When
Date: Tuesday, August 25, 2026
Time: 12:00 p.m. - 1:30 p.m. (CST)
Agenda
Is Your Data Ready for Applied Recon or Dashboards?
Join the Accounting & Finance Alliance for an informative conversation about auditing data integrity in Epic. The Alliance will be joined by Sue Good of Alexant, who will share best practices for auditing data integrity in Epic, including key reports to run, methods for identifying data discrepancies, and the downstream impact of data quality on financial processes and reporting. Topics will include:
- Key reports to use when auditing data integrity
- Comparing Epic canned reports with Excel filtering techniques to identify data errors
- Why data integrity matters for Applied Reconciliation and dashboard accuracy
- Understanding how Carrier and Producer Commission Agreements can affect reporting results
Whether you're responsible for reconciliation, reporting, or financial data management, this session will provide practical insights to help improve data accuracy and reporting confidence.
If time allows, we will end the meeting discussing everything to know heading into Applied Net 2026!
Questions for Sue or your peers? Let us know here or on your registration form, and let's 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
Kendall Howard
khoward@crsdenver.com