09-16850 SUM GD Electronic Session Guide

November 9 - 12, 2009 I Atlanta I Georgia World Congress Center
Session Guide
Updated July 18, 2009
Summit 2009 | Session Guide
Table of Contents
How to use this guide................................................. 4
• Session color key
• Session type key
Learning Tracks........................................................... 5
General Sessions......................................................... 6
Millennium, Sage Fundraising 50, and

Sage MIP Fund Accounting Sessions....................... 7
Peachtree Quantum, Sage Accpac,

Sage ERP X3, Sage FAS, Sage MAS 90,
Sage MAS 200, and Sage MAS 500.......................... 10
Sage Abra and Sage TimeSheet.............................. 19
Sage HealthPro XL, Sage Intergy,

Sage Intergy CHC, Sage Intergy EHR,
Sage Intergy PACS, Sage Intergy RIS,
Sage Medical Manager,
Sage Practice Analytics............................................ 20
Sage Master Builder and

Sage Timberline Office............................................. 22
SageCRM, SageCRM.com,
and Sage SalesLogix................................................. 27
Session Descriptions................................................ 30
• All sessions listed alphabetically by session code
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3
How to Use This Guide
Attend Summit sessions and workshops to learn about software Session Color Key
tips and tricks, market issues, what’s ahead in product development,
technical solutions, emerging technologies, and more. We encourage
you to explore sessions outside of your product lines.
The Sage Summit 2009 Session Guide provides a convenient listing

of all conference breakout sessions. The guide is organized into two General Sessions Sage Abra
sections: General sessions are Sage TimeSheet
not product specific and
• Schedule Grids – Each product community has its own grid, which cover a wide variety of
business management
is organized by day and time. You can also easily identify session and technology topics.
Be sure to browse these
codes, Sage product lines, and room numbers. sessions when building
your schedule. Sage Master Builder
• Abstract Listings – In the back of the guide, you’ll find descriptions
of all of the breakout sessions. This section is organized Sage Timberline Office
alphabetically by session code.
SageCRM
Session Type Key SageCRM.com
Millennium
Sage SalesLogix
Sage Fundraising 50
Sage MIP Fund Accounting
Hands-On Session Repeats
Sage HealthPro XL
Roundtable Discussion Session Full Sage Intergy Peachtree Quantum
Sage Intergy CHC Sage Accpac
Sage Intergy EHR Sage ERP X3
Sage Intergy PACS Sage FAS
Media Session Sponsor Session Sage Intergy RIS Sage MAS 90
Sage Medical Manager Sage MAS 200
Sage Practice Analytics Sage MAS 500
Session Skill Level Key
All Skill Levels Intermediate
Beginner Advanced

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Learning Tracks
Sage Summit session formats include roundtables, hands-on labs, and
Looking Ahead at Product Futures
breakout classroom-style sessions. The sessions and workshops are
divided into the seven tracks listed below—each focused on meeting This track is for all attendees. Sessions will be led by Sage personnel
conference educational goals. This framework will enable you to easily and will focus on new features in the latest or upcoming release of the
identify and select the sessions you wish to attend. software, new Sage products and services, and future product direction.
Mastering the Essentials Administering and Implementing

This track is for new software users or for experienced users who are Your System
using a new module or feature in their Sage solution. Sessions may This track is designed for individuals responsible for the administration
include best practices information, strategies for implementation, of their Sage solution. These sessions may be technical or
unique ways to use key product features, tips on how to get the most non-technical in nature, with topics related to installation, new
out of your Sage solution, or basic reporting functions. implementations, or upgrades; configuring the system environment for
your Sage product; security; or defining system settings.
Becoming a Power User

Report Writing Essentials
Intermediate and advanced users who want to take their product
knowledge and skill to the next level will find sessions of interest to Sessions in this track focus on accessing and analyzing the data in your
them in this learning track. Sessions may include advanced level application. Topics range from the basics of report creation to advanced
product information, use of features or modules in unconventional report writing using applications such as Crystal Reports and FRx.
or creative ways to meet specific business needs or challenges,
troubleshooting techniques, or advanced reporting topics.
Business Building
These sessions are not product oriented, but instead provide information
Exploring Integration for Sage customers who want to build or enhance their knowledge about
If you want to extend your Sage solution by integrating it with another a particular category or business management technique. Topics include
management best practices, new and innovative ways to manage
Sage product or with a third-party application, this track offers sessions
various aspects of a business more effectively, or trends in a particular
for you. You’ll choose from sessions that may present innovative
category supported by Sage products.
integrations and how they were accomplished, workflow processes,
or implementation strategies for the integration including building
relationships with vendors and consultants.
5
General Sessions
Click on the session code to jump to the session description
Tuesday, November 10
Time Code Description Skill Level Learning Track Products

8:30 a.m. – 9:30 a.m. GEN02 Altruism, Profit, and the Basics of the 7S Model Business Building All Products
Business Building -
8:30 a.m. – 9:30 a.m. GEN19 Why HR Is Critical in Today's Downturn All Products
Employer Topics
Entrepreneurs and What Makes Them Tick: Leveraging Your
8:30 a.m. – 9:30 a.m. GEN17 Business Building All Products
Personal Assets
Trust, Listening, and the Structured Conversation:
8:30 a.m. – 9:30 a.m. GEN09 Business Building All Products
Essential Communication Skills
9:45 a.m. – 10:45 a.m. GEN28 Putting Social Media to Work for You Business Building All Products
9:45 a.m. – 10:45 a.m. GEN08 Stress Testing the Family and Closely-Held Business Business Building All Products
9:45 a.m. – 10:45 a.m. GEN29 The Budget Process: Four Steps to a More Efficient and Accurate Forecast Business Building All Products
11:00 a.m. – 12:00 p.m. GEN03 Creating Shared Vision Business Building All Products
Business Building -
11:00 a.m. – 12:00 p.m. GEN20 Strategically Controlling Employee Benefit Costs All Products
Employer Topics
2:15 p.m. – 3:15 p.m. GEN04 Creating Strategy in a Small Business Business Building All Products
CRM 101: The Value of Implementing Customer Relationship
2:15 p.m. – 3:15 p.m. CRM10 Mastering Essentials All Products
Management Software
2:15 p.m. – 3:15 p.m. GEN33 Managing a Successful Association-wide Project Business Building All Products
Advantages: Streamline and Strengthen Your Planning and Budgeting With
3:30 p.m. – 4:30 p.m. GEN30 Mastering Essentials All Products
Sage Active Planner
3:30 p.m. – 4:30 p.m. GEN11 Customer Loyalty: How Loyal Customers Drive Growth and Profitability Business Building All Products
Business Building -
3:30 p.m. – 4:30 p.m. GEN22 Top Workplace Legal Risks of the 21st Century All Products
Employer Topics
Wednesday, November 11
Boosting Productivity and Profits With Effective Absence Management and Business Building -
8:30 a.m. – 9:30 a.m. GEN21 All Products
PTO Reporting Employer Topics
8:30 a.m. – 9:30 a.m. GEN05 Initiating Projects in a Small Business or Small Team Business Building All Products
9:45 a.m. – 10:45 a.m. GEN31 Can Time Really Be Managed Business Building All Products
9:45 a.m. – 10:45 a.m. GEN12 JumpStart Your Escalator Business Building All Products
9:45 a.m. – 10:45 a.m. GEN36 The Donut Challenge: Write a report faster than eating a donut with DataSelf BI All Products
11:00 a.m. – 12:00 p.m. GEN06 Building Community: A New Paradigm Business Building All Products
11:00 a.m. – 12:00 p.m. GEN13 Creating a Value Proposition Business Building All Products
Business Building -
11:00 a.m. – 12:00 p.m. GEN23 Wage and Hour Compliance in Today's Economy All Products
Employer Topics
11:00 a.m. – 12:00 p.m. GEN18 PR 101: An Introduction to Public Relations Business Building All Products
Business Building -
2:15 p.m. – 3:15 p.m. GEN24 Taxable and Non-Taxable Fringe Benefits All Products
Employer Topics
2:15 p.m. – 3:15 p.m. GEN07 Fundamentals of Strategic Pricing Business Building All Products
What You Need To Know About Human Resource Business Building -
3:30 p.m. – 4:30 p.m. GEN25 All Products
Management Technology Employer Topics
3:30 p.m. – 4:30 p.m. GEN27 Stimulating Compliance All Products

Millennium, Sage Fundraising 50,
and Sage MIP Fund Accounting
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Monday, November 9

2:00 p.m. – 3:00 p.m. NPS50A Budget for Success Roundtable Sage MIP Fund Accounting
2:00 p.m. – 3:00 p.m. NPS25 Data Entry Rules Roundtable Millennium
2:00 p.m. – 3:00 p.m. NPS28 How Can Organizations Support the Changing Needs of Development? Roundtable Millennium
2:00 p.m. – 3:00 p.m. NPS52A It's Time for your Annual Check-Up! Roundtable Sage MIP Fund Accounting
2:00 p.m. – 3:00 p.m. NPS29 Managing Reporting Roundtable Millennium
2:00 p.m. – 3:00 p.m. NPS79 Stimulus Money Affecting Your Organization? Roundtable Sage MIP Fund Accounting
2:00 p.m. – 3:00 p.m. NPS26 Succesful Training Programs Roundtable Millennium
2:00 p.m. – 3:00 p.m. NPS80 Using Millennium at a Non-Profit Organization Roundtable Millennium
2:00 p.m. – 3:00 p.m. NPS27 Using Millennium at Secondary Educational Institutions Roundtable Millennium
2:00 p.m. – 3:00 p.m. NPS51A What's new in the Public Sector Roundtable Sage MIP Fund Accounting
3:30 p.m. – 4:30 p.m. NPS50B Budget for Success Roundtable Sage MIP Fund Accounting
3:30 p.m. – 4:30 p.m. NPS31 E-Solicitations and E-Marketing Roundtable Millennium
3:30 p.m. – 4:30 p.m. NPS52B It's time for your annual checkup! Roundtable Sage MIP Fund Accounting
3:30 p.m. – 4:30 p.m. NPS33 Millennium Events Module Roundtable Millennium
3:30 p.m. – 4:30 p.m. NPS78 Tracking Student Participation Roundtable Millennium
3:30 p.m. – 4:30 p.m. NPS32 Updating and Upgrading (SQL Focus) Roundtable Millennium
3:30 p.m. – 4:30 p.m. NPS51B What's New in the Public Sector? Roundtable Sage MIP Fund Accounting
8:30 a.m. – 9:30 a.m. NPS43 Don't Let Your Year-End Close Stress You Out Becoming a Power User Sage MIP Fund Accounting
8:30 a.m. – 9:30 a.m. NPS46 Go Green and Save Green Becoming a Power User Sage MIP Fund Accounting
Looking Ahead at Millennium, Sage Fundraising 50, Sage
8:30 a.m. – 9:30 a.m. NPS65 The Future of Sage Fundraising
Product Futures MIP Fund Accounting
Business Building -
9:45 a.m. – 10:45 a.m. HPT01A Introduction to Sage Abra All Products
Employer Topics
Looking Ahead at
9:45 a.m. – 10:45 a.m. NPS56 The Past, Present, and Future of Sage MIP Fund Accounting Sage MIP Fund Accounting
Product Futures
Looking Ahead at
9:45 a.m. – 10:45 a.m. NPS67-1 What's New in Millennium? Part 1 Millennium
Product Futures
Looking Ahead at
9:45 a.m. – 10:45 a.m. NPS66 What's New in Sage Fundraising 50? Sage Fundraising 50
Product Futures
11:00 a.m. – 12:00 p.m. NPS77 Hands-on Session: Make Year-End 1099 Processing a Breeze! Exploring Integration Sage MIP Fund Accounting
Interfacing Sage MIP Fund Accounting With Microsoft Access 2007, Microsoft Sage Fundraising 50, Sage MIP Fund
11:00 a.m. – 12:00 p.m. NPS01
Excel 2007, and Microsoft Word 2007 Accounting
11:00 a.m. – 12:30 p.m. NPS38 Advanced Tools for Advanced Needs Exploring Integration Sage MIP Fund Accounting
Business Building -
11:00 a.m. – 12:30 p.m. HPT01B Introduction to Sage Abra All Products
Employer Topics
11:00 a.m. – 12:30 p.m. NPS58 Hands-on: The Gift Acknowledgement Triad Mastering Essentials Sage Fundraising 50
11:00 a.m. – 12:30 p.m. HPT14 New Commission Opportunity: New Payroll Services Alliance With CompuPay Business Building All Products
Looking Ahead at
11:00 a.m. – 12:30 p.m. NPS67-2 What's New in Millennium? Part 2 Millennium
Product Futures
continued 7
Millennium, Sage Fundraising 50,
and Sage MIP Fund Accounting
Tuesday – Continued

CRM 101: The Value of Implementing Customer Relationship Management
Software
Administering and
2:15 p.m. – 3:15 p.m. NPS39 Disaster Recovery Concerns Keeping You Up at Night? Sage MIP Fund Accounting
Implementing Your System
Administering and
2:15 p.m. – 3:15 p.m. NPS06 Millennium Customizations Millennium
2:15 p.m. – 3:15 p.m. NPS41 Power Reporting to the People Report Writing Essentials Sage MIP Fund Accounting
Millennium, Peachtree - Quantum,
2:15 p.m. – 3:15 p.m. NPS68 Sage ePhilanthropy Exploring Integration Sage Fundraising 50, Sage MIP Fund
Accounting
3:30 p.m. – 4:30 p.m. NPS21 Part A: Data Mining and Advanced Reporting; Part B: Advanced Crystal Becoming a Power User Millennium
Administering and
3:30 p.m. – 5:00 p.m. NPS19 Part A: Becoming E-Savvy; Part B: All About Addresses Millennium
Administering and
3:30 p.m. – 5:00 p.m. NPS42 Case Studies in User-Defined Fields Sage MIP Fund Accounting
3:30 p.m. – 5:00 p.m. NPS54B Payroll Tax Reporting Got You Down? (Hands-On) Report Writing Essentials Sage MIP Fund Accounting
3:30 p.m. – 5:00 p.m. NPS40 Visualize Increased Revenue and Cost Efficiency With Dashboards Report Writing Essentials Sage MIP Fund Accounting
Administering and
8:30 a.m. – 9:30 a.m. NPS12 MS Sharepoint Services and Millennium Millennium
Administering and
8:30 a.m. – 9:30 a.m. NPS11 Playing Nice in the Sandbox Millennium
8:30 a.m. – 9:30 a.m. NPS20 The Many Nuances of Tribal Accounting Mastering Essentials Sage MIP Fund Accounting
Administering and
8:30 a.m. – 9:30 a.m. NPS44 The Technology Times Are A-Changin' Sage MIP Fund Accounting
Looking Ahead at
9:45 a.m. – 10:45 a.m. NPS45 GFOA Recap 2009 for the Public Sector Sage MIP Fund Accounting
Product Futures
9:45 a.m. – 10:45 a.m. NPS35 Kick the Spreadsheet Habit (Hands-On) Report Writing Essentials Sage MIP Fund Accounting
Systems Management and Support in an Age of Greater Expectations and Administering and
9:45 a.m. – 10:45 a.m. NPS09 Millennium, Sage Fundraising 50
Smarter Technology, Data, and People Implementing Your System
9:45 a.m. – 10:45 a.m. NPS70 Visual Analyzer Exploring Integration Millennium
Looking Ahead at
11:00 a.m. – 12:00 p.m. NPS72 Millennium Conference Wrap-up and Awards Millennium
Product Futures
Administering and
11:00 a.m. – 12:00 p.m. NPS22 Part A:Where Does Waldo Work? Part B: Advanced Data Examiner (ADE) Millennium
Lots of Data? Not A Lot of Time? Join This Hands-on Class Administering and
11:00 a.m. – 12:30 p.m. NPS34 Sage MIP Fund Accounting
About Importing! Implementing Your System
11:00 a.m. – 12:30 p.m. NPS69 Screening Your Prospects With Wealth Engine Exploring Integration Millennium, Sage Fundraising 50
11:00 a.m. – 12:30 p.m. NPS71 Visual Analyzer: Technical Report Writing Essentials Millennium
Millennium, Sage Fundraising 50, Sage
2:15 p.m. – 3:15 p.m. NPS57 Creating Loyalty Through Experience Business Building
MIP Fund Accounting
2:15 p.m. – 3:15 p.m. NPS37-1 GASB 34 Reporting Doesn't Have to be Difficult (Part 1) Report Writing Essentials Sage MIP Fund Accounting
2:15 p.m. – 3:15 p.m. NPS59 Hands-on: Creative Querying: The Unusual Suspects Report Writing Essentials Sage Fundraising 50
2:15 p.m. – 3:15 p.m. NPS55B The New and Improved 990 Nonprofit Compliance Report Report Writing Essentials Sage MIP Fund Accounting

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Wednesday – Continued

2:15 p.m. – 3:15 p.m. GEN35 Use Crystal Reports® and Xcelsius® Software to Make Informed Decisions All Products
2:15 p.m. – 3:15 p.m. NPS13 What's Up With ADE? Exploring Integration Millennium
3:30 p.m. – 4:30 p.m. NPS24 Part A: Beginner and Advanced SQL; Part B: Data Marts and Data Warehouses Becoming a Power User Millennium
Part A: Making Internship Connections: FuturePresent—Past; Part B: Prospect
3:30 p.m. – 4:30 p.m. NPS23 Business Building Millennium
Horticulture
Looking Ahead at
3:30 p.m. – 4:30 p.m. NPS73 The Past, Present, and Future of Sage MIP Fund Accounting Sage MIP Fund Accounting
Product Futures
3:30 p.m. – 5:00 p.m. NPS63 Hands on: Advanced Mail Merges Exploring Integration Sage Fundraising 50
3:30 p.m. – 5:00 p.m. NPS36 Use the Budget Module for Financial Forecasting (Hands-On) Report Writing Essentials Sage MIP Fund Accounting
Thursday, November 12
8:30 a.m. – 9:30 a.m. NPS14 Effective Parent Programs Mastering Essentials Millennium
8:30 a.m. – 9:30 a.m. NPS53 Make Year-End 1099 Processing a Breeze (Hands-On) Becoming a Power User Sage MIP Fund Accounting
8:30 a.m. – 9:30 a.m. NPS47 Set it and Forget it Mastering Essentials Sage MIP Fund Accounting
8:30 a.m. – 9:30 a.m. NPS61 Seven Stages of a Major Gifts Donor in Sage Fundraising 50 Business Building Sage Fundraising 50
Millennium, Sage Fundraising 50, Sage
8:30 a.m. – 9:30 a.m. NPS62 Web Wise: Best Practices for Search Engine Optimization (SEO) and Web 2.0 Business Building
MIP Fund Accounting
9:45 a.m. – 10:45 a.m. NPS16 Beyond the Birthday Card Becoming a Power User Millennium
9:45 a.m. – 10:45 a.m. NPS64 Donate Now and Sage Payment Solutions Exploring Integration Sage Fundraising 50
9:45 a.m. – 10:45 a.m. NPS48 It's All About the Money Mastering Essentials Sage MIP Fund Accounting
9:45 a.m. – 10:45 a.m. NPS55A The New and Improved 990 Nonprofit Compliance Report Report Writing Essentials Sage MIP Fund Accounting
11:00 a.m. – 12:00 p.m. NPS37-2 GASB 34 Reporting Doesn't Have to be Difficult (Part 2) Report Writing Essentials Sage MIP Fund Accounting
Administering and
11:00 a.m. – 12:00 p.m. NPS17 Server Virtualization Millennium
11:00 a.m. – 12:30 p.m. NPS60 Hands on: Reporting: Releasing Your Data Hostages Report Writing Essentials Sage Fundraising 50
11:00 a.m. – 12:30 p.m. NPS54A Payroll Tax Reporting Got You Down? (Hands-On) Report Writing Essentials Sage MIP Fund Accounting
9
Peachtree Quantum, Sage Accpac, Sage ERP X3, Sage FAS,
Sage MAS 90, Sage MAS 200, and Sage MAS 500
Monday, November 9

2:00 p.m. – 3:00 p.m. ACP47 Are you ready to move to IFRS? Discuss compliance issues. Roundtable Sage Accpac
2:00 p.m. – 3:00 p.m. ACP50 Automating Manual Processes with Sage Accpac Roundtable Sage Accpac
2:00 p.m. – 3:00 p.m. ACP48 Best Practices utilizing Sage Accpac: What Do You Recommend? Roundtable Sage Accpac
2:00 p.m. – 3:00 p.m. ACP49 Business Intelligence: How are you putting it to work in your business? Roundtable Sage Accpac
2:00 p.m. – 3:00 p.m. ACP51 Going Green! Paperless with Sage Accpac Roundtable Sage Accpac
Let's talk about Sage Accpac - What's Not Working? Business
2:00 p.m. – 3:00 p.m. ACP52 Roundtable Sage Accpac
Challenges do you Need to Solve
2:00 p.m. – 3:00 p.m. PCH05 Product & Technical Roadmap Roundtable Peachtree Quantum
2:00 p.m. – 3:00 p.m. MAS82 Sage MAS 500: Business Intelligence and Crystal Reports Roundtable Sage MAS 500
2:00 p.m. – 3:00 p.m. MAS93 Sage MAS 500: Customer Service Challenges and Opportunities Roundtable Sage MAS 500
2:00 p.m. – 3:00 p.m. MAS81 Sage MAS 500: eCommerce Trends Roundtable Sage MAS 500
2:00 p.m. – 3:00 p.m. MAS91 Sage MAS 500: Going Green and Lowering Costs Roundtable Sage MAS 500
Sage MAS 500: Managing a Sale Workflow from an Opportunity
2:00 p.m. – 3:00 p.m. MAS77 Roundtable Sage MAS 500
to Order
2:00 p.m. – 3:00 p.m. MAS98 Sage MAS 500: Managing Supply Chain Costs Roundtable Sage MAS 500
2:00 p.m. – 3:00 p.m. MAS79 Sage MAS 500: Manufacturing Best Practices Roundtable Sage MAS 500
2:00 p.m. – 3:00 p.m. MAS120 Sage MAS 500: Virtualization - Why, When and How? Roundtable Sage MAS 500
2:00 p.m. – 3:00 p.m. MAS105 Sage MAS 90 and 200: Business Insights and Crystal Reports Roundtable Sage MAS 90, Sage MAS 200
2:00 p.m. – 3:00 p.m. MAS108 Sage MAS 90 and 200: Cost Effective eMarketing Ideas Roundtable Sage MAS 90, Sage MAS 200
2:00 p.m. – 3:00 p.m. MAS85 Sage MAS 90 and 200: Effective Warehouse Management Roundtable Sage MAS 90, Sage MAS 200
2:00 p.m. – 3:00 p.m. MAS102 Sage MAS 90 and 200: Manufacturing Best Practices Roundtable Sage MAS 90, Sage MAS 200
2:00 p.m. – 3:00 p.m. MAS110 Sage MAS 90 and 200: Production Scheduling Best Practices Roundtable Sage MAS 90, Sage MAS 200
2:00 p.m. – 3:00 p.m. MAS96 Sage MAS 90 and 200: RFID and Warehouse Automation Roundtable Sage MAS 90, Sage MAS 200
2:00 p.m. – 3:00 p.m. MAS88 Sage MAS 90 and 200: Virtualization - Why, When and How? Roundtable Sage MAS 90, Sage MAS 200
2:00 p.m. – 3:00 p.m. FAS12 Tackling Your Fixed Asset Challenges Roundtable Sage FAS
3:30 p.m. – 4:30 p.m. ACP55 Customization/Tailoring Sage Accpac to Meet Your Business Needs Roundtable Sage Accpac
3:30 p.m. – 4:30 p.m. ACP58 Managing Multiple Companies in Sage Accpac Roundtable Sage Accpac
3:30 p.m. – 4:30 p.m. MAS78 Sage MAS 500: AR Collection Management Roundtable Sage MAS 500
3:30 p.m. – 4:30 p.m. MAS76 Sage MAS 500: Data Integration and Importing Roundtable Sage MAS 500
3:30 p.m. – 4:30 p.m. MAS97 Sage MAS 500: Effective Warehouse Management Roundtable Sage MAS 500
3:30 p.m. – 4:30 p.m. MAS80 Sage MAS 500: Production Scheduling Best Practices Roundtable Sage MAS 500
3:30 p.m. – 4:30 p.m. MAS95 Sage MAS 500: RFID and Warehouse Automation Roundtable Sage MAS 500
Sage MAS 90 and 200: Customer Service Challenges
3:30 p.m. – 4:30 p.m. MAS94 Roundtable Sage MAS 200 ERP, Sage MAS 90 ERP
and Opportunities
3:30 p.m. – 4:30 p.m. MAS106 Sage MAS 90 and 200: Customizations - Why, When and How? Roundtable Sage MAS 90, Sage MAS 200
3:30 p.m. – 4:30 p.m. MAS83 Sage MAS 90 and 200: Data Integration and Importing Roundtable Sage MAS 90, Sage MAS 200
3:30 p.m. – 4:30 p.m. MAS99 Sage MAS 90 and 200: Managing Supply Chain Costs Roundtable Sage MAS 90, Sage MAS 200
3:30 p.m. – 4:30 p.m. ACP56 Smooth Upgrades & Service Pack Installations in Sage Accpac Roundtable Sage Accpac

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Monday – Continued

Troubleshooting Sage Accpac - How do you Save Time and Solve
Problems Quickly?
3:30 p.m. – 4:30 p.m. ACP54 Warehouse and Distribution Management with Sage Accpac Roundtable Sage Accpac
What’s New and
3:30 p.m. – 4:30 p.m. PCH10 Experience Peachtree Quantum: More Than Just Accounting Peachtree Quantum
Product Intro
What’s New and
3:30 p.m. – 4:30 p.m. PCH09 Introduction to Peachtree Peachtree Quantum
Product Intro
What’s New and
3:30 p.m. – 4:30 p.m. ACP01 Introduction to Sage Accpac Sage Accpac
Product Intro
What’s New and
3:30 p.m. – 4:30 p.m. FAS08 Introduction to Sage FAS Fixed Assets Sage FAS
Product Intro
What’s New and
3:30 p.m. – 4:30 p.m. ACP03 What's New in Sage Accpac Sage Accpac
Product Intro
What’s New and
3:30 p.m. – 4:30 p.m. MAS75 What's New in Sage MAS 90 and 200 and Extended Enterprise Suite All Products
Product Intro
What’s New and
3:30 p.m. – 4:30 p.m. FAS01 What's New—And Comingin Sage FAS Asset Accounting All Products
Product Intro
What’s New and
3:30 p.m. – 4:30 p.m. MAS74 Why You Need the New Sage MAS 500 v7.3! All Products
Product Intro
8:30 a.m. – 9:30 a.m. MAS51 Crystal Report for Sage MAS 90 and 200: Basics (Hands-on) Report Writing Essentials Sage MAS 200 ERP, Sage MAS 90 ERP
Sage FAS Canada Fixed Assets, Sage
8:30 a.m. – 9:30 a.m. FAS02-1 Customizing Sage FAS Asset AccountingHands-On (Part 1) Mastering Essentials FAS Fixed Assets, Sage FAS Gov Fixed
Assets, Sage FAS
8:30 a.m. – 9:30 a.m. MAS10-1 Tips and Tricks for Sage MAS 90 and 200 Visual Integrator (Part 1) Becoming a Power User Sage MAS 200 ERP, Sage MAS 90 ERP
8:30 a.m. – 9:30 a.m. MAS62 Feature Benefits of Sage MAS 90 and 200 v4.4 Mastering Essentials Sage MAS 200 ERP, Sage MAS 90 ERP
Navigating the Fixed Asset Compliance Maze Using Sage MAS 90 and 200 Sage FAS Fixed Assets, Sage MAS 200
8:30 a.m. – 9:30 a.m. MAS45 Mastering Essentials
Extended Enterprise Suite ERP, Sage MAS 90 ERP
Oops! What Did I Do and How Can I Fix It? Solving Common Mistakes in Sage
8:30 a.m. – 9:30 a.m. MAS100 Mastering Essentials Sage MAS 200 ERP, Sage MAS 90 ERP
MAS 90 and 200
8:30 a.m. – 9:30 a.m. PCH12-1 Peachtree 2010: Part 1 (Hands-On) Mastering Essentials Peachtree by Sage - Quantum
8:30 a.m. – 9:30 a.m. PCH19 Peachtree Business Analytics: Powered by iLumen Mastering Essentials Peachtree by Sage - Quantum
8:30 a.m. – 9:30 a.m. ACP11-1 Sage Accpac: Crystal Reports Beginner—Part 1 (Hands-On Lab) Report Writing Essentials Sage Accpac
Sage Accpac: Going Mobile—Ensure Your Sales Force Road Warriors
8:30 a.m. – 9:30 a.m. ACP22 Becoming a Power User Sage Accpac, SageCRM
Stay Productive On-the-Go With SageCRM
Administering and
8:30 a.m. – 9:30 a.m. ACP39 Sage Accpac: Optimize, Utilize, and Accelerate Pervasive.SQL Sage Accpac
Sage Accpac: Recommended Processing and Best Practices in the
8:30 a.m. – 9:30 a.m. ACP29 Mastering Essentials Sage Accpac
Operations Modules
8:30 a.m. – 9:30 a.m. ERP01 Sage ERP X3 Keynote Business Building Sage ERP X3
Looking Ahead at
8:30 a.m. – 9:30 a.m. MAS35 Why You Need Sage MAS 500 Version 7.3 Sage MAS 500 ERP
Product Futures
9:45 a.m. – 10:45 a.m. FAS02-2 Customizing Sage FAS Asset Accounting—Hands-On (Part 2) Mastering Essentials FAS Fixed Assets, Sage FAS Gov Fixed
Assets, Sage FAS NP Fixed Assets
9:45 a.m. – 10:45 a.m. MAS10-2 Tips and Tricks for Sage MAS 90 and 200 Visual Integrator (Part 2) Becoming a Power User Sage MAS 200 ERP, Sage MAS 90 ERP
Business Building -
Employer Topics
continued 11

Going With the Flow: Increase Your Peachtree Consulting Business With New
9:45 a.m. – 10:45 a.m. PCH01 Mastering Essentials Peachtree by Sage - Quantum
Peachtree Quantum Order Process Workflow
9:45 a.m. – 10:45 a.m. MAS03 Keys to Success With Sage MAS 500 Material Requirements Planning Mastering Essentials Sage MAS 500 ERP
Meet the Avatars - Put Faces to the Names from the MAS 500
9:45 a.m. – 10:45 a.m. MAS40 Sage MAS 500 ERP
Online Community
Meet the Avatars — Put a Face to Familiar Names from the
9:45 a.m. – 10:45 a.m. MAS52 Sage MAS 200 ERP, Sage MAS 90 ERP
Sage MAS 90 Online Community
9:45 a.m. – 10:45 a.m. PCH12-2 Peachtree 2010: Part 2 (Hands-On) Mastering Essentials Peachtree by Sage - Quantum
9:45 a.m. – 10:45 a.m. MAS20 Personalizing Sage MAS 500 With Customizer Becoming a Power User Sage MAS 500 ERP
9:45 a.m. – 10:45 a.m. MAS90 Process Manufacturing Sage MAS 500 ERP, Sage MAS 90 ERP
9:45 a.m. – 10:45 a.m. ACP20 Sage Accpac doc-link(TM) Document Imaging & Workflow Solutions Sage Accpac
Sage Accpac Extended Enterprise Suite: Going Beyond
Financial Management
9:45 a.m. – 10:45 a.m. ACP11-2 Sage Accpac: Crystal Reports Beginner—Part 2 (Hands-On Lab) Report Writing Essentials Sage Accpac
Sage Accpac: Maintaining Budgets—Importing/Exporting
9:45 a.m. – 10:45 a.m. ACP18 Becoming a Power User Sage Accpac
Tips for Success
9:45 a.m. – 10:45 a.m. ERP02 Sage ERP X3 Sales and Services Update Business Building Sage ERP X3
Sage MAS 500 Business Insights Explorer: Power at Your Fingertips
9:45 a.m. – 10:45 a.m. MAS64 Becoming a Power User Sage MAS 500 ERP
(Hands-On)
9:45 a.m. – 10:45 a.m. MAS21 Sage MAS 90 and 200 Customer Panel Mastering Essentials Sage MAS 200 ERP, Sage MAS 90 ERP
Unleash the Power of Custom Office to Tailor Your Sage MAS 90 and 200
9:45 a.m. – 10:45 a.m. MAS58 Becoming a Power User Sage MAS 200 ERP, Sage MAS 90 ERP
to Fit Your Business
Administering and
9:45 a.m. – 10:45 a.m. FAS22 Using Sage FAS Asset Accounting Utilities (Hands-On) FAS Fixed Assets, Sage FAS Gov Fixed
11:00 a.m. – 12:00 p.m. MAS28 Did You Know Sage MAS 500 Could Do That? Mastering Essentials Sage MAS 500 ERP
Administering and Sage MAS 200 ERP, Sage MAS 500 ERP,
11:00 a.m. – 12:00 p.m. MAS37 Sage MAS Virtualization Compatibility
Implementing Your System Sage MAS 90 ERP
TrueCommerce Makes Electronic Data Interchange (EDI) Simple and Sage Accpac, Sage MAS 200 ERP, Sage
11:00 a.m. – 12:00 p.m. MAS53 Exploring Integration
Affordable for Sage Users MAS 500 ERP, Sage MAS 90 ERP
What Do You Do When the Numbers Don't Make Sense in Sage MAS 500
11:00 a.m. – 12:00 p.m. MAS07 Mastering Essentials Sage MAS 500 ERP
Inventory Management?
Business Building -
Employer Topics
11:00 a.m. – 12:30 p.m. MAS15A Explore the Changes in Sage MAS 500 v7.3 (Hands-On) Mastering Essentials Sage MAS 500 ERP
Getting Down to Business With Business Insights Explorer for
11:00 a.m. – 12:30 p.m. MAS34 Mastering Essentials Sage MAS 200 ERP, Sage MAS 90 ERP
Sage MAS 90 and 200
11:00 a.m. – 12:30 p.m. FAS03 How to Enter an Asset (Hands-On) Mastering Essentials FAS Fixed Assets, Sage FAS Gov Fixed
11:00 a.m. – 12:30 p.m. PCH02 Peachtree's Comprehensive Customer Management Tools Mastering Essentials Peachtree by Sage - Quantum
Sage Accpac: Extended Enterprise Suite—SageCRM Advanced E-Mail
11:00 a.m. – 12:30 p.m. ACP21 Becoming a Power User Sage Accpac, SageCRM
Management and Outlook Integration
11:00 a.m. – 12:30 p.m. ACP40 Sage Accpac: Implementing Optional Fields (Hands-On) Becoming a Power User Sage Accpac
Looking Ahead at
11:00 a.m. – 12:30 p.m. ACP02 Sage Accpac: Product Roadmap and Keynote—A Look Ahead Sage Accpac
Product Futures
11:00 a.m. – 12:30 p.m. ACP43 Sage Accpac: Understanding the Table Structure and Data Access Methods Becoming a Power User Sage Accpac
11:00 a.m. – 12:30 p.m. ERP03 Sage ERP X3 Product News Business Building Sage ERP X3

REGISTER NOW!

11:00 a.m. – 12:30 p.m. FAS09 The Basics of Sage FAS CIP Accounting (Hands-On) Mastering Essentials FAS Fixed Assets, Sage FAS Gov Fixed
Add Dollars to Your Bottom Line by Transforming Sage SalesLogix
2:15 p.m. – 3:15 p.m. CRM06 Business Building Sage MAS 500 ERP, Sage SalesLogix
Into a Project and Service Tracking System
Applications Buffet: Productivity Tips for Multiple Key Sage MAS 90 and 200
2:15 p.m. – 3:15 p.m. MAS01-1 Becoming a Power User Sage MAS 200 ERP, Sage MAS 90 ERP
Modules (Part 1)
2:15 p.m. – 3:15 p.m. FAS10 Ask the Experts: Panel Discussion on Sage FAS Fixed Assets Mastering Essentials FAS Fixed Assets, Sage FAS Gov Fixed
2:15 p.m. – 3:15 p.m. PCH03 Basic Troubleshooting Techniques Becoming a Power User Peachtree by Sage - Quantum
Management Software
Cut Costs and Increase Productivity With Paperless Office for Sage MAS 90
2:15 p.m. – 3:15 p.m. MAS59 Becoming a Power User Sage MAS 200 ERP, Sage MAS 90 ERP
and 200
Getting Started With Sage MAS 500 Business Insights Dashboard
2:15 p.m. – 3:15 p.m. MAS16 Becoming a Power User Sage MAS 500 ERP
(Hands-On)
Introducing Applianz: The Complete Solution for Sage MAS Administering and Sage MAS 200 ERP, Sage MAS 500 ERP,
2:15 p.m. – 3:15 p.m. MAS50
Disaster Recovery in a Box Implementing Your System Sage MAS 90 ERP
Sage Abra HRMS, Sage MAS 500 ERP,
2:15 p.m. – 3:15 p.m. MAS32 Manage and Pay Your Employees With Sage MAS 500 Exploring Integration
Sage TimeSheet
2:15 p.m. – 3:15 p.m. ERP06 Migrating toSage ERP X3 v5 Business Building Sage ERP X3
Looking Ahead at
2:15 p.m. – 3:15 p.m. ACP04 Sage Accpac: Automating Your Payment and Credit Card Processing Sage Accpac
Product Futures
Sage Accpac: Best Practices for Managing Month-End and Year-End
2:15 p.m. – 3:15 p.m. ACP31 Mastering Essentials Sage Accpac
Processing
Sage Accpac: What's New in v5.6—An In-Depth Look at Bank Looking Ahead at
2:15 p.m. – 3:15 p.m. ACP14 Sage Accpac
Services (Hands-On Lab) Product Futures
Millennium, Peachtree by Sage -
2:15 p.m. – 3:15 p.m. NPS68 Sage ePhilanthropy Exploring Integration Quantum, Sage Fundraising 50, Sage
MIP Fund Accounting
Sage ERP X3 Workflow Management: An Essential Tool for
2:15 p.m. – 3:15 p.m. ERP04 Business Building Sage ERP X3
Your Business Operations
2:15 p.m. – 3:15 p.m. MAS41 Sage MAS 500 Business Insights Explorer: Not Business as Usual Mastering Essentials Sage MAS 500 ERP
Administering and
2:15 p.m. – 3:15 p.m. ACP37 Upgrading to Sage Accpac v5.6: Planning for a Successful Deployment Sage Accpac
Looking Ahead at Sage MAS 200 ERP, Sage MAS 90 ERP,
2:15 p.m. – 3:15 p.m. MAS46 What's Next for Sage MAS 90 and 200 Extended Enterprise Suite?
Product Futures SageCRM
Administering and Sage MAS 200 ERP, Sage MAS 500 ERP,
3:30 p.m. – 4:30 p.m. MAS39 Advanced SQL Server Functions
Implementing Your System Sage MAS 90 ERP
3:30 p.m. – 4:30 p.m. PCH04 Advanced Troubleshooting Techniques Becoming a Power User Peachtree by Sage - Quantum
Administering and
3:30 p.m. – 4:30 p.m. PCH11 Data Verification and Integrity Check Peachtree by Sage - Quantum
Improve Your Productivity: Streamline Data Sharing Between Front
3:30 p.m. – 4:30 p.m. PCH15 Exploring Integration Peachtree by Sage - Quantum
and Back Office Users with Peachtree Quantum and ACT! Link
3:30 p.m. – 4:30 p.m. FAS06 Introduction to Sage FAS Asset Inventory: Hands-On Session Mastering Essentials FAS Fixed Assets, Sage FAS Gov Fixed
3:30 p.m. – 4:30 p.m. MAS47 Point of Sale Solution for Sage MAS 90 Exploring Integration Sage MAS 200 ERP, Sage MAS 90 ERP
3:30 p.m. – 4:30 p.m. ACP70 Sage Accpac: Introducing an Intelligent Tool for Reporting and Analysis Mastering Essentials Sage Accpac
3:30 p.m. – 4:30 p.m. MAS68 Sage MAS 500 Customer Panel Becoming a Power User Sage MAS 500 ERP
continued 13

Applications Buffet: Productivity Tips for Multiple Key Sage MAS 90 and 200
3:30 p.m. – 5:00 p.m. MAS01-2 Becoming a Power User Sage MAS 200 ERP, Sage MAS 90 ERP
Modules (Part 2)
Experience the Fully-Integrated Sage MAS 90 and 200 Sage FAS Fixed Assets, Sage MAS 200
3:30 p.m. – 5:00 p.m. MAS19 Mastering Essentials
Extended Enterprise Suite (Hands-On) ERP, Sage MAS 90 ERP, SageCRM
3:30 p.m. – 5:00 p.m. FAS21 Modifying Your Fixed Assets Records (Hands-On) Becoming a Power User FAS Fixed Assets, Sage FAS Gov Fixed
Sage Accpac: Recommended Processing and Best Practices in Core
Financial Modules
Administering and
3:30 p.m. – 5:00 p.m. ACP23-1 Sage Accpac: SageCRM Workflow Functionality Overview Sage Accpac, SageCRM
3:30 p.m. – 5:00 p.m. ACP26 Sage Accpac: The Import/Export Survival Guide (Hands-On Lab) Becoming a Power User Sage Accpac
3:30 p.m. – 5:00 p.m. ERP07 Sage ERP X3 Business Intelligence: Turning Information into Insight Business Building Sage ERP X3
Sage ERP X3 Post-Implementation: Guidelines for Optimizing Your
ERP System
Tips and Tricks for Using Report Manager With Crystal Reports in Sage MAS
3:30 p.m. – 5:00 p.m. MAS09 Report Writing Essentials Sage MAS 200 ERP, Sage MAS 90 ERP
90 and 200
Customize Your Views in the Sage MAS 500 DataView Context

Menu (Hands-On)
8:30 a.m. – 9:30 a.m. MAS44 Did You Know Sage MAS 90 and 200 Could Do That? Mastering Essentials Sage MAS 200 ERP, Sage MAS 90 ERP
Enhancing Your Supply Chain and Products With Custom Fields, Screens,
8:30 a.m. – 9:30 a.m. MAS29 Sage MAS 200 ERP
and Reports
Sage Accpac, Sage MAS 200 ERP, Sage
8:30 a.m. – 9:30 a.m. MAS56 Improving Employee Performance: Is Training the Answer? Business Building
MAS 500 ERP, Sage MAS 90 ERP
Improving Sage MAS 500 Inventory Management With Warehouse
8:30 a.m. – 9:30 a.m. MAS33 Mastering Essentials Sage MAS 500 ERP
Automation and RFID
8:30 a.m. – 9:30 a.m. CRM11 Integrating Sage MAS 500 With Sage SalesLogix Using ERP Link Exploring Integration Sage MAS 500 ERP, Sage SalesLogix
8:30 a.m. – 9:30 a.m. FAS04 Principles of Fixed Asset Accounting Mastering Essentials FAS Fixed Assets, Sage FAS Gov Fixed
8:30 a.m. – 9:30 a.m. ACP34 Sage Accpac Intelligence Hands-On Lab (Beginner) Report Writing Essentials Sage Accpac
8:30 a.m. – 9:30 a.m. ACP63 Sage Accpac: Get the Most Out of Your Investment Mastering Essentials Sage Accpac
Sage Accpac: Understanding "Out-of-the-Box" Reports to Minimize
Expensive Customizations
8:30 a.m. – 9:30 a.m. ACP59 Sage Accpac: Working Together to Lower Total Cost of Ownership Roundtable Mastering Essentials Sage Accpac
8:30 a.m. – 9:30 a.m. ERP15 Sage ERP X3 Add-on''s: Enhance the Value of Your System Investment Business Building Sage ERP X3
8:30 a.m. – 9:30 a.m. ERP11 Sage ERP X3 v6: In-depth Review of New Financial Management Tools Business Building Sage ERP X3
Save Time and Effort: Electronically File State and Federal Tax Forms From
Sage MAS 90 and 200
Understanding Customer Relationship Management (CRM) in Sage
MAS 90 and 200 Extended Enterprise Suite
Administering and
8:30 a.m. – 9:30 a.m. PCH08 Year- and Month-End Processing Peachtree by Sage - Quantum
Automating Your Allocations: A Sage MAS 500 Add-On for Period-End
9:45 a.m. – 10:45 a.m. MAS72 Exploring Integration Sage MAS 500 ERP
Processing
Basic Reporting for FAS Asset Accounting—Producing Standard
9:45 a.m. – 10:45 a.m. FAS11 Report Writing Essentials FAS Fixed Assets, Sage FAS Gov Fixed
Reports (Hands-On)

REGISTER NOW!

