2015 CUSTOMER TRAINING CONFERENCE. Attendee Invitation OCTOBER ATLANTA MARRIOTT MARQUIS

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1 2015 CUSTOMER TRAINING CONFERENCE Attendee Invitation OCTOBER ATLANTA MARRIOTT MARQUIS

2 DISCOVER Come see our ever expanding line of products and also take a peek at what s coming down the pipeline! LEARN TROUBLESHOOT If you need extra help with our products, meet directly with your support team. CONNECT Get to know Harris staff from all of our business units, other Harris customers and our valued conference sponsors. Ask the experts! Pick up tips and tricks about your software to help improve individual and organizational efficiency. Learn about industry trends by attending round table discussions on industry leading topics. SHARE Share best practices with other Harris customers, give feedback on your experience using our products and let us know if you have ideas for product innovations HARRIS CUSTOMER TRAINING CONFERENCE The annual Harris Customer Training Conference provides an intense three-day learning opportunity for you to increase technical know-how, leverage best practices from industry peers, and influence your chosen products and solution offerings. WHEN Conference: Wednesday, October 21 to Friday, October 23, 2015 Pre-Conference: Monday, October 19 and Tuesday, October 20, 2015 (where applicable) WHERE Atlanta Marriott Marquis 265 Peachtree Center Avenue, Atlanta, Georgia USA For your convenience, this year you ll be able to register online by visiting and following the links on the page. Questions? Contact us at HCTC@harriscomputer.com

3 Conference Registration Options The 2015 Harris Customer Training Conference Registration is now open! Follow the links provided at Or Access the site directly at PAYMENT OPTIONS Credit Card Check The fastest way to complete payment for your conference registration is to do so via credit card online. We accept MasterCard and Visa. Please note a 3.1% service fee will be added to all credit card payments. To receive the Early Bird rate you must register no later than August 31, 2015 and payment must be received by Harris no later than September 14, For registrations after August 31, 2015 payment must be received by Harris within 60 days of registration. If paying by check, please mail to: Harris Computer Systems Collections Center Drive Chicago, IL Please include your name and conference registration confirmation number on any checks.

4 FULL CONFERENCE PASS The Early Bird registration fee is $875USD Registrations received after August 31 are $1,200USD Registrations received after September 30 are $1,350USD. The Full Conference Pass registration fee includes: Admission to all Conference Sessions Admission to the Sponsorship Showcase All conference sponsored meals (Breakfasts, Lunches and Breaks) Wednesday and Thursday night Special Events 1- DAY PASS We offer a 1-Day Pass for attendance to a specific day of the conference. Only a single 1-Day Pass may be purchased per attendee; to attend multiple conference days please see the Full Conference Pass listed above. The Early Bird 1-Day Pass registration fee is $300USD The 1-Day Pass Registration fee after August 31 is $400USD The 1-Day Pass Registration fee after September 30 is $500USD The registration fee includes: Admission to all conference sessions Admission to the Sponsorship Showcase Conference sponsored meals for the specified date Note: 1-Day Passes do not include access to the evening events. GUESTS Attendees may register guests to attend the Conference Special Events. The Guest Registration fee by August 31 is $175USD per guest The Guest Registration fee after August 31 is $200USD per guest The Guest registration fee includes: Admission to the cocktail reception on Wednesday evening Admission to the banquet on Thursday evening The Guest registration does not include access to conference sessions, the Sponsorship Showcase or meals outside of the special events. This addition to your registration is intended for use by a registered attendee s spouse or guest and is not for use by co-workers. If you would like your guest to attend regular conference meals with you (breakfast and lunch), you can opt to do so at an additional charge of $50USD. Please note: A registration item that includes Full Conference is required in order to attend, and invite guests to, the Special Events. PRECONFERENCE Pre-conference sessions are offered at additional costs Monday, October 19, 2015 and Tuesday, October 20, The early bird registration fee for Cogsdale pre-conference courses is $500USD for a single day and $800USD for both days, if received by August 31, Regular Cogsdale pre-conference pricing is $700USD for a single day and $1,200USD for both days, if received by September 30, 2015.

