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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.
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User experience begins with the information users see every day. Learn how to optimize dashboards, repair and maintain widgets, manage notifications, and navigate escalation paths to ensure users receive timely, relevant information while minimizing support issues.
Learning Objectives:
• Modify dashboard widgets to improve user visibility and productivity.
• Troubleshoot common widget and mobile dashboard issues.
• Configure alerts, push notifications, and system notifications.
• Evaluate escalation paths and support processes for issue resolution.
Shane Delacruz
JAMIS Software Corporation
JAMIS Software Corporation
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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
Director of Support Projects, JAMIS Software Corporation
Natisha Bryant
Senior Training Manager, JAMIS Software Corporation
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
Learning and Development Consultant, JAMIS Software Corporation
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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:
Mae Church
JAMIS Software Corporation
JAMIS Software Corporation
Miguel Maldonado
Prime ERP Senior Consultant, JAMIS Software Corporation
Prime ERP Senior Consultant, JAMIS Software Corporation
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Not everything you buy belongs in inventory. This hands-on session covers the full nonstock cycle in JAMIS — item setup, purchase order entry, receipt processing, and AP bill creation — plus the reports and inquiries that confirm it all landed correctly.
Learning Objectives:
Valerie Marchand
JAMIS Software Corporation
JAMIS Software Corporation
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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
JAMIS Software Corporation
Eric Marshall
JAMIS Software Corporation
JAMIS Software Corporation
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Security and governance require more than simply assigning users to roles. Learn how roles, restriction groups, approval maps, and escalation processes work together to create a secure, compliant, and manageable environment.
Learning Objectives:
• Configure roles and restriction groups that support organizational security requirements.
• Design approval workflows aligned with business controls.
• Evaluate user access scenarios using role-based security principles.
• Apply governance practices that strengthen compliance and oversight.
Taylor Benson
JAMIS Software Corporation
JAMIS Software Corporation
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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
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
JAMIS Software Corporation
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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
JAMIS Software Corporation
Miguel Maldonado
Prime ERP Senior Consultant, JAMIS Software Corporation
Prime ERP Senior Consultant, JAMIS Software Corporation
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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:
Pat Cumm
Learning and Development Consultant, JAMIS Software Corporation
Learning and Development Consultant, JAMIS Software Corporation
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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:
Derek Bross
Distribution Consultant, JAMIS Software Corporation
Distribution Consultant, JAMIS Software Corporation
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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
Chief Customer Officer (CCO), JAMIS Software Corporation
Jeff Noolas
CEO, JAMIS Software Corporation
CEO, JAMIS Software Corporation
Dan Rusert
Vice President of Sales and Marketing, JAMIS Software Corporation
Vice President of Sales and Marketing, JAMIS Software Corporation
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Financial reconciliations depend on your ability to quickly locate, organize, and validate information. Learn how to leverage ARM reports, Financial Reports, Generic Inquiries, and advanced filtering techniques to improve reconciliation processes and accelerate issue resolution.
Learning Objectives:
• Generate reports that support financial reconciliation activities.
• Modify Profit & Loss reports to meet organizational reporting requirements.
• Utilize filtering techniques within reports and Generic Inquiries.
• Analyze variances and exceptions to improve financial accuracy.
Shane Delacruz
JAMIS Software Corporation
JAMIS Software Corporation
Will Hecht
Application Support Specialist III, JAMIS Software Corporation
Application Support Specialist III, JAMIS Software Corporation
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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
JAMIS Software Corporation
Eric Marshall
JAMIS Software Corporation
JAMIS Software Corporation
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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:
Lisa Ford
Moderator
Technical Support Specialist, JAMIS Software Corporation
Technical Support Specialist, JAMIS Software Corporation
Karri Willeford
Moderator
JAMIS Software Corporation
JAMIS Software Corporation
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Get hands-on with the JAMIS Prime purchasing features most teams leave on the table. This working session walks through PO line Min/Max/Action controls, PO Returns, Change Orders, Requisition Bidding, and Landed Cost — showing how "optional" fields and less-executed processes tighten purchasing controls and sharpen inventory valuation.
Learning Objectives:
Valerie Marchand
JAMIS Software Corporation
JAMIS Software Corporation
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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:
Derek Bross
Distribution Consultant, JAMIS Software Corporation
Distribution Consultant, JAMIS Software Corporation
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In this hands-on session, learn how to use key HR utilities to correct employee history, manage and process pending transactions, and efficiently execute mass changes. This session focuses on keeping data accurate, work flowing, and large updates under control.
