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Advance Conference Guide

May 11–14, 2009 | Gaylord Opryland Resort


and Convention Center | Nashville

Registration opens February 26.


Register by March 12 and save $200.
Or qualify for the group rate and save $300 per attendee!

Details inside.

Start planning today. Insights 2009 offers the opportunity to:

• Expand your knowledge with content enriched sessions


• Discover best practices to help you thrive in a tough economy
• Meet Sage leaders
• Strategize for the year ahead
• Connect with the movers and shakers in the Sage partner community

www.SageInsightsConference.com
Contents

Welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Conference at a Glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5

The “networking” opportunity. . . . . . . . . . . . . . . . . . . . . . . . . . 6


First-Timer Welcome Luncheon. . . . . . . . . . . . . . . . . . . . . . . . . 6
Business Solution Meet and Greet Receptions. . . . . . . . . . . . . . . . . . 6
Wireless Networking Lounge. . . . . . . . . . . . . . . . . . . . . . . . . . . 6

The “innovation” opportunity . . . . . . . . . . . . . . . . . . . . . . . . . . 7


The Ultimate Business-Expanding Event. . . . . . . . . . . . . . . . . . . . . 7
Trade Show. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

The “knowledge building” opportunity. . . . . . . . . . . . . . . . . . . . 8-9


Product-Focused Learning Tracks. . . . . . . . . . . . . . . . . . . . . . . . 8
Business Building Learning Tracks. . . . . . . . . . . . . . . . . . . . . . . . 8
Pre-Conference Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

The “hear what’s new” opportunity. . . . . . . . . . . . . . . . . . . . 10-11


Executive Keynote. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Technology Keynote . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
General Manager Keynotes . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

The “recharge your batteries” opportunity. . . . . . . . . . . . . . . . . . 12


First Annual 5k Fun Run/Walk. . . . . . . . . . . . . . . . . . . . . . . . . . 12
Rockin’ Roadhouse Theme Party . . . . . . . . . . . . . . . . . . . . . . . . 12
Closing Luncheon With Cal Ripken, Jr.. . . . . . . . . . . . . . . . . . . . . 12

Gaylord Opryland Resort and


Convention Center

2 Insights | May 11-14, 2009 | Gaylord Opryland Resort and Convention Center | Nashville
Insights 2009 is the can’t-miss conference for times like these.

Dear Sage Business Partner:

It’s no surprise the economy is weighing on the minds of Sage partners. The real
surprises are the pockets of optimism and deal winning that partners continue to
experience even amidst the adversity. That’s what Insights 2009 is all about: coming
together to share ideas, discuss winning tactics, and identify opportunities that will
provide a clear strategy for how to succeed even in tough economic times.

5 reasons why attending Insights is more essential than ever:


1. Learn How to Adapt – Regardless of your job function, Insights will arm you with
ideas, knowledge, and perspectives that will help you become the change agent
you need to be so your organization can thrive in difficult times.

2. Strengthen Customer Service – Increasing product knowledge and skills for


customer-facing staff will improve service levels, prompting customers to spend
more and remain loyal to your company.

3. Restore Energy and Optimism – If the economic downturn has your team down
in the dumps, Insights is the place to restore confidence. The conference will draw
your people together, give them laser-like focus, and get your organization on the
bullet train to success.

4. Benefit From Expanded Content – We’re packing Insights with the types of
sessions you’ve been asking for. Hands-on labs. Bring your own laptop sessions.
Technical deep dives. Six role-based tracks. Insights has it all and more.

5. Accelerate the Arrival of Better Times – Organizations with a workforce that


has sharp, up-to-date skills and knowledge will be poised to prosper more quickly
when the economy turns for the better—as it always does.

There are infinite opportunities at Insights this year, but don’t forget the most
important one: the opportunity to contribute your own ideas to the conversation. We
look forward to seeing you at Insights 2009.

All the best,

Sue Swenson
CEO, Sage North America

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Conference at a Glance

7 a.m. 8 a.m. 9 a.m. 10 a.m. 11 a.m. 12 p.m. 1 p.m. 2 p.m. 3 p.m. 4 p.m. 5 p.m. 6 p.m. 7 p.m. 8 p.m.
SUNDAY

SUNDAY
May 10
Partner Registration
4:00 p.m. – 10:00 p.m.

Official Start of
1st Annual Fun Run/Walk Executive Keynote Business Solution
8:00 a.m. – 10:00 a.m. Insights 4:00 p.m. – 5:15 p.m. Meet and Greet
MONDAY

MONDAY
1:00 p.m. Receptions
5:30 p.m. – 6:30 p.m.