5 Special Events Included in full Conference Registration is admission to our themed cocktail events. Pirates of Harris AVAST, ME HEARTIES! Join Harris Pirate Crew for grub, grog and a chance to win ye some booty. Treasure to be won by the saltiest Buccaneer. Set your spyglass on attending Wednesday, October 21st, Under the Sea OUR BOUNTY IS AS BOUNDLESS AS THE SEA. This year s banquet will be a night of Under the Sea elegance hosted at the Georgia Aquarium. The gala evening will include cocktails, dinner, and a surprise event intended to share our collective bounty. Thursday October 22nd, Thank you for such a wonderful conference and being an excellent host! We had a great time and learned so much. Your team was inviting, energetic, and open to constructive compliments and criticisms. The conference was informative and motivating, not to mention a LOT of fun. I look forward to working with you all and seeing you at the next conference. Attendees may register guests to attend the Conference Special Events. The Guest Registration fee is $175.USD per guest if registered by August 31. The Guest Registration fee after August 31st is $200.USD per guest. Attendee must select a registration that includes Full Conference to be eligible to add guests.

6 Accommodations Atlanta Marriott Marquis 265 Peachtree Center Avenue, Atlanta, Georgia USA Experience the bustling energy and stylish vibe at the Atlanta Marriott Marquis, one of the premier hotels in downtown Atlanta. Conveniently located in Peachtree Center, our indoor MARTA access offers guests easy direct access to Hartsfield-Jackson Atlanta International Airport just 15 miles away. This magnificent hotel is steps from the Georgia Aquarium, World of Coca-Cola, and close to CNN Center, GICC, Georgia Dome and College Football Hall of Fame. The breathtaking atrium is marked by the 50-foot color changing sail of Pulse, a cool cocktail lounge and iconic symbol of this hotel in downtown Atlanta. Unique dining options include Sear, High Velocity, and Starbucks. Relax in The Spa. Stay fit in our 24 hour Fitness Center. Take pleasure in one of 1,569 guestrooms and 94 spacious suites offering floor to ceiling windows with amazing skyline views. Create the perfect atmosphere for meetings in over 160,000 square feet of contiguous meeting space at the unrivaled Marriott Marquis Hotel in downtown Atlanta, GA. Rate: $179/night (plus taxes & fees) * Sponsors/attendees will be responsible for booking their own hotel accommodations. Click here to book online.

7 Our Sponsors The Harris Customer Training Conference is made possible in part by our sponsors. This year s Diamond Sponsors are: FileNexus Document Management in the Cloud FileNexus is now available in the Cloud: all the power of a full FileNexus Enterprise Document Management System with none of the upfront costs. Imagine being able to capture, archive, and manage all your important records, anything from everywhere seamlessly linked to your Harris System. Since you only pay for what you use, FileNexus Cloud Services can dramatically improve your business efficiency and save you money day one. What could be better than that? The IC Social Come learn from current IC customers how easy and rewarding it is to use Invoice Cloud services. We ll present our full menu of electronic bill presentment and payment services while you relax and enjoy. Enjoy our Menu of Services 1. EBPP Cold Serve: Frozen confection guaranteed to soothe the sting of picky payers 2. Online Bank Direct Sundae: This tasty service works every day of the week 3. Kiosk Latte: Comes in several flavors to suit your palette 4. EBPP Hot Serve: Reconciling payments goes better with caffeine 5. IVR Chews: Exercise your jaws on this sweet treat Arrrr Matey How can we minimize our EBPP Security Risks and PCI Compliance Costs? Pirates aren t the only ones trying to protect their booty! Utilities too are trying to reduce the security risks and compliance costs associated with electronic payment acceptance. During this educational session, you ll learn how to tune your electronic payment solutions for optimal customer usability and security/compliance best practices including: Recent regulatory changes and what it means for your utility The most common security mistakes we see New EBPP features PCI Compliance cost containment You have three opportunities to attend each sponsor session. Sponsors will present in separate rooms at the following times: Wednesday, October 21 from 4:30-5:00pm Thursday, October 22 from 8:30-9:00am Friday, October 23 from 8:30-9:00am

