AMS360: GAAP Accounting, My Agency Reports, Client Portal

AMS360: GAAP Accounting, My Agency Reports, Client Portal
Wednesday, March 18, 2020 | 10:00 a.m. - 2:00 p.m. Central

SWBC Insurance Services, Inc.
9311 San Pedro Avenue, Suite 550, San Antonio, TX 78216

Join the Heart of Texas NetVU Chapter for our upcoming meeting. 

We're focusing on accounting with in-depth conversations surrounding GAAP accounting and the accounting reports have have been moved to My Agency Reports. We'll also talk about new features including Client Portal.

- GAAP Accounting
- My Agency Reports: AMS360 Accounting Focus
- Client Portal/What's New

Presented by:
 
Gail Berg, CIC, CPIW, LUTCF - Vertafore Senior Solution Consultant
Vincent Valenzuela, NcIA, NcAM - Vertafore Senior Solution Consultant

Agenda
10 a.m. – 11:30 a.m. – GAAP Accounting
11:30 p.m. – 12 p.m. – Lunch & Chapter Business (working lunch)
12 p.m. – 1 p.m. – My Agency Reports, focused on AMS360 Accounting
1 p.m. – 2 p.m. – Client Portal/What's New

Registration
$50 - First person from your firm
$25 - Each additional person from your firm

*Please note that each person will need to log-in separately to register. For group registrations and other registration questions, contact info@netvu.org.

Meeting questions? Contact chapter leader Beverley McDaniel.

Want to connect with users who have similar interests? Join the conversations on the NetVU Community (NCOM).


When
3/18/2020
Where
SWBC Insurance Services, Inc. 9311 San Pedro Avenue, Suite 550 San Antonio, TX 78216 UNITED STATES

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Upcoming Education

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