Sage Summit 2011 Partner Guide

Advance Conference Guide
Partner Edition
July 10-15, 2011

Gaylord National Hotel and Convention Center | Washington, DC
Register early to take

advantage of:
• Lowest rates (starting at just $5951)
• Preferred sessions
• Preferred accommodations
• NEW 4-month payment plan2
Register Now
1 The $595 rate is available to groups of three or more

associates attending the Partner Days portion of the
event. See Page 43 for details.
2 Must register by 3/31/2011 to take advantage of the
installment plan. See Page 43 for details.
Please join us for the all-new Sage partner conference.
Sage Summit is replacing Insights as the Sage partner conference. But this is
not just a new conference format. It’s a whole new era in collaborative education for
Sage partners. With more substantive learning, more meaningful networking, and more
concrete takeaways for your business, it’s a can’t-miss event.
MORE. MORE. MORE.
More substantive learning—Sage Summit offers a fresh approach to learning for partners.
For example, the Super Sunday lineup includes in-depth industry discussions led by
industry thought leaders. Plus you’ll find product intensive deep-dives and certification
courses. Register for the full event and you’re welcome to sit in on customer sessions to
enhance your learning experience.
More meaningful networking—Connect with the most diverse Sage community ever
assembled, including: partners, customers, Sage leaders, Sage product experts,
development partners, and industry thought leaders.
More concrete takeaways—A completely new approach to learning and the opportunity
to connect with customers and peers like never before will help you leave the conference
with more actionable insights than other conferences you’ve attended.
Plus we’ve made the registration rate LESS, LESS, LESS!
Sage Summit provides even more bang for your conference buck than previous Sage
events. Attend the full event (including Partner Days and shared Partner/Customer Days)
for as little as $995, equal to our lowest rate for Insights 2010! Or opt to stay for the
Partner-only portion for as little as $595. In addition to our lowest-rates ever, we’re also
introducing the Easy Pay Installment Program so you can spread your Sage Summit fee’s
over 4 months – that can mean payments as low as $150!
We look forward to collaborating with you at this new event and encourage you to
consider co-hosting your customers during the second half of the conference.
S u mmi t 201 1 | Advanc e C on f eren ce G u i de

Register Now
table of contents
Experience
Who Should Attend................................................................................. 4
Why Attend............................................................................................. 5
Go Green With Sage............................................................................... 5
Agenda at a Glance—Partner Days...................................................... 6-7
Agenda at a Glance—Customer and Partner Shared Days................... 7-8
Co-Host Your Customers................................................................. 10-11
Learn
Featured Speakers........................................................................... 12-17
Support Center..................................................................................... 18
Breakout Sessions and Labs............................................................ 18-19
Session Listing................................................................................. 20-39
Network
Join the Conversation............................................................................ 40
Social Media......................................................................................... 40
Networking Activities............................................................................. 41

Discover
Trade Show Overview............................................................................ 42
Trade Show Schedule........................................................................... 42
Registration
Rates and Discounts............................................................................. 43
Installment Plan Option.......................................................................... 43
Venue and Accommodations................................................................. 44
Travel Information.................................................................................. 45
Thank you to our

Platinum Sponsor:
Booth 322, 414

www.truecommerce.com
www.highjump.com
3
Experience
Experience Who Should Attend

An Equal Opportunity Experience
Sage Summit offers something for everyone—from newbies and experts to business leaders, techies, and sales/
marketing folks. You might say it’s an equal opportunity experience. No matter your job role, expect immediate
takeaways. Fundamental and advanced. Tactical and strategic. Big picture and granular. Attend and be the wiser.
Sage Summit will offer partner-focused breakout sessions and training for the following Sage solutions:
• Sage ACT! • Sage FAS Nonprofit Fixed Assets • Sage PFW ERP
• Sage Abra HRMS • Sage Fund Accounting • Sage Pro ERP

(formerly MIP)
• Sage BusinessVision Accounting • Sage SalesLogix
• Sage Fundraising 50
• Sage BusinessWorks Accounting • Sage Simply Accounting
• Sage Intergy
• Sage DacEasy • Sage Timberline Enterprise
• Sage Intergy CHC
• Sage ERP Accpac • Sage Timberline Office
Sage Intergy EHR
• Sage ERP MAS 90 • Sage TimeSheet
• Sage Intergy PACS
• Sage ERP MAS 200 • Sage Timeslips
• Sage Intergy RIS
• Sage ERP MAS 500 • Sage Transaction Services
• Sage Master Builder
• Sage ERP X3 • SageCRM
• Sage Medical Manager
• Sage FAS Canada Fixed Assets • SageCRM.com
• Sage Peachtree
• Sage FAS Fixed Assets
• Sage Peachtree Quantum
• Sage FAS Gov Fixed Assets
S u mmi t 201 1 | Advanc e C on f eren ce G u i de Register today: www.SageSummit.com

Register Now
Experience Why Attend

Real Value From the Moment You Arrive.
Sage Summit is an investment that pays dividends long after the conference has ended. It’s the only event where you
can become part of the Sage community by connecting with Sage partners, customers, product experts, product
leaders, and independent software vendors—all under one roof. No matter how long you’ve been a Sage partner and no
matter how big or small your firm is you can do more. You can learn more. Here’s your chance.
What’s new and exciting for 2011:

• Completely new approach to learning. More • Most expansive trade show ever. The trade
substance, more hands-on labs, new role-based show is the epicenter of the conference and it’s
tracks, certification courses, and presentations bigger than ever with more opportunities to connect
by industry thought leaders highlight the fresh with companies working with Sage to innovate
approach to learning at Sage Summit. our products.
• More insightful networking. Connect with the • Shared partner/customer experience. Listening
most diverse Sage community ever assembled, and talking to customers in a collaborative learning
including partners, customers, product experts, environment will provide profound insight into the
Sage executives, exhibitors, industry thought challenges real product users face.
leaders and more.
• Better value. Two conferences for the price of
one. Register for the Full Event at the same low price
as previous Insights partner-only conferences…but
your registration also includes the customer portion
of the event.
Go Green With Sage

Sage is pleased to offer conference attendees the option to volunteer to not
receive printed materials at the conference. The majority of guides, handouts, and
other information will be accessible via laptop, smart phone, or at kiosks located
throughout the conference center.
Look for your option to “Go Green With Sage” when you register online.
5
Experience
Experience Agenda at a Glance

Partner Days (replaces Sage Insights)
Sage Summit is a five-and-a-half-day event. The first three days are dedicated to partners. Limited optional events are
available for customers on Day 3, and the first full day for customers begins on Day 4. Partners are encouraged to remain
at the conference to co-host the customer portion of the event.
7 a.m. 8 a.m. 9 a.m. 10 a.m. 11 a.m. 12 p.m. 1 p.m.

SUNDAY
July 10 Product Intensive Sessions

10:00 a.m. – 5:00 p.m.
Registration Open 9:00 a.m. – 8:00 p.m.
Breakout Sessions
11:00 a.m. – 12:00 p.m. Recognition Lunch with
MONDAY
Breakfast Opening Keynote

7:00 a.m. – 8:00 a.m. 8:00 a.m. – 9:30 a.m. Dr. JP Pawliw-Fry
12:00 p.m. – 2:00 p.m.
July 11 Super Sessions
by Product
9:45 a.m. – 10:45 a.m.
Lunch and Trade Show

Breakout Sessions 12:00 p.m. – 2:00 p.m.
Breakout Sessions 10:00 a.m. – 11:15 a.m.
Breakfast
TUESDAY
8:45 a.m. – 9:45 a.m.

7:30 a.m. – 8:30 a.m.
Breakout Sessions
July 12 Trade Show
11:30 a.m. – 12:45 p.m.
10:00 a.m. – 4:30 p.m.
Support Center 8:00 a.m. – 4:30 p.m.

7 a.m. 8 a.m. 9 a.m. 10 a.m. 11 a.m. 12 p.m. 1 p.m.

Register Now
Keynote/
Registration Breakout Sessions Support Center
General Session
Meals/Receptions/
Trade Show Entertainment Super Sessions
Networking
2 p.m. 3 p.m. 4 p.m. 5 p.m. 6 p.m. 7 p.m. 8 p.m.
Super Sunday Training Sessions 1:00 p.m. – 5:00 p.m. Trade Show
SUNDAY
Meet and Greet 6:00 p.m. – 9:00 p.m.
Receptions
5:00 p.m. – 6:00 p.m.
Welcome Reception
6:00 p.m. – 9:00 p.m.
Breakout Sessions Breakout Sessions

2:15 p.m. – 3:45 p.m. 4:00 p.m. – 5:30 p.m.
MONDAY
Fire and Ice—Partner Party
7:30 p.m. – 11:00 p.m.
Reception
5:00 p.m. – 7:00 p.m.
Trade Show
2:00 p.m. – 7:00 p.m.
Partner Only Days Concludes
Breakout Sessions
2:00 p.m. – 3:15 p.m.
TUESDAY
3:15 p.m.
2 p.m. 3 p.m. 4 p.m. 5 p.m. 6 p.m. 7 p.m. 8 p.m.
Note: Agenda is subject to change. The presentations and materials provided during Sage Summit sessions are not intended to
be and should not be relied on as tax, accounting, legal, or other professional advice 7
Experience
Experience Agenda at a Glance

Customer and Partner Shared Days
7 a.m. 8 a.m. 9 a.m. 10 a.m. 11 a.m. 12 p.m. 1 p.m.
Trade Show 10:00 a.m. – 4:30 p.m.

Welcome
TUESDAY
Hospitality
Coffee Bar and Lunch and Trade Show
July 12 Trade Show 12:00 p.m. – 1:30 p.m.
10:00 a.m. – 11:00 a.m.
Optional Arrival Day Support Center 8:00 a.m. – 4:30 p.m.
Partner-Hosted User
Breakfast
7:30 a.m. – 8:30 a.m. Group Meetings
8:30 a.m. – 11:45 a.m.
WEDNESDAY
Lunch and Trade Show

12:00 p.m. – 1:30 p.m.
July 13 National Harbor
5K Fun Run/Walk
8:30 a.m. – 10:00 a.m. 10:15 a.m. – 11:45 a.m.
7:00 a.m. – 8:00 a.m.

Trade Show
10:15 a.m. – 2:30 p.m.

THURSDAY
Breakfast Breakout Sessions Breakout Sessions Lunch Brea

7:30 a.m. – 8:30 a.m. 8:30 a.m. – 10:00 a.m. 10:15 a.m. – 11:45 a.m. 12:00 p.m. – 1:00 p.m. 1:15 p
July 14
Breakfast Breakout Sessions Breakout Sessions

FRIDAY
7:30 a.m. – 8:30 a.m. 8:30 a.m. – 10:00 a.m. 10:15 a.m. – 11:45 a.m.
July 15
Registration Open 7:30 a.m. – 11:00 a.m.

7 a.m. 8 a.m. 9 a.m. 10 a.m. 11 a.m. 12 p.m. 1 p.m.

