Download the agenda and session descriptions. 

September 8

6 pm - 9 pm: Fat Fish Blue restaurant and comedy club

September 9

8:00 am - 8:45 am: Registration/Continental Breakfast

8:45 am - 10:30 am: General Session

·  Aktion Associates: Our Commitment To You - Steve Handly, Aktion Associates

·  State of Sage Timberline – Sage Executives

·  Sage Timberline Office Accounting Roadmap – Sage Executives

·  Sage Timberline Office Estimating Roadmap - Aaron Jost, Sage

·  Sage Timberline Enterprise Overview - Stephen Drew, Sage

10:30 am – 11:00 am: Sage Development Partner Technology Showcase

11:00 am – noon: SESSION 1

Accounting Track- Monthly Closings and Reconciliations Part 1 of 2: These sessions will walk you through monthly closing and reconciliations.  Sage Desktop has several new tools to make this process smoother.  See how you can save valuable time performing these necessary processes.

Estimating Track - Digital Takeoff - Today and Tomorrow: See how “old school” estimators can easily adopt 2D takeoff tools and link these quantities to estimates saving time and improving accuracy.  We’ll also jump into the 3D world of BIM (“Building Information Modeling”) and see how design and estimating items can be linked together using Timberline and Autodesk QTO.

Project Manager Track – Managing Subcontractors and Invitation to Bid: See how Timberline Project Management and Address Book can be extremely useful in managing subcontractors and invitation to bid on projects.  There is more power in these modules than most users realize.

Property Management Track - Service Management for Property Managers: Learn how Timberline’s Service Management module facilitates maintenance and repairs for property owners/managers.  Tracking equipment and scheduling preventive maintenance can save time and money.

Sage Timberline Enterprise (STE)- Product Demonstration: This is your opportunity to learn about Sage's next generation business management solution developed especially for Contractors. Built on a high performance and secure Microsoft SQL platform, Sage Timberline Enterprise integrates your accounting, operations, estimating, and service management processes so you can maximize your company’s productivity and have greater visibility into your business. Dispatchers can check inventory and order parts from their dispatch board. Project managers can see responses to RFIs, transmittals and submittals. Accounting staff can set up jobs simply by selecting from a list of estimates. This is the solution that will revolutionize your business. Sage STE developers will deliver this must-see presentation. Owners, CFOs, accounting personnel, service and project managers will benefit by attending this presentation.

Productivity & Technology Track - Mobile Technologies & Data Mining: This session will focus on the tools available to better manage data from the field. You'll see several products that seamlessly integrate with Sage Timberline Office and Sage Timberline Enterprise, giving you and your service personnel access to valuable information, including management of work orders, trips, and activities using the Internet, iPhone and iPad technologies. Employees can even submit their time from a remote location using these technologies, allowing you real-time access to project costs. And, we'll show how these products use GPS to help firms manage and dispatch their fleet more efficiently. You will also see innovative tools from Textura for on-line payment management and collaboration with owners and contractors, including a robust pre-qualification process.

 Noon – 1:30 pm:  Lunch/Presentations

· Technology & The Executive - Scott Irwin, President, Aktion Associates

· Development Partners

1:30 pm – 1:45 pm: Break

1:45 pm – 2:45 pm: SESSION 2

Accounting Track- Monthly Closings and Reconciliations Part 2 of 2: These sessions will walk you through monthly closing and reconciliations.  Sage Desktop has several new tools to make this process smoother.  See how you can save valuable time performing these necessary processes.

Estimating Track - Product Road Map: This session begins by reviewing the key improvements made to Timberline Estimating in the last couple years and then launches into a preview of Estimating version 10 (available in 2011) that includes a completely new user-friendly look and feel.

Project Manager Track – Utilizing Field Reports - Just What the Superintendent Ordered: Timberline Project Management’s Field Reports are specifically designed for the superintendent to track daily activity on the job site including payroll time entries, subcontractors, material deliveries, and much more. 

