19-22 M AY. complete conference guide THE ADVANTAGE CONFERENCE ORLANDO FLORIDA. The Advantage Conference May 19-22, 2013 Orlando, FL

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1 communication collaboration clarity complete conference guide M AY THE ADVANTAGE CONFERENCE ORLANDO FLORIDA

2 First blue. Now sapphire. Our industry is rapidly evolving.all things digital, data is driving results, clients expect more for less, commanding greater ROI, more to manage with fewer employees. Industry Leaders and Advantage unite to respond Advantage is responding empowering agencies to take control of operations by centralizing and integrating every agency department! Agencies are successfully optimizing every process using new and innovative software applications that address the challenges of today. Now sapphire takes automation a step further! Sapphire builds upon the blue platform with even easier-to-use applications re-written using the great new blue look and feel along with enhanced features in all areas. From communication and collaboration on workflow, to critical reports and metrics on productivity and profits, sapphire brings clarity and accountability to every aspect of your business. Join us at the Advantage Conference where you ll increase your knowledge of both blue and sapphire and learn how to optimize your business using the software that you helped design! Communication Collaboration Clarity Effective communication and user experience define responsiveness. Learn how optimizing Advantage to communicate better can increase agency performance. Today, zero tolerance to errors or missed deadlines is the norm; ineffective communication causes irreparable harm to your business and your reputation. Project management, financial management and media rely on centralized data to facilitate the cohesive collaboration crucial to successful decision making. Fragmented teams and departments using data disbursed across multiple systems will leave your clients caught in the crossfire. Sapphire provides the ultimate centralization and collaboration tools that connect people in and outside your organization, adding more value to the information everyone needs. Clarity of information defines expectations and accountability. Providing quick, accurate access to information on project status, budgets and your agency s financial position accelerates decision-making. Process integration and automation allows information to flow like a crystal blue river! Sapphire provides timely information you can trust to make important business decisions daily.

3 world premiere. may 19-22, 2013 Advantage is evolving, thanks to you. Are you using all that it has to offer? Advantage is an integrated enterprise-level system designed with your input. Sapphire adds many new features you ve been asking for and focuses on providing the information you need in the formats you require. At the 2013 conference, you ll see the benefits of centralizing and integrating every department in your agency by fully implementing Advantage. You ll learn about the tools available to analyze the decision-making information that will become available as a result. Advantage makes it easy to achieve your goals and we ll help you kick-off the effort with three intense days of learning! Network with your peers Network with hundreds of agency peers, who share similar needs and goals. Collaborating with agencies spanning North America representing numerous agency roles is one of the most valuable benefits of the conference. Industry leaders share their experiences on relevant topics, all geared toward promoting individual and agency development. Guest Speakers Gain insights from leading industry experts by learning from their priceless experience. Hear firsthand how agencies are reshaping their internal operations and the tools they use to respond to the external forces driving our business. They ll help you uncover the skills necessary to survive today s demands and help shape your culture to invite needed change. These are interactive sessions with Q&A. Bring your thoughts and be ready to share and ask questions for all to hear and learn from. Who should attend? YOU! Advantage users are comprised of all levels in the agency. We encourage you to attend to learn about tools and methods available to greatly improve productivity, efficiency and profitability. Come network with other agencies and associates in the same roles, and discover ways to be more valuable to your clients. There will be topical content for every discipline in the agency. Whether you are new to blue, preparing for blue, or want to be the first on sapphire, you ll leave the conference with all the information you need to take the next steps!

4 Events Schedule Sunday, May 19 3:00 PM to 6:00 PM REGISTRATION 6:00 PM to 7:30 PM WELCOME RECEPTION Monday, May 20 7:30 AM to 8:30 AM BREAKFAST GENERAL SESSIONS 8:30 AM to 8:45 AM WELCOME / CONFERENCE OVERVIEW 8:45 AM to 9:45 AM KEYNOTE SPEAKER Nancy Hill, CEO 4A s What is happening in the industry? Reengineering your agency...success and failures. Big ideas, key investments advancing agencies. 9:45 AM to 10:15 AM BREAK 10:15 AM to 11:15 AM ADVANTAGE SAPPHIRE See what sapphire is all about and how it will help your agency build-on and improve the automation you already have in place. We ll present an overview of sapphire s key features including new developments in Media, Accounting, Billing, Client Management and CRM, and all the new Reporting tools! We ll also cover the resources and support tools available to provide you with the services you need, when you need them. 11:15 AM to 12:00 PM PROJECT MANAGEMENT MATTERS Catherine McIntyre-Velky Keys to success in project management. In dynamic organizations, project management is not a department or cost center but the central hub, integrated throughout all workflow. Catherine McIntyre- Velky, Founder and President, McVelky Consulting and Founder and Principal, ADEPT Creative Project Management will share case study examples of agencies who have developed a culture to embrace project management. You ll hear the potential results your agency can achieve by aligning roles, adapting procedures, utilizing the tools available to all of us. 12:00 PM to 1:30 PM LUNCH 1:30 PM to 2:45 PM END HERE, START THERE! What type of information do you need to run your business? What should an automated system provide you with in the final analysis? And what is the success of the single system? During this session, we ll look at the ultimate results and the benefits to be gained by using blue and sapphire to automate key processes in every agency discipline, and then our break-out sessions will show you where to start!