Register Now
2 p.m. 3 p.m. 4 p.m. 5 p.m. 6 p.m. 7 p.m. 8 p.m.
TUESDAY
Early Arriver Early Arriver National Harbor
Breakout Sessions* Breakout Sessions* Crawl—Meet &
2:00 p.m. – 3:15 p.m. 3:30 p.m. – 4:45 p.m. Greets
5:00 p.m. – 6:00 p.m.
WEDNESDAY
1:30 p.m. – 2:30 p.m. 2:45 p.m. – 3:45 p.m.
Keynote and Awards Night at the Museum—
Ceremony with Sean Smithsonian Air & Space
and Leigh Anne Tuohy Museum Dinner Reception
4:00 p.m. – 5:15 p.m. 7:00 p.m. – 10:00 p.m.
Networking Break
2:30 p.m. – 3:00 p.m.
THURSDAY
akout Sessions Breakout Sessions Breakout Sessions
p.m. – 2:30 p.m. 3:00 p.m. – 4:15 p.m. 4:30 p.m. – 5:30 p.m.
Keynote/
Registration Breakout Sessions Support Center
General Session
FRIDAY
Meals/Receptions/
Trade Show Entertainment
Networking
Agenda is subject to change.
2 p.m. 3 p.m. 4 p.m. 5 p.m. 6 p.m. 7 p.m. 8 p.m.
Note: Agenda is subject to change. The presentations and materials provided during Sage Summit sessions are not intended to
be and should not be relied on as tax, accounting, legal, or other professional advice 9
Experience
Experience Co-Host Your Customers

A New Opportunity to Connect With Clients.
Sage Summit provides a new opportunity to connect with customers in a collaborative learning environment. We invite
you to serve as a co-host for the customer portion of the event and believe doing so will have a profoundly positive
impact on your business and the relationships you have with clients in attendance.
Why Join Your Customers at Sage Summit?
Cultivate more meaningful customer relationships. Identify and solve customer pain points.
Sage Summit offers limitless possibilities for strengthening Through your discussions on-site, you can identify
the bond you have with clients, including opportunities to challenges you weren’t aware customers are facing. Many
reserve rooms to host client meetings or receptions, take of your clients in attendance will likely be actual end-users,
them out to dinner, sit in on sessions with them (space not just the decision makers and technical staff you may
permitting), and more. normally work with. This will give you new perspective.
Take advantage of the opportunity to introduce your clients
Reinforce and expand the value you provide.
to trade show exhibitors. Show them new ways they can
When you attend Sage Summit with your customers, automate their business. Leverage exclusive discounts
you’ll be their resident expert. Be their mentor and help provided for customers who attend.
them synthesize what they’ve learned. Make suggestions
Earn rewards and incentives for recruiting attendees.
on sessions they should attend. Educate them on other
solutions in the Sage portfolio. Inform, prepare, and inspire When you recruit customers to attend Sage Summit, you’ll
them. Customers come to the conference to get their become eligible to receive rewards, including VIP passes,
questions answered and learn…you’re an essential part of receptions, hotel accommodations, and more. Visit the
that equation. marketing toolkit page for a complete list of incentives.
Get the details on the best ways to

co-host your customers, including how to:
• Schedule Partner User Group Meetings—Sage
provides complimentary meeting space and coffee service.
• Schedule private customer luncheons, breakfast
meetings, cocktail receptions, and more—Sage
provides complimentary meeting space or hospitality suite.
Learn More!
Register Now
Promoting Sage Summit to your customers is easy.

Access the marketing toolkit, which contains everything you need
to start promoting the conference to your customers, including:
• A $200 discount code • Tips for hosting customers

• Turnkey email templates • Incentives
• Blog and newsletter copy • And more!
• Direct mail letter copy
11
Learn
Learn Featured Speakers

Get inspired. Get informed. Get a front-row seat.
Sage is pleased to welcome featured speakers who will inform, prepare, and inspire conference attendees.
Dr. JP Pawliw-Fry — Leadership and Performance Expert

Monday, July 11, 2011 | 12:00 p.m.–2:00 p.m.
Dr. JP Pawliw-Fry is a highly sought after thought leader on the subject of Emotional
Intelligence to increase leadership and performance; delivering programs on five
continents this year alone. He is one of the highest rated lecturers at the prestigious
Kellogg Business School of Management’s Executive Education Program.
As an expert with in-depth understanding of high performance, he now spends his

time acting as advisor to the US Army and Navy, Fortune 500 companies such as IBM,
Goldman Sachs, and Pfizer, and as performance coach to NHL and NBA teams, and
Olympic medal winning athletes, as well as researching and writing on the variables that
drive performance and leadership.
His training includes Harvard Medical School’s Mind Body Medical Institute, University of
Massachusetts Medical Center Stress Clinic; and Queen’s University.

Register Now
Sean and Leigh Anne Tuohy —

Inspirational Guest Speakers
Wednesday, July 13 | 4:00 p.m. – 5:15 p.m.
Sean and Leigh Anne Tuohy’s life, as chronicled in Lewis’ New York Times number
one best-seller The Blind Side, went on to become a record-breaking Hollywood
blockbuster and became the number-one opening weekend for a sports film in history.
The Blind Side tells the story of Michael Oher, a homeless teenager turned first round
draft pick NFL football player, with the support and love of an unlikely adoptive family:
Sean and Leigh Anne Tuohy.
Almost two years after The Blind Side burst onto the scene, breaking box office records
and inspiring individuals nationwide, Sean and Leigh Anne continue to make an impact.
In July 2010, the couple released their New York Times best-seller, In a Heartbeat:
Sharing the Power of Cheerful Giving, and established their charity, Making it Happen.
Through both projects, Sean and Leigh Anne continue their mission to inspire hope,
ignite generosity, and make it happen for the deserving, but underserved youth.
At the podium, Sean and Leigh Anne share their personal Blind Side observations from
the perspective of dedicated parents.
Note: Full Event pass required to attend the Tuohy keynote.
13
Learn
Learn Featured Speakers

Super Sunday Training Sessions
Sunday, July 10, 2011 | 1:00 p.m.–5:00 p.m
Super Sunday was not in February this year. For Sage partners, it’s in July. Super Sunday at Sage Summit features a
knowledge-packed lineup of sessions that addresses key aspects of a partner’s business, including: marketing, sales,
consulting, pricing, customer experience, and leadership. Each of the subjects will be covered in depth by top experts
and thought leaders in their respective fields. You’ll want to send multiple people from your firm to take advantage of all
that is being covered.
Ron Baker | Author, Principal of VeraSage

Session code: P-CHN18 | Pricing On Purpose: How Better Pricing Leads to Better Profits
Speaker Bio: Ronald J. Baker started his accounting career in 1984 with KPMG Peat Marwick’s Private
Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute, a think tank
dedicated to teaching Value Pricing to professionals around the world. He is a frequent speaker at events
and conferences, and a consultant to professional knowledge firms on implementing Total Quality Service
and Value Pricing.
Session Abstract: It is simple and straight forward. The most profitable firms are better pricers. Poor
pricing is the leading cause of a firm’s financial problems. This presentation provides alternatives to pricing
based upon fixed hourly rates or standard fixed-priced or cost-plus formulas. Pricing your services based
on client-perceived value, leads to better pricing, happier clients, and increased profits. By learning to
use multiple pricing strategies, customized for each client that communicate the value your firm provides,
participants will generate increased financial ROI on each engagement. This ROI is both financial and non-
financial with the best benefit found in happier and more loyal clients, along with a better quality of life for
your firm’s stakeholders.

Register Now
Dennis Frahmann | Executive VP of Marketing, Sage North America

Session code: P-CHN20 | Delivering an Extraordinary Customer Experience
Speaker Bio: Dennis Frahmann is responsible for the overall Sage North America marketing portfolio
including brand and advertising, event marketing, web marketing, and public relations. Mr. Frahmann
has more than 25 years’ experience in marketing. Before joining Sage in 2003, he headed the
worldwide program at Xerox Corporation for trade shows, events, and sponsorships, including the
Xerox global sponsorship of the Olympics.

Session Abstract: At Sage, we are creating a unified, customer-driven culture. Business partners
and certified consultants are key to that culture. Over the past year, over 500 of your fellow partners
have participated in this interactive, immersive workshop (during Insights 2010 or in regional
workshops) on how to make customer experience a differentiating element for your business. If
you haven’t already done so, now is a great time to learn more. Participate and you’ll hear what
Sage is doing to transform our business culture into one that is customer driven. We’ll discuss how
we can collectively improve the customer experience we provide to our mutual customers. If you’re
concerned about to create a better customer experience for competitive advantage, we encourage
you to attend this session.
Howard Hansen | Owner, Howard Hansen Consulting

Session code: P-CHN17 | On Leadership: The Energy Management Model
Speaker Bio: Howard Hansen is owner of Howard Hansen Consulting, whose mission is:
“Contributing to Clients’ Success Through Consulting for Business Growth and Leadership
Effectiveness.” The service specializes in providing expertise to business leaders on leadership and
organizational excellence through effective human resource systems. Before founding his consulting
firm, Hansen was vice president and business development consultant for Great Plains Software
where he created and led the company’s organizational development consulting services.
Session Abstract: Modern science has confirmed the ancient understanding of the universe;
everything is energy. Leadership is, therefore, about acquiring, conserving and utilizing that energy.
In other words, Leadership is about energy management. This seminar will introduce the participant
to the Energy Management Model. It will offer new awareness and insights into the challenges
of effective leadership. This approach moves beyond a focus on skills or techniques. Instead, it
advocates a focus on the maturity and the functioning of the leader. In an age of toxicity, reactivity
and gridlock, Howard and Steve offer a fresh, imaginative and provocative approach that is highly
relevant, eminently useful and liberating to the leader.
15
Learn
John Jantsch | Consultant, publisher, and author

Session code: P-CHN19 | Using New Media Tools to Mine for Leads, Engage Customers and Generate Referrals
Speaker Bio: John Jantsch is a marketing consultant, award-winning social media publisher and
author Duct Tape Marketing and The Referral Engine. He is the creator of the Duct Tape Marketing
System and Duct Tape Marketing Consultant Network that trains and licenses small business
marketing consultants around the world. His blog was chosen as a Forbes favorite for marketing and
small business and his podcast, a top ten marketing show on iTunes, was called a “must listen” by
Fast Company magazine.
Session Abstract: In this session award winning social media publisher and best-selling author John
Jantsch will demonstrate highly effective ways to use the new breed of online tools in lead generation,
lead nurturing and lead conversion environments. Participants will learn:
• How to turn cold calls into warm calls
• How to turn a networking event into a relationship builder
• How to search Twitter in ways that make it a lead source
• How to create a systematic listening station for clients, competitors and chosen industries
• How to structure a social media lead conversion system
Rob Johnson | Author and Sage North America Senior Director, Channel Programs and Readiness
Session code: P-CHN16 | 5 Steps to Radical Business Growth
Speaker Bio: Rob Johnson is a 14 year veteran of Sage. Currently, he serves as head of channel
programs and readiness. In this position, Johnson developed the Sage Sales Academy, an award-
winning training program that has helped thousands of salespeople change the trajectory of their
careers. Previously, Mr. Johnson has worked in a variety of sales, sales management, and executive
management roles, including eight years as Vice President of Sales for Accounting Products with
Timberline Software. Recently, Mr. Johnson authored and released the book Kick Your Own Ass; The
Will, Skill & Drill of Selling More Than You Ever Thought Possible.
Session Abstract: Creating an environment of sustained superior growth within a business isn’t
easy. In fact, it is hard. The result of that hard reality is that most businesses fail to achieve the
business growth and success they desire. If you’re not reaching your full potential; either as a
salesperson or a business owner—and you want to achieve greater success—plan on attending this
dynamic session. To change the arc of your business’s potential, and achieve the results you desire,
you need to follow a few simple plan—a 5 step plan. Attendees will receive an autographed copy
of Rob’s book, a serious success plan, and the skills and tools needed to a make 2011 the most
successful year ever.

