Pre-Conference Training

Back and better than ever! This year's pre-conference training will feature five sessions. Join us October 19–20, to improve your Simply Accounting skills or map out your business strategy for the year ahead. Be sure to register early as these sessions will fill up fast!

Pre-Conference Sessions

Two-day Courses
Tuesday, October 19 – Wednesday, October 20

One-day Courses
Wednesday, October 20

Pre-Conference Agenda

Tuesday, October 19
7:00 a.m.–8:00 a.m. Pre-Conference Registration
7:00 a.m.–8:00 a.m. Pre-Conference Buffet Breakfast
8:00 a.m. – 5:00 p.m. Pre-Conference Training
12:00 p.m. – 1:00 p.m. Pre-Conference Lunch
Wednesday, October 20
7:00 a.m.–8:00 a.m. Pre-Conference Registration
7:00 a.m.–8:00 a.m. Pre-Conference Buffet Breakfast
8:00 a.m.–5:00 p.m. Pre-Conference Training
12:00 p.m.–1:00 p.m. Pre-Conference Lunch
12:00 p.m.–3:00 p.m. Optional Activity: Sage Office Tours
4:00 p.m.–8:00 p.m. Conference Registration and Trade Show

Pricing

Simply Partnership 2010 attendees receive a special pre-conference rate of $299 per person for two-day courses or $199 per person for one-day courses (includes pre-conference session, session materials, breakfast, lunch and breaks).

Professional Development Credits

Attend a Simply Partnership pre-conference session and you'll be eligible to receive eight professional development credits.

Pre-Conference Session Descriptions

PRE01—Simply Accounting Gold Certified Training

Presenters: Carla Caldwell and Sue du Puy, Sage

Two-day Course
Tuesday, October 19 – Wednesday, October 20
8:00 a.m.–5:00 p.m. (Both days)
Capacity: 30 attendees

The Simply Accounting Gold Consultant Training Course is only available to Bronze Certified Consultants. This two-day training course is designed for Certified Consultants who have excellent working knowledge of the general functionality of Simply Accounting and its' core modules, and ideally have experience consulting on the Simply Accounting program. Upon successful completion of the training course and passing the exam, the Certified Consultant will qualify to become a Gold Certified Consultant. Being Gold certified is a pre-requisite for the Platinum Certified program.

PRE02—Simply Accounting Certified Trainer

Presenter: Randy Bacchus, Sage

Two-day Course
Tuesday, October 19 – Wednesday, October 20
8:00 a.m.–5:00 p.m. (Both days)
Capacity: 12 attendees

Attend this highly recommended two-day course taught by Randy Bacchus, specifically designed for Gold Certified Consultants looking to take their training skills to a new level. This course will provide the student with the instructional skills and practical experience necessary to be successful in a classroom environment using Sage certified training materials.

Don't miss this course taught by Randy Bacchus.
Read his BIO

Course Prerequisites:

  • Complete and submit a Sage Certified Trainer Application to Sage University
  • Must Be Gold Level Certified Consultant

PRE03—Creating the Firm of the Future

Presenters: Rob Johnson and Ed Kless, Sage

One-day Course
Wednesday, October 20
8:00 a.m.–5:00 p.m.
Capacity: 100 attendees

This one-day workshop is dedicated to the possibility that a professional organization can be run more effectively when it becomes a knowledge firm rather than a service firm. Creating such an organization is hard work and not for everyone. It requires us to think differently than we have in the past about what it is that we do. You are invited to open a dialogue with Rob Johnson, author of the recently released book Kick Your Own Ass: The Will, Skill, and Drill of Selling More Than You Ever Thought Possible* and Ed Kless on a different model for creating success in a professional firm.  * For more information on Rob Johnson’s book, visit: http://ca.wiley.com/WileyCDA/WileyTitle/productCd-0470598840.html

PRE04—Leveraging Simply Accounting Intelligence and the Power of Microsoft Excel

Presenter: Alan Salmon, K2 Enterprises

One-day Course
Wednesday, October 20
8:00 a.m.–5:00 p.m.
Capacity: 100 attendees

Come hear Alan Salmon discuss reporting with Simply Accounting Intelligence. Drawing on his extensive experience in accounting technology and Microsoft Excel, Alan will provide an overview of Simply Accounting Intelligence and how it benefits both the consultant and the customer with its dashboard reports and integration with Microsoft Excel. Then he will show you how to modify the existing reports in Simply Accounting Intelligence to customize them to the particular needs of your clients. Additionally, Alan will discuss intermediate-level Microsoft Excel functions useful to consultants working with Simply Accounting Intelligence, including formatting, conditional formatting, tables and pivot tables. Consultants will also learn tips on how to profit from this powerful tool during this pre-con session conducted by this industry leader.

PRE05—Simply Accounting – Consulting for Profit

Presenter: Alan Cohen, CGA

One-day Course
Wednesday, October 20
8:00 a.m.–5:00 p.m.
Capacity: 100 attendees

Accelerate your Simply Accounting learning curve and leave this course knowing the tricks of the trade that take seasoned professionals years to learn. Led by well-known Simply Accounting trainer, Alan Cohen, CGA, this course is designed for those who want to learn how to profitably set up, train and support Simply Accounting clients. Taught from a consultant's perspective, this advanced course examines complex real-world set up and troubleshooting scenarios. It offers valuable insight for experienced professionals as well as those who are just beginning to build a consulting practice. If you are looking to take your consulting practice to the next level this is a must attend.

Audience: Accountants, bookkeepers, accounting technicians, consultants or those entering one of these careers.

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