Meeting of the Minds 2016 Conference Guide

Embassy Suites San Diego Bay - DowntownPRESENTS

February 18 - 20, 2016

MEETINGOF THEMINDS

2016 5TH ANNUAL

San Diego, California

Welcome to the annual Meeting of the Minds! This is our 5th

consecutive conference and our largest ever with over 100

attendees! Thank you for taking the time to not only attend this

event but also for your contributions to helping other members

online throughout the year.

Whether this is your first or fifth event, please attend as many

sessions as possible, meet as many members as possible and

share what you’ve learned with other members.

During these two days you’ll have an opportunity to learn more

about product plans, future strategy as well as participate in

private question and answer sessions after each presentation.

Soon you will see the group transition from self-management to

a committee and board structure. Expect more opportunities in

the coming months for you to serve on a committee and help 90

Minds provide even more value to members.

Finally, thank you to our sponsors for this conference:

PLATINUM Sponsors:

• Sage

• ScanForce

GOLD Sponsors:

• ONE

• SAP

• SWK / MAPADOC

• V-Technologies

• Website Pipeline

Enjoy the conference!

Wayne Schulz

WELCOME to the 5TH Annual Meeting of the Minds

5th Annual Meeting of the Minds

Schedule Overview(Schedule details on the following pages)

Mission: Provide 90 Minds Members with Quality Opportunities to Learn, Share, & Grow.

San Diego, CaliforniaFebruary 18th to February 20th 2016

Thursday February 18th 5: 30 - 7:30 pm Meet & Greet

Friday February 19th 8:00 - 12:00 pm 90 Minds Member Only Session 12:00– 1:00 pm Lunch 1:00– 2:05 pm Sessions 2:05– 2:20 pm Group Photo Location – (TBA) 2:20 – 2:35 pm Break 2:35– 5:00 pm Sessions 6:30 pm Dinner Cruise San Diego Harbor

Saturday February 20th 8:00– 11:05 am Sessions 11:05– 11:20 am Break 11:20 – 12:00 pm Sessions 12:00– 1:00 pm Lunch 1:00 – 2:50 pm Sessions 2:50 – 3:05 pm Break 3:05 – 4:45 pm Sessions 4:45 - 5:00 pm Closing Session 6:30 pm Dinner San Diego Wine & Culinary Center

MOTM BROCHURE DESIGN BY OE CREATIVEWeb Design | Logo / Business Cards etc.Print & Web Advertising | Document Design

619-548-6030 [email protected]

www.oecreative.com

SCHEDULE / Thursday Feb 18 / Friday Feb 19

Thursday February 18th Monterey Santa Fe Topeka

5:30-7:30 Meet & Greet Affiliate Expo

Friday February 19th Monterey Santa Fe Topeka

8:00-8:15 5th Annual Meeting of the Minds Kickoff - Wayne Schulz

8:15-9:15 Business Process Reviews/Best Practices - Why, How, & When Ed Kless

9:15-10:15 Sage 100 Road Ahead Scott Munro, Connie Certusi, & Paige Erickson

10:15-10:30 Break

10:30-11:00 Deep Dive on March Release - Sage 100 & Sage 100c Scott Munro & Linda Cade

11:00-11:30 How to Sell Sage 100c Paige Erickson

11:30-12:00 Sage Town Hall Panel Discussion Scott Munro, Connie Certusi, Paige Erickson & Linda Cade

12:00-1:00 Lunch Business Technical

1:00-1:30 SWK/MAPADOC

EDI & Your Client's Business Bill Gaustad / Hellene Thurston

Evernote & DropBox - Great Tools Moira Goggin

1:35-2:05 StarShip. Work Less. Ship More. Matt St. John

Sage 100 SQL Pros & Cons, Tips & Tricks

Johnny Pabian 2:05-2:20 Group Photo 2:20-2:35 Break

2:35-3:20

How to Implement Ed Kless & Ron Baker’s strategies

with the Cloud Robert Eppele

What, When, Why & How to Use Microsoft Access/SQL with

Sage 100 Dan Burleson & Phil MacIntosh

3:25-4:10

Three Steps to Disaster-Proofing Your Customer's

Accounting System Mark Chinsky

Exploring Opportunities with Sage 100 and Excel

Doug Jenkins

4:15-5:00 How to Thrive in a Subscription Pricing World Wayne Schulz & Peter Wolf

