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In today’s fast-paced business environment, accounting is no longer just about balancing books—it's about harnessing financial data to drive informed decision-making. Proven accounting practices involve looking forward, using historical data to predict future financial trends and potential outcomes, allowing businesses to proactively plan and adapt. This title emphasizes the critical role of accountants as decision-makers, not just number crunchers.

*This in-person training session is only for attendees who have signed up for the pre-conference training session specifically. Click here to sign up

Effective relationship management is key to business success. In this course, PSA customers will learn how to properly set up and manage relationships in their CRM to enhance communication, improve service efficiency, and drive referral business. We’ll cover best practices for organizing contacts, defining relationship types, linking national accounts, and leveraging CRM tools to track sales interactions. By the end of this session, you'll have a structured approach to managing customer relationships that maximizes engagement and business growth.

*This in-person training session is only for attendees who have signed up for the pre-conference training session specifically. Click here to sign up

Unlock the full potential of Proven Jobs with powerful budgeting and work order tools designed to enhance efficiency and profitability. This session will provide a deep dive into best practices for setting up budgets, tracking job costs, and optimizing work order management. Learn how to streamline workflows, reduce operational waste, and improve financial accuracy—all within the PROVEN Jobs system. Whether you're a project manager, administrator, or business owner, this session will equip you with actionable strategies to maximize ROI and productivity.

Key Takeaways:
✅ How to set up and manage job budgets effectively
✅ Best practices for work order tracking and cost control
✅ Automation features that save time and reduce errors
✅ Insights to improve decision-making and profitability

Join us to transform the way you manage jobs and drive success with Proven Jobs!

*This in-person training session is only for attendees who have signed up for the pre-conference training session specifically. Click here to sign up

In accounting, efficiency and clarity are crucial for making informed decisions quickly.  This session explores how businesses can improve the visibility, accessibility, and usability of financial information by customizing displays, reports, and dashboards.

*This in-person training session is only for attendees who have signed up for the pre-conference training session specifically. Click here to sign up

Turning leads into referral generators starts with a well-structured pipeline. In this course, you'll learn how to set up and optimize sales routes and opportunities in Proven CRM to drive growth and streamline your sales process. We’ll explore different pipeline strategies, from simple lead tracking to advanced multi-stage sales workflows, ensuring you can tailor your CRM to fit your business needs. By the end of this session, you'll have the knowledge to build an efficient, results-driven sales process that converts more leads into job generators.

*This in-person training session is only for attendees who have signed up for the pre-conference training session specifically. Click here to sign up

Take your efficiency to the next level with Proven Jobs Automations! This session will explore how automation can streamline daily operations, reduce manual tasks, and enhance job management. Learn how to leverage automation for scheduling, job tracking, notifications, and compliance—freeing up time to focus on what truly matters.

Key Takeaways:
✅ How to set up and customize automations in Proven Jobs
✅ Time-saving workflows to eliminate repetitive tasks
✅ Best practices for automated notifications and job tracking
✅ Real-world examples of automation in action

Work smarter, not harder—discover how
Proven Jobs Automations can transform your processes and boost productivity!

*This in-person training session is only for attendees who have signed up for the pre-conference training session specifically. Click here to sign up

Work in Progress (WIP) can be one of the most challenging aspects of accounting, especially in industries like construction, manufacturing, and consulting where tracking ongoing projects and costs can be complex. By applying robust accounting systems and techniques, businesses can overcome the challenges of WIP, reduce errors, enhance cash flow, and improve project profitability. This approach provides actionable solutions for businesses struggling with the complexities of WIP, ensuring they stay on top of their financial health while managing ongoing work efficiently.

*This in-person training session is only for attendees who have signed up for the pre-conference training session specifically. Click here to sign up

Unlock the full potential of your sales data with Proven CRM. In this course, you’ll learn how to set up and track key sales analytics to measure performance, identify trends, and drive smarter decision-making. We’ll cover essential metrics like conversion rates, pipeline health, sales velocity, and team productivity, ensuring you have the insights needed to maximize your sales team’s effectiveness. By the end of this session, you’ll know how to leverage CRM data to optimize your sales strategy and boost revenue growth.

