10th Annual BDO Connections Conference

Join us to ReThink. ReEnergize. ReConnect. @ BDO Connections!

Download the BDO Connections 2015 Agenda


Be a part of the industry’s premiere learning destination for Microsoft Dynamics users. Connect with industry leaders and network with peers at the largest conference ever offered by BDO Solutions, featuring expert keynote speakers, an exciting Industry Expo, valuable networking opportunities, and 18 unique breakout sessions with topics related to Microsoft Dynamics AX, GP, NAV and CRM as well as Business Analytics and the Cloud.

BDO Connections is designed to help business professionals tap into the power of their solutions. Delegates will learn best practices for building strategic partnerships that work, engaging their employees, managing the innovation process, and implementing new technologies and tools. Experience the insight that will get you rethinking, reenergized and reconnected.

  • Connect with business leaders, experts and software industry leaders.
  • See the new features and functionalities available with the latest Microsoft Dynamics product releases.
  • Gain insight from high-profile keynote speakers who will share their perspectives on implementing corporate strategies for success.
  • Learn about the hottest trends – cloud, Big Data, mobility, analytics and more.
  • Experience the power of rethinking, re-energizing and reconnecting.

With something for everyone, BDO Connections is sure to be your must-attend event for 2015! Don’t miss out, register today!


Keynote Sessions You Don’t Want to Miss!

Join fellow industry leaders as they come together to rethink, reenergize, and reconnect to share ideas and insights into the exciting software solutions industry.


Chris JohnsenChris Johnsen, National Managing Partner, BDO Canada | Solutions
Data Will Change Your Business; It’s Up to You How Much

In his inspiring and engaging keynote, BDO Solutions’ National Managing Partner Chris Johnsen shares his data strategies and business insights into our dynamic, data-driven culture. Today, we sit at an important point of inflection in the use of data in our world. Over the past decade, “data” has seeped into our jobs, our lives, and our culture. What used to be hidden away in the domains of analysts and computer programmers has permeated everything from dating to movie blockbusters. The world we live in is changing rapidly and data is quickly moving to the forefront of our day-to-day lives and impacting the way we do business.  If harnessed, data can help transform customer relationships, slash operating costs, improve products and help you confidently chart your path ahead.  Join BDO Solutions’ National Managing Partner Chris Johnsen as he shares data strategies and business insight into our data-driven culture.

Chris leads BDO Solutions’ National Service Line. With 29+ years of experience consulting in the areas of ERP implementation; supply chain optimization; retail solutions and business transformation; Chris frequently draws from his deep understanding and expertise in; manufacturing, automotive, retail, consumer business, not-for-profit and utilities in the North American market.


Christa Losberg

Christa Losberg, General Manager – Dynamics, Microsoft Canada
Microsoft Dynamics Canada Opening Address

Introducing a motivating address by Microsoft Dynamics Canada’s General Manager, Christa Losberg.

Christa leads Microsoft’s Business Solutions team focused on delivering business applications to both enterprise and midmarket customers. Christa joined Microsoft in 2003 and has invested time in both the enterprise and the small midmarket segments in addition to working with channel partners across the Americas.

Christa has had both subsidiary experience and Microsoft corporate experience having resided in Seattle Washington for 6 years where she gained global experience supporting Microsoft’s largest subsidiaries in Germany, Russia, India, UK, Brazil and Canada.

Christa has 15+ years of enterprise software sales experience in the Canadian marketplace having worked for leading enterprise business applications providers prior to joining Microsoft.


Les WrightLes Wright, Senior Manager, Solutions-BI
Business Intelligence & Analytics Trends that are Redefining the Business Landscape

There is no doubt that new, ever-changing technologies are being developed at an accelerated pace and altering the business landscape. The way data is being used and consumed in business today is being completely redefined. What are the latest trends in Business Intelligence and Analytics? How do we stay ahead of the curve? How do we manage change? Les Wright, Senior Manager of BI at BDO Solutions explores these trends, their impact and how to leverage data to empower your employees, improve your customer experience and grow the business.

Les Wright is a Senior Manager in our BDO Solutions practice. Les is a Certified Management Accountant. He leads BDO’s National Corporate Performance Management (CPM) and Business Intelligence (BI) team that assists organizations with planning, budgeting, forecasting, reporting and analytics needs. Les has over ten of experience implementing ERP, CPM and BI solutions.


Ken RyderKen Ryder, Partner, BDO Solutions | Technology
Introducing Expanded Service Offerings from BDO Solutions’ New Technology Practice

BDO Solutions and Systemgroup Consulting Inc. recently announced the merger of these two award-winning firms to provide a significantly expanded range of services and resources to the Greater Toronto Area and Canada as a whole.

