We’ll be using the Brella app to facilitate user networking. Here’s how it works:

What we’ll cover:

• Each attendee creates a profile that includes their role, interests, and topics about which they’d like to network.
• Set the times when you’re available to network.
• The app will suggest other attendees for you to connect with based on your profile. You’ll also be able to view other attendee profiles and match yourself, if you prefer.
• Connect and send networking invites in the app to other attendees. You can also set up open networking sessions that allow other attendees to join.
• The app will assign a table where you can meet up for your networking session.
• We’ll also save some space for casual networking and spontaneous meetings.

Tracks: Platform, Parts, MRO, Finance, AI, Admin
Level: All Levels

The AvSight team will be available for pre-booked and walk up meetings during this time. This includes:

What we’ll cover:

• Product Owners – Have an idea to make AvSight better? We want to hear it! We’re also happy to help with questions around processes and best practices, or ready to just nerd out!
• Customer Support – We’ll be available to assist with questions about the support process or specific issues.
• Professional Services – Want to chat about a customization project, getting started with AvSight Intelligence, or something else? We’d love to chat.
• Finance Specialist – We’re ready to address questions about best practices, compliance, or anything else finance related.
• Implementation – We’re happy to help with any questions or concerns related to your implementation project or the process in general.
• Leadership Team – The entire AvSight leadership team will be at User Group and would love to hear your feedback. Good or bad, it helps us build a better AvSight.
• Accounting Seed – Accounting Seed will be sending representatives from their product team to get user feedback and look for opportunities to improve their platform’s suitability for Aviation.

Tracks: Platform, Parts, MRO, Finance, AI, Admin
Level: All Levels

Have questions about support tickets, upgrades, customizations, or when to involve Professional Services? In this live Q&A session, members of AvSight’s Support, Product, and Professional Services teams will answer common customer questions, share practical best practices, and discuss how to get the best possible results when working with AvSight. We’ll also cover the new Copilot portal, support workflows, and tips for evaluating projects and customization requests.

Who it’s for: All AvSight users will benefit, those with support portal access will find it especially helpful.

What we’ll cover:

• How AvSight Support and Professional Services work and when to use each
• What actually happens after you submit a ticket
• Tips for getting faster responses and better resolutions
• Feature requests, upgrades, and how to use the new Copilot portal
• Common customization mistakes and how to avoid them
• How the Professional Services team can help with projects, automation, workflows, and more

What you’ll leave with:

• A better understanding of how to work effectively with AvSight Support and Professional Services
• Practical tips for submitting stronger tickets and resolving issues faster
• A clearer understanding of the tools, resources, and self-service options available
• More confidence evaluating customization ideas, upgrade decisions, and project requests
• Insight into how AvSight can help, whether you want full project support, guidance for internal teams, or just a second opinion before working with a third party

Tracks: Platform, Parts, MRO, Finance, AI, Admin
Level: All Levels
Presenters: Hannah Myers, Ken Wilson, Terri Vanderschuur, and Ely Ruiz

AI is everywhere and the pressure to adopt it is real. But moving fast without a clear strategy is how aviation companies end up with expensive tools that don’t deliver. In this session, AvSight will share lessons learned from building and running AI agents inside our own business, then open the conversation to what AI readiness actually looks like for aviation companies, what separates organizations that get results from the ones that don’t, where AI creates the most operational value in aviation workflows, how AvSight Intelligence fits in, and what to watch out for as you move forward. At its core, this session is about helping you build a strategy for knowing whether your organization is ready for AvSight Intelligence, and what that readiness actually requires.

Who it’s for: Aviation company leaders, operations managers, IT decision-makers, and anyone shaping their organization’s AI strategy, from early evaluators to those already in the process of adopting AI.

What we’ll cover:

• How to evaluate AI readiness: the data, process, and cultural factors that determine whether your organization is set up to succeed
• What to keep in mind about your data: visibility, access, and quality
• Building a culture that’s ready to adopt AI
• Where AI delivers the most operational value in aviation: quoting, sourcing, routing, follow-up, and beyond
• “Rules first, AI when ready”: what this actually means, and why you don’t have to go all-in on AI (or its price tag) on day one
• How AvSight Intelligence fits into aviation workflows, the lessons we learned building agents for our own business before building them for yours, and examples of how we use it ourselves
• Common pitfalls when implementing AI, from over-automating too fast to underestimating the importance of human control
• Safeguards, security, and compliance: a framework for evaluating any AI tool, not just AvSight’s — what matters, why it matters, and how AvSight Intelligence was built around it
• How AvSight uses and protects your data
• Your data stays yours — we never train our models on it
• Auditable AI: you can see exactly what happened, step by step

What you’ll leave with:

• A clear strategy for assessing whether your organization is ready for AvSight Intelligence, and where to start
• A practical understanding of which aviation workflows are best suited for AI, and why
• Insight into how AvSight Intelligence is built, including the “rules first, AI when ready” approach that keeps your team in control
• Confidence to ask the right questions when evaluating any AI tool, not just AvSight’s
• A realistic view of implementation risks and how to avoid the mistakes that slow teams down or erode trust
• A concrete next step whether that’s a first agent, a readiness conversation, or simply a clearer picture of where AI fits your business

Tracks: Platform, Parts, MRO, Finance, AI, Admin
Level: All Levels
Presenters: Scott Loescher and Fermin Gonzalez

AvSight is always evolving, and the past year has brought a fresh set of features to the parts side of the platform. This session is a guided tour of what’s been added with live demos, real-world use cases, and best practices straight from AvSight’s Product Owner to help you get the most out of what’s new.