DINNER CRUISE on the California Princess

BOARDING AT 6:30 , SAILING AT 6:45 | 10 MINUTE WALK FROM HOTELAt Broadway Pier, next to USS Midway - DON'T BE LATE!!

SCHEDULE / Saturday Feb 20

Saturday February 20th Monterey Santa Fe Topeka

8:00-8:55 90 Minds Annual Meeting

Wayne Schulz, Jeff Schwenk, Robert Wood, Jim Woodhead, Therese Logeais

9:00-9:55 ScanForce – Beyond The Bar Code Steve Showalter

10:00-10:30

Everything You Want to Know About Acumatica in

30 Minutes or Less! Dawn Jaeger & Tom Costa

Renovo vs. Sage Intelligence Rebekah Veuger

10:35-11:05 xTuple Road Ahead Wally Tonra

Visual Integrator Tips & Tricks Michael Nottoli

11:05-11:20 Break

11:20-12:00

Show & Tell - How I Run My Practice/Tools Used

John Hoyt, Paul Ziliak, & Robert Wood

Upward & Onward! Upgrade Tips & Tools

Barbara Goldstein & Moira Goggin

12:00-1:00 Lunch

1:00-1:30 What’s New with ONE & The Road

Ahead Cody Smith

Magento? Shopify? Volusion? Website Pipeline?

Eric Alexander

1:35-2:05 SAP Business One Market Opportunities Mike O'Neil & Paul Killingsworth

2:05-2:50 The Why & The How of Product Diversification Gary Feldman & Jeff Roth - Moderator: Brian Rice

2:50-3:05 Break

3:05-4:05

Adapting Your Business to Change: Embrace & Enjoy the Inevitable

Evolution Peter Wolf & Paul Ziliak Moderator:

Brian Rice

How to Best Handle New/Existing Manufacturing Customers

Joe Bisaha

4:05-4:45 CRM: Discussion & Presentation of

Sage CRM & Dynamics CRM Peter Wolf & Eric Anderson

To Script or Not to Script - That is the Question

Scripting vs. Master Developer Modifications

Jon Reiter, Alnoor Cassim & Nicole Ronchetti

4:45-5:00 Closing Session

Dinner with the Minds @ San Diego Wine and Culinary Center200 Harbor Drive #120 (Across the street from the Convention Center)

Starts at 6:45 to 10:00 | 10 MINUTE WALK FROM HOTEL

THURSDAY

Meet & Greet & Affiliate ExpoEnjoy a warm and welcoming reception with open bar and an array of appetizing food. Reconnect with your fellow members and welcome our new members. Our Platinum and Gold sponsors and our Affiliate members will each provide a brief 2-3 minute introduction during the Meet & Greet in an expo style setting.

FRIDAY (Order of occurrence)

5th Annual Meeting of the Minds KickoffLet’s get this show on the road…

Business Process Reviews/Best PracticesWhen a customer asks you to create a report/script/UDF, what's your first response? Do you just do it without asking why they want/think they need it? This session will be a discussion about how to review your customers' business processes instead of simply giving them what they 'want'.

FRIDAY (Continued)

Sage 100 Road AheadSage’s Road Ahead for the Sage 100 product line. Hear what’s done, what’s new and what the future plans are for this product.

Deep Dive on March Release - Sage 100 & Sage 100cDeep dive (technical) on March release - Sage 100 and 100c (will include Payroll); Differentiation of 100 and 100c

How to Sell Sage 100cUnderstanding and selling 100c - How can we solve for selling issues?