Register Now
Ed Kless | Blogger and Senior Director, Sage North America Partner Development and Strategy
Session code: P-CHN15 | Ed Kless’ Session on Advanced Consulting (or Beethoven’s Night Out)
Speaker Bio: Ed Kless joined Sage North America in July of 2003 and is currently the senior
director of partner development and strategy. He develops and delivers curriculum for Sage business
partners on the art and practice of small business consulting. Ed is a frequent contributor to industry
publications, including the Journal of Accountancy and Harvard Business Review, and has spoken at
many conferences worldwide on project management, pricing, and knowledge workers.
Session Abstract: Singer Billy Joel recently posted a Q&A session he did in 1996 in which he
spontaneous invented a back story to Beethoven’s Third Symphony. It reminded me, how very
memorable improvisation could be. Then I got to thinking about this Super Sunday session for
Sage Summit. I could write an abstract which would fulfill the requirement but be so obtuse as
to mean absolutely nothing. However, I won’t insult you that way. Instead, I’ll tell you the truth—I
have absolutely no idea as to what I might talk about during this session in July. It would be
presumptuous to even try. I do promise it will be thought provoking and contain material that you
have not seen me present before. If you are interesting in suggesting topics for the conversation,
please email me at ed.kless@sage.com.
17
Learn
Learn Support Center

Answers to the Most Important Questions. Yours.
Conversations…not presentations. That’s what you’ll find at the Sage Summit Support Center. The Support Center
provides a unique opportunity to go 1-on-1 with a technical expert for the Sage product you use. You decide the
topic. We’ll provide the straightforward advice. Have a technical issue? Wondering how to perform a task? Fire away.
We may be techies but we have an uncanny ability to explain things in simple terms.
Support Center at a Glance

• 30 minute appointments
• Go 1-on-1 with a support analyst for your Sage solution
• You decide the topics
• Partner walk-up appointments welcome (subject to availability)
Note: Full Event pass required to utilize the Support Center on Wednesday and Thursday.
Learn Breakout Sessions and Labs

Content is King
Sage Summit is the single best education and training event of the year for Sage partners. Regardless of your job
role or experience level, you’ll gain tips, techniques, and proven tactics that can be implemented right away. Come
prepared to learn and leave with a more complete understanding of Sage solutions and best practices for sales,
implementation, development, marketing, and more. Highlights include:
New Content and Structure—Sage Summit offers a fresh approach to learning for partners. This isn’t your
average, “gotta-get-some-training-this-year-so-it-might-as-well-be-this” type of event. We kick it up a notch. The
breakout sessions and discussions you’ll attend here will challenge you.
More Training Hours—Sage Summit provides a full complement of over 350 breakout sessions, panel discussions,
product road maps, partner case studies, and hands-on labs—and that’s just the Partner Days. Register for the full
event and you’re welcome to sit in on customer sessions (space permitting) to enhance your learning experience
Flexible Program—Choose to follow one of the learning tracks or select the sessions that interest you the most—
you’re not locked into one track. Don’t forget about general sessions and industry-focused sessions.

Register Now
Session Listing—Build Your Schedule

In the next section we’ve provided a schedule of sessions. This snapshot of the conference will help you start to build
your conference schedule. For session abstracts and descriptions, please make a note of the session code and title
and search for it using the online Session Search tool. Note that partners are allowed to pre-register for partner-
focused sessions only. You may attend customer-focused sessions on a space-available basis.
Sessions are organized into the following categories:
General Sessions (Applicable to all attendees)
Sage Accounting Solutions Sage HR and Payroll Sage Healthcare and Practice
Sage BusinessWorks Management Solutions Management Solutions
Sage BusinessVision Sage Abra HRMS Sage Intergy
Sage DacEasy Sage TimeSheet Sage Intergy CHC
Sage FAS Fixed Assets Sage Timeslips Sage Intergy EHR
Sage Peachtree Sage Intergy PACS
Sage ERP Solutions
Sage Peachtree Quantum Sage Intergy RIS
Sage ERP Accpac
Sage Transaction Services
Sage Construction Sage ERP MAS 90
Sage Nonprofit Solutions
and Real Estate Solutions Sage ERP MAS 200
Sage Fund Accounting
Sage Master Builder Sage ERP MAS 500
(formerly MIP)
Sage Timberline Enterprise Sage PFW ERP
Sage Fundraising 50
Sage Timberline Office Sage Pro ERP
Sage Fundraising Online
Sage ERP X3
Sage Customer Relationship Sage Grant Management
Management Solutions
Sage ACT!
Sage SalesLogix
SageCRM
SageCRM.com
19
General Sessions
Sunday, July 10
Time Code Session Title Learning Track All Products Community
1:00 p.m. – 5:00 p.m. P-CHN15 Ed Kless' Session on Advanced Consulting (or Beethoven's Night Out) Organizational Excellence General
1:00 p.m. – 5:00 p.m. P-CHN16 5 Steps to Radical Business Growth Organizational Excellence General
1:00 p.m. – 5:00 p.m. P-CHN17 On Leadership: The Energy Management Model Organizational Excellence General
1:00 p.m. – 5:00 p.m. P-CHN18 Pricing On Purpose: How Better Pricing Leads To Better Profits Organizational Excellence General
1:00 p.m. – 5:00 p.m. P-CHN19 Marketing Session Organizational Excellence General
1:00 p.m. – 5:00 p.m. P-CHN20 Delivering Extraordinary Customer Experience Organizational Excellence General
Monday, July 11
11:00 a.m. – 12:00 p.m. P-CHN10 Advanced Topics in Setting Prices for Partners Organizational Excellence General
11:00 a.m. – 12:00 p.m. P-CHN14 Will, Skill, and Drill: How to Sell More Than You Ever Thought Possible Organizational Excellence General
11:00 a.m. – 12:00 p.m. P-ORG14 Learning to Partner for Leverage and Profits: A Key for Challenging Times Organizational Excellence General
2:15 p.m. – 3:45 p.m. P-CHN02B Take Your Business to the Next Level With Social Media Organizational Excellence General
2:15 p.m. – 3:45 p.m. P-CHN04 Implementing Search Engine Optimization to Drive Leads to Your Business Organizational Excellence General
2:15 p.m. – 3:45 p.m. P-CHN09 Baker's Dozen: The 12 Business Books You Must Read and Why Organizational Excellence General
Connected Services: How to Leverage the Web and Mobility to Enhance

2:15 p.m. – 3:45 p.m. P-HPT09 What's New and Product Futures General
On-Premise Solutions
Building Predictable Revenue: The Role of Strategic Sales Leadership
2:15 p.m. – 3:45 p.m. P-ORG15 Organizational Excellence General
and Management
2:15 p.m. – 3:45 p.m. P-PR01 Demystifying Cloud Computing—Panel Industry Trends and Best Practices General
2:15 p.m. – 3:45 p.m. P-SAN02 It's Your Move Industry Trends and Best Practices General
4:00 p.m. – 5:30 p.m. P-CHN07A Sage Partner Marketing Platform: Powered by Zift Organizational Excellence General
4:00 p.m. – 5:30 p.m. P-CHN11 Understanding Emotional Triangles: A New Leadership Mental Model Organizational Excellence General
4:00 p.m. – 5:30 p.m. P-FAS05 Advanced Selling Tactics for Sage Business Partners Organizational Excellence General
4:00 p.m. – 5:30 p.m. P-SAN03 Business Continuity and Disaster Recovery Industry Trends and Best Practices General
Collaborative: Interactive sessions Hands On Lab: Hands- Presentation: Expert-led sessions Panel: Three or more Bring Your
such as roundtables, group activities, on sessions taught in a designed to provide deep insight speakers who will share Own Laptop
or question and answer with product lab with computers. into product, industry, or general experiences from different
experts, peers or executives. business topics. perspectives.
S u mmi t 201 1 | Advanc e C on f eren ce G u i de Register today: www.SageSummit.com continued

Monday – Continued
Time Code Session Title Learning Track All Products Community
4:00 p.m. – 5:30 p.m. P-SAN03 Business Continuity and Disaster Recovery Industry Trends and Best Practices General
Tuesday, July 12
8:45 a.m. – 9:45 a.m. P-CHN02A Take Your Business to the Next Level With Social Media Organizational Excellence General
8:45 a.m. – 9:45 p.m. P-CHN06 Why you Should Make Video Marketing a Part of Your Marketing Plan Organizational Excellence General
8:45 a.m. – 9:45 a.m. P-CHN08 Creating a Great Scope Document Organizational Excellence General
Best Practices in Customer Relationship Management: Your "Put-It-to-Work-Right-

8:45 a.m. – 9:45 a.m. P-ORG13 Organizational Excellence General
Now" Top 10 List for Mastering Profitable Relationships
8:45 a.m. – 9:45 a.m. P-SAN04 Security for Accountants: New Legal Requirements and Practical Solutions Industry Trends and Best Practices General
10:00 a.m. – 11:15 a.m. P-CHN01 The New Normal: Marketing Your Organization in Today's Economy—Panel Discussion Organizational Excellence General
10:00 a.m. – 11:15 a.m. P-CHN03 How to Best Manage and Grow Your Website for Lead Generation Organizational Excellence General
10:00 a.m. – 11:15 a.m. P-CHN07B Sage Partner Marketing Platform: Powered by Zift Organizational Excellence General
10:00 a.m. – 11:15 a.m. P-GEN12 Putting Sage Consulting Academy to Work in Your Organization Organizational Excellence General
10:00 a.m. – 11:15 a.m. P-HPT05 Connectivity is King: Mobile Business Solutions for a Mobile World What's New and Product Futures General
10:00 a.m. – 11:15 a.m. P-ORG11 Seven Steps to Improve Your Bottom Line Cash Flow Other General
Working Even Smarter: The Eight Keys to Dramatically Improving Your Personal and
10:00 a.m. – 11:15 a.m. P-ORG12 Organizational Excellence General
Organizational Effectiveness in Just 90 Minutes!
10:00 a.m. – 11:15 a.m. P-ORG17 Nine Killer Steps to Boost Your Sales Organizational Excellence General
10:00 a.m. – 11:15 a.m. P-SAN05 Don't Just Survive: Thrive and Come Alive in Your Practice Industry Trends and Best Practices General
11:30 a.m. – 12:45 p.m. P-CHN05 Creating a Referral Engine: Referral and Networking Strategies That Really Work Organizational Excellence General
11:30 a.m. – 12:45 p.m. P-ORG10 Strengthen Your Customer Relationships to Grow and Get More Referrals! Organizational Excellence General
11:30 a.m. – 12:45 p.m. P-SAN06 Expanding Your Horizons: Stop Letting Software Hold You Back Industry Trends and Best Practices
Understanding Mobile Invoicing and Payments with Sage Billing Boss and Payment
11:30 a.m. – 12:45 p.m. P-SAN08 Industry Trends and Best Practices General
Boss: Bring Your Own Smart Phone – Bring Laptop
2:00 p.m. – 3:15 p.m. P-CHN12 Killing the Timesheet: Yes It Can Be Done—Panel Organizational Excellence General
2:00 p.m. – 3:15 p.m. P-CHN13 Selling in a Competitive Environment: A Primer Organizational Excellence General
2:00 p.m. – 3:15 p.m. P-ORG16 Put the Social Back in Social Media Organizational Excellence General
2:00 p.m. – 3:15 p.m. P-SAN07 Creating a Social Media Policy for Your Accounting Firm Industry Trends and Best Practices General
Please note: The session schedule is subject to change without notice. Please refer to the
online Session Search tool for the most up-to-date session listing with abstracts and listing of customer sessions. 21
Sage Accounting Solutions
Sage Accountants Network, Sage BusinessWorks Accounting, Sage BusinessVision Accounting,
Sage DacEasy, Sage FAS Fixed Assets, Sage Peachtree, Sage Peachtree Quantum