Property Management Track - Best Practices for CAM Reconciliation:  Common area maintenance (CAM) costs are difficult to manage and ensuring each tenant is accurately charged the correct amount can be a challenge.  This session is designed to give you best practices for reconciling CAM charges to tenants.

Aktion Managed Services/Application Hosting -  Are you aware that Aktion has an IT Services Division? This business unit provides a wide range of networking infrastructure services including Timberline Application Hosting, Off-site Backup Services, Network Monitoring for pro-active and break-fix services as well as Network and Security assessments.  If you are experiencing network issues, looking to upgrade your infrastructure or completely outsource your IT, Aktion Associates can help.

Productivity & Technology Track - Business Rules & Excel Reporting Featuring MyAssistant and Event1: You will learn about Office Connector and MyAssistant. Office Connector is a powerful reporting add-in for Microsoft Excel. With Office Connector, Excel becomes an interactive reporting tool that connects directly to your company databases. Leveraging what you already know about Excel, we will show you how you can use your company data in combination with Excel's robust features to deliver advanced - and valuable - business reporting. A demo of Office Connector Product Suite will show how you can transform your reports into intelligent, time-saving tools for GL budgeting, progress reports, time sheets and more. You will also see an in-depth overview of Office Connector Starter for Sage Timberline Office 9.7, the exclusive version created for Sage by Event1 Software. 

MyAssistant improves communication, reduces errors, and increases productivity. Designed specifically for Sage Timberline Office, MyAssistant proactively identifies what needs to be done, determines who needs to be informed, and automatically performs the task. MyAssistant delivers essential information, when it’s needed.  It can:

• Request insurance certificates

• Remind customers of delinquent invoices

• Generate and distribute reports

• Alert operations of over budget cost codes

• Notify managers of expiring leases

• Audit Timberline processes

2:45 pm – 3:00 pm: Break

3:00 pm – 3:30 pm: Sage Development Partner Technology Showcase

3:30 pm – 4:30 pm: SESSION 3

Accounting Track- Gaining Efficiencies Using Sage Desktop: Since the introduction of Sage Desktop, several enhancements have been made that makes this tool almost impossible to live without.  Sage has several functions that can only be found using Desktop.  Managing security and workflow are two of these useful functions.

Estimating Track - Estimating Report: Easy Tips to Create a Great Report: See how the reporting function in Timberline can be modified so you get professional looking reports.  Then save these updates to create your own library of estimate reports.  A great session for beginning and advanced users.

Project Manager Track – Best Practices for Change Management: Managing change orders, both upstream to owners and downstream to subcontractors, can be a headache and costly when not managed properly.  See how to get a handle on your project changes, eliminating the Tylenol and saving money. 

Property Management Track - Archiving Leases & Properties, PM Tips & Tricks:  Sage Timberline recently added the ability to archive leases and properties.  In this session you will learn best practices for archiving leases when tenants move out as well as archiving properties after they are sold. 

Sage Timberline Enterprise (STE)- Product Demonstration: This is your opportunity to learn about Sage's next generation business management solution developed especially for Contractors. Built on a high performance and secure Microsoft SQL platform, Sage Timberline Enterprise integrates your accounting, operations, estimating, and service management processes so you can maximize your company’s productivity and have greater visibility into your business. Dispatchers can check inventory and order parts from their dispatch board. Project managers can see responses to RFIs, transmittals and submittals. Accounting staff can set up jobs simply by selecting from a list of estimates. This is the solution that will revolutionize your business. Sage STE developers will deliver this must-see presentation. Owners, CFOs, accounting personnel, service and project managers will benefit by attending this presentation.

Productivity & Technology Track - The Paperless Office Featuring Timberscan and Document Management: Isn't it time to stop wasting time - and money - on filing, storing and retrieving hard copy documents? This session will feature Timberscan and Document Management, two solutions that give you the best automated invoice approval and document imaging processes available today.  

To register for the sessions you want to attend, go to Aktion Sage Timberline Customer Conference Registration. 

Return to Aktion Sage Timberline Customer Conference home page.