May 11 Breakout Sessions Welcome Reception and Trade Show


1:15 p.m. – 3:30 p.m. 6:30 p.m. – 9:00 p.m.

Partner Registration
8:00 a.m. – 8:00 p.m.

Breakfast Lunch and Trade Show


7:00 a.m. - 8:00 a.m. 12:00 p.m. - 2:00 p.m.

Technology Keynote GM Keynotes Breakout Breakout Sessions


TUESDAY

TUESDAY
8:00 a.m. – 9:15 a.m. 9:30 a.m. – 10:45 a.m. Sessions 2:15 p.m. – 5:00 p.m.
11:00 a.m. – 12:00 p.m.

May 12 Trade Show


11:00 a.m. – 8:00 p.m.

The Ultimate Business-Expanding Event


4:00 p.m. – 8:00 p.m.

Partner Registration
7:00 a.m. – 5:30 p.m.

Breakfast Lunch and Trade Show


7:00 a.m. - 8:00 a.m. 12:00 p.m. - 1:30 p.m.
WEDNESDAY

WEDNESDAY
Breakout Sessions Breakout Sessions Cocktail Reception and Trade Show
8:15 a.m. – 10:30 a.m. 1:30 p.m. – 4:45 p.m. 5:00 p.m. – 7:00 p.m.

May 13 Exclusive Trade Show and


Networking Break Rockin’ Roadhouse
10:30 a.m. – 12:00 p.m. Theme Party
7:30 p.m. – 11:30 p.m.
Partner Registration
7:00 a.m. – 5:30 p.m.

Breakfast
7:30 a.m. - 9:00 a.m.
THURSDAY

THURSDAY
Breakout Sessions Breakout Sessions Breakout
8:30 a.m. – 11:15 a.m. 1:30 p.m. – 3:00 p.m. Sessions
3:15 p.m. – 4:45 p.m.
May 14 Closing Luncheon with
Cal Ripken, Jr.
11:30 a.m. – 1:30 p.m.

Partner Registration
7:00 a.m. – 12:00 p.m.

7 a.m. 8 a.m. 9 a.m. 10 a.m. 11 a.m. 12 p.m. 1 p.m. 2 p.m. 3 p.m. 4 p.m. 5 p.m. 6 p.m. 7 p.m. 8 p.m.

4 Insights | May 11-14, 2009 | Gaylord Opryland Resort and Convention Center | Nashville R e g i s t e r o n l i n e a t : w w w. S a g e I n s i g h t s C o n f e r e n c e . c o m 5
The networking opportunity

There’s no substitute for face-to-face interaction. That’s why this year we’re
providing more opportunities than ever for you to connect with colleagues,
speakers, exhibitors, and Sage leaders.

This isn’t one of those conferences where you sit on your hands and listen to
gurus talk about things you could read by skimming their books. It’s just the
opposite. Everyone is involved. Insights participants don’t just discuss the issues;
they help develop strategies, move toward realistic solutions, tackle tough
questions, and forge mutually beneficial partnerships.

First-Timer Welcome Luncheon


Monday, May 11 | 11:30 a.m. – 1:00 p.m.

Will 2009 be your first time at Insights? You’re invited to attend a complimentary
orientation luncheon. This is a perfect opportunity to meet fellow first timers, new
partners and Sage employees. Learn tips on how to get the most out of your
time at the conference. RSVP on the online Insights conference registration form.
Seating is limited.

Business Solution Meet and Greet Receptions


Monday, May 11 | 5:30 p.m. – 6:30 p.m.

Get Insights started right with a night of good drinks, heavy appetizers, and smart
folks. The Meet and Greets are the perfect forum for engaging with the greater
Sage partner community. These annual receptions are grouped by product so you
can reconnect with colleagues, talk shop, and build new relationships more easily.

Wireless Networking Lounge


Open Daily

The Insights Wireless Networking Lounge is the place to relax, kick back with
colleagues, have a quick meeting, blow off steam, or check e-mail. Swing by this
complimentary wireless-enabled lounge whenever you need an escape from the
serious conference business or want a place to meet with connections away from
the hustle and bustle.

Make an Impact.
Become an Exhibitor or Sponsor.
Insights is your chance to:
• Generate new business leads
• Strengthen contacts with existing partners
• Position your company as a thought leader
• Build brand awareness

Contact Sarah Brush, Sage event manager,


at sarah.brush@sage.com

6 Insights | May 11-14, 2009 | Gaylord Opryland Resort and Convention Center | Nashville
The innovation opportunity

The Ultimate Business-Expanding Event


Tuesday, May 12 | 4:00 p.m. – 8:00 p.m.

