2011 TUG National Users Conference & Workshops April 26-29, 2011
for companies using Sage Timberline Office software!
Gaylord Texan Resort & Convention Center Grapevine, Texas
PROGRAM GUIDE
Register by February 28, 2011 and save $100 www.TUGweb.com
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2011 TUG National Users Conference &• April Workshops 26-29,•2011 April 26-29, 2011
2010-2011 TUG Board Members Natalie Allen, President E-Mail: nataliea@randoco.com Telephone: (801) 627-1403
Scott Bishop, Director E-Mail: scott.bishop@hdrinc.com Telephone: (704) 338-6770
Matt Weaver, Vice President E-Mail: mweaver@meyer-najem.com Telephone: (317) 577-0007
Julie Brown, Director E-Mail: julie@martinhorn.com Telephone: (434) 220-7762
Jon Banse, Secretary E-Mail: banse.jon@seedorff.com Telephone: (563) 933-2296
Tim Cooke, Director E-Mail: tcooke@cannondesign.com Telephone: (716) 774-3386
Sharon Hessong, Treasurer E-Mail: sharonh@reecealbertinc.com Telephone: (325) 653-1241
Barbara Morse, Director E-Mail: bmorse@gormanroads.com Telephone: (518) 462-5848
Robin Peterson, Past President E-Mail: robin.peterson@marquetteRE.com Telephone: (952) 893-8225
Michael Suhovecky, Director E-Mail: msuhovecky@brierhill.net Telephone: (614) 439-2352
Denney Benedict, Sage Representative E-Mail: denney.benedict@sage.com
Lenni Witt, Associate Director E-Mail: lwitt@aronsoncompany.com Telephone: (301) 231-6275
Special thanks to our conference sponsors! Your support is greatly appreciated!
MANAGED | AUTOMATED | INTEGRATED
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Register by February 28, 2011 and save $100 www.TUGweb.com www.TUGweb.com
Agenda-at-a-Glance Monday, April 25 3:00 PM - 6:00 PM
Conference Registration
Grapevine Prefunction
Tuesday, April 26, 2011 7:00 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
3:30 PM - 5:00 PM
Session 4
See session grid
5:15 PM - 6:30 PM
Town Hall Meeting with Sage Executives
Grapevine CD
7:30 AM - 5:00 PM
Conference Registration
Grapevine Prefunction
7:30 AM - 8:30 AM
Breakfast
Grapevine CD
7:30 AM - 5:00 PM
Tradeshow
Center Prefunction
8:30 AM - 10:00 AM
Session 5
See session grid
10:00 AM - 10:30 AM
Morning Break
Center Prefunction
10:30 AM - 12:00 PM
Session 6
See session grid
12:00 PM - 1:30 PM
Lunch
Grapevine CD
1:30 PM - 3:00 PM
Session 7
See session grid
3:00 PM - 3:30 PM
Afternoon Break
Center Prefunction
3:30 PM - 5:00 PM
Session 8
See session grid
6:30 PM - 9:30 PM
TUG Reception (Name Badges Required)
Riverwalk Atrium
Wednesday, April 27
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2011 TUG National Users Conference & Workshops • April 26-29, 2011
Agenda-at-a-Glance Thursday, April 28 7:30 AM - 5:00 PM
Conference Registration
Grapevine Prefunction
7:30 AM - 8:30 AM
Breakfast
Grapevine CD
7:30 AM - 5:00 PM
Tradeshow
Center Pre-function
8:30 AM - 10:00 AM
Session 9
See session grid
10:00 AM - 10:30 AM
Morning Break
Center Prefunction
10:30 AM - 12:00 PM
Session 10
See session grid
12:00 PM - 1:30 PM
Annual Meeting & Lunch
Grapevine CD
1:30 PM - 3:00 PM
Session 11
See session grid
3:00 PM - 3:30 PM
Afternoon Break
Center Prefunction
3:30 PM - 5:00 PM
Session 12
See session grid
5:00 PM - 6:00 PM
Exhibitor Reception
Center Prefunction
7:30 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
8:30 AM - 10:00 AM
Session 13
See session grid
10:00 AM - 10:30 AM
Morning Break
Center Prefunction
10:30 AM - 12:00 PM
Session 14
See session grid
12:00 PM - 1:30 PM
Closing Remarks, Giveaways & Lunch
Grapevine CD
1:30 PM - 3:00 PM
Session 15
See session grid
3:00 PM - 3:30 PM
Afternoon Break
Center Prefunction
3:30 PM - 5:00 PM
Session 16
See session grid
Friday, April 29
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Floor Plan 6
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4
AUSTIN
SAN ANTONIO 1
2
3
6
3
2
1
5
6
7
D
5
Labs & Workshops
4
DALLAS
Breakouts
3
GRAPEVINE BALLROOM
2
A
FT. WORTH
C
Meals & Annual Meeting
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CENTER PREFUNCTION
GRAPEVINE PREFUNCTION
Exhibitor Booths
Exhibitors About Time Technologies (Booth #18) www.abouttimetech.com
Event 1 Software (Booth #25) www.event1software.com
Sage (Booth #4/5/6) www.sagecre.com
Anterra Technology (Booth #10) www.anterratech.com
hh2 Web Services (Booth #15) www.hh2.com
Sage CRE Forms (Booth #17) www.sagecreforms.biz
