cleveland, oh

USER CONFERENCEOctober 21-23Cleveland, Ohio

PRE-CONFERENCEFOUNDATION COLLEGEOctober 19-20

FOUNDATIONsoftware

cleveland, ohEMBASSY SUITES

october 21-23, 2015

from fred

Fred Ode, CEO/Chairman

Become a FOUNDATION All-Star!

An All-Star is someone who works hard to be the best at what they do. And if you want to be an All-Star around your office, you've come to the right place - the Foundation Software User Conference!

Whether you've got sports capabilities or not, you do have the potential to be a FOUNDATION All-Star. This year's User Conference and Pre-Conference Foundation College are all about honing your skills to become the office All-Star with your favorite accounting gear - FOUNDATION.

We believe that with continued education, you all have the power to be All-Stars, and the 2015 User Conference is a great way to start! Hope to see you there!

sales administrative services tech

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details agenda

accommodations

networking & entertainment

basic schedule

MONDAY, oct. 19Foundation College – 8:00am - 5:00pm (with breaks and lunch hour)

TUESDAY, oct. 20Foundation College – 8:00am - 5:00pm (with breaks and lunch hour)

Pre-Conference Foundation College

User Conferencetuesday, oct. 20Optional Early Registration – 6:00pm - 8:00pm

WEDNESDAY, oct. 21Registration and Breakfast – 7:00am - 8:00amWelcome and Opening Remarks – 8:00am - 8:30amEducation Sessions – 8:30am - 4:20pm (lunch from 12:00pm - 1:00pm)Dinner – 5:00pm - 6:00pmEntertainment – All-Star Sports Night – 7:00pm - 10:00pm

THURSDAY, oct. 22Breakfast – 7:30am - 8:15amEducation Sessions – 8:15am - 3:50pm (lunch from 11:35am - 12:30pm)Dinner – 5:00pm – 6:00pmEntertainment – Casino Night - 7:00pm - 10:00pm

FRIDAY, oct. 23Breakfast – 7:30am - 8:15amEducation Sessions – 8:15am - 4:00pm (lunch from 11:35am - 12:30pm)

Conference Hotel: Embassy Suites Cleveland - RocksideThe conference will be held at Embassy Suites. 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

Embassy Suites Room Block5800 Rockside Woods BoulevardIndependence, OH 44131(216) 986-9900Group: Foundation User ConferenceRate: $135 for single and double roomsRoom block held through Oct. 19, 2015

Cleveland Hopkins International AirportCleveland 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

Other Area HotelsHoliday Inn Cleveland South | 216-524-8050Red Roof Inn | 216-447-0030Doubletree Hotel Cleveland South | 216-447-1300Hampton Inn & Suites | 216-520-2020Days Inn | 216-524-3600Hyatt Place | 216-328-1060

payroll4construction.com

Fun Conference EventsConference attendees work hard all day, but in the evenings we kick back with some fun activities.

all-star sports nightPut on your game face for All-Star Sports Night! We’ll have a basketball toss, ping pong table, miniature golf, dome hockey, and more! Plus a photo booth and trivia and the chance to win some awesome prizes.

casino nightTry your luck at our Casino Night! With blackjack, poker, roulette, craps, and slot machines, you’ll have plenty of chances to play and win! Prizes from the Vendors’ Pavilion will also be raffled off during the event!

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SALON I SALON II SALON III SALON IV CONF. RM I CONF. RM II BOARD RM I MY SCHEDULE

Intro to MS QueryScott Kern

Current Developments

in Federal Employment Law

Doug Brown

Tips & Tricks for the New

UserMike Basil

AdvancedPayrollw/ Unions

Bronwyn Betts

Hidden Treasures of Foundation

Melissa Wood

BasicInventory

Derek Eklum

New Product Demos

Tom GrecoDenise Hearn

Intro to MS Query

(continued)Scott Kern

What’s New & What’s Coming

Brad Adamczyk

Round TableFred OdeMike Ode


(continued)Bronwyn Betts

Basic ServiceDispatch

Derek Eklum

AIAsJoe Wise

New Product Demos


Intro to MS Query


Advanced Service

DispatchJoe Wise

Sales TaxBrian Cancian



Tracking Equipment

UsageDerek Eklum

Executive Dashboard & Better Mgmt.

with Reporting

Melissa Wood

New Product Demos


Advanced J/C Activity Genie

Scott Kern

Advanced Service

Dispatch(continued)

Joe Wise

Sales Tax(continued)

Brian Cancian

Year-End Payroll Issues

Bronwyn Betts

Tracking Equipment

MaintenanceDerek Eklum

A/P & A/R Troubleshooting

Stefanie Walesch

New Product Demos




Foundation Mobile Basic:

Setup & Entry of Mobile Payroll

Stefanie Walesch

Advanced Inventory

Brian Cancian

Year-End Payroll Issues(continued)

