TUG Conference Program Guide

1Register by February 28, 2011 and save $100 www.TUGweb.com

2011 TUG National Users Conference & Workshopsfor companies using SageTimberline Office software!

PROGRAMGUIDE

April 26-29, 2011Gaylord Texan Resort& Convention CenterGrapevine, Texas

2011 TUG National Users Conference • April 26-29, 2011

2 Register by February 28, 2011 and save $100 www.TUGweb.com

2011 TUG National Users Conference & Workshops • April 26-29, 2011

2 www.TUGweb.com

2010-2011 TUG Board Members

Natalie Allen, PresidentE-Mail: [email protected]: (801) 627-1403

Matt Weaver, Vice PresidentE-Mail: [email protected]: (317) 577-0007

Jon Banse, SecretaryE-Mail: [email protected]: (563) 933-2296

Sharon Hessong, TreasurerE-Mail: [email protected]: (325) 653-1241

Robin Peterson, Past PresidentE-Mail: [email protected]: (952) 893-8225

Denney Benedict, Sage RepresentativeE-Mail: [email protected]

Scott Bishop, DirectorE-Mail: [email protected]: (704) 338-6770

Julie Brown, DirectorE-Mail: [email protected]: (434) 220-7762

Tim Cooke, DirectorE-Mail: [email protected]: (716) 774-3386

Barbara Morse, DirectorE-Mail: [email protected]: (518) 462-5848

Michael Suhovecky, DirectorE-Mail: [email protected]: (614) 439-2352

Lenni Witt, Associate DirectorE-Mail: [email protected]: (301) 231-6275

Special thanks to our conference sponsors! Your support is greatly appreciated!

MANAGED | AUTOMATED | INTEGRATED

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Agenda-at-a-Glance

Monday, April 253:00 PM - 6:00 PM Conference Registration Grapevine Prefunction

Tuesday, April 26, 20117:00 AM - 5:00 PM Conference Registration Grapevine Prefunction

7:00 AM - 8:30 AM Breakfast Grapevine CD

7:00 AM - 5:30 PM Tradeshow Center Prefunction

8:30 AM - 10:00 AM Session 1 See session grid

10:00 AM - 10:30 AM Morning Break Center Prefunction

10:30 AM - 12:00 PM Session 2 See session grid

12:00 PM - 1:30 PM Lunch Grapevine CD

1:30 PM - 3:00 PM Session 3 See session grid

3:00 PM - 3:30 PM Afternoon Break Center Prefunction


5:15 PM - 6:30 PM Town Hall Meeting with Sage Executives Grapevine CD

Wednesday, April 277:30 AM - 5:00 PM Conference Registration Grapevine Prefunction


7:30 AM - 5:00 PM Tradeshow Center Prefunction




12:00 PM - 1:30 PM Lunch Grapevine CD




6:30 PM - 9:30 PM TUG Reception (Name Badges Required) Riverwalk Atrium


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Agenda-at-a-Glance

Thursday, April 287:30 AM - 5:00 PM Conference Registration Grapevine Prefunction


