SESSION DESCRIPTIONS 2018 TUG National Users Conference

www.TUGconference.com

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Track 1: Industry & Management Issues – Industry Issues ............................................................................................ 2

Track 2: Industry & Management Issues – Information Technology A .......................................................................... 2

Track 3: Industry & Management Issues – Information Technology B .......................................................................... 5

Track 4: Sage 100 Contractor – Accounting/Misc. ......................................................................................................... 6

Track 5: Sage 100 Contractor – Project Management & Estimating ............................................................................. 8

Track 6: Sage 100 Contractor – Alternate .................................................................................................................... 11

Track 7: Sage Estimating (300 CRE) Core Plus – SQL Version – General Estimating .................................................... 12

Track 8: Sage Estimating (300 CRE) Core Plus – SQL Version – Estimating Database .................................................. 13

Track 9: Sage Estimating (300 CRE) Core Plus – SQL Version – Integrated Solutions .................................................. 14

Track 10: Sage Estimating (300 CRE) Core Plus – SQL Version – Advanced Estimating ............................................... 15

Track 11: Sage 300 CRE Beginning User – Sage 300 Financial Basics .......................................................................... 16

Track 12: Sage 300 CRE Beginning User – Sage 300 Project Management Basics ....................................................... 19

Track 13: Sage 300 CRE Experienced User – Controllers ............................................................................................ 20

Track 14: Sage 300 CRE Experienced User – Accounting ............................................................................................ 21

Track 15: Sage 300 CRE Experienced User – Operations/Project Accounting ............................................................ 23

Track 16: Sage 300 CRE Experienced User – Developer/Property Manager .............................................................. 24

Track 17: Sage 300 CRE Experienced User – Specialty/Service Contractor ................................................................ 25

Track 18: Sage 300 CRE Experienced User – Payroll ................................................................................................... 26

Track 19: Sage 300 CRE Experienced User – Forecasting & WIP Reporting ................................................................ 27

Track 20: Sage 300 CRE Experienced User – In Depth Vendor Spotlights .................................................................. 28

Track 21: Sage 300 CRE Fundamentals: Basics and Beyond – Sage 300 Contracts & Billing ...................................... 28

Track 22: Sage 300 CRE Fundamentals: Basics and Beyond – MyAssistant ................................................................ 29

Track 23: Sage 300 CRE Fundamentals: Basics and Beyond – Office Connector ........................................................ 30

Track 24: Ask the Experts – One-on-One Booth ......................................................................................................... 32

Track 25: Sage 300 CRE Reporting, SQL and ODBC/MS Applications – TS Reporting (ID, RD, & FS) ............................ 34

Track 26: Sage 300 CRE Reporting, SQL and ODBC/MS Applications – Crystal Reports ............................................. 36

Track 27: Sage 300 CRE Reporting, SQL and ODBC/MS Applications – Crystal Reports ............................................. 37

Track 28: Sage 300 CRE Reporting, SQL and ODBC/MS Applications – ODBC & Microsoft Access ............................ 38

Track 29: Sage or Other Vendor Sessions – Sage Presentations ................................................................................. 39

Track 30: Sage or Other Vendor Sessions – Vendor Presentations ............................................................................ 42

Track 31: Sage or Other Vendor Sessions – Vendor Presentations ............................................................................ 43

Featured Vendor Breakfast Sessions & General Sessions .......................................................................................... 46

**Note on session numbering: Sessions are numbered with the track number-timeslot. Track Numbers follow the top of the session grid, while the Timeslot numbers follow the left side of the grid. Please see the Session Grid for a visual. (Ex: The Information Technology Track A is Track 2, so an Information Technology Track A session held Wednesday from 4:00-5:30pm would be numbered as 2-8 in the session description)

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Track 1: Industry & Management Issues – Industry Issues

1-6 Women in Construction Panel CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone wanting to discuss Women in the Construction Industry Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this lively session, you will hear from a panel of successful women working in the construction industry. We will discuss the challenges they have faced and how they have overcome them. Attendees will have the opportunity for a Q&A with the panelists, so bring your comments, questions and experiences to share. 1-7 Bridging the Gap: Operations & Accounting Working Together (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: CPA's, Owners, Controllers, Accounting and Project Managers Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Project managers understand project management. Unfortunately, disconnect often exists between a project manager’s knowledge and the information needed to prepare accurate financial statements. This two-part workshop offers hands-on learning for project managers, accounting personnel and company owners. Steve Kirschner, Kirschner & Associates, P.C., brings to life the real-world ways job cost systems affect profitability. Why do timely and accurate job projections matter? What should construction personnel know about financial statements? How do you overcome the knowledge and communication gap between operations and accounting? If there is a large invoice not in project cost-to-date, does reported profit go up or down? You may be surprised. Learn the answers to these questions and more. 1-8 Bridging the Gap: Operations & Accounting Working Together (2 of 2) – See 1-7 1-10 Sales & Use Tax Roundtable CPE Credits: 1.5 Knowledge Level: Basic/Intermediate Who Should Attend: Anyone in charge of collecting and/or paying sales, use or other state regulated taxes in connection with buying, selling or using building materials for construction projects. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Sales and use taxes are confusing!! This will be an interactive roundtable discussion about best practices for tracking sales, use and other regulated state taxes. We will talk about the collection of, payment of and documentation of sales and use tax. Best practices for paying to the appropriate state agencies on time will be discussed. We will discuss how the software can be used to track these taxes. Our discussion will also include talking about the appropriate documentation to have in case of an audit. 1-11 Lien Waivers Roundtable CPE Credits: 1.5 Knowledge Level: Basic/Intermediate Who Should Attend: CFO’s, Controllers, Accounting Managers, and Subcontract Administrators Prerequisites and/or Advance Preparation: Knowledge of Subcontract and Lien Processes in Sage 300 CRE is helpful Learning Objectives/Description: Are you effectively tracking and managing Lien and Subcontractor activity? Join us to review the enhanced features in Sage 300 CRE. We’ll open up for issues that companies experience so be sure to bring your questions!

Track 2: Industry & Management Issues – Information Technology A

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2-1 Excel Tips and Tricks Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: MS Office 2013 Who Should Attend: Anyone interested in improving Excel skills Prerequisites and/or Advance Preparation: Basic Excel Knowledge Learning Objectives/Description: In this Lab we will explore different aspects of Excel. 2-2 Excel Tip and Tricks Lab (2 of 2) – See 2-1 2-3 Report Automation: Making Your Reports Run for You CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Any Sage 300 CRE or Sage 100 Contractor user who wants to discover ways to save time and money Prerequisites and/or Advance Preparation: None. Learning Objectives/Description: Everyone wants to save time and money, right? Automating reports is one way to do so. In this session, we will show you how easy it is to make your reports run for you using several software tools. We will give you the pros and cons of each and tips to decide which tool is right for you. You will see firsthand how easy automation setup can be along with a real-world example of how much money you can save. 2-4 Analytics: Extracting Data from Sage to define, Predict, and Improve Business Performance CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Discover what your data can do in this informative session on Business Intelligence. We will look at emerging trends in BI that will show you how to leverage data strategically. This session will include several demonstrations in BI products. 2-5 Ask the IT Experts Panel CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This session will feature a panel of IT professionals with a wide variety of experience and knowledge ready to discuss any IT related topic. We encourage attendees to bring IT related questions to our panel for discussion and solutions. If you do not have any IT related questions, you should still attend as these types of round-table sessions usually generate very informative discussions. 2-6 RMM Tools: The IT Support Staff You Should Be Hiring CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this session we will discuss what RMM (Remote Management & Monitoring) tools are and how they are vital to successful management of IT infrastructures. We will demonstrate how they can easily pay for themselves and how to pitch these tools to decision makers. This session will also include a LIVE DEMO of one of these RMM tools. 2-7 Cloud Computing: Who Owns Your Data and How to Protect It CPE Credits: 1.5

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Knowledge Level: Basic Who Should Attend: Anyone who is concerned about Intellectual Rights regarding data ownership in a digital world. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Explore in a digital world with growing numbers of mobility devices how you could be risking the data you own and not even know it. What can you do to protect yourself and your data? Steps you can take to ensure that you are protecting your work product and your intellectual rights. 2-8 Disaster Planning & Recovery for the Real World CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this session we will discuss the components and the necessity of a Disaster and Recovery Plan (DRP). Industry standards and best practices will be presented and discussed; however, the scope of this session is how to apply these practices and standards to your “real world” environments while still making them successful. 2-9 Sage Security: What is It, How to Do It, and Managing It CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone responsible for configuring security in Sage 300 CRE. This session will review security administration, the types of security available, as well as the nuts and bolts of setting up users and security permissions. The session will also cover best practices for anyone responsible for security administration. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Sage 300 Security Administration 2-10 Understanding the Sage Database Structure CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this session, you will learn the basic concepts of relational databases. We will show you how key fields link tables of data along with naming conventions, parent-child table relationships in your Sage 300 CRE database. We will also discuss the new Sage Replicator introduced in version 17.1 and how the SQL database can be used most effectively. If you write reports or extract data from Sage and struggle with knowing where to find the fields, this session is for you. 2-11 Business Continuity & Disaster Recovery Solutions CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This session is a continuation of the Session 2-8 discussion (Attending Session 2-8 is not required). We will explore the wide variety of solutions on the market today. We will evaluate the Pros and Cons of each type and how to apply them to your particular IT infrastructure. We will also, provide some tips and tricks on how to justify their investment. 2-12 Choosing the Right Technology Partner CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone responsible for working with or managing IT

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Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Now that technology has touched nearly every aspect of the business, it has become increasingly important that it be managed carefully and effectively. While many organizations have in-house staff whose job it is to oversee that component of operations, it’s also just as likely that managing the company’s technology systems is just another “hat” worn by someone in the accounting department. If this scenario sounds familiar and you’re considering utilizing an outside firm to provide support or management of your IT systems, then this session is for you. We’ll discuss ideas and concepts that will be helpful when you’re considering using an outsourced technology partner. Topics will include knowing what to look for, how to find the right resource, what to watch out for, etc. 2-13 Exploring Sage 300 SQL Replicator CPE Credits: 1.5 Knowledge Level: Basic/Intermediate Who Should Attend: Anyone that wants to learn what Sage 300 SQL Replicator is and how it can benefit your organization Prerequisites and/or Advance Preparation: None Learning Objectives/Description: A new addition to the Sage 300 CRE product line is the Sage SQL Replicator. This tool can be used with your current Crystal Reports to enhance their performance. This tool is a prerequisite for the Sage Mobile Intelligence Reporting and Dashboarding tool. During this session, the following questions will be answered: What is SQL Replicator? How do you configure it? How to use it with existing Crystal reports? What are your configuration options? In addition, a non-technical discussion of how it works will also be provided.

2-14 Getting the Most Out of Microsoft Exchange & Outlook

CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone who wants to know more about Outlook and Exchange Prerequisites and/or Advance Preparation: Basic understanding of Outlook Learning Objectives/Description: Email has long been one of the most used tools in the business environment, with Microsoft’s Exchange mail server and Outlook mail client serving as market leaders. In this session, we’ll discuss how these tools work, and dive into some of the lesser known features and functions of them to show how they can make you more productive in your day-to-day tasks.

Track 3: Industry & Management Issues – Information Technology B

3-1 Cyber Security: Protecting Your Data from Server to End-Point (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this 2-part session, our presenters will explore the topic of Cyber Security with a holistic approach. They will delve into all the vulnerable points of data access and how to mitigate the risk of data loss. From where the data is stored, along the path of access and transmission, to the point of creation and retrieval. Industry standards and best practices will be presented and discussed in an effort to help keep your data as safe as realistically possible. 3-2 Cyber Security: Protecting Your Data from Server to End-Point (2 of 2) – See 3-1 3-3 Personal Cyber Security: “How Do I Protect Myself Online?” CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone interested in Personal Security

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Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Learn to protect yourself online and what to look for that could make you a victim. 3-6 Introducing SQL Server Management Studio CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone who wants to know more about SQL Server. This is a beginner’s class and great introduction to MS SQL. Prerequisites and/or Advance Preparation: Bring your "out-of-the-box" thinking cap and an open mind. Learning Objectives/Description: SQL Server Management Studio (SSMS) is a robust tool created by Microsoft to manage and query data in a SQL database. In this course, we will discuss the basics of database management, break down the sections of the SSMS screen, see examples of how and why to use each section, along with tips and tricks to make it all easier. If you are interested in learning about SQL, whether you use Sage 100, 300, or estimating, this is a great introduction and first step. 3-7 Getting to Know SQL Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Who Should Attend: Attend this session if you would like to know more about Microsoft SQL Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Microsoft SQL is a powerful computer language used for relational database management. In this two-part lab, we will perform activities that will show how using SQL we can query, insert, update and modify data. We will create views and stored procedures in our activities that can be used with other programs for reporting and spreadsheets that will allow you to see your data in ways you never thought possible. Examples will be in both Sage 100 and Sage 300 CRE 3-8 Getting to Know SQL Lab (1 of 2) – See 3-7 3-9 Diving into the Deep End of SQL Lab CPE Credits: 1.5 Knowledge Level: Advanced Who Should Attend: This course is designed for Business Analysts, Report Writers, or anyone tasked with database management who has some knowledge of SQL Prerequisites and/or Advance Preparation: Basic SQL Querying or some knowledge of Microsoft SQL Learning Objectives/Description: In this session, we will dive into the deep end of SQL with more advanced functions, subqueries, and data manipulation. You will learn how to create a new table, populate the table with data, then modify and delete records. Next, I'll throw you a life jacket when we discuss troubleshooting techniques and how to diagnose bottlenecks in performance. This session will be jammed packed with information. Jump in, I hear the water is warm in Florida!

3-11 Writing SQL View for Use with Crystal and Excel Lab (1 of 2): See 26-11 3-12 Writing SQL View for Use with Crystal and Excel Lab (2 of 2): See 26-12 3-14 Introducing SQL Server Management Studio *repeat session*: See 9-14

Track 4: Sage 100 Contractor – Accounting/Misc.

