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About
Join us at the premier conference in Pakistan on May 17-21, 2026. Connect with industry leaders, innovators, and experts in a dynamic setting. Don't miss this opportunity to network, learn, and grow your business. Register now!
Connect. Collaborate. Contribute.
Connect with customers, industry peers, and JAMIS team members. Collaborate and contribute to the future of JAMIS products and services. And hear from the experts directly in classroom sessions, industry panels, and networking discussions. There is no better way to learn and grow as a professional than through JAMIS Summit’s premier in-person event.
Agenda
Day - 01
07:00
Breakfast (Pre-Conference Training Group)
08:00
System Administrator - Prime Performance: Tuning Widgets, Alerts, and Resolution Management
Shane Delacruz
JAMIS Software Corporation
Shane Delacruz
JAMIS Software Corporation
08:00
Accounting & Finance Power User - Configuring for Growth: Scaling for the Future in Prime
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Growth often requires system changes that extend far beyond adding users. This advanced session explores the configuration activities required to support organizational growth, including new GL accounts, cost elements, earning codes, DACs, burdens, and organizational structures. Learn when to maintain existing configurations, when to expand them, and how to avoid common mistakes that create long-term maintenance challenges.
Learning Objectives:
• Configure new GL Accounts, Cost Elements, and Earning Codes to support evolving business requirements.
• Evaluate system settings for scalability and long-term success.
• Analyze operational requirements that impact future system design.
• Apply configuration strategies that improve performance and flexibility.
Semond Atkins
Director of Support Projects, JAMIS Software Corporation
Semond Atkins
Director of Support Projects, JAMIS Software Corporation
Hello, I’m Semond Atkins, Director of Support Projects at JAMIS Software. With more than 15 years of experience in ERP support, implementation assistance, customer training, and operational leadership, I am dedicated to helping organizations maximize the value of their ERP investment.
In my role, I lead strategic support initiatives, oversee the JAMIS Community Site and JAMIS Help Site FAQ platform, and collaborate with cross-functional teams to improve customer success, knowledge management, and support operations. I am passionate about sharing best practices, delivering practical solutions, and helping customers achieve greater efficiency and long-term success through technology.
Natisha Bryant
Senior Training Manager, JAMIS Software Corporation
Natisha Bryant
Senior Training Manager, JAMIS Software Corporation
Based out of New York, Tish manages the core training programs and educational resources for JAMIS including the JAMIS Education & Training (JET) platform. With 20+ years in the nonprofit sector and over 15 years of experience in working with government accounting systems specifically, she's focused on designing learning experiences and translating complex operational topics into practical, measurable takeaways. Her top priorities this Summit are intentionally forward-looking, while giving Prime novices and experts alike something concrete they can apply when they return to their organizations.
Pat Cumm
Learning and Development Consultant, JAMIS Software Corporation
Pat Cumm
Learning and Development Consultant, JAMIS Software Corporation
Patricia Cumm, a Learning and Development Consultant at JAMIS Software Corporation, is an accomplished accounting professional with extensive experience leading finance and accounting operations for government contractors. She developed policies and practices for an approved accounting system supporting federal contract cost accumulation and billing, prepared Incurred Cost Submissions to establish final indirect rates, and coordinated related audits. Her accounting leadership expertise includes accounts payable, accounts receivable, banking, fixed assets and depreciation, project accounting, and general ledger. Believing that shared knowledge empowers others, Pat is proud to support an organization committed to client success.
08:00
Program Manager - The Prime Blueprint: Navigating People and Planning in Prime
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Description
Resource planning is more than a one-time setup. It powers your project throughout its entire lifecycle. Learn how to use JAMIS Prime to configure, track, and adapt resource planning structures, employee assignments, and plan revisions from contract award through final delivery.
Learning Objectives:
- Configure resource planning settings within JAMIS Prime.
- Manage resource plans throughout project execution.
- Analyze resource utilization and allocation requirements.
- Apply planning strategies that improve forecasting and staffing decisions.
Mae Church
JAMIS Software Corporation
Mae Church
JAMIS Software Corporation
Miguel Maldonado
Prime ERP Senior Consultant, JAMIS Software Corporation
Miguel Maldonado
Prime ERP Senior Consultant, JAMIS Software Corporation
Miguel Maldonado is a Prime ERP Senior Consultant with extensive experience implementing and supporting enterprise resource planning solutions for government contracting and project-based organizations. He specializes in financial management, project accounting, payroll, human capital management, system integrations, and business process optimization within JAMIS Prime ERP. Miguel partners closely with clients throughout the full implementation lifecycle, including requirements gathering, solution design, data migration, user acceptance testing, training, and post-go-live support. Known for his strong technical expertise and problem-solving skills, he helps organizations streamline operations, improve compliance, and maximize the value of their ERP investment.
08:00
Supply Chain Management - Invisible Inventory: Mastering Non-Stock Purchases and Report Logic
Valerie Marchand
JAMIS Software Corporation
Valerie Marchand
JAMIS Software Corporation
08:00
Accounting & Finance - The Financial Command Center: Real-Time Insights and Automated Workflows
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Establish greater control and insight across financial operations with purpose-built dashboards, business event monitoring, and automated workflows. Identify opportunities to automate recurring monthly activities, improve process consistency, and enhance financial oversight.
Learning Objectives:
• Interpret dashboard closing metrics.
• Configure Business Events that automate key financial processes.
• Analyze monthly accounting workflows for improvement opportunities.
• Apply automation techniques that improve visibility and operational efficiency.
Danny Grueso
JAMIS Software Corporation
Danny Grueso
JAMIS Software Corporation
Eric Marshall
JAMIS Software Corporation
Eric Marshall
JAMIS Software Corporation
10:15
System Administrator - The Gatekeeper’s Guide: Securing Roles, Restrictions, and Approval Paths in Prime
Taylor Benson
JAMIS Software Corporation
Taylor Benson
JAMIS Software Corporation
10:15
Program Manager Power User - Prime Performance: Tuning Your Project Engine through Advanced Configuration
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Advanced project environments often require sophisticated configuration decisions. Explore advanced project setup considerations, complex billing scenarios, and configuration options that help organizations align Prime with evolving contract and project requirements.
Learning Objectives:
Configure advanced project settings to support operational requirements.
Evaluate billing configurations for complex project scenarios.
Analyze how configuration changes impact project execution and reporting.
Natisha Bryant
Senior Training Manager, JAMIS Software Corporation
Natisha Bryant
Senior Training Manager, JAMIS Software Corporation
Based out of New York, Tish manages the core training programs and educational resources for JAMIS including the JAMIS Education & Training (JET) platform. With 20+ years in the nonprofit sector and over 15 years of experience in working with government accounting systems specifically, she's focused on designing learning experiences and translating complex operational topics into practical, measurable takeaways. Her top priorities this Summit are intentionally forward-looking, while giving Prime novices and experts alike something concrete they can apply when they return to their organizations.
Debbie Tipps
Moderator
JAMIS Software Corporation
Debbie Tipps
JAMIS Software Corporation
10:15
Program Manager - The Efficiency Engine: Mastering Bulk Upload & Resource Maintenance
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The Efficiency Engine - A business efficiency story. This session will identify opportunities to replace manual data entry with bulk upload and mass maintenance processes. By leveraging existing data + using the power of imports and uploads, users can spend less time entering data and more time managing projects.
Learning Objectives:
Identify places to leverage existing data that will help your business plan for the future.
Develop repeatable, scalable processes for ongoing system maintenance as it relates to budgeting and resource planning.
Utilize bulk upload tools to accelerate data maintenance activities.
Mae Church
JAMIS Software Corporation
Mae Church
JAMIS Software Corporation
Miguel Maldonado
Prime ERP Senior Consultant, JAMIS Software Corporation
Miguel Maldonado
Prime ERP Senior Consultant, JAMIS Software Corporation
Miguel Maldonado is a Prime ERP Senior Consultant with extensive experience implementing and supporting enterprise resource planning solutions for government contracting and project-based organizations. He specializes in financial management, project accounting, payroll, human capital management, system integrations, and business process optimization within JAMIS Prime ERP. Miguel partners closely with clients throughout the full implementation lifecycle, including requirements gathering, solution design, data migration, user acceptance testing, training, and post-go-live support. Known for his strong technical expertise and problem-solving skills, he helps organizations streamline operations, improve compliance, and maximize the value of their ERP investment.
10:15
Accounting & Finance - Beyond Manual Entry: Modernizing Your Daily Financial Toolkit
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Description
This practical session shows how JAMIS Prime ERP can streamline and automate routine accounting activity to improve accuracy, consistency, and efficiency.
Explore JAMIS Prime tools—including recurring transactions, deferred expenses, automation schedules, importing bank transactions for reconciliation, personalized workspaces, inquiries and dashboards —that reduce manual effort and accelerate processing.
Learning Objectives
Upon completion of this session, participants will be able to:
- Identify JAMIS Prime ERP features that streamline or automate routine accounting and financial tasks.
- Analyze accounting processes to identify opportunities for automation and greater efficiency.
- Evaluate how recurring transactions, deferred expense schedules, automated processes, and integrated workflows enhance the accuracy, consistency, and timeliness of financial operations.
- Apply JAMIS Prime dashboards, inquiries, and real-time visibility tools to accelerate decisions and strengthen operational insight.
- Develop an action plan to modernize daily accounting workflows using JAMIS Prime ERP automation and financial management tools.
Pat Cumm
Learning and Development Consultant, JAMIS Software Corporation
Pat Cumm
Learning and Development Consultant, JAMIS Software Corporation
Patricia Cumm, a Learning and Development Consultant at JAMIS Software Corporation, is an accomplished accounting professional with extensive experience leading finance and accounting operations for government contractors. She developed policies and practices for an approved accounting system supporting federal contract cost accumulation and billing, prepared Incurred Cost Submissions to establish final indirect rates, and coordinated related audits. Her accounting leadership expertise includes accounts payable, accounts receivable, banking, fixed assets and depreciation, project accounting, and general ledger. Believing that shared knowledge empowers others, Pat is proud to support an organization committed to client success.
