1:45-3:00 PM Breakout Sessions I See following pages for session options and descriptions

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1 KNOXVILLE, TN JUNE 15-17, 2016

2 Agenda Wednesday, June 15, :00-10:00 PM Sunsphere Opening Reception at the Sunsphere Enjoy drinks and hors d oeuvres as you get acquainted with your colleagues before settling in for the conference. Thursday, June 16, :00-8:30 AM Registration & Breakfast 8:30-9:00 AM Opening Address John Platillero, CEO and Founder Steve Mackenzie, President 9:00-9:15 AM Getting the Most From EB Live 9:15-9:30 AM Break 9:30-11:00 AM Interactive Roundtables Join a group of fellow EB users working together to solve various event scenarios that may be out of your comfort zone! EB power users Mike Cronin of The Sanford Center (Bemidji, MN) and Jeremy Pierce of Irving Convention Center (Irving, TX) will weigh in with their input on your team s solutions. 11:00-11:15 AM Break 11:15 AM-12:00 PM Steve Mackenzie: Trends in Venue Technology 12:00-1:30 PM Lunch and a Chat with John 1:45-3:00 PM Breakout Sessions I See following pages for session options and descriptions 3:00-3:15 PM Break 3:15-5:00 PM Breakout Sessions II See following pages for session options and descriptions 5:15 PM Explore Knoxville Tour the Historic Bijou Theatre, and stay for drinks and dinner at the Bistro at the Bijou. Visit for menu and pricing.

3 Friday, June 17, :00-8:30 AM Breakfast 8:30-10:10 AM Breakout Sessions III See following pages for session options and descriptions 10:10-10:25 AM Break 10:25 11:30 PM Breakout Sessions IV See following pages for session options and descriptions 11:30 AM 12:00 PM Closing/Future Vision of EB with John and Steve 1:00 PM BBQ lunch at the EB Offices Van shuttles to the EB Office are available 2:00-5:00 PM One-on-one trainings and consultations

4 Time Breakout Sessions I Thursday 1:45-3:00 PM Learning Optimizing Electives 1:45 Essential Information: Event Families, Status, and the Conflict Checker In the Know: Knowing Who Did What When Through Alerts & History Presets What Goes Where: Overview of the Resource Module 2:20 Strategies for Booking Events Tracking ALL the Things: Capture Everything Your Team Needs to Know Overview of the Invoicing Module Private Events: Right of First Refusal vs. Targeted Selection Time Breakout Sessions II Thursday 3:15-5:00 PM Learning Optimizing Electives 3:15 More than a Rolodex: Transforming your Address Book into a CRM Personalizing Your Calendar: Calendar Settings Fundamental What s the Problem? Troubleshooting Issues With Your EB Account With Great Power Comes Great Responsibility: What You Can Do as an Account Admin An Artist s Perspective: Dealing with Booking Agents and Artist Management 3:50 Personalizing Your Calendar: Advanced Calendar Settings & Sharing 4:25 Tour of the Event Details Page Report Fundamentals: Generating Reports and Canned Reports Tracking ALL the Things: Capture Everything Your Team Needs to Know Falling Through the Cracks: Using Activities, Journals, and Timelines Taking Inventory: Building your Resources Library (one hour session) Social Media Communications

5 Time Breakout Sessions III Friday 8:30-10:10 AM Learning Optimizing Electives 8:30 Type it Once: Publishing Event Information to Your Website 9:05 Managing Holds & Groups of Related Events Permissions & Profiles Advanced Reports: Building and Customizing Your Own Reports (one hour session) International Business Do s and Don ts VR for Marketing 9:40 Colors & Icons: EB for the Visual Home Sweet Home: Turning your Homepage into a Dashboard What s the Problem? Troubleshooting Issues With Your EB Account Time Breakout Sessions IV Friday 10:25-11:30 AM Learning Optimizing Electives 10:25 Report Fundamentals: Generating Reports and Canned Reports 11:00 Workflow Hacks: Tips and Tricks to Save you Time In the Know: Knowing Who Did What When Through Alerts & History Presets Type it Once: Publishing Event Information to Your Website Advanced Account Customization (one hour session) Venue Safety and Security

