SESSION DESCRIPTIONS 2019 TUG National Users Conference

www.TUGconference.com

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Track 01: Ask the Experts: One-on-One Booths ............................................................................................................ 2

Track 02: Industry & Management Issues – Industry Issues .......................................................................................... 4

Track 03: Industry & Management Issues – Information Technology (IT) – Software Users/Beginners ....................... 5

Track 04: Industry & Management Issues – Information Technology (IT) – IT Administrators/Managers ................... 8

Track 05: Sage 100 Contractor – Accounting/Miscellaneous ........................................................................................ 9

Track 06: Sage 100 Contractor – Project Management & Estimating ......................................................................... 12

Track 07: Sage Estimating (300 CRE) Core Plus – SQL Version – General Estimating .................................................. 15

Track 08: Sage Estimating (300 CRE) Core Plus – SQL Version – Estimating Database ................................................ 16

Track 09: Sage Estimating (300 CRE) Core Plus – SQL Version – Integrated Solutions ................................................ 17

Track 10: Sage Estimating (300 CRE) Core Plus – SQL Version – Advanced Estimating ............................................... 19

Track 11: Sage 300 CRE – Construction Accounting – Sage 300 CRE Basics ............................................................... 20

Track 12: Sage 300 CRE – Construction Accounting – Sage 300 CRE Accounting Advanced ....................................... 23

Track 13: Sage 300 CRE – Construction Accounting – Sage 300 CRE Payroll ............................................................... 25

Track 14: Sage 300 CRE – Cosntruction Accounting – Sage 300 CRE Contracts & Billing ............................................ 26

Track 15: Sage 300 CRE – Project Management – Sage 300 CRE Project Management Basics ................................... 28

Track 16: Sage 300 CRE – Project Management – Sage 300 CRE Project Management Advanced ............................ 30

Track 17: Sage 300 CRE – Property Managers/Developers ........................................................................................ 31

Track 18: Sage 300 CRE – Service Contractor ............................................................................................................. 32

Track 19: Sage 300 CRE – In-Depth Vendor Spotlights ............................................................................................... 33

Track 20: Sage 300 CRE – Reporting, SQL, and ODBC/Microsoft Applications – TS Reporting: ID, RD, & FS .............. 33

Track 21: Sage 300 CRE – Reporting, SQL, and ODBC/Microsoft Applications – MyAssistant .................................... 35

Track 22: Sage 300 CRE – Reporting, SQL, and ODBC/Microsoft Applications – Office Connector ............................ 36

Track 23: Sage 300 CRE – Reporting, SQL, and ODBC/Microsoft Applications – Crystal Reports ............................... 38

Track 24: Sage 300 CRE – Reporting, SQL, and ODBC/Microsoft Applications – Open Database Connectivity (ODBC) & Microsoft Access ..................................................................................................................................................... 40

Track 25: Sage Sessions – Presented by Sage .............................................................................................................. 42

Track 26: Sage & Third Party Applications – Vendor Sponsored Sessions .................................................................. 45

Track 27: Sage & Third Party Applications – Vendor Sponsored Sessions .................................................................. 47

**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 01: Ask the Experts: One-on-One Booths

01-01 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. Learning Objectives/Description: 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. 01-02 One-on-One Booth: Sage 300 CRE Knowledge Level: Intermediate Who Should Attend: Anyone with specific Sage 300 CRE questions. Prerequisites and/or Advance Preparation: Users must come prepared with questions; the session will be an interactive Q&A, not a prepared presentation. Learning Objectives/Description: 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. 01-03 One-on-One Booth: Sage 300 CRE, Sage 100 Contractor, and 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. Learning Objectives/Description: 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. 01-04 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. Learning Objectives/Description: 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. 01-05 One-on-One Booth: Sage 300 CRE, Sage 100 Contractor, and 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. Learning Objectives/Description: 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.

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01-06 One-on-One Booth: Sage 300 CRE, Sage 100 Contractor, and 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. Learning Objectives/Description: 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. 01-07 One-on-One Booth: Sage 300 CRE, Sage 100 Contractor, and 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. Learning Objectives/Description: 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. 01-08 One-on-One Booth: Sage 300 CRE & Sage Estimating Knowledge Level: Intermediate Who Should Attend: Anyone with specific Sage 300 CRE 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. Learning Objectives/Description: 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. 01-09 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. Learning Objectives/Description: 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. 01-10 One-on-One Booth: Sage 300 CRE, Sage 100 Contractor, and 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. Learning Objectives/Description: 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. 01-11 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..

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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. Learning Objectives/Description: 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. 01-12 One-on-One Booth: Sage 300 CRE & Sage Estimating Knowledge Level: Intermediate Who Should Attend: Anyone with specific Sage 300 CRE 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. Learning Objectives/Description: 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. 01-13 One-on-One Booth: Sage 300 CRE & Sage Estimating Knowledge Level: Intermediate Who Should Attend: Anyone with specific Sage 300 CRE 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. Learning Objectives/Description: 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. 01-14 One-on-One Booth: Sage 300 CRE, Sage 100 Contractor, and 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. Learning Objectives/Description: 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 02: Industry & Management Issues – Industry Issues

02-02 Getting the Most out of TUGweb.com & Sage Portal Knowledge Level: Basic Who Should Attend: Anyone that is interested in learning more about getting the most out of their membership by using TUGweb.com wanting to learn more about Sage Portal. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this session, we will go over a basic overview of TUGweb.com home page. We will review how to add employee user accounts to your company's master account, the difference between a user account and master account, how to join communities and committees, how to attend monthly community and committee meetings and training webinars, how to access the TUG Pulse Newsletter, how to access and use TUG Talk Online Forum, how to get involved with TUG, and how to connect with TUG via social media. On the Sage front, we’ll review self-serve resources such as the customer portal, knowledgebase, and Sage City. We’ll also give you a quick tour of Sage University and show you how to locate training.

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02-03 A Business Case for Lean (1 of 2) CPE Credits: 1.5 Knowledge Level: Entry level to Advanced Who Should Attend: Everyone with an interest in better Project outcomes. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: We want to share how practicing Lean Construction can impact organizations, projects and individuals in positive ways. We want to invite people to start their Lean journey today. 02-04 A Business Case for Lean (2 of 2) – See 02-03 Prerequisites and/or Advance Preparation: Attendance in session 02-03 A Business Case for Lean (1 of 2) 02-06 Cleaning House: File Organization, Archiving, and Best Practices for Closing CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Individuals who are responsible for administering the Sage 300 CRE security setup, Individuals who are responsible for “Archiving.” In addition, those responsible for working with the Sage data from a “System Level” perspective. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This class will review how Sage 300 CRE Security works, what options are available and best practices as it pertains to the setup and administration of Sage 300 CRE security. In addition, we will review some of tool that are available to help maintain the health of your data. 02-08 Lien Waiver 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 is helpful Learning Objectives/Description: Are you effectively tracking and managing Lien and Subcontractor activity? Join us to review the features in Sage. We’ll open up for issues that companies experience so be sure to bring your questions! 02-10 Sales & Use Tax Roundtable CPE Credits: 1.5 Knowledge Level: Basic/Intermediate Who Should Attend: Those in charge of collecting and/or paying sales, use or other state regulated taxes in connection with buying, selling or using building materials incorporated into construction projects Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Sales and Use taxes are confusing. This will be an interactive session with participant discussion about best practices for tracking sales, use and other regulated state taxes. The discussion will include collection of, payment of and documentation of sales and use tax. We will include suggestions about best practices for paying to the appropriate state agencies on time. There will be discussion of how users are using the software to track these taxes. We will also talk about documentation to have in case of the dreaded audit.

Track 03: Industry & Management Issues – Information Technology (IT) – Software Users/Beginners

03-02 Staying Competitive in the Age of Technology CPE Credits: 1.5

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Knowledge Level: Basic Who Should Attend: Anyone Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this session we will be discussing the new and creative technology trends evolving in the market place, drones, 360 cameras, BIM, robotics, AR, and VR just to name a few. Session will be open forum so we strongly encourage participation from everyone. With a tough market coupled by increasing technology demands, we will explore how technology investments can help create a LEAN company. How are you staying competitive in the construction industry with technology? Bring your questions, concerns, and ideas to share what your company is doing to progress in to the technology era. 03-03 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 Excel to improve your work processes. Some of the area’s we will explore will be workspace customization, data validation, named cells & ranges, formulas & functions (including date & time), pivot tables, conditional formatting, charts & graphs, and protecting & sharing workbooks. If time permits we will have a roundtable Q & A. 03-04 Excel Tips and Tricks Lab (2 of 2) – See 03-03 Prerequisites and/or Advance Preparation: Attendance in session 03-03 Excel Tips & Tricks Lab (1 of 2); Basic Excel Knowledge 03-05 Business Analytics: Business Intelligence/Data Visualization Concepts & Tools (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone who wants to learn more about Business Intelligence and presenting data in new ways Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In today’s fast paced competitive markets, owners and business managers have an ever-increasing need for real time accurate data presented in an easy to read format. The challenges increase when various program databases are stored locally on your server while others are in the cloud. What tools do you use to assemble all that information into one place to meet the needs of decision makers? Join us in this session to learn more about Business Intelligence reporting and data visualization. We show real examples of construction company data presented in an “easy to read” fashion that can combine data from multiple sources. We will discuss many types of visualizations and which work best in specific situations. While this session is not primarily about one specific software product or another, you will see examples from multiple software solutions. 03-06 Business Analytics: Business Intelligence/Data Visualization Concepts & Tools (2 of 2) – See 03-05 Prerequisites and/or Advance Preparation: Attendance in session 03-05 Business Analytics: Business Intelligence/Data Visualization Concepts & Tools (1 of 2) 03-07 IT Talk for Non-IT People CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone with an IT question that doesn’t work in IT Prerequisites and/or Advance Preparation: None Learning Objectives/Description: What is the Cloud? What is Streaming? What is the difference between a Laptop and a Tablet? Bandwidth is just another word for speed, right? In this session, we will have a panel of IT professionals that will answer these IT questions and many more. Feel free to ask any question about IT that you want to know more about. Let us answer your questions using “non-IT speak” in a way the you can relate to and understand. We promise you'll leave with more knowledge and understanding than you came in with.

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03-08 Sage Databases: How to Find the Data You Need CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone who wants to learn more about their Sage database Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Have you ever wanted to write a report or pull data from Sage but struggled to find where the information is stored? If so, then this session is for you. We will start with an overview of how databases are structured, how table dependencies work and general naming conventions for Sage 100/300. Next, we will see an example of a data dictionary and how to find the fields you need. You will gain a better understanding of how databases store data and how to find key fields. 03-10 Ask the IT Experts Roundtable CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone with an IT Question Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Just in case you were unable to attend the first session, or you have more questions to ask, we are having a REPEAT of the 4-6 Session. This moderated 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 their 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. 03-12 Demystifying Office 365 CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Decision Makers and anyone who has a role in IT Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Microsoft’s Office 365 subscription service has quickly become the norm for business productivity software. However, many users are still unable to make sense of all the offerings Microsoft has. In this session we will decipher the wide variety of plans they offer and how to choose what is right for your business. Our experts will also give advice on what, when, and why to implement various components of the Office 365 platform. 03-13 How to Manage IT When You're Not IT CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone who has to work with or manage IT staff Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this session, we will give managers some insight and knowledge on how to manage IT staff without having IT knowledge. We will discuss methods for checks and balances, redundancy ideologies, policy and procedure structures, reporting, and more. 03-14 Tips for Creating Effective IT Policies & Procedures CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Decision Makers, Business Manager or anyone who has a role in IT Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Policies and procedures provide consistent day to day operations for any business. IT has the added responsibility of meeting government regulations and legal liabilities. In this session, you will learn why it is essential your company have well-documented IT policy and procedures and how to create or update your own IT Policies and Procedures Manual. We will review six areas that should be addressed in

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your document and why each is important. Lastly, we will discuss tips for handling employee training and compliance.

