Sage Summit 2014 Session LIsting Catalog

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Grow from here Session catalog You got into business to do what you love. And like every other business leader today, you face challenges to your growth, your market standing, and your success. Sage Summit 2014 isn’t your typical technology gathering, and it’s much, much more than the product training conference of years past. Sage Summit has been completely reimagined in 2014 to focus on topics that affect every small and midsized business today. But don’t worry! We may be giving you much more than you received from Sage Summit in the past, but the Sage product sessions you’ve come to rely on will still be here in force.
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Sage Summit 2014 is in Las Vegas July 28-31, 2014 at the Mandalay Bay Hotel.

Transcript of Sage Summit 2014 Session LIsting Catalog

Page 1: Sage Summit 2014 Session LIsting Catalog

Growfrom here

Session catalogYou got into business to do what you love. And like every other business leader today, you face challenges to your growth, your market standing, and your success.

Sage Summit 2014 isn’t your typical technology gathering, and it’s much, much more than the product training conference of years past. Sage Summit has been completely reimagined in 2014 to focus on topics that affect every small and midsized business today.

But don’t worry! We may be giving you much more than you received from Sage Summit in the past, but the Sage product sessions you’ve come to rely on will still be here in force.

Page 2: Sage Summit 2014 Session LIsting Catalog

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Accountants only session Business partner only session

Whatever your preferred learning style, you’ll get the education you seek at Sage Summit 2014. From keynote speeches to engaging conversations with industry experts to hands-on device labs, you’ll find every space is a learning space on the conference floor.

Following is a list of the sessions* we’re presenting at Sage Summit 2014. Sessions range from a high-level thought leadership series to in-depth trainings for specific products to help your business grow and thrive and everything in between.

New! Business thought leadership conversations 3

Success strategies and Sage product solutions by tracks 5

Business performance in the Digital Age 5

Managing risk and data security 12

Navigating the regulatory landscape 13

Strengthening sales, marketing, and customer relationships 14

Maximizing your workforce and benefits 17

Industry best practices 18

*Subject to change

We will post the full list of sessions and their abstracts to SageSummit.com in May. You’ll be able to access all the session details at that time, but we wanted to provide you with a taste of the valuable information you’ll have access to this July right now.

Online session catalog

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More session information will be posted as it becomes available; sessions are subject to change. Table of contents 3

Presented by leading authorities in their fields, our thought leadership series is designed to help you conquer the challenges you face every day in running your business.

Session leaders include well-known authors, newspaper columnists, and more, including Bruce Croxon, Gene Marks, Barry Moltz, Laurie McCabe, Michael Michalowicz, Rieva Lesonsky, Jonah Berger, Shama Kabani, Susan Solovic, and many more.

30 marketing tips in 30 minutes

Attracting the Millenials: Marketing messages that connect

Bartenders’ guide to the cloud

Better is not better: Different is better

Bootstrappers’ guide to social media marketing

Break through the competition clutter

Cash flow: The latest ideas to better manage your cash flow

Crafting contagious ideas

Cues, clues, and tattoos . . . What to do when Millennials run the world

Digital selling: How to consistently attract and retain more customers in a noisy world

Educating employees on the new Affordable Healthcare Act

How to avoid being a “lean start-up”

How to be a social media ninja

How to keep your customers

How valuable is your company? Why it’s not as much as you think and ten things to do about it

How would you like to pay for that? Don’t fear the answer. Let customers pay on their terms!

If I can sell Barbie’s Dreamhouse . . . How to inspire, influence, and achieve sales greatness

If I made a profit, where’s my cash?

New! Business thought leadership conversations

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More session information will be posted as it becomes available; sessions are subject to change. Table of contents 4

Innovate or perish

Let your customers pay on their terms, any type, anywhere: The proliferation of payment forms and methods

Living in the cloud

Millenial loyalty? How to get it, how to keep it

Mr. Spock and Homer Simpson: The two sides of human economic behavior

No rest for the weary

Positively outrageous service

Replacing the annual performance appraisal ritual

The biggest tax mistakes small businesses makes

The cloud, the cloud: Simple truths for small biz

The venture capital checklist: How to get what you’re after

Top tips for boosting online presence: Google products from fee to paid

Vision and values in a growing company

What great brands know: Unleash your right-brain genius

What’s hot: The latest small business trends and ideas

You need to be a little crazy to start and run your own business

Forbes special feature: Human truths that balance data-driven decisions

Forbes special feature: The hard edge of business: Advantages that are easy to quantify

INC. special feature: Affordable Care Act snapshot: Where are we now?