Who it’s for: Anyone who works within part sales and wants to stay current on the latest features and how to use them effectively.

What we’ll cover:

• An overview of the new parts features added to AvSight over the past year
• Live demos of key functionality in action
• Use cases and best practices for putting the new features to work
• Tips for incorporating the latest updates into your existing workflows

What you’ll leave with:

• A clear picture of what’s new in AvSight’s parts functionality
• Practical guidance on how to apply new features to your day-to-day work
• Best practices shared directly by AvSight’s Product Owner
• Ideas for getting more value out of the platform right away

Tracks: Parts
Level: All Levels
Presenters: Terri Vanderschuur

Work Orders and Work Packages are at the core of MRO operations in AvSight, and the right admin configuration makes all the difference in how smoothly your team works. This session walks through the latest customization options and settings updates so you can tailor your workflows, reduce friction, and get more out of every work order.

Who it’s for: Maintenance planners and coordinators, operations managers, and AvSight administrators responsible for configuring and managing MRO workflows.

What we’ll cover:

• New and updated Work Order and Work Package admin settings, including warranty expense configuration, BOM allocation controls, and kit template defaults
• MRO Scan Station updates: field selection, tool check-out and check-in, and the new BOM tab
• Mobile Tech enhancements: parts filter updates and workflow improvements for technicians in the field
• Quick Comment updates for Work Orders and Work Packages
• How to use the Import Repair Capabilities option in Work Order Admin

What you’ll leave with:

• A clear understanding of the latest Work Order and Work Package admin settings in AvSight
• Practical knowledge of how to configure these settings to fit your team’s workflows
• Ideas for reducing friction and improving process efficiency across your MRO operations

Prerequisites: Attendees should have a general knowledge of Work Orders and Work Packages in AvSight. Familiarity with Congaree 2 is helpful but not required.

Tracks: MRO, Admin
Level: All Levels
Presenters: Dave Miller

This session takes a look at all things Finance in AvSight. Get an overview of common integrated systems and how to choose; a system-agnostic look at how transactions flow into accounting systems (repair orders, exchanges, inventory, and their journals, TAs, and TAPs); plus compliance and audit implications, built-in safeguards, and audit-readiness strategies.

Who it’s for: Controllers, CFOs, finance leaders and teams, operations managers seeking a better understanding of financial impacts, system administrators responsible for financial configurations and integrations, and executive leadership looking for greater visibility into financial processes.

What we’ll cover:

• Finance fundamentals in AvSight: what makes a transaction financially impactful and how operational transactions become accounting transactions
• Transaction Activities (TAs) and Transaction Accounting Processes (TAPs): how they connect operational processes to your accounting system and follow the financial journey to the General Ledger
• Choosing and integrating an accounting system: an overview of common platforms, key selection considerations, and integration approaches
• Best practices for accurate financials: configuration tips, month-end reconciliation recommendations, and audit readiness strategies

What you’ll leave with:

• A clear understanding of how financial transactions flow through AvSight
• Confidence in how TAs and TAPs support accounting and reporting
• Knowledge of how to evaluate and integrate an accounting platform with AvSight
• Best practices for maintaining accurate financial data, improving reconciliation, and supporting audit readiness

Tracks: Finance
Level: All Levels
Presenters: Ann Martin

AvSight Intelligence is packed with features and knowing where to begin can feel like the hardest part. In this session, we’re getting hands-on: touring what’s live today, sharing real examples of customers already saving hours with Intelligence, showing you exactly how Blueprints get you from decision to live workflow in days, not months, and walking through the security measures that let you move fast without moving recklessly. Whether you’re ready to flip the first switch or still mapping out where to start, you’ll leave knowing exactly what to do next.

Who it’s for: AvSight customers who are interested in using AvSight Intelligence but aren’t sure where to begin or who want a clearer picture of what implementation actually looks like.

What we’ll cover:

• A live walkthrough of AvSight Intelligence features available today: agents, models, and insights across sales, purchasing, operations, and MRO
• Real implementation examples showing how customers have designed workflows around their existing processes
• The one step that separates a fast, confident implementation from a slow or scary one: getting crystal clear on your process and exactly what you want to automate
• How to design your first workflow: starting with the one problem that costs your team the most time
• Blueprints 101: what a Blueprint actually is, how it works, and how importing one gets you running in days instead of months
• Building your first instruction: the basics of the if/then logic behind Intelligence’s automations
• “Rules first, AI when ready”: AvSight’s approach to implementation — starting with clear, deterministic logic and layering in AI only as your confidence grows
• Security, data handling, and compliance: the safeguards built into AvSight Intelligence to keep your data protected and your team in control

What you’ll leave with:

• A clear picture of which AvSight Intelligence features are live today and what each one does
• Hands-on experience navigating the platform yourself, not just a description of it
• Concrete examples of how other aviation businesses have designed and implemented their first workflows
• Clarity on the first step to a successful implementation: knowing your process and what’s worth automating
• A practical starting point for your own implementation, down to how to build your first instruction
• An understanding of how Blueprints can dramatically reduce the time from decision to live configuration
• Confidence in the security and compliance guardrails built into the platform
• A concrete next step, whether that’s a first agent, a workflow design conversation, or a follow-up with your AvSight team

Tracks: Platform, Parts, MRO, Finance, AI, Admin
Level: All Levels
Presenters: Scott, Fermin, & Lisandra Martinez

AvSight Intelligence gives admins powerful tools to build, configure, and manage AI workflows, but success comes from aligning AI with the way your team works. In this session, we’ll take a practical look at AvSight Intelligence from the admin seat, covering how to plan a phased rollout that builds momentum without overwhelming your team, how to design workflows that fit the way your business actually operates, how to surface quick wins that drive companywide buy-in, and what you need to know about admin settings, security controls, and the guardrails that keep your data protected.