Track 04: Industry & Management Issues – Information Technology (IT) – IT Administrators/Managers

04-01 Sage 300 CRE Security & Database Administration CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Individuals who are responsible for administering the Sage 300 CRE security setup, Individuals who are responsible for “Archiving.” in addition, those responsible for working with the Sage data from a “System Level” perspective. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This class will review how Sage 300 CRE Security works, what options are available and best practices as it pertains to the setup and administration of Sage 300 CRE security. In addition, we will review some of the tools that are available to help maintain the health of your data. 04-04 Making the Decision to Move to the Cloud CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Decision Makers and anyone who has a role in IT Prerequisites and/or Advance Preparation: None Learning Objectives/Description: “You should move to the Cloud” is a familiar comment we hear. In this session we will cut the “fine print” and comprehensively explain what “the cloud” is and how making this move will affect your business. 04-05 Mobile Device Management CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Decision Makers and anyone who has a role in IT Prerequisites and/or Advance Preparation: None Learning Objectives/Description: We want it all when it comes to security and flexibility with Mobile Device Management (MDM) and Mobile Application Management (MAM). However, have you truly thought about the pros and cons of BYOD (Bring Your Own Device) versus issuing a company owned device? After a concentrated discussion on these two main topics, you will come away with knowledge on key areas of risk, security, employee policies for usage, and avoid the common pitfalls in regard to your mobile strategy. 04-06 Ask the IT Experts Roundtable CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone with an IT Question Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This moderated 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 their 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. 04-08 Backup Solutions & Strategies CPE Credits: 1.5 Knowledge Level: Intermediate Who Should Attend: Anyone who has a role in IT

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Prerequisites and/or Advance Preparation: None Learning Objectives/Description: During this session will discuss the various options available to IT managers for obtaining viable backups and restores. We will discuss backup methods, storage media and locations, redundancy theory, and much more. After this session you’ll have the knowledge and the confidence to build your own Backup/Restore solution that fits your specific IT needs. 04-09 SQL Lab: More Advanced Commands CPE Credits: 1.5 Knowledge Level: Intermediate Who Should Attend: Anyone interested in expanding their SQL skills Prerequisites and/or Advance Preparation: Attended Basic SQL sessions or have a basic knowledge of SQL Learning Objectives/Description: This lab session is designed to build on the data retrieval skills taught in the Basic SQL sessions. Through hands-on activities, you will learn new ways to filter data, eliminate duplicates, generate calculated fields, and explore functions to manipulate various data types. 04-11 Annual IT Audits & Other Year-End Procedures CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Anyone who has a role in IT Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Although Annual Audits and End-of-Year events are usually a time of frenzied work for most people in Accounting, it is important to consider other, IT related, annual practices as well. In this session, we will have a guided discussion of various annual IT-related audit topics and other Year-End Procedures. We will be discussing IT-related policies, procedures, audits, and best practices to help guide you in formulating your own annual IT review procedures. 04-13 Sage 300 CRE SQL Replicator: What You Need to Know CPE Credits: 1.5 Knowledge Level: Basic Who Should Attend: Decision Makers and anyone who has a role in IT Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Trying to decide whether to use the Sage Replicator? Then this session is for you. We will be discussing what you need to know before installing and implementing the Sage Replicator. After this session you’ll be able to decide if Sage Replicator is right for you and how to avoid some of the common pitfalls associated with its implementation. 04-14 What is Your Operating System and When Does it Make Sense to Move? CPE Credits: 1.5 Knowledge Level: Intermediate Who Should Attend: Anyone who has a role in IT Prerequisites and/or Advance Preparation: None Learning Objectives/Description: A computer’s Operating System (OS) is the software that allows users to interact with a computer without having to know the language of its hardware. Microsoft Windows is the most common, but not the only one. In this session, we will explore some of the popular OS choices the industry has to offer. We will delve into the benefits and the pitfalls of each OS. The information presented will help you decide if your current OS is the right choice for you and your business.

Track 05: Sage 100 Contractor – Accounting/Miscellaneous

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05-01 Sage 100 Contractor: Get to Know Sage 100 Contractor System Features Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Beginner to Advanced Version: Sage 100 Contractor 21.3 Who Should Attend: All Users of Sage 100 Contractor Prerequisites and/or Advance Preparation: None Learning Objectives/Description: How well do you know the basic system functions and features that can help streamline your use of Sage 100 Contractor? Join us as we review them and offer challenges to put them to use immediately! 05-02 Sage 100 Contractor: Get to Know Sage 100 Contractor System Features Lecture (2 of 2) – See 05-01 CPE Credits: 1.5 Knowledge Level: Beginner to Advanced Version: Sage 100 Contractor 21.3 Who Should Attend: All Users of Sage 100 Contractor Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this session we'll continue to explore various system-wide functions available to help streamline your work. We'll also take a look at the most recent enhancements to Sage 100 Contractor. 05-03 Sage 100 Contractor: Accounts Payable: Organizing and Optimizing CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 100 Contractor 21.3 Who Should Attend: A/P Personnel Prerequisites and/or Advance Preparation: Accounts Payable Learning Objectives/Description: In this course we will discuss several different areas of Accounts Payable. From the basics of setting up AP with the most efficiency to more advance options...and everything in between. Some features that will be discussed are ACH, Credit Card Management, Paperclip and Recurring Payables. 05-04 Sage 100 Contractor: Accounts Payable Roundtable CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 100 Contractor 21.3 Who Should Attend: AP Personnel Prerequisites and/or Advance Preparation: Accounts Payable Learning Objectives/Description: There are so many steps involved in the Accounts Payable process. Do you use 3rd party software? Do you still file physical paper? Join us for the Accounts Payable roundtable where you can bring your ideas and questions to discuss with like-minded peers. 05-05 Sage 100 Contractor: Bill Early and Bill Often: All the Ways to Create the Perfect A/R Invoice Lab CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 100 Contractor 21.3 Who Should Attend: Anyone wanting to know how to use Sage 100 Contractor as a tool to produce a variety of Accounts Receivable Billing Options Prerequisites and/or Advance Preparation: Basic knowledge of how to move around Sage 100 Contractor Learning Objectives/Description: To provide hands on experience on how to use the various accounts receivable billing options available in Sage 100 Contractor 05-06 Sage 100 Contractor: Accounts Receivable Roundtable CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 100 Contractor 21.3

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Who Should Attend: A/R Personnel Prerequisites and/or Advance Preparation: Accounts Receivable Learning Objectives/Description: Join us as we dive deeper into the topics that were discussed in the lab. As well as best practices and challenges that each type (GC or Sub) of contractor faces and possible solutions. 05-07 Sage 100 Contractor: Payroll - The Complete Process CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 100 Contractor 21.3 Who Should Attend: Payroll Personnel Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Payroll issues can get sticky...fast! Join us to see how payroll should be done- from start to finish. We’ll learn how and where to enter the time from your employee timecards with step by step instructions for processing payroll and printing reports. Need a convenient way to pay those pesky payroll taxes? We have you covered! 05-08 Sage 100 Contractor: Payroll Roundtable CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 100 Contractor 21.3 Who Should Attend: Payroll Personnel Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Ever wondered how other companies handle payroll? Think you have a unique issue that you’d like to run past your peers? Come join this roundtable session as we discuss best practices for the world of Payroll. The best way to learn is from other users! 05-09 Sage 100 Contractor: Form Design Concepts CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 100 Contractor 21.3 Who Should Attend: Users wanting to learn the basic concepts of form design Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Learning the general concepts and basic customization techniques is crucial to becoming successful with Sage 100 Contractor Form Design. This session will review the various design tools so that you can put them to use in the Form Design Lab. 05-10 Sage 100 Contractor: Form Design Lab CPE Credits: 1.5 Knowledge Level: Basic to Intermediate Version: Sage 100 Contractor 21.3 Who Should Attend: Users wanting to apply the basic concepts to create/modify forms Prerequisites and/or Advance Preparation: Form Design Part 1 Lecture Learning Objectives/Description: In this session you'll be able to apply the tools and concepts that were discussed in the Form Design Lecture to create your own custom documents. Bring your thumb drive so you can take the documents back to your office to begin using immediately! 05-11 Sage 100 Contractor: System Security and Database Administration CPE Credits: 1.5 Knowledge Level: Basic to Intermediate Version: Sage 100 Contractor 21.3 Who Should Attend: Company Administrators and IT Department Prerequisites and/or Advance Preparation: None

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Learning Objectives/Description: Is your company’s confidential information being protected? Learn how to create security groups that are easy to understand and apply them to the hierarchy of menus to control what users can and can’t access. We will also review the various “housekeeping” tools of Sage 100 Contractor Database Administration. 05-12 Sage 100 Contractor: Financial Reporting & Analysis CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 100 Contractor 21.3 Who Should Attend: Anyone wanting an in depth knowledge of Financial Reports in Sage 100 Contractor Prerequisites and/or Advance Preparation: Basic understanding of accounting Learning Objectives/Description: To review and analyze financial reports available in Sage 100 Contractor as a tool to better manage your business 05-13 Sage 100 Contractor: What You Need to Know About the "Other Side" Roundtable CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 100 Contractor 21.3 Who Should Attend: Accounting/Project Management Personnel Prerequisites and/or Advance Preparation: Accounting/PM Classes at TUG Conference Learning Objectives/Description: Does your Project Manager give a verbal ok for a change order to the subcontractor and not notify the accounting dept? Or does the accounting department hold up paying vendor, because of incomplete paperwork but doesn’t notify the Project Manager? If you can relate to this or have other obstacles you may be struggling with, come join our Accounting/Project Management roundtable where you can see how the Sage modules, tools and discussions can help make your job easier when working together. 05-14 Sage 100 Contractor: Reporting: Are You Using the Right Report Writing Tools? CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 100 Contractor 21.3 Who Should Attend: Users in any department needing reports Prerequisites and/or Advance Preparation: Basic familiarity with Sage 100 Contractor Report Writer module Learning Objectives/Description: Sometimes the Report Writer module just isn't enough- and there are SO many choices! In this discussion we will explore a broad range of report writing choices, their strengths, and features that will help you choose the BEST Report Writing tool for the job.

Track 06: Sage 100 Contractor – Project Management & Estimating

06-01 Sage 100 Contractor: Basic Estimating: Start with a Powerful Tool (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 100 Contractor 21.3 Who Should Attend: Estimators, Project Managers, Project Assistants Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Get off to a good start with the Powerful Tools in Sage Estimating Basic. This session will explore the Takeoff screen, Assemblies, Grids, Formulas and much more. 06-02 Sage 100 Contractor: Basic Estimating: Start with a Powerful Tool Lab (2 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 100 Contractor 21.3

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Who Should Attend: Estimators, Project Managers, Project Assistants Prerequisites and/or Advance Preparation: Attendance in session 06-01 Sage 100 Contractor: Basic Estimating: Start with a Powerful Tool (1 of 2); Knowledge of basic system features Learning Objectives/Description: Build a takeoff using a variety of powerful tools. In this hands-on lab you will use templates, grids, assemblies, and formulas to go WAY beyond basic. 06-03 Sage 100 Contractor: Markup vs. Margin and Budget vs. Proposal Roundtable CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 100 Contractor 21.3 Who Should Attend: Estimators and Project Managers Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Are you Marking Up or making a Margin? Are you looking at a Proposal or a Budget? How and where are these used? Join this roundtable for a lively discussion and tools to help you use the right thing at the right time. 06-04 Sage 100 Contractor: Parts Scattered Everywhere! Roundtable CPE Credits: 1.5 Knowledge Level: Basic to Intermediate Version: Sage 100 Contractor 21.3 Who Should Attend: Estimators, Purchasing, Service Receivables or Inventory Personnel Prerequisites and/or Advance Preparation: None Learning Objectives/Description: If you aren’t already using parts, save your estimators, purchasing, service billing and inventory personnel time by building a parts database to speed up processes and add consistency to descriptions and coding. 06-05 Sage 100 Contractor: Subcontracts: Better, Faster and Easier Management CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 100 Contractor 21.3 Who Should Attend: Project Managers and Assistants Prerequisites and/or Advance Preparation: None Learning Objectives/Description: There are so many ways the Subcontract module can save time and money. Learn how you can set the stage for proper job costing and how your subcontract data flows through the program. Easily enforce control with a few simple workflow clicks. 06-06 Sage 100 Contractor: Controlling the Paperwork with Document Control Lab CPE Credits: 1.5 Knowledge Level: Basic to Advanced Version: Sage 100 Contractor 21.3 Who Should Attend: Project Management/Accounting Personnel Prerequisites and/or Advance Preparation: None Learning Objectives/Description: There's a LOT that goes on at a jobsite every day, as well as in the accounting office. How do you keep track of it all? We'll explore various areas in Sage 100 Contractor Document Control that can help you track day-to-day activities and manage projects. 06-07 Sage 100 Contractor: Report Writer: The Basics Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 100 Contractor 21.3 Who Should Attend: Anyone wishing to write reports in Report Writer Prerequisites and/or Advance Preparation: None