*This in-person training session is only for attendees who have signed up for the pre-conference training session specifically. Click here to sign up

Maximize team performance and profitability with Proven Jobs Incentives! This session will guide you through setting up and utilizing the Proven Jobs incentive package, designed to reward employees based on gross margin and profits. Learn how to structure incentives that align with business goals, motivate employees, and drive financial success—all while maintaining transparency and efficiency.

Key Takeaways:
✅ How to set up incentive programs based on gross margin and profits
✅ Best practices for tracking and managing performance-based rewards
✅ Strategies to align incentives with business growth and employee motivation
✅ Real-world examples of incentive structures that drive results

Learn how to leverage Proven Jobs to create a performance-driven, results focused incentive program that benefits both your team and your bottom line!

*This in-person training session is only for attendees who have signed up for the pre-conference training session specifically. Click here to sign up

Please sign in before the Welcome Reception at 6pm to receive your badge.

Welcome Reception begins!

Enjoy a short morning break before we dive deeper into the sessions!

This presentation is designed to guide attendees through the evolution, current applications, and future trends of geospatial technologies in insurance and restoration estimating. The talk will highlight how these technologies reshape industry practices to enhance efficiency, accuracy, and collaboration.

Efficient management of accounts receivable (AR) is crucial for maintaining healthy cash flow and ensuring the financial stability of any business. This session explores the best practices and proven strategies for optimizing AR processes to improve collections, reduce bad debt, and enhance overall financial performance. By mastering these processes, businesses can not only improve their cash flow but also strengthen relationships with customers through better communication and streamlined billing systems.

A well-organized CRM starts with a clear understanding of its terminology. In this course, you'll learn the key definitions and structures within Proven CRM, helping you navigate the system with confidence. We'll cover essential terms, best practices for organizing data, and strategies for cleaning up your CRM, better organization of your relationships to improve efficiency and adoption. By the end of this session, you'll have the knowledge to streamline your CRM, reduce clutter, and maximize its impact on your business.

Gain complete oversight of your operations with the all-new Proven Jobs Production Dashboard & Control Center! This session introduces powerful tools designed to give you real time visibility into job progress, resource allocation, and productivity metrics. Plus, get an exclusive look at the integrated E-Signature Dashboard, streamlining approvals and ensuring compliance with ease. Learn how to take control, reduce inefficiencies, and optimize workflow management—all from a single, intuitive interface.

Key Takeaways:
✅ Overview of the Proven Jobs Production Dashboard & Control Center
✅ Real-time job tracking, team productivity insights, and workflow optimization
✅ How the E-Signature Dashboard simplifies approvals and documentation
✅ Best practices for eliminating bottlenecks and improving operational efficiency

Take the guesswork out of job management—join us to see how Proven Jobs puts you in control!

Lunch is provided in the exhibit hall.

This presentation outlines the issues relating data security and how to mitigate those issues

Accounts payable (AP) management is critical for maintaining strong vendor relationships and ensuring that a business runs smoothly without unnecessary cash flow issues. This session offers actionable strategies to optimize and streamline AP workflows, minimize errors, and improve payment accuracy. This guide empowers business owners, finance teams, and accounting professionals to take control of their AP processes, increase operational efficiency, and ultimately improve their bottom line.

Take your sales process to the next level with expert guidance from Sanktum Consulting. This course dives deep into structuring and optimizing opportunity pipelines in Proven CRM using the RIPS sales strategy. You’ll learn how to define pipeline stages, track progress, and implement best practices to improve deal flow and close more sales. Whether you're refining an existing pipeline or building one from scratch, this session will equip you with the tools and strategies needed to drive consistent sales success.

Elevate your customer service with the Proven Call Center’s Intake & Dispatch system! This session will showcase the newly launched Proven Call Center and its seamless integration with the Proven Franchise Portal and Proven Jobs to provide faster response times, efficient intake processes, and streamlined dispatching. Learn how these new features improve communication, reduce wait times, and ensure better service delivery, all while integrating smoothly with your existing operations.

Key Takeaways:
✅ Introduction to the Proven Call Center and its Intake & Dispatch capabilities
✅ How to efficiently manage call intake and dispatch tasks
✅ Real-time tracking and response management for improved service
✅ Integration with the Proven Franchise Portal & Proven Jobs for seamless operations

Join us to see how Proven Call Center can enhance your customer service and response efficiency—faster response, better service

Please enjoy some refreshment in the exhibit hall.

