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2008
End-to-End Business Management
Solutions Conference
September 22nd
and 23rd
at
Memramcook Institute
2008
End-to-End Business Management
Solutions Conference
Join us for 2 days of learning & playing. Whether you’re looking to sharpen
your skills in your current Sage Accpac ERP system or to expand your
knowledge on the various solutions available from Sage, this conference is for
you. Following the conference is a fun event to allow you to relax & meet
other Sage Software users or peer advisors.
Presenter Bios
Derrick Lildhar
Product Specialist – Sage Software
Derrick is a product specialist with Sage Software. He specializes in selling, supporting and
training Sage Accpac End-to-End products, which includes Sage Accpac ERP, CRM, Business
Intelligence, eCommerce and WMS. Based in Toronto, Derrick has been with the Sage family
for 4 years and has over 10 years of experience in the business management technology industry.
Denis Boudreau, CGA
President – DB Group Inc.
Denis Boudreau is the president of DB Group Inc., a Dieppe, New Brunswick based company
specializing in End-to-End Business Management Solutions. Denis obtained his CGA
designation in 2002. He is also a BAA graduate from Université de Moncton. For over 11 years,
Denis has been helping his clients enhance their profitability by providing End-to-End Business
Management Solutions, needs analysis, project management, implementation, training and
custom reporting all while providing bilingual service. He is also an active member of the CGA-
NB Moncton Chapter.
Joey Laforge, BBA
Sage ERP Certified Consultant – DB Group Inc.
Joey has been working with DB Group Inc for over 3 years. He recently completed his
bachelor’s degree in marketing from Université de Moncton. His role on the team is to provide
excellent bilingual support to our existing customers. Joey is the primary point of contact for
questions and support regarding Sage’s products. As our champion for customers, Joey will be
monitoring, supporting and communicating with our existing and new Sage Accpac customers.
-2-
2008
End-to-End Business Management
Solutions Conference
Richard Frigault, BA
Sage ERP Certified Consultant – DB Group Inc.
Richard joined the team at DB Group Inc in 2006. He brings a strong manufacturing and
inventory management background. Richard has started his MBA from Université de Moncton.
Like other members of the company, Richard is fluently bilingual in both official languages.
Kevin Lynch, BSc, MBA
Sage ERP Extended Certified Consultant – DB Group Inc.
Kevin joined DB Group Inc last year and came with some experience in designing custom
applications for specific needs at his previous employments. Kevin is the lead developer in
custom applications that are designed at DB Group Inc. He just recently completed his
certification on the SageCRM product set. Like other members of the company, Kevin is fluently
bilingual in both official languages.
Eric Lagacé, BSc, MBA
Sage ERP Certified Consultant – DB Group Inc.
Eric joined DB Group Inc last year and came with many years experience in manufacturing and
quality assurance. Achievements include Six Sigma Black Belt Training which is essentially a
comprehensive yet flexible system for achieving, supporting, and maximizing business profits. It
is a methodology driven by understanding customer needs, and the disciplined use of data, facts,
and statistical analysis to improve and reinvent organizational processes. Eric like other members
at DB Group is fluently bilingual in both official languages.
Jason K. Roy, BSc, MBA
Sage ERP Certified Consultant – DB Group Inc.
Joining DB Group Inc. in May 2008, Jason integrated our team with professional experience in
areas such as programming, operation management, internal auditing, financial consulting and
business analysis. The scope of his education, experience and overseas tenure translate into
another well equipped Consultant, complementing the strengths of DB Group Inc. Like other
members of the company, Jason is fluently bilingual in both official languages.