4-1 Sage 100 Contractor – Tips & Tricks/Latest Program Enhancements CPE Credits: 1.5 Knowledge Level: Basic

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Version: 20.x Who Should Attend: Company Wide Users of Sage 100 Contractor Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Now that the SQL Version of Sage 100 Contractor has been completed, Sage has begun adding some exciting new enhancements to the software! Attend this class to learn about them, as well as a "refresher" course on some of the basic system features and shortcuts. 4-2 Sage 100 Contractor – Optimizing Accounts Payable CPE Credits: 1.5 Knowledge Level: Basic to Advanced Version: 20.7 Who Should Attend: A/P Personnel Prerequisites and/or Advance Preparation: Accounts Payable Learning Objectives/Description: We will discuss several different areas of Accounts Payable that will help maximize its efficiency. Some topics that will be discussed will range from Accounts Payable basics that often get overlooked along with some more advanced options. 4-3 Sage 100 Contractor – A Day in the Life of the Accounting Department – Daily, Weekly, Month-End Procedures CPE Credits: 1.5 Knowledge Level: Basic Version: 20.7 Who Should Attend: Accounting Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Create an efficient routine for completing daily, weekly and month-end accounting procedures. We will go over the typical tasks that are completed in the accounting cycle and how to best use our SAGE tools to complete these tasks in an organized & timely manner. 4-4 Sage 100 Contractor – Advancing Billing Part 1 – Time & Materials Billing CPE Credits: 1.5 Knowledge Level: Basic to Advanced Version: 20.7 Who Should Attend: Accounting, Project Management Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this class we'll explore the Time & Materials module in Sage 100 Contractor. We'll go through the setup procedures involved, process the billings, and discuss unique billing situations. 4-5 Sage 100 Contractor – Advancing Billing Part 2 – Progress Billing CPE Credits: 1.5 Knowledge Level: Basic to Advanced Version: 20.7 Who Should Attend: Accounting, Project Management Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this class we'll explore the Progress Billing module in Sage 100 Contractor. We'll go through the setup procedures involved, process the billings, and discuss unique billing situations. 4-6 Sage 100 Contractor – Way Beyond the Wizard Using Advanced Report Writer Tools Lecture CPE Credits: 1.5 Knowledge Level: Intermediate to Advanced Version: 20.7 Who Should Attend: Users wishing to design ADVANCED reports using the Sage 100 Contractor Report Writer. Prerequisites and/or Advance Preparation: Knowledge of Form Design and Report Writer Basics.

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Learning Objectives/Description: Taking full advantage of the powerful tools available within the Sage 100 Contractor Report Writer means going beyond the basics and using formulas, including SELECT,IF()THEN()ELSE(), but going even further with "popups" for dates, numeric values, and strings. A wide range of Report Writer tools will be explored, including filtering "tricks" and other tips to give you the reports you didn't think you could get. 4-7 Sage 100 Contractor – Way Beyond the Wizard using Advanced Report Writer Tools Lab CPE Credits: 1.5 Knowledge Level: Intermediate to Advanced Version: 20.7 Who Should Attend: Users wishing to design ADVANCED reports using the Sage 100 Contractor Report Writer. Prerequisites and/or Advance Preparation: Knowledge of Form Design and Report Writer Basics; preferably lecture on Advanced Tools Learning Objectives/Description: Becoming a MASTER using the Sage 100 Contractor Report Writer means using formulas but going even further with so many other tips and tricks. This LAB uses examples of the tools discussed in the lecture to “Modify” an existing basic report and enhance it with each example. The user will be creating the formulas, and using them, as well as other “tricks” in the report. 4-8 Sage 100 Contractor – Payroll Issues & Solutions CPE Credits: 1.5 Knowledge Level: Intermediate to Advanced Version: 20.7 Who Should Attend: Payroll Administrators Prerequisites and/or Advance Preparation: Knowledge of basic payroll entry and procedures Learning Objectives/Description: Payroll processing and reporting is a vital function in every company. In this class, we'll discuss various options available for some of the more unique situations that arise: Union & certified payroll, payroll calculations, using an outside payroll service, and overall best practices. 4-9 Sage 100 Contractor – Accounting Best Practices Roundtable CPE Credits: 1.5 Knowledge Level: Basic Version: 20.7 Who Should Attend: Accounting Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Best Practices are a set of guidelines, ethics, or ideas that represent the most efficient or prudent course of action and in this class, we will discuss various best practices ranging from general ledger, AP/AR, job costing, and payroll. Bring your own company ideas for an open class discussion. 4-10 Sage 100 Contractor – Form Design Lecture CPE Credits: 1.5 Knowledge Level: Basic Version: 20.7 Who Should Attend: Users looking to learn the basic concept of form design Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Learning the general concepts and basic customization is crucial to becoming successful at form design. This course will show how that can be achieved so you can then apply them in the Form Design Lab. 4-11 Sage 100 Contractor – Form Design Lab CPE Credits: 1.5 Knowledge Level: Basic Version: 20.7 Who Should Attend: Users looking to apply the basic concepts to create/modify forms

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Prerequisites and/or Advance Preparation: Form Design Lecture Learning Objectives/Description: In this course, we will apply the concepts that were discussed in Form Design Lecture. This will enable you to streamline your process for preparing employee, vendor and subcontract documents. 4-12 Sage 100 Contractor – Aatrix & HR CPE Credits: 1.5 Knowledge Level: Basic Version: 20.7 Who Should Attend: Accounting/Payroll/HR Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Are you prepared? Take this class and you will learn how you can utilize Aatrix within Sage for payroll reporting requirements and nearly every aspect of employee documentation. 4-13 Sage 100 Contractor – Streamlining Service Receivables CPE Credits: 1.5 Knowledge Level: Basic Version: 20.7 Who Should Attend: Anyone that uses the Service module. Customer Service Support, Dispatchers, Service Managers, Accounting team & CFOs Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Learn how to use SAGE effectively to get the most out of your SAGE data. We will cover the basic set up of menu 11-2 & the dispatch board; create a call & dispatch a technician; track the dispatch time; purchase items for the call; use inventory; invoice the customer; email the invoice; review the costs; and learn how to use the "Paperclip" for attachments. This will be a fast-paced session. 4-14 Sage 100 Contractor – Capture, Review, & Approve Time Using Sage Service Operations (SSO) CPE Credits: 1.5 Knowledge Level: Basic Version: 20.7 Who Should Attend: Anyone that uses SSO currently or is interested in using SSO to capture, review, & approve Time in the field Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Become an expert at managing Time from the field - take a deep dive into Time Capture, Time Review, & Time Approval in SSO. Learn about the classic and new Time Review screens available. In this class, we will discuss setting up approval workflows and review, in detail, everything you need to know about managing Time in SSO.

Track 5: Sage 100 Contractor – Project Management & Estimating

5-1 Sage 100 Contractor – Customizing Your Desktop Lab

CPE Credits: 1.5 Knowledge Level: Basic Version: 20.7 Who Should Attend: All users Prerequisites and/or Advance Preparation: None Learning Objectives/Description: How do you stay on top of it all? In this class we will learn ways to achieve that by performing the following: Dashboard customization, Adding Shortcuts, Creating Workflow, Setting up Alerts, and renaming and moving icons.

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5-2 Sage 100 Contractor – Budgets, Proposals, & Job Costing

CPE Credits: 1.5 Knowledge Level: Intermediate Version: 20.7 Who Should Attend: Accounting, Estimating, Owners, Project Managers Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this class we'll discuss basic concepts in job costing, gain an understanding of Cost Codes and Divisions and how they affect your budgeting, proposal and billing processes, and the importance of establishing defined job costing goals and plans.

5-3 Sage 100 Contractor – Solid Subcontract Management

CPE Credits: 1.5 Knowledge Level: Basic Version: 20.7 Who Should Attend: Anyone interested in maximizing the benefits of the Subcontract module in Sage 100 Contractor Prerequisites and/or Advance Preparation: Basic understanding of Subcontracts Learning Objectives/Description: To learn the intricacies of Sage 100 Contractor Subcontractor Tracking Module to maximize profitability, avoid overcharges and manage committed costs from the estimate to the invoice. 5-4 Sage 100 Contractor – Everything You Didn’t Know You Need to Know About Setting Up Parts

CPE Credits: 1.5 Knowledge Level: Basic Version: 20.7 Who Should Attend: Anyone who needs to know how to set up parts for estimating, inventory, equipment, purchase orders or service receivables Prerequisites and/or Advance Preparation: Basic knowledge of Sage 100 Contractor helpful Learning Objectives/Description: To provide knowledge on the many uses of parts, the information parts can provide and how to use parts to receive the most benefit while utilizing Sage 100 Contractor

5-5 Sage 100 Contractor – The Power of Proper Purchasing

CPE Credits: 1.5 Knowledge Level: Basic Version: 20.7 Who Should Attend: Anyone interested in maximizing the benefits of the purchase order module in Sage 100 Contractor Prerequisites and/or Advance Preparation: Basic understanding of Purchase Orders Learning Objectives/Description: To learn the intricacies of Sage 100 Contractor Purchase Order Module to maximize profitability, avoid overcharges and manage committed costs from the estimate to the invoice.

5-6 Sage 100 Contractor – Time for a Change – Change Order Management

CPE Credits: 1.5 Knowledge Level: Basic to Advanced Version: 20.7 Who Should Attend: Project Managers Company Owners Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Time for a Change (Order)! Change work can either build up or ruin the profitability of a job. In this session, we'll discuss strategies for managing change work, various types of change orders, and best practices.

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5-7 Sage 100 Contractor – Managing Project Management Documents with Document Control

CPE Credits: 1.5 Knowledge Level: Basic Version: 20.7 Who Should Attend: Project Coordinators, Project Engineers & Project Managers Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Learn how to use Document Control to manage & organize a project's documents. We will go through the process of creating a basic RFI & Submittal; receiving responses; creating a tracking log; using the "Alerts" and "Paperclip" tools; learn how to email out of SAGE and how to save documents to your server.

5-8 Sage 100 Contractor – Fact Checking Your Results: An In-Depth Analysis of Job Cost Reports

CPE Credits: 1.5 Knowledge Level: Basic/Intermediate Version: 20.7 Who Should Attend: Anyone interested in having a better understanding of how their projects are progressing or how profitable they have been through the analysis of the job cost reports. Prerequisites and/or Advance Preparation: General Understanding of Job Costing for Construction. Recommend printing out class materials before coming to class so can easily see the detail of the reports and take notes. It is often difficult to see the detail of the reports from the projector screen in the front of the class. Learning Objectives/Description: To determine what reports are available in Sage 100 Contractor and how to get the most benefit out those reports to analyze job profitability.

5-9 Sage 100 Contractor – Powerful Tools in Basic Estimating Lecture

CPE Credits: 1.5 Knowledge Level: Intermediate to Advanced Version: 20.7 BASIC Estimating Who Should Attend: Estimators; BASIC estimating module Prerequisites and/or Advance Preparation: Sage 100 Contractor basic Estimating Grid Familiarity; Basic knowledge of Parts. Learning Objectives/Description: BASIC estimating is anything but basic! Explore the abundance of tools available, and know when to use Assemblies, Grids and Project values. What happens on the Bid Summary tab; and what taxes happen on the grid vs the Insurance, Tax and Bonding tab? Learn easy ways to update takeoff information by using the right tool for the job.

5-10 Sage 100 Contractor – Powerful Tools in Basic Estimating Lab

CPE Credits: 1.5 Knowledge Level: Intermediate to Advanced Version: 20.7 BASIC Estimating Who Should Attend: Estimators; BASIC estimating module Prerequisites and/or Advance Preparation: Sage 100 Contractor Basic Estimating Grid Familiarity, Basic knowledge of Parts and Assemblies Learning Objectives/Description: In this lab, we will use the more advanced tools available in BASIC Estimating to go beyond simple line items, parts and assemblies. Advanced formulas, Grids, and Project Values will be used, as well as hands-on experience with the Insurance, Tax and Bonding Tab and the Bid Summary Tab.

5-11 Sage 100 Contractor – Plan to Succeed with Scheduling

CPE Credits: 1.5 Knowledge Level: Basic to Intermediate Version: 20.7 Who Should Attend: Project Management

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Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Time is Money! Managing the Job Schedule can add dollars to the bottom line simply by increasing efficiency while helping with valuable reminders for employees, subs and other resources. We will cover all of the basics you need to get started

5-12 Sage 100 Contractor – Project Life Cycle – Putting it All Together (Panel Discussion with Q&A)

CPE Credits: 1.5 Knowledge Level: Basic to Advanced Version: 20.7 Who Should Attend: Accounting, Estimating, Project Management Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Your company’s job profitability is dependent on key components that have been explored in this year's TUG Conference tracks for Sage 100 Contractor: accurate estimates, efficient job production, accurate accounting, and ongoing project analysis. This round table session will provide opportunities for everyone to share best practices and discuss industry issues.

5-13 Sage 100 Contractor – Getting the Most Out of Tracking Your Equipment

CPE Credits: 1.5 Knowledge Level: All Version: 20.7 Who Should Attend: Anyone with the Equipment Module or possibly interested in adding the equipment module Prerequisites and/or Advance Preparation: None Learning Objectives/Description: How to set up/use/maintain the equipment module to get accurate job costing, accounting, and equipment cost information.

5-14 Sage 100 Contractor – Protect What’s Important with the Right Security

CPE Credits: 1.5 Version: 20.7 Who Should Attend: IT, Owner, Controller Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Protecting your data is now even more robust than ever with not just the Program Security, but now the NEW Database Administration. Whether you are a new user learning to secure your information, or a veteran user wondering "what happened to the Supervisor?" this class has a little something for everyone.

Track 6: Sage 100 Contractor – Alternate

6-1 Excel Tips & Tricks Lab (1 of 2) - See 2-1

6 -2 Excel Tips & Tricks Lab (2 of 2) - See 2-2

6-4 SSO Forms Lab - See 17-4

6-5 10 Steps to Becoming a More Profitable Construction Business - See 13-5

6-6 SQL Server Management Studio - See 3-6

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6-7 Collaboration Online Tools - Panel Discussion (1 of 2) - See 12-7

6-8 Collaboration Online Tools - Panel Discussion (2 of 2) - See 12-8

6-9 Sage 100 Contractor Roadmap - See 29-9

6-10 Sales & Use Tax - See 1-10

6-11 Sage 100 Contractor Roadmap - See 29-11

Track 7: Sage Estimating (300 CRE) – General Estimating

7-1 Estimating Fundamentals Workshop Lecture (1 of 3)

CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Estimators Version: SQL Prerequisites and/or Advance Preparation: Before beginning this session, you should know how to perform basic takeoff and edit items in your estimate or database. Learning Objectives/Description: In this three-session interactive lecture/lab series we will focus on the basics and fundamentals of the Sage Estimating program. After completing this class, you will be able to create an estimate file and generate an estimate using all types of takeoff. You will also be able to set-up and use WBS codes for reporting and set-up a Totals Page with add-ons. 7-2 Estimating Fundamentals Workshop Lab (2 of 3) – See 7-1

7-3 Estimating Fundamentals Workshop Lab (3 of 3) – See 7-1

7-4 Sage Estimating Roadmap – See 29-4

7-7 Estimating Tips & Tricks (1 of 2)

CPE Credits: 1.5 Knowledge Level: Basic to Advanced Who Should Attend: Estimators and others wishing to expand their knowledge of the use of the estimating software Version: SQL Prerequisites and/or Advance Preparation: A working knowledge of Sage Estimating Learning Objectives/Description: A perennial conference favorite, in this interactive session we will explore the functionality of the estimating software with emphasis on real life tips and shortcuts. You will leave this session with new techniques to improve your estimating productivity and increase your estimating effectiveness. 7-8 Estimating Tips & Tricks (2 of 2) – See 7-7

7-12 Bid Management/Sage Construction Project Center (SCPC)

CPE Credits: 1.5 Session Leader: Kelly Vaughn Knowledge Level: Basic Who Should Attend: Companies in need of a solution to manage the Invitation to Bid process and Project Managers

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Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this session, we will review Sage Bid Management and Sage Construction Project Center demo style to give you an idea of how this solution can work for your company. You will learn how Sage Bid Management can increase your efficiency of managing the Invitation to Bid Process. This solution will provide an easy to use online collaborative tool to minimize your risk, increase response rate from subcontractors, and visibility to site activity. Plus, store all pertinent project plan documents for quick download by subcontractors.

