Customer Advisory Board Meeting Schedule

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1 Schedule Customer Advisory Board Meeting Schedule 7:00 AM Breakfast 8:00 AM State of irely Address 9:15 AM Session 1 10:45 AM Session 2 12:00 PM Lunch 12:45 PM Session 3 2:15 PM Session 4 3:45 PM Session 5 *NEW* 5:00 PM Closing Session 5:30 PM H orderves and Cocktail Hour 6:15 PM Dinner

2 Customer Advisory Board Meeting Schedule Breakout Sessions Available Session 1 Grain & Risk Management Store Motor Fuel Tax Inventory Ag Industry Specific Prepaids Session 2 Grain & Risk Management Usability Store Usability Payroll Inventory Petrolac Industry Specific General Financials Usability Session 3 Grain & Risk Management Transports Patronage Inventory Store Specific Sales Processing (AR/SO) Session 4 Grain & Risk Management Energy Trac and Tank Management AgWorks Dashboard Sales Processing Usability Session 5 Information Systems Card Fueling Payroll Financial Report Designer Usability

3 Customer Advisory Board Meeting Schedule Focus Usability Sessions Available *NEW* Please note seats are very limited and will be filled on a First Come, First Serve basis Session 1 Payroll Dashboard Tank Management Energy Trac Sales Processing Session 2 Dashboard Tank Management Energy Trac Prepaids Sales Processing Motor Fuel Tax Session 3 Dashboard Energy Trac General Financials Motor Fuel Tax Session 4 Prepaids Energy Trac Store Inventory Motor Fuel Tax Session 5 Dashboard Sales Processing Store Inventory Contracts Storage and Discount Schedules

4 Customer Advisory Board Meeting Schedule Breakout Session Details Grain and Risk Management i Grain Usability End to End Enter Contracts Price Basis Contracts Schedule Loads Dispatch Loads Generate Tickets Storage Tickets See the entire flow and how this impacts inventory and risk reports. Payroll 15.3 Update Usability Payroll Process Pay Groups Time Entry Conversion Mapping Information Systems IT Changes Review of Previous Session Topics Prepaids Enter a prepaid transaction in AP Customer prepaids will follow vendor prepiads closely Post a payment to a vendor prepaid review the open prepaid on the aging Review enhancements for ease of use.

5 Dashboard 15.3 Dashboard Update Usability - Build a Grid and a Chart Panel Patronage Review since last CAB on progress for i21. AgWorks Review since last CAB on progress for i21. Motor Fuel tax i21 Rewrite Conceptual changes Demo of current progress Next steps Adoption planning Transports i21 Review/Light Usability Transport Setup Enter Transport Loads Card Fueling i21 Review/Light Usability Card Fueling Enter Transactions i21 Upcoming Invoicing Network Integration Network Reconciliation

6 Energy Trac and Tank Management Demo TM/ET Orders in Trucks Tank Management Julian Calendar Summer Season Budgeting Store 15.3 C-Store Update Discuss i21 C-Store release schedule Customer submitted topics for discussion Store Usability Hands on review of i21 C-Store: o Pricebook Functions o Register Integration Please bring your laptop! Inventory Review i21 design of Physical Inventory Count Industry specific sessions Create items Receipts Shipment General Financials Usability Hands on review of Accounts Payable, Cash Management and General Ledger o Approval o Bill entry and payment o Bank deposit o Checkbook reconciliation o Follow transaction in GL Detail o Manual Journal Entry will be used in FRD Usability

7 Sales Processing Review Improvements made in 15.3 Review AR Process and Invoice Types Review SO Process Review Sales Quoting Review AR Reporting Review Pricing Methodology and Hierarchy Review Taxing Methodology and Hierarchy Sales Processing Usability Create Customer Create Item Create Sales Order (SO) SO to Invoice Process Create Invoice Receive Payments Run Customer Aging Report Financial Report Designer (FRD) Usability Create a financial statement from scratch Print group reports

Customer Advisory Board Meeting December 10, 2015

Customer Advisory Board Meeting December 10, 2015 Schedule 7:00 AM Registration & Breakfast 8:00 9:10 AM Opening Session: State of irely Address 9:15 10:15 AM General Session 1 OR 9:15 9:45 AM Mini Session 1 - A 9:50 10:20 AM Mini Session 2 - B 10:30

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