-3-
2008
End-to-End Business Management Solutions
Conference
Conference Agenda
Monday, September 22 2008
Meeting Room
Leveraging Your Accpac End-to-End End User
Accpac System Solutions Training
8:30-9:15 Registration & Exhibits in the main lobby
9:15-10:30
Pacific Technology A01-CI.COM PDA Solutions B01-End-to-End C01-Sage Accpac 5.5
Purchase Workflow Mobile Sales, Inventory Count Solutions Financial Suite
10:30-10:45 Coffee Break
10:45-12:00
Synel A02-Sage Accpac B02-Sage C02-Sage Accpac 5.5
TimeLog & Falcon Customization FAS Operational Suite
12:00-12:50 Lunch
12:50-14:05
UniResMan A03-Orchids Products B03-Sage Accpac C03-Sage Acppac
SmartHotel EFT Processing & Process Scheduler CRM Project & Job Costing
14:15-15:30
Wellspring A04-Dashboards in B04-Accpac C04-Bank
PrintBoss Sage Accpac 5.5 HRMS Reconciliation
15:30-15:45 Coffee Break
15:45-17:00
Orchid A05-Operations Suite-Converting your B05-Technisoft C05-Sage Accpac
EFT Processing Transaction Data into Intelligence Service Manager Financial Reporter
Tuesday, September 23 2008
Time Chapel
8:00‐9:30
Derrick Lildhar from Sage: Sage Accpac End‐to‐End presentation
Hot Breakfast Served
9:30‐10:30
Get Ready for a fun round of Golf
at the Memramcook Golf Course
10:30‐15:30 Texas Scramble Golf Tournament or Treat yourself at the Spa
15:30‐17:00
Meet & Greet at the Club House
Door Prize Draw
17:00 Thank you for attending the 1st DB Group Inc conference!
-4-
2008
End-to-End Business Management
Solutions Conference
Session Descriptions
Break Out Session #1
A01 - CI.COM PDA Solutions
Mobile Salesperson (MSP) - Mobile Salesperson (MSP) is a remote order and invoice entry
system that runs on handheld devices. Your sales force can upload customer and item
information from Sage Accpac to their devices. The orders and invoices can be synchronized to
Sage Accpac ERP in addition to printing receipts onsite.
Mobile Inventory Count (MIC) - Mobile Inventory Count (MIC) is a wireless add-in product
integrating with Sage Accpac, allowing users to maintain inventory counts in the warehouse,
import new information and post information directly to Sage products. Barcode support for item
selection is also a convenient feature offered by MIC.
This session will center on the functionalities offered by both Mobile Salesperson & Mobile
Inventory Count and the sustainable benefits that stem from integrating these wireless solutions
into your daily operations.
B01 - End-to-End solutions
This session will review all the integrated tools and modules offered by Sage and their third party
developers to help business owners manage their business efficiently. With today’s economy,
there has never been a bigger need for integrated ERP solutions. Sage Software has what it takes!
C01 – Sage Accpac 5.5 Financial Suite
In this session, learn how to manage your business through powerful features such as
customizable dashboards, AR Inquiry and much more with Sage Accpac 5.5 Financials.
Furthermore, users will learn about Sage’s bundled modules which include, AR Customer
Number Change, AP Vendor Number Change and GL Security.
Break Out Session #2
A02 – Sage Accpac Customization
In this session, end-users will learn how to use Sage Accpac efficiently by customizing their
accounting software to their needs. Users will have the ability to change screens which will
increase productivity time in their day-to-day process.
B02 - Sage FAS
Sage FAS delivers powerful, easy-to-use fixed asset management solutions to businesses of all
sizes. Sage FAS provides construction in progress management, fixed asset
-5-
2008
End-to-End Business Management
Solutions Conference
depreciation calculations, asset inventory reconciliation, and customized reporting. In this
session, we will demonstrate the basic functionality of this software.
C02 – Sage Accpac 5.5 Operational Suite
In this session, learn how to manage your business through powerful new features with Sage
Accpac 5.5 Operational modules. Furthermore, users will learn about Sage’s bundled modules
which include Ops Inquiry and Item number change.
Break Out Session #3
A03 - Orchids Products
EFT- Developed by Orchid Systems, Electronic Funds Transfer (EFT) streamlines payment
and collection processes and tightens control over bank transfers. EFT Processing transfers Sage
Accpac receipts and payments through to the electronic funds transfer functionality of your
banking software.
Process Scheduler - Developed by Orchid Systems, Process Scheduler enables you to schedule
when your Sage Accpac data is to be checked and maximizes system resource usage by allowing
you to automatically perform the checking and processes overnight, whilst the system is not
being used. Checking the integrity of your Sage Accpac data and running processes on a regular
basis has never been easier!