7:30 AM - 5:00 PM Tradeshow Center Pre-function




12:00 PM - 1:30 PM Annual Meeting & Lunch Grapevine CD




5:00 PM - 6:00 PM Exhibitor Reception Center Prefunction

Friday, April 297:30 AM - 5:00 PM Conference Registration Grapevine Prefunction

7:30 AM - 8:30 PM Breakfast Grapevine CD

7:30 AM - 12:00 PM Tradeshow Center Pre-function




12:00 PM - 1:30 PM Closing Remarks, Giveaways & Lunch Grapevine CD




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6 5 4

1 2 3 3 2 1

6

5

4

3

2 A

D

C

1

5 6 7

SAN ANTONIO

GRAPEVINE PREFUNCTION

GRAPEVINE BALLROOM

CENTER PREFUNCTION

DALLAS

AUSTIN

FT. WORTH

Floor Plan

ExhibitorsAbout Time Technologies (Booth #18)www.abouttimetech.com

Anterra Technology (Booth #10)www.anterratech.com

CFMA (Booth #1)www.cfma.org

Comdata (Booth #20)www.comdata.com

Construction Imaging (Booth #11/12)www.construction-imaging.com

Core Associates (Booth #22) www.Timberscan.com

Dresser & Associates (Booth #16)www.dresserassociates.com

Event 1 Software (Booth #25)www.event1software.com

hh2 Web Services (Booth #15)www.hh2.com

Innovative Software Design (Booth #24)www.i-s-design.com

JumpStart Wireless (Booth #3)www.jumpstartwireless.com

Material Management Software, Inc. (Booth #8)www.materialmanagementinc.com

OnCenter Software, Inc. (Booth #19)www.oncenter.com

Piracle Inc. (Booth #7)www.piracle.com

Sage (Booth #4/5/6)www.sagecre.com

Sage CRE Forms (Booth #17)www.sagecreforms.biz

Textura Corporation (Booth #9)www.texturacorp.com

Wellspring Software (Booth #21)www.wellspringsoftware.com

Winning Technologies (Booth #23)www.winningtech.com

Breakouts

Meals & AnnualMeeting

Exhibitor Booths

Labs &Workshops


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Accounting Accounting Accounting Project Management Reporting Reporting

18:30 AM –10:00 AM

STO Concepts & Data Structure

Ft. Worth 7

SM Preventative Mainte-nance & Agreements

San Antonio 3

Contract-Based Accounts Receivable Workshop

Ft. Worth 5-6

Managing Your ProjectsSuccessfully Using PJ Roundtable

Grapevine 1

Basic Report Designer Workshop

Grapevine A

Basic Crystal Reports Workshop

Grapevine 5-6

210:30 AM –12:00 PM

DesktopFt. Worth 7

Advanced ServiceManagementSan Antonio 3

PJ Subcontract ManagementProcess & Roles Overview

Grapevine 1

31:30 PM –3:00 PM

Basic Job CostFt. Worth 7

Reconciliation LabGrapevine 3-4

PJ Subcontract Management RoundtableGrapevine 1

43:30 PM –5:00 PM

Basic Job Cost LabSan Antonio 1-2

Utilizing PJ to Become a More EffectiveManager Roundtable

Grapevine 1

58:30 AM –10:00 AM

Basic General LedgerFt. Worth 7

Creating Macros LabGrapevine 5-6

Basic ODBC WorkshopGrapevine 3-4

PJ Job Info LabJob Setup, Spec Section

Setup & Drawing LogGrapevine A

What’s New forReporting, Inquiries &Financial Statements

in Version 9.7Grapevine 1

Building Financial Statements with Crystal

WorkshopSan Antonio 5-6

610:30 AM –12:00 PM

Basic AccountsPayable Lab

Grapevine 5-6

Alternate Uses forCustom Logs

HR, Safety, MarketingAustin 2-3

PJ Contacts & Correspondence LabAddress Book Setup, Job Contact List,Transmittals & Correspondence Log

