FOUNDATION software

USER CONFERENCEMay 14-16Cleveland, Ohio

PRE-CONFERENCEFOUNDATION COLLEGE

May 12-13

User Conference 2014

Mike OdePresident

fred OdeFounder/CEO

A true rockstar is always focused on getting better at what they do. So if you want to

“rock your office,” you’ve got to come to the Foundation Software User Conference!

We‘re focused on giving you the instruments you need to continue your education.

We’ve all wanted to be a rockstar at some

point or another, and what I’ve come to

realize is that you can be a rockstar at what

you do on a daily basis. This year’s User

Conference and Pre-Conference Foundation

College are all about learning how to “rock

your office” with all that FOUNDATION can do.

We believe with continued education, you all have the power to be rockstars, and

the 2014 User Conference is a great way to start! Hope to see you there!

USER CONFERENCE SESSIONS

Whether you’re just starting your “tour” with FOUNDATION, have been on the road for awhile, or you’re selling out arenas, there’s always something new to learn: • Join us for three days of rocking educational sessions • Take home examples of reports and queries...and learn how to create them yourself! • See the latest enhancements and products • Visit the Vendors’ Pavilion and meet other companies that offer construction products and services

NETWORKING & ENTERTAINMENT

FRED ODECEO/Chairman of Foundation Software

After rocking the classroom all day long, you’ll have the opportunity to kick back, have some fun, and make some valuable connections with staff and users just like you! • Wednesday is Trivia Night, so put your thinking caps on over that big rockstar hair and get ready to win some great prizes! • Thursday night is a real live rock show featuring the band 1988! Get ready to hear some of your favorite “hair metal” and rock and roll hits! Feel free to dress like a rockstar! Visit www.1988rocks.com for more info!

PRE-CONFERENCE FOUNDATION COLLEGEJoin us before the User Conference on May 12 &13 for one of two Foundation College workshops:1) Advanced Data Analysis & Query Building with Microsoft® Excel Led by Scott Kern • Harness the power of FOUNDATION’s relational database to create a multitude of custom reports, queries, macros, and pivot tables!2) FOUNDATION for Beginners: Mastering the 6 Base Modules Led by Derek Eklum and Tom Greco • Whether you’re new to the system or just want a better handle on system usage and flow, this session is for you! We’ll cover Accounts Payable, Accounts Receivable, PO/Subs, Payroll, Job Costing, and the General Ledger.Register online: www.foundationsoft.com/fc.htm

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BANK RECONCILIATION PROCESS & TROUBLESHOOTING Janice Yetmar CPE Credits: 2 | Program Level: BasicWhen: May 15: 8:15am-10:25am (Salon III) | May 16: 8:15am-10:25am (Salon III)Description: Gain a better understanding of the bank reconciliation process in FOUNDATION with this informative session! We'll go over how to reconcile bank accounts and credit card accounts, bank reconciliation reports, and some general troubleshooting.

ADVANCED PAYROLL Bronwyn Betts CPE Credits: 3.5 | Program Level: AdvancedWhen: May 14: 1:00pm-4:20pm (Salon IV) Union | May 16: 8:15am-11:35am (Salon IV) Prevailing WageDescription: This session will open up new opportunities for you to better utilize the Payroll Module. Learn how to auto-create invoices by integrating miscellaneous deductions with the Accounts Payable Module, and how to import timecards from various software programs to decrease the data entry time. Save office space by attaching scanned documentation to your payroll records. Create custom employee lists and explore new ways to use your payroll reports effectively. See how payment groups can be used to create multiple checks for a single employee. Because you and your company’s needs are unique, we offer this three-hour session twice, with the last hour of each class focusing on a different topic; one class will explore the needs of prevailing wage setup, and the other will discuss union setup and reporting.

A/P & A/R TROUBLESHOOTING Christine BoratoCPE Credits: 2 | Program Level: Intermediate When: May 14: 8:30am-10:40am (Salon II) | May 15: 1:40pm-3:50pm (Salon II)Description: This session offers an in-depth look into the Accounts Payable and Accounts Receivable Modules in FOUNDATION. We’ll discuss: adjusting, modifying, and reversing invoices; voiding checks; and reversing cash receipts. In addition, you’ll learn how such adjustments affect retainage, the General Ledger, and Job Costing. This session will offer a special focus on the reports of the A/P and A/R Modules as they relate to auditing and troubleshooting. Finally, you’ll learn to avoid the most common pitfalls, and make your system usage more efficient and accurate through numerous tips and tricks related to both modules.