This session will explore the setup and the process to create EFT receipts and payments and will
review the functionalities offered by Orchid Systems’ Process Scheduler and the sustainable
benefits that stem from integrating this powerful, easy to learn Sage Accpac module.
B03 - Sage Accpac CRM
SageCRM for Sage Accpac ERP is an easy to use, fast to deploy, feature-rich CRM solution
providing enterprise-wide access to vital customer information- anytime, anywhere. With
SageCRM for Sage Accpac ERP, you can better manage your business by integrating field sales,
internal sales, customer care, and marketing information. Join this session to see SageCRM in
action.
C03 – Sage Accpac Project & Job Costing
This session will cover the new features and functionality of Sage Accpac Project & Job Costing
module version 5.5. If you are wondering what Sage Accpac Project & Job Costing could do for
you then this session is for you.
-6-
2008
End-to-End Business Management
Solutions Conference
Break Out Session #4
A04 - Dashboards in Sage Accpac 5.5
New in Sage Accpac 5.5 are dashboards, giving you up-to-date snapshots of your company’s
financial and operational status. It allows executive to make better-informed, more timely
decisions. Join this session to learn how this great new tool can help you.
B04 - Sage Accpac HRMS
Sage Accpac HRMS, an HR solution that makes tracking benefits, managing employees, and
staying in compliance quick and easy. Join this session if you’re interested in seeing an overview
of the software.
C04 - Bank Reconciliation
In this session, users will learn the configuration and transaction flow of Bank Service related
transactions. In Addition, users will learn how to maximize their day-to-day process by using and
creating shortcuts in Bank Reconciliation.
Break Out Session #5
A05 - Operations Suite - Converting your Transaction Date into Intelligence
Join this session to learn how to turn your current data into intelligence with Sage Insights. Sage
Accpac Insight is an enterprise-wide reporting, budgeting, and consolidations application that is
ideal for employees in remote offices and disparate departments who need to manage, distribute,
and collaborate information from a single source. It allows users to quickly capture and process
information into meaningful reports and to securely distribute them across the entire enterprise
on demand.
B05 – Technisoft, Service Manager
Service Manager is a multi award winning Service, Maintenance and Job cost application which
fully integrates to Sage Accpac ERP software and helps manage business resources, products and
services. Join this session to see the software in action.
C05 – Sage Accpac Financial Reporter
In this session, we will demonstrate how to use the power and flexibility of Sage Accpac’s
Financial Reporter. We will show how report specifications are written to transform general
ledger data into financial statements and reports.
-7-
2008
End-to-End Business Management
Solutions Conference
Register online at www.dbgroupinc.ca or Fax this form at 506 854 2063
Name: _________________________________ Employer:_______________________________________
Employer Address: _______________________________________________________________________
City / Province / Postal Code: ______________________________________________________________
Phone: ____________________Fax:___________________E-mail:________________________________
Monday September 22, 2008 Sessions
Breakout Session 1: ___ A01 ___ B01 ___ C01
Breakout Session 2: ___ A02 ___ B02 ___ C02
Breakout Session 3: ___ A03 ___ B03 ___ C03
Breakout Session 4: ___ A04 ___ B04 ___ C04
Breakout Session 5: ___ A05 ___ B05 ___ C05
Tuesday September 23, 2008 Sessions
Sage Accpac End-to-End presentation by Derrick Lildhar from Sage
(Hot Breakfast served during the presentation)
___Yes ___ No
1st
Annual DB Group Inc’s Texas Scramble
Fun round of golf (including power cart)
___Yes, I want to have fun  ___ No, I have to work 
Complete Conference Package ($20 savings): $ 125.00 + $ 16.25 = $141.25
Sessions of Monday September 22 only: $ 75.00 + $ 9.75 = $ 84.75
End-to-End presentation on Tuesday September 23: $ 20.00 + $ 2.60 = $ 22.60
Texas Scramble fun round of Golf: $ 50.00 + $ 6.50 = $ 56.50
Bring a friend on Day 1 and Save $ 25 on the second registration (Discount also applies on
full conference package)
An invoice will be sent to you as soon as we receive the completed registration
Cancellation received after September 15th
, 2008 are non-refundable, although we will accept a delegate substitution. To send a substitution
please call: 1 866 854 2064. If you cancel on or before September 15, your registration fee will be refunded, minus a 10% processing fee.