Who it’s for: AvSight admins and IT leads who are responsible for configuring, managing, or rolling out AvSight Intelligence in their organization.

What we’ll cover:

• Strategies for phased implementation: where to start, how to sequence features, and how to build strong cross-team adoption
• Getting the right people involved early: how looping in SMEs and process owners leads to stronger adoption and more accurate configurations
• Workflow design principles: writing instructions in plain language, setting up sequenced rules, and knowing when to keep a person in the loop
• Intelligence’s scope is what you define it to be: how admins decide exactly what each agent handles, and how getting clear on your existing processes upfront makes that scoping easier and more accurate
• How to identify and demonstrate quick ROI wins that build trust and accelerate adoption across your organization
• A closer look at admin settings: the Intelligence Console, feature toggles, factor management, and batch processing
• Security and safety measures: data handling, approval gates, activity logging, and full execution traceability
• Governance & Auditability: what data your AI features can access and act on, how that data is isolated, retained, and protected, and how existing AvSight permissions carry over to keep admins in control

What you’ll leave with:

• A phased implementation plan you can adapt for your organization, starting with the features that deliver the fastest value
• A short list of who else in your organization should be at the table before you start configuring
• Practical workflow design strategies grounded in how AvSight Intelligence actually runs instructions
• A clear understanding that Intelligence’s scope is entirely yours to define, and how to define it well
• Tactics for communicating early wins to leadership and end users to drive adoption
• A solid understanding of the admin controls available to you and how to use them confidently
• Clarity on the security, governance, and compliance details admins need, including how to answer the tough, skeptical questions from stakeholders

Tracks: Platform, MRO, Parts, AI, Admin
Level: All Levels
Presenters: Lisandra Martinez

Whether you’re looking to track open quotes, monitor inventory turns, or spot bottlenecks in your repair pipeline, the answers are already in your system — you just need to know how to retrieve them. Part I of this series gets you hands-on with AvSight’s native reporting tools so you can start building your own reports from day one.

Who it’s for: AvSight users who are new to building reports. This session will be especially valuable for those in sales, operations, management or other roles where data access is important.

What we’ll cover:

• The basic objects that reports are built on and how they relate to each other
• Standard report types and when to use each one
• Calculated fields: how to build them and common use cases
• Adding charts to turn raw rows into something scannable at a glance
• Real reporting use cases across sales, inventory, and operations for inspiration

What you’ll leave with:

• A working knowledge of AvSight’s core reporting objects and report types
• The ability to build a calculated field from scratch
• A report with at least one chart that you built yourself during the session
• A list of report ideas relevant to your own role and workflows

Prerequisites: Attendees should have a general familiarity with navigating AvSight and a basic understanding of the data and objects that live in the system, as this will help you get the most out of building reports during the session.

Tracks: Platform, MRO, Parts, Finance, Admin
Level: Beginner
Presenters: Ken Wilson & Jose Jiminez

This foundational session explores how to effectively manage Return Material Authorizations (RMAs) within AvSight to reduce errors, improve turnaround time, and enhance customer satisfaction. We’ll walk through standardized workflows, common pitfalls, and practical strategies to optimize your return processes using AvSight’s capabilities.

Who it’s for: Operations and warehouse managers, customer service teams, finance/accounting professionals, AvSight administrators and system users, and business leaders looking to improve operational efficiency.

What we’ll cover:

• Overview of the RMA lifecycle in AvSight
• Creating and managing RMAs efficiently
• Linking RMAs to sales orders, invoices, and inventory records
• Handling different return scenarios (defective, restock, repair, etc.)
• Best practices for approvals, documentation, and communication

What you’ll leave with:

• A best-practice RMA workflow tailored to AvSight
• Practical tips to reduce errors and processing time
• Better understanding of system features that support returns
• Ideas for improving cross-team coordination
• Actionable steps to implement immediately in your organization

Prerequisites: Attendees should have a basic familiarity with AvSight navigation and interface, an understanding of sales order and inventory processes, and a general knowledge of your organization’s current return procedures.

Tracks: Parts, Finance
Level: Beginner
Presenters: Sebastian Colon & Ann Martin

Keeping materials aligned with active work orders — from sourcing through issuance and return — requires tight coordination between planning, inventory, and operations. This session provides a comprehensive overview of how AvSight streamlines Bill of Materials (BOM) planning, material allocation, and inventory workflows, with a look at the latest system enhancements that improve visibility, traceability, and operational control.

Who it’s for: MRO managers, inventory and warehouse managers, supply chain and procurement teams, operations and planning teams, and AvSight administrators.

What we’ll cover:

• Creating and maintaining accurate Bills of Materials and aligning them with maintenance workflows
• Allocating materials to work orders and jobs
• Updating BOM turn-in inventory line condition codes
• Linking users to BOM and JCBOM objects
• New system enhancements that improve visibility and traceability across the material lifecycle

What you’ll leave with:

• A clear understanding of end-to-end material and BOM workflows in AvSight
• Practical strategies to improve inventory accuracy and efficiency
• Knowledge of new features and how to apply them to your operations immediately
• Improved ability to track parts across warehouse, shop, and field
• Tools to enhance collaboration between operations, inventory, and procurement teams

Prerequisites: Attendees should have a familiarity with BOM structures or work order processes in AvSight.