CFMA (Booth #1) www.cfma.org
Innovative Software Design (Booth #24) www.i-s-design.com
Textura Corporation (Booth #9) www.texturacorp.com
Comdata (Booth #20) www.comdata.com
JumpStart Wireless (Booth #3) www.jumpstartwireless.com
Wellspring Software (Booth #21) www.wellspringsoftware.com
Construction Imaging (Booth #11/12) www.construction-imaging.com
Material Management Software, Inc. (Booth #8) www.materialmanagementinc.com
Winning Technologies (Booth #23) www.winningtech.com
Core Associates (Booth #22) www.Timberscan.com
OnCenter Software, Inc. (Booth #19) www.oncenter.com
Dresser & Associates (Booth #16) www.dresserassociates.com
Piracle Inc. (Booth #7) www.piracle.com
www.TUGweb.com
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FRIDAY
THURSDAY
WEDNESDAY
TUESDAY
2011 TUG National Users Conference & Workshops • April 26-29, 2011 Accounting
Accounting
Accounting
Project Management
Reporting
Reporting
1 8:30 AM – 10:00 AM
STO Concepts & Data Structure Ft. Worth 7
SM Preventative Maintenance & Agreements San Antonio 3
Contract-Based Accounts Receivable Workshop Ft. Worth 5-6
Managing Your Projects Successfully Using PJ Roundtable Grapevine 1
Basic Report Designer Workshop Grapevine A
Basic Crystal Reports Workshop Grapevine 5-6
2 10:30 AM – 12:00 PM
Desktop Ft. Worth 7
Advanced Service Management San Antonio 3
PJ Subcontract Management Process & Roles Overview Grapevine 1
3 1:30 PM – 3:00 PM
Basic Job Cost Ft. Worth 7
Reconciliation Lab Grapevine 3-4
PJ Subcontract Management Roundtable Grapevine 1
4 3:30 PM – 5:00 PM
Basic Job Cost Lab San Antonio 1-2
Utilizing PJ to Become a More Effective Manager Roundtable Grapevine 1
5 8:30 AM – 10:00 AM
Basic General Ledger Ft. Worth 7
Creating Macros Lab Grapevine 5-6
PJ Job Info Lab Job Setup, Spec Section Setup & Drawing Log Grapevine A
What’s New for Reporting, Inquiries & Financial Statements in Version 9.7 Grapevine 1
Building Financial Statements with Crystal Workshop San Antonio 5-6
6 10:30 AM – 12:00 PM
Basic Accounts Payable Lab Grapevine 5-6
Alternate Uses for Custom Logs HR, Safety, Marketing Austin 2-3
PJ Contacts & Correspondence Lab Address Book Setup, Job Contact List, Transmittals & Correspondence Log Grapevine A
Modifying Canned Crystal Reports Grapevine 1
7 1:30 PM – 3:00 PM
Basic Payroll Ft. Worth 7
Alternate Uses for Job Cost Grapevine 1
PJ Job Documents Lab RFIs, Meeting Minutes & Submittals Grapevine A
Advanced Job Cost Reporting Lab Grapevine 5-6
8 3:30 PM – 5:00 PM
Basic Payroll Lab Ft. Worth 5-6
Recoveries Solutions for Property Management Austin 2-3
PJ Document Tools Lab Field Reports Grapevine A
9 8:30 AM – 10:00 AM
Basic Equipment Austin 2-3
Advanced Formulas for Property Management Lab Ft. Worth 5-6
10 10:30 AM – 12:00 PM
Basic Accounts Receivable Grapevine 1
11 1:30 PM – 3:00 PM
Basic PO/IV Austin 2-3
12 3:30 PM – 5:00 PM 13 8:30 AM – 10:00 AM
Basic ODBC Workshop Grapevine 3-4
Expert ODBC Techniques Workshop Grapevine 3-4
PJ Change Management Lab Overview & Settings Grapevine A
Importing Transaction into STO Lab San Antonio 5-6
PJ Change Management Lab Change Requests, Requests for Quote & Updating Job Estimate Grapevine A
Basic Microsoft® Excel Lab San Antonio 1-2
101 Ways to Use Custom Fields Grapevine 1
PJ Change Management Lab Contracts, Owner Change Orders & Updating Schedule of Values Grapevine A
Inquiry Designer Lab Ft. Worth 5-6
Basic Cash Management Ft. Worth 7
Error Correction for Property Management Austin 2-3
PJ Change Management Lab Commitments & Commitment Change Orders Grapevine A
Accounting Modules Tips & Tricks Ft. Worth 7
Cost-Based Billing Workflow Lab Ft. Worth 5-6
Year End Procedures Workshop San Antonio 5-6
Managing Custom Descriptions, Custom Fields, Reports Menu & Reports Grapevine A
14 10:30 AM – 12:00 PM
T & M Cost Plus Billing Lab Ft. Worth 5-6
Personalizing STO Desktop for Each Project Manager Lab Grapevine A
15 1:30 PM – 3:00 PM
AP Lien Waivers Grapevine 2
Using PJ Custom Logs to Replace Excel Lab Grapevine A
16 3:30 PM – 5:00 PM
Certified Payroll Grapevine 2
Creating Custom Reports for Your PJ Custom Log Grapevine A
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Intermediate Report Designer Workshop Grapevine 5-6
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Advanced Crystal Reports Lab Grapevine 3-4