7-13 Estimating Reports

CPE Credits: 1.5 Knowledge Level: Intermediate Version: Taught in SQL, concepts the same in Pervasive Who Should Attend: Estimators Prerequisites and/or Advance Preparation: Attendees should understand the basics of WBS codes and general estimating practice. Learning Objectives/Description: Discover what reports are available in SAGE Estimating SQL, how to modify them and print out the information how you need to see it. We will cover all of the report settings, what they mean and how it effects how the information is displayed. Lean how to create the layouts and then save them so the reports can be used as a company standard.

Track 8: Sage Estimating (300 CRE) – Estimating Database

8-1 Database Setup/Editor/Management Workshop Lecture (1 of 3)

CPE Credits: 1.5 Knowledge Level: Intermediate to Advanced Version: SQL Who Should Attend: Intermediate and Advanced users who manage the Estimating database or who want to standardize the database Prerequisites and/or Advance Preparation: Basic understanding of the Estimating Database Learning Objectives/Description: In this three-session interactive lecture/lab series we will discuss the creation and organization of a new database and the modification of existing databases. We will explore the impact of database decisions on the estimating process and see how modifications to the database can enhance the speed and accuracy of the estimates and improve estimate reporting. We will learn how to use Database Editor, an application bundled with estimating, to quickly create new group phases, phases and items. You’ll see how to make targeted and global modifications to the database to edit descriptions, correct units, update prices, or change any database field quickly. You’ll see how to filter the items under review and to use layouts to view only the data you want to modify. If time is available, we will also explore creating assemblies and the formulas that are needed to make them function correctly. 8-2 Database Setup/Editor/Management Workshop Lab (2 of 3) – See 8-1

8-3 Database Setup/Editor/Management Workshop Lab (3 of 3) – See 8-1

8-9 Estimating Management Console (Security, Tree, Branches) Lecture

CPE Credits: 1.5 Knowledge Level: Advanced Version: SQL Who Should Attend: Admins Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Understand what the Management Console is and how you can use it to manage your Estimate files and more. When moving from Pervasive the change can be difficult for uses so we will cover how you can make the move easier discussing some of best practices and what is the best layout and folder

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structure for your company. We will also cover tools and security, learn how to add security within the new SQL Management Console for each level from Administer to Jr. Estimator.

8-10 Formulas & Assemblies Lecture

CPE Credits: 1.5 Knowledge Level: Basic/Intermediate Version: Taught in SQL, concepts the same in Pervasive Who Should Attend: Estimators or database administrators - who develop, modify or improve their company’s Sage Estimating Database Prerequisites and/or Advance Preparation: Before beginning this session, you should be familiar with your database setup and know how to perform basic takeoff Learning Objectives/Description: Formulas are used to dramatically speed up the takeoff process in Estimating, and without them, Assemblies and Models will not function. In this session you will learn how to create variables, use variables to create formulas, use functions in formulas and create and use formula tables.

8-11 Formulas & Assemblies Lab (1 of 2)

CPE Credits: 1.5 Knowledge Level: Basic/Intermediate Version: Taught in SQL, concepts the same in Pervasive Who Should Attend: Estimators or database administrators - who develop, modify or improve their company’s Sage Estimating Database Prerequisites and/or Advance Preparation: Attend two lectures on Formulas and Assemblies Learning Objectives/Description: In this hands-on session you will apply the concepts learned in the lecture to build formulas, variables, formula tables and assemblies. 8-12 Formulas & Assemblies Lab (2 of 2) – See 8-11

Track 9: Sage Estimating (300 CRE) – Integrated Solutions

9-5 Electronic Takeoff – eTakeoff Dimension with Bridge Lecture (1 of 2)

CPE Credits: 1.5 Knowledge Level: Basic/Intermediate Version: SQL Who Should Attend: Anyone who is currently using, or interested in implementing, an integrated digital takeoff solution. Prerequisites and/or Advance Preparation: Attendees should understand the basic workflow of quantity takeoff, estimate creation, item and assembly input Learning Objectives/Description: Attendees will come away from this session with an overall understanding of how eTakeoff Dimension & Bridge work together with Sage Estimating to provide an efficient integrated process.

9-6 Electronic Takeoff - eTakeoff with Bridge Lab (2 of 2)

CPE Credits: 1.5 Knowledge Level: Basic/Intermediate Version: SQL Who Should Attend: Anyone who is currently using, or interested in implementing, an integrated digital takeoff solution. Prerequisites and/or Advance Preparation: Attendees should understand the basic workflow of quantity takeoff, estimate creation, item and assembly input

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Learning Objectives/Description: This lab will build on the topics discussed during the previous lecture, allowing users the chance to get a better feel for how eTakeoff Dimension & Bridge work together with Sage Estimating.

9-7 BIM 101

CPE Credits: 1.5 Knowledge Level: Intermediate Version N/A Who Should Attend: Estimators, Estimating Managers Prerequisites and/or Advance Preparation: Attendees should understand the basic workflow of quantity takeoff, estimate creation, item and assembly input. Learning Objectives/Description: Attendees will come away from this session with an overall understanding of what BIM is, where it is headed and the impact it is having on Estimating and the construction industry. Questions and discussions are highly encouraged. 9-8 BIM 201 Integrated BIM Solutions with Sage Estimating – Navisworks with eTakeoff Bridge Lab

CPE Credits: 1.5 Knowledge Level: Intermediate Version: SQL Who Should Attend: Estimators, Estimating Database Managers Prerequisites and/or Advance Preparation: Attendees should understand the basic workflow of quantity takeoff, estimate creation, item and assembly input; a basic understanding of BIM is also helpful. Learning Objectives/Description: This lab session will provide you with the understanding of how to utilize the Navisworks eTakeoff Bridge plug-in to perform quantity takeoff; and be able to integrate the calculated quantities into Sage Estimating. Discussions on other BIM Estimating Integrations will also be encouraged. 9-11 Estimating to Job Cost: Sage 100 Contractor and Sage 300 CRE

CPE Credits: 1.5 Knowledge Level: All Version: SQL Who Should Attend: Persons tasked with the setup and/or use of the Estimating integration to Job Cost (both Sage 300 CRE or Sage 100 Contractor) Prerequisites and/or Advance Preparation: None Learning Objectives/Description: The integration within Sage Estimating can automate the creation of Budgets, Proposals and Change Orders in Sage 100 Contractor and Budgets in Sage 300 CRE. In this session we will go through the setup and workflow to accomplish the integration between the Estimating and accounting products. This session will be taught using the SQL version of Estimating.

9-14 SQL Server Management Studio

CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone who wants to know more about SQL Server. This is a beginner’s class and great introduction to MS SQL. Prerequisites and/or Advance Preparation: Bring your "out-of-the-box" thinking cap and an open mind. Learning Objectives/Description: SQL Server Management Studio (SSMS) is a robust tool created by Microsoft to manage and query data in a SQL database. In this course, we will discuss the basics of database management, break down the sections of the SSMS screen, see examples of how and why to use each section, along with tips and tricks to make it all easier. If you are interested in learning about SQL, whether you use Sage 100, 300, or estimating, this is a great introduction and first step.

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Track 10: Sage Estimating (300 CRE) – Advanced Estimating

10-5 ODBC (Open Database Connectivity) for Estimating Lecture (1 of 2)

CPE Credits: 1.5 Knowledge Level: Advanced Version: Pervasive Who Should Attend: Estimating power users and database administrators Prerequisites and/or Advance Preparation: Familiarity with making basic database changes using the core application and Database Editor; working knowledge of Microsoft® Excel; basic familiarity with Microsoft® Access will be helpful. Learning Objectives/Description: On occasion, users need to manipulate estimating database content that can be difficult or inefficient to access directly within the Estimating or Database Editor applications. This session will cover effective use of the Sage ODBC driver together with Microsoft® Access and Excel to safely perform large scale changes your database content. After completing this class, you will be able to:

• Setup an initial data connection

• Identify data tables corresponding to relevant database content

• Effectively make large scale changes to database content using MS Access and MS Excel in conjunction with one another

• Understand necessary precautions to take when working with any data via ODBC methods

• Begin working with estimate file content using the ODBC driver 10-6 ODBC (Open Database Connectivity) for Estimating Lab (2 of 2) – See 10-5

10-9 Models Estimating Lab (1 of 2)

CPE Credits: 1.5 Knowledge Level: Intermediate/Advanced Version: SQL Who Should Attend: Estimating power users and database administrators Prerequisites and/or Advance Preparation: Experience using Quick, Item and Assembly Takeoff; Basic familiarity with building database formulas and assemblies Learning Objectives/Description: Take estimating to another level. This session is for those of you with complete databases who have mastered the use of assemblies. Models can be created to link assemblies to create a complete system or can be designed to estimate an entire project from base assumptions. You’ll use the TUG database or a Sage 300 CRE sample database to develop models. If your own laptop has the models module, you can build models with your database. After completing this class, you will be able to:

• Understand the basic setup, use of questions, different inputs and operation of models

• Visualize how Sage Estimating brings it all together for detailed budget creation from limited information

• Build models during the lab session from the ideas and concepts presented in the preceding Models session

10-10 Models Estimating Lab (2 of 2) – See 10-9

10-13 Crystal Reports for Estimating Lab (1 of 2)

CPE Credits: 1.5 Knowledge Level: Advanced/Expert Version: SQL Who Should Attend: Estimating power users and database administrators Prerequisites and/or Advance Preparation: Experience using spreadsheet reports; basic understanding of the Sage ODBC driver in PSQL Estimating will be helpful Learning Objectives/Description: After completing this class, you will be able to:

• Connect to estimating data and understanding the fundamental tables

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• Extract the estimate project information, emulate the spreadsheet content and the totals page content

• Use sub-reports and shared variables

• Create reports that emulate WBS-sorted spreadsheet content, conditionally suppress records or sections based on specific criteria, and conditionally react to the existence or the absence of required fields

• Be able to develop a complete deliverable for any estimate you produce 10-14 Crystal Reports for Estimating Lab (2 of 2) – See 10-13

Track 11: Sage 300 CRE Beginning User – Financial Basics

11-1 Sage 300 CRE Concepts for Accountants and Project Managers

CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: All users new to Sage 300 CRE Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This session is intended to help new and potential users get comfortable navigating the Sage 300 CRE product and using its various interfaces. During the session, the structure of the Sage 300 CRE databases will be explained, as well as how data is entered into the system using data entry screens and then accessed through inquiries and reports, all through Sage Desktop. The wide array of modules available and their functions will be reviewed, including the core Accounting modules, the Contracts and Billing modules used for revenue purposes, the Property Management module, and specialty modules such as Purchasing, Inventory, Service Management, Project Management, and Estimating. Additional applications, such as Sage Construction Anywhere, Sage MyAssistant and Office Connector will also be reviewed. 11-2 Using Sage 300 CRE Desktop Lab

CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: All users new to Sage 300 CRE Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This hands-on lab session will allow users who are new to the Sage system to practice navigating around Sage 300 CRE Desktop, Sage 300 CRE modules, accessing data entry screens, viewing inquiries and running reports. In this session, we will practice the step-by-step instructions to access the “My Tasks” shortcuts and Job Overview reporting provided with Sage 300 CRE Desktop. After completing this class, you will be able to setup your own desktop and utilize it as a step by step procedures guide. 11-3 Running Reports & Inquiries + ID & RD Basics

CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1

Who Should Attend: New users of the Sage 300 CRE software

Prerequisites and/or Advance Preparation: None

Learning Objectives/Description: This session is for new users of the Sage software and will demonstrate how to access reports and inquiries. We will review the reports types, report menu structure, and discuss how to condition reports to display only the data you want. We will review the Report Manager and discuss how to edit the report menus. We will access standard inquiries and review how to drill down to more detail and how to display specific related information.

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11-4 Cash Management Lab

CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: All users new to Sage 300 CRE Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This class will cover module setup through reconciliation, including: • Use Setup Assistant to set up the first bank account • Use Setup Bank Account to create a second bank account • Importing cleared checks • Reconciling a bank account • Use of Edit Register to enter misc entries • How to enter transfers between bank accounts using Bank Transfers • How to record EFT and ACH transactions • How to setup credit card accounts

11-5 General Ledger Basics Lab

CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: Users new to the General Ledger (GL) module – Controllers, managers and accountants Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This hands-on lab session will give users an understanding of the flow of data through the General Ledger module, learn how to set up accounts, how to record, edit and delete entries. Review and print reports from the General Ledger. We will also discuss setting up budgets and how to add and edit budget data, Imports will not be covered in this class.

11-6 Accounts Payable Basics Lab

CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: Users new to the Accounts Payable (AP) module; Accounting personnel who are responsible for maintaining vendors, entering invoices and preparing payments, and preparing Form 1099s; Accounting Managers; Controllers. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This hand-on lab session will give you the fundamentals of the Accounts Payable (AP) module. After completing this class, you will know how to set up vendors and check forms, enter invoices, select invoices to pay, print checks, and record manual checks. We will demonstrate how simple customization to the invoice entry grid can make data entry easier and more meaningful. You will understand the application interfaces, period-end methods, and common reports.

11-7 Job Cost Job Setup Lab

CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: All Accounting Staff Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Setting up a job is the first step in tracking costs and profitability. Learn how you can use special fields to help you save time and effort when you manage a job. Job Central provides a quick and easy way to setup a job and its related contract items. Find out when to use this streamlined process and what it accomplishes. This session walks you through each step of the Job Central wizard, from entering general

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information and setting up the contract to creating a job structure and recording job estimates. This session is designed for anyone who performs initial job setup.

11-8 Job Cost Basics Lab (1 of 2)

CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: Users new to the Job Cost (JC) module - Accountants, Accounting Personnel, Controllers, Project Administrators who access JC, and Company Trainers Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This hands-on lab session will cover job cost tasks, including:

• JC Settings

• Setup Jobs

• Setup Standard & Job Cost Codes/Categories including Extras

• Enter Commitments & Change Orders

• Enter Direct Costs

• Enter Misc. Worksheets 11-9 Job Cost Basics Lab (2 of 2) – See 11-8 11-10 Accounts Receivable Basics Lab

CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: Users new to the Accounts Receivable (AR) module; Accounting personnel who are responsible for maintaining customers, entering invoices and cash receipts, analyzing accounts receivable aging, and maintaining sales tax rates; Accounting Managers; Controllers. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This hands-on lab session will give you the fundamentals of the accounts receivable module. After completing this class, you will understand how Accounts Receivable is set up and why. We will demonstrate how simple customization to the application setup can make data entry easier and more meaningful. We will review the setup of customers and sales tax rates and demonstrate transaction workflow. 11-14 Error Correction AP & CM Lab

CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Accounting personnel that work with AP or CM. Prerequisites and/or Advance Preparation: Familiarity with AP or CM Learning Objectives/Description: Learn how to correct common (and some not so common) errors in AP and CM.

