One day only, the nVerge technology conference delivers uniquely valuable cross-platform content designed to address both present and future approaches to working with ERP, CRM, Business Intelligence, and Cloud Networking. For business executives and end-users, nVerge combines 400+ peers and industry professionals–from your local business community—along with representatives from 20+ top technology vendors and select thought-leaders from across the country.
Together, we will explore what’s available now from Salesforce, Oracle NetSuite and Microsoft. We will also discuss new competitive strategies, and you will walk away with next actionable insights into how you can drive revenue, reduce cost, and increase customer acquisition.
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Organizational change is inevitable. New opportunities, new products, and new business initiatives are exciting endeavors that also signal change and disruption. Join Dr. Victoria Halsey—an inspirational trainer, author, and instructional designer—for a keynote on leading people through change. You’ll gain insight on how to achieve desired change and enhance business performance along the way!
Vice President of Applied Learning,
The Ken Blanchard Companies
Software Sales and Sales Channel Relations Lead at Paramount WorkplaceMeet Foy
CRM Practice Manager at FMT ConsultantsMeet Bev
Solutions Services Manager at FMT ConsultantsMeet Zach
IT Director at FMT ConsultantsMeet Wade
VP of Consulting Services at FMT ConsultantsMeet Paul
Senior Consultant at FMT ConsultantsMeet Darien
SharePoint Architect at FMT ConsultantsMeet Pramod
NetSuite Practice Manager at FMT ConsultantsMeet Martin
Senior Practice Director at FMT ConsultantsMeet Tayyab
CRM Staff Consultant at FMT ConsultantsMeet Scott
CRM Architect at FMT ConsultantsMeet Mohsin
CRM Senior Consultant at FMT ConsultantsMeet Julio
Dev/BI Senior Consultant at FMT ConsultantsMeet Dave
Bi/Dev Manager at FMT ConsultantsMeet Jeff
CRM Senior Consultant at FMT ConsultantsMeet Henry
SAP Business ByDesign Practice Manager at FMT ConsultantsMeet Ken
GP Senior Practice Manager at FMT ConsultantsMeet Chris
Senior Consultant at FMT ConsultantsMeet Ryan
7:30 AM – 8:30 AMRegistration, Networking, Expo & Breakfast
8:30 AM – 9:45 AMWelcome & Opening Keynote
9:45 AM – 11:00 AMRound 1 Breakout
11:00 AM – 11:30 AMRound 2 Breakout
11:30 AM – 1:15 PMLunch & Expo
1:15 PM – 2:30 PMRound 3 Breakout
2:30 PM – 3:15 PMRound 4 Breakout
3:15 PM – 4:15 PMRound 5 Breakout
4:15 PM – 5:30 PMClosing, Expo & Networking
Omni La Costa Resort & Spa
2100 Costa Del Mar Road
Carlsbad, CA 92009
SharePoint Practice Lead at FMT Consultants
Matilda is passionate about helping customers improve productivity through the use of technology. She holds an extensive background in translating business requirements into effective SharePoint solutions, delivering SharePoint design, development and implementation best practices. Matilda specializes in SharePoint Portals, Workflow Automation, Document Management and Information Architecture.
Practice Manager, GP at FMT Consultants
Senior Practice Manager, GP at FMT Consultants
Chris has more than 10 years’ experience implementing Dynamics GP solutions and architecting, designing, developing and implementing client’s business processes. He has managed and a wealth of projects and worked with companies of all sizes across a wide range of industries - from small firms with few users and simple projects to larger companies with hundreds of users and complex requirements. Chris has a BS in Business Administration with an emphasis in Finance from San Diego State University.
BI/Dev Manager at FMT Consultants
Jeff Fenn joined FMT as a Senior Consultant with over 20 years of experience in database, application and web development; including 15 years of experience implementing, customizing and integrating Microsoft Dynamics GP and Dynamics CRM. As an FMT team member for the last ten years, Jeff has been a key consultant on multiple Development and Business Intelligence (BI) projects. He has been the technical architect on several custom development projects including Windows and web based application, as well as custom solutions for Dynamics GP. In addition, Jeff has been a key BI developer for developing reports and dashboards for clients against Dynamics GP, Microsoft CRM and other LOB applications. Jeff has a BA in Computer Science from the University of Southern California.
SAP Practice Manager at FMT Consultants
Ken graduated from Southern New Hampshire University with a Bachelors of Science degree in Information Technology and has over 5 years of SAP ByDesign experience. He is well versed in a variety of SAP third party integration tools and has experience with the design, implementation, and customization process. Ken has in depth knowledge in evaluating business processes using the SAP ByDesign platform, and can produce comprehensive recommendations for system optimizations and customization.