5 Events Schedule Monday, May 20 cont d. 2:45 PM to 3:15 PM BREAK 3:15 PM to 4:30 PM BREAKOUT SESSIONS uclient MANAGEMENT & CRM - START HERE! New CRM tools allow you to track your progress and report on the results. New business client management Client contacts Opportunities and contracts Scheduled activities Alerts, documents Client activity monitor & reporting uaccounting ESSENTIALS - START HERE! Learn about the settings and options that affect how you use the system. We ll highlight the requirements and optional settings that can make a difference in the final results. Security Agency options Agency builder General maintenance uproject MANAGEMENT - START HERE! Automating project management relies on your ability to understand your own processes and create an implementation plan, so that s where we ll begin. Learn how to establish your procedures and create a plan to automate Setting up for success a simple explanation of all settings to get you started now My Webvantage creating workspaces for every role uall NEW MEDIA PLANNING TOOL - START HERE! Be the first to see the new media planning tool developed completely based on your feedback. New application features include: Ability to create media plans for all media types Generate flow charts and other client-facing reports Electronically provide all information utechnology - START HERE! We ll cover technology changes that have occurred since our last meeting. These exciting new changes include Advantage, Windows, SQL Server, virtualization, cloud computing among other items. We ll explore how these changes will have an impact on you and Advantage. 6:00 PM to 9:00 PM NETWORKING & COCKTAILS

6 Events Schedule Tuesday, May 21 7:00 AM to 8:30 AM BREAKFAST 8:30 AM to 9:45 AM BREAKOUT SESSIONS uclient CONTRACTS, BUDGETING & FORECASTING Store contract data and manage the results with these important tools: Client maintenance and contracts Entering budgets, comparing to reality, and seeing the results Understanding forecasted data options Comparison reporting uaccounting TOOLS TO SIMPLIFY AND IMPROVE! Simplify and optimize the work you do, starting with daily processes. During this session, we ll train you on how to use these new tools to become more efficient immediately. All new accounts payable and related applications Managing expense reports Importing data uproject MANAGEMENT & RESOURCE MANAGEMENT Learn how to use the tools and options to quickly and accurately establish timelines and assign resources. Understanding the options Creating project schedules Calculating schedules Assigning resources umedia BUYING IN ADVANTAGE Learn how to use existing and new media buying tools which are fully integrated with planning. Create orders from plans Import from other systems Newspaper, direct mail media, internet ordering and special features Learn to customize orders, automatically them to vendors, use global edit, and more. udeployment AND BEST PRACTICES Scott Byrnes from The Advantage Software Company will discuss optimal deployment scenarios and best practices when running the Advantage software to maximize system performance and technology ROI. 9:45 AM to 10:15 AM BREAK

7 Events Schedule Tuesday, May 21 cont d 10:15 AM to 11:30 AM BREAKOUT SESSIONS umanaging FEES AND RETAINERS Most agencies manage fees manually, but Advantage can automate the entire process and involve key staff members. Learn how during this session. Service fee types and other settings Clearly display successes (and failures) Reconciliation report (user defined report options) Service fee workspace objects unew BILLING COMMAND CENTER FEATURES Learn how to use all the latest features that further refine how you process billing to meet your needs and please your clients. Coop billing New tax options Invoicing Related billing and gross income reports and dashboards uschedule EXECUTION: GETTING EVERYONE INVOLVED See how easy it is to keep staff members informed and in the loop while optimizing efficiency and productivity. Assigning tasks Using alerts Task lists and other important tools Calendar and appointments Using bookmarks Entering time uvendor INVOICE APPROVAL & RECONCILIATION BEST PRACTICES Approval alerts and communication Approving discrepant orders Understanding accrued liability Benefits of using the payment manager umanaging IT: SEPARATE OFFICES AND SYSTEMS We ll discuss managing IT across multiple offices and how to utilize technology to maximize security, productivity and costs. 11:30 AM to 1:00 PM LUNCH