-8-

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DBGFC08INF ACCPAC.doc END-TO-END BUSINESS MANAGEMENT

  • 1. 2008 End-to-End Business Management Solutions Conference September 22nd and 23rd at Memramcook Institute
  • 2. 2008 End-to-End Business Management Solutions Conference Join us for 2 days of learning & playing. Whether you’re looking to sharpen your skills in your current Sage Accpac ERP system or to expand your knowledge on the various solutions available from Sage, this conference is for you. Following the conference is a fun event to allow you to relax & meet other Sage Software users or peer advisors. Presenter Bios Derrick Lildhar Product Specialist – Sage Software Derrick is a product specialist with Sage Software. He specializes in selling, supporting and training Sage Accpac End-to-End products, which includes Sage Accpac ERP, CRM, Business Intelligence, eCommerce and WMS. Based in Toronto, Derrick has been with the Sage family for 4 years and has over 10 years of experience in the business management technology industry. Denis Boudreau, CGA President – DB Group Inc. Denis Boudreau is the president of DB Group Inc., a Dieppe, New Brunswick based company specializing in End-to-End Business Management Solutions. Denis obtained his CGA designation in 2002. He is also a BAA graduate from Université de Moncton. For over 11 years, Denis has been helping his clients enhance their profitability by providing End-to-End Business Management Solutions, needs analysis, project management, implementation, training and custom reporting all while providing bilingual service. He is also an active member of the CGA- NB Moncton Chapter. Joey Laforge, BBA Sage ERP Certified Consultant – DB Group Inc. Joey has been working with DB Group Inc for over 3 years. He recently completed his bachelor’s degree in marketing from Université de Moncton. His role on the team is to provide excellent bilingual support to our existing customers. Joey is the primary point of contact for questions and support regarding Sage’s products. As our champion for customers, Joey will be monitoring, supporting and communicating with our existing and new Sage Accpac customers. -2-
  • 3. 2008 End-to-End Business Management Solutions Conference Richard Frigault, BA Sage ERP Certified Consultant – DB Group Inc. Richard joined the team at DB Group Inc in 2006. He brings a strong manufacturing and inventory management background. Richard has started his MBA from Université de Moncton. Like other members of the company, Richard is fluently bilingual in both official languages. Kevin Lynch, BSc, MBA Sage ERP Extended Certified Consultant – DB Group Inc. Kevin joined DB Group Inc last year and came with some experience in designing custom applications for specific needs at his previous employments. Kevin is the lead developer in custom applications that are designed at DB Group Inc. He just recently completed his certification on the SageCRM product set. Like other members of the company, Kevin is fluently bilingual in both official languages. Eric Lagacé, BSc, MBA Sage ERP Certified Consultant – DB Group Inc. Eric joined DB Group Inc last year and came with many years experience in manufacturing and quality assurance. Achievements include Six Sigma Black Belt Training which is essentially a comprehensive yet flexible system for achieving, supporting, and maximizing business profits. It is a methodology driven by understanding customer needs, and the disciplined use of data, facts, and statistical analysis to improve and reinvent organizational processes. Eric like other members at DB Group is fluently bilingual in both official languages. Jason K. Roy, BSc, MBA Sage ERP Certified Consultant – DB Group Inc. Joining DB Group Inc. in May 2008, Jason integrated our team with professional experience in areas such as programming, operation management, internal auditing, financial consulting and business analysis. The scope of his education, experience and overseas tenure translate into another well equipped Consultant, complementing the strengths of DB Group Inc. Like other members of the company, Jason is fluently bilingual in both official languages. -3-