Track 12: Sage 300 CRE Beginning User – Project Management Basics

12-1 Sage 300 CRE Concepts for Accountants and Project Managers: See 11-1 12-2 Using Sage 300 CRE Desktop Lab: See 11-2 12-3 Running Reports & Inquiries + ID & RD Basics Lab: See 11-3

12-4 Sage 300 CRE PJ Job Setup Lab

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CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: Users new to the Project Management (PJ) module - project managers, project coordinators, project accountants and project assistants or experienced Sage 300 CRE accounting users who need to understand Project Management workflow Prerequisites and/or Advance Preparation: Attendees of this session should be familiar with construction project management techniques, and basic Sage 300 CRE structure and workflow Learning Objectives/Description: This hands-on lab session will focus on the step-by-step tasks involved in setting up jobs in the PJ Module, Job Contact Lists, and Job Distribution Lists. We will discuss options such as setting up jobs in PJ with temporary job numbers for estimating purposes, then re-numbering the job with a JC job number when the job is won. We will discuss which information is shared between JC and PJ and which information is unique, including Custom Fields, Cost Codes, Categories, Misc. Worksheets and Commitments. The session will also focus on the step-by-step tasks involved in creating and/or editing Address Book contacts (Companies and Persons) that are used throughout the Sage 300 Accounting Modules. We will cover various features such as how to enter one name for sorting and another name to display on forms, entering street address versus remit address, entering categorizing information and linking to AP and/or AR. 12-5 Project Management Document Tools Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: New users to the Project Management (PJ) Documents - project managers, project coordinators, and project assistants or anyone responsible for the documenting or reviewing the job progression. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This hands-on lab session will focus on the steps and information needed to for creating, printing and sending a Transmittal, Submittal and RFI. 12-6 Project Management Document Tools Lab (2 of 2) – See 12-5 12-7 Collaboration Online Tools – Panel Discussion (1 of 2)

CPE Credits: 1.5 Knowledge Level: Intermediate Who Should Attend: Project Managers, Project Assistants and Project Coordinators who track and/or share project-related information in online systems. Prerequisites and/or Advance Preparation: Familiarity with Sage Project Management workflow and tools Learning Objectives/Description: In addition to the Sage Construction Project Center (SCPC), there are a variety of 3rd party tools and platforms for collecting, tracking, and/or sharing project-related information online. This two-part session will be a roundtable discussion about the pros and cons of the various systems in use, so bring your suggestions and your questions! 12-8 Collaboration Online Tools – Panel Discussion (2 of 2) – See 12-7 12-9 Job Financials Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: Project Managers, Project Assistants and Project Coordinators or Project Accountants who are responsible for entering Financial Data into Sage 300 CRE (JC and/or PJ) Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This two-part hands-on lab session will cover the basics of entering financial information into Sage 300 CRE Job Cost (JC) and Project Management (PJ) Modules. We will cover step by step

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instructions to enter estimated costs, setup Subcontracts and/or Purchase Orders using Enter Commitment and review the Misc. Worksheets functions. 12-10 Job Financials Lab (2 of 2) – See 12-9

12-11 PJ Change Management Lab (1 of 2)

CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Users new to the Project Management (PJ) module - project managers, project coordinators, project accountants and project assistants or experienced Sage 300 CRE accounting users who need to understand Project Management Change Management workflow Prerequisites and/or Advance Preparation: Attendees of this session should be familiar with construction project management techniques and basic Sage 300 CRE job setup and workflow. Learning Objectives/Description: This 2-part hands-on lab session will cover the PJ Change Management system for tracking Change Requests, Owner Change Orders and Commitment Change Orders. After completing this class, you will be able to create internal (non-billable) and billable change requests, generate vendor requests for quote, track vendor pricing, produce change request forms, and send pending estimate changes to Job Cost. You will be able to create a change order, select the associated change requests, approve the change order, update the job’s schedule of values, and edit an approved change order. You will be able to enter a commitment change order, use the Change Request to pull in vendor pricing and create links for reporting, and control whether the change modifies existing line items in a commitment or adds new line items. You will also be able to access change order information in various inquiries and reports. 12-12 PJ Change Management Lab (2 of 2) – See 12-11

12-13 Sage 300 CRE: Project Life Cycle/Best Practices (1 of 2)

CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Experienced Sage 300 CRE Users, Company Trainers, PJ Users Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This session will take all the “parts and pieces” of Project Management you have learned over the past few days and use them to “build” an entire project, from start to finish. 12-14 Sage 300 CRE: Project Life Cycle/Best Practices (2 of 2) – See 12-13

Track 13: Sage 300 CRE Experienced User – Controllers

13-2 Operations & Accounting – Forecasting & WIP Concepts: See 19-2

13-5 10 Steps to Becoming a More Profitable Construction Business - Presented by Leslie Shiner

CPE Credits: 1.5 Knowledge Level: Who Should Attend: Prerequisites and/or Advance Preparation: Learning Objectives/Description: Construction industry success is rarely a question of working harder; more often greater success comes from creating appropriate business management systems that will help a contractor manage jobs as well as the office more profitably. Each contractor’s needs vary, but many struggle with the same issues. In this session, contractors will be given a roadmap—10 steps—to help them evaluate, implement, and utilize key construction management systems that, if used correctly, almost always lead to higher profitability and greater peace of mind.

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13-8 Benefit Tracking CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Controllers, Payroll, HR Prerequisites and/or Advance Preparation: No prerequisites. Come with questions and/or ideas about how to us the software to track HR data Learning Objectives/Description: Open discussion of ways to use Sage 300 CRE to help track and report on employee and payroll data, particularly when you don't have a robust HR system.

Track 14: Sage 300 CRE Experienced User – Accounting

14-1 Reconciliation Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Accounting personnel tasked with reconciling subledgers to the general ledger Prerequisites and/or Advance Preparation: Attendees should be familiar with basic accounting concepts of reconciliation Learning Objectives/Description: After completing this 2-part hands-on lab session, you will be able to perform basic reconciliation tasks for Accounts Receivable, Accounts Payable, Cash Management, Job Cost, Payroll, and General Ledger. You will be able to identify common reasons for out of balance conditions and execute the necessary steps to solve the problem. Best practices for avoiding out of balance issues will also be discussed. Desktop Reconciliation Tool will be demonstrated. 14-2 Reconciliation Lab (2 of 2) – See 14-1 14-3 Job Cost Advanced Lab CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: CFOs, Controllers, Accounting Managers, Users familiar with the Job Cost (JC) module Prerequisites and/or Advance Preparation: A working knowledge of the JC module and familiarity with job cost variance analysis, job cost forecasting, and managing subcontracts. Learning Objectives/Description: This hand-on lab session will give you the fundamentals of the lesser used features in the JC module. After completing this class, you will know how to setup and use Extras, understand how Misc. Worksheets function and how to setup and use your own Misc. Worksheet entry screens, how to import certain types of transactions and how to use the Subcontractor Compliance features by setting defaults for each job and managing the Compliance Grid. 14-4 Accounts Payable Advanced Lab CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Users familiar with the Accounts Payable (AP) module - Accountants, Accounts Payable Managers, Accounts Payable personnel, Controllers Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This hand-on lab session will give you the fundamentals of the newer feature in the accounts payable module. After completing this class, you will know how to Import Invoices, how to manage Credit Cards, how to process Vendor EFT (Electronic Fund Transfer) payments, and how to use the Subcontractor Compliance Management (Subcontractor Compliance setup will not be covered). 14-5 Subcontractor Compliance AP & JC Setup Lab

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CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: Anyone who works with subcontractors on projects with documentation requirements such as lien waivers, certified payroll reports, and insurance certificates. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Attendees will gain a basic understanding of the functionality of the optional subcontractor compliance mini-application. We will go through the settings and set ups for compliance items in AP, JC and PJ and explain how they interact. 14-6 Subcontractor Compliance Usage Lab CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: Anyone responsible for managing contract and/or subcontractor compliance Prerequisites and/or Advance Preparation: Helpful to have been in the set-up session. Knowledge of compliance documentation (insurance, certified payrolls, waivers, and misc.) very helpful. Samples will be provided. Learning Objectives/Description: Having set up the system to manage compliance in the previous session, we will now do the data entry and look at the reports that come from having compliance data in the Sage database. We will look at secondary vendors (sub-tiers) and enter data for them as well. 14-8 Equipment Lab CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: Users new to the Equipment (EQ) module - Accounting staff responsible for allocating equipment hours to jobs and recording equipment costs and maintenance information to each piece of equipment, Accounting Managers, Controllers Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This hands-on lab session will cover the tasks, inquiries and reports of the EQ module. We will also discuss how some basic setup functions in the EQ module make day to day tasks easier. 14-9 Accounts Receivable Error Correction Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Users familiar with the Accounts Receivable (AR) module - Accounting personnel who are responsible for maintaining customers, analyzing accounts receivable aging, entering cash receipts, and entering invoices, Accounting Managers, Controllers Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This hands-on lab session will give you the fundamentals of error correction in the accounts receivable module. We will review common errors than review the detailed steps necessary to make corrections, so the reports will be accurate. 14-10 Accounts Receivable Error Correction Lab (2 of 2) – See 14-9 14-11 Tips & Tricks – Core Modules CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: All users of the Sage 300CRE software core accounting modules Prerequisites and/or Advance Preparation: None

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Learning Objectives/Description: Have you ever picked up a tip or trick that made life a little bit easier? This session will be jam packed with tips and tricks for the Sage 300 CRE core accounting modules. Come see some of our favorites and bring your own to share with the group. 14-12 Advanced General Ledger Lab CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: CFOs, Controllers, Accounting Managers and Users familiar with the General Ledger (GL) module Prerequisites and/or Advance Preparation: A working knowledge of the GL module functionality and workflow. Learning Objectives/Description: This hands-on lab session will give you the fundamentals of the lesser used features in the GL module. After completing this class, you will understand GL structure and grouping and how to best apply them for the various divisions, locations and/or business units in your company. This class will also cover how to import transactions into GL, how to create income statement budgets for financial reporting purposes, and how to setup and use automated entries. 14-13 Reconciliation Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Accounting personnel tasked with reconciling subledgers to the general ledger Prerequisites and/or Advance Preparation: Attendees should be familiar with basic accounting concepts of reconciliation Learning Objectives/Description: After completing this 2-part hands-on lab session, you will be able to perform basic reconciliation tasks for Accounts Receivable, Accounts Payable, Cash Management, Job Cost, Payroll, and General Ledger. You will be able to identify common reasons for out of balance conditions and execute the necessary steps to solve the problem. Best practices for avoiding out of balance issues will also be discussed. Desktop Reconciliation Tool will be demonstrated. 14-14 Reconciliation Lab (2 of 2) – See 14-13

Track 15: Sage 300 CRE Experienced User – Operations/Project Accounting

15-1 Latest Sage Products (PJ/SCPC/etc.) CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Project Managers, Project Coordinators, Project Accountants, and Project Assistances Prerequisites and/or Advance Preparation: Attendees should be familiar with basic Project Management workflows. Learning Objectives/Description: Sage will be reviewing changes in Sage Construction Project Center, Sage Mobile Projects, Sage Mobile Intelligence and other solutions for the Operations teams in your organizations. Sage will overview changes that can make your operations teams more efficient. 15-2 Operations and Accounting – Forecasting & WIP Concepts: See 19-2 15-3 Advanced PJ Change Management for Job Financials Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1

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Who Should Attend: Users familiar with the Project Management (PJ) Change Management system - project managers, project coordinators, project accountants and project assistants. Prerequisites and/or Advance Preparation: Attendees of this session should be familiar with PJ Change Management workflow and data entry screens as well as Job Cost financials workflow and data entry screens. Learning Objectives/Description: This 2-part hands-on lab session will cover advanced aspects of the PJ Change Management system relating to Estimates and Commitments. We will review the details of various real-world scenarios such as how to use your Change Request Log to track internal issues such as estimate changes, or buyouts & busts, as well as other incidents that can come up on a job such as issuing original scope to a sub as a change order or issuing change order scope to a sub that does not yet have an original subcontract. 15-4 Advanced PJ Change Management for Job Financials Lab (2 of 2) – See 15-3 15-5 PJ Mobile Projects CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Operational Personnel, CFO's and Controllers Prerequisites and/or Advance Preparation: If you have people working in the field, you should attend this session Learning Objectives/Description: Sage offers multiple solutions that allow you to extend your Sage 300 CRE solution to your staff working outside of the office. This might be for Service Technicians to see their Work Orders, Superintendents to enter Daily Reports, Project Managers to approve accounts payable invoices or any user to see Crystal Reports from outside the office. Sage has different cloud solutions that will meet many of your external access needs. 15-6 Subcontractor Compliance Lab: See 14-6 15-7 Collaboration Online Tools – Panel Discussion (1 of 2): See 12-7 15-8 Collaboration Online Tools – Panel Discussion (2 of 2): See 12-8 15-9 Office Connector Managing Commitments & Forecasting Lab (1 of 2): See 23-9 15-10 Office Connector Managing Commitments & Forecasting Lab (2 of 2): See 23-10 15-11 Advanced PJ Change Management for Contracts & Billing Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Users familiar with the Project Management (PJ) Change Management system - project managers, project coordinators, project accountants and project assistants. Prerequisites and/or Advance Preparation: Attendees of this session should be familiar with PJ Change Management workflow and data entry screens as well as Contracts and Billing workflow and data entry screens. Learning Objectives/Description: This 2-part hands-on lab session will cover advanced aspects of the PJ Change Management system. We will review the details of various real-world scenarios such as managing Owner Contingencies, Allowances, Reimbursables and Owner-Furnished Equipment on your Schedule of Values. 15-12 Advanced PJ Change Management for Contracts & Billing Lab (2 of 2) – See 15-11 15-13 Sage 300 CRE Project Life Cycle/Best Practices (1 of 2): See 12-13 15-14 Sage 300 CRE Project Life Cycle/Best Practices (2 of 2): See 12-14

Track 16: Sage 300 CRE Experienced User – Developer/Property Manager

16-8 Home Builders Roundtable CPE Credits: 1.5 Knowledge Level: Basic

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Version: Sage 100 Contractor or Sage 300 CRE version 17.1 Who Should Attend: Any homebuilders Prerequisites and/or Advance Preparation: None Learning Objectives/Description: General discussion on homebuilding. 16-9 Property Management: Tracking Information Beyond the Basics CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Anyone responsible for providing or requesting information from PM. Prerequisites and/or Advance Preparation: Knowledge of PM setup is helpful, but not required. Learning Objectives/Description: Understand the options for property management expanded information tracking. Leave with detailed setup instructions. 16-10 General Ledger for Property Management Users: Complete Use and Best Practices CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Individuals responsible for managing or using General Ledger in a property management setting. Prerequisites and/or Advance Preparation: Basic knowledge of or experience with GL is helpful. Hands-on experience not required. Learning Objectives/Description: Understand options for setup and workflow in GL as they apply to a property management environment. 16-11 Financial Statements for Property Management Users: Options for Real Estate Reporting Lab CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Individuals responsible for creating or requesting financial statements in a property management environment. Prerequisites and/or Advance Preparation: This is a lab session. Anyone who wants to participate in the lab exercise should have previous experience in using FS (Financial Statement designer). Anyone without prior experience may still participate in the discussion, view the instructor working through the lab exercises, and take home detailed instructions. Learning Objectives/Description: To understand and be able to format FS designs with features useful for property managers. 16-12 Automation Tools for Property Management Users (including budgets and pass-thru setup) CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Anyone responsible for maintaining PM, and those who are interested in the information tracking possibilities for PM. Prerequisites and/or Advance Preparation: Some familiarity with the PM application is helpful, but not necessary. Learning Objectives/Description: Leave with ideas and instructions for information tracking for property management.