Tracks: MRO, Finance
Level: All Levels
Presenters: Ana Valenzuela (Dave Miller to support Q&A)

Exchange transactions touch nearly every part of your operation — sales, inventory, finance, and the shop floor all have a role to play, and what happens in one area has real consequences for the others. This session introduces the fundamentals of managing exchange sales workflows in AvSight, from how transactions flow through the system to how costing and margin calculations work, so your team can handle exchanges with confidence and keep profitability intact.

Who it’s for: Sales reps, inventory managers, finance and accounting users, and operations coordinators involved in exchange or aftermarket sales in AvSight.

What we’ll cover:

• What an exchange transaction is and the key terminology every team member should know
• How exchange workflows move through AvSight, from creating sales orders to linking outbound units and incoming cores
• Costing models: standard exchange costing concepts, estimated vs. actual repair costs, and how costing impacts profitability
• Margin protection: understanding margin exposure, setting pricing strategies, and managing late or missing cores
• Core tracking and repair management, including vendor coordination and repair status visibility
• Operational best practices for data accuracy, documentation, and cross-team communication

What you’ll leave with:

• A foundational understanding of exchange sales management in AvSight
• Confidence navigating exchange-related workflows from sale to core return
• Knowledge of how costing and margin protection affect profitability
• Best practices for tracking cores and managing repairs
• A clearer picture of how exchange sales connect sales, inventory, and finance teams

Prerequisites: To benefit fully from this course, attendees should have basic familiarity with inventory and sales order processes. General understanding of aviation aftermarket or repair operations (helpful, but not required) & access to AvSight training or sandbox environment recommended for practice.

Tracks: Parts, Finance
Level: Beginner
Presenters: Sebastian Colon & Terri Vanderschuur

Storage and parking fees are easy to lose track of when you’re focused on the repair itself, but left unmanaged, they become a source of billing gaps and revenue left on the table. This session explores how AvSight’s storage and parking tools help organizations accurately track, manage, and bill for storage activities tied to repair and maintenance workflows.

Who it’s for: MRO maintenance planners and coordinators, billing teams, AvSight admins, and anyone responsible for managing work orders, work packages, or invoicing.

What we’ll cover:

• Common storage and parking challenges in MRO operations, including managing discrepancies between expected and actual arrival dates
• Key functionality, workflow, configuration, and setup of the Work Order Storage Invoicing feature

What you’ll leave with:

• A clear understanding of AvSight’s storage invoicing features
• Practical knowledge to configure and use the tools in your own environment
• Insight into improving billing accuracy and operational visibility
• Strategies to maximize revenue from storage and parking activities

Prerequisites: Attendees should have an intermediate familiarity with AvSight navigation and modules, a working knowledge of work orders and work packages, and a general understanding of invoicing and billing processes.

Tracks: MRO
Level: Intermediate
Presenters: Dave Miller

Building a report is only half the job – the real value comes when those reports live somewhere you’ll actually see them every day. Dashboards turn scattered reports into a single view of what matters, and a customized homepage puts that view right in front of you the moment you log in. This session picks up where Reporting Part I left off and shows you how to make your data work for you, not just sit in a folder.

Who it’s for: Salesforce admins, department managers, AvSight users who would like report visibility.

What we’ll cover:

• An overview of dashboards in AvSight and why they matter for day-to-day work
• Dashboard components and when to use each: charts, tables, metrics, gauges, and other visualizations
• Steps to create a dashboard: choosing data sources, adding components, configuring filters, and setting dashboard properties
• Customizing dashboards with drag-and-drop layout, component sizing, and formatting options
• Best practices for clear, effective dashboards built around the right KPIs
• Dashboard interactivity, including filters, drill-downs, and real-time updates
• Sharing dashboards with your team, including permissions and access controls
• Homepage customization: what can be pinned, rearranged, or added so your dashboards are front and center

What you’ll leave with:

• A dashboard built from your own reports, using a mix of components suited to your data
• The ability to configure filters and interactivity so your dashboard stays useful across teams and time periods
• Best practices for designing dashboards that are clear, relevant, and easy to act on
• A customized homepage with the data most relevant to your role front and center
• The skills to share dashboards with your team and manage who can see or edit them

Prerequisites: Attendance of Reporting in AvSight – Part I or previous reporting experience is recommended. Attendees should come with a working knowledge of AvSight’s core reporting objects and report types, and ideally at least one report already built, since this session builds dashboards directly from reports created in Part I.

Tracks: Platform, MRO, Parts, Finance, Admin
Level: Intermediate
Presenters: Ken Wilson & Jose Jiminez

When your team needs answers about turnaround time, labor utilization, or parts availability, knowing how to pull the right data at the right moment makes all the difference. This session explores how MRO organizations can leverage AvSight’s reporting capabilities to gain operational visibility, track the metrics that matter, and drive efficiency across maintenance and supply chain workflows.

Who it’s for: MRO operations managers, maintenance supervisors, supply chain and inventory managers, finance and business analysts, AvSight administrators, and executives looking for greater operational visibility.

What we’ll cover:

• An overview of AvSight’s reporting capabilities and how they apply to MRO operations
• Key MRO metrics and KPIs to track, including turnaround time, labor utilization, and parts availability
• Building and customizing dashboards for operational visibility
• Best practices for data management and report accuracy
• Practical use cases and real-world examples

What you’ll leave with:

• A clear understanding of how to leverage AvSight’s reporting tools for MRO operations
• A framework for defining and tracking the KPIs most relevant to your team
• Practical ideas for improving operational efficiency through analytics
• Confidence in building and customizing reports and dashboards
• Strategies for aligning reporting with broader business goals

Prerequisites: This is an intermediate to advanced session. Attendees should have a strong understanding of AvSight navigation and interface, as well as solid familiarity with MRO operations, work orders, reports, and dashboards.

