Certified Trainer Conference Call January 24, 2007

Introductions  Host  Julie Elm – Customer and Partner and Program Manager, Sage ACS  Sage Staff Presenters & Attendees  Leslie Burkes - Director Sage Learning Services, Sage Non-Profit Solutions  Susan DeLuca - Mgr. Sage Learning Services, Sage Abra HRMS  Janet Moore - Mgr. Sage Learning Services, Sage SalesLogix  Natalie Johnson - Mgr. Sage Learning Services, Sage ACS  Celina Oliver – Partner Programs Specialist, Sage ACS

Today’s Agenda  2007 Certified Trainer Renewals  Sage Software University and Certified Trainer Web Sites  Update By Product  Sage Abra HRMS  Sage MIP Fund Accounting  Sage SalesLogix  Sage MAS 90 and MAS 200  Sage MAS 500  Sage BusinessWorks  Sage PFW  New Layout for future Certified Trainer Calls  Program Reminders & Questions

Certified Trainer Program Renewal Benefits  Certified Trainer Program is an annual program that expires on March 31 st of each year  Program Renewal Benefits (by March 31, 2007)  Continue to promote your Certified Trainer status and services to provide classroom and onsite training to customer and business partners  The ability to purchase Sage Software certified student course curriculum for the courses titles for which you are a certified trainer  Automatic updates to certified trainer course curriculum  Continued use of the Certified Trainer Logo for use in marketing your services  Discounted renewal rate (20% savings)  Continued access to the Sage Certified Trainer web site, which includes classroom and trainer tools

Certified Trainer Renewal Process  Initial notices will be sent 60 days in advance of the expiration (First Week of February 2007) – No action required  Renewal notices will be sent 30 days in advance of the expiration  Contains a detailed breakdown of each trainer’s certifications and renewal fees  Renewal rates are based upon the number of teaching days and purchase date of the original trainer curriculum  For example, MAS 90 Core Applications – 4 day class  Renewal rate is 80% of the original trainer curriculum purchase price or $  At time of renewal, Sage may require a class and/or product assessment

Sage Software University  Sage Software University  One-stop shop for all Sage Software training needs  Through “My University” you can register for class, join your Realtime and Anytime Learning Sessions and launch assessments  View your contact information, past training and assessment history

Sage Software University  The new Sage Software University available for:  Sage MIP Fund Accounting  Sage SalesLogix  Sage MAS 90 and MAS 200  Sage MAS 500  Sage BusinessWorks  Sage PFW  Sage ACCPAC  Sage Abra HRMS  Scheduled to replace existing system in 2007

Sage Software University  Create your own unique Partner Profile  One profile per employee Click here to create your Partner Profile

Sage Software University Partner Getting Started Guide* Learn how to set up your partner login and what Sage University has to offer! *Sage Non-Profit Solutions access coming soon!

Where did the Certified Trainer Web Site go?  No longer accessible via Sage Education Web site link  To access, go to: login: certified password: education  Also accessible via Sage Software University  CT website to move Sage University in near future Thru Sage Software University* *Sage Non-Profit Solutions access coming soon!

Susan L. DeLuca, CPT Manager Sage Learning Services Sage Abra HRMS

Sage Abra HRMS  May I introduce myself?  Where are we in the Abra Learning Services department?  Where are we going?

Sage Abra HRMS

Leslie Burkes Director Sage Learning Services Non-Profit Solutions

Sage MIP Fund Accounting  Trainer Certification for version 8.1  Only AFM certified trainers are required to attend certification training & take assessment  Classes begin January 31 st  Attendance at certification class and passing assessment is required before ordering AFM curriculum  Draft AFM curriculum will be available for certification class and to use as a study guide for the AFM assessment  Multicurrency will not be included in the 8.1 curriculum/certification process

Sage MIP Fund Accounting  Curriculum Update  Version 8.1 Core, Payroll and Year End books scheduled for release by February  Version 8.1 AFM and Tech books scheduled for release by March  Make sure you allow time for the new curriculum to arrive before scheduling your 8.1 classes  Adding version number to curriculum ordered through Sage Software Online

Sage MIP Fund Accounting  MIPT Update  Version 8.1 MIP Training database scheduled for release by February  MIPT is now available on Sage Software UniversitySage Software University  Detailed database changes are discussed in certification class

Janet Moore Manager Sage Learning Services CRM Solutions

Sage SalesLogix  Name Changes – will see in future curriculum versions  Sage CRM SalesLogix  Sage SalesLogix  Sage CRM  SageCRM  Sage SalesLogix v7.2 – May 2007 release  New Web Client  Re-designed architecture (.Net, ASP.Net, XML, Web Services, etc.)  Imbedded Mobile development environment  Some Admin curriculum updates possible with v7.2 release  New Web Client v7.2 End User curriculum

Natalie Johnson Manager, Sage Learning Services Accounting Solutions

Accounting Solutions (ACS)  Sage MAS 90 and 200  4.2 Product Release March 2007  Updated curriculum release April/May 2007 Introduction System Administrator Setup and Processing Accounts Payable Core, Distribution, Payroll Period/Year end Self-Study Guides  Save your 4.1 Core trainer kits Will send only replacement modules Intro/SA/AP setup and processing  4.1 version of these curriculums will still be available to order  4.2 Customer Workshop curriculum available upon product release

Accounting Solutions (ACS)  Sage MAS 90 and 200  Sage MAS 90 and Partner Workshops – Now available!  All Sage MAS and 200 Certified Trainer must attend in order to remain trainer certified.

Accounting Solutions (ACS)  BusinessWorks version 7  Released November 2006  Still analyzing any update  PFW  Trainer Kits – end of January 2007  Student Curriculum – Mid February  More communications as projects are more finalized  Student Resources for case downloads

Reminders: New Communication Tools  Curriculum Issue Request Form Curriculum Issue Request Form Use this form to report curriculum issues or problems (including: error message, misspellings, page number inaccuracies, problems with data sets, etc.

New Communication Tools  Curriculum Enhancement Request Form Curriculum Enhancement Request Form Use this form to report curriculum enhancement requests. Enhancements are suggestions as to how to better improve the current curriculum.

New Communication Forms  Forms can be found on the Certified Trainer Web site  Send completed forms to

General Information  Visit the Certified Trainer Web site for  Certified Trainer Conference Call Schedules  Certified Trainer Conference Presentations  Submit agenda topics

Future Meetings  Continue to conduct a quarterly Certified Trainer Conference Call  Alternate quarterly between a “general call” and a “Business Unit” (product specific) call  Opportunity to explore product specific issues such as specific curriculum topics  Next quarter: Product Specific  Calls will be held in April  Meeting notices with agenda topics to go out the first week of March

Certified Trainer Conference Call Schedule  Business Unit/Product Specific CT Conference Call Dates  ACS (Sage MAS 90, 200 and 500, Sage BusinessWorks and Sage PFW) – Tuesday, April 17th 10:00 AM PST, 11:00 AM MST, 12:00 PM CST, 1:00 PM EST  Sage Non-Profit Solutions - Wednesday, April 18th 10:00 AM PST, 11:00 AM MST, 12:00 PM CST, 1:00 PM EST  Sage SalesLogix - Wednesday, April 11, 2007 at 9:00 AM PST, 10:00 AM MST, 11:00 AM CST, 12:00 PM EST  Sage Abra HRSM – To be Announced