Sage Town Hall Panel DiscussionHere’s your opportunity to voice your concerns, praise and learn the answers to your burning questions.

SWK/MAPADOC EDI & Your Client's BusinessAs EDI requirements grow, our clients expect (and require) a solution that will meet their needs today and in the future. EDI has changed drastically over the past 10 years with additional data requirements, the need for quicker response times, and an increased importance on the business relationships of our clients’ customers. This requires an overall solution that not only is able to meet the ongoing requirements of EDI but also scales as customers grow and work to satisfy their customers’ requirements. As you may have heard, the QualEDI team has announced end of the life of the QualEDI On-Premise EDI software effective 12/31/2016. This is a perfect example of how the EDI market has responded to ongoing changes.

Evernote & DropBox - Great Tools Post-it notes litter your monitor and desk? Need a place to store all those files for easy access even away from your office? Break away from the clutter and chaos and embrace two great tools, Evernote and DropBox. We’ll cover the basics, tricks, and tips. Plus, all the great information that 90 Minds has compiled into these two tools just for our members!

StarShip. Work Less. Ship More.Please join V-Technologies to learn why thousands of customers use the StarShip shipping solution to gain efficiencies in not only shipping but also accounts receivable and customer service. We'll also be exploring new features such as ecommerce extensions and new Acumatica interface!

FRIDAY (Continued, in order of occurrence)

Sage 100 SQL - Pros & Cons, Tips & TricksWill discuss reasons not to go to SQL and discuss benefits of going to SQL - the pros and cons. Will touch on upgrade paths from non-SQL. Plan on showing real world examples on how a SQL environment has helped clients.

How to Implement Ed Kless & Ron Baker’s Strategies with the CloudTED-Talk Style conversation about the technical reasons why cloud hosting is extremely effective and why this business model will change your business too.

What, When Why & How to Use Microsoft Access/SQL with Sage 100Why connect with Sage 100? What are the types of connections and when should each be used? Learn how to maximize performance and other uses for MS Access and SQL.

Three Steps to Disaster-Proofing Your Customer’s Accounting SystemBeing backed up and ready to go in the event of an IT meltdown is more complex in a real time business application environment like ERP compared with traditional file server backup. Learn about the hidden problems, complexities and unexpected realities involved in dealing with disasters. See how the newest solutions can overcome these potentially business ending situations.• Examples of real world IT Disasters• Why traditional backups are almost useless in an ERP or CRM

environment• Why Hosting/SaaS doesn’t necessarily provide Disaster Recovery• Costs & Impacts of a Downtime Disaster• How to properly document and prepare for disaster• How modern Disaster Recovery solutions eliminate these risks using

EverSafe as an example• Recovery Demonstration

Exploring Opportunities with Sage 100 & ExcelThis session will look at techniques for using Sage 100 and Excel for ad hoc reporting and report distribution.

FRIDAY (Continued, in order of occurrence)

How to Thrive in a Subscription Pricing WorldSoftware publishers are changing to subscription pricing which maxi-mizes revenues and prices software the way customers have become accustomed to paying. Learn about changes you can implement in your practice which, when implemented properly, result in a stronger recurring revenue base and a more valuable practice. We will share documents which you can take with you to implement in your own business and will allow you to start building recurring revenue.

SATURDAY (in order of occurrence)

90 Minds Annual MeetingThe 90 Minds Annual Meeting presented by the administrative board.

ScanForce – Beyond The Bar CodeBeyond The Bar Code: Let's Talk Mobile, Warehouse and Automation It's a mobile world and ScanForce has you covered with options for warehouse automation, wireless scanning and even mobile sales. Learn about each of these options, what types of companies they are best suited for. We'll talk more about our multi-bin offering and provide details on the expected release date

Everything You Want to Know About Acumatica in 30 Minutes or less!From product to pricing, target markets to positioning, partner program to competitive advantages, you won’t want to miss lively and fast-paced session! Brush up on your Acumatica knowledge and you might even walk away with some Acumatica bling!