8 Still not convinced? Validate Your 2015 Harris Trip in order to Maximize Your Harris Investment! The annual Harris Customer Training Conference provides an intense three-day learning opportunity for you to increase technical know-how, leverage best practices from industry peers, and influence your chosen products and solution offerings. WE VE GOT YOU COVERED. Does your manager still need convincing? Worried about getting budget approval to come to the annual Harris Customer Training Conference? For your convenience, we have provided a request letter that you can send to your supervisor. Simply download one of the two documents, fill in the missing areas and pass it along to the appropriate person(s). Casual Letter Formal Letter

9 PreCon Agenda Monday, October 19, 2015 Date Start Time End Time Mon, Oct. 19 8:00am 9:00am Breakfast & Registration Session 1A 9:00am 10:00am CSM Refresher (Full Day Course) Where Do I Find It? (Half-Day Course) Break 10:00am 10:30am Break Session 1B 10:30am 12:00pm CSM Refresher Where Do I Find It? Lunch 12:00pm 1:00pm Lunch Session 2A 1:00pm 2:00pm CSM Refresher Reporting Tools (Half-Day Course) Break 2:00pm 2:30pm Break Session 2B 2:30pm 4:00pm CSM Refresher Reporting Tools Tuesday, October 20, 2015 Date Start Time End Time Tues., Oct. 20 8:00am 9:00am Breakfast & Registration Session 3A 9:00am 10:00am Deep Dive into New CSM Features (Half-Day Course) How to Implement Mobile Work (Half-Day Course) Break 10:00am 10:30am Break Session 3B 10:30am 12:00pm Deep Dive into New CSM Features How to Implement Mobile Work Lunch 12:00pm 1:00pm Lunch Session 4A 1:00pm 2:00pm Maintenance Management (Half-Day Course) Customizing the Microsoft Dynamics GP Platform (Half-Day Course) Break 2:00pm 2:30pm Break Session 4B 2:30pm 4:00pm Maintenance Management Customizing the Microsoft Dynamics GP Platform

10 Agenda Tuesday, October 20, 2015 Date Start Time End Time Session Tues, Oct. 20 5:30pm 7:30pm Registration Wednesday, October 21, 2015 Date Start Time End Time Wed, Oct. 21 7:30am 8:30am Breakfast Session 1 8:30am 10:30am Conference Opening Address 10:30am 11:15am Sponsorship Showcase & Break Session 2 11:15am 12:00pm Business Unit Opening Address 12:00pm 1:00pm Lunch Session 3 1:00pm 2:00pm Customer Service Management Road Map What s New in Work Management/Product Road Map Review Reasons to Upgrade to Microsoft Dynamics GP :00pm 2:30pm Sponsorship Showcase & Break Session 4 2:30pm 3:30pm Customer Service Management Year in Review/What s New How Asset Management Can Help Your Organization Microsoft Dynamics GP Budgeting Session 5 3:30pm 4:30pm Customer Service Management Round Table Work Management Round Table Tools to Make Daily Routines More Efficient Session 6 4:30pm 5:00pm Invoice Cloud FileNexus Paymentus 6:00pm 8:00pm Business Unit Cocktail Reception