Learning Objectives:
Stacey Jankunas
JAMIS Software Corporation
JAMIS Software Corporation
Tana Moberg
JAMIS Software Corporation
JAMIS Software Corporation
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Christine Cohan
JAMIS Software Corporation
JAMIS Software Corporation
Jason Robinson
Moderator
JAMIS Software Corporation
JAMIS Software Corporation
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Learning Objectives -
Arthur Egitto
Director of Distribution & Manufacturing, JAMIS Software Corporation
Director of Distribution & Manufacturing, JAMIS Software Corporation
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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:
Mae Church
JAMIS Software Corporation
JAMIS Software Corporation
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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:
Pat Cumm
Learning and Development Consultant, JAMIS Software Corporation
Learning and Development Consultant, JAMIS Software Corporation
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In this hands on session, participants will build HCM employee workflows, launch them individually and at scale using the new mass workflow utility, and track progress from start to completion—so you know what’s been sent, what’s pending, and what’s done.
Learning Objectives:
Stacey Jankunas
JAMIS Software Corporation
JAMIS Software Corporation
Tana Moberg
JAMIS Software Corporation
JAMIS Software Corporation
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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
JAMIS Software Corporation
Eric Marshall
JAMIS Software Corporation
JAMIS Software Corporation
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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:
Lisa Ford
Technical Support Specialist, JAMIS Software Corporation
Technical Support Specialist, JAMIS Software Corporation
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Jeff Noolas
CEO, JAMIS Software Corporation
CEO, JAMIS Software Corporation
Kristin Ozkilkis
Senior Director of Client Services, JAMIS Software Corporation
Senior Director of Client Services, JAMIS Software Corporation
Dave Sample
Moderator
Vice President of Product Management, JAMIS Software Corporation
Vice President of Product Management, JAMIS Software Corporation
Joe Satlin
Vice President of Technology, JAMIS Software Corporation
Vice President of Technology, JAMIS Software Corporation
John Spirig
Vice President, HCM Product Division, JAMIS Software Corporation
Vice President, HCM Product Division, JAMIS Software Corporation
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A well-designed WBS creates the foundation for effective project planning, execution, and reporting. Learn leading practices of building and maintaining project structures that improve visibility and control.
Learning Objectives:
• Define the purpose and structure of a Work Breakdown Structure.
• Understand leading practices of maintaining WBS elements within JAMIS Prime.
• Analyze project structures for reporting and management needs.
• Apply leading practices for project organization.
Taylor Benson
JAMIS Software Corporation
JAMIS Software Corporation
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Employee benefits management doesn't end with enrollment. Learn how JAMIS Prime HCM supports employees and administrators throughout the entire benefits lifecycle, from initial enrollment through qualifying life events, status changes, and ongoing maintenance activities.
Learning Objectives:
Stacey Jankunas
JAMIS Software Corporation
JAMIS Software Corporation
Tana Moberg
Moderator
JAMIS Software Corporation
JAMIS Software Corporation
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Learning Objectives
Derek Bross
Distribution Consultant, JAMIS Software Corporation
Distribution Consultant, JAMIS Software Corporation
Arthur Egitto
Director of Distribution & Manufacturing, JAMIS Software Corporation
Director of Distribution & Manufacturing, JAMIS Software Corporation
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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
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
Learning & Development Team, JAMIS Software Corporation
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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
Hunton, Andrews & Kurth
Tom Tollerton
Forvis Mazars
Forvis Mazars
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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
JAMIS Software Corporation
Kristin Ozkilkis
Senior Director of Client Services, JAMIS Software Corporation
Senior Director of Client Services, JAMIS Software Corporation
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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:
Derek Bross
Distribution Consultant, JAMIS Software Corporation
Distribution Consultant, JAMIS Software Corporation
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Understanding job cost flow is essential to effective project management and financial visibility. This session explains how costs move through the system and impact project performance.
Learning Objectives:
• Define key job cost concepts and terminology.
• Explain how project costs flow through JAMIS Prime.
• Analyze cost transactions and project impacts.
• Review methods for improving cost visibility and control.
