Professional Advantage

02/09/2026

Spreadsheets. Disconnected systems. Reports that take forever to pull together. Sound familiar?

It's one of the most common challenges we hear from finance and operations leaders in K–12 education, and it's exactly what we're addressing in our upcoming executive briefing.

Rethinking Finance for K–12 Education is a free, practical 60-minute webinar on Wednesday, 16th September at 12:30 PM AEST, designed for school leaders who are thinking seriously about finance, reporting, and governance.

Our specialists Dennis Dalla Costa, George Sousou, and Sammy Pinkus will walk you through what worked, what to watch out for, and what's possible for your organisation.

If you're a Principal, School Business Manager, CFO, or IT leader with finance systems on your radar, this session is worth your lunch break.

📅 16th September | 12:30 – 1:30 PM AEST | Free | Online
Register now: https://okt.to/I2BsWH

02/09/2026

What does it actually look like when AI agents take over the repetitive parts of finance work?

Faster period close, with far fewer manual reconciliation errors.

Supplier risk is flagged before it becomes a disruption.

A time-and-expense entry that's accurate enough to stop leaking revenue.

This is what's changing across finance and operations teams right now, and why the pressure to move faster is only going to grow.

Our latest infographic breaks down the shift.

01/09/2026

79% of business leaders believe their organisation must adopt AI to remain competitive.

But AI can only be as effective as the systems it works with.

For many organisations, legacy ERP platforms create barriers to innovation, automation, and data-driven decision-making.

Our new eBook explores how AI agents and Microsoft Dynamics 365 are reshaping ERP by:
🔹 Automating complex business processes
🔹 Providing real-time business insights
🔹 Improving operational efficiency
🔹 Supporting faster and smarter decisions
🔹 Creating a foundation for intelligent operations

If you're evaluating the role of AI in finance, operations, or enterprise transformation, this guide is a great place to start.

📥 Download your copy today. https://okt.to/ETVaQA

31/08/2026

How do you know if your identity strategy has quietly fallen behind?

It's rarely one big red flag. It's small, everyday frictions — a password reset request here, a stalled project there — that add up to a bigger signal once you see two or three of them together.

We've broken it down into 5 signs to watch for, from inconsistent security policies across systems to new projects stalling on "how do we handle access?"

If a couple of these sound familiar, it's less a crisis and more a nudge to look at how identity is set up across your organisation.

Swipe through 👉

29/08/2026

That’s a wrap on ACE 2026 — and what an incredible event it’s been.

A big thank you to everyone who visited us at Booth 7 and connected with the Professional Advantage team. It was fantastic to speak with so many association leaders about the future of member engagement, digital transformation, and smarter ways to work.

Throughout the event, Dennis Dalla Costa, Robert Mete, and John Hawkins shared insights into how Upbeat, our Microsoft Dynamics 365-based platform designed specifically for associations and membership organisations, helps organisations streamline processes, improve visibility, and create better member experiences.

We appreciated the many meaningful conversations and look forward to continuing them beyond the event.

If we didn’t get the chance to connect, learn more about Upbeat here:
🔗 https://okt.to/CZ5Dzv

28/08/2026

Tired of making changes in Business Central one record at a time? There's a better way.

Learn how to push data straight into Excel, make bulk updates fast, and analyse your data the way you actually want to, then sync it all back without breaking a sweat.

Watch this quick demo to learn how. https://okt.to/hgz3sb

Tired of making changes in Business Central one record at a time? T...

28/08/2026

Final day at ! 👋

We've loved meeting so many association leaders this week — today's your last chance to swing by Booth 7 and see how Upbeat (built on Microsoft Dynamics 365) can help simplify your membership, events, and fundraising processes.

Come say hello to Dennis Dalla Costa, Robert Mete, and John Hawkins before we pack up!

📍 Brisbane Convention and Exhibition Centre, Booth 7

27/08/2026

Most not-for-profits already have Copilot Chat. Fewer are using the full power of Microsoft 365 Copilot.

There's a real gap between having access to AI and actually knowing how to use it well.

Licenses don't teach prompting.
They don't build habits.
They don't show your finance team how to speed up reporting, or your executives how to save hours on admin.

That's where training comes in.

Our Microsoft 365 Copilot Training Program covers your finance, general staff, IT, and executives, so every team walks away knowing how to use Copilot in ways that actually fit their day-to-day work.

Spots are limited to 4 organisations a month, so if your team's ready to move from simply having Copilot to actually using it well, now's a good time to look into it. https://okt.to/vxfs3b

27/08/2026

Another fantastic day at ACE 2026 connecting with association leaders and industry professionals.

Dennis Dalla Costa, Robert Mete, and John Hawkins have been sharing practical insights on CRM, membership management, and creating better outcomes through technology.

If you haven’t visited us yet, come say hello before the event wraps up.

26/08/2026

ACE 2026 is underway, and we’re ready to connect at Booth 7.

Discover how Upbeat helps associations simplify membership management, improve operational efficiency, and deliver better member experiences—all within Microsoft Dynamics 365.

Our experts Dennis Dalla Costa, Robert Mete, and John Hawkins are here to share practical insights and real-world solutions for associations and membership organisations.

📍 Visit us at Booth 7

Book a meeting with Dennis, Robert and John: https://okt.to/gW6j08

🔗 https://okt.to/wDrP6B