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MIS Events

MIS Events


MIS invites you to join our ‘Coffee on Us’ webinar series where Epicor ERP and other integrated solutions that were developed to further enhance the out-of-the-box functionality of your ERP system will be showcased. Spend a little time with us to learn about products that lead to:

  • Cost savings
  • Improved efficiencies
  • Collaboration
  • Automation
  • Improved customer relationships
    …..and more.

All attendees receive a Starbuck’s gift card. Participate in one or all! Invite colleagues!

While this page is under construction, you may register for webinars by emailing Please provide your name, your role, company name, phone number and webinar(s) of interest.

Once registered a link to the sessions you’re interested in will be sent to you via email. Don’t forget to check back periodically as more webinars are being added to the lineup. We look forward to sharing some great products with you!

Avalara Tax Compliant Luncheon, Newport Beach, CA
Friday, November 15 – 12pm -2pm

We’ve witnessed dramatic changes in sales and use tax rules for the United States, as more than 40 states have now adopted economic nexus laws. That means if you’re relying on information from 2018 or even early 2019 to guide your tax strategy, you could be making costly compliance mistakes.
Whether you’re currently selling into other states, or considering expanding your reach in the future, these sales and use tax rules could have a big impact on your business. Join us for this lunch event to learn about the current state of sales tax compliance and find out how you can get prepared. This event will cover:

  • Recent sales and use tax changes
  • The impact of the South Dakota v. Wayfair, Inc. ruling
  • New requirements for marketplace sellers (Amazon, Etsy, etc.)
  • Changes to tax-exempt transactions (for manufacturers and distributors)
  • How you can leverage Streamlined Sales Tax (SST) to help you manage new compliance obligations
  • What you can do to help make sure you’re compliant

Join Avalara at the beautiful Pelican Hill Resort in Newport Beach, CA for an exclusive educational lunch event. Hear from tax compliance specialists, get your questions answered, and come away with actionable insights and strategies as well as earn a CPE credit.   Register Here

Precise Business Solutions – Introduction to Advanced Project Management
Wednesday, November 20 – 9am PST

This month’s webinar will highlight the highly anticipated Advanced Projects module, developed by Precise Business Solutions. During this session we will learn about project enhancements such as cost codes, the concept of a project ledger, project accruals, requisition and purchasing to a project, and enhanced billing.

Precises’ Advanced Projects, built for Epicor ERP in the Epicor development framework, is a fully integrated software solution for any company which manages complex contracts and multifaceted projects within their ERP system. Advanced Projects is a specialist solution, addressing the challenges of complex contract management in a world class modern ERP environment. Enjoy a consistent experience while unique business requirements can be easily accommodated within the flexible toolset.

Accounting & Reporting within EFP: The lesser known Reporting Features
Wednesday, January 22, 2020

Epicor Financial Planner is a robust budgeting and planning solution yet unknown to many, EFP contains advanced features for financial reporting and analysis. This webinar will discuss how EFP works as a robust reporting platform that helps you build decision-driving reports in minutes.
Using both web and excel interfaces for reporting, EFP will showcase capabilities that give its reporting competitors a run for its money. These features include drag and drop report wizard, e-report freeze, drill down capabilities, data source status, improved report journal, and new business rule engine among others. Witness firsthand why more and more consultants are recommending EFP to companies with advanced reporting needs.

•    EFP in a nutshell
•    Streamlining the report process
•    Implementing techniques such as custom formulas, conditional formatting, accounting format for formatting financial reports
•    Creating reports from scratch versus using report templates
•    Leveraging Excel in EFP for reporting

Forecast Pro – Create Statistically-Based Accurate Forecasts that can be Integrated into Broader Planning Systems
Date TBD

Learn how you can use Epicor Forecast Pro to take the guesswork out of inventory replenishment. Epicor Forecast Pros is a sales and replenishment planning solution that analyzes past sales history to help you keep costs down.