Bronwyn Betts

Tech AdviceMatt Straka

Foundation Import GeniesMelissa Wood

New Product Demos




Tips to Prepare for Quarter &

Year EndMelissa Wood

Advanced Project

ManagementNick Blair

Payroll ForumJanice YetmarBronwyn Betts

Advanced Unit Price BillingDerek Eklum

Form GeniesStefanie Walesch

New Product Demos


8:30

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Wednesday, October 21

7:00 am - Registration & Continental Breakfast8:00 am - Welcome & Opening Remarks

schedule

LUNCH 12:00 - 1:00 (ATRIUM)

DINNER 5:00 - 6:00 (ATRIUM)

ALL-STAR SPORTS NIGHT 7:00 - 10:00


Intro to MS QueryScott Kern

Elements and Creation of Teamwork

Linda Brown

Hidden Treasures of Foundation

Melissa Wood

Payroll TroubleshootingBronwyn Betts

Basic Purchase Orders/

SubcontractsDerek Eklum

Foundation Mobile Entry

Chad OdeBrian Kelly

New Product Demos


Intro to MS Query


Elements and Creation of Teamwork

(continued)Linda Brown

Time & MaterialNick Blair

Payroll Troubleshooting


Advanced Purchase Orders/

SubcontractsJoe Wise

Foundation SaaS/P4CChad Ode

New Product Demos


Intro to MS Query


Round TableFred OdeMike Ode

Bank Reconcilia-tion Process &

Troubleshooting

Melissa Wood

Advanced Payroll

TroubleshootingBronwyn Betts

PO/Subs Forum

Joe WiseNick Blair

Basic Inventory

Derek Eklum

New Product Demos


Advanced Inventory

Brian Cancian

Foundation’s Solution to the A�ordable Care

Act

John Hnat

Overhead Allocation

Melissa Wood

Basic Project Management

Nick Blair

Job Cost Change Orders

Joe Wise

Basic Equipment

Derek Eklum

New Product Demos


Document Imaging & A/P

RoutingBrian Cancian

Tips & Tricks for the New User

Mike Basil

Foundation SaaS/P4CChad Ode

Year-End Payroll Issues

Bronwyn Betts

Basic Unit Price Billing

Nick Blair

Education Forum

Brad AdamczykChris

Kundmueller

New Product Demos


Over/Under Billing

Brian Cancian

Job Costing Forum

Scott KernMike Basil

Foundation Mobile Entry

Chad OdeBrian Kelly

Year-End Payroll Issues(continued)

Bronwyn Betts

Tech AdviceMatt Straka

Foundation Import GeniesMelissa Wood

New Product Demos


8:15

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Thursday, October 22

7:30 am - Continental Breakfast

schedule

LUNCH 11:35 - 12:30 (ATRIUM)

DINNER 5:00 - 6:00 (ATRIUM)

CASINO NIGHT 7:00 - 10:00

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Advanced J/CActivityGenie

Scott Kern

Bank Reconcilia-tion Process &

Troubleshooting

Melissa Wood

Foundation’s Solution to the

A�ordable Care Act

John Hnat

AdvancedPayroll

w/ Prevailing Wage

Bronwyn Betts

A/P & A/R Forum

Derek EklumStefanieWalesch

AIAsJoe Wise

New Product Demos


Advanced J/CActivityGenie(continued)Scott Kern

Executive Dashboard & Better Mgmt.

with Reporting

Melissa Wood

Foundation Mobile Basic:

Setup & Entry of Mobile Payroll

Stefanie Walesch

AdvancedPayroll

w/ Prevailing Wage (continued)

Bronwyn Betts

Advanced Unit Price BillingDerek Eklum

Document Imaging & A/P

RoutingBrian Cancian

New Product Demos


Advanced J/CActivityGenie(continued)Scott Kern

Overhead Allocation

Melissa Wood

G/LForum

Brian CancianLesa Riser

AdvancedPayroll

w/ Prevailing Wage (continued)

Bronwyn Betts

A/P & A/R Troubleshooting

Stefanie Walesch

Advanced Purchase Orders/

SubcontractsJoe Wise

New Product Demos


Mail MergeScott Kern

Job Cost Change Orders

Joe Wise

Time & MaterialNick Blair


Bronwyn Betts

Basic Service Dispatch

Derek Eklum

Managing Your Foundation

SecurityStefanie Walesch

New Product Demos


Mail Merge(continued)Scott Kern

Over/Under Billing

Brian Cancian

Advanced Project

ManagementNick Blair



What’s New & What’s Coming

Brad Adamczyk

Form GeniesStefanie Walesch

New Product Demos


Wrap-UpRally:

Payroll

Wrap-UpRally:

Job Cost

Wrap-UpRally:

Additional Module

Wrap-UpRally: Misc

Friday, October 23

7:30 am - Continental Breakfast

schedule

LUNCH 12:00 - 1:00 (ATRIUM)

training marketing software support

embassy suites map

8:15

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59:

25 - 1

0:25

10:3

5 - 11

:35

12:3

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301:

40-2

:40

2:50

-4:0

0

SNACKS &BEVERAGES

LUNCH &DINNER

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pre-conference foundation college

FOUNDATION for Beginners: Mastering the Base 6 ModulesDelivery Method: Group Live | Program Level: Beginner | CPE Credit: up to 18 Possible Capacity: 100 | Presenter: Melissa Wood

Key Attendees: This class is for those people who are new users of FOUNDATION or just want to master the day-to-day operations of the base 6 modules.