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Learning Objectives/Description: Customizing and creating reports can be easy with a few basics. In this hands-on lab we will begin with customizing an existing report, then use the Wizard to create a new report. Topics include basic report modification and creation, Grouping, Subtotaling, Formatting and simple formulas. 06-08 Sage 100 Contractor: Report Writer: The Next Level Lab (2 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 100 Contractor 21.3 Who Should Attend: Report Writers wishing to expand their skills to the next level Prerequisites and/or Advance Preparation: Attendance in session 06-07 Sage 100 Contractor: Report Writer: The Basics Lab (1 of 2); Basic Report Writer Learning Objectives/Description: Take your Report Writer skills to the next level! In this hand-on adventure we will cover Formulas, special fields, variables and more to help you become the Master of your reports. 06-09 Sage 100 Contractor: Productive Purchasing CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 100 Contractor 21.3 Who Should Attend: Anyone involved in purchasing materials for their company Prerequisites and/or Advance Preparation: Basic knowledge of purchasing Learning Objectives/Description: To provide an in depth overview of the many facets of issuing and managing Purchase Orders in Sage 100 Contractor as well as a guide to how to use this powerful tool for better tracking and cost savings 06-10 Sage 100 Contractor: Change Orders: Follow the Money Roundtable CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 100 Contractor 21.3 Who Should Attend: Project Managers and Assistants; Estimators Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Don't leave money on the table! In this Roundtable we will explore how to maximize Change Orders to get more money and time in your budget and spend less money and time chasing paper. 06-11 Sage 100 Contractor: Project Analysis: How Do You Do? Lab CPE Credits: 1.5 Knowledge Level: All Version: Sage 100 Contractor 21.3 Who Should Attend: Project Managers and Assistants Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Get your hands dirty and dig into the details. Or the summaries. And projections. This lab moves through the report and modules designed to help you know WHAT and HOW you are doing. 06-12 Sage 100 Contractor: Project Scheduling: Plan Your Work, Work Your Plan Lab CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 100 Contractor 21.3 Who Should Attend: Project Managers, Project Assistants Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Completing a project without a schedule is like going shopping without a list or taking a trip without directions- you might "get there" but you could be wasting time and money! Learn how to build a project schedule in this hands-on lab! We will cover Tasks, Creating and Modifying Schedules, and the resulting reports.

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06-13 Sage 100 Contractor: The Basics of Service Receivables Lab CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 100 Contractor 21.3 Who Should Attend: Service Department Personnel Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this session we'll follow the cycle of a simple work order - from taking a customer's call, to scheduling the work, to final invoicing. 06-14 Sage 100 Contractor: Getting the Most Out of Tracking Your Equipment CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 100 Contractor 21.3 Who Should Attend: Anyone wanting to learn how to use the equipment module in Sage 100 Contractor and how it interacts with the other elements of the software Prerequisites and/or Advance Preparation: Basic knowledge of Sage 100 Contractor and basic understanding of job cost and accounting Learning Objectives/Description: To provide an in depth look at how the Equipment Module operates in Sage and how it can be a valuable tool in job cost tracking as well as managing cost of ownership.

Track 07: Sage Estimating (Core Plus – SQL Version) – General Estimating

07-01 Estimating Fundamentals Workshop Lecture (1 of 3) CPE Credits: 1.5 Knowledge Level: Basic Version: SQL, Sage Estimating 18.12 Who Should Attend: Estimators 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. You’ll discover what reports are available in SAGE Estimating SQL. You’ll be able to understand what the Management Console is and how you can use it to manage your Estimate files and more. 07-02 Estimating Fundamentals Workshop Lab (2 of 3) – See 07-01 Prerequisites and/or Advance Preparation: Attendance in session 07-01 Estimating Fundamentals Workshop Lecture (1 of 3); Before beginning this session, you should know how to perform basic takeoff and edit items in your estimate or database. 07-03 Estimating Fundamentals Workshop Lab (3 of 3) – See 07-01 Prerequisites and/or Advance Preparation: Attendance in session 07-01 Estimating Fundamentals Workshop Lecture (1 of 3) and session 07-02 Estimating Fundamentals Workshop Lab (2 of 3); Before beginning this session, you should know how to perform basic takeoff and edit items in your estimate or database. 07-04 Sage Estimating Roadmap Knowledge Level: All Who Should Attend: Estimators Prerequisites and/or Advance Preparation: None Learning Objectives/Description: You're invited to participate in this Sage-hosted session to learn more about future plans for Sage Estimating. We'll also show you some highlights related to recent enhancements, strategic partnerships, and our ongoing pursuit of the pre-construction phase of project lifecycle management.

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07-07 Estimating Tips & Tricks (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic to Advanced Version: SQL, Sage Estimating 18.12 Who Should Attend: Estimators and others wishing to expand their knowledge of the use of the estimating software 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. 07-08 Estimating Tips & Tricks (2 of 2) – See 07-07 Prerequisites and/or Advance Preparation: Attendance in session 07-07 Estimating Tips & Tricks (1 of 2); A working knowledge of Sage Estimating 07-12 Estimating to Job Cost: Sage 100 Contractor and Sage 300 CRE CPE Credits: 1.5 Knowledge Level: All Version: SQL, Sage Estimating 18.12 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

Track 08: Sage Estimating (Core Plus – SQL Version) – Estimating Database

08-01 Database Setup/Editor/Management Workshop Lecture (1 of 3) CPE Credits: 1.5 Knowledge Level: Intermediate to Advanced Version: SQL, Sage Estimating 18.12 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. 08-02 Database Setup/Editor/Management Workshop Lab (2 of 3) – See 08-01 Prerequisites and/or Advance Preparation: Attendance in session 08-01 Database Setup/Editor/Management Workshop Lecture (1 of 3); Basic understanding of the Estimating Database 08-03 Database Setup/Editor/Management Workshop Lab (3 of 3) – See 08-01

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Prerequisites and/or Advance Preparation: Attendance in session 08-01 Database Setup/Editor/Management Workshop Lecture (1 of 3) and session 08-02 Database Setup/Editor/Management Workshop Lab (2 of 3); Basic understanding of the Estimating Database 08-09 Resources, Crews, & Rate Table Lecture CPE Credits: 1.5 Knowledge Level: Beginner - Intermediate Version: SQL, Sage Estimating 18.12 Who Should Attend: Estimators who manage the database Prerequisites and/or Advance Preparation: None Learning Objectives/Description: We will cover how to set up a resources, crews and rate table and use it in your estimates. This session will also think out of the box on other ways to use these table if you have several different rates for different clients. 08-10 Formulas & Assemblies Lecture CPE Credits: 1.5 Knowledge Level: Basic/Intermediate Version: Taught in SQL, concepts the same in Pervasive, Sage Estimating 18.12 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. With the knowledge gained on variables, formulas, formula tables and functions, you will then learn how to build your own assemblies. 08-11 Formulas & Assemblies Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic/Intermediate Version: Taught in SQL, concepts the same in Pervasive, Sage Estimating 18.12 Who Should Attend: Estimators or database administrators - who develop, modify or improve their company’s Sage Estimating Database Prerequisites and/or Advance Preparation: Attendance in prior lecture(s) on Formulas and Assemblies (sessions 08-10 Formulas & Assemblies Lecture and 08-11 Formulas and Assemblies Lab (1 of 2) Learning Objectives/Description: In this hands-on session, you will apply the concepts learned in the lecture to build formulas, variables, and formula tables that will assist you in creating your own assemblies. 08-12 Formulas & Assemblies Lab (2 of 2) – See 08-11 Prerequisites and/or Advance Preparation: Attendance in prior lecture(s) on Formulas and Assemblies (sessions 08-10 Formulas & Assemblies Lecture and 08-11 Formulas and Assemblies Lab (1 of 2)

Track 09: Sage Estimating (Core Plus – SQL Version) – Integrated Solutions

09-05 eTakeoff with Bridge Lecture (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic/Intermediate Version: SQL, Sage Estimating 18.12 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: 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. Topics will include an overview of the eTakeoff products and explanation on how prepare your estimating database and assemblies for efficient use of the eTakeoff Bridge. 09-06 eTakeoff with Bridge Lab (2 of 2) CPE Credits: 1.5 Knowledge Level: Basic/Intermediate Version: SQL, Sage Estimating 18.12 Who Should Attend: Anyone who is currently using, or interested in implementing, an integrated digital takeoff solution. Prerequisites and/or Advance Preparation: Attendance in session 09-05 eTakeoff with Bridge Lecture (1 of 2); Attendees should understand the basic workflow of quantity takeoff, estimate creation, item and assembly input. Familiarity with Smart Assemblies in Sage Estimating would be of value, but is not required. 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. Activities will include creating Traces in eTakeoff from existing Sage Estimating Assemblies and mapping takeoff to assemblies in Sage Estimating. 09-07 BIM 101 Lecture (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: SQL, Sage Estimating 18.12 Who Should Attend: Estimators, Estimating Managers, Project Managers Prerequisites and/or Advance Preparation: None 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. 09-08 BIM 201: Integrated Solutions with Sage Estimating (Bridge & Navisworks & (Assemble - just lecture) Lab (2 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: SQL, Sage Estimating 18.12 Who Should Attend: Estimators, Estimating Database Managers, Project Managers Prerequisites and/or Advance Preparation: Attendance in session 09-07 BIM 101 Lecture (1 of 2); 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. 09-11 Liberty Reports Use with SQL Estimating Lecture CPE Credits: 1.5 Knowledge Level: Advanced Version: SQL, Sage Estimating 18.12 Who Should Attend: Estimators, Estimating Database Managers, Project Managers Prerequisites and/or Advance Preparation: Attendees should understand structure of an estimate and the estimating database, as well as have a basic understanding of how the estimating data is stored in the SQL Tables. Learning Objectives/Description: This session will provide an understanding of how to leverage the live data from Sage Estimating into an easy to understand report in MS Excel using Liberty Reports for Sage SQL Estimating. These reports can combine your Sage Estimating data with the common, and more advanced, functions of MS

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Excel that you are already used to. We will walk through how to build a simple report and review some of the report templates that come with the Liberty Reports plugin. 09-13 Power BI for Estimating CPE Credits: 1.5 Knowledge Level: Intermediate to Advanced Version: Sage Estimating 18.12 Who Should Attend: Estimating report writers who want to publish estimating data in a easy to use format for owners and other staff. You should have a basic understanding of databases. Prerequisites and/or Advance Preparation: Understanding SQL and Database structure Learning Objectives/Description: Power BI is a powerful tool that allows you to create and embed reports for fast easy access to all of your estimating information. With this Microsoft tool you can easily share estimating information with company owners and other staff members to know exactly where you are at with not only specific estimates but your overall estimating department allowing for greater control on your resources. This tool isn’t just for SAGE SQL Estimating but you can also link in Excel documents as well which we will cover on a basic level. 09-14 SQL Server Management Studio CPE Credits: 1.5 Knowledge Level: Basic Version: Sage Estimating 18.12 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.