Great Food. Business-Expanding Opportunities. Entertainment. Cocktails.


What more could you want in a business-expanding event? Raffle prizes? Fair
enough. We’ll have those, too. We’re holding this new business-expanding
event in the exhibit hall. C’mon down; it’s going to be a great opportunity to
learn the latest innovations from exhibitors and Sage employees.

Trade Show
NEW Extended Hours

The economy is tight and businesses are seeking out solutions that will help
them improve efficiency and reduce costs. The Insights 2009 trade show is
THE place to discover innovations from Sage, our development partners,
and other providers of add-on solutions. Walk the trade show floor and you’ll
be able to demo the latest advances, get hands-on experience with new
technologies, and get your questions answered by the experts. This year,
we’re adding extended trade show hours, giving you plenty of time to discover
solutions that will help you better serve your customers and prospects.

Welcome Reception and Trade Show


Monday, May 11 | 6:30 p.m. – 9:00 p.m.

Enjoy a preview of exhibitor technologies during our Insights Welcome


Reception at the end of the first day of the conference. It’s the perfect
opportunity to enjoy refreshments while being introduced to all the
innovations the trade show has to offer.

Exclusive Trade Show and Networking Break


Wednesday, May 13 | 10:30 a.m. – 12:00 p.m.

By Wednesday, your head might be spinning because you’ve absorbed so


much information. Don’t despair. We’ll take a break in the action so you
can meet with fellow attendees and exhibitors. Take this time to synthesize
everything, gather even more new ideas, explore the trade show, and
connect with team members to put together a plan for implementing ideas
when you return to the office.

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The knowledge building opportunity

Advance your product skills and knowledge in a stimulating, Reporting and Business Intelligence
collaborative environment. Build your schedule by choosing
from hundreds of expert-led, in-depth technical sessions and The system is only as good as the data it can provide
hands-on labs over the course of four days. Sessions are back to the customer so they can manage their business.
organized into the following learning tracks. This track will help you better access and view critical
business data.
Application Essentials Topics in this track may include:
This track is designed for attendees who provide training, • Report writing and design
consulting, or support services to clients. Sessions may • Importing and exporting data
also be applicable to sales consultants/engineers requiring a • Use of Business Intelligence applications
deeper understanding of the application.

Topics in this track may include: Technical (pre-requisites required)


• Setting up and processing in Sage applications This advanced track is for power users who provide
• Training on advanced features within the applications implementation, development, or technical support to
• Supporting applications and troubleshooting common clients. Sessions require existing knowledge of operating
application issues systems, networks, databases, or programming.
• Introductory courses on existing and/or new features in
the product Topics in this track may include:

• Product introductions and product overviews • Installing and configuring the software, including
environmental issues
• Development tools
Futures and What’s New
• Advanced troubleshooting related to data corruption,
Be informed on what’s new and on the horizon in the Sage networking, etc.
family of products. The “latest and greatest” is maybe
exactly what your customers have been waiting for to run Business Building
their business more effectively.
Whether your focus is sales, consulting, customer
Topics in this track may include: management, hiring and retaining new talent, managing the
• Roadmaps for the future of the product bottom line, setting the strategic vision for your company, or
• New products and applications all of the above, the Business Building Sessions at Insights
2009 will offer you the
• New features in recent releases
sound strategies and Business Building
• Product planning roundtables Learning Track
practical tools you need to
build sustainable success
Integration and Migration in your organization. You’ll
Consulting &
Customer Service

Gain the knowledge you need to identify solutions to come away from Insights
common and not-so-common customer challenges. Learn with examples, exercises, Sales Operations

about Sage products you may not currently be offering, and invaluable guidance to Leadership

integrated solutions, and third-party add-ons. not only stay ahead of the Management

competition and exceed Marketing People


Topics in this track may include: your sales goals, but also
• Third-party applications available foster a remarkable work Money

environment for your


• Complimentary Sage products
employees. Insights 2009 features a full slate of executive-
• Integration with Sage solutions and third-party applications focused sessions, panel discussions, and
roundtables covering six core business functions.
• Migration opportunities

8 Insights | May 11-14, 2009 | Gaylord Opryland Resort and Convention Center | Nashville
Hands-On Labs and BYOL (Bring Your Own Laptop) Labs

You won’t find a better way to absorb Sage product knowledge than
the Insights lab program. With dozens of hands-on sessions, you’ll
find more opportunities than ever to touch, feel, and experience Sage
solutions. Computers will be provided in hands-on lab sessions.
Attendees must come with a laptop loaded with the correct software
for BYOLs. An electrical port will be provided. Seats are limited.