Tracks: MRO, Finance, Admin
Level: Intermediate/Advanced
Presenters: Dave Miller & Ely Ruiz

For sales reps, the biggest drain on productive time isn’t the work that requires skill — it’s everything that happens before the real work begins. Reading RFQ emails, re-keying part numbers, figuring out who should handle which quote, and trying to remember what you know about a customer before you pick up the phone. Part I of this three-part series focuses on the front end of the sales process: using Account Insights to walk into every customer conversation with a clear, current picture of the relationship, and using Smart Inbox and the Routing Agent to eliminate the manual intake work that slows your team down before a single quote gets built.

Who it’s for: Sales reps, account managers, and sales leads who handle inbound RFQs and manage customer relationships in AvSight.

What we’ll cover:

• Account Insights: how Intelligence reads a customer’s full history and surfaces relationship health, growth trends, performance reliability, alignment, and risk right on the account record
• How to read the five indexes together and use them to prioritize where your team’s time goes
• Smart Inbox: how inbound RFQ emails become pre-populated Customer Quotes automatically, including emails with attachments
• The Routing Agent: how quotes get assigned to the right rep or queue by rules you set, so urgent requests never land on the wrong desk
• Real use cases showing what the intake flow looks like end to end
• How to write your first routing instructions and what factors are available to reason over

What you’ll leave with:

• A working understanding of Account Insights and how to use the five indexes to have better, more informed customer conversations
• A clear picture of how Smart Inbox and the Routing Agent work together to eliminate manual intake work
• Practical guidance on how to design routing rules that match how your team actually operates
• Confidence that the agents keep your team in control — nothing routes or assigns without rules you set
• A strong foundation for Parts II and III, where the quote gets built, sent, followed up, and fulfilled

Tracks: Parts, AI, Admin
Level: All Levels
Presenters: Garrison France & Lisandra Martinez

An advanced deep dive into owner codes, consignments, RMAs, and exchanges, focusing on special use cases and tricky situations. Attendees should have a solid grasp of the basics; less experienced attendees should first attend the foundational RMA and exchange sessions.

Who it’s for: Experienced AvSight users in inventory management, operations, purchasing and procurement, accounting and finance, and system administration who regularly navigate complex ownership and inventory transactions.

What we’ll cover:

• Repair Orders and Warranty RMAs: managing warranty repairs, vendor replacements, and cost variances without distorting inventory costs
• Owner Code challenges: transferring inventory between owner codes, receiving replacement inventory correctly, and preventing ownership and valuation issues
• Consignment and program inventory: reverse consignments, recurring fees, customer consumption tracking, and managing agreed-upon pricing
• Complex exchange scenarios: warranty exchanges versus standard exchanges, costing implications, and common workflow pitfalls
• Exchange Part Writedowns (EPWs): how to handle part value adjustments during exchange transactions and the inventory and accounting implications that follow
• Reporting challenges, real-world examples, and open discussion of audience-submitted tricky situations

What you’ll leave with:

• Practical solutions to challenging inventory, ownership, and repair scenarios
• Best practices for maintaining inventory accuracy and financial integrity across complex transactions
• A clearer understanding of how different organizations handle difficult workflows
• Ideas for improving operational consistency and reducing manual corrections
• Answers to your own advanced questions through live discussion and expert guidance

Prerequisites: Attendees should have a solid grasp of standard workflows for Owner Codes, RMAs, Repair Orders, and Exchanges before attending. This session focuses on exceptions, edge cases, and best practices rather than foundational functionality — less experienced users are encouraged to attend the foundational RMA and exchange sessions first.

Tracks: Parts, Finance, Admin
Level: Advanced
Presenters: Terri Vanderschuur & Ann Martin

When automation is configured well, your team spends less time on manual entry and more time on the work that actually requires their expertise. This session focuses on how to leverage AvSight’s automation capabilities to standardize maintenance operations, reduce manual effort, and keep your team coordinated in real time.

Who it’s for: Maintenance coordinators, operations and production managers, inventory and planning personnel, and system administrators.

What we’ll cover:

• Reducing manual entry and errors through automation
• Standardizing repeatable maintenance processes, assigning tasks, and sequencing work
• Identifying and logging delays in real time
• Trigger-based alerts and internal notifications to improve cross-team communication

What you’ll leave with:

• Practical knowledge of automating MRO workflows in AvSight
• Tools to standardize and scale maintenance operations
• Improved ability to track and reduce delays
• Strategies to enhance communication and accountability across teams
• Actionable ideas to optimize your current processes

Prerequisites: Attendees should have a solid understanding of work orders and maintenance processes, as well as experience with existing maintenance workflows in AvSight.

Tracks: MRO, Finance, Admin
Level: Intermediate
Presenters: Dave Miller & Ely Ruiz

Access control in AvSight shapes everything a user can see, edit, or act on across the system. This session takes a comprehensive look at permission sets: how they’re structured, best practices for customizing them well, and a few common pitfalls worth knowing about along the way.

Who it’s for: Anyone that assigns permissions, including administrators and IT professionals.

What we’ll cover:

• The structure of permission sets and how they layer with profiles and other access controls
• Best practices for customizing permission sets to fit specific roles or teams
• A few common pitfalls to watch for, and how to avoid them
• How to review and fine-tune access as your organization evolves

What you’ll leave with:

• A clear understanding of how permission sets function in AvSight
• A framework for customizing permission sets to match your organization’s roles
• Practical tips that help you get access configuration right from the start
• The confidence to fine-tune access as roles and teams change

Prerequisites: Attendees should come with a working knowledge of admin and basic security settings in AvSight, as this session builds on those fundamentals to go deeper into permission set configuration.

