Pre-Conference Training

Back and even better! This year's pre-conference training will feature six sessions. Join us September 20–21, to improve your Sage 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, September 20 – Wednesday, September 21

One-day Courses
Wednesday, September 21

Pre-Conference Agenda

Tuesday, September 20
7:00 a.m.–8:30 a.m. Pre-Conference Registration Registration Desk 2
7:00 a.m.–8:30 a.m. Pre-Conference Buffet Breakfast Monet 4
8:30 a.m.–5:00 p.m. Pre-Conference Training Scheduled Meeting Rooms
9:45 a.m.–10:00 a.m. Pre-Conference Refreshment Break Scheduled Meeting Rooms
12:00 p.m.–1:00 p.m. Pre-Conference Lunch Monet 4
3:15 p.m.–3:30 p.m. Pre-Conference Refreshment Break Scheduled Meeting Rooms
Wednesday, September 21
7:00 a.m.–8:30 a.m. Pre-Conference Registration Registration Desk 2
7:00 a.m.–8:30 a.m. Pre-Conference Buffet Breakfast Monet 4
8:30 a.m.–5:00 p.m. Pre-Conference Training Scheduled Meeting Rooms
9:45 a.m.–10:00 a.m. Pre-Conference Refreshment Break Scheduled Meeting Rooms
12:00 p.m.–1:00 p.m. Pre-Conference Lunch Monet 4
3:15 p.m.–3:30 p.m. Pre-Conference Refreshment Break Scheduled Meeting Rooms
4:00 p.m.–8:00 p.m. Conference Registration Registration Desk 2

Pricing

Simply Partnership 2011 attendees receive a special pre-conference rate of $349 per person for two-day courses or $199 per person for one-day courses (includes pre-conference session, session materials, breakfast, lunch and breaks). *

* Please Note: “Get Unstuck . . . The Method to Growing Your Business Fast & Strong” is a complimentary course for our Gold and Platinum Certified Consultants, therefore meals will not be provided to attendees of this session.

Professional Development Credits

Attend a Simply Partnership pre-conference session and you’ll be eligible to receive eight (8) professional development credits.

Pre-Conference Session Descriptions

PRE01—Sage Simply Accounting Gold Certified Consultant Course

Two-day Course
Tuesday, September 20 – Wednesday, September 21
8:30 a.m.–5:00 p.m. (Both days)
Audience: Experienced Simply Accounting Consultants looking to get to the next level
Price: $349.00

The 2 day Sage Simply Accounting Gold Certified Consultant Training Course is only available to those who have passed the Sage Simply Accounting Product Certification Assessment (Bronze). This training is designed for experienced consultants that have excellent working knowledge of the general functionality of Sage Simply Accounting and its' core modules.  Upon successful completion of the training course and passing the exam, you will qualify to become a Sage Simply Accounting Gold Certified Consultant. Being a Gold Certified Consultant is a pre-requisite for the Sage Simply Accounting Platinum Certified Consultant program.

Course Prerequisites:

  • Signup for the Sage Certified Consultant Program – Call your Account Manager at 1-877-828-6371

Course Content:

  • Proper installation techniques (data path settings, program path settings, etc.) including how to convert from a single user to multi-user environment
  • Networking, terminal server and windows environment considerations
  • Using Enterprise Edition features
  • Review of Integrated Services in Sage Simply Accounting
  • Using Accountant’s Edition and Accountant’s Copy
  • Deep Dive into Simply’s Inventory and Time and Billing
  • Integration with Microsoft Office
  • Consolidating companies in Sage Simply Accounting
  • Importing and exporting transactions with Sage Simply Accounting
  • Consulting best practices

PRE02—Sage Simply Accounting Certified Trainer

Two-day Course
Tuesday, September 20 – Wednesday, September 21
8:30 a.m.–5:00 p.m. (Both days)
Audience: Simply Accounting Gold Certified Consultants
Price: $349.00

Attend this Highly Recommended 2 day course taught by Randy Bacchus, specifically designed for Simply Accounting 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.

Course Prerequisites:

  • Complete and submit a Sage Certified Trainer Application to Sage University.
  • Must be a Sage Simply Accounting Certified Consultant (Gold) to register, contact you’re your account manager at 1-877-828-6371 to sign up for the Certified Consultant program.

