PRE-CONFERENCE ACTIVITIES OCTOBER 16 TUESDAY

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1 PRE-CONFERENCE ACTIVITIES OCTOBER 16 TUESDAY PRE-CONFERENCE TRAINING 7:00am - 8:00am Breakfast Hotel Pre-Function 8:00am - 11:00am ERP System Admin Sandy Sargent ERP SSRS Reports ERP WorkBenches 11:30am - 12:30pm Lunch 7:30am-8:30am 8:30am - 11:00am 11:00am - 11:30am Breakfast and Executive Summit Registration Executive Summit Lauren Saidel-Baker Break 12:00pm Transportation to Golf Outing Hotel Lobby EXECUTIVE SUMMIT Hotel Pre-Function 12:30pm 5:45pm Golf Tournament and Lunch Brown Deer Golf Tour GOLF 11:45am 1:45pm Transportation to Public Market, Lunch at 12:00pm Transportation to Art Museum, Tour at 2:00pm Hotel Lobby Public Market 2:00pm - 3:45pm Art Museum Tour Milwaukee Art Museum 3:45pm - 5:30pm Transportation to Third Space Brewery, Tour at 4:00pm TASTE OF MILWAUKEE TOUR Third Space Brewery CONFERENCE REGISTRATION & WELCOME RECEPTION 4:00-7:00pm Conference Registration Hotel Pre-Function 6:30-8:30pm Welcome Reception & Dinner

2 CONFERENCE DAY 1 OCTOBER 17 WEDNESDAY 7:00am -8:45am Breakfast Ballroom Pre-Function 7:00am -8:45am Registration Tribal Room 9:00am -9:45am 10:00am -10:50am Opening Session Wayne Wedell Overview of 9.10 and Introduction to 10 Jay Gentle & Chris Hayden Bar Coding & MDC with WorkWise ERP The Power of the Accounting Workbench Christine Griswold Designing s in OnContact & Patrick Jankowski Mapping Made Easy with OnContact Kevin Carney Woodland Dreams Ballroom 10:50am - 11:10am Break & Hotel Pre-Function 11:10am - 12:00pm OnContact Today and Tomorrow Jon Zimmerman, Russ Kahler & Karl Hessner Qualifying Leads From Your Website with OnContact Explore Bank Reconciliation Paul Davis ERP Product Configurator Overview Carol LeValley Dynamic Visual Scheduling in Action Mark Benning Exploring Return Material Authorization (RMA) Automate & Save with Avalara s Exemption Certificate and Tax Compliance Suite for WorkWise Jason Warren Dash s DDX WorkWise-integrated Document Management Overview Jim Van Hecke 12:00pm - 1:30pm Lunch 1:15pm - 1:30pm BYOD - Mobile DDX on your Tablet, Phone, PC or Mac

3 1:45pm - 2:35pm Migrating Your Implementation from On-Premise to the Cloud Carl Wysocki Shop Floor Tools and Skills Workbench Overview Harry Mosesian User Interface (UI) Customizer and Forms Designer in Jamie Voss Simple OnContact Screen Customization Jason Peterson & Karen Lyons Build Your Business Faster by Tackling 3 Key Sales Growth Challenges Nancy Bleeke Understanding ecommerce APIs Building Basic Searches in OnContact Patrick Jankowski & Idea to Output Jeff Setzer & co-presented with Roger Miller 2:35pm - 3:15pm Break 2:40pm -2:55pm 3:15pm-4:05pm Go Paperless: Document Management for Anything Queries and Search Capabilities of Business Metrics with Understanding Estimating in Integration with OnContact Roger Miller Advanced OnContact Searching Patrick Jankowski & Capacity Requirements Planning Overview Mac McHenry How to Eliminate the Paper Chase with Quality for WorkWise by unipoint Software Patty Marascuilo Securing Payment Data & Optimizing Cost Matt Dwyer & Nick Sepke 4:15pm - 4:30pm AP Automation 4:30pm - 5:30pm National Workwise ERP User Group Meeting Sales, Ted Winston & Martin Laporte OnContact Open Q&A Jon Zimmerman, Russ Kahler, Karl Hessner & Ray Lonnemann

4 CONFERENCE DAY 2 OCTOBER 18 THURSDAY 7:00am -8:45am Breakfast Pre-Function 8:30am - 9:20am 9:20am - 9:40am 9:25am - 9:40am 9:40am - 10:30am Engineering Workbench and SolidWorks Interface Mark Benning Real Time Alerts Jamie Voss Maximizing Your Use of The Procurement and Approval Workbenches Learn How to Import Data Using Our Newest OnContact Importing Tool Patrick Jankowski Manage OnContact Campaigns Customizing Dashboards in OnContact Ray Lonnemann Using the TRG EDI Connector With Chris Romans Break Form Recognition with DDX Automate Capture ERP Security and Customizing Workbenches Sandy Sargent ERP Quoting from Anywhere Substitute and Companion Parts in Exploring Production Dispatch and Reporting (PDR) OnContact Today and Tomorrow Jon Zimmerman, Russ Kahler & Karl Hessner Dash DDX User Group Meeting Jim Van Hecke & the Dash Team Using the Business Process Repository (BPR) to Document Your Processes Differences Between CRM 8 and CRM 10 Patrick Jankowski Developing A Winning Marketing Automation Strategy Sarah Kloth Progress Room 10:30am - 10:50am Break & Hotel Pre-Function

5 TIME 10:50am - 11:40am Lunch and Keynote Speaker 12:00pm - 2:00pm EVENT Overview of 9.10 and Introduction to 10 Jay Gentle & Chris Hayden Process Payments in Kristy Brooks Bridging the Digital and Physical Divide Tejas Nerurkar & Andrew Sloan Maintaining Your Data (Deduplication Features) Ray Lonnemann Analyzing the Effectiveness of Your OnContact Campaigns Russ Kahler ERP SSRS Reporting How OnContact Has Helped Coakley Brothers Track Sales Mary Edwards & Mark Klenz Keynote: Influence Greatness Kevin Ames LOCATION *Agenda is subject to change.