Senior Consultant, DEV/BI at FMT Consultants
Dave has over 20 years experience in Database Design, Application Development, and Project Management; he also has a Computer Systems Engineering Degree (BSE) from Arizona State, with a Minor in Applied Mathematics. Over the last 20 years, Dave has been an Applications Architect for the Consulting, Automotive, Marketing, Education, Energy, Medical, and .COM industries. Dave began his Engineering career developing data warehouse applications for Arizona State University. He was a Research Faculty Member at the University of Oregon, where he focused on Web Application patterns and Advanced Database technologies, including big-data algorithms and set-theory design. Dave has over 15 years experience in Microsoft Technologies, including .NET, C#, XAML, WPF, UWP, Xamarin, SQL Server, and Azure.
CRM Practice Manager at FMT Consultants
Bev joined FMT with over 25 years of experience in the areas of technology and program management, systems development, application integration and enterprise architecture. She is responsible for ensuring that FMT CRM solutions meet and exceed customer expectations. Her most recent experience was the management of MS Dynamics CRM implementation projects for a Northern California consulting company and she was the Technical Service Delivery Manager for a state government Dynamics xRM application for Hewlett Packard. Other past positions include Principal Program Manager for Broadcom Inc. and Enterprise Architect /Technology Strategic Planning Manager for the County of San Diego. She is a graduate of James Madison University and is a PMI certified Project Management Professional.
Manager, Solutions Services at FMT Consultants
As the manager of the Solutions Services practice at FMT, Zach Saltzman is responsible for advising and assisting businesses on how to leverage information technology to meet their business objectives. This includes designing, planning, implementing and administering information technology solutions using best practices. Zach specializes in Office 365, Azure, and Hyper-V virtualization deployments, as well as the technical aspects of Dynamics GP and CRM deployments and upgrades. Zach’s other areas of interest are Remote Desktop Services and cloud services.
IT Director at FMT Consultants
As Director IT Services at FMT Consultants, Wade Walker is responsible for the internal IT Department, the Customer Care Department, and Managed IT Services. In addition, Wade is the Practice Director for Microsoft Office 365 and Microsoft Azure. Wade has over 20 years of industry experience including driving technology vision and strategy, project management, business process improvement, and professional services. Wade graduated with a B.A., in Chemistry from University of San Diego and initially worked in the scientific industry prior to transitioning into the IT industry. Wade is committed to customer loyalty and takes pride in helping customers improve their business processes so they can deliver high quality services and achieve their business and revenue goals.
VP of Consulting Services at FMT Consultants
Paul's knowledge and leadership skills have enabled him to lead FMT's team of consulting experts in providing world class business solutions specializing in Accounting and ERP solutions, Business Intelligence, CRM, Custom .NET and Development, Integration Services, Collaboration, and Workflow Solutions.
SharePoint Architect at FMT Consultants
Pramod has been specializing in SharePoint focused solutions for over 7 years. He has deep skills in utilizing ShaerPoint as a centralized hub for organizations ranging from enterprises and large public sector organizations to small/medium businesses. Pramod specializes in utilizing SharePoint as a productivity multiplier by focusing on process automation, business intelligence and SQL integration, thus helping organizations realize a high ROI on their SharePoint investment.
Solver is the leading provider of complete Corporate Performance Management (CPM) solutions for today’s mid-market enterprise and the company is at the forefront of CPM technology with deep ERP integrations. Solver’s BI360 solution is available both as a cloud and on premise deployment and it offers powerful and intuitive modules for reporting, budgeting, dashboards and data warehousing. www.solverglobal.com
NetSuite Practice Manager at FMT Consultants
As a Practice Manager in the ERP practice area, Martin is responsible for managing projects, project resources and client's expectations. He is also responsible for designing, developing, and implementing client's business processes. Martin provides clients with training and support of the implemented application with continuous process involvement.
Senior Practice Director at FMT Consultants
Tayyab Ali has more than 12 years of experience designing and implementing Microsoft Dynamics CRM, SharePoint, BI, .NET development and SQL reporting services for a wide range of clients in diverse industries. Tayyab holds a Bachelor of Engineering from the National University of Science and Technology, a Master of Computer Science from Université Paris-Sud and numerous Microsoft certifications. He is a well-respected and valued member of the Microsoft Dynamics CRM and Microsoft SharePoint communities.
CRM Consultant at FMT Consultants
As a consultant in FMT’s CRM practice, Scott is responsible for delivering clean and tailored CRM implementations to his clients. He graduated from University of California, San Diego and has around two years of hands on experience with Dynamics CRM. Scott has worked with a variety of clients with unique needs, ranging from medical to the food and beverage industry. He has worked both technical and non-technical solutions, and enjoys working with many different people and environments.
CRM Architect at FMT Consultants
Mohsin has been in the consulting business for over 9 years focusing on Dynamics CRM. He has strong technical skills and deep CRM SDK knowledge and has helped clients realize the ideas into solutions. His implementation experience cover a broad spectrum of industry verticals ranging from real estate services, hospitality, agricultural, medical, to energy sector. Mohsin has a BS in Computer Science from University of Central Punjab and in his spare time likes to watch Formula 1 and TopGear.