In his keynote, Ken Ryder, Partner for BDO Solutions Technology Practice, will share an overview of the new Technology Practice’s service offerings and the extended array of services and value-add BDO Solutions now brings to customers across the country. In addition, Ken will address key areas of change and business impact that business leaders should be thinking about as a result of technology advancement.

Ken Ryder leads the BDO Solutions Technology Practice. He is the former President of Systemgroup and brings over 30 years of experience in the IT marketplace serving clients in Financial Services, Healthcare, Resources, and Agriculture.





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Breakout Sessions

Download the BDO Connections 2015 Agenda

  Beef-up your Budgeting Brainpower with the Dynamics AX Budgeting Module

The Microsoft Dynamics AX 2012 R3 Budgeting Module is the only source for all your operating, capital, personnel planning, and budgeting needs! Join us as we show you how to plan workforce costs including salaries and benefits at the employee level, collaborate with departmental users in real time to develop and finalize plans, manage all versions for different scenarios in a single place, and improve accuracy and time to develop any type of budget using familiar and powerful Excel templates with Microsoft Dynamics AX.


David Linton, Senior Manager, BDO Solutions
Sheldon Basch, Consultant, BDO Solutions

  Managing the implementation of Microsoft Dynamics AX 2012 R3: using Lifecycle Services

Lifecycle Services is a set of web services that are available to every Microsoft Dynamics AX customer. Attend this how-to session to learn how Microsoft Dynamics Lifecycle Services (LCS) can help you become proactive in managing your implementations or upgrades. Microsoft Dynamics Lifecycle Services (LCS) is a Microsoft Azure-based collaboration portal that helps organizations improve the predictability and quality of their Microsoft Dynamics AX 2012 implementations by simplifying and standardizing the implementation process to realize business value faster. The goal of LCS is to deliver the right information, at the right time, to the right people and to help ensure repeatable, predictable success with each roll out of an implementation, update or upgrade.


Joyce Lafleur, Technology Solution Professional,
Dynamics AX, Microsoft Canada

  Why you should be considering upgrading your current Dynamics AX Solution

Get an overview of the latest release of AX, 2012 R3 CU8, plus a sneak peek into what to expect from Microsoft Dynamics AX Version 7.0 due to ship late 2015. Let these updates help you build your business case and value proposition of how and when to upgrade your current system. Whether you are thinking about upgrading or just want to learn more about upgrade approaches, the latest features and functionality available within Dynamics AX – you won’t want to miss this interactive session. Meet the AX team, Microsoft AX experts, ask questions and learn about Microsoft Dynamics AX 2012 upgrades and what’s to come.


Joyce Lafleur, Technology Solution Professional, Dynamics AX, Microsoft Canada
David Linton, Senior Manager, BDO Solutions
Dan Rector. Technical Specialist, BDO Solutions


  Microsoft Dynamics CRM, Today and a Peek into the Future

Join us for an overview of the current state of the Microsoft Dynamics CRM business and the tremendous momentum we’ve built together. Come hear from Nelson Lopes, Microsoft Canada’s Dynamics CRM Technology Strategist, as he shows us the future direction for Microsoft Dynamics CRM. We will also discuss the new enhancements and technical advances coming in the next 12 to 18 months. Don’t miss this session!


Nelson Lopes,
National Partner Technology Strategist,
CRM, Microsoft Canada

  Transform Microsoft Dynamics CRM with Self Serve Capabilities

service, support and social engagement platform. With Adxstudio Portal solutions, give your customers, prospects and other partners secure access to certain capabilities of Microsoft Dynamics CRM – from anywhere and on any device. In this session we’ll show you how data entered or edited on your website is immediately updated in CRM – a must see


Nick Doelman,
Manager of CRM Solution Development, BDO Solutions

  Market Smarter with Microsoft Dynamics CRM

Join us for this engaging session where you’ll learn how to use Microsoft Dynamics CRM to track, execute and analyze marketing initiatives, build greater engagement with customers, and ensure cross department integration. This session will empower your sales and marketing team and show you how to transform every touch point into a marketing opportunity.


Chuck Harris,
Marketing Consultant, BDO Solutions


  Demystify Integration and Data conversion with the SmartConnect Tool

Integration and data conversion used to be the “black boxes” of your ERP implementation. Mysterious, complex, and best handled by IT professionals. The good news is that this is no longer the case! Let us introduce you to SmartConnect – a powerful tool for creating integrations to Microsoft Dynamics GP from just about any data source imaginable. Users – both technical and non technical – are invited to join us as we explore the features of SmartConnect.


Eric Verebelyi, Manager, BDO Solutions
Nirmal Patel, Consultant, BDO Solutions

  Management Reporter 2012 Tips and Tricks: Save time and energy and master report building using Management Reporter!