Renovo vs. Sage IntelligenceRenovo or Sage Intelligence? How do you know which is the best fit for your customer’s reporting needs? Do you know the differences in features, price, and ease-of-use? Learn what to recommend and when to recommend it in this session.

xTuple Road AheadIf you’re tired of long, slow, drawn-out release cycles and seek innova-tion and nimble response from a software vendor, learn more about xTuple from our demo expert.Bridging the gap between desktop accounting and “Big ERP,” xTuple's mission is to help companies of all sizes — specifically manufacturers and distributors — successfully implement powerful, and easy-to-use, open source ERP software to grow their business profitably. Now featuring cost-effective, real-time sales and customer service access, xTupleCommerce. Hear how xTuple collaborates with a global commu-nity of tens of thousands of professional users to innovate technology for the SMB.Learn how xTuple can help you and your customers and prospects, if you’re:• Considering an eCommerce, Digital or Online strategy• Pursuing ISO 9001, SQF or other Certification• Looking for reasonably-priced high-end features for Manufacturing• Planning a move to the Cloud, or need both Cloud and On-Site

options

xtuple.com/manufacturing/motm2016

SATURDAY (Continued, in order of occurrence)

Visual Integrator Tips & TricksPlease join us for a refresher on the Visual Integrator module. We’ll discuss some tips and tricks like: Using an ODBC connection as the record source; defining record types; using calculated fields and condi-tional statements; calling the VI job from a command line or external program.

Show & Tell – How I Run My Practice/Tools UsedLearn the procedures and methods this panel of highly experienced resellers have in place to address common and not so common issues that arise each day. How to respond to an angry customer, what steps to take in qualifying a lead, strategies for engagements/ALA, and procedures for any number of issues, non-payments, lapsed mainte-nance, on-boarding new customers.

Upward & Onward! Upgrade Tips & ToolsCovering from version 3.7x to version 2016 this well-thought out method for your customer upgrades includes a wealth of helpful insights and tips. Use these proven strategies to organize upgrades and for pricing. The complete method will be published for 90 Minds Members to use.

What’s New with ONE & The Road AheadCody Smith talks about the growth of ONE Software Solution and new enhancements for Manufacturing and Distribution.

Magento? Shopify? Volusion? Website Pipeline?With all the noise out there about products like Magento, Shopify, WooCommerce, and others, it can be hard to point your clients in the direction that best suits them when they’re looking for an ecommerce partner. Especially when it feels like you’re comparing apples to oranges. Website Pipeline specializes in customer self-service portals with Sage integration. In this session, you’ll get a high-level overview of our different portal types and learn the key factors in determining which type of ecommerce product is right for your customer based on their needs, budget, and business model.

SAP Business One Market OpportunitiesLearn about SAP’s best-selling ERP solution for the SME Market. Sap’s fast growth worldwide is presenting new opportunities for VARs and ISVs to grow their businesses with SAP Business One. In this session you receive a high-level solution overview and hear about SAP's strat-egy in the SME segment, and learn how you can partner with the indus-try leader in software applications.

SATURDAY (Continued, in order of occurrence)

The Why & The How of Product DiversificationThere is an inherent risk in staking your practice to a single customer. That same risk exists in staking your practice to a single vendor. Listen to two of your colleagues that have successfully diversified their busi-nesses by working with multiple publishers and multiple products. Learn more about the ups and downs that each has experienced in choosing products; preparing staff and resources; introducing new products; and developing prospects. Learn from their successes and the choices they would have changed. This session will help you launch your diversification strategy or, if you’ve already started to diversify, learn what to do to expand and succeed.

Adapting Your Business to Change: Embrace & Enjoy the Inevi-table EvolutionYou are an agent of change for your customer. Be an agent of change for yourself. Hear from two people that have fallen in love with the notion of change, made it a part of their culture, and used it to ensure the resiliency of their organizations.