10:15
Supply Chain Management - The Inventory Pulse: Mastering Stock Procurement and Report Visibility
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Follow a purchased part through its entire life cycle in JAMIS — stock item setup, company vs. contract-owned inventory, procurement from PO to AP bill, and core issue, adjustment, and transfer transactions. We'll finish with the key inventory reports and how to read them. Hands-on exercises let you build your own stock item and run it end to end.
Learning Objectives:
•Set up a stock item for purchased parts.
•Distinguish company vs. contract inventory.
•Procure a stock item from PO to AP.
•Record and interpret core inventory transactions.
Locate and read the key inventory reports
Derek Bross
Distribution Consultant, JAMIS Software Corporation
Derek Bross
Distribution Consultant, JAMIS Software Corporation
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12:30
Executive Session: The Intelligent GovCon Enterprise - Leading with Data, AI, and Confidence (Includes Lunch)
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Government contractors are entering an era where competitive advantage is increasingly determined by the speed and quality of executive decision-making. As regulatory requirements grow more complex and margins come under greater pressure, leaders need more than reports and dashboards. They need actionable intelligence that transforms data into strategic direction.
This executive session explores how modern ERP platforms, artificial intelligence, and connected business data empower leaders to anticipate risk, improve visibility, and make better decisions faster. Attendees will learn how forward-thinking organizations are leveraging technology to strengthen compliance, improve operational performance, and confidently navigate the future of government contracting.
Naomi May
Chief Customer Officer (CCO), JAMIS Software Corporation
Naomi May
Chief Customer Officer (CCO), JAMIS Software Corporation
Jeff Noolas
CEO, JAMIS Software Corporation
Jeff Noolas
CEO, JAMIS Software Corporation
Dan Rusert
Vice President of Sales and Marketing, JAMIS Software Corporation
Dan Rusert
Vice President of Sales and Marketing, JAMIS Software Corporation
13:15
Accounting & Finance - Dynamic Discovery: Mastering Filters and Reports for Financial Reconciliation
Shane Delacruz
JAMIS Software Corporation
Shane Delacruz
JAMIS Software Corporation
Will Hecht
Application Support Specialist III, JAMIS Software Corporation
Will Hecht
Application Support Specialist III, JAMIS Software Corporation
From the middle of the country in Missouri, Will is a member of the Support Team and focuses on the different reporting options within JAMIS. Previous experience as a JAMIS Customer allows him to better understand where users are coming from and help develop and explain ways to deliver multiple options for what they require.
13:15
Program Manager - Prime Precision: Navigating PSRs, EVM, and other Reports
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Program managers depend on accurate reporting to make informed decisions. This session focuses on PSRs, EVM reporting, and Data Warehouse resources that help organizations evaluate project performance, identify risks, and improve forecasting accuracy.
Learning Objectives:
• Interpret Project Status Reports and Earned Value Management metrics.
• Analyze project performance using operational and financial reporting tools.
• Utilize Data Warehouse reporting to supplement standard project reporting.
• Apply reporting insights to improve project visibility and decision-making.
Gehn Fujii
JAMIS Software Corporation
Gehn Fujii
JAMIS Software Corporation
Eric Marshall
JAMIS Software Corporation
Eric Marshall
JAMIS Software Corporation
13:15
System Administrator - Under the Hood: Mastering Trace, Audit, and System Health
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Every administrator eventually runs into a problem that standard reports can't explain. Learn how JAMIS Support uses System Monitor, Access History, Audit, Trace, and the Request Profiler to see what is really happening in a site, and how you can gather the right information to resolve issues faster when a case needs to be escalated.
Learning Objectives:
- Use System Monitor and Access History to identify crashes, login patterns, and session activity behind performance issues.
- Use Audit History and Trace to investigate errors and track changes to system data.
- Explain what the Request Profiler captures and how to run it without affecting site performance.
- Prepare the information Support needs to escalate and resolve complex issues efficiently.
Lisa Ford
Moderator
Technical Support Specialist, JAMIS Software Corporation
Lisa Ford
Technical Support Specialist, JAMIS Software Corporation
Lisa Ford is a Technical Support Specialist at JAMIS Software Corporation, where she serves as the escalation point for complex technical issues across JAMIS Prime sites. Her work centers on access and security, system configuration, integrations, and performance analysis, helping government contractors keep their systems secure, efficient, and running lean. Before joining JAMIS, Lisa was a JAMIS Prime system administrator at a client organization, so she knows firsthand what it is like to manage a site from the client side. She specializes in turning technical fixes into clear, visual guidance that finance and project teams can follow on their own. Her background also includes working in education at the U.S. Department of Veterans Affairs, which gave her firsthand experience with government compliance and security from the user's side.
Karri Willeford
Moderator
JAMIS Software Corporation
Karri Willeford
JAMIS Software Corporation
13:15
Supply Chain Management - The Optimized Operator: Managing Bids, Min/Max, RMAs, and Landed Logistics
Valerie Marchand
JAMIS Software Corporation
Valerie Marchand
JAMIS Software Corporation
13:15
Supply Chain Power User - The Workflow Wizard: Mastering Approval Maps, UDFs, and Custom Paths
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Make JAMIS Prime's procurement approvals work the way your organization does. This hands-on session covers User Defined Fields and how to use them to drive approval routing, plus building condition-based approval maps, delegation for planned and unplanned absences, re-assigning in-flight approvals, and Approval Business Event notifications
Learning Objectives:
•Configure and apply User Defined Fields to drive Procurement approval routing.
•Set up approval delegation for planned and unplanned absences.
•Re-assign in-flight approvals without restarting the workflow.
Trigger and subscribe to Approval Business Events for notifications
Derek Bross
Distribution Consultant, JAMIS Software Corporation
Derek Bross
Distribution Consultant, JAMIS Software Corporation
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13:15
HCM - Utility Toolbox: History Corrections, Pending Transactions, and Mass Change
Stacey Jankunas
JAMIS Software Corporation
Stacey Jankunas
JAMIS Software Corporation
Tana Moberg
JAMIS Software Corporation
Tana Moberg
JAMIS Software Corporation
13:15
HCM - Analytics Report Writer Workshop (Part 1-2)
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This interactive session will review various topics related to the JAMIS HCM Business Analytics (BA) tool. During the class, attendees will demonstrate their ability to perform various functions using tools, features, and processes in the BA Reporting tool.
Christine Cohan
JAMIS Software Corporation
Christine Cohan
JAMIS Software Corporation
Jason Robinson
Moderator
JAMIS Software Corporation
Jason Robinson
JAMIS Software Corporation
15:30
Supply Chain Management - The Prime Custodian: Managing Assets and Accountability Through Data
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Assets are more than equipment and inventory. They represent investments, responsibility, and opportunity. Discover how JAMIS Prime ERP transforms asset management through centralized data, giving organizations complete visibility into asset ownership, location, lifecycle, and financial impact.
Learning Objectives -
•To understand the types of Assets that can be entered and tracked using the JAMIS Asset Management Module.
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•At the conclusion of this session you should be able to:
•Understand relationship between Asset Types and Classes.
•Process an Asset purchase through to AP.
•Create Assets from Purchases for any Asset Type.
•Identify the Asset tabs + fields.
•Process Month-end Closing.
•Create Asset Disposal transactions.
Arthur Egitto
Director of Distribution & Manufacturing, JAMIS Software Corporation
Arthur Egitto
Director of Distribution & Manufacturing, JAMIS Software Corporation
Arthur Egitto has a Bachelor of Science in Computer Information Systems. He has served as the Project Manager for over 30 ERP system implementations with as many as 12 different software packages. He has spent 43 years supporting Accounting and Manufacturing implementations for many industries. Arthur has worked in the discrete manufacturing, process manufacturing and make to order manufacturing. Prior to leading implementations, Arthur spent 4 years as a Cobol programmer, on MCBA, which was the base for JAMIS Classic. Arthur started at JAMIS in February 2016 and has been employed at JAMIS for almost 7 years. He is part of the Professional Services group and is the subject matter expert for Distribution and Asset Management modules. Arthur began using JAMIS Prime in 2014 for a customer. He became an employee of JAMIS in March of 2016. Arthur works with the L+D department for training services, the Development group for product future enhancements and the QA department for testing Distribution and Asset Management modules for future releases.
15:30
Accounting & Finance - Integrity in the Details: From Anomaly Detection to Job Cost Accuracy
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Description:
Protect your financial data from downstream errors by mastering essential reconciliation and correction workflows. This session covers practical strategies for identifying and correcting job cost discrepancies, processing 1099 corrections, and applying proven techniques to improve confidence in your financial reporting.
Learning Objectives:
- Analyze project accounting data to detect inconsistencies and errors.
- Process and validate 1099 corrections within JAMIS Prime.
- Apply leading practices that improve cost accuracy and reporting reliability.
Mae Church
JAMIS Software Corporation
Mae Church
JAMIS Software Corporation
15:30
HCM - Go With the Flow: Build & Launch HCM Employee Workflows
Stacey Jankunas
JAMIS Software Corporation
Stacey Jankunas
JAMIS Software Corporation
Tana Moberg
JAMIS Software Corporation
Tana Moberg
JAMIS Software Corporation
15:30
Program Manager - The Prime Forensic: Solving Report Gaps and JCTD Variances
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Description
Strengthen your financial close by reconciling key general ledger balances and validating actual burden rates.
In this hands-on session, discover reports, inquiries, and reconciliation tools. Using real-world examples, you will investigate discrepancies, trace discrepancies to their source, and decide on the appropriate corrective action.
Learning Objectives
Upon completion of this session, participants will be able to:
- Identify JAMIS Prime reports, inquiries, and tools that support general ledger and subledger reconciliations.
- Investigate reconciliation variances by using inquiries, source documents, and drill-down tools to identify root causes.