Descripton: 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 best practices for entry and reporting in FOUNDATION’S base 6 modules — Accounts Payable, Accounts Receivable, PO/Subs, Payroll, Job Costing, and General Ledger.

Led by Consultant Melissa Wood, you’ll learn how to perform essential daily tasks and get the most out of FOUNDATION’S core modules. You’ll also be introduced to FOUNDATION’S DataGenie report writers, and learn 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.

Microsoft Excel Form Design Using Microsoft Query Delivery Method: Group Live | Program Level: Intermediate | CPE Credit: up to 18 possible Capacity: 100 | Presenter: Scott Kern

Key Attendees: People interested in creating forms and/or templates for uploading to other software. If you have an existing form that can be filled in with data from FOUNDATION – we’ll show you how!

Prerequisites: • Familiarity with Microsoft Excel & Query • Laptop with server installation of FOUNDATION and Microsoft Excel 2007 or higher (Someone from our Tech Department will call to schedule database install)

Descripton: Join Scott Kern, Senior Consultant, as he walks you through Microsoft Excel Form Design Using Microsoft Query! Scott will show you how to create custom forms using data sourced from the FOUNDATION Database using the Microsoft Query Tool and Microsoft Excel. This session will cover many options and examples of formatting table-based data in custom forms. This includes: • AIA Billing Forms • Custom Change Order Lists • Subcontract Forms • Daily Work Tickets / Billing Forms

He'll also go over creating custom forms using data from FOUNDATION to create export files for: • 401k Uploads • Banking Information • Timecard Information • Job Cost Information • And more!

Finally, Scott will show you how to create a number of advanced macros and how to use them for exporting data in specific formats (.csv, .txt, etc.) once the data has been pulled from FOUNDATION.Many of these forms will be available for class attendees to convert to their database and tweak to fit their needs.

Takeaways: You’ll be able to source data from FOUNDATION to fill existing forms and documents. Examples include: AIA custom format, change order lists, 401k exports, subcontracts, job based-prequalification and reference lists.

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 become a FOUNDATION All-Star! This year, we’re offering two separate Foundation College courses for you to choose from.

date/TIME:Monday, Oct. 19 - Tuesday, Oct. 20 – 8:00am - 5:00pm (with breaks and lunch hour)

location:Embassy Suites Cleveland-Rockside – 5800 Rockside Woods Blvd, Independence, OH – (216) 986-9900

cost:Regular Price - $1,295 | Early-Bird Discount - $1,165 through Sept. 4, 2015

REGISTRATION:Complete the attached form or register online: www.foundationsoft.com/fc

Registration Includes: • Two-day course (FOUNDATION for Beginners OR Microsoft® Excel) • Binder with course materials and examples • Beverages and snacks

r&D web development

Option 2 (Note: This two-day course runs Oct 19 & Oct 20):

CHOOSE A COURSE:

FOUNDATION COLLEGEEmbassy Suites | Cleveland, OH | Oct 19 & 20

2015 Option 1 (Note: This two-day course runs Oct 19 & Oct 20):

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• Monday and Tuesday lunches • Monday dinner

sessions

Advanced Inventory CPE Credit: 1 | Program Level: Advanced | Instructor: Brian CancianWhen: October 21st, 2:10pm-3:10pm (Salon III) | October 22nd, 12:30pm-1:30pm (Salon I)This session is for individuals who already use the Inventory Module and want to delve deeper to learn how to use it more effectively. In this advanced class, we will look at strategies for reconciling and balancing out your inventory and its value, raw material/production tracking, tips and tricks for effective entry, job costing, and transferring inventory to and from the job site.

Advanced J/C Activity GenieCPE Credit: 3.5 | Program Level: Advanced | Instructor: Scott Kern When: October 21st, 1:00pm-4:20pm (Salon I) | October 23rd, 8:15am-11:35am (Salon I)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 you an overview and explanation of the available cells in the report writer and how you can 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.

Advanced PayrollCPE Credit: 3.5 | Program Level: Advanced | Instructor: Bronwyn Betts When: October 21st, 8:30am-12:00pm (Salon IV) w/ Unions | October 23rd, 8:15am-11:35am (Salon IV) w/ Prevailing WageThis session is for those who want to learn more about tools and processes to help save time in FOUNDATION’S Payroll Module. This includes advanced features that allow you to cut faster A/P invoices for your liabilities, create multiple checks and custom employee lists, and so much more. The first session on 10/21 will focus on union setup and issues and the session on 10/23 will focus on prevailing wage.