Track 17: Sage 300 CRE Experienced User – Specialty/Service Contractor

17-4 SSO Forms Lab

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CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE v17.1 & Sage 100 Contractor Who Should Attend: Users of Sage Service Operations Prerequisites and/or Advance Preparation: Working knowledge of Sage Service Operations Learning Objectives/Description: Orientation of Forms customization Create powerful forms with SSO's advanced functionality. Learn how to design forms for Work Orders, Jobs, and Quotes, and set up notifications. During this class, we will share examples of practical forms used by customers today. 17-6 Understanding Service Management Account Process CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Users looking for in depth knowledge of SM Accounting setup Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Understand Base and Prefix retrieval hierarchy 17-9 Service Agreements and Preventative Maintenance CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: Service Management users looking to better understand all the steps of the Agreement and Prev Maintenance setup Prerequisites and/or Advance Preparation: None Learning Objectives/Description: A better understanding of Agreement and Prev Maintenance setup 17-11 Service Management Tips & Tricks – Misc. Topics CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: SM Users Prerequisites and/or Advance Preparation: None Learning Objectives/Description: General Tips and Tricks in Service Management 17-8 Service Management & Crystal Reports: Considerations and Basics Updates Lab

CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: SM crystal report users Prerequisites and/or Advance Preparation: Basic Knowledge of Crystal Reports Learning Objectives/Description: Overview of Service Management Crystal reports and what makes SM unique. We will go through making basic updates to existing reports.

Track 18: Sage 300 CRE Experienced User – Payroll

18-1 Payroll Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: Users new to the Payroll module Prerequisites and/or Advance Preparation: None

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Learning Objectives/Description: This hands-on lab session will cover employee set up and payroll tasks, including: • Set-up employees • Set-up pays • Set-up deductions/fringes/taxes • Enter time • Process payroll • Generate direct deposit and print checks • Useful Inquiries and reports

18-2 Payroll Lab (2 of 2) – See 18-1 18-3 Canadian Reporting Tips & Tricks CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Accounting staff who would like to know the differences between US and Canadian Payroll. Prerequisites and/or Advance Preparation: Attendees familiar with the Payroll Process and setup. Learning Objectives/Description: After completing this class you'll be able to understand the differences between US and Canada Payroll applications. 18-4 ACA Issues CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: Anyone responsible for generating ACA reporting Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Discuss ACA issues, learn how to use the Payroll application and Aatrix to comply with the ACA reporting requirements. 18-5 Payroll: Issues and Solutions – Discussion with Q&A CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: Anyone who uses the payroll application Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Bring your payroll questions and issues and be ready to share your solutions with others as well as participate in roundtable discussions to get your questions answered. 18-6 Payroll: Issues and Solutions – Discussion with Q&A – See 18-5 18-7 Certified Payroll CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Accounting staff responsible for the entering of payroll time, setup of employees, and printing and verification of certified payroll reports. Prerequisites and/or Advance Preparation: A good understanding of payroll processing workflow including payroll settings, setup of employee, pays, deductions, fringes and taxes, time entry and process as well as the setup of the job cost job. A basic understanding of formulas is also helpful. Learning Objectives/Description: At completion of this class, you will be able to setup certified classes, the certified pay rate table, and the cash fringe pay ID. You will be able to verify that appropriate fringes are calculating as part of your hourly fringe. You will also be able to print the certified payroll report and statement of compliance.

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Track 19: Sage 300 CRE Experienced User – Forecasting & WIP Reporting

19-2 Operations & Accounting – Forecasting and WIP Concepts CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Users of Sage 300 CRE Accounting and PJ Project Management software, including controllers, project managers, project coordinators, project accountants and project assistants that create estimates, track costs and prepare cost forecasts Prerequisites and/or Advance Preparation: Attendees of this session should be familiar with Sage 300 CRE job costing, commitments and PJ Change Management workflow Learning Objectives/Description: This class will focus on an overview of a detailed job cost management workflow, with an emphasis on roles at various points in the process, from estimate entry to tracking commitment to forecasting. Often different departments have different priorities and needs, so a key goal of this session is to help project managers, accountants, and controllers understand how they can each work together to enter data and share the information they each need. 19-13 WIP with Crystal Reports Lab (1 of 2): See 27-13 19-14 WIP with Crystal Reports Lab (2 of 2): See 27-14

Track 20: Sage 300 CRE Experienced Users – In-Depth Vendor Spotlights

20-3 Paperless Office & AP Process: Issues and Solutions Spotlight (1 of 2)

CPE Credits: 1.5 Knowledge Level: Intermediate Who Should Attend: Anyone involved in managing a paperless office workflow and/or Accounts Payable electronic approval process Prerequisites and/or Advance Preparation: Note that this vendor roundtable will include sales presentations from relevant vendors. Learning Objectives/Description: This is a two-session class that will deal with all aspects of Paperless Office and the Accounts Payable Process. This session will include presentations from 3rd party vendors that sell products relating to scanning and/or document management and/or to AP automation. The in-depth panel discussion will include an overview of paperless office and AP processing flows and issues, vendor presentations, and a roundtable format discussion of best practices and Q&A. 20-4 Paperless Office & AP Process: Issues and Solutions Spotlight (2 of 2) – See 20-3

20-9 Mobile Time Capture Solutions Spotlight (1 of 2)

CPE Credits: 1.5 Knowledge Level: Intermediate Who Should Attend: Anyone interested in mobile time capture solutions Prerequisites and/or Advance Preparation: Please note that this class will include sales presentations from relevant vendors. Learning Objectives/Description: This is a two-session class that will offer mini-presentations from 3rd party vendors that sell mobile time capture solutions. If you are in the market for a mobile time product, or just want to see what is “out there,” this session is for you. 20-10 Mobile Time Capture Solutions Spotlight (2 of 2) – See 20-9

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Track 21: Sage 300 CRE Fundamentals: Contracts & Billing

21-3 AR Error Correction Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Users familiar with the Accounts Receivable (AR) module, Accounting personnel who are responsible for maintaining customers, analyzing accounts receivable aging, entering cash receipts, and entering invoices, Accounting Managers, and Controllers Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This hands-on lab session will give you the fundamentals of error correction in the accounts receivable module. We will review common errors than review the detailed steps necessary to make corrections, so the reports will be accurate. 21-4 AR Error Correction Lab (2 of 2) – See 21-3 21-5 Cost-Based Billing: JC, CN, BL & AR Lab (1 of 4) CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Accounting staff responsible for the billing of cost-based invoices Prerequisites and/or Advance Preparation: Attendees should be familiar with structure of Job Costs categories and cost codes Learning Objectives/Description: After completing this class, you will be able to complete the general workflow for reconciling and printing invoices. You will be able be confident in the setup of cost-based contracts. You will also be able to verify that all applications interfaces are activated for billing. A high-level review of set up application interfaces, cost-based contracts, billing rate, markup, and add-on tables will help you reinforce your knowledge. 21-6 Cost-Based Billing: JC, CN, BL & AR Lab (2 of 4) – See 21-5 21-7 Cost-Based Billing: JC, CN, BL & AR Lab (3 of 4) – See 21-5 21-8 Cost-Based Billing: JC, CN, BL & AR Lab (4 of 4) – See 21-5 21-11 Advanced PJ Change Management for Contracts & Billing Lab (1 of 2): See 15-11

21-12 Advanced PJ Change Management for Contracts & Billing Lab (2 of 2): See 15-12

21-13 Contract-Based Billing: CN, BL Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: Users new to the Contracts (CN) and Billing (BL)modules - Accountants, accounts receivable managers, and billing assistants (office or project managers) who want to bill progress (AIA), lump sum or unit price contracts Prerequisites and/or Advance Preparation: Attendees should have an understanding of how to bill progress, lump sum or unit price contracts using Microsoft® Excel or a similar program Learning Objectives/Description: You will learn the settings that influence the billing process. You will have the knowledge to setup, bill, print, and post a new contract and invoice. This will include how to enter change requests/change orders either using job cost or project management. 21-14 Contract-Based Billing: CN, BL Lab (2 of 2) – See 21-13

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Track 22: Sage 300 CRE Fundamentals – MyAssistant

22-2 Intro to MyAssistant Lab – pre-requisite for other MyAssistant classes

CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: New MyAssistant Users Prerequisites and/or Advance Preparation: None (this is a prerequisite for other MyAssistant sessions) Learning Objectives/Description: This hands-on lab session will familiarize you with basic concepts of MyAssistant, including how to activate and use prebuilt tasks included within your system, and prepare you for other sessions within the conference. You will have the opportunity to see the unique ways in which MyAssistant makes the accounting process more efficient and productive by automating redundant processes! 22-5 MyAssistant for PR / GL / AR Lab

CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Controllers or Payroll personnel who wish to use MyAssistant for notifications Prerequisites and/or Advance Preparation: Attendees of this session should be familiar with Sage 300 CRE GL and PR structure and workflow & attended Intro to MyAssistant Learning Objectives/Description: This class will review the setup and use of the MyAssistant module to notify accounting team members when documents are due or when other follow-up is required as well as to send notifications directly to employees or to customers. 22-7 Using MyAssistant for Accounting (JC/AP) & Project Management (PJ) Lab (1 of 2)

CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Users of Sage 300 CRE who wish to use MyAssistant for Notifications Prerequisites and/or Advance Preparation: Attendees of this session should be familiar with construction project management techniques, and general contractor usage of Sage 300 CRE modules such as JC for subcontracts and purchase orders and PJ Project Management & attended Intro to MyAssistant. Learning Objectives/Description: This class will review the setup and use of the MyAssistant module to notify operations team members when documents are due, overdue, or when other follow-up is required. 22-8 Using MyAssistant for Accounting (JC/AP) & Project Management (PJ) Lab (2 of 2) – See 22-7

22-13 MyAssistant for Tracking Contracts, Billing & AR Lab

CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Controllers or personnel who wish to use MyAssistant for notifications Prerequisites and/or Advance Preparation: Attendees of this session should be familiar with Sage 300 CRE AR, CN and BL structure and workflow & attended Intro to MyAssistant. Learning Objectives/Description: This class will review the setup and use of the MyAssistant module to notify accounting team members when documents are due or when other follow-up is required as well as to send notifications directly to employees or to customers. 22-14 New Features & Auto Filing Documents CPE Credits: 1.5

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Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Controllers or personnel who wish to use MyAssistant for notifications Prerequisites and/or Advance Preparation: Attendees of this session should be familiar with Sage 300 CRE structure and workflow & attended Intro to MyAssistant. Learning Objectives/Description: Review New Features in MyAssistant (Auto Fill Documents and more)

Track 23: Sage 300 CRE Fundamentals – Office Connector

23-1 Using Office Connector Starter Reports & Intro to OC Query Lab

CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: All Users who wish to use Office Connector Starter Reports and/or Office Connector Query Prerequisites and/or Advance Preparation: Attendees of this session should be familiar with basic Sage 300 CRE structure and workflow Learning Objectives/Description: This hands-on lab session will get you started with being familiar on Office Connector, including how to access and use the free reports included with your system to see the ease of transferring Sage 300 CRE information into a user friendly excel format. You will also be able to run multiple types of Queries via Office Connector. 23-5 Office Connector Write & Import Lab

CPE Credits: 1.5 Knowledge Level: Intermediate Who Should Attend: All Users who are familiar with Office Connector basics and wish to use Office Connector Write and/or Office Connector Import Prerequisites and/or Advance Preparation: Attendees of this session should be familiar with basic Sage 300 CRE structure and workflow Learning Objectives/Description: This session will be more in depth with the workings of Office Connector, including the features and options available in the different versions (Query, Write and Import) to give you more confidence in creating specific reports and running custom queries. 23-7 Intermediate/Advanced Office Connector Concepts Lab

CPE Credits: 1.5 Knowledge Level: Advanced Who Should Attend: Sage 300 CRE users who develop Office Connector Reports and want to learn features beyond those provided by Office Connector Wizards Prerequisites and/or Advance Preparation: Attendees should already know how to create Office Connector Wizard driven Queries and Formulas. Learning Objectives/Description: To learn advanced Office Connector Features such as combining tables with SQL JOINS and UNIONS, creating Custom SQL queries used by Office Connector Functions to increase the power of the functions and speed up report results at runtime.

23-9 Office Connector Managing Commitments Lab (1 of 2)

CPE Credits: 1.5 Knowledge Level: Intermediate Who Should Attend: Users of Sage 300 CRE Accounting software who want to improve Commitment Management tracking and reporting by using Sage 300 CRE Office Connector. Prerequisites and/or Advance Preparation: Attendees of this session should be familiar with using Sage 300 CRE Office Connector and Commitment Management

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Learning Objectives/Description: This hands-on class will walk through the steps needed to build Commitment Management dashboard using Sage 300 CRE Office Connector. 23-10 Office Connector Managing Commitments Lab (1 of 2) – See 23-9 23-11 Office Connector GL Entries / Budgets Import Lab

CPE Credits: 1.5 Knowledge Level: Intermediate Who Should Attend: All Users who are knowledgeable about Sage 300 CRE GL workflow and data structure and familiar with Office Connector basics Prerequisites and/or Advance Preparation: Attendees of this session should be familiar with GL budgets Learning Objectives/Description: This session will review the issues involved in managing GL Entries and Budgets and review how to build tools using Office Connector to help manage those processes. 23-12 Cash Flow Reporting Lab

CPE Credits: 1.5 Knowledge Level: Intermediate Who Should Attend: Controllers, CFO's, Accounting Managers, and General Ledger Accountants, and Job Cost Project Managers/Project Accountants Prerequisites and/or Advance Preparation: Attendees should understand GL Financial Statement of Cash Flows, and/or Job Cost Cash Flow Reporting Learning Objectives/Description: To learn how to use Office Connector-Financial Functions to create a GL Statement of Cash Flow and Office Connector Query to Create a Job Cost Cash Flow Report

23-13 Office Connector for AP Invoices Lab

CPE Credits: 1.5 Knowledge Level: Intermediate Who Should Attend: Users who are knowledgeable about Sage 300 CRE AP workflow and data structure and familiar with Office Connector basics Prerequisites and/or Advance Preparation: Attendees of this session should be familiar with AP invoices and credit cards Learning Objectives/Description: This session will review the issues involved in managing AP invoices and AP credit cards and review how to build tools using Office Connector to help manage those processes. 23-14 Office Connector Financial Functions Lab

CPE Credits: 1.5 Knowledge Level: Intermediate Who Should Attend: Controllers, CFO's, Accounting Managers, and General Ledger Accountants Prerequisites and/or Advance Preparation: Basic understand of the general ledger fields available for reporting financial data. Learning Objectives/Description: To learn how Office Connector-Financials can be used to create financial statements and financial analysis data.

Track 24: Ask the Experts (Sage 300 CRE & Sage 100 Contractor) – One-on-One Booths

24-1 One-on-One Booth: Sage 300 CRE, Sage 100 Contractor & Sage Estimating Knowledge Level: Intermediate Who Should Attend: Anyone with specific Sage 300 CRE, Sage 100 Contractor, and/or Sage Estimating questions.

