Bridge 2019

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11:00am

Registration & Check-In The Grove Park

1:00pm

Boot Camps TBARobert Gunning • Lena Mason • Jason Pfaehler • Caitlyn Lambdin • Steve Ostrovsky • Drew McCollum • Matt Ligon • Dale Fowler Discovery Hall Open TBA

6:00pm

Opening Reception Blue Ridge

7:30am

Breakfast Grand Ballroom B

8:30am

Opening Session Grand Ballroom A

10:30am

Mid-Morning Break TBA

11:00am

Etrieve Year in Review RooseveltArvind Krishnan Etrieve 101 - Back to Basics HooverDrew McCollum Financial Aid - Eliminating Bottlenecks Using Electronic Forms TaftPeter Woodward Etrieve Content CoolidgeRobert Gunning • Lena Mason Softdocs Community Introduction EisenhowerLexi Pearson

12:00pm

Lunch TBA

1:00pm

What's New in Content? RooseveltLena Mason • Jamie Pearson An Introduction to Etrieve Content HooverSteve Ostrovsky HR & Payroll - Personnel Processes with Etrieve TaftJimmie Moore • Ricky Johnson Etrieve Flow CoolidgeRobert Gunning • Jason Pfaehler Expanding Your Implementation- An Enterprise-wide Approach EisenhowerDrew McCollum

2:00pm

What's New in Forms & Flow? RooseveltJason Pfaehler • Andrew Stoker An Introduction to Etrieve Forms HooverMatt Ligon Teacher, Adjunct and Employee Contracts- Improved Convenience for Your Greatest Asset TaftLena Mason • Ricky Johnson Etrieve Security & Administration CoolidgePeter Woodward • Emily Smith Expanding Your Implementation: A Real World Example (Part 2: Olivet Nazarene) EisenhowerElica Wilson • Drew McCollum

2:50pm

Afternoon Break - Discovery Hall Open TBA

3:10pm

Softdocs R&D Overview RooseveltMark Metze An Introduction to Etrieve Flow HooverRobert Gunning • Drew McCollum Etrieve Forms & Forms Builder CoolidgeJason Pfaehler • Matt Ligon Automations - Easing Organization and Processes EisenhowerJimmie Moore

4:10pm

Etrieve Cloud - Understanding the Value RooseveltLide Winburn • Andrew Daniel Etrieve Security 101 HooverWilliam Scalf • Dale Fowler Finance Fast Track - Getting Back to Business TaftJimmie Moore Advanced Forms CoolidgeCaitlyn Lambdin • Matt Ligon Migration Best Practices EisenhowerSteve Ostrovsky

6:30pm

Dinner: Evening entertainment & meal Seely Pavilion

7:30am

Breakfast Grand Ballroom B

8:30am

Bridge in the Morning Grand Ballroom A

9:00am

Doc e serve - Did you know it could? RooseveltJimmie Moore 10 Things You Didn't Know HooverDrew McCollum • Peter Woodward Customer Story - Birmingham City Schools Room 5Jason Pfaehler • Patricia Smith • Michael Kortman Etrieve Content CoolidgeRobert Gunning • Lena Mason

9:50am

Mid-Morning Break TBA

10:10am

Add-on Capabilities RooseveltJimmie Moore • Drew McCollum Etrieve Forms Builder Overview HooverMatt Ligon Admissions/Registrar - General Processes TaftEmily Smith • Dale Fowler Etrieve Flow CoolidgeRobert Gunning • Jason Pfaehler Lookups - The Value in the Data EisenhowerLena Mason • Jason Philips

11:10am

Etrieve Content's Option Groups, Document Access Rules and more RooseveltRobert Gunning • Lena Mason Introducing Softdocs Certification HooverDrew McCollum K-12 Professional Development Data Tracking – Mountain Ed TaftJason Pfaehler • Elisabeth Shaw Etrieve Security & Administration CoolidgePeter Woodward • Emily Smith Managed Services Overview EisenhowerBilly Smith • Kristen Wilson

12:00pm

Lunch Blue Ridge

1:10pm

Etrieve Reports Overview RooseveltSteve Ostrovsky • Peter Woodward Building a Student Scorecard – Pepperdine UniversityRobert Gunning • Andre Afsharnive Etrieve Forms & Forms Builder CoolidgeJason Pfaehler • Matt Ligon Beyond Connect - Overview of API Capabilities EisenhowerJamie Pearson

2:10pm

Etrieve Connect - Ethos & Beyond RooseveltDavid Smith From Migration to Successful Expansion – A Pepperdine University Case Study HooverDan Stitely • Reyn Oyadomori • Billy Smith Forms and Flow – Putting Them Into Action with William Jewell TaftNancy Erwine • Carrie Stradella • Lan Guo Advanced Forms CoolidgeCaitlyn Lambdin • Matt Ligon Continuous Deployment - Cloud EisenhowerJames Cobb • Lide Winburn

3:00pm

Afternoon Break - Discovery Hall Open TBA

3:15pm

One-on-One Consultations - Discovery Hall TBA

5:00pm

Free time & dinner on your own TBA

7:30am

Breakfast Grand Ballroom B

8:30am

Bridge in the Morning Grand Ballroom B

8:45am

10:15am

Mid-Morning Break TBA

10:30am

Closing Session Grand Ballroom A

1:00pm

Boot Camps TBARobert Gunning • Lena Mason • Jason Pfaehler • Caitlyn Lambdin • Steve Ostrovsky • Drew McCollum • Matt Ligon • Dale Fowler