- Evaluate investigation findings to select corrective actions that preserve transaction integrity in the originating module.
- Explain how system configurations influence actual burden-rate calculations.
- Analyze actual burden-rate calculations to detect discrepancies.
- Evaluate analysis findings to identify the causes of actual burden-rate discrepancies and decide on corrective actions.
Pat Cumm
Learning and Development Consultant, JAMIS Software Corporation
Pat Cumm
Learning and Development Consultant, JAMIS Software Corporation
Patricia Cumm, a Learning and Development Consultant at JAMIS Software Corporation, is an accomplished accounting professional with extensive experience leading finance and accounting operations for government contractors. She developed policies and practices for an approved accounting system supporting federal contract cost accumulation and billing, prepared Incurred Cost Submissions to establish final indirect rates, and coordinated related audits. Her accounting leadership expertise includes accounts payable, accounts receivable, banking, fixed assets and depreciation, project accounting, and general ledger. Believing that shared knowledge empowers others, Pat is proud to support an organization committed to client success.
15:30
System Admin Power User - The Digital Architect: Engineering the Automated Enterprise in JAMIS Prime
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Business Events and email notifications can do more than send alerts. For many organizations, they support the timekeeping, approval, and audit practices that compliance depends on. Learn how to put them to work keeping your JAMIS Prime site healthy, how to build notification templates that stay reliable through upgrades, and how to find out why a notification that should have gone out never arrived.
Learning Objectives:
- Configure Business Events that watch for conditions needing administrative attention.
- Design notification templates that are easy to maintain and deliver reliably.
- Configure Email Accounts and email processing schedules to support timely delivery.
- Troubleshoot Business Events and notifications that trigger but never deliver, before they become compliance gaps.
Lisa Ford
Technical Support Specialist, JAMIS Software Corporation
Lisa Ford
Technical Support Specialist, JAMIS Software Corporation
Lisa Ford is a Technical Support Specialist at JAMIS Software Corporation, where she serves as the escalation point for complex technical issues across JAMIS Prime sites. Her work centers on access and security, system configuration, integrations, and performance analysis, helping government contractors keep their systems secure, efficient, and running lean. Before joining JAMIS, Lisa was a JAMIS Prime system administrator at a client organization, so she knows firsthand what it is like to manage a site from the client side. She specializes in turning technical fixes into clear, visual guidance that finance and project teams can follow on their own. Her background also includes working in education at the U.S. Department of Veterans Affairs, which gave her firsthand experience with government compliance and security from the user's side.
15:30
System Administrator - Prime Perspectives: Mastering BI Analytics
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Modern organizations need access to meaningful insights beyond operational transactions. Explore how BI Analytics and site maintenance activities work together to support advanced business intelligence and executive decision making.
Learning Objectives:
• Utilize BI Analytics tools to analyze organizational performance.
• Understand JAMIS Data Warehouse model to support advanced reporting initiatives.
• Maintain reporting environments that support trusted decision-making.
Gehn Fujii
JAMIS Software Corporation
Gehn Fujii
JAMIS Software Corporation
Eric Marshall
JAMIS Software Corporation
Eric Marshall
JAMIS Software Corporation
18:00
Welcome Reception: Connect, Collaborate, Celebrate
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Kick off JAMIS Summit 2026 by reconnecting with colleagues, meeting fellow government contracting professionals, and building new relationships in a relaxed and engaging atmosphere. Enjoy refreshments, networking opportunities, and conversations with customers, partners, industry experts, and the JAMIS team as we prepare for two days of learning, innovation, and collaboration.
Day - 02
07:30
Tuesday Breakfast
08:30
General Session - Opening Address
Jeff Noolas
CEO, JAMIS Software Corporation
Jeff Noolas
CEO, JAMIS Software Corporation
09:00
General Session - Customer Showcase
Kristin Ozkilkis
Senior Director of Client Services, JAMIS Software Corporation
Kristin Ozkilkis
Senior Director of Client Services, JAMIS Software Corporation
Dave Sample
Moderator
Vice President of Product Management, JAMIS Software Corporation
Dave Sample
Vice President of Product Management, JAMIS Software Corporation
09:30
JAMIS Product Showcase & Town Hall
Joe Satlin
Vice President of Technology, JAMIS Software Corporation
Joe Satlin
Vice President of Technology, JAMIS Software Corporation
John Spirig
Vice President, HCM Product Division, JAMIS Software Corporation
John Spirig
Vice President, HCM Product Division, JAMIS Software Corporation
11:15
Stay Connected: How JAMIS Works, Evolves, and Drives Value
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JAMIS Prime continues to evolve through product enhancements, customer feedback, and innovation. Learn how to stay informed, leverage available resources, and maximize the long-term value of your investment.
Learning Objectives:
• Identify resources available to support continued success with JAMIS Prime.
• Explain how product enhancements are communicated and delivered.
• Analyze opportunities to increase organizational adoption and value.
• Apply strategies that support long-term user engagement and system success.
Katie Moore
JAMIS Software Corporation
Katie Moore
JAMIS Software Corporation
Kristin Ozkilkis
Senior Director of Client Services, JAMIS Software Corporation
Kristin Ozkilkis
Senior Director of Client Services, JAMIS Software Corporation
11:15
Build, Track, and Manage: WBS in JAMIS Prime
Taylor Benson
JAMIS Software Corporation
Taylor Benson
JAMIS Software Corporation
11:15
Advanced Expense Automation: Deferred and Recurring Transactions
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Reduce manual effort and improve consistency by leveraging deferred and recurring transaction functionality. This session explores configuration options, common use cases, and automation opportunities.
Learning Objectives:
• Apply leading practices that support sustainable system growth and scalability.
• Configure recurring transaction schedules in JAMIS Prime.
• Analyze automation opportunities within financial processes.
• Review transaction results for accuracy and completeness.
Natisha Bryant
Senior Training Manager, JAMIS Software Corporation
Natisha Bryant
Senior Training Manager, JAMIS Software Corporation
Based out of New York, Tish manages the core training programs and educational resources for JAMIS including the JAMIS Education & Training (JET) platform. With 20+ years in the nonprofit sector and over 15 years of experience in working with government accounting systems specifically, she's focused on designing learning experiences and translating complex operational topics into practical, measurable takeaways. Her top priorities this Summit are intentionally forward-looking, while giving Prime novices and experts alike something concrete they can apply when they return to their organizations.
JAMIS Training
Moderator
Learning & Development Team, JAMIS Software Corporation
JAMIS Training
Learning & Development Team, JAMIS Software Corporation
The JAMIS Education & Training team provides learning solutions that help customers, partners, and employees succeed with JAMIS Prime ERP. Through instructor-led training, on-demand learning, client-specific enablement, and Summit education programs, the team delivers practical, impactful training that accelerates adoption, builds expertise, and supports long-term business success.
11:15
The State of CMMC: Enforcement, Investment, and Business Impact
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With CMMC requirements moving from preparation to enforcement, government contractors face important decisions about compliance investments, cybersecurity strategy, and long-term competitiveness. This session examines the current state of CMMC, including regulatory developments, assessment readiness, and how prime contractors and subcontractors are responding to increasing cybersecurity expectations.
Attendees will gain practical insights into the financial and operational impacts of CMMC, strategies for prioritizing security investments, and ways to turn compliance into a business advantage. Learn how organizations are balancing risk, protecting Controlled Unclassified Information (CUI), strengthening their competitive position, and preparing for the next phase of cybersecurity requirements across the defense industrial base.
Eric Crusius
Moderator
Hunton, Andrews & Kurth
Eric Crusius
Hunton, Andrews & Kurth
Tom Tollerton
Forvis Mazars
Tom Tollerton
Forvis Mazars
11:15
Know your Inventory. Maintain your flow (Cycle Count & Replenishment)
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Accurate inventory keeps operations moving. Discover how JAMIS Prime ERP helps organizations improve inventory accuracy through efficient cycle counting and automated replenishment strategies. Learn how to reduce stock discrepancies, prevent shortages, optimize inventory levels, and maintain a steady flow of materials across manufacturing, distribution, and warehouse operations. When inventory is visible and reliable, productivity follows.
Learning Objectives
•Configure Replenishment parameters.
•Execute the Replenishment process.
•Set up Cycle Count parameters.
•Perform the Cycle Count process.
Derek Bross
Distribution Consultant, JAMIS Software Corporation
Derek Bross
Distribution Consultant, JAMIS Software Corporation
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Arthur Egitto
Director of Distribution & Manufacturing, JAMIS Software Corporation
Arthur Egitto
Director of Distribution & Manufacturing, JAMIS Software Corporation
Arthur Egitto has a Bachelor of Science in Computer Information Systems. He has served as the Project Manager for over 30 ERP system implementations with as many as 12 different software packages. He has spent 43 years supporting Accounting and Manufacturing implementations for many industries. Arthur has worked in the discrete manufacturing, process manufacturing and make to order manufacturing. Prior to leading implementations, Arthur spent 4 years as a Cobol programmer, on MCBA, which was the base for JAMIS Classic. Arthur started at JAMIS in February 2016 and has been employed at JAMIS for almost 7 years. He is part of the Professional Services group and is the subject matter expert for Distribution and Asset Management modules. Arthur began using JAMIS Prime in 2014 for a customer. He became an employee of JAMIS in March of 2016. Arthur works with the L+D department for training services, the Development group for product future enhancements and the QA department for testing Distribution and Asset Management modules for future releases.
11:15
From Enrollment to Life Events: Managing Your Benefits with Confidence
Stacey Jankunas
JAMIS Software Corporation
Stacey Jankunas
JAMIS Software Corporation
Tana Moberg
Moderator
JAMIS Software Corporation
Tana Moberg
JAMIS Software Corporation
12:15
Tuesday Lunch
13:30
Practical Insights into the Revolutionary FAR Overhaul
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The Federal Acquisition Regulation (FAR) is undergoing one of the most significant transformations in decades, reshaping how government agencies acquire products and services and how contractors compete for, win, and manage federal business. This session provides a practical overview of the FAR Overhaul initiative, highlighting key changes, emerging acquisition strategies, and what contractors need to do now to prepare for a changing procurement landscape.