AIAS Joe WiseCPE Credits: 1 | Program Level: BasicWhen: May 14: 8:30am-9:30am (Conf. Room II) | May 16: 2:50pm-4:00pm (Conf. Room II)Description: Join us to learn how to create and maintain monthly AIA billings in FOUNDATION. We’ll show you how to import the Schedule of Values from your job’s budget or from Microsoft Excel. We’ll also go over how to track retainage, how to post to A/R, how to rollback to previous applications, and how to release retainage for final billings.

user conference sessions

ADVANCED J/C ACTIVITY GENIE Scott Kern CPE Credits: 3.5 | Program Level: AdvancedWhen: May 14: 1:00pm-4:20pm (Salon I) | May 16: 8:15am-11:35am (Salon I)Description: Make job cost reporting easier and more efficient! Learn to create dynamic job cost reports using FOUNDATION’s report writing tool. This session will give an overview and explanation of available cells in the report writer and how to use them effectively. Also, learn the “Plan the Work, Work the Plan” strategy for approaching the DataGenie and learn tips on formulating reports before accessing the DataGenie. We’ll also cover how to use calculated fields by creating IF/THEN statements, plus drill-down capabilities, contract summary information, quantity-based reporting to track production, percentage of completion calculations, and the creation of custom Over/Under Billing reports.

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EQUIPMENT USAGE Brad AdamczykCPE Credits: 1 | Program Level: IntermediateWhen: May 15: 12:30pm-1:30pm (Conf. Room I)Description: In this session, you’ll learn about the basic setup and entry of Equipment Usage. We’ll show you how to import usage and how to set usage rates and how to use the reports generated from this to your advantage.

EQUIPMENT WORK ORDERS Brad AdamczykCPE Credits: 1 | Program Level: Intermediate When: May 15: 1:40pm-2:40pm (Conf. Room I) Description: Do you know the advantages to using work orders? Attend this session to learn the answer to that question and more! We’ll also go over tracking and building service codes and how to use maintenance reporting effectively to get the most out of your equipment.

DOCUMENT CONTROL TEMPLATE EDITORS Brad AdamczykCPE Credits: 1 | Program Level: IntermediateWhen: May 14: 3:20pm-4:20pm (Salon II) | May 16: 2:50pm-4:00pm (Salon III)Description: In this session, you’ll learn the concept and the vocabulary of FOUNDATION’s Template Editors. We’ll also show you how to build a form and show you timesaving tips and tricks for using the Template Editors.

FOUNDATION/CLIENT COMMUNICATION Mike BasilCPE Credits: 1 | Program Level: OverviewWhen: May 16: 12:30pm-1:30pm (Salon I) Description: This session will take an open-forum style in which we will discuss some of the new processes FOUNDATION is working on to allow for clearer communication with our clients. You’ll also have a chance to share your thoughts on how we can communicate with our clients in a more effective manner.

INTRO TO MS QUERY Scott KernCPE Credits: 3.5 | Program Level: Basic/IntermediateWhen: May 14: 8:30am-12:00pm (Salon I) | May 15: 12:30pm-3:50pm (Salon I)Description: This session offers an in-depth look into the features and functions offered by the MS Query component of Microsoft Excel, including: • Enabling database connections through Microsoft Excel. • Returning and formatting data in Microsoft Excel. • Brief overview of database structure – defining tables and fields.• Use of tables and auto-filter options in Microsoft Excel. • Accessing the data stored in the SQL database via the MS Query Tool. • Creating simple maintenance item lists. • Setting criteria on queries to include / exclude selected items. • Overview of commonly accessed tables in FOUNDATION’s database for items stored in Job Cost and General Ledger History.

MAIL MERGE Scott Kern CPE Credits: 2 | Program Level: AdvancedWhen: May 15: 8:15am-10:25am (Salon I) | May 16: 1:40pm-4:00pm (Salon I)Description: Explore the Mail Merge feature offered by Microsoft Word. Tap into the FOUNDATION Database to create customized form letters; use basic database queries to create customer, employee, and vendor lists; and learn to create MS Word templates that can be merged with information from FOUNDATION’s database tables. You’ll also learn how to create custom labels through mail merges, and how to select unique records to create the merged documents.