Taylor Benson
JAMIS Software Corporation
JAMIS Software Corporation
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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
JAMIS Software Corporation
Eric Marshall
JAMIS Software Corporation
JAMIS Software Corporation
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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:
Pat Cumm
Moderator
Learning and Development Consultant, JAMIS Software Corporation
Learning and Development Consultant, JAMIS Software Corporation
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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
Hunton, Andrews & Kurth
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Timely communication is critical to employee engagement and organizational efficiency. Discover how automated employee communications can reduce manual effort, improve consistency, and ensure employees receive important information at the right time throughout the employee lifecycle.
Learning Objectives:
Stacey Jankunas
Moderator
JAMIS Software Corporation
JAMIS Software Corporation
Tana Moberg
JAMIS Software Corporation
JAMIS Software Corporation
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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
Eubanks & Associates
Jennifer Eubanks
Eubanks & Associates
Eubanks & Associates
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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
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
Learning & Development Team, JAMIS Software Corporation
Karri Willeford
Moderator
JAMIS Software Corporation
JAMIS Software Corporation
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Description:
System Personalization
Objective:
Shane Delacruz
JAMIS Software Corporation
JAMIS Software Corporation
Channing Palumbo
Advisory Services Consultant, JAMIS Software Corporation
Advisory Services Consultant, JAMIS Software Corporation
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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:
Pat Cumm
Learning and Development Consultant, JAMIS Software Corporation
Learning and Development Consultant, JAMIS Software Corporation
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The HCM experience continues to evolve with new capabilities designed to improve productivity, accessibility, and employee engagement. Explore the latest HCM innovations, including AI-powered features, Universal Translation capabilities, and user experience enhancements that help organizations support a more connected and efficient workforce.
Learning Objectives:
Darlene LaFalce
Moderator
JAMIS Software Corporation
JAMIS Software Corporation
Bradley Toland
Humanic
Humanic
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Follow a customer repair from first phone call to final shipment. This session walks the full transaction trail in JAMIS Prime — Return Material Authorization, receipt into inventory, Repair Production Order, repair processing and inspection, and the return shipment — showing how Sales, Inventory, and Manufacturing connect to create one consistent repair story.
Learning Objectives:
Valerie Marchand
JAMIS Software Corporation
JAMIS Software Corporation
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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
Humanic
Monaca Haley
PeopleTec
PeopleTec
Bradley Toland
Humanic
Humanic
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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:
Mae Church
JAMIS Software Corporation
JAMIS Software Corporation
Miguel Maldonado
Prime ERP Senior Consultant, JAMIS Software Corporation
Prime ERP Senior Consultant, JAMIS Software Corporation
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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
Quality inspection
Derek Bross
Distribution Consultant, JAMIS Software Corporation
Distribution Consultant, JAMIS Software Corporation
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Reporting is more than generating data. It's about delivering actionable information to the right people at the right time. Discover practical reporting techniques, hidden efficiencies, and proven leading practices that help organizations get more value from JAMIS Prime reporting capabilities.
Learning Objectives:
• Identify reporting tools and capabilities available within JAMIS Prime.
• Utilize reporting techniques to improve data visibility and usability.
• Analyze reporting requirements to support business decision-making.
• Apply leading practices that improve report accuracy and effectiveness.
Shane Delacruz
Moderator
JAMIS Software Corporation
JAMIS Software Corporation
Will Hecht
Application Support Specialist III, JAMIS Software Corporation
Application Support Specialist III, JAMIS Software Corporation
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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
Forvis Mazars
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Transform raw data into meaningful business insights through custom dashboards and Generic Inquiries. Learn how to design interactive views that help stakeholders monitor performance, identify trends, and take action more quickly.
Learning Objectives:
• Analyze the downstream impact of DAC, OBS, and burden structure changes.
• Create custom dashboard components using available reporting tools.
• Analyze data trends and performance indicators through visual reporting.
• Apply dashboard design principles that improve user adoption and decision-making.
Shane Delacruz
JAMIS Software Corporation
JAMIS Software Corporation
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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.
Joe Satlin
Vice President of Technology, JAMIS Software Corporation
Vice President of Technology, JAMIS Software Corporation
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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:
Lisa Ford
Technical Support Specialist, JAMIS Software Corporation
Technical Support Specialist, JAMIS Software Corporation
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Learning Objectives
Arthur Egitto
Moderator
Director of Distribution & Manufacturing, JAMIS Software Corporation
Director of Distribution & Manufacturing, JAMIS Software Corporation
Bradley Toland
Moderator
Humanic
Humanic
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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
JAMIS Software Corporation
Faye Rushing
Director of Client Solutions, JAMIS Software Corporation
Director of Client Solutions, JAMIS Software Corporation
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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
JAMIS Software Corporation
Karri Willeford
Moderator
JAMIS Software Corporation
JAMIS Software Corporation
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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
Capitol Presence
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Gain a greater understanding of how Access Rights and Restriction Group work in JAMIS Prime.