INC. special feature: Building a bulletproof financial plan

New! Business thought leadership conversations

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More session information will be posted as it becomes available; sessions are subject to change. Table of contents 5

Success strategies and Sage product solutions by tracks

Accountants only session Business partner only session

This is where you’ll find all the Sage product-specific learnings you’ve come to expect, along with strategic sessions designed to help all small and midsized businesses succeed in their fields. And wait ’til you hear about our media-sponsored events and big-name keynote speakers!

Business performance in the digital ageToday’s businesses have been untethered from the office setting. In this track you’ll learn the importance of making better, data-driven decisions for your business in any location using any device. Industry experts teach you to work smarter, grow revenues, and reduce costs. Plus, learn how to optimize the value of your Sage solutions by gaining greater visibility into your organizational performance.

Success strategies:

A day in the life (before and after)

Achieving success in a mobile world—anytime, anywhere access to manage your business

Become a Sage Inventory Advisor advocate

Best practices for getting paid quickly

Big Data for local business

Budgeting and forecasting with Sage Intelligence

Building a business case for technology

Change management for ERP implementation

Cloud and mobility trends

Cloud ERP vs. on-premises ERP

Competing in a global economy: Playing in the big league

Creating BYOD policies

Creating the future of business

Discover ERP solutions for the future—a customer perspective

Ensuring a successful software implementation

Grow your business with better decision making

Growing with Sage: Meet the family of Sage ERP solutions

Helping customers discover ERP solutions for their future—a partner roundtable

Helping customers discover ERP solutions for their future—a partner roundtable

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More session information will be posted as it becomes available; sessions are subject to change. Table of contents 6

Success strategies and Sage product solutions by tracks

Accountants only session Business partner only session

How to put my small business on the map—online!

How to use innovation to transform your business and strategic thinking

Hybrid ERP

In defense of business

Increase profitability and customer satisfaction using Sage Inventory Advisor

Leveraging mobility in your business

Making the most of your data with SData

Mobile is not just for small business

Modernize your business; ERP in the cloud

Optimizing and consolidating payments: Insights on payment forms/methods and how to best optimize for business performance

Overview of Sage 300 Online

Putting your best foot forward: How to “sell” your company in 30 seconds or less—How to master the elevator pitch

Roadmap for sunset products

Sage 100 ERP road ahead

Sage 300 ERP road ahead

Sage 300 ERP: What’s new in Sage 300 ERP 2014 release

Sage 50 Accounting—U.S. Edition cash and payments management for small businesses

Sage 50 Accounting—U.S. Edition product vision and open discussion

Sage ERP X3: Learn how Sage ERP X3 helped to grow my business

Sage Inventory Advisor helps manage inventory across multiple locations

Supporting your customers for life

Take your business online: A practical, how-to session to help grow your business

The cloud identity crisis

The Internet of things and business

The power of KPIs

The secrets to a successful startup

Thinking about your IT department as part of the business strategy

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More session information will be posted as it becomes available; sessions are subject to change. Table of contents 7

Success strategies and Sage product solutions by tracks

Accountants only session Business partner only session

Understanding and taking action--on your financia

What’s in your customers digital wallet?

Why BI for the CEO? How Sage Intelligence can improve decision making in your business

Win more work: Why using a customer relationship management system can help you win more work in construction

Would agile methodology help your business innovate?

Sage product solutions:

A deeper dive into the new Profitability Dashboard for Sage 100 ERP and Sage 300 ERP

A whole new ball game! Sage Intelligence: Financial reporting for Sage ERP X3 joins the major league

Accountant firm owners: How to face the fear (roundtable)

Advanced troubleshooting session for Sage CRM

Basic report writing and customization with Sage 50 Intelligence Reporting

Benefits to staying current with Sage 300 ERP

Business intelligence and reporting options—the right tool for the job!

Business intelligence and reporting tools for Sage ERP X3: Which is the right one for me?

Business visibility: Forecasting using Sage 300 Construction and Real Estate

Business visibility: How healthy is my construction business? Beginning SAP Crystal Reports: Part 1 (hands-on )

Business visibility: How healthy is my construction business? Beginning SAP Crystal Reports: part 2 (hands-on)

Business visibility: Is your construction workforce ready for mobile technologies?