11 Thursday, October 22, 2015 Date Start Time End Time Thurs, Oct. 22 7:30am 8:30am Breakfast Session 7 8:30am 9:00am FileNexus Paymentus Invoice Cloud Session 8 9:00am 10:00am New and Improved Budget Billing SmartWorks - New and Innovative Ways to Manage Your Business Microsoft Dynamics GP Purchasing Session 9 10:00am 11:00am Business Process Reviews - What Are They and How Can They Help Your Organization Customer Presentation Deep Dive into Navigation Lists 11:00am 11:30am Sponsorship Showcase & Break Session 10 11:30am 12:30pm Customer Presentation Data - Where to Find It, What to Do with It and How to Report on It Time Entry in Microsoft Dynamics GP :30pm 1:30pm Lunch Session 11 1:30pm 2:30pm Introducing Agency Assistance Portal Deep Dive into SmartLists Upgrade Best Practices to Help Prepare, Test and Deploy 2:30pm 3:00pm Sponsorship Showcase & Break Session 12 3:00pm 4:00pm Managing Rates Effectively Mobile Work and GeoLocation Management Working with Microsoft Dynamics GP Extender Session 13 4:00pm 5:00pm Equipment Management 101 Leveraging the Power of Service Orders and Work Orders Reasons to Upgrade to Microsoft Dynamics GP 2015 (repeat) 6:00pm 10:30pm Banquet Friday, October 23, 2015 Date Start Time End Time Fri, Oct. 23 7:30am 8:30am Breakfast Session 14 8:30am 9:00am Invoice Cloud FileNexus Paymentus Session 15 9:00am 10:00am Working with CSM Support The Value of Customer Web Customer Service Management Year in Review/What s New (repeat) Session 16 10:00am 11:00am Top Support Issues and Solutions Paperless Billing - Best Practices Mobile Work and GeoLocation Management (repeat) 11:00am 11:30am Sponsorship Showcase & Break Session 17 11:30am 12:30pm Ask Management 12:30pm 1:00pm Grab and Go Snack

12 PreCon Session Descriptions CSM Refresher (Full Day Course) Have you been using CSM for a long time and want a refresher on functionality and processes? Or, are you new to the organization and would like an overview on what functionality is available? Join us for a review of the most common features and how you should be using them in your daily operations. Audience - End Users CPE Requirements: Program Level - Beginner to Advanced; Pre-requisites - Familiarity with CSM; Advanced; Preparation - None; Offering - Group Live; Recommend 6 CPE credits awarded Where Do I Find It? (Half-Day Course) CSM houses a lot of information, which means you have access to and can report on an unlimited number of items and scenarios. The trick is knowing where to find the information, how to link it, so it makes sense and how to present it in an easy, professional manner. Audience - Technical (anyone wanting to create reports, views with SmartLists) CPE Requirements: Program Level - Beginner to intermediate; Pre-requisites - Familiarity with CSM; Advanced Preparation - None; Offering - Group Live; Recommend 3 CPE credits awarded Reporting Tools (Half-Day Course) There is a variety of reporting tools available with Cogsdale CSM and Microsoft Dynamics GP. This course will review the options, and highlight the pros and cons of each tool. We will look at scenarios and determine which tool would be best for certain situations. Audience - Technical CPE Requirements: Program Level - Beginner to Intermediate; Pre-requisites - None; Advanced Preparation - None ; Offering - Group Live; Recommend 3 CPE credits awarded

13 Deep Dive into New CSM Features (Half-Day Course) We have added a number of new features, since we met in San Diego last year. When adding new features, our goal is to make your life easier, whether it be a new item like Collection for SPAs or a change in process. During the Deep Dive, we will review both features and processes and spend some time on the new release of Budget Billing. Audience - End Users, System Administrators CPE Requirements: Program Level - Beginner to Advanced; Pre-requisites - None; Advanced Preparation - None; Offering - Group Live; Recommend 3 CPE credits awarded How to Implement Mobile Work V 2 (Half-Day Course) Mobile Work is one of our new features in the last few years. In this session we will start with the basics: what features are available. We will then discuss implementation considerations including: what information do you need for a successful implementation, what is the best approach to implementing the solution and how do you use it? Audience - End Users, System Administrators, IT CPE Requirements: Program Level - Beginner to Advanced; Pre-requisites - None; Advanced Preparation - None ; Offering - Group Live; Recommend 3 CPE credits awarded Maintenance Management (Half-Day Course) Are you currently using spreadsheets to manage your organization s assets? There are easier and more efficient ways than tracking hundreds of items on spreadsheets. Join the team to find out how CSM proactively manages ongoing asset maintenance schedules associated with meters, transformers, backflow and vehicles. We will also cover collecting specifics around test results. Audience - End Users CPE Requirements: Program Level - Beginner to Intermediate; Pre-requisites - None; Advanced Preparation - None; Offering - Group Live; Recommend 3 CPE credits awarded Customizing the Microsoft Dynamics GP Platform (Half-Day Course) There are a number of tools available to customize the Microsoft Dynamics GP Platform to suit your business needs. This session will explore the tools available and the possibilities they provide to allow you to have the most efficient system. Audience - Technical CPE Requirements: Program Level - Beginner to Advanced; Pre-requisites - None; Advanced Preparation - None ; Offering - Group Live; Recommend 3 CPE credits awarded