JOB COST CHANGE ORDERS Melissa Wood CPE Credits: 1 | Program Level: IntermediateWhen: May 15: 8:15am-9:15am (Conf. Room II) | May 16: 12:30pm-1:30pm (Conf. Room II)Description: In this session, we’ll show you how to set up, manage, and track change orders in detail, and in a summary overview. We’ll also give you some tips and tricks to track profitability.

OVERHEAD ALLOCATION Melissa Wood CPE Credits: 1 | Program Level: AdvancedWhen: May 14: 1:00pm-2:00pm (Salon II) | May 16: 10:35am-11:35am (Salon III)Description: Properly allocating overhead provides a wealth of benefits! Join us in this session to learn how to better your business by understanding the purpose and the advantages of overhead allocation. We will provide detailed information about the various methods of allocating overhead in FOUNDATION, including Payroll Extra Burden, the account-type-based General Ledger Method, and the cost-type-based Job Costing method. You’ll also learn when to put each method into effect and why. Finally, we’ll show you techniques in overhead reporting that can help take your business one step further.

CURRENt DEVELOPMENTS IN FEDERAL EMPLOYMENT LAW Doug BrownCPE Credits: 1 | Program Level: OverviewWhen: May 15: 12:30pm-1:30pm (Salon II)Description: In this session, Doug Brown will focus on current general developments in the area of employment law on a federal level. Topics will include: Equal Employment Opportunity, the National Labor Relations Board, Wage-Hour, including the Family and Medical Leave Act and Construction Affirmative Action including Veterans and the Disabled, the Affordable Care Act, OSHA, and more.

DOCUMENT IMAGiNG & A/P ROUTING Brian Cancian CPE Credits: 2 | Program Level: Basic/IntermediateWhen: May 14: 2:10pm-4:20pm (Salon II) | May 15: 1:40pm-3:50pm (Salon III)Description: Are you looking to incorporate the actual electronic images of your A/P invoices into FOUNDATION? In this session, we’ll be looking at the Document Imaging Module and detailing its capabilities for storing and viewing various documents in Accounts Payable, Payroll, Job Costing, Purchasing, and other areas of the system. In addition, we’ll be looking at how you can utilize the routing capability to send A/P Invoices to project managers or other users for review, approval, and revisions.

FORM GENIES Melissa WoodCPE Credits: 2 | Program Level: BasicWhen: May 14: 9:40am-12:00pm (Conf. Room I) | May 15: 1:40pm-3:50pm (Conf. Room II)Description: Want to learn how to customize your printable forms for your business? Join us for this session about FOUNDATION’s Form Genies! We'll focus on customizing billings, lien waivers, and purchase orders for different customers. Plus, we’ll give you some templates to get you started!

FOUNDATION IMPORT GENIES Melissa Wood CPE Credits: 1 | Program Level: BasicWhen: May 14: 8:30am-9:30am (Conf. Room I) | May 15: 12:30pm-1:30pm (Conf. Room II)Description: Save yourself time and effort by learning how to import items into FOUNDATION! Join us in this session to learn how to import items like job budgets and P/O items. We'll also show you how save time and money by automating day-to-day tasks.

FOUNDATION SAAS/P4C/BOOKKEEPING Chad Ode CPE Credits: 1 | Program Level: Overview When: May 15: 9:25am-10:25am (Conf. Room II) | May 16: 10:35am-11:35am (Conf. Room I)Description: Foundation offers more than just accounting software! Discover our other back office solutions and how they can help your business:• FOUNDATION SaaS gives contractors access to America’s #1 Construction Accounting Software…on the cloud!• Foundation's sister company, Payroll4Construction.com, can help process your payroll, print checks and direct deposits, pay Federal, State, and Local taxes, and even do your W2s.• Foundation's new company, Bookkeeping4Construction, can also help you with data entry and report management.

FOUNDATION MOBILE Chad Ode CPE Credits: 1 | Program Level: OverviewWhen: May 15: 4:00pm-5:00pm (Salon I) Description: Learn how FOUNDATION mobile can help streamline your back office operations and open up the communication between the field and the office! In this session, we’ll discuss how FOUNDATION mobile can help with labor tracking and Jobsite Field Log Management. We will also discuss the future development of our upcoming mobile applications.