Track 10: Sage Estimating (Core Plus – SQL Version) – Advanced Estimating

10-05 Using SQL Server Management Studio (SSMS) to Manage Your Sage Estimating Data Lecture (1 of 2) CPE Credits: 1.5 Knowledge Level: Advanced/Expert Version: Sage Estimating 18.12 Who Should Attend: Estimating power users and database administrators Prerequisites and/or Advance Preparation: Knowledge with SQL Server Management Studio (SSMS) Learning Objectives/Description: While the new Sage Estimating environment has brought the data structure into the modern MS SQL era, the ability to perform traditional data manipulation via the Timberline ODBC driver is no longer available. This session will cover the use of SQL Server Management Studio (SSMS) to perform equivalent tasks within the new data platform. Using a combination of SQL scripts and data import routines within SSMS, you will be able to execute tasks traditionally covered in the previously offered "ODBC for Sage Estimating" session with confidence in the new version. 10-06 Using SQL Server Management Studio (SSMS) to Manage Your Sage Estimating Data Lab (2 of 2) – See 10-05 Prerequisites and/or Advance Preparation: Attendance in session 10-05 Using SQL Server Management Studio (SSMS) to Manage Your Sage Estimating Data Lecture (1 of 2); Knowledge with SQL Server Management Studio (SSMS) 10-09 Models Estimating Lab (1 of 2)

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CPE Credits: 1.5 Knowledge Level: Intermediate/Advanced Version: Sage Estimating 18.12 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 10-09 Prerequisites and/or Advance Preparation: Attendance in session 10-09 Models Estimating Lab (1 of 2); Experience using Quick, Item and Assembly Takeoff; Basic familiarity with building database formulas and assemblies 10-13 Exporting Sage SQL Estimating Data to MS Office via External Tools Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Advanced/Expert Version: Sage Estimating 18.12 Who Should Attend: Estimating power users and database administrators Prerequisites and/or Advance Preparation: Experience with building estimating database Learning Objectives/Description: Sage SQL Estimating provides a connection point called External Tools which enables the launching of other applications without leaving the software. Using a blend of command line parameters, Microsoft VBA code and SQL connection scripts, this session will demonstrate creative ways to export your currently open Sage SQL Estimating content directly to your own Microsoft Excel and Word templates. 10-14 Exporting Sage SQL Estimating Data to MS Office via External Tools Lab (2 of 2) – See 10-13 Prerequisites and/or Advance Preparation: Attendance in session 10-13 Exporting Sage SQL Estimating Data to MS Office via External Tools Lab (1 of 2); Experience with building estimating database

Track 11: Sage 300 CRE – Construction Accounting – Sage 300 CRE Accounting Basics

11-01 Sage 300 CRE Concepts for Accountants and Project Managers CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 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, the Property Management module, and specialty modules such as Purchasing, Inventory, Service Management, Project

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Management, and Estimating. Additional applications, such as Sage MyAssistant and Office Connector will also be reviewed. 11-02 Using Sage 300 CRE Desktop Lab CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 Who Should Attend: All users new to Sage 300 CRE or new to Version 18 desktop 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 “Favorites” shortcuts and Job Overview reporting provided with Sage 300 CRE Desktop. We will show you how to configure the TUG Home Page report so that each Project Manager can see a list of their own jobs and access drill-down reports for each job using a simple browse-and-click interface. After completing this class, you will be able to setup your own desktop favorites and home page report and utilize desktop as your ‘home base’ to easily access information and shortcuts to reports and tasks. 11-03 Accounts Receivable Basics Lab CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 Who Should Attend: All users new to Sage 300 CRE or new to the Accounts Receivable (AR) module 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. 11-04 Cash Management Lab CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 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 cover cash management setup through reconciliation. We will cover setting up bank accounts, importing cleared checks, reconciling the bank account, using the Edit Register, bank account transfers and how to record EFT and ACH transactions in cash management. 11-05 General Ledger Basics Lab CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 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 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, and 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. 11-06 Accounts Payable Basics Lab CPE Credits: 1.5 Knowledge Level: Basic

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Version: Sage 300 CRE 18.2.2 Who Should Attend: All users new to Sage 300 CRE Prerequisites and/or Advance Preparation: None Learning Objectives/Description: After completing this hands-on lab, you will understand the basic fundamentals of the (AP) Accounts Payable module. You will have a basic understanding of the application interfaces, period-end methods, and common reports. You will know how to set up vendors and check forms, enter invoices, select invoices to pay, print checks, and record manual checks. You will understand how the simple customization to the invoice entry grid can make data entry easier and more meaningful. 11-07 JC Basics Lab CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 Who Should Attend: All users new to Sage 300 CRE Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this hands-on lab session we will review job cost tasks, including overall JC settings, setting up Jobs, and the setup of Standard and Job Cost Codes and Categories. We will also look at entering job estimates and entering direct costs. 11-09 Error Correction AP & CM CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: All users of Sage 300 CRE tasked with correcting errors in AP and/or CM Prerequisites and/or Advance Preparation: Familiarity with AP or CM Learning Objectives/Description: This session will give you the fundamentals of error correction in the Accounts Payable and Cash Management modules. We will review common errors then review the detailed steps to make the corrections, so your reporting will be accurate. 11-10 Running Reports & Inquiries + ID & RD Basics CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 Who Should Attend: All users new to Sage 300 CRE 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 the standard reports and inquiries. We will review the report types available and discuss the differences. Then we will look at how to condition the reports to display only the data you want. We will access standard inquiries and review how to drill down to more detail and how to display more or less related information. 11-13 AP Advanced: Electronic Payments and Positive Pay Lab CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Users familiar with the Accounts Payable (AP) module Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This hand-on lab session will teach you the fundamentals of setting up and using Electronic Payments in the Accounts Payable module. We will then discuss the concept of using Positive Pay reports in association with your bank to help with fraudulent activity. 11-14 General Tips & Tricks for Sage 300 CRE CPE Credits: 1.5 Knowledge Level: Intermediate

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Version: Sage 300 CRE 18.2.2 Who Should Attend: All users of the Sage 300CRE software accounting modules Prerequisites and/or Advance Preparation: None 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 day to day use of Sage 300 CRE. Come see some of our favorites and bring your own to share with the group.

Track 12: Sage 300 CRE – Construction Accounting – Sage 300 CRE Accounting Advanced

12-01 Reconciliation Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Accounting personnel tasked with reconciling subledgers to the general ledger and reconciling accounts in preparation for financial statements 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. 12-02 Reconciliation Lab (2 of 2) – See 12-01 Prerequisites and/or Advance Preparation: Attendance in session 12-01 Reconciliation Lab (1 of 2); Attendees should be familiar with basic accounting concepts of reconciliation 12-03 Subcontractor Compliance Setup Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 Who Should Attend: Anyone responsible for managing subcontractor compliance Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Attendees will gain a basic understanding of the features and functions of the Subcontractor Compliance task available in AP and/or PJ. Topics will include settings and setups in AP and JC for tracking subcontractor Lien Waivers, Insurances, Certified Reports and Misc Compliance items in Sage 300 CRE, as well as how AP, JC and PJ interact. 12-04 Subcontractor Compliance Usage Lab (2 of 2) – See 12-03 CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2

Who Should Attend: Anyone responsible for managing 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. 12-05 Advanced General Ledger Lab CPE Credits: 1.5

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Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Users familiar with the General Ledger (GL) module Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this hands-on lab you will learn how to setup and use recurring and auto-reversing entries. We will then discuss importing concepts and then import transactions into the General Ledger. Expense allocation workflow will also be covered. 12-07 WIP Reporting & Forecasting CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: All users of the Sage 300CRE software responsible for WIP reporting and forecasting Prerequisites and/or Advance Preparation: Basic understanding of WIP reports and forecasting Learning Objectives/Description: This class will focus on WIP reports and forecasting using the Sage 300CRE and related integrated software. We will discuss different methods companies are using to create WIP reports and how they are forecasting for their jobs. Bring your own companies methods to share with the group along with any questions you may have about WIP reports and forecasting. 12-09 JC Advanced Lab CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Users familiar with the Job Cost (JC) module Prerequisites and/or Advance Preparation: None 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, and how to import certain types of Job Cost transactions. 12-10 AP Advanced: Importing and Credit Card System Lab CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Users familiar with the Accounts Payable (AP) module Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this hand-on lab session we will learn the fundamentals of importing invoices and how to manage and utilize the Credit Card System within the Accounts Payable module 12-11 Subcontractor Compliance: Certified Payroll & Insurance Lab CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 Who Should Attend: Anyone who has to manage compliance for their company or their subcontractors. Prerequisites and/or Advance Preparation: Computers should not have had any compliance setups done before. We will set up and use the compliance settings we create. Learning Objectives/Description: This session is all about seeing how the Sage 300 database can help keep track of Certified Payrolls and Insurance compliance for your company and your Subs/Suppliers. We will go through Certified Payroll and Insurance compliance settings and then see what they do. I'll show you a couple of reports as well. 12-12 Subcontractor Compliance: Lien Waivers & Secondary Vendors Lab

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CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 Who Should Attend: Anyone who has to manage compliance for their company or their subcontractors. Prerequisites and/or Advance Preparation: Computers should not have had any compliance setups done before. We will set up and use the compliance settings we create. Learning Objectives/Description: This session is all about seeing how the Sage 300 database can help keep track of Lien Waivers and Secondary Vendor compliance for your company and your Subs/Suppliers. We will go through Lien Waivers and Secondary Vendor compliance settings and then see what they do. I'll show you a couple of reports as well. 12-13 Reconciliation Lab (1 of 2) *REPEAT SESSION* CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Accounting personnel tasked with reconciling subledgers to the general ledger and reconciling accounts in preparation for financial statements 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. 12-14 Reconciliation Lab (2 of 2) *REPEAT SESSION* – See 12-13 Prerequisites and/or Advance Preparation: Attendance in session 12-13 Reconciliation Lab (1 of 2) *REPEAT SESSION*; Attendees should be familiar with basic accounting concepts of reconciliation

Track 13: Sage 300 CRE – Construction Accounting – Sage 300 CRE Payroll

13-03 Certified & Union Payroll CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Accounting staff responsible for the entering of payroll time, setup of employees, and printing and verification of certified payroll and/or union 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. Discussion of LCP Tracker. Q & A, time permitting, on union payroll. 13-04 Multi-State Payroll Setup & Issues CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Employers who are multi state employers or may become multi state employers, and want more information on how to set this up in Payroll.

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Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this session, we will review the setup and processing with multi state payroll. 13-05 Payroll: Issues and Solutions – Roundtable Discussion with Q&A CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 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 13-06 Canadian Payroll Tips & Tricks CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Users who work with the Canadian Payroll application or who would like to know more about it. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this session, you will become familiar with differences between US and Canadian Versions. 13-07 Payroll Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 Who Should Attend: Users New to the Payroll Module Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This hands-on lab session will cover employee set up and payroll tasks, including:

• Review Payroll Settings

• Modify Time Entry Views

• Set up Pay Rate Tables

• Payroll Processes

• Enter Time

• Process Payroll

• Generate Direct Deposit and print checks

• Void Checks

• Useful inquiries and reports 13-08 Payroll Lab (2 of 2) – See 13-07 Prerequisites and/or Advance Preparation: Attendance in session 13-07 Payroll Lab (1 of 2)

Track 14: Sage 300 CRE – Construction Accounting – Sage 300 CRE Contracts & Billing

14-01 Contract-Based Billing: CN, BL Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 Who Should Attend: Anyone who would like to bill progress billing (AIA) or lump sum invoices using the contract module.

