Live Webinars Covering Everything Business Technology!

Bookmark this page to access previous webinars and register for upcoming sessions.

Join Chris Young, resident ERP and business applications architecture and implementation expert, for live, monthly virtual sessions covering everything technology, data, infrastructure, ERP, Microsoft, SAP and more. You bring the cup of joe, Chris and his team bring helpful tips, training, and knowledge so you can take your business application skills and capabilities to the next level. Whether you are considering a move to innovative cloud ERP or are a seasoned user – CWC is for you.

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Upcoming Webinars

Wave 1 2023 Business Central Release

Wednesday, March 22nd at 12:00 pm

It’s time for the new Microsoft Dynamics 365 Business Central Wave 1 release!

In this edition of Coffee With Chris Webinar, Chris Young covers the 5 most important features for the upcoming Spring release. 

Whether you are an existing Business Central user or considering a migration, this webinar will teach you what you need to know about the latest release from Microsoft. 

Here are the 5 features Chris will be discussing:

  1. Sync Master Data Across Multiple Companies
  2. Statistical Account Support
  3. Analyze, Group, and Pivot Data on List Pages Without Exporting to Excel
  4. Drag and Drop Attachments
  5. Add Tables and Extension Fields to Lists and Pages

Join Chris, an industry ERP and business applications architect and implementation expert at Clients First, for his webinar on Wednesday, March 22nd at 12 PM EST. 


Previous Webinars

Do I Need an RFP for My ERP?

Thursday, December 15th at 9:00 am

New ERP software is a significant investment. It comes with substantial risks. And it’s a tangible commitment of time and resources. That’s why starting the selection process can be daunting.

You face concerns: How are we going to gather our requirements? How are we going to find software vendors? Who’s going to lead the demos? Who will understand pricing?

Then, you contemplate and face the decision… “do we need an RFP?”

Fret not. Coffee with Chris is brewing up helpful guidance for you! Join us this month as we discuss the pros and cons of outsourcing software selection. Learn when it can be a benefit and when it can be a hindrance to project success.

We will share the 5 biggest challenges when writing an RFP and how to overcome them so you can get the most value, and productivity, with your partner engagements and proposals.

Don’t let this valuable, informational webinar pass you by!



How 90% Of ERP Project ROI Relies on the Last 10% Of Planning

Thursday, October 27th at 12:00 pm

Why do so many companies skip this step?

Your software investment is only successful if your people use it. The problem is that compliance in ERP projects is the most common afterthought and is often viewed as an inconvenient task. Without a comprehensive user adoption strategy at the time of rollout, your entire project and business growth are at risk.

With hundreds of successfully adopted ERP upgrades and implementations under our belt, this Coffee with Chris session is here to help you ensure an effective rollout strategy. We’ll cover:

  • Common misconceptions about approaching user acceptance and why they backfire
  • How to communicate about your ERP solution in alignment with company goals
  • Identifying who should be in charge of driving user adoption
  • What to do if things don’t go as planned
  • The three pillars to ensuring successful adoption and how to get started now

Protect your technology investments and business growth strategy – don’t miss this Coffee with Chris session.


Wave 2 the Business Central 2022 Fall Release

Thursday, September 22nd at 12:00 pm

Practice your best pageant hand and say hello to the latest Business Central release. Whether you’re a seasoned user or a business evaluating your cloud ERP options, this is your chance to meet and greet with the Wave 2 fall release and see the fresh additions and enhancements in action. Join Chris and his team to check out Business Central’s newest:

  • Bank reconciliation improvements
  • Financial reporting additions and account schedule replacements
  • Reverse payment reconciliation journal entries feature
  • Multiple remit-to vendor addresses capability
  • Field descriptions for an even more intuitive user experience
  • Easy install and setup apps
  • Delegated admin security edit in Excel ability
  • And much more!


Why Cash (Application) is King and How to Manage It

Thursday, August 25th at 12:00 pm

There is no denying that cash is regally crowned. Still, your business shouldn’t handle cash application challenges through error-prone, tedious manual labor and Excel spreadsheets just to get it done. If you sell to national accounts, buying groups, or consortiums, where it’s common for customers to pay bills that cross multiple accounts, you won’t want to miss this month’s Coffee with Chris session, where we’ll cover:

  • The cash application challenges when selling to national accounts
  • Different ways to apply payments to multiple customers from a single check
  • Facing the complexity of deductions or credits taken from one account and applied to another
  • Reducing the risks of manual cash application processes
  • How you can approach cash application with automation and accuracy

While your competitors are allocating financial resources to more strategic endeavors that impact the bottom line, you can’t require time for arduous AR management processes, so don’t miss this session! Queue that lunch delivery, add an iced latte, and SAVE YOUR SPOT!


Special Industry Spotlight Event: Finding Hidden Cash with a Centralized Print ERP/MIS

Thursday, June 23rd at 10:00 am

Starting with a painful estimating process that results in customers waiting for quotes and dealing with duplicate, error-prone data entry and job tracking – do you really know the ‘not so soft’ costs of managing your print operation in multiple systems? You may be surprised where you can find real, hidden cash when using a centralized print solution that enables seamless workflows.