14 Session Descriptions Customer Service Management Road Map This is your chance to share in our achievements from the past year, but more importantly, see what we have planned for future releases. We will talk briefly about where we have been, but the focus will be on where we are going and how our plans will help your organization s daily operations. What s New in Work Management/Product Road Map Review The Work Management Team has been busy since we last met. Come and join them for a review of some of the functionality we have recently released and learn about what they have in store for future releases. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded. Reasons to Upgrade to Microsoft Dynamics GP 2015 Microsoft Dynamics GP 2015 was recently released and our team would like to share with you the reasons you should consider upgrading to the latest version. We will also highlight some of the most exciting features available in Microsoft Dynamics GP Customer Service Management Year in Review/What s New We have had a busy year since we met in San Diego last year and have added a number of new and exciting features to CSM. Join the Team as we take a deeper dive into some of the new features that are currently available including Meter Manager and Budget Billing. CPE Requirements: Program Level: Basic. Prerequisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded. How Asset Management Can Help Your Organization Join the Work Management Team as we take a deep dive into how you can manage your assets differently and more effectively utilitizing Maintenance Management, Asset Positions, and more! CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded.

15 Microsoft Dynamics GP Budgeting Microsoft Dynamics GP provides a number of tools to assist with your Budgeting needs. In this session we will take a look at all the tools available and the benefits of each one. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded. Customer Service Management Round Table One of the sessions clients and the team looks forward to every year is the CSM Round Table. It is always a lively discussion where we cover a variety of topics including information about the product, the people, process changes and much more. Work Management Round Table Do you have suggesting for our Work Management Team? What would you like to see in future versions? What functionality do you like? What could be changed to help your daily operations? Join us for a round table discussion about Work Management and you will find out what other clients are thinking also. Tools to Make Daily Routines More Efficient Join the Cogsdale Team as they review a number of tools available to make your daily, monthly and yearly routines more efficient. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded. New and Improved Budget Billing One of the major releases for Cogsdale this year has been the revamping of Budget Billing. Phase 1 is complete and available with the release of Build 33. The team will take you through the changes that we have made and the new functionality. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded. SmartWorks - New and Innovative Ways to Manage Your Business Join our team to discover how the SmartWorks can help you manage your business more efficiently and effectively. The SmartWorks portfolio includes a number of innovate products that are essential to advance business intelligence, enabling unprecedented interaction between utilities and their customers. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded.

16 Microsoft Dynamics GP Purchasing Looking for ways to improve your procurement process using Microsoft Dynamics GP 2015? Our team will be discussing the new enhancements related to requisitions and workflow available with Microsoft Dynamics GP We will also discuss enhancements Cogsdale has made to more effectively manage the purchase of assets such as transformers. CPE Requirements: Program Level: Basic. Prerequisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded. Business Process Reviews - What Are They and How Can They Help Your Organization You have probably heard the term Business Process Review, but do you understand how it works and what benefits it will provide your organization? Join the team to have your questions answered, we will take you through the whole process, from determining how much time we need with your team to when the final document is presented. Customer Presentation Customer presentation; TBA. Deep Dive into Navigation Lists Lists are everywhere, and they don t need to be confusing. Our team will demonstrate how to use lists to make your day run more efficiently. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded. Customer Presentation Customer presentation; TBA. Data - Where to Find It, What to Do with It and How to Report on It Our most popular session and a repeat every year. CSM is a complex system, housing a lot of information. Need a report for your boss? Does your customer have a question about consumption? Our team will de-mystify the data, starting with what to look for and ending with the proper presentation format to complete your request. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded. Time Entry in Microsoft Dynamics GP 2015 Have you heard that Microsoft is changing its approach to time entry? Wondering what options are now available? If so come to this session to discuss how time entry is changing and how we can help. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded.