How to Best Handle New/Existing Manufacturing CustomersJoe Bisaha delves into how to set your Manufacturing client up for a successful Implementation or Process Restructuring.

CRM: Discussion & Presentation of Sage CRM & Dynamics CRMSales automation - why and how (Sales Business Process Flow). Dash-boards and list views - work more efficiently and effectively. Starting a Microsoft practice - is the grass any greener?

To Script or Not to Script – That is the QuestionScripting vs. Master Developer ModificationsJoin us in a panel discussion on the differences between using scripting and MD Mod’s as they relate to Specifications, Budgets, Timing, Upgrades, and Support. Is one better than the other? We will also be reviewing what is necessary in developing good specifications.

Meeting of the Minds!

Thank you for your sponsorship!

www.vtechnologies.com

PRESENTER BIOGRAPHIES (alphabetical by last name)

Alexander, EricEric Alexander has been with Website Pipeline since day one. As a founding employee and sales rep, he has seen the entire evolution of our products, from website design to our present focus on our front office business suite that integrates with your customers’ back office Sage ERP.

Anderson, EricIn 2015, after multiple warnings from various 90 Minds members, Eric Anderson made the decision to partner with Peter Wolf and build a Microsoft Dynamics CRM practice. Previously, Eric managed the Sage consulting practice at Eide Bailly and has 13 years of Sage 100 ERP consulting experience.

Bisaha, JoeJoe Bisaha is the founder and creator of the solutions provided by JDB Solutions, Group, LLC. He is recognized as an industry leader in understanding the unique problems facing manufacturers and providing effective and efficient solutions to these problems.

Burleson, DanDan is a Sage 100 ERP consultant working from Corvallis, Oregon and specializing in scripting, Crystal Reports, and MS Office integration. Today, Dan partners exclusively with resellers nationwide to provide custom data solutions.

Cade, LindaSr. Product Manager Sage, Inc.

PRESENTER BIOGRAPHIES (Continued)

Cassim, AlnoorAlnoor Cassim: Director of Technical Services at xkzero . He provides technical services, custom software development and advanced system support for Sage 100 channel. Prior to xkzero, Alnoor worked at Sage software for over 14 years. He is considered to be an industry guru of Sage 100 scripting.

Certusi, Connie EVP - General Manager Sage, Inc.

Chinsky, MarkMark is the Owner of Clients First Business Solutions. Mark has been in the software industry as a reseller for over 20 years. His firm has a focus on disaster recovery using the Eversafe Backup Solution. Mark is an industry expert on disaster preparation.

Costa, TomTom Costa has also been in the ERP software world for many years on the publisher side and as a value added reseller. He’s been affiliated with State of the Art and Sage, Great Plains, SAP and Acumatica. Tom is adept at assisting partners in both a pre-sales and an enablement capacity and has assisted many partners in the Sage community especially when he was part of the Acuity launch team.

Eppele, RobertRobert Eppele is a serial-entrepreneur who has created multiple businesses over 20 years in various industries including Marketing and Technology.

Erickson, Paige VP Partner Strategy and Programs Sage, Inc.

Feldman, GaryAs a CPA and cloud technology expert, Gary Feldman brings a unique perspective to leveraging technology for growth having helped clients to reach their goals for more than 25 years.

Gaustad, BillSales Executive/Engineer at SWK Technologies, Inc.

Goggin, MoiraFounder of Chismet Consulting Corp. in Long Beach California, Moira brings 27 years of experience with Sage 100 and related products to diverse range of manufacturing and distribution customers. She learned the consulting business, and later joined State Of The Art, Inc. as a technical writing specialist. She formed her firm 1995 wanting to return to her passions of helping businesses grow and profit with quality products and services.


Goldstein, BarbaraBarbara Goldstein has over 17 years of experience as a Sage 100 Certified Consultant and Trainer. Barbara provides hands-on guidance to new clients as they set up their accounting information systems as well as on-going support for established clients. Prior to her consulting career, she spent four years as the manager of accounting operations for a distribution company, where she was responsible for the implementation of the company’s accounting software and development of accounting operations.

