2023 User Conference
Event Information
FieldServio is pleased to announce the second annual FieldServio User Conference!
What:
September 24 - 26th, 2023
When:
Embassy Suites by Hilton Charlotte Concord Golf Resort & Spa
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5400 John Q. Hammons Drive NW Concord, North Carolina 28027
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Where:
Pricing:
$349.00 USD per Attendee
Key Note Speaker
Manoj Nigam
About
With a 35+ year career as an entrepreneur, CEO, and enterprise creator, Manoj works with select companies interested in accelerating their growth as a strategic consulting partner.
As a Founder, President, and CEO of MicroD, Manoj led MicroD, a premier eCommerce technology company in $300 Billion-year North American Home goods industry, and grew it multi-fold before successfully completing its sale to Revalize, a cloud-software platform Company with 9000+ customers worldwide for connecting manufacturers with their markets. In addition Manoj has founded and successfully ran two other technology companies.
Manoj has a Master of Applied Positive Psychology (MAPP) degree from the University of Pennsylvania, a Master's degree (MS) in Engineering from Clemson University and an MBA from Clemson University. Manoj was an active member of Vistage International for 12 years, the largest group of CEOs in the world whose charter is to educate and bring successful leaders together to help make better decisions and drive the success of their businesses. He combines his entrepreneurial and executive business leadership experience with education in business and positive psychology to coach, advise and mentor entrepreneurs and business professionals to achieve their next level of performance.
In addition to providing strategic consulting advisory to his clients, Manoj is a Strategic Partner with Trinity Investors, a Private Equity group. He is also a founder and President of Emlink Technologies, an India-based software and services outsourcing company, which works with US-based businesses seeking staff augmentation for their software and services needs.
Presentations from Leaders in Your Industry
Enjoy Food and Live Music
Enjoy a BBQ Dinner at the Carter Family Barn
Live music from David Childers and the Serpents
Sean Stahl
Supply Chain Analytics
Sean Stahl has 10 + years of experience specializing in Supply Chain Analytics.  He has helped companies succeed with their inventory management by focusing on inventory management fundamentals and implementing data analytics technologies.  Sean has worked in the Power Generation, Oil & Gas, Automotive, Consumer Packaged Goods, and Consumer Healthcare industries.  Sean holds a Bachelor's degree in Supply Chain & Information Systems and a MBA in Business Analytics.  He is an advanced user in Microsoft Excel, Power Query, Power BI, and Python.
Robert Scott
Atlantic Forklift Services- Vice President/Co-Owner
​Robert has been with Atlantic Forklift Services since inception in 2013.  Responsibilities at AFS include Management of Revenue Generation, Dealer/Supplier Relationships, Pricing Strategies, Sales Planning, Forecast & Strategy, Market Research/Competitive Analysis, and Customer Relations & Profitability.
Karl Hulsberg
Sr. Parts Manager at Air Centers of Florida, Air Centers of South Florida, and Performance Air Compressor Solutions
Karl has been with Air Centers of Florida as Senior Parts Manager since 2010. He is responsible for parts sales, inventory management, and the overall profitability of all parts departments for the air compressor companies under ACF. He has 30 years of experience in parts sales, inventory control, and warehouse management. 
Sponsors
A special thank you to the conference sponsors
Credit card processing and preauthorization integrated directly into FieldServio
Automated sales tax calculation integrated directly into FieldServio.
Agenda
Sunday September 24th
5:30 PM to 7:30 PM
Registration and Reception (Light Appetizers)
Monday September 25th
8:00 AM
8:20 AM
9:00 AM
10:00 AM
11:00 AM
12:00 PM
1:00 PM
2:00 PM
3:00 PM
5:00 PM
6:30 PM
8:30 PM
10:00 PM
Welcome
Learning Center
Manage & Support Sales. (Customer Presentation)
Embedded Payments with FieldServio and Payroc
Key Note - Creating Intentional Strategic Success
Lunch
5 Steps to Compliance with Avalara
2023 Showcase
FieldServio Roadmap
Bus Leaves
Dinner
Early Bus Returns
Late Bus Returns
Tuesday September 26th
8:00 AM
9:00 AM
10:00 AM
11:00 AM
12:00 PM
1:00 PM
Helpful Hints/Quick Bites
Inventory Management and Analytics (Customer Presentation)
Breakout Session
Inventory and Parts Management (Customer Presentation)
Lunch
Prizes/Closing
Session Descriptions
Session
Description
Welcome
Introduction & opening statements from the FieldServio Team!
Key Note – Creating intentional Strategic Success: Building a roadmap and navigating the future for long term sustained performance
Strategic success of a business in a highly competitive and changing world requires an intentional approach to defining the roadmap and operating the business optimally. A systematic approach utilizing Traction or EOS can help a business operate efficiently and achieve sustained growth.
Inventory Management and Analytics: How to Make Your Data Work For You
Inventory management is fundamental to a company's success. In today's world, customers want an ever increasing product availability, lower lead times, and cheaper freight costs. A properly managed and maintained inventory will translate to customer satisfaction, larger revenues and lower operating costs. To achieve this, companies need to view their inventory data as an asset, making their data work for them. By utilizing available data and performing inventory analytics a company is able to measure performance, drive decision making, and proactively mitigate supply chain risk.
2023 Showcase
Preview the most anticipated FieldServio features of 2023!
Payroc – Paying Invoices online / Reward Pay
Outlook Sales Add-in
Multi-factor / Microsoft Authentication
FieldServio Roadmap
Help us plan the future of FieldServio. Join a collaborative discussion to choose the next great features!
Quick Bites
Join to discuss a number of topics including the new learning management system, upcoming events we'll be attending, and user feedback.
Embedded Payments with FieldServio and Payroc
The FieldServio and Payroc partnership offers an easy way to collect payments from your customers directly in FieldServio saving your team time. We'll discuss the benefits of the program, enchantments, and a new compliant surcharge program to help reduce costs associated with payment processing.
5 Steps to Compliance with Avalara
The ins and outs of sales tax compliance can be tricky for even the savviest business, but getting it right is crucial for success. Knowing where you need to collect tax, collecting the correct amount, and properly documenting exempt sales are all key stages of the sales tax process. However, some steps get overlooked or handled incorrectly, leaving businesses exposed to potential penalties and fees in the case of an audit. During this session join sales tax experts from Avalara as we review the five steps to managing sales tax.
Manage & Support Sales with FieldServio
Learn about ideas and strategies to manage and support a sales team through FieldServio, focusing on activity tracking, forecasting, rolling, quote logs and more.
Inventory & Parts Management
Hear about all things inventory, including the best FieldServio reports to use, benefits of min/max thresholds, optimizing inventory counts, stock orders and more.
Helpful Hints
Join the FieldServio Team as we discuss helpful hints, best practices, and highlight features you may not be aware of.
Customer Breakout
Join your fellow attendees in a collaborative and moderated discussion to ask questions, share ideas, and more.