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10:00 a.m. – 5:00 p.m. P-PCH01 Sage Peachtree Business Intelligence—Bring Laptop Industry Trends and Best Practices
Monday, July 11
11:00 a.m. – 12:00 p.m. P-FAS01 Start Here: Sage FAS Fixed Assets 101 Product Essentials and Intro
How Integrated Genius Manufacturing, Sage ERP Accpac, and Sage Simply
11:00 a.m. – 12:00 p.m. P-GEN14 Product Showcase/Cross Sell
Accounting Solutions Support Lean Manufacturing
11:00 a.m. – 12:00 p.m. P-PCH10 Sage Peachtree Partner Round Table Industry Trends and Best Practices
11:00 a.m. – 12:00 p.m. P-PCH11 Installing Sage Peachtree 2012 in a Network Environment Beyond the Basics
11:00 a.m. – 12:00 p.m. P-PCH18 Sage Peachtree Technical Overview: Beginner Beyond the Basics
11:00 a.m. – 12:00 p.m. P-SAN01 Internal Controls for Small Business Accounting Systems Industry Trends and Best Practices
11:00 a.m. – 12:00 p.m. P-SIM04 Introducing Your Next BIG Money Maker: Sage Simply Accounting Product Essentials and Intro
11:00 a.m. – 12:00 p.m. P-VAL12 Sage BusinessVision: The Road Ahead for Sage BusinessVision What's New and Product Futures
2:15 p.m. – 3:45 p.m. P-ERP32 Optimizing Crystal Reports with Sage Products Product Essentials and Intro
2:15 p.m. – 3:45 p.m. P-FAS02 Conducting Fixed Asset Inventories Beyond the Basics
2:15 p.m. – 3:45 p.m. P-GEN11 Effective Selling of Traditional Software in the Cloud Industry Trends and Best Practices
Sage ERP Accpac and Genius Manufacturing: A Case for Integrated Best-of-Breed
2:15 p.m. – 3:45 p.m. P-GEN15 Industry Trends and Best Practices
Vertical Solutions
2:15 p.m. – 3:45 p.m. P-GEN16 Designing and Managing Your Internal Controls Organizational Excellence
2:15 p.m. – 3:45 p.m. P-PCH06 Introducing Sage Peachtree 2012—Bring Laptop What's New and Product Futures
2:15 p.m. – 3:45 p.m. P-PCH08 Grow your Practice with Sage Peachtree Quantum Product Showcase/Cross Sell


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2:15 p.m. – 3:45 p.m. P-SAN02 It's Your Move Industry Trends and Best Practices
2:15 p.m. – 3:45 p.m. P-SIM02-1 Sage Simply Accounting Bootcamp (Part 1 of 2)—Bring Laptop Beyond the Basics
2:15 p.m. – 3:45 p.m. P-VAL04 Sage BusinessWorks: The Road Ahead What's New and Product Futures
4:00 p.m. – 5:30 p.m. P-FAS05 Advanced Selling Tactics for Sage Business Partners Organizational Excellence
4:00 p.m. – 5:30 p.m. P-PCH02 Applying Industry Best Practices Within Sage Peachtree Industry Trends and Best Practices
Creating Interactive Company Dashboards Using Sage Peachtree

4:00 p.m. – 5:30 p.m. P-PCH09 Product Essentials and Intro
Business Intelligence
4:00 p.m. – 5:30 p.m. P-PCH19 Sage Peachtree Managed Payroll: Integrated, Secure, and Easy! Product Essentials and Intro
4:00 p.m. – 5:30 p.m. P-SAN03 Business Continuity and Disaster Recovery Industry Trends and Best Practices
4:00 p.m. – 5:30 p.m. P-SIM02-2 Sage Simply Accounting Bootcamp (Part 2 of 2)—Bring Laptop Beyond the Basics
4:00 p.m. – 5:30 p.m. P-VAL05 Sage BusinessWorks: BWAccess 2.0 Beyond the Basics
4:00 p.m. – 5:30 p.m. P-VAL10 Sage DacEasy: What's New in Sage DacEasy 2012—Bring Laptop What's New and Product Futures
4:00 p.m. – 5:30 p.m. P-VAL13 Sage BusinessVision: What's New in Sage BusinessVision 2011 What's New and Product Futures
Tuesday, July 12
8:45 a.m. – 9:45 a.m. P-FAS03 The Future of Sage FAS Fixed Assets What's New and Product Futures
8:45 a.m. – 9:45 a.m. P-GEN13 The Newly Emerging--and Even Growing--Hispanic Market Product Showcase/Cross Sell
8:45 a.m. – 9:45 a.m. P-PCH03-1 Introduction to Sage Peachtree Business Intelligence (Part 1 of 2)—Hands-on Beyond the Basics
Sage Peachtree Solution Provider Best Practices: How Can You Turbo-Boost Your
8:45 a.m. – 9:45 a.m. P-PCH14 Organizational Excellence
Business?—Panel
8:45 a.m. – 9:45 a.m. P-PCH17 Sage Peachtree Technical Overview: Advanced Beyond the Basics
8:45 a.m. – 9:45 a.m. P-SAN04 Security for Accountants: New Legal Requirements and Practical Solutions Industry Trends and Best Practices
8:45 a.m. – 9:45 a.m. P-SIM03 Does Your Accounting System Speak Spanish? Industry Trends and Best Practices
online Session Search tool for the most up-to-date session listing with abstracts and listing of customer sessions. continued 23
Sage Accounting Solutions
Sage Accountants Network, Sage BusinessWorks Accounting, Sage BusinessVision Accounting,
Sage DacEasy, Sage FAS Fixed Assets, Sage Peachtree, Sage Peachtree Quantum
Tuesday – Continued

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8:45 a.m. – 9:45 a.m. P-VAL06 Sage BusinessWorks: PCI and Credit Card Processing in Sage BusinessWorks Product Showcase/Cross Sell
10:00 a.m. – 11:15 a.m. P-GEN10 Best Practices for Software Implementation Organizational Excellence
10:00 a.m. – 11:15 a.m. P-PCH03-2 Introduction to Sage Peachtree Business Intelligence (Part 2 of 2)—Hands-on What's New and Product Futures
10:00 a.m. – 11:15 a.m. P-PCH15 How Does Sage Peachtree Win Against QuickBooks? Organizational Excellence
10:00 a.m. – 11:15 a.m. P-SAN05 Don't Just Survive: Thrive and Come Alive in Your Practice Industry Trends and Best Practices
10:00 a.m. – 11:15 a.m. P-SIM01 Sage Simply Accounting: Expand Into New Markets Product Essentials and Intro
11:30 a.m. – 12:45 p.m. P-ERP86 Power Excel With Sage Intelligence Beyond the Basics
11:30 a.m. – 12:45 p.m. P-FAS04 The New Sage FAS Fixed Assets Up Close—Hands-on What's New and Product Futures
11:30 a.m. – 12:45 p.m. P-PCH07 Sage Peachtree Product Roadmap Roundtable What's New and Product Futures
11:30 a.m. – 12:45 p.m. P-PCH12 Sage Peachtree Top 10 Tech Support Call Drivers Beyond the Basics
11:30 a.m. – 12:45 p.m. P-SAN06 Expanding Your Horizons: Stop Letting Software Hold You Back Industry Trends and Best Practices
Understanding Mobile Invoicing and Payments with Sage Billing Boss and Payment
11:30 a.m. – 12:45 p.m. P-SAN08 Industry Trends and Best Practices
Boss: Bring Your Own Smart Phone – Bring Laptop
11:30 a.m. – 12:45 p.m. P-VAL11 Sage DacEasy: The Road Ahead for Sage DacEasy What's New and Product Futures
2:00 p.m. – 3:15 p.m. P-PCH13 Expand the Power of Sage Peachtree With Third-Party Solutions—Panel Product Showcase/Cross Sell
2:00 p.m. – 3:15 p.m. P-PCH16 Sage Peachtree Connected Services Product Essentials and Intro
2:00 p.m. – 3:15 p.m. P-SAN07 Creating a Social Media Policy for Your Accounting Firm Industry Trends and Best Practices
2:00 p.m. – 3:15 p.m. P-SAN09 Filling the Gap With Sage Simply Accounting Enterprise Product Showcase/Cross Sell

Sage ERP Solutions
Sage ERP Accpac, Sage ERP MAS 90, Sage ERP MAS 200, Sage ERP MAS 500,
Sage ERP X3, Sage PFW ERP, Sage Pro ERP

Sunday, July 10
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10:00 a.m. – 5:00 p.m. P-ERP94 Sage ERP MAS 90 and 200: Preparing for Success-Version 4.5 Workshop What's New and Product Futures
Sage ERP MAS 90 and 200: Selling, Implementing, and Extending

10:00 a.m. – 5:00 p.m. P-ERP95 Product Essentials and Intro
SageCRM—Bring Laptop
10:00 a.m. – 5:00 p.m. P-ERP96 Sage ERP Accpac: Selling, Implementing, and Extending SageCRM—Bring Laptop Product Essentials and Intro
Sage ERP: Intelligence – One-day Intense Workshop for Sage ERP MAS and Sage ERP
Accpac Intelligence—Bring Laptop
Monday, July 11
11:00 a.m. – 12:00 p.m. P-ERP01 Sage Pro: What's New in Sage Pro 2011 and Upgrade Discussion What's New and Product Futures
11:00 a.m. – 12:00 p.m. P-ERP09 Sage PFW: Sage PFW Intelligence—Hands-on Beyond the Basics
11:00 a.m. – 12:00 p.m. P-ERP17 Sage ERP Accpac: UI Porting Tool—Bring Laptop Beyond the Basics
11:00 a.m. – 12:00 p.m. P-ERP18 Sage ERP MAS 500: Development Beyond the Basics
11:00 a.m. – 12:00 p.m. P-ERP24 Sage ERP Accpac: Software Development Kit (SDK)-Introduction Beyond the Basics
Solution Selling in the Service Maintenance & Engineering Verticals. Plus FREE
11:00 a.m. – 12:00 p.m. P-ERP26 Product Showcase/Cross Sell
Improving Profitability, Productivity and Efficiency Packet for Your Customers
11:00 a.m. – 12:00 p.m. P-ERP35 Sage ERP X3: The Road Ahead What's New and Product Futures
11:00 a.m. – 12:00 p.m. P-ERP44 Sage ERP MAS 90 and 200: Product Updates—Hands-on Product Essentials and Intro
11:00 a.m. – 12:00 p.m. P-ERP45 Sage ERP MAS 90 and 200: The New Sage Abra Solutions for Today's Economic Reality Product Essentials and Intro
11:00 a.m. – 12:00 p.m. P-ERP48 Sage ERP MAS 90 and 200: SageCRM—Deep Dive Into the Integration Product Essentials and Intro
11:00 a.m. – 12:00 p.m. P-ERP51 Sage ERP MAS 500: Keys to Success With Material Requirements Planning Industry Trends and Best Practices
11:00 a.m. – 12:00 p.m. P-ERP60 Sage ERP: SageCRM-Tie It All Together With SageCRM Product Essentials and Intro
Sage ERP Solutions