Advanced Payroll TROUBLESHOOTINGCPE Credit: 1 | Program Level: Advanced | Instructor: Bronwyn Betts When: October 22nd, 10:35am-11:35am (Salon IV) This session is for those who want to learn more about reconciling their payroll to Job Costing and the General Ledger. You’ll see what reports you should be looking at, how to fix any irregularities, and strategies to prevent unbalance.

Advanced Project ManagementCPE Credit: 1 | Program Level: Advanced | Instructor: Nick Blair When: October 21st, 3:20pm-4:20pm (Salon III) | October 23rd, 1:40pm-2:40pm (Salon III)This session is for individuals who already use the Project Management Module. We will help you delve deeper so you can use this module more effectively. In this advanced class, we will look at ways to use your field logs to decrease entry time, integrate FOUNDATION with your Microsoft Outlook email, create forms in the Template Editor, and more!

Advanced Purchase Orders/SubcontractsCPE Credit: 1 | Program Level: Advanced | Instructor: Joe WiseWhen: October 22nd, 9:25am-10:25am (Conference Room I) | October 23rd, 10:35am-11:35am (Conference Room II)This session is meant for individuals who already use the PO/Sub Module, and want to delve deeper to learn how to use it more effectively. In this advanced class, we will look at designing and tracking subcontracts, ordering materials with and without the Inventory Module, committed cost reports, lien waivers, and change orders.

Advanced Service DispatchCPE Credit: 2.5 | Program Level: Advanced | Instructor: Joe WiseWhen: October 21st, 10:50am-2:00pm with break for lunch (Salon II)This session is for those who already use Service Dispatch. We will help you delve deeper so you can effectively use this module. In this advanced class we will look at the newest methods for tracking maintenance contracts, the reports that can help you manage and understand your service work, and how you can be sure the Service Dispatch Module is functioning correctly with the other FOUNDATION modules.

Advanced Unit Price BillingCPE Credit: 1 | Program Level: Advanced | Instructor: Derek EklumWhen: October 21st, 3:20pm-4:20pm (Conference Room I) | October 23rd, 9:25am-10:25am (Conference Room I)This session is for individuals who already use the Unit Price Billing Module and want to delve deeper to learn how to use it more effectively. In this advanced class, we will look at the Unit Price Billing Module’s effect on job costing quantities, the tracking and payment of subcontractors, entering of paid quantities, and revenue integration.

AIAsCPE Credit: 1 | Program Level: Basic | Instructor: Joe Wise When: October 21st, 9:40am-10:40am (Conference Room II) | October 23rd, 8:15am-9:15am (Conference Room II)Join us to learn about creating and maintaining monthly AIA billings in FOUNDATION. We’ll show you how to import the Schedule of Values from your job’s budget or from Excel. We’ll also go over how to track retainage, post to A/R, rollback to previous applications, and release retainage for final billings.

A/P & A/R TroubleshootingCPE Credit: 1 | Program Level: Intermediate | Instructor: Stefanie Walesch When: October 21st, 1:00 pm-2:00 pm (Conference Room II) | October 23rd, 10:35am-11:35am (Conference Room I)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 and the General Ledger and Job Costing Modules. This session will offer a special focus on the A/P and A/R reports as they relate to auditing and troubleshooting. Finally, you’ll learn how to avoid the most common pitfalls in both modules so you can make your system usage more efficient and accurate through numerous tips and tricks.

Bank Reconciliation Process & TroubleshootingCPE Credit: 1 | Program Level: Basic | Instructor: Melissa Wood When: October 22nd, 10:35-11:35am (Salon III) | October 23rd, 8:15am-9:15am (Salon II)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.

Basic EquipmentCPE Credit: 1 | Program Level: Basic | Instructor: Derek EklumWhen: October 22nd, 12:30pm-1:30pm (Conference Room II)This session is for anyone who is new to using or who wants to review the fundamentals of using the Equipment Module. The basic concepts covered will be the importance of tracking maintenance vs. job usage, the key maintenance fields that can make your day-to-day life easier, and the different data entry options FOUNDATION has for you.

Basic InventoryCPE Credit: 1 | Program Level: Basic | Instructor: Derek EklumWhen: October 21st, 8:30am-9:30am (Conference Room II) | October 22nd, 10:35am-11:35am (Conference Room II)This session is for anyone who is new to using or who wants to review the fundamentals of using the Inventory Module. The basic concepts covered will be the importance of maintenance items like warehouses and categories, a look at the process of all of the daily entry of inventory, and an exploration of the reports that can help you understand your inventory better.

Basic Project ManagementCPE Credit: 1 | Program Level: Basic | Instructor: Nick BlairWhen: October 22nd, 12:30pm-1:30pm (Salon IV)This session is for anyone who is new to using or who wants to review the Project Management Module. The basic concepts covered will be the creation of different levels of classification and labeling of documents, the important details for entering in a document, and what reporting in the Project Management Module can show you.