Business visibility: Using Sage Intelligence for Sage 300 Construction and Real Estate to deliver critical information, in the right format at the right time.

Competitive insights for Sage ERP X3

Customer personalizations

Demonstrate Sage ERP X3 usability and mobility in v7

Demystifying automatic journals for Sage ERP X3

Designing financial statements (Sage 50—U.S. Edition)

Electronic cash receipt options in Sage 500 ERP

Everything is going mobile . . . how about your Sage Intelligence reports?

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More session information will be posted as it becomes available; sessions are subject to change. Table of contents 8

Success strategies and Sage product solutions by tracks

Accountants only session Business partner only session

Getting information out of your system: Overview of reporting solutions in Sage 300 ERP

Hands-on Sage Intelligence

Hardware requirements analysis for Sage ERP X3

Help partners transform their business to the cloud

Helping the buyer successfully through the buying process

Hidden secrets to managing cash flow and increasing revenue

How technology is used to overcome business challenges

Implementing Sage ERP X3 v7

Improving business processes with technology

Improving your productivity in Sage 300 ERP

Ins and outs of the Sage 50—Canadian Edition installation

Leveraging many software applications with one report writer—Sage Intelligence

Love Excel but need more control? Sage 50—U.S. Edition Intelligence Reporting could be just what you need!

Managing the AutoJournals with Sage ERP X3

Maximize your reporting power with the Sage Intelligence Report Designer

Mobile and cloud solutions for Sage 50 Accounting—U.S. Edition

Mobility solutions for Sage 50—Canadian Edition

Move with the times while still using your SAP Crystal reporting skills, learn how with SI

Moving the ERP out of the back office: The Sage Data Cloud and mobility for Sage 500 ERP

Moving to the cloud: Who’s coming with you?

Optimizing and automating Sage ERP X3

Preview of Sage 300 Online Version 2.0

Profitability Dashboard for Sage 100 ERP and Sage 300 ERP: Better data, better decisions

Program roundtable: Sage 50 Accounting—Canadian Edition Sage Accountants Network members

Project management best practices

Real world examples of how Sage 50—U.S. Edition Intelligence Reporting changing lives

Revolutionizing financial reporting for Sage 300 ERP

Page 9: Sage Summit 2014 Session LIsting Catalog

More session information will be posted as it becomes available; sessions are subject to change. Table of contents 9

Success strategies and Sage product solutions by tracks

Accountants only session Business partner only session

Revolutionizing financial reporting for Sage Intelligence: Financial reporting for Sage ERP X3 (hands-on)

Sage 100 ERP: Customer panel

Sage 100 ERP: Screens behind the scenes

Sage 300 ERP: Customer panel

Sage 300 ERP: Intercompany transfers

Sage 300 ERP: Portal configuration

Sage 300 ERP: Sage mobile connector configuration (billing, payments, sales, services)

Sage 300 ERP: Technical workshop

Sage 300 ERP: Tips and tricks

Sage 300 Online 2.0 for ISVs

Sage 50 Accounting—Canadian Edition product vision and open discussion

Sage 50 Accounting —Canadian Edition tips and tricks

Sage 50—Canadian Edition consultant best practices

Sage 50—Canadian Edition: Inventory 101

Sage 50—Canadian Edition: Inventory 201

Sage 50—U.S Edition Intelligence Reporting: financial workshop (hands-on)

Sage 500 ERP: The road ahead

Sage CRM partner roundtable

Sage Enterprise Intelligence add-in for Excel: It slices and dices

Sage Enterprise Intelligence and how it gives visibility into my business

Sage ERP X3 v6 introduction to web services (hands-on)

Sage ERP X3 v7 introduction to restful web services (hands-on)

Sage ERP X3 V7: Launch

Sage ERP X3: Building process maps—v5/6 (hands-on)

Sage ERP X3: Building process maps—v7 (hands-on)

Sage ERP X3: Data imports, exports, and migration—v6/v7

Sage ERP X3: Evolution of the SAFE X3 Technology Platform within Sage ERP X3 for the developer

Page 10: Sage Summit 2014 Session LIsting Catalog

More session information will be posted as it becomes available; sessions are subject to change. Table of contents 10