Join this eye-opening, educational webinar to learn where operational vulnerabilities and revenue rifts lurk in your print business. Then, see how Microsoft’s unified print ERP/MIS solution can boost your profitability and productivity by handling every stage, from quote to cash.

Led by print industry infrastructure consultant and specialist, Amy Servi, from Clients First Print Solutions, you’ll learn about:

• Where your current systems are failing you and your bottom line
• The impact of disconnected print systems
• How to use software to support workflow, not just a place to store data
• What a centralized print management solution looks like from quote to cash
• Quoting and estimating 50% faster
• Having a single source of truth and removing data chaos once and for all
• And more!

Don’t miss this interactive, live industry event. Register now and receive our Finding Cash KPI Calculator that highlights the top four processes of a print operation where most of your cash can be found.


Surf’s Up! Ride the Wave 1 2022 Business Central Release

Thursday, May 19th at 10:00 am

‘Tis the sea-son for a new release, and Microsoft Dynamics 365 Business Central Wave 1 is here with added and improved productivity, workflow, user-level security, and third-party integration features. Whether you’re an existing user or still looking under the hood considering a migration to Business Central, this Coffee with Chris session that takes a deep dive into the 2022 Wave 1 release is for you!

This month, special guests Ashley Ruggiri and Michael Sodano from ADP will also show you how to leverage powerful HR analytics and benchmarking technology. Learn how to monitor employee turnover, competitive pay, and OT using DataCloud, a Power BI connector, and integration into Business Central.

Covered highlights include:

  • Blocking deletion of G/L accounts and posting group usage
  • Sell-to and Bill-to updates in Jobs
  • Reporting improvements
  • New customer and vendor balance consolidation capabilities
  • The highly anticipated Shopify connector
  • Upgraded performance tools
  • ADP Workforce Now integration, and more!


Unshroud the Cloud: When (and How) Should I Move?

Thursday, April 21st at 10:00 am

In a climate of growing remote workforces, data security threats, capacity shortages, and unrest in the supply chain, you can’t afford to ignore adopting a cloud-based business management solution any longer. Let Chris and his team guide you through the most cost-effective, least disruptive way to move to the cloud and help you develop your personalized migration plan.

Get that coffee pot fired up and join us as we unshroud the cloud! We’ll cover:

  • The primary drivers and factors behind cloud migration
  • How to identify the best timing for your business to upgrade to cloud ERP like Microsoft Dynamics Business Central
  • Defining your business needs before investing in any new technology
  • Cost and resource considerations in moving to the cloud
  • First steps in mapping out your personalized cloud migration plan, and more!

Cloud technology is becoming the practical and affordable way to scale your business through all stages of growth. You won’t want to miss this one.


See That? Visual Analytics Made Easy with Power BI

Thursday, March 24th at 10:00 am

In any market today, you need to leverage and lean on data for fast, informed decision-making that optimizes performance, drives innovation, takes advantage of market opportunities, and gives you a competitive edge. But getting the reports and analytics that deliver the insight to drive the business forward is often veiled in complexity and intimidation, or seems to require scarce resources. Until now.

Join Chris and the team for a comprehensive walkthrough of Microsoft Power BI, the on-demand analytics platform that enables everyone at every level of the organization to make confident decisions with just a few clicks. You’ll learn how to:

  • Use and create visually stunning reports quickly
  • Have a report automatically generated for you
  • Build and share Power BI reports from SharePoint lists
  • Create a data-driven culture with easy-to-use analytics for everyone
  • And more!

Don’t go another day without taking the steps to get the data you need to succeed!


Special Event! How to Win the Race in IT Security and Ransomware: Is Your Data Truly Protected?

Thursday, February 24th at 11:00 am

It’s estimated that acts of business-targeted cyber terrorism are growing at a staggering 500% year-over-year. The exponential increase in attacks has cost businesses billions of dollars in ransom fees, lost productivity, legal costs, consumer confidence, and stalled operations. Where traditional disaster recovery strategies focused on natural disasters, now, organizations of every size, industry, and location are susceptible to massive, even fatal, disruption. All it takes is one attack or event, and your business is in jeopardy.

Are you prepared and protected?

This special web event will help you ensure your business is adequately secured against the waves of IT hazards and ready to recover seamlessly from the inevitable! Presented by a 32-year certified IT and ERP expert, Mark Chinsky, this session will cover:
• Various tactics hackers are using, industry targets, and new threats to your business
• Common causes of downtime to prepare for
• Identifying cyberattack pathways
• Ransomware prevention and recovery methods to protect your business
• How to identify the risk areas of your business
• And more!

Every attendee will get access to an exclusive tool that helps you detect your business’s risk level and vulnerable areas so you can start making an action plan to safeguard your organization today. Don’t follow in the footsteps of companies that dragged their feet or buried their head in the sand until it was too late – join this web event and start your IT and data security action plan now!