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Sage ERP Accpac: How to Demo Version 6.0 From a Technical Point
11:00 a.m. – 12:00 p.m. P-ERP67 What's New and Product Futures
of View—Bring Laptop
Sage ERP Accpac: How to Implement Credit Card Processing in a Secure PCI
11:00 a.m. – 12:00 p.m. P-ERP69 Beyond the Basics
Compliance Environment—Hands-on
11:00 a.m. – 12:00 p.m. P-ERP75 Sage ERP MAS: Introduction to Sage MAS Intelligence-Why Your Customers Need It Product Essentials and Intro
11:00 a.m. – 12:00 p.m. P-ERP79 Sage ERP: Global Solutions—Panel Industry Trends and Best Practices
11:00 a.m. – 12:00 p.m. P-ERP83 Sage ERP Accpac: Piggybacking on the Marketing Efforts of Sage—Panel Organizational Excellence
How Integrated Genius Manufacturing, Sage ERP Accpac, and Sage Simply Accounting
11:00 a.m. – 12:00 p.m. P-GEN14 Product Showcase/Cross Sell
Solutions Support Lean Manufacturing
11:00 a.m. – 12:00 p.m. P-HPT01 What's New at Sage Employer Solutions What's New and Product Futures
11:00 a.m. – 12:00 p.m. P-VAL07 Sage TimeSheet: Partnering to Build v2011 What's New and Product Futures
2:15 p.m. – 3:45 p.m. P-ERP02 Sage Pro: Get Creative With Data Drillers Beyond the Basics
2:15 p.m. – 3:45 p.m. P-ERP08 Sage PFW: What's New in Sage PFW 2011 What's New and Product Futures
2:15 p.m. – 3:45 p.m. P-ERP101 Explode Your CRM/EES Business Through Partnering Organizational Excellence
2:15 p.m. – 3:45 p.m. P-ERP11 Sage ERP MAS 500: .Net with Sage ERP MAS 500—Hands-on Beyond the Basics
Sage ERP Accpac: Software Development Kit (SDK) for Developers

2:15 p.m. – 3:45 p.m. P-ERP12-1 Beyond the Basics
(Part 1 of 5)—Bring Laptop
2:15 p.m. – 3:45 p.m. P-ERP14-1 Sage ERP MAS 200: Programming to Sage ERP MAS 200 SQL Standards (Part 1 of 2) Beyond the Basics
2:15 p.m. – 3:45 p.m. P-ERP16 Sage ERP Accpac: Writing Views—Bring Laptop Beyond the Basics
2:15 p.m. – 3:45 p.m. P-ERP32 Sage ERP: Optimizing Crystal Reports With Sage Products Product Essentials and Intro
2:15 p.m. – 3:45 p.m. P-ERP46 Sage ERP MAS 90 and 200: The Road Ahead What's New and Product Futures
2:15 p.m. – 3:45 p.m. P-ERP54 Sage ERP MAS 500: The Road Ahead What's New and Product Futures


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2:15 p.m. – 3:45 p.m. P-ERP64A Sage ERP Accpac: The Road Ahead What's New and Product Futures
Sage ERP Accpac: Creating and Customizing Financial Statements Using the
2:15 p.m. – 3:45 p.m. P-ERP73 Beyond the Basics
Intelligence Report Designer—Hands-on
2:15 p.m. – 3:45 p.m. P-ERP98 Sage ERP X3: Fascinating the C-Executive in 15 Minutes or Less! Beyond the Basics
Sage ERP Accpac and Genius Manufacturing: A Case for Integrated Best-of-Breed
2:15 p.m. – 3:45 p.m. P-GEN15 Industry Trends and Best Practices
Vertical Solutions
4:00 p.m. – 5:30 p.m. P-ERP102 Enhanced Financial Reporting Beyond the Basics

4:00 p.m. – 5:30 p.m. P-ERP12-2 Beyond the Basics
4:00 p.m. – 5:30 p.m. P-ERP14-2 Sage ERP MAS 200: Programming to Sage MAS 200 SQL Standards (Part 2 of 2) Beyond the Basics
Drowning in Data? Get 25 tips to help your client identify Business Needs and Increase
4:00 p.m. – 5:30 p.m. P-ERP30 Product Showcase/Cross Sell
Your Revenue!
Remove the Fear from Selling to Retailers! Gain 10 Ways you can Increase any
4:00 p.m. – 5:30 p.m. P-ERP31 Retailer’s Bottom Line by Installing Sage ERP MAS 90 and 200 Retail Specific Solution. Product Showcase/Cross Sell
Receive 2 free ROI Calculators that Quantify the Advantages to Clients and Prospects.
4:00 p.m. – 5:30 p.m. P-ERP39 Sage ERP X3: Introducing Sage ERP X3 Standard Edition What's New and Product Futures
Sage ERP MAS 500: Achieve Operating Performance Excellence with

4:00 p.m. – 5:30 p.m. P-ERP57 Product Essentials and Intro
Sage MAS Intelligence
4:00 p.m. – 5:30 p.m. P-ERP58 Sage ERP MAS: Intelligence – Introduction—Hands-on Product Essentials and Intro
4:00 p.m. – 5:30 p.m. P-ERP62 Sage ERP: SQL Server Disaster Recovery and High Availability Systems Environment
4:00 p.m. – 5:30 p.m. P-ERP64B Sage ERP Accpac: The Road Ahead What's New and Product Futures
4:00 p.m. – 5:30 p.m. P-ERP68 Sage ERP Accpac: Financial Reporting Showcase—Panel Beyond the Basics
4:00 p.m. – 5:30 p.m. P-ERP70 Sage ERP Accpac: It's Here! Version 6.0—Hands-on What's New and Product Futures
4:00 p.m. – 5:30 p.m. P-ERP78 Sage ERP MAS: Intelligence-Your FRX Alternative Product Essentials and Intro
Sage ERP Accpac: Solving Business Challenges for the Accounting & Finance
4:00 p.m. – 5:30 p.m. P-ERP89 Industry Trends and Best Practices
Industry Group—Panel
Sage ERP Solutions

Tuesday, July 12
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Sage SalesLogix Cloud Cross-Sell for MAS Business Partners and
8:45 a.m. – 9:45 a.m. P-CRM05 Product Essentials and Intro
Sage ACT! Certified Consultants
8:45 a.m. – 9:45 a.m. P-ERP05 Sage Pro/Sage PFW: Exploring the New Sage ERP X3 Standard Edition Industry Trends and Best Practices
Sage Pro/Sage PFW: What's in Your Migration Toolbox? Understanding the

8:45 a.m. – 9:45 a.m. P-ERP06 Industry Trends and Best Practices
Migration Tools
8:45 a.m. – 9:45 a.m. P-ERP100 Sage ERP: Defining Niche Vertical Markets for New Customer Acquisitions Industry Trends and Best Practices

8:45 a.m. – 9:45 a.m. P-ERP12-3 Beyond the Basics
Sage ERP MAS 90 and 200: Using Business Objects Interface-Beginner

8:45 a.m. – 9:45 a.m. P-ERP22 Beyond the Basics
8:45 a.m. – 9:45 a.m. P-ERP28 The 3 Steps to Increase Sales by Offering an eBusiness and Workflow Solution! Product Showcase/Cross Sell
Sage ERP MAS 90 and 200: SageCRM Advanced Customization Within an Integrated
Environment—Bring Laptop
8:45 a.m. – 9:45 a.m. P-ERP53 Sage ERP MAS 500: What's New in v74—Hands-on What's New and Product Futures
8:45 a.m. – 9:45 a.m. P-ERP56 Sage ERP MAS 500: Positioning Sage Payment Solutions and Credit Card Processing Product Essentials and Intro
8:45 a.m. – 9:45 a.m. P-ERP71 Sage ERP Accpac: It's Here! Version 6.0 Test Drive—Hands-on What's New and Product Futures
8:45 a.m. – 9:45 a.m. P-ERP82 Sage ERP Accpac: Moving Your Customers to a Microsoft SQL Database—Panel Systems Environment
8:45 a.m. – 9:45 a.m. P-ERP88 Sage ERP Accpac: Solving Business Challenges for the Retail Industry Group—Panel Industry Trends and Best Practices
8:45 a.m. – 9:45 a.m. P-ERP91 Sage ERP Accpac: Boost Revenue With Deployment Options Beyond the Basics
8:45 a.m. – 9:45 a.m. P-ERP99 Sage ERP: Defining Niche Vertical Markets for New Customer Acquisitions Industry Trends and Best Practices
Learn How to Drive More Services Engagement for Your Business With Customers
8:45 a.m. – 9:45 a.m. P-SPN11
Leveraging Microsoft SQL Server as a Starting Point!
8:45 a.m. – 9:45 a.m. P-VAL09 SageTimeSheet: Taking the Challenge out of the Approval Process Beyond the Basics


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10:00 a.m. – 11:15 a.m. P-ERP03 Sage Pro/Sage PFW: Taking down the Migration Road Blocks Industry Trends and Best Practices

10:00 a.m. – 11:15 a.m. P-ERP12-4 Beyond the Basics
10:00 a.m. – 11:15 a.m. P-ERP19 Sage ERP Accpac: Implementing User Assistance Beyond the Basics
Sage ERP MAS 90 and 200: Using Business Objects Interface-Advanced

How to Outsell Your Competition When Selling to the Consumer Packaged Goods
10:00 a.m. – 11:15 a.m. P-ERP25 Market. Plus, Receive the Complimentary Foolproof Methods to Sell Supply Chain Product Showcase/Cross Sell
Solutions Training Guide
10:00 a.m. – 11:15 a.m. P-ERP37 Sage ERP X3: Review of the New Functionality in Version 6.2 What's New and Product Futures
10:00 a.m. – 11:15 a.m. P-ERP40 Sage ERP MAS 90 and 200: Successful Implementations and Upgrades Systems Environment
10:00 a.m. – 11:15 a.m. P-ERP43 Sage ERP MAS 90 and 200: What's Coming in v4.5—Hands-on Product Essentials and Intro
10:00 a.m. – 11:15 a.m. P-ERP50 Sage ERP MAS 500: Ask the Execs Industry Trends and Best Practices
10:00 a.m. – 11:15 a.m. P-ERP61 Sage ERP: SQL Server Performance Tuning and Diagnostics Systems Environment
10:00 a.m. – 11:15 a.m. P-ERP63 Sage ERP MAS: Sage Financial Reporter Overview What's New and Product Futures
Sage ERP Accpac: Creating Interactive Company Dashboards Using

Intelligence—Hands-on
Sage ERP: SageCRM – Learn How to Position SageCRM to Your Current ERP
Customers—Panel
10:00 a.m. – 11:15 a.m. P-ERP85 Sage ERP Accpac: Solving Business Challenges for the Services Industry Group—Panel Industry Trends and Best Practices
Sage ERP Accpac: Solving Business Challenges for the Distribution

10:00 a.m. – 11:15 a.m. P-ERP87 Industry Trends and Best Practices
Industry Group—Panel
Are You Drowning in Paper? Catch the Wave of doc-link, Integrated Document
10:00 a.m. – 11:15 a.m. P-SPN10 Product Showcase/Cross Sell
Management for Sage
10:00 a.m. – 11:15 a.m. P-VAL08 SageTimeSheet: Helping Your Customers Track Time and Expenses Product Showcase/Cross Sell
11:30 a.m. – 12:45 p.m. P-ERP04 Sage Pro: A Data Expedition With Alchemex Product Showcase/Cross Sell
11:30 a.m. – 12:45 p.m. P-ERP10 Sage PFW: Everything You Wanted to Know About Sage PFW MSDS What's New and Product Futures
Sage ERP Solutions