INVENTORY SETUP & USAGE Brian Cancian CPE Credits: 2 | Program Level: IntermediateWhen: May 15: 8:15am-10:25am (Conf. Room I) | May 16: 1:40pm-4:00pm (Salon II)Description: Not only does FOUNDATION help you to keep your accounts and finances in order, but it also can also keep track of your inventory. Learn how to utilize the Inventory Module, one of the more complex modules in the FOUNDATION system. It offers a variety of options for setup and daily use, so you have the option of defining it to your company’s specific needs. Learn how to use the advanced setup options, basic daily usage, and advanced troubleshooting options. You’ll also take an in-depth look at reporting as it applies to the Inventory Module, Purchase Orders, Accounts Payable, and Job Costing.

MANAGING SECURITY OPTIONS Dawn Mihelich CPE Credits: 1 | Program Level: BasicWhen: May 14: 10:50am-12:00pm (Salon III) | May 15: 10:35am-11:35am (Salon II)Description: Ever wonder what all those checkboxes are for in the security area of FOUNDATION? Join us for this session to learn what each of the options in the security area does. We’ll also discuss P/M security and secured employee access.

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PROJECT MANAGEMENT MODULE Brad AdamczykCPE Credits: 2 | Program Level: IntermediateWhen: May 14: 1:00pm-3:10pm (Salon III) | May 16: 12:30pm-2:40pm (Salon III)Description: FOUNDATION’s Project Management module is a great way to take control of your jobs! Attend this session to learn more about building maintenance items and labels, daily entry and tracking, and more. We’ll also cover how Outlook® integrates with FOUNDATION, and how to integrate change orders and PO/Subcontractors.

TIPS & TRICKS FOR THE NEW USER Mike Basil CPE Credits: 2 | Program Level: BasicWhen: May 14: 8:30am-10:40am (Salon III) | May 16: 8:15am-10:25am (Conf. Room I)Description: In this session, we’ll show you how to get familiar with FOUNDATION, and to feel more comfortable moving around the software. With unique tips and tricks, we’ll help you make data entry more efficient as you learn the many keyboard shortcuts that can save you time and effort. We’ll also cover items such as deleting and purging records, copying and restoring databases, the use of query mode and the SQL button, as well as how to export reports to Microsoft Excel. Finally, we’ll touch on User-Defined Fields and how to enter notes and reminders in the software.

PAYROLL TROUBLESHOOTING Bronwyn Betts CPE Credits: 3.5 | Program Level: Intermediate/AdvancedWhen: May 15: 12:30pm-3:50pm (Salon IV) | May 16: 12:30pm-4:00pm (Salon IV)Description: In this session, you'll be given the tools to accurately correct payroll without tangling tax reports, job costing, or certified payroll. We'll focus on correcting payroll mistakes with FOUNDATION's new Payroll Corrections feature, using the adjustment Genie effectively, and updating union information.

YEAR-END PAYROLL ISSUES Bronwyn Betts CPE Credits: 2 | Program Level: IntermediateWhen: May 14: 9:40am-12:00pm (Salon IV) | May 15: 8:15am-10:25am (Salon IV)Description: This session focuses on the various tasks that have to be completed in December and January. You’ll learn how to plan in advance for many of the common year-end issues, such as non-monetary fringes (company cars, etc.), third-party sick pay, and bonus checks. Walk away with a plan, knowing that you’ll be able to print your W2s without batting an eye.

TECH ADVICE Matt StrakaCPE Credits: 1 | Program Level: Intermediate/AdvancedWhen: May 14: 8:30am-9:30am (Salon IV) | May 15: 2:50pm-3:50pm (Conf. Room I)Description: In this session, you’ll gain some insight as to how FOUNDATION’s Server Console works, and how you can use it to keep FOUNDATION running smoothly. We’ll go over backing up data and backup strategies, database maintenance and utilities, SQL query security, disaster recovery, how to fix common connection problems, and more.