Customize Sage MAS 500 Business Insights Dashboard With
Build-Your-Own Web Parts (Hands-On Lab)
Discover Manufacturing Synchronization in Sage MAS 500: The Secret
Weapon for Manufacturers
Efficiently Run your Business With Hot New Features in Sage MAS 90 and Looking Ahead at
9:45 a.m. – 10:45 a.m. MAS61 Sage MAS 200 ERP, Sage MAS 90 ERP
200 v4.4 Product Futures
Sage MAS 200 ERP, Sage MAS 500 ERP,
9:45 a.m. – 10:45 a.m. MAS05 Getting the Most Out of SageSoftwareOnline.com and Other Online Resources Mastering Essentials
Sage MAS 90 ERP
It's Crystal Clear: Getting the Most Out of Your Crystal Reports for Sage MAS
9:45 a.m. – 10:45 a.m. MAS11-1 Report Writing Essentials Sage MAS 200 ERP, Sage MAS 90 ERP
90 and 200 (Part 1)
9:45 a.m. – 10:45 a.m. MAS22 MAS doc-link(TM) Document Imaging & Workflow Solutions Exploring Integration
Sage MAS 90 ERP
Sage Accpac: Drive Down Costs With Warehouse Efficiency Utilizing
9:45 a.m. – 10:45 a.m. ACP36 Business Building Sage Accpac
Accellos One
Sage Accpac: Extended Enterprise Suite Customer Life Cycle-Sales and
9:45 a.m. – 10:45 a.m. ACP68 Becoming a Power User Sage Accpac, SageCRM, SageCRM.com
Marketing Automation
9:45 a.m. – 10:45 a.m. ACP33 Sage Accpac: Intelligence Hands-On Lab (Intermediate to Advanced) Report Writing Essentials Sage Accpac
Sage Accpac: Simplify Multiple Company Management With Intercompany Administering and
9:45 a.m. – 10:45 a.m. ACP16 Sage Accpac
and Consolidations Implementing Your System
Sage ERP X3 User Interfaces: How Dashboards and Portals
9:45 a.m. – 10:45 a.m. ERP13 Business Building Sage ERP X3
Provide the Information Your Employees Need
Sage ERP X3 Visual Process Designer: Reduce Training Efforts and
9:45 a.m. – 10:45 a.m. ERP12 Business Building Sage ERP X3
Increase User Acceptance
9:45 a.m. – 10:45 a.m. PCH06A Ten Social Media Tips for Finding Customers in New Places Business Building Peachtree by Sage - Quantum
11:00 a.m. – 12:00 p.m. MAS67 How to Avoid a Sales Tax Audit Business Building
MAS 500 ERP, Sage MAS 90 ERP
11:00 a.m. – 12:00 p.m. PCH07 Improving Your Online Presence Business Building Peachtree by Sage - Quantum
Intermediate Reporting for Sage FAS Asset Accounting:
11:00 a.m. – 12:00 p.m. FAS23 Report Writing Essentials FAS Fixed Assets, Sage FAS Gov Fixed
Customizing Reports—Hands-On
Sage Accpac: Extended Enterprise Suite Customer Life Cycle-
11:00 a.m. – 12:00 p.m. ACP67 Becoming a Power User Sage Accpac, SageCRM, SageCRM.com
Customer Care and Critical Vendor
Sage Accpac: Financial Reporting and Business Intelligence
11:00 a.m. – 12:00 p.m. ACP28 Becoming a Power User Sage Accpac
Product Shoot-Out
11:00 a.m. – 12:00 p.m. MAS31 Sage KnowledgeSync Alerts and Workflow for Sage MAS Exploring Integration
Sage MAS 90 ERP
11:00 a.m. – 12:00 p.m. MAS25 When is Advanced Planning and Scheduling (APS) the Wrong Choice? Exploring Integration
Sage MAS 90 ERP
11:00 a.m. – 12:30 p.m. MAS15B Explore the Changes in Sage MAS 500 v7.3 (Hands-On) Mastering Essentials Sage MAS 500 ERP
11:00 a.m. – 12:30 p.m. MAS49 A Deep Dive into Sage MAS 90 and 200 Custom Office: Beyond the Basics Becoming a Power User Sage MAS 200 ERP, Sage MAS 90 ERP
It's Crystal Clear: Getting the Most Out of Your Crystal Reports for Sage MAS
11:00 a.m. – 12:30 p.m. MAS11-2 Report Writing Essentials Sage MAS 200 ERP, Sage MAS 90 ERP
90 and 200 (Part 2)
11:00 a.m. – 12:30 p.m. ACP10 Sage Accpac: Crystal Reports Intermediate (Hands-On Lab) Report Writing Essentials Sage Accpac
Administering and
11:00 a.m. – 12:30 p.m. ACP38 Sage Accpac: Making the Move to a Microsoft SQL Database Sage Accpac
11:00 a.m. – 12:30 p.m. ERP08 Sage ERP X3 Business Intelligence: Turning Information into Insight Business Building Sage ERP X3
11:00 a.m. – 12:30 p.m. ERP16 Sage ERP X3 Customer Experiences Business Building Sage ERP X3
Administering and
2:15 p.m. – 3:15 p.m. MAS08-1 Configuring and Troubleshooting Sage MAS 90 and 200 Version 4.x (Part 1) Sage MAS 200 ERP, Sage MAS 90 ERP
continued 15

Advanced Reporting With Crystal Reports for Sage FAS Asset
2:15 p.m. – 3:15 p.m. FAS07-1 Report Writing Essentials FAS Fixed Assets, Sage FAS Gov Fixed
Accounting: Hands-On Session (Part 1)
Best Practices for Credit and Collections Managment in
2:15 p.m. – 3:15 p.m. MAS36 Mastering Essentials Sage MAS 200 ERP, Sage MAS 90 ERP
Sage MAS 90 and 200
2:15 p.m. – 3:15 p.m. FAS17 Fixed Asset Challenges in Global Organizations FAS Fixed Assets, Sage FAS Gov Fixed
Gaining Cross Departmental Visibility With Sage SalesLogix and
2:15 p.m. – 3:15 p.m. MAS43 Exploring Integration Sage MAS 500 ERP, Sage SalesLogix
Sage MAS 500
2:15 p.m. – 3:15 p.m. MAS14 Getting Started With Data Import Manager for Sage MAS 500 Becoming a Power User Sage MAS 500 ERP
Looking Forward: A Discussion on Product Plans and Future Direction Looking Ahead at
2:15 p.m. – 3:15 p.m. MAS63 Sage MAS 200 ERP, Sage MAS 90 ERP
for Sage MAS 90 and 200 Product Futures
2:15 p.m. – 3:15 p.m. ACP12 Sage Accpac: Crystal Reports Advanced (Hands-On Lab) Report Writing Essentials Sage Accpac
Sage Accpac: Extended Enterprise Suite Customer Life Cycle-Cash
2:15 p.m. – 3:15 p.m. ACP66 Becoming a Power User Sage Accpac, SageCRM, SageCRM.com
Collection and Operations Workflows
Sage Accpac: Recommended Processing and Best Practices in the
Distribution Modules
2:15 p.m. – 3:15 p.m. ACP35 Sage Accpac: Solve Your Printing Challenges Using Wellspring's PrintBoss Business Building Sage Accpac
2:15 p.m. – 3:15 p.m. ERP17 Sage ERP X3 Web Services: Open Your Business to the Web Business Building Sage ERP X3
Sage ERP X3 Workflow Management: An Essential Tool for Your
Business Operations
Sage MAS 500 Active Planner: Reducing Costs and Gaining Control in Your
2:15 p.m. – 3:15 p.m. MAS73 Exploring Integration Sage MAS 500 ERP
Planning and Budgeting Process
Sage MAS 90 and 200 Business Insights Explorer: Power at Your
Fingertips (Hands-On)
Advanced Reporting With Crystal Reports for Sage FAS Asset
3:30 p.m. – 4:30 p.m. FAS07-2 Report Writing Essentials FAS Fixed Assets, Sage FAS Gov Fixed
Accounting: Hands-On Session (Part 2)
3:30 p.m. – 4:30 p.m. PCH13-2 Crystal Reports for Peachtree: Fundamentals Part 2 (Hands-On) Report Writing Essentials Peachtree by Sage - Quantum
Getting the Most Out of Sage MAS 500 Business Insights Explorer and
3:30 p.m. – 4:30 p.m. MAS06 Becoming a Power User Sage MAS 500 ERP
Analyzer
Looking Forward: A Discussion of the Future Direction for Looking Ahead at
3:30 p.m. – 4:30 p.m. MAS38 Sage MAS 500 ERP
Sage MAS 500 Product Futures
Sage Accpac: Crossing Borders—Simplifying Multi-Currency and International
3:30 p.m. – 4:30 p.m. ACP27 Becoming a Power User Sage Accpac
Processing
Sage Accpac: Extended Enterprise Suite Customer Life Cycle-Order
Processing and Product/Service Delivery
Looking Ahead at
3:30 p.m. – 4:30 p.m. ACP07 Sage Accpac: What's New in SageCRM v6.2 Sage Accpac, SageCRM
Product Futures
Sage Accpac: What's New--Increase Your Accuracy With New Looking Ahead at
3:30 p.m. – 4:30 p.m. ACP44 Sage Accpac
Serialized Inventory and Lot Tracking (Hands-On) Product Futures
Sage ERP X3 User Interfaces: How Dashboards and Portals Provide the
Information Your Employees Need
3:30 p.m. – 4:30 p.m. GEN27 Stimulating Compliance All Products
Administering and
3:30 p.m. – 5:00 p.m. MAS08-2 Configuring and Troubleshooting Sage MAS 90 and 200 Version 4.x (Part 2) Sage MAS 200 ERP, Sage MAS 90 ERP
Look Ma, No Buttons!: The Next Generation of Customizations for Sage MAS
90 and 200

REGISTER NOW!

Looking Ahead at
3:30 p.m. – 5:00 p.m. MAS66A ,Explore the Changes Coming in Sage MAS 90 v4.4 (Hands-On) Sage MAS 200 ERP, Sage MAS 90 ERP
Product Futures
Sage ERP X3 Post-Implementation: Guidelines for Optimizing
Your ERP System

Crystal Reports and Xcelsius Software Empower Users to Make
8:30 a.m. – 9:30 a.m. MAS69 Exploring Integration MAS 500 ERP, Sage MAS 90 ERP, Sage
Informed Decisions
SalesLogix
8:30 a.m. – 9:30 a.m. MAS116 Customizer: Beyond the Basics Sage MAS 500 ERP
How to Create Financial Reports in Excel via Live Access to Your
8:30 a.m. – 9:30 a.m. MAS27 Report Writing Essentials Sage MAS 200 ERP, Sage MAS 90 ERP
GL Using F9
Integrated Products and Services: Highlights of What's Offered Today and a
8:30 a.m. – 9:30 a.m. PCH14 Exploring Integration Peachtree by Sage - Quantum
Discussion of Possibilities for Tomorrow
Profit Hunters: Tracking Down and Capturing Elusive Savings Hiding
8:30 a.m. – 9:30 a.m. MAS111 Business Building Sage MAS 500 ERP
Within Your Service Operation
Sage Accpac: Codeless Customization Techniques in SageCRM That Administering and
8:30 a.m. – 9:30 a.m. ACP24 Sage Accpac, SageCRM
Make You Look Like a Genius Implementing Your System
Sage Accpac: Financial Reporter Beginner to Intermediate Statement
8:30 a.m. – 9:30 a.m. ACP30 Report Writing Essentials Sage Accpac
Design (Hands-On)
Sage Accpac: Security, Auditing, and Compliance--Oh My! -
Roundtable
8:30 a.m. – 9:30 a.m. ACP42 Sage Accpac: Technical Tips and Tricks Becoming a Power User Sage Accpac
8:30 a.m. – 9:30 a.m. MAS92 Sage MAS 500: Cost Effective eMarketing Ideas Sage MAS 500 ERP
8:30 a.m. – 9:30 a.m. MAS104 Sage MAS 90 and 200: eCommerce Trends Sage MAS 200 ERP, Sage MAS 90 ERP
8:30 a.m. – 9:30 a.m. MAS89 Sage MAS: Effective Customer Relaionships
Sage MAS 90 ERP
8:30 a.m. – 9:30 a.m. MAS55 Simplify With Sage Sales Tax Exploring Integration Sage MAS 200 ERP, Sage MAS 90 ERP
Take Sage MAS 500's New Credit Card Processing Feature for a
Test Drive (Hands-On)
Looking Ahead at
8:30 a.m. – 9:30 a.m. FAS05 Test Drive: The New Sage FAS Asset Accounting (Hands-On) FAS Fixed Assets, Sage FAS Gov Fixed
Product Futures
Where Do I Begin? Installation and Setup of Sage FAS Asset Administering and
8:30 a.m. – 9:30 a.m. FAS24-1 FAS Fixed Assets, Sage FAS Gov Fixed
Accounting—Hands-on Session (Part 1) Implementing Your System
9:45 a.m. – 10:45 a.m. PCH13-1 Crystal Reports for Peachtree: Fundamentals Part 1 (Hands-On) Report Writing Essentials Peachtree by Sage - Quantum
9:45 a.m. – 10:45 a.m. MAS18 Getting to Know Crystal Reports for Sage MAS 500 (Hands-On) Report Writing Essentials Sage MAS 500 ERP
9:45 a.m. – 10:45 a.m. FAS20 Preparing for Your Fixed Asset Audit Becoming a Power User FAS Fixed Assets, Sage FAS Gov Fixed
Sage Accpac: An In-Depth Look at Views, Reports, Groups, and
Security in SageCRM
Sage Accpac: Insight Report Writing—Intermediate to Advanced
9:45 a.m. – 10:45 a.m. ACP15 Report Writing Essentials Sage Accpac
(Hands-On Lab)
Sage Accpac: Save Money and Time by Bringing Your Payroll Processing
In-House
9:45 a.m. – 10:45 a.m. ACP13 Sage Accpac: Work Smarter Every DayBecoming a Power Excel User Becoming a Power User Sage Accpac
Sage Active Planner for Accpac: An advanced budgeting solution for advanced
planning needs
continued 17
Thursday – Continued

9:45 a.m. – 10:45 a.m. MAS87 Sage MAS 500: Customizations - Why, When and How? Sage MAS 500 ERP
9:45 a.m. – 10:45 a.m. MAS107 Sage MAS 90 and 200: Going Green and Lowering Costs Sage MAS 200 ERP, Sage MAS 90 ERP
9:45 a.m. – 10:45 a.m. MAS109 Sage MAS 90 and 200: Managing Sales Tax Sage MAS 200 ERP, Sage MAS 90 ERP
9:45 a.m. – 10:45 a.m. FAS18 Tackling Your Fixed Asset Challenges FAS Fixed Assets, Sage FAS Gov Fixed
9:45 a.m. – 10:45 a.m. PCH06B Ten Social Media Tips for Finding Customers in New Places Business Building Peachtree by Sage - Quantum
9:45 a.m. – 10:45 a.m. MAS71 To Infinity and Beyond: Understanding Sage ePortal for Sage MAS 500 Exploring Integration Sage MAS 500 ERP
9:45 a.m. – 10:45 a.m. MAS70 What's New in StarShip 10.1 Exploring Integration
Sage MAS 90 ERP
Where Do I Begin? Installation and Setup of Sage FAS Asset Administering and
9:45 a.m. – 10:45 a.m. FAS24-2 FAS Fixed Assets, Sage FAS Gov Fixed
AccountingHands-on Session (Part 2) Implementing Your System
11:00 a.m. – 12:00 p.m. MAS86 Food and Chemical Manufacturing: From Front Door to Shop Floor Exploring Integration Sage MAS 500 ERP, Sage MAS 90 ERP
Sage MAS 90 and 200: Managing the Sales Workflow from
11:00 a.m. – 12:00 p.m. MAS84 Sage MAS 200 ERP, Sage MAS 90 ERP
Quote to Order
11:00 a.m. – 12:00 p.m. MAS101 Sage MAS: Data Disaster Recovery
Sage MAS 90 ERP
Looking Ahead at
11:00 a.m. – 12:30 p.m. MAS66B ,Explore the Changes Coming in Sage MAS 90 v4.4 (Hands-On) Sage MAS 200 ERP, Sage MAS 90 ERP
Product Futures
11:00 a.m. – 12:30 p.m. FAS19 Essentials of Disposing and Transferring Fixed Assets (Hands-On) Mastering Essentials FAS Fixed Assets, Sage FAS Gov Fixed
Looking Ahead at
11:00 a.m. – 12:30 p.m. ACP05 Sage Accpac: Executive RoundtableGet Your Voice Heard Sage Accpac
Product Futures
Sage Accpac: Financial Reporter Advanced to Expert Statement Design
11:00 a.m. – 12:30 p.m. ACP32 Report Writing Essentials Sage Accpac
(Hands-On Lab)

Sage Abra and Sage TimeSheet
REGISTER NOW!
Monday, November 9

What’s New and
3:30 p.m. – 4:30 p.m. HPT15 What's New in Sage Abra Sage Abra, Sage TimeSheet
Product Intro
Administering and
8:30 a.m. – 9:30 a.m. HPT02 Get Smart—Secure your Sage Abra Data From Chaos Sage Abra, Sage TimeSheet
9:45 a.m. – 10:45 a.m. HPT09 Crystal Guru: Master Fortune Teller With Sage Abra Mastering Essentials Sage Abra, Sage TimeSheet
Business Building -
Employer Topics
Looking Ahead at
9:45 a.m. – 10:45 a.m. HPT11 Sage Abra Extreme Makeover Edition Sage Abra, Sage TimeSheet
Product Futures
Crystal Guru Hands-On: Become the Ultimate Sage Abra Crystal
11:00 a.m. – 12:30 p.m. HPT05 Becoming a Power User Sage Abra, Sage TimeSheet
Guru in Subreports
Business Building -
Employer Topics
Management Software
Sage Abra HRMS, Sage MAS 500 ERP,
2:15 p.m. – 3:15 p.m. MAS32 Manage and Pay Your Employees With Sage MAS 500 Exploring Integration
Sage TimeSheet
Administering and
2:15 p.m. – 3:15 p.m. HPT10 Managing Through the Storm With Sage Abra Data Tools Sage Abra, Sage TimeSheet
Administering and
2:15 p.m. – 3:15 p.m. HPT03 Sage Abra Alerts, Will Robinson! Sage Abra, Sage TimeSheet
Administering and
3:30 p.m. – 4:30 p.m. HPT12A Year-End Processing With Sage Abra Payroll Sage Abra, Sage TimeSheet
Administering and
8:30 a.m. – 9:30 a.m. HPT20 Managing Through the Storm With Sage Abra Data Tools Sage Abra, Sage TimeSheet
11:00 a.m. – 12:00 p.m. HPT13 Bedazzle Your Abra With Toolkit Becoming a Power User Sage Abra, Sage TimeSheet
Crystal Guru Hands-On: Formulating and Calculating the Path to
2:15 p.m. – 3:15 p.m. HPT06-1 Becoming a Power User Sage Abra, Sage TimeSheet
Your Future With Crystal and Sage Abra (Part 1)
Crystal Guru Hands-On: Formulating and Calculating the Path to
3:30 p.m. – 4:30 p.m. HPT06-2 Becoming a Power User Sage Abra, Sage TimeSheet
Your Future With Crystal and Sage Abra (Part 2)
Administering and
8:30 a.m. – 9:30 a.m. HPT12B Year-End Processing With Sage Abra Payroll Sage Abra, Sage TimeSheet
Looking Ahead at Product
9:45 a.m. – 10:45 a.m. HPT22 Sage Abra Extreme Makeover Edition Sage Abra, Sage TimeSheet
Futures
11:00 a.m. – 12:00 p.m. HPT08 Crystal Guru: Decode Your Sage Abra Data Becoming a Power User Sage Abra, Sage TimeSheet
Administering and
11:00 a.m. – 12:30 p.m. HPT04 Sage Abra Benefits Open Enrollment Rodeo Sage Abra, Sage TimeSheet
19
Sage HealthPro XL, Sage Intergy, Sage Intergy CHC, Sage
Intergy EHR, Sage Intergy PACS, Sage Intergy RIS, Sage Medical
Manager, and Sage Practice Analytics
Monday, November 9

Community Health Centers, Sage
8:30 a.m. – 9:30 a.m. SHC42 EDI: Real-time Claim Adjudication Roundtable Intergy, Sage Intergy EHR, Sage Medical
Manager
Sage Intergy, Sage Intergy EHR, Sage
8:30 a.m. – 9:30 a.m. SHC45 Improving Patient Communication: Secure Messaging Roundtable
Medical Manager
8:30 a.m. – 9:30 a.m. SHC43 Sage Intergy EHR: Capturing PQRI Incentives Roundtable Sage Intergy EHR
Community Health Centers, Sage
8:30 a.m. – 9:30 a.m. SHC46 Sage Intergy EHR: Economic Stimulus Incentives for Healthcare Roundtable Intergy, Sage Intergy EHR, Sage Medical
Manager
8:30 a.m. – 9:30 a.m. SHC44 Sage Medical Manager: Migrating to Sage Intergy Roundtable Sage Medical Manager
Community Health Centers, Sage Intergy,
8:30 a.m. – 9:30 a.m. SHC41 Sage Practice Analytics Dashboard Roundtable
Sage Medical Manager
2:00 p.m. – 3:00 p.m. SHC30 EDI Update, Recent Features, Regulatory Issues, and Stimulus Impact Mastering Essentials Sage Medical Manager
2:00 p.m. – 3:00 p.m. SHC32 Effective Collections With Sage Intergy Becoming a Power User Sage Intergy
Administering and
2:00 p.m. – 3:00 p.m. SHC29 Managing the Infrastructure of Your CHC Organization Community Health Centers
2:00 p.m. – 3:00 p.m. SHC27 RHIO, CHITA, HIE—What Do All Those Letters Mean to Interoperability? Business Building Sage Health Care General Interest
RIS: User-to-User Problem Solving—Resolutions to Common Support Issues
2:00 p.m. – 3:00 p.m. SHC28-1 Becoming a Power User PACS/Radiology/Imaging
(Part 1)
2:00 p.m. – 3:00 p.m. SHC34 Sage Intergy EHR: Confidential Patient/Chart Overview Mastering Essentials Sage Intergy EHR
Introducing Sage Intergy CHC: Integrated Practice Management and EHR Looking Ahead at
3:30 p.m. – 4:30 p.m. SHC15-1 Community Health Centers
(Part 1) Product Futures
Remote Desktop, Terminal Services, and Citrix: Using Remote Access Administering and
3:30 p.m. – 4:30 p.m. SHC26 Sage Health Care General Interest
Technology to Connect Your Enterprise Implementing Your System
RIS: User-to-User Problem SolvingResolutions to Common Support Issues
3:30 p.m. – 4:30 p.m. SHC28-2 Becoming a Power User PACS/Radiology/Imaging
(Part 2)
3:30 p.m. – 4:30 p.m. SHC33 Sage Intergy Denial Management Strategy Becoming a Power User Sage Intergy
3:30 p.m. – 4:30 p.m. SHC35 Sage Intergy EHR: Physician Quality Reporting Initiative (PQRI) Business Building Sage Intergy EHR
3:30 p.m. – 4:30 p.m. SHC31 Sage Medical Manager Tips and Techniques Mastering Essentials Sage Medical Manager
9:45 a.m. – 10:45 a.m. SHC10 Imaging: User-to-User Problem SolvingResolutions to Common Support Issues Becoming a Power User PACS/Radiology/Imaging
Introducing Sage Intergy CHC: Integrated Practice Management and EHR Looking Ahead at
9:45 a.m. – 10:45 a.m. SHC15-2 Community Health Centers
(Part 2) Product Futures
9:45 a.m. – 10:45 a.m. SHC36 Sage Intergy EHR: Encounter NoteMake it Simple! Becoming a Power User Sage Intergy EHR
Looking Ahead at
9:45 a.m. – 10:45 a.m. SHC20 Sage Medical Manager v11: Introducing Renaissance Sage Medical Manager
Product Futures
9:45 a.m. – 10:45 a.m. SHC25 Understanding Sage Intergy Reports and Concepts Report Writing Essentials Sage Intergy
Administering and
9:45 a.m. – 10:45 a.m. SHC05 Virtualization Technology: A Discussion of Pros and Cons Sage Health Care General Interest
Software
2:15 p.m. – 3:15 p.m. SHC14 EDI Update for CHC Specific Issues, Regulatory Issues, and Stimulus Impact Mastering Essentials Community Health Centers

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2:15 p.m. – 3:15 p.m. SHC37 Sage Intergy EHR: Connecting Your PracticeSecure Patient Communications Business Building Sage Intergy EHR
Looking Ahead at
2:15 p.m. – 3:15 p.m. SHC09 Sage Intergy RIS: Roadmap PACS/Radiology/Imaging
Product Futures
2:15 p.m. – 3:15 p.m. SHC19 Sage Medical Manager Top Five Support Issues and Common Solutions Mastering Essentials Sage Medical Manager
2:15 p.m. – 3:15 p.m. SHC24 Simplify the Management of Multiple Practices With Enterprise Desktop Mastering Essentials Sage Intergy
2:15 p.m. – 3:15 p.m. SHC01 Using Sage Practice Analytics to Gauge Practice Performance Report Writing Essentials Sage Health Care General Interest
ePrescribing with Sage Solutions: Tips and Tricks and the CMS ePrescribing
3:30 p.m. – 4:30 p.m. SHC38 Mastering Essentials Sage Intergy EHR
Incentive
3:30 p.m. – 4:30 p.m. SHC08 Document Imaging Best Practices Becoming a Power User PACS/Radiology/Imaging
Revenue Cycle Management: Using Sage Medical Manager to Optimize the
3:30 p.m. – 4:30 p.m. SHC18 Business Building Sage Medical Manager
Revenue Cycle
3:30 p.m. – 4:30 p.m. SHC04 Revenue Cycle Management: What It Means and What You Need to Know Business Building Sage Health Care General Interest
Looking Ahead at
3:30 p.m. – 4:30 p.m. SHC13 Sage Intergy CHC Roadmap Community Health Centers
Product Futures
Looking Ahead at
3:30 p.m. – 4:30 p.m. SHC23 Sage Intergy Roadmap Sage Intergy
Product Futures
8:30 a.m. – 9:30 a.m. SHC03 Encore EDI Update: Regulatory Issues and Stimulus Impact Mastering Essentials Sage Health Care General Interest
8:30 a.m. – 9:30 a.m. SHC21 Found! Forgotten Features of Sage Intergy Becoming a Power User Sage Intergy
Looking Ahead at
8:30 a.m. – 9:30 a.m. SHC07 Document Imaging: Roadmap Review PACS/Radiology/Imaging
Product Futures
Looking Ahead at
8:30 a.m. – 9:30 a.m. SHC17 Introducing Sage Intergy Version 5.5 Sage Medical Manager
Product Futures
8:30 a.m. – 9:30 a.m. SHC12 Migrating to Sage Intergy CHC and Sage Intergy EHR: The Why's and How's Mastering Essentials Community Health Centers
8:30 a.m. – 9:30 a.m. SHC39 Sage Intergy EHR: Mobile EHR and Charge Capture Mastering Essentials Sage Intergy EHR
Administering and
9:45 a.m. – 10:45 a.m. SHC02 Disaster Recovery: Planning to Protect Patient Data Sage Health Care General Interest
9:45 a.m. – 10:45 a.m. SHC22 EDI Update, Recent Features, Regulatory Issues, and Stimulus Impact Mastering Essentials Sage Intergy
Administering and
9:45 a.m. – 10:45 a.m. SHC16 Migrating to Sage Intergy and Sage Intergy EHR Sage Medical Manager
Revenue Cycle Management: Using Sage Intergy to Optimize the Revenue
9:45 a.m. – 10:45 a.m. SHC11 Business Building Community Health Centers
Cycle
9:45 a.m. – 10:45 a.m. SHC40 Sage Intergy EHR: Integrating Order Entry Set Up and Increasing Efficiency Becoming a Power User Sage Intergy EHR
Looking Ahead at
9:45 a.m. – 10:45 a.m. SHC06 Sage Intergy PACS: What's New in the Most Recent Version PACS/Radiology/Imaging
Product Futures
21
Sage Timberline Office
Monday, November 9

Sage Master Builder, General, Sage
2:00 p.m. – 3:00 p.m. CRE25 Tips for Surviving a Down Economy Roundtable
Timberline Office, General
Sage Timberline Office, Construction

8:30 a.m. – 9:30 a.m. STO9 Are You Really Using Sage Timberline Office to Its Fullest Extent? Becoming a Power User Accounting, Sage Timberline Office,
Property Management
Sage Timberline Office, General,
Beginning Crystal Reports for Sage Timberline Office: Getting Started
8:30 a.m. – 9:30 a.m. STO40-1 Report Writing Essentials Sage Timberline Office, Reporting
Hands-On Lab (Part 1 of 3)
and Other Tools
8:30 a.m. – 9:30 a.m. MBR02 Close the Year for Sage Master Builder Payroll Mastering Essentials Sage Master Builder, Accounting
Sage Timberline Office, Standard &
8:30 a.m. – 9:30 a.m. CRE01-1 Estimate Fundamentals (Part 1 of 4) Hands-On Mastering Essentials
Extended Estimating
8:30 a.m. – 9:30 a.m. STO27 Getting Started With Document Management Mastering Essentials Sage Timberline Office, General
8:30 a.m. – 9:30 a.m. MBR20 Sage Master Builder Accounting How do I...? Sage Master Builder, Accounting
Sage Timberline Office Report Designer: Beyond the Basics—
8:30 a.m. – 9:30 a.m. STO24 Report Writing Essentials Sage Timberline Office, Reporting
Accumulating Functions Hands-On Lab
and Other Tools
8:30 a.m. – 9:30 a.m. CRE07 What is BIM, and How Can My Company Benefit From It? Exploring Integration
Extended Estimating
Date Functions Hands-On Lab
and Other Tools
Beginning Crystal Reports for Sage Timberline Office: Getting the
9:45 a.m. – 10:45 a.m. STO40-2 Report Writing Essentials Sage Timberline Office, Reporting
Information You Want on Your Reports Hands-On Lab (Part 2 of 3)
and Other Tools
9:45 a.m. – 10:45 a.m. MBR03 Close the Year for Sage Master Builder General Ledger Mastering Essentials Sage Master Builder, Accounting
Business Building -
Employer Topics
9:45 a.m. – 10:45 a.m. STO41 Showcasing Document Management for Sage Timberline Office Exploring Integration Sage Timberline Office, General
Error Correction for Sage Timberline Office Accounts Payable, General Ledger,
9:45 a.m. – 10:45 a.m. STO30 Becoming a Power User Accounting, Sage Timberline Office,
and Cash Management
Property Management
9:45 a.m. – 10:45 a.m. CRE01-2 Estimate Fundamentals (Part 2 of 4) Hands-On Mastering Essentials
Extended Estimating
9:45 a.m. – 10:45 a.m. MBR15A Sage Master Builder Version 14 Release Training Mastering Essentials Sage Master Builder, General
9:45 a.m. – 10:45 a.m. STO37A Sage Timberline Office 9.6 Release Training Mastering Essentials Sage Timberline Office, General
9:45 a.m. – 10:45 a.m. STO16-1 Sage Timberline Office Beginning Report Designer (Part 1 of 2) Report Writing Essentials Sage Timberline Office, Reporting
and Other Tools
11:00 a.m. – 12:00 p.m. STO14-1A Introduction to Sage Timberline Office Inquiry Designer (Part 1 of 2) Mastering Essentials Sage Timberline Office, Reporting
and Other Tools

REGISTER NOW!

11:00 a.m. – 12:00 p.m. CRE123 Introduction to Smart Assemblies (Part 1) Mastering Essentials
Extended Estimating
11:00 a.m. – 12:00 p.m. STO39 Sage Timberline Office Accounting How do I...? (AP, GL, CM)
Accounting
Beginning Crystal Reports for Sage Timberline Office: Organizing
11:00 a.m. – 12:30 p.m. STO40-3 Report Writing Essentials Sage Timberline Office, Reporting
Report Information and Printing Reports Hands-On Lab (Part 3 of 3)
and Other Tools
Business Building -
Employer Topics
11:00 a.m. – 12:30 p.m. CRE01-3 Estimate Fundamentals (Part 3 of 4) Hands-On Mastering Essentials
Extended Estimating
Managing Project and Contract Changes With Sage Timberline Office Project Sage Timberline Office, Project
11:00 a.m. – 12:30 p.m. STO20-1 Mastering Essentials
Management (Part 1 of 2) Management
11:00 a.m. – 12:30 p.m. HPT14 C Commission Opportunity: New Payroll Services Alliance With CompuPay Business Building All Products
Sage Master Builder Error Correction for Accounts Payable, Job Cost, and
11:00 a.m. – 12:30 p.m. MBR12 Becoming a Power User Sage Master Builder, Accounting
General Ledger
Sage Timberline Office Beginning Report Designer Hands-On
11:00 a.m. – 12:30 p.m. STO16-2 Report Writing Essentials Sage Timberline Office, Reporting
Lab (Part 2 of 2)
and Other Tools
11:00 a.m. – 12:30 p.m. STO22 System Administration for Document Management Mastering Essentials Sage Timberline Office, General
2:15 p.m. – 3:15 p.m. CRE124 Advanced Smart Assemblies (Part 1) Becoming a Power User
Extended Estimating
Software
2:15 p.m. – 3:15 p.m. STO19 Error Correction for Sage Timberline Office Contracts and Billing Becoming a Power User
Accounting
2:15 p.m. – 3:15 p.m. CRE01-4 Estimate Fundamentals (Part 4 of 4) Hands-On Mastering Essentials
Extended Estimating
2:15 p.m. – 3:15 p.m. STO1-1A Introduction to ODBC (Part 1 of 2) Report Writing Essentials Sage Timberline Office, Reporting
and Other Tools
Introduction to Sage Timberline Office Inquiry Designer
2:15 p.m. – 3:15 p.m. STO14-2A Mastering Essentials Sage Timberline Office, Reporting
and Other Tools
Managing Project and Contract Changes With Sage Timberline Office Project Sage Timberline Office, Project
2:15 p.m. – 3:15 p.m. STO20-2 Mastering Essentials
Management (Part 2 of 2) Management
2:15 p.m. – 3:15 p.m. MBR10 Sage Master Builder Accounts Receivable Error Correction Becoming a Power User Sage Master Builder, Accounting
Sage Timberline Office, Property
2:15 p.m. – 3:15 p.m. STO46 Sage Timberline Office Property Management How do I..?
Management
Sage Master Builder, Reporting and
2:15 p.m. – 3:15 p.m. MBR04-1 Using Sage Master Builder With Other Reporting Tools (Part 1) Becoming a Power User
Other Tools
3:30 p.m. – 4:30 p.m. MBR21 Sage Master Builder Payroll How do I...? Sage Master Builder, Accounting
3:30 p.m. – 5:00 p.m. STO23 Document Management: Inboxes and Queries Mastering Essentials Sage Timberline Office, General
Showcasing Sage Timberline Office and Sage Master Builder Estimating Sage Timberline Office, Standard &
3:30 p.m. – 5:00 p.m. CRE13 Exploring Integration
Standard and Extended Extended Estimating
3:30 p.m. – 5:00 p.m. CRE125 Introduction and Advanced Smart Assemblies Hands-On Lab (Part 2) Mastering Essentials
Extended Estimating
3:30 p.m. – 5:00 p.m. STO1-1B Introduction to ODBC Hands-On Lab (Part 2 of 2) Report Writing Essentials Sage Timberline Office, Reporting
and Other Tools
3:30 p.m. – 5:00 p.m. STO21 Sage Timberline Office Error Correction for Accounts Receivable Becoming a Power User
Accounting
continued 23

Looking Ahead at
3:30 p.m. – 5:00 p.m. STO28 Sage Timberline Office Futures Sage Timberline Office, General
Product Futures
Using Sage Master Builder With Other Reporting Tools (Part 2) Sage Master Builder, Reporting and
3:30 p.m. – 5:00 p.m. MBR04-2 Becoming a Power User
Hands-On Lab Other Tools

8:30 a.m. – 9:30 a.m. STO42 Audit Preparedness: What Are the Auditors Thinking? Mastering Essentials Accounting, Sage Timberline Office,
Property Management
8:30 a.m. – 9:30 a.m. CRE12-1 Crystal Reports for Estimating Standard and Extended (Part 1 of 2) Becoming a Power User
Extended Estimating
8:30 a.m. – 9:30 a.m. STO33 Crystal Reports Hands-On Lab: Work on Your Own Project Report Writing Essentials Sage Timberline Office, Reporting
and Other Tools
Database Fundamentals: Create and Modify a Database (Part 1 of 3) Sage Timberline Office, Standard &
8:30 a.m. – 9:30 a.m. CRE10-1 Mastering Essentials
Hands-On Extended Estimating
8:30 a.m. – 9:30 a.m. CRE14 Mitigating Risk in Your Construction Business Business Building
8:30 a.m. – 9:30 a.m. STO34A Optimizing Sage Timberline Office Crystal Reports for Speed Report Writing Essentials Sage Timberline Office, Reporting
and Other Tools
8:30 a.m. – 9:30 a.m. MBR15B Sage Master Builder Version 14 Release Training Mastering Essentials Sage Master Builder, General
9:45 a.m. – 10:45 a.m. MBR09 Sage Master Builder Accounts Receivable Progress Billing Mastering Essentials Sage Master Builder, Accounting
Sage Timberline Office, Project
8:30 a.m. – 9:30 a.m. STO29 Showcasing Project Management for Sage Timberline Office Exploring Integration
Management
Crystal Reports for Estimating Standard and Extended (Part 2 of 2) Sage Timberline Office, Standard &
9:45 a.m. – 10:45 a.m. CRE12-2 Becoming a Power User
Database Fundamentals: Working With Formulas and Assemblies Sage Timberline Office, Standard &
9:45 a.m. – 10:45 a.m. CRE10-2 Mastering Essentials
(Part 2 of 3) Hands-On Extended Estimating
9:45 a.m. – 10:45 a.m. STO4 Integrating Sage Timberline Office Project Management With Accounting Mastering Essentials
Management
Crystal Reports for Sage Timberline Office: Beyond the Basics--Create
a Drill-Down Report Hands-On Lab
and Other Tools
Sage Master Builder, Accounting, Sage
9:45 a.m. – 10:45 a.m. CRE34 Keep the Money You Earn - Avoid 4 Financial Disasters Business Building
Master Builder, Project Management
9:45 a.m. – 10:45 a.m. STO37B Sage Timberline Office 9.6 Release Training Mastering Essentials Sage Timberline Office, General
9:45 a.m. – 10:45 a.m. STO43 Sage Timberline Office Payroll How do I...?
Accounting
9:45 a.m. – 10:45 a.m. CRE09 Showcasing OnScreen Takeoff Exploring Integration
Extended Estimating
Crystal Reports for Sage Timberline Office: Beyond the Basics—Using
11:00 a.m. – 12:00 p.m. STO26 Report Writing Essentials Sage Timberline Office, Reporting
Subreports Hands-On Lab
and Other Tools
Sage Master Builder, Project
11:00 a.m. – 12:30 p.m. MBR08 Better Project Management With Sage Master Builder Mastering Essentials
Management
Sage Timberline Office, Reporting and
Crystal Reports for Estimating Standard & Extended (Part 3)
11:00 a.m. – 12:30 p.m. CRE12-3 Report Writing Essentials Other Tools, Sage Timberline Office,
Optional Hands On Lab
Standard & Extended Estimating
Database Fundamentals: Managing Your Database (Part 3 of 3) Sage Timberline Office, Standard &
11:00 a.m. – 12:30 p.m. CRE10-3 Mastering Essentials

REGISTER NOW!

Crystal Reports for Estimating Standard & Extended (Part 3) Optional
11:00 a.m. – 12:30 p.m. CRE12 Report Writing Essentials Sage Timberline Office, Reporting
Hands On Lab
and Other Tools
11:00 a.m. – 12:30 p.m. MBR26 Designing Reports in Sage Master Builder (Part 1 of 3) Report Writing Essentials
Other Tools
11:00 a.m. – 12:30 p.m. STO13 Document Management: Scanning and Classifying Mastering Essentials Sage Timberline Office, General
11:00 a.m. – 12:30 p.m. STO6 Error Correction for Sage Timberline Office Payroll Becoming a Power User
Accounting
Administering and
11:00 a.m. – 12:30 p.m. STO10 Sage Timberline Office Security and Sarbanes-Oxley Sage Timberline Office, General
Sage Master Builder, Project
2:15 p.m. – 3:15 p.m. MBR11 Better Project Management With Sage Master Builder Hands-On Lab Mastering Essentials
Management
2:15 p.m. – 3:15 p.m. MBR27 Designing Reports in Sage Master Builder (Part 2 of 3) Report Writing Essentials
Other Tools
2:15 p.m. – 3:15 p.m. CRE16 Estimating Standard and Estimating Extended Tips and Tricks (Part 1) Becoming a Power User
Extended Estimating
2:15 p.m. – 3:15 p.m. STO1-2A Introduction to ODBC (Part 1 of 2) Report Writing Essentials Sage Timberline Office, Reporting
and Other Tools
Looking Ahead at
2:15 p.m. – 3:15 p.m. MBR25 Sage Master Builder Futures Sage Master Builder, General
Product Futures
2:15 p.m. – 3:15 p.m. STO17-1 Sage Timberline Office Beginning Report Designer (Part 1 of 2) Report Writing Essentials Sage Timberline Office, Reporting
and Other Tools
2:15 p.m. – 3:15 p.m. STO44 Sage Timberline Office Job Cost How do I...? Accounting, Sage Timberline Office,
Project Management
2:15 p.m. – 3:15 p.m. STO35 Trying Your Hand at Document Management (Hands-On) Mastering Essentials Sage Timberline Office, General
3:30 p.m. – 5:00 p.m. MBR28 Designing Reports in Sage Master Builder: Hands-On Lab (Part 3 of 3) Report Writing Essentials
Other Tools
3:30 p.m. – 5:00 p.m. STO7 Document Management Tips and Tricks Becoming a Power User Sage Timberline Office, General
3:30 p.m. – 5:00 p.m. CRE17 Estimating Standard and Extended Tips and Tricks (Part 2) Becoming a Power User
Extended Estimating
3:30 p.m. – 5:00 p.m. STO1-2B Introduction to ODBC Hands-On Lab (Part 2 of 2) Report Writing Essentials Sage Timberline Office, Reporting
and Other Tools
3:30 p.m. – 5:00 p.m. CRE04 Maintaining Your Estimating Standard and Extended Database Pricing Mastering Essentials
Extended Estimating
Sage Timberline Office Beginning Report Designer Hands-On
3:30 p.m. – 5:00 p.m. STO17-2 Report Writing Essentials Sage Timberline Office, Reporting
Lab (Part 2 of 2)
and Other Tools
3:30 p.m. – 5:00 p.m. STO12 Sage Timberline Office Project Management Tips and Tricks Becoming a Power User
Management
3:30 p.m. – 5:00 p.m. MBR13 Strategic Financial Analysis for the Sage Master Builder Contractor Becoming a Power User Sage Master Builder, Accounting

Sage Timberline Office, General, Sage
Beginning Crystal Reports for Sage Timberline Office: Getting Started Hands-
8:30 a.m. – 9:30 a.m. STO40-1B Report Writing Essentials Timberline Office, Reporting and Other
On Lab (Part 1 of 3)
Tools
continued 25
Thursday – Continued

8:30 a.m. – 9:30 a.m. STO36-1 Connecting the Project Team (Part 1) Exploring Integration
Management
Accounting, Sage Timberline Office,
8:30 a.m. – 9:30 a.m. STO3-1 Financial Statement Designer: Introduction (Part 1 of 2) Mastering Essentials
Property Management, Sage Timberline
Office, Reporting and Other Tools
8:30 a.m. – 9:30 a.m. CRE120 Introduction to Model Estimating (Part 1) Mastering Essentials
Extended Estimating
8:30 a.m. – 9:30 a.m. MBR09 Sage Master Builder Accounts Receivable Progress Billing Mastering Essentials Sage Master Builder – Accounting
8:30 a.m. – 9:30 a.m. CRE20 Sage Timberline Office Estimating How do I...?
Extended Estimating
Advanced Formulas Hands-On Lab
and Other Tools
8:30 a.m. – 9:30 a.m. MBR14-1 Using Sage Master Builder Form Design to Make Lasting Impressions (Part 1) Report Writing Essentials
Other Tools
9:45 a.m. – 10:45 a.m. CRE11 Using Work Breakdown Structures (WBS) to Organize Estimates and Reports Becoming a Power User
Extended Estimating
9:45 a.m. – 10:45 a.m. CRE121 Advanced Model Estimating (Part 1) Becoming a Power User
Extended Estimating
Beginning Crystal Reports for Sage Timberline Office: Getting the Information
9:45 a.m. – 10:45 a.m. STO40-2 Report Writing Essentials Timberline Office, Reporting and Other
You Want on Your Reports Hands-On Lab (Part 2 of 3)
Tools
9:45 a.m. – 10:45 a.m. STO36-2 Connecting the Project Team (Part 2) Exploring Integration
Management
Financial Statement Designer: Create a Basic Financial Statement Accounting, Sage Timberline Office,
9:45 a.m. – 10:45 a.m. STO3-2 Mastering Essentials
Hands-On Lab (Part 2 of 2) Property Management, Sage Timberline
Office, Reporting and Other Tools
9:45 a.m. – 10:45 a.m. STO14-1B Introduction to Sage Timberline Office Inquiry Designer (Part 1 of 2) Mastering Essentials Sage Timberline Office, Reporting
and Other Tools
Sage Master Builder, Accounting, Sage
9:45 a.m. – 10:45 a.m. MBR22 Sage Master Builder Job Cost How do I..? Roundtable
Master Builder, Project Management
9:45 a.m. – 10:45 a.m. STO45 Sage Timberline Office Accounts Receivable How do I...? Roundtable
Accounting
Using Sage Master Builder Form Design to Make Lasting Impressions Sage Master Builder, Reporting and
9:45 a.m. – 10:45 a.m. MBR14-2 Report Writing Essentials
Hands-On Lab (Part 2) Other Tools
Introduction to Sage Timberline Office Inquiry Designer
11:00 a.m. – 12:00 p.m. STO14-2B Mastering Essentials Sage Timberline Office, Reporting
and Other Tools
11:00 a.m. – 12:00 p.m. STO34B Optimizing Sage Timberline Office Crystal Reports for Speed Report Writing Essentials Sage Timberline Office, Reporting
and Other Tools
11:00 a.m. – 12:00 p.m. CRE32 Sage Timberline Office Version 9.6 Estimating Release Training Mastering Essentials
Extended Estimating
11:00 a.m. – 12:30 p.m. STO05 Error Correction for Sage Timberline Office Job Cost Becoming a Power User Accounting, Sage Timberline Office,
Project Management
Beginning Crystal Reports for Sage Timberline Office: Organizing Report
11:00 a.m. – 12:30 p.m. STO40-3B Report Writing Essentials Timberline Office, Reporting and Other
Information and Printing Reports Hands-On Lab (Part 3 of 3)
Tools
11:00 a.m. – 12:30 p.m. CRE122 Introduction and Advanced Model Estimating Hands-On Lab (Part 2) Mastering Essentials
Extended Estimating
11:00 a.m. – 12:30 p.m. MBR06 Sage Master Builder Payroll Error Correction Becoming a Power User Sage Master Builder, Accounting

and Sage SalesLogix
REGISTER NOW!
Monday, November 9

2:00 p.m. – 3:00 p.m. ACP50 Automating Manual Processes with Sage Accpac Roundtable Sage Accpac, SageCRM, SageCRM.com
2:00 p.m. – 3:00 p.m. ACP49 Business Intelligence: How are you putting it to work in your business? Roundtable Sage Accpac, SageCRM, SageCRM.com
2:00 p.m. – 3:00 p.m. CRM19 Encouraging User Adoption Roundtable Sage SalesLogix
2:00 p.m. – 3:00 p.m. ACP52 Roundtable Sage Accpac, SageCRM, SageCRM.com
2:00 p.m. – 3:00 p.m. CRM20 Marketing Best Practices Roundtable Sage SalesLogix
2:00 p.m. – 3:00 p.m. CRM18 Sales Techniques in a Down Economy Roundtable Sage SalesLogix
3:30 p.m. – 4:30 p.m. CRM25 Benefits of ERP Integration Roundtable Sage SalesLogix
3:30 p.m. – 4:30 p.m. ACP55 Customization/Tailoring Sage Accpac to Meet Your Business Needs Roundtable Sage Accpac, SageCRM, SageCRM.com
3:30 p.m. – 4:30 p.m. CRM22 Deploying Sage SalesLogix Globally Roundtable Sage SalesLogix
3:30 p.m. – 4:30 p.m. ACP58 Managing Multiple Companies in Sage Accpac Roundtable Sage Accpac, SageCRM, SageCRM.com
3:30 p.m. – 4:30 p.m. ACP56 Smooth Upgrades & Service Pack Installations in Sage Accpac Roundtable Sage Accpac, SageCRM, SageCRM.com
Troubleshooting Sage Accpac - How do you Save Time and Solve
Problems Quickly?
3:30 p.m. – 4:30 p.m. CRM23 Upgrading to the Sage SalesLogix Web Client Roundtable Sage SalesLogix
3:30 p.m. – 4:30 p.m. ACP54 Warehouse and Distribution Management with Sage Accpac Roundtable Sage Accpac, SageCRM, SageCRM.com
Sage Accpac: Going Mobile—Ensure Your Sales Force Road Warriors Stay
Productive On-the-Go With SageCRM
Looking Ahead at
8:30 a.m. – 9:30 a.m. CRM17 Sage SalesLogix Product Vision and Roadmap Sage SalesLogix
Product Futures
Looking Ahead at
9:45 a.m. – 10:45 a.m. CRM16 What's New in Sage SalesLogix v7.5.2 Sage SalesLogix
Product Futures
11:00 a.m. – 12:00 p.m. CRM27 Extending Sage SalesLogix v7.5 With New Web Technologies Becoming a Power User Sage SalesLogix
Looking Ahead at
11:00 a.m. – 12:00 p.m. CRM13 SageCRM Product Strategy, Roadmap, and What's New SageCRM, SageCRM.com
Product Futures
Setting Up and Optimizing Performance of a Sage SalesLogix Web Administering and
11:00 a.m. – 12:00 p.m. CRM33 Sage SalesLogix
Deployment Implementing Your System
Sage Accpac: Extended Enterprise SuiteSageCRM Advanced E-Mail
11:00 a.m. – 12:30 p.m. ACP21 Becoming a Power User Sage Accpac, SageCRM
Management and Outlook Integration
Add Dollars to Your Bottom Line by Transforming Sage SalesLogix Into a
2:15 p.m. – 3:15 p.m. CRM06 Business Building Sage MAS 500 ERP, Sage SalesLogix
Project and Service Tracking System
2:15 p.m. – 3:15 p.m. CRM04 Benefits of Deploying a Mobile Workforce With Sage SalesLogix Mastering Essentials Sage SalesLogix
Looking Ahead at Sage MAS 200 ERP, Sage MAS 90 ERP,
2:15 p.m. – 3:15 p.m. MAS46 What's Next for Sage MAS 90 and 200 Extended Enterprise Suite?
Product Futures SageCRM
3:30 p.m. – 4:30 p.m. CRM12 Lean Quote-to-Order: A Breakthrough Opportunity Business Building Sage SalesLogix
Experience the Fully-Integrated Sage MAS 90 and 200 Extended Sage FAS Fixed Assets, Sage MAS 200
3:30 p.m. – 5:00 p.m. MAS19 Mastering Essentials
Enterprise Suite (Hands-On) ERP, Sage MAS 90 ERP, SageCRM
Administering and
3:30 p.m. – 5:00 p.m. ACP23-1 Sage Accpac: SageCRM Workflow Functionality Overview Sage Accpac, SageCRM
Sage SalesLogix Codeless Customizations for the Non-Developer
3:30 p.m. – 5:00 p.m. CRM28 Becoming a Power User Sage SalesLogix
(Hands-On)
continued 27
and Sage SalesLogix

Administering and
8:30 a.m. – 9:30 a.m. CRM01 Ensuring a Successful LAN to Web Migration Sage SalesLogix
Sage SalesLogix, SageCRM, SageCRM.
8:30 a.m. – 9:30 a.m. CRM35 Industry Trends in Social CRM Business Building
com
8:30 a.m. – 9:30 a.m. CRM11 Integrating Sage MAS 500 With Sage SalesLogix Using ERP Link Exploring Integration Sage MAS 500 ERP, Sage SalesLogix
9:45 a.m. – 10:45 a.m. CRM05 Business 2010: An Interactive Townhall Discussion Business Building Sage SalesLogix
9:45 a.m. – 10:45 a.m. CRM15 Extending the SageCRM Solution: Popular Plug-Ins and Coding Mastering Essentials SageCRM, SageCRM.com
Preparing Your Sage SalesLogix v7.5.2 Implementation for Multiple Administering and
9:45 a.m. – 10:45 a.m. CRM34 Sage SalesLogix
Languages in Unicode Implementing Your System
Sage Accpac: Extended Enterprise Suite Customer Life Cycle-Sales and
9:45 a.m. – 10:45 a.m. ACP68 Becoming a Power User Sage Accpac, SageCRM, SageCRM.com
Marketing Automation
Enhance the Management of Your Business With Sage SalesLogix Visual
11:00 a.m. – 12:00 p.m. CRM07 Mastering Essentials Sage SalesLogix
Analyzer
Sage Accpac: Extended Enterprise Suite Customer Life Cycle-Customer Care
11:00 a.m. – 12:00 p.m. ACP67 Becoming a Power User Sage Accpac, SageCRM, SageCRM.com
and Critical Vendor
Administering and
11:00 a.m. – 12:30 p.m. CRM29-1 Fundamentals of .NET Programming Using C#—Part 1 (Hands-On) Sage SalesLogix
Administering and
2:15 p.m. – 3:15 p.m. CRM29-2 Fundamentals of .NET Programming Using C#—Part 2 (Hands-On) Sage SalesLogix
Gaining Cross Departmental Visibility With Sage SalesLogix and
2:15 p.m. – 3:15 p.m. MAS43 Exploring Integration Sage MAS 500 ERP, Sage SalesLogix
Sage MAS 500
Sage Accpac: Extended Enterprise Suite Customer Life Cycle-Cash Collection
and Operations Workflows
2:15 p.m. – 3:15 p.m. CRM08 Using Sage SalesLogix to Effectively Market in a Down Economy Mastering Essentials Sage SalesLogix
3:30 p.m. – 4:30 p.m. CRM09 Best Practices for Using Sales Functionality in Sage SalesLogix Mastering Essentials Sage SalesLogix
3:30 p.m. – 4:30 p.m. CRM02 Best Practices Using the Sage SalesLogix Disconnected Web Client Mastering Essentials Sage SalesLogix
Sage Accpac: Extended Enterprise Suite Customer Life Cycle-Order
Processing and Product/Service Delivery
Looking Ahead at
3:30 p.m. – 4:30 p.m. ACP07 Sage Accpac: What's New in SageCRM v6.2 Sage Accpac, SageCRM
Product Futures
3:30 p.m. – 4:30 p.m. CRM26 Using Social Media Within Sage SalesLogix to Drive Revenue Mastering Essentials Sage SalesLogix

REGISTER NOW!