Join us to learn the latest tips and tricks and see how simple it is for you to quickly analyze data and make informed decisions. In this session we will explore the many ways you can strengthen your Management Reporter skills base. We will cover how to generate a report group saving to multiple locations; open reports from a single page in the web viewer; schedule reports to be run at select times. You will also learn how to collapse detailed reports into a summary view, drilldown to Dynamics GP and automatically suppress report sections and so much more!


Florence Singh, Manager, BDO Solutions

  Microsoft Dynamics GP: Tips and Tricks – Financials, Distribution, Fixed Assets & SmartLists

Whether you’re new to the solution, or an experienced user, this is the session that gives you the most value for the time invested. Back by popular demand, this session showcases new tips and tricks as well as some of our old favourites. We will highlight tips from existing functionality as well as what’s new in Microsoft Dynamics GP within Financials, Distribution, Fixed Assets and SmartLists. This fast-paced format will not only keep your interest, but will more importantly give you tips on getting more out of your solution.


Jim Lawrance, Sr. Consultant, BDO Solutions
Asha Gajadhar, Sr. Consultant, BDO Solutions
Jean Nielsen, Dynamics Partner Sales Executive,
Microsoft Canada

  Maximize your software ROI with WennSoft’s latest features and functionality


Connections across your organization are key to better manage service, maintenance and job cost processes. Join Mac Southall, WennSoft Solution Consultant, to see the latest new features to enhance your current WennSoft and Dynamics GP solutions. We’ll walk through connecting your people, applications and devices to increase efficiency with modules including Customer Connect, MobileTech and CRM Connect. Plus we’ll show you enhanced reports available and what we’re working on for future releases!

About the speakers:
Mac Southall is a Solution Consultant focusing on WennSoft Signature solution, providing technical and functional assistance to new and existing customers. Mac has over 20 years of experience in the software industry in a variety of roles. Prior to joining WennSoft, Mac was an account director and product specialist for a large software company providing Dynamics CRM solutions to the telecommunications industry.

Gina Renner leads product research and development for WennSoft. Prior to this, she led a core group of technical resources focused on research, development, testing, and program management. Gina has held the role of director of customer business development and support services at WennSoft, and also spent a number of years in product management for Service Management Series and development operations. Prior to joining WennSoft, she was director of client services for another software company, managing product implementation and customer support for a banking-platform automation provider. Prior to that, Gina spent ten years as a senior systems analyst, designing applications specifically designed for the municipal government marketplace.


Mac Southall, Solution Consultant, WennSoft
Gina Renner, Vice President Research and Development, WennSoft


  Why upgrade to NAV 2015? Why not – it just keeps getting better!

NAV 2015 is packed with new features and functionality to help you save time and money…like mandatory input fields, simplified pages, report scheduling, enhanced integration with Office 365, to name a few! Plus we’ll show you how to design and create dashboards for any user. Become a NAV superhero with increased knowledge of how to work better – and faster – in Microsoft Dynamics NAV.


Scott Brown, Senior Consultant, BDO Solutions
Wyle Bakir, Senior Consultant, BDO Solutions
Kevin Yeung, Solution Architect, BDO Solutions
Dave Lessard, Senior Manager, BDO Solutions
Trevor Moore, Partner Technology Strategist,
Dynamics NAV, Microsoft Canada

  From eCommerce to Retail…The Journey Toward an Integrated Customer Experience

A growing trend for the North American wholesaler and manufacturer is changing their Supply Chain definition to include Retail! For most, the addition of Retail is one step closer to the vision of an end-to-end system – a single customer experience. As wholesalers and manufacturers incorporate factory stores, clearance outlets and franchises, the realities of Retail Management & POS can become overwhelming resulting in the deployment of separate systems for Retail. But, for Microsoft Dynamics NAV customers, the Retail journey will be different! In this session the BDO Solutions Retail team will explore the latest NAV Retail Management and POS capabilities. Come see LS Retail, powered by Microsoft Dynamics NAV – a fully integrated solution delivering the functionality demanded by retailers large and small without the need to build, manage and maintain multiple applications and costly interfaces. The journey toward an integrated customer experience just got a little easier.


Rob Rovina, Manager, BDO Solutions
Mark Persaud, Senior Consultant, BDO Solutions

  Popular Microsoft Dynamics NAV Add-ons 2009 to 2015 – Turn NAV into the Ultimate ERP System!

Raise the octane level of your current Dynamics NAV system with powerful add-ons. In this session we’ll show you how to create workflows in NAV, run NAV from your mobile device, schedule just about any function in NAV to run automatically, and so much more! Boost the power of your Dynamics NAV solution with mobility, automation and more!


Diana Bird, Senior Consultant, BDO Solutions
Wyle Bakir, Senior Consultant, BDO Solutions
Sandy Schultz, Senior Consultant, BDO Solutions


Technology Sessions

  IT Roadmap: Is IT keeping up with the Business?

