You've got a lot of ways to get help with Caselle throughout the year. Eight product webinars so far in 2026, support webinars running about three times a month, and User Forums and User Trainings you can join in person or over Zoom. Each one solves something specific and fast, a quick fix, a first look at a new feature, an answer before a problem turns into a bigger one.
Every year, we also take that same commitment on the road: two full days with the Caselle team in the room, standing next to you while you work through the same reports and workflows you handle every day.
That's what the Caselle User Conferences are.
Two days with one simple goal, helping you leave sharper, more confident, and ready to make your daily tasks easier the moment you walk back into the office on Monday morning.
Why we do this
Software only works as well as the person running it, and most days, you're pulled in a dozen directions before lunch.
An in-person conference gives you a real stretch of uninterrupted time to slow down and actually learn. You get to try a workflow with someone standing right next to you, ask the question you've been sitting on face-to-face, and watch the answer happen in real time from someone who worked directly on building that tool.
Bring a coworker along, and between the two of you, you can cover more ground and come back able to train the rest of the office. That ongoing head start is the biggest return most people tell us they didn't expect walking in.
The value outside the session rooms
Ask long-time attendees what they remember most from a Caselle conference, and it's rarely a slide deck.
It's the conversation over morning coffee with someone who's already solved the exact billing problem you've been stuck on. It's the finance director from a town of 3,000 comparing notes with one from a city of 30,000, and realizing they're wrestling with the same year-end headache. It's the evening social on day one, less a formal event and more a few hours to keep the day's conversations going.
You'll walk away with plenty from the sessions themselves, and just as much from the moments in between them. A workaround for reconciling AMI meter readings that someone mentions over coffee, a trick for closing out accounts payable faster before audit season, and a phone number for a city clerk in Iowa you know you'll call the next time your bank reconciliation won't balance.
What a Caselle Conference day looks like
Both conferences follow the same rhythm, built around real learning time.
- Mornings: Registration and breakfast start around 7:30, sessions begin at 9.
- Midday: An hour for lunch, where the sessions pause and the conversations don't.
- Afternoons: Sessions wrap up around 4:15. On day one, that's followed by an evening social. Day two wraps by mid-afternoon so you can still make it home that night.
Each session runs 45 minutes to about an hour, split across four tracks, so you build the schedule around what you actually need. If you run payroll and nothing else, you can spend both days in payroll sessions. If you wear five hats in a small office, you can jump between all four tracks and land on exactly the handful that matter to you.
What's on the agenda
Sessions split into four tracks: Financial, Payroll, Utility Billing, and Miscellaneous. Some are built for someone brand new to the software, and some are for the person who's been running payroll for a decade and wants the advanced stuff. A few examples from this year's lineup:
- Financial: Preparing for Audit, Advanced General Ledger, Budgeting, Bank Reconciliation, Journal Entries, and Accounts Payable Year End (several of these carry CPE credit)
- Payroll: Pay Codes & Calculations, Leave Rates & Benefits, Payroll Auditing, and Annual Updates & Overtime
- Utility Billing: Meter Management & AMI Meters, Landlords, Tax Certification, and Collections & Delinquent Notices
- Miscellaneous: Cloud Hosting, Excel Connector, Business License, and Citizen Portal
There's also a session with ClearGov on building public budget presentations that residents can actually read, and one on document automation with Revver for offices drowning in paper.
Recognizing the work you're already doing
This year, conferences double as the venue for our Commitment to Community Award, a $6,000 prize pool split between six winning projects.
Think park improvements, recreation programs, and local education initiatives, the kind of work our customers are already doing in their communities. Three winners get announced in Wisconsin and three in Utah, so there's a good reason to stay for the last session on day two.
What you'll take home, and where we're headed next
You'll come back from these two days with more than a stack of handouts. A shortcut that saves an hour every month, a fix for the report you've been dreading, a name you'll actually call the next time something comes up. Sometimes it's smaller than that, just a comment from someone at lunch that reframes a problem you'd been stuck on for a year.
This year, that's meant three stops. We were in Pennsylvania earlier in the year, and Wisconsin Dells is coming up September 9–10 (registration's already closed for that one, but keep an eye out for next year). Utah is still ahead of us too, October 13–14 in Salt Lake City, with registration open through September 18.
We hope to see you there!