Pre-Conference Training
Saturday – Monday, May 9 – 11

Get a jump on the Insights action by registering for pre-conference training. The
training and certification courses offered here range in length from one day, two
day, or two and a half days. Pre-Conference training is offered for an additional
fee and includes breakfast, lunch and breaks. Monday courses do not include
lunch. If you have training certification requirements that need to be fulfilled,
Insights Pre-Conference offers a range of courses for you. Pre-Conference
courses will be held at the Gaylord Opryland. Register for a Pre-Conference
course at www.SageInsightsConference.com.

Saturday, May 9
7:00 a.m. – 8:00 a.m. Pre-Conference Breakfast
7:00 a.m. – 5:00 p.m. Pre-Conference Registration
8:00 a.m. – 5:00 p.m. Pre-Conference Training Courses
12:00 p.m. – 1:00 p.m. Pre-Conference Lunch

Sunday, May 10
7:00 a.m. – 8:00 a.m. Pre-Conference Breakfast
7:00 a.m. – 5:00 p.m. Pre-Conference Registration
8:00 a.m. – 5:00 p.m. Pre-Conference Training Courses
12:00 p.m. – 1:00 p.m. Pre-Conference Lunch

Monday, May 11
7:00 a.m. – 8:00 a.m. Pre-Conference Breakfast
8:00 a.m. – 12:00 p.m. Pre-Conference Training Courses

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The hear what’s new opportunity

Executive Keynote
Monday, May 11 | 4:00 p.m. – 5:15 p.m.

CEO Sue Swenson kicks off Insights with a keynote session that includes recognizing
Sage North America’s top Business Partners. Join us for the celebration and
Swenson’s keynote address where she will share her business insights and her
perspective on what’s ahead for Sage, our customers, and our partners.
Sue Swenson
CEO

NEW! Technology Keynote


Tuesday, May 12 | 8:00 a.m. – 9:15 a.m.

Want to hear where our industry is headed from a technology perspective? Interested
in learning about the innovations and trends that will shape the future of Sage
solutions? Join us for the new technology keynote—featuring Sage North America
chief technology officer Motasim Najeeb.
Motasim Najeeb
CTO
General Manager Keynotes
Tuesday, May 12 | 8:00 a.m. – 9:15 a.m.

Peachtree by Sage Millennium, Sage Fundraising, and


Connie Certusi Sage MIP Fund Accounting
Senior VP and Krista Endsley
General Manager Senior VP and
General Manager

Sage Master Builder and CompuPay, Sage Abra HRMS, ACT! by Sage
Sage Timberline Office Sage Carpe Diem, and
Sam Hunter
John Geffel Sage TimeSheet
Senior VP and
Senior VP and Karl Grass General Manager
General Manager Senior VP and
General Manager

10 Insights | May 11-14, 2009 | Gaylord Opryland Resort and Convention Center | Nashville
General Manager Keynotes
Tuesday, May 12 | 9:30 a.m. – 10:45 a.m.

DacEasy by Sage, Sage Active Planner,


Sage BusinessVision, Sage BusinessWorks,
Sage PFW, Sage Pro, Timeslips by Sage
Sam Hunter
Senior VP and
General Manager

Sage FAS, Sage MAS 90, Sage MAS 200, and Sage MAS 500
Christopher Donie Himanshu Palsule
Senior VP and Executive VP and
General Manager General Manager

Sage Accpac SageCRM, SageCRM.com,


Laurie Schultz and Sage SalesLogix
Senior VP and David van Toor
General Manager Senior VP and
General Manager

R e g i s t e r o n l i n e a t : w w w. S a g e I n s i g h t s C o n f e r e n c e . c o m 11
The recharge the batteries opportunity

Is the day-to-day grind hitting you and your team hard? Closing Luncheon
Hit back. Insights 2009 is your opportunity to recharge the with Cal Ripken, Jr.
batteries, motivate staff, and bond with colleagues. This
year’s conference offers abundant activities that will bring Thursday, May 14
you, your staff, and your fellow partners closer together— 11:30 a.m. – 1:30 p.m.
and get you excited to return to work.
Baseball’s “Iron Man”, Cal Ripken,
Jr, broke several MLB records during
First Annual 5k Fun Run/Walk
his 21 seasons, but none is as sacred as his consecutive-
Monday, May 11 | 8:00 a.m. – 10:00 a.m. games-played record. Shattering Lou Gehrig’s streak
of 2,131 games by more than 500, Ripken displayed
Destined to become an Insights tradition, the 5k Fun Run/ perseverance, endurance, and an everyday work ethic that
Walk is your chance to go outside, get some exercise, and transformed him into a national icon. As the personification
have some fun. Get a team together or go solo. of leadership, commitment, and excellence, Ripken will
recount lessons learned from victory and defeat—and apply
Participants will enjoy a 3.1 mile walk, jog, or run on the
them to the business world. His examples will inspire you to
Gaylord Opryland jogging trail. All walkers and runners will
achieve your own brand of success.
receive snacks and refreshments. Prizes will be awarded
for top finishers. Look for registration details on your online
Insights conference registration form.