Basic Financial Statements Lab Grapevine 5-6
Maximize Your Profits with Productivity Reports Lab Grapevine 3-4
Intermediate Financial Statements Lab Grapevine 5-6
Estimating
Estimating Database
Management Tools
Information Technology
Exhibitors
Estimating in Action Workshop San 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 Lab Grapevine 3-4
Working with .pdf Files Grapevine 2
Material Management Software Recieving & Importing Invoices and Purchase Orders Made Simple San Antonio 4
Document Management Across all Modules Grapevine 2
Standards for Employee Access Roundtable Austin 2-3
Textura Construction Payment Management - The Benefits are Real! San Antonio 4
Paperless Office Rountable Grapevine 2
Service Management Roundtable Austin 2-3
About Time Technologies San Antonio 3
Estimating Database Conversion Ft. Worth 7
Risk Management Roundtable Grapevine 2
Disaster Recovery Roundtable Austin 2-3
Piracle What’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 Formulas Grapevine 2
Basic Microsoft® Access Lab San Antonio 1-2
Security Administration of STO San Antonio 4
JumpStart Wireless Damn the Paper, Full Speed Ahead! San Antonio 3
Using Work Breakdown Structures (WBS) to Organize Estimates & Reports Ft. Worth 7
Estimating Formulas Lab Ft. Worth 5-6
Innovative Software Design MyAssistant - Alerts, Auditing & Document Distribution for Sage Timberline Office San Antonio 3
Core Associates TimberScan, the Paperless AP Approval Process for Timberline Grapevine 2
What’s New for Sage Timberline Office San Antonio 4
Construction Imaging Extend the Productivity of Sage Timberline Office San Antonio 3
Anterra Technology Dashboards, Scorecards & SQL database for SAGE Timberline Office –BREAKTHROUGH TECHNOLOGY! Austin 2-3
Assemblies Grapevine 2
How to Use Microsoft® Access with Timberline Lab San Antonio 1-2
Estimating Reports Ft. Worth 7
Assemblies Lab San Antonio 1-2
Using Default Inquiries Effectively Grapevine 1
Top Ten IT Trends San Antonio 4
Basic Takeoff Lab San Antonio 1-2
ODBC for Estimating Open Database Connectivity Grapevine 2
Publishing Timberline Data Using Microsoft® SharePoint San Antonio 3
What the Heck is “Cloud?” San Antonio 4
BIM Lecture Grapevine 2
ODBC for Estimating Lab San Antonio 5-6
ODBC for Estimating Lab Using Microsoft® Outlook Austin 2-3
Using a Intranet Roundtable San Antonio 3
BIM Lab San Antonio 5-6
Crystal Reports for Estimating Ft. Worth 7
Intermediate Microsoft® Excel Lab San Antonio 1-2
Managing Operating Costs with Technology Grapevine 2
About Time Technologies San Antonio 4
Estimating Roundtable Grapevine 2
Crystal Reports for Estimating Lab San Antonio 5-6
Developing an IT Policy Manual San Antonio 4
Sage Timberline Enterprise (STE) for the Service Industry San Antonio 3
Estimating Tips & Tricks Grapevine 2
Estimating Database Management San Antonio 4
Explorer & EOS Explorer Extended San Antonio 4 Creating an Estimating RFI & Change Requests San Antonio 4
Event 1 Software Introduction to Excel-Based Reporting Using Office Connector Lab Grapevine 3-4
IT Administration of STO San Antonio 4
Using Work Breakdown Structures (WBS) to Organize Estimates & Reports Lab Ft. Worth 5-6
Expert Automation Using ODBC & Visual Basic Lab San Antonio 1-2
Exhibitors
Sage Timberline Enterprise (STE) an Overview Ft. Worth 7
Construction Imaging Integrate Field Operations with the Corporate Back Office Ft. Worth 7 Core Associates TimberScan, the Paperless AP Approval Process for Timberline San Antonio 3
IT Investments Case Study on Your ROI San Antonio 3
E10 Update San Antonio 4
Utilizing Virtual Servers Roundtable San Antonio 3
Models Estimating Lab Ft. Worth 5-6
Getting the Most Out of Support TUGweb, Sage Portal, Business Partners San Antonio 3
= WORKSHOP/ LAB www.TUGweb.com
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2011 TUG National Users Conference & Workshops • April 26-29, 2011
Additional Information Sage 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: • Jon Witty, General Manager • Carol Vega, Vice President, Support • Dennis Stejskal, Vice President, Product Management • Rich Rudolph, Vice President, Sales and Service
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 INFORMATION CPA 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.
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