Sage Accpac, Sage MAS 200 ERP,
Crystal Reports and Xcelsius Software Empower Users to Make Informed
8:30 a.m. – 9:30 a.m. MAS69 Exploring Integration Sage MAS 500 ERP, Sage MAS 90 ERP,
Decisions
Sage SalesLogix
Mashups to Pull Data From Sage SalesLogix Internal and External Data Administering and
Sources (Hands-On) Implementing Your System
Sage Accpac: Codeless Customization Techniques in SageCRM That Make Administering and
8:30 a.m. – 9:30 a.m. ACP24 Sage Accpac, SageCRM
You Look Like a Genius Implementing Your System
Looking Ahead at
8:30 a.m. – 9:30 a.m. CRM14 Sage SalesLogix Feature Prioritization and Feedback Sage SalesLogix
Product Futures
8:30 a.m. – 9:30 a.m. CRM32 SageCRM Tips and Tricks Mastering Essentials SageCRM, SageCRM.com
9:45 a.m. – 10:45 a.m. CRM36 Getting the Most From Your Sage SalesLogix Maintenance and Support Plan Mastering Essentials Sage SalesLogix
LAN to Web Migration—Hands-On With Sage SalesLogix PSG and Administering and
Development Implementing Your System
Sage Accpac: An In-Depth Look at Views, Reports, Groups, and Security in
SageCRM
11:00 a.m. – 12:00 p.m. CRM31 Tips and Tricks for Sage SalesLogix v7.5 Support Mastering Essentials Sage SalesLogix
29
Session Descriptions
Listed Alphabetically by Session Code
ACP01 – Introduction to Sage Accpac seamlessly, and confidently. In this session, we will discuss the benefits of
Monday, 3:30 p.m. – 4:30 p.m. automating the payment process and how you can ensure that you are
PA-DSS compliant. We will also review the merchant services offered by
Have you outgrown your current Sage solution? Do you have MORE Sage Payment Services. Don’t miss this opportunity to learn how
customers, MORE employees, MORE data, MORE automation you can save time and money with every credit card order placed by
requirements, or do you need multinational functionality to support your your customers.
growing business? Then you need to join this session to learn MORE
about how Sage Accpac can solve your business challenges! You will see Looking Ahead at Product Futures | Sage Accpac
how Sage Accpac provides one unified solution—enabling more efficient
processing, more productive people, management of your entire customer ACP05 – Sage Accpac: Executive Roundtable—Get Your Voice
lifecycle, and the ability to gain real insight into the business. Plus, it is built Heard
on a solid foundation that you can be assured will grow with your business Thursday, 11:00 a.m. – 12:30 p.m.
and meet your needs for years to come.
Please join our Executive team for a “town hall” style discussion about the
What’s New and Product Intro | Sage Accpac Sage Accpac product line. This is your chance to provide us with your
feedback on the product roadmap, discuss product issues, and make
ACP02 – Sage Accpac: Product Roadmap and Keynote— suggestions on how Sage Accpac can be improved. Ensure your voice
A Look Ahead is heard and that Sage Accpac continues to meet your needs for years
Tuesday, 11:00 a.m. – 12:30 p.m. to come.
Be the first to know what’s coming from the Sage Accpac team in 2009 Looking Ahead at Product Futures | Sage Accpac
and beyond. In this session our executive team will provide you with
vital information that will help you to plan for the future of your business. ACP06 – Sage Accpac: Save Money and Time by Bringing Your
We will also share the customer research data that is used by product Payroll Processing In-House
management to determine our product strategy and roadmap. Then we Thursday, 9:45 a.m. – 10:45 a.m.
will present details on upcoming product releases, including Sage Accpac
v5.6, Sage Accpac Intelligence, and Sage Accpac v6 the next major In this session, we will focus on the Sage Accpac Payroll module and
releases that will deliver “next generation” Web capabilities. Join us to learn how this powerful module can save you time and money while providing
about the exciting future of the Sage Accpac solution. comprehensive payroll processing. Join us to learn how bringing your
payroll processing in-house can streamline the payroll process and
Looking Ahead at Product Futures | Sage Accpac simplify employee management. You will find out how easy it can be to
process payroll, including EFT payments and comprehensive earning
ACP03 – What’s New in Sage Accpac and deduction rule setup, with cost center overrides and sophisticated
Monday, 3:30 p.m. – 4:30 p.m. overtime calculation. You will also discover the benefits of direct integration
with other Sage Accpac products and how this can save you time and
Learn what is new in Sage Accpac. This session will provide you with vital provide timely, in-depth reporting. Simplify payroll management, and
information that will help you to plan for Sage Accpac upgrades. In this recognize a great return on investment for processing employee pay.
session, we will present details on upcoming product releases, including
Sage Accpac v5.6, Sage Accpac Intelligence, and Sage Accpac v6—the Mastering Essentials | Sage Accpac
next major releases that will deliver “next generation” Web capabilities. Join
us to learn about the exciting future of the Sage Accpac solution. ACP0 7 – Sage Accpac: What’s New in SageCRM v6.2
What’s New and Product Intro | Sage Accpac Wednesday, 3:30 p.m. – 4:30 p.m.
Join us to learn about the latest version of SageCRM and the integration to
ACP04 – Sage Accpac: Automating Your Payment and Credit Sage Accpac. We will take an in-depth look at version 6.2 and review the
Card Processing new product features, including the improvements to the integration with
Tuesday, 2:15 p.m. – 3:15 p.m. Sage Accpac v5.6. You will also have the opportunity to provide feedback
directly to the Product Management team for future SageCRM releases.
Join this session to learn more about Sage Accpac Payment Processing
and Sage Payment Services. Sage Accpac Payment Processing is a Looking Ahead at Product Futures | Sage Accpac, SageCRM
powerful, easy-to-use, electronic payment processing module that lets
you process credit card and e-check payments on your orders easily,

ACP01 – ACP16
REGISTER NOW!
ACP10 – Sage Accpac: Crystal Reports Intermediate We will also look at multiple field linking, the use of arrays, defining local
(Hands-On Lab) and shared variables, and conditional formulas. A complete workbook
Wednesday, 11:00 a.m. – 12:30 p.m. will be provided covering all the areas in detail, so we can proceed to
those sections that are of interest to the class, and you can continue your
Take the next step in creating Crystal Reports that are tailored to your learning back at the office.
needs. Join us for this hands-on lab session designed for those who have
created Crystal Reports but need more assistance to proceed to the Report Writing Essentials | Sage Accpac
next level. We will focus on using parameters, formula creation (including
conditional formulas), grouping data, filtering data to only show specific ACP13 – Sage Accpac: Work Smarter Every Day Becoming a
values, graphing, formatting sections, and conditional formatting. A Power Excel User
complete workbook will be provided covering all the areas in detail, so we Thursday, 9:45 a.m. – 10:45 a.m.
can proceed to those sections that are of most interest to the class, and
you can continue your learning back at the office. Learn how you can take every day Microsoft Excel to the next level Excel
on Steroids! In this information-packed session, we will discuss how to use
Report Writing Essentials | Sage Accpac formulas, functions, data lists, macros, PivotTables, and Pivot Charts. You
will never look at Excel quite the same again!
ACP11-1 – Sage Accpac: Crystal Reports Beginner—
Part 1 (Hands-On Lab) Becoming a Power User | Sage Accpac
Tuesday, 8:30 a.m. – 9:30 a.m.

ACP14 – Sage Accpac: What’s New in v5.6—An In-Depth
Are you new to creating Crystal Reports with Sage Accpac? Then get Look at Bank Services (Hands-On Lab)
ready to learn, as this session is designed as a hands-on approach to learn Tuesday, 2:15 p.m. – 3:15 p.m.
Crystal Reports fundamentals. We will focus on several areas, starting with
how to create a new report using the report creation wizard. Other topics Quickly assessing cash position is important as you strive to improve
include understanding the database tables and fields, properly linking financial performance. Sage Accpac Bank Services makes it easy to
database tables and fields together, formatting as well as grouping, and determine your cash position and reconcile your books. This hands-
sorting. We will also cover the different report sections, selection criteria, on session is designed for both experts and newcomers to the Bank
and basic formulas. A complete workbook will be provided covering all the Services module. We will cover the fundamentals and new functionality
areas in detail, so we can proceed to those sections that are of interest to of Bank Services, including simplified bank reconciliation, bank entries
the class, and you can continue your learning back at the office. This is processing, transaction history inquiry, and the improved reversal process.
part one of a two-part session. In the provided computer lab, we will walk through entering transactions,
reversing transactions, and performing bank reconciliations. Don’t miss this
Report Writing Essentials | Sage Accpac opportunity to discover how to successfully implement the Bank Services
module to save you time, while getting the insight you need for strategic
ACP11-2 – Sage Accpac: Crystal Reports Beginner— decision making.
Part 2 (Hands-On Lab)
Looking Ahead at Product Futures | Sage Accpac
Tuesday, 9:45 a.m. – 10:45 a.m.
Are you new to creating Crystal Reports with Sage Accpac? Then get ACP15 – Sage Accpac: Insight Report Writing—
ready to learn, as this session is designed as a hands-on approach to learn Intermediate to Advanced (Hands-On Lab)
Crystal Reports fundamentals. We will focus on several areas, starting with Thursday, 9:45 a.m. – 10:45 a.m.
how to create a new report using the report creation wizard. Other topics
include understanding the database tables and fields, properly linking Want to design reports in Sage Accpac Insight, but don’t know where
database tables and fields together, formatting as well as grouping, and to begin? You have found the right session! Join us in the computer lab,
sorting. We will also cover the different report sections, selection criteria, and learn the basics of report design in a hands-on environment. We will
and basic formulas. A complete workbook will be provided covering all the cover such topics as designing reports from scratch and tailoring the many
areas in detail, so we can proceed to those sections that are of interest to existing reports in Sage Accpac Insight to meet your unique requirements.
the class, and you can continue your learning back at the office. This is Start maximizing your Business Intelligence by utilizing this powerful
part two of back-to-back sessions. reporting tool.
Report Writing Essentials | Sage Accpac Report Writing Essentials | Sage Accpac
ACP12 – Sage Accpac: Crystal Reports Advanced ACP16 – Sage Accpac: Simplify Multiple Company Management
(Hands-On Lab) With Intercompany and Consolidations
Wednesday, 2:15 p.m. – 3:15 p.m. Wednesday, 9:45 a.m. – 10:45 a.m.
This hands-on session is designed for more advanced Crystal Reports Multi-company financial reporting and transaction processing is
users who are ready to learn some additional processes and procedures a requirement of many businesses. The G/L Consolidations and
that are required when working with Sage Accpac data. Bring your laptop Intercompany Transactions modules help to automate these processes,
to delve into advanced topics like working with sub-reports, including how saving you hours each month. Come to this session to learn how these
to transfer numeric values from sub-reports to main reports so they can be modules make it easier to enter transactions between several companies
used in a calculation on the main report. In addition, you will learn how to and also how to report on them. This is a must-attend for all Sage Accpac
suppress sub-report sections from printing when there is no data to print. customers working with multiple company databases!
Administering and Implementing Your System | Sage Accpac
31
ACP17 – Sage Accpac: Recommended Processing and Best
Practices in Core Financial Modules
the Outlook Integration and Advanced E-Mail Management, as well as the
knowledge of what, where, and how all the configurations and settings for
Tuesday, 3:30 p.m. – 5:00 p.m. Advanced E-Mail Management can be used at a customer site. Don’t miss
the opportunity to learn how to put this powerful functionality to work in
Are you new to Sage Accpac or simply looking to learn more about system your business.
options, recommended processing, and best practices? Then this is the
session for you! Sage Accpac is a sophisticated solution made up of many Becoming a Power User | Sage Accpac, SageCRM
configurable options that will change the way the product operates. You
will learn about key options and functionality in our core financial modules ACP22 – Sage Accpac: Going Mobile—Ensure Your Sales Force
(Accounts Receivable, Accounts Payable, and General Ledger) that Road Warriors Stay Productive On-the-Go With SageCRM
help you take better care of customers, build stronger relationships with Tuesday, 8:30 a.m. – 9:30 a.m.
vendors, and give you the financial information you need to make better
decisions. In addition, we’ll discuss best practices to help you reconcile The benefits of real-time access to your CRM solution are numerous and
subledger accounts to the General Ledger. Ensure that you are maximizing can have a positive impact on your business performance and profits.
the value of automating processes and getting your work done in the most Join us in this session to learn how placing customer information at the
efficient way possible. fingertips of mobile professionals ensures they always have the most
up-to-date information. With online access, users such as field sales
Mastering Essentials | Sage Accpac representatives can stay connected for real-time access with a full range
of functions accessible, enabling staff to view reports and update contacts
ACP18 – Sage Accpac: Maintaining Budgets—Importing/ and sales opportunities. They also can continue to qualify leads, track
Exporting Tips for Success customer issues, and manage tasks and calendars. Mobilization simply
Tuesday, 9:45 a.m. – 10:45 a.m. makes you more productive, increasing effectiveness while reducing costs.
Then the second portion of the presentation will focus on how to configure
Budgeting has become more important than ever for most businesses, a blackberry device to work with the SageCRM Mobility functionality. All
but maintaining them often becomes a burden. This session will show attendees will leave with a link to an actual whitepaper with step-by-step
you how to more fully utilize the Budget Maintenance functionality in Sage instructions on how to make SageCRM work with a Mobile Device.
Accpac, as well as the built-in macro, to help you create and maintain your
budget. And for those of you still keying in the budget after it has been Becoming a Power User | Sage Accpac, SageCRM
finalized, we’ll show you how to easily import the budget into Sage Accpac
without additional data entry! ACP23 – Sage Accpac: SageCRM Workflow
Functionality Overview
Becoming a Power User | Sage Accpac
Tuesday, 3:30 p.m. – 5:00 p.m.
ACP20 – Sage Accpac doc-link(TM) Document Imaging & This session will focus on SageCRM’s most powerful feature Workflow, or
Workflow Solutions as it is known in the industry—Process Automation. Join us to learn more
Tuesday, 9:45 a.m. – 10:45 a.m. on the capabilities and functionality that are possible with SageCRM’s
Workflow engine. We will take a look at various sample workflows that
Integrated to the Sage suite of products, Sage Accpac doc-link(tm) have been built to meet specific business requirements. The workflows
document management solutions electronically captures, workflows, presented here will be provided as components for download via links
routes, and archives business documents and reports to reduce handling provided during the actual session. This session is designed as an
costs and improve communication. Combining best practices, state-of- introduction for any member of a SageCRM customer’s staff who wants
the-art technology, and sound implementation methods into an affordable to have a solid understanding of the capabilities and functionality of
package has made doc-link the document management choice among SageCRM’s Workflow engine.
Sage software users, and the exclusive Endorsed Solution selected and
marketed by Sage. Attend our session and learn how you can reduce Administering and Implementing Your System | Sage Accpac, SageCRM
costs, enhance productivity and ensure business continuity with Sage
Accpac doc-link! Real world case studies will also be highlighted to ACP24 – Sage Accpac: Codeless Customization Techniques in
illustrate the breadth of Sage Accpac doc-link’s capabilities and its ROI. SageCRM That Make You Look Like a Genius
Sage Accpac Thursday, 8:30 a.m. – 9:30 a.m.

SageCRM v6.2 has dozens of codeless customization features that allow
ACP21 – Sage Accpac: Extended Enterprise Suite—SageCRM you to move beyond just satisfying your business users. Instead, they will
Advanced E-Mail Management and Outlook Integration think you’re a genius! The features are all straight-forward and available for
Tuesday, 11:00 a.m. – 12:30 p.m. System Administrators to use just by checking a few boxes or selecting an
item from a list. This session is all about how you can get the most out of
Attend this session to discover the keys to SageCRM’s Advanced E-Mail SageCRM v6.2 without needing to write a line of code, and it is perfect for
Management and Outlook Integration. During this demonstration, we will System Administrators.
present the new features of the SageCRM v6.2 Outlook Integration. In
addition to the new features, we will also demonstrate how the Outlook Administering and Implementing Your System | Sage Accpac, SageCRM
Integration works hand-in-hand with SageCRM’s Advanced E-Mail
Management. You will leave with access to a document on how to set up

ACP17 – ACP32
REGISTER NOW!
ACP25 – Sage Accpac: An In-Depth Look at Views, Reports, ACP29 – Sage Accpac: Recommended Processing and Best
Groups, and Security in SageCRM Practices in the Operations Modules
Thursday, 9:45 a.m. – 10:45 a.m. Tuesday, 8:30 a.m. – 9:30 a.m.
SageCRM v6.2 has a very powerful security mechanism that ensures Are you new to Sage Accpac or simply looking to learn more about system
that only authorized users can access critical information. This session will options, recommended processing, and best practices? Then this is the
take System Administrators through the process utilized by SageCRM to session for you! Sage Accpac is a sophisticated solution made up of many
dynamically alter the SQL sent to the database engine to ensure the security configurable options that will change the way the product operates. You
rules are applied. Understanding this process will allow you to proactively will learn about key options and functionality in our operations modules
avoid typical errors when creating new views. You will also discover how (Project Management, Payroll, CRM) that will help you ensure that you are
views allow a System Administrator to display new derived data in lists and maximizing the value of automating processes and getting your work done
reports. You will not want to miss this opportunity to discover insider tips in the most efficient way possible.
and tricks to applying this powerful technology to your solution.
Mastering Essentials | Sage Accpac
Becoming a Power User | Sage Accpac, SageCRM
ACP30 – Sage Accpac: Financial Reporter Beginner to
ACP26 – Sage Accpac: The Import/Export Survival Guide Intermediate Statement Design (Hands-On)
(Hands-On Lab) Thursday, 8:30 a.m. – 9:30 a.m.
Tuesday, 3:30 p.m. – 5:00 p.m.
Empower your company with the information you need to better manage
Knowing how to get your data into and out of Sage Accpac by import/ your businesses utilizing the General Ledger Financial Reporter utility. Learn
export can save you time and energy! Join us for this hands-on session, how to design highly customized and professional financial statements
and learn everything you need to know about how to import and export using Sage Accpac data in Microsoft Excel with this out-of-the-box utility.
“the right way” with Sage Accpac. Learn basic techniques for import/ You will create basic to intermediate financial reports that include selection
export, Excel functions and formulas that can help with data preparation criteria and filters, year-over-year analyses, and balance and net change
and manipulation, and how to create templates that can become feeder figures. You will also discover new ways of accessing G/L information,
files for taking transactions into Sage Accpac. Discover how to import add drilldown capabilities to basic financial statements, and learn how and
files that are in other formats as well (such as XML) allowing you to build when to use the standard shipped reports that come with Sage Accpac.
integration between Sage Accpac and external applications. Don’t miss Don’t miss the opportunity to learn how to create quick and easy custom
this opportunity to learn how you can save time and money on the data financial statements directly in Microsoft Excel. This is a hands-on session.
manipulation services you require.
Report Writing Essentials | Sage Accpac
ACP31 – Sage Accpac: Best Practices for Managing Month-End
ACP27 – Sage Accpac: Crossing Borders—Simplifying Multi- and Year-End Processing
Currency and International Processing Tuesday, 2:15 p.m. – 3:15 p.m.
Wednesday, 3:30 p.m. – 4:30 p.m.
Reconciling and closing your books at the end of the month or year can
Are you making the most of Sage Accpac’s international features to better be extremely time intensive if you don’t have the right procedures in place.
manage your business in the global economy? Join us for this informative Join this session to learn best practices for reconciling inventory, accounts
session where we will discuss everything you need to know about Sage receivable, accounts payable, and the general ledger to get your books
Accpac meeting the needs of your international business. We will discuss closed accurately and timely every month. Also, learn how easy it is to
multicurrency features and how to import exchange rates, manage the close out your year in Sage Accpac. Take the headaches and frustration
currency translation process, and deal with sales tax issues on a regional out of your month- and year-ends by learning best practices in this session.
level, as well as how to implement language overlays. Find out how you
can turn your Sage Accpac into a global solution for your business. Mastering Essentials | Sage Accpac
Becoming a Power User | Sage Accpac ACP32 – Sage Accpac: Financial Reporter Advanced to
Expert Statement Design (Hands-On Lab)
ACP28 – Sage Accpac: Financial Reporting and Business Thursday, 11:00 a.m. – 12:30 p.m.
Intelligence Product Shoot-Out
Wednesday, 11:00 a.m. – 12:00 p.m. This Advanced session will transform you from a financial statement
designer expert to a Sage Accpac General Ledger Financial Reporter
Let the battle begin! Attend this session to watch three power-houses (FR) SUPERSTAR! Learn how to use the FR utility to take basic financial
go head-to-head: Financial Reporter vs. Sage Accpac Insight vs. Sage statements to a higher level, incorporating optional fields, defining complex
Accpac Intelligence. The battlefield will be fair, as presenters will present criteria, and designing column-based reports. You will discover solutions to
similar reports and discuss how each was created, giving you the more complicated FR issues, like how to create formulas for rolling period
information to more fully understand each product’s capabilities, strengths, dates and how to work with new Excel 2007 features that can help with
and benefits. This session will be extremely informative, and a little consolidations, graphs, and conditional formatting. We will also discuss
entertaining, as it provides a clear comparison of these amazing Business the concept of building simple dashboards and more complex report
Intelligence Solutions. packages that will have your boss in awe of your financial report design
prowess. This is a hands-on session.
33
ACP33 – Sage Accpac: Intelligence Hands-On Lab
(Intermediate to Advanced)
ACP37 – Upgrading to Sage Accpac v5.6: Planning for a
Successful Deployment
Wednesday, 9:45 a.m. – 10:45 a.m.
Tuesday, 2:15 p.m. – 3:15 p.m.
Are you ready for Sage Accpac Intelligence? As part of the Sage Accpac
What pre-upgrade preparation do you need? How should you prepare
v5.6 release, you will have a one-user license to this powerful ad-hoc
your environment? What’s the most effective way to perform the upgrade?
Excel-based reporting tool. In this session, you will go beyond the basics,
What needs to be done after the upgrade? So many questions! Join this
using both Excel functionality and Sage Accpac Intelligence to access
session to get the answers to these and many other questions. We will
information like never before! Learn how to access multiple companies,
review the steps for a successful upgrade to v5.6, including reviewing
perform OLAP analysis, and much more as we flip the lid on Sage Accpac
custom applications, reports, and macros. You will learn the “gotchas” that
Intelligence and show you how it can take your business reporting to a
our Support Team handles to proactively avoid the same challenges. Even
whole new level. This is a hands-on session.
if you’re an “Upgrade Expert”, you will gain valuable information to help you
Report Writing Essentials | Sage Accpac take your business to the most current version of Sage Accpac.
ACP34 – Sage Accpac Intelligence Hands-On Lab
(Beginner)
ACP38 – Sage Accpac: Making the Move to a Microsoft SQL
Wednesday, 8:30 a.m. – 9:30 a.m. Database
Are you ready for Sage Accpac Intelligence? As part of the Sage Accpac Wednesday, 11:00 a.m. – 12:30 p.m.
v5.6 release, you will have a one-user license to this powerful ad-hoc
Are you ready to move up to a more feature-rich, robust database
Excel-based reporting tool. In this session, you will learn how to launch
platform? Join this session to get SQL Server migration information that
this product and work with the predefined reports in Excel. You will also
will help you evaluate your decision, and discover SQL Server migration
learn how to create basic reports and pull information from multiple Sage
tools that will help simplify the process. There are many business and
Accpac modules into Excel, as well as work with Excel functionality to
technological reasons for making the move to SQL Server! SQL Server can
enhance reports. Sage Accpac Intelligence provides the Excel reporting
boost performance by 30% in certain instances, deliver a better database
functionality you need to analyze and crunch your Sage Accpac numbers
management structure, and bolster infrastructure security. We will discuss
to help you run your business as efficiently and profitably as possible. This
the planning process, data migration, and benefits of making the move.
is a hands-on session.
ACP39 – Sage Accpac: Optimize, Utilize, and Accelerate
ACP35 – Sage Accpac: Solve Your Printing Challenges Using
Pervasive.SQL
Wellspring’s PrintBoss
Tuesday, 8:30 a.m. – 9:30 a.m.
Attend this session to get expert tips and tricks on administering your
Free money! PrintBoss allows you to quickly recognize a return on
Pervasive.SQL database engine. You will learn to configure your network
investment as it directly addresses your business challenges. Join this
environment for both Sage Accpac and Pervasive.SQL and enhance the
session to learn how to print to multiple printers, print based on the
performance of your accounting system. Topics ranging from securing
amount of the document, print barcodes, print OMB characters onto your
your database from unauthorized personnel to database performance
documents, and print page numbers. You will also learn how to create
optimization to reporting on Pervasive.SQL data using external tools will
a Positive Pay File, route documents to different printers based on the
all be discussed. Don’t miss this great opportunity to learn how to get the
products on the invoice, route documents to an Outlook distribution list,
most out of your Pervasive.SQL database engine.
and automatically create an archive copy. Don’t miss this opportunity to
learn how to put this functionality to work for your business! Administering and Implementing Your System | Sage Accpac
Business Building | Sage Accpac
ACP40 – Sage Accpac: Implementing Optional Fields
(Hands-On)
ACP36 – Sage Accpac: Drive Down Costs With Warehouse
Efficiency Utilizing Accellos One Tuesday, 11:00 a.m. – 12:30 p.m.
Wednesday, 9:45 a.m. – 10:45 a.m. Do you have the need to track information in the Sage Accpac database,
but the fields necessary are either being used for other purposes or are
In troubled economic times, companies are hesitant to make investments
non-existent? In this informative and hands-on session, you will learn
that have uncertain return on investment. They’re looking for opportunities
to create the needed fields to capture the required data, as well as how
to drive down their costs and increase their customer service levels. With
that data can be passed to the appropriate modules for further analysis.
solutions that drive accuracy and efficiency in the warehouse, that reduce
In addition, you will learn how that data can be listed and analyzed in
transportation costs by optimizing delivery routes, and that increase
Financial Reporter.
utilization of inventory and warehouse space, Accellos One can show rapid
return on investment. Don’t miss this opportunity to learn more about how Becoming a Power User | Sage Accpac
you can save time and money -- boosting your bottom line.
Business Building | Sage Accpac

ACP33 – ACP51
REGISTER NOW!
ACP41 – Sage Accpac: Recommended Processing and Best ACP45 – Sage Accpac: Understanding “Out-of-the-Box” Reports
Practices in the Distribution Modules to Minimize Expensive Customizations
Wednesday, 2:15 p.m. – 3:15 p.m. Wednesday, 8:30 a.m. – 9:30 a.m.
Are you new to Sage Accpac or simply looking to learn more about Sage Accpac provides several hundred out-of-the-box standard reports!
system options, recommended processing, and best practices? If so, then This session will provide an overview of the most utilized reports and
this session is for you! Sage Accpac is a sophisticated solution made up explore optional settings that provide additional information. With a
of many configurable modules and options that can change the way the comprehensive understanding of standard reports, you can reassess your
product operates. You will learn about key options and functionality in our information requirements and minimize extensive custom reporting. Many
distribution modules (Purchase Order, Sales Order, Inventory Control) that reports can be quickly modified to meet your unique requirements without
will help you meet customer demands without incurring additional carrying the overhead of a completely new custom report. Ensure you are getting
costs. Ensure that you are maximizing the value of automating processes the information you need to make quick and accurate business decisions
and getting your work done in the most efficient way possible. in the most cost-effective way.
Mastering Essentials | Sage Accpac Becoming a Power User | Sage Accpac
ACP42 – Sage Accpac: Technical Tips and Tricks ACP46 – Sage Active Planner for Accpac: An advanced
Thursday, 8:30 a.m. – 9:30 a.m. budgeting solution for advanced planning needs
Thursday, 9:45 a.m. – 10:45 a.m.
Learn the insider tips and tricks that can help you get the most out of
your Sage Accpac solution. Join us in this session where we will provide Sage Active Planner goes beyond any solutions previously available to our
you with details and best practices on managing your procedures within Accpac clients, to provide a new, proven, flexible, scalable and powerful
Sage Accpac. We will also go over many helpful techniques that will help planning and budgeting solution to help you accomplish your strategic
you overcome many common challenges. You will not want to miss this goals. Spreadsheets and other manual methods are time consuming
opportunity to get behind the scenes with our experts. and can not adjust rapidly or provide the controls and flexibility needed to
gain control of the all important corporate budgeting process. With Sage
Becoming a Power User | Sage Accpac Active Planner you can not only automate your budgeting process to save
significant and valuable time, but you can improve the accuracy of your
ACP43 – Sage Accpac: Understanding the Table Structure and plan and more efficiently analyze the information contained within it. During
Data Access Methods this session, the unique strengths and flexibility inherent with Sage Active
Tuesday, 11:00 a.m. – 12:30 p.m. Planner will be reviewed along with how leverages ODBC capabilities to
bring together data from across your organization and provides a complete
There are hundreds of tables and thousands of fields in Sage Accpac budgeting and planning environment.
to ensure comprehensive tracking of your critical business information.
However, determining which tables, fields, and functions do what can Mastering Essentials | Sage Accpac
be frustrating! Join us in this session to learn how to utilize the documents
and tools available that describe the database tables and fields for use ACP47 – Are you ready to move to IFRS? Discuss
in custom reports, applications, and macros. We will also discuss how compliance issues.
to utilize some common data access tools to glean information from Monday, 2:00 p.m. – 3:00 p.m.
Sage Accpac.
Sage Accpac
ACP48 – Best Practices utilizing Sage Accpac: What
ACP44 – Sage Accpac: What’s New—Increase Your Do You Recommend?
Accuracy With New Serialized Inventory and Lot
Tracking (Hands-On) Monday, 2:00 p.m. – 3:00 p.m.
Wednesday, 3:30 p.m. – 4:30 p.m. Sage Accpac
Inventory Control in Sage Accpac v5.6 will have Serialized Inventory and
Lot Tracking enhancements that will knock your socks off! Integrated ACP49 – Business Intelligence: How are you putting it
throughout the Operations Suite (Inventory Control, Order Entry, and to work in your business?
Purchase Orders) the best functionality of previous versions has been Monday, 2:00 p.m. – 3:00 p.m.
combined with many exciting new features. New serial and lot costing
Sage Accpac, SageCRM, SageCRM.com
methods, as well as flexible mask structures are just a few of the
improvements. During this session, you’ll see the new setup configuration
and get a detailed demonstration of transactions, inquiry, and reporting ACP50 – Automating Manual Processes with
functions. Join us in our provided computer lap to get hands-on, and see Sage Accpac
how you can improve inventory management to help cut costs and meet Monday, 2:00 p.m. – 3:00 p.m.
your compliance requirements.
Looking Ahead at Product Futures | Sage Accpac
ACP51 – Going Green! Paperless with Sage Accpac
Monday, 2:00 p.m. – 3:00 p.m.
Sage Accpac
35
ACP52 – Let’s talk about Sage Accpac - What’s
Not Working? Business Challenges do you Need
ACP63 – Sage Accpac: Get the Most Out of Your Investment
Wednesday, 8:30 a.m. – 9:30 a.m.
to Solve
Monday, 2:00 p.m. – 3:00 p.m. We realize the challenges that come with running a small or mid-sized
business. When you run into obstacles, or if you just need to find a better
Sage Accpac, SageCRM, SageCRM.com way, we can help. In this session, you will learn how you can truly leverage
the Sage Accpac Knowledgebase to find the answers you need fast,
ACP53 – Let’s talk about Sage Accpac - What’s create cases over the Web, or place an enhancement request. You will
Not Working? Business Challenges do you Need also learn how to install the latest service packs and utilities that keep Sage
to Solve Accpac running at peak performance. If training is what you need, Sage
University may be your solution. Join us and ensure you are getting the
Monday, 3:30 p.m. – 4:30 p.m.
most out of your Sage Accpac investment for years to come.
Mastering Essentials | Sage Accpac
ACP54 – Warehouse and Distribution Management
ACP65 – Sage Accpac: Extended Enterprise Suite Customer Life
with Sage Accpac
Cycle-Order Processing and Product/Service Delivery
Monday, 3:30 p.m. – 4:30 p.m.
The Customer Life Cycle (CLC) series of sessions will focus on human
interaction with technology and how to use improved processes to
ACP55 – Customization/Tailoring Sage Accpac to enhance productivity using the fully-integrated Sage Accpac Extended
Meet Your Business Needs Enterprise suite. We will discuss a paradigm shift that will help you take
Monday, 3:30 p.m. – 4:30 p.m. full advantage of all interactions throughout the customer’s life cycle, as
well as how it will create more profitable relationships. In this session, we
will focus on Order Processing and Product/Service Delivery options.
What interactions are important during the Order Processing and Product/
ACP56 – Smooth Upgrades & Service Pack Installations Service Delivery processes? How can you improve processes, better
in Sage Accpac understand customers, and generate opportunities? Join this session to
Monday, 3:30 p.m. – 4:30 p.m. better understand how process, technology, and the human experience
can be enhanced by creating an excellent customer experience helping
people be more productive and your organization more profitable.
ACP57 – Troubleshooting Sage Accpac - How do you Becoming a Power User | Sage Accpac, SageCRM, SageCRM.com
Save Time and Solve Problems Quickly?
Monday, 3:30 p.m. – 4:30 p.m. ACP66 – Sage Accpac: Extended Enterprise Suite Customer Life
Cycle-Cash Collection and Operations Workflows
ACP58 – Managing Multiple Companies in Sage Accpac The Customer Life Cycle (CLC) series of sessions will focus on human
Monday, 3:30 p.m. – 4:30 p.m. interaction with technology and how to use improved processes to
enhance productivity using the fully-integrated Sage Accpac Extended
Sage Accpac, SageCRM, SageCRM.com Enterprise Suite. We will discuss a paradigm shift that will help you take
full advantage of all interactions throughout the customer’s life cycle, as
ACP59 – Sage Accpac: Working Together to Lower Total Cost of well as how it will create more profitable relationships. In this session, we
Ownership Roundtable will discuss how improving cash flow is a challenge for every business
Wednesday, 8:30 a.m. – 9:30 a.m. in this economy. You will not want to miss this opportunity to learn more
about how the new cash collection and operational workflow can help you
The current business climate and renewed emphasis on corporate strategically drive receivables. Better understand how process, technology,
accountability are driving the need to look more closely at costs associated and the human experience can be enhanced helping people be more
with technology investments. Businesses are more concerned with productive and your organization more profitable.
quantifying the Total Cost of Ownership (TCO) with the Total Value of
Ownership (TVO) than ever before! Come learn how to complete cost Becoming a Power User | Sage Accpac, SageCRM, SageCRM.com
analysis from all angles and determine cost efficiencies, as well as ROI
versus cost to maintain, upgrade, or replace. Join us in this session to ACP67 – Sage Accpac: Extended Enterprise Suite Customer Life
gain a deeper understanding of critical ownership metrics and why they Cycle-Customer Care and Critical Vendor
are critical to you and Sage. We’ll share direct feedback from your peers Wednesday, 11:00 a.m. – 12:00 p.m.
and open up the session for you to discuss how we can work together to
ensure the lowest TCO and highest TVO for your Sage Accpac solution. The Customer Life Cycle (CLC) series of sessions will focus on human
interaction with technology and how to use improved processes to
Mastering Essentials | Sage Accpac enhance productivity using the fully-integrated Sage Accpac Extended
Enterprise Suite. We will discuss a paradigm shift that will help you take full
advantage of all interactions throughout the customer’s life cycle, as well as
how it will create more profitable relationships. In this session, you will learn
more about how you can take better care of your customers and manage
critical vendors. Get a better understanding of how process, technology,

ACP52 – CRE01-3
REGISTER NOW!
and the human experience can be enhanced helping people be more happening. Take advantage of this opportunity to discuss with your peers
productive and your organization more profitable. the challenges of compliance and how they are addressing their concerns.
Get an understanding of the tools and techniques you can use with Sage
Becoming a Power User | Sage Accpac, SageCRM, SageCRM.com Accpac to take the “oh my” out of the compliance regulations and auditing
requirements you face today. This session will give you the knowledge you
ACP68 – Sage Accpac: Extended Enterprise Suite Customer Life need to raise the standards of corporate governance to satisfy customer
Cycle-Sales and Marketing Automation and shareholder expectations.
Wednesday, 9:45 a.m. – 10:45 a.m.
The Customer Life Cycle (CLC) series of sessions will focus on human
interaction with technology and how to use improved processes to CRE01-1 – Estimate Fundamentals (Part 1 of 4) Hands-On
enhance productivity using the fully-integrated Sage Accpac Extended Tuesday, 8:30 a.m. – 9:30 a.m.
Enterprise Suite. We will discuss a paradigm shift that will help you take full
advantage of all interactions throughout the customer’s life cycle, as well as Are you challenged with finding time to get your Estimating software up
how it will create more profitable relationships. In this session, you will learn and running? Are you so busy using your current bidding method that you
the ins and outs of sales marketing automation, including how salesforce haven’t been able to learn a new estimating system? Participate in this
automation, pipeline management, forecasting, and automation of process four-part, hands-on session series to learn how to perform quick item and
are the keys to successful sales activities, as well as details on utilizing assembly takeoffs, modify estimates, do graphical reporting, and manage
the Sage eMarketing add-on product. Get a better understanding of how your estimates. Take that next big step in getting Estimating off the shelf!
process, technology, and the human experience can be enhanced to help Note: Customers must register for all four sessions of this hands-on
people be more productive and your organization more profitable. multi-part series. These sessions are intended for Estimating Standard and
Estimating Extended customers and will not cover the Sage Master Builder
Becoming a Power User | Sage Accpac, SageCRM, SageCRM.com Basic Estimating module. We anticipate these hands-on sessions will fill up
quickly, so register early to ensure your spot.
ACP69 – Sage Accpac Extended Enterprise Suite: Going Beyond
Financial Management Mastering Essentials | Sage Timberline Office – Standard &
Extended Estimating
Tuesday, 9:45 a.m. – 10:45 a.m.
Sage Accpac provides you with a strong foundation for financial CRE01-2 – Estimate Fundamentals (Part 2 of 4) Hands-On
management. However, the Extended Enterprise Suite (EES) allows you to Tuesday, 9:45 a.m. – 10:45 a.m.
expand the use of Sage Accpac beyond your financial department. This
session will provide an introductory overview of Sage Accpac’s solutions Are you challenged with finding time to get your Estimating software up
for Customer and Vendor Relationship Management, Human Resource and running? Are you so busy using your current bidding method that you
Management, Operations, and Business Intelligence. Don’t miss this haven’t been able to learn a new estimating system? Participate in this
opportunity to learn how EES can be put to work in your business. four-part, hands-on session series to learn how to perform quick item and
assembly takeoffs, modify estimates, do graphical reporting, and manage
Mastering Essentials | Sage Accpac your estimates. Take that next big step in getting Estimating off the shelf!
Note: Customers must register for all four sessions of this hands-on
ACP70 – Sage Accpac: Introducing an Intelligent Tool for multi-part series. These sessions are intended for Estimating Standard and
Reporting and Analysis Estimating Extended customers and will not cover the Sage Master Builder
Tuesday, 3:30 p.m. – 4:30 p.m. Basic Estimating module. We anticipate these hands-on sessions will fill up
quickly, so register early to ensure your spot.
Get the information you need to make strategic business decisions out
of Sage Accpac quickly and easily! This session provides an overview of Mastering Essentials | Sage Timberline Office – Standard &
Sage Accpac Intelligence--a new product to get the information you need, Extended Estimating
when you need it, and in a format that allows for quick analysis. Best yet,
this new product is available for free with the v5.6 release coming your CRE01-3 – Estimate Fundamentals (Part 3 of 4) Hands-On
way soon. Empower your business with the ability to easily create reports Tuesday, 11:00 a.m. – 12:30 p.m.
from Sage Accpac and quickly analyze information, based on the familiar
Microsoft Excel application. You will learn how to rapidly create Financial Are you challenged with finding time to get your Estimating software up
Reports with minimal customization; analyze Sales, Inventory, Purchases, and running? Are you so busy using your current bidding method that you
& GL Trend, including drill down into detailed transactions; easily filter, sort, haven’t been able to learn a new estimating system? Participate in this
and format reports and create new reports; automate monthly managerial four-part, hands-on session series to learn how to perform quick item and
report distribution; and much more. Join us to learn how Sage Accpac assembly takeoffs, modify estimates, do graphical reporting, and manage
Intelligence will make it easy for you to get information out of your Sage your estimates. Take that next big step in getting Estimating off the shelf!
Accpac solution. Note: Customers must register for all four sessions of this multi-part series.
These sessions are intended for Estimating Standard and Estimating
Mastering Essentials | Sage Accpac Extended customers and will not cover the Sage Master Builder Basic
Estimating module. We anticipate these hands-on sessions will fill up
ACP71 – Sage Accpac: Security, Auditing, and quickly, so register early to ensure your spot.
Compliance—Oh My! - Roundtable
Mastering Essentials | Sage Timberline Office – Standard &
Thursday, 8:30 a.m. – 9:30 a.m.
Extended Estimating
With so much concern about data security, you need to know who is
doing what to mission-critical data, as well as when, where and how it is
37
Session
Tuesday, 2:15 p.m. –Descriptions
CRE01-4 – Estimate Fundamentals (Part 4 of 4) Hands-On
3:15 p.m.
e-Plan Takeoff interface so you can seamlessly interface On Center’s on-
screen takeoff product with Sage Estimating Solutions. Join us to see how
much time you can save.
Are you challenged with finding time to get your Estimating software up
and running? Are you so busy using your current bidding method that you Exploring Integration | Sage Timberline Office – Standard &
haven’t been able to learn a new estimating system? Participate in this Extended Estimating
four-part, hands-on session series to learn how to perform quick item and
assembly takeoffs, modify estimates, do graphical reporting, and manage CRE10-1 – Database Fundamentals: Create and Modify a
your estimates. Take that next big step in getting Estimating off the shelf! Database (Part 1 of 3) Hands-On
Note: Customers must register for all four sessions of this multi-part series. Wednesday, 8:30 a.m. – 9:30 a.m.
These sessions are intended for Estimating Standard and Estimating
Extended customers and will not cover the Sage Master Builder Basic Once you have Estimating Standard or Estimating Extended, you are
Estimating module. We anticipate these hands-on sessions will fill up ready to develop your strategy for building and maintaining a database.
quickly, so register early to ensure your spot. What coding scheme will you use? Will you use the Database Builder
Wizard to access an industry-specific template, or will you build your own
Mastering Essentials | Sage Timberline Office – Standard & database from scratch? In this session, you’ll learn about the database
Extended Estimating options available and how to decide which is best for your company.
Notes: Participants must register for all three parts of this three-part
CRE04 – Maintaining Your Estimating Standard and Extended session series. We anticipate that these hands-on sessions will fill up
Database Pricing quickly. Register early to ensure your spot. This session covers the Sage
Wednesday, 3:30 p.m. – 5:00 p.m. Timberline Office and Sage Master Builder Estimating Standard and
Extended software but does not cover the Sage Master Builder Basic
Is your Estimating Standard or Estimating Extended database sadly in Estimating module.
need of updating? Attend this session to learn about all the tools you
can use to keep your database current. You’ll learn how Pricer can help Mastering Essentials | Sage Timberline Office – Standard &
you import your data from an Excel spreadsheet. You can also update Extended Estimating
the database directly from an estimate to save the pricing and other
information you gathered in the field. If you use Buyout, you can use CRE10-2 – Database Fundamentals: Working With
Standard Pricing from that application to modify your Estimating database. Formulas and Assemblies (Part 2 of 3) Hands-On
Finally, Price Links and Price Codes make it simple to keep your database Wednesday, 9:45 a.m. – 10:45 a.m.
up-to-date in the future. In this session, you’ll see how your database can
grow with your business! Note: This session covers Estimating Standard Now that you know how to add phases and items to your database,
and Estimating Extended which now interface with Sage Master Builder; you’re ready to refine the database by creating formulas and assemblies
however, we will not cover the Sage Master Builder Basic Estimating that return exactly the right takeoff quantities, bill of materials, and order
database during this session. quantities. In this session, you’ll learn how to apply formulas to takeoff and
order quantities and create assemblies that allow you to take off several
Mastering Essentials | Sage Timberline Office – Standard & items at once. Notes: Participants must register for all three parts of this
Extended Estimating three-part session series. We anticipate that these hands-on sessions will
fill up quickly. Register early to ensure your spot. This session covers the
CRE07 – What is BIM, and How Can My Company Benefit Sage Timberline Office and Sage Master Builder Estimating Standard and
From It? Estimating Extended software but does not cover the Sage Master Builder
Tuesday, 8:30 a.m. – 9:30 a.m. Basic Estimating module.
According to a recent McGraw-Hill Construction SmartMarket Report, Mastering Essentials | Sage Timberline Office – Standard &
“2009 is the Year of the Contractor in BIM.” Building Information Modeling Extended Estimating
(BIM) allows your organization to respond to shortened project deadlines,
improves communication via 3D application modeling and leads to CRE10-3 – Database Fundamentals: Managing Your
capturing more, and more profitable projects. Join us for this session to Database (Part 3 of 3) Hands-On
learn foundational BIM principles - what it is and what it is NOT. Learn how Wednesday, 11:00 a.m. – 12:30 p.m.
Building Information Modeling impacts the Commercial Contractor, and
discover how you and your company might leverage this new movement Estimating databases are dynamic. Prices and productivities change, new
for profit. items are added, and updates happen regularly. Join us for this session
to learn about common maintenance tasks available to you through the
Exploring Integration | Sage Timberline Office – Standard & Estimating Standard and Estimating Extended applications and through
Extended Estimating Estimating Tools. Notes: Participants must register for all three parts of
this three-part session series. We anticipate that these hands-on sessions
CRE09 – Showcasing OnScreen Takeoff will fill up quickly. Register early to ensure your spot. This session covers
Wednesday, 9:45 a.m. – 10:45 a.m. the Sage Timberline Office and Sage Master Builder Estimating Standard
and Extended software but does not cover the Sage Master Builder Basic
Are you looking for an interface that would allow you to easily perform Estimating module.
dimensional takeoffs from electronic plans, and then easily transfer
the results to the Sage Estimating Standard or Estimating Extended Mastering Essentials | Sage Timberline Office – Standard &
applications? Attend this session, and learn how to take advantage of the Extended Estimating