Attendees will gain a better understanding of the revised acquisition process and the evolving rules governing competition, negotiations, contract types, commercial acquisitions, simplified acquisitions, Federal Supply Schedules, required sources of supply, and bid protests. Through real-world examples and expert analysis, participants will learn how these changes may impact proposal strategies, compliance requirements, contract execution, and long-term business development efforts in the federal marketplace.
Eric Crusius
Moderator
Hunton, Andrews & Kurth
Eric Crusius
Hunton, Andrews & Kurth
13:30
Bid Smart. Buy Better
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Walk the full bid-to-PO life cycle in JAMIS: requisition setup, sending RFQs/RFPs, capturing vendor responses, awarding bids, and creating purchase orders. Covers both single-source and multi-source bidding, with a live bid-to-approval demonstration. Leave ready to evaluate bids competitively and manage requisitions end to end.
Learning Objectives:
•Understand how to select single source bids
•Evaluate and select multi-source bids
•Define the end-to-end requisition life cycle
Derek Bross
Distribution Consultant, JAMIS Software Corporation
Derek Bross
Distribution Consultant, JAMIS Software Corporation
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13:30
Task to Triggers: Workflow Driven Processes in Prime
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Eliminate manual steps and improve consistency through workflow automation. Learn how to leverage triggers and workflow-driven processes to streamline operations and reduce administrative effort.
Learning Objectives:
• Define workflow and trigger-based automation concepts.
• Configure workflow-driven processes within JAMIS Prime.
• Analyze business processes for automation opportunities.
• Apply automation strategies that improve efficiency and consistency.
Danny Grueso
JAMIS Software Corporation
Danny Grueso
JAMIS Software Corporation
Eric Marshall
JAMIS Software Corporation
Eric Marshall
JAMIS Software Corporation
13:30
How Costs Flow: Job Cost Fundamentals
Taylor Benson
JAMIS Software Corporation
Taylor Benson
JAMIS Software Corporation
13:30
Operational Excellence Starts with Automated Employee Communication
Stacey Jankunas
Moderator
JAMIS Software Corporation
Stacey Jankunas
JAMIS Software Corporation
Tana Moberg
JAMIS Software Corporation
Tana Moberg
JAMIS Software Corporation
13:30
From Setup to Deadlines: Managing Fiscal Periods & Schedules
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Description
In this essential JAMIS Prime ERP session, you'll learn how to confidently build, manage, and maintain fiscal periods and schedules that keep your organization compliant, organized, and ready for every reporting deadline.
Learning Objectives
By the end of this session, participants will be able to:
- Identify key fiscal year and master financialcalendar concepts in JAMIS Prime.
- Monitor master financial calendar and manage financial periods.
- Demonstrate how period statuses affect transaction processing and reporting.
- Apply standard procedures for managing month-end and year-end schedules.
- Recognize common issues and decide on corrective action.
Pat Cumm
Moderator
Learning and Development Consultant, JAMIS Software Corporation
Pat Cumm
Learning and Development Consultant, JAMIS Software Corporation
Patricia Cumm, a Learning and Development Consultant at JAMIS Software Corporation, is an accomplished accounting professional with extensive experience leading finance and accounting operations for government contractors. She developed policies and practices for an approved accounting system supporting federal contract cost accumulation and billing, prepared Incurred Cost Submissions to establish final indirect rates, and coordinated related audits. Her accounting leadership expertise includes accounts payable, accounts receivable, banking, fixed assets and depreciation, project accounting, and general ledger. Believing that shared knowledge empowers others, Pat is proud to support an organization committed to client success.
14:45
Step-by-Step Guidance on Keeping Non-Governmental/Commercial Efforts Out of Allowable Indirect Cost Pools While Maintaining Proper Direct Cost Base Proportions
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Government contractors often operate across both government and commercial markets, creating unique challenges when allocating costs and maintaining compliant indirect rate structures. This session provides practical, step-by-step guidance on segregating non-governmental and commercial activities from allowable indirect cost pools while ensuring direct cost bases remain equitable, supportable, and aligned with FAR and CAS requirements.
Through real-world examples and proven methodologies, participants will gain insights into structuring cost objectives, allocating shared resources, documenting accounting practices, and avoiding common pitfalls that can trigger audit findings or distort indirect rates. The course is designed for finance, accounting, contracts, and compliance professionals seeking to support business diversification while maintaining accurate cost accumulation, defensible indirect rates, and strong government contracting compliance.
Karen Dickert
Eubanks & Associates
Karen Dickert
Eubanks & Associates
Jennifer Eubanks
Eubanks & Associates
Jennifer Eubanks
Eubanks & Associates
14:45
Accurate Costs START with Cost Elements in Prime
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Description
Discover how Cost Elements power cost tracking, burden calculations, billing, revenue recognition, and reporting in JAMIS Prime—and why getting them right is essential to reliable project and financial results.
Through real-world examples and leading practices, you’ll gain the confidence to create and manage Cost Elements effectively and avoid common setup pitfalls before they affect your results.
Learning Objectives
Upon completion of this session, participants will be able to:
- Describe the role of Cost Elements within the JAMIS Prime Job Cost engine and explain how they support accurate project costing.
- Differentiate between Cost Elements, Cost Classes, and Cost Element Groups and describe how each contributes to cost accumulation and reporting.
- Examine key Cost Element configuration settings, including cost classes, GL account assignment, burden application, visibility, and billing & revenue attributes.
- Analyze the relationship between Cost Elements, Jobs, burden calculations, and General Ledger posting to determine their impact on project financial results.
- Apply leading practices for creating, maintaining, and governing Cost Elements to support reliable costing, billing, and revenue recognition processes.
Pat Cumm
Learning and Development Consultant, JAMIS Software Corporation
Pat Cumm
Learning and Development Consultant, JAMIS Software Corporation
Patricia Cumm, a Learning and Development Consultant at JAMIS Software Corporation, is an accomplished accounting professional with extensive experience leading finance and accounting operations for government contractors. She developed policies and practices for an approved accounting system supporting federal contract cost accumulation and billing, prepared Incurred Cost Submissions to establish final indirect rates, and coordinated related audits. Her accounting leadership expertise includes accounts payable, accounts receivable, banking, fixed assets and depreciation, project accounting, and general ledger. Believing that shared knowledge empowers others, Pat is proud to support an organization committed to client success.
14:45
End-to-End Control for Repair & Overhaul
Valerie Marchand
JAMIS Software Corporation
Valerie Marchand
JAMIS Software Corporation
14:45
System Personalization: Tailor Your JAMIS Prime Experience for Maximum Efficiency
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Description:
System Personalization
Objective:
•Create custom dashboards, wikis, and report filters that surface the information needed for daily system operations.
•Define site color, quick menus, side panels, and scheduling preferences that streamline navigation for each user.
•Assign attributes, notification templates, and styles to the records and users that will benefit from them.
•Create import scenarios and business events to automate by record changes and alerts across the system.
•Review each feature in practice and identify where it can be applied within your own organization.
Shane Delacruz
JAMIS Software Corporation
Shane Delacruz
JAMIS Software Corporation
Channing Palumbo
Advisory Services Consultant, JAMIS Software Corporation
Channing Palumbo
Advisory Services Consultant, JAMIS Software Corporation
TBD
14:45
Billing vs Revenue: The 10-Minute Mental Model (and the 50-Minute Reality)
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Billing and revenue are closely related but serve very different business purposes. This session breaks down the relationship between the two and demonstrates how JAMIS Prime manages each process throughout the project lifecycle.
Learning Objectives:
• Differentiate between billing and revenue recognition concepts.
• Explain how billing and revenue transactions flow through JAMIS Prime.
• Analyze project scenarios that impact revenue recognition.
• Review leading practices for maintaining accurate financial records.
Natisha Bryant
Senior Training Manager, JAMIS Software Corporation
Natisha Bryant
Senior Training Manager, JAMIS Software Corporation
Based out of New York, Tish manages the core training programs and educational resources for JAMIS including the JAMIS Education & Training (JET) platform. With 20+ years in the nonprofit sector and over 15 years of experience in working with government accounting systems specifically, she's focused on designing learning experiences and translating complex operational topics into practical, measurable takeaways. Her top priorities this Summit are intentionally forward-looking, while giving Prime novices and experts alike something concrete they can apply when they return to their organizations.
JAMIS Training
Learning & Development Team, JAMIS Software Corporation
JAMIS Training
Learning & Development Team, JAMIS Software Corporation
The JAMIS Education & Training team provides learning solutions that help customers, partners, and employees succeed with JAMIS Prime ERP. Through instructor-led training, on-demand learning, client-specific enablement, and Summit education programs, the team delivers practical, impactful training that accelerates adoption, builds expertise, and supports long-term business success.
Karri Willeford
Moderator
JAMIS Software Corporation
Karri Willeford
JAMIS Software Corporation
14:45
New Tools in HCM: An Overview of AI, Universal Translation, and Smarter User Experiences
Darlene LaFalce
Moderator
JAMIS Software Corporation
Darlene LaFalce
JAMIS Software Corporation
Bradley Toland
Humanic
Bradley Toland
Humanic
16:00
Advanced Dashboards: Building Custom Insights with Generic Inquiries (GIs)
Shane Delacruz
JAMIS Software Corporation
Shane Delacruz
JAMIS Software Corporation
16:00
PeopleTec’s SCA Transformation: From Spreadsheets to Payroll Automation
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Still managing SCA Health & Welfare through spreadsheets? Learn how PeopleTec transformed its SCA H&W process by moving from manual tracking to an integrated solution leveraging JAMIS Prime ERP and HCM/Payroll. Hear directly from PeopleTec about the challenges they faced, their implementation journey, and how automation transformed their approach to compliance, labor tracking, and payroll administration.