Success strategies and Sage product solutions by tracks

Accountants only session Business partner only session

Sage ERP X3: Evolution of the SAFE X3 Technology Platform within Sage ERP X3 for the normal person

Sage ERP X3: Influence the design of future versions—business partners

Sage ERP X3: Influence the design of future versions—distribution—customers

Sage ERP X3: Influence the design of future versions—finance—customers

Sage ERP X3: Influence the design of future versions—manufacturing—customers

Sage ERP X3: ISV and Development Partner program review

Sage ERP X3: Leverage the business intelligence capabilities of Sage ERP X3—v6 (hands-on)

Sage ERP X3: Leverage the business intelligence capabilities of Sage ERP X3—v7 (hands-on)

Sage ERP X3: Leveraging the financial and accounting capabilities with financial data extractor (hands-on)

Sage ERP X3: Maximizing your process manufacturing capabilities

Sage ERP X3: Out-of-the-box customization—v6 (hands-on)

Sage ERP X3: Out-of-the-box customization—v7 (hands-on)

Sage ERP X3: Prepare your Sage ERP X3 solution for infinity and beyond--system performance best practice

Sage ERP X3: Preparing workflow and alerts—Level 1 (hands-on)

Sage ERP X3: Preparing workflow and alerts—Level 2 (hands-on)

Sage ERP X3: Take steps for your business to go paperless

Sage ERP X3: Tips and tricks to improve usability-v6 (hands-on)

Sage Fixed Assets integration with Sage ERP X3

Sage Intelligence Report Designer Add-in

Sage Intelligence Report Designer Add-in: Revolutionizing financial reporting for Sage 100 and 500 ERP (hands-on)

Sage Intelligence Report Designer Add-in: Revolutionizing financial reporting for Sage 500 ERP

Sage Intelligence Report Designer can revolutionize your financial reporting (for Sage 100 and 500 ERP)

Sage Intelligence: Beyond financials

Sage Intelligence: Converting your FRx reports (hands-on)

Sage Intelligence: Effective reporting to run your business better

Sage Intelligence: Power up your Excel skills for effective business reporting

Sage Intelligence: The road ahead—product vision and roadmap

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More session information will be posted as it becomes available; sessions are subject to change. Table of contents 11

Success strategies and Sage product solutions by tracks

Accountants only session Business partner only session

Sage Intelligence: Tips and tricks for power reporting

Sage Intelligence: Understanding the Connector module

Sage Intelligence: Why it should be a part of every consultants’ toolkit

Sage Intelligence: Why use Sage Intelligence and not just Excel?

Sage One overview

Sage One overview: How it fits in your portfolio

Sage One—Canadian Edition product vision and open discussion

Sage Timeslips road ahead for partners

Sage Timeslips tips and tricks

Shaping the future of Sage 500 ERP

Successfully demonstrating Sage ERP X3

Successfully upgrading customers to Sage ERP X3 v7

Supporting your clients in the cloud

Ten strategies for advisory services

The power of payment processing with Sage 50—Canadian Edition (hands-on)

The power of the cube: Getting the most out of business insights views

The pros and cons: Departments vs. projects

The value of an integrated payments solution: A customer view

Thriveal: Accounting for the Brave Radio Show

Time-saving tips and tricks in Sage 50 Accounting—U.S. Edition

Time-saving tips and tricks in Sage 50 Accounting—U.S. Edition

Tips and tricks for getting the best ROI from your Sage 100 ERP

Tips and tricks for patching Sage ERP X3

Tips and tricks for Sage BusinessVision

Tips and tricks for Sage BusinessWorks

Tips and tricks in Sage 50 Accounting—U.S. Edition

Tips for enhancing the user workflow in Sage ERP X3

Page 12: Sage Summit 2014 Session LIsting Catalog

More session information will be posted as it becomes available; sessions are subject to change. Table of contents 12

Success strategies and Sage product solutions by tracks

Accountants only session Business partner only session

Transform your company’s bottom line with the Sage Intelligence Profitability Dashboard for Sage 100 and 300 ERP

Using the Sage Migration Tool for seamless migration to Sage 300 ERP

Utilizing gadgets and gizmos for success

Web services for Sage ERP X3: What are they, and how do they work?

What are the system administration tools for Sage ERP X3, and how do you use them?

What every small business owner should know: How to use your financials to run your business better

What is EDM (Electronic Document Management) for Sage ERP X3?