Tracks: Platform, MRO, Parts, Admin
Level: Intermediate
Presenters: Matt Myers & Jose Jiminez

MRO operations run on precision, coordination, and speed, and AvSight Intelligence is built to support all three. In this session, we’ll take a deep dive into the AI functionality designed specifically for MRO workflows: see how the Work Order Agent can act as a personal assistant across the entire job, and how Work Order Insights helps flag at-risk jobs before they become customer calls.

Who it’s for: MRO leaders, production planners, technicians, and shop personnel responsible for managing work orders, coordinating jobs, and keeping customers informed from open to closeout.

What we’ll cover:

• See how the Work Order Agent can help with quoting, technician assignment, planning, approvals, and material coordination all from within the job
• See how Work Order Insights can help you catch at-risk jobs early, before they turn into customer calls
• See how Intelligence can help improve customer communication: automated updates that are simple, deterministic, and one of the easiest places to start — similar to how the quoting agent handles expendables
• How Intelligence keeps your team in control: approval gates, review checkpoints, and the human handoffs built into every workflow
• Security, data handling, and compliance considerations specific to MRO operations

What you’ll leave with:

• A clear understanding of what the Work Order Agent and Work Order Insights can do
• Concrete examples of how MRO workflows can be redesigned around AI-assisted coordination
• Confidence in how AvSight Intelligence handles sensitive job data and keeps your team in the decision seat
• A practical sense of where to start with Intelligence in your MRO operation and what a phased rollout could look like
• A direct line to follow-up with the AvSight team on configuration, implementation, or next steps for your shop

Tracks: MRO, AI, Admin
Level: All Levels
Presenters: Lisandra Martinez & Dave Miller

Some questions need more than a single report to answer — they live across multiple objects, span your whole pipeline, or call for a level of nuance standard report types weren’t built for. Part II goes beyond the fundamentals and into the advanced reporting techniques that let you answer the harder questions your business is actually asking.

Who it’s for: Sales reps, inventory managers, ops leads, and admins who’ve built basic reports in AvSight and are ready to tackle more complex, multi-object reporting needs.

What we’ll cover:

• Advanced report types and when each one is the right fit
• Joined reports and how to combine data from multiple report types into one view
• Strategies for multi-object reporting across related parts of AvSight
• Known reporting limitations and practical workarounds
• Business cases where advanced reporting earns its complexity

What you’ll leave with:

• The ability to build a joined report combining multiple data sources
• A strategy for approaching multi-object reporting in your own workflows
• Awareness of AvSight’s reporting limitations and how to work around them
• A set of advanced reporting use cases you can apply to your own role

Prerequisites: Attendance of Reporting in AvSight – Part I is strongly recommended. Attendees should have a working knowledge of AvSight’s core reporting objects, standard report types, and calculated fields, as this session builds directly on those foundations.

Tracks: Platform, Parts, MRO, Finance, AI, Admin
Level: Advanced
Presenters: Jose Jiminez & Ken Wilson

Teardowns and large inventory acquisitions move fast, and keeping everything accurately tracked from acquisition through disassembly requires the right workflow from the start. This session walks through how to use the Manifests module in AvSight to manage teardown repair orders and purchase orders with the operational control and traceability your team needs.

Who it’s for: Operations and teardown teams, procurement staff, inventory controllers, warehouse personnel, and anyone involved in bringing large inventory into AvSight through teardowns, bulk purchases, or consignment.

What we’ll cover:

• What manifests are, how they fit into teardown repair order and purchase order workflows, and key terminology to know
• How teardown repair orders and purchase orders are created, structured, and linked to inventory, assets, and manifests
• Manifest reconciliation: understanding expected versus actual inventory and tracking discrepancies
• Mobile receiving: how mobile tools support teardown and receiving workflows and reduce manual entry errors
• Operational best practices for standardizing workflows, documentation, and cross-team coordination

What you’ll leave with:

• A clear understanding of the teardown repair order, purchase order, and manifest workflows in AvSight
• Confidence in tracking parts and inventory accurately from receipt through disassembly
• Best practices for reducing errors and keeping teardown workflows running efficiently
• A better understanding of how mobile receiving fits into the process

Tracks: Parts
Level: All Levels
Presenters: Ana Valenzuela & Sebastian Colon

Once an RFQ is assigned, the real work begins: declining lines, making offers, pricing rotables, deciding whether to send or hold, then following up days later. Much of that time is really just data entry — pricing, sourcing, building the quote, logging follow-ups. Part II goes deep on the Quote Agent, powered by the Pricing Model and Source of Supply Model, and the Follow-Up Agent which takes those repeatable calls off your plate so reps can focus on the deals that need them.

Who it’s for: Sales reps, account managers, and sales leads who are responsible for building, sending, and following up on customer quotes in AvSight.

