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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.
2
	 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
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
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
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 age
Today’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
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
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?
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
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
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
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
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 security
Is 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
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 landscape
Whether 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
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 relationships
Customer 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
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
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?
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 benefits
Your 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
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 practices
Certain 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
More session information will be posted as it becomes available; sessions are subject to change.	 Table of contents 19
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
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
©2014 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks
or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. 14-35435 4/14
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
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Sage Summit 2014 Session LIsting Catalog

  • 1. 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.
  • 2. 2 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
  • 3. 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
  • 4. 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
  • 5. 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 age Today’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
  • 6. 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
  • 7. 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?
  • 8. 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
  • 9. 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
  • 10. 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
  • 11. 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
  • 12. 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 security Is 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
  • 13. 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 landscape Whether 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
  • 14. 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 relationships Customer 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
  • 15. 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
  • 16. 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?
  • 17. 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 benefits Your 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
  • 18. 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 practices Certain 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
  • 19. More session information will be posted as it becomes available; sessions are subject to change. Table of contents 19 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
  • 20. 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 ©2014 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. 14-35435 4/14 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