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Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Learn the setup and workflow process for producing progress billing and/or lump sum invoices using the contracts module. 14-02 Contract-Based Billing: CN, BL Lab (2 of 2) – See 14-01 Prerequisites and/or Advance Preparation: Attendance in session 14-01 Contract-Based Billing: CN, BL Lab (1 of 2) 14-05 AR Error Correction Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 Who Should Attend: Anyone responsible for maintaining accurate accounts receivable agings and fixing any errors associated with them. Prerequisites and/or Advance Preparation: General knowledge of entering invoices via the billing and accounts receivable modules. Learning Objectives/Description: Learn various ways to fix errors in the accounts receivable process (AR, BL, and CN). 14-06 AR Error Correction Lab (2 of 2) Prerequisites and/or Advance Preparation: Attendance in session 14-05 AR Error Correction Lab (1 of 2); General knowledge of entering invoices via the billing and accounts receivable modules. 14-07 Cost-Based Billing: JC, CN, BL & AR Lab (1 of 4) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 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 and basic setup of a contract and items in the contract application. 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. 14-08 Cost-Based Billing: JC, CN, BL & AR Lab (2 of 4) – See 14-07 Prerequisites and/or Advance Preparation: Attendance in session 14-07 Cost-Based Billing: JC, CN, BL & AR Lab (1 of 4); Attendees should be familiar with structure of Job Costs categories and cost codes and basic setup of a contract and items in the contract application. 14-09 Cost-Based Billing: JC, CN, BL & AR Lab (3 of 4) – See 14-07 Prerequisites and/or Advance Preparation: Attendance in session 14-07 Cost-Based Billing: JC, CN, BL & AR Lab (1 of 4) and 14-08 Cost-Based Billing: JC, CN, BL & AR Lab (2 of 4); Attendees should be familiar with structure of Job Costs categories and cost codes and basic setup of a contract and items in the contract application. 14-10 Cost-Based Billing: JC, CN, BL & AR Lab (4 of 4) – See 14-07 Prerequisites and/or Advance Preparation: Attendance in session 14-07 Cost-Based Billing: JC, CN, BL & AR Lab (1 of 4), 14-08 Cost-Based Billing: JC, CN, BL & AR Lab (2 of 4), and 14-09 Cost-Based Billing: JC, CN, BL & AR Lab (3 of 4); Attendees should be familiar with structure of Job Costs categories and cost codes and basic setup of a contract and items in the contract application. 14-12 Quick Bill Invoicing Lab CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 Who Should Attend: Anyone interested in learning a fast and flexible way to create and print a billing invoice outside of the contract-based and cost-based billing methods. Prerequisites and/or Advance Preparation: Basic knowledge of the Sage 300 CRE Billing module

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Learning Objectives/Description: Learn how to create and print a unit-based, non-unit based and retainage billing invoice using the features of the Quick Bill task, including the use of standard items, rate table items, standard add-ons, percentage items, and manual items. 14-13 AR Error Correction Lab (1 of 2) *REPEAT SESSION* CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 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: Basic knowledge of the Sage 300 CRE Accounts Receivable module 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. 14-14 AR Error Correction Lab (2 of 2) *REPEAT SESSION* – See 14-13 Prerequisites and/or Advance Preparation: Attendance in session 14-13 AR Error Correction Lab (1 of 2); Basic knowledge of the Sage 300 CRE Accounts Receivable module

Track 15: Sage 300 CRE – Project Management – Sage 300 CRE Project Management Basics

15-04 Sage 300 CRE PJ Job Setup Basics Lab CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 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. There will be tips on setting up the change management markups and other defaults. 15-05 Job Financials (Estimate, Commitment, Misc. Worksheets) Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 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 instructions to enter estimated costs, setup Subcontracts and/or Purchase Orders using Enter Commitment and review the Misc. Worksheets functions. 15-06 Job Financials (Estimate, Commitment, Misc. Worksheets) Lab (2 of 2) – See 15-05 Prerequisites and/or Advance Preparation: Attendance in session 15-05 Job Financials (Estimate, Commitment, Misc. Worksheets) Lab (1 of 2) 15-07 PJ Change Management Lab (1 of 2)

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CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 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, basic Sage 300 CRE structure 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, send pending estimate changes to Job Cost, use logs (reports), and edit estimates and markups. You will be able to enter a job’s schedule of values (contract price) in Job Central or Contracts, create a change order, choose the associated change requests, approve the change order, update the job’s schedule of values, edit an approved change order, and use change order reports. You will be able to enter a commitment (purchase order or subcontract), issue commitment change orders, use the Change Request to pull in vendor pricing and create linkages for reporting, and control whether the change modifies existing line items in a commitment, or add new line items. 15-08 PJ Change Management Lab (2 of 2) Prerequisites and/or Advance Preparation: Attendance in session 15-07 PJ Change Management Lab (1 of 2); Attendees of this session should be familiar with construction project management techniques, basic Sage 300 CRE structure and workflow 15-09 PJ Document Tools Lab CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 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, basic Sage 300 CRE structure and workflow. Learning Objectives/Description: This hands-on class will focus on the step-by-step tasks involved in entering & sending Transmittals and managing Requests for Information (RFIs) as well as Submittals and Drawing Log. 15-11 Collaboration/Integration Online Tools - Panel Discussion CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Those wondering about how different on-line systems can and do integrate with Sage 300 CRE. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This discussion will include a selected group of panelists who share differing perspectives as it relates to Sage Construction Project Center, Bluebeam Studio, Submittal Exchange, etc. 15-13 Using MyAssistant for Managing Projects CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Users of Sage 300 CRE who wish to use MyAssistant for Notifications focused on Project Management

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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 Learning Objectives/Description: This class will discuss strategies and tips and tricks for using MyAssistant to help you manage your jobs.

Track 16: Sage 300 CRE – Project Management – Sage 300 CRE Project Management Advanced

16-02 Compliance Management Theories CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 Who Should Attend: Project Managers and Project Assistants who work with subcontractors on projects with documentation requirements such as lien waivers, certified payroll reports and insurance certificates. Prerequisites and/or Advance Preparation: Understanding of subcontractor compliance concepts. Learning Objectives/Description: This class will discuss strategies, tips and tricks for using the Subcontractor Compliance system to effectively manage your subs. Is there a way to be “Proactive” in your “Compliance Management” activities? Yes, and we will show you how. 16-03 Advanced PJ Change Management for Contracts & Billing Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 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. 16-04 Advanced PJ Change Management for Contracts & Billing Lab (2 of 2) – See 16-03 Prerequisites and/or Advance Preparation: Attendance in session 16-03 Advanced PJ Change Management for Contracts & Billing Lab (1 of 2); 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. 16-10 Forecasting: Theories for Change Management for Job Financials CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 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.

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16-11 Advanced PJ Change Management for Job Financials Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 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. 16-12 Advanced PJ Change Management for Job Financials Lab (2 of 2) – See 16-11 Prerequisites and/or Advance Preparation: Attendance in session 16-11 Advanced PJ Change Management for Job Financials Lab (1 of 2); 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. 16-13 Sage 300 CRE Project Life Cycle/Best Practices (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic to Advanced Version: Sage 300 CRE 18.2.2 Who Should Attend: Accountants, Estimators and Project Managers Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In the fast-paced world of construction technology it is easy to get overwhelmed by the solutions/methods available to collect, store, manage and interpret data during the project lifecycle. In this two-part session, we will look at “solutions” for managing a project through its entire lifecycle – from prospect to bid and from construction to close-out to warranty. This is a roundtable type format, so bring your “solutions” to share. 16-14 Sage 300 CRE Project Life Cycle/Best Practices (2 of 2) – See 16-13 Prerequisites and/or Advance Preparation: Attendance in session 16-13 Sage 300 CRE Project Life Cycle/Best Practices (1 of 2)

Track 17: Sage 300 CRE – Property Managers/Developers

17-09 PM Basics and Best Practices CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 Who Should Attend: Operators and Property Managers Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Renewal vs Amend, Archiving, AP Pass-thrus, GL Controls and other features unique to Property Management will be explored in this session 17-10 Financial Statements Lab CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Accountants and Property Managers Prerequisites and/or Advance Preparation: Some experience with the FS Module

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Learning Objectives/Description: In this session, you will learn how to create columnar comparisons, use SF in statements and create variance expressions 17-11 PM Reconciliations and Recoveries CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Operators and Managers Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this session, you will learn about how to use SAGE CRE 300 Recoveries including custom Calculation Methods and use of SF Types within Recoveries 17-12 Weird Stuff We Track in PM CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 Who Should Attend: Operators and Property Managers Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Explore ways to use fields already available in SAGE CRE300 to track Property attributes, special Lease provisions, and other issues unique to Property Managers

Track 18: Sage 300 CRE – Service Contractor

18-01 MyAssistant for SM Lab CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Sage 300 CRE SM Users with Access to MyAssistant Prerequisites and/or Advance Preparation: MyAssistant Knowledge Learning Objectives/Description: Service Management has a unique data base and service companies have unique needs. This class will orient you to the existing my assisant tasks and help you create new tasks as well as trade ideas with other users. We will go through simple tasks such as a new site list, non-billable work orders and work orders under a specific profit percentage. 18-02 SSO Features CPE Credits: 1.5 Knowledge Level: Basic to Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Sage Service Operations Users, Sage 300 CRE Service Management Users, Service Managers, Service Technicians, Payroll Admins, Work Order Billers, parties interested in future purchase of Sage Service Operations Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Sage Service Operations is constantly upgrading. This class will focus on features released in early January (and later). The class will go through the new user interface as well as features and functions. We will continue to update the material until the class date. 18-03 SSO Time Entry & Approval CPE Credits: 1.5 Knowledge Level: Basic to Advanced Version: Sage 300 CRE 18.2.2

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Who Should Attend: Sage 300 CRE SM Users, Payroll Processors, Service Managers/Coordinators, Service Technicians Prerequisites and/or Advance Preparation: Knowledge of payroll processes Learning Objectives/Description: Sage Service Operations has a time approval workflow. We will go through the options (and setup) around time entry, approval and posting to service management and payroll. 18-04 SM Accounting CPE Credits: 1.5 Knowledge Level: Basic to Advanced Version: Sage 300 CRE 18.2.2 Who Should Attend: Sage 300 CRE SM Users, Controllers, Financials Officers Prerequisites and/or Advance Preparation: Accounting process knowledge Learning Objectives/Description: Review and discussion of Accounting interfaces (Setup) in service management so that the accounting staff understands the how and why of entries coming from service management. Topics will include base account and prefix retrieval methods.

Track 19: Sage 300 CRE – In-Depth Vendor Spotlights

19-11 Paperless Office & AP Process: Issues and Solutions Panel (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 Who Should Attend: Anyone looking to reduce that amount of paper that in shuffled within the office, a paperless solution. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This is a two-part session beginning with a panel of TUG users talking about the paperless solution that they use and their processes for A/P. Then there will be short demonstrations (multiple) from some providers that have a solution for just this issue. After the demonstrations, we will have a wrap up and Q & A. 19-12 Paperless Office & AP Process: Issues and Solutions Panel (2 of 2) – See 19-11 Prerequisites and/or Advance Preparation: Attendance in session 19-11 Paperless Office & AP Process: Issues and Solutions Panel (1 of 2)

Track 20: Sage 300 CRE – Reporting, SQL, and ODBC/Microsoft Applications – TS Reporting: ID, RD, & FS

20-01 Intermediate Report Designer Lab (1 of 4) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 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. 20-02 Intermediate Report Designer Lab (2 of 4) – See 20-01