Grapevine A

Modifying CannedCrystal Reports

Grapevine 1

71:30 PM –3:00 PM

Basic PayrollFt. Worth 7

Alternate Uses forJob Cost

Grapevine 1

PJ Job Documents LabRFIs, Meeting Minutes & Submittals

Grapevine A

Advanced Job CostReporting LabGrapevine 5-6

83:30 PM –5:00 PM

Basic Payroll LabFt. Worth 5-6

Recoveries Solutionsfor Property Management

Austin 2-3

PJ Document Tools LabField ReportsGrapevine A

98:30 AM –10:00 AM

Basic EquipmentAustin 2-3

Advanced Formulasfor Property

Management LabFt. Worth 5-6

Expert ODBCTechniquesWorkshop

Grapevine 3-4

PJ Change Management LabOverview & Settings

Grapevine A

Intermediate ReportDesigner Workshop

Grapevine 5-6

ImportingTransaction into STO Lab

San Antonio 5-6

1010:30 AM –12:00 PM

Basic AccountsReceivable

Grapevine 1

PJ Change Management LabChange Requests, Requests for Quote &

Updating Job EstimateGrapevine A

Basic Microsoft®

Excel LabSan Antonio 1-2

111:30 PM –3:00 PM

Basic PO/IVAustin 2-3

101 Ways to UseCustom FieldsGrapevine 1

PJ Change Management LabContracts, Owner Change Orders & Updating

Schedule of ValuesGrapevine A

Inquiry Designer LabFt. Worth 5-6

123:30 PM –5:00 PM

Basic CashManagementFt. Worth 7

Error Correction for Property Management

Austin 2-3

PJ Change Management LabCommitments & Commitment Change Orders

Grapevine A

138:30 AM –10:00 AM

Accounting ModulesTips & TricksFt. Worth 7

Cost-Based BillingWorkflow LabFt. Worth 5-6

Year End Procedures Workshop

San Antonio 5-6

Managing Custom Descriptions, Custom Fields, Reports Menu & Reports

Grapevine A

Advanced CrystalReports Lab

Grapevine 3-4

Basic FinancialStatements LabGrapevine 5-6

1410:30 AM –12:00 PM

T & M Cost PlusBilling Lab

Ft. Worth 5-6

Personalizing STO Desktop for EachProject Manager Lab

Grapevine A

151:30 PM – 3:00 PM

AP Lien WaiversGrapevine 2

Using PJ Custom Logs toReplace Excel Lab

Grapevine A

Maximize Your Profits with Productivity

Reports LabGrapevine 3-4

IntermediateFinancial Statements Lab

Grapevine 5-6

163:30 PM –5:00 PM

Certified PayrollGrapevine 2

Creating Custom Reports for YourPJ Custom LogGrapevine A

TUES

DAY

WED

NESD

AYTH

URSD

AYFR

IDAY

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EstimatingEstimatingDatabase

Management ToolsInformationTechnology

Exhibitors Exhibitors

Estimating inAction WorkshopSan Antonio 5-6

Estimating Database Setup & Database Editor Lab

San Antonio 1-2

Exploring the Office Connector Starter Reports - Excel-Based Reports

Available in 9.7 LabGrapevine 3-4

Working with .pdf FilesGrapevine 2

Material Management SoftwareRecieving & Importing Invoices

and Purchase Orders Made SimpleSan Antonio 4

Document ManagementAcross all Modules

Grapevine 2

Standards for EmployeeAccess Roundtable

Austin 2-3

TexturaConstruction Payment Management

- The Benefits are Real!San Antonio 4

Event 1 Software Introduction to Excel-Based Reporting

Using Office Connector LabGrapevine 3-4

Paperless Office RountableGrapevine 2

Service Management Roundtable Austin 2-3

About Time TechnologiesSan Antonio 3

Estimating DatabaseConversionFt. Worth 7

Risk Management RoundtableGrapevine 2

Disaster RecoveryRoundtableAustin 2-3

PiracleWhat’s New in Payment Processing

and Presenting Portfolio Debt Manager - Loan Management System

San Antonio 3

Creating Estimates,Add-Ons & Totals Lab

Ft. Worth 5-6

Estimating FormulasGrapevine 2

Basic Microsoft® Access LabSan Antonio 1-2

Security Administration of STOSan Antonio 4

JumpStart WirelessDamn the Paper, Full Speed Ahead!

San Antonio 3

Using Work BreakdownStructures (WBS) to Organize

Estimates & ReportsFt. Worth 7

Estimating Formulas LabFt. Worth 5-6

IT Administration of STOSan Antonio 4

Innovative Software DesignMyAssistant - Alerts, Auditing & Document Distribution for Sage

Timberline OfficeSan Antonio 3

Core AssociatesTimberScan, the Paperless AP

Approval Process for TimberlineGrapevine 2

Using Work Breakdown Structures (WBS) to Organize Estimates

& Reports LabFt. Worth 5-6

AssembliesGrapevine 2

How to Use Microsoft® Access with Timberline Lab

San Antonio 1-2

What’s New forSage Timberline Office

San Antonio 4

Construction ImagingExtend the Productivity of

Sage Timberline OfficeSan Antonio 3

Anterra Technology Dashboards, Scorecards & SQL

database for SAGE Timberline Office –BREAKTHROUGH TECHNOLOGY!

