Agenda

Join us for industry insights, networking opportunities, and proven strategies to take your business to the next level.

A Must-Attend Event for Asure Reseller Partners

Our EVOLVE 2024 conference will deliver a robust mix of strategic insights and practical sessions, all with a common aim to help you drive growth and boost efficiency. Our agenda includes a mix of strategic and hands-on sessions so we encourage you to bring multiple team members from your organization. A detailed agenda will session titles and descriptions be posted in the coming weeks.

Session Topics

See what insights are in store across our General, Strategic and Tactical sessions at EVOLVE 2024. Expand the session categories below using the + sign to view the session topics and descriptions.

General Sessions

	Chairman’s Address Asure Chairman and Chief Executive Officer Pat Goepel will kick off our conference with insights on how Asure’s strategy continues to evolve to align with the broader HCM market.
	Marketplace Strategy Unlock new opportunities, increase customer satisfaction, and strengthen your position as a trusted advisor in the payroll and HR space. Discover how our strategic alliances with leading providers in the payroll and HR industry can add value for your customers and expand your offerings portfolio to meet their evolving needs. From payment innovations to streamlined compliance to benefits and wellness, our partners offer a wealth of resources to complement and augment your HCM offerings. Learn about the expanding Asure Marketplace strategy can empower you to deliver exceptional value and drive growth.
	Technology Roadmap In this session, we’ll unveil Asure’s HCM technology roadmap, which includes cutting-edge interfaces, AI-driven developments, and transformative technologies engineered to empower our payroll provider customers to thrive in an ever-evolving market. Discover how our innovative solutions can enhance efficiency, accuracy, and agility in payroll processing, positioning your organization for unparalleled competitiveness and success. From seamless integrations to intelligent automation, we’ll showcase the tools and capabilities that are poised to revolutionize how you operate and deliver value to your clients.
	MTL & Evolving Payroll Legislation In this session, we’ll examine how state legislators are recognizing, adopting and enforcing money transmission laws and how the evolving legislation impacts payroll processing companies. Regulatory Compliance Counsel Chris Bell will share why a payroll processing servicer needs a money transmission license and what that entails as clients’ needs span across multiple states. He will also cover some of the detailed requirements and critical steps for obtaining and keeping a license, along with ways to position your organization to maintain compliance.
	HR Compliance Explore the critical importance of HR compliance in today’s ever-evolving regulatory landscape and how Asure’s HR professionals can help your customers navigate these complexities effectively. From basic compliance audits to advanced regulatory consulting, our affordable subscription levels give small businesses access to the expertise of certified HR professionals equipped to guide and support the adherence to the latest employment laws, regulations, and industry standards.
	Closing/Asure Executive Panel Hear from Asure senior leaders in an unscripted, interactive session where we’ll provide answers to your questions.

Strategic Sessions

	Real-Time Payments & Treasury Compliance Powered by JP Morgan, the new Asure Treasury Compliance Services offer unparalleled data privacy and security through bank account tokenization and AWS Central Monitoring. This session offers an in-depth overview of how these services can offer a new level of financial compliance and security for your organization. Seamlessly integrate ACH agreements and ensure compliance with rigorous anti-money laundering protocols and Know Your Customer procedures available through Treasury Compliance Services. Navigate state licensing requirements effortlessly, managing everything from obtaining licenses to compliance with bonding and asset regulations. Streamline your financial operations with efficient banking and money movement services, from impounding client funds to remitting taxes.
	The Sales & Marketing Playbook Learn how to elevate the payroll sales conversation to offer increased value across your prospect’s HCM needs. Leverage proven Marketing strategies to drive awareness and preference for your business. Asure sales and marketign leaders will share how to unlock the power of content marketing to keep your business top of mind for prospects.
	Employee Self Service & Asure ID Harness the power of the innovative new Employee Self-Service (ESS). In this session, we’ll explore how to empower your workforce with easy access to essential functions such as viewing pay stubs, accessing W-2 forms, and updating personal information including addresses. Discover how this innovative ESS tool works in conjunction with Asure ID to streamline administrative processes, saving valuable time and resources for both employees and managers.
	The Best Time to Offer 401(k) The Secure Act 2.0 has key implications for small businesses launching 401(k) plans. In this session, we’ll navigate the latest retirement legislation and explore how your small businesses customers can take advantage of them. We’ll also showcase the new Asure 401(k) plans that enable small businesses to attract and retain top talent while managing costs effectively. Gain valuable insights into offering 401(k) plans tailored to the unique needs and budget constraints of your customers.
	Best Practices for Maximizing PTM In this session, we’ll take a deep dive into the essential functions of the Payroll Tax Management solution to help you maximize efficiency for tax filing, generating tax forms, and maintaining compliance with ever-changing tax regulations. Explore best practices for configuring PTM to align with your organization’s unique needs and requirements. Gain practical insights into optimizing workflows, ensuring data accuracy, and leveraging built-in reporting tools to track tax liabilities and obligations.
	Safeguard Against Payroll Breaches Learn how to protect your organization from data breaches in payroll processing. Discover actionable strategies and best practices for protecting sensitive payroll data, including encryption techniques, access controls, and employee training initiatives. Gain valuable insights into the latest threats facing payroll systems and learn how to proactively mitigate risks to safeguard your organization’s financial and reputational well-being.
	Employee Wellness Solutions Empower your customers to enhance employee well-being and foster a culture of health and productivity in the workplace. With Asure’s comprehensive portfolio, you can offer your customers the value of streamlined benefits administration, personalized wellness experiences, and compliance. In this session, we’ll showcase options to expand your portfolio with benefits ranging from health insurance and retirement plans to wellness initiatives.
	AI & Future of HCM Technololgy What’s next for the Asure HCM suite of solutions? In this session, we’ll take a closer look at the next evolution of our payroll and HR platforms and how the intuitive interfaces and enhances functionality can take your operations to the next level.