Course Content:

  • An overview of the Certified Trainer Program
  • What are the three primary Adult Learning styles
  • How to identify and adapt your teaching style and presentation to all learning styles
  • Techniques in Using Visual Aids effectively Coping with classroom challenges
  • Reviewing your Certified Trainer Manual Kit
  • An Instructional Skills Review
  • Student Presentations of Material
  • Constructive Evaluations from Peers and Instructor
  • Review of Certified Trainer Tools/Web Site

PRE03—Sage Simply Accounting Consultant Bootcamp

Two-day Course
Tuesday, September 20 – Wednesday, September 21
8:30 a.m.–5:00 p.m. (Both days)
Audience: Accountants, bookkeepers, accounting technicians, consultants or those entering one of these careers
Price: $349.00

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 an experienced Simply Accounting Certified Consultant and Certified Trainer, 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.

Software Requirements:

  • Bring your laptop with the latest version of Sage Simply Accounting installed

Topics covered include:

  • Sage Simply Accounting Pro, Sage Simply Accounting Premium & Sage Simply Accounting Enterprise: an in-depth study on when and how to use it
  • Using the Sage Simply Accounting - Accountants' Edition to better serve your clients
  • 2012 new features and how it impacts your consulting practice
  • Multi-user setup and processing
  • Sage Simply Accounting built-in form designer
  • New and enhanced reporting features
  • An in-depth study of project, departmental and the consolidated reporting features
  • Performing successful conversions and installations
  • Breaking down the barriers encountered in training your clients to use the program
  • Bookkeeping, controllership and Year End tips & tricks
  • Inventory module use, troubleshooting, and tricks & tips
  • Multi-currency setup, processing, and troubleshooting
  • Tracking your consulting time, Time & Billing setup and processing
  • Advice & ideas for running a profitable accounting consulting practice
  • Client Relations, Engagements, building trust, and making the sales.
  • Picking up new and profitable clients

PRE04—Advanced Report Writing for Sage Simply Accounting Intelligence

One-day Course
Wednesday, September 21
8:30 a.m.–5:00 p.m.
Price: $199.00

Business Intelligence is not just another Buzz word, it here to stay. Be a leader in your industry, spend a day focused on building your Business Intelligence skills and prepare yourself to become a Sage Simply Accounting Intelligence Specialist! This hands on certification course is designed to provide the skills to create customized reports, dynamic dashboards and financial statements. Every customer has a unique reporting need, arm yourself with the ability to create the eye catching Business Intelligence reports your customers are looking for.

Course Prerequisites:

Software Requirements:

  • Bring your laptop with the latest version of Sage Simply Accounting and Sage Simply Accounting Intelligence installed.

Topics Covered:

  • Understanding the Standard Report and Workbook Structures
  • Creating New Reports from Existing Containers
  • Understanding the Structure of Financial Reports
  • How to consolidate multiple Simply Accounting databases
  • How to build dashboards from scratch
  • Understanding Aggregate Filters and Add-ins
  • Understanding Union Reports
  • How to Schedule Reports
  • How to use Advanced Report Properties

PRE06—Get Unstuck . . . The Method to Growing Your Business Fast & Strong

One-day Course
Wednesday, September 21
8:30 a.m.–5:00 p.m.
Audience: Simply Accounting Gold and Platinum Certified Consultants ONLY
Price: Complimentary course. Meals will not be provided to attendees of this session.

Sales sagging? Productivity stagnant? Employees not motivated? Cash flow tight? These are not signs of a glass ceiling, but are an indicator that you need to change the way you are doing things. It is time to get unstuck. With over two decades of growing and consulting small businesses, Barry Moltz has identified the 6 ways businesses get stuck. And it you said yes to any of the questions above, this is exactly what you have been looking for. Get ready to get unstuck and growing fast.

Topics include:

1. Sales Unstuck – How to get your sales growing fast.

  • How to break “the double helix trap” of servicing clients and selling to new prospects.
  • How to building systematic relationships so your business is always marketing itself.
  • Implementing “Rapid Release” solutions.

2. Social Media Unstuck – How to leverage social media for growth, marketing and monitoring.

  • How to set your social media results goal.
  • How to use the tools of social media.
  • How to invest in social media and get a return.

3. Employees Unstuck – How to get the best out of your employees.

  • Making money through leveraging resources.
  • Drafting “A” players.
  • Managing through “The Cringe Factor”.
  • When to hire and when to fire.
  • Attitude vs. Expertise

4. Customer Service Unstuck – How to deliver world class customer service for a competitive advantage

  • Why customer service is the new marketing.
  • How to personalize for each customer.
  • How to bust the 20 myths of customer service that hold your company back.
  • How to determine the economic value each customer contributes.
  • How to develop a two-way customizable customer service manifesto.
  • How to get your best customers to stay and fire the bad ones to leave.

5. You Unstuck – How to skyrocket your own personal productivity

  • Focus by striving for “minimal achievement”
  • The Minimalist Approach that gets things done
  • Narrowing Your Focus leads to higher profits.

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