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11:30 a.m. – 12:45 p.m. P-ERP12-5 Beyond the Basics
11:30 a.m. – 12:45 p.m. P-ERP13 Sage ERP MAS 500: Customization—Hands-on Beyond the Basics
11:30 a.m. – 12:45 p.m. P-ERP20-1 Sage ERP Accpac: Welcome to SData (Part 1 of 2)—Bring Laptop Beyond the Basics
11:30 a.m. – 12:45 p.m. P-ERP36 Sage ERP X3: Implementation Methodology-Facilitating a Successful Installation Beyond the Basics
11:30 a.m. – 12:45 p.m. P-ERP41 Sage ERP MAS 90 and 200: Influence the Design for Version 4.6 Product Essentials and Intro
11:30 a.m. – 12:45 p.m. P-ERP52 Sage ERP MAS 500: Delivering a Winning Demonstration Product Essentials and Intro
Sage ERP MAS: Intelligence – Creating and Customizing Financial

Statements—Hands-on
11:30 a.m. – 12:45 p.m. P-ERP66 Sage ERP Accpac: Ask the Execs Product Essentials and Intro
11:30 a.m. – 12:45 p.m. P-ERP76 Sage ERP Accpac: SageCRM – Deep Dive on Integration—Hands-on Beyond the Basics
11:30 a.m. – 12:45 p.m. P-ERP86 Power Excel With Sage Intelligence Beyond the Basics
11:30 a.m. – 12:45 p.m. P-ERP92 Sage ERP Accpac: Upgrading Your Customers to Version 6.0 Beyond the Basics
11:30 a.m. – 12:45 p.m. P-ERP93 Sage ERP Accpac: Finding Your Way on the Sage ERP Accpac Partner Portal Beyond the Basics
2:00 p.m. – 3:15 p.m. P-ERP07 Sage Pro/Sage PFW: Get Your ERP Questions Answered—Panel Industry Trends and Best Practices
2:00 p.m. – 3:15 p.m. P-ERP15 Sage ERP MAS 500: APIs and DI Beyond the Basics
2:00 p.m. – 3:15 p.m. P-ERP20-2 Sage ERP Accpac: Welcome to SData (Part 2 of 2)—Bring Laptop Beyond the Basics
2:00 p.m. – 3:15 p.m. P-ERP21 Sage ERP Accpac: Using Open Source Tools for Development Beyond the Basics
10 Ways to Increase Revenue and Reduce Costs in Your Prospect’s Supply Chain.
2:00 p.m. – 3:15 p.m. P-ERP27 Plus, Receive the Complimentary Foolproof Methods to Sell Supply Chain Solutions Product Showcase/Cross Sell
Training Guide
2:00 p.m. – 3:15 p.m. P-ERP38 Sage ERP X3: Sales and Marketing Resources Roundtable Industry Trends and Best Practices
2:00 p.m. – 3:15 p.m. P-ERP49 Sage ERP MAS 90 and 200: Ask the Execs Industry Trends and Best Practices


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2:00 p.m. – 3:15 p.m. P-ERP55 Sage ERP MAS 500: Successful Implementations and Upgrades Systems Environment
Sage ERP Accpac: SageCRM – Advanced Customization Within an Integrated

2:00 p.m. – 3:15 p.m. P-ERP74 Beyond the Basics
Environment A—Hands-on
2:00 p.m. – 3:15 p.m. P-ERP80 Sage ERP Accpac: Top 10 Things Your Customers Don't Know About Sage ERP Accpac Beyond the Basics
2:00 p.m. – 3:15 p.m. P-ERP81 Sage ERP MAS: Intelligence – Creating Interactive Company Dashboards—Hands-on Beyond the Basics
Sage ERP Accpac: Proactive Strategies – Get Externally Focused – How to Sell Against
2:00 p.m. – 3:15 p.m. P-ERP84 Industry Trends and Best Practices
the Competition—Panel
2:00 p.m. – 3:15 p.m. P-ERP90 Sage ERP Accpac: Influence the Design of Version 6.1 Beyond the Basics
Sage Healthcare and Practice Management
Sage Intergy CHC, Sage Intergy EHR, Sage Intergy PACS, Sage Intergy PM,
Sage Intergy RIS, Sage Medical Manager, Sage Transaction Services

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11:00 a.m. – 12:00 p.m. P-SHC01A Getting the Most From the Sage Advantage Partner Program Organizational Excellence
11:00 a.m. – 12:00 p.m. P-SHC05 Sage Intergy: What Is Ahead? What's New and Product Futures
2:15 p.m. – 3:45 p.m. P-SHC11 Technical Support Roundtable Product Essentials and Intro
2:15 p.m. – 3:45 p.m. P-SHC12 Product Management Roundtable Product Essentials and Intro
Learn How to Demonstrate the Sage Practice Portal to Show Value to

4:00 p.m. – 5:30 p.m. P-SHC08 Beyond the Basics
Your Prospects—Hands-on
Getting the Most out of Sage Medical Manager PM by Adding
4:00 p.m. – 5:30 p.m. P-SHC10 Beyond the Basics
Sage Intergy EHR
Tuesday, July 12
How to Demonstrate the Meaningful Use Measures and Sage Intergy

8:45 a.m. – 9:45 a.m. P-SHC09 Beyond the Basics
Meaningful Use Edition—Hands-on
8:45 a.m. – 9:45 a.m. P-SHC13 Sage Transaction Services: An Ongoing Revenue Opportunity Beyond the Basics
10:00 a.m. – 11:15 a.m. P-SHC06 Sage Solutions for Smaller Physician Practices What's New and Product Futures
How to Demonstrate Sage Intergy Practice Analytics and Quality Measures

10:00 a.m. – 11:15 a.m. P-SHC07 Beyond the Basics
Edition Dashboards—Hands-on
Stimulus and Meaningful Use Update: What is Happening Now, Stage One,
11:30 a.m. – 12:45 p.m. B-SHC04 Organizational Excellence
Stage Two, and the Future
11:30 a.m. – 12:45 p.m. P-SHC01B Getting the Most From the Sage Advantage Partner Program Organizational Excellence
2:00 p.m. – 3:15 p.m. P-SHC02 The HIT Competitive Landscape Organizational Excellence
The HIT Sales Tool Kit: Sales Tools to Support Each Phase of the Medical
2:00 p.m. – 3:15 p.m. P-SHC03 Organizational Excellence
Practice Buying Process

Sage Construction and Real Estate
Sage Master Builder, Sage Timberline Estimating, Sage Timberline Office

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Sage Construction and Real Estate Certification Program Update: Reconnecting with
11:00 a.m. – 12:00 p.m. P-CRE08 Certification
Sage and Colleagues
11:00 a.m. – 12:00 p.m. P-MBR02 Sage Master Builder Report Writer Tips and Tricks—Hands-on Beyond the Basics
11:00 a.m. – 12:00 p.m. P-STE03 Looking Ahead With Sage Timberline Enterprise What's New and Product Futures
2:15 p.m. – 3:45 p.m. P-CRE06 Looking Ahead With Sage Estimating What's New and Product Futures
2:15 p.m. – 3:45 p.m. P-CRE07 Looking Ahead With Sage Timberline Office and Sage Master Builder What's New and Product Futures
Using Sage Timberline Enterprise Report Designer to Make Commonly

2:15 p.m. – 3:45 p.m. P-STE07 Beyond the Basics
Requested Report Changes
4:00 p.m. – 5:30 p.m. P-CRE02 Where to Find Market Opportunities and Revenue Industry Trends and Best Practices
4:00 p.m. – 5:30 p.m. P-STE02 Sage Timberline Enterprise 2011: Latest Features and Enhancements What's New and Product Futures
4:00 p.m. – 5:30 p.m. P-STE08 Sage Timberline Enterprise Report Designer: Modifying Report Views Beyond the Basics
Tuesday, July 12
8:45 a.m. – 9:45 a.m. P-CRE04 Selling Against the Competition in the Construction Industry Industry Trends and Best Practices
8:45 a.m. – 9:45 a.m. P-MBR03-1 Crystal Reports for Sage Master Builder (Part 1 of 2) Beyond the Basics
8:45 a.m. – 9:45 a.m. P-STE01 Positioning and Selling Sage Timberline Enterprise Industry Trends and Best Practices
8:45 a.m. – 9:45 a.m. P-STE06 Lessons Learned Implementing Sage Timberline Enterprise Beyond the Basics
Sage Construction and Real Estate
Sage Master Builder, Sage Timberline Estimating, Sage Timberline Office

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10:00 a.m. – 11:15 a.m. P-CRE03 Developing Your Marketing Plan and Strategies Industry Trends and Best Practices
10:00 a.m. – 11:15 a.m. P-MBR03-2 Crystal Reports for Sage Master Builder (Part 2 of 2) Beyond the Basics
10:00 a.m. – 11:15 a.m. P-STE05 Lessons Learned Migrating to Sage Timberline Enterprise Beyond the Basics
10:00 a.m. – 11:15 a.m. P-STO10 Positioning and Selling Sage Timberline Office Industry Trends and Best Practices
11:30 a.m. – 12:45 p.m. P-CRE01 Positioning and Selling Sage Estimating Industry Trends and Best Practices
11:30 a.m. – 12:45 p.m. P-MBR01 Positioning and Selling Sage Master Builder Industry Trends and Best Practices
11:30 a.m. – 12:45 p.m. P-STE09 Sage Timberline Enterprise Dispatch Board Tips and Tricks Beyond the Basics
2:00 p.m. – 3:15 p.m. P-CRE05 Pulling It All Together to Develop Your Winning Business Strategy Industry Trends and Best Practices
2:00 p.m. – 3:15 p.m. P-STE04 Handling Sage Timberline Enterprise Preventive Maintenance Agreements Beyond the Basics

Sage Customer Relationship Management
Sage ACT!, Sage SalesLogix, SageCRM, SageCRM.com