Chelsia Bryan
Moderator
Humanic
Chelsia Bryan
Humanic
Monaca Haley
PeopleTec
Monaca Haley
PeopleTec
Bradley Toland
Humanic
Bradley Toland
Humanic
16:00
Prime Reporting: Tips, Tricks, and Leading Practices
Shane Delacruz
Moderator
JAMIS Software Corporation
Shane Delacruz
JAMIS Software Corporation
Will Hecht
Application Support Specialist III, JAMIS Software Corporation
Will Hecht
Application Support Specialist III, JAMIS Software Corporation
From the middle of the country in Missouri, Will is a member of the Support Team and focuses on the different reporting options within JAMIS. Previous experience as a JAMIS Customer allows him to better understand where users are coming from and help develop and explain ways to deliver multiple options for what they require.
16:00
Beyond the Factory Floor: Mastering Quality Management in Procurement and Inventory
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Quality starts at the dock, not the factory floor. Join us for a practical walkthrough of setting up and executing incoming and QC inspections in JAMIS — item setup, QC flags and plans, PO receipt execution, result posting, and QA/MRB warehouse transfers.
Learning Objectives:
Incoming inspection
•Set up stocked items
•Execute the inspection
Quality inspection
•Set up stocked items
- Execute the inspection
Derek Bross
Distribution Consultant, JAMIS Software Corporation
Derek Bross
Distribution Consultant, JAMIS Software Corporation
.
16:00
Managing Your Projects: From Plan to Performance
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Description:
Driving project success requires continuous visibility, proactive oversight, and actionable insights. Join this session to explore how JAMIS Prime equips project managers to monitor real-time performance, analyze project data to surface risks and opportunities, and apply leading practices that elevate project outcomes and stakeholder satisfaction.
Learning Objectives:
- Utilize project management tools to monitor progress and performance.
- Analyze project data to identify risks and opportunities.
- Apply leading practices to improve project outcomes and stakeholder satisfaction.
Mae Church
JAMIS Software Corporation
Mae Church
JAMIS Software Corporation
Miguel Maldonado
Prime ERP Senior Consultant, JAMIS Software Corporation
Miguel Maldonado
Prime ERP Senior Consultant, JAMIS Software Corporation
Miguel Maldonado is a Prime ERP Senior Consultant with extensive experience implementing and supporting enterprise resource planning solutions for government contracting and project-based organizations. He specializes in financial management, project accounting, payroll, human capital management, system integrations, and business process optimization within JAMIS Prime ERP. Miguel partners closely with clients throughout the full implementation lifecycle, including requirements gathering, solution design, data migration, user acceptance testing, training, and post-go-live support. Known for his strong technical expertise and problem-solving skills, he helps organizations streamline operations, improve compliance, and maximize the value of their ERP investment.
16:00
From AI Curiosity to AI Adoption: A Practical Roadmap for Government Contractors
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AI is no longer a future initiative. It is becoming a competitive necessity for government contractors seeking greater efficiency, insight, and operational agility. This session provides a practical roadmap for moving beyond AI experimentation and preparing your organization for real-world adoption by focusing on the four critical foundations: people, data, security, and platform readiness. Drawing on governance-first AI principles and Microsoft-centric adoption strategies, the session emphasizes secure, practical deployment rather than disconnected AI tools.
Attendees will learn how to leverage existing investments in Microsoft 365, Copilot, business applications, and enterprise data to create a unified AI strategy that delivers measurable business value. The course covers workforce readiness, data governance, security and compliance considerations, and a phased approach to AI adoption that helps organizations accelerate innovation while maintaining control, transparency, and trust.
Roy Edwards
Capitol Presence
Roy Edwards
Capitol Presence
17:30
Networking Reception - Partners in Success
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Celebrating the collaboration between customers, sponsors, partners, and the JAMIS team.
18:30
Dinner Event & JAMIS 20th Anniversary Celebration
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Join us for a special evening as we celebrate 20 years of JAMIS and the incredible community that has helped shape our journey. This memorable event brings together customers, partners, sponsors, and team members to reflect on two decades of innovation, collaboration, and success in serving government contractors and project-focused organizations.
Enjoy an evening of great food, entertainment, and celebration as we honor our shared achievements, recognize the relationships that have fueled our growth, and look ahead to the exciting future of JAMIS. Whether you've been with us for years or are attending your first Summit, this is an opportunity to connect, celebrate, and be part of a milestone moment in JAMIS history.
Day - 03
07:30
Wednesday Breakfast
09:00
JAMIS Prime - Product Open Forum Discussion and Q&A
Joe Satlin
Vice President of Technology, JAMIS Software Corporation
Joe Satlin
Vice President of Technology, JAMIS Software Corporation
11:00
CAS Applicability and Coverage - Including Recent Threshold Changes and Exemptions
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The Cost Accounting Standards (CAS) landscape continues to evolve, creating new compliance challenges and opportunities for government contractors. This session provides a practical overview of CAS applicability, coverage requirements, and the impact of recent threshold changes and exemptions. Attendees will gain a clearer understanding of when CAS applies, the differences between full and modified coverage, and how contract type, size, and organizational structure can influence compliance obligations.
Through real-world examples and regulatory insights, participants will learn how CAS requirements affect contract pricing, accounting practices, audits, and business operations. The session will also explore strategies for identifying compliance risks, preparing for growth-related threshold changes, and ensuring accounting systems and processes remain aligned with current government contracting requirements.
Bill Walter
Forvis Mazars
Bill Walter
Forvis Mazars
11:00
Find It, Fix It, Bill It: Billing & Revenue in Prime
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Billing and revenue management directly impact cash flow and project performance. Learn how to identify issues, resolve discrepancies, and confidently manage billing and revenue activities in JAMIS Prime.
Learning Objectives:
• Identify common billing and revenue challenges.
• Analyze billing transactions and revenue data.
• Resolve discrepancies affecting invoicing and revenue recognition.
• Review leading practices that support financial accuracy and cash flow.
Debbie Tipps
Moderator
JAMIS Software Corporation
Debbie Tipps
JAMIS Software Corporation
Karri Willeford
Moderator
JAMIS Software Corporation
Karri Willeford
JAMIS Software Corporation
11:00
Track It, Transfer It, Account for It: Control your Assets and Government Property Using Prime
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Gain complete control of your assets and government property with JAMIS Prime ERP. Learn how organizations use Prime to track asset locations, custodians, transfers, serial numbers, and lifecycle activity while maintaining audit-ready accountability. Discover how integrated asset management streamlines compliance, improves visibility, and ensures every asset can be tracked from acquisition to retirement. Whether managing IT equipment, capital assets, or government-furnished property, Prime provides the tools to know what you own, where it is, and who is responsible for it.
Learning Objectives
•Understand how Asset Change Transactions work
•Asset Master fields updated
•Asset Transactions created
•New tab to view Transactions
•Understand how Asset Upload feature works
Arthur Egitto
Moderator
Director of Distribution & Manufacturing, JAMIS Software Corporation
Arthur Egitto
Director of Distribution & Manufacturing, JAMIS Software Corporation
Arthur Egitto has a Bachelor of Science in Computer Information Systems. He has served as the Project Manager for over 30 ERP system implementations with as many as 12 different software packages. He has spent 43 years supporting Accounting and Manufacturing implementations for many industries. Arthur has worked in the discrete manufacturing, process manufacturing and make to order manufacturing. Prior to leading implementations, Arthur spent 4 years as a Cobol programmer, on MCBA, which was the base for JAMIS Classic. Arthur started at JAMIS in February 2016 and has been employed at JAMIS for almost 7 years. He is part of the Professional Services group and is the subject matter expert for Distribution and Asset Management modules. Arthur began using JAMIS Prime in 2014 for a customer. He became an employee of JAMIS in March of 2016. Arthur works with the L+D department for training services, the Development group for product future enhancements and the QA department for testing Distribution and Asset Management modules for future releases.
11:00
Unlocking the Power of Payroll: Latest Features for 2026 & Beyond
Bradley Toland
Moderator
Humanic
Bradley Toland
Humanic
11:00
The Final Mile: Contract Close-out Leading Practices through Automation in Prime
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Contract close-out often becomes a time-consuming process involving reconciliations, compliance reviews, and administrative tasks. Discover how automation within JAMIS Prime can streamline close-out activities and reduce project risk.
Learning Objectives:
• Identify the key stages of the contract close-out process.
• Utilize automation tools to simplify close-out activities.
• Analyze project data to identify outstanding close-out requirements.
• Apply leading practices to improve efficiency and compliance during project close-out.
Eric Marshall
JAMIS Software Corporation
Eric Marshall
JAMIS Software Corporation
Faye Rushing
Director of Client Solutions, JAMIS Software Corporation
Faye Rushing
Director of Client Solutions, JAMIS Software Corporation
Served in many roles since joining JAMIS in 2016 after having worked with JAMIS software in its many forms since 2004. Currently, assists clients with finding the right solutions to improve and streamline their use of JAMIS Prime.
11:00
Behind the Scenes of JAMIS Prime: System Maintenance & Performance Optimization
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Every Prime site is unique, and every configuration choice your team makes is also a maintenance consideration. Discover the routine tasks with the biggest impact on performance, the habits that quietly slow a site down, and how to build a maintenance routine your whole team can share.
Learning Objectives:
- Identify routine maintenance activities that keep a site performing well, including timesheet, audit, and automation schedule cleanup.
- Recognize configuration and usage patterns that commonly cause latency, such as unbounded inquiries, heavy OData use, and conflicting access rights.
- Prepare a site for upgrades by tracking configuration changes and reviewing release notes.
- Build a shared maintenance routine that supports long-term system stability.
