Event: Full Steam Ahead with Sage - Montreal & Ottawa

As a long-time or prospective client, you are invited to join us at our 4th annual Sage Learning event to be held in Montreal and Ottawa on consecutive days.


Montreal - Monday, October 29th, 2018, 8am-4pm at the Hôtel Place d'Armes in the heart of the old city.  Register for Montreal

Ottawa - October 30th, 2018, 8am-4pm at the newly renovated Canada Science and Technology Museum.  Register for Ottawa


You will be able to choose 4 sessions from any of the following learning tracks (see below for Preliminary Agenda):

  • Sage 300Cloud Accounting & Business Management Solutions
  • Productivity Solutions for Sage 300Cloud
  • Sage Cloud Solutions

Light breakfast & lunch will be served. Prizes will be drawn at event wrap-up.

You are welcome to include multiple people from your organization that could benefit from these different tracks.

Join us for this unique opportunity to see the latest developments and talk to representatives of D&A and Sage.

The D&A Team
Register for Montreal - oCTOBER 29TH, 2018

Register for Ottawa - oCTOBER 30TH, 2018


Seminar Agenda


8:00 - 8:30 - Breakfast & Networking 

8:30 - 10:00 - Welcome & Keynotes - Sage Canadian Market Product Overview including: Sage 300Cloud, Sage CRM & Sage Business Intelligence, and Sage Cloud Connected Services.

10:10 to 11:00 - Learning Session #1

Accounting & BMS solutions - Sage 300Cloud & Sage CRM new features overview & road ahead. Presented by: Alistair Ellis - Principal Product Manager at Sage

Cloud Solutions - Becoming a Sage People Company! - Discover Sage People, a Salesforce-based Cloud HR solution that is transforming how mid-size businesses know, manage and engage with their people.  Presented by Ryan Mohammed, Sage Business Cloud People.

Productivity Solutions - Tairox Productivity Tools for Sage 300 including Tairox CRM, Productivity Tools & SOX Approvals. Presented by Nancy Lavery of RL & Associates.

11:10 - 12:00 - Learning Session #2

Accounting & BMS solutions - Deep Dive into BI & Sage Intelligence reporting options with Sage 300Cloud. Understand the differences between Sage Intelligence Reporting and Sage Enterprise Intelligence. Presented by Daniel Scott, Product Marketing Manager at Sage.

Cloud Solutions - Trends and best practices in integrated eCommerce.  Integrated B2B & B2C eCommerce/mobile sales teams are a must in today's economy. Sage 300cloud provides many options to create a fully integrated web sales and marketing presence. Presented by Bill Parkinson, Principal at Parkinson's eCommerce & Consulting Services (PEACS).

Productivity Solutions - The Life of a Purchase in Sage 300Cloud - Norming Resource Manager Purchase Requisition and Approval, Receive against PO, Create a Fixed Asset, Payment  and cheque Approval with Tairox SOX,  generate EFT file, reconcile in RecXpress for Banks Service, Orchid Document Management Link and more. Presented by Robert and Nancy Lavery of RL & Associates.

12:00 - 1:20 - Lunch

1:30 - 2:20 - Learning Session #3

Accounting & BMS solutions - Sage 300Cloud & Sage CRM - Managing All Your Business Relationships with customers, members, contacts using Sage 300 & Sage CRM with a new integration. Presented by Daniel Scott, Product Marketing Manager at Sage.

Cloud Solutions - Unique Remote Access Tools For Sage 300Cloud - AutoSimply Sales Anywhere & Barcode Warehouse Operations with Orchid Bin Tracking Norming Resource Manager Web Time/Expense/Leave/Project Tracking. Presented by Robert and Nancy Lavery of RL & Associates.

Productivity Solutions - Simplifying Your Budgeting with True Sky - Attend this session to discover how this easy-to-use Sage 300-integrated tool can help make your budgeting and reporting process more efficient. Presented by Alan Whitehouse, Chief Software Architect at True Sky.

2:30 - 3:20 - Learning Session #4

Accounting & BMS solutions - Transform your spend using the cloud with Sage AP Automation - Automate your AP from anywhere, on any device and earn up to 1% back while doing it! Presented by Annette Knight, Channel Manager at Beanworks.

Cloud Solutions Connect your entire operation with Sage 300Cloud and Cloud connected services - See how the new Sage 300Cloud Web User Interface and Inquiry, Sage eCommerce, Sage Inventory Advisor, Sage AP Automation and Sage Intelligence Reporting help connect your entire operation. Presented by Daniel Scott, Product Marketing Manager at Sage.

Productivity Solutions Automation with Key Solutions for Sage 300Cloud - including Systronics Revenue & Expense Deferrals, AP/AR settlements, Cashflow Forecasting Orchid Systems Inter Entity, Report Runner, Process Scheduler and Extender. Presented by Robert and Nancy Lavery of RL & Associates.

3:30 - 4:00 - Wrap-up & Prize Draw

4:05 - 5:00 - Tour of the Canada Science & Technology Museum exhibits (Ottawa)