Monday, July 11
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11:00 a.m. – 12:00 p.m. P-ACT01 Future of Sage ACT!: An Interactive, Collaborative Session What's New and Product Futures
11:00 a.m. – 12:00 p.m. P-CRM01 Sage SalesLogix Vision and Roadmap What's New and Product Futures
11:00 a.m. – 12:00 p.m. P-CRM13 What's New in SageCRM v7.1 What's New and Product Futures
11:00 a.m. – 12:00 p.m. P-ERP48 Sage ERP MAS 90 and 200: SageCRM—Deep Dive Into the Integration Product Essentials and Intro
11:00 a.m. – 12:00 p.m. P-ERP60 Sage ERP: SageCRM-Tie It All Together With SageCRM Product Essentials and Intro
11:00 a.m. – 12:00 p.m. P-ERP67 Sage ERP Accpac: How to Demo Version 6.0 From a Technical Point of View—Bring Laptop What's New and Product Futures
2:15 p.m. – 3:45 p.m. P-ACT02 What's New in Sage ACT! 2012 What's New and Product Futures
2:15 p.m. – 3:45 p.m. P-CRM02 Jazz Up Sage SalesLogix: Powerful Tips for the Salesperson of Today Product Essentials and Intro
2:15 p.m. – 3:45 p.m. P-CRM03 What's New in Sage SalesLogix 2011 What's New and Product Futures
2:15 p.m. – 3:45 p.m. P-CRM14 Sage E-Marketing for SageCRM and SageCRM Communications Manager Deep Dive Product Essentials and Intro
4:00 p.m. – 5:30 p.m. P-ACT03 Sage ACT! Technical Overview Beyond the Basics
4:00 p.m. – 5:30 p.m. P-ACT04 Doing Business with Sage: Sales Programs Overview Industry Trends and Best Practices
4:00 p.m. – 5:30 p.m. P-CRM08 Sage SalesLogix Configuration Versus Customization Beyond the Basics
Learn How to Sell Your CRM Prospects on Managing Not Just Their Relationships, But Their
4:00 p.m. – 5:30 p.m. P-CRM16 Product Showcase/Cross Sell
Service Delivery and Profits
4:00 p.m. – 5:30 p.m. P-ERP62 Sage ERP: SQL Server Disaster Recovery and High Availability Systems Environment
Tuesday, July 12
8:45 a.m. – 9:45 a.m. P-ACT05 Troubleshooting Fundamentals Beyond the Basics
Sage Customer Relationship Management
Sage ACT!, Sage SalesLogix, SageCRM, SageCRM.com
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8:45 a.m. – 9:45 a.m. P-ACT06 Business Strategy: Building Specialization With Sage Connected Services Organizational Excellence
8:45 a.m. – 9:45 a.m. P-CRM04 Jumpstart Your Marketing: Sage SalesLogix Marketing Tips, Tricks, and Resources Product Essentials and Intro
8:45 a.m. – 9:45 a.m. P-CRM05 Sage SalesLogix Cloud Cross-Sell for MAS Business Partners and Sage ACT! Certified Consultants Product Essentials and Intro
8:45 a.m. – 9:45 a.m. P-CRM17 Going Green: Paperless Quotes and Orders Product Showcase/Cross Sell
Sage ERP MAS 90 and 200: SageCRM Advanced Customization Within an Integrated
Environment—Bring Laptop
8:45 a.m. – 9:45 a.m. P-ERP91 Sage ERP Accpac: Boost Revenue With Deployment Options Beyond the Basics
10:00 a.m. – 11:15 a.m. P-ACT07 Extending Sage ACT! Premium 2012: Access via Web Beyond the Basics
10:00 a.m. – 11:15 a.m. P-CRM06 Sage SalesLogix Cloud: Taking Your Business Model Into the Cloud What's New and Product Futures
10:00 a.m. – 11:15 a.m. P-CRM07 Sage SalesLogix Mobile: The Anywhere Workforce Product Essentials and Intro
10:00 a.m. – 11:15 a.m. P-ERP61 Sage ERP: SQL Server Performance Tuning and Diagnostics Systems Environment
11:30 a.m. – 12:45 p.m. P-ACT09 Give Your Customers the Edge: Smart Tasks Best Practices Industry Trends and Best Practices
11:30 a.m. – 12:45 p.m. P-ACT10 Marketing Bootcamp: Blend Online Marketing Strategies With a Twist of Social Media Industry Trends and Best Practices
Beating the Competition: Selling Sage SalesLogix Effectively Against Microsoft CRM and
11:30 a.m. – 12:45 p.m. P-CRM11 Industry Trends and Best Practices
Salesforce.com
11:30 a.m. – 12:45 p.m. P-CRM12 Proactive CRM With Sage SalesLogix Advanced Analytics What's New and Product Futures
2:00 p.m. – 3:15 p.m. P-ACT11 Reading the Room: Transferring Game Theory Into Value Business Principles Organizational Excellence
2:00 p.m. – 3:15 p.m. P-CRM09 The Wow Factor: Best Practices For Demonstrating Sage SalesLogix Industry Trends and Best Practices
2:00 p.m. – 3:15 p.m. P-CRM10 The Next Generation of Sage SalesLogix Cloud What's New and Product Futures
2:00 p.m. – 3:15 p.m. P-CRM15 Getting Clever With the SageCRM Interactive Dashboards Beyond the Basics

Sage HR and Payroll Management
Sage Abra HRMS, Sage TimeSheet, Sage Timeslips

Sunday, July 10
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10:00 a.m. – 5:00 p.m. P-HPT10 Suite-to-SQL Migration—Hands-on Other
Monday, July 11
11:00 a.m. – 12:00 p.m. P-HPT01 What's New at Sage Employer Solutions What's New and Product Futures
11:00 a.m. – 12:00 p.m. P-VAL07 Sage TimeSheet: Partnering to Build v2011 What's New and Product Futures
2:15 p.m. – 3:45 p.m. P-HPT04 Return on Employee Investment (ROEI) Industry Trends and Best Practices
2:15 p.m. – 3:45 p.m. P-HPT09 Connected Services: How to Leverage the Web and Mobility to Enhance On-Premise Solutions What's New and Product Futures
2:15 p.m. – 3:45 p.m. P-VAL01 Sage Timeslips Road Ahead What's New and Product Futures
4:00 p.m. – 5:30 p.m. P-HPT06 Winning with Sage Abra: Business Partner Discussion on Sage Abra Competition—Panel Industry Trends and Best Practices
4:00 p.m. – 5:30 p.m. P-VAL02 Sage Timeslips Data Repair and Much More Beyond the Basics
Tuesday, July 12
8:45 a.m. – 9:45 a.m. P-HPT02-1 Microsoft SQL: Beyond the Basics With Sage Abra (Part 1 of 4) Beyond the Basics
8:45 a.m. – 9:45 a.m. P-HPT03 Solutions to Improve the Return on Employee Investment (ROEI) Beyond the Basics
8:45 a.m. – 9:45 a.m. P-VAL09 SageTimeSheet: Taking the Challenge out of the Approval Process Beyond the Basics
Sage HR and Payroll Management
Sage Abra HRMS, Sage TimeSheet, Sage Timeslips

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10:00 a.m. – 11:15 a.m. P-HPT02-2 Microsoft SQL: Beyond the Basics With Sage Abra (Part 2 of 4) Beyond the Basics
10:00 a.m. – 11:15 a.m. P-HPT05 Connectivity is King: Mobile Business Solutions for a Mobile World What's New and Product Futures
10:00 a.m. – 11:15 a.m. P-VAL03 Sage Timeslips in the Cloud Product Showcase/Cross Sell
10:00 a.m. – 11:15 a.m. P-VAL08 SageTimeSheet: Helping Your Customers Track Time and Expenses Product Showcase/Cross Sell
11:30 a.m. – 12:45 p.m. P-HPT02-3 Microsoft SQL: Beyond the Basics With Sage Abra (Part 3 of 4) Beyond the Basics
2:00 p.m. – 3:15 p.m. P-HPT02-4 Microsoft SQL: Beyond the Basics With Sage Abra (Part 4 of 4) Beyond the Basics
Getting the Most from Your Sage Abra Team: Business Partner Panel on
11:30 a.m. – 12:45 p.m. P-HPT07 Industry Trends and Best Practices
Utilizing Sage Abra Resources
2:00 p.m. – 3:15 p.m. P-HPT08 SQL and Sage Abra: Positioning, Qualifing, and Presenting Industry Trends and Best Practices

Sage Nonprofit Solutions
Sage Fund Accounting, Sage Fundraising 50, Sage Fundraising Online,
Sage Grant Mangement, Sage Millennium

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11:00 a.m. – 12:00 p.m. P-NPS01 Sage Grant Management: Position, Sell, Implement, Succeed-Presentation Product Showcase/Cross Sell
11:00 a.m. – 12:00 p.m. P-NPS10 What's New in Sage Fundraising 50 What's New and Product Futures
Sage Fund Accounting Human Resource Management Advanced

2:15 p.m. – 3:45 p.m. P-NPS02 Beyond the Basics
Topics—Hands-on—Bring Laptop
2:15 p.m. – 3:45 p.m. P-NPS11 Sage Millennium Product Showcase/Cross Sell
Sage Fund Accounting Employee Web Services Advanced

4:00 p.m. – 5:30 p.m. P-NPS03 Beyond the Basics
Topics—Hands-on—Bring Laptop
4:00 p.m. – 5:30 p.m. P-NPS12 Implementations Done Right Industry Trends and Best Practices
Tuesday, July 12
8:45 a.m. – 9:45 a.m. P-NPS04 Launching a New Offering: Marketing Tips-Presentation Industry Trends and Best Practices
8:45 a.m. – 9:45 a.m. P-NPS13 Advanced Queries and Reporting in Sage Fundraising 50 Beyond the Basics
10:00 a.m. – 11:15 a.m. P-NPS05 The Past, Present, and Future of Sage Fund Accounting: Collaborative Session What's New and Product Futures
10:00 a.m. – 11:15 a.m. P-NPS14 Introducing Sage Fundraising Online Product Showcase/Cross Sell
11:30 a.m. – 12:45 p.m. P-NPS06 Introduction to Sage Grant Management: Presentation Product Essentials and Intro
11:30 a.m. – 12:45 p.m. P-NPS07 It's More Than a Slide Deck: Sharpening up Your Sales Pitch—Hands-on—Bring Laptop Industry Trends and Best Practices
2:00 p.m. – 3:15 p.m. P-NPS09 Sage Fund Accounting Competitive Round Up: Presentation Industry Trends and Best Practices
2:00 p.m. – 3:15 p.m. P-NPS15 New Tricks for Old Dogs: How to Sell Sage Fundraising Online Beyond the Basics
Network
Network Join the Conversation

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Sage Summit is the perfect atmosphere for talking shop with peers, providing your perspective, and gaining the
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Make connections with a broader, more diverse Sage community:
• Forge relationships and alliances with partners.
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Network Networking Activities

There’s No Substitute for Face-to-Face Interaction.
Connecting virtually is great but there’s no substitute for face-to-face interaction. Past attendees agree that one
of the most beneficial aspects of Sage Summit is the opportunity to network with peers to understand the steps
they took to solve challenges similar to the ones you face. That’s why we’ve planned several networking activities
throughout the conference, including:
All New Partner Meet and Greet Receptions National Harbor Crawl—Meet and
Sunday, July 10, 2011 | 5:00 p.m.–6:00 p.m. Greet Receptions
Tuesday, July 12, 2011 | 5:00 p.m.–6:00 p.m.
This partner-only function is an annual conference tradition.
The Meet and Greet Receptions will be organized by On Tuesday evening, attendees will head to various
functional role (Sales, Executives, Technology, etc.) so watering holes on National Harbor to mix and mingle
you can easily connect with like-minded partners. This is with likeminded folks. This is a great opportunity to make
a terrific opportunity to share ideas and perspectives with connections with peers who can relate to your job role,
people who face the same challenges you face. the product you use, and the challenges you face each
day. Each product group will have its own tavern or
Welcome Reception and Trade Show restaurant, so connecting with peers is easy. Appetizers
Sunday, July 10, 2011 | 6:00 p.m.–9:00 p.m. and drink will be provided.
Note: This activity requires a Full Event pass.
Help us kick off Sage Summit 2011 in style at the
Welcome Reception. This is your first opportunity to hit National Harbor 5K Fun Run/Walk
the trade show floor and see the latest and greatest from Wednesday, July 13, 2011 | Check-in: 7:00 a.m.
Sage and our conference exhibitors. You’ll also want
to take this time to reconnect with colleagues, engage The annual 5k Fun Run/Walk is Sponsored by:
with Sage team members, and forge new relationships. your chance to head outside, get
Cocktails and heavy appetizers will be served. some exercise, and have some
fun. Form a team or go solo.
Participants will enjoy a 3.1 mile Booth 319
Fire and Ice Partner Party www.industrios.com
walk, jog, or run though National
Monday, July 11, 2011 | 7:30 p.m.–11:00 p.m. Harbor. All participants will receive a t-shirt,
After absorbing two days worth of tips and best practices, and refreshments. Event Details
it’s time to cut loose for a little fun. This year’s partner Note: This activity requires a Full Event pass.
appreciation party will offer live music, games, great food
and drink, plus a few surprises. Call for Musicians: Can Night at the Museum—Smithsonian Air &
you jam? Sage is seeking musicians from our partner Space Museum Dinner Reception
community to rock out at our annual partner appreciation Wednesday, July 13, 2011 | 7:00 p.m.–10:00 p.m.
party*. Regardless of whether you’re a solo act or you’re Join us as we take over the Smithsonian National
interested in forming a partner band…if you’ve got musical Air and Space museum for an exclusive night of fun
talent, we want to hear about it. Tell us about your and excitement. It’s a great place to take a break from
musical talent.* the fast pace learning and connect with peers in a
relaxed environment.
*Note: This is a preliminary chance to express interest, not a formal commitment. Deadline is March 21. 41
Discover
Discover Trade Show