SERVICE DISPATCH USAGE & BEST PRACTICES Joe Wise CPE Credits: 3.5 | Program Level: Basic/IntermediateWhen: May 14: 1:00pm-4:20pm (Conf. Room II) | May 16: 8:15am-11:35am (Conf. Room II)Description: This session is a great opportunity to learn about Service Dispatch if you already own the module, or if you have a Service Department and are interested in seeing how Service Dispatch can help! We’ll show you how to effectively utilize the dispatch board by assigning service calls and tracking them from start to finish. We’ll also cover how to utilize recurring billing and dispatch functionality for any maintenance agreements and inspections, create a quote and convert it to a call while adding a new customer and job at the same time, and save site specific attachments such as equipment information/pictures or additional contract information. Finally, we’ll go over how to create Purchase Orders for those special order items from the Service Call, how to update the payroll module from the Service Call, and various other reporting functions.

TIME & MATERIAL Joe WiseCPE Credits: 1 | Program Level: Basic/IntermediateWhen: May 14: 9:40am-10:40am (Conf. Room II) | May 16: 1:40pm-2:40pm (Conf. Room II)Description: In this session, we’ll show you how to track time and material on a project, and how to let FOUNDATION handle the billing for those projects with the use of “Markup or Standard Rate” tables. You’ll never miss out on lost revenue by posting expenses to a period that was already billed! We’ll also show you how to create your own billing designs that can be printed or emailed directly from FOUNDATION.

UNIT PRICE BILLING Christine BoratoCPE Credits: 1 | Program Level: Basic/IntermediateWhen: May 14: 3:20pm-4:20pm (Conf. Room I) | May 16: 2:50pm-4:00pm (Conf. Room I)Description: In this session, you will learn the most effective way to enter and track bid items when billing through our Unit Price Billing Module. We'll take a look at importing bids, as well as tracking quantities complete and paid. Lastly, we'll look at reporting tools and troubleshooting.

ROUND TABLE Fred Ode & Mike OdeCPE Credits: 1 | Program Level: OverviewWhen: May 14: 10:50am-12:00pm (Conf. Room II) | May 15: 10:35am-11:35am (Conf. Room II)Description: Join us for an interactive session with Foundation executives Fred Ode and Mike Ode. Fred and Mike want to hear what you have to say. What do you like about FOUNDATION? What needs to be improved? Do you have ideas for new products and services? Come join this relaxed session for unscripted, candid, honest communication.

OVER/UNDER BILLING Brian CancianCPE Credits: 1 | Program Level: AdvancedWhen: May 15: 12:30pm-1:30pm (Salon III) | May 16: 12:30pm-1:30pm (Salon II)Description: Does your company need to produce Over/Under Billing Reports (often referred to as Percentage of Completion, WIP, or Bonding Reports)? If you find Over/Under Reporting intimidating, or even if you’ve been producing the report in Excel, we encourage you to attend this session for a sample explanation of Over/Under Billing, and to find out how easy it is to produce this report in FOUNDATION.

PO/SUB ENTRY, FLOW, REPORTING Christine Borato CPE Credits: 2 | Program Level: BasicWhen: May 15: 8:15am-10:25am (Salon II) | May 16: 8:15am-10:25am (Salon II)Description: This session will explain how to keep track of your committed costs on jobs by using purchase orders and subcontracts. We will discuss techniques for entering purchase orders and subcontracts with and without inventory, and how the system functions in the background in both scenarios. Lastly, we will explore reporting tools to make it easier to determine committed versus remaining costs on a job.

WHAT’S NEW & WHAT’S COMING Dawn Mihelich CPE Credits: 2 | Program Level: OverviewWhen: May 14: 1:00pm-3:10pm (Conf. Room I) | May 16: 12:30pm-2:40pm (Conf. Room I)Description: Just update to a new version of FOUNDATION? Forget to read those release notes on the latest version? In this session, we’ll be reviewing new and updated functionality, and we’ll show you how these changes may impact how you use the software. Then, we’ll take a glimpse into the future to learn what will be coming in future releases.

EVERYONE CAN BE A LEADER, BUT WE AREN’T BORN THAT WAY Linda Brown, Ph.D.CPE Credits: 1 | Program Level: OverviewWhen: May 14: 10:50am-12:00pm (Salon II)Every employee in an organization has the opportunity to demonstrate leadership in his or her own way, even if they aren’t an owner, manager, or executive. What does it take to be an effective leader? What specific skills and abilities can be developed to help most anyone become a leader in their role or field? How can we use our strengths and address our “flat spots?” Learn what it takes to “know thy self” in this session! Measure your own leadership skills and learn how to be a more effective leader in your organization!

