Rhode Island Enterprise ERP User Group Meeting

Please join us for an informative Enterprise ERP User Group Meeting! Here are some FAQs to review before you attend!

  • There is no cost to attend.
  • Complimentary breakfast and lunch items will be available. Please let us know ahead of time if you have any food allergies for which we must accommodate.
  • Water will be available via refill station, we recommend bringing a water bottle to the meeting.
  • This live event will not be recorded or be available for virtual attendance.
  • Please send any additional questions to EERPStateUserGroup@tylertech.com
  • Attendance is limited, please let us know if you are unable to attend and we will cancel your registration.

Agenda

8:30 - 9:00 AM: Check-in, Coffee, & Networking

9:00-9:50 AM: Morning General Session (CPE)  

  • Tyler’s Commitment to Client Experience

10:00-10:50 AM: Breakout 1 Sessions (run concurrently - choose one)

  • Fraud, Risk & Compliance- Combating vendor fraud, insider threats, and audit needs with AI
  • General Ledger: The Import of Imports (CPE)
  • Recurring Invoices: Streamlining monthly, quarterly and semi-annual Invoices (CPE)

11:00-11:50 AM: Breakout 2 Sessions (run concurrently - choose one)

  • SaaS Platform Modernization – Improving your Client Experience (CPE)
  • Reconciling our Differences: General Ledger Year End Close Tips and Tricks (CPE)
  • Master Your Roles and Permissions (CPE)

12:00-1:00 PM: Lunch and Networking

1:00-1:50 PM: Breakout 3 Sessions (run concurrently - choose one)

  • Financials Roundtable
  • Tax/Accounts Receivable Roundtable
  • System Administration Roundtable

2:00-3:00 PM: Breakout 4 Sessions

  • Hub Dashboarding 101 – Lets build our workspace (CPE)
  • Behind the Counter: A Practical Look at Cashiering (CPE)

Session Descriptions:

Tyler’s Commitment to Client Experience: Join us in our opening session introducing our 2026 state user group experience, and a showcasing of different Tyler programs that reiterates our commitment to supporting you.

Fraud, Risk & Compliance- Combating vendor fraud, insider threats, and audit needs with AI: In this session we discover how Fraud, Risk, and Compliance (FR&C) delivers actionable insights to identify suspicious behaviors and unauthorized access attempts within your Tyler applications. We'll explore FR&C core benefits, including AI-driven fraud detection that flags anomalies and unauthorized changes, and enhanced visibility providing detailed access information and real-time alerts. Learn how UMR seamlessly integrates with Tyler applications, streamlining your security processes and offering a more comprehensive view than traditional on-prem solutions, and how it fits with your larger cybersecurity strategy.

General Ledger: The Import of Imports: Throughout the year making adjusting entries to the general ledger can be a time-consuming task. Whether you are importing data from another system, or making the entries required by auditors imports can make this a breeze. Join our Finance Expert for a live demonstration!

Recurring Invoices: Streamlining monthly, quarterly and semi-annual Invoices: Join our Accounts Receivable expert in this session to learn about more about the Recurring Invoice program! This session will cover set up, creation, maintenance and printing of Recurring Invoices.

SaaS Platform Modernization – Improving your Client Experience: Join us to learn about Tyler’s commitment to User Experiences, this session focuses on the benefits of modernization, what it means to your organization, what the process looks like and its timelines. Topics such as VPN’s, Printer integrations, Product Integrations, and ease of access are all discussed in this new System Admin focused session.

Reconciling our Differences: General Ledger Year End Close Tips and Tricks: Reconciling at year end close can be intimidating, even more so when your funds show out of balance. This session will discuss how to pinpoint those pesky journals that are hiding… somewhere.

Master Your Roles and Permissions: Step into the world of role management with confidence. Learn the secrets to labeling and building effective roles, get insider tips on managing them like a pro, and smoothly transition from user-focused to role-focused permissions. This session will empower you to take control of your roles and permissions with ease!

Financials Roundtable: This session is devoted to open discussion amongst attendees regarding Financials topics. While typically not ideal for troubleshooting ongoing issues, this is a great opportunity to inquire about approaches others take to various challenges with reporting needs or completing processes within Enterprise ERP. For the most fruitful discussion, come prepared with one or two topics you would like to learn more about or discuss!

Tax/Accounts Receivable Roundtable: This session is devoted to open discussion amongst attendees regarding Tax and AR topics. While typically not ideal for troubleshooting ongoing issues, this is a great opportunity to inquire about approaches others take to various challenges with reporting needs or completing processes within Enterprise ERP. For the most fruitful discussion, come prepared with one or two topics you would like to learn more about or discuss!

System Administration Roundtable: This session is devoted to open discussion amongst attendees regarding System Admin topics. While typically not ideal for troubleshooting ongoing issues, this is a great opportunity to inquire about approaches others take to various challenges with reporting needs or completing processes within Enterprise ERP. For the most fruitful discussion, come prepared with one or two topics you would like to learn more about or discuss!

Hub Dashboarding 101 – Lets build our workspace: Join us in building your HUB. This session will give you the tools necessary to create a workspace that works for you. Looking at various tools, we explore options that improve your workflow and increase your efficiency. All attendees will be given post-session documentation providing step-by-step instructions on how to create dashboards covered during the session.

Behind the Counter: A Practical Look at Cashiering: This session provides a practical walkthrough of how Cashiering is used in day to day operations with a focus on processing checks and cash reviewing user setup and understanding common hardware configurations. We will discuss best practices highlight standard behaviors within Cashiering and clarify what options are configurable today. Attendees will gain a stronger understanding of transaction flow user roles and how hardware supports efficient cashier operations.

CPE Credit Information

Morning General Session

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

General Ledger: The Import of Imports

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Finance

Recurring Invoices: Streamlining monthly, quarterly and semi-annual Invoices

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Accounting

SaaS Platform Modernization – Improving your Client Experience

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

Reconciling our Differences: General Ledger Year End Close Tips and Tricks

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Finance

Master Your Roles and Permissions

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Personnel/HR

Hub Dashboarding 101 – Lets build our workspace

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

Behind the Counter: A Practical Look at Cashiering

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

NASBA CPE Disclaimer

Attendees are eligible to earn 1 CPE credit for attending each eligible Breakout Session attended, for a total of 4 possible CPE credits for the entire User Group Meeting. Please note attendance will be verified for CPE credit. Live attendance for at least 50 minutes per CPE-eligible session is required.

Tyler Technologies, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.learningmarket.org. One CPE = 50 minutes of instruction

Complaint Resolution Policy

For more information regarding administrative policies, such as complaints and cancellations, Please contact: Enterprise ERP State User Group Information EERPStateUserGroup@tylertech.com