Business Management Track

Learn how to leverage tools in Plex to manage your business for profitability, maximum resource utilization and make informed business decisions.

Learn how to leverage tools in Plex to manage your business for profitability, maximum resource utilization and make informed business decisions.

Who Should Attend: CFOs, Controllers, Accountants, Finance Managers, HR Admins, HR Managers

Tuesday, April 26

11:10 a.m. – 12:00 p.m.

You Are Not Too Small For Enterprise Financials

Ann Custer, VP Finance, Mid West Fabricating
David Porter, Senior Consulting Manager, Plante Moran

Mid West Fabricating shares a business case study on the use of Plex Enterprise Financial functions at their organization. Learn about the value of shared services, improved cash management control and enterprise financial functions that provide greater financial team efficiency and overall company value. This presentation will be valuable to companies of any size with more than one manufacturing plant.

1:15 p.m. – 2:15 p.m.

Global Financial Implementation Strategies

Raymundo Trevino, CI and IT Manager, Accuride

Accuride shares their successful implementation model used for a key facility in Monterrey, Mexico. They'll discuss hardware readiness, data preparation and system load and user-training. Learn how to handle and consolidate multiple legal entities located within one building and implement EDI transaction processes to ship products using a single point of data entry.

2:30 p.m. – 3:20 p.m.

Managing Your Daily Business

Joseph Bione, CEO & President, American Specialty Car
Michele Marsh, CFO, American Specialty Car

Running a multi-million dollar company using manual spreadsheets, e-mail messages and guestimates with endless paper trails can potentially cost thousands of dollars in missed opportunities. Learn how ASC replaced a legacy system with Plex and met its targets of two-day month-end and one-month year-end closes, while providing improved accuracy, greater visibility, better decision-support and measurable cost-savings through dashboard-based reporting. 


Wednesday, April 27

10:30 a.m. – 11:20 a.m.

Tracking Project Costs: NAL's Journey into Program Management

Trish Balding, AGM – Planning, North American Lighting
Stephen Schelonka, Consulting Manager, Plante Moran

NAL, a Tier One automotive lighting supplier, is exploring the replacement of a custom-built database application used to track expenses for significant projects. We will examine how the Plex Program Management module, Projects and Accounting Jobs work together to create business solutions to manage complex expenses, reporting, budgeting and forecasting needs. 

11:30 a.m. – 12:30 p.m.

Employee Reviews in Plex

Janice D'Amico, IT Director, Hatch Stamping
Richard Kitchen, Systems Administrator, Avon Gear

Join Hatch Stamping and Avon Gear as they share insights on successfully launching the Employee Review module in Plex HCM and lessons learned. Get a look into working with the module, templates for creating employee forms and defining groups and scheduling. Learn about the main execution steps they followed, including data, roles and permissions and module settings.

4:00 p.m. – 5:00 p.m.

Project Accounting Reporting and Optimization

Jeffrey Blohm, Accounting Manager, Mahindra North American Technical Center
Anais Woo, Consultant, Baker Tilly

In today's ever-changing business environment, there exists the need for an organization to be able to manage and track the financial metrics of the programs/projects they are affiliated with. Hear Mahindra USA and Baker Tilly share their experience in solving for tracking and reporting program/project accounting with Plex. See how a custom reporting solution developed on top of Plex functionality allowed Mahindra to improve their performance management reporting and optimization, as well as helped them with future programs/projects.


Thursday, April 28

9:00 a.m. – 11:00 a.m.

Driving Business Growth and Delivering Actionable Insights (Extended Breakout Advanced Session)

Kent Liechty, Kamco Industries
Kevin O'Brien, Vice President, Carlson Management
Sandip Patel, Paragon Metals
Ephraim Peak, Director, ISV Channel Partners, Adaptive Insights

New research shows that 70% of CFOs rank collaboration as a top priority for 2016 and countless studies highlight that top performing companies are those that consistently leverage data-driven insights to manage their business. In this session you will hear from a panel of Plex customers about how using Adaptive Insights to consolidate data from multiple entities for planning, budgeting, and reporting on financial and operational metrics has helped them enhance their collaboration and improve their decision-making.

9:00 a.m. – 11:00 a.m.

Hidden Gems in Plex Business Management (Extended Breakout Advanced Session)

Dorothee Baas, Sr. IT Financial Analyst, Inteva Products
David Newman, Customer Care Team Leader, Plex
Stephen Schelonka, Consulting Manager, Plante Moran

The Plex Financials suite is consistently evolving and this session provides a different view of its existing functionality. Emphasis will be placed on exploring little-known features and hidden gems in Plex. The session looks at features introduced more recently, providing attendees with a new perspective on ways to save time and increase productivity within General Ledger, costing, Accounts Payable, Accounts Receivable, Fixed Assets and cash management.