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Prerequisites and/or Advance Preparation: Attendance in sessions 20-01 Intermediate Report Designer Lab (1 of 4); Completion of Basic Report Designer training, working knowledge of basic Report Designs, and basic understanding of Sage 300 CRE table structure 20-03 Intermediate Report Designer Lab (3 of 4) – See 20-01 Prerequisites and/or Advance Preparation: Attendance in sessions 20-01 Intermediate Report Designer Lab (1 of 4) and 20-02 Intermediate Report Designer Lab (2 of 4); Completion of Basic Report Designer training, working knowledge of basic Report Designs, and basic understanding of Sage 300 CRE table structure 20-04 Intermediate Report Designer Lab (4 of 4) – See 20-01 Prerequisites and/or Advance Preparation: Attendance in sessions 20-01 Intermediate Report Designer Lab (1 of 4), 20-02 Intermediate Report Designer Lab (2 of 4), and 20-03 Intermediate Report Designer Lab (3 of 4); Completion of Basic Report Designer training, working knowledge of basic Report Designs, and basic understanding of Sage 300 CRE table structure 20-05 Inquiry Designer Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 Who Should Attend: Users responsible for creating/editing Inquiries Prerequisites and/or Advance Preparation: No previous experience necessary. Note that the Inquiry Designer module is required to create and save changed inquiries. Learning Objectives/Description: This session will start with an overview of what is an “Inquiry”. It will cover the basics of functionality and record relationships. We will 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 will wrap up with a few tips and tricks for inquiries. 20-06 Inquiry Designer Lab (2 of 2) – See 20-05 Prerequisites and/or Advance Preparation: Attendance in session 20-05 Inquiry Designer Lab (1 of 2); No previous experience necessary. Note that the Inquiry Designer module is required to create and save changed inquiries. 20-07 Intermediate Financial Statements Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 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: After completing this class, you will be able to prepare a Cash Flow Statement, columnar Comparative Income Statements using Prefix Groups, and Budget Variance Reports using forecast fields. 20-08 Intermediate Financial Statements Lab (2 of 2) – See 20-07 Prerequisites and/or Advance Preparation: Attendance in session 20-07 Intermediate Financial Statements Lab (1 of 2); Attendees should be able to create a basic income statement in Financial Statement Designer without assistance 20-09 Basic Report Designer Lab (1 of 4) CPE Credits: 1.5 Knowledge Level: Basic to Intermediate Version: Sage 300 CRE 18.2.2 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

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300 CRE database in a usable report format. Users will be introduced to formulas and functions to help present data. 20-10 Basic Report Designer Lab (2 of 4) – See 20-09 Prerequisites and/or Advance Preparation: Attendance in session 20-09 Basic Report Designer Lab (1 of 4); familiarity with running reports is helpful but not necessary. 20-11 Basic Report Designer Lab (3 of 4) – See 20-09 Prerequisites and/or Advance Preparation: Attendance in sessions 20-09 Basic Report Designer Lab (1 of 4) and 20-10 Basic Report Designer Lab (2 of 4); familiarity with running reports is helpful but not necessary. 20-12 Basic Report Designer Lab (4 of 4) – See 20-09 Prerequisites and/or Advance Preparation: Attendance in sessions 20-09 Basic Report Designer Lab (1 of 4), 20-10 Basic Report Designer Lab (2 of 4), and 20-11 Basic Report Designer Lab (3 of 4); familiarity with running reports is helpful but not necessary. 20-13 Basic Financial Statements Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 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. 20-14 Basic Financial Statements Lab (2 of 2) – See 20-13 Prerequisites and/or Advance Preparation: Attendance in session 20-13 Basic Financial Statements Lab (1 of 2); Attendees should understand the accounting principles used in creation of an income statement and balance sheet

Track 21: Sage 300 CRE – Reporting, SQL, and ODBC/Microsoft Applications – MyAssistant

21-01 Intro to MyAssistant (pre-requisite for other MyAssistant classes) Lab CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2, MyAssistant 3.0 Who Should Attend: Anyone interested in learning how MyAssistant works Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This lab session will run users through setting up a TASK in MyAssistant and how they are used with Sage data. 21-04 Using MyAssistant to Verify Daily Processes CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Controllers, CFOs and Owners Prerequisites and/or Advance Preparation: Attendance in session 21-01 Intro to MyAssistant (pre-requisite for other MyAssistant classes) Lab Learning Objectives/Description: Do you ever wonder if your staff is doing what you expect? If they are performing questionable activities? If they are paying people you don't want paid? In this session we will review reports that MyAssistant can produce to keep you up to date on daily activities. We will review reports such as

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Daily Cash Balance, Unposted Transactions, Checks Over $X, Checks to Summary Vendors, as well as some reports that highlight changes. 21-09 Using MyAssistant for Accounting (JC/AP) & Project Management (PJ) Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2, MyAssistant 7.1 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 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. 21-10 Using MyAssistant for Accounting (JC/AP) & Project Management (PJ) Lab (2 of 2) – See 21-10 Prerequisites and/or Advance Preparation: Attendance in session 21-09 Using MyAssistant for Accounting (JC/AP) & Project Management (PJ) Lab (1 of 2); 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 21-11 MyAssistant for Tracking Contracts, Billing & AR Lab CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2, MyAssistant 7.1 Who Should Attend: Those who have attended Into and want to learn more about MyAssistant for Tracking Contracts, Billing & AR in a Lab Prerequisites and/or Advance Preparation: Intro to MyAssistant (pre-requisite for other MyAssistant classes) Lab Learning Objectives/Description: Dive deeper into AR, Billings and Contract TASKS 21-12 New Features & Auto Filing Documents CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2, MyAssistant 2.0 Who Should Attend: Anyone interested in MyAssistant's new features and how to auto fill emails with data from Sage. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In this session you will get overview of new features. Intended to inspire

Track 22: Sage 300 CRE – Reporting, SQL, and ODBC/Microsoft Applications – Office Connector

22-01 Using OC Starter Reports & Intro to OC Query Lab CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 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.

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22-05 OC GL Entries/Budgets Import Lab CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Users familiar with the General Ledger and Budgeting Process Prerequisites and/or Advance Preparation: Office Connector Basic Knowledge Learning Objectives/Description: This hands-on lab session will focus on the issues involved in managing general ledger entries and budgets by utilizing the tools provided by Office Connector. 22-07 OC Write & Import Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 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. 22-08 OC Write & Import Lab (2 of 2) – See 22-07 Prerequisites and/or Advance Preparation: Attendance in session 22-07 OC Write Import Lab (1 of 2); Attendees of this session should be familiar with basic Sage 300 CRE structure and workflow 22-09 OC Managing Commitments Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 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 Learning Objectives/Description: This hands-on class will walk through the steps needed to build Commitment Management dashboard using Sage 300 CRE Office Connector. 22-10 OC Managing Commitments Lab (2 of 2) – See 22-09 Prerequisites and/or Advance Preparation: Attendance in session 22-09 OC Managing Commitments Lab (1 of 2); Attendees of this session should be familiar with using Sage 300 CRE Office Connector and Commitment Management 22-11 Intermediate/Advanced OC Concepts (1 of 2) CPE Credits: 1.5 Knowledge Level: Advanced Version: Sage 300 CRE 18.2.2, Office Connector 2 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, and simple VBA Programming. 22-12 Intermediate/Advanced OC Concepts (2 of 2) – See 22-11

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Prerequisites and/or Advance Preparation: Attendance in session 22-11 Intermediate/Advanced OC Concepts (1 of 2); Attendees should already know how to create Office Connector Wizard driven Queries and Formulas. 22-13 OC Financial Functions Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2, Office Connector 2 Who Should Attend: Sage 300 CRE users who want to develop MS Excel-Based GL Financial Reports using Office Connector Financials, an Add-on to Sage Office Connector Query Prerequisites and/or Advance Preparation: Attendees should have some familiarity with MS Excel, Office Connector and Sage 300 CRE General Ledger Learning Objectives/Description: To learn how to use Office Connector Financial Functions to create powerful, interactive Financial Statements. 22-14 OC Financial Functions Lab (2 of 2) – See 22-13 Prerequisites and/or Advance Preparation: Attendance in session 22-13 OC Financial Functions Lab (1 of 2); Attendees should have some familiarity with MS Excel, Office Connector and Sage 300 CRE General Ledger

Track 23: Sage 300 CRE – Reporting, SQL, and ODBC/Microsoft Applications – Crystal Reports

23-01 Basic Crystal Lab (1 of 4) CPE Credits: 1.5 Knowledge Level: Basic Version: Crystal Reports 2013, Sage 300 CRE 18.2.2 Who Should Attend: Anyone interested in learning how to retrieve and present their data in meaningful, action-oriented ways. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: During this hands-on class you will be amazed at how easy it is to begin creating reports that present your data in meaningful ways. Throughout this day long course, you will gain a basic knowledge of building reports from scratch. This will include selecting the tables needed, the placement and formatting of fields on the report. In addition, you will learn how to filter your report so that it only shows that data that makes sense. last you will learn how to group your data into eye pleasing sections including sub and grand totals. Before the day is done, you'll even get an introduction to writing formulas and placing your finished reports on the Sage 300 reports menu. 23-02 Basic Crystal Lab (2 of 4) – See 23-01 Prerequisites and/or Advance Preparation: Attendance in session 23-01 Basic Crystal Lab (1 of 4) 23-03 Basic Crystal Lab (3 of 4) – See 23-01 Prerequisites and/or Advance Preparation: Attendance in sessions 23-01 Basic Crystal Lab (1 of 4) and 23-02 Basic Crystal Lab (2 of 4) 23-04 Basic Crystal Lab (4 of 4) – See 23-01 Prerequisites and/or Advance Preparation: Attendance in sessions 23-01 Basic Crystal Lab (1 of 4), 23-02 Basic Crystal Lab (2 of 4), and 23-03 Basic Crystal Lab (3 of 4) 23-05 Intermediate Crystal Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Version: Crystal Reports 2013, Sage 300 CRE 18.2.2 Who Should Attend: You've mastered the basics of Crystal Reports and now you want to go further. This class is perfect for you. Prerequisites and/or Advance Preparation: A basic level of Crystal Reports Learning Objectives/Description: In this fast paced 1/2 day course we will build on the skills you've previously mastered. We will delve into formulas in more detail unlocking the full potential of Crystal Reports. Beyond

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formulas we are going to cover table linking in a bit more detail and finish off with an introduction to Subreports. Subreports are a key feature that elevates Crystal Reports above most other reporting tools. Leaving this course, you should feel empowered to master the presentation of your data like never before. 23-06 Intermediate Crystal Lab (2 of 2) – See 23-05 Prerequisites and/or Advance Preparation: Attendance in session 23-05 Intermediate Crystal Lab (1 of 2); A basic level of Crystal Reports 23-07 Functions and Formulas for Crystal Reports Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Crystal Reports, Sage 300 CRE 18.2.2 Who Should Attend: You've been introduced to formulas and worked with them for a while, now you are ready to go to the next level. This course is for you. Prerequisites and/or Advance Preparation: Basic knowledge of Crystal Reports and previous experience with formulas. Learning Objectives/Description: During this course we will delve into the most commonly used functions used in Sage 300 reports. These functions when used properly in formulas can make building reports easier, faster and more powerful. The result is you building better reports with less effort. 23-08 Functions and Formulas for Crystal Reports Lab (2 of 2) – See 23-07 Prerequisites and/or Advance Preparation: Attendance in session 23-07 Functions and Formulas for Crystal Reports Lab (1 of 2); Basic knowledge of Crystal Reports and previous experience with formulas. 23-09 Demystifying Variables (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Crystal Reports 2013, Sage 300 CRE 18.2.2 Who Should Attend: Anyone who has mastered basic formulas within Crystal Reports and is now ready to push the envelope by learning how to effectively build and deploy variables. Prerequisites and/or Advance Preparation: You've written formulas in Crystal before and now you want to unlock the power of variables. This course is for you. Learning Objectives/Description: So, you think you’re pretty good with Crystal Reports but there’s that one thing you haven’t leaned yet, Variables. By the end of this lecture course you will understand variables and be ready to start using them in your own reports. This lecture course is meant to take the mystery out of variables. When to use them and how to use them. You’ll walk out this class with a million ideas on how to make your reports more efficient and downright better. 23-10 Demystifying Variables (2 of 2) – See 23-09 Prerequisites and/or Advance Preparation: Attendance in session 23-09 Demystifying Variables (1 of 2); You've written formulas in Crystal before and now you want to unlock the power of variables. This course is for you. 23-11 Intro to SQL Queries Including How to Use Them Within Excel & Crystal Reports Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 Who Should Attend: Anyone who wants to learn new ways to get data out of Sage Prerequisites and/or Advance Preparation: Basic understanding of Crystal Reports or Microsoft Excel Learning Objectives/Description: Have you ever wanted to take the power of Crystal Reports or Excel to the next level? This beginner course will teach you how to write basic SQL queries that can be used with both. In this two-session course, you will learn how to structure a SQL query and a handful of SQL functions. Through hands-on activities, you will create simple yet powerful queries and learn how to use them in Crystal and Excel to see and retrieve your data in ways you have never been able to before. 23-12 Intro to SQL Queries Including How to Use Them Within Excel & Crystal Reports Lab (2 of 2) – See 23-11 Prerequisites and/or Advance Preparation: Attendance in session 23-11 Intro to SQL Queries Including How to Use Them Within Excel & Crystal Reports Lab (1 of 2); Basic understanding of Crystal Reports or Microsoft Excel