Haines, DianeVP Product Marketing Sage, Inc.

Hoyt, JohnJohn Hoyt is the partner in charge of Enterprise Software Solutions for the Consulting Group at Hutchinson and Bloodgood LLP in Glendale, CA. John directs strategic planning, sales and support for enterprise information management solutions and related consulting, focusing on products from Sage Software, including Sage 100 and Sage 300, and Acumatica. The Consulting Group also has a substantial JobOps practice.

Jaeger, DawnDawn Jaeger has been in the ERP software world for many years in a partner recruiting capacity for Great Plains, Macola, Navision, Infor, SAP, SugarCRM and Acumatica. She has been with Acumatica for nearly 3 years and is very enthusiastic about their partner program.

Jenkins, DougPresident and founder of Professional Software; SOA and Sage Partner for 27 years; 2010, 2011, 2012, 2013/14 Sage Eagle Award for Extraordinary Customer Experience; 2012, 2013/14 Sage Customer Excellence Award.

Kless, EdDeveloper and deliverer of courses for business partners on: leadership, organizational development, strategy, pricing, project management, and consulting behaviors and skills.

Logeais, ThereseTherese Logeais, President of Technology Integrators, has been working with Sage 100 for over twenty years. She enjoys finding solutions for new and existing customers by manipulating software to fit their needs as opposed to manipulating their processes to fit the software.

MacIntosh, PhilPhil McIntosh has been with Friendly Systems since 2000 (xTuple, Sage 100, 300, CRM, Crystal, custom programming). We're a geek squad, not a sales factory. I look at this job as bending the software to fit the end user, and have always felt I represent the end user to the software publisher rather than the other way around.

Munro, ScottVP Product Management Sage Inc.

Nottoli, MichaelMichael Nottoli is a principal at AIS in Milwaukee, Wisconsin. They focus on re-engineering business processes and making use of BI tools to help their customers get timely, actionable information from their system.

O’Neil, MikeMike O’Neil is currently Sales Director for North America for SAP Business One. Mike has seven years of SAP experience working with partners. He has built and managed partner organizations over his 20-year career both domestically and internationally working for a number of industry leaders including IBM, BMC Software, Avaya and Lotus Development.

Pabian, JohnnyOwner of Pabian Partners, Inc. a reseller in Dallas, TX. Johnny has used Sage 100/MAS 90 since 1994 as an end user till 2000. Then into the reseller business! Beta testing in 1997 on a project called Tsunami what became known as MAS 200. Next, beta testing eBusiness Manager that has never gone anywhere. A Sage President’s Circle Winner in 2011.


Reiter, JonJon Reiter is the Chief Software Engineer at DSD Business Systems and has been with DSD since 1992. Jon has worked with hundreds of Sage 100 users and resellers to develop custom solutions that complement Sage 100 ERP’s rich feature set. He has also authored many of DSD's standard enhancements, including Multi-Currency, Multi-Language, SQL Mirroring, and many more.

Richie, MikeVP Product Management Sage Inc.

Ronchetti, NicoleNicole Ronchetti is the Product Specialist at DSD Business Systems, San Diego. She has been with DSD since June 2015 and is responsible for Enhancement Testing, answering questions regarding products, product demos, VB Scripting, and general product support. Prior to working at DSD, Nicole spent five years working as a Sage 100 consultant at various resellers.

Roth, JeffJeff Roth helps create and execute the strategic goals and objectives of SWK Technologies, Inc. while providing vision and leadership to the organization, its executive team and to the entire staff. He has shaped and managed its growth strategy, encompassing SWK’s mission, vision, values and strategies. Jeff also provides direction to sustain and enhance the organization’s credibility and viability in the various ecosystems in which it exists. In addition to serving as SWK’s CEO, Jeff functions as its Chief Business Development Officer, managing the company’s primary external business relationships and referral sources.