Join us for an overview of how businesses have assessed the agility of their IT organization, systems, and infrastructure to serve the needs for growth. Come hear from Daryl Senick, Partner of BDO Solutions Technology, as he shows how BDO has developed a highly targeted approach to measure the gap that exists today between your business needs for continuous innovation/growth and the capabilities of your IT infrastructure and applications.


Daryl Senick, Partner & VP of Delivery Services
Aleem Khan, Architect Consultant
David Reimer, Senior Consultant

  Cloud Economics: Should You Move to the Cloud?

Why are so many businesses moving to the cloud? It’s because cloud computing increases efficiency, helps improve cash flow and offers many more benefits. Hear from our VP of Client Strategy, Christopher Woodill as he interactively evaluates business cases, discusses key workloads and shares customer success stories.


Christopher Woodill, VP of Client Strategy
Sean Bredin, VP of Sales
Rob Della Fortuna, Delivery Manager

  Operational Reporting: Beyond ERP, BI and Self Service

What does 360 degree reporting look like in the real world? Join us to hear from our Director of Consulting Services, Rishan Lye as he presents a customer’s perspective.


Rishan Lye, Director of Consulting Services
Alex Ng, Manager of Product Development
Austin D’Souza, Director of Managed Services



Business Analytics Sessions

  “Picture This” with Jet Reports!

Learn about how you can quickly create dashboards in Excel, in Jet Mobile’s solution and in Power BI using Jet Reports products. Whether you are using AX, CRM, GP or NAV, Jet Reports lets the Excel user create reports and stunning data visualizations.

About the presenter:
Janice has been using Jet Reports since 2004. She liked the product so much; she jumped at the chance to open the Canadian office in 2007.


Janice Taylor, Managing Director, Jet Reports


  Future of Finance: Where Business Analytics is Headed

The pace of business is moving faster than ever before and the role of finance is changing to meet the challenge. Finance organizations that embrace change – and technology – have an incredible opportunity to impact business results. Start the day with insights into finance organization trends and hear about current changes in business and technology priorities that are happening right now. Learn what’s on the agenda of fellow finance professionals, and find out how to seize the opportunity to turn change into success.


Jason Sturgess, Area Vice President, Canada



Sponsor Sessions

  A Day in the Life of a Paperless Office

Paper is expensive. Moving it around your organization is inefficient and costly as well. In this session we’ll walk through doc-link, integrated document management from various different employee perspectives to help you understand the business reasons to go paperless.

About the presenter:

Tiffany Campbell joined Altec in January 2015 as the Sales Director for the Northeast region and Arizona. Equipped with 15 years of Microsoft and Sage channel experience and well-deserved awards recognizing top performance, Tiffany brings valuable industry knowledge to the Altec sales team. Her extensive personal network and expertise in customer relationship management (CRM) and enterprise resource planning (ERP) systems distinguish Tiffany as an acute leader positioned to add to the success of her sales territory. A graduate of Arizona State University with a Bachelor of Science in Engineering, she currently resides in Phoenix, AZ where she and her two children enjoy athletic activities.


Tiffany Campbell, Sales Director
Northeast Region and Arizona, Altec


  Eliminate Industry Specific Accounting Pains with Binary Stream

Join us as we share success stories from clients in the Healthcare, Property Management, and Technology industries. Learn how they overcame their accounting challenges with managing multiple entities, complicated leases, subscription billing and complex deferrals. Discover how Binary Stream solved the industry-specific challenges these four firms encountered and delivered solutions to address their accounting headaches. You’ll learn how to implement these industry best practices in your own business, alleviating the common pain points associated with each of these industries.

About the presenters:
Neil MacDonald
Neil MacDonald is a CPA, CMA and PMP certified Solutions Consultant at Binary Stream with 30+ years progressive Business, Project and IT Management, formal management and financial training, technical and industry certifications.

Don Ramsay
Don Ramsay is an Account Manager at Binary Stream with 25+ years experience in senior Financial, Accounting and IT roles including Director of Finance and Administration, Department of Education (New Brunswick).


Neil MacDonald, Solutions Consultant, Binary Stream
Don Ramsay, Account Manager, Binary Stream


  Deliver Complex Quotes and Orders in Minutes with Experlogix CPQ

Experlogix CPQ (Configure, Price, Quote) empowers your sales team, customers and dealers to create quotes and orders natively within Microsoft Dynamics, fast and error-free. Experlogix CPQ even creates production orders in Dynamics AX, NAV and GP, helping to streamline your entire quote-to-cash process. Learn how Experlogix can help you complete and increase profits.

About the presenter:
Jeff Holway has over 13 years of CPQ, CRM, and ERP product experience and 18 years of experience in the business application and high technology field including work with both multi-national Fortune 500 and entrepreneurial start-up companies, serving in leadership roles in sales, marketing, business development, and product management.


Jeff Holway, VP, Sales and Marketing, Experlogix