6 Session Descriptions Learning Track Colors & Icons: EB for the Visual For those who like to make their page pretty. Session Time: Friday 9:40am Essential Information: Event Families, Status, and the Conflict Checker Learn the fundamental concepts behind EventBooking s powerful and versatile calendar including how events are structured, how holds are organized, and how booking conflicts avoided. Session Time: Thursday 1:45pm Managing Holds & Groups of Related Events If you have groups of related or repeating events including sports seasons, groups of holds, weekly meetings, etc. instead of clicking event to event, save yourself valuable time by using our mass edit and event bin features! Session Time: Friday 9:05am Related Sessions: Strategies for Booking Events More Than a Rolodex: Transforming your Address Book into a CRM Your EB address book can be more than a name and a phone number. Learn how to organize your contacts, capture additional information about your accounts, do filtered searches, create to-do s for your accounts, and more! Session Time: Thursday 3:15pm Personalizing Your Calendar: Calendar Settings (Fundamental) Depending on your role, you might want to see different information than others on your team. For this session, we ll learn how to control what and how information is displayed on your calendar. Session Time: Thursday 3:15pm Related Session: Personalizing Your Calendar: Calendar Settings (Advanced) Personalizing Your Calendar: Calendar Settings (Advanced) During this session, we ll dive a little deeper into our calendar settings are learn to create shortcuts, create calendar views, and publish your calendar to third party calendar services. Session Time: Thursday 3:50pm Related Session: Personalizing Your Calendar: Calendar Settings (Fundamental) Report Fundamentals: Generating Reports and Canned Reports Learn where different reports are located, what their purpose is, and how to use them. Presenter: Alex Weygandt Session Time: Thursday 4:25pm and Friday 10:25am Related Session: Advanced Reports: Building and Customizing Your Own Reports Strategies for Booking Events Learn best practices for some of the most common booking scenarios and event types including concert holds, sports teams, large conventions, and private meetings. Session Time: Thursday 2:20pm Related Sessions: Managing Holds & Groups of Related Events Tour of the Event Details Page Familiarize yourself with the information we can capture for every event, how to make edits, and where to detail out your events. Session Time: Thursday 4:25pm Workflow Hacks: Tips and Tricks to Save You Time A grab bag of tricks that will save you time and elicit shock and awe. Session Time: Friday 11:00am

7 Optimizing Track Advanced Account Customization It s time to trick out your account! EB is an event database where you can capture all your event information, communicate across departments, and report on your event information - both current and historical. What do you wish you could do with your EB account? Where are your workflow and reporting pain points? Bring your wish list and we ll brainstorm solutions! This is a one hour session. Session Time: Friday 10:25am *one hour session* Related Sessions: Tracking ALL the Things: Capture Everything Your Team Needs to Know; Colors & Icons: EB for the Visual; Falling Through the Cracks: Using Activities, Journals, and Timelines Advanced Reports: Building and Customizing Your Own Reports Go beyond just running reports to creating your own! In this session we will discuss building reports - from choosing the format and data source to adding fields and setting output options. Bring your laptop and reports that you would like to build! This is a one hour session. Session Time: Friday 8:30am *one hour session* Related Sessions: Report Fundamentals: Generating Reports and Canned Reports Falling Through the Cracks: Using Activities, Journals, and Timelines Would you like to improve communication? Track deadlines, and make sure you have received those deposits and contracts? In this session you ll learn strategies to capture notes, create reminders for follow up, and track deadlines. Session Time: Thursday 4:25pm Home Sweet Home: Turning your Homepage into a Dashboard Would you like to see a high level overview of what is happening in your venue, see at-a-glance your requests for holds or confirmed events, or easily share information across your venue without cluttering everyone s inbox? You can do all that and more using the home page widgets in your EB account. Session Time: Friday 9:40am In the Know: Knowing Who Did What When Through Alerts & History Presets Stay informed about your EventBooking system via real time alerts and detailed history reports. /Brian Chia Session Time: Thursday 1:45pm and Friday 10:25am Overview of the Invoicing Module Learn about the EventBooking Invoicing Module, and extension of our Resources Module which allows you to generate estimates and invoices as well as track payments and deposits against event resources. Session Time: Thursday 2:20pm Related Sessions: What Goes Where: Overview of the Resource Module, Taking Inventory: Building your Resources Library Permissions & Profiles Learn to customize your venue s EventBooking users and adjust their access levels, including event permissions as well as sharing of notes, activities, and documents. Session Time: Friday 9:05am Related Session: With Great Power Comes Great Responsibility: What You Can Do as an Account Admin Taking Inventory: Building your Resources Library As a continuation of our Resources session, learn to configure your EventBooking resource library, including price schedules, entering items, managing sets and categories, and applying taxes and charges. This is a one hour session. Session Time: Thursday 3:50pm *one hour session* Related Sessions: What Goes Where: Overview of the Resource Module, Overview of the Invoicing Module Tracking ALL the Things: Capture Everything Your Team Needs to Know With custom fields and tags, EventBooking is able to capture information to be used by a variety of departments for both operational and reporting purposes. Session Time: Thursday 2:20pm and 3:50pm Related Session: Advanced Account Customization Type it Once: Publishing Event Information to Your Website Announce your event, and display the information on your web page and/or signage. Presenter: Alex Weygandt Session Time: Friday 8:30am and 11:00am

