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Presenters: Lauren Roberts, Buffy Johnson, and Kellie Halfpap
Date: Tuesday, November 19 | 2 pm ET
Mastering your year-end book closings in Applied Epic can be challenging. Join our upcoming webinar, Streamline Your Agency’s Year-End Accounting in Applied Epic, to explore workflows, best practices, and invaluable strategies for establishing effective year-end accounting procedures and generating accurate and actionable financial reports. Our goal is to provide you with accounting practices that ensure seamless and effective year-end processes.
Hosted by Lauren Roberts, Buffy Johnson, and Kellie Halfpap, this session promises to be both fun and informative. They are eager to share their expertise and the best practices they’ve gained from years of helping agencies manage their accounting in Applied Epic.
Intermediate
Register today to join this complimentary webinar—or to get the recording afterwards!
With more than 30 years’ experience, Kite Technology has earned a reputation for providing high-quality Managed IT and Insurance Consulting Services to insurance agencies across the country. Our aim is to enable the agencies we work with to operate more effectively, prepare for the future and experience greater success year after year.
Mistakes, oversights, or a simple desire to start over – we all have our reasons to yearn for an accounting clean slate, especially in a platform as robust as Applied Epic. If you’ve ever felt a need to take a Mulligan on your accounting setup, you’re not alone. In the dynamic world of finance and accounting, precision is paramount. Applied Epic offers a powerhouse of accounting features, but without the right foundation, it can lead to more confusion than clarity. This webinar is your opportunity to learn how to correct past oversights and lay the groundwork for future success.
Watch the webinar to learn:
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Cloud solutions architect
Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.