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Prerequisites and/or Advance Preparation: Users must come prepared with questions; the session will be an interactive Q&A, not a prepared presentation. Specific Learning Objections: The “Ask the Experts: One-on-one booth” is an opportunity for users to ask specific questions of knowledgeable users or consultants and to experiment with scenarios on the provided lab machines. Note that this is not intended to be a “how to” presentation; it is a Q&A session and attendees are expected to come prepared with questions. 24-2 One-on-One Booth: Sage 300 CRE & Sage 100 Contractor Knowledge Level: Intermediate Who Should Attend: Anyone with specific Sage 300 CRE and/or Sage 100 Contractor questions. Prerequisites and/or Advance Preparation: Users must come prepared with questions; the session will be an interactive Q&A, not a prepared presentation. Specific Learning Objections: The “Ask the Experts: One-on-one booth” is an opportunity for users to ask specific questions of knowledgeable users or consultants and to experiment with scenarios on the provided lab machines. Note that this is not intended to be a “how to” presentation; it is a Q&A session and attendees are expected to come prepared with questions. 24-3 One-on-One Booth: Sage 300 CRE & Sage 100 Contractor Knowledge Level: Intermediate Who Should Attend: Anyone with specific Sage 300 CRE and/or Sage 100 Contractor questions. Prerequisites and/or Advance Preparation: Users must come prepared with questions; the session will be an interactive Q&A, not a prepared presentation. Specific Learning Objections: The “Ask the Experts: One-on-one booth” is an opportunity for users to ask specific questions of knowledgeable users or consultants and to experiment with scenarios on the provided lab machines. Note that this is not intended to be a “how to” presentation; it is a Q&A session and attendees are expected to come prepared with questions. 24-4 One-on-One Booth: Sage 300 CRE & Sage 100 Contractor Knowledge Level: Intermediate Who Should Attend: Anyone with specific Sage 300 CRE and/or Sage 100 Contractor questions. Prerequisites and/or Advance Preparation: Users must come prepared with questions; the session will be an interactive Q&A, not a prepared presentation. Specific Learning Objections: The “Ask the Experts: One-on-one booth” is an opportunity for users to ask specific questions of knowledgeable users or consultants and to experiment with scenarios on the provided lab machines. Note that this is not intended to be a “how to” presentation; it is a Q&A session and attendees are expected to come prepared with questions. 24-5 One-on-One Booth: Sage 300 CRE & Sage 100 Contractor Knowledge Level: Intermediate Who Should Attend: Anyone with specific Sage 300 CRE and/or Sage 100 Contractor questions. Prerequisites and/or Advance Preparation: Users must come prepared with questions; the session will be an interactive Q&A, not a prepared presentation. Specific Learning Objections: The “Ask the Experts: One-on-one booth” is an opportunity for users to ask specific questions of knowledgeable users or consultants and to experiment with scenarios on the provided lab machines. Note that this is not intended to be a “how to” presentation; it is a Q&A session and attendees are expected to come prepared with questions. 24-6 One-on-One Booth: Sage 300 CRE, Sage 100 Contractor & Sage Estimating Knowledge Level: Intermediate Who Should Attend: Anyone with specific Sage 300 CRE, Sage 100 Contractor, and/or Sage Estimating questions. Prerequisites and/or Advance Preparation: Users must come prepared with questions; the session will be an interactive Q&A, not a prepared presentation.

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Specific Learning Objections: The “Ask the Experts: One-on-one booth” is an opportunity for users to ask specific questions of knowledgeable users or consultants and to experiment with scenarios on the provided lab machines. Note that this is not intended to be a “how to” presentation; it is a Q&A session and attendees are expected to come prepared with questions. 24-7 One-on-One Booth: Sage 300 CRE, Sage 100 Contractor & Sage Estimating Knowledge Level: Intermediate Who Should Attend: Anyone with specific Sage 300 CRE, Sage 100 Contractor, and/or Sage Estimating questions. Prerequisites and/or Advance Preparation: Users must come prepared with questions; the session will be an interactive Q&A, not a prepared presentation. Specific Learning Objections: The “Ask the Experts: One-on-one booth” is an opportunity for users to ask specific questions of knowledgeable users or consultants and to experiment with scenarios on the provided lab machines. Note that this is not intended to be a “how to” presentation; it is a Q&A session and attendees are expected to come prepared with questions. 24-8 One-on-One Booth: Sage 300 CRE, Sage 100 Contractor & Sage Estimating Knowledge Level: Intermediate Who Should Attend: Anyone with specific Sage 300 CRE, Sage 100 Contractor, and/or Sage Estimating questions. Prerequisites and/or Advance Preparation: Users must come prepared with questions; the session will be an interactive Q&A, not a prepared presentation. Specific Learning Objections: The “Ask the Experts: One-on-one booth” is an opportunity for users to ask specific questions of knowledgeable users or consultants and to experiment with scenarios on the provided lab machines. Note that this is not intended to be a “how to” presentation; it is a Q&A session and attendees are expected to come prepared with questions. 24-9 One-on-One Booth: Sage 300 CRE, Sage 100 Contractor & Sage Estimating Knowledge Level: Intermediate Who Should Attend: Anyone with specific Sage 300 CRE, Sage 100 Contractor, and/or Sage Estimating questions. Prerequisites and/or Advance Preparation: Users must come prepared with questions; the session will be an interactive Q&A, not a prepared presentation. Specific Learning Objections: The “Ask the Experts: One-on-one booth” is an opportunity for users to ask specific questions of knowledgeable users or consultants and to experiment with scenarios on the provided lab machines. Note that this is not intended to be a “how to” presentation; it is a Q&A session and attendees are expected to come prepared with questions. 24-10 One-on-One Booth: Sage 300 CRE, Sage 100 Contractor & Sage Estimating Knowledge Level: Intermediate Who Should Attend: Anyone with specific Sage 300 CRE, Sage 100 Contractor, and/or Sage Estimating questions. Prerequisites and/or Advance Preparation: Users must come prepared with questions; the session will be an interactive Q&A, not a prepared presentation. Specific Learning Objections: The “Ask the Experts: One-on-one booth” is an opportunity for users to ask specific questions of knowledgeable users or consultants and to experiment with scenarios on the provided lab machines. Note that this is not intended to be a “how to” presentation; it is a Q&A session and attendees are expected to come prepared with questions. 24-11 One-on-One Booth: Sage 300 CRE, Sage 100 Contractor & Sage Estimating Knowledge Level: Intermediate Who Should Attend: Anyone with specific Sage 300 CRE, Sage 100 Contractor, and/or Sage Estimating questions. Prerequisites and/or Advance Preparation: Users must come prepared with questions; the session will be an interactive Q&A, not a prepared presentation. Specific Learning Objections: The “Ask the Experts: One-on-one booth” is an opportunity for users to ask specific questions of knowledgeable users or consultants and to experiment with scenarios on the provided lab machines.

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Note that this is not intended to be a “how to” presentation; it is a Q&A session and attendees are expected to come prepared with questions. 24-12 One-on-One Booth: Sage 300 CRE, Sage 100 Contractor & Sage Estimating Knowledge Level: Intermediate Who Should Attend: Anyone with specific Sage 300 CRE, Sage 100 Contractor, and/or Sage Estimating questions. Prerequisites and/or Advance Preparation: Users must come prepared with questions; the session will be an interactive Q&A, not a prepared presentation. Specific Learning Objections: The “Ask the Experts: One-on-one booth” is an opportunity for users to ask specific questions of knowledgeable users or consultants and to experiment with scenarios on the provided lab machines. Note that this is not intended to be a “how to” presentation; it is a Q&A session and attendees are expected to come prepared with questions. 24-13 One-on-One Booth: Sage 300 CRE, Sage 100 Contractor & Sage Estimating Knowledge Level: Intermediate Who Should Attend: Anyone with specific Sage 300 CRE, Sage 100 Contractor, and/or Sage Estimating questions. Prerequisites and/or Advance Preparation: Users must come prepared with questions; the session will be an interactive Q&A, not a prepared presentation. Specific Learning Objections: The “Ask the Experts: One-on-one booth” is an opportunity for users to ask specific questions of knowledgeable users or consultants and to experiment with scenarios on the provided lab machines. Note that this is not intended to be a “how to” presentation; it is a Q&A session and attendees are expected to come prepared with questions. 24-14 One-on-One Booth: Sage 300 CRE, Sage 100 Contractor & Sage Estimating Knowledge Level: Intermediate Who Should Attend: Anyone with specific Sage 300 CRE, Sage 100 Contractor, and/or Sage Estimating questions. Prerequisites and/or Advance Preparation: Users must come prepared with questions; the session will be an interactive Q&A, not a prepared presentation. Specific Learning Objections: The “Ask the Experts: One-on-one booth” is an opportunity for users to ask specific questions of knowledgeable users or consultants and to experiment with scenarios on the provided lab machines. Note that this is not intended to be a “how to” presentation; it is a Q&A session and attendees are expected to come prepared with questions.

Track 25: Sage 300 CRE Reporting, SQL & ODBC/MS Applications – TS Reporting (ID, RD & FS)

25-1 Intermediate Report Designer Lab (1 of 4)

CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1 Who Should Attend: Both operations and accounting personnel who feel they have reached the limit with Basic Report Designer skills and are ready to further their knowledge with intermediate features and techniques Prerequisites and/or Advance Preparation: Completion of Basic Report Designer training, working knowledge of basic Report Designs, and basic understanding of Sage 300 CRE table structure Learning Objectives/Description: Wish you could find a few more hours in your day? Spend one day in this workshop learning how to regain a few of those hours by modifying existing Sage 300 CRE reports, working with formulas, and utilizing custom fields. You will review existing reports and learn how to analyze where data comes from and how to modify the reports. 25-2 Intermediate Report Designer Lab (2 of 4) – See 25-1

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25-3 Intermediate Report Designer Lab (3 of 4) – See 25-1

25-4 Intermediate Report Designer Lab (4 of 4) – See 25-1

25-5 Basic Financial Statements Lab (1 of 2)

CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: Users new to the Financial Statement Designer (FS) module - Controllers, Accounting Managers and Accountants preparing financial statements Prerequisites and/or Advance Preparation: Attendees should understand the accounting principles used in creation of an income statement and balance sheet Learning Objectives/Description: This hands-on lab session will teach you the “hows” and “whys” of Financial Statement Designer, including the GL fields available to FS, basic formatting and arithmetic tools, and methods of design. After completing this class, you will be able to prepare a basic income statement and balance sheet in FS. 25-6 Basic Financial Statements Lab (2 of 2) – See 25-5

25-7 Inquiry Designer Lab (1 of 2)

CPE Credits: 1.5 Knowledge Level: Basic Version: 17.1 Who Should Attend: Users of the Sage 300 CRE software Prerequisites and/or Advance Preparation: No experience - Inquiry Designer module required to create and change inquiries. Learning Objectives/Description: This session will start with an overview of what an “Inquiry” is. It will cover the basics of functionality and record relationships. We will change an existing “canned” inquiry and then create a basic inquiry of our own. The session will continue with the creation of an inquiry with multiple column-specific jumps and explore different uses of formulas and conditions in inquiries. We’ll discuss out of the ordinary uses for inquiries. 25-8 Inquiry Designer Lab (2 of 2) – See 25-7

25-9 Basic Report Designer Lab (1 of 4)

CPE Credits: 1.5 Knowledge Level: Basic to Intermediate Version: 17.1 Who Should Attend: Users who want to learn how to write reports or modify existing reports using Sage 300 CRE Report Designer module (not Crystal Reports). Prerequisites and/or Advance Preparation: None - familiarity with running reports is helpful but not necessary. Learning Objectives/Description: After completing this class, you will be able to create and modify basic reports using Sage 300 CRE Report Designer module (not Crystal Reports). The class is designed to familiarize users with the report designer window. Users will learn how to select, sort, organize, total, and present data from the Sage 300 CRE database in a usable report format. Users will be introduced to formulas and functions to help present data. 25-10 Basic Report Designer Lab (2 of 4) – See 25-9

25-11 Basic Report Designer Lab (3 of 4) – See 25-9

25-12 Basic Report Designer Lab (4 of 4) – See 25-9

25-13 Intermediate Financial Statements Lab (1 of 2)

CPE Credits: 1.5 Knowledge Level: Intermediate Version: 17.1

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Who Should Attend: Controllers, Accounting Managers and Accounting staff responsible for preparations of financial statements and other management information Prerequisites and/or Advance Preparation: Attendees should be able to create a basic income statement in Financial Statement Designer without assistance Learning Objectives/Description: In this class you will learn additional features available in the Financial Statement Designer which will aid in the “hands on” experience creating financial statements with percentages, an entity comparison statement using prefix groups, and a cash flow statement. 25-14 Intermediate Financial Statements Lab (2 of 2) – See 25-13

Track 26: Sage 300 CRE Reporting, SQL & ODBC/MS Applications – Crystal Reports

26-1 Basic Crystal Reports Lab (1 of 4)

CPE Credits: 1.5 Knowledge Level: Basic Version: Crystal 2013 Who Should Attend: Both operations and accounting personnel who want to create their own custom reports in Crystal. Prerequisites and/or Advance Preparation: Working knowledge of Sage 300 CRE data structure would be beneficial Learning Objectives/Description: Learn to create new reports from scratch and edit existing Sage 300 Crystal Reports. When you complete this all-day course, you should feel comfortable building basic Crystal Reports from scratch as well as making some edits to existing reports. We will cover the basics of starting a report, filtering data, formatting the report to professional. We will touch on linking and formulas as well. 26-2 Basic Crystal Reports Lab (2 of 4) – See 26-1

26-3 Basic Crystal Reports Lab (3 of 4) – See 26-1

26-4 Basic Crystal Reports Lab (4 of 4) – See 26-1

26-5 Intermediate Crystal Reports Lab (1 of 4)

CPE Credits: 1.5 Knowledge Level: Intermediate Version: Crystal 2013 Who Should Attend: Both operations and accounting personnel who have used Crystal Reports in the past. A basic understanding of how reports are started, linked and filtered would be essential to follow along during this intermediate level class. Prerequisites and/or Advance Preparation: Basic working knowledge of Crystal Reports application and Sage 300 CRE data structure Learning Objectives/Description: Already have the basics of Crystal down and want to go to the next level. This 4 all day intermediate course is right for you. You will learn beyond the basic techniques that will give you the confidence and ability to tackle many more reporting challenges. We will cover formulas, subreports, Cross-tabs, advanced formatting techniques and much more that will allow you to build professional looking reports. 26-6 Adv Crystal Reports Lab – Linking (2 of 4) – See 26-5 26-7 Adv Crystal Reports Lab – Linking (3 of 4) – See 26-5 26-8 Adv Crystal Reports Lab – Linking (4 of 4) – See 26-5 26-9 Upgrading Crystal Reports After an Upgrade of Sage 300 CRE Lab (1 of 2)