Basic Purchase Orders/SubcontractsCPE Credit: 1 | Program Level: Basic | Instructor: Derek EklumWhen: October 22nd , 8:15am-9:15am (Conference Room I)This session is for anyone who is new to using or who wants to review the Purchase Order/Subcontracts Module. We’ll cover the essential entry of a purchase order for accounts payable and job cost tracking, receiving items into the Inventory Module, integrating with the A/P invoices, and tips for troubleshooting and beyond. We’ll also go over essential entry of the subcontract for tracking purposes, creating a subcontract in the Template Editor, and entering change orders against a subcontract.

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sessions

Basic Service DispatchCPE Credit: 1 | Program Level: Basic | Instructor: Derek EklumWhen: October 21st, 9:40am-10:40am (Conference Room I) | October 23rd, 12:30pm-1:30pm (Conference Room I)This session is for anyone who is new to using or who wants to review the fundamentals of using the Service Dispatch Module. We’ll cover important maintenance items like sites and technicians, effective setup and usage of the service dispatch board, and a walk through of the process of creating, entering, and billing a service dispatch work order.

Basic Unit Price BillingCPE Credit: 1 | Program Level: Basic | Instructor: Nick Blair When: October 22nd, 1:40pm-2:40pm (Conference Room I)This session is for anyone who is new to using or who wants to review the fundamentals of using the Unit Price Billing Module. The basic concepts covered will be the creation and entry of agencies, items, estimates, and bids, as well as a look at creating billings for your customer and the daily entry needed to run this module effectively.

Current Developments in Federal Employment LawCPE Credit: 1 | Program Level: Overview | Instructor: Doug BrownWhen: October 21st, 8:30am-9:30am (Salon II)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, Construction Affirmative Action including Veterans and the Disabled, the Affordable Care Act, OSHA, and more.

Document Imaging & A/P RoutingCPE Credit: 1 | Program Level: Basic/Intermediate | Instructor: Brian Cancian When: October 22nd, 1:40pm-2:40pm (Salon I) | October 23rd, 9:25am-10:25am (Conference Room 2)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 the Accounts Payable, Payroll, and Job Costing Modules, as well as 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, or revisions.

Elements and Creation of TeamworkCPE Credit: 2 | Program Level: Overview | Instructor: Linda BrownWhen: October 22nd, 8:15am-10:25am (Salon II)Organizational consultant and executive coach Linda Brown will provide you with information on the different types of teams, strategies for developing and improving their effectiveness, issues that teams encounter, and tips for long lasting successful teamwork. Then you will be provided an assessment tool (for you to take) that can help assess what YOU can do to be a better team member and/or leader.

Executive Dashboard & Better Management with ReportingCPE Credit: 1 | Program Level: Overview | Instructor: Melissa WoodWhen: October 21st, 10:50am-12:00pm (Conference Room II) | October 23rd, 9:25am-10:25am (Salon II)Foundation Software works hard to provide the data needed for executives to make the all-important decisions about a company’s present and future. In this class, we will review one of our most powerful tools for this, the Executive Dashboard. Additionally, we’ll look at the Cash Flow Report and other essential reports that can help you “Macro-Manage” your business through FOUNDATION’S reporting.

Form GeniesCPE Credit: 1 | Program Level: Basic | Instructor: Stefanie Walesch When: October 21st, 3:20pm-4:20pm (Conference Room II) | October 23rd, 1:40pm-2:40pm (Conference Room II)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 GeniesCPE Credit: 1 | Program Level: Basic | Instructor: Melissa Wood When: October 21st, 2:10pm - 3:10pm (Conference Room II) | October 22nd, 2:50pm-3:50pm (Conference Room II)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 show you how to save time and money on day-to-day tasks by showing you how to automate them, and how to import timecards.

FOUNDATION mobile Basic: Setup & Entry of Mobile PayrollCPE Credit: 1 | Program Level: Overview | Instructor: Stefanie WaleschWhen: October 21st, 2:10pm-3:10pm (Salon II) | October 23rd, 9:25am-10:25am (Salon III)Tired of waiting to get paper timecards, deciphering handwriting, and making endless corrections? Want to see just how easy it is to have employees enter timecards through FOUNDATION mobile? This session will give you an overview of the basic setup and entry of payroll in FOUNDATION mobile. We will take a detailed look at setting up users, how employees can enter timecards from the field, and how that information syncs with FOUNDATION to process your payroll quickly.

FOUNDATION mobile EntryCPE Credit: 1 | Program Level: Overview | Instructor: Chad Ode & Brian KellyWhen: October 22nd, 8:15am-9:15am (Conference Room II) | October 22nd, 2:50pm-3:50pm (Salon III)FOUNDATION mobile is an important and growing aspect of our system. We will show you how to import timecards directly from the field, as well as transferring equipment usage hours and other information to FOUNDATION. Additionally, we will look to the future and features we plan to add to mobile to make it an even more dynamic solution for your day-to-day entry.