8 Events Schedule Tuesday, May 21 cont d 1:00 PM to 2:15 PM BREAKOUT SESSIONS uempowerment Glenn Towle Empowerment is a cultural mindset. Agency principals can benefit by encouraging and building leadership strengths in their operations team. Glenn Towle, Founder, Momentum Agency Management Advisors will discuss how rewarding initiative can pay off for your agency. uinvoices! Client invoicing offers even more editing and time-saving features than before. We ll teach you how to create, deliver, and store client invoices with maximum flexibility and minimal effort. Invoice design Automatic delivery Integration with the document manager umanaging THE SCHEDULE, MONITORING RESOURCES, AND ANALYZING RISKS Job predecessors Gantt view Multi view processing Calendar and timeline Project viewpoint Workload analysis Quote vs. actual Risk analysis ureporting ON THE RESULTS: MEDIA Learn how to report on and analyze the results of the media information you process in Advantage. Media time against commissions Plan to purchase Plan to purchase to actual/variance Purchase to actual Variance to digital Why is there a variance? u3-2-1 VIRTUALIZATION We ll discuss options and solutions for virtualizing your enterprise. The benefits and disadvantages of virtualizing your systems will also be covered. 2:15 PM to 2:45 PM BREAK

9 Events Schedule Tuesday, May 21 cont d 2:45 PM to 4:15 PM BREAKOUT SESSIONS umanagement TOOLS: ANALYZING THE RESULTS Gain an understanding of the latest tools Advantage has available to effectively manage the most critical elements of your agency s financial health. Client and job income analysis, profitability, and alerts Employee time management The executive dashboard ugeneral LEDGER: PIVOT GRID REPORT WRITER See the new General Ledger Pivot Grid Report Writer and learn how to use other finance & accounting-related reports and tools. uestimating & PURCHASE ORDERS Estimate more accurately using the information you have, and learn how to automate the estimating and purchasing processes. Estimate from history or the established schedule Manage multiple quotes and revisions Vendor quote requests Purchase orders and integration with estimates Estimate and purchase order printing and delivery ualert ASSIGNMENTS & TO DO S Learn how to set up and make the most of this revolutionary feature designed to simplify schedules, improve communications, and automate time entry and tracking for every department! Regardless of your agency discipline, you ll discover the uses of Alert Assignments and how they can be used to connect and integrate your entire company. utechnology DISCUSSION PANEL Topics for this session will be determined by you. We will be soliciting input from you for your preferred topics. The top five topics recommended by you will be discussed.

10 Wednesday, May 22 7:00 AM to 8:30 AM BREAKFAST (CONTINENTAL) GENERAL SESSIONS 8:30 AM to 9:00 AM REFLECTIONS, CLOSING & PRIZES 9:00 AM to 10:30 AM THE REPORT WRITERS Too early in the morning? No! We ll show you just how easy the report writer can be. We ll cover the Dynamic Report and the Advanced Report Writers and all the latest developments in this session! We ll focus on general usage and tools with samples from various data sets. 10:30 AM to 11:00 AM BREAK 11:00 AM to 12:00 PM BREAKOUT SESSIONS uagency LEADER Q & A Come listen and participate in an open discussion about issues facing senior management. Consultants and senior agency personnel will lead and manage the discussion. uaccounting & FINANCE Q & A We ll answer your questions while you network with other accounting professionals on topics related to best practices and use of Advantage to solve problems. uproject MANAGEMENT Q & A We ll answer your questions while you network with other project management professionals on topics related to best practices and use of Advantage to solve problems. umedia WORKSHOP We ll discuss the new features covered during the conference and gather your feedback and input. We ll also answer your questions while you network with other media professionals. utechnology NETWORKING An open discussion on Technology issues. Moderators: Advantage Staff and Jeremy Williams of Richter7.

11 Registration Information Users Group Membership is required. If your agency is currently not a member of the Users Group and you would like to join, the annual fee is $ You can register online by clicking this link: TASC Users Group Member Registration. For more information regarding Users Group Membership contact Louis Bergmann at lbergmann@moroch.com. As a member of the TASC Users Group any number of employees in your agency may attend the annual Advantage Conference and register for the discussion board. Conference rate is $ per person if registration and payment is received by the early bird date of March 31, 2013 and $ per person if received after March 31, The conference rate includes welcoming reception, meals - (3) breakfasts, (2) lunches, (1) special networking reception and all breaks and sessions. It does not include hotel and transportation. Register for the conference now. Cancellation policy allows for a full refund if requested 30 days prior to the start of the conference (April 19, 2013). There will be no refunds after this date. However, another member of your agency can attend in your place. Contact John Mendrin by at john.mendrin@gotoadvantage.com or phone ext. 515 with any questions you may have regarding the conference. Hotel Information Back by popular demand, Loews Portofino Bay Hotel at Universal Orlando Resort will be the site of our 2013 Advantage Conference. You ll enjoy AAA Four Diamond Award winning accommodations, amenities, plus exclusive resort benefits. Click for Hotel Registration & Info or contact the hotel directly at (866) To ensure you get the negotiated group rate identify yourself as an attendee with Advantage Software when you make your hotel reservation.

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