What we’ll cover:

• The Quote Agent: how it evaluates every line (No Quote, Make Offer, price) and every quote (auto-send vs. hold for review) using instructions you write in plain language
• The Pricing Model: how deterministic rules like contract pricing run first, and how the AI handles rotables and market-driven lines where no rule applies
• The Source of Supply Model: how the agent searches inventory, purchase orders, and repair orders so your rep reviews a finished quote instead of building one from scratch
• The Follow-Up Agent: how to build follow-up sequences that run automatically on a schedule, check whether the customer responded, and close the loop without anyone having to remember
• Real use cases: what the full quote-to-send flow looks like for a tier-1 airline versus a low-volume broker account
• How approval gates and the AI Review Queue keep a senior rep in control of the quotes that matter most
• A live walkthrough of the whole process, start to finish, showing how everything covered above flows together end-to-end

What you’ll leave with:

• A clear understanding of how the Quote Agent evaluates lines and quotes and how to write instructions that match your pricing and response policies
• Practical knowledge of how the Pricing Model and Source of Supply Model work together to price and source lines automatically
• A ready-to-use framework for building follow-up sequences by customer type that stop quotes from going cold
• Confidence in where human oversight fits and how to configure exactly where the agent pauses for a person
• The skills to connect Part I’s intake flow with Part II’s quoting flow into a seamless, end-to-end process

Prerequisites: Attendance of Part I is strongly recommended. Attendees should have a working understanding of how Smart Inbox creates Customer Quotes and how the Routing Agent assigns them, as Part II picks up directly where that flow ends. Familiarity with Customer Quotes, quote lines, part conditions, and pricing concepts in AvSight will help you get the most out of this session.

Tracks: Parts, AI, Admin
Level: All Levels
Presenters: Garrison France & Lisandra Martinez

An AvSight admin is a great asset to any team, but more often than not, small businesses just don’t have the manpower for a dedicated admin. But never fear, with a few basics under your belt, anyone can manage an AvSight org. This session walks through the admin basics every small business needs and points you toward resources to keep learning beyond the session.

Who it’s for: Small business owners, ops leads, or anyone who’s landed informal admin responsibilities for their AvSight org without a dedicated admin role.

What we’ll cover:

• Setting up users, assigning licenses, and managing permissions in Salesforce
• AvSight-specific resources like Copilot, Knowledge Base articles, and built-in processes
• Where to go when you hit something you don’t know how to handle
• A roadmap of further learning resources for building your admin skills over time

What you’ll leave with:

• The ability to set up a new user and assign the right license and permissions
• A working list of AvSight-specific resources for day-to-day admin questions
• Familiarity with general Salesforce admin fundamentals
• A clear path for continued learning as your admin needs grow

Tracks: Platform, MRO, Parts, Admin
Level: Beginner
Presenters: Matt Myers & Ken Wilson

Learn how to ensure quality and compliance in receiving, shipping, and distribution through effective incoming and outgoing inspections, accurate cycle counts, export compliance, and tracing inventory movements. Explore best practices to minimize errors, maintain regulatory compliance, and protect product integrity across your operations.

Who it’s for: Distribution and warehouse staff, quality assurance personnel, compliance officers, supply chain coordinators and managers, and AvSight admins.

What we’ll cover:

• Incoming inspections: verifying product quality before entry into inventory, reviewing documentation and compliance requirements, and capturing results in AvSight
• Outgoing inspections: ensuring products meet standards before shipment, validating certifications and shipment accuracy, and reducing shipping errors through standardized checks
• Cycle counts and inventory accuracy: maintaining inventory accuracy, identifying variances, and building consistent inventory control processes
• Inventory traceability and compliance: linking transactions to inventory changes, improving visibility into inventory movement, and supporting audit readiness
• Quality and compliance best practices: minimizing errors, maintaining product integrity, and coordinating across warehouse, quality, and compliance teams
• Export compliance: Customer and Vendor Screening, Item Classification, Country Restrictions

What you’ll leave with:

• Practical approaches to improve quality control and compliance in your operations
• Tools and methods for accurate inspections, cycle counts, and inventory movements
• Strategies to enhance accountability, reduce risk, and ensure regulatory adherence

Tracks: Parts, Finance, Admin
Level: All Levels
Presenters: Terri Vanderschuur & David Smith

Managing leases accurately in AvSight means knowing the workflows, the milestones, and where leasing differs from other transaction types before the edge cases catch you off guard. This session walks through best practices for leasing operations in AvSight, from setting up agreements to tracking assets and staying on top of the latest module enhancements.

Who it’s for: Leasing and asset managers, finance and accounting teams, operations managers, sales, admin, and management teams.

What we’ll cover:

• An overview of the leasing module, recent enhancements, and how leasing integrates with broader sales and operations workflows
• Lease lifecycle management: creating and setting up lease agreements, managing key milestones like billing, renewals, and returns, and ensuring accuracy throughout
• Asset tracking and utilization: monitoring availability, assignment, and status of leased assets to reduce gaps or conflicts in allocation
• Leasing versus other workflows: understanding when leasing is the right transaction type and how that choice impacts billing and reporting

What you’ll leave with:

• A solid understanding of leasing workflows in AvSight
• Practical best practices to improve lease management efficiency
• Awareness of new features and how to leverage them
• Better control over lease tracking, billing, and asset utilization
• Strategies to handle real-world leasing scenarios

Tracks: Parts, Finance
Level: All Levels
Presenters: Sebastian Colon & Terri Vanderschuur

Winning the quote is only half the job. What happens between “approved” and “shipped” is where deals get delayed, inventory gets missed, and customers start calling. Part III of this three-part series focuses on closing that gap, where your rules stop just generating reports and start driving action: the Sales Agent handles inventory allocation and order fulfillment automatically once a quote is approved, and the Docking Agent turns a photo of a packing list into a fully populated receiving record. This session also ties the entire three-part series together with a full end-to-end workflow walkthrough and a practical discussion of guardrails, safeguards, and how to maintain the right level of human control as you scale AI across your sales process.