Learning Objectives:
Channing Palumbo
Advisory Services Consultant, JAMIS Software Corporation
Advisory Services Consultant, JAMIS Software Corporation
Faye Rushing
Director of Client Solutions, JAMIS Software Corporation
Director of Client Solutions, JAMIS Software Corporation
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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
Learning Objectives
Jill Haynie
Moderator
Senior System Advisory Consultant, JAMIS Software Corporation
Senior System Advisory Consultant, JAMIS Software Corporation
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In today's connected business environment, customers and vendors expect immediate access to the information they need without relying on emails, phone calls, or manual follow-up. This session explores how organizations can leverage Microsoft 365 and SharePoint-based self-service portals to provide secure, real-time access to orders, invoices, inventory, payments, documents, and workflow processes. Attendees will learn how modern portals improve responsiveness, increase transparency, and create a better overall experience for external stakeholders.
Presented by DynamicPoint, this session will demonstrate how organizations can extend the value of their existing Microsoft investment by integrating customer and vendor portals directly with ERP, CRM, and business systems. Discover how secure access, automated workflows, live data visibility, and embedded analytics can reduce administrative burden, strengthen collaboration, and deliver a seamless digital experience for customers, suppliers, and business partners.
Mike Marcin
DynamicPoint
DynamicPoint
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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:
Semond Atkins
Moderator
Director of Support Projects, JAMIS Software Corporation
Director of Support Projects, JAMIS Software Corporation
Debbie Tipps
Moderator
JAMIS Software Corporation
JAMIS Software Corporation
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The purpose of this Focus Group is to gather client input on JAMIS Prime’s proposed GCLM capabilities. It will be structured specifically to get participant feedback on such as contract intake, award setup, funding, modifications, deliverables, compliance requirements, subcontractor coordination, closeout, and the overall connection between contract administration and the financial and project-management processes in Prime. The findings from this session will be used as inputs to inform eventual GCLM product requirements.
Natisha Bryant
Senior Training Manager, JAMIS Software Corporation
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
JAMIS Software Corporation
Dave Sample
Moderator
Vice President of Product Management, JAMIS Software Corporation
Vice President of Product Management, JAMIS Software Corporation
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Learning Objectives
Arthur Egitto
Director of Distribution & Manufacturing, JAMIS Software Corporation
Director of Distribution & Manufacturing, JAMIS Software Corporation
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Join fellow nonprofit and mission-driven organizations for an interactive discussion focused on the unique operational, financial, compliance, and reporting challenges facing the nonprofit sector. This peer-to-peer forum provides an opportunity to share experiences, discuss leading practices, explore evolving organizational needs, and provide feedback on how JAMIS Prime can continue to support grant management, fund accounting, financial transparency, compliance, and organizational growth.
Jill Haynie
Senior System Advisory Consultant, JAMIS Software Corporation
Senior System Advisory Consultant, JAMIS Software Corporation
Eric Marshall
Moderator
JAMIS Software Corporation
JAMIS Software Corporation
Dave Sample
Moderator
Vice President of Product Management, JAMIS Software Corporation
Vice President of Product Management, JAMIS Software Corporation
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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
Xemble Technologies
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Learning Objectives
Arthur Egitto
Director of Distribution & Manufacturing, JAMIS Software Corporation
Director of Distribution & Manufacturing, JAMIS Software Corporation
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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:
Semond Atkins
Moderator
Director of Support Projects, JAMIS Software Corporation
Director of Support Projects, JAMIS Software Corporation
Kathy Martin
Moderator
JAMIS Software Corporation
JAMIS Software Corporation
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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:
Mae Church
JAMIS Software Corporation
JAMIS Software Corporation
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For users seeking to combine JAMIS Prime data with external data sources, the JAMIS Data Warehouse provides Advanced Analytics capabilities including expanded access to organizational data for advanced analysis and business intelligence. Learn how to take your analysis & reporting to the next level by leveraging your JAMIS data warehouse data to support enterprise reporting, insights, and long-term decision making.