Marketing doesn’t have to feel like a shot in the dark. In this session, we’ll dive into how service-based businesses can get intentional with their marketing—maximizing what works, cutting what doesn’t, and building a strategy that actually supports growth. From websites to SEO, paid ads to social media, we’ll unpack how to align your marketing with your goals, your budget, and your customer journey. Whether you're DIY-ing or working with an agency, you’ll leave with practical ways to make your marketing dollars work smarter—not harder.

Work in Progress (WIP) is a crucial aspect of financial management for businesses that handle ongoing projects, such as construction, consulting, or manufacturing. "Work to Revenue: Understanding WIP Processing in Proven Accounting" provides a comprehensive guide to managing WIP and recognizing revenue in a timely, accurate, and compliant manner. This approach helps businesses convert ongoing work into revenue by ensuring proper tracking, valuation, and reporting of WIP.

Consistent follow-up is key to closing more deals, and automation can make it effortless. In this course, you'll learn how to build and optimize drip campaigns in Proven CRM to nurture leads, re-engage prospects, and keep your sales pipeline moving. We’ll cover best practices for crafting targeted messaging, setting up automated workflows, and tracking campaign performance. By the end of this session, you'll have the tools to streamline your sales follow-up process and maximize engagement with minimal effort.

Take the complexity out of billing with Proven Jobs’ second phase of Time & Materials, featuring our new Billing Wizard! This session will guide you through our latest billing enhancements designed to streamline time and materials billing, reduce errors, and improve invoicing accuracy. Learn how the Billing Wizard simplifies the entire process, from tracking billable hours to generating precise invoices—all without the hassle.

Key Takeaways:
✅ Introduction to the new Billing Wizard for Time & Materials in Proven Jobs
✅ How to easily track and bill for time and materials with greater accuracy
✅ Streamlined invoicing workflows that reduce errors and save time
✅ How to ensure clients are billed accurately and promptly

Join us to discover how Proven Jobs can make your Time & Materials billing smarter, faster, and error-free!

In today’s competitive business environment, financial reporting goes beyond just generating reports; it’s about turning those reports into actionable insights that drive better business decisions. This session focuses on how businesses can use financial reports not just for compliance, but as powerful tools for performance analysis, forecasting, and growth. By understanding key metrics, mastering reporting systems, and implementing best practices in financial analysis, organizations can use their financial reports to guide their strategy, optimize operations, and enhance profitability.

Reach your audience at scale with powerful marketing tools in Proven CRM. In this course, you'll learn how to leverage bulk email, bulk text messaging, and web forms to amplify your message across a number of different targeted industries. We’ll cover best practices for creating targeted campaigns, optimizing messaging for engagement, and using smart forms to capture data using web forms. By the end of this session, you’ll have the skills to execute high-impact marketing strategies that drive brand awareness and business growth.

Stay ahead of the curve with the latest Proven Jobs Mobile Updates! This session will showcase exciting new features and enhancements designed to make job management faster, smarter, and more efficient—right from your mobile device. Whether you're in the field or on the go, discover how these updates streamline workflows, improve communication, and keep your team connected like never before.

Key Takeaways:
✅ Overview of the latest Proven Jobs Mobile features and enhancements
✅ Improved job tracking, log notes, and real-time notifications

✅ New E-Signature functionality for seamless approvals on the go

✅ Enhanced mobile workflows for faster decision-making and productivity

✅ Best practices for maximizing efficiency with Proven Jobs on the go

Your work is mobile—now your tools are too! Don’t miss this session to see how Proven Jobs Mobile is shaping the future of work

Enjoy the Vendor Fair in the exhibit hall!

Efficient inventory management is essential for maintaining profitability and operational success. This course provides a comprehensive overview of inventory feature within the Proven Accounting system, equipping participants with the skills to accurately track, manage, and optimize Job Costing.

Stay connected and productive on the go with the latest features in Proven CRM Mobile 2.0. This course will introduce you to the newest updates, including enhanced expense tracking, optimized sales routes, and improved activity tracking. Learn how to streamline daily operations, log key interactions, and manage customer relationships—all from your mobile device. By the end of this session, you'll be equipped to maximize efficiency and stay ahead, no matter where your work takes you.