Lisa Ford
Technical Support Specialist, JAMIS Software Corporation
Lisa Ford
Technical Support Specialist, JAMIS Software Corporation
Lisa Ford is a Technical Support Specialist at JAMIS Software Corporation, where she serves as the escalation point for complex technical issues across JAMIS Prime sites. Her work centers on access and security, system configuration, integrations, and performance analysis, helping government contractors keep their systems secure, efficient, and running lean. Before joining JAMIS, Lisa was a JAMIS Prime system administrator at a client organization, so she knows firsthand what it is like to manage a site from the client side. She specializes in turning technical fixes into clear, visual guidance that finance and project teams can follow on their own. Her background also includes working in education at the U.S. Department of Veterans Affairs, which gave her firsthand experience with government compliance and security from the user's side.
12:15
Wednesday Lunch
13:30
Securing Access the Right Way: Leading Practices for Roles & Restriction Groups
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Gain a greater understanding of how Access Rights and Restriction Group work in JAMIS Prime.
Learning Objectives:
•Obtain understanding of User Roles & Restriction Groups
•Examine best practices for applying Roles and Restriction Groups
•Gain insight into how to troubleshoot through common Access Rights issues
•Create and Apply Restriction Groups to the WBS and how they apply to reports
Channing Palumbo
Advisory Services Consultant, JAMIS Software Corporation
Channing Palumbo
Advisory Services Consultant, JAMIS Software Corporation
TBD
Faye Rushing
Director of Client Solutions, JAMIS Software Corporation
Faye Rushing
Director of Client Solutions, JAMIS Software Corporation
Served in many roles since joining JAMIS in 2016 after having worked with JAMIS software in its many forms since 2004. Currently, assists clients with finding the right solutions to improve and streamline their use of JAMIS Prime.
13:30
Prepare, Review, Comply: Audit Ready Processes in JAMIS Prime
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Description
Audits do not begin when the auditor arrives. Review the different types of audits and how to prepare for them. Learn how JAMIS can assist with FAR, DFARS and GAAP compliant documentation and controls to help your organization achieve successful audit outcomes.
Agenda
1.Types of audits and auditors
2.JAMIS documentation and controls to assist with FAR, DFARS and GAAP compliance
3.Current audit landscape
Learning Objectives
•Review the various types of audits and auditors that affect our industry
•Discuss JAMIS reports, controls and documentation that can assist with compliance for audit readiness and for providing a competitive edge
•Review current audit initiatives to be prepared for changes in DCAA’s audit focus
Jill Haynie
Moderator
Senior System Advisory Consultant, JAMIS Software Corporation
Jill Haynie
Senior System Advisory Consultant, JAMIS Software Corporation
Will complete later
13:30
Secure Collaboration: Building Better Customer & Vendor Experiences with Self-Service Portals
Mike Marcin
DynamicPoint
Mike Marcin
DynamicPoint
13:30
Behind the Labor Module: Troubleshooting Labor Distribution
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Labor distribution issues can affect payroll accuracy, project costing, billing, and financial reporting. Join this session to explore common labor distribution challenges, learn troubleshooting best practices, and gain practical guidance on avoiding common processing errors.
Learning Objectives
By the end of this session, attendees will be able to:
- Explain the updated Post Labor in Detail functionality introduced in JAMIS Prime 9.0.
- Identify and resolve common labor processing issues related to employee terminations and payout transactions.
- Determine when to use a Retro Pay Adjustment versus amending an existing timesheet.
- Diagnose and troubleshoot common Split Labor processing issues and configuration challenges.
- Apply labor distribution best practices to improve payroll, billing, and project cost accuracy.
Semond Atkins
Moderator
Director of Support Projects, JAMIS Software Corporation
Semond Atkins
Director of Support Projects, JAMIS Software Corporation
Hello, I’m Semond Atkins, Director of Support Projects at JAMIS Software. With more than 15 years of experience in ERP support, implementation assistance, customer training, and operational leadership, I am dedicated to helping organizations maximize the value of their ERP investment.
In my role, I lead strategic support initiatives, oversee the JAMIS Community Site and JAMIS Help Site FAQ platform, and collaborate with cross-functional teams to improve customer success, knowledge management, and support operations. I am passionate about sharing best practices, delivering practical solutions, and helping customers achieve greater efficiency and long-term success through technology.
Debbie Tipps
Moderator
JAMIS Software Corporation
Debbie Tipps
JAMIS Software Corporation
13:30
Focus Group: GovCon Contract Lifecycle Management
Natisha Bryant
Senior Training Manager, JAMIS Software Corporation
Natisha Bryant
Senior Training Manager, JAMIS Software Corporation
Based out of New York, Tish manages the core training programs and educational resources for JAMIS including the JAMIS Education & Training (JET) platform. With 20+ years in the nonprofit sector and over 15 years of experience in working with government accounting systems specifically, she's focused on designing learning experiences and translating complex operational topics into practical, measurable takeaways. Her top priorities this Summit are intentionally forward-looking, while giving Prime novices and experts alike something concrete they can apply when they return to their organizations.
Eric Marshall
Moderator
JAMIS Software Corporation
Eric Marshall
JAMIS Software Corporation
Dave Sample
Moderator
Vice President of Product Management, JAMIS Software Corporation
Dave Sample
Vice President of Product Management, JAMIS Software Corporation
13:30
Prove It with Confidence: Government Property Reports & Logs That Matter
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When compliance, audits, and accountability are on the line, accurate records make all the difference. Discover how JAMIS Prime ERP helps organizations maintain audit-ready government property data with robust tracking, detailed transaction histories, and powerful reporting capabilities. Learn how to quickly produce the reports and logs that matter most, improve property stewardship, and confidently demonstrate compliance at every stage of the asset lifecycle.
Learning Objectives
•Understand Reports available for Government Property Audits.
Arthur Egitto
Director of Distribution & Manufacturing, JAMIS Software Corporation
Arthur Egitto
Director of Distribution & Manufacturing, JAMIS Software Corporation
Arthur Egitto has a Bachelor of Science in Computer Information Systems. He has served as the Project Manager for over 30 ERP system implementations with as many as 12 different software packages. He has spent 43 years supporting Accounting and Manufacturing implementations for many industries. Arthur has worked in the discrete manufacturing, process manufacturing and make to order manufacturing. Prior to leading implementations, Arthur spent 4 years as a Cobol programmer, on MCBA, which was the base for JAMIS Classic. Arthur started at JAMIS in February 2016 and has been employed at JAMIS for almost 7 years. He is part of the Professional Services group and is the subject matter expert for Distribution and Asset Management modules. Arthur began using JAMIS Prime in 2014 for a customer. He became an employee of JAMIS in March of 2016. Arthur works with the L+D department for training services, the Development group for product future enhancements and the QA department for testing Distribution and Asset Management modules for future releases.
14:45
Industry Group: Nonprofit Organizations
Jill Haynie
Senior System Advisory Consultant, JAMIS Software Corporation
Jill Haynie
Senior System Advisory Consultant, JAMIS Software Corporation
Will complete later
Eric Marshall
Moderator
JAMIS Software Corporation
Eric Marshall
JAMIS Software Corporation
Dave Sample
Moderator
Vice President of Product Management, JAMIS Software Corporation
Dave Sample
Vice President of Product Management, JAMIS Software Corporation
14:45
From Silos to Synergy: Connecting JAMIS Prime Across the Enterprise
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Many organizations rely on a growing ecosystem of applications to manage operations, projects, finance, HR, procurement, and business development, yet disconnected systems often create data silos, duplicate effort, and inconsistent reporting. This session explores how organizations can integrate third-party solutions with JAMIS Prime to create a connected enterprise environment that improves efficiency, streamlines workflows, and reduces the manual effort required to move data across systems.
Attendees will learn practical approaches for designing secure, scalable integrations that support long-term growth while maintaining data integrity and governance. The session will also introduce the Medallion Data Strategy and demonstrate how a structured approach to data management can improve data quality, reporting accuracy, business intelligence, and executive decision-making. Participants will leave with a roadmap for transforming fragmented systems into a unified information ecosystem that delivers greater visibility, operational savings, and strategic insight across the enterprise.
Mauricio Antunez
Moderator
Xemble Technologies
Mauricio Antunez
Xemble Technologies
14:45
JAMIS Data Warehouse: Extending Reporting Beyond the Application
Gehn Fujii
JAMIS Software Corporation
Gehn Fujii
JAMIS Software Corporation
Dave Sample
Moderator
Vice President of Product Management, JAMIS Software Corporation
Dave Sample
Vice President of Product Management, JAMIS Software Corporation
14:45
Make It. Track It. Deliver It: Manufacturing in JAMIS Prime
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From raw materials to finished goods, successful manufacturing demands visibility at every step. Discover how JAMIS Prime ERP connects production, inventory, purchasing, job costing, and project management in a single platform, giving manufacturers real-time insight into what’s being built, what it costs, and when it will be delivered. Learn how to improve traceability, streamline operations, and gain the control needed to manufacture with confidence and deliver on time.
Learning Objectives
•How to create a Bill of Materials.
•How to create a Production Order.
•How to process a Production Order.
•How to close a Production Order.
Arthur Egitto
Director of Distribution & Manufacturing, JAMIS Software Corporation
Arthur Egitto
Director of Distribution & Manufacturing, JAMIS Software Corporation
Arthur Egitto has a Bachelor of Science in Computer Information Systems. He has served as the Project Manager for over 30 ERP system implementations with as many as 12 different software packages. He has spent 43 years supporting Accounting and Manufacturing implementations for many industries. Arthur has worked in the discrete manufacturing, process manufacturing and make to order manufacturing. Prior to leading implementations, Arthur spent 4 years as a Cobol programmer, on MCBA, which was the base for JAMIS Classic. Arthur started at JAMIS in February 2016 and has been employed at JAMIS for almost 7 years. He is part of the Professional Services group and is the subject matter expert for Distribution and Asset Management modules. Arthur began using JAMIS Prime in 2014 for a customer. He became an employee of JAMIS in March of 2016. Arthur works with the L+D department for training services, the Development group for product future enhancements and the QA department for testing Distribution and Asset Management modules for future releases.