FOUNDATION SaaS/P4CCPE Credit: 1 | Program Level: Overview | Instructor: Chad Ode When: October 22nd, 9:25am-10:25am (Conference Room II) | October 22nd, 1:40pm-2:40pm (Salon III)Foundation offers more than just accounting software! Learn about our other back office solutions and how they can help your business: FOUNDATION SaaS gives contractors access to America’s #1 Construction Accounting Softwarein the cloud and Foundation's sister company, Payroll4Construction.com, can help you process your payroll; print checks and direct deposits; pay federal, state and local taxes; and do your W2s.

FOUNDATION’s Solution to the Affordable Care ActCPE Credit: 1 | Program Level: Overview | Instructor: John HnatWhen: October 22nd, 12:30pm-1:30pm (Salon II) | October 23rd, 8:15am-9:15am (Salon III)This class will examine the ways FOUNDATION can help to ensure that you are in compliance with the Affordable Care Act. We will look at how to set up and run helpful reports, and show you where to find the other specific information that can help you.

Hidden Treasures of FOUNDATIONCPE Credit: 1 | Program Level: Intermediate | Instructor: Melissa WoodWhen: October 21st, 8:30am-9:30am (Conference Room I) | October 22nd, 8:15am-9:15am (Salon III)This session will dig deep into the setup of your system to point out some features, options, and other advantages that are often overlooked or that you just might have forgotten about. You’ll leave this session with new tools, processes, drilldowns, or other “treasures” that can make your daily use of FOUNDATION better.

Intro to MS QueryCPE Credit: 3.5 | Program Level: Basic/Intermediate | Instructor: Scott Kern When: October 21st, 8:30am-12:00pm (Salon I) | October 22nd, 8:15am-11:35am (Salon I)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.

Job Cost Change OrdersCPE Credit: 1 | Program Level: Intermediate | Instructor: Joe Wise When: October 22nd, 12:30pm-1:30pm (Conference Room I) | October 23rd, 12:30pm-1:30pm (Salon II)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.

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sessions

Mail MergeCPE Credit: 2 | Program Level: Advanced | Instructor: Scott Kern When: October 23rd, 12:30pm-2:40pm (Salon I)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.

Managing Your FOUNDATION SecurityCPE Credit: 1 | Program Level: Basic | Instructor: Stefanie Walesch When: October 23rd, 12:30pm-1:30pm (Conference Room II)In this session, we will review the fundamental concepts of how our security system works and give you some tips and tricks on how to customize your users’ experience and create the level of security you want and need for your company.

New Product DemosProgram Level: Overview | Instructor: Tom Greco & Denise HearnWhen: October 21, 8:30am-5:00pm; October 22 8:15am-3:50pm; October 23 from 8:15am-2:40pm (Board Room I) Stop by Board Room I at any time!Thinking about expanding your use of FOUNDATION and adding on some of our extra modules to meet your business needs? Come talk with our Sales Team! They’ll give you a demo of anything you’d like to see and talk with you about the features and advantages of adding modules, products, or services to your FOUNDATION package. Just stop by or talk with our Sales Team at the conference to set up a demo!

Over/Under BillingCPE Credit: 1 | Program Level: Executive/Advanced | Instructor: Brian Cancian When: October 22nd, 2:50pm-3:50pm (Salon I) | October 23rd, 1:40pm-2:40pm (Salon II)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.

Overhead AllocationCPE Credit: 1 | Program Level: Advanced | Instructor: Melissa Wood When: October 22nd, 12:30pm-1:30pm (Salon III) | October 23rd, 10:35am-11:35am (Salon II)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.

Payroll TroubleshootingCPE Credit: 2 | Program Level: Intermediate | Instructor: Bronwyn Betts When: October 22nd, 8:15am-10:25am (Salon IV) | October 23rd, 12:30pm-2:40pm (Salon IV)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 Payroll Corrections feature, using the Adjustment Genie effectively, and updating union information.

Round TableCPE Credit: 1 | Program Level: Overview | Instructors: Fred Ode & Mike Ode When: October 21st, 9:40am-10:40am (Salon III) | October 22nd, 10:35am-11:35am (Salon II)Join us for an interactive session with Foundation executives Fred Ode and Mike Ode. 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.

Sales TaxCPE Credit: 2.5 | Program Level: Intermediate | Instructor: Brian CancianWhen: October 21st, 10:50am-2:00pm with break for lunch (Salon III)Sales and use tax tracking can be one of the most complex issues to deal with. In this session, we’ll explore some of the numerous settings and options that you have to track the sales tax that you pay, the use tax that you owe, the makeup tax that you may be liable for, or the refund/credit that you may be entitled to. We’ll also be looking at both the accounts payable and accounts receivable sides of sales/use tax. Prior to attending, you may want to consult with your local tax professional to determine what your individual tax tracking needs are so that you can better apply the concepts being taught.