  • 4. 2008 End-to-End Business Management Solutions Conference Conference Agenda Monday, September 22 2008 Meeting Room Leveraging Your Accpac End-to-End End User Accpac System Solutions Training 8:30-9:15 Registration & Exhibits in the main lobby 9:15-10:30 Pacific Technology A01-CI.COM PDA Solutions B01-End-to-End C01-Sage Accpac 5.5 Purchase Workflow Mobile Sales, Inventory Count Solutions Financial Suite 10:30-10:45 Coffee Break 10:45-12:00 Synel A02-Sage Accpac B02-Sage C02-Sage Accpac 5.5 TimeLog & Falcon Customization FAS Operational Suite 12:00-12:50 Lunch 12:50-14:05 UniResMan A03-Orchids Products B03-Sage Accpac C03-Sage Acppac SmartHotel EFT Processing & Process Scheduler CRM Project & Job Costing 14:15-15:30 Wellspring A04-Dashboards in B04-Accpac C04-Bank PrintBoss Sage Accpac 5.5 HRMS Reconciliation 15:30-15:45 Coffee Break 15:45-17:00 Orchid A05-Operations Suite-Converting your B05-Technisoft C05-Sage Accpac EFT Processing Transaction Data into Intelligence Service Manager Financial Reporter Tuesday, September 23 2008 Time Chapel 8:00‐9:30 Derrick Lildhar from Sage: Sage Accpac End‐to‐End presentation Hot Breakfast Served 9:30‐10:30 Get Ready for a fun round of Golf at the Memramcook Golf Course 10:30‐15:30 Texas Scramble Golf Tournament or Treat yourself at the Spa 15:30‐17:00 Meet & Greet at the Club House Door Prize Draw 17:00 Thank you for attending the 1st DB Group Inc conference! -4-
  • 5. 2008 End-to-End Business Management Solutions Conference Session Descriptions Break Out Session #1 A01 - CI.COM PDA Solutions Mobile Salesperson (MSP) - Mobile Salesperson (MSP) is a remote order and invoice entry system that runs on handheld devices. Your sales force can upload customer and item information from Sage Accpac to their devices. The orders and invoices can be synchronized to Sage Accpac ERP in addition to printing receipts onsite. Mobile Inventory Count (MIC) - Mobile Inventory Count (MIC) is a wireless add-in product integrating with Sage Accpac, allowing users to maintain inventory counts in the warehouse, import new information and post information directly to Sage products. Barcode support for item selection is also a convenient feature offered by MIC. This session will center on the functionalities offered by both Mobile Salesperson & Mobile Inventory Count and the sustainable benefits that stem from integrating these wireless solutions into your daily operations. B01 - End-to-End solutions This session will review all the integrated tools and modules offered by Sage and their third party developers to help business owners manage their business efficiently. With today’s economy, there has never been a bigger need for integrated ERP solutions. Sage Software has what it takes! C01 – Sage Accpac 5.5 Financial Suite In this session, learn how to manage your business through powerful features such as customizable dashboards, AR Inquiry and much more with Sage Accpac 5.5 Financials. Furthermore, users will learn about Sage’s bundled modules which include, AR Customer Number Change, AP Vendor Number Change and GL Security. Break Out Session #2 A02 – Sage Accpac Customization In this session, end-users will learn how to use Sage Accpac efficiently by customizing their accounting software to their needs. Users will have the ability to change screens which will increase productivity time in their day-to-day process. B02 - Sage FAS Sage FAS delivers powerful, easy-to-use fixed asset management solutions to businesses of all sizes. Sage FAS provides construction in progress management, fixed asset -5-
  • 6. 2008 End-to-End Business Management Solutions Conference depreciation calculations, asset inventory reconciliation, and customized reporting. In this session, we will demonstrate the basic functionality of this software. C02 – Sage Accpac 5.5 Operational Suite In this session, learn how to manage your business through powerful new features with Sage Accpac 5.5 Operational modules. Furthermore, users will learn about Sage’s bundled modules which include Ops Inquiry and Item number change. Break Out Session #3 A03 - Orchids Products EFT- Developed by Orchid Systems, Electronic Funds Transfer (EFT) streamlines payment and collection processes and tightens control over bank transfers. EFT Processing transfers Sage Accpac receipts and payments through to the electronic funds transfer functionality of your banking software. Process Scheduler - Developed by Orchid Systems, Process Scheduler enables you to schedule when your Sage Accpac data is to be checked and maximizes system resource usage by allowing you to automatically perform the checking and processes overnight, whilst the system is not being used. Checking the integrity of your Sage Accpac data and running processes on a regular basis has never been easier! This session will explore the setup and the process to create EFT receipts and payments and will review the functionalities offered by Orchid Systems’ Process Scheduler