1

1:30-3:00 pm

Breakout Session #1

1:30-3:00 pm

Cease the Chaos: Streamlining Month End Close

Month end closing seems to always take so long. Why can’t we do it faster? What is holding us back from being able to deliver reports more efficiently? Is this you? Have you found yourself pondering these questions every month? It is possible to eliminate those questions with the streamlined functionality of Unanet Financials and the assistance of the Enterprise Engineering team. There is a way to bring the 20 day close cycle down to 5 days.

Converting Project Plans and Budgets into GL Budgets

During this session, look beyond the current state and into the future. Hear from a Unanet customer about creative solutions for managing complex contracts, and converting project budgets into GL budgets to calculate projected indirect rates.

Breakout Session #1

1:30-3:00 pm

Breakout Session #1

1:30-3:00 pm

Introduction

Discuss the Project Manager’s (PM) mission in the organization and the challenges related to supporting multiple roles (customer advocate, technical innovator, team leader/mentor, BD resource, etc.). Learn about Unanet’s Advanced Project Management (APM) process and the tailorable options to best fit your customer and business practices. Uncover the power of three core metric reports that provide actionable insight for the PM. In addition, adoption of APM principles can enable real-time staff utilization decisions, reduce indirect expenses, and empower accurate corporate-wide forecasting.

Breakout Session #1

1:30-3:00 pm

Breakout Session #1

1:30-3:00 pm

Project Optimization, Reporting, and Reforecasting with Plan Sets

By leveraging the power of Unanet Reporting, executives can achieve better project management controls and enhanced corporate budgeting. This session will demonstrate optimizing efficiencies for subcontract management, earned value reporting, annual corporate budgeting, monthly re-forecasting utilizing plan sets, and advanced reporting.

Financial Executive Perspectives Panel: Migrating from Legacy Systems

This panel will feature numerous Unanet Financials customers who have migrated from other accounting systems. These customers will speak about their migration and implementation experience, lessons learned, and benefits realized.

Breakout Session #1

1:30-3:00 pm

Breakout Session #1

1:30-3:00 pm

Federal Marketplace Overview

Delivering rich data, sophisticated tools and original, in-depth analysis, Bloomberg Government helps government contractors build bigger pipelines, make smarter business development investments, and win more federal contracts.

DFARS Cybersecurity Compliance Requirements

What does it mean for GovCons now and beyond? Learn the implications of the changes for your business, what clients are seeing with respect to enforcement, and how to ensure your environment meets the current standards.

Breakout Session #2

3:15-4:45 pm

Breakout Session #2

3:15-4:45 pm

Indirect Rates; From Pools to Submission (ICS)

Learn how to set up and calculate your pools in Unanet and the importance of reconciling the JSR to your trial balance on a periodic basis. We will discuss scenarios for a more complex indirect rate structure and managing multiple structures to deal with contract specific rates. Year end reconciliation of target-to-actual rates will be reviewed, as well as key reports to streamline preparation of your Incurred Cost Submission.


Credit Cards, Fixed Assets, and other Accounting Efficiencies

Unanet continues to save its users time by providing efficient means to get desired results quickly. Learn how Unanet users have saved time by using Unanet’s credit card feature, by recording fixed assets directly into Unanet and automating depreciation, by using the notes feature in Unanet to communicate important documents to multiple departments, and through the use of reporting and dashboards customized to the business needs!

Breakout Session #2

3:15-4:45 pm

Breakout Session #2

3:15-4:45 pm

Project Initiation

Learn to convert proposal ‘opportunity’ projects, as well as create new projects, using optimal settings that support your business practices and streamline PMs’ interaction with their projects. Highlight key settings in the project setup and lock in configuration settings that limit errors and enhance reporting.

Project Planning

Establish a high performing baseline by planning labor and expense requirements along with potential new hires, while monitoring the critical metrics for revenue, profitability, and compliance. Understand best practices in the planning grids for effective project planning.