Tech AdviceCPE Credit: 1 | Program Level: Intermediate/Advanced | Instructor: Matt StrakaWhen: October 21st, 2:10pm-3:10pm (Conference Room I) | October 22nd, 2:50pm-3:50pm (Conference Room I)In this session, you’ll gain some insight into how FOUNDATION’S Server Console works and how you can use it to keep FOUNDATION running smoothly. We’ll go over backups and backup strategies, database maintenance and utilities, SQL query security, disaster recovery, how to fix common connection problems, and more.

Time & MaterialCPE Credit: 1 | Program Level: Basic/Intermediate | Instructor: Nick Blair When: October 22nd, 9:25am-10:25am (Salon III) | October 23rd, 12:30pm-1:30pm (Salon III)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. By posting your expenses to a period that was already billed, you’ll never miss out on lost revenue! We’ll also show you how to create your own billing designs that can be printed or emailed directly from FOUNDATION.

Tips to Prepare for Quarter & Year-EndCPE Credit: 1 | Program Level: Basic | Instructor: Melissa WoodWhen: October 21st, 3:20pm-4:20pm (Salon II)Does the close of financial periods have you stressed? Come and look at some different options to help you prepare for Quarter-End and Year-End. We’ll examine reports, strategies, and tips to prepare you and help you avoid unwanted surprises.

Tips & Tricks for the New UserCPE Credit: 1 | Program Level: Basic | Instructor: Mike Basil When: October 21st, 8:30am-9:30am (Salon III) | October 22nd, 1:40pm-2:40pm (Salon II)In this session, we’ll show you how to get familiar with FOUNDATION and 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 Excel®. Finally, we’ll touch on user-defined fields and how to enter notes and reminders in the software.

Tracking Equipment MaintenanceCPE Credit: 1 | Program Level: Intermediate | Instructor: Derek Eklum When: October 21st, 1:00pm-2:00pm (Conference Room I)Join us in this session to learn how to effectively set up and use work orders and how to track your service maintenance codes. Additionally, we’ll review FOUNDATION’S newest feature in the Equipment Module – Fuel Tracking.

Tracking Equipment UsageCPE Credit: 1 | Program Level: Intermediate | Instructor: Derek Eklum When: October 21st, 10:50am-12:00pm (Conference Room I) The session will focus on the different ways we can assign job cost to projects via the Equipment Module. In doing so, we will examine the variations you can use to assign rates and the different options you have to put the data into FOUNDATION.

What’s New and What’s ComingCPE Credit: 1 | Program Level: Overview | Instructor: Brad Adamczyk When: October 21st, 9:40am-10:40am (Salon II) | October 23rd, 1:40pm-2:40pm (Conference Room I)In this session we’ll take a module-by-module look at the most important and useful features added to FOUNDATION in the last 2 years, and we’ll give you a preview of what new features our Research and Development Department is cooking up for the future.

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sessions

Wrap-Up RALLYProgram Level: Overview | Instructor: Brad Adamczyk, Mike Basil, Nick Blair, Stefanie Walesch, Joe Wise, Derek Eklum, Denver Sperry, Anthony D’Amico, and Dan SlukaWhen: October 23rd, 2:50pm-4:00pm (Salons I, II, III, IV)In this final session of Foundation’s User Conference, we are looking to give you a lasting personalized experience until next time. We will have several trainers on hand and ready to answer any remaining questions before you leave! We also welcome you to provide feedback on the courses and conference in general, and even let us know what kind of Foundation “gear” you’d be interested in! We’ll be raffling off prizes to participants, so please join us!

Year-End Payroll IssuesCPE Credit: 2 | Program Level: Intermediate | Instructor: Bronwyn Betts When: October 21st, 1:00pm-3:10pm (Salon IV) | October 22nd, 1:40pm-3:50pm (Salon IV)This session focuses on the various tasks that have to be completed during December and January. You’ll learn how to plan for many of the common year-end issues in advance, 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.

Special Interest ForumsWe recognize that the wisdom our users hold is as valuable, if not more, as the knowledge that our instructors share in each session. With the hope of creating and cultivating a deeper understanding of FOUNDATION, we have created five separate Special Interest Forums that are dedicated to exploring the six base modules and the information shared may be just what you need to jump-start your system usage and reporting. There will also be an Education Forum dedicated to discussing how we can best provide you with educational information.

The complete list of Special Interest Forums and the senior-level instructors who will be mediating each session are listed below. Because these are all open forum sessions, you will learn directly from your peers as well as have the opportunity to share your own experiences and success stories. We strongly encourage you to come prepared to ask questions and discuss ideas.