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23-13 Subreports: Why and When (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Crystal Reports 2013, Sage 300 CRE 18.2.2 Who Should Attend: You've mastered the basics of Crystal Reports and ready to unlock the power of Subreports. Prerequisites and/or Advance Preparation: Basic working knowledge of Crystal Reports including formulas Learning Objectives/Description: In this lecture-based course, the instructor will introduce you to Subreports, when to use them, how to use them. Throughout this lecture you will be shown several different scenarios where the use of subreports are necessary. You'll also learn how to build on-demand drill down subreports that will impress your coworkers and dramatically elevate your Crystal skills. Come for this quick paced lecture that will leave you amazed on what can be done with the simple use of subreports. 23-14 Subreports: Why and When (2 of 2) – See 23-13 Prerequisites and/or Advance Preparation: Attendance in session 23-13 Subreports: Why and When (1 of 2); Basic working knowledge of Crystal Reports including formulas

Track 24: Sage 300 CRE – Reporting, SQL, and ODBC/Microsoft Applications – Open Database Connectivity (ODBC) & Microsoft Access

24-01 Basic ODBC with Excel and Access Lab (1 of 4) CPE Credits: 1.5 Knowledge Level: Basic Version: Sage 300 CRE 18.2.2 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. 24-02 Basic ODBC with Excel and Access Lab (2 of 4) – See 24-01 Prerequisites and/or Advance Preparation: Attendance in session 24-01 Basic ODBC with Excel and Access Lab (1 of 4); 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. 24-03 Basic ODBC with Excel and Access Lab (3 of 4) – See 24-01 Prerequisites and/or Advance Preparation: Attendance in sessions 24-01 Basic ODBC with Excel and Access Lab (1 of 4) and 24-02 Basic ODBC with Excel and Access Lab (2 of 4); 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. 24-04 Basic ODBC with Excel and Access Lab (4 of 4) – See 24-01 Prerequisites and/or Advance Preparation: Attendance in sessions 24-01 Basic ODBC with Excel and Access Lab (1 of 4), 24-02 Basic ODBC with Excel and Access Lab (2 of 4), and 24-03 Basic ODBC with Excel and Access Lab (3 of 4); 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. 24-05 Intermediate ODBC with Excel and Access Lab (1 of 4) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2

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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. 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. 24-06 Intermediate ODBC with Excel and Access Lab (2 of 4) – See 24-05 Prerequisites and/or Advance Preparation: Attendance in session 24-05 Intermediate ODBC with Excel and Access Lab (1 of 4); 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. 24-07 Intermediate ODBC with Excel and Access Lab (3 of 4) – See 24-05 Prerequisites and/or Advance Preparation: Attendance in sessions 24-05 Intermediate ODBC with Excel and Access Lab (1 of 4) and 24-06 Intermediate ODBC with Excel and Access Lab (2 of 4); 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. 24-08 Intermediate ODBC with Excel and Access Lab (4 of 4) – See 24-05 Prerequisites and/or Advance Preparation: Attendance in sessions 24-05 Intermediate ODBC with Excel and Access Lab (1 of 4), 24-06 Intermediate ODBC with Excel and Access Lab (2 of 4), and 24-07 Intermediate ODBC with Excel and Access Lab (3 of 4); 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. 24-09 Updating Sage 300 CRE Using Access Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Users with a technical leaning who are looking for better methods to update or create Sage 300 CRE data quickly without using Sage entry screens. Prerequisites and/or Advance Preparation: Sage 300 CRE experience is a must Learning Objectives/Description: Learn how to create live "links" between Access and Sage 300 CRE and use them to create and update Sage 300 CRE records and fields quickly and efficiently through a variety of methods such as manual entry, copy/paste, formulas, and update and append queries. 24-10 Updating Sage 300 CRE Using Access Lab (2 of 2) – See 24-09 Prerequisites and/or Advance Preparation: Attendance in session 24-09 Updating Sage 300 CRE Using Access Lab (1 of 2); Sage 300 CRE experience is a must 24-11 Advanced Excel Tips & Tricks Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 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. 24-12 Advanced Excel Tips & Tricks Lab (2 of 2) – See 24-11

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Prerequisites and/or Advance Preparation: Attendance in session 24-11 Advanced Excel Tips & Tricks Lab (1 of 2); 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. 24-13 WIP & Forecasting with ODBC Lab (1 of 2) CPE Credits: 1.5 Knowledge Level: Intermediate Version: Sage 300 CRE 18.2.2 Who Should Attend: Accounting personnel using Sage 300 CRE to create Work In Progress (WIP) Reports to compare current results to forecasts and reconcile job cost totals to general ledger. Prerequisites and/or Advance Preparation: Attendees of this session should be familiar with using ODBC 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 ODBC to support your WIP process. 24-14 WIP & Forecasting with ODBC Lab (2 of 2) – See 24-13 Prerequisites and/or Advance Preparation: Attendance in session 24-13 WIP & Forecasting with ODBC Lab (1 of 2); Attendees of this session should be familiar with using ODBC and familiar with WIP reporting.

Track 25: Sage Sessions – Presented by Sage

25-01 Sage Mobile Reports and Dashboards CPE Credits: 1.5 Knowledge Level: Intermediate Version: 18.2 and higher Who Should Attend: Decision makers, Accounting Managers, Report designers/specialists Prerequisites and/or Advance Preparation: Recommend participants also attend the Sage-hosted SQL Replicator session. Learning Objectives/Description: Visibility into your project and financial information is key to the success of your business. With Mobile Intelligence, you have access to this data anytime, anywhere from a web browser. Join us in this Sage-hosted session as we examine Mobile Reports and Mobile Dashboards. Find out how to manage the reports and dashboards for your company, how to access the information, and even learn how to customize your own dashboards. 25-02 Sage SQL Replicator CPE Credits: 1.5 Knowledge Level: Intermediate Version: 18.2 and higher Who Should Attend: System administrators, IT personnel Prerequisites and/or Advance Preparation: Customers may also want to check out the Sage Mobile Intelligence session. Learning Objectives/Description: There are several advantages with using a SQL data platform, including faster Crystal reports and data access through Mobile Intelligence. Join us in this Sage-hosted session as we examine the benefits, how Sage SQL Replicator copies your Pervasive data into SQL, and what exciting new enhancements are in store for this tool. You don’t want to miss this session if reporting is a critical need for your business! 25-03 Sage Construction Project Center: Project Efficiency, Collaboration and Protection for Sage 100 Contractor and Sage 300 CRE CPE Credits: 1.5 Knowledge Level: All Version: 18.2 and higher Who Should Attend: Project managers, field personnel, accounting team

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Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This session will provide an overview of the Sage Construction Project Center (SCPC) product as well as touch on the ways it increases efficiency and team collaboration while storing all the information for easy reference in the future. We will cover:

1) Efficiency: Field to Accounting Cost Management Communications 2) Collaboration: Incorporating workflows so the Field and Accounting are on the same page 3) Protection: Review how items are stored recorded and stored within SCPC for future fact finding 4) Integrations: Touch on the specific integrations between SCPC and Sage 100 Contractor and Sage 300 CRE

25-04 Sage Estimating Roadmap – See 07-04 25-05 Automate AP Invoice Routing and Approval - Part 1: AP Flow Basic Configuration CPE Credits: 1.5 Knowledge Level: All Version: 17.1 and higher Who Should Attend: Accounts payable managers, AP data entry specialists Prerequisites and/or Advance Preparation: It is recommended that participants attend both Sage Paperless Construction APFlow Basic sessions, part 1 and part 2. Learning Objectives/Description: Learn how to configure the Sage APFlow Basic product to automate your AP invoice routing and approval process. This is a great start for companies looking to streamline a notoriously tedious and time-consuming process in addition to taking another step toward a paperless office! Included in the Sage Paperless Construction product suite, AP Flow Basic is a core set of functionality focused on AP documents and invoices. Starting this year (2019), this functionality is available to Sage 300 CRE Accounts Payable users as part of their AP licensing. This is part 1 of a 2-part session series, focused on how to configure AP Flow Basic for your company and users. Join us! 25-06 Automate AP Invoice Routing and Approval - Part 2: AP Flow Basic Workflows CPE Credits: 1.5 Knowledge Level: All Version: 17.1 and higher Who Should Attend: Accounts payable managers, AP data entry specialists Prerequisites and/or Advance Preparation: It is recommended that participants attend both Sage Paperless Construction APFlow Basic sessions, part 1 and part 2. Learning Objectives/Description: Learn how to use the Sage APFlow Basic product to automate your AP invoice routing and approval process. This is a great start for companies looking to streamline a notoriously tedious and time-consuming process in addition to taking another step toward a paperless office! Included in the Sage Paperless Construction product suite, AP Flow Basic is a core set of functionality focused on AP documents and invoices. Starting this year (2019), this functionality is available to Sage 300 CRE Accounts Payable users as part of their AP licensing. This is part 2 of a 2-part session series, focused on how to use AP Flow Basic. Join us! 25-07 Sage Field Operations for Sage 100 Contractor CPE Credits: 1.5 Knowledge Level: All Version: 18.2 and higher Who Should Attend: Project managers, operations managers, field personnel Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Sage provides field operations in the cloud to support the mobile requirements of field-based functions such as time entry, field reports and other documents, custom form entry, and scheduling. If your company is ready to start taking advantage of cloud-based functionality, join us to learn how to extend Sage 100 Contractor to your project field teams.

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25-08 Fully Automate your Paper Processes with Sage Paperless Construction CPE Credits: 1.5 Knowledge Level: All Version: 17.1 and higher Who Should Attend: Accounting Team, Accounts Payable Managers, AP Invoice Approvers, Operations Managers Prerequisites and/or Advance Preparation: It is recommended that participants also attend the Sage Paperless Construction APFlow Basic sessions (part 1 & 2); however, this is not required. Learning Objectives/Description: From capturing and reading invoices with OCR through routing, approval and tracking learn how your AP invoice process can be elevated to a whole new level with APFlow & Flexicapture OCR. But why stop at AP when your entire company can go paperless? With Sage Paperless Construction you can capture, store, set security, audit, route and track and document with full integration into Sage 100 Construction or Sage 300 CRE at every point. Check us out to learn how Sage Paperless Construction can fully automate your entire paper process! 25-12 Sage Field Operations for Sage 300 Construction and Real Estate CPE Credits: 1.5 Knowledge Level: All Version: 18.2 and higher Who Should Attend: Project Managers, Field Personnel, Operations Managers Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Sage provides field operations in the cloud to support the mobile requirements of field-based functions such as time entry, field reports and other documents, custom form entry, and scheduling. If your company is ready to start taking advantage of cloud-based functionality, join us to learn how to extend Sage 300 Construction and Real Estate to your project field teams. 25-13 Liberty Reports for Sage 100 Contractor CPE Credits: 1.5 Knowledge Level: All Who Should Attend: Customers that review, consume or design Sage 100 Contractor reports Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Liberty Reports allows you to seamlessly utilize Microsoft Excel in concert with Sage 100 Contractor data in order to easily accomplish sophisticated data analysis and reporting. In this session, we’ll look at using Liberty Reports with Sage 100 Contractor for financial reporting, job cost reporting, forecasting, and cash flow, as well as other reporting options and types of analysis. 25-14 Take a Look at a new Buyout Solution for Sage Estimating CPE Credits: 1.5 Knowledge Level: All Who Should Attend: Estimators using Sage Estimating SQL, which integrates with both Sage 100 Contractor and Sage 300 CRE Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Join us for this session to explore the next generation Buyout solution for Sage Estimating that will work with Sage 100 Contractor or Sage 300 Construction and Real Estate. This new modern version of Buyout is designed to work with the SQL edition of Sage Estimating, paving the way for your adoption of the latest version of Sage Estimating SQL. Not only is this an opportunity to get an early look at the solution, but you can also share feedback about product requirements.