CRE01-4 – CRE14
REGISTER NOW!
CRE11 – Using Work Breakdown Structures (WBS) to Organize quantities, so your reports show the information you need. We’ll also
Estimates and Reports create totals reports for estimates with subtotals or add-ons. Participants
Thursday, 9:45 a.m. – 10:45 a.m. must attend both parts of this two-part session. Participation is limited for
hands-on labs, so register early to ensure your spot. Note: This session
Having problems organizing your estimate, or do you need reports covers the Estimating Standard and Estimating Extended applications
with your estimate information organized in a unique manner? Work which were originally developed for Sage Timberline Office and now
Breakdown Structure (WBS) codes can be the answer. WBS codes can integrate with Sage Master Builder. It does not cover the Sage Master
be used to organize how information prints on reports, and they can give Builder Basic Estimating module.
you control over how costs are accumulated for spreadsheets. You can
take advantage of WBS codes in exporting data to accounting programs, Becoming a Power User | Sage Timberline Office – Standard &
customizing reports, and organizing your estimate. Note: This session Extended Estimating
covers the Estimating Extended application which was originally developed
for Sage Timberline Office and now integrates with Sage Master Builder. CRE12-3 – Crystal Reports for Estimating Standard
& Extended (Part 3) Optional Hands On Lab
Becoming a Power User | Sage Timberline Office – Standard &
Extended Estimating Wednesday, 11:00 a.m. – 12:30 p.m.
If you participated in the Crystal Reports for Estimating Standard &
CRE12 – Crystal Reports for Estimating Standard & Extended 2-part series, or if you simply want some dedicated lab time to
Extended (Part 3) Optional Hands On Lab work on Estimating Crystal Reports, join us for this hands-on session. You
Wednesday, 11:00 a.m. – 12:30 p.m. can finish up activities from earlier Estimating Crystal Reports sessions
or work on your own Estimating Crystal Reports projects with experts on
If you participated in the Crystal Reports for Estimating Standard & hand to help answer questions. Note: This session does not cover the
Extended 2-part series, or if you simply want some dedicated lab time to Sage Master Builder Basic Estimating module.
work on Estimating Crystal Reports, join us for this hands-on session. You
can finish up activities from earlier Estimating Crystal Reports sessions Report Writing Essentials | Sage Timberline Office, Reporting and Other
or work on your own Estimating Crystal Reports projects with experts on Tools, Sage Timberline Office – Standard & Extended Estimating
hand to help answer questions. Note: This session does not cover the
Sage Master Builder Basic Estimating module. CRE13 – Showcasing Sage Timberline Office and Sage Master
Builder Estimating Standard and Extended
Sage Timberline Office, Reporting and Other Tools | Sage Timberline
Office, Standard & Extended Estimating Tuesday, 11:00 a.m. – 12:30 p.m.
This showcase session is designed to provide Sage Master Builder
CRE12-1 – Crystal Reports for Estimating Standard and customers with a product overview of the Sage Estimating Standard and
Extended (Part 1 of 2) Estimating Extended applications. This premiere estimating software was
Wednesday, 8:30 a.m. – 9:30 a.m. originally developed for Sage Timberline Office but now integrates with
Sage Master Builder. We’ll highlight key features including item, assembly,
Do you need to design effective and professional estimating reports? model takeoff, spreadsheet manipulation, and reports. Participate in this
This session shows you how to connect to your Estimating database session to prepare for the “Sage Estimating Standard and Extended
and create detailed reports on your estimates. You’ll learn how to handle Integration With Sage Master Builder” session. Note: If you’re currently
exceptions such as WBS codes with no tags or WBS codes with overline using Sage Master Builder Basic Estimating and are interested in learning
quantities, so your reports show the information you need. We’ll also more about the Sage Estimating Standard and Estimating Extended
create totals reports for estimates with subtotals or add-ons. Customers applications, this is a wonderful opportunity to do so.
must register for both parts of this two-part session, and hands-on
sessions fill up quickly. Note: This session covers the Sage Estimating Exploring Integration | Sage Timberline Office – Standard &
Standard and Estimating Extended applications which were originally Extended Estimating
developed for Sage Timberline Office and are now integrated with Sage
Master Builder. It does not cover the Sage Master Builder Basic Estimating CRE14 – Mitigating Risk in Your Construction Business
module. Wednesday, 8:30 a.m. – 9:30 a.m.
Becoming a Power User | Sage Timberline Office – Standard & All it takes is one or two bad jobs to destroy years of profits. To prevent
Extended Estimating risks from sinking your business, you must identify, understand, and
quantify the risks that you face--financial, contractual, and operational.
CRE12-2 – Crystal Reports for Estimating Standard and Managing risk starts with the estimating process and runs through your
Extended (Part 2 of 2) Hands-On entire workflow, including the effects on your relationships with clients,
Wednesday, 9:45 a.m. – 10:45 a.m. subcontractors, and employees. This session will equip you with the
tools to manage risk by teaching you how to assess, measure, and
Do you need to design effective and professional estimating reports? mitigate risk and then be able to proceed on your jobs with confidence.
This session shows you how to connect to your Estimating database Participate in this session, and you’ll take home several worksheets to
and create detailed reports on your estimates. You’ll learn how to handle help you quantify risk.
exceptions such as WBS codes with no tags or WBS codes with overline
Business Building | Sage Master Builder – General, Sage Timberline
Office – General
39
CRE16 – Estimating Standard and Estimating Extended Tips and
Tricks (Part 1)
to survive a down economy such as managing cash flow, contingency
planning, establishing or resurrecting marketing programs, improving
Wednesday, 2:15 p.m. – 3:15 p.m. documentation, redirecting skills to new areas and more! If this is a topic
of interest to you, register for one or both roundtable sessions scheduled
Learn new and creative ways to use the Sage Estimating Standard and for Monday afternoon. When you arrive at the session, you can join
Estimating Extended applications. Designed to stimulate fresh ideas and a table focused on 1-3 key tips. Bring your questions, your success
approaches, this interactive session highlights real-life tips and shortcuts stories, and most important, your ideas. We’ll figure this out together!
gathered from Estimating users. A long-time conference favorite, this topic Note: Register for roundtables soon; they do fill up early.
spans two sessions to allow for more extensive information sharing. Note:
This session covers the Estimating Standard and Estimating Extended Sage Master Builder – General, Sage Timberline Office – General
applications which were originally developed for Sage Timberline Office
and now integrate with Sage Master Builder. It does not cover the Sage CRE27, 28 – Tips for Surviving a Down Economy
Basic Estimating module. Customers are encouraged, but not required, to Monday, 3:30 p.m. – 4:30 p.m.
participate in both Parts 1 and 2 of this session.
See description for CRE25, 26
Becoming a Power User | Sage Timberline Office – Standard &
Extended Estimating Sage Master Builder – General, Sage Timberline Office – General
CRE17 – Estimating Standard and Extended Tips and Tricks CRE32 – Sage Timberline Office Version 9.6 Estimating Release
(Part 2) Training
Wednesday, 3:30 p.m. – 5:00 p.m. Thursday, 11:00 a.m. – 12:00 p.m.
Learn new and creative ways to use the Sage Estimating Standard and Learn about the latest Sage Timberline Office Standard and Extended
Estimating Extended applications. Designed to stimulate fresh ideas and 9.6 Estimating enhancements. In addition to Sage Timberline Office (9.6)
approaches, this interactive session highlights real-life tips and shortcuts now being 64-bit compatible, here are just a few enhancements that
gathered from Estimating users. A long-time conference favorite, this topic will be covered: Estimating with multicurrency functionality, integration
spans two sessions to allow for more extensive information sharing. Note: between Estimating and Project Management, Copy Assembly, and
This session covers the Estimating Standard and Estimating Extended much more! Join us for this session and put these enhancements to
applications which were originally developed for Sage Timberline Office work for your business!
and now integrate with Sage Master Builder. It does not cover the Sage Mastering Essentials | Sage Timberline Office – Standard &
Basic Estimating module. Customers are encouraged, but not required, to Extended Estimating
participate in both Parts 1 and 2 of this session.
Becoming a Power User | Sage Timberline Office – Standard & CRE34 – Keep the Money You Earn - Avoid 4 Financial Disasters
Extended Estimating Wednesday, 9:45 a.m. – 10:45 a.m.
CRE20 – Sage Timberline Office Estimating How do I...? Construction is a risky business, especially in this economy. From real-life
case studies, you’ll learn how to prevent potential financial disasters such
Thursday, 8:30 a.m. – 9:30 a.m. as fraud, insurance liability, surprise bills, incomplete lien waivers and
Do you have questions about how to use the software to support a running out of money to finish the jobs. Contractors are often not aware
specific business process? Or, maybe you’re using the software in a of the potential pitfalls in their businesses. And while you may have heard
creative way that you think other customers would find useful? Or a report horror stories of others, or even suffered from some issues yourself,
you’ve designed that meets a critical need for decision making? If you’ve this Sage Master Builder session will help you focus on ways to prevent
ever found yourself thinking, “I wish the software could do...” this session these disasters.
can help! Join us to talk with product experts and other Sage Timberline Business Building | Sage Master Builder – Accounting, Sage Master
Office customers about your Estimating success stories, questions, or Builder – Project Management
challenges. Note: This is a roundtable session where participants are
encouraged to share their ideas with one another. Sage Master Builder
CRE120 – Introduction to Model Estimating (Part 1)
customers that own the Standard or Extended version of Estimating (NOT
Basic) may also attend this session. Thursday, 8:30 a.m. – 9:30 a.m.
Sage Timberline Office – Standard & Extended Estimating Model Estimating lets you create detailed conceptual estimates by
answering a series of basic questions about a project. This session covers
CRE25, 26 – Tips for Surviving a Down Economy basic functionality and demonstrates how models perform conceptual-
based, form-based, and specification-driven estimating. Discussions will
Monday, 2:00 p.m. – 3:00 p.m. also explore the creation and development of models in the database.
As the global recession continues, slowing sales and rising Note: This session covers the Estimating Extended application which was
unemployment have combined to create a high level of pessimism in originally developed for Sage Timberline Office and now integrates with
the construction and real estate industries. Businesses that employ Sage Master Builder. This session does not cover the Sage Master Builder
smart strategies today can weather current conditions and even start Basic Estimating module. Customers are encouraged to also register for
positioning themselves to increase profitability and market share when the Part 2 lab for hands-on practice; however, limited seating is available
the economy turns around. (Yes, we said “when” the economy turns because this lab is also offered to participants of the “Advanced Model
around.) Is your business going back to basics or have you tried new Estimating (Part 1)” session. Hands-on sessions do fill up quickly so
strategies? What’s working? What isn’t? Join us for this roundtable register early to ensure your spot!
discussion to brainstorm with colleagues. We’ll focus discussion on tips Mastering Essentials | Sage Timberline Office – Standard &
Extended Estimating

CRE16 – CRM03
REGISTER NOW!
CRE121 – Advanced Model Estimating (Part 1) maximum limits on variables, use more than two variables to select an
Thursday, 9:45 a.m. – 10:45 a.m. item from an item table, and much more. Note: This session covers the
Sage Estimating Standard and Estimating Extended applications which
This session provides a more in-depth exploration of Model development. were originally developed for Sage Timberline Office and now integrate
Learn what types of questions you can include in a model and how you with Sage Master Builder. This session does not apply to the Sage
can use them to pre-fill values in items and assemblies. We’ll also cover Master Builder Basic Estimating module. Customers are encouraged to
how to create and test question formulas for a model and how to use also register for the Part 2 lab for hands-on practice; however, limited
them to empower your models during takeoff. Note: This session covers seating is available because this lab is also offered to participants of the
the Sage Estimating Extended application which was originally developed “Introduction to Smart Assemblies (Part 1)” session. Hands-on sessions
for Sage Timberline Office and now integrates with Sage Master Builder. do fill up quickly so register early to ensure your spot!
It does not cover the Sage Master Builder Basic Estimating module.
Customers are encouraged to also register for the Part 2 lab for hands- Becoming a Power User | Sage Timberline Office – Standard &
on practice; however, limited seating is available because this lab is also Extended Estimating
offered to participants of the “Introduction to Model Estimating (Part 1)”
session. Hands-on sessions do fill up quickly so register early to ensure CRE125 – Introduction and Advanced Smart Assemblies
your spot! Hands-On Lab (Part 2)
Becoming a Power User | Sage Timberline Office – Standard & Tuesday, 3:30 p.m. – 5:00 p.m.
Extended Estimating This follow-up session provides you with a hands-on opportunity to work
with Smart Assemblies in a computer lab with knowledgeable staff nearby
CRE122 – Introduction and Advanced Model Estimating to answer your questions. This is the corresponding lab to both the
Hands-On Lab (Part 2) “Introduction to Smart Assemblies” and “Advanced Smart Assemblies”
Thursday, 11:00 a.m. – 12:30 p.m. sessions. Hands-on labs fill up quickly, so register early to ensure your
spot. Note: This session covers the Sage Estimating Standard and
This follow-up session provides you with a hands-on opportunity to work Estimating Extended applications which were originally developed for Sage
with Model Estimating in a computer lab with knowledgeable staff nearby Timberline Office and now integrate with Sage Master Builder. It does not
to answer your questions. This is the corresponding lab for both the cover the Sage Master Builder Basic Estimating module.
“Introduction to Models Estimating” and “Advanced Models Estimating”
sessions. Hands-on labs fill up quickly, so register early to ensure your Mastering Essentials | Sage Timberline Office – Standard &
spot. Note: This session covers the Sage Estimating Extended application Extended Estimating
which was originally developed for Sage Timberline Office and now
integrates with Sage Master Builder. We will not cover the Sage Master CRM01 – Ensuring a Successful LAN to Web Migration
Builder Basic Estimating module. Wednesday, 8:30 a.m. – 9:30 a.m.
Mastering Essentials | Sage Timberline Office – Standard & Interested in migrating users to the Sage SalesLogix Web, but aren’t sure
Extended Estimating how to pull it off? Upgrading is one thing, but migrating your users from
one interface to an entirely new one can be daunting and seem risky.
CRE123 – Introduction to Smart Assemblies (Part 1) Join us to learn how to successfully migrate from LAN to Web not only
Tuesday, 11:00 a.m. – 12:00 p.m. from a technology standpoint, but also from an end-user and business
point of view. Hear real-world examples of what works and what
Both Estimating Standard and Estimating Extended include assemblies doesn’t work during migrations, and learn the secrets of how to do it as
as the primary form of standardized takeoff. Learn the basics of assembly inexpensively as possible.
planning, creation, and testing, as well as custom formula creation, custom
calculations, and “select at takeoff.” You’re sure to come away with a Administering and Implementing Your System | Sage SalesLogix
working knowledge of assemblies. Note: This session covers the Sage
Estimating Standard and Extended applications which were originally CRM02 – Best Practices Using the Sage SalesLogix
developed for Sage Timberline Office and now integrate with Sage Master Disconnected Web Client
Builder. This session does not apply to the Sage Master Builder Basic Wednesday, 3:30 p.m. – 4:30 p.m.
Estimating module. Customers are encouraged to also register for the Part
2 lab for hands-on practice; however, limited seating is available because Join us as we explore the Sage SalesLogix Disconnected Web client
this lab is also offered to participants of the “Advanced Smart Assemblies and dive into why this is such an important step in the evolution of Sage
(Part 1)” session. Hands-on sessions do fill up quickly so register early to SalesLogix. Also, you will see a side-by-side comparison between the
ensure your spot! disconnected and connected Web environments. Last, learn exactly what
has changed in the setup and synchronization process for Web-based
Mastering Essentials | Sage Timberline Office – Standard & remote clients.
Extended Estimating
Mastering Essentials | Sage SalesLogix
CRE124 – Advanced Smart Assemblies (Part 1)
CRM03 – LAN to Web Migration—Hands-On With Sage
Tuesday, 2:15 p.m. – 3:15 p.m.
SalesLogix PSG and Development
If you have a thorough working knowledge of assemblies, use this Thursday, 9:45 a.m. – 10:45 a.m.
session to further boost your productivity. We’ll cover variable help,
formula tables, multi-dimensional item tables, and other advanced Are you worried that the cost of migrating your Sage SalesLogix
features. You’ll learn how to automatically select an item based on spec implementation from LAN to Web will break the bank? Join us for this
information, minimize the use of IF logic to select items, set minimum and session to learn more about the tools and processes Sage is making
41
available to partners and customers to expedite the process in a cost
effective manner. The Sage SalesLogix Migration Toolkit will be highlighted
CRM08 – Using Sage SalesLogix to Effectively Market in a Down
Economy
and demonstrated during this session. See how easy it is to migrate the vast Wednesday, 2:15 p.m. – 3:15 p.m.
majority of your customizations directly to the new Sage SalesLogix Web
platform with zero programming skills. Don’t tell your boss how easy it is! Discover how the Sage SalesLogix marketing, lead management, and
e-mail marketing features can help you market more effectively in a down
Administering and Implementing Your System | Sage SalesLogix economy. This session focuses on best practices for leveraging Sage
SalesLogix marketing functionality and Technology Partners. In addition, a
CRM04 – Benefits of Deploying a Mobile Workforce With Sage Sage SalesLogix customer will present their best practices for increasing
SalesLogix marketing effectiveness with Sage SalesLogix.
Tuesday, 2:15 p.m. – 3:15 p.m. Mastering Essentials | Sage SalesLogix
This session provides insight into the benefits and key considerations
of using Sage SalesLogix Mobile in your company. Sage SalesLogix CRM09 – Best Practices for Using Sales Functionality in Sage
delivers a rich experience and robust capability in a disconnected Web SalesLogix
and handheld environment. Discover the benefits of giving your mobile Wednesday, 3:30 p.m. – 4:30 p.m.
workforce access to information when they need it. Learn directly from
a Sage SalesLogix customer how Sage SalesLogix Mobile enabled their In today’s competitive landscape, how do you know that your sales team
workforce to work more effectively anytime and anywhere. is doing everything necessary to close more opportunities? In this session,
we’ll share how you can leverage the sales capabilities within Sage
Mastering Essentials | Sage SalesLogix SalesLogix to streamline the sales process. The powerful sales functionality
enables your teams to quickly identify opportunities, better understand
CRM05 – Business 2010: An Interactive Townhall Discussion your customer’s needs, and win more deals. We’ll discuss and show you
Wednesday, 9:45 a.m. – 10:45 a.m. how having a complete view of all customer interactions will help your
sales team, including Lead Management, Opportunity Management, Sales
Join us for an interactive, townhall-style discussion where you can share Process Workflow, reporting and analytic tools, and more.
your outlook and viewpoints on the challenges and opportunities facing
your business as you plan for the upcoming year. Hear what other Mastering Essentials | Sage SalesLogix
businesses are doing to survive the economic downturn and how they are
positioning themselves for success as the economy recovers. An executive CRM10 – CRM 101: The Value of Implementing Customer
moderator from Sage will lead an engaging discussion on both general Relationship Management Software
business issues and the role CRM can play in driving your success. Tuesday, 2:15 p.m. – 3:15 p.m.
Business Building | Sage SalesLogix With CRM quickly becoming an integral part of organizational
infrastructures, you need answers to the “what, who, when, where, why,
CRM06 – Add Dollars to Your Bottom Line by Transforming Sage and how” questions about CRM: What is CRM? Who needs it? When will
SalesLogix Into a Project and Service Tracking System I be ready? Where can I get the information I need to evaluate what’s right
Tuesday, 2:15 p.m. – 3:15 p.m. for me? Why use Sage? How will CRM impact my organization? We will
answer these questions and show you that CRM is no longer a wish list
TimeLinx is an endorsed ISV Partner for Sage that has tightly integrated item -- it’s an absolute requirement to compete and thrive in a world driven
their project and service management application to Sage SalesLogix, by business 2.0 practices.
Sage MAS 90 and 200, and Sage MAS 500. Close a Sage SalesLogix
Opportunity and automatically create single or multiple TimeLinx projects. Mastering Essentials | All Products
Schedule tasks and manage resources, record time and expenses
(including via Web Browser and PDA devices), handle huge numbers CRM11 – Integrating Sage MAS 500 With Sage SalesLogix
of project details, and send approved data to invoices directly into Using Link
Sage MAS 90 and 200 and Sage MAS 500 for automated posting by Wednesday, 8:30 a.m. – 9:30 a.m.
accounting. After attending this session, you will see how TimeLinx makes
the management of delivery projects for any service organization much Understand the benefits of integrating Sage SalesLogix and Sage MAS
more efficient and profitable, and why it makes sense to incorporate such 500 using the Link product. Link provides a complete view of critical
functionality into a CRM system. customer interactions, enables consistent records between systems,
and facilitates seamless cross-application workflows. Learn about Link
Business Building | Sage MAS 500, Sage SalesLogix features, including Account, Product, and Contact linking; promotion
of Sales Orders and Contract Invoices; viewing real-time customer
CRM07 – Enhance the Management of Your Business With Sage financial data; and mapping custom queries between Sage MAS 500
SalesLogix Visual Analyzer and Sage SalesLogix.
Wednesday, 11:00 a.m. – 12:00 p.m. Exploring Integration | Sage MAS 500, Sage SalesLogix
Maximize your CRM investment in Sage SalesLogix by delivering powerful
analytics and other key business performance indicators by using CRM12 – Lean Quote-to-Order: A Breakthrough Opportunity
Sage SalesLogix Visual Analyzer. Learn directly from a Sage SalesLogix Tuesday, 3:30 p.m. – 4:30 p.m.
customer how Visual Analyzer helps them make critical business decisions
and improve their bottom line. SmartCatalog provides customers with a powerful value proposition
relevant in today’s evolving economic environment. SmartCatalog delivers
Mastering Essentials | Sage SalesLogix a rapid return on investment by helping companies leverage their existing

CRM04 – CRM25
REGISTER NOW!
Sage SalesLogix deployments by offering lean quote-to-order solutions. CRM17 – Sage SalesLogix Product Vision and Roadmap
SmartCatalog is a proven sales configuration and guided selling solution, Tuesday, 8:30 a.m. – 9:30 a.m.
extending fast, accurate quotes and orders directly from Sage SalesLogix
to all sales channels including employees, partners/distributors, and Explore what’s coming in Sage SalesLogix. Learn how current trends in
customers. Attend this session, and learn how your business can benefit. sales, marketing, customer service, mobility, and data analytics are shaping
the future of CRM technology. Also hear about future enhancements that
Business Building | Sage SalesLogix drive even greater user adoption. This session is a must-see for all Sage
SalesLogix customers.
CRM13 – SageCRM Product Strategy, Roadmap, and
What’s New Looking Ahead at Product Futures | Sage SalesLogix
Tuesday, 11:00 a.m. – 12:00 p.m.
CRM18 – Sales Techniques in a Down Economy
Looking to further leverage your strategic business investment in Monday, 2:00 p.m. – 3:00 p.m.
SageCRM? Business owners and users alike won’t want to miss
this opportunity to get in-depth information about key enhancements Come join Sage and other customers for an interactive discussion on
designed to increase productivity and ease-of-use now available through sales techniques that you or others have proven successful in this down
SageCRM v6.2, as well as the chance to hear about what’s coming soon economy. Share your techniques, ideas, or questions with your peers.
with upcoming releases. We’ll review the SageCRM product vision and
Sage SalesLogix
direction, giving you all the information you need to see how SageCRM
aligns with your business development plans. In addition, we’ll tell you
how you can get involved and provide the team with specific feedback CRM19 – Encouraging User Adoption
about product direction. This session is designed for all customers of the Monday, 2:00 p.m. – 3:00 p.m.
SageCRM product line.
This roundtable is for customers to discuss best practices and techniques
Looking Ahead at Product Futures | SageCRM, SageCRM.com for driving CRM end user adoption. Come prepared to discuss what works
and what causes challenge in your organization around adoption. Listen to
CRM14 – Sage SalesLogix Feature Prioritization and Feedback what similar companies have done to ensure successful CRM.
Thursday, 8:30 a.m. – 9:30 a.m. Sage SalesLogix
Join us for an overview of Sage SalesLogix features that will be
considered for future releases. Each participant will be asked to help CRM20 – Marketing Best Practices
prioritize the features and feature areas, provide feedback on new Monday, 2:00 p.m. – 3:00 p.m.
features, and contribute product ideas. This is a great way to learn
Join the discussion and share marketing best practices that you have used
about the future direction of Sage SalesLogix and help determine
in your organization with other Sage SalesLogix customers.
where the product may go.
Sage SalesLogix
Looking Ahead at Product Futures | Sage SalesLogix
CRM22 – Deploying Sage SalesLogix Globally
CRM15 – Extending the SageCRM Solution: Popular Plug-Ins
and Coding Monday, 3:30 p.m. – 4:30 p.m.
Wednesday, 9:45 a.m. – 10:45 a.m. This roundtable is to talk about best practices for deploying CRM globally
within your organization. A few topics that will be discussed: best security
Got imagination? Join us to learn about the power of extending the
models, best deployment options for managing customers successfully
SageCRM solution in ways you’ve only imagined. We will cover the how-to
around the world, and more.
of integrating some of the most popular plug-ins for SageCRM, including
Sage E-Marketing, CTI, advanced third-party development tools, and Sage SalesLogix
more. Additionally, we’ll dive into the basics of utilizing SageCRM’s built-in
programming tools to extend the solution through coding. This exciting CRM23 – Upgrading to the Sage SalesLogix Web Client
introductory session is recommended for IT professionals and anyone with
Monday, 3:30 p.m. – 4:30 p.m.
an imagination.
If you have upgraded to the Sage SalesLogix Web client or are thinking
Mastering Essentials | SageCRM, SageCRM.com
about upgrading, learn from other customers or share your experiences
with them in this open discussion.
CRM16 – What’s New in Sage SalesLogix v7.5.2
Tuesday, 9:45 a.m. – 10:45 a.m. Sage SalesLogix
Check out the new and exciting capabilities that Sage SalesLogix CRM25 – Benefits of ERP Integration
v7.5.2 has to offer. Get the latest information on Sage SalesLogix Visual
Monday, 3:30 p.m. – 4:30 p.m.
Analyzer and Sage SalesLogix Mobile. Discover how these new features
and benefits are key to driving increased revenue and return on your Discuss the advantages of integrating your CRM system with ERP/
investment! Accounting systems. Come listen to what other companies have done
successfully to link the front office and back office.
Looking Ahead at Product Futures | Sage SalesLogix
Sage SalesLogix
43
CRM26 – Using Social Media Within Sage SalesLogix to
Drive Revenue
CRM30 – Mashups to Pull Data From Sage SalesLogix
Internal and External Data Sources (Hands-On)
Wednesday, 3:30 p.m. – 4:30 p.m. Thursday, 8:30 a.m. – 9:30 a.m.
Is your company using social media? Do you want to know how to Learn how to pull information from internal and external data sources into
effectively use social media to drive revenue and increase customer Sage SalesLogix and “mash it up” for use within the Sage SalesLogix
satisfaction? Check out what Sage SalesLogix is doing with social media. interface. Examine data that can be used in mashups, the UI elements
Learn how Sage has incorporated social communication channels into the that are mashup-enabled, and how to debug mashups. This session is
product in order to make sales, marketing, and customer service people hands-on.
more effective. Social media is the current hype, but in this session you will
learn how to gain tangible business benefits too. Administering and Implementing Your System | Sage SalesLogix
Mastering Essentials | Sage SalesLogix CRM31 – Tips and Tricks for Sage SalesLogix v7.5 Support
Thursday, 11:00 a.m. – 12:00 p.m.
CRM27 – Extending Sage SalesLogix v7.5 With New
Web Technologies Learn best practices for the Support features in Sage SalesLogix v7.5.2,
Tuesday, 11:00 a.m. – 12:00 p.m. including methods to quickly and accurately resolve customer issues
and gain critical intelligence to improve departmental effectiveness
This session explores the new tools in Sage SalesLogix v7.5 that you and customer satisfaction. Discover how to capitalize on cross-selling
can use to extend the product. Discover how integrated mashups work opportunities, provide convenient self-service solutions to your customers,
and how easy it is to get external data into the system without writing any and share important customer data across your organization.
code. Learn about Sage’s sData Web service tools that make sending and
receiving information more powerful than ever. This session will also help Mastering Essentials | Sage SalesLogix
you realize what a great portal tool the Sage SalesLogix v7.5 Welcome
page can be. CRM32 – SageCRM Tips and Tricks
Thursday, 8:30 a.m. – 9:30 a.m.
Becoming a Power User | Sage SalesLogix
Everyone wants to know the secrets of using SageCRM more effectively
CRM28 – Sage SalesLogix Codeless Customizations and efficiently. Join this session to learn how to handle customization
for the Non-Developer (Hands-On) issues, e-mail troubleshooting, notifications, data issues, and more.
Tuesday, 3:30 p.m. – 5:00 p.m. Mastering Essentials | SageCRM, SageCRM.com
Experience the new features of Sage SalesLogix Web v7.5.2, and find
out how to use the new features in Application Architect. In this hands-on CRM33 – Setting Up and Optimizing Performance of a Sage
session, you will have the opportunity to implement the features yourself SalesLogix Web Deployment
and perform some of the more common codeless customizations that the Tuesday, 11:00 a.m. – 12:00 p.m.
Application Architect allows.
First impressions last a lifetime, so let us help you make the best first
Becoming a Power User | Sage SalesLogix impression of Sage SalesLogix to your end users. Waiting for a page to
load can be frustrating when all you want to do is your job. Join us in this
CRM29-1 – Fundamentals of .NET Programming Using session to learn the basics of Web server optimization that will help to
C#—Part 1 (Hands-On) get your implementation of Sage SalesLogix 7.5.x Web running quickly
Wednesday, 11:00 a.m. – 12:30 p.m. and efficiently. You will also learn what settings in IIS make the biggest
impact on your implementation. Do customizations seem to slow down
Attend this session to learn more about developing with .NET Framework your application? Even if you have tried tuning IIS but still feel there are
on the Sage SalesLogix v7.5 platform. Learn the basics of C# as related environmental factors out of your control, attend this session to learn
to Sage SalesLogix. Create a Windows form application and a Web creative approaches for optimization.
application that connect to a database. Anyone with previous coding
experience is welcome. This session is hands-on. Administering and Implementing Your System | Sage SalesLogix
Administering and Implementing Your System | Sage SalesLogix CRM34 – Preparing Your Sage SalesLogix v7.5.2 Implementation
for Multiple Languages in Unicode
CRM29-2 – Fundamentals of .NET Programming Using Wednesday, 9:45 a.m. – 10:45 a.m.
C#—Part 2 (Hands-On)
Wednesday, 2:15 p.m. – 3:15 p.m. Join this session to explore how to enable the Sage SalesLogix v7.5.2
Web client to accurately display multiple languages using Unicode
Learn some C# while exploring the fundamentals of .NET. Use standard characters. We’ll provide guidelines to help you decide when to use
programming techniques like For loops, If statements, functions, and error Unicode and how to enable it in Sage SalesLogix. Also explore the impact
handling related to Sage SalesLogix. Create a Windows and Web form of Unicode in Sage SalesLogix and how Unicode characters appear
application, plus a Windows and Web form that connects to a database. throughout the application and its supporting modules.
This session is hands-on.
Administering and Implementing Your System | Sage SalesLogix
Administering and Implementing Your System | Sage SalesLogix

CRM26 – ERP09
REGISTER NOW!
CRM35 – Industry Trends in Social CRM ERP05 – Sage ERP X3 Workflow Management:
Wednesday, 8:30 a.m. – 9:30 a.m. An Essential Tool for Your Business Operations
Learn from an industry expert in Social CRM about the latest trends, and
find out what Social CRM can do for your business. In this session, you Workflow Management within Sage ERP X3 enables businesses to
will gain insight on improving business relationships, lead generation from streamline operations by seamlessly communicating information both
social media, and much more! Find out how you can leverage Social CRM internally and externally based on company-specific triggering events.
with forums like Facebook, Twitter, and other social media. E-mail messages inform the recipients of what has transpired, even
providing them with a direct link to the associated business transaction.
Business Building | Sage SalesLogix, SageCRM, SageCRM.com This session will demonstrate the extensive parameterization available
within Sage ERP X3 and provide scenarios in which Workflow
CRM36 – Getting the Most From Your Sage SalesLogix Management messaging and automated processing can have a
Maintenance and Support Plan significant impact on your business operations.
Thursday, 9:45 a.m. – 10:45 a.m.
Business Building | Sage ERP X3
Are you leveraging all of the services, resources, and tools available to you
with your annual Maintenance and Support Plan? Join this session to learn ERP06 – Migrating toSage ERP X3 v5
about SupportOnline resources, such as the knowledgebase, Web cases, Tuesday, 2:15 p.m. – 3:15 p.m.
documentation, and product updates, as well as what to expect when
working with the Support Team. Is your company ready to take advantage of the wealth of features
and functionality available in Sage ERP X3 v5? Learn how to plan and
Mastering Essentials | Sage SalesLogix budget for a successful migration. Tools, techniques and methodology
will be discussed.
ERP01 – Sage ERP X3 Keynote
Tuesday, 8:30 a.m. – 9:30 a.m.
General Manager Alex Attal will provide an overview of the state of the ERP07 – Sage ERP X3 Business Intelligence:
Sage ERP X3 business in North America as well as the worldwide strategy. Turning Information into Insight
Hear about the product’s first year as part of the Sage North American Tuesday, 3:30 p.m. – 5:00 p.m.
portfolio and learn about its future in North America.
Sage ERP X3 v5 features a new business intelligence engine, powered
Business Building | Sage ERP X3 by leading Business Objects(tm) technology, which allows users to
analyze their business performance on the fly by simple drag and drop
ERP02 – Sage ERP X3 Sales and Services Update of aggregated data that are updated in real time with the flow of daily
Tuesday, 9:45 a.m. – 10:45 a.m. operations. This session will discuss the need for management reporting
and review the various inquiry and reporting options available - from Crystal
Steve Vukmaravich, Vice President of Sales, will review the Sage ERP Reports and Business Statistics to user-defined inquiries and dashboards -
X3 North American successes in 2009 and Ron Book, Vice President of to extract meaningful information from your Sage ERP X3 system.
Professional Services, will discuss the scope of services available.
ERP08 – Sage ERP X3 Business Intelligence:
ERP03 – Sage ERP X3 Product News Turning Information into Insight
Tuesday, 11:00 a.m. – 12:30 p.m. Wednesday, 11:00 a.m. – 12:30 p.m.
Dominique Bopp, Chief Architect of the SAFE X3 Platform, will highlight the Sage ERP X3 v5 features a new business intelligence engine, powered
new features included in the newly released Sage ERP X3 v6 and offer a by leading Business Objects(tm) technology, which allows users to
glimpse into the product’s planned evolution in the years to come. analyze their business performance on the fly by simple drag and drop
Business Building | Sage ERP X3 of aggregated data that are updated in real time with the flow of daily
operations. This session will discuss the need for management reporting
ERP04 – Sage ERP X3 Workflow Management: and review the various inquiry and reporting options available - from Crystal
An Essential Tool for Your Business Operations Reports and Business Statistics to user-defined inquiries and dashboards -
to extract meaningful information from your Sage ERP X3 system.
Tuesday, 2:15 p.m. – 3:15 p.m.
Workflow Management within Sage ERP X3 enables businesses to
streamline operations by seamlessly communicating information both
ERP09 – Sage ERP X3 Post-Implementation: Guidelines
internally and externally based on company-specific triggering events.
for Optimizing Your System
E-mail messages inform the recipients of what has transpired, even
providing them with a direct link to the associated business transaction. Tuesday, 3:30 p.m. – 5:00 p.m.
This session will demonstrate the extensive parameterization available The work doesn’t end once your Sage ERP X3 goes live. The
within Sage ERP X3 and provide scenarios in which Workflow implementation phase focused on automating key business transactions
Management messaging and automated processing can have a significant and running reports that support the basic operational needs of your
impact on your business operations. business. Now, you need to identify potential areas for improvement
Business Building | Sage ERP X3 that will optimize your Sage ERP X3 system. Gain insight on how to
45
conduct periodic reviews of software performance and assess how
well the project has met the critical success factors you identified at the
ERP14 – Sage ERP X3 User Interfaces: How
Dashboards and Portals Provide the Information
beginning of your project. Your Employees Need
Business Building | Sage ERP X3 Wednesday, 3:30 p.m. – 4:30 p.m.
Dashboards and portals build on Sage ERP X3’s intrinsic Business
ERP10 – Sage ERP X3 Post-Implementation: Guidelines Intelligence capabilities by providing users with actionable, up-to-the-
for Optimizing Your System minute graphical representations of key statistical information. Each user
Wednesday, 3:30 p.m. – 5:00 p.m. can create a personalized management chart for real-time tracking of
the indicators most pertinent to his task. General or detailed information
The work doesn’t end once your Sage ERP X3 goes live. The appears in the form of graphs, tables or organized in a calendar, with
implementation phase focused on automating key business transactions links making it possible to follow the entire security audit trail up to the
and running reports that support the basic operational needs of your information details. Learn how a comprehensive, secure web portal can
business. Now, you need to identify potential areas for improvement transform users’ traditional desktop environment into one that provides
that will optimize your Sage ERP X3 system. Gain insight on how to intelligent, integrated and personalized access to the Enterprise system.
conduct periodic reviews of software performance and assess how
well the project has met the critical success factors you identified at the Business Building | Sage ERP X3
beginning of your project.
ERP15 – Sage ERP X3 Add-on’’s: Enhance the Value of Your
Business Building | Sage ERP X3 System Investment
ERP11 – Sage ERP X3 v6: In-depth Review of New Financial
Management Tools Learn about newer Sage ERP X3 North American add-on’s like Import
Wednesday, 8:30 a.m. – 9:30 a.m. Tracking and the Freight Management Interface and get an overview of
additional components available. This session will show you how to take
The Sage ERP X3 Finance module underwent major changes in v6. Learn full advantage of your investment.
about the new multi-legislation, multi-country features available that match
the highest standards for global corporate governance. Business Building | Sage ERP X3
Business Building | Sage ERP X3 ERP16 – Sage ERP X3 Customer Experiences

Wednesday, 11:00 a.m. – 12:30 p.m.
ERP12 – Sage ERP X3 Visual Process Designer: Reduce Training
Efforts and Increase User Acceptance Sage ERP X3 customers are utilizing the system in some very innovative
Wednesday, 9:45 a.m. – 10:45 a.m. ways. Learn how your colleagues are applying Sage ERP X3 technology
to positively impact their business operations. You’ll hear the real life
Training and user reluctance to use applications widely can account for experiences of three Sage ERP X3 customers.
nearly 50 percent of an system’s operating expenses. The Sage ERP X3
Visual Process Designer, available in Sage ERP X3 v5, is a visual toolset Business Building | Sage ERP X3
that enables the creation of process diagrams which present users with
explicit and graphical business processes. Users can access the functions ERP17 – Sage ERP X3 Web Services: Open Your Business
following user-defined work procedures which shortens the learning curve to the Web
of the product dramatically and fosters quality processes. Wednesday, 2:15 p.m. – 3:15 p.m.
Business Building | Sage ERP X3 This session will discuss the objectives and definition of Web Services
from a non-technical perspective, review options to make the most use
ERP13 – Sage ERP X3 User Interfaces: How of Sage ERP X3 Web Services, and conclude with a number of business
Dashboards and Portals Provide the Information scenarios that illustrate how Web Services can be incorporated into your IT
Your Employees Need infrastructure for a truly interoperable system.
Wednesday, 9:45 a.m. – 10:45 a.m. Business Building | Sage ERP X3
Dashboards and portals build on Sage ERP X3’s intrinsic Business
Intelligence capabilities by providing users with actionable, up-to-the- FAS01 – What’s New—And Coming in Sage FAS Asset
minute graphical representations of key statistical information. Each user Accounting
can create a personalized management chart for real-time tracking of Monday, 3:30 p.m. – 4:30 p.m.
the indicators most pertinent to his task. General or detailed information
appears in the form of graphs, tables or organized in a calendar, with Exciting things are happening with Sage FAS Asset Accounting! With
links making it possible to follow the entire security audit trail up to the a new interface design in development, you won’t want to miss this
information details. Learn how a comprehensive, secure web portal can opportunity for a sneak-peak! Plus, learn how you can be part of the action
transform users’ traditional desktop environment into one that provides through participation in User-Centered Design sessions and through the
intelligent, integrated and personalized access to the Enterprise system. new Sage FAS Online Community!
Business Building | Sage ERP X3 What’s New and Product Intro | Sage FAS Canada Fixed Assets,
Sage FAS Fixed Assets, Sage FAS Gov Fixed Assets, Sage FAS NP
Fixed Assets

ERP10 – FAS07-2
REGISTER NOW!
FAS02-1 – Customizing Sage FAS Asset Accounting FAS05 – Test Drive: The New Sage FAS Asset Accounting
Hands-On (Part 1) (Hands-On)
Tuesday, 8:30 a.m. – 9:30 a.m. Thursday, 8:30 a.m. – 9:30 a.m.
Work smarter and faster in Sage FAS Asset Accounting with these time- Preview and take a spin in the next generation of Sage FAS Asset
saving techniques! In this two-part hands-on session, you’ll learn how Accounting. Yes, Sage FAS Asset Accounting is in the midst of a major
to tailor the system to your processes, helping you work more efficiently update, and we want you to give us your feedback. During this hands-on
and more easily comply with the latest accounting regulations. We’ll cover session, we will walk through some real-life fixed asset scenarios in the
features such as customizing user fields, creating SmartLists, and working new interface and engage in discussions about the new look and feel. This
with Groups. Basic knowledge and experience using Sage FAS Asset is your chance to help guide the future of Sage FAS Asset Accounting.
Accounting is required.
Looking Ahead at Product Futures | Sage FAS Canada Fixed Assets,
Mastering Essentials | Sage FAS Canada Fixed Assets, Sage FAS Fixed Sage FAS Fixed Assets, Sage FAS Gov Fixed Assets, Sage FAS NP
Assets, Sage FAS Gov Fixed Assets, Sage FAS NP Fixed Assets Fixed Assets
FAS02-2 – Customizing Sage FAS Asset Accounting— FAS06 – Introduction to Sage FAS Asset Inventory: Hands-On
Hands-On (Part 2) Tuesday, 3:30 p.m. – 4:30 p.m.
Tuesday, 9:45 a.m. – 10:45 a.m.
When was the last time you conducted a physical inventory of your
Work smarter and faster in Sage FAS Asset Accounting with these time- fixed assets? Come to this exciting hands-on class, and see just
saving techniques! In this two-part hands-on session, you’ll learn how how easy it is to conduct a fixed asset inventory with Sage FAS
to tailor the system to your processes, helping you work more efficiently Asset Inventory. During this session, you will learn about the benefits
and more easily comply with the latest accounting regulations. We’ll cover of conducting regular inventories that could save your company
features such as customizing user fields, creating SmartLists, and working hundreds, or even thousands, of dollars every year. We will conduct
with Groups. Basic knowledge and experience using Sage FAS Asset an inventory with Sage FAS Asset Inventory using barcoding scanning
Accounting is required. hardware. If you have thought about conducting an inventory or you
would like a refresher, this session is for you.
Mastering Essentials | Sage FAS Canada Fixed Assets, Sage FAS Fixed
Assets, Sage FAS Gov Fixed Assets, Sage FAS NP Fixed Assets Mastering Essentials | Sage FAS Canada Fixed Assets, Sage FAS Fixed
Assets, Sage FAS Gov Fixed Assets, Sage FAS NP Fixed Assets
FAS03 – How to Enter an Asset (Hands-On)
Tuesday, 11:00 a.m. – 12:30 p.m. FAS07-1 – Advanced Reporting With Crystal Reports for
Sage FAS Asset Accounting: Hands-On Session (Part 1)
Processing asset acquisitions may at times seem cumbersome. Let us Wednesday, 2:15 p.m. – 3:15 p.m.
show you how to enter your recently acquired assets quickly and efficiently.
There is more than one way to get your assets into Sage FAS Asset If custom standard reports are not enough for your reporting needs, come
Accounting, and we will walk you through each process in a hands-on to this advanced session on creating custom reports for Sage FAS Asset
demonstration. Everything from data entry tips to automating the process Accounting. In this hands-on session, you will learn how to utilize features
will be discussed in an effort to make this step of the asset lifecycle as easy of Crystal Reports, such as creating consolidated reports, setting up
and pain-free as possible. parameters fields, and formatting charts and graphs, just to name a few.
We give you hands-on experience with some of the more frequent tools
Mastering Essentials | Sage FAS Canada Fixed Assets, Sage FAS Fixed within Crystal Reports.
Assets, Sage FAS Gov Fixed Assets, Sage FAS NP Fixed Assets
Report Writing Essentials | Sage FAS Canada Fixed Assets, Sage FAS
FAS04 – Principles of Fixed Asset Accounting Fixed Assets, Sage FAS Gov Fixed Assets, Sage FAS NP Fixed Assets
FAS07-2 – Advanced Reporting With Crystal Reports for
Let us intret the complicated topic of fixed asset accounting for you. Sage FAS Asset Accounting: Hands-On Session (Part 2)
During this session, we will cover the principles of fixed asset accounting, Wednesday, 3:30 p.m. – 4:30 p.m.
like expensing versus capitalizing, the fundamentals of depreciation and
amortization, and record keeping requirements. We will discuss how to If custom standard reports are not enough for your reporting needs, come
comply with the latest fixed asset regulations, including IRS, GAAP, SOX, to this advanced session on creating custom reports for Sage FAS Asset
and IFRS. You will also learn about those confusing acronyms: MACRS, Accounting. In this hands-on session, you will learn how to utilize features
AMT, ACE, and ADS. Plus, learn about short years and recent provisions of Crystal Reports, such as creating consolidated reports, setting up
in the economic stimulus legislation, as well as how to take advantage parameters fields, and formatting charts and graphs, just to name a few.
of those extra expensing deductions Sec 179 and Sec 168 and the We give you hands-on experience with some of the more frequent tools
difference between depreciation for financial and tax purposes. within Crystal Reports.
Mastering Essentials | Sage FAS Canada Fixed Assets, Sage FAS Fixed Report Writing Essentials | Sage FAS Canada Fixed Assets, Sage FAS
Assets, Sage FAS Gov Fixed Assets, Sage FAS NP Fixed Assets Fixed Assets, Sage FAS Gov Fixed Assets, Sage FAS NP Fixed Assets
47
Session
Monday, 3:30 p.m. – Descriptions
FAS08 – Introduction to Sage FAS Fixed Assets
4:30 p.m.
FAS12 – Tackling Your Fixed Asset Challenges
Monday, 2:00 p.m. – 3:00 p.m.
Still managing your fixed assets on a spreadsheet? There’s a better Managing fixed assets with ever changing regulations and tightening
way! In this session, you will learn how the Sage FAS Fixed Assets budgets can be a challenge. In this roundtable session you can share your
products can make your life easier—saving you both time and money. experience with other Sage FAS Fixed Assets users on overcoming these
We will show you how our complete line of products can help you challenges and getting the most from Sage FAS.
manage the complete asset lifecycle from acquisition to disposal.
You will also learn ways to make it easier to comply with the latest Sage FAS Canada Fixed Assets, Sage FAS Fixed Assets, Sage FAS Gov
fixed asset regulations and how to more easily take advantage of Fixed Assets, Sage FAS NP Fixed Assets
recent economic stimulus benefits. If you’re looking for a better way to
manage your fixed assets, then this class is for you. FAS13 – Tackling Your Fixed Asset Challenges
Monday, 2:00 p.m. – 3:00 p.m.
What’s New and Product Intro | Sage FAS Canada Fixed Assets,
Sage FAS Fixed Assets, Sage FAS Gov Fixed Assets, Sage FAS NP Managing fixed assets with ever changing regulations and tightening
Fixed Assets budgets can be a challenge. In this roundtable session you can share your
experience with other Sage FAS Fixed Assets users on overcoming these
FAS09 – The Basics of Sage FAS CIP Accounting challenges and getting the most from Sage FAS.
(Hands-On)
Sage FAS Canada Fixed Assets, Sage FAS Fixed Assets, Sage FAS Gov
Tuesday, 11:00 a.m. – 12:30 p.m. Fixed Assets, Sage FAS NP Fixed Assets
Does your organization manage construction in progress fixed asset
projects? Building buildings, retooling plants, adding equipment, or FAS14 – Tackling Your Fixed Asset Challenges
opening retail locations? In this hands-on session, we will cover the basics Monday, 2:00 p.m. – 3:00 p.m.
of using Sage FAS CIP Accounting to take control over your fixed assets
before they even become fixed assets. You will learn how to set up new Managing fixed assets with ever changing regulations and tightening
projects, create new line items, import expenses, and manage your budgets can be a challenge. In this roundtable session you can share your
spending. We will also discuss some tips and tricks to help you save time experience with other Sage FAS Fixed Assets users on overcoming these
with your capital projects. If you are just getting started with Sage FAS CIP challenges and getting the most from Sage FAS.
Accounting or looking for a better way to manage your CIP projects, then Sage FAS Canada Fixed Assets, Sage FAS Fixed Assets, Sage FAS Gov
you should join us for this hands-on introduction. Fixed Assets, Sage FAS NP Fixed Assets
Assets, Sage FAS Gov Fixed Assets, Sage FAS NP Fixed Assets FAS15 – Tackling Your Fixed Asset Challenges
Monday, 3:30 p.m. – 4:30 p.m.
FAS10 – Ask the Experts: Panel Discussion on Sage FAS
Managing fixed assets with ever changing regulations and tightening
Fixed Assets
budgets can be a challenge. In this roundtable session you can share your
Tuesday, 2:15 p.m. – 3:15 p.m. experience with other Sage FAS Fixed Assets users on overcoming these
Want to learn about recent updates to the Sage FAS products or what’s challenges and getting the most from Sage FAS.
coming in the future? Have a specific fixed asset problem you would like Sage FAS Canada Fixed Assets, Sage FAS Fixed Assets, Sage FAS Gov
advice on handling? Maybe you have an enhancement idea you want Fixed Assets, Sage FAS NP Fixed Assets
to make sure is addressed. Now is your chance! During this session, a
panel of Sage FAS fixed asset experts is ready to take your questions and FAS16 – Tackling Your Fixed Asset Challenges
suggestions.
Monday, 3:30 p.m. – 4:30 p.m.
Assets, Sage FAS Gov Fixed Assets, Sage FAS NP Fixed Assets Managing fixed assets with ever changing regulations and tightening
budgets can be a challenge. In this roundtable session you can share your
experience with other Sage FAS Fixed Assets users on overcoming these
FAS11 – Basic Reporting for FAS Asset Accounting—
challenges and getting the most from Sage FAS.
Producing Standard Reports (Hands-On)
Wednesday, 9:45 a.m. – 10:45 a.m. Sage FAS Canada Fixed Assets, Sage FAS Fixed Assets, Sage FAS Gov
Fixed Assets, Sage FAS NP Fixed Assets
Sage FAS Asset Accounting offers over thirty standard reports, each with
a variety of features and options. Get the most out of each one of them FAS17 – Fixed Asset Challenges in Global
by coming to this informative, hands-on session. During this class, we Organizations
will cover the basics of utilizing the standard reports in Sage FAS Asset
Accounting, selecting the specific group of assets you want, sorting the Wednesday, 2:15 p.m. – 3:15 p.m.
data correctly, and setting just the right options to get exactly the report Managing fixed assets in organizations spanning the globe can be a
you need. Let us help you get started on your way to becoming a Sage challenge. In the near future, Sage FAS seeks to ease the complexities
FAS reports expert. associated with multiple currencies, tax code differences, GAAP vs. IFRS,
Report Writing Essentials | Sage FAS Canada Fixed Assets, Sage FAS regulatory compliance, reporting and more. In this roundtable session, you
Fixed Assets, Sage FAS Gov Fixed Assets, Sage FAS NP Fixed Assets can influence future product development by sharing your experiences,
challenges, concerns, and desires with the Sage FAS Product