What is Sage Inventory Advisor all about?

What it takes to upgrade to Sage ERP X3 v7

What’s new Sage 50—U.S. Edition Intelligence Reporting 2014

Why BI for the financial manager? How Sage Intelligence can make you a financial genius

Why you should move to electronic takeoff to help you win more work

Win more work: Customer story of how they use Sage Esimating with BIM tools

Managing risk and data securityIs your business and customer information secure from internal and external threats? Learn the ins and outs of data security in the cloud. Sessions will provide insights into collecting and using customer data safely, and Sage experts will teach you how to use proactive alerts to reduce risk.

Success strategies:

Analytics, Big Data, and your audit

Gambling with your product inventory

How to make the cloud safe

Risk: How Sage construction products can help you mitigate compliance risks

Secure file sharing

What did we learn from the Target security breach? A business case of how sophisticated hackers are becoming, PCI rules and regulations, and what to look for to deploy secure payment systems

Page 13: Sage Summit 2014 Session LIsting Catalog

More session information will be posted as it becomes available; sessions are subject to change. Table of contents 13

Success strategies and Sage product solutions by tracks

Accountants only session Business partner only session

Sage product solutions:

Behind the scenes: Elements of a Sage 50—U.S. Edition damaged database (hands on)

Competitive landscape for Sage products and services

How do I know if my payment transactions are secure? What to look for in deploying secure payment systems

Ins and outs of the Sage 50—Canadian Edition installation

Ins and outs of the Sage 50—U.S. installation: Part 1 (hands-on)

Risk: Proactive alerts to reduce risk of change in construction

Risk: Reducing financial risk of change in construction

Risk: The WIP, from a surety’s perspective

Sage ERP X3: How Sage ERP X3 protected our business by protecting our data v7

Sage Payment Solutions: Protect your data and easily enable PCI compliance

The what, why, and how of purging data in Sage 500 ERP

Under the hood of Sage 50—U.S. Edition

What every IT manager should know about managing Sage 500 ERP

When the numbers don’t make sense: Reconciling inventory management in Sage 500 ERP

Where are we going from here? Planning for your next ERP solution

Navigating the regulatory landscapeWhether you have offices in multiple countries or work out of your living room, today’s global economy expands the reach of every small to midsized business. With this benefit come numerous liabilities. This session track will help you avoid costly disruptions by ensuring your business is compliant with local, federal, and international regulations. Learn how Sage solutions can help you complete year-end processing, charge sales tax for multiple jurisdictions, and do business in multiple currencies.

Success strategies:

Doing business in a global world: What should I consider?

Forgotten features of Sage 50—Canadian Edition

Global ERP options from Sage

Regulatory landscape in 2014 affecting small and medium-sized businesses

Small business, innovation, and tax policy

Page 14: Sage Summit 2014 Session LIsting Catalog

More session information will be posted as it becomes available; sessions are subject to change. Table of contents 14

Success strategies and Sage product solutions by tracks

Accountants only session Business partner only session

Tax issues of doing business in multiple jurisdictions

The road ahead: Sage Construction and Real Estate

Sage product solutions:

Global expansion with Sage ERP X3: Multilegislation/multicurrency features

How to pass your FDA validation processes

How to set up Sage Sales Tax for Sage ERP X3

Implementing multiple legislations with Sage ERP X3

Sage 300 ERP: Experience the simplicity of integrated payment

Sage ERP X3: How to leverage the new Sage Connected Services—Sage Exchange and Sage Sales Tax

Strengthening sales, marketing, and customer relationshipsCustomer loyalty could make or break even a solid business. This session track will provide concrete strategies for creating a customer-centered brand and nurturing the relationships that can help you succeed. Learn the ins and outs of Sage customer relationship management software and how you and your sales team can use it to manage customer conversations and sales opportunities.

Success strategies:

Come and hear from real customers how Sage Mobile Service has helped their business

Delivering customer service in the 21st century

Exploiting business trends and new market opportunities

Getting your business on board with customer relationship management

Hear from your peers: How Sage CRM helped me overcome my business challenges

How competitive is Sage in the rest of the world outside of North America?

How do you know what incoming customer communication should be your highest priority?