Purely Cloud combines enterprise infrastructure with boutique style attention to exceed each client’s unique needs. Our partnership with you is our first priority! We pride ourselves on providing unparalleled cloud solutions to companies that maximize ROI and eliminate headaches with Dynamics ERP. www.purelycloud.com
TitaniumGP is a set of tools that increase productivity by reducing manual tasks and enhancing the flexibility of Dynamics GP. With TitaniumGP you can copy/paste from Excel directly into Dynamics GP windows, save transactions to Excel, add fields and views to GP windows, easily search for data. www.titaniumgp.com
Altec helps businesses manage document lifecycles from start to finish with DocLink—a Certified for Microsoft Dynamics (CfMD) solution that tightly integrates to Dynamics GP—enabling companies to enhance productivity, collaboration, and communication for any document, any process, anywhere. www.altec-inc.com
Concur takes companies of all sizes and stages beyond automation to a completely connected spend management solution encompassing travel, expense, invoice, compliance and risk. For more than 20 years, our global expertise and industry-leading innovation has kept customers a step ahead with time-saving tools, leading-edge technology and connected data, in a dynamic ecosystem of diverse partners and applications. User-friendly and business-ready, Concur unlocks powerful insights that help businesses reduce complexity and see spending clearly, so they can manage it proactively.
eOne Solutions provides innovative solutions for Microsoft Dynamics 365, Dynamics 365 for Financials, GP, & NAV including SmartConnect, SmartView, Extender, SmartList Builder, and more. Our professional services team provides support, training and module expertise to ensure customers achieve superior outcomes. www.eonesolutions.com
Nodus specializes in PA-DSS certified electronic payment, e-commerce, and A/R automation software for Microsoft Dynamics GP and CRM. Nodus enables businesses to integrate Credit Card and ACH Processing, eCommerce and Online Bill Pay with multiple processors and back office environments. www.nodustech.com
Manager at Solver
Alex is the account manager for the FMT/Solver relationship and a Manager at Solver. Geller has both functional and technical expertise having worked as a Senior Consultant at Solver for over three years. Geller has in-depth knowledge of the BI360 suite and its capabilities as well as experience in building numerous types of financial reports and budget templates.
Principal Financial Officer & Corporate Controller of EcoArk Holdings, Inc.
As Principal Financial Officer and Corporate Controller of EcoArk Holdings, Inc., Jay is responsible for Ecoark’s financial systems, internal controls and financial reporting—including SEC filings. In his role at EcoArk, Jay has led the successful rapid NetSuite ERP implementation driving significant improvements in business process and internal controls. Jay is a CPA, effective collaborator and team leader—with a proven ability to attract and develop talent.
CRM Senior Consultant at FMT Consultants
Henry has been working with Dynamics CRM for more than five years. In this time, Henry has assisted multiple clients from various industries in the design, implementation, and deployment of effective CRM solutions. Henry has a Bachelors of Arts degree in Computer Science from University of California, San Diego. He is passionate about delivering the best user experience for his clients.
EVP and Chief Financial Officer at Cerca Trova Restaurant Concepts
Mike joined Cerca Trova as CFO in 2009 and is responsible for strategic planning, improving operational efficiencies and financial reporting and analysis. He has 20+ years experience as a financial executive and started his career at KPMG in Orange County, CA. Mike is also a member of California Restaurant Association Board of Directors.
Software Sales & Sales Channel Relations at Paramount Workplace
Foy leads Software Sales and Sales Channel Relations. With over 25 years experience in developing and executing software sales and worldwide sales channel development, he is well known and respected within the channel partner community and teams with whom he collaborates for cultivating strong channel and customer relationships. Prior to joining Paramount WorkPlace in 2002, Foy held sales roles at Epicor Software and NCR. Foy holds a BS in Marketing and Multinational Business from Florida State University.
Senior Consultant at FMT Consultants
Darien has been in the small/medium/medium-large ERP industry and has worked for ERP software vndors and ERP partners for over 20 years providing technical support, training, sales engineering, account management and consulting for various firms across many industries. Darien has worked directly with all levels of staff from training/supporting direct entry users to demoing and advising C-Level management for software purchases and implementations. Darien has an Associate degree and has completed his 3rd year CPA.
Senior Consultant at FMT Consultants
As a senior consultant at FMT for over 5 years, Ryan Pekrul is responsible for the implementation and enhancement of ERP systems. With over a decade of accounting, purchasing, contract management and financial analysis experience, in both the commercial and government sectors, he is well equipped to assist clients in enhancing the efficiency of their existing solutions. Ryan has a BS in Business Administration with an emphasis in Management from San Diego State University.
CRM Senior Consultant at FMT Consultants
Julio has been in the consulting business for over 6 years as a developer, functional and technical consultant. He is a mechatronic engineer graduated from National Polytechnic Institute, one of the largest universities in Mexico. Julio has participated in several implementation projects for small, medium and large companies.