Who it’s for: Sales reps, sales ops, and anyone involved in the handoff from a won quote to order fulfillment, especially those whose team feels the friction between closing a deal and getting the parts out the door.

What we’ll cover:

• The Sales Agent: how it automatically allocates inventory, suggests alternatives when stock is gone, generates release and pick tickets, and manages approval workflows after a quote is approved
• Document Sharing and Approvals: how customers review and approve quotes and work orders from a single link, with cert and trace paperwork attached
• Quote to cash: how Parts I, II, and III connect into one continuous flow — RFQ in, quote built and priced, approved, order created, inventory allocated, release generated
• The Docking Agent: how a photo of a packing list becomes a matched, fully populated receiving record, and where your team’s physical validation still belongs
• Guardrails and safeguards: how to design workflows that scale without losing control, including approval gates, activity logging, and knowing which decisions should always stay with a person
• How to evaluate your own sales process for AI opportunities and sequence your rollout for maximum impact

What you’ll leave with:

• A clear understanding of how the Sales Agent closes the fulfillment gap after a quote is won
• A complete picture of the full AvSight Intelligence sales workflow, from inbound email through fulfillment, and how each agent hands off to the next
• Practical strategies for designing guardrails that protect your team’s judgment without slowing down the work AI should be doing
• A prioritized rollout plan for your own sales operation, grounded in where the biggest time and revenue leaks are today
• The confidence to champion AI adoption with your team, knowing exactly what the agents do, what they don’t do, and where people stay in control

Prerequisites: Attendance at Parts I and II is strongly recommended. Part III assumes familiarity with the full intake-to-quote flow covered in the first two sessions. A general understanding of how sales orders, inventory allocation, purchase orders, and receiving work in AvSight will also be helpful.

Tracks: Parts, AI, Admin
Level: All Levels
Presenters: Lisandra Martinez & Garrison France

AvSight is packed with tools designed to make parts sales faster and more efficient, but not every feature gets the attention it deserves. This session shines a light on the features your team may not be using yet, and shows you how to put them to work.

Who it’s for: Sales reps, account managers, and operations who work with parts in AvSight and want to get more out of the tools already available to them.

What we’ll cover:

• Workspaces: how to use them to streamline your parts sales workflow
• Process dashboards: getting visibility into where things stand across your pipeline
• Mobile features: what’s available on mobile and how it supports parts sales in the field
• The hierarchy tab: what it shows and why it matters for managing parts

What you’ll leave with:

• A working knowledge of several underutilized features and how they apply to your day-to-day work
• Practical ways to incorporate these tools into your existing parts sales workflows
• A clearer picture of what AvSight can do that you may not have explored yet

Tracks: Parts
Level: All Levels
Presenters: Terri Vanderschuur

AvSight’s MRO capabilities are continuously evolving, and staying current on the latest features means your team is always working with the best tools available. This session walks through the newest additions to AvSight’s MRO functionality, with practical guidance on how to get the most out of them.

Who it’s for: Anyone who works in or around MRO operations in AvSight and wants to stay current on the latest features and how to apply them.

What we’ll cover:

• An overview of newly released MRO features in AvSight
• Live demonstrations of key functionality in action
• Practical guidance on how to incorporate new features into your existing workflows
• Tips for getting the most out of the latest updates

What you’ll leave with:

• A clear picture of what’s new in AvSight’s MRO functionality
• Practical guidance on how to apply new features to your day-to-day work
• Ideas for getting more value out of the platform right away

Tracks: MRO
Level: All Levels
Presenters: Dave Miller

Every company has a business strategy, but have you ever thought about your AvSight strategy? Having a clean system improves security, reduces errors, and supports efficient workflows. In this session, we’ll take a look at the daily and weekly habits that keep an AvSight instance healthy and running the way it should.

Who it’s for: AvSight admins and anyone responsible for day-to-day platform upkeep including user management, data quality, automation health, or release deployment.

What we’ll cover:

• User and security management: adding and removing users, profile and permission set best practices, and monitoring login history and platform updates
• Data quality and governance: required fields, picklist governance, naming conventions, and duplicate prevention
• Automation health checks: reviewing flows, validation rules, approval processes, and scheduled jobs to catch issues before they impact users
• Release readiness: reviewing release notes, testing in sandbox, documenting changes, communicating updates internally, and deploying to production

What you’ll leave with:

• A checklist of daily and weekly admin tasks to build into your routine
• Best practices for managing users, permissions, and connected apps
• A process for staying on top of system changes and platform updates
• A clearer sense of what a healthy, well-maintained AvSight instance looks like

Tracks: Platform, MRO, Parts, Admin
Level: All Levels
Presenters: Ann Martin & David Smith

Your input is what makes AvSight better and better with each version. These sessions, hosted by our product owners, will discuss what’s ahead for future releases and give you the opportunity to share your feature ideas and current challenges. We’ll also have a member of the Accounting Seed product team looking for ideas and feedback.

What we’ll cover:

• Parts Roadmap
• MRO Roadmap
• Accounting Seed Roadmap

Tracks: Platform, MRO, Parts, Finance, Admin
Level: All Levels

Roundtables are relaxed small group sessions designed for conversations and idea exchange. Each session will have an expert moderator to answer questions and guide the discussion. Many topics will be offered, but current suggestions include:

What we’ll cover:

• Accounting Seed – Common Challenges
• QuickBooks Integration – Common Challenges
• Building User Training Programs
• Troubleshooting in AvSight
• PO Improvements Focus Group

What other topics would you like to see?

Tracks: Platform, MRO, Parts, Finance, Admin, AI
Level: All Levels