NEW: Five Special Interest Forums led by senior-level instructors that are dedicated to exploring FOUNDATION’s six base modules. Maybe you’re in charge of handling your company’s payroll and want to maximize your daily usage of FOUNDATION, or you’re looking to improve the company’s job costing processes and reporting. Perhaps you are just curious to hear how other contractors use FOUNDATION within their company. Then these forums are for you. We encourage you to come prepared with ideas and questions to contribute to the open discussion.

Special Interest Forums:

GL FORUMBrian Cancian & Janice YetmarCPE Credits: 1 | Program Level: OverviewWhen: May 15: 10:35am-11:35am (Salon III)

AP/AR FORUMChristine Borato & Melissa WoodCPE Credits: 1 | Program Level: OverviewWhen: May 15: 10:35am-11:35am (Salon II)

PO/SUBS FORUM Joe WiseCPE Credits: 1 | Program Level: OverviewWhen: May 15: 10:35am-11:35am (Conf. Room I)

JOB COSTING FORUM Scott Kern & Dawn MihelichCPE Credits: 1 | Program Level: OverviewWhen: May 15: 10:35am-11:35am (Salon I)

PAYROLL FORUMBrad Adamczyk & Bronwyn BettsCPE Credits: 1 | Program Level: OverviewWhen: May 15: 10:35-11:35am (Salon IV)

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WHAT IS FOUNDATION COLLEGE?

The Pre-Conference Foundation College is a two-day intensive session focused on one specific topic and designed to give you all the knowledge you need to rock your office with your new skills! This year, we’re offering two separate Foundation College courses--which means two rocking options for you to choose from!

Date: May 12 & 13 | Time: 8:00am to 5:00pm (with breaks and lunch hour)

Led by Tom Greco & Derek EklumMay 12 & 13 | CPE Credit: Up to 14.5 hoursProgram Level: Basic

ANOTHER WAY TO ROCK YOUR OFFICE:

Pre-Conference

FOUNDATION FOR BEGINNERS - MASTERING THE 6 BASE MODULES

OPTION 1:

Led by Scott KernMay 12 & 13 | CPE Credit: Up to 14.5 hoursProgram Level: AdvancedDuring this workshop, you’ll learn how to harness the power of the FOUNDATION relational database to create a multitude of custom reports, queries, macros, and pivot tables. Led by seasoned database expert Scott Kern, attendees will review FOUNDATION’s table structure and learn a variety of advanced data analysis functions, such as joining multiple tables for advanced reporting; merging queried data into Microsoft® Word documents; creating pivot tables to organize data and pivot charts to view data graphically; formatting data in Excel using macro commands; creating advanced Excel functions and calculations; and so much more!

- Understand what a relational database is and what it can do - Find data within FOUNDATION’s table structure - Join multiple tables to utilize advanced reporting functions - Merge queried data into Microsoft Word documents - Create pivot tables to organize data and pivot charts to view data graphically - Design advanced Excel functions and calculations to easily format data - Build effective filters and sorts in Excel and Microsoft query

ADVANCED DATA ANALYSIS & QUERYBUILDING WITH MICROSOFT® EXCEL

OPTION 2

TRAINERS

MIKE ODE & FRED ODE

Designed for users who are new to the system, or those who want to better understand basic system usage and flow, this course will teach you the best practices for entry and reporting in FOUNDATION's Base 6 Modules -- Accounts Payable, Accounts Receivable, PO/Subs, Payroll, Job Costing, and the General Ledger.

You'll learn how to perform essential daily tasks to get the most out of FOUNDATION's core modules. You'll also be introduced to FOUNDATION's DataGenie report writers, and find out how you can use these tools to see the data your company needs to see!

By the end of this two-day course, you'll have a thorough understanding of the base system and a great platform for taking your company's usage to the next level.