17 Introducing Agency Assistance Portal Many of our clients spend a lot of time working with agencies processing assistance payments. The Agency Assistance Portal provides a way for the agents to access the information they need to make an informed decision about making pledges. It also gives them the ability to make those pledges, keeping customers out of the collection process. Join the team to find out how it all works and how it will save you time and money when working with agencies. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded. Deep Dive into SmartLists Most of us know that SmartLists can be used as an endless source of information and reporting. But, are you familiar with how to access that information? Join the team for an in-depth look at where to find the information, how to link it and how to present it to your management team. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded. Upgrade Best Practices to Help Prepare, Test and Deploy An upgrade does not have to be an intimidating task. The secret to a successful upgrade is to be well prepared. Our team has undertaken hundreds of upgrades over the years and will share with you some tips and tricks to remove some of the uncertainty. We will also discuss the importance of testing by your staff, along with suggestions for successful test plans. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded. Managing Rates Effectively Managing rates can be a daunting task. The Cogsdale team will take a deep dive into rate structures and how they work. You will also learn how to leverage Cogsdale CSM to manage rates more effectively. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded. Mobile Work and GeoLocation Management Be the first to see the Cogsdale Mobile Work app and find out what is new in both Mobile Work and GeoLocation Management. We will also discuss lessons learned from previous implementations and considerations for setup. We will round out the session with a look at the road map and discuss what you want to see in future release. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded. Working with Extender Have you heard of Extender? Do you have any idea the functionality that it provides? Join our team to discover the tool that ensures you capture the data you need, when you need it. It also allows you to add fields, build extra windows and new data entry screens. All of this can be accomplished, without writing a line of code. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded.

18 Equipment Management 101 Equipment Management 101 will focus on Meter Manager and other metering areas. You will learn how to improve equipment management in the organization including suggestions for meter manager, testing, readings, and more. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded. Leveraging the Power of Service Orders and Work Orders Learn how Service Orders can be used as a Work Orders to allow users to track the costs on a particular job while linked to Projects/Contracts; and learn the complete Project Accounting process. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded. Reasons to Upgrade to Microsoft Dynamics GP 2015 (repeat) Microsoft Dynamics GP 2015 was recently released and our team would like to share with you the reasons you should consider upgrading to the latest version. We will also highlight some of the most exciting features available in Microsoft Dynamics GP Working with CSM Support What happens when you submit a ticket to the Customer Portal? Is there a process you should follow? Is there certain information you should include with your ? Does the support team need screen shots? Should you have only one person as the point of contact? These - and many more - questions will be answered when you join the support team to find out how to work with them effectively and efficiently. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded. The Value of Customer Web Cogsdale is continuously developing Customer Web, adding new features to keep up with the constantly changing technology. We will demonstrate some of the new features from the past year and take a look at what we are working on for future releases. We will also demonstrate how Customer Web leverages tight integration with CSM, a feature that you will not find in other products on the market. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded. Customer Service Management Year in Review/What s New (repeat) We have had a busy year since we met in San Diego last year and have added a number of new and exciting features to CSM. Join the Team as we take a deeper dive into some of the new features that are currently available including Meter Manager and Budget Billing. CPE Requirements: Program Level: Basic. Prerequisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded.

19 Top Support Issues and Solutions Every customer site is different, however, for all the differences, there are a few common questions that the support group hears over the course of the year. Join the support team as they answer the most frequently asked questions from the client base. Paperless Billing - Best Practices Paperless Billing is a frequent request from our clients and from your customers. The Cogsdale team will review your options to provide paperless billing to your clients, as well as some of the strategy to assist in adopting the practice. Mobile Work and GeoLocation Management (repeat) Be the first to see the Cogsdale Mobile Work app and find out what is new in both Mobile Work and GeoLocation Management. We will also discuss lessons learned from previous implementations and considerations for setup. We will round out the session with a look at the road map and discuss what you want to see in future release. CPE Requirements: Program Level: Basic. Pre-requisites required: None. Advance preparation required: None. Offering: Group live. Recommended 1 CPE credit awarded. Ask Management Always popular, this session gives you the chance to ask your questions to our management team. Find out what is going on at Cogsdale, ask questions about functionality, the team and products.

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