FAS08 – FAS24-2
REGISTER NOW!
Management team. We want to know the expectations you have for an Becoming a Power User | Sage FAS Canada Fixed Assets, Sage FAS
“international” version of Sage FAS in the future. Fixed Assets, Sage FAS Gov Fixed Assets, Sage FAS NP Fixed Assets
Sage FAS Canada Fixed Assets, Sage FAS Fixed Assets, Sage FAS Gov
Fixed Assets, Sage FAS NP Fixed Assets FAS22 – Using Sage FAS Asset Accounting Utilities
(Hands-On)
FAS18 – Tackling Your Fixed Asset Challenges Tuesday, 9:45 a.m. – 10:45 a.m.
Thursday, 9:45 a.m. – 10:45 a.m. Want to get more out of your Sage FAS solution to save you time and
improve accuracy? In this informative session, we will give you hands-on
Managing fixed assets with ever changing regulations and tightening experience with many powerful but often overlooked utilities. Learn how to
budgets can be a challenge. In this roundtable session you can share your take advantage of features like Merge Companies, Backup and Restore,
experience with other Sage FAS Fixed Assets users on overcoming these Custom Exports and Imports, and more.
challenges and getting the most from Sage FAS.
Administering and Implementing Your System | Sage FAS Canada Fixed
Sage FAS Canada Fixed Assets, Sage FAS Fixed Assets, Sage FAS Gov Assets, Sage FAS Fixed Assets, Sage FAS Gov Fixed Assets, Sage FAS
Fixed Assets, Sage FAS NP Fixed Assets NP Fixed Assets
FAS19 – Essentials of Disposing and Transferring FAS23 – Intermediate Reporting for Sage FAS Asset
Fixed Assets (Hands-On) Accounting: Customizing Reports—Hands-On
Thursday, 11:00 a.m. – 12:30 p.m. Wednesday, 11:00 a.m. – 12:00 p.m.
Assets always coming and going? Learn the nuts and bolts of entering Are standard reports just not cutting it anymore? Do you wish you
and reconciling disposals and transfers. In this session, you will get hands- could add some fields to your report to maximize their effectiveness?
on experience with the data entry techniques for each type of transaction This session is designed to give those familiar with reporting basics the
in Sage FAS Asset Accounting. We will cover the best practices for hands-on experience of using Sage FAS Report Writer to easily create
calculating and tracing these transactions through the over thirty standard custom reports. You don’t have to start from scratch; you can combine the
reports in Sage FAS Asset Accounting. Learn how to enter bulk disposals expertise built into our standard reports and the customization features you
and bulk transfers, as well as how to get your debits and credits for get with Sage FAS Report Writer to get the report you need in just a few
posting the journal entries to your general ledger. clicks of your mouse! Get the hands-on experience that you have been
Mastering Essentials | Sage FAS Canada Fixed Assets, Sage FAS Fixed looking for to customize the report layout and headers and footers.
Assets, Sage FAS Gov Fixed Assets, Sage FAS NP Fixed Assets Report Writing Essentials | Sage FAS Canada Fixed Assets, Sage FAS
Fixed Assets, Sage FAS Gov Fixed Assets, Sage FAS NP Fixed Assets
FAS20 – Preparing for Your Fixed Asset Audit
Thursday, 9:45 a.m. – 10:45 a.m. FAS24-1 – Where Do I Begin? Installation and Setup of
Sage FAS Asset Accounting—Hands-on Session (Part 1)
Times flies, and before you know it another fiscal year will end. Do you
know what to do to close out your FAS Asset Accounting books? Are you Thursday, 8:30 a.m. – 9:30 a.m.
in compliance with the latest regulations, including GAAP and SOX? In You have the software; now what do you do? Begin your journey here.
this session, you will hear from experts on the best practices to close-out This course will help shatter your reservations about implementing Sage
your year-end and help you comply with the latest rules. Learn about all of FAS Asset Accounting by giving you real-world, hands-on experience and
the features and reports available to make preparing for your next audit a more. We will not only show you how to install the software, but configure
breeze! and administer your Sage FAS product as well!
Becoming a Power User | Sage FAS Canada Fixed Assets, Sage FAS Administering and Implementing Your System | Sage FAS Canada Fixed
Fixed Assets, Sage FAS Gov Fixed Assets, Sage FAS NP Fixed Assets Assets, Sage FAS Fixed Assets, Sage FAS Gov Fixed Assets, Sage FAS
NP Fixed Assets
FAS21 – Modifying Your Fixed Assets Records (Hands-On)
Tuesday, 3:30 p.m. – 5:00 p.m. FAS24-2 – Where Do I Begin? Installation and Setup of
Sage FAS Asset Accounting Hands-on Session (Part 2)
Learn how to handle common fixed asset scenarios in Sage FAS Asset
Accounting such as what to do when you get that extra invoice in after Thursday, 9:45 a.m. – 10:45 a.m.
depreciation has been calculated or how to modify an asset for an You have the software; now what do you do? Begin your journey here.
improvement or impairment. In this hands-on session, we will discuss This course will help shatter your reservations about implementing Sage
different situations that arise causing a change to your assets and the best FAS Asset Accounting by giving you real-world, hands-on experience and
way to make those changes. Designed for those familiar with depreciation more. We will not only show you how to install the software, but configure
basics, this session will walk you through the process of modifying asset and administer your Sage FAS product as well!
records after an asset is already placed into service, including an overview
of the methods of handling the adjustment amount calculated from a Administering and Implementing Your System | Sage FAS Canada Fixed
depreciation critical change. Assets, Sage FAS Fixed Assets, Sage FAS Gov Fixed Assets, Sage FAS
NP Fixed Assets
49
Session
Tuesday, 8:30 a.m. – Descriptions
GEN02 – Altruism, Profit, and the Basics of the 7S Model
9:30 a.m.
GEN07 – Fundamentals of Strategic Pricing
This session will be dedicated to the possibility that organizations can This session will be dedicated to the possibility that pricing should be
improve the life and business success of their team members and developed in an organization as a core competency. Creating a pricing
customers. Building a profitable entrepreneurial firm is hard work and not strategy is hard work and not for everyone. It requires us to think differently
for everyone, as it requires us to look deep into ourselves and examine than we have in the past. We must expand our view of pricing from
our beliefs as people. You are hereby invited to open a dialogue about something that is done tactically to land a customer to a broader, more
the link between altruism and profitability and also view an overview strategic concept. You are hereby invited to open a dialogue on pricing
of the 7S model for organizational development by Ed Kless, who will strategy by Ed Kless, who will facilitate this session.
facilitate this session.
Business Building | All Products
GEN08 – Stress Testing the Family and Closely-
GEN03 – Creating Shared Vision Held Business
Tuesday, 11:00 a.m. – 12:00 p.m. Tuesday, 9:45 a.m. – 10:45 a.m.
This session will be dedicated to the possibility that organizations that have Financial and operating “stress tests” have recently dominated headlines
well-defined and shared visions of their future will be better places for team in the financial press. The original idea behind stress tests is for regulators
members to work and have happier customers. Creating a well-defined to look at a bank’s financial strength to see how (or if) it can stay afloat
shared vision is hard work and not for everyone, as it requires us to look during economically poor times. Stress tests for family and closely-held
deep into ourselves and examine our beliefs as people. You are hereby businesses work in much the same way. Most financial advisors for small
invited to open a dialogue about how best to go about creating a shared to medium-sized business tend to look backwards in time, and most focus
vision for your organization by Ed Kless, who will facilitate this session. on the management of liquid assets only. Now there is a way to glimpse
forward into the future to predict future cash flows and values and to
Business Building | All Products maximize returns on illiquid assets—like the family or closely-held business.
Wayne Rivers, President of The Family Business Institute, examines how to
GEN04 – Creating Strategy in a Small Business do family and closely-held business “stress testing” and how to focus on
Tuesday, 2:15 p.m. – 3:15 p.m. where you want to go, not where you’ve been.
This session will be dedicated to the possibility that even small Business Building | All Products
organizations can create and execute meaningful strategic plans. Creating
a well-defined strategy is hard work and not for everyone, as it requires us GEN09 – Trust, Listening, and the Structured Conversation:
to begin to say no to stuff we usually say yes to. You are hereby invited to Essential Communication Skills
open a dialogue about how best to go about creating a strategy for your Tuesday, 8:30 a.m. – 9:30 a.m.
small organization by Rob Johnson and Ed Kless, who will co-facilitate this
session. The foundation of making and keeping relationships begins with making
and keeping commitments, using effective listening skills, and structuring
Business Building | All Products conversations in a meaningful way. Whether you’re a salesperson,
business owner, consultant, or somewhere in between, this session will
GEN05 – Initiating Projects in a Small Business or Small Team give you the tools to improve your communication skills. Presented by Rob
Wednesday, 8:30 a.m. – 9:30 a.m. Johnson.
This session will be dedicated to the possibility that in small organizations or Business Building | All Products
teams, projects are rarely initiated properly and therefore achieve less than
optimal results. Initiating internal projects properly is hard work and not for GEN11 – Customer Loyalty: How Loyal Customers
everyone, as it requires us to think differently than we have in the past. You Drive Growth and Profitability
are hereby invited to open a dialogue about how best to initiate new projects Tuesday, 3:30 p.m. – 4:30 p.m.
in your small organization by Ed Kless, who will facilitate this session.
There have been many studies that show how employee satisfaction
Business Building | All Products equals customer satisfaction, and those two elements equal long-term
profitability in a business. For small businesses, this is the essential piece
GEN06 – Building Community: A New Paradigm that assists you in growing. Presented by Rob Johnson.
Wednesday, 11:00 a.m. – 12:00 p.m.
This session will be dedicated to the possibility that we can create deep
meaningful communities among all the stakeholders in our businesses— GEN12 – JumpStart Your Escalator
customers, employees, vendors, et al. Creating such communities is hard Wednesday, 9:45 a.m. – 10:45 a.m.
work and not for everyone. It requires us to think differently than we have
in the past. What has to change is not external; we are the ones who must Ever feel like you’re not realizing your true potential? Like you’re walking
change. You are hereby invited to open a dialogue on a new model for around the parking lot of life, and you can’t find your car? In this
building community by Ed Kless, who will facilitate this session. action-packed session, Sage’s own author, trainer, and public speaker,
Rob Johnson, will show you five simple steps to help you—yes, even
Business Building | All Products you!—get more of what you really want out of your life. Rob’s down-to-
earth style and flat-out funny approach will guarantee you will love this
must-not-miss session!
GEN02 – GEN24
REGISTER NOW!
GEN13 – Creating a Value Proposition GEN20 – Strategically Controlling Employee

Wednesday, 11:00 a.m. – 12:00 p.m. Benefit Costs
Tuesday, 11:00 a.m. – 12:00 p.m.
Every business creates value for their customer. Your value proposition
is your value your customers derive from their relationship with your firm. Health care coverage continues to be the single largest employee-
Highly successful companies understand how to create and deliver value related expense for U.S. employers. The burden of making the best
propositions their customers want and need. This session will discuss how decision in allocating these great sums only gets tougher. Attend this
to develop and articulate your value proposition. Presented by session to learn best practices for containing employee benefits costs,
Rob Johnson. including through the use of consumer-directed healthcare plans, tax
advantaged options for financing healthcare, and alternative funding
Business Building | All Products options in health and dental plans.
GEN17 – Entrepreneurs and What Makes Them Tick: Business Building - Employer Topics | All Products
Leveraging Your Personal Assets
Tuesday, 8:30 a.m. – 9:30 a.m. GEN21 – Boosting Productivity and Profits With Effective
Absence Management and PTO Reporting
Everyone at Summit is an entrepreneur, so many share personality traits. Wednesday, 8:30 a.m. – 9:30 a.m.
Amy Cosper, Editor-in-Chief of “Entrepreneur Magazine”, has spent her
career following entrepreneurs in a myriad of industries and learning what Many companies fail to accurately track paid time off (PTO) company-wide
makes successful entrepreneurs tick. Join Amy as she shares her insights and leave money on the table. The expenses you accrue under accounting
on how entrepreneurs leverage their most common personality traits and rules often overstate costs because not all PTO is taken, even while your
some not so common to bolster personal and business success. accounting department accrues it for financial reporting purposes. Attend
this session and learn why most companies over-accrue expenses for
Business Building | All Products PTO, how the PTO reporting process breaks down, how to motivate all
managers and exempt employees to report PTO promptly, and tips for
GEN18 – PR 101: An Introduction to Public Relations reporting and accessing up-to-date PTO totals.
Wednesday, 11:00 a.m. – 12:00 p.m.
Business Building - Employer Topics | All Products
Ever wondered about Public Relations (PR)? How to write a press release?
How to get local media attention? Come learn why Public Relations may GEN22 – Top Workplace Legal Risks of the 21st Century
be one of the best and most cost-effective ways to boost your bottom Tuesday, 3:30 p.m. – 4:30 p.m.
line in a weakened economy. Members of Sage’s PR team will explain
the elements of Public Relations, including how to reach out to the press Complex workplace issues continue to challenge employers of all sizes.
through media alerts and press releases, identifying targets for your news, Issues that began surfacing earlier this decade now seem exacerbated by
what the media looks for, and practical tips to help you maximize your today’s economy that has affected employment, business growth, and the
company’s exposure to the market. overall sense of financial security. Join us to learn about the top workplace
legal risks in the twenty-first century, as well as what you can do to prevent
Business Building | All Products them in your organization.
GEN19 – Why HR Is Critical in Today’s Downturn Business Building - Employer Topics | All Products
Tuesday, 8:30 a.m. – 9:30 a.m.
GEN23 – Wage and Hour Compliance in Today’s Economy
Every day, HR professionals are stepping up to the plate to help their Wednesday, 11:00 a.m. – 12:00 p.m.
organizations confront the most serious financial crisis since the Great
Depression. They are being called upon to address a daunting array Wage and hour compliance is one of the most difficult and persistent
of workforce challenges that could significantly impact whether their problems for employers, and it has become an even greater challenge in
organizations survive the current downturn and have a solid foundation today’s economy. As employers seek to remain competitive, employee job
for success in place when the economy recovers. This presentation responsibilities may change to the point that employers’ established pay
will highlight innovative strategies HR professionals are employing to policies may no longer be adequate. In this session, you will explore the
avoid or minimize crippling layoffs, to maintain morale and employee latest wage and hour trends and learn steps you can take to help minimize
engagement, and to retain and develop top talent during this crisis wage and hour litigation risk.
period. Participants in this session will look at best practices they can
employ, drawing from SHRM Economic Stimulus Prize case studies, Business Building - Employer Topics | All Products
recent research by SHRM, and other authoritative sources, as well as
statements by leading CEOs and CHROs. GEN24 – Taxable and Non-Taxable Fringe Benefits
This session is back by popular demand for 2009. Do you understand why
fringe benefits provided by an employer must be included in an employee’s
income? In this session, you will examine the IRS’ rules and definition of
taxable income, as well as what fringe benefits don’t have to be included
in income. You will learn about Internal Revenue Code Section 132 --
Nontaxable Fringe Benefits, plus the taxation and reporting requirements of
other popular fringe benefits.
51
GEN25 – What You Need To Know About Human Resource
Management Technology
GEN30 – Advantages: Streamline and Strengthen Your Planning
and Budgeting With Sage Active Planner
Wednesday, 3:30 p.m. – 4:30 p.m. Tuesday, 3:30 p.m. – 4:30 p.m.
Budgeting for and adopting HRMS technology can be especially In today’s competitive marketplace, it’s crucial to have a flexible, scalable
challenging for growing small and mid-sized organizations. There are a and powerful budgeting solution to help you accomplish your strategic
myriad of factors to successfully determine the capabilities that are most goals. Spreadsheets and other manual methods are time consuming and
appropriate for each organization. In this session, we will discuss how can not adjust rapidly or provide the controls and flexibility needed to gain
and why the HR function matures and HRMS needs change as small control of this all important process. With Sage Active Planner you can not
and mid-size organizations grow and evolve. We will examine the various only automate your budgeting process to save significant and valuable
components of HR/payroll systems and how using the technology can time, but you can improve the accuracy of your plan and more efficiently
help reduce costs, improve efficiency, and support decision making. analyze the information contained within it. During this session, the unique
strengths and flexibility inherent with Sage Active Planner will be reviewed
along with how it leverages ODBC to work with any open database GL
such as MAS 90, MAS 200, Timberline, Accpac or MIP to provide a
GEN27 – Stimulating Compliance complete planning environment.
Mastering Essentials | All Products
Recent law changes have had a big impact on the way we do business.
In this session, you’ll learn about the tools that are available to help you GEN31 – Can Time Really Be Managed
relieve the compliance burden. Whether you’ve been impacted by new
Wednesday, 9:45 a.m. – 10:45 a.m.
COBRA standards, sales tax changes, or are just overwhelmed with
Payroll tax filings, you’re not alone. Attend this session to learn more about Apply the tools and techniques in this session to meet contemporary time
the changes resulting from the stimulus package and other regulations and challenges and balance the demands of work and personal life. A revision
leave with new ideas for easing the pain of complying. of the classic ‘time management’ course this one gives you proven time
management strategies to increase your productivity and your efficiency.
All Products, Sage Accpac, Sage MAS 200, Sage MAS 500, Sage
You’ll discover how to use effective systems for setting and achieving your
MAS 90
goals and reducing on-the-job stress. Objective: Develop a system for
managing time by using a self-audit, personal planner, and plan of action;
GEN28 – Putting Social Media to Work for You develop skills to use delegation in traditional work settings as well as team-
Tuesday, 9:45 a.m. – 10:45 a.m. based environments
Are you among the 41% of adult Americans who use social media? Is All Products
your business among the 51% of small and mid-sized businesses who
leverage social media to gain and retain customers? Are you tired already GEN33 – Managing a Successful Association-wide Project
of hearing about Twitter, Facebook, blogs, and communities? Or do you
Tuesday, 2:15 p.m. – 3:15 p.m.
want to understand how these tools could help you do your job better, and
maybe also help your company succeed better? This session will be an In January 2009, we started a project to restructure our financial chart
introduction to the various social media, how you can use them to better of accounts. The project goal was to be able to provide a common
use your Sage products, and how you could deploy them in support of framework for the Association’s chapters and national office that would:
your own customers and employees. give the flexibility to address internal and external reporting and accounting
needs; facilitate tracking and analysis; and enhance the ability to provide
support to our chapters. Prior to the official start of the project, much
time was spent on the functional as well as technical fronts to gain
GEN29 – The Budget Process: Four Steps to a More Efficient consensus, lay the groundwork and identify key milestones for activities
and Accurate Forecast that would take us to the implementation of a new chart of accounts on
Tuesday, 9:45 a.m. – 10:45 a.m. July 1, 2009. MAS 500, FRx and many other Association applications and
processes were affected. The project plan included identifying key team
While most companies acknowledge the importance of planning and
members, establishing a detailed task list with targets, identifying and
budgeting within their business management environment, many struggle
addressing issues and reporting progress and sharing process changes
for an effective, accurate and efficient way to perform and organize
and information with key stakeholders. We developed a project checklist
such a task. This session will take a overall look at the corporate budget
that helped us stay on track. We’ll share our success stories as well as
process and outline the path for improvement. Included will be the need
Lessons Learned.
for a realistic evaluation of an organization’s current process, the building
of consensus in the need for change and the commitment to update the All Products
process to align the budget with corporate strategic goals and to the
highest level of automation possible. With this emphasis on a four step GEN35 – Use Crystal Reports® and Xcelsius® Software to Make
process: Analyze, Justify, Refine and Evolve, attendees will not be provided Informed Decisions
a silver bullet, but rather realist steps that will enable the streamlining and
improving of their budgeting process.
Learn how to take valuable data stored in Sage business solutions such
as Sage MAS, Sage Accpac, Sage SalesLogix and others and transform
it into dynamic interactive reports and insightful dashboards that can

GEN25 – HPT06-2
REGISTER NOW!
communicate the information required to make informed decisions. The HPT03 – Sage Abra Alerts, Will Robinson!
Crystal Reports and Xcelsius product demonstration will show you the Tuesday, 2:15 p.m. – 3:15 p.m.
latest features and benefits of these products. See a transformation in the
way you work when you have the ability to see, at any point in time, the Don’t be lost in space by missing this Sage Abra Alerts space odyssey.
status of your business and where you need to improve. We will learn how to track changes in Sage Abra, send action notifications,
make your life easier, and secure your Sage Abra environment. At the end
All Products of this odyssey, you will be light years ahead of the competition.
GEN36 – The Donut Challenge: Write a report faster than eating Administering and Implementing Your System | Sage Abra HRMS
a donut with DataSelf BI
HPT04 – Sage Abra Benefits Open Enrollment Rodeo
Wednesday, 9:45 a.m. – 10:45 a.m.
Thursday, 11:00 a.m. – 12:00 p.m.
Imagine writing your own reports without technical help. What’s more,
do it faster than you can eat a donut. No kidding. On average, DataSelf Hey cowgirls and cowboys, come join us for a Sage Abra Benefit
Business Intelligence (BI) allows managers to fulfill from 70% to 100% of Enrollment Rodeo! In this session, we will be rounding up the herd of Open
their reporting needs without help from tech support. Bonus: DataSelf BI Enrollment questions and branding them with answers. Learn the tips and
also comes with over 2,000 reports and key performance indicators (KPIs) tricks of building a successful Open Enrollment and lassoing a happy herd
predefined. Learn more from your data than you thought you could. Come of employees. Whether you’re a weathered cowpoke or a city slicker in for
see how you can build your own reports from scratch. See a step-by-step your first ride, you’ll be the grand master champion of the rodeo.
demo of ad-hoc analysis in action. Learn how to unlock the competitive
Administering and Implementing Your System | Sage Abra HRMS
advantage of mining your data for critical business information and trends.
Donuts included.
HPT05 – Crystal Guru Hands-On: Become the Ultimate
All Products Sage Abra Crystal Guru in Subreports
Tuesday, 11:00 a.m. – 12:30 p.m.
HPT01A – Introduction to Sage Abra
Become the subreports Ultimate Crystal Guru with this advanced level
Tuesday, 9:45 a.m. – 10:45 a.m.
hands-on session focused on the most challenging of fortune telling skills:
Sage Abra is the HR management system of choice that integrates with formatting, linking, and inserting a subreport with a primary report and
Sage accounting and solutions including Sage MAS 90, Sage MAS 500, sharing variables between subreports. The Crystal Ball reveals a bright
Sage MIP Fund Accounting, Sage Accpac, and Sage Timberline Office. An future for attendees of this hands-on session. Please note that this lab is
end-to-end HR Solution, Sage Abra comprises the entire “Employee Life for advanced users.
Cycle” including HR, benefits, ESS, attendance, recruitment, training, and
Becoming a Power User | Sage Abra HRMS
payroll. Attend this session, and learn more about this flexible HR solution
designed with your needs and budget in mind.
HPT06-1 – Crystal Guru Hands-On: Formulating and
Business Building - Employer Topics | All Products Calculating the Path to Your Future With Crystal and
Sage Abra (Part 1)
HPT01B – Introduction to Sage Abra Wednesday, 2:15 p.m. – 3:15 p.m.
Tuesday, 11:00 a.m. – 12:30 p.m.
One of the Crystal Guru’s master fortune telling classes, this advanced
Sage Abra is the HR management system of choice that integrates with level hands-on session is designed for Crystal users who are on the path
Sage accounting and solutions including Sage MAS 90, Sage MAS 500, to becoming the Ultimate Crystal Guru. The Crystal Guru will dive into your
Sage MIP Fund Accounting, Sage Accpac, and Sage Timberline. An future and show you the intricacies of report writing, including formulas,
end-to-end HR Solution, Sage Abra comprises the entire “Employee Life calculations, wild cards, string functions, and nested IF statements, among
Cycle” including HR, benefits, ESS, attendance, recruitment, training, and other mysteries revealed by the Crystal ball. Don’t miss this opportunity on
payroll. Attend this session, and learn more about this flexible HR solution your path to becoming an Ultimate Crystal Guru! Please note that this lab
designed with your needs and budget in mind. is for advanced users.
Business Building - Employer Topics | All Products Becoming a Power User | Sage Abra HRMS
HPT02 – Get Smart—Secure your Sage Abra Data From Chaos HPT06-2 – Crystal Guru Hands-On: Formulating and
Calculating the Path to Your Future With Crystal and
Tuesday, 8:30 a.m. – 9:30 a.m.
Sage Abra (Part 2)
Every good secret agent knows that data security is vital to the success Wednesday, 3:30 p.m. – 4:30 p.m.
of the mission. Our world-renowned spy will share sources and methods
for protecting your most valuable commodity: your Sage Abra employer One of the Crystal Guru’s master fortune telling classes, this advanced
data. Your mission contact will guide you through a step-by-step covert level hands-on session is designed for Crystal users who are on the path
operation involving data structure, best practices, and common data to becoming the Ultimate Crystal Guru. The Crystal Guru will dive into your
security issues. future and show you the intricacies of report writing, including formulas,
calculations, wild cards, string functions, and nested IF statements, among
Administering and Implementing Your System | Sage Abra HRMS other mysteries revealed by the Crystal ball. Don’t miss this opportunity on
your path to becoming an Ultimate Crystal Guru! Please note that this lab
is for advanced users.
53
Session
Thursday, 11:00 a.m.Descriptions
HPT08 – Crystal Guru: Decode Your Sage Abra Data
– 12:00 p.m.
we will explore an end-to-end review of the year-end payroll process,
including best practices, common challenges, and how to avoid pitfalls.
The Crystal Guru is here to help you learn how to get the most from your Administering and Implementing Your System | Sage Abra HRMS
HR and payroll data by building on your existing skills. The Guru will share
the secrets of decoding calculated fields, date-driven parameters, and HPT13 – Bedazzle Your Abra With Toolkit
date calculations. Devotees of the Crystal Guru will leave this session with Wednesday, 11:00 a.m. – 12:00 p.m.
a greater understanding of common date-driven reporting options. Please
note that this lab is for intermediate users. Learn how Sage Abra Toolkit can bedazzle your HR and Payroll menus by
designing custom pages, menus, sub-menus, and icons. In this session,
Becoming a Power User | Sage Abra HRMS see how you can create a Sage Abra experience that is a perfect fit and
tailor-made for your organization’s needs.
HPT09 – Crystal Guru: Master Fortune Teller With Sage Abra
Tuesday, 9:45 a.m. – 10:45 a.m.
Come meet the Crystal Guru to discover the exciting world of data and file HPT14 – New Commission Opportunity: New Payroll Services
structure. This session on Crystal Report Writer® will teach how to get the Alliance With CompuPay
most from your HR and payroll data. With our Crystal Ball, we will explore Tuesday, 11:00 a.m. – 12:30 p.m.
the foundation of successful reports and unlock the future of clear and
concise reporting. Channel the right data for the right report that meets Learn more about the new trends in outsourced and online payroll services
your business’s needs using best practices methodology. Visit the Guru for through Sage’s alliance with CompuPay. Clients utilizing this service enjoy
your burning report needs. Please note that this session is for beginners. the unique webservices integration between software and online payroll
eliminating redundant tasks and maximizing workflow. Affordable and
Mastering Essentials | Sage Abra HRMS flexible, CompuPay handles payroll deposits, wage garnishment, and
reporting and tax filing, and it keeps up-to-date with all legislative changes
HPT10 – Managing Through the Storm With Sage Abra Data Tools for federal, state, and local taxing authorities. Through this alliance, Sage
Tuesday, 2:15 p.m. – 3:15 p.m. clients have the benefit of full service outsourced payroll services with one
of the nation’s leading online payroll providers.
Are you in the storm and stuck without an umbrella? Navigate your way
to sunny skies by using tools within Sage Abra to identify cost-saving Business Building | All Products
opportunites and manage change within your business. Learn how
to create navigation charts, graphs, and spreadsheets using critical HPT15 – What’s New in Sage Abra
employee data that will help the captains of your organization steer the Monday, 3:30 p.m. – 4:30 p.m.
ship to calmer waters.
Join us for a preview of what is coming in the next release of Sage Abra.
Administering and Implementing Your System | Sage Abra HRMS Get details about product updates and services, as well as an up-to-date
timeline of events.
HPT11 – Sage Abra Extreme Makeover Edition
What’s New and Product Intro | Sage Abra HRMS
Thursday, 9:45 a.m. – 10:45 a.m.
Learn how the Sage Abra User Interface has been revitalized with these HPT20 – Managing Through the Storm With Sage
Fall Fashion favorites to increase productivity, simplify the user experience, Abra Data Tools
and look dapper in the process. Wednesday, 8:30 a.m. – 9:30 a.m.
Looking Ahead at Product Futures | Sage Abra HRMS Are you in the storm and stuck without an umbrella? Navigate your way
to sunny skies by using tools within Sage Abra to identify cost-saving
HPT12A – Year-End Processing With Sage Abra Payroll opportunites and manage change within your business. Learn how
Tuesday, 3:30 p.m. – 4:30 p.m. to create navigation charts, graphs, and spreadsheets using critical
employee data that will help the captains of your organization steer the
Attend this session, and learn how to close out your year without stress ship to calmer waters.
and burdens. A successful year-end Sage Abra Payroll process is easy
when you know the proper procedures and guidelines. During this session, Administering and Implementing Your System | Sage Abra HRMS
we will explore an end-to-end review of the year-end payroll process,
including best practices, common challenges, and how to avoid pitfalls. HPT22 – Sage Abra Extreme Makeover Edition
Administering and Implementing Your System | Sage Abra HRMS Thursday, 9:45 a.m. – 10:45 a.m.
Learn how the Sage Abra User Interface has been revitalized with these
HPT12B – Year-End Processing With Sage Abra Payroll Fall Fashion favorites to increase productivity, simplify the user experience,
Thursday, 8:30 a.m. – 9:30 a.m. and look dapper in the process.
Attend this session, and learn how to close out your year without stress Looking Ahead at Product Futures | Sage Abra HRMS
and burdens. A successful year-end Sage Abra Payroll process is easy
when you know the proper procedures and guidelines. During this session,

HPT08 – MAS08-1
REGISTER NOW!
MAS01-1 – Applications Buffet: Productivity Tips for Multiple MAS05 – Getting the Most Out of SageSoftwareOnline.com and
Key Sage MAS 90 and 200 Modules (Part 1) Other Online Resources
Tuesday, 2:15 p.m. – 3:15 p.m. Wednesday, 9:45 a.m. – 10:45 a.m.
Keeping your business operations running at a maximum level by This session will provide you with an understanding of key online resources
utilizing the resources available is the key to many successful businesses to get you the information you need when you need it. You will learn how
today. This session will discuss ways your business can enhance the to manage your company and contact information, review case history and
performance of processing within the Sage MAS 90 and 200 Accounts support plans, do online case submission, or add additional information to
Receivable, Sales Order, Accounts Payable, Purchase Order, General your case. We will take an in-depth look at the Support knowledgebase
Ledger, and Bank Reconciliation modules. The session will also explore and guide you on how to get the most out of your searches. You will learn
recent module enhancements, common issues, and frequently asked where to locate the current product updates and discover how you can
questions that relate to the daily processing flow. Experience increased interact with your peers via the Sage MAS Community Forums to find out
productivity and efficiency in these modules by attending this valuable how they are using the system to meet specific business needs.
session. (Part 1 of 2)
Mastering Essentials | Sage MAS 200, Sage MAS 500, Sage MAS 90
Becoming a Power User | Sage MAS 200, Sage MAS 90
MAS06 – Getting the Most Out of Sage MAS 500 Business
MAS01-2 – Applications Buffet: Productivity Tips for Multiple Insights Explorer and Analyzer
Key Sage MAS 90 and 200 Modules (Part 2) Wednesday, 3:30 p.m. – 4:30 p.m.
Tuesday, 3:30 p.m. – 5:00 p.m.
Not currently using Business Insights Explorer (BIE) or Analyzer (BIA)? This
(Part 2) Keeping your business operations running at a maximum level by session goes through the basics and beyond. Come see how to navigate
utilizing the resources available is the key to many successful businesses and get the data you have been looking for. If you are using BIE or BIA but
today. This session will discuss ways your business can enhance the would like to expand your knowledge, we will show you additional features
performance of processing within the Sage MAS 90 and 200 Accounts and techniques, and we will also demonstrate how to turn BIE data into a
Receivable, Sales Order, Accounts Payable, Purchase Order, General Crystal Report. This session will provide you with the information you need
Ledger, and Bank Reconciliation modules. The session will also explore to use BIE and BIA to best fit your business needs
recent module enhancements, common issues, and frequently asked
questions that relate to the daily processing flow. Experience increased Becoming a Power User | Sage MAS 500
productivity and efficiency in these modules by attending this valuable
session. MAS07 – What Do You Do When the Numbers Don’t Make Sense
in Sage MAS 500 Inventory Management?
Tuesday, 11:00 a.m. – 12:00 p.m.
MAS03 – Keys to Success With Sage MAS 500 Material You won’t want to miss this informative session! We will begin by
Requirements Planning reviewing the different valuation methods and what they mean to
Tuesday, 9:45 a.m. – 10:45 a.m. your processes. Next, we will evaluate how inventory costing options
affect your inventory. Physical Inventory also adjusts both cost and
Your Sage MAS 500 Manufacturing solution is up and running, but are quantities, so we will provide helpful tips for processing your physical
you utilizing Material Requirements Planning (MRP) to its full potential and count. We will also give you a sneak peak at some of the Version 7.3
gaining the maximum return on investment from your implementation? Do Physical Inventory Improvements. You will leave this session with an
you know how the numerous work order, purchase order, and sales order understanding of your inventory cost and quantities, helpful hints for
dates are intreted in an MRP generation? Are you challenged by all the smooth processing, and some troubleshooting tips as well.
generation options? What do they mean, and how should they be set for a
complete, single-pass MRP generation? Do you understand the impact of Mastering Essentials | Sage MAS 500
Advanced Planning and Scheduling in an MRP generation? In this session,
discover the keys to successfully utilizing Material Requirements Planning MAS08-1 – Configuring and Troubleshooting Sage MAS 90 and
and achieving the maximum benefit for your organization. 200 Version 4.x (Part 1)
Mastering Essentials | Sage MAS 500
This two-part session provides you with the best tools available for
MAS04 – Discover Manufacturing Synchronization in Sage MAS troubleshooting Sage MAS 90 and 200 v4.x applications. You will
500: The Secret Weapon for Manufacturers learn about upgrade preparation and updated requirements, as well as
Wednesday, 9:45 a.m. – 10:45 a.m. troubleshooting techniques, dealing with common and not so common
errors, and most importantly, how to effectively address common real-life
Are you hunting for new ideas and concepts to enhance your issues. Don’t miss this opportunity to stay on top of the Sage MAS 90 and
manufacturing capabilities with Sage MAS 500? It’s right at your fingertips 200 troubleshooting game!
and ready to start enhancing your manufacturing performance! Product
Definition plus Materials Requirements Planning plus Advanced Planning Administering and Implementing Your System | Sage MAS 200,
and Scheduling creates Manufacturing Synchronization the secret weapon Sage MAS 90
for manufacturers. Discover how you can improve performance and
reduce costs with this new secret weapon by attending this thought-
provoking, demonstration-based session.
Becoming a Power User | Sage MAS 500
55
MAS08-2 – Configuring and Troubleshooting Sage MAS 90 and
200 Version 4.x (Part 2)
users by implementing the CS ODBC driver for Sage MAS 200, and
troubleshooting common errors.
Wednesday, 3:30 p.m. – 5:00 p.m. Report Writing Essentials | Sage MAS 200, Sage MAS 90
This two-part session provides you with the best tools available for
troubleshooting Sage MAS 90 and 200 v4.x applications. You will MAS11-2 – It’s Crystal Clear: Getting the Most Out of Your
learn about upgrade preparation and updated requirements, as well as Crystal Reports for Sage MAS 90 and 200 (Part 2)
troubleshooting techniques, dealing with common and not so common Wednesday, 11:00 a.m. – 12:30 p.m.
errors, and most importantly, how to effectively address common real-
life issues. Don’t miss this opportunity to stay on top of the Sage MAS This two-part session is designed for intermediate to advanced Crystal
90 and 200 troubleshooting game! Reports users. This session will advance your ability to create and modify
Crystal Reports and forms in a Sage MAS 90 and 200 environment.
Administering and Implementing Your System | Sage MAS 200, Topics will include improving performance, integrating user-defined fields
Sage MAS 90 into reports, modifying existing reports, improving performance for remote
users by implementing the CS ODBC driver for Sage MAS 200, and
MAS09 – Tips and Tricks for Using Report Manager With Crystal troubleshooting common errors.
Reports in Sage MAS 90 and 200
Report Writing Essentials | Sage MAS 200, Sage MAS 90
Tuesday, 3:30 p.m. – 5:00 p.m.
This session familiarizes Sage MAS 90 and 200 users with the procedures MAS12 – Take Sage MAS 500’s New Credit Card
and processes for effectively managing forms and reports in the Sage Processing Feature for a Test Drive (Hands-On)
MAS 90 and 200 v4.x business framework environments. Topics covered Thursday, 8:30 a.m. – 9:30 a.m.
include new file structures, user-defined fields, and differences in form
codes and report settings, as well as adding reports to the menu and Harness the power of the new Credit Card integration in Sage MAS 500
creating global reports and forms for all users. v7.3. Learn how to take advantage of the many ways you can tweak
Credit Card processing to fit your business needs. This hands-on lab will
Report Writing Essentials | Sage MAS 200, Sage MAS 90 show you how to take a credit card during the sale, capture funds during
shipping, process a credit card refund, and generate Cash Management
MAS10-1 – Tips and Tricks for Sage MAS 90 and 200 Visual deposits from the end-of-day settlement processing.
Integrator (Part 1)
Tuesday, 8:30 a.m. – 9:30 a.m.
This two-part session will familiarize users with Visual Integrator concepts MAS13 – Customize Sage MAS 500 Business Insights
and discuss how to structure and build imports and exports for both Dashboard With Build-Your-Own Web Parts
legacy and business framework modules. Common mistakes and (Hands-On Lab)
errors will be illustrated using actual Visual Integrator job examples and Wednesday, 9:45 a.m. – 10:45 a.m.
demos. Changes in business framework jobs will be highlighted and
troubleshooting techniques will be discussed. The Business Insights Dashboard is a great tool for keeping an eye on your
company’s vital signs, but did you know you can extend that functionality?
Becoming a Power User | Sage MAS 200, Sage MAS 90 This hands-on lab will show you how to build your own custom Web part
to put the information you need on your Dashboard. Bonus feature: learn
MAS10-2 – Tips and Tricks for Sage MAS 90 and 200 Visual how to incorporate Google Charts into your Web parts.
Integrator (Part 2)
Tuesday, 9:45 a.m. – 10:45 a.m.
This two-part session will familiarize users with Visual Integrator concepts MAS14 – Getting Started With Data Import Manager for
and discuss how to structure and build imports and exports for both Sage MAS 500
legacy and business framework modules. Common mistakes and Wednesday, 2:15 p.m. – 3:15 p.m.
errors will be illustrated using actual Visual Integrator job examples and
demos. Changes in business framework jobs will be highlighted and Data Import Manager is a powerful tool for bringing data and
troubleshooting techniques will be discussed. transactions into Sage MAS 500, but it can be daunting for the new
user. In this session, you will be introduced to the Data Import Manager
Becoming a Power User | Sage MAS 200, Sage MAS 90 tool and will learn the basics of how to make it work to solve your data
integration challenges.
MAS11-1 – It’s Crystal Clear: Getting the Most Out of Your
Crystal Reports for Sage MAS 90 and 200 (Part 1) Becoming a Power User | Sage MAS 500
Wednesday, 9:45 a.m. – 10:45 a.m.