ACCOMMODATIONSCONFERENCE HOTEL

EMBASSY SUITES OTHER AREA HOTELS

Foundation Software has negotiated with Embassy Suites to provide special rates for our User Conference attendees. Call the hotel directly to make reservations. Mention the Foundation User Conference for the discounted group rate. Event code: FSU

Cleveland-Hopkins International Airport serves 16 counties in the Greater Cleveland area and services over 10 million passengers each year. Visit the website for further information. www.clevelandairport.com

5800 Rockside Woods BoulevardIndependence, OH 44131(216) 986-9900Group: Foundation User ConferenceRoom block held through April 21, 2014

USER CONFERENCE REGISTRATION DETAILSEach registered User Conference participant may attend the welcome dinner reception, the Trivia night, the 1988 concert, all general and educational sessions on Wednesday, Thursday, and Friday, and the Vendors’ Pavilion. Registration includes all meals, classes, and events; a conference binder with class materials; and numerous professional networking opportunities.

SESSION SCHEDULEIn an effort to provide a fair opportunity for attendees to participate in their desired sessions, we have tried to offer each session more than once. Please note that there may be instances where you will be unable to attend all of your preferred sessions. A schedule indicating the time and room of each session will be included in your conference binder. All sessions are offered in a group/live setting. Sessions and session details are subject to change without notice.

PAYMENT

SPOUSES & GUESTS

OUR CANCELLATION / NO-SHOW POLICY

DRESS

MORE INFORMATION

Please remit full payment by VISA, American Express, MasterCard, check or money order to Foundation Software. Faxed registrations accepted with credit card payment. Payments must be received or postmarked by the April 1, 2014 deadline to qualify for the early-bird discount.

Spouses and guests are more than welcome to attend our conference. If you plan to bring a Spouse/Guest, please check the spouse/guest box under the Attendee Status category on the registration form and provide their name in the line following. A Foundation representative will be in contact with you to finalize the details. Additional fees may be charged.

Attendee substitutions will be accepted at any time without charge. Attendees may cancel their registrations on or before April 28, 2014 in order to receive a full refund, less a $25 processing fee. After that date, NO REFUNDS will be given for cancellations or no-shows.

Pre-conference and conference dress is casual. We would suggest a layered effect for comfort, as room temperatures may fluctuate.

For User Conference questions or for information regarding administrative policies such as complaints, please contact Carolyn Ermlick.Call (800) 246-0800 or (330) 220-8383. Fax: (330) 220-1443.

CONTINUING PROFESSIONAL EDUCATION (CPE)Foundation Software, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.Please visit www.foundationsoft.com/uc.htm for more CPE information.

CLEVELAND-HOPKINS INTERNATIONAL AIRPORT

Holiday Inn Cleveland South | 216-524-8050

Red Roof Inn | 216-447-0030

Doubletree Hotel Cleveland South | 216-447-1300

Hampton Inn & Suites | 216-520-2020

Days Inn | 216-524-3600

Hyatt Place | 216-328-1060

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SUPPORT

P4C

R&D

Led by Scott KernMay 12 & 13 | CPE Credit: Up to 14.5 hoursProgram Level: AdvancedDuring this workshop, you’ll learn how to harness the power of the FOUNDATION relational database to create a multitude of custom reports, queries, macros, and pivot tables. Led by seasoned database expert Scott Kern, attendees will review FOUNDATION’s table structure and learn a variety of advanced data analysis functions, such as joining multiple tables for advanced reporting; merging queried data into Microsoft® Word documents; creating pivot tables to organize data and pivot charts to view data graphically; formatting data in Excel using macro commands; creating advanced Excel functions and calculations; and so much more!

- Understand what a relational database is and what it can do - Find data within FOUNDATION’s table structure - Join multiple tables to utilize advanced reporting functions - Merge queried data into Microsoft Word documents - Create pivot tables to organize data and pivot charts to view data graphically - Design advanced Excel functions and calculations to easily format data - Build effective filters and sorts in Excel and Microsoft query

Conference attendees work hard all day, but in the evenings we all kick back just a little with some fun activities and contests. • Wednesday Evening Welcome Reception & Trivia Night!

Put your thinking caps on over your big rockstar hair and win some great prizes!

• Thursday Dinner & 1988 Concert

Get ready to rock out to 1988, an Ohio tribute to 1980’s Hard Rock and Heavy

Metal! Wear your favorite band t-shirt, or go all out and show up dressed to the

hilt like a rockstar!

• Many more fun surprises!