Tactical Sessions

	ESS How-To In this tactical session, we’ll walk through how to set up your system to take full advantage of the new Employee Self Service and prepare for other upcoming advancements. Learn best practices for implementing and using ESS effectively, ensuring maximum engagement and adoption across your organization.
	Boosting Efficiency for Tax Filing Delve into the intricacies of Payroll Tax Management and how you can transform the way you approach tax compliance. See what sets the PTM solution apart from traditional tax filing methods, delivering unparalleled efficiency and a user-friendly interface. Learn how you can streamline the process of performing functions associated with payroll tax filing, from accurate calculations to timely submissions. Whether you’re a seasoned tax professional or a novice in the field, this session promises invaluable insights and actionable strategies to elevate your tax filing experience to a new level of efficiency.
	Optimizing Your PTM Solution In this session, we’ll outline how to optimize advanced features in PTM to improve accuracy, efficiency, and compliance for your payroll tax management. We’ll discuss how Asure PTM leverages A2A integration to help you streamlines the process of calculating payroll taxes, preparing tax forms like Form 941 — the quarterly tax form used to report income taxes and withholdings — and filing them with the appropriate tax authorities.
	Asure ID: Demo and Walkthrough, SB User Prep Explore our newly release Asure ID, the new identity management solution tailored for roles-based access to our payroll software. In this technical session, we we’ll navigate the intricacies of setting up and configuring Asure ID for your organization’s specific needs. Learn how this solution empowers administrators to effortlessly assign and manage user roles, ensuring granular control over access privileges while bolstering security protocols. Learn best practices for adding and provisioning users, optimizing efficiency and minimizing errors in the process.
	Advanced Reporting and Gen BI Discover the future of payroll reporting with innovative new capabilities powered by Gen BI. In session, we’ll guide you through an immersive exploration of how this innovative integration revolutionizes reporting within Asure’s payroll software. Explore the dynamic features and functionalities that Gen BI brings to the table, from advanced analytics to customizable dashboards, enabling unparalleled insights into payroll data. Learn how to leverage this powerful tool to unlock actionable intelligence, streamline decision-making processes, and drive organizational success.
	API Strategy & the Asure Marketplace Join us to learn about Asure’s robust API strategy that seamlessly connects data to enhance partnerships and add value for your customers. In this engaging session, we’ll delve into the intricacies of API integration and its transformative potential in fostering strategic alliances with products that complement your offerings. Discover how leveraging APIs can unlock a wealth of data, enabling you to deliver personalized and integrated experiences that elevate customer satisfaction and drive business growth. Explore real-world examples of successful API partnerships and learn best practices for implementing and optimizing your own API strategy.
	The Transformative Power of Generative AI Learn how Asure is harnessing the transformative potential of AI through partnership with AWS and their new Generative AI Innovation Center, which connects AWS AI and ML experts with development teams like Asure’s, empowering us to envision, design, and launch new generative AI products and features. Applying these technologies to our development allows us to optimize workflows, enhance user experiences, and make innovative ideas a reality faster and more effectively.
	Tax & Artificial Intelligence Explore how the transformative power of AI is revolutionizing efficiency and accuracy in the tax preparation process. In this dynamic session, we’ll delve into how AI technologies are reshaping the landscape of tax filing, streamlining workflows, and enhancing productivity for tax professionals and individuals alike. Discover how AI-driven algorithms automate mundane tasks, such as data entry and classification, while also providing intelligent insights and recommendations to optimize tax strategies and maximize deductions. Explore real-world examples of how AI for Asure’s PTM solution can deliver tangible benefits from reduced processing times to improved accuracy and compliance.
	Digital Security: Protecting Sensitive Information Learn how to safeguard your organization’s security in an increasingly digital world. In this session, we’ll explore the crucial aspects of protecting your organization from cyber threats, including phishing attacks and digital security vulnerabilities. Discover practical strategies and best practices for identifying and mitigating phishing attempts, arming you with the knowledge to thwart malicious actors and safeguard sensitive information. Explore the latest advancements in digital security technologies and learn how to implement robust security measures to defend against cyber threats.

Program Agenda

The Evolve conference kicks off the evening of Tuesday, June 4 with a Welcome Reception. Wednesday and Friday will feature full-day sessions on a wide range of industry and business topics to help you maximize your investment and grow your business. We’ll also build in plenty of time to connect with Asure experts, partners, and each other. Our program concludes at noon on Friday, June 7.

We look forward to seeing you in Austin!