MAS15A – Explore the Changes in Sage MAS 500
This two-part session is designed for intermediate to advanced Crystal v7.3 (Hands-On)
Reports users. This session will advance your ability to create and modify Tuesday, 11:00 a.m. – 12:30 p.m.
Crystal Reports and forms in a Sage MAS 90 and 200 environment.
Topics will include improving performance, integrating user-defined fields You spoke; we listened. Join us for a hands-on session to experience
into reports, modifying existing reports, improving performance for remote the Sage MAS 500 v7.3 enhancements that you requested. Learn the
new physical inventory enhancements, such as grid entry and improved
reporting and posting. You will also learn about the sales order workflow

MAS08-2 – MAS27
REGISTER NOW!
improvements, Vendor and Customer Merge, PDF printing capabilities, MAS20 – Personalizing Sage MAS 500 With Customizer
and much more. Get your hands on what’s new with v7.3. Tuesday, 9:45 a.m. – 10:45 a.m.
Mastering Essentials | Sage MAS 500 You don’t need programming skills to customize Sage MAS 500 to
work the way you need it. This session will show you how to change the
MAS15B – Explore the Changes in Sage MAS 500 appearance of screens to increase the productivity of your day-to-day
v7.3 (Hands-On) tasks in Sage MAS 500, as well as how to add additional fields for tracking
Wednesday, 11:00 a.m. – 12:30 p.m. and reporting.
You spoke; we listened. Join us for a hands-on session to experience Becoming a Power User | Sage MAS 500
the Sage MAS 500 v7.3 enhancements that you requested. Learn the
new physical inventory enhancements, such as grid entry and improved MAS21 – Sage MAS 90 and 200 Customer Panel
reporting and posting. You will also learn about the sales order workflow Tuesday, 9:45 a.m. – 10:45 a.m.
improvements, Vendor and Customer Merge, PDF printing capabilities,
and much more. Get your hands on what’s new in v7.3. Join us for an interactive discussion with a panel of Sage MAS 90 and
200 customers, and learn how they meet their unique challenges and
Mastering Essentials | Sage MAS 500 improve their businesses by leveraging their system. They’ll share how
they improve their productivity, reduce their costs, and streamline their
MAS16 – Getting Started With Sage MAS 500 Business workflows and operations. You’ll have the opportunity to ask questions
Insights Dashboard (Hands-On) and discuss the topics that are most important to you.
Tuesday, 2:15 p.m. – 3:15 p.m. Mastering Essentials | Sage MAS 200, Sage MAS 90
Attend this hands-on session to learn how to install and configure
Business Insights Dashboard. Discover how this customizable solution MAS22 – MAS doc-link(TM) Document Imaging &
puts up-to-date sales statistics, key Sage MAS 500 data, industry news, Workflow Solutions
and competitive intelligence at your fingertips. Wednesday, 9:45 a.m. – 10:45 a.m.
Becoming a Power User | Sage MAS 500 Integrated to the Sage suite of products, doc-link document management
solutions electronically captures, workflows, routes, and archives
MAS17 – Customize Your Views in the Sage MAS 500 business documents and reports to reduce handling costs and improve
DataView Context Menu (Hands-On) communication. Combining best practices, state-of-the-art technology,
Wednesday, 8:30 a.m. – 9:30 a.m. and sound implementation methods into an affordable package has
made doc-link the document management choice among Sage software
This hands-on session will introduce you to the Sage MAS 500 Business users, and the exclusive Endorsed Solution selected and marketed by
Insights Explorer (BIE) DataView Context Menu. Learn how you can Sage. Attend our session, and learn how you can reduce costs, enhance
customize existing views and create new custom BIE views using this productivity, and ensure business continuity with doc-link! Real-world
powerful tool. case studies will also be highlighted to illustrate the breadth of doc-link’s
Becoming a Power User | Sage MAS 500 capabilities and its ROI.
Exploring Integration | Sage MAS 200, Sage MAS 500, Sage MAS 90
MAS18 – Getting to Know Crystal Reports for Sage MAS
500 (Hands-On) MAS25 – When is Advanced Planning and Scheduling (APS) the
Thursday, 9:45 a.m. – 10:45 a.m. Wrong Choice?
Need to design a new Sage MAS 500 report and not sure where to begin? Wednesday, 11:00 a.m. – 12:00 p.m.
Being able to design reports that can help you make business decisions Production scheduling for manufacturers is a difficult job, with many
is easier than you think with Crystal Reports. This is an ideal session for workable approaches. Planners are called upon to create reliable
beginners who want to learn the basics of Crystal Reports and who want schedules quickly using the information they have available. This session
to get to know this powerful, easy-to-use reporting tool. At the end of this will compare and contrast various methods for production planning and
session, you will be ready to go back to your office and begin designing scheduling, including spreadsheets, material requirements planning (MRP)
your own reports. This is a hands-on session. and capacity planning, production meetings, visual tools such as magnetic
Report Writing Essentials | Sage MAS 500 boards, and advanced planning and scheduling (APS) software. The pros
and cons of these methods will be presented. Tools for making informed
decisions about the functional and financial benefits and drawbacks of
MAS19 – Experience the Fully-Integrated Sage MAS 90
each will be shared. Several of these same tools can be useful in making
and 200 Extended Enterprise Suite (Hands-On)
logical and well-informed decisions about technology in general.
Tuesday, 3:30 p.m. – 5:00 p.m.
Exploring Integration | Sage MAS 200, Sage MAS 500, Sage MAS 90
Attend this session for hands-on experience with the fully-integrated and
powerful Sage MAS 90 and 200 Extended Enterprise Suite. Discover MAS27 – How to Create Financial Reports in Excel via Live
how the integrated CRM system dynamically links processes, information Access to Your GL Using F9
workflows, and communication channels. You may realize the answer to
your customer relation issues is at your fingertips. Thursday, 8:30 a.m. – 9:30 a.m.
Mastering Essentials | Sage FAS Fixed Assets, Sage MAS 200, Sage F9 is a complementary financial reporting solution available for most Sage
MAS 90, SageCRM products including Sage MAS 90. Microsoft Excel users already know how
valuable spreadsheets are for financial reporting. F9 leverages that value
57
by delivering your GL data directly to Microsoft Excel through a dynamic
live link to the most current information, with no exports or manual entries
workflow to add or update records in Sage solutions. The bottom-
line is Sage KnowledgeSync provides immediate ROI and is the ideal
required. Learn how to build easy and flexible reports from the ground solution in a challenging economy where businesses need to do more
up, view sample reports, and use the analysis and drilldown capabilities with less to survive.
to get the information you need out of your source GL. Once a report is
designed, recalculating a report is as easy as pushing the F9 key, and Exploring Integration | Sage MAS 200, Sage MAS 500, Sage MAS 90
reports are always timely, consistent, and complete. If you know Excel,
you know F9. This session will cover how to consolidate data from multiple MAS32 – Manage and Pay Your Employees With Sage MAS 500
sources; drill down from the report to the data origin; retrieve and edit GL Tuesday, 2:15 p.m. – 3:15 p.m.
budget information in Microsoft Excel; create fully-formatted, dynamic
reports in just seconds; create budget reports and write back budgets to Come learn how Sage Abra has been integrated with Sage MAS 500
the source GL; create pivot table reports; slice and dice the financial data; to deliver an efficient and cost-effective solution to manage employees.
and create graphs and charts. Track and report on employee data that is scattered across multiple
systems and spend less time handling paperwork, so you can focus on
Report Writing Essentials | Sage MAS 200, Sage MAS 90 more pressing priorities. Meet federal and state rules, regulations, and
reporting requirements to protect your company from fines and penalties.
MAS28 – Did You Know Sage MAS 500 Could Do That? Avoid workplace issues that can result in employee lawsuits. Stay current
Tuesday, 11:00 a.m. – 12:00 p.m. with employment laws, regulations, and reporting requirements, including
EEO, FMLA, HIPAA, COBRA, OSHA, Workers’ Comp, I-9, and more. Run
Are you new to Sage MAS 500 or a slightly seasoned user? Regardless, accurate payrolls on time, every time from setup to year-end closing.
there’s something in this demonstration-based session for you. We will
explore some of the powerful—yet somewhat unknown usability features Exploring Integration | Sage Abra HRMS, Sage MAS 500, Sage
in the software. We’ll be using Version 7.3 as our demonstration tool with TimeSheet
brief stops in a variety of modules. Come and learn how to make your daily
interaction with the software easier and more fun. MAS33 – Improving Sage MAS 500 Inventory Management With
Warehouse Automation and RFID
Mastering Essentials | Sage MAS 500
MAS29 – Enhancing Your Supply Chain and Products With Learn how to use barcodes, handheld scanners, and RFID technology to
Custom Fields, Screens, and Reports take control of your inventory once and for all. This session will help you
Wednesday, 8:30 a.m. – 9:30 a.m. to understand all of your technology options, and it will provide a step-by-
step overview of the hardware, software, and services necessary to create
Trying to manage the supply chain across multiple manufacturing sites, a fully-automated warehouse.
warehouses, and international regulations is a big challenge. Sage MAS
90 gives us a way to improve the supply chain process by using custom Mastering Essentials | Sage MAS 500
fields (UDFs), Customizer, and Crystal Reports. This session offers
ways to utilize customizations in Inventory, Purchase Order, Customer MAS34 – Getting Down to Business With Business Insights
Maintenance, and Sales Order to streamline distribution from the initial Explorer for Sage MAS 90 and 200
sales order to invoicing. We’ll also cover how to help enforce regulatory Tuesday, 11:00 a.m. – 12:30 p.m.
requirements (such as the recent CPSIA ruling on phthalates), develop
product sheets, and track customer requirements. Production tracking Business Insights Explorer (BIE) offers Sage MAS 90, 200, and Extended
enhancements such as status, ship time, and packaging exceptions will be Enterprise Suite users a tool that can revolutionize the way you work with
discussed. This session includes time for the audience to share ideas and accounting data. During this informative session, you will not only learn
experiences. UDF, Customizer, and Crystal Reports training is not part of the basics of working with BIE, you will also see how you can turn BIE into
the session. Prior experience with UDFs, Customizer, and Crystal Reports a role-based portal to help you maximize the efficiency of your staff and
is not necessary, but will be helpful. As long as you have someone you can business processes. You will also get some tips and tricks to ensure top
go to for customizing, this session will be beneficial. performance from Business Insights Explorer.
Sage MAS 200 Mastering Essentials | Sage MAS 200, Sage MAS 90
MAS31 – Sage KnowledgeSync Alerts and Workflow for MAS35 – Why You Need Sage MAS 500 Version 7.3
Sage MAS Tuesday, 8:30 a.m. – 9:30 a.m.
Wednesday, 11:00 a.m. – 12:00 p.m. Are credit card transactions an important part of your business? Do you
In this session, you will learn all about Sage KnowledgeSync, the one- wish the process of conducting inventory physical count was easier?
and-only Endorsed Solution for alerts and workflow for the Sage MAS Would your production activities benefit from increased performance and
products. You’ll see how Sage KnowledgeSync automates redundant scalability? If so, these are just a few of the reasons you need to upgrade
tasks such as sending invoices and statements, performs “exception to Sage MAS 500 version 7.3! Join us to hear more about the new
management” such as alerting for unapproved discounts and excessive features and benefits available with the upcoming release of Sage MAS
cost increases, identifies and responds to trends like identifying 500.
clients who have changed their buying habits or have not purchased Looking Ahead at Product Futures | Sage MAS 500
recently, generates and distributes Crystal Reports, monitors business
conditions between multiple business applications, and triggers

MAS28 – MAS45
REGISTER NOW!
MAS36 – Best Practices for Credit and Collections Managment MAS41 – Sage MAS 500 Business Insights Explorer: Not
in Sage MAS 90 and 200 Business as Usual
Wednesday, 2:15 p.m. – 3:15 p.m. Tuesday, 2:15 p.m. – 3:15 p.m.
Accounts Receivable assets are among the largest and most liquid holdings Business Insights Explorer (BIE) offers Sage MAS 500 customers a
on the books of most companies. When properly managed, the Accounts tool that can revolutionize the way they work with their data. During
Receivable portfolio helps expedite cash flow and supports corporate cash this informative session, you learn the basics of working with BIE and
requirements. The ultimate goal of Accounts Receivables management the context menu utility to create a role-based portal that enables you
is to increase working capital. During this session, learn how to use Sage to maximize the efficiency of your staff and business processes. You
MAS 90, 200, and Extended Enterprise Suite to better manage your Credit will also learn tips and tricks to ensure top performance from Business
and Collections processes. You will also learn that the timely collection of Insights Explorer.
receivables depends a great deal on customer satisfaction, turning it into an
effective gauge of the importance Accounts Receivable places on customer Mastering Essentials | Sage MAS 500
service. To that end, most leading companies incorporate a customer-
focused approach into Credit and Collections Management. Come and MAS42 – Understanding Customer Relationship Management
learn these best practices for best results. (CRM) in Sage MAS 90 and 200 Extended Enterprise Suite
Mastering Essentials | Sage MAS 200, Sage MAS 90
Are you unsure if you can benefit from Customer Relationship
MAS37 – Sage MAS Virtualization Compatibility Management (CRM)? This session will acquaint you with the concepts
Tuesday, 11:00 a.m. – 12:00 p.m. of Customer Relationship Management, and you will see how Sage
MAS 90 and 200 Extended Enterprise Suite provides a powerful and
In this session, you will learn about the most popular virtual environments fully-integrated CRM system to dynamically link processes, information,
and develop an understanding for the benefits of virtual products. You will workflows, and communication channels. Several important business
also learn about the virtual products that are compatible with Sage MAS functions will be demonstrated, including customer service, sales,
90, 200, and 500. marketing, and contact management.
Administering and Implementing Your System | Sage MAS 200, Sage Mastering Essentials | Sage MAS 200, Sage MAS 90
MAS 500, Sage MAS 90
MAS43 – Gaining Cross Departmental Visibility With Sage
MAS38 – Looking Forward: A Discussion of the Future Direction SalesLogix and Sage MAS 500
for Sage MAS 500 Wednesday, 2:15 p.m. – 3:15 p.m.
Sage’s tight integration between Sage SalesLogix and Sage MAS 500
Come join us for a discussion of the plans and possibilities currently under provides your organization with cross-departmental visibility into your
consideration for the upcoming generations of Sage MAS 500. This is prospects and customers. It drives organizational efficiencies and ensures
your opportunity to hear the product managers’ views of the features and that your business is operating with a complete view of all critical customer
capabilities landscape and to offer your feedback and suggestions about interactions. Attend this demonstration-based session to learn how you
the future of Sage MAS 500. Don’t miss your chance to be heard! can enable everyone in your organization to work together efficiently to
build profitable customer relationships.
Looking Ahead at Product Futures | Sage MAS 500
Exploring Integration | Sage MAS 500, Sage SalesLogix
MAS39 – Advanced SQL Server Functions
Tuesday, 3:30 p.m. – 4:30 p.m. MAS44 – Did You Know Sage MAS 90 and 200 Could Do That?
In this session, you will learn about the advanced functions in Microsoft
SQL Server that can help you manage SQL Server more efficiently. Are you new to Sage MAS 90 or 200 or a slightly seasoned user?
Participants of this session should have experience with SQL Server Regardless, there’s something in this demonstration-based session
database administration. for you. We will explore some of the popular—yet somewhat unknown
—usability features in the software. We will be using the current version
Administering and Implementing Your System | Sage MAS 200, Sage of Sage MAS 90 as our demonstration tool with brief stops in a variety
MAS 500, Sage MAS 90 of modules.
MAS40 – Meet the Avatars - Put Faces to the Mastering Essentials | Sage MAS 200, Sage MAS 90
Names from the MAS 500 Online Community
Tuesday, 9:45 a.m. – 10:45 a.m. MAS45 – Navigating the Fixed Asset Compliance Maze Using
Sage MAS 90 and 200 Extended Enterprise Suite
Join us for the opportunity to “meet and greet” some of your fellow Tuesday, 8:30 a.m. – 9:30 a.m.
contributors to the Sage MAS 500 Online Community. Shake the hands
of the online strangers who helped you figure out how to make life so Attend this session to learn how to address fixed asset compliance. After
much easier and more productive. While we’re at it, let’s take some time attending this session, you will understand how to use the Fixed Assets
to discuss ways to attract members and grow the Sage MAS Online module in Sage MAS 90 and 200 Extended Enterprise Suite to save
Community into an even more valuable experience. money and time.
Sage MAS 500 Mastering Essentials | Sage FAS Fixed Assets, Sage MAS 200, Sage
MAS 90
59
MAS46 – What’s Next for Sage MAS 90 and 200 Extended
Enterprise Suite?
MAS51 – Crystal Report for Sage MAS 90 and 200: Basics
(Hands-on)
Tuesday, 2:15 p.m. – 3:15 p.m. Tuesday, 8:30 a.m. – 9:30 a.m.
Come and learn what’s ahead for the Sage MAS 90 and 200 Extended Always wanted to know how to use Crystal Reports and not sure where
Enterprise Suite, the newest product in the Sage MAS portfolio. This to begin? In this hands-on session, learn the basics of creating reports
combination of financial and business operations, merged with powerful using the Crystal Reports tool and be on your way to report writing
customer relationship management, is being used by Sage MAS 90 independence. Audience: beginners and novices.
and 200 customers to drive positive change to their bottom line. The
next release will display only the essential accounting information to Report Writing Essentials | Sage MAS 200, Sage MAS 90
sales staff; provide a single, streamlined sales workflow that focuses on
productivity and increased customer satisfaction; and much, much more. MAS52 – Meet the Avatars—Put a Face to Familiar
If you are already using Extended Enterprise Suite or are still exploring the Names from the Sage MAS 90 Online Community
possibilities, you won’t want to miss this informative product session. Tuesday, 9:45 a.m. – 10:45 a.m.
Looking Ahead at Product Futures | Sage MAS 200, Sage MAS 90, Join “ebjelovs” for the opportunity to “meet and greet” some of your fellow
SageCRM contributors to the Sage MAS 90 and 200 Online Community. Shake the
hands of the online strangers who helped you figure out how to make
MAS47 – Point of Sale Solution for Sage MAS 90 Sage MAS 90 and 200 so much easier and more productive. While we’re
Tuesday, 3:30 p.m. – 4:30 p.m. at it, let’s take some time to discuss ways to attract members and grow
the Sage MAS Online Community into an even more valuable experience.
Sage MAS 90 AccuPOS Point of Sale is an affordable, full-featured
Point Of Sale solution that is ideal for your retail and food and beverage Sage MAS 200, Sage MAS 90
business. AccuPOS is incredibly easy to use and administer, with the
added benefit of award-winning integration with Sage MAS 90. Come MAS53 – TrueCommerce Makes Electronic Data
see for yourself how this point-of-sale solution is designed for the ultimate Interchange (EDI) Simple and Affordable for Sage Users
simplicity, yet built with powerful customer management tools with real- Tuesday, 11:00 a.m. – 12:00 p.m.
time Web reports and seamless data transfer to off-site computers.
TrueCommerce, the Exclusively Endorsed EDI Solutions Developer, will
Exploring Integration | Sage MAS 200, Sage MAS 90 discuss how you can leverage EDI as a way to increase your profitability. In
addition, we will discuss how TrueCommerce can lessen the complexity of
MAS49 – A Deep Dive into Sage MAS 90 and 200 Custom Office: doing EDI.
Beyond the Basics
Exploring Integration | Sage Accpac, Sage MAS 200, Sage MAS 500,
Wednesday, 11:00 a.m. – 12:30 p.m. Sage MAS 90
Get out your snorkels and dive masks – we’re going in! Your instructor for
this guided tour into the depths of the Customizer is the chief architect MAS54 – Look Ma, No Buttons!: The Next Generation of
of Sage MAS 90, who will use version 4.3 as his demonstration tool. Customizations for Sage MAS 90 and 200
You will explore Advanced Field Settings to learn how to set default Wednesday, 3:30 p.m. – 5:00 p.m.
values and change the attributes of standard Sage MAS 90 fields. You’ll
understand the possibilities of what scripting can do to change the way Imagine being able to make simple customizations to your Sage MAS
Sage MAS 90 works and learn how to tie customizations together with 90, 200, or Extended Enterprise Suite system that don’t require source
Business Insights Explorer for meaningful charting and business analysis. code knowledge or changes to source code, can survive upgrades, and
If you are the technical member of your staff responsible for keeping your can solve real business problems! Seeing how to add customizations
system humming and improving staff productivity, you won’t want to that don’t require you to hit a button is only a small part of the all new
miss this action-packed session. No life jackets required, but bring a solid Customizer advancements you’ll see in this solution-packed session. The
understanding of Customizer to stay afloat. next generation of customization capabilities will arrive in Sage MAS 90
and 200 v4.4! This session, led by the chief architect of Sage MAS 90,
Becoming a Power User | Sage MAS 200, Sage MAS 90 requires working knowledge of the 4.x Customizer and is designed for
intermediate and advanced users.
MAS50 – Introducing Applianz: The Complete Solution for Sage
MAS Disaster Recovery in a Box
Tuesday, 2:15 p.m. – 3:15 p.m. MAS55 – Simplify With Sage Sales Tax
Applianz’s unique plug and play products can be deployed from any Thursday, 8:30 a.m. – 9:30 a.m.
desktop machine without the need to update existing desktop hardware.
With built-in remote access, the need to deploy and administer remote Dealing with sales tax doesn’t have to be time-consuming and error-prone
access solutions such as Citrix or Terminal Services is eliminated. The end simplify it with Sage Sales Tax. Sage Sales Tax makes tax automation
result is the ability to lower your total cost of ownership. Mark Janzen, for any business simple. Learn how to automatically perform address
President and Founder of Applianz, will demonstrate live how you can set validation, sales tax jurisdiction research, and rate calculation all on the fly
up remote access and automatic backup in just 15 minutes. within your accounting application and with no change to your existing
workflow. Learn how easy Sage Sales Tax is to set up and maintain.
Administering and Implementing Your System | Sage MAS 200, Sage
MAS 500, Sage MAS 90 Exploring Integration | Sage MAS 200, Sage MAS 90

MAS46 – MAS64
REGISTER NOW!
MAS56 – Improving Employee Performance: manually. Once completed, reviewed, and edited on-screen, they are
Is Training the Answer? printed on plain paper, ready to be mailed or eFiled in minutes. The
Wednesday, 8:30 a.m. – 9:30 a.m. interface is simple to understand and easy to use, making quarterly and
annual reporting a snap.
Training is a necessity in today’s complex, quickly-changing work
environment but it’s often viewed as a luxury that is back-burnered Mastering Essentials | Sage MAS 200, Sage MAS 90
when times get tough. If only you had an easy way to determine
whether training really is a good investment - something that will MAS61 – Efficiently Run your Business With Hot New Features in
actually help improve performance. Join us for this session where we’ll Sage MAS 90 and 200 v4.4
walk through a decision process to determine if training is the best Wednesday, 9:45 a.m. – 10:45 a.m.
answer for performance challenges or whether some other method or
job aid is a better option. We’ll touch on some adult learning principles They’re here--the newly updated Inventory, Purchase Order, and Bill of
that influence the effectiveness of training, and learn about the types Materials modules. We’ve added features to Sage MAS 90 and 200 v4.4
of training that are available via Sage University including which types to help streamline your employee’s workflow and ensure your business has
are most effective for given situations. This session will help you find information when needed. Variance reports will display before the receipts
resources to quickly get new hires up to speed, efficiently and cost- update, and you can view alias item information throughout the system.
effectively cross-train staff, and provide ongoing training that improves Come find out what else is new!
productivity and job satisfaction. Looking Ahead at Product Futures | Sage MAS 200, Sage MAS 90
Business Building | Sage Accpac, Sage MAS 200, Sage MAS 500,
Sage MAS 90 MAS62 – Feature Benefits of Sage MAS 90 and 200 v4.4
Tuesday, 8:30 a.m. – 9:30 a.m.
MAS58 – Unleash the Power of Custom Office to Tailor Your
Sage MAS 90 and 200 to Fit Your Business Come join us for an overview of the many new beneficial features in
Sage MAS 90 and 200 v4.4. Check out the new migration tool to help
Tuesday, 9:45 a.m. – 10:45 a.m. streamline migrations. See the features, functionality, and benefits you will
Ever wonder how much further you can go to tailor your accounting receive with Inventory Management, Purchase Order, and Bill of Materials
software with Custom Office in Sage MAS 90 and 200? Here is your modules. And yes, the customer number and item number fields will be
opportunity to take a look at some of the highly useful capabilities Custom expanded in all modules!
Office has to offer and how other businesses are using these features Mastering Essentials | Sage MAS 200, Sage MAS 90
to their advantage. From user-defined tables, data tracking, flow of
information using business objects, and more, join us to find out why we
MAS63 – Looking Forward: A Discussion on Product Plans and
say Custom Office is the most powerful personalization tool Sage MAS 90
Future Direction for Sage MAS 90 and 200
and 200 have to offer.
Join the Sage MAS 90 and 200 product management team for an open
MAS59 – Cut Costs and Increase Productivity With Paperless dialogue where you get to pose the questions. During this session, you will
Office for Sage MAS 90 and 200 hear about themes for future releases; we’ll discuss those ideas together
and listen to your feedback.
Tuesday, 2:15 p.m. – 3:15 p.m.
Looking Ahead at Product Futures | Sage MAS 200, Sage MAS 90
Paperless Office is the exceptional document management system built
into the current version of Sage MAS 90 and 200 that every customer will
MAS64 – Sage MAS 500 Business Insights Explorer:
want to use. Discover how you can reduce costs and resource usage,
Power at Your Fingertips (Hands-On)
and at the same time increase efficiency by electronically archiving the
business documents and reports you generate in a way that will improve Tuesday, 9:45 a.m. – 10:45 a.m.
communication across your company. Attend this session to learn how You know the information is in Sage MAS 500, but how do you get to it?
you can e-mail and fax the documents you mail to customers and vendors Business Insights Explorer (BIE) is an easy-to-use, on-the-fly inquiry tool
every day with the click of a button, as well as how you can place your that improves decision-making and addresses critical business issues by
own personal stamp on the e-mails sent out of Sage MAS 90. Start helping you identify opportunities, inefficiencies, challenges, successes,
taking advantage of the significant time and money savings provided by and more. You are guaranteed to increase your productivity when you use
Paperless Office. the full capabilities of BIE. This fast-paced, hands-on session will show you
Becoming a Power User | Sage MAS 200, Sage MAS 90 what BIE is and what it can do, as well as let you experience personalizing
views so that the information you need is available in the format you want.
MAS60 – Save Time and Effort: Electronically File State and In addition to using powerful features like sorting, grouping, and filtering,
Federal Tax Forms From Sage MAS 90 and 200 you will learn how you can create simple reports and merge data into
predefined templates. Plus, you can even drill down and edit information
Wednesday, 8:30 a.m. – 9:30 a.m. directly from Business Insights Explorer!
Come join us for an overview of Sage MAS 90 and 200’s Tax eFiling Becoming a Power User | Sage MAS 500
and Reporting feature that allows you to complete over 250 state and
federal unemployment, withholding, and new-hire reports from the data
produced by Sage MAS 90 and 200 Payroll and Accounts Payable.
This feature eliminates the need to create these reports and forms
61
MAS65 – Sage MAS 90 and 200 Business Insights Explorer:
Power at Your Fingertips (Hands-On)
MAS68 – Sage MAS 500 Customer Panel
Tuesday, 3:30 p.m. – 4:30 p.m.
Sage MAS 500 customers will share how they are improving productivity,
You know the information is in Sage MAS 90, but how do you get to it? reducing costs, and streamlining operations. Learn tips how to get
Business Insights Explorer (BIE) is an easy-to-use, on-the-fly inquiry tool the most out of your Sage MAS 500 system, from implementation to
that improves decision-making and addresses critical business issues by customization and maintenance. This interactive session will provide ample
helping you identify opportunities, inefficiencies, challenges, successes, question and answer time to give you the opportunity to ask panelists
and more. You are guaranteed to increase your productivity when you use about specific topics you are interested in.
the full capabilities of BIE. This fast-paced, hands-on session will show you
what BIE is and what it can do, as well as let you experience personalizing Becoming a Power User | Sage MAS 500
views so that the information you need is available in the format you want.
In addition to using powerful features like sorting, grouping, formatting, and MAS69 – Crystal Reports and Xcelsius Software Empower Users
filtering, you will learn how you can merge data into predefined templates. to Make Informed Decisions
You will love the new charting capability and additional views that have Thursday, 8:30 a.m. – 9:30 a.m.
been incorporated into Version 4.3. Plus, you can even drill down and edit
information directly from Business Insights Explorer! Learn how to take valuable data stored in Sage business solutions such
as Sage MAS, Sage Accpac, Sage SalesLogix, and others and transform
Becoming a Power User | Sage MAS 200, Sage MAS 90 it into dynamic interactive reports and insightful dashboards that can
communicate the information required to make informed decisions. The
MAS66A – Explore the Changes Coming in Crystal Reports and Xcelsius product demonstration will show you the
Sage MAS 90 v4.4 (Hands-On) latest features and benefits of these products. See a transformation in the
Wednesday, 3:30 p.m. – 5:00 p.m. way you work when you have the ability to see, at any point in time, the
status of your business and where you need to improve.
Be sure you’re ready, and get your hands on what’s coming! Join us
in this hands-on session to gain insight into key feature changes and Exploring Integration | Sage Accpac, Sage MAS 200, Sage MAS 500,
enhancements for Inventory Maintenance, Purchase Order, and Bill of Sage MAS 90, Sage SalesLogix
Materials in the upcoming Sage MAS 90 and 200 v4.4 release. Test-drive
the customer advantages of the new Standard Cost Utility and the way MAS70 – What’s New in StarShip 10.1
IM transactions will be stored to give them historical cost on Inventory Thursday, 9:45 a.m. – 10:45 a.m.
Valuation Report by Period and Inventory Trial Balance, as well as
Purchase Order Receipt of Goods improvements—just to mention a few. Are you looking for a way to improve your shipping process? Or maybe
you currently use StarShip, but would like to learn more and find out
Looking Ahead at Product Futures | Sage MAS 200, Sage MAS 90 about future plans. Join us to discover the new features in version
10.1: parcel and freight from a single interface, address validation,
MAS66B – Explore the Changes Coming in AES integration, and more. This session will touch on all aspects of the
Sage MAS 90 v4.4 (Hands-On) StarShip shipping workflow, demonstrate new features, and provide
Thursday, 11:00 a.m. – 12:30 p.m. insight into the road ahead.
Be sure you’re ready, and get your hands on what’s coming! Join us Exploring Integration | Sage MAS 200, Sage MAS 500, Sage MAS 90
in this hands-on session to gain insight into key feature changes and
enhancements for Inventory Maintenance, Purchase Order, and Bill of MAS71 – To Infinity and Beyond: Understanding Sage ePortal for
Materials in the upcoming Sage MAS 90 and 200 v4.4 release. Test-drive Sage MAS 500
the customer advantages of the new Standard Cost Utility and the way Thursday, 9:45 a.m. – 10:45 a.m.
IM transactions will be stored to give them historical cost on Inventory
Valuation Report by Period and Inventory Trial Balance, as well as In the session you will discover an alternative interface to Sage MAS
Purchase Order Receipt of Goods improvements just to mention a few. 500. This includes a Web-enabled interface that provides solutions for
your back-office, CSR, B2B, and remote users including the Sales Team.
Looking Ahead at Product Futures | Sage MAS 200, Sage MAS 90 We will cover what is included in the Sage ePortal for Sage MAS 500,
configuring the Sage ePortal for Sage MAS 500, and how the Web service
MAS67 – How to Avoid a Sales Tax Audit interface is used by Sage ePortal for Sage MAS 500. We will also discuss
Wednesday, 11:00 a.m. – 12:00 p.m. the various ways you can implement the Sage ePortal for Sage MAS
500 along with the underlying API, Sage MAS 500 WS. Finally, we will
Tough economic times call for more state audits. And guess which tax is demonstrate samples of how you can cost-effectively use this to enhance
the easiest one to go after? Sales tax! It’s not the most glamorous of taxes your Sage MAS 500 experience.
and often it doesn’t even make your Top 10 List of Things to Worry About.
But once those auditors appear on your doorstep, it’s too late to solve your Exploring Integration | Sage MAS 500
problem. Attend this session to learn how to make sure your sales tax files
are squeaky clean, with the highest possible level of audit protection. MAS72 – Automating Your Allocations: A Sage MAS 500 Add-On
for Period-End Processing
Business Building | Sage Accpac, Sage MAS 200, Sage MAS 500,
Wednesday, 9:45 a.m. – 10:45 a.m.
Sage MAS 90
Allocations are repetitive and sometimes extremely complex, yet they
are necessary for accurate financial reporting. Enhance your company’s
efficiency and learn how the Sage MAS 500 Allocations module allows

MAS65 – MAS83
REGISTER NOW!
for the automation of your amount- and percent-based allocations with MAS77 – Sage MAS 500: Managing a Sale
timely and efficient allocation processing that simplifies and streamlines Workflow from an Opportunity to Order
your period-end closing cycles. You will also see how you can extend Monday, 2:00 p.m. – 3:00 p.m.
automation to many of your month-end general ledger activities and use
the power of automation to structure virtually any allocation or accrual So you’ve got customers and prospects and salespeople who deal with
transaction and the journal entries that accompany it. With a complete them. Let’s discuss the most effective ways to manage the sales workflow
audit trail available, Sage MAS 500 Allocations is truly a complete from quote to successful order.
allocations module and a unique and valuable time-saving tool.
Sage MAS 500
Exploring Integration | Sage MAS 500
MAS78 – Sage MAS 500: AR Collection Management
MAS73 – Sage MAS 500 Active Planner: Reducing Costs and Monday, 3:30 p.m. – 4:30 p.m.
Gaining Control in Your Planning and Budgeting Process
Managing collections effectively can make the difference between
economic success and just survival. Come share collection insight with
In today’s competitive marketplace, it’s crucial to have a flexible, scalable, your peers for a lively discussion on how others have successfully wrapped
and powerful budgeting solution to help you accomplish your strategic their arms around collection challenges.
goals. Spreadsheets and off-the-shelf solutions are time-consuming,
Sage MAS 500
limited in nature, and cannot adjust rapidly or provide the tools and
flexibility needed by Sage MAS 500 clients to gain control of this all-
important process. With Sage MAS 500 Active Planner, you can not only MAS79 – Sage MAS 500: Manufacturing Best Practices
automate your planning and budgeting process to save significant and Monday, 2:00 p.m. – 3:00 p.m.
valuable time, but you can improve the accuracy of your plan and more
Discuss the best practices of manfuacturers and share ways you’ve used
efficiently analyze the information contained within it. During this session,
your Sage MAS 500 manufacturing modules to increase productivity.
the strengths and flexibility inherent with Sage Active Planner will be
reviewed, along with how it leverages its unique integration with Sage MAS Sage MAS 500
500 to provide a complete unmatched planning environment.
Exploring Integration | Sage MAS 500 MAS80 – Sage MAS 500: Production Scheduling
Best Practices
MAS74 – Why You Need the New Sage MAS 500 v7.3! Monday, 3:30 p.m. – 4:30 p.m.
Monday, 3:30 p.m. – 4:30 p.m. Share with other manufacturers your best practices for scheduling
production work. Learn from others how they use their Sage MAS 500
Are credit card transactions an important part of your business? Do you
product for scheduling and tracking work orders.
wish the process of conducting inventory physical count was easier?
Would your production activities benefit from increased performance and Sage MAS 500
scalability? If so, these are just a few of the reasons you need to upgrade
to the new Sage MAS 500 v7.3! Join us to hear more about the many new MAS81 – Sage MAS 500: eCommerce Trends
features and benefits delivered with the latest release of Sage MAS 500.
Monday, 2:00 p.m. – 3:00 p.m.
What’s New and Product Intro | Sage MAS 500
If you have an eCommerce storefront or are thinking its time to start one,
come share in this discussion on current trends in successful eCommerce.
MAS75 – What’s New in Sage MAS 90 and 200 and Extended
Enterprise Suite Sage MAS 500
Monday, 3:30 p.m. – 4:30 p.m.
MAS82 – Sage MAS 500: Business Intelligence and
Learn what is new in Sage MAS 90 and 200 product solutions. In this Crystal Reports
session we will present details on upcoming product releases and
Monday, 2:00 p.m. – 3:00 p.m.
newly released versions, including Sage MAS 90 and 200 4.4 and
Sage MAS 90 and 200 Extended Enterprise Suites 1.3 and 2.0. Join Sage MAS 500 is a repository of unbelievable amounts of data. But turning
us to learn about the exciting future of the Sage MAS 90 and 200 and that data into actionable knowledge is sometimes a challenge. Come
Extended Enterprise Suite solutions. discuss how you’ve used Business Insights and Crystal Reports to make
better decisions.
What’s New and Product Intro | Sage MAS 200, Sage MAS 90
Sage MAS 500
MAS76 – Sage MAS 500: Data Integration and Importing
Monday, 3:30 p.m. – 4:30 p.m. MAS83 – Sage MAS 90 and 200: Data Integration
and Importing
Discuss use of the tools available for integrating other products with your
Monday, 3:30 p.m. – 4:30 p.m.
Sage MAS 500 solution along with importing data challenges.
Discuss use of the tools available for integrating other products with your
Sage MAS 500
Sage MAS 90 and 200 solution along with importing data challenges.
Sage MAS 200, Sage MAS 90
63
MAS84 – Sage MAS 90 and 200: Managing the Sales
Workflow from Quote to Order
MAS90 – Process Manufacturing
Tuesday, 9:45 a.m. – 10:45 a.m.
Thursday, 11:00 a.m. – 12:00 p.m.
Discuss Industry Trends in Process Manufacturing. Find out from your
So you’ve got customers and prospects and salespeople who deal with peers what they are doing to prepare for a product recall? Discuss
them. Let’s discuss the most effective ways to manage the sales workflow Business and regulatory trends for supply chain traceability. Discuss how
from quote to successful order. to maximize profit in a low margin environment and make better use of
your production resources
MAS85 – Sage MAS 90 and 200: Effective Warehouse
Management MAS91 – Sage MAS 500: Going Green and Lowering Costs
Monday, 2:00 p.m. – 3:00 p.m. Monday, 2:00 p.m. – 3:00 p.m.
If you have product in your warehouse, you know how critical it is to Is being “green” more than just political correctness? Share ways your
manage effectively. Come share how you successfully use your Sage MAS company has gone green, and how it has impacted the bottom line. Which
90 and 200 product to keep your inventory under control. features in Sage MAS 500 support your efforts to go green?
Sage MAS 200, Sage MAS 90 Sage MAS 500
MAS86 – Food and Chemical Manufacturing: From Front Door to MAS92 – Sage MAS 500: Cost Effective eMarketing Ideas
Shop Floor Thursday, 8:30 a.m. – 9:30 a.m.
Thursday, 11:00 a.m. – 12:00 p.m.
How do you use your web site for marketing? Do you twitter, blog, or
In this session you’ll learn about a complete system for managing your YouTube? How about email marketing and online advertising? Share your
whole process manufacturing business cycle from customer specifications experiences and learn tips from others regarding creative and cost effective
and formula/recipe management, costing, production, quality control, ways to market your business.
regulatory reporting and security; a complete solution for managing your
whole business cycle. The Sage MAS 500 Food Solution and Sage MAS Sage MAS 500
500 Chemical Solution have the tools necessary to eliminate the “islands
of data” many companies find exist in their organizations and to make the MAS93 – Sage MAS 500: Customer Service Challenges
entire Enterprise visible to the entire Enterprise. and Opportunities
Monday, 2:00 p.m. – 3:00 p.m.
Exploring Integration | Sage MAS 500, Sage MAS 90
Being able to respond to our customers needs quickly can be a key
MAS87 – Sage MAS 500: Customizations - differentiator for one organization over another. Share your customer
Why, When and How? service challenges and how you are finding opportunities to provide a
Thursday, 9:45 a.m. – 10:45 a.m. better experience to your customers.
Have you customized your Sage MAS 500 system? Are you researching a Sage MAS 500
customization? Join this discussion to talk why you have customizations,
when do customizations make sense, and how you did it? MAS94 – Sage MAS 90 and 200: Customer Service
Challenges and Opportunities
Sage MAS 500
Monday, 3:30 p.m. – 4:30 p.m.
MAS88 – Sage MAS 90 and 200: Virtualization - Being able to respond to our customers needs quickly can be a key
Why, When and How? differentiator for one organization over another. Share your customer
Monday, 2:00 p.m. – 3:00 p.m. service challenges and how you are finding opportunities to provide a
better experience to your customers.
Have you gone Virtual? Thinking about going Virtual? Come and share
your experiences and challenges at entering into a virtual environment. Sage MAS 200, Sage MAS 90
Sage MAS 200, Sage MAS 90 MAS95 – Sage MAS 500: RFID and Warehouse Automation
Monday, 3:30 p.m. – 4:30 p.m.
MAS89 – Sage MAS: Effective Customer Relaionships
Thursday, 8:30 a.m. – 9:30 a.m. Have you implemented a radio frequency warehouse automation system
or are planning to? Join this topic to participate in dicussions and share
Keeping in touch with your customers and maintaining accurate data is your experiences with implementing this technology.
critical to future business. How do you stay connected and manage your
customer relationships? Join this discussion to learn from others and share Sage MAS 500
your successes.
Sage MAS 200, Sage MAS 500, Sage MAS 90

MAS84 – MAS107
REGISTER NOW!
MAS96 – Sage MAS 90 and 200: RFID and Warehouse data disaster recovery plan and learn from others - you may learn a more
Automation effective and safe method.
Monday, 2:00 p.m. – 3:00 p.m. Sage MAS 200, Sage MAS 500, Sage MAS 90
Have you implemented a radio frequency warehouse automation system
or are planning to? Join this topic to participate in dicussions and share MAS102 – Sage MAS 90 and 200: Manufacturing
your experiences with implementing this technology. Best Practices
Sage MAS 200, Sage MAS 90 Monday, 2:00 p.m. – 3:00 p.m.
Discuss the best practices of manufacturers and share ways you’ve
MAS97 – Sage MAS 500: Effective Warehouse Management used your Sage MAS 90 and 200 manufacturing modules to increase
Monday, 3:30 p.m. – 4:30 p.m. productivity.
If you have product in your warehouse, you know how critical it is to Sage MAS 200, Sage MAS 90
manage effectively. Come share how you successfully use your Sage MAS
500 product to keep your inventory under control. MAS103 – Sage MAS 90 and 200:
AR Collections Management
Sage MAS 500
Monday, 3:30 p.m. – 4:30 p.m.
MAS98 – Sage MAS 500: Managing Supply Chain Costs Managing collections effectively can make the difference between
Monday, 2:00 p.m. – 3:00 p.m. economic success and just survival. Come share collection insight with
your peers for a lively discussion on how others have successfully wrapped
In this economy, businesses are looking throughout their supply chain to their arms around collection challenges.
reduce costs. Discuss how your organization tracks and manages supply
chain costs and how your Sage MAS 500 system has helped. Sage MAS 200, Sage MAS 90
Sage MAS 500 MAS104 – Sage MAS 90 and 200: eCommerce Trends
Thursday, 8:30 a.m. – 9:30 a.m.
MAS99 – Sage MAS 90 and 200: Managing Supply
Chain Costs If you have an e-commerce storefront or are thinking its time to start one,
Monday, 3:30 p.m. – 4:30 p.m. come share in this discussion on current trends in successful e-commerce.
In this economy, businesses are looking throughout their supply chain to Sage MAS 200, Sage MAS 90
reduce costs. Discuss how your organization tracks and manages supply
chain costs and how your Sage MAS 90 and 200 system has helped. MAS105 – Sage MAS 90 and 200: Business Insights
and Crystal Reports
Monday, 2:00 p.m. – 3:00 p.m.
MAS100 – Oops! What Did I Do and How Can I Fix It? Solving Sage MAS 90 and 200 is a repository of unbelievable amounts of data.
Common Mistakes in Sage MAS 90 and 200 But turning that data into actionable knowledge is sometimes a challenge.
Tuesday, 8:30 a.m. – 9:30 a.m. Come discuss how you’ve used Business Insights and Crystal Reports to
make better decisions.
What do you do when you suddenly realize something is wrong? An
invoice or receipt posted with an incorrect date or amount? Or perhaps Sage MAS 200, Sage MAS 90
an invoice was paid for the wrong customer or vendor? What do you
do? In this session, you will learn to understand the effect of an update MAS106 – Sage MAS 90 and 200: Customizations -
and identify the appropriate reversing transaction in Accounts Payable, Why, When and How?
Accounts Receivable, Inventory Management, Purchase Order, and Monday, 3:30 p.m. – 4:30 p.m.
Sales Order to fix an incorrect posting after it has been updated. We will
discuss common mistakes and the effect those mistakes can have on Have you customized your Sage MAS 90 and 200 system? Are you
your company. You will learn the fundamentals for correcting an incorrect researching a customization? Join this discussion to talk why you have
posting. We will also walk through the best practices on how and why customizations, when do customizations make sense, and how you did it.
to make the appropriate correcting entry. By the end of the session, you Sage MAS 200, Sage MAS 90
will understand exactly how to identify, correct, and prevent an incorrect
posting using the proper procedures in Sage MAS 90 and 200.
MAS107 – Sage MAS 90 and 200: Going Green and
Mastering Essentials | Sage MAS 200, Sage MAS 90 Lowering Costs
Thursday, 9:45 a.m. – 10:45 a.m.
MAS101 – Sage MAS: Data Disaster Recovery
It’s not easy being Green - or is it? Come and share how your company
Thursday, 11:00 a.m. – 12:00 p.m. has easily gone green using features in Sage MAS 90 and 200 - and the
Your Sage MAS data is your company’s lifeline and can be detrimental effect it has had on your bottom line.
if lost. Do you have a data disaster recovery plan in place? How do you Sage MAS 200, Sage MAS 90
ensure your data is safe and retrievable in case of a loss? Share your
65
MAS108 – Sage MAS 90 and 200: Cost Effective
eMarketing Ideas
MBR02 – Close the Year for Sage Master Builder Payroll
Tuesday, 8:30 a.m. – 9:30 a.m.
Monday, 2:00 p.m. – 3:00 p.m.
This session is designed to prepare you for year-end payroll closing
How do you use your web site for marketing? Do you twitter, blog, or in Sage Master Builder. You’ll learn how to create an archive folder for
YouTube? Email marketing campaigns? Online advertising? Share your reporting purposes, reconcile quarterly payroll reports to year-end figures,
experiences and learn tips from others regarding creative and cost effective close payroll files for the calendar year, and produce W-2s and other year-
ways to market your business. end payroll forms. We’ll review a checklist for year-end payroll processing
and explain when to use the Audit/Close Books command in conjunction
Sage MAS 200, Sage MAS 90 with the Close Payroll Year command. Join us for this timely session!
MAS109 – Sage MAS 90 and 200: Managing Sales Tax Mastering Essentials | Sage Master Builder – Accounting
Thursday, 9:45 a.m. – 10:45 a.m.
MBR03 – Close the Year for Sage Master Builder General Ledger
Managing Sales tax can be a daunting with the different rates, Tuesday, 9:45 a.m. – 10:45 a.m.
jurisdictions, and legislative policies. Discuss how you have been
successful managing the sales tax process and how you use Sage Anyone involved in year-end reporting and closing will benefit from this
MAS 90 and 200 in the this process. thorough presentation of how to prepare for year-end, including reports to
review and audits to complete, as well as how to close the books for the
Sage MAS 200, Sage MAS 90 fiscal year and how to make adjustments to the prior year after closing.
MAS110 – Sage MAS 90 and 200: Production Scheduling Mastering Essentials | Sage Master Builder – Accounting
Best Practices
Monday, 2:00 p.m. – 3:00 p.m. MBR04-1 – Using Sage Master Builder With Other Reporting
Tools (Part 1)
Share with other manufacturers your best practices for scheduling Tuesday, 2:15 p.m. – 3:15 p.m.
production work. Learn from others how they use their Sage MAS product
for scheduling and tracking work orders. Participate in this session to learn how to use other software tools
to extract Sage Master Builder data for reporting purposes. We’ll
Sage MAS 200, Sage MAS 90 demonstrate ODBC with Excel, Word, and Crystal Reports. You’ll pick
up some great solutions to common reporting issues. Customers are
MAS111 – Profit Hunters: Tracking Down and Capturing Elusive encouraged to also participate in the Part 2 lab for hands-on practice.
Savings Hiding Within Your Service Operation
Becoming a Power User | Sage Master Builder – Reporting and
Thursday, 8:30 a.m. – 9:30 a.m.
Other Tools
Businesses today must search every aspect of their operation to discover
potential savings and uncover new paths to growth. Hiding in your MBR04-2 – Using Sage Master Builder With Other
service operation are some of the largest opportunities for improvements Reporting Tools (Part 2) Hands-On Lab
in productivity, performance and bottom line profits. If you’re a Profit Tuesday, 3:30 p.m. – 5:00 p.m.
Hunter, attend the session and learn how to spot and capture the service
management savings and sales within your reach. This follow-up session to the “Sage Master Builder With Other Reporting
Tools” session provides an opportunity for customers to reinforce what
Business Building | Sage MAS 500 they learned and practice while an instructor is available to answer
questions. We anticipate hands-on labs will fill up quickly, so register early
MAS116 – Customizer: Beyond the Basics to ensure your spot!
Thursday, 8:30 a.m. – 9:30 a.m.
Becoming a Power User | Sage Master Builder – Reporting and
This class will show how to use VBScript and basic customizer controls Other Tools
to provide customized utilities to help fit the Sage MAS 500 application
to the specific needs of the user. It will also cover how to create custom MBR06 – Sage Master Builder Payroll Error Correction
tables and tie them to Sage MAS 500 using customizer to help expand the Thursday, 11:00 a.m. – 12:30 p.m.
systems resources as needed.
How accurate is your payroll processing? Do errors sometimes find their
Sage MAS 500 way into employees’ checks? In this session, we’ll explore a variety of
common errors that can occur when editing and voiding payroll checks.
MAS120 – Sage MAS 500: Virtualization - Then, we’ll show you straightforward procedures to resolve those errors.
Why, When and How?
Becoming a Power User | Sage Master Builder – Accounting
Monday, 2:00 p.m. – 3:00 p.m.
Have you gone Virtual? Thinking about going Virtual? Come share your MBR08 – Better Project Management With Sage Master Builder
experiences and challenges at entering into a virtual environment. Wednesday, 11:00 a.m. – 12:30 p.m.
Sage MAS 500 Project management is the key to making a profit in a construction
company. In this workshop, you will learn how to use Sage Master
Builder to better manage each project, from pre-construction to punch
list. Learn how to the get the most of this powerful tool. From simple

MAS108 – MBR15B
REGISTER NOW!
timesaving keystrokes to knowing which reports provide the most essential MBR13 – Strategic Financial Analysis for the Sage Master
information, this session is a must for anyone running a project. Note: Builder Contractor
Customers are encouraged to register for the optional “Better Project Wednesday, 3:30 p.m. – 5:00 p.m.
Management With Sage Master Builder Lab” for hands-on practice.
Do your financial statements speak to you? This session will help you
Mastering Essentials | Sage Master Builder – Project Management use strategic analysis to review sample financial statements. Work
with your peers to learn how to evaluate financial stability and make
MBR09 – Sage Master Builder Accounts Receivable recommendations for increased profitability.
Progress Billing
Becoming a Power User | Sage Master Builder – Accounting
Thursday, 8:30 a.m. – 9:30 a.m.
Do you manually manage your Accounts Receivable Retention or does MBR14-1 – Using Sage Master Builder Form Design to Make
Sage Master Builder automate it for you? Learn how primary, secondary, Lasting Impressions (Part 1)
and materials rates can be set up to automate your retention and save you Thursday, 8:30 a.m. – 9:30 a.m.
time! Ever wonder why your Accounts Receivable statement’s “Amount
Due” total differs from your last application’s “Current Due” total? Attend Do your forms lack professionalism or pizzazz? Do you want to design
this class and solve the mystery. In addition, if you store materials on the forms or documents you’re currently creating in word processing programs
job site and include them in your application billing, we’ll provide you with in Sage Master Builder, but don’t know where to begin? You’ve found the
some tips on how to handle with retention. right session! We’ll help you get started designing forms from scratch, as
well as learn how to tailor the many existing forms in Sage Master Builder
Mastering Essentials | Sage Master Builder – Accounting to meet your needs. You’ll learn helpful tips and creative ways to design
professional forms and documents that put your company’s best foot
MBR10 – Sage Master Builder Accounts Receivable Error forward. Note: Customers are encouraged to participate in the Part 2 Lab
Correction of this session for hands-on practice.
Tuesday, 2:15 p.m. – 3:15 p.m. Report Writing Essentials | Sage Master Builder – Reporting and
Error correction can be time-consuming and, if handled incorrectly, Other Tools
costly. Join us as we discuss how to identify and correct the most
common errors in Accounts Receivable. For example, you’ll learn how MBR14-2 – Using Sage Master Builder Form Design to
to correct progress billing errors posted in the prior fiscal year and how Make Lasting Impressions Hands-On Lab (Part 2)
to correct invoices paid accidentally with another customer’s check. Thursday, 9:45 a.m. – 10:45 a.m.
Also, we’ll acquaint you with the various Knowledgebase articles that
cover Accounts Receivable error correction. If you attended the Form Design session and you want to apply what
you learned, participate in this optional, hands-on session. We’ll guide
Becoming a Power User | Sage Master Builder – Accounting you through some of the formatting tips and tricks to give documents
a professional layout and appearance. Learn how to make your form
MBR11 – Better Project Management With Sage Master designs come to life! Note: Hands-on sessions fill up quickly, so register
Builder Hands-On Lab early to ensure your spot.
Wednesday, 2:15 p.m. – 3:15 p.m. Report Writing Essentials | Sage Master Builder – Reporting and
This optional lab supplements the tools discussed in the “Better Project Other Tools
Management With Sage Master Builder” and “Sage Master Builder Project
Management Workflow” sessions. We highly recommend that customers MBR15A – Sage Master Builder Version 14 Release
who participate in the classroom session also register for the lab to Training
complete hands-on activities to reinforce what they learned. We anticipate Tuesday, 9:45 a.m. – 10:45 a.m.
that the labs will fill up quickly, so register early to ensure your spot!
During this session, we’ll highlight various enhancements in the latest
Mastering Essentials | Sage Master Builder – Project Management version 14 of Sage Master Builder. This is your opportunity to learn about
software changes such as attachments, Microsoft Email/Outlook/Adobe
MBR12 – Sage Master Builder Error Correction for Accounts one-click links, subcontract and payable invoices integration, and new job
Payable, Job Cost, and General Ledger cost and general ledger reports just to name a few! Join us and start using
Tuesday, 11:00 a.m. – 12:30 p.m. these new features in your business.
If you have ever made a data entry error (who hasn’t?), you will Mastering Essentials | Sage Master Builder – General
appreciate this session focusing on how to correct errors in the
Accounts Payable, General Ledger, and Job Cost records. We’ll cover MBR15B – Sage Master Builder Version 14 Release
how to correct common errors and how to reallocate job costs, void Training
checks, and reprint checks. We will include recommendations about Wednesday, 8:30 a.m. – 9:30 a.m.
when to go to the source transaction record and helpful tips that can
expedite the troubleshooting process. During this session, we’ll highlight various enhancements in the latest
version 14 of Sage Master Builder. This is your opportunity to learn about
Becoming a Power User | Sage Master Builder – Accounting software changes such as attachments, Microsoft Email/Outlook/Adobe
one-click links, subcontract and payable invoices integration, and new job
cost and general ledger reports just to name a few! Join us and start using
these new features in your business.
Mastering Essentials | Sage Master Builder – General
67
MBR20 – Sage Master Builder Accounting How do I...?
might need. We’ll review the Sage Master Builder database to create a
foundation to write reports. We’ll plan a new report, modify an existing
report, and create a simple calculated field. Participate in the “Designing
Do you have questions about how to use the software to support a Reports in Sage Master Builder (Part 2)” session to learn additional design
specific business process? Or, maybe you’re using the software in a functions and in the “Designing Reports in Sage Master Builder (Part 3)”
creative way that you think other customers would find useful? Or a report lab for hands-on practice.
you’ve designed that meets a critical need for decision making? If you’ve
ever found yourself thinking, “I wish the software could do...” this session Report Writing Essentials | Sage Master Builder – Reporting and
can help! Join us to talk with product experts and other Sage Master Other Tools
Builder customers about your Accounting success stories, questions,
or challenges. Note: This is a roundtable session where participants are MBR27 – Designing Reports in Sage Master Builder
encouraged to share their ideas with one another. (Part 2)
Sage Master Builder – Accounting Wednesday, 2:15 p.m. – 3:15 p.m.