14:45
It's an Accrual World: Learn the System, Solve the Issues in Labor Accruals
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Accrual issues can have a significant impact on payroll accuracy, project costing, and financial reporting. Join this session to learn how employee leave accruals are calculated, managed, and reconciled in JAMIS Prime. Through real-world scenarios and practical examples, you'll gain the knowledge needed to troubleshoot discrepancies, process adjustments, and maintain accurate accrual balances.
Key topics include:
- Managing PTO and other employee leave accruals
- Processing manual accrual and labor adjustments
- Handling PTO payouts and transfers
- Managing accruals for new and mid-period hires
- Applying bonus leave awards
- Processing employee terminations
- Reconciling accrual balances and resolving common issues
Semond Atkins
Moderator
Director of Support Projects, JAMIS Software Corporation
Semond Atkins
Director of Support Projects, JAMIS Software Corporation
Hello, I’m Semond Atkins, Director of Support Projects at JAMIS Software. With more than 15 years of experience in ERP support, implementation assistance, customer training, and operational leadership, I am dedicated to helping organizations maximize the value of their ERP investment.
In my role, I lead strategic support initiatives, oversee the JAMIS Community Site and JAMIS Help Site FAQ platform, and collaborate with cross-functional teams to improve customer success, knowledge management, and support operations. I am passionate about sharing best practices, delivering practical solutions, and helping customers achieve greater efficiency and long-term success through technology.
Kathy Martin
Moderator
JAMIS Software Corporation
Kathy Martin
JAMIS Software Corporation
14:45
Aligning People with the Plan: Resource Planning in Action
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Description:
Successful project delivery depends on aligning the right people with the right work at the right time. Join this session to explore foundational resource planning concepts, learn how to leverage JAMIS Prime tools, and analyze resource capacity versus project demand to apply staffing strategies that improve overall execution.
Learning Objectives:
- Utilize JAMIS Prime tools to support resource planning activities.
- Analyze resource utilization and project demand.
- Apply planning strategies to improve project execution and staffing decisions.
Mae Church
JAMIS Software Corporation
Mae Church
JAMIS Software Corporation
16:00
Industry Group: GovCon Manufacturing
Derek Bross
Distribution Consultant, JAMIS Software Corporation
Derek Bross
Distribution Consultant, JAMIS Software Corporation
.
Arthur Egitto
Director of Distribution & Manufacturing, JAMIS Software Corporation
Arthur Egitto
Director of Distribution & Manufacturing, JAMIS Software Corporation
Arthur Egitto has a Bachelor of Science in Computer Information Systems. He has served as the Project Manager for over 30 ERP system implementations with as many as 12 different software packages. He has spent 43 years supporting Accounting and Manufacturing implementations for many industries. Arthur has worked in the discrete manufacturing, process manufacturing and make to order manufacturing. Prior to leading implementations, Arthur spent 4 years as a Cobol programmer, on MCBA, which was the base for JAMIS Classic. Arthur started at JAMIS in February 2016 and has been employed at JAMIS for almost 7 years. He is part of the Professional Services group and is the subject matter expert for Distribution and Asset Management modules. Arthur began using JAMIS Prime in 2014 for a customer. He became an employee of JAMIS in March of 2016. Arthur works with the L+D department for training services, the Development group for product future enhancements and the QA department for testing Distribution and Asset Management modules for future releases.
Dave Sample
Moderator
Vice President of Product Management, JAMIS Software Corporation
Dave Sample
Vice President of Product Management, JAMIS Software Corporation
16:00
Prime Intelligence: AI-Powered Insights in JAMIS Prime
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Artificial intelligence is transforming how organizations interact with business data. Learn how Prime Intelligence leverages AI-powered capabilities to surface insights, accelerate analysis, and help users make more informed decisions with less effort.
Learning Objectives:
• Describe how AI-powered tools enhance reporting and analytics.
• Identify opportunities to leverage AI-generated insights within business processes.
• Analyze organizational data using AI-assisted capabilities.
• Apply AI-driven insights to support operational and strategic decision-making.
Andrea Russo
Director of AI Practice, JAMIS Software Corporation
Andrea Russo
Director of AI Practice, JAMIS Software Corporation
The future of work isn't waiting for AI. AI is changing how we work, but the real challenge isn't the technology. It's helping people use it with confidence, purpose, and measurable impact.
Andrea Russo is Director of Copilot Adoption and AI Practice at JAMIS, where she helps employees, customers, and leaders harness AI to work smarter, innovate faster, and drive better business outcomes.
With experience across Microsoft, government, international nonprofits, and enterprise organizations, Andrea has spent her career helping people adapt to transformational change. Her work has included innovation and workforce development initiatives with the Rhode Island Office of Innovation, the International Labour Organization (ILO), and the International Federation of Red Cross and Red Crescent Societies (IFRC).
Today, Andrea focuses on helping organizations responsibly adopt AI, build AI-ready cultures, and prepare for the next generation of work. Beyond her work at JAMIS, she contributes to workforce and education initiatives focused on preparing individuals and organizations for an AI-driven future.
A frequent speaker and AI advocate, Andrea is passionate about turning emerging technologies into practical advantages that create lasting value for organizations and the people they serve.
16:00
Are You On Track? Measuring Project Performance with Earned Value Management (EVM)
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Earned Value Management provides a powerful framework for measuring project health and forecasting outcomes. Learn how to interpret EVM metrics and use them to make proactive project decisions.
Learning Objectives:
• Define key Earned Value Management concepts and terminology.
• Interpret EVM metrics and performance indicators.
• Analyze project performance using earned value data.
• Apply EVM insights to improve forecasting and project control.
Danny Grueso
JAMIS Software Corporation
Danny Grueso
JAMIS Software Corporation
16:00
Streamline Manufacturing Workflow: One scan at a Time
Valerie Marchand
Moderator
JAMIS Software Corporation
Valerie Marchand
JAMIS Software Corporation
16:00
Practical Tips for Improving Your Purchasing System Compliance Posture in Advance of Your Next CPSR
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This course addresses the current Contractor Purchasing System Review (CPSR) environment industry is facing, including the challenges and nuances of the pandemic-caused pivot to the virtual CPSR setting. We will also explore the subject matter areas and common pitfalls that contractors are repeatedly encountering through their CPSRs. This course is recommended for individuals who are responsible for: US Government contractor purchasing or subcontracting; implementing and maintaining adequate purchasing systems; and supporting US Government CPSRs.
Participants will learn:
- The regulatory framework and requirements of the CPSR;
- The time-phased process and major milestones of the entire CPSR lifecycle;
- Highlights of changes and nuances associated with the virtual CPSR process;
- The specific subject matter areas in CPSR scope from both the policy and procedure and practice standpoints;
- The most common CPSR findings and underlying reasons for those findings experienced by industry;
- Recommendations to the prioritization of implementing and maintaining an adequate purchasing system;
- Practical tips for improving your purchasing system compliance posture in advance of your next CPSR; and more!
Chase Kunk
Capital Edge Consulting
Chase Kunk
Capital Edge Consulting
16:00
Tax Logic by Design: Precision Configuration in JAMIS Prime
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Description:
Accurate tax management is essential for billing precision, financial reporting, and audit readiness. Join this session to explore the core components of the JAMIS Prime tax module, learn how to analyze and troubleshoot common tax calculation issues, and apply proven methods to validate tax reporting accuracy.
Learning Objectives:
- Define the key components of tax configuration in JAMIS Prime.
- Analyze common tax processing issues and their root causes.
- Validate tax calculations and reporting results for accuracy.
Mae Church
JAMIS Software Corporation
Mae Church
JAMIS Software Corporation
Will Hecht
Application Support Specialist III, JAMIS Software Corporation
Will Hecht
Application Support Specialist III, JAMIS Software Corporation
From the middle of the country in Missouri, Will is a member of the Support Team and focuses on the different reporting options within JAMIS. Previous experience as a JAMIS Customer allows him to better understand where users are coming from and help develop and explain ways to deliver multiple options for what they require.
17:30
Networking Reception - The Summit Social
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Join customers, partners, sponsors, industry experts, and the JAMIS team for an evening dedicated to celebrating the relationships, conversations, and ideas that make the JAMIS community so unique. Enjoy light appetizers, refreshing drinks, and meaningful connections as we reflect on the week and look ahead to the opportunities that lie ahead.
Day - 04
07:30
Thursday Breakfast
09:00
AI Showcase: The Prime Intelligence Powered Enterprise - What's Next for JAMIS Customers
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Artificial intelligence is transforming how organizations access information, automate work, and make critical business decisions. Join the JAMIS product and innovation team for an exclusive look at how AI is being embedded throughout the JAMIS Prime platform to deliver practical, secure, and governed intelligence.
In this session, you'll explore the JAMIS approach to AI, our security-first design philosophy, current Prime Intelligence capabilities, and a preview of upcoming innovations that will help customers improve productivity, uncover insights faster, and make more informed decisions across finance, projects, manufacturing, workforce management, and operations.
Andrea Russo
Director of AI Practice, JAMIS Software Corporation
Andrea Russo
Director of AI Practice, JAMIS Software Corporation
The future of work isn't waiting for AI. AI is changing how we work, but the real challenge isn't the technology. It's helping people use it with confidence, purpose, and measurable impact.
Andrea Russo is Director of Copilot Adoption and AI Practice at JAMIS, where she helps employees, customers, and leaders harness AI to work smarter, innovate faster, and drive better business outcomes.
With experience across Microsoft, government, international nonprofits, and enterprise organizations, Andrea has spent her career helping people adapt to transformational change. Her work has included innovation and workforce development initiatives with the Rhode Island Office of Innovation, the International Labour Organization (ILO), and the International Federation of Red Cross and Red Crescent Societies (IFRC).
Today, Andrea focuses on helping organizations responsibly adopt AI, build AI-ready cultures, and prepare for the next generation of work. Beyond her work at JAMIS, she contributes to workforce and education initiatives focused on preparing individuals and organizations for an AI-driven future.
A frequent speaker and AI advocate, Andrea is passionate about turning emerging technologies into practical advantages that create lasting value for organizations and the people they serve.