Schulz, WayneWayne Schulz is a senior consultant with Schulz Consulting in Glastonbury CT where he uses technology to help companies implement and improve business processes.

St. John, MattMatt St. John is the Sales Executive for Sage Interfaces at V-Technologies. He has been working with V-Technologies and Sage's software since 2008. Matt began as a phone support technician for a Sage reseller located in Connecticut. Through his career he has become an expert in Sage installations, conversions/migrations, StarShip support, installations and upgrades. Having previously been a Sage consultant, he has happily found a home in sales at V-Technologies.


Schwenk, JeffAfter earning a BS in Accounting from Indiana University, becoming a CPA, spending 20 years in auditing and corporate accounting, Jeff threw caution and mortgage to the wind and started Bottomline Software in 1999. Working out of World Headquarters, he is a Sage 100 Channel Partner, helping small businesses all over the country grow their bottom lines.

Showalter, SteveSteve Showalter is a Partner at ScanForce Software. He heads up the Sales department and works to build partner relationships as well as product presentations. Steve has 10 years working at ScanForce and almost 15 years' experience with bar coding and automation for Sage 100. That experience has allowed Steve to bring a unique mix of consulting and product knowledge to each project he works on.

Smith, CodyCody Smith is a Senior Consultant for warehouse automation, specializing in process improvements. His areas of expertise include operations management, project management, best practices, industry benchmarking, inventory control and management. Cody’s experience has helped hundreds of warehouse operations utilize barcode scanning technology by his vast knowledge of Sage 100 and comprehension of warehouse management software.

Thuston, HelleneDirector of Channel Sales, SWK Technologies, Inc.

Tonra, WallyDespite his youthful good looks, Wally Tonra is an ERP guy from the mid-1990s. Joining xTuple as VP of Sales led to his reform from vendor-centric, proprietary enterprise software sales. Moving to an open source, Mac-friendly ERP package was a natural evolution, if not a revolution. Prior to xTuple, Wally spent 10 years at JD Edwards (acquired by PeopleSoft), and before that Daly.commerce (formerly Daly and Wolcott), hardware supplier XL/Datacomp and storage vendor EMC.

Veuger, RebekahRebekah is the President of ClearPoint Consulting Group. She is a licensed CPA and business process specialist. Her firm focuses on Sage 100 with an emphasis in Renovofyi and Sage Intelligence. Rebekah has been a reseller of Sage 100 for over 15 years and is dedicated to providing outstanding business consulting, software implementation and ongoing consulting services.


Wolf, PeterPeter Wolf, President, Azamba Consulting and QuantaCRM, is one of Sage's top Sage CRM consultants and is actively modifying his practice to embrace a model which includes annual recurring subscriptions covering both implementation and support. Inventive, untraditional, and self-propelled, Peter Wolf is unafraid of the different, unusual, and downtrodden. His love for Sage CRM is clear proof of that.

Wood, RobertRobert Wood is co-owner of DDF Consulting Group. Robert handles the more technical side of projects. He spends much of his time on special projects involving Crystal Reports, Scripting, etc.

Woodhead, JimJim Woodhead is the Vice President of Professional Services at DSD Business Systems and has been with DSD since 1989. He oversees the professional service team and has worked with Sage 100 since day one. He is dedicated to finding solutions for DSD’s Clients.

Ziliak, PaulPaul Ziliak, co-founder of xkzero, has been in the Sage channel since 1992. xkzero develops mobile sales and delivery automation apps for business, specializing in integrated solutions for Sage and other popular ERP systems. A CPA and former auditor in public accounting, Paul's experience includes implementation of Sage 100 systems, as well as sales of Sage 100, Sage X3 and Sage 500. At xkzero, Paul has helped conceive and launch iSales – Advance Mobile Sales for Sage 100; xkzero Mobile Commerce – Route Sales and Direct Store Delivery for Sage 100 and Sage X3, as well as GetX Universal Search for Sage 100.

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MEETING OF THE MINDS2016 5TH ANNUAL

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