Participate in this session to learn additional Report Writer functions.
MBR21 – Sage Master Builder Payroll How do I...? We’ll continue working with calculated fields, including variables and
Tuesday, 3:30 p.m. – 4:30 p.m. ways to use calculated fields to get information that is not directly
accessible in Report Writer. Customers are encouraged to also
Do you have questions about how to use the software to support a participate in the “Designing Report in Sage Master Builder Lab (Part
specific business process? Or, maybe you’re using the software in a 3)” for hands-on practice.
creative way that you think other customers would find useful? Or a
report you’ve designed that meets a critical need for decision making? If Report Writing Essentials | Sage Master Builder – Reporting and
you’ve ever found yourself thinking, “I wish the software could do...” this Other Tools
session can help! Join us to talk with product experts and other Sage
Master Builder customers about your Payroll success stories, questions, or MBR28 – Designing Reports in Sage Master Builder:
challenges. Note: This is a roundtable discussion session where customers Hands-On Lab (Part 3)
are encouraged to share ideas with each other. Wednesday, 3:30 p.m. – 5:00 p.m.
Sage Master Builder – Accounting If you attended Part 1 and/or Part 2 of the “Designing Reports in Sage
Master Builder” session and you want to apply what you learned,
MBR22 – Sage Master Builder Job Cost How do I..? participate in this hands-on session. Several activities are provided for each
Thursday, 9:45 a.m. – 10:45 a.m. area of learning. Pick and choose the activities you want to try, and work
through solutions with a product expert available to answer questions and
Do you have questions about how to use the software to support a offer suggestions. Hands-on sessions fill up quickly, so register early to
specific business process? Or, maybe you’re using the software in a ensure your spot.
report you’ve designed that meets a critical need for decision making? If Report Writing Essentials | Sage Master Builder – Reporting and
you’ve ever found yourself thinking, “I wish the software could do...” this Other Tools
Master Builder about your Job Cost & Project Management success NPS01 – Interfacing Sage MIP Fund Accounting With Microsoft
stories, questions, or challenges. Note: This is a roundtable session where Access 2007, Microsoft Excel 2007, and Microsoft Word 2007
participants are encouraged to share their ideas with one another. Tuesday, 11:00 a.m. – 12:00 p.m.
Sage Master Builder – Accounting, Sage Master Builder – Project After providing a broad overview of Microsoft Office 2007, this session will
Management explore how we can use those products with Sage MIP Fund Accounting
Software and Sage Fundraising 50. Topics that will be taught include use
MBR25 – Sage Master Builder Futures of Sage MIP Safekey, how to get to your Sage Databases via ODBC, how
Wednesday, 2:15 p.m. – 3:15 p.m. to develop links to the tables, and how to do cross table reporting and mail
merge letters. Helpful Microsoft Quick Reference Guides for Access, Excel,
During this session, we’ll look at the product roadmaps for Sage Master and Word will be provided.
Builder. What new features can you expect? What kind of research are we
doing? How do we select enhancements to include? Hear directly from the Sage Fundraising 50, Sage MIP Fund Accounting
product line manager about how we’re responding to the needs of Sage
Master Builder customers. NPS06 – Millennium Customizations
Looking Ahead at Product Futures | Sage Master Builder – General Tuesday, 2:15 p.m. – 3:15 p.m.
Have you ever wished Millennium allowed you to track one extra piece,
MBR26 – Designing Reports in Sage Master Builder or a few pieces, of data? Learn how sites have customized Millennium’s
(Part 1) screens and tables allowing them to track additional data and make
Wednesday, 11:00 a.m. – 12:30 p.m. Millennium work for their site-specific business processes.
Seize this opportunity to learn the fundamentals of Report Writing, so you Administering and Implementing Your System | Millennium
can make report changes to your reports and create new ones that you

MBR20 – NPS22
REGISTER NOW!
NPS09 – Systems Management and Support in an Age of NPS17 – Server Virtualization

Greater Expectations and Smarter Technology, Data, and People Thursday, 11:00 a.m. – 12:00 p.m.
Wednesday, 9:45 a.m. – 10:45 a.m.
Does your server have one leg in the grave and your budget has just
Explore the business drivers, states of technology, expansion of data, been slashed? See how sites are using virtualization on production and/
roles, and skills of our people and how we integrate these to provide or test systems. Does the virtualization environment provide adequate
the right kinds of services and support. Examine where the business of performance for a production system, what thresholds are reasonable, and
Development and Advancement is being driven from their perspective. what VM products are available for use?
Examine where and how Development and Advancement Service teams
are moving to a strategic role to bridge and facilitate these changes in Administering and Implementing Your System | Millennium
technology and Development and Advancement priorities and programs.
NPS19 – Part A: Becoming E-Savvy; Part B: All About Addresses
Administering and Implementing Your System | Millennium, Sage
Tuesday, 3:30 p.m. – 5:00 p.m.
Fundraising 50
Part A: E-mail solicitations and social networking with Facebook, LinkedIn,
NPS11 – Playing Nice in the Sandbox and Twitter. In today’s “E” world, how can Millennium help you push data
Wednesday, 8:30 a.m. – 9:30 a.m. to your constituents, track contacts, and capture data using these tools?
And how much is too much? Part B: This session will address the new
With the cutbacks many of us are facing, we can no longer afford to Post Office regulations effective November 2008, including finding lost
duplicate efforts across our institutions. This session will cover identifying alumni, finding addresses on younger constituents, tracking address
and getting rid of shadow databases, receiving biographical updates from changes, and keeping address information current.
various departments and units, and getting others to see the benefits of
taking ownership of their data and using Millennium. Administering and Implementing Your System | Millennium
Administering and Implementing Your System | Millennium NPS20 – The Many Nuances of Tribal Accounting
NPS12 – MS Sharepoint Services and Millennium
Wednesday, 8:30 a.m. – 9:30 a.m. Join this session to discuss best accounting practices for tribal
governments.
What the heck is that all about? Looking for a secure web-based resource
for sharing documents, publishing Millennium reports, storing frequently Mastering Essentials | Sage MIP Fund Accounting
used documents and forms without using a file share? MS SharePoint
Services does all these things and more. Come learn how other Millennium NPS21 – Part A: Data Mining and Advanced Reporting; Part B:
sites have incorporated SharePoint Services into their day-to-day Advanced Crystal
Millennium operations. Tuesday, 3:30 p.m. – 4:30 p.m.
Administering and Implementing Your System | Millennium Part A: Data Mining and Advanced Reporting. With fewer resources, are
you able to focus your fundraising effort on the people who are most likely
NPS13 – What’s Up With ADE? to be engaged? How do you find the one among the many? This session
Wednesday, 2:15 p.m. – 3:15 p.m. will focus on using data mining tools and advanced reporting techniques,
such as SQL Server Reporting Services, that provide a broader picture of
Okay, I’ve bought Advanced Data Examiner, now what do I do? Come find your constituency, so you can see the trees apart from the forest! Part B:
out how sites are using ADE successfully, including what has worked and Advanced Crystal. Are you ready to use the more advanced features of
what hasn’t. Crystal, such as shared variables, passing parameters, connecting to non-
Millennium data sources, moving report results to users via e-mail, and
Exploring Integration | Millennium using custom views? This session will introduce you to all of these features
and more!
NPS14 – Effective Parent Programs
Becoming a Power User | Millennium
Thursday, 8:30 a.m. – 9:30 a.m.
Find out from start to finish how to best track your parents in Millennium. NPS22 – Part A:Where Does Waldo Work? Part B: Advanced
How do you get your parent data? When are they added to Millennium? Data Examiner (ADE)
How often do you solicit them? When do they become a non-parent? Wednesday, 11:00 a.m. – 12:00 p.m.
These are all questions that will be covered to help you keep parents
connected to your institution. Part A: Where Does Waldo Work? Often, the most elusive data to find
and equally as difficult to maintain. Keeping up with employment data
Mastering Essentials | Millennium can be maddening. This session will explore creative ways to stay on top
of key data. Part B: Advanced Data Examiner: Millennium’s Advanced
NPS16 – Beyond the Birthday Card Data Examiner allows users to import files from any third-party tool into
Thursday, 9:45 a.m. – 10:45 a.m. Millennium through a point-and-click mapping tool and a process to review
imported records for any manual updates. This session will provide a
Creative Stewardship. Birthdays only come once a year. What else are we high-level demonstration of the Advanced Data Examiner’s power by using
doing to steward our donors, and how can we track it in Millennium? several sample imports such as a new student import, online constituent
Becoming a Power User | Millennium directory and giving import, and an online Event registration import.
Administering and Implementing Your System | Millennium
69
NPS23 – Part A: Making Internship Connections: Future—
Present—Past; Part B: Prospect Horticulture
NPS29 – Managing Reporting
Monday, 2:00 p.m. – 3:00 p.m.
A discussion focused on how the Reporting area is maintained and
Part A: Learn how to engage and identify alumni for internship possibilities kept relevant.
and career networking. See how Millennium can be used to track
internships and career mentors. Re-engage former interns and mentors Millennium
with the goals of your institution! Part B: How do you grow your prospect
base and how can Millennium help? What about the current constituents NPS31 – E-Solicitations and E-Marketing
in your database? How can you use Millennium to identify those that are Monday, 3:30 p.m. – 4:30 p.m.
most likely to blossom? This session was developed to help you become a
“Master” gardener. Hear how other sites are handling solicitations and marketing campaigns
through email.
Business Building | Millennium
Millennium
NPS24 – Part A: Beginner and Advanced SQL; Part B: Data
Marts and Data Warehouses NPS32 – Updating and Upgrading (SQL Focus)
Wednesday, 3:30 p.m. – 4:30 p.m. Monday, 3:30 p.m. – 4:30 p.m.
Part A: Beginner and Advanced SQL. Our seasoned professionals share Meet with other SQL Server sites to discuss tips and tricks for a smooth
some of their useful SQL scripts, both for beginners and advanced SQL Millennium upgrade. Tools for using SQL to update the Millennium data will
users, followed by a general question and answer session. Part B: Data also be discussed.
Marts and Data Warehouses. Learn how to determine when and why Millennium
to use data marts and data warehouses. Participants will discuss the
planning process for determining what data should become part of your NPS33 – Millennium Events Module
data mart and how they have utilized their data marts in conjunction with
Millennium reporting. Monday, 3:30 p.m. – 4:30 p.m.
Becoming a Power User | Millennium Hear how sites are using the Events module and what types of Events are
being tracked.
NPS25 – Data Entry Rules Millennium
Monday, 2:00 p.m. – 3:00 p.m.
NPS34 – Lots of Data? Not A Lot of Time? Join This
Hear from multiple Millennium sites and their methods for making sure Hands-on Class About Importing!
they’re not faced with ‘Garbage In, Garbage Out’
Wednesday, 11:00 a.m. – 12:30 p.m.
Millennium
Join us for a hands-on, in-depth look at the many types of import files and
formats available with Sage MIP Fund Accounting. Never type duplicate
NPS26 – Succesful Training Programs
entries again!
Monday, 2:00 p.m. – 3:00 p.m.
Administering and Implementing Your System | Sage MIP Fund
Hear from multiple Millennium sites and their successes with Accounting
Millennium Training.
Millennium NPS35 – Kick the Spreadsheet Habit (Hands-On)
Wednesday, 9:45 a.m. – 10:45 a.m.
NPS27 – Using Millennium at Secondary Educational
Close the spreadsheet, and join this hands-on session to learn about
Institutions
Custom Columns and other advanced reporting tools so that you can
Monday, 2:00 p.m. – 3:00 p.m. develop the reports you need.
Join other Non-Profit Organizations using Millennium and share ideas Report Writing Essentials | Sage MIP Fund Accounting
Millennium
NPS36 – Use the Budget Module for Financial Forecasting
NPS28 – How Can Organizations Support the Changing (Hands-On)
Needs of Development? Wednesday, 3:30 p.m. – 5:00 p.m.
Monday, 2:00 p.m. – 3:00 p.m. In the current economic climate, many nonprofits require forecasting
Join Terry Handler as he moderates this roundtable. As the needs in capabilities to make basic financial decisions. This hands-on session
Development and Advancement progress, what impact does this have on will show you how to utilize Sage MIP Fund Accounting’s reporting and
Millennium Support, as well as for other products? budgeting modules to create financial statement forecasts.
Millennium Report Writing Essentials | Sage MIP Fund Accounting

NPS23 – NPS48
REGISTER NOW!
NPS37-1 – GASB 34 Reporting Doesn’t Have to be Difficult session, we use real-world case studies to demonstrate and explain how
(Part 1) UDF’s can be applied to unique situations. See how you can leverage this
Wednesday, 2:15 p.m. – 3:15 p.m. powerful feature to solve complex business demands.
GASB 34 requires unique government wide and fund financial statements. Administering and Implementing Your System | Sage MIP Fund
This session will focus on the tools available and best practices for creating Accounting
government wide financial statements.
NPS43 – Don’t Let Your Year-End Close Stress You Out
Report Writing Essentials | Sage MIP Fund Accounting
Tuesday, 8:30 a.m. – 9:30 a.m.
NPS37-2 – GASB 34 Reporting Doesn’t Have to be Difficult The Sage MIP Fund Accounting Close Fiscal Year process has never
(Part 2) been easier! This session will review best practices, checks and balances,
Thursday, 11:00 a.m. – 12:00 p.m. procedures, and other types of year-end closing activities.
GASB 34 requires unique government-wide and fund financial statements. Becoming a Power User | Sage MIP Fund Accounting
This session will focus on the tools available and the best practices for
creating fund financial statements. NPS44 – The Technology Times Are A-Changin’
Report Writing Essentials | Sage MIP Fund Accounting Wednesday, 8:30 a.m. – 9:30 a.m.
With the evolution of Microsoft SQL, there is significant value for Sage
NPS38 – Advanced Tools for Advanced Needs MIP Fund Accounting to be run on the most recent version. Learn how to
Tuesday, 11:00 a.m. – 12:30 p.m. check versions, upgrade, and get the most value out of the ever-improving
database technology platforms.
There are many very valuable third-party products made specifically for
Sage MIP Fund Accounting. Please join us for a unique look at the tools Administering and Implementing Your System | Sage MIP Fund
currently available and how they work with Sage MIP Fund Accounting. Accounting
Exploring Integration | Sage MIP Fund Accounting NPS45 – GFOA Recap 2009 for the Public Sector
Wednesday, 9:45 a.m. – 10:45 a.m.
NPS39 – Disaster Recovery Concerns Keeping You Up at Night?
Tuesday, 2:15 p.m. – 3:15 p.m. This session will cover the new Fund Balance, Stimulus, and other
pressing Public Sector issues reviewed during the 2009 GFOA
Sage MIP Fund Accounting is proud to offer Sage Hosting Services for conference, as well as how these issues affect our Sage MIP Fund
customers with all types of data access and disaster recovery needs. This Accounting customers.
hosting session will give you the technical and logistical facts, so you can
make an informed decision about your mission-critical data. Looking Ahead at Product Futures | Sage MIP Fund Accounting
Administering and Implementing Your System | Sage MIP Fund NPS46 – Go Green and Save Green
Accounting
Tuesday, 8:30 a.m. – 9:30 a.m.
NPS40 – Visualize Increased Revenue and Cost Efficiency Reduce your costs and improve internal control with Direct Deposit,
With Dashboards Electronic Funds Transfer, and Document Management with Attachments.
Tuesday, 3:30 p.m. – 5:00 p.m. Becoming a Power User | Sage MIP Fund Accounting
The Visual Analyzer Module can save you time and money and provide
transparency like no other analytical tool. Join us for an in-depth review of NPS47 – Set it and Forget it
the module, including setup and practical application for your organization. Thursday, 8:30 a.m. – 9:30 a.m.
Report Writing Essentials | Sage MIP Fund Accounting Learn all of the ways Sage MIP Fund Accounting will allow you to
automate more processes -- even while you are sleeping! In this session,
NPS41 – Power Reporting to the People you will see how to schedule monthly board reporting, allocation
Tuesday, 2:15 p.m. – 3:15 p.m. calculations, daily ledgers, and more.
Take charge of your financial information with Sage MIP Fund Accounting’s Mastering Essentials | Sage MIP Fund Accounting
powerful reporting features. In this session, you will learn how to create
the custom financial reports you need to satisfy your unique reporting NPS48 – It’s All About the Money
requirements. Thursday, 9:45 a.m. – 10:45 a.m.
Report Writing Essentials | Sage MIP Fund Accounting Controlling cash flow is one of the most important activities of any
organization. In this session, you will learn about tools that can help you
NPS42 – Case Studies in User-Defined Fields keep control of your cash, as well as best practices for cash management.
Tuesday, 3:30 p.m. – 5:00 p.m. Mastering Essentials | Sage MIP Fund Accounting
User-defined fields (UDF’s) provide creative options for customizing Sage
MIP Fund Accounting to meet your organization’s specific needs. In this
71
Session
Monday, 2:00 p.m. – Descriptions
NPS50A – Budget for Success NPS54A – Payroll Tax Reporting Got You Down?
(Hands-On)
3:00 p.m.
Thursday, 11:00 a.m. – 12:30 p.m.
A round table session where you will be able to discuss with your
peers budget models, methods, and controls that drive acheivement of Come to this hands-on session, and let the payroll experts show you the
organizatioin goals. many ways to process meaningful and reliable payroll reports within Sage
MIP Fund Accounting Payroll and Aatrix.
Report Writing Essentials | Sage MIP Fund Accounting
NPS50B – Budget for Success
NPS54B – Payroll Tax Reporting Got You Down?
Monday, 3:30 p.m. – 4:30 p.m.
(Hands-On)
A round table session where you will be able to discuss with your Tuesday, 3:30 p.m. – 5:00 p.m.
peers budget models, methods, and controls that drive acheivement of
organizatioin goals. Come to this hands-on session, and let the payroll experts show you the
many ways to process meaningful and reliable payroll reports within Sage
Sage MIP Fund Accounting MIP Fund Accounting Payroll and Aatrix.
NPS51A – What’s new in the Public Sector Report Writing Essentials | Sage MIP Fund Accounting
Monday, 2:00 p.m. – 3:00 p.m.
NPS55A – The New and Improved 990 Nonprofit
A round table session where you will be able to discuss with your peers Compliance Report
the many 2009 and 2010 compliance, governance, and funding Thursday, 9:45 a.m. – 10:45 a.m.
Sage MIP Fund Accounting The new IRS 990 reporting regulations are upon us! Join us for an in-depth
look at the new Sage MIP Fund Accounting 990 reports and options that
NPS51B – What’s New in the Public Sector? will save you and your tax preparer significant time this year!
Monday, 3:30 p.m. – 4:30 p.m. Report Writing Essentials | Sage MIP Fund Accounting
At this round table session, you will discuss with your peers the many
2009 and 2010 compliance, governance, and funding changes that face NPS55B – The New and Improved 990 Nonprofit
the public sector. Compliance Report
Sage MIP Fund Accounting Wednesday, 2:15 p.m. – 3:15 p.m.
The new IRS 990 reporting regulations are upon us! Join us for an in-depth
NPS52A – It’s Time for your Annual Check-Up! look at the new Sage MIP Fund Accounting 990 reports and options that
Monday, 2:00 p.m. – 3:00 p.m. will save you and your tax preparer significant time this year!
A round table session where you will be able to discuss success stories Report Writing Essentials | Sage MIP Fund Accounting
and battle wounds related to overcoming increasingly demanding
regularition and economic requirements with your peers. NPS56 – The Past, Present, and Future of Sage MIP Fund
Accounting
Tuesday, 9:45 a.m. – 10:45 a.m.
NPS52B – It’s time for your annual checkup! A complete look at the past, present, and future of Sage MIP Fund
Monday, 3:30 p.m. – 4:30 p.m. Accounting, including detailed roadmaps and planned release content, as
well as your valuable feedback.
A round table session where you will be able to discuss success stories
and battle wounds related to overcoming increasingly demanding Looking Ahead at Product Futures | Sage MIP Fund Accounting
regularoty and econimc requirements with your peers.
NPS57 – Creating Loyalty Through Experience
NPS53 – Make Year-End 1099 Processing a Breeze Research has shown that superior experiences ensure loyalty longer,
(Hands-On) faster, and better than any product or service. Creating a great customer
Thursday, 8:30 a.m. – 9:30 a.m. experience isn’t just for big business. When you develop donor
relationships through great experiences with your organization, you turn
In this hands-on session, you will learn the key steps and nuances of them into your most loyal fans. They want to give again and again, and
processing all types of 1099s with Sage MIP Fund Accounting and Aatrix. they want their friends and family to give, too. During this interactive
Becoming a Power User | Sage MIP Fund Accounting session, we will look at lessons from several for-profit companies, and
more importantly, show you how to create an experience that will keep
your new donors from becoming one-hit wonders, and your repeat donors
from fading to black.
Business Building | Millennium, Sage Fundraising 50, Sage MIP
Fund Accounting

NPS50A – NPS67-2
REGISTER NOW!
NPS58 – Hands-on : The Gift Acknowledgement Triad NPS63 – Hands on: Advanced Mail Merges
Tuesday, 11:00 a.m. – 12:30 p.m. Wednesday, 3:30 p.m. – 5:00 p.m.
In this hands-on session, we will walk through three basic steps for Do you have multiple thank you letters or receipt documents for your
properly thanking donors: entering a gift with a letter code, running the Gift donors? How you thank your donors will impact how much and if they
Acknowledgements Report, and marking the gift as acknowledged. give to your organization again. In this hands-on session we will review
how to simplify the acknowledgment process in Sage Fundraising 50 with
Mastering Essentials | Sage Fundraising 50 advanced merge tips and techniques.
Exploring Integration | Sage Fundraising 50
NPS59 – Hands-on: Creative Querying:
The Unusual Suspects
NPS64 – Donate Now and Sage Payment Solutions
Thursday, 9:45 a.m. – 10:45 a.m.
In this jam-packed, hands-on session full of tips and examples, you will
clearly see the fundamental difference between queries and reports. This Does your organization take online donations? Nonprofits now have a
session will show how queries and reports join forces to help you gather faster, easier, more affordable way to handle credit card transactions
critical information from Sage Fundraising 50. You will also see creative in their database. In this session we will go over the fundamentals of
ways to utilize the Full Query tool for grabbing the “unusual” groups that processing credit card and debit card transactions with the new integrated
may be hidden within the depths of your database. You will also glean Sage Payment Solutions (a PCI compliant solution) and Sage FR50
ideas for data coding setup that can be implemented in your own office. Donate Now functionality. Help your organization understand how easy it is
Data coding is key in analyzing and tracking the subtleties of constituent to start taking donations on their website today.
information and giving. Exploring Integration | Sage Fundraising 50
Report Writing Essentials | Sage Fundraising 50
NPS65 – The Future of Sage Fundraising
NPS60 – Hands on: Reporting: Releasing Your Tuesday, 8:30 a.m. – 9:30 a.m.
Data Hostages
Sage is making significant strategic improvements to our fundraising
Thursday, 11:00 a.m. – 12:30 p.m. product line to simplify and strengthen our offerings and enable next
It always seems to happen at the very worst time--the last minute monster generation online fundraising solutions. Join us as we discuss each of our
report request! This hands-on session is designed to help you handle current fundraising products, our future portfolio, and how we will evolve to
those requests more efficiently and effectively. We will tour critical reporting address the needs of nonprofits large and small.
fundamentals and cover effective strategies you can use to quickly get Looking Ahead at Product Futures | Millennium, Sage Fundraising 50,
data out of the system and on that report. Sage MIP Fund Accounting
Report Writing Essentials | Sage Fundraising 50
NPS66 – What’s New in Sage Fundraising 50?
NPS61 – Seven Stages of a Major Gifts Donor in Sage Tuesday, 9:45 a.m. – 10:45 a.m.
Fundraising 50
What’s new? What’s coming very soon? What would you like to see in the
Thursday, 8:30 a.m. – 9:30 a.m. product? In this interactive session we’ll cover the latest release of Sage
In today’s extremely competitive nonprofit fundraising arena, the notion Fundraising 50, and the future of the product. Come check out the new
of simply having a bake sale or car wash just doesn’t get the job done stuff and share your input on what is to come in the future of the product.
like it may have in the past. Fundraising is now a science and today’s Looking Ahead at Product Futures | Sage Fundraising 50
development professional must lean heavily on the tools of technology
in planting and growing the seeds of major donor cultivation. Come and NPS67-1 – What’s New in Millennium? Part 1
explore moves management with the use of Sage Fundraising 50 as a key
tool in facilitating the defined strategy of growing a major prospect into a Tuesday, 9:45 a.m. – 10:45 a.m.
major donor. An overview and demonstration of new functionality released in Millennium
Business Building | Sage Fundraising 50 7.8, including Prospect Management enhancements, WealthEngine
integration, Relationship Circles, updates to the user interface, compliance
updates, and much more. This is Part 1 of a two-part session.
NPS62 – Web Wise: Best Practices for Search Engine
Optimization (SEO) and Web 2.0 Looking Ahead at Product Futures | Millennium
Thursday, 8:30 a.m. – 9:30 a.m.
NPS67-2 – What’s New in Millennium? Part 2
Web technology is moving so fast that it’s difficult to keep up. Where is
your organization on the Web life-cycle? Are search engines finding your Tuesday, 11:00 a.m. – 12:30 p.m.
site? This results-focused session will provide you with golden nuggets An overview and demonstration of new functionality released in Millennium
of information to attract visitors, tips to get your Web site ranked, and 7.8 including Prospect Management enhancements, WealthEngine
selecting Web 2.0 tools that are “in line” with your constituency. integration, Relationship Circles, updates to the user interface, compliance
Business Building | Millennium, Sage Fundraising 50, Sage MIP Fund updates, and much more. This session will include time for questions and
Accounting answers with the audience. This is Part 2 of a two-part session.
Looking Ahead at Product Futures | Millennium
73
Session
Tuesday, 2:15 p.m. –Descriptions
NPS68 – Sage ePhilanthropy
3:15 p.m.
NPS73 – The Past, Present, and Future of Sage MIP
Fund Accounting
Wednesday, 3:30 p.m. – 4:30 pa.m.
How do you exponentially increase your online donations and sell out
your events? Have your donors become fundraisers and event hosts in A complete look at the past, present, and future of Sage MIP Fund
their own right. Get ready for viral fundraising! Preview the exciting NEW Accounting, including detailed roadmaps and planned release content,
ePhilanthropy offerings from Sage. Learn how to create PCI compliant and your valuable feedback.
online donations, event registrations and membership registration forms,
and then have these pages available to your donors to publish on their Looking Ahead at Product Futures | Sage MIP Fund Accounting
own blogs, Facebook, LinkedIn, MySpace, and more!
NPS77 – Hands-on Session: Make Year-End 1099
Exploring Integration | Millennium, Peachtree by Sage - Quantum, Sage Processing a Breeze!
Fundraising 50, Sage MIP Fund Accounting
Tuesday, 11:00 a.m. – 12:00 p.m.
NPS69 – Screening Your Prospects With Wealth Engine In this hands-on session you will learn the key steps and nuances of
Wednesday, 11:00 a.m. – 12:30 p.m. processing all types of 1099s with Sage MIP Fund Accounting and Aatrix.
Prospect Researching just got easier. Learn about the prospect screening Exploring Integration | Sage MIP Fund Accounting
and research tools available through WealthEngine. See a demonstration
of the FindWealth Online application and learn why prospect screening is NPS78 – Tracking Student Participation
more important than ever in today’s tightening economy. Finally, see how Monday, 3:30 p.m. – 4:30 p.m.
WealthEngine’s FindWealth Online application integrates with Millennium.
With a few clicks research data is imported into Millennium--without any Hear how other sites are using Millennium to track constituents while they
programming expertise required. are still enrolled as students.
Exploring Integration | Millennium, Sage Fundraising 50 Millennium
NPS70 – Visual Analyzer NPS79 – Stimulus Money Affecting Your Organization?

Wednesday, 9:45 a.m. – 10:45 a.m. Monday, 2:00 p.m. – 3:00 p.m.
Improve the speed and quality of decision-making with the Millennium A round table session where we will be discussing all of the different
Visual Analyzer Business Intelligence module. The Visual Analyzer types of stimulus money being distributed, the breakdown of states
provides accessible information about key performance metrics, enabling disbursements, and the many ways in which it will help your organization
management to take a logical approach to decision-making and problem to fill the financial gaps this coming year.
solving. This session will demonstrate dashboards that allow end users Sage MIP Fund Accounting
to quickly uncover trends, monitor fundraising goals, and share key
information throughout your organization. NPS80 – Using Millennium at a Non-Profit Organization
Exploring Integration | Millennium Monday, 2:00 p.m. – 3:00 p.m.
Join Millennium users from other non-profit organizations to share ideas.
NPS71 – Visual Analyzer: Technical
Wednesday, 11:00 a.m. – 12:30 p.m. Millennium
The Visual Analyzer’s power lies in the unique customization options for PCH01 – Going With the Flow: Increase Your Peachtree
your organization’s dashboard. This session is geared for the report writing Consulting Business With New Peachtree Quantum Order
or technical staff supporting Visual Analyzer customizations. Learn about Process Workflow
the scripting methods utilized and the formatting tools provided through
the application. The session will demonstrate how a dashboard can be Tuesday, 9:45 a.m. – 10:45 a.m.
updated and subsequently published for immediate access by end users. Keeping track of the day-to-day work in a small to mid-sized business
Report Writing Essentials | Millennium can be a daunting task. In this session, you’ll learn how harnessing the
power of a workflow tracking system can help your company manage
information. With Peachtree Quantum’s new workflow tracking and user-
NPS72 – Millennium Conference Wrap-up and Awards
based dashboards, you’ll see how you can track work based on your own
Wednesday, 11:00 a.m. – 12:00 p.m. unique processes, route tasks to others, and focus on any exceptions
Back by popular demand we will conclude Summit with a Millennium when things don’t go as planned. Immediate notifications ensure everyone
Conference Wrap-Up and Award session. It’s just like the Oscars (without stays informed of the information upon which they need to act quickly.
fancy dresses and celebrities). What’s the best Millennium tip of the year? Leave this session with new ideas for making your business more efficient
Who was the best contributor to the listserve? Who is the Millennium User with Peachtree’s top-of-the-line, multi-user product: Peachtree Quantum.
of the Year? Celebrate each others’ contributions as we conclude another Mastering Essentials | Peachtree by Sage - Quantum
successful conference!
Looking Ahead at Product Futures | Millennium

NPS68 – PCH09
REGISTER NOW!
PCH02 – Peachtree’s Comprehensive Customer efforts. This session includes a lively exchange of ideas, examples, and
Management Tools resources that you can put to work right away. Although this session is
Tuesday, 11:00 a.m. – 12:30 p.m. developed with Peachtree customers in mind, all are welcome!
In this tough economy it is more important than ever for you to keep in Business Building | Peachtree by Sage - Quantum
touch with your customers, maintain positive relationships with them,
and manage the collections process. In this session, learn how to PCH06B – Ten Social Media Tips for Finding Customers
maximize your customers’ revenue and create higher satisfaction using in New Places
Peachtree’s Comprehensive Customer Management Tools. Preview the Thursday, 9:45 a.m. – 10:45 a.m.
NEW! Customer Management Center, and see how to combine this new
feature with powerful existing capabilities like Customer Letters and ACT! Attend this session to learn the fundamentals of using social media to
integration to assist you with handling collections efficiently, evaluating your network, promote your brand, and find new customers. Whether you’re
customers’ value, managing marketing interactions, and much more. new to social media or have tried some of the tools and are just looking
for ways to be more effective, we’ll give you ten tips for maximizing your
Mastering Essentials | Peachtree by Sage - Quantum efforts. This session includes a lively exchange of ideas, examples, and
resources that you can put to work right away. Although this session is
PCH03 – Basic Troubleshooting Techniques developed with Peachtree customers in mind, all are welcome!
Tuesday, 2:15 p.m. – 3:15 p.m. Business Building | Peachtree by Sage - Quantum
Would you like a better understanding of the core functionality of your
Peachtree Accounting or Peachtree Quantum product? Spend time with PCH07 – Improving Your Online Presence
Peachtree technical support, and learn basic troubleshooting tips and Wednesday, 11:00 a.m. – 12:00 p.m.
techniques that may translate into hours of savings each week. In this
session, we will cover Payroll, Inventory, and Reporting, including Financial Improve your Web site! Learn how to present a more professional
Statements and Data Verification. This session is appropriate for novices. appearance, drive more traffic to your site, and turn more of those
This session touches on security compliance issues by covering password browsers into customers. We’ll use real-world examples and give you
security enhancements. actionable tips to take back to the office and implement right away.
Although this session is developed with Peachtree customers in mind, all
Becoming a Power User | Peachtree by Sage - Quantum are welcome!
PCH04 – Advanced Troubleshooting Techniques Business Building | Peachtree by Sage - Quantum
Tuesday, 3:30 p.m. – 4:30 p.m.

PCH08 – Year- and Month-End Processing
Do you have a basic understanding of Peachtree Accounting or Peachtree Wednesday, 8:30 a.m. – 9:30 a.m.
Quantum functionality, but would like to take your technical skills to the
next level? Spend time with Peachtree technical support, and leave this Year-end can be a time-consuming and challenging time of year for
session with the knowledge to solve advanced technical problems with you and your company. In this session, Peachtree Customer Support
Peachtree Accounting by Sage. In this session, we will cover Networking, will demonstrate how to manage year-end procedures in Peachtree
Performance, Import/Export, and Integrity Checks. This session is Accounting by Sage, including tasks such as closing the fiscal and payroll
appropriate for those with an advanced knowledge of Peachtree. year, setting up vacation/sick time, updating user-maintained formulas, and
processing W-2s and 941s federal payroll tax forms.
Becoming a Power User | Peachtree by Sage - Quantum
Administering and Implementing Your System | Peachtree by Sage -
PCH05 – Product & Technical Roadmap Quantum
Monday, 2:00 p.m. – 3:00 p.m.

PCH09 – Introduction to Peachtree
This is your opportunity to be heard, and to help guide the future direction Monday, 3:30 p.m. – 4:30 p.m.
of Peachtree. Join the Peachtree product management team and
Peachtree users like yourself in an open discussion about upcoming If you haven’t seen Peachtree Accounting recently, or not at all, you will
Peachtree enhancements, and the product direction over the next three to be surprised at how much it offers small businesses. This session is
five years. The Peachtree team will share the “product roadmap” specifically for anyone wanting an overview of the Peachtree Product Line.
and is seeking your counsel on how to best deliver value to you and Imagine accounting software that does more than just crunch numbers—
your business. one that helps you gain the business edge you need with greater visibility,
enhanced analytics, and increased productivity. Peachtree is the high-
Peachtree by Sage - Quantum performance software that works the way you do, with flexible tools and
personalized features designed to improve internal communications
PCH06A – Ten Social Media Tips for Finding Customers and collaboration; provide better, faster customer service; and keep
in New Places key information secure. With Peachtree you can make more informed
Wednesday, 9:45 a.m. – 10:45 a.m. decisions, experience streamlined processes, and help get everyone
working together more efficiently.
Attend this session to learn the fundamentals of using social media to
network, promote your brand, and find new customers. Whether you’re What’s New and Product Intro | Peachtree by Sage - Quantum
new to social media or have tried some of the tools and are just looking
for ways to be more effective, we’ll give you ten tips for maximizing your
75
PCH10 – Experience Peachtree Quantum: More Than
Just Accounting
to learn, as this session is designed as a hands-on approach to learn
Crystal Reports fundamentals. We will focus on several areas, starting with
Monday, 3:30 p.m. – 4:30 p.m. how to create a new report using the report creation wizard. Other topics
include understanding the database tables and fields, properly linking
If you haven’t seen Peachtree Quantum, you will be surprised at how much database tables and fields together, formatting as well as grouping, and
it offers small and medium-sized businesses. This session is specifically sorting. We will also cover the different report sections, selection criteria,
for Peachtree customers who want an overview of Peachtree Quantum, and basic formulas. A complete workbook will be provided covering all the
the most comprehensive solution in the Peachtree line. See how areas in detail, so we can proceed to those sections that are of interest to
Peachtree Quantum 2010 helps businesses gain the business edge you the class, and you can continue your learning back at the office.
need with greater visibility, enhanced analytics, and improved workflow.
Peachtree Quantum is a high-performance business management solution Report Writing Essentials | Peachtree by Sage - Quantum
with flexible tools and personalized features designed to improve internal
communications and collaboration; provide better, faster customer service; PCH13-2 – Crystal Reports for Peachtree: Fundamentals
and keep key information secure. And, of course, it does accounting, too! Part 2 (Hands-On)
What’s New and Product Intro | Peachtree by Sage - Quantum Wednesday, 3:30 p.m. – 4:30 p.m.
Are you new to creating Crystal Reports with Peachtree? Then get ready
PCH11 – Data Verification and Integrity Check to learn, as this session is designed as a hands-on approach to learn
Tuesday, 3:30 p.m. – 4:30 p.m. Crystal Reports fundamentals. We will focus on several areas, starting with
how to create a new report using the report creation wizard. Other topics
Attend this session to gain a deeper understanding of the Data Verification include understanding the database tables and fields, properly linking
and Integrity check tools available for Peachtree. This knowledge will database tables and fields together, formatting as well as grouping, and
improve your troubleshooting skills and confidence when working with sorting. We will also cover the different report sections, selection criteria,
your Peachtree data in difficult situations. and basic formulas. A complete workbook will be provided covering all the
areas in detail, so we can proceed to those sections that are of interest to
Administering and Implementing Your System | Peachtree by Sage -
the class, and you can continue your learning back at the office.
Quantum
Report Writing Essentials | Peachtree by Sage - Quantum
PCH12-1 – Peachtree 2010: Part 1 (Hands-On)
Tuesday, 8:30 a.m. – 9:30 a.m. PCH14 – Integrated Products and Services: Highlights of What’s
Offered Today and a Discussion of Possibilities for Tomorrow
This session is intended for existing Peachtree customers. NEW! Quantum
Thursday, 8:30 a.m. – 9:30 a.m.
order process workflow, comprehensive employee record management,
stronger multi-user controls, business analytic benchmarking, a Attend this session to learn how you can solve your unique business
comprehensive customer management dashboard, and more— needs with a wide range of integrated third-party solutions developed by
Peachtree 2010 has a lot to offer. In this session, you’ll learn how to fully authorized Sage Development Partners. We will show you how to utilize
utilize Peachtree’s full product value. Members of Peachtree Product the new Sage Partner Solution Source to find and evaluate the Peachtree
Management will demonstrate each enhancement and discuss the real add-on applications that best meet the needs of your business. You can
solutions they provide to you. Valuable hands-on instruction rounds out also use this time to give us feedback on your own integration needs and
this session, which is not to be missed if you want the tools to effectively make suggestions for future add-ons.
use Peachtree 2010.
Exploring Integration | Peachtree by Sage - Quantum
Mastering Essentials | Peachtree by Sage - Quantum
PCH15 – Improve Your Productivity: Streamline Data Sharing
PCH12-2 – Peachtree 2010: Part 2 (Hands-On) Between Front and Back Office Users with Peachtree Quantum
Tuesday, 9:45 a.m. – 10:45 a.m. and ACT! Link
Tuesday, 3:30 p.m. – 4:30 p.m.
Part II of the Peachtree 2010 hands-on session: This session is intended
for existing Peachtree customers. NEW! Quantum order process workflow, Is your back-office staff getting bogged down with requests for information
comprehensive employee record management, stronger multi-user from sales and other functional areas in your company? Experience
controls, business analytic benchmarking, a comprehensive customer increased productivity by providing your staff with a real-time view of
management dashboard, and more Peachtree 2010 has a lot to offer. In customer and vendor information, and eliminate redundant data entry.
this session, you’ll learn how to fully utilize Peachtree’s full product value. Learn how ACT! can help share data and improve the response times to
Members of Peachtree Product Management will demonstrate each inquiries, and improve the entire customer experience.
enhancement and discuss the real solutions they provide to you. Valuable
hands-on instruction rounds out this session, which is not to be missed if Exploring Integration | Peachtree by Sage - Quantum
you want the tools to effectively use Peachtree 2010.
PCH19 – Peachtree Business Analytics: Powered by iLumen
Tuesday, 8:30 a.m. – 9:30 a.m.
PCH13-1 – Crystal Reports for Peachtree: Fundamentals Understand your financial strengths and weaknesses with Peachtree
Part 1 (Hands-On) Business Analytics—powered by iLumen. See how this solution allows
Thursday, 9:45 a.m. – 10:45 a.m. you to quickly evaluate your business’ financial performance and
identify challenges and opportunities within the business. Gain a better
Are you new to creating Crystal Reports with Peachtree? Then get ready understanding of how your business is performing with a comprehensive

PCH10 – SHC11
REGISTER NOW!
analysis of financial trends and industry-specific competitive intelligence. most recent release of Sage Intergy PACS powered by GE Centricity
Learn how to assess financial performance across a wide range of metrics, PACS-IW will benefit your organization. The discussion will focus on how
and compare against peers in your same industry, geographic region, or enhancements and changes within Sage Intergy PACS can assist with
size range. improving the user experience, as well as providing additional tools to
complete tasks.
Looking Ahead at Product Futures | PACS/Radiology/Imaging
SHC01 – Using Sage Practice Analytics to Gauge Practice
Performance SHC07 – Document Imaging: Roadmap Review
Tuesday, 2:15 p.m. – 3:15 p.m. Wednesday, 8:30 a.m. – 9:30 a.m.
Discover how Sage Practice Analytics enables you to assess and analyze In this session, Sage experts provide an overview of the strategic direction
the state of your practice. Users share their real-life experiences with this for Imaging. Discussions will focus on how enhancements and changes
analytical tool to improve their business and clinical performance. within the solution are designed to improve the user experience. You’ll hear
about the vision and direction of the product and get an overview of new
Report Writing Essentials | Sage Health Care General Interest and planned features.
SHC02 – Disaster Recovery: Planning to Protect Patient Data Looking Ahead at Product Futures | PACS/Radiology/Imaging
Wednesday, 9:45 a.m. – 10:45 a.m.
SHC08 – Document Imaging: Best Practices
From large hospitals to solo practices, having a disaster recovery plan Tuesday, 3:30 p.m. – 4:30 p.m.
is essential to protecting patient data and minimizing the impact of
downtime. In this session, an IT expert takes you through often-overlooked Maximize the use of your Imaging system by utilizing established best
practical steps you can take to minimize unplanned downtime. You will practices. You’ll see good examples of 1) set-up and planning (types/
learn to avoid some of the most common disaster recovery mistakes, as categories), 2) what to scan and when to scan, and 3) Imaging Tasks.
well as fundamental aspects of effective disaster recovery planning.
Becoming a Power User | PACS/Radiology/Imaging
Administering and Implementing Your System | Sage Health Care General
Interest SHC09 – Sage Intergy RIS: Roadmap
Tuesday, 2:15 p.m. – 3:15 p.m.
SHC03 – Encore EDI Update: Regulatory Issues and
Stimulus Impact In this session, Sage product management and developers provide
Wednesday, 8:30 a.m. – 9:30 a.m. an overview of the strategic direction for the Sage Intergy RIS solution.
Discussions will focus on how enhancements and changes within Sage
This encore session is designed to provide updates on important EDI Intergy RIS are designed to improve the user experience. You’ll hear about
topics you might have missed in the application tracks. Discussions will the vision and direction of the product and get an overview of new and
revolve around EDI impacts from the Stimulus bill, as well as upcoming planned features.
regulatory issues like 5010 and ICD10.
Looking Ahead at Product Futures | PACS/Radiology/Imaging
Mastering Essentials | Sage Health Care General Interest
SHC10 – Imaging: User-to-User Problem Solving Resolutions to
SHC04 – Revenue Cycle Management: What It Means and What Common Support Issues
You Need to Know Tuesday, 9:45 a.m. – 10:45 a.m.
Tuesday, 3:30 p.m. – 4:30 p.m.
Discuss best practices for approaching and resolving problems that
Practices of all sizes and specialties will take away key tips and techniques organizations occasionally encounter when using Imaging. The discussion
for improving financial performance and related concepts, such as Process will focus on leveraging the knowledge of the “tribe” to propose
Redesign and Workflow Optimization. suggestions for resolving problems and workflow issues faced by other
organizations. You will 1) see the benefits of holistic problem solving
Business Building | Sage Health Care General Interest approach, 2) learn to develop actionable solutions to problems, and 3)
network with other users who assist with problems.
SHC05 – Virtualization Technology: A Discussion of Pros and Cons
Tuesday, 9:45 a.m. – 10:45 a.m.
Participate in a primer session on the pros and cons of virtualization SHC11 – Revenue Cycle Management: Using Sage Intergy to
technology with Sage Intergy. Discuss the reasons IT shops are going Optimize the Revenue Cycle
virtual, and why and how this could impact your organization. Wednesday, 9:45 a.m. – 10:45 a.m.
Administering and Implementing Your System | Sage Health Care General Are you getting the most from your system? In this session, Community
Interest Health Center customers will hear how to use Sage Intergy to improve A/R
and cash flow, as well as reduce unused appointment slots. Presenters
SHC06 – Sage Intergy PACS: What’s New in the Most will cover helpful EDI tools such as eligibility verification and claim tracking.
Recent Version You’ll learn the benefits of PhoneTree® automated appointment reminder
Wednesday, 9:45 a.m. – 10:45 a.m. system, encounter tracking, and other valuable solutions to maximize your
revenue cycle.
Gain an understanding of how the new features and functionality of the
Business Building | Community Health Centers
77
SHC12 – Migrating to Sage Intergy CHC and Sage Intergy EHR:
The Why’s and How’s
management and EHR) will discuss the advantages of converting and
cover best practices.
Wednesday, 8:30 a.m. – 9:30 a.m. Administering and Implementing Your System | Sage Medical Manager
Hear a Community Health Care customer talk about lessons learned and
benefits they have experienced by migrating from Sage HealthPro XL and SHC17 – Introducing Sage Intergy Version 5.5
Sage Medical Manager to Sage Intergy CHC and Sage Intergy EHR. The Wednesday, 8:30 a.m. – 9:30 a.m.
discussion will focus on the conversion process and best practices from a
customer perspective. This is a Features and Benefits session for organizations who want to
consider converting to Sage Intergy. It’s your chance to get a structured
Mastering Essentials | Community Health Centers review of Sage Intergy offerings and ask questions about the product and
the implementation process in a non-sales environment. Note: Customers
SHC13 – Sage Intergy CHC Roadmap who want a full demo of the system may request to be scheduled during
Tuesday, 3:30 p.m. – 4:30 p.m. or following the conference.
Learn what’s on the way in our upcoming versions. This session will cover Looking Ahead at Product Futures | Sage Medical Manager
the roadmap for the Sage Intergy CHC module and Sage Intergy EHR.
Offer input on new features that would benefit your CHC organization. SHC18 – Revenue Cycle Management: Using Sage Medical
Manager to Optimize the Revenue Cycle
Looking Ahead at Product Futures | Community Health Centers
Tuesday, 3:30 p.m. – 4:30 p.m.
SHC14 – EDI Update for CHC Specific Issues, Regulatory Issues, Are you getting the most from your system? In this session, you will hear
and Stimulus Impact how to use Sage Medical Manager to improve A/R and cash flow and
Tuesday, 2:15 p.m. – 3:15 p.m. reduce unused appointment slots. Presenters will cover helpful EDI tools
such as eligibility verification and claim tracking. You’ll learn the benefits
This session is developed to help you maximize the use of EDI in a CHC of PhoneTree® automated appointment reminder system, encounter
environment. We will walk through the latest tools and EDI impacts from tracking, and other valuable solutions to maximize your revenue cycle.
the Economic Stimulus bill, as well as discuss the upcoming regulatory
issues like 5010 and ICD10. Business Building | Sage Medical Manager
Mastering Essentials | Community Health Centers SHC19 – Sage Medical Manager Top Five Support Issues and
Common Solutions
SHC15-1 – Introducing Sage Intergy CHC: Integrated Practice
Tuesday, 2:15 p.m. – 3:15 p.m.
Management and EHR (Part 1)
Monday, 3:30 p.m. – 4:30 p.m. “Does anyone else have this issue?” In this session, we will review the five
most common support issues and their recommended fixes. We’ll also
Explore Sage Intergy CHC, a continuing evolution of practice management instruct you on how you can empower your practice by using Web Tools
and EHR (Electronic Health Records) for clinics that are governed by the on the Sage Support Center to create your own service requests and solve
rules established for FQHCs and federally qualified Rural Health Clinics. some problems on your own.
See how this product takes the complex and makes it simple.
Mastering Essentials | Sage Medical Manager
Looking Ahead at Product Futures | Community Health Centers
SHC20 – Sage Medical Manager v11: Introducing Renaissance
SHC15-2 – Introducing Sage Intergy CHC: Integrated Practice
Tuesday, 9:45 a.m. – 10:45 a.m.
Management and EHR (Part 2)
Tuesday, 9:45 a.m. – 10:45 a.m. This session will cover the new features of Sage Medical Manager version
11, including a demonstration of our exciting new Renaissance module!
This session is a continuation of the Part 1 exploration of Sage Intergy This Windows application streamlines everyday functions like new patient
CHC, a continuing evolution of practice management and EHR entry, appointments, check-in, and check out, and it includes a powerful
(Electronic Health Records) for clinics that are governed by the rules new search tool! We will also cover platform and server needs, as well as a
established for FQHCs and federally-qualified Rural Health Clinics. In question and answer session.
this portion of the presentation, we will focus on data collection for UDS
and collaborative reports. Looking Ahead at Product Futures | Sage Medical Manager
Looking Ahead at Product Futures | Community Health Centers SHC21 – Found! Forgotten Features of Sage Intergy
SHC16 – Migrating to Sage Intergy and Sage Intergy EHR
Wednesday, 9:45 a.m. – 10:45 a.m. In this session, Sage provides a review of key tools, features, and reports
designed to improve collections, maximize appointment scheduling,
Are you prepared to achieve “meaningful use” with Electronic Health improve data collection, and increase practice efficiencies.
Records? This session will cover preparing for stimulus data collection and
reporting using the Intergy standalone and integrated EHR products. A Becoming a Power User | Sage Intergy
customer who has successfully converted to Sage Intergy Suite (practice