THREE EASY WAYS TO REGISTER:

FUN CONFERENCE EVENTS

ONLINE: www.foundationsoft.com/uc.htm

FAX: (330) 220-1443

MAIL: Foundation Software17999 Foltz Industrial PkwyStrongsville, OH 44149

Register before April 8th and take 10% off. Under maintenance? Take another 5% off.

registrationregistration

ADMIN

Full Name & Title

First Name for Badge

Company Phone

E-mail

I will be applying for CPE Credit: Yes No

ATTENDEE STATUS: First attendee from company Additional attendee Guest/Spouse

PROGRAMS: Place an “X” in the box for each event and meal that you will attend. Next, total the fees and enter that amount in the “Programs Subtotal” box.

Two-day Pre-Conference Foundation College - May 12-13...........................................$1,195.00 $1,095 Microsoft Excel Track Beginner (Base 6 Module) Track Three-day User Conference - May 14-16..................................................................$1,495.00 $1,395.00 WEDNESDAY Breakfast (Check only if not staying at the hotel) Lunch THURSDAY Breakfast (Check only if not staying at the hotel) Lunch FRIDAY Breakfast (Check only if not staying at the hotel) Lunch Foundation College and User Conference - May 12-16...............................................$2,500.00 $2,400.00

Trivia Night/dinner - Wednesday, May 14; 7 - 9 PM.................................................... Included 1988 Concert with cocktail hour/dinner - Thursday, May 15; 7 - 10 PM......................... Included

DISCOUNTS: Place an “X” in the box of each discount for which you qualify. Next, calculate each discount from your “Programs Subtotal.” Write the discount on the corresponding lines below. Then total the discounts, and enter that amount in the “Discounts Subtotal” box.

Early-bird discount when paid and registered by April 8, 2014.............................. 10% Off Maintenance discount (must have current contract)................................................ 5% Off

METHOD OF PAYMENT:Payment must be received with registration.

Check Money Order Visa MasterCard American Express

Credit Card Information:

Account Number: Expiration Date: / V Code:

Signature: Print Name:

First Attendee

PROGRAMS SUBTOTAL:

DISCOUNT SUBTOTAL:

FINAL COST (Programs Subtotal - Discount Subtotal):

Credit Card Billing Address:

Address: City: State: Zip:

Additional Attendee

(Send multiple forms for additional attendees. Hotel accommodations are NOT included.)

Complete and e-mail or fax to Foundation Software: EMAIL conference@foundationsoft.com | FAX (330)220-1443

QUESTIONS?Carolyn Ermlick - (800) 246-0800, cermlick@foundationsoft.com, Fax (330) 220-1443Erica Baker - (800) 246-0800, ebaker@foundationsoft.com, Fax (330) 220-1443

Foundation Software 2014 User Conference

REGISTRATION FORM

www.foundationsoft.com/uc.htmREGISTER ONLINE:

FOUNDATION software User Conference 2014

MONDAY, MAY 12Foundation College – 8:00am - 5:00pm (with breaks and lunch hour)

TUESDAY, MAY 13Foundation College – 8:00am - 5:00pm (with breaks and lunch hour)

Foundation College

User ConferenceWEDNESDAY, MAY 14Registration and Breakfast – 7:30am - 8:30amEducation Sessions – 8:30am - 4:20pm (Lunch from 12:00p - 1:00pm)Dinner – 5:00pm - 6:00pmEntertainment – Trivia Night – 7:00p - 9:00pm

THURSDAY, MAY 15Breakfast – 7:30am - 8:15amEducation Sessions – 8:15am - 5:00pm (Lunch from 11:35am - 12:30pm)Dinner – 6:00pm – 7:00pmEntertainment – 1988 Rock Concert - 7:00pm - 10:00pm

FRIDAY, MAY 16, 2014Breakfast – 7:30am - 8:15amEducation Sessions – 8:15am - 4:00pm (Lunch from 11:35am - 12:30pm)

BASIC SCHEDULE

FOUNDATION software

17999 Foltz Industrial ParkwayStrongsville, OH 44149

Electronic Service Requested

5 REASONS YOU SHOULD ATTEND:1. TAKE THE STAGE - become the office rockstar2. BE HEARD at the round table with Fred Ode and Mike Ode3. LEARN about new features and products4. SPEND TIME with trainers and staff5. NETWORK with other users and vendors

USER CONFERENCE

May 14-16, 2014Cleveland, Ohio

YOU’RE INVITED!

PRE-CONFERENCEFOUNDATION COLLEGE

May 12-13, 2014Cleveland, Ohio