How Sage CRM can help small and medium sized businesses

How to develop brand ambassadors for your company

How to excel at email marketing

Improve your lead generation efforts

Improving your customer service with Smartlinc shipping

Page 15: Sage Summit 2014 Session LIsting Catalog

More session information will be posted as it becomes available; sessions are subject to change. Table of contents 15

Success strategies and Sage product solutions by tracks

Accountants only session Business partner only session

Improving your presentation skills

Leverage a relationship marketing approach to acquire new customers and earn repeat business

Mapping the journey along the customer lifecycle (bring your own device)

Maximizing value from your website

Sage CRM customer roundtable

Sage CRM: The road ahead—product vision and roadmap

Set your salespeople up for success

Staying connected to your business while you are on the move

Ten ways real customers have driven business value from the integration of their Sage CRM with Sage ERP

Tips for maximizing sales effectiveness

Tracking your business processes

Unlock customer loyalty and increase sales with an e-commerce solution

What is social CRM, and why should it matter to your business?

Your salesforce aren’t the only salespeople in your organization

Sage product solutions:

Customizing Sage CRM for nonprogrammers

Differentiation: Seperating yourself from your competitors

Driving business value from integration of Sage CRM and Sage ERP

Get a more holistic view of your business by extending Sage CRM

Getting more out of Sage CRM

Getting the information you need when you need it using the Sage CRM Dashboard

Going to the cloud with Sage CRM

How Sage ERP X3 Sales App mobilized my sales force

How to demonstrate Sage Mobile Sales and Service in the new Skytap environment

How to identify and convert leads for Sage Inventory Advisor

Introduction to Skytap and how to use this tool for virtualization

Page 16: Sage Summit 2014 Session LIsting Catalog

More session information will be posted as it becomes available; sessions are subject to change. Table of contents 16

Success strategies and Sage product solutions by tracks

Accountants only session Business partner only session

Know what your top sales contributors are

Managing your sales team effectively

Partner exploration in tools available for troubleshooting challenging support issues

Positioning Sage CRM to nonbelievers

Roundtable discussion: Sage 50 Accounting—U.S. Edition solution providers

Sage CRM: What’s new in Sage CRM

Sage ERP X3: How to implement Sage ERP X3 standard methodology

Sage ERP X3: How to market and sell the Sage ERP X3 solution

Sage ERP X3: Learn how Sage ERP X3 is mobilizing your sales team

Sage ERP X3: Pricing Configurator simplified

Sage ERP X3: Upgrade opportunities for partners

Selling Sage CRM Cloud

Specialization: Finding your competitive niche

The “new firm” unplugged!

The key to team productivity: Collaboration

The power of payment processing with Sage 50—U.S. Edition (bring your own device)

The Sage Canada market strategy

Top tips for improving your online presence

Transition easily with Sage One

Trends in customer relationship management

Update on Sage North America accountant strategy

Who’s really the decision maker in the buying process?

Page 17: Sage Summit 2014 Session LIsting Catalog

More session information will be posted as it becomes available; sessions are subject to change. Table of contents 17

Success strategies and Sage product solutions by tracks

Accountants only session Business partner only session

Maximizing your workforce and benefitsYour employees may represent your biggest monthly expense, but they can also be your greatest asset. Sessions in this track will teach you to hire for the greatest competitive advantage, manage and nurture Millennials, and cultivate a culture of success. Experts will help you to decipher the multifaceted Affordable Care Act and provide HRMS tips to automate processes and deliver exceptional HR services to your organization.

Success strategies:

Comprehensive employee management with solutions from Sage

Cut payroll processing in half

Everything you want to know about benefits and benefits administration

For ERP business partners: Opportunity for growth selling Sage HRMS

Improving your ROI through Sage University

Introduction to Sage HRMS

Introduction to Sage HRMS Payroll

Managing Generation Y

Time and Attendance: The importance of time Tracking

Sage product solutions:

Create your own reports with SAP Crystal Reports for Sage HRMS: Part 1 (hands-on)

Create your own reports with SAP Crystal Reports for Sage HRMS: Part 2 (hands-on)

Create your own reports with SAP Crystal Reports for Sage HRMS: Part 3 (hands-on)

Create your own reports with SAP Crystal Reports for Sage HRMS: Part 4 (hands-on)

For business partners: New additions to the Sage HRMS product portfolio

How do you do that? Tips and best practices from Sage HRMS users

Manage your employee payroll in Sage 50 Accounting—Canadian Edition (hands-on)

Processes to deliver exceptional human resources services

Sage HRMS integration with Sage ERP X3

Track and manage training with Sage HRMS Cyber Train

Page 18: Sage Summit 2014 Session LIsting Catalog

More session information will be posted as it becomes available; sessions are subject to change. Table of contents 18

Success strategies and Sage product solutions by tracks

Accountants only session Business partner only session

Industry best practicesCertain industries require more specific processes and operations. Learn best practices from various industry experts and how tailored Sage industry solutions can meet your specific needs.