SHC12 – SHC32
REGISTER NOW!
SHC22 – EDI Update, Recent Features, Regulatory Issues, and SHC28-1 – RIS: User-to-User Problem Solving—Resolutions to
Stimulus Impact Common Support Issues (Part 1)
Wednesday, 9:45 a.m. – 10:45 a.m. Monday, 2:00 p.m. – 3:00 p.m.
This session is developed to help you maximize the use of EDI within Sage Join a discussion of best practices for approaching and resolving problems
Intergy. We will walk through the latest new features and EDI impacts from that are common within the diagnostic imaging domain. Discussions will
the Stimulus bill, as well as discuss upcoming regulatory issues like 5010 focus on leveraging the knowledge of the “tribe” to propose suggestions
and ICD10. for resolving problems and workflow issues faced by other organizations.
You will 1) see the benefits of holistic problem solving approach, 2) learn to
Mastering Essentials | Sage Intergy develop actionable solutions to problems, and 3) network with other users
who assist with problems.
SHC23 – Sage Intergy Roadmap
Tuesday, 3:30 p.m. – 4:30 p.m.
Review the Sage Intergy roadmap. Learn how new features and SHC28-2 – RIS: User-to-User Problem Solving Resolutions to
enhancements will benefit your practice and how upcoming features will Common Support Issues (Part 2)
cover regulatory issues like 5010 and ICD-10. Monday, 3:30 p.m. – 4:30 p.m.
Looking Ahead at Product Futures | Sage Intergy (Continuation of Part 1) Join a discussion of best practices for approaching
and resolving problems that are common within the diagnostic imaging
SHC24 – Simplify the Management of Multiple Practices With domain. Discussions will focus on leveraging the knowledge of the “tribe”
Enterprise Desktop to propose suggestions for resolving problems and workflow issues faced
Tuesday, 2:15 p.m. – 3:15 p.m. by other organizations. You will 1) see the benefits of holistic problem
solving approach, 2) learn to develop actionable solutions to problems,
This session will inform you of how the typical business office user can and 3) network with other users who assist with problems.
maximize their time using the Enterprise Desktop by performing functions
such as patient lookup, claim submission, or payment posting for all of Becoming a Power User | PACS/Radiology/Imaging
their practices via a single desktop. Get an overview of the Enterprise
tools, as well as a workflow review and a peek at recent changes in the SHC29 – Managing the Infrastructure of Your CHC Organization
Enterprise Desktop. Monday, 2:00 p.m. – 3:00 p.m.
Mastering Essentials | Sage Intergy Build and strengthen the backbone of your organization. A Sage expert on
Platforms will advise you on managing your system infrastructure. Topics
SHC25 – Understanding Sage Intergy Reports and Concepts will include version management, sizing of hardware, backup and disaster
Tuesday, 9:45 a.m. – 10:45 a.m. recovery, wireless networking, hardware lifecycle, and network security.
In this session, we’ll review general Sage Intergy reporting concepts and Administering and Implementing Your System | Community
terminology. We’ll also provide an insight as to why output might vary Health Centers
from one report to the next. The presenter will also review the Standard
Financial Reports and highlight the options available within each key report. SHC30 – EDI Update, Recent Features, Regulatory Issues, and
We’ll conclude with tips on creating favorites and going paperless. Stimulus Impact
Report Writing Essentials | Sage Intergy Monday, 2:00 p.m. – 3:00 p.m.
This session is developed to help you maximize the use of EDI within Sage
SHC26 – Remote Desktop, Terminal Services, and Citrix: Using Medical Manager. We will walk through the latest new features and EDI
Remote Access Technology to Connect Your Enterprise impacts from the Stimulus bill, as well as discuss the upcoming regulatory
Monday, 3:30 p.m. – 4:30 p.m. issues like 5010 and ICD10.
Learn about technology you can use to efficiently connect remote Mastering Essentials | Sage Medical Manager
locations across your Enterprise. Discuss the pros and cons of available
solutions and how they are used to provide safe, secure access to your SHC31 – Sage Medical Manager Tips and Techniques
practice management and EHR systems. Monday, 3:30 p.m. – 4:30 p.m.
Administering and Implementing Your System | Sage Health Care Sage Medical Manager is a feature-rich system. Are you using it at
General Interest full capacity? This session will cover tips and tricks that you may have
forgotten or maybe never knew. You may come away with some ideas to
SHC27 – RHIO, CHITA, HIE—What Do All Those Letters Mean to make your job easier!
Interoperability?
Mastering Essentials | Sage Medical Manager
Monday, 2:00 p.m. – 3:00 p.m.
Learn how to navigate the “alphabet soup” of interoperability and identify SHC32 – Effective Collections With Sage Intergy
opportunities in your area to “get connected”. Monday, 2:00 p.m. – 3:00 p.m.
Business Building | Sage Health Care General Interest Don’t leave valuable revenue on the table. Maximize your collections by
monitoring outstanding accounts. Learn how the Sage Intergy Collections
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Module can track all outstanding balances and ensure that your staff is
working efficiently by addressing accounts based on the practice priorities.
SHC38 – ePrescribing with Sage Solutions: Tips and Tricks and
the CMS ePrescribing Incentive
Hear a Sage customer speak about how they are successfully using the Tuesday, 3:30 p.m. – 4:30 p.m.
Collections Module and the typical collections workflow to proactively
manage their receivables. This session is designed to help practices address e-prescribing
challenges and understand the regulatory landscape, including CMS
Becoming a Power User | Sage Intergy (Center for Medicare & Medicaid Services) incentives and DEA (Drug
Enforcement Administration) regulations. Covered subjects will include
SHC33 – Sage Intergy Denial Management Strategy workflow simulations for refill requests, prescribing narcotics, and working
Monday, 3:30 p.m. – 4:30 p.m. with local pharmacies.
This session provides a Denial Strategy Review and guidance on Mastering Essentials | Sage Intergy EHR
implementing a denial management system at your practice. We’ll do an
overview of tools and a review of the typical workflow. We’ll also provide SHC39 – Sage Intergy EHR: Mobile EHR and Charge Capture
an understanding of the expected changes to your current workflow while Wednesday, 8:30 a.m. – 9:30 a.m.
highlighting the benefits to the practice. This session will also cover denial
reports and tips for tracking success. Whether from hospitals, nursing facilities, or home, it’s important for
providers in remote care settings to stay connected to their practice
Becoming a Power User | Sage Intergy management and EHR (Electronic Health Record) systems. Experts will
educate you about remote charge capture and online EHR access using
SHC34 – Sage Intergy EHR: Confidential Patient/Chart Overview mobile devices.
Monday, 2:00 p.m. – 3:00 p.m. Mastering Essentials | Sage Intergy EHR
One of the defining features of an EHR is the ability to improve the security
of protected patient health information. In this session, you will learn about SHC40 – Sage Intergy EHR: Integrating Order Entry Set Up and
maintaining physical security of patient medical records in compliance with Increasing Efficiency
HIPAA and Red Flag Rules. Wednesday, 9:45 a.m. – 10:45 a.m.
Mastering Essentials | Sage Intergy EHR To be efficient, automation of provider workflow must go beyond
encounter documentation to include order and results workflow
SHC35 – Sage Intergy EHR: Physician Quality Reporting and related communication. This session will address strategies for
Initiative (PQRI) implementing Orders Management and integrating it into practice
Monday, 3:30 p.m. – 4:30 p.m. workflow. Attendees will learn how to set up orders and incorporate
Clinical Correspondence.
While recognizing the potential benefits of capturing PQRI incentives, many
practices have concerns about associated labor and workflow impact. Becoming a Power User | Sage Intergy EHR
In this session, we will examine a revenue model and business case for
reporting PQRI, along with system tips and tricks to automate this process. SHC41 – Sage Practice Analytics Dashboard
Business Building | Sage Intergy EHR Monday, 8:30 a.m. – 9:30 a.m.
Sage Practice Analytics users will discuss ways to use dashboards to
SHC36 – Sage Intergy EHR: Encounter Note Make it Simple! measure success and guide future decisions.
Tuesday, 9:45 a.m. – 10:45 a.m. Community Health Centers, Sage Intergy, Sage Medical Manager
Attend this session to learn from a peer user about practical time-saving
approaches to using Encounter Note to boost provider efficiency and SHC42 – EDI: Real-time Claim Adjudication
productivity. Topics to be covered will include copying from Favorites and Monday, 8:30 a.m. – 9:30 a.m.
Previous Encounters, as well as form design concepts.
An EDI expert from Sage will facilitate this user discussion on how to use
Becoming a Power User | Sage Intergy EHR real-time claim adjudication to reduce your patient A/R.
SHC37 – Sage Intergy EHR: Connecting Your Practice Secure Community Health Centers, Sage Intergy, Sage Intergy EHR, Sage Medical
Patient Communications Manager
Tuesday, 2:15 p.m. – 3:15 p.m.
SHC43 – Sage Intergy EHR: Capturing PQRI Incentives
From using new efficiency boosting features to developing patient Monday, 8:30 a.m. – 9:30 a.m.
engagement around anticipated “meaningful use” requirements, this
session is designed to help your practice get the most out of Sage Intergy Healthcare customers who are currently benefitting from PQRI (Medicare
Practice Portal. We’ll cover Instant Medical History questionnaires, online Physician Quality Reporting Initiative) incentives and those who are
payments, lab results, and interoperability with HIE (Health Information interested in beginning will want to join this exchange of ideas on process,
Exchange) using CCD. staff utilization, workflow and reporting.
Business Building | Sage Intergy EHR Sage Intergy EHR

SHC33 – STO4
REGISTER NOW!
SHC44 – Sage Medical Manager: Migrating to STO1-2A – Introduction to ODBC (Part 1 of 2)

Sage Intergy Wednesday, 2:15 p.m. – 3:15 p.m.
Monday, 8:30 a.m. – 9:30 a.m.
Novice ODBC users will get down to basics in this session that reviews
Sage customers interested in converting from Sage Medical Manager the fundamentals of Open Database Connectivity (ODBC). We’ll show
to Sage Intergy will interact with those who’ve already made the change you how to use the Sage Timberline Office ODBC driver to interact with
to discuss lessons learned and the best approach to a successful Microsoft applications such as Access, Excel, and Word. You’ll learn how
implementation. to create data source names (DSN), create and automate a vendor mailing
list, extract job cost data into a spreadsheet, view Sage Timberline Office
Sage Medical Manager data in other applications, and perform many other common tasks using
ODBC. Note: Customers must register for both parts of this two-part
SHC45 – Improving Patient Communication: session series. Part 2 is a hands-on lab session where participants can
Secure Messaging practice what they learned during Part 1.
Monday, 8:30 a.m. – 9:30 a.m.
Report Writing Essentials | Sage Timberline Office – General, Sage
Users of Sage Intergy Practice Portal will discuss easy customization to Timberline Office – Reporting and Other Tools
meet individual practice needs and pace, development and use of online
forms, ways to get patients more involved in their care, and how to use the STO1-2B – Introduction to ODBC Hands-On Lab (Part 2 of 2)
system for marketing. Wednesday, 3:30 p.m. – 5:00 p.m.
Sage Intergy, Sage Intergy EHR, Sage Medical Manager In this follow-up session, you’ll have an opportunity to practice the
concepts and principles you learned in the “Introduction to ODBC”
SHC46 – Sage Intergy EHR: Economic Stimulus session. Knowledgeable staff will be on-hand to monitor your progress and
Incentives for Healthcare answer questions. Participants must register for both parts of this two-part
Monday, 8:30 a.m. – 9:30 a.m. session. Note: Hands-on sessions fill up quickly, so register early to ensure
your spot.
This round table discussion will focus on meeting the criteria for
“meaningful use” of Electronic Health Records (EHR) to benefit from Report Writing Essentials | Sage Timberline Office – General, Sage
government incentives under the ARRA (American Recovery and Timberline Office – Reporting and Other Tools
Reinvestment Act).
STO3-1 – Financial Statement Designer: Introduction
Community Health Centers, Sage Intergy, Sage Intergy EHR, Sage Medical
(Part 1 of 2)
Manager
Thursday, 8:30 a.m. – 9:30 a.m.
STO1-1A – Introduction to ODBC (Part 1 of 2) This overview prepares you to plan, create, and customize financial
Tuesday, 2:15 p.m. – 3:15 p.m. statements to meet your company’s reporting needs. You will learn the
elements that make up a financial statement design and how to generate
Novice ODBC users will get down to basics in this session that reviews default statements. Note: Customers must register for both parts of this
the fundamentals of Open Database Connectivity (ODBC). We’ll show two-part session series. Part 2 is titled “Financial Statement Designer:
you how to use the Sage Timberline Office ODBC driver to interact with Create a Basic Financial Statement (Part 2 of 2)” and is a hands-on lab
Microsoft applications such as Access, Excel, and Word. You’ll learn how session where participants can practice what they learned during Part 1.
to create data source names (DSN), create and automate a vendor mailing
list, extract job cost data into a spreadsheet, view Sage Timberline Office Mastering Essentials | Sage Timberline Office – Construction Accounting,
data in other applications, and perform many other common tasks using Sage Timberline Office – Property Management, Sage Timberline Office –
ODBC. Note: Customers must register for both parts of this two-part Reporting and Other Tools
session series. Part 2 is a hands-on lab session where participants can
practice what they learned during Part 1. STO3-2 – Financial Statement Designer: Create a Basic
Financial Statement Hands-On Lab (Part 2 of 2)
Timberline Office – Reporting and Other Tools Thursday, 9:45 a.m. – 10:45 a.m.
In Part 2 of this two-part session, you will learn how to create a basic
STO1-1B – Introduction to ODBC Hands-On Lab financial statement that includes your company logo. Participants must
(Part 2 of 2) register for both parts of this two-part session. Part 1 is titled “Financial
Tuesday, 3:30 p.m. – 5:00 p.m. Statement Designer: Introduction (Part 1 of 2)”. Note: Hands-on sessions
fill up quickly, so register early to ensure your spot.
In this follow-up session, you’ll have an opportunity to practice the
concepts and principles you learned in the “Introduction to ODBC” Mastering Essentials | Sage Timberline Office – Construction Accounting,
session. Knowledgeable staff will be on-hand to monitor your progress and Sage Timberline Office – Property Management, Sage Timberline Office –
answer questions. Participants must register for both parts of this two-part Reporting and Other Tools
session. Note: Hands-on sessions fill up quickly, so register early to ensure
your spot. STO4 – Integrating Sage Timberline Office Project Management
With Accounting
Timberline Office – Reporting and Other Tools Wednesday, 9:45 a.m. – 10:45 a.m.
One of the challenges of implementing Project Management software
is managing the interaction between the Operations and Accounting
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departments. In this session, we’ll explore the use of Project Management
as a productivity and information tool that allows both departments to
STO9 – Are You Really Using Sage Timberline Office to Its
Fullest Extent?
maintain the control that each is assigned. We’ll also take a look at the Tuesday, 8:30 a.m. – 9:30 a.m.
Sage Desktop as a facilitator of role-based tasks and as a reporting and
information center. If you’ve ever made the comment, “I know we’re not using Sage
Timberline Office to its fullest extent, but . . .”, join this session to open
Mastering Essentials | Sage Timberline Office – Project Management your eyes to the possibilities! We’ll cover features in Job Cost, Accounts
Payable, and Accounts Receivable that you may not have known were
STO5 – Error Correction for Sage Timberline Office Job Cost there, or just didn’t know how they could help you. You’ll see how Custom
Wednesday, 11:00 a.m. – 12:30 p.m. Totals can provide useful information in your Job Cost reports and learn
how to build import templates for AR and AP invoices. We’ll walk through
In this session, you will learn about various methods of correcting errors the relevant processes, so you’ll know exactly what to expect. We’ll also
within Job Cost. We’ll discuss the possible causes for these errors and learn how to set up a “Playground” database to test imports.
learn how the posting process impacts error correction. We’ll also review
the change entries option and show you the basic rules to follow when Becoming a Power User | Sage Timberline Office – Construction
utilizing this powerful feature. Finally, we’ll cover some tips about how Accounting, Sage Timberline Office – Property Management
reports can help you when it’s time to correct an error.
STO10 – Sage Timberline Office Security and Sarbanes-Oxley
Becoming a Power User | Sage Timberline Office – Construction
Accounting, Sage Timberline Office – Project Management Wednesday, 11:00 a.m. – 12:30 p.m.
Good news for you and for your auditors. Sage Timberline Office contains
STO6 – Error Correction for Sage Timberline Office Payroll internal controls that help you with SOX compliance. Are you using these
Wednesday, 11:00 a.m. – 12:30 p.m. features? Attend this session to get an understanding of the internal
software controls that help you achieve tighter security and accuracy of
Payroll can be a sensitive subject, especially if errors find their way to your your financial data. Do you know how to use the controls that secure your
employees’ checks. You want to make sure that your employees are data and limit access? What built-in features ensure data integrity and
getting paid the correct amount and that they have the correct information accuracy? What reports and reconciliation tools should you be using?
on their checks. Errors can impact reports as well, so any problems can What disaster recovery tools are part of your software? This session will
be compounded. In this session, we’ll explore a variety of common errors help you understand, use, and document the features and controls that
encountered during payroll processing and learn how to painlessly (well, help you become SOX compliant.
almost painlessly) resolve them.
Administering and Implementing Your System | Sage Timberline
Becoming a Power User | Sage Timberline Office – Construction Office – General
Accounting
STO12 – Sage Timberline Office Project Management
STO7 – Document Management Tips and Tricks Tips and Tricks
Wednesday, 3:30 p.m. – 5:00 p.m. Wednesday, 3:30 p.m. – 5:00 p.m.
This session is for those who already know how to use Document This popular session is chock-full of good ideas and shortcuts to help
Management but need to address some special circumstances. For you use Project Management more effectively. You’ll leave with a list of
example, what if you have something you need to “white out” on a things to try back at the office. Have you thought of using the drawing
document? What options are there for pairing two documents together, log for other uses, setting up internal distribution lists, or sending out
like a check and an invoice? Learn how to do this and more when meeting notes in Microsoft Word or Excel format? Want to know how
you attend this session. Bring your own tricks to share with the group, to insert subtotals in the price/cost estimate grid or use custom fields to
or bring situations you have encountered with which you need help. track details of individual submittal items? We’ll get you looking at familiar
This will be an informal session with time to address your Document windows and tasks in new ways and point out super features that tend to
Management questions. get overlooked.
Becoming a Power User | Sage Timberline Office – General Becoming a Power User | Sage Timberline Office – Project Management
STO8 – Crystal Reports for Sage Timberline Office: STO13 – Document Management: Scanning and Classifying
Beyond the Basics--Create a Drill-Down Report
Wednesday, 11:00 a.m. – 12:30 p.m.
Hands-On Lab
Wednesday, 9:45 a.m. – 10:45 a.m. We will explore the three methods used to capture and scan documents,
reports, and electronic images into Document Management. You will learn
Instead of presenting your data in the traditional way, why not be creative how to classify documents using a number of options, such as document
and make your reports more eye-catching? The ability to drill down type, job number, or property. Find out how to route the documents to
on specific information is one of the more powerful reporting features others in your office for approval.
of Crystal Reports. You can have a much cleaner looking report that
allows the user to view detailed information only when needed. Note: We Mastering Essentials | Sage Timberline Office – General
anticipate these hands-on, focused training sessions will fill up quickly, so
sign up early to ensure your spot.
Timberline Office – Reporting and Other Tools

STO5 – STO18
REGISTER NOW!
STO14-1A – Introduction to Sage Timberline Office STO16-1 – Sage Timberline Office Beginning Report
Inquiry Designer (Part 1 of 2) Designer (Part 1 of 2)
Tuesday, 11:00 a.m. – 12:00 p.m. Tuesday, 9:45 a.m. – 10:45 a.m.
Did you know that you can create your own custom inquiries and modify If you’re new to Report Designer or need to brush up on the basics,
existing ones using Inquiry Designer? In this two-part session, you’ll see this session will provide you with a solid foundation in report designing
how Inquiry Designer can provide the precise, real-time information that skills, concepts, and terminology. You’ll learn best practices for
you need to run your business. We’ll demonstrate the tools you’ll need designing reports, including a step-by-step process that makes
to get started designing inquiries and review the basics of the Sage designing reports a breeze. Participants must register for both parts
Timberline Office database. This is also a great opportunity to see the new of this two-part session. Note: Hands-on sessions fill up quickly, so
look of Inquiry Designer! Customers are required to register for both parts register early to ensure your spot.
of this two-session series. Hands-on sessions fill up quickly, so sign up
early to ensure your spot! Report Writing Essentials | Sage Timberline Office – General, Sage
Mastering Essentials | Sage Timberline Office – General, Sage Timberline
Office – Reporting and Other Tools STO16-2 – Sage Timberline Office Beginning
Report Designer Hands-On Lab (Part 2 of 2)
STO14-1B – Introduction to Sage Timberline Office Inquiry Tuesday, 11:00 a.m. – 12:30 p.m.
Designer (Part 1 of 2)
Thursday, 9:45 a.m. – 10:45 a.m. In this follow-up to the “Beginning Report Designer” session, you’ll have
an opportunity to practice the concepts and principles you learned about
Did you know that you can create your own custom inquiries and modify report design in a hands-on computer lab. Knowledgeable staff will be on-
existing ones using Inquiry Designer? In this two-part session, you’ll see hand to monitor your progress and answer questions. Participants must
how Inquiry Designer can provide the precise, real-time information that register for both parts of this two-part session series. We anticipate that
you need to run your business. We’ll demonstrate the tools you’ll need hands-on sessions will fill up quickly, so register early to ensure your spot.
to get started designing inquiries and review the basics of the Sage
Timberline Office database. This is also a great opportunity to see the new Report Writing Essentials | Sage Timberline Office – General, Sage
look of Inquiry Designer! Customers are required to register for both parts Timberline Office – Reporting and Other Tools
of this two-session series. Hands-on sessions fill up quickly, so sign up
early to ensure your spot! STO17-1 – Sage Timberline Office Beginning Report
Designer (Part 1 of 2)
Mastering Essentials | Sage Timberline Office – General, Sage Timberline
Office – Reporting and Other Tools
If you’re new to Report Designer or need to brush up on the basics,
STO14-2A – Introduction to Sage Timberline this session will provide you with a solid foundation in report designing
Office Inquiry Designer Hands-On Lab (Part 2 of 2) skills, concepts, and terminology. You’ll learn best practices for
Tuesday, 2:15 p.m. – 3:15 p.m. designing reports, including a step-by-step process that makes
designing reports a breeze. Participants must register for both parts
In this follow-up to the “Beginning Inquiry Designer” session, you’ll have of this two-part session. Note: Hands-on sessions fill up quickly, so
an opportunity to practice the concepts and principles you learned about register early to ensure your spot.
inquiry design in a hands-on computer lab. Knowledgeable staff will be on-
hand to monitor your progress and answer questions. Participants must Report Writing Essentials | Sage Timberline Office – General, Sage
register for both parts of this two-part session series. We anticipate that Timberline Office – Reporting and Other Tools
hands-on sessions will fill up quickly, so register early to ensure your spot.
STO17-2 – Sage Timberline Office Beginning
Mastering Essentials | Sage Timberline Office – General, Sage Timberline Report Designer Hands-On Lab (Part 2 of 2)
STO14-2B – Introduction to Sage Timberline In this follow-up to the “Beginning Report Designer” session, you’ll have
Office Inquiry Designer Hands-On Lab (Part 2 of 2) an opportunity to practice the concepts and principles you learned about
Thursday, 11:00 a.m. – 12:00 p.m. report design in a hands-on computer lab. Knowledgeable staff will be on-
hand to monitor your progress and answer questions. Participants must
In this follow-up to the “Beginning Inquiry Designer” session, you’ll have register for both parts of this two-part session series. We anticipate that
an opportunity to practice the concepts and principles you learned about hands-on sessions will fill up quickly, so register early to ensure your spot.
inquiry design in a hands-on computer lab. Knowledgeable staff will be on-
hand to monitor your progress and answer questions. Participants must Report Writing Essentials | Sage Timberline Office – General, Sage
register for both parts of this two-part session series. We anticipate that Timberline Office – Reporting and Other Tools
hands-on sessions will fill up quickly, so register early to ensure your spot.
STO18 – Sage Timberline Office Report Designer:
Mastering Essentials | Sage Timberline Office – General, Sage Timberline Beyond the Basics--Advanced Formulas Hands-On Lab
Thursday, 8:30 a.m. – 9:30 a.m.
Join us for this session to learn how to use Report Designer advanced
functions to retrieve exactly the right information for your reports.
Sometimes the information you need is buried in a table, or the field you
83
want in your custom sort is the wrong field type. In this session, you’ll learn
how to use the Table and Match functions to create report formulas to get
Receivables task so that the next time you have to correct an entry, you
can use the most appropriate method.
that valuable information on your reports! Note: We anticipate that these
hands-on sessions will fill up quickly. Register early to ensure your spot! Becoming a Power User | Sage Timberline Office – Construction
Accounting
Timberline Office – Reporting and Other Tools STO22 – System Administration for Document
Management
STO19 – Error Correction for Sage Timberline Office Contracts Tuesday, 11:00 a.m. – 12:30 p.m.
and Billing
Tuesday, 2:15 p.m. – 3:15 p.m. This session is intended for system administrators and privileged
operators who install Document Management and oversee the setup and
The Contracts and Billing applications are closely intertwined. A mistake on maintenance of the Document Management software. Participants will
a contract affects billing, and a mistake on billing affects the contract and learn about system and installation requirements and backup procedures,
your bottom line. Join us, and learn how to correct common mistakes, as as well as how to use the Setup Wizard to quickly get Document
well as ways to avoid them in the future. Management up and running.
Becoming a Power User | Sage Timberline Office – Construction Mastering Essentials | Sage Timberline Office – General
Accounting
STO23 – Document Management: Inboxes and Queries
STO20-1 – Managing Project and Contract Changes With Sage Tuesday, 3:30 p.m. – 5:00 p.m.
Timberline Office Project Management (Part 1 of 2)
Tuesday, 11:00 a.m. – 12:30 p.m. Document Management helps customers manage the volume of paper
that finds its way into the office, store documents for safekeeping, and
Learn how to use Project Management to thoroughly track project easily find those documents when they need them later. In this session,
changes and contract changes as they occur through the entire change you’ll learn how to manage your Document Management inboxes and
cycle so that you have real-time information about project estimates, costs, how to retrieve documents based on a number of possible classifications.
and expected revenue. Within each step in the change cycle, we’ll also
discuss the different but compatible roles played by the operations team Mastering Essentials | Sage Timberline Office – General
and the accounting team. Topics include setup considerations, purchase
orders, and subcontracts, as well as recording potential changes, tracking STO24 – Sage Timberline Office Report Designer:
quotes, pricing a change, and managing the change request approval Beyond the Basics—Accumulating Functions
process. We will cover how to issue change orders, how to automatically Hands-On Lab
revise the estimate and the revenue contract with changes, and how to Tuesday, 8:30 a.m. – 9:30 a.m.
issue the related commitment change orders. Note: Customers must
register for both Parts 1 and 2 of this two-part session. The totals available on a report are controlled by your sort order, but how
can you get additional totals onto your report when you need them? Use
Mastering Essentials | Sage Timberline Office – Project Management accumulating functions to perform calculations on a series of records to
create subtotals, grand totals, and other cumulative functions. Note: We
STO20-2 – Managing Project and Contract Changes With Sage anticipate hands-on, focused training sessions will fill up quickly, so sign up
Timberline Office Project Management (Part 2 of 2) early to ensure your spot.
Tuesday, 2:15 p.m. – 3:15 p.m. Report Writing Essentials | Sage Timberline Office – General, Sage
Learn how to use Project Management to thoroughly track project Timberline Office – Reporting and Other Tools
changes and contract changes as they occur through the entire change
cycle so that you have real-time information about project estimates, costs, STO25 – Sage Timberline Office Report Designer:
and expected revenue. Within each step in the change cycle, we’ll also Beyond the Basics—Date Functions Hands-On Lab
discuss the different but compatible roles played by the operations team Wednesday, 9:45 a.m. – 10:45 a.m.
and the accounting team. Topics include setup considerations, purchase
orders, and subcontracts, as well as recording potential changes, tracking Aging reports require complex date calculations that are beyond the
quotes, pricing a change, and managing the change request approval ability of basic formulas. By using the various date functions, you can
process. We will cover how to issue change orders, how to automatically have the system calculate the number of days between two dates,
revise the estimate and the revenue contract with changes, and how to generate a new date, or compare an invoice date to the system date
issue the related commitment change orders. Note: Customers must to give you a current aging value. In this session, we will explore the
register for both Parts 1 and 2 of this two-part session. different date functions available in Sage Timberline Office. Note: We
anticipate these hands-on, focused training sessions will fill up quickly,
Mastering Essentials | Sage Timberline Office – Project Management so sign up early to ensure your spot.
STO21 – Sage Timberline Office Error Correction for Accounts
Receivable
Tuesday, 3:30 p.m. – 5:00 p.m. STO26 – Crystal Reports for Sage Timberline Office:
Which error correction method should you use in Accounts Receivable Beyond the Basics—Using Subreports Hands-On Lab
when there are several options? In this session, we’ll focus on the Adjust Wednesday, 11:00 a.m. – 12:00 p.m.
Do you need your report to show information from tables that you can’t
figure out how to link? Why not use subreports? Subreports give you

STO19 – STO36-1
REGISTER NOW!
STO33 – Crystal Reports Hands-On Lab: Work on Your

flexibility in presenting information in ways not possible with a single
Own Project
report. In fact, several Sage Timberline Office reports that come with your
software rely on subreports, such as the Desktop homepages, billing Wednesday, 8:30 a.m. – 9:30 a.m.
invoice formats, and Project Management reports. In this session, we’ll If you’ve been participating in Summit Crystal Reports sessions (this year
explore different ways to use subreports. We anticipate hands-on sessions or during a past Summit conference) and need some additional lab time
will fill up quickly, so register early to ensure your spot. to work on hands-on activities, this is your chance. Product experts will be
Report Writing Essentials | Sage Timberline Office – General, Sage available to answer questions.
Timberline Office – Reporting and Other Tools Report Writing Essentials | Sage Timberline Office – General, Sage
STO27 – Getting Started With Document Management
Tuesday, 8:30 a.m. – 9:30 a.m. STO34A – Optimizing Sage Timberline Office Crystal
Reports for Speed
If you are new to Document Management, you’ll want to attend this
session to learn the fundamentals. We’ll explore how to add Classification Wednesday, 8:30 a.m. – 9:30 a.m.
Fields and Document Types using Document Management Settings. Are you still learning the ropes about Crystal Reports and don’t know the
Learn how to use these and other features in a way that conforms to your tricks of the trade for designing speedy reports? This session will help you
document processing, classification, and retrieval needs. plan your designs to avoid unnecessary processing, reduce the amount of
Mastering Essentials | Sage Timberline Office – General time reports need to perform calculations, and take advantage of features
that aren’t widely known. After participating in this session, you won’t need
STO28 – Sage Timberline Office Futures to time your reports around your lunch hour; they’ll be optimized for speed!
Tuesday, 3:30 p.m. – 5:00 p.m. Report Writing Essentials | Sage Timberline Office – General, Sage
During this session, we’ll look at the product roadmaps for Sage
Timberline Office. What new features can you expect? What kind of
STO34B – Optimizing Sage Timberline Office Crystal
research are we doing, and how do we select enhancements to include?
Reports for Speed
Hear directly from product line managers about how we’re responding to
the needs of Sage Timberline Office customers. Thursday, 11:00 a.m. – 12:00 p.m.
Looking Ahead at Product Futures | Sage Timberline Office – General Are you still learning the ropes about Crystal Reports and don’t know the
tricks of the trade for designing speedy reports? This session will help you
STO29 – Showcasing Project Management for Sage plan your designs to avoid unnecessary processing, reduce the amount of
Timberline Office time reports need to perform calculations, and take advantage of features
that aren’t widely known. After participating in this session, you won’t need
Wednesday, 8:30 a.m. – 9:30 a.m. to time your reports around your lunch hour; they’ll be optimized for speed!
Take a look at the software that keeps all your project documentation in Report Writing Essentials | Sage Timberline Office – General, Sage
one place--the software that both Operations and Accounting teams are Timberline Office – Reporting and Other Tools
happy with. You’ll no longer need dozens of Excel files to track submittals,
requests, decisions, and change orders. Requests for information are
STO35 – Trying Your Hand at Document Management (Hands-On)
easily tracked. No problem finding submittals that were rejected and
sending out another round of revisions. Project Management keeps Wednesday, 2:15 p.m. – 3:15 p.m.
track of constantly changing drawings, organizes meeting minutes and If you participated in one or more of the Document Management Summit
task assignments, and even logs your project related e-mail. We’ve sessions or have participated in Document Management online or
eliminated the need for dual entries when it comes to updating estimates classroom training and want additional practice, join us for this hands-
and revenue contracts with approved change orders. Relief from chaos? on lab. We’ll provide sample activities you can perform to practice what
That’s what our customers say! Note: This showcase session is intended you’ve learned with product experts on-hand to answer your questions.
for customers who do not yet own Sage Timberline Office Project Note: Hands-on labs fill up quickly, so sign up early to ensure your spot!
Management; however, all customers are welcome to attend.
Mastering Essentials | Sage Timberline Office – General
Exploring Integration | Sage Timberline Office – Project Management
STO36-1 – Connecting the Project Team (Part 1)
STO30 – Error Correction for Sage Timberline Office Accounts
Payable, General Ledger, and Cash Management Thursday, 8:30 a.m. – 9:30 a.m.
Tuesday, 9:45 a.m. – 10:45 a.m. The Construction Industry is changing as Owners exert more influence
over productivity, quality and schedule on the project. The entire project
If you’ve ever made a data entry error (who hasn’t?), you’ll appreciate team is looking for better job planning & budgeting, tighter team
this session focused on how to correct errors in the Accounts Payable, integration & build up, and more accurate and timely design and review
General Ledger, and Cash Management applications. We’ll cover common processes. The old model of pushing risk down to the GC’s & Subs just
errors and how to change invoices, void checks, reprint checks, and isn’t working and a strong movement is emerging that is focused on
delete a bank transfer. We’ll include recommendations about when to go improved productivity by engaging in a more collaborative, cooperative,
to the source application or subledger to make the correcting entry, as well and communicative process among the Project team. Join us for this
as helpful tips that can expedite the troubleshooting process. session to explore this trend and preview new software tools. Customers
Becoming a Power User | Sage Timberline Office – Construction are encouraged to participate in “Connecting the Project Team (Part 2)” to
Accounting, Sage Timberline Office – Property Management
85
learn more about a new solution for Owners, Developers and large General
Contractors that are looking to respond to this trend.
Management success stories, questions, or challenges. Note: This is a
roundtable session where participants are encouraged to share their ideas
with one another.
Sage Timberline Office – Construction Accounting
STO36-2 – Connecting the Project Team (Part 2)
Thursday, 9:45 a.m. – 10:45 a.m. STO40-1 – Beginning Crystal Reports for Sage Timberline
Office: Getting Started Hands-On Lab (Part 1 of 3)
As Owners exert more influence over productivity, quality and schedule Tuesday, 8:30 a.m. – 9:30 a.m.
on the project, the entire project team is looking for better job planning
& budgeting, tighter team integration & build up, and more accurate and In this session, we’ll cover some important concepts that you’ll need to
timely design and review processes. Project and Construction Managers of know as you start designing Crystal Reports, and we’ll actually begin
large or complex projects demand tight collaboration and communication designing a basic report. We’ll build from there in the next two sessions
between all members of the building team to ensure success. This Part 2 of this three-part session. Participants must register for all three parts of
session introduces new tools and processes to manage project workflows, this multi-session series. We anticipate that hands-on sessions will fill up
document sharing, and compliance for construction. Customers are quickly, so register early to ensure your spot.
encouraged to also participate in the “Connecting the Project Team (Part
1)” session. Report Writing Essentials | Sage Timberline Office – General, Sage
STO40-1B – Beginning Crystal Reports for Sage
STO37A – Sage Timberline Office 9.6 Release Training Timberline Office: Getting Started Hands-On Lab
Tuesday, 9:45 a.m. – 10:45 a.m. (Part 1 of 3)
Thursday, 8:30 a.m. – 9:30 a.m.
During this session, we’ll highlight various Sage Timberline Office version
9.6 enhancements from both the 2009 Spring and Summer releases. We’ll In this session, we’ll cover some important concepts that you’ll need to
cover Move Jobs and Payroll Integration in Project Management, additional know as you start designing Crystal Reports, and we’ll actually begin
balance and activity fields in General Ledger, a new look for Inquiry designing a basic report. We’ll build from there in the next two sessions
Designer (along with a new Print All Rows option), and streamlined release of this three-part session. Participants must register for all three parts of
updates via Sage Installation Manager -- just to name a few! Join us for this multi-session series. We anticipate that hands-on sessions will fill up
this session and put these enhancements to work in your business. Note: quickly, so register early to ensure your spot.
Customers that want to learn about 9.6 Standard & Extended Estimating
enhancements should register for the session titled, “Sage Timberline Report Writing Essentials | Sage Timberline Office – General, Sage
Office 9.6 Estimating Release Training.” Timberline Office – Reporting and Other Tools
Mastering Essentials | Sage Timberline Office – General STO40-2 – Beginning Crystal Reports for Sage Timberline
Office: Getting the Information You Want on Your Reports
STO37B – Sage Timberline Office 9.6 Release Training Hands-On Lab (Part 2 of 3)
Wednesday, 9:45 a.m. – 10:45 a.m. Tuesday, 9:45 a.m. – 10:45 a.m.
During this session, we’ll highlight various Sage Timberline Office version Too much information on a report can be overwhelming and unnecessary.
9.6 enhancements from both the 2009 Spring and Summer releases. We’ll show you how to set conditions on the report design so that it only
We’ll cover Move Jobs and Payroll Integration in Project Management, includes information that you want to see. You’ll also learn how to organize
additional balance and activity fields in General Ledger, a new look for the data in a meaningful way. Participants must register for all three parts
Inquiry Designer (along with a new Print All Rows option), and streamlined of this multi-session series. We anticipate that hands-on sessions will fill up
release updates via Sage Installation Manager -- just to name a few! Join quickly, so register early to ensure your spot.
us for this session and put these enhancements to work in your business.
Note: Customers that want to learn about 9.6 Estimating enhancements Report Writing Essentials | Sage Timberline Office – General, Sage
should register for the session titled, “Sage Timberline Office 9.6 Estimating Timberline Office – Reporting and Other Tools
Release Training.”
STO40-3 – Beginning Crystal Reports for Sage Timberline
Mastering Essentials | Sage Timberline Office – General Office: Organizing Report Information and Printing Reports
STO39 – Sage Timberline Office Accounting Tuesday, 11:00 a.m. – 12:30 p.m.
How do I...? (AP, GL, CM)
Tuesday, 11:00 a.m. – 12:00 p.m. Sometimes it’s not enough to simply sort the report information; you
also need to see information grouped and subtotaled. In this session,
Do you have questions about how to use the software to support a we’ll show you how to group the records and how to summarize the
specific business process? Or, maybe you’re using the software in a information for each group. You’ll also learn how to add Crystal Reports to
creative way that you think other customers would find useful? Or a report your Reports menu in Sage Timberline Office for easy printing. Participants
you’ve designed that meets a critical need for decision making? If you’ve must register for all three parts of this multi-session series. We anticipate
ever found yourself thinking, “I wish the software could do...” this session these hands-on, focused training sessions will fill up quickly, so register
can help! Join us to talk with product experts and other Sage Timberline early to ensure your spot.
Office customers about your Accounts Payable, General Ledger, and Cash

STO36-2 – STO46
REGISTER NOW!
STO40-3B – Beginning Crystal Reports for Sage STO44 – Sage Timberline Office Job Cost How do I...?
Timberline Office: Organizing Report Information Wednesday, 2:15 p.m. – 3:15 p.m.
and Printing Reports Hands-On Lab (Part 3 of 3)
Thursday, 11:00 a.m. – 12:30 p.m. Do you have questions about how to use the software to support a
specific business process? Or, maybe you’re using the software in a
Sometimes it’s not enough to simply sort the report information; you creative way that you think other customers would find useful? Or a report
also need to see information grouped and subtotaled. In this session, you’ve designed that meets a critical need for decision making? If you’ve
we’ll show you how to group the records and how to summarize the ever found yourself thinking, “I wish the software could do...” this session
information for each group. You’ll also learn how to add Crystal Reports to can help! Join us to talk with product experts and other Sage Timberline
your Reports menu in Sage Timberline Office for easy printing. Participants Office customers about your Job Cost success stories, questions, or
must register for all three parts of this multi-session series. We anticipate challenges. Note: This is a roundtable session where participants are
these hands-on, focused training sessions will fill up quickly, so register encouraged to share their ideas with one another.
early to ensure your spot.
Sage Timberline Office – Construction Accounting, Sage Timberline Office
Report Writing Essentials | Sage Timberline Office – General, Sage – Project Management
STO45 – Sage Timberline Office Accounts Receivable
STO41 – Showcasing Document Management for Sage How do I...?
Timberline Office Thursday, 9:45 a.m. – 10:45 a.m.
Tuesday, 9:45 a.m. – 10:45 a.m.
Do you have questions about how to use the software to support a
Document Management is an electronic image classification, storage, specific business process? Or, maybe you’re using the software in a
retrieval, and routing system developed to run directly from within Sage creative way that you think other customers would find useful? Or a
Timberline Office Desktop. With Document Management, you’ll quickly report you’ve designed that meets a critical need for decision making? If
experience increased efficiencies through improved storage and retrieval you’ve ever found yourself thinking, “I wish the software could do...” this
capabilities. Participate in this showcase session to see highlights of how session can help! Join us to talk with product experts and other Sage
this document imaging application can help your company eliminate paper Timberline Office customers about your Accounts Receivable success
clutter, provide immediate access to critical business information, and stories, questions, or challenges. Note: This is a roundtable session where
streamline paper flow in your business. Note: This session is designed participants are encouraged to share their ideas with one another.
for customers who do not yet own Sage Timberline Office Document
Management; however, all customers are welcome to attend. Sage Timberline Office – Construction Accounting
Exploring Integration | Sage Timberline Office – General STO46 – Sage Timberline Office Property Management
How do I..?
STO42 – Audit Preparedness: What Are the Auditors Thinking? Tuesday, 2:15 p.m. – 3:15 p.m.
Learn how to use Sage Timberline Office to help prepare for your financial specific business process? Or, maybe you’re using the software in a
statement audits. We’ll show you what reports can be of most benefit to creative way that you think other customers would find useful? Or a
you while you prepare for the audit and how to run the reports. Understand report you’ve designed that meets a critical need for decision making? If
the auditors’ mindset, what they think about, what they look for, and what you’ve ever found yourself thinking, “I wish the software could do...” this
you can do to experience the most efficient audit. This session will show session can help! Join us to talk with product experts and other Sage
you how to potentially reduce the cost of your audits and how to help Timberline Office customers about your Property Management success
reduce the number of changes that result from the audit. stories, questions, or challenges. Note: This is a roundtable session where
participants are encouraged to share their ideas with one another.
Mastering Essentials | Sage Timberline Office – Construction Accounting,
Sage Timberline Office – Property Management Sage Timberline Office – Property Management
STO43 – Sage Timberline Office Payroll How do I...?

Wednesday, 9:45 a.m. – 10:45 a.m.
specific business process? Or, maybe you’re using the software in a
report you’ve designed that meets a critical need for decision making? If
you’ve ever found yourself thinking, “I wish the software could do...” this
Timberline Office customers about your Payroll success stories, questions,
or challenges. Note: This is a roundtable session where participants are
encouraged to share their ideas with one another.
Sage Timberline Office – Construction Accounting
87
©2009 Sage Software, Inc. All rights reserved. The Sage Software logo and the Sage
Software 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. 09-16850 07/09

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November 9 - 12, 2009 I Atlanta I Georgia World Congress Center

Millennium, Sage Fundraising 50, and

Peachtree Quantum, Sage Accpac,

Sage Abra and Sage TimeSheet.............................. 19

Sage HealthPro XL, Sage Intergy,

Sage Master Builder and

The Sage Summit 2009 Session Guide provides a convenient listing

Session Skill Level Key

All Skill Levels Intermediate

Summit 2009 | Session Guide

Mastering the Essentials Administering and Implementing

Becoming a Power User

Click on the session code to jump to the session description

Time Code Description Skill Level Learning Track Products

Summit 2009 | Session Guide

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Time Code Description Skill Level Learning Track Products

Time Code Description Skill Level Learning Track Products

Summit 2009 | Session Guide

Time Code Description Skill Level Learning Track Products

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Time Code Description Skill Level Learning Track Products

Summit 2009 | Session Guide

Time Code Description Skill Level Learning Track Products

Time Code Description Skill Level Learning Track Products

Summit 2009 | Session Guide

Time Code Description Skill Level Learning Track Products

Time Code Description Skill Level Learning Track Products

Customize Your Views in the Sage MAS 500 DataView Context

Summit 2009 | Session Guide

Time Code Description Skill Level Learning Track Products

Time Code Description Skill Level Learning Track Products

Summit 2009 | Session Guide

Time Code Description Skill Level Learning Track Products

Sage Accpac, Sage MAS 200 ERP, Sage

Time Code Description Skill Level Learning Track Products

Summit 2009 | Session Guide

Click on the session code to jump to the session description

Time Code Description Skill Level Learning Track Products

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Time Code Description Skill Level Learning Track Products

Summit 2009 | Session Guide

Time Code Description Skill Level Learning Track Products

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Time Code Description Skill Level Learning Track Products

Sage Timberline Office, Construction

Summit 2009 | Session Guide

Time Code Description Skill Level Learning Track Products

Time Code Description Skill Level Learning Track Products

Time Code Description Skill Level Learning Track Products

Summit 2009 | Session Guide

Time Code Description Skill Level Learning Track Products

Time Code Description Skill Level Learning Track Products

Time Code Description Skill Level Learning Track Products

Summit 2009 | Session Guide

Click on the session code to jump to the session description

Time Code Description Skill Level Learning Track Products

Time Code Description Skill Level Learning Track Products

Summit 2009 | Session Guide

Time Code Description Skill Level Learning Track Products

Summit 2009 | Session Guide

Tuesday, 8:30 a.m. – 9:30 a.m.

Sage Accpac Thursday, 8:30 a.m. – 9:30 a.m.