Rockin’ Roadhouse Theme Party


Wednesday, May 13 | 7:30 p.m. – 11:30 p.m.

Insights is our annual opportunity to celebrate another year


with one of the best, most passionate partner communities
out there. We’re hiring one of Nashville’s best local rock
music act for the annual after-dark party. Plus, we’re bringing
back your favorite activities (including casino games,
GrooveHeads, toilet bowl races, video games, and tattoo
artists). You’ll want to be there to relax, unwind, and bond
with your fellow partner peeps.

12 Insights | May 11-14, 2009 | Gaylord Opryland Resort and Convention Center | Nashville
Thank You to the Insights Partner
Advisory Council

A special thank you to our partner advisory council


members, who provided guidance on many Insights 2009
conference details including session content and structure,
speaker hiring, the corporate booth, and more.

Mary Davolt CMS Group, Inc.

Kendra Kalimanis MIS Consulting & Sales, Inc.

Eric Rogers Rogers & Co.

Dennis Bock MIS Micro Information


Services, Inc.
Mark Dresser Dresser and Associates

Jeannie Huckstep Huckstep & Associates

Mike Renner Business Management


Solutions Group, Inc.
Sue Bennett Bennett Porter & Associates

Thomas Ross Thomas Ross Associates

Larry Marshall Marshall Technology


Solutions
Heather Nottoli Barsa Technology Solutions

Towner Blackstock CIS Consulting Group

Ed Kachinske Innovative Solutions, Inc.

Laura McCord McCord Consulting, Inc.

Glen Mund Plus Computer Solutions

Rob Carter CA Plus Inc.

Barry Genaske Great Hills Management


Systems
Peter Conway Net@Work

Sean Mohan Strategic Sales Systems

Mike Hoffler Customer Systems Inc.

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Who should attend?

Register Early
Registration opens February 26. Register early to
secure the best rates.

Registration Type Dates Fee Per Person

Super Saver Feb. 26 – March 12 $995

Early Bird March 13 – April 1 $1,095

Standard April 2 – April 29 $1,195

Late / Walk-In April 30 – May 14 $1,295

Insights 2009 offers content suitable for novice, intermediate, Group (4 or more*) Feb. 25 – May 14 $895
and advanced skill levels. Attendee rosters at previous
conferences have included a diverse range of participants— * To qualify for the Group Rate, you must register and pay for four or more associates
from the same firm.
which means there will be plenty of folks who you can
relate to. Executives, sales people, marketers, support Register online at: www.SageInsightsConference.com
staff, consultants, trainers, system engineers, installers,
programmers, and everyone in between are not only
Spouses and Guests
welcome, they’re strongly encouraged to attend.
Tickets for specific events as well as a complete package will
A Note to Executives be sold both online and at the event. Sage reserves the right
to charge the stated conference fee for those partners who
A softening economy may have your training budget in purchase guest tickets for themselves.
the cross hairs, but Insights is the right conference for
times like these. This year’s event provides rich, targeted Please note that Insights guests must be 21 years or
content—helping you and your staff benefit from practical older to attend any conference event.
learning, constant interaction, and realistic solutions. Now,
more than ever, attendance at Insights is essential because Airfare and Hotel Discounts
it will keep your strong employees engaged while also
preparing your organization to excel when the economy Sage has negotiated great rates and discounts on airfare
starts to improve. Join us at Insights 2009. We’ll make sure and lodging for our partners.
it’s worth it. Plus a lot more. Visit www.SageInsightsConference.com for details.

Friends don’t let friends miss out

So, you want to be the office hero? Thought so.


Just pass this Advance Conference Guide to your
colleagues. You’ll look super smart. AND you’ll
forever be known as the one who helped them
save a ton on their Insights registration!

14 Insights | May 11-14, 2009 | Gaylord Opryland Resort and Convention Center | Nashville
w w w. S a g e I n s i g h t s C o n f e r e n c e . c o m

Thank you to our Platinum sponsor.

Platinum sponsor

©2009 Sage Software, Inc. All rights reserved. The Sage logo and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities.
All other trademarks are the property of their respective owners. 09-14771 01/09

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