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Track 26: Sage & Third-Party Applications – Vendor Sponsored Sessions

26-02 Knock Out Inaccurate Job Costs with WorkMax TIME's Power Features - Presented by AboutTime Technologies Knowledge Level: All Who Should Attend: Sage 50, Sage 100 ERP, Sage 100 Construction, and Sage 300 CRE Users looking to automate time tracking, paper forms, and asset tracking. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Tired of inaccurate job costs and completed work statuses that are also out-of-date? Would you rather make decisions based on what’s happening right now based off of accurate job costs and completed work? If so, you need to check out WorkMax TIME’s Power Features that pack a punch to knock down your competition and win you more bids. In this session, you will learn how WorkMax TIME’s Power Features boost job cost accuracy and keep you up-to-date on job progress with:

• True facial recognition with the most accurate match percentage

• Multiple workflows for time entry and allocation with options for employees and/or supervisors to enter or allocate time

• Permission Profiles to get the right data to the right people at the right time

• Production Unit Tracking to know what’s completed on the job in real time 26-03 hh2 Human Resources – HR for Construction – Presented by hh2 Cloud Services Knowledge Level: Any Who Should Attend: Sage 300 Construction & Real Estate (CRE) users who are looking to streamline their HR processes. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Learn how hh2 Human Resources automates the most common, time consuming HR related tasks that a construction company is faced with on a day-to-day basis. See how our Employee Records ensures that all of your employee-related data is stored in one place. Watch as we demonstrate My Records, a self-service portal where employees can submit change of address, download pay stubs, view selected employee and company documents and update training and certifications. Document Library keeps employee and company documents stored securely and grants selected access to HR staff, supervisors or the employee. Learn how you can automate the majority of your HR processes with hh2 Human Resources. 26-04 Executing an Effective Report Writing Strategy - Presented by Event 1 Software Knowledge Level: Beginner, Intermediate, Advanced Who Should Attend: Controllers, Executives, Consultants, IT Prerequisites and/or Advance Preparation: Applicable to Crystal, Report Designer, Inquiry Designer, Office Connector or Liberty Reports. Familiarity with report creation or desire to improve on the planning, creation, testing, and maintenance of Reports. Learning Objectives/Description: Learn the three stages of effective report creation - Discovery and Planning, Design and Testing, Delivery and Maintenance. 26-05 hh2 Remote Payroll - The Complete Time Entry System - Presented by hh2 Cloud Services Knowledge Level: Any Who Should Attend: Sage 100 Contractor and Sage 300 Construction & Real Estate (CRE) users who are interested in expediting their time entry and payroll processes. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Learn how hh2 Remote Payroll will simplify your payroll processes by reducing days worth of work to just a few hours. In this class, we will provide an overview of our cloud-based time entry solution for construction. It supports both employee labor and equipment time. Tightly integrated with Sage 300 Construction & Real Estate (CRE) and with Sage 100 Contractor, it eliminates the need to transcribe paper

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timesheets or perform double entry. It allows a high degree of customization with many configuration options, time entry methods, configurable approval paths, custom permissions and reporting options. 26-06 hh2 Document Flow - AP Routing & Approval & Credit Card Transaction Coding & Approval from the Cloud - Presented by hh2 Cloud Services Knowledge Level: Any Who Should Attend: Sage 100 Contractor and Sage 300 Construction & Real Estate (CRE) users looking to streamline their AP processes with the power of the cloud, brought to you by hh2 Cloud Services. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: hh2 Document Flow brings you an AP routing and approval solution that was created and delivered all from the cloud. Learn how you can use hh2 Document Flow to capture, route, code and approve invoices, credit card transactions and reimbursements, all in the cloud. We have interfaces for desktops and laptops and mobile apps for smartphones and tablets. We support a variety of customization and configuration options, along with an advanced proprietary workflow engine to route all of your documents to the people that need to code and approve them. 26-07 TimberScan Classroom Training - Presented by Core Associates Knowledge Level: All Levels Who Should Attend: TimberScan Customers / Sage 300 CRE Users Prerequisites and/or Advance Preparation: None Learning Objectives/Description: With one of our top experts in the house, you won't want to miss this training session. Rich Camp, the professor, will be teaching users the ins and outs of TimberScan. He will feature easy ways to move around the system, highlighting features such as email monitoring and reporting. After attending this session, you will be able to start utilizing more of the product so many Sage 300 CRE users rely on to remain paper and hassle free. 26-08 Microsoft 2008 End of Life Implications for Sage 100C /Sage 300CRE – Presented by Aktion Cloud & Managed Services Knowledge Level: Basic Who Should Attend: Company executives/IT managers interested in understanding the benefits of Cloud, Managed Services and next generation technologies developed specifically for the Construction industry. Prerequisites and/or Advance Preparation: None Learning Objectives/Description: In January 2020, Microsoft will no longer support Windows Server 2008 and Windows 7. Avoid disruption and security vulnerabilities by creating an IT strategy well ahead of the deadline. 26-09 Aktion Cloud Estimating (for Sage Estimating and eTakeoff) – Presented by Aktion Cloud & Managed Services Knowledge Level: Basic Who Should Attend: Estimators & Company Executives /Managers Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Explore the opportunity to gain access to Sage Estimating with a hosting environment designed for an Estimating team that isn't in your office. Centralize Your Estimating Team with the Power of the Cloud With Aktion Cloud Estimating. 26-10 Eliminating Data Entry for Payroll, Expense Reporting, Credit Card Reconciliation -- and More! - Presented by Core Associates Knowledge Level: Basic Who Should Attend: AP/Accounting/Finance Professionals 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

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CCS to consider how this revolutionary product can help your business with solutions for Purchase Order/Inventory, Payroll, Expense Management, Credit Card Reconciliation, and more!

Track 27: Sage & Third-Party Applications – Vendor Sponsored Sessions

27-02 Stop Using Excel to Manage WIP, Job Cost and Revenue Forecasting. Leverage Anterra’s Operational Tools to Streamline Processes for Sage 300 - Presented by Anterra Technology Who Should Attend: CFO’s, Controllers, Accountants, Construction Executives, Project Managers Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Forecasting and WIP best practices. Cost Forecasting and WIP are 2 of the most important aspects of the construction process but are difficult to accomplish due to the level of coordination required between finance and operational teams. Anterra will demonstrate easy to use web-based Job Forecasting that allows PM's to enter Forecast at Complete or Forecast to Complete and immediately see the impact on the job's profitability. The PMs forecasts feed into our WIP management solution that eliminates monthly spreadsheet version control by putting your WIP process into a transaction based report. Anterra’s WIP Management allows job level adjustments to immediately see the impact on the job’s earned revenue and company’s gross margin. Our reporting 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. 27-03 TimberScan, A New Connected Experience You've Got to See - Presented by Core Associates Knowledge Level: Basic Who Should Attend: AP/Accounting/Finance professionals; Sage 300 Construction and Real Estate Users; Sage 100 Contractor Users Prerequisites and/or Advance Preparation: None Learning Objectives/Description: TimberScan, by Core Associates, has been leading the way in AP approval processing and content management for the past ten years. Now, the mobile application and connected, cloud-based solutions markets feature our products, too! Attend this session to learn about TimberScan, TimberScan Go (the mobile app for TimberScan), acquire automation, and connected cloud solutions. 27-06 Top Tips for Tackling Payroll Challenges in Sage 300 CRE – Presented by ADP, LLC Knowledge Level: Basic/General payroll knowledge Who Should Attend: End user to CHRO Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Leveraging ADP and IDI to help alleviate some of the back office and compliance burden of managing and in-house payroll process 27-07 Build Your Own Dashboards and Reports Spanning Operations and Finance for Sage 300 - Presented by Anterra Technology Who Should Attend: CFO’s, Controllers, Accountants, Construction Executives, Project Managers Prerequisites and/or Advance Preparation: None Learning Objectives/Description: Self-service reporting, Procore Reporting, Ad hoc reporting, and best practices. Tired of fire drills? Turn your company from being reactive to proactive with reporting that alerts you in time to take action on jobs going off plan.

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This session will review how you can build dashboards & reports for GL, Job Cost, Procore, and Service Management for Sage 300. You don’t have to be a technical expert to build your own operational and financial reports that will turn all the report preparation time you spend now into analyzing results and taking action. Learn how to:

• Quickly determine which jobs, customers, and project managers make or lose the company the most money.

• Empower your decision making with Ad Hoc BI to quickly answer questions and provide the analysis you need to more efficiently run your business

• Leverage Best Practices: During the session we will review best practices for data quality, report content, and report design.

Come see the best reporting technology available for construction companies today. 27-08 Procore Sage Integrations- Technical Product Manager, Accounting Integrations at Procore Knowledge Level: Basic Who Should Attend: Sage 100 Contractor, Sage 300 CRE Prerequisites and/or Advance Preparation: None Learning Objectives/Description: This session will focus on the integrations offered by Procore for Sage 300 CRE and Sage 100 Contractor. Presenters will provide an overview of each integration's current capabilities and planned enhancements for syncing critical financial information between solutions. Learn how these integrations increase the efficiency of both the construction operations and back office teams by eliminating double entry, reducing errors, and enhancing collaboration between all project stakeholders. 27-09 Best Practices on How to Slice, Dice and Integrate Your Data (featuring Informer by Entrinsik) – 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 CRE and Sage 100 Contractor such as different dashboards geared towards Management, Operations, 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. If you have a scheduling conflict, please come visit the Entrinsik booth (#14) for a demonstration.

General Sessions

Tuesday, May 14 | 8:00am – 8:50am General Session: Sage Keynote, “Customer Choice” – Presented by Dustin Anderson Wednesday, May 15 | 8:00am – 8:50am General Session: "It's Plain Simple Sense and It Works: Less is More Success!" Simple Sense Because Common Sense Ain’t so Common Any More – Presented by Will Roberts CPE Credits: 1.0 General Session Description: Will Roberts pairs folksy humor and trick roping artistry with Simple Sense tools that skyrocketed him to success in Cirque du Soleil. By applying Less is More Success™ principles, audiences learn that focusing on less at one time, a challenge in a socially networked world, increases productivity and work success.

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Too often the common approach to technology does not maximize potential. As a social media consultant, Will applies Simple Sense to generate amazing results. Learn tools to reduce clutter, change perspectives, create innovation, and effect immediate change. Thursday, May 16 | 8:00am – 8:50am General Session: TUG Annual Meeting & Prize Drawings

Featured Vendor Lunch Sessions

Wednesday, May 15 | 1:00pm – 1:30pm Increase Your Productivity with AvidXchange, an Invoice-to-Pay Solution Integrated with Sage Session Leader: Neal Huey and Michele Retzbach Knowledge Level: Basic Who Should Attend: AP/Accounting/Finance professionals; Sage 300 Construction and Real Estate Users; Sage 100 Contractor Users Prerequisites and/or Advance Preparation: None Learning Objectives/Description: AvidXchange is a leading financial technology provider of accounts payable and payment automation solutions. Join our session to learn how you can cut the paper in your AP process and the associated costs. You’ll learn how B2B payment trends will affect the construction industry and what to be ready for, as well as ways to increase your productivity while maintaining control of your cash flow. We will take a look inside the full invoice-to-pay solution that integrates with your Sage software. Additionally, get the scoop on our new partnership with Core Associates and learn how Create-A-Check and AvidXchange Pay now connect with TimberScan.