CPE Credits: 1.5 Knowledge Level: Intermediate Version: Crystal 2013

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Who Should Attend: Anyone in charge of making Crystal Reports work for their company Prerequisites and/or Advance Preparation: Working knowledge of Crystal Reports application and Sage 300 CRE data structure Learning Objectives/Description: Ever have a Crystal Report stop working after a Sage 300 upgrade? This class will go over best practices to figuring out why the report stopped working and how to fix it. We will cover the most common issues that happen after an upgrade and a step-by-step approach to fixing the reports and bulletproofing them against further upgrade issues. While no guarantees can be made that a report will not need an upgrade in the future, these steps will help avoid issue and make further upgrades to report easier and less painful. 26-10 Upgrading Crystal Reports for Sage 300 CRE v17.1 Lab (2 of 2) – See 26-9

26-11 Writing SQL Views for Use with Crystal & Excel Lab (2 of 2)

CPE Credits: 1.5 Knowledge Level: Advanced Version: Crystal 2013 Who Should Attend: Anyone with basic Crystal and Excel knowledge who would like to learn how to pull data directly from Sage 300 into these products. Prerequisites and/or Advance Preparation: Working knowledge of Crystal Reports application and Sage 300 CRE data structure Learning Objectives/Description: In this hands-on two-part class, we will learn some basic SQL building language skills. You will learn how to build basic SQL views that can be used in both Crystal Reports and Microsoft Excel. The course will go over the building blocks to SQL views. You will also learn how to add these views to Crystal and Excel to retrieve data quick and easier than ever before. 26-12 Writing SQL Views for Use with Crystal & Excel Lab (2 of 2) – See 26-11

26-13 Crystal Reports Lab – Linking (1 of 2)

CPE Credits: 1.5 Knowledge Level: Basic Version: Crystal 2013 Who Should Attend: Anyone who has attended Crystal classes before and left wanting to know more. Prerequisites and/or Advance Preparation: Basic Crystal Learning Objectives/Description: Linking is primary in creating efficient and effective reports. In this hands-on class you will learn proper techniques and the Do's and Don'ts. You will leave with a far better understanding of linking with Crystal Reports including proper Linking, Left Table designation and the difference between inner and outer joins. 26-14 Crystal Reports Lab – Linking (2 of 2) – See 26-13

Track 27: Sage 300 CRE Reporting, SQL & ODBC/MS Applications – Crystal Reports

27-1 Modifying Canned Crystal Reports Lab – Accounting/PJ

CPE Credits: 1.5 Knowledge Level: Intermediate Who Should Attend: IT Professionals, Accounting Staff and/or Project Management Staff who are responsible for updating and maintaining Crystal Reports Templates used by Sage. Prerequisites and/or Advance Preparation: Completion of Basic Crystal Reports class. Familiarity with Sage Accounting and Project Management modules and workflow. Learning Objectives/Description:

• Create and manage customized reports and forms

• Use PJ Settings to select your custom form

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• Use Report Manager to select your custom report

• Add your company logo to Crystal Reports

• Add, delete, move and resize fields on a report

• Change the formatting of a report

• Add page numbering options, like Page N of M

• Add groups for greater sorting, summarizing and subtotaling capabilities

• How to write a job number formula so you can either enter with hyphens or without hyphens

• Tips & Tricks for Crystal 27-13 WIP with Crystal Reports Lab (1 of 2)

CPE Credits: 1.5 Knowledge Level: Intermediate Version: Crystal 2013, Sage 300 CRE 17.1 Who Should Attend: Users of Sage 300 CRE Accounting software that create Work In Progress (WIP) Reports to compare current results to forecasts. Prerequisites and/or Advance Preparation: Attendees of this session should be familiar with using Crystal Reports and familiar with WIP reporting Learning Objectives/Description: This hands-on class will walk through a WIP reporting workflow and go through the steps needed to build reporting tools using Crystal Reports to support your WIP process. Please note that we will *not* be discussing WIP theory in this class – we will be building a Crystal Report that displays WIP information. 27-14 WIP & with Crystal Reports Lab (2 of 2) – See 27-13

Track 28: Sage 300 CRE Reporting, SQL and ODBC/MS Applications – ODBC & Microsoft Access

28-1 Basic ODBC with Excel & Access Lab (1 of 4) CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 17.1, MS Office 2013 Who Should Attend: Accounting personnel looking to work with Sage 300 CRE data in Microsoft® Office. Learn how to read and report on data in Microsoft® Excel and how to write back select items into Sage 300 CRE using Microsoft® Access. Prerequisites and/or Advance Preparation: Attendees should be familiar with Sage 300 CRE data structure and have a basic knowledge of Microsoft® Excel; exposure to Microsoft® Access a plus but not necessary. Learning Objectives/Description: After completing this four-part lab you will be able to create reports and graphs in Microsoft® Excel with Sage 300 CRE data and populate fields in Sage 300 CRE with direct input from Microsoft® Access. We’ll start with basic ODBC concepts, and then progress through reporting and data manipulation. Learn to never retype data again using this powerful and dynamic tool. 28-2 Basic ODBC with Excel & Access Lab (2 of 4) – See 28-1 28-3 Basic ODBC with Excel & Access Lab (3 of 4) – See 28-1 28-4 Basic ODBC with Excel & Access Lab (4 of 4) – See 28-1 28-5 Intermediate ODBC with Excel & Access Lab (1 of 4) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 17.1, MS Office 2013 Who Should Attend: Accounting personnel looking for additional reporting capabilities outside of Sage 300 CRE Report Designer or Crystal Reports; specifically, anyone who wants to report on Sage 300 CRE data in Microsoft® Excel and Microsoft® Access.

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Prerequisites and/or Advance Preparation: Attendees should have prior experience setting up and using ODBC data sources, have a basic knowledge of how data is stored in Sage 300 CRE and be comfortable working independently in Microsoft® Excel and Microsoft® Access. Learning Objectives/Description: After completing this class, you will be able to use ODBC to group, summarize and manipulate Sage 300 CRE data in Microsoft® Excel and Access for financial and operational purposes. 28-6 Intermediate ODBC with Excel & Access Lab (2 of 4) – See 28-5 28-7 Intermediate ODBC with Excel & Access Lab (3 of 4) – See 28-5 28-8 Intermediate ODBC with Excel & Access Lab (4 of 4) – See 28-5 28-9 Advanced ODBC Mayhem Lab (1 of 4) CPE Credits: 1.5 Knowledge Level: Advanced Version: Sage 300 CRE 17.1, MS Office 2013 Who Should Attend: Advanced users and report designers Prerequisites and/or Advance Preparation: Attendees should have a working knowledge of ODBC and Microsoft Excel and the ability to work with basic programming techniques. This class will include basic VBA and SQL examples.

Learning Objectives/Description: Learn advanced ODBC reporting techniques in Excel and Office Connector including reporting from multiple data folders, connection strings, files joins, SQL statements and VBA macros. Take your reporting to the next level with two of TUG’s best-looking instructors. 28-10 Advanced ODBC Mayhem Lab (2 of 4) – See 28-9 28-11 Advanced ODBC Mayhem Lab (3 of 4) – See 28-9 28-12 Advanced ODBC Mayhem Lab (4 of 4) – See 28-9 28-13 Advanced Excel Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Advanced Version: Sage 300 CRE 17.1, MS Office 2013 Who Should Attend: Intermediate to Advanced Microsoft Excel users looking to sharpen their skills in an interactive lab environment. Learn and share program tips and tricks with fellow power Excel users. Prerequisites and/or Advance Preparation: Attendees should have a working knowledge of Microsoft Excel and the ability to work with a wide range of Excel formulas and features. This class will include basic VBA and SQL examples. Learning Objectives/Description: Learn a wide range of Excel tips and tricks including named ranges, structured formula references, templates, advanced functions, date and string manipulation, VBA snippets and writing custom functions. This will be a highly interactive two-part lab, so bring your best ideas and tips to share with the class. 28-14 Advanced Excel Lab (2 of 2) – See 28-13

Track 29: Sage & Third-Party Applications – Sage Sessions

29-1 Sage 300 Mobile Intelligence (Reports and Dashboards) Knowledge Level: Basic Who Should Attend: Controllers, CFO's, Accounting and Operations Personnel Prerequisites and/or Advance Preparation: If you see the value of "Data" but not quite sure how to get at it, this session is for you. Learning Objectives/Description: You will leave this session with an understanding of Sage's latest data visibility solution, Sage Mobile Intelligence. Come see how Sage 300 CRE data can be accessed from anywhere via Sage Mobile Reports and Sage Mobile Dashboards.

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29-2 Sage 300 MyAssistant Knowledge Level: Basic Who Should Attend: Controllers, CFO's, Accounting and Operational staff members. Those who are responsible in keeping people in your company informed Prerequisites and/or Advance Preparation: None Learning Objectives/Description: We live in an age of excess data and notifications. Sage will show you how to filter through your data to put the critical data in the hands of the people who need it. See how reports, PR Direct Deposit Slips, AR Statements and SM Invoices can be delivered to the correct recipient in a timely and efficient manner. 29-4 Sage Estimating Roadmap Knowledge Level: Basic Who Should Attend: All Sage Estimating Users Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Version 17.13 of Sage SQL Estimating Core and Core Plus are here and are ready for you to install. An update on tools available to assist in your upgrade will be presented. Version 18.11 and 18.12 are right around the corner and Sage will present a preview. Come see the latest on BIM interoperability as well. 29-5 Sage Estimating 18.11 Controlled Release Knowledge Level: Intermediate Who Should Attend: Sage Estimating Users Prerequisites and/or Advance Preparation: Knowledge of the Sage Estimating Core and Core Plus Learning Objectives/Description: Have the opportunity to work with the soon to be released version of Sage Estimating Version 18.11. Work with the Sage's new sequence and layouts functionality to see how personal and shared layouts can be shared among an unlimited number of configurable sequences. Also learn more about Sage's next generation Metricon feature with allows you to display converted quantities dynamically within an estimate. 29-6 Sage 300 CRE Roadmap Knowledge Level: Basic Who Should Attend: All Sage 300 Construction and Real Estate Users Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Not only will you hear about the latest technological advancements in this staple construction accounting solution, you will learn about powerful new capabilities that will be added to this critical foundational software including how to manage projects, service and reporting from mobile devices and how real time data exchange will be just around the corner. 29-7 Sage Construction Project Center Who Should Attend: Operational Personnel, CFO's and Controllers Prerequisites and/or Advance Preparation: Attendees should be familiar with basic Project Management workflows. Learning Objectives/Description: Sage Construction Project Center supports “true collaboration” between all internal and external project stakeholders. You’ll see first-hand how mobile access, sharing and visibility into project documentation helps streamline processes throughout pre-construction and all phases of construction ensuring successful and profitable projects. 29-8 Sage 300 Mobile Intelligence (Reports and Dashboards) Knowledge Level: Basic Who Should Attend: Controllers, CFO's, Accounting and Operations Personnel Prerequisites and/or Advance Preparation: If you see the value of "Data" but not quite sure how to get at it, this session is for you.

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Learning Objectives/Description: You will leave this session with an understanding of Sage's latest data visibility solution, Sage Mobile Intelligence. Come see how Sage 300 CRE data can be accessed from anywhere via Sage Mobile Reports and Sage Mobile Dashboards. 29-9 Sage 100 Contractor Roadmap Knowledge Level: Basic Who Should Attend: All Sage 100 Contractor Users Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Learn about the newest version of Sage 100 Contractor, version 21.1 and all the new functionality that will provide you more reasons to upgrade to the latest version of this powerful accounting software. 29-10 Exploring Sage 300 SQL Replicator Knowledge Level: Basic/Intermediate Who Should Attend: Anyone that wants to learn what Sage 300 SQL Replicator is and how it can benefit your organization Prerequisites and/or Advance Preparation: None Learning Objectives/Description: A new addition to the Sage 300 CRE product line is the Sage SQL Replicator. This tool can be used with your current Crystal Reports to enhance their performance. This tool is a prerequisite for the Sage Mobile Intelligence Reporting and Dashboarding tool. During this session, the following questions will be answered: What is SQL Replicator?, How do you configure it? How to use it with existing Crystal reports? What are your configuration options? In addition, a non-technical discussion of how it works will also be provided. 29-11 Sage Paperless Construction Knowledge Level: Basic Who Should Attend: Sage 100 Contractor and Sage 300 CRE users Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Learn more about automated document management within your Sage 300 Construction & Real Estate or Sage 100 Contractor accounting solution. Route and approve documents electronically, such as invoices, PO’s, and other important financial documentation associated with operating your paper-based workflow for more timely AP or AR needs. 29-12 SSO Overview Knowledge Level: Basic Who Should Attend: Sage 100 Contractor and Sage 300 CRE Service Management users Prerequisites and/or Advance Preparation: Understanding of Sage 100 Contractor Service Receivables of Sage 300 CRE Service Management Learning Objectives/Description: Learn how Sage Service Operations can transition your entire service management needs to mobile and cloud technology. This session will focus on how this transformative solution can help you track service calls, deploy personnel manage time and so much more through a mobile device or from your office using Sage Service Operations. You won’t want to miss this. 29-13 Sage 300 Office Connector Overview Knowledge Level: Basic/Intermediate Who Should Attend: Controllers, CFO's, Accounting and Operations Personnel Prerequisites and/or Advance Preparation: If you see the value of "Data" but not quite sure how to get at it, this session is for you. Learning Objectives/Description: If you regularly rekey data from your Sage 300 CRE system into Excel, you really want to attend this session. Learn about the basics of Office Connector, including how to access and use the free Office Connector reports included with your system. In addition, we will show some common processes that use Office Connector to insert or update date directly in your Sage 300 CRE database.

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29-14 Sage 300 Mobile Intelligence (Reports and Dashboards) Knowledge Level: Basic Who Should Attend: Controllers, CFO's, Accounting and Operations Personnel Prerequisites and/or Advance Preparation: If you see the value of "Data" but not quite sure how to get at it, this session is for you. Learning Objectives/Description: You will leave this session with an understanding of Sage's latest data visibility solution, Sage Mobile Intelligence. Come see how Sage 300 CRE data can be accessed from anywhere via Sage Mobile Reports and Sage Mobile Dashboards.