Project Assigning

Create expedited work assignments for staff and subcontractor timesheets and expense reports. Learn when and how to use the ‘Allow to Exceed’ flag to maintain your forecasted budgets.

Breakout Session #2

3:15-4:45 pm

Breakout Session #2

3:15-4:45 pm

Purchasing Compliance

Buying goods and/or services? Come explore practical solutions to navigate the complexities and challenges of purchasing compliance. We will share insights into the U.S. Government’s current points of interest in your purchasing systems, as well as how Unanet can help move your purchasing function to a more efficient and compliant operation.


Saving Time and Ensuring Control: Business Rules Enforcement and Appropriate Visibility and Access

Business Rule Enforcement (BRE) can ensure data validity and streamline your review processes. This session will cover the capabilities of Business Rule Enforcement (BRE), the implementation process, and common examples used in practice today. In addition, this session will also cover how to provide appropriate visibility and access to users via Unanet Roles and their relationship with Organization Access.

Breakout Session #2

3:15-4:45 pm

Breakout Session #2

3:15-4:45 pm

The New Revenue Standard: A Change that Impacts All Companies, but How?

Know the potential impact on your organization and what changes you should be prepared to initiate.


10 Keys to M&A in the Gov Con Marketplace

As a business owner, there are many considerations to weigh when evaluating the significance and value of corporate transactions, and even more so when you are a government contractor. Join us for an overview on what your internal process should include to ensure the appropriate handling of intellectual property, contract transfers, and much more.

Friday, April 27

Finance & Accounting

Advanced Project Management

Customer Best Practices

Thought
Leadership

Breakout Session #1

8:30-10:00 am

Breakout Session #1

8:30-10:00 am

Leading KPIs of Positive Financial Performance

During this session, look beyond the myriad of financial data and reports available in the system and instead distill the data into useful information. Hear from a Unanet customer about the key performance indicators (KPIs) being used to measure their company’s performance and productivity. Learn about using forecasting and reporting functionality to complement how customers look at key data on a real time basis. Understand how Unanet provides reports to review results for both current and forecasted KPIs, and how Unanet is the single, reliable source for agile reporting.


Obtaining a Clean DCAA Accounting System Certification

Has DCAA informed you of an upcoming accounting system pre-award audit for your company? Or are you considering hiring a third-party, independent accounting firm to perform the accounting system audit? Don’t worry. This session will discuss industry best practices, as well as how Unanet can help you better prepare for the audit.

Breakout Session #1

8:30-10:00 am

Breakout Session #1

8:30-10:00 am

Project Execution

Learn how to maximize the outcome of periodic PM reviews by minimizing the time needed to manage projects. Explore the power of three! Understand how three reports configured three ways can uncover actionable metrics to manage profit, revenue and compliance. Understand a variety of other Unanet features that help PMs monitor and control projects such as alerts, notifications, and robust project notes to communicate information about a project’s status and forecasted outcome. Use these tools as the basis for proactive PM oversight activities.

Breakout Session #1

8:30-10:00 am

Breakout Session #1

8:30-10:00 am

Compliance: DCAA and Contract Management

Unanet has extensive reporting abilities to facilitate compliance with GSA Schedule IFF reporting, 8(a) award reporting, as well as tracking BPA/IDIQ “revenue yield”.  We will discuss employing Unanet to allow business and management professionals in your organization the ability to achieve both compliance and real time visibility into the health of programs. We will discuss contract management with an emphasis CSR (Contract Status Reviews) and JSR (Job Status Reviews), setting and managing funded ceilings, and how you can ensure approval of your DCAA forward rate proposal.

Pushing the Envelope: Extending Unanet Beyond What You Thought Was Possible

Executive dashboards and quality control processes are essential to effectively managing project management and operational processes. This session will preview data integration capabilities used to improve quality assurance and control of project information to identify data discrepancies. Such quality control processes can also be employed to create and maintain Individual Benefit Accounts (IBAs) that enable an alternative to traditional accrual functionality for leave, medical benefits, and available cash. These benefit accounts allow the employee to make the choice of what is important to them. Finally, dashboarding techniques used to generate executive and PM dashboards for improving project visibility will be discussed.