Stay in control of project scope and avoid costly delays with Proven Jobs Change Order Management! This session introduces our new scope change management feature, designed to help companies track, manage, and approve scope modifications and change orders with ease. Learn how to streamline change tracking, improve communication, and ensure all adjustments are properly documented keeping projects on schedule and within budget.

Key Takeaways:
✅ How to track and manage scope modifications and change orders in Proven Jobs
✅ Best practices for approving and documenting changes to avoid miscommunication
✅ Real-time visibility into change order impact on timelines and budgets
✅ Strategies to reduce project delays and improve operational efficiency

Gain full control over project changes join us to see how Proven Jobs Change Order Management helps you stay ahead of scope shifts and keep projects running smoothly!

Enjoy a short morning break before we dive deeper into the sessions!

Artificial intelligence is no longer a future promise—it’s a field-ready solution. This session dives into how AI technologies, such as spatial recognition and voice-controlled workflows, are reshaping property assessments for restoration professionals. Explore how magicplan revolutionizes the process—minimizing manual input, improving accuracy, and streamlining every step from scan to report. See AI in action and discover its transformative impact on fieldwork.

Effective labor and financial tracking are integral to maintaining profitability and ensuring efficient business operations. This session offers a comprehensive guide to mastering the connection between labor costs and overall financial performance. This approach provides actionable insights into how businesses can efficiently track employee hours, wages, and benefits, while also managing associated financial data such as overhead, project costs, and profitability. By integrating labor tracking with financial reporting systems, businesses can gain a clearer view of labor expenses, identify areas for cost-saving, and improve decision-making.

Motivate your sales team and maximize performance with Proven CRM’s commission and incentive tracking tools. In this course, you'll learn how to set up, manage, and automate sales incentives, ensuring accurate tracking of commissions, bonuses, and performance-based rewards. We’ll cover best practices for structuring incentive plans, generating reports, and aligning rewards with business goals. By the end of this session, you'll have the knowledge to drive sales success through a transparent and efficient incentive system.

Optimize your drying processes with Dry Logs V2, featuring enhanced tracking capabilities for more efficient and accurate drying cycles. This session focuses on Phase 2 of Dry Logs, which includes the latest S500 Guidelines and Sketch integration, designed to provide precise, real-time data to improve drying efficiency and reduce cycle times. Learn how to leverage these updates to ensure compliance, optimize workflows, and accelerate project timelines.

Key Takeaways:
✅ Introduction to Dry Logs V2 and its advanced tracking capabilities
✅ How to implement and utilize the S500 Guidelines for drying cycle precision
✅ Using Sketch integration to map out drying areas and track progress
✅ How to optimize drying cycles and improve cycle time

Join us to discover how Dry Logs V2 can help you track, optimize, and accelerate your drying processes with unparalleled precision!

Lunch is provided in the exhibit hall.

Discover how innovative restoration companies are maximizing their tech tools to outpace competitors. This workshop combines case studies, behavioral science, motivation theory, and intentional communication to create a roadmap for driving software confidence and competence in your team. Learn how to boost efficiency, overcome common obstacles, and unlock the untapped horsepower in your technology stack.

This session offers allows conference attendees to ask questions. Whether you are new to accounting or looking to refine your knowledge, this Q&A session provides practical solutions to everyday accounting dilemmas, making it easier to implement proven accounting strategies and enhance financial management.

Unlock deeper customer insights with the latest enhancements to Proven OnSite and Proven Survey. In this course, you'll explore the powerful new features coming to the customer portal and feedback tools, making it easier than ever to collect reviews, measure satisfaction, and improve service quality. Learn how to use data-driven insights to enhance your business and customer experience. By the end of this session, you'll be equipped to boost engagement, build stronger customer relationships, and drive continuous improvement.

Presentation topics will be announced soon. Stay tuned!

Please enjoy some refreshment in the exhibit hall.

The conference provides a unique opportunity to share ideas, feedback, and software requirements with a broader audience to better understand the tools that are needed to properly service this industry. These discussion and feedback groups provide development direction to our team that help drive the future vision of PSA. Be part of the discussion to ensure PSA provides the tools of what you need to succeed!

As PSA & CORE are teaming up for the first time ever to bring you back-to-back conferences, we will be wrapping up the PSA User Conference 2025 and kicking off The Collective with a friendly pickleball tournament!

Maximize your time. Elevate your connections. Don’t miss the week that changes everything!