1. Sage CaribbeanCustomer ConferenceSessions
Session: What’s New in Sage 300 ERP 2012 and Product Roadmap
Presenter:Rob Lawson
Time:10:15 a.m.–11:15 a.m.
Sage 300 ERP Version 2012 offers exciting new enhancements to make entering transactions, reporting, and
integrations with other Sage applications a breeze! This course explores all of the critical new features and
enhancements to Sage 300 ERP (formerly Sage ERP Accpac), from changes affecting all modules right through to
interacting with Sage applications such as Sage Payments, the Intelligence Reporting module, and Sage CRM. In this
session you will learn about changes to the Sage 300 ERP Portal and how you can improve your experience with it,
new features in transaction entry including reversing G/L batches and copying orders in O/E, reporting enhancements
including new functionality for Intelligence Reporting, and more. This session is a must to prepare for the newest
release of Sage 300 ERP.
Session: Product Roadmap: Sage 100 ERP
Presenter: Leanne Lowe
Times: 10:15 a.m.–11:15 a.m.
Sage 100 ERP version 4.5 is here, and everything you’ve heard about the new features and benefits isall ready for
you when you upgrade.We will be taking a broad look at the major features that everyone should know about, such
as National Accounts for Account Receivable, integrated Customer Relationship Management, and the Reporting
Tree capability for financial reports.We’ll also discuss the option to migrate to Sage 100 Premium ERP.With this
version of Sage 100 ERP, we continue our commitment to listening to customers and incorporating enhancement
requests with 14 widely used Extended Solutions built into Payroll, Sales Order, Purchase Order, and Accounts
Receivable.These enhancements give you more flexibility and streamline and automate your data-entry
processes.We will also take a sneak peek at the exciting new enhancements that will be released in December for
Sage 100 ERP as part of the road ahead.
Session: Sage CRM: What You Don’t Know About Sage CRM v7.1, Service Pack 2 and What’s to Come in Sage
CRM v7.2
Presenter: Rob Lawson
Times: 11:30 a.m.–12:30 p.m. or 1:30 p.m.–2:30 p.m.
Attend this session and get fully briefed on the upcoming releases and product roadmap for Sage CRM. Get a
detailed overview of some of the great features just released with Sage CRM v7.1, Service Pack 2 and the new
features planned for Sage CRM v7.2 and get insight into how Sage CRM can be used by your entire organization
today.
Session:Sage Intelligence
Presenter: Debbie Hill
Time: 11:30 a.m.–12:30 p.m. or 1:30 p.m.–2:30 p.m.
Did you know you have a new Excel-based reporting tool that comes standard with your Sage ERP?In this hour-long
session we will see the Intelligence Reporting tool and learn how you can easily modify and create custom reports,
pull data from your entire network, and automatically deliver these reports internally and externally.I will also share
the multiple free resources you can start taking advantage of immediately!

2. Session:Sage Fixed Assets
Presenter: Leanne Lowe
Time: 11:30 a.m.–12:30 p.m. or 1:30 p.m.–2:30 p.m.
A trusted name in fixed asset management for 30 years, Sage Fixed Assets delivers the most complete fixed asset
management solution available.Come see how easy it is track your fixed assets, eliminate redundant data entry,
increase accuracy, and reduce costs while guarding against regulatory noncompliance.Sage Fixed Assets combines
over 300,000 IRS tax and GAAP rules as well as more than 50 depreciation methods in an easy-to-use, intuitive
interface.From comprehensive depreciation calculations for financial and tax reporting to integration for Accounts
Payable, Purchase Order, and General Ledger for both Sage 100 ERP and Sage 300 ERP, as well as customized
reporting, we make sure companies can effectively manage every step of the fixed asset lifecycle—from acquisition
to disposal.
Session:Sage ERP X3 Overview
Presenter: Bret Elliott
Time: 11:30 a.m.–12:30 p.m.
Sage ERP X3 integrates an industry-specific software application with all the enterprise’s information and business
processes within one single software system and database, allowing users to get an extensive view of their activity in
real time, no matter where data has been created or stored.This industry-specific ERP system manages finance,
sales, inventory, CRM, purchasing, and manufacturing operations globally and streamlines all of the enterprise’s
processes.
Session: Budgeting Beyond Excel: Using Sage Budgeting and Planning to Streamline and Enhance Your Budgeting
Process
Presenter:Brett Elliott
Times: 1:30 p.m.–2:30 p.m.
This session will show progressive organizations how they can break out of their current inefficient budget process
and save time and money while getting better results with Sage Budgeting and Planning—a solution that works
across Sage product lines.Learn how budgeting has evolved into more of an overall planning process that creates the
roadmap needed for your organization to achieve its strategic goals.Participants will get an in-depth look at this great
Sage solution that will enable them to see how it can help address their budgeting needs.
Session:Streamline Business Processes and Go Paperless With Sage ERP Document Management—The Tool for
Your Enterprise
Presenter:Altec
Time: 2:45 p.m.–3:45 p.m.
Opportunities in your department(s) are waiting to be untapped.Increased business efficiencies; reduction in filing,
faxing, and copying of documents; and elimination of file cabinets and form costs are all opportunities for your
company to work smarter and go paperless.Learn how one tool—Sage ERP Document Management—can help your
enterprise work leaner, faster, and more efficiently!
Session:Alerts and Workflow for Sage—Give Your Data a Voice
Presenter:Vineyardsoft
Time: 2:45 p.m.–3:45 p.m.
In this session you will learn how to stop saying ―If only I had known.‖With Alerts and Workflow for Sage you can
monitor all of your Sage applications for conditions that are important to your business.In response to these
conditions you can automatically deliver alerts; generate and deliver forms, documents, and reports; and perform
workflow.Now you can give your business a voice and enable it to tell you when there are critical issues and even
have it automatically respond to them for you.

3. Session:Adding Functional Value to Your Sage 300 ERP System With Certified Add-on Products
Presenter: Robert Lavery
Time: 2:45 p.m.–3:45 p.m.
Eight years ago Robert started his own business to focus on the development and marketing of Certified add-on
products for the Sage 300 ERP (formerly Sage ERP Accpac) series of business management solutions. Many of
these solutions are sold by the Sage Strategic Sales Group and hosted as a service at Sage 300 ERP Online.
Robert’s presentation will provide an overview and short demonstration of some of the key solutions in his portfolio
from Development Partners Orchid Systems, Norming Software, Pacific Technology, AutoSimply, and Systronics.
These solutions include EFT Processing, Information Manager for data analysis and budgeting, Report Runner for
automating the generation and distribution of SAP® Crystal and FR Reports for Sage 300 ERP, Asset Management,
Purchase Workflow, Commitment Accounting, Manufacturing Orders, Production Planning, Deferred Revenue, and
Cashflow Forecasting. This session will illustrate how these tools streamline business and reporting processes,
improve internal controls, and manage data for better decision making.