Austin 2-3

Estimating ReportsFt. Worth 7

Assemblies LabSan Antonio 1-2

Using Default Inquiries EffectivelyGrapevine 1

Top Ten IT TrendsSan Antonio 4

Basic Takeoff LabSan Antonio 1-2

ODBC for EstimatingOpen Database

ConnectivityGrapevine 2

Publishing Timberline Data UsingMicrosoft® SharePoint

San Antonio 3

What the Heck is “Cloud?”San Antonio 4

Sage Timberline Enterprise (STE) an OverviewFt. Worth 7

BIM LectureGrapevine 2

ODBC for Estimating LabSan Antonio 5-6

ODBC for Estimating LabUsing Microsoft® Outlook

Austin 2-3

Using a Intranet RoundtableSan Antonio 3

Construction Imaging Integrate Field Operations with the

Corporate Back OfficeFt. Worth 7

BIM LabSan Antonio 5-6

Crystal Reports for EstimatingFt. Worth 7

IntermediateMicrosoft® Excel Lab

San Antonio 1-2

Managing Operating Costswith Technology

Grapevine 2

About TimeTechnologiesSan Antonio 4

Core AssociatesTimberScan, the Paperless AP

Approval Process for TimberlineSan Antonio 3

Estimating RoundtableGrapevine 2

Crystal Reports forEstimating Lab

San Antonio 5-6

Developing anIT Policy ManualSan Antonio 4

Sage Timberline Enterprise (STE) for the Service Industry

San Antonio 3

Estimating Tips & TricksGrapevine 2

Estimating DatabaseManagementSan Antonio 4

Expert Automation Using ODBC& Visual Basic LabSan Antonio 1-2

IT InvestmentsCase Study on Your ROI

San Antonio 3

E10 UpdateSan Antonio 4

Utilizing VirtualServers Roundtable

San Antonio 3

Explorer & EOSExplorer Extended

San Antonio 4

Models Estimating LabFt. Worth 5-6

Getting the Most Out ofSupport TUGweb, Sage Portal,

Business PartnersSan Antonio 3

Creating an Estimating RFI& Change Requests

San Antonio 4

= WORKSHOP/LAB


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Additional InformationSage Executive Town Hall Meeting:This year’s conference will include a “Town Hall” meeting with Sage executives on Tuesday evening from 5:15 PM to 6:30 PM in Grapevine CD. This meeting will give you an opportunity to hear more about the future of Sage, as well as ask any questions you may have. Participants include:• JonWitty,GeneralManager• CarolVega,VicePresident,Support• DennisStejskal,VicePresident,ProductManagement• RichRudolph,VicePresident,SalesandService

TUG Dinner Reception:Please plan to join us on Wednesday evening from 6:30 PM to 9:30 PM in the Riverwalk Atrium of the Gaylord Texan. This is a great place to meet new friends and reconnect with past acquaintances. It’s sure to be an evening of fun and one you won’t want to miss. Dinner and beverages will be provided. Special thanks to Construction Imaging for sponsoring this event.

TUG Exhibitor Reception:On Thursday evening from 5:00 PM to 6:00 PM, TUG will host a reception in the exhibit area (Center Prefunction). Come meet with various vendors to learn more about their products and services. Also, be sure to register for the many drawings that these vendors are offering exclusively to TUG conference attendees. Hors d’oeuvres and beverages will be provided.

One-on-One Assistance:Do you have a software challenge you’ve been unable to resolve on your own? If so, one-on-one assistance is available during the conference. Expert users and Certified Consultants will be on hand and ready to assist you. Appointments can be made at the TUG registration desk, located in the Grapevine Prefunction area.


CPE INFORMATIONCPA participants will receive 7 CPE credits per full day of attendance, for a possible total of 28 CPE credits. TUG’s CPE registration policies and procedures will be available to all participants. Please be sure to sign-in and out of each session you attend if you are interested in receiving CPE credits. Certificates will be sent via e-mail after the conference.

Timberline Users Group, Inc., is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be address to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

TUG Conference Program Guide

Documents

Transcript of TUG Conference Program Guide