Innovation Without Limitation.
Sage Summit is your opportunity to explore solutions and services that can expand or enhance the power of your Sage
solution. Whether you’re in the market for a specific application, seeing what’s out there to solve a challenge you’re facing,
or just doing some free form exploring, Sage Summit gets you in touch with software developers and vendors who are as
committed to your success as we are.
• Visit over 200 booths and test-drive solutions from leading technology providers.
• Learn ways to add power and functionality to Sage solutions.
• Make a bee line to the Sage booth to connect with product experts.
• Learn about exclusive discounts on products and services for customers attending Sage Summit.
• Win prizes and gifts.
There’s so much to do, see, ask, and learn. Get face-to-face with the experts. Get hands-on with the tools and
technologies. You never know what you’ll discover. Meet the exhibitors.
Trade Show Schedule

Sunday, July 10
6:00 p.m. – 9:00 p.m. Trade Show and Welcome Reception
Monday, July 11
2:00 p.m. – 5:00 p.m. Trade Show
5:00 p.m. – 7:00 p.m. Trade Show and Reception
Tuesday, July 12
10:00 a.m. – 12:00 p.m. Trade Show
12:00 p.m. – 1:30 p.m. Trade Show and Lunch
Wednesday, July 13
10:15 a.m. – 12:00 p.m. Trade Show
12:00 p.m. – 1:30 p.m. Trade Show and Lunch
Note: Wednesday trade show activities require a Full Event pass.

Register Now
Register Rates and Discounts

More Bang for Your Conference Buck.
Sage is proud to offer Sage Summit at a price that’s below comparable events in the software industry.
Early Bird registration opens February 23. We encourage you to register early to secure reduced pricing.
Registration Type Early Bird Standard Group1 Late/Walk-In

Available Dates* February 23–March 31 April 1–July 1 February 23–July 1 July 2–July 15
Full Event (Sun.–Fri.) $995/person $1,195/person $895/person $1,395/person
3-Day Partner Pass (Sun.–Tues.) $695/person $895/person $595/person $1,095/person
*Registration deadline is at 11:59 p.m., Eastern time
NEW! Installment Plan Option Spouses/Guests

Concerned about costs? Try our installment plan and pay Tickets for specific events as well as a complete package
as little as $250 (full event pass) a month for four months. will be sold both online and at the event (limited number
Must register by March 31 to take advantage of this of tickets are available). Sage reserves the right to charge
payment plan. Installment plan terms and conditions. the stated conference fee for those customers who
purchase guest tickets for themselves. Please note that
¹Group Registration
Sage Summit guests must be 21 years or older to attend
To qualify for this rate, three or more associates must register any event.
from the same company. Group registration will be audited.
Guest Passes
If your company does not have at least three associates
registered, those registrants will be notified and charged the Sunday—Welcome Reception and Trade Show—$30.00
applicable fee at the time of their original registration. Monday—Trade Show Reception and Fire & Ice
Partner Party—$100.00
Conference Cancellation Policy

Conference cancellation requests must be submitted in writing and received on or before midnight ET Friday, June 24, 2011, to receive a
refund, less a $200 service and processing fee. Cancellation requests received after midnight ET Friday, June 24, 2011, and no-shows are
not eligible for a refund. Transfer of the registration fee to subsequent years is not permitted.
43
Register
Register Venue and Accommodations

Gaylord National Hotel and Host Hotel:
Convention Center Gaylord National Hotel & Convention Center
The Gaylord National Hotel & Convention Center will host 201 Waterfront Street
the full conference all under one roof. Located on the National Harbor, MD 20745
banks of the Potomac in National Harbor, MD, just outside $214 Single/Double Occupancy
stunning and historic Washington, DC, Gaylord National
is world renowned for first-class conference and meeting Additional Hotels:
facilities and service and provides fine dining, shopping,
Westin National Harbor
networking areas, a business center and much more.
171 Waterfront Street
National Harbor, MD 20745
Sage Summit Conference Hotels $199 Single/Double Occupancy
and Negotiated Rates
Aloft Washington National Harbor
Sage has negotiated discounted hotel rooms at the
hotels listed below. Hotel reservations are made through 156 Waterfront Street
the online registration process, available March 8, 2011. National Harbor, MD 20745
Register early to secure preferred accommodations. $189 Single/Double Occupancy
Hampton Inn & Suites National Harbor

250 Waterfront Street
National Harbor, MD 20745
$180 Single/Double Occupancy
Download the National Harbor complex map to

see locations of Sage Summit hotels in proximity to
the Gaylord National Hotel and Convention Center.
Note: all hotels in the National Harbor are less than three blocks
from the Gaylord National Hotel and Convention Center.

Register Now
Register Travel Information

Airport Information
The Gaylord National is just a 15-minute drive from Ronald Reagan
National Airport and within a 45-minute drive from Dulles and Baltimore
Washington International Airports. View a map and driving directions
from the airports.
Getting to the Hotel

From the Reagan National Airport (DCA)
• Gaylord National Airport Shuttle departs every 20 minutes from the

Reagan National Airport. Make your shuttle reservation at 800-258-
3826 or at the SuperShuttle desk . Ticket prices are $15 one-way,
$26 round trip with the Sage Summit discount. Must mention group
code MWZVU in order to receive discount.
• ExecuCar Personal Sedan Service services available including SUV,

limousine, and mini-coach . Call 800-660-8000 for reservations and
rates. Must mention group code MWZVU in order to receive discount.
From Dulles International Airport (IAD) or

Baltimore/Washington Airport (BWI)
• SuperShuttle service is available to these major airports. Ticket price

are $43 per passenger, one-way. Make your shuttle reservation at
800-258-3826 or at the SuperShuttle desk .
• ExecuCar Personal Sedan Service (BWI) available including SUV,

limousine, and mini-coach . Call 800-660-8000 for reservations
and rates.
Surrounding Area—National Harbor

National Harbor, home to the Gaylord National, is located just
south of the Woodrow Wilson Bridge along the Capital Beltway in
Prince George’s County, Maryland, just 10 minutes from downtown
Washington, DC. This exciting, sprawling, waterfront community is
currently home to six hotels, lavish residences, a marina, scores of
shops, and fine restaurants. Visit www.nationalharbor.com for details.
45
We look forward to seeing you at Sage Summit 2011.
Register today to secure preferred sessions and accommodations at:
www.SageSummit.com
Thank you to our

Platinum Sponsor:
Booth 322, 414

www.truecommerce.com
www.highjump.com
©2011 Sage Software, Inc. All rights reserved. The Sage logo and the Sage product and service names mentioned herein are registered trademarks or trademarks of
Sage Software, Inc., or its affiliated entities. Business Objects® and the Business Objects logo, BusinessObjects®, and Crystal Reports® are trademarks or registered
trademarks of Business Objects in the United States and/or other countries. All other trademarks are the property of their respective owners. 11-01176/0211
Register today: www.SageSummit.com

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Advance Conference Guide

July 10-15, 2011

Register early to take

1 The $595 rate is available to groups of three or more

S u mmi t 201 1 | Advanc e C on f eren ce G u i de

Thank you to our

Booth 322, 414

Experience Who Should Attend

• Sage Abra HRMS • Sage Fund Accounting • Sage Pro ERP

S u mmi t 201 1 | Advanc e C on f eren ce G u i de Register today: www.SageSummit.com

Experience Why Attend

What’s new and exciting for 2011:

Go Green With Sage

Experience Agenda at a Glance

7 a.m. 8 a.m. 9 a.m. 10 a.m. 11 a.m. 12 p.m. 1 p.m.

July 10 Product Intensive Sessions

Registration Open 9:00 a.m. – 8:00 p.m.

Breakfast Opening Keynote

Registration Open 7:30 a.m. – 7:00 p.m.

Lunch and Trade Show

8:45 a.m. – 9:45 a.m.

Support Center 8:00 a.m. – 4:30 p.m.

Registration Open 7:30 a.m. – 6:00 p.m.

S u mmi t 201 1 | Advanc e C on f eren ce G u i de Register today: www.SageSummit.com

2 p.m. 3 p.m. 4 p.m. 5 p.m. 6 p.m. 7 p.m. 8 p.m.

Breakout Sessions Breakout Sessions

2 p.m. 3 p.m. 4 p.m. 5 p.m. 6 p.m. 7 p.m. 8 p.m.

Experience Agenda at a Glance

7 a.m. 8 a.m. 9 a.m. 10 a.m. 11 a.m. 12 p.m. 1 p.m.

Trade Show 10:00 a.m. – 4:30 p.m.

Registration Open 7:30 a.m. – 6:00 p.m.

Lunch and Trade Show

7:00 a.m. – 8:00 a.m.

Registration Open 7:30 a.m. – 5:00 p.m.

Breakfast Breakout Sessions Breakout Sessions Lunch Brea

Registration Open 7:30 a.m. – 5:00 p.m.

Breakfast Breakout Sessions Breakout Sessions

Registration Open 7:30 a.m. – 11:00 a.m.

S u mmi t 201 1 | Advanc e C on f eren ce G u i de Register today: www.SageSummit.com

2 p.m. 3 p.m. 4 p.m. 5 p.m. 6 p.m. 7 p.m. 8 p.m.

Agenda is subject to change.

2 p.m. 3 p.m. 4 p.m. 5 p.m. 6 p.m. 7 p.m. 8 p.m.

Experience Co-Host Your Customers

Why Join Your Customers at Sage Summit?

Get the details on the best ways to

Promoting Sage Summit to your customers is easy.

• A $200 discount code • Tips for hosting customers

Learn Featured Speakers

Dr. JP Pawliw-Fry — Leadership and Performance Expert

As an expert with in-depth understanding of high performance, he now spends his

S u mmi t 201 1 | Advanc e C on f eren ce G u i de Register today: www.SageSummit.com

Sean and Leigh Anne Tuohy —

Note: Full Event pass required to attend the Tuohy keynote.

Learn Featured Speakers

Ron Baker | Author, Principal of VeraSage

S u mmi t 201 1 | Advanc e C on f eren ce G u i de Register today: www.SageSummit.com

Dennis Frahmann | Executive VP of Marketing, Sage North America

Howard Hansen | Owner, Howard Hansen Consulting

John Jantsch | Consultant, publisher, and author

S u mmi t 201 1 | Advanc e C on f eren ce G u i de Register today: www.SageSummit.com

Learn Support Center

Support Center at a Glance

Learn Breakout Sessions and Labs

S u mmi t 201 1 | Advanc e C on f eren ce G u i de Register today: www.SageSummit.com

1 The $595 rate is available to groups of three or more