and the sustainable benefits that stem from integrating this powerful, easy to learn Sage Accpac module. B03 - Sage Accpac CRM SageCRM for Sage Accpac ERP is an easy to use, fast to deploy, feature-rich CRM solution providing enterprise-wide access to vital customer information- anytime, anywhere. With SageCRM for Sage Accpac ERP, you can better manage your business by integrating field sales, internal sales, customer care, and marketing information. Join this session to see SageCRM in action. C03 – Sage Accpac Project & Job Costing This session will cover the new features and functionality of Sage Accpac Project & Job Costing module version 5.5. If you are wondering what Sage Accpac Project & Job Costing could do for you then this session is for you. -6-
  • 7. 2008 End-to-End Business Management Solutions Conference Break Out Session #4 A04 - Dashboards in Sage Accpac 5.5 New in Sage Accpac 5.5 are dashboards, giving you up-to-date snapshots of your company’s financial and operational status. It allows executive to make better-informed, more timely decisions. Join this session to learn how this great new tool can help you. B04 - Sage Accpac HRMS Sage Accpac HRMS, an HR solution that makes tracking benefits, managing employees, and staying in compliance quick and easy. Join this session if you’re interested in seeing an overview of the software. C04 - Bank Reconciliation In this session, users will learn the configuration and transaction flow of Bank Service related transactions. In Addition, users will learn how to maximize their day-to-day process by using and creating shortcuts in Bank Reconciliation. Break Out Session #5 A05 - Operations Suite - Converting your Transaction Date into Intelligence Join this session to learn how to turn your current data into intelligence with Sage Insights. Sage Accpac Insight is an enterprise-wide reporting, budgeting, and consolidations application that is ideal for employees in remote offices and disparate departments who need to manage, distribute, and collaborate information from a single source. It allows users to quickly capture and process information into meaningful reports and to securely distribute them across the entire enterprise on demand. B05 – Technisoft, Service Manager Service Manager is a multi award winning Service, Maintenance and Job cost application which fully integrates to Sage Accpac ERP software and helps manage business resources, products and services. Join this session to see the software in action. C05 – Sage Accpac Financial Reporter In this session, we will demonstrate how to use the power and flexibility of Sage Accpac’s Financial Reporter. We will show how report specifications are written to transform general ledger data into financial statements and reports. -7-
  • 8. 2008 End-to-End Business Management Solutions Conference Register online at www.dbgroupinc.ca or Fax this form at 506 854 2063 Name: _________________________________ Employer:_______________________________________ Employer Address: _______________________________________________________________________ City / Province / Postal Code: ______________________________________________________________ Phone: ____________________Fax:___________________E-mail:________________________________ Monday September 22, 2008 Sessions Breakout Session 1: ___ A01 ___ B01 ___ C01 Breakout Session 2: ___ A02 ___ B02 ___ C02 Breakout Session 3: ___ A03 ___ B03 ___ C03 Breakout Session 4: ___ A04 ___ B04 ___ C04 Breakout Session 5: ___ A05 ___ B05 ___ C05 Tuesday September 23, 2008 Sessions Sage Accpac End-to-End presentation by Derrick Lildhar from Sage (Hot Breakfast served during the presentation) ___Yes ___ No 1st Annual DB Group Inc’s Texas Scramble Fun round of golf (including power cart) ___Yes, I want to have fun  ___ No, I have to work  Complete Conference Package ($20 savings): $ 125.00 + $ 16.25 = $141.25 Sessions of Monday September 22 only: $ 75.00 + $ 9.75 = $ 84.75 End-to-End presentation on Tuesday September 23: $ 20.00 + $ 2.60 = $ 22.60 Texas Scramble fun round of Golf: $ 50.00 + $ 6.50 = $ 56.50 Bring a friend on Day 1 and Save $ 25 on the second registration (Discount also applies on full conference package) An invoice will be sent to you as soon as we receive the completed registration Cancellation received after September 15th , 2008 are non-refundable, although we will accept a delegate substitution. To send a substitution please call: 1 866 854 2064. If you cancel on or before September 15, your registration fee will be refunded, minus a 10% processing fee. -8-