Success strategies:

All-access pass: Online Sage resources for getting answers fast

Automate to work smarter, not harder, and reap the benefits in efficiency and growth

Collections and cash management simplified

Customer service strategies that lead the pack

ERP as industry solutions

Manufacturing management in a modern, mobile manner

Optimizing supply chain efficiency for distribution

Sage City backstreet tour: Getting the most out of your online community

Sage Inventory Advisor for distributors

Sage Inventory Advisor for manufacturers

The road ahead: Sage 100 Contractor

The road ahead: Sage 300 Construction and Real Estate

The road ahead: Sage Estimating

What is cloud computing, and is it right for your business?

Working with your customers using EDI with TrueCommerce HighJump

Sage product solutions:

Building the better BOM: Tips and tricks

Business visibility: How healthy is my construction business (using MyAssistant)

Business visibility: How healthy is my construction business (using Sage 100 Contractor)

Business visibility: How healthy is my construction business (using Sage 300 Construction)

Construction bid management solution showcase

Construction showcase: Help your customers become Job Ready with your construction expertise and Sage Construction and Real Estate solutions

Page 19: Sage Summit 2014 Session LIsting Catalog

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Success strategies and Sage product solutions by tracks

Accountants only session Business partner only session

Creating requestors in Sage ERP X3

Customer price management in Sage 500 ERP: How did it come up with that number?

How can I improve customer satisfaction with Sage Inventory Advisor?

How to compete against main competitors in construction industry

How to manage your distribution business with Sage ERP X3

Increase efficiencies and save money with mass data updates using APIs and Data Import Manager

Ins and outs of the Sage 50—U.S. installation: Part 2 (hands-on)

Investigating unbalanced entries in Sage ERP X3

Leveraging Sage 50 Quantum Accounting—U.S. Edition to work for you (hands-on)

Making Sage 500 ERP work the way you work with customizer (hands-on)

Manage your employee payroll in Sage 50 Accounting—U.S. Editiion (hands-on)

Managing your food process manufacturing with Sage ERP X3

Mastering inventory counts in Sage ERP X3

Overview of prepayment and on-account functionality in Sage ERP X3

Panel discussion: Netstock and two or three existing Sage Inventory Advisor customers answer questions

Period-end and year-end processing in Sage ERP X3

Power of Sage One (bring your own device)

Sage ERP X3: Business Insight: Learn How Sage Inventory Advisor may help reduce inventory and overhead

Sage ERP X3: Experience the Functionality of the Electronic Document Management Solution (EDM/EDD/PI) (hands-on)

Sage ERP X3: Extreme makeover!

Sage ERP X3: Maximizing your discrete manufacturing capabilities

Sage ERP X3: Using Sage ERP X3 for process manufacturing

Sage Inventory Advisor customer panel

Soup to nuts: UI customization in Sage ERP X3

Successful cross-selling of Sage solutions

Test driving Sage 50 Quantum Accounting—U.S. Edition with progress billing (hands-on)

The power of views in Sage ERP X3

Page 20: Sage Summit 2014 Session LIsting Catalog

Success strategies and Sage product solutions by tracks

20More session information will be posted as it becomes available; sessions are subject to change. Table of contents

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And wait ’til you hear about our media-sponsored events and big-name keynote speakers!

The secret for successful importing data into Sage 50—U.S. Edition (hands-on)

Time saving tips and tricks Sage 50—Canadian Edition

Track profitability through job costing: Sage 50—U.S. Edition (hands-on)

Understanding cost calculations in Sage ERP X3

Upgrade to Sage ERP X3 v7 success story: Sunblest and Vacuum Engineering

Utilizing web services with Sage ERP X3

Warehouse automation with Sage ERP X3

What are you missing and what are you waiting for? Experiencing an upgrade: A customer’s perspective

Why you should ditch Excel to create your estimates

Win more work: How BIM is transforming the construction business

Working with portal gadgets in Sage ERP X3