Joe Satlin
Vice President of Technology, JAMIS Software Corporation
Joe Satlin
Vice President of Technology, JAMIS Software Corporation
Speakers
Mauricio Antunez
Xemble Technologies
Semond Atkins
Director of Support Projects, JAMIS Software Corporation
READ BIOSemond Atkins
JAMIS Software Corporation
Hello, I’m Semond Atkins, Director of Support Projects at JAMIS Software. With more than 15 years of experience in ERP support, implementation assistance, customer training, and operational leadership, I am dedicated to helping organizations maximize the value of their ERP investment.
In my role, I lead strategic support initiatives, oversee the JAMIS Community Site and JAMIS Help Site FAQ platform, and collaborate with cross-functional teams to improve customer success, knowledge management, and support operations. I am passionate about sharing best practices, delivering practical solutions, and helping customers achieve greater efficiency and long-term success through technology.
Taylor Benson
JAMIS Software Corporation
Derek Bross
Distribution Consultant, JAMIS Software Corporation
READ BIODerek Bross
JAMIS Software Corporation
.
Chelsia Bryan
Humanic
Natisha Bryant
Senior Training Manager, JAMIS Software Corporation
READ BIONatisha Bryant
JAMIS Software Corporation
Based out of New York, Tish manages the core training programs and educational resources for JAMIS including the JAMIS Education & Training (JET) platform. With 20+ years in the nonprofit sector and over 15 years of experience in working with government accounting systems specifically, she's focused on designing learning experiences and translating complex operational topics into practical, measurable takeaways. Her top priorities this Summit are intentionally forward-looking, while giving Prime novices and experts alike something concrete they can apply when they return to their organizations.
Mae Church
JAMIS Software Corporation
Christine Cohan
JAMIS Software Corporation
Eric Crusius
Hunton, Andrews & Kurth
Pat Cumm
Learning and Development Consultant, JAMIS Software Corporation
READ BIOPat Cumm
JAMIS Software Corporation
Patricia Cumm, a Learning and Development Consultant at JAMIS Software Corporation, is an accomplished accounting professional with extensive experience leading finance and accounting operations for government contractors. She developed policies and practices for an approved accounting system supporting federal contract cost accumulation and billing, prepared Incurred Cost Submissions to establish final indirect rates, and coordinated related audits. Her accounting leadership expertise includes accounts payable, accounts receivable, banking, fixed assets and depreciation, project accounting, and general ledger. Believing that shared knowledge empowers others, Pat is proud to support an organization committed to client success.
Shane Delacruz
JAMIS Software Corporation
Karen Dickert
Eubanks & Associates
Roy Edwards
Capitol Presence
Arthur Egitto
Director of Distribution & Manufacturing, JAMIS Software Corporation
READ BIOArthur Egitto
JAMIS Software Corporation
Arthur Egitto has a Bachelor of Science in Computer Information Systems. He has served as the Project Manager for over 30 ERP system implementations with as many as 12 different software packages. He has spent 43 years supporting Accounting and Manufacturing implementations for many industries. Arthur has worked in the discrete manufacturing, process manufacturing and make to order manufacturing. Prior to leading implementations, Arthur spent 4 years as a Cobol programmer, on MCBA, which was the base for JAMIS Classic. Arthur started at JAMIS in February 2016 and has been employed at JAMIS for almost 7 years. He is part of the Professional Services group and is the subject matter expert for Distribution and Asset Management modules. Arthur began using JAMIS Prime in 2014 for a customer. He became an employee of JAMIS in March of 2016. Arthur works with the L+D department for training services, the Development group for product future enhancements and the QA department for testing Distribution and Asset Management modules for future releases.
Jennifer Eubanks
Eubanks & Associates
Lisa Ford
Technical Support Specialist, JAMIS Software Corporation
READ BIOLisa Ford
JAMIS Software Corporation
Lisa Ford is a Technical Support Specialist at JAMIS Software Corporation, where she serves as the escalation point for complex technical issues across JAMIS Prime sites. Her work centers on access and security, system configuration, integrations, and performance analysis, helping government contractors keep their systems secure, efficient, and running lean. Before joining JAMIS, Lisa was a JAMIS Prime system administrator at a client organization, so she knows firsthand what it is like to manage a site from the client side. She specializes in turning technical fixes into clear, visual guidance that finance and project teams can follow on their own. Her background also includes working in education at the U.S. Department of Veterans Affairs, which gave her firsthand experience with government compliance and security from the user's side.
Gehn Fujii
JAMIS Software Corporation
Danny Grueso
JAMIS Software Corporation
Monaca Haley
PeopleTec
Jill Haynie
Senior System Advisory Consultant, JAMIS Software Corporation
READ BIOJill Haynie
JAMIS Software Corporation
Will complete later
Will Hecht
Application Support Specialist III, JAMIS Software Corporation
READ BIOWill Hecht
JAMIS Software Corporation
From the middle of the country in Missouri, Will is a member of the Support Team and focuses on the different reporting options within JAMIS. Previous experience as a JAMIS Customer allows him to better understand where users are coming from and help develop and explain ways to deliver multiple options for what they require.
Stacey Jankunas
JAMIS Software Corporation
Chase Kunk
Capital Edge Consulting
Darlene LaFalce
JAMIS Software Corporation
Miguel Maldonado
Prime ERP Senior Consultant, JAMIS Software Corporation
READ BIOMiguel Maldonado
JAMIS Software Corporation
Miguel Maldonado is a Prime ERP Senior Consultant with extensive experience implementing and supporting enterprise resource planning solutions for government contracting and project-based organizations. He specializes in financial management, project accounting, payroll, human capital management, system integrations, and business process optimization within JAMIS Prime ERP. Miguel partners closely with clients throughout the full implementation lifecycle, including requirements gathering, solution design, data migration, user acceptance testing, training, and post-go-live support. Known for his strong technical expertise and problem-solving skills, he helps organizations streamline operations, improve compliance, and maximize the value of their ERP investment.
Valerie Marchand
JAMIS Software Corporation
Mike Marcin
DynamicPoint
Eric Marshall
JAMIS Software Corporation
Kathy Martin
JAMIS Software Corporation
Naomi May
Chief Customer Officer (CCO), JAMIS Software Corporation
Tana Moberg
JAMIS Software Corporation
Katie Moore
JAMIS Software Corporation
Jeff Noolas
CEO, JAMIS Software Corporation
Kristin Ozkilkis
Senior Director of Client Services, JAMIS Software Corporation
Channing Palumbo
Advisory Services Consultant, JAMIS Software Corporation
READ BIOChanning Palumbo
JAMIS Software Corporation
TBD
Jason Robinson
JAMIS Software Corporation
Dan Rusert
Vice President of Sales and Marketing, JAMIS Software Corporation
Faye Rushing
Director of Client Solutions, JAMIS Software Corporation
READ BIOFaye Rushing
JAMIS Software Corporation
Served in many roles since joining JAMIS in 2016 after having worked with JAMIS software in its many forms since 2004. Currently, assists clients with finding the right solutions to improve and streamline their use of JAMIS Prime.
Andrea Russo
Director of AI Practice, JAMIS Software Corporation
READ BIOAndrea Russo
JAMIS Software Corporation
The future of work isn't waiting for AI. AI is changing how we work, but the real challenge isn't the technology. It's helping people use it with confidence, purpose, and measurable impact.
Andrea Russo is Director of Copilot Adoption and AI Practice at JAMIS, where she helps employees, customers, and leaders harness AI to work smarter, innovate faster, and drive better business outcomes.
With experience across Microsoft, government, international nonprofits, and enterprise organizations, Andrea has spent her career helping people adapt to transformational change. Her work has included innovation and workforce development initiatives with the Rhode Island Office of Innovation, the International Labour Organization (ILO), and the International Federation of Red Cross and Red Crescent Societies (IFRC).
Today, Andrea focuses on helping organizations responsibly adopt AI, build AI-ready cultures, and prepare for the next generation of work. Beyond her work at JAMIS, she contributes to workforce and education initiatives focused on preparing individuals and organizations for an AI-driven future.
A frequent speaker and AI advocate, Andrea is passionate about turning emerging technologies into practical advantages that create lasting value for organizations and the people they serve.
Dave Sample
Vice President of Product Management, JAMIS Software Corporation
Joe Satlin
Vice President of Technology, JAMIS Software Corporation
John Spirig
Vice President, HCM Product Division, JAMIS Software Corporation
Debbie Tipps
JAMIS Software Corporation
Bradley Toland
Humanic
Tom Tollerton
Forvis Mazars
JAMIS Training
Learning & Development Team, JAMIS Software Corporation
READ BIOJAMIS Training
JAMIS Software Corporation
The JAMIS Education & Training team provides learning solutions that help customers, partners, and employees succeed with JAMIS Prime ERP. Through instructor-led training, on-demand learning, client-specific enablement, and Summit education programs, the team delivers practical, impactful training that accelerates adoption, builds expertise, and supports long-term business success.
Bill Walter
Forvis Mazars
Karri Willeford
JAMIS Software Corporation
2026 Summit Sponsors
Platinum Sponsor
Capitol Presence
Humanic Global Solutions
Gold Sponsor
Xemble Technologies
Eubanks Accounting
DynamicPoint
Capital Edge Consulting
SDL Consulting
Silver Sponsor
The Boon Group
Bronze Sponsor
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Why Attend?
Build Your Knowledge
Learn from product and industry experts in a classroom setting, join expert panels, and discover tips and tricks that build your skillset and make your job easier. Earn CPE credits in a variety of courses, and get in-depth training in our pre-conference workshops.
Network & Engage
JAMIS Summit is a place where customers and partners can share ideas, join the cloud innovation conversation, and generate solutions that serve their unique roles and business needs.
Maximize Your ROI
Get the knowledge you need on topics that affect your business, and learn about the different ways that JAMIS' solutions can help you reduce costs, increase competitiveness, and drive growth.
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