8 What Goes Where: Overview of the Resource Module An introduction to the EventBooking Resources Module, which allows you to manage a library of goods and services that can then be sold and/or allocated to events. Session Time: Thursday 1:45pm Related Sessions: Taking Inventory: Building your Resources Library, Overview of the Invoicing Module What s the Problem? Troubleshooting Issues with your EB Account Learn basic troubleshooting for common issues. Presenter: Alex Weygandt Session Time: Thursday 3:15pm and Friday 9:40am With Great Power Comes Great Responsibility: What You Can Do as an Account Admin Get an overview of the various features and tools accessible to EB system administrators. Session Time: Thursday 3:15pm Related Session: Permissions & Profiles Electives An Artist s Perspective: Dealing with Booking Agents and Artist Management Booking agents and artist managers are a special breed. James spent 10 years on the road with a band that was represented by CAA and managed by a number of different management companies. In this discussion he'll share the artist's perspective, and we'll have a group discussion concerning best practices when it comes to dealing with agents and managers via phone, , and in person. Presenter: James Trimble Session Time: Thursday 3:15pm Private Events: Right of First Refusal vs. Targeted Selection How do you handle rentals and private events: "First come - first serve" or "Yield management"? Join us for a lively discussion regarding the pro's and con's of each and the trends we are seeing in the market. Presenter: Evelyn Ingram Session Time: Thursday 2:20pm Social Media Communications Facebook, Twitter, Instagram and other Social Media platforms are now very much part of our everyday life whether we like it or not. This session explores some of the etiquette surrounding the use of these platforms, the use of hashtags and why it s important to understand more about this form of communication. Presenter: Steve Mackenzie Session Time: Thursday 4:25pm Venue Safety and Security How do we process recent events? What are we steps are we already taking to secure our buildings and protect our patrons? What is working? How do we instill a security mindset in our staff, especially part-time staff or volunteers? Where do we go from here? Presenter: Evelyn Ingram Session Time: Friday 10:25am Virtual Reality: it s fun, now how do I use it? By now, we ve all heard the buzz about Virtual Reality: Facebook and Google are both in the game. iheartradio and LiveNation have entered the space too. How can venues make use of this new technology experience that is about to explode? Come share the VR experience first-hand while we explore its practical uses. Presenter: Evelyn Ingram Session Time: Friday 9:05am International Business Do s and Don ts Do you travel overseas for business or deal with international clients? Or even if you travel just for pleasure, it s important to know some of the cultural differences so you can avoid offending someone! Presenter: Steve Mackenzie Session Time: Friday 8:30am