PO/Subs ForumCPE Credit: 1 | Program Level: Overview | Instructor: Joe Wise & Nick BlairWhen: October 22nd, 10:35am-11:35am (Conference Room I)

Job Costing ForumCPE Credit: 1 | Program Level: Overview | Instructor: Scott Kern & Mike BasilWhen: October 22nd, 2:50pm-3:50pm (Salon II)

Payroll ForumCPE Credit: 1 | Program Level: Overview | Instructor: Janice Yetmar & Bronwyn BettsWhen: October 21st, 3:20pm-4:20pm (Salon IV)

G/L ForumCPE Credit: 1 | Program Level: Overview | Instructor: Brian Cancian & Lesa RiserWhen: October 23rd, 10:35am-11:35am (Salon III)

A/P & A/R ForumCPE Credit: 1 | Program Level: Overview | Instructor: Derek Eklum & Stefanie Walesch When: October 23rd, 8:15am-9:15am (Conference Room I)

Education ForumCPE Credit: 1 | Program Level: Overview | Instructor: Brad Adamczyk & Chris Kundmueller When: October 22nd, 1:40pm-2:40pm (Conference Room II)Foundation is committed to providing better and more accessible information for our users. In the Education Forum we will listen to your questions and ideas, as well as ask questions of our own, in an effort to improve the way we provide educational information to users.

ALL-STAR HIGHLIGHTS

Minor & Major League ClassesWhether you’re a basic user or looking to move into the advanced usage of a module, we’ve got a class for you! Our most popular sessions are available in both basic and advanced levels.

Wrap-Up RallyTime to rally! Before the conference ends and you head back to your home field, we want to make sure you’ve had all your questions answered. Our trainers will be available for a full hour at the end of the conference.

New Product Demo RoomThinking about expanding FOUNDATION with additional modules, FOUNDATION mobile, FOUNDATION eAccess, or our sister payroll service – Payroll4Construction.com? Meet up with a Foundation Representative in Board Room I for a personalized demo.

One-on-One w/ Foundation Think of all of the Foundation employees as your teammates! And what better way to bond with your teammates and get your questions answered than by talking with them. We’ll be available during meals and throughout the conference to help you in any way that we can.

Vendors’ PavilionWant to see the latest and greatest products and services that work with FOUNDATION? Check out our Vendors’ Pavilion on Thursday afternoon!

Expert Guest SpeakersWe’re also focused on helping you improve other aspects of your business beyond the use of FOUNDATION, so we’ve brought in the best “pinch hitters” to talk about improving teamwork, employment law, and more!

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registrationregistration form

how to register

CPE CREDIT & other infoContinuing Professional EducationFoundation 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 for more CPE information.

PaymentPlease 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 Sept 4, 2015 deadline to qualify for the early-bird discount.

Cancellation/No ShowAttendee substitutions will be accepted at any time without charge. Attendees may cancel their registrations on or before Sept. 28, 2015 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.

More InformationFor more information regarding administrative policies such as complaints, please contact Erica Baker.Call (800) 246-0800 or email [email protected].

online Go to: www.foundationsoft.com/ucfax Fill out the form and fax it back.mail Fill out the form and mail it back.

Instructions- Complete form and return to Foundation Software • MAIL: 17999 Foltz Industrial Parkway, Strongsville, OH 44149 • EMAIL: [email protected] • FAX: (330) 220-1443- Send multiple forms for additional attendees from same company- Hotel accommodations are NOT included- Last day to register is Oct. 1, 2015 - Registration Questions? Contact Erica Baker: (800)246-0800

Pre-Conference Foundation College

Wed. Breakfast (check only if not staying at the hotel)Thurs. Breakfast (check only if not staying at the hotel)Fri. Breakfast (check only if not staying at the hotel)All-Star Sports NightCasino Night

Check the box beside each event and meal that you will attend.

Your total:

early bird (on or before 9/4): $1,165regular (after 9/4): $1,295

early bird (on or before 9/4): $1,435regular (after 9/4): $1,595

guest rate: $200

Wed. LunchThurs. LunchFri. Lunch

User Conference

$

options

CHOOSE ONE: FOUNDATION for Beginners OR Microsoft Excel

Full Name & Title First Name for Badge

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T-Shirt Size (circle one):

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attendee information

Men’s: S M L XL XXL XXXL Women’s: S M L XL XXL XXXL

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payment

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EDUCATION

User Conference Registration Includes:Each registered User Conference participant may attend the welcome dinner reception, the All-Star Sports Night, the Casino Night, 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.

Foundation College Registration Includes:Each registered Foundation College participant may attend one two-day course (FOUNDATION for Beginners OR Microsoft Excel). Registration includes beverages, Monday and Tuesday lunches, Monday dinner, and snacks, plus a binder with course materials and examples.

Guest or Spouse (can attend meals and evening events but no sessions)

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Guest Name

we can’t wait to see you!

CEO/ FOUNDERFRED ODE

PRESIDENTMIKE ODE

&

Foundation Software17999 Foltz Industrial ParkwayStrongsville, OH 44149

Electronic Service Requested

USER CONFERENCEOctober 21-23

PRE-CONFERENCEFOUNDATION COLLEGEOctober 19-20

Up Your GameBecome a FOUNDATION All-Star!

join the HuddleJoin the round table discussion with Mike & Fred

Create a Game Plan Learn from our consultants, trainers & staff

Get in Shape Stay up-to-date with new features & products

team upNetwork with other users and vendors

5 reasons you should attend:

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Documents

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