Learning Objectives:
• Define the purpose and benefits of the JAMIS Data Warehouse.
• Identify reporting scenarios that benefit from warehouse-based analytics.
• Analyze data relationships that support enterprise reporting initiatives.
• Utilize data warehouse capabilities to extend organizational reporting strategies.
Gehn Fujii
JAMIS Software Corporation
JAMIS Software Corporation
Dave Sample
Moderator
Vice President of Product Management, JAMIS Software Corporation
Vice President of Product Management, JAMIS Software Corporation
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Gather together with other government contractors operating manufacturing environments to discuss the challenges and opportunities unique to project-based manufacturing within the GovCon space. This collaborative forum will explore topics such as production planning, inventory management, procurement, quality control, compliance requirements, material traceability, project manufacturing, and future priorities that can help shape the continued evolution of JAMIS Prime for manufacturing organizations.
Derek Bross
Distribution Consultant, JAMIS Software Corporation
Distribution Consultant, JAMIS Software Corporation
Arthur Egitto
Director of Distribution & Manufacturing, JAMIS Software Corporation
Director of Distribution & Manufacturing, JAMIS Software Corporation
Dave Sample
Moderator
Vice President of Product Management, JAMIS Software Corporation
Vice President of Product Management, JAMIS Software Corporation
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Mobile scanning replaces manual data entry across the manufacturing cycle. This session demonstrates inventory, production, and sales order transactions on a scanner, then ties them together in a single end-to-end scenario — highlighting the speed, accuracy, and traceability gains at each step.
Learning Objectives:
Valerie Marchand
Moderator
JAMIS Software Corporation
JAMIS Software Corporation
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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:
Mae Church
JAMIS Software Corporation
JAMIS Software Corporation
Will Hecht
Application Support Specialist III, JAMIS Software Corporation
Application Support Specialist III, JAMIS Software Corporation
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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
JAMIS Software Corporation
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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
Director of AI Practice, JAMIS Software Corporation
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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:
Chase Kunk
Capital Edge Consulting
Capital Edge Consulting
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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
Director of AI Practice, JAMIS Software Corporation
Joe Satlin
Vice President of Technology, JAMIS Software Corporation
Vice President of Technology, JAMIS Software Corporation
Xemble Technologies
Director of Support Projects, JAMIS Software Corporation
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JAMIS Software Corporation
Distribution Consultant, JAMIS Software Corporation
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Humanic
Senior Training Manager, JAMIS Software Corporation
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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 Software Corporation
JAMIS Software Corporation
Hunton, Andrews & Kurth
Learning and Development Consultant, JAMIS Software Corporation
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JAMIS Software Corporation
Eubanks & Associates
Capitol Presence
Director of Distribution & Manufacturing, JAMIS Software Corporation
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Eubanks & Associates
Technical Support Specialist, JAMIS Software Corporation
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JAMIS Software Corporation
JAMIS Software Corporation
PeopleTec
Senior System Advisory Consultant, JAMIS Software Corporation
READ BIOJAMIS Software Corporation
Application Support Specialist III, JAMIS Software Corporation
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JAMIS Software Corporation
Capital Edge Consulting
JAMIS Software Corporation
Prime ERP Senior Consultant, JAMIS Software Corporation
READ BIOJAMIS Software Corporation
JAMIS Software Corporation
DynamicPoint
JAMIS Software Corporation
JAMIS Software Corporation
Chief Customer Officer (CCO), JAMIS Software Corporation
JAMIS Software Corporation
JAMIS Software Corporation
CEO, JAMIS Software Corporation
Senior Director of Client Services, JAMIS Software Corporation
Advisory Services Consultant, JAMIS Software Corporation
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JAMIS Software Corporation
Vice President of Sales and Marketing, JAMIS Software Corporation
Director of Client Solutions, JAMIS Software Corporation
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Director of AI Practice, JAMIS Software Corporation
READ BIOJAMIS Software Corporation
Vice President of Product Management, JAMIS Software Corporation
Vice President of Technology, JAMIS Software Corporation
Vice President, HCM Product Division, JAMIS Software Corporation
JAMIS Software Corporation
Humanic
Forvis Mazars
Learning & Development Team, JAMIS Software Corporation
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Forvis Mazars
JAMIS Software Corporation

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.

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.

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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