Connections: The offical publication of Applied Client Network

Operations & Managerial Alliance Meeting
Virtual Networking

Operations & Managerial Alliance Meeting

When

Date: August 20, 2026
Time: 11:00 p.m. - 12:00 p.m. (CST)

Agenda

Customizing Auditing Reports in Applied Epic: An Interactive Workshop

Building on the Operations & Managerial Alliance’s Q2 discussion around auditing best practices, this interactive workshop takes the next step by focusing on the practical "how-to" of creating and customizing auditing reports in Applied Epic.

Walk through two live use cases with Applied's Med Frezghi, Associate Consultant, to gain a better understanding of how to customize filters, refine report criteria, and build more effective auditing tools. The concepts and best practices shared during the session can be applied across a variety of auditing and reporting needs, helping you improve visibility, consistency, and accountability in your agency’s workflows.

Come prepared to engage, ask questions, and learn alongside your peers in this hands-on session designed to help you get even more from Applied Epic Reports.

Have a question already? Let us know here or in your registration to get the conversation started.

Registration

FREE for ALL ACN Members!

The dial-in number and link will be included in the registration confirmation email.

What is an Alliance Meeting?

Member Alliance meetings are virtual gatherings for ACN members of like-personas, designed to promote networking and information sharing across North America. Please note that Alliance meetings are not recorded.

Meeting Contact

Courtney Anderson
coanderson@acrisure.com