Track 30: Sage & Third-Party Applications – Vendor Sponsored Sessions

30-2 Liberty Reports for SQL Estimating: Excel-Based Reporting – Presented by Event 1 Software Knowledge Level: Advanced Who Should Attend: Estimating Managers, Database Administrators Prerequisites and/or Advance Preparation: Knowledge of Sage Estimating database, estimate structure, and Excel-based reporting/formulas. The SQL version of Sage Estimating is required for use with Liberty Reports. Learning Objectives/Description: Users will learn how Liberty Reports can be used to leverage live data from Sage SQL Estimating to create Excel-based reports and discover the advantages of utilizing the familiar Excel environment to create custom reports for their estimating workflow. We will present sample reports for proposal generation and database/estimate review, as well as demonstrate the basic methodology of building a report from scratch. 30-3 Financial Management Essentials for Non-Financial Managers and Construction Project Leaders – Presented by CFMA (Construction Financial Management Association) CPE Credits: 1.5 Who Should Attend: This course is designed for new Construction Finance Managers, Construction Project Managers, Project Accountants and leaders of construction firms who are non-financial managers. Prerequisites and/or Advance Preparation: This is a group-live program at the Basic level. A basic understanding of the construction project process and construction financial management is recommended. Learning Objectives/Description: This course provides the financial management essentials of the construction business to non-financial managers to enable them to track and interpret the financials throughout the lifecycle of a construction project. The program explores the detailed elements for financial tracking, monitoring, communicating and adjusting as the construction project evolves – all while carefully balancing budget and forecasting financials. The objective of this course is to provide nonfinancial construction managers with a solid understanding of the essential financial aspects of managing any project in order to ensure its successful conclusion. Program Outline:

• Project Risk Assessment

• Contracts, Billings and Cash Flow

• Project Costing and Forecasting

• Financial Statement Overview When you have completed this course, you will be able to:

• Identify the risks that need managing for the steps of the project life cycle

• Apply the recommendations for managing contract billing for positive outcomes

• Integrate job cost systems to capture and project costs to align with the budget

• Employ recommendations for successful change order management to maintain construction project profitability

• Implement the steps of project forecasting and managing a project forecast meeting

• Calculate percent complete and earned revenue

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• Describe the purposes and components of financial statements and implement rules that apply to each statement

• State the interested parties of financial statement information 30-6 How to Automate Subcontract Management Processes for Major Cost Saving and Productivity Enhancement – Presented by GCPay.com Knowledge Level: All levels Who Should Attend: Sage 300 CRE users, including CFOs, Controllers, Accounting Managers, Operations Executives, Chief Technology Officers, Senior Management Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Investigate more efficient methods of Subcontract Management via a live demonstration of GCPay.com’s award-winning software integrated with Sage 300 CRE. Review automation relating to invoicing, compliance and lien waiver processes for both Subcontracts and Purchase Orders. Bridge the gap between Project Management and Accounting by eliminating manual and paper-based practices resulting in major cost savings and productivity enhancements. This session will be conducted by Daniel Brunelli, Chief Operating Officer of GCPay.com.

• Eliminate Expensive, Time-Consuming paper-based contract invoicing by utilizing the GCPay.com platform.

• Review data flows relating to Commitments and Purchase Orders and how GCPay manages contract invoices, change orders, lien releases and compliance requirements.

• Quantify immediate cost savings resulting from GCPay.com and our integration with Sage 300. 30-7 Time Entry and Daily Logs – Presented by hh2 Cloud Services Knowledge Level: All Types Who Should Attend: Anyone looking to improve time entry and daily logs using Sage 300 CRE, Sage 100 Contractor Prerequisites and/or Advance Preparation: None Learning Objectives/Description: hh2 Remote Payroll streamlines and automates gathering, approving and reporting job-costed payroll data from remote job sites while syncing seamlessly with Sage 300 Construction and Real Estate and Sage 100 Contractor. With mobile apps for iOS and Android that have all the features of our cloud-based system and a website that works from any device with a web browser. Submitting your daily logs with hh2 Field Reports could not be simpler. Using a secured website, users log in with a username and password. Field data can then be prefilled or keyed in using intuitive forms. If you need to collect data that is not covered by the existing forms, creating custom forms has never been easier. A host of reports is able to be generated on demand, making sure everyone is well informed about the daily progress of the job. 30-10 Best Practices on How to Slice, Dice and Integrate Your Data (Featuring Entrinsik Informer) – Presented by Entrinsik Knowledge Level: All audiences are welcome Who Should Attend: Sage 300 CRE, Sage 100 Contractor users Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This session will dive into what business intelligence and analytics entail and how to gain better insights from your data. We will highlight specific examples for Sage 300 and Sage 100 such as different dashboards geared towards Management, Sales, and Accounting. Users will learn how to easily create, modify content along with sharing reports with other internal, external users highlighting scheduled emails (daily, weekly, monthly, etc). This session will also show how to incorporate data from different systems such as Sage Paperless, CRM, HR, Inventory, Payroll and other integration possibilities.

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Track 31: Sage & Third-Party Applications – Vendor Sponsored Sessions

31-1 Overview & Demo: Host Sage & Outsource your IT – Free Your Time to Focus on Your Business – Presented by Aktion Cloud & Managed Services Knowledge Level: Basic Who Should Attend: Company executives/managers interested in understanding the benefits of Cloud, Managed Services and next generation technologies developed specifically for the Construction industry. You’ll see a live demo of Sage applications on Aktion’s Cloud and a live demo of Managed Services. All Sage Construction software users will find value in attending. Prerequisites and/or Advance Preparation: Learning Objectives/Description: It’s time to focus on your business - let Aktion host Sage & provide outsourced IT support - designed specifically for Sage 100 Contractor, 300 CRE, and Estimating. Companies no longer worry about upgrades, back-ups, disaster recovery, or security threats. See a live demo of Aktion’s Cloud and Managed Services solutions. 31-2 Job Forecasting, Design-Build Your Own Construction, Financial and Service Management Dashboards for Sage 300 CRE – Presented by Anterra

Who Should Attend: CFO’s, Controllers, Accountants, Construction Executives, Project Managers Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Job Forecasting is a critical aspect of monitoring performance yet one of the most difficult tasks to accomplish. Anterra will demonstrate our new easy to use web-based Job Forecasting Module that allows PM’s to enter their Job Forecast and immediately see the impact on the job’s budget and profitability and WIP. Additionally, Anterra will show how your company’s operational and financial staff can leverage dashboards and key performance indicators to see where they are on and off plan. We will show you how you or your staff can design and build your own dashboards, graphs and pivot grids to customize your reporting to the way your business works. All of these reports drill to underlying transactions. Our reporting now spans financial, construction, project management (including Procore & Prolog), equipment and service management so you can fully understand all of your operations in one reporting tool. Access these reports from the office or in the field on mobile devices. Come see the best reporting technology available for construction companies today. 31-3 Life on Easy Street: More Automation with Less Effort – Presented by Core Associates Knowledge Level: Basic Who Should Attend: AP/Accounting/Finance Professionals; Sage 300 Construction and Real Estate Users Prerequisites and/or Advance Preparation: None Learning Objectives/Description: With thousands of existing Sage CRE users, and more signing up every day, TimberScan, by Core Associates, has been leading the way in AP approval processing and content management for the past ten years. Attend this session to uncover how your business can make sure AP invoices don't get stuck in the system. Already using TimberScan? Join in as we'll also be covering what's new in TimberScan including advanced content management with AIM, acquire automation, and connected cloud solutions. 31-5 Top Tips for Tackling Payroll Challenges in Sage 300 CRE - Presented by ADP Who Should Attend: This presentation is intended for professionals involved in any way with payroll, employment tax, general compliance or year-end reporting. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Every minute you can save when processing your weekly payroll is a minute your team can spend focusing on process improvement and adding greater value to your organization. Join Sage, ADP and Integrated Design Inc. (IDI) experts to explore best practices that can elevate the impact of your payroll team, optimize your processes and achieve even greater ROI for your Sage 300 ERP investment.

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Sage 300 and Payroll Best Practices. During this information-packed session, Dennis Stejskal, VP of Strategy for Sage 300 CRE, will discuss ways your team can more efficiently execute weekly and monthly payroll processes. Discover how to leverage solutions like MyAssistant to help identify potential errors and exceptions, including time posted to a closed job, employee setup issues that don’t align with HR practices and missing time notifications. Sage 300 and Payroll Compliance. The disparity between your payroll technology ecosystem and the myriad laws related to managing human capital may leave a gap in your ability to manage compliance and mitigate risk. Ryan Bosmeny- Corporate Sales Manager- Mid Market- ADP will discuss how to embed compliance practices into your existing systems and processes by leveraging ADP SmartCompliance®, an integrated compliance-as-a-service solution. Sage 300 and Payroll Integration. If you’ve considered outsourcing payroll while retaining Sage300 for job costing and financials, discover how you can integrate Sage 300 and ADP for Payroll. Kit Dickinson, President of Integrated Design, Inc., will discuss a solution integration that allows firms to rely on Sage 300 for job costing and financials, while taking advantage of ADP payroll in a way that streamlines data entry, while delivering complete visibility and control over payroll and job costing data within Sage 300. What You Will Learn

1. Payroll management and process best practices gathered from the Sage 300 user community 2. Payroll compliance tips and technology solutions from industry experts 3. Integration best practices to deliver a complete solution for job costing, financials and payroll leveraging

Sage 300 and ADP payroll solutions 31-6 The Rain is Gone: A Clear Look at Core Cloud Systems (CCS) – Presented by Core Associates Knowledge Level: Intermediate Who Should Attend: Professionals currently using manual methods or multiple Information Systems to manage business data. All Sage Users. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Attend this session to learn how you can gain connectivity and better manage vital data across your business. From creating forms and portals to collecting information from employees and subcontractors, Core Cloud Systems (CCS) introduces a whole new way to manage it all. We will take a look inside CCS to consider how this revolutionary product can help your business with solutions for Purchase Order/Inventory, Daily Reports, Payroll Time Entry, Subcontractor Portals, and more! 31-7 Financial Reporting and Covenant Monitoring for Sage 300 CRE – Presented by Anterra Who Should Attend: CFO’s, Controllers, Accountants, Construction Executives Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Learn how to create custom financial reports, graphs and dashboards that are easy to build and informative. We will show how to build financial ratios that track against key covenants to ensure you are in compliance using dashboards and drill through reports. Entering budgets for covenants will show you if you will have a bust in future months. By building better financial reporting you will improve your month end package and make your job easier. Create financial dashboards that includes drill through graphs of cash, working capital, receivables, payables, NOI or any calculation you want to graph. Our financial statement builder lets you construct calculations like overhead expense as a percentage of revenue and then add that calculation as a graph on a shared or private dashboard. Come see the best financial reporting technology available in the construction industry today.

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31-8 Introducing Liberty Reports 2.0: The Next Generation of Reporting in Excel – Presented by Event 1 Software Knowledge Level: Beginner, Intermediate (ensigns to admirals) Who Should Attend: All Sage 100 Contractor Crew Members Prerequisites and/or Advance Preparation: Interest in Excel-based reporting or users of Liberty Reports Learning Objectives/Description:

• Provide an overview of how LR works

• Highlight advancements 2.0 THE NEXT GEN

• Lab to gain practical experience with designer o Gives you experience to see if you have the skills to build your own report from scratch. o You will better understand what is possible to produce with Liberty Reports; whether you intend

to build your own reports or have reports built for you. 31-9 HR for Construction – Presented by hh2 Cloud Services Knowledge Level: All Types Who Should Attend: Any company interested in a construction-based HR system. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: hh2 Human Resources was built for construction. There is no longer a need to purchase a generic HR system and modify it to work with the ever-changing needs of construction. hh2’s Human Resources system aids in keeping all your vital employee information in one central location. As well, this system reduces the amount of time spent managing HR tasks through a convenient interface that is accessible anywhere, even on your mobile devices. With applications built for iOS and Android, you can bring an extreme efficiency to all your HR processes. 31-10 Optimize Your Time and Reduce Costs with Payment Automation – Presented by AvidXchange Knowledge Level: Basic Who Should Attend: Sage 300 CRE and Sage 100 Contractor users Prerequisites and/or Advance Preparation: None

Learning Objectives/Description: Technology is transforming the way construction companies do business, and

payment automation is no exception. AP automation is improving the construction industry by giving companies

the power to save time and cut costs.

At AvidXchange, we’re revolutionizing the way the construction industry approves invoices and manages

payments. We will show you a solution that enables you to automate invoices and streamline subcontractor pay

applications.

Join us for this interactive session with Jim Campbell, VP of Construction Sales, and Mark Maxwell, Construction

Sales, and you’ll discover:

• The latest advances in construction electronic payments

• How to streamline AP invoice routing and approval processes

• How payments can be automated through mobile platforms

As a bonus, we will demonstrate the AvidXchange solution, addressing everything from lien waivers to single payment files, regardless of the payment fulfillment method!

31-11 What is the Cloud and How Should I Use It? Information About Bringing Your Construction Processes to the Cloud – Presented by hh2 Cloud Services Knowledge Level: All Types Who Should Attend: Anybody that wants to learn more about the advantages the cloud has with construction processes.

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Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Do you want to know what the cloud is and how it can speed up construction workflows? In this training session we will answer the majority of the questions that construction companies face when they seek to speed up processes and have more real-time information about the activities out in the field. We will talk about the latest updates in technology and how your company can use them to your advantage. 31-12 I Want You Back: Time Savings with AP Automation for Sage 100 Contractor Users – Presented by Core Associates Knowledge Level: Basic Who Should Attend: AP/Accounting/Finance Professionals; Sage 100 Contractor Users Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Initiating, managing, and tracking AP invoices throughout the approval process is a burden of the past. Experience TimberScan 100, the AP approval processing and content management software offering complete workflow automation. Attend this session to uncover how your business can set it and forget it with TimberScan to save time and help make sure AP invoices don't get stuck in the system. You will also get a peek at Core Cloud Systems, which connects your entire business using a single, integrated platform.

Featured Vendor Breakfast Sessions & General Sessions

Tuesday, May 15 | 7:45am – 8:15am Overview: Host Sage & Outsource Your IT – Free Your Time to Focus on Your Business – Presented by Aktion Cloud & Managed Services Knowledge Level: Basic Who Should Attend: Company executives/managers interested in understanding the benefits of Cloud, Managed Services and next generation technologies developed specifically for the Construction industry. All Sage Construction software users will find value in attending. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: It’s time to focus on your business - let Aktion host Sage & provide outsourced IT support - designed specifically for Sage 100 Contractor, 300 CRE, and Estimating. Companies no longer worry about upgrades, back-ups, disaster recovery, or security threats. Tuesday, May 15 | 1:00pm – 1:50pm General Session: Sage Keynote Wednesday, May 16 | 7:45am – 8:15am 5 Ways Paper or Spreadsheets are Drastically Driving Up Labor Costs – Presented by AboutTime Technologies Knowledge Level: Basic Who Should Attend: Sage 300 CRE, Sage 100 Contractor, Sage Service Management Users Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Paper and spreadsheets are driving up your labor costs and eating away at your profits. Learn the true labor costs associated with paper and spreadsheet-based processes in the field and in the office. See how dumping paper and spreadsheets for an integrated resource management platform increases form completions for safety forms, Toolbox Talks, Inspections, Work Orders and much more by prompting employees to complete forms before they clock IN/OUT for work. Leverage the power of the cloud and mobile technology to reduce non-billable administrative labor cost by managing employees’ time, forms, and company assets in real time and in one place with WorkMax. Without paper or spreadsheets, your automated processes increase productivity and drive profits and growth to new levels. Optimize your resources and business processes, streamline training, and be more efficient using an integrated cloud solution with WorkMax TIME, FORMS, and ASSETS to see ROI in days or weeks instead of months or year! The future is NOW- Let’s get to it!

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Wednesday, May 16 | 1:00pm – 1:50pm CPE Credits: 1.0 General Session: “Provoke the Power of Passion in Your Profession” – Presented by Leslie Shiner, The Shiner Group Does your job float your boat or is it an anchor weighing it down? Just like software, you are an investment of your firm. Discover ways to improve your own value-add to your company, whether you are an employee or owner. You will be more valuable if you are invested in what you do and are passionate about it as well. Only working for money doesn't bring satisfaction but working for satisfaction will often bring in the money. Find ways ignite your passion in your day to day work and bring back the spark that creates opportunity and success. Thursday, May 17 | 1:00pm – 1:50pm General Session: TUG Annual Meeting & Prize Drawings