Breakout Session #1

8:30-10:00 am

Breakout Session #1

8:30-10:00 am

The Gauge Report Update

Get an overview of the updated results of the Financial Benchmarks Study GovCon survey! Learn how the government contracting industry is continuing to adapt to the changing environment. Gain insight as to how contractors are evolving their financial operations to increase profitability

Debt Funding Fundamentals for Government Contractors

Do you face the demands of rapid mobilization? Does your cashflow keep you up at night? Do you worry about surviving a government shutdown? If you answered ‘yes’ to any of these questions, please join us to understand the key to identifying the most appropriate lending option (traditional vs. non-traditional) for your current business challenge.

Breakout Session #2

10:15 – 11:45 am

Breakout Session #2

10:15 – 11:45 am

Simpler Invoicing

Take your invoicing to the next level – out of Excel and into Unanet. Two Unanet clients show how they improved accuracy and efficiency with Unanet Financials.
Find out how your month-end invoicing process can be a breeze using Unanet’s robust invoicing features. In the first half of the session, two Unanet customers will explain how they’ve used Unanet to get invoices out the door effectively and efficiently. In the second half of the session, we’ll dive into the demo database to show you newly released invoicing features, how to customize invoices to meet customer requirements, and how to create different types of invoices.

Unanet 11.0 Preview – Purchasing and More

Unanet purchasing capabilities provide a flexible, but robust, set of features that are based on extensive customer feedback about their real-world processes in professional services firms. The new capabilities are fully integrated with existing functionality, providing users with a familiar and consistent approach to data entry, approvals, and reporting. For example, Unanet purchasing capabilities integrate with the timesheet and expense reports, providing optional validation of subcontractor labor and expenses against the purchase order (PO) at the project level, and mapping the subcontractor’s timesheet and expense report lines back to the PO. Join us for this preview of Unanet 11.0 functionality.

Breakout Session #2

10:15 – 11:45 am

Breakout Session #2

10:15 – 11:45 am

Project Closure

Prepare for your future by properly capturing project-level data to energize future proposal and process improvement decisions. While the ‘iron is hot’, document project summary details, customer relationship, and innovations/performance to be used in future proposals.

Special Topics

Take another look at the project scenarios from this APM track through the use of other (optional) tools such as the APM Dashboard and the Quince-E. Envision Unanet as your system to create forecasts and proposals. Review best practices to plan and forecast ‘opportunity revenue’ with Unanet projects.

Breakout Session #2

10:15 – 11:45 am

Breakout Session #2

10:15 – 11:45 am

Process Automation and Integration using the IMU

The Integration Management Utility (IMU) is used to decrease time spent on routine tasks and provide back-office automation. This presentation will cover specific examples of IMU usage, such as automating the import of credit card transactions, managing subcontractor time and expense, and managing Cost Plus bill rates. We will also discuss Unanet’s newest payroll integrations, which rely on the IMU to support onboarding of people from your payroll system into Unanet.

Custom Reporting and Business Intelligence Roadmap

In this session, you will gain insight into Unanet’s roadmap for next generation operational reporting and business intelligence. You will hear about aprogression that starts with Unanet’s new offering, the Cloud Data Warehouse, and culminates in the delivery of cloud-based operational reporting and business intelligence.  Discover the flexibility of these offerings to support a variety of customer needs and requirements.

Breakout Session #2

10:15-11:45 am

Breakout Session #2

10:15-11:45 am

Selecting the Right Key Performance Indices (KPIs) for Your Project Based Organization

One major trend in 2018 is the need to establish success driven KPIs that provide REAL-TIME actionable information about performance of projects, programs, or portfolios. The benefit of having a KPI culture is that you will have insight into the specific project impact on the organization’s finances, the ability to reduce costs and improve project profitability, and visibility and control over project performance.


Wage Issues for Government Contractors

From a minimum wage for federal “services” contracts to a new paid sick leave mandate, Government Contractors face many issues associated with wages.