USERS CONFERENCE EDUCATIONAL SESSION DESCRIPTIONS BY TRACK. Job Management. Controlling Types MARCO ISLAND, FLORIDA JANUARY 27-29, 2014

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1 12 TH ANNUAL MARCO ISLAND, FLORIDA JANUARY 27-29, 2014 USERS CONFERENCE LEARN NETWORK ACHIEVE EDUCATIONAL SESSION DESCRIPTIONS BY TRACK Attendees will be able to select from a diverse group of education sessions on Tuesday and Wednesday. We will have six classrooms that will be addressing the following topics. Closer to the event we will have a complete selection with sessions and times. Job Management Managing your installations is becoming more and more complex, this track will explore everything you need to know about Job Management. Explore the complete life cycle of a Job, including integration with QuoteWerks. *Due to the in- depth nature of this track, we encourage anyone participating in this track to attend it exclusively. Job Management Setup Job Creation - Creating a new Job, Job Deposits. Job Processing Part I - Parts Review & Capture, PO Creation; Parts & Services, Scheduling Job Processing Part II - Posting Expenses; Parts & Services, Installer Time Processing Job Processing Part III - Change Orders Job Processing Part IV - Invoicing, Credits, Re- Invoicing Job Processing Part V - Pre- Closing Job Cost Review, Job Corrections Job Processing Part VI - Job Closing, Re- Opening a Job, Job Costing Reports, User Q & A Controlling Types This track is all about the financials. Producing, auditing and creating financial statements are a necessity for any profitable and growing security organization. General Ledger Setup This class will review the setup and functionality of General Ledger in SedonaOffice, including a discussion on the use of Branches and Categories for better management reporting. General Ledger Auditing If accounting/bookkeeping is your area, this class covers General Ledger auditing and accounting processes that are necessary for producing accurate and meaningful financial statements on a monthly basis.

2 Financial Report Users Discussion The directive is clear: know your numbers which then leads to the question 'Where are the numbers I need?' Learn how other users are getting the information they need, when they need it and in the right format. Financial Reporting Using Excel Learn how easy it is to use Microsoft Excel to create custom balance sheets, cash flow statements, income statements, profit center statements and much more. Vivid Report CPM See how Vivid Reports CPM for financial reporting, budgeting and analysis can open a window into your financial information and ease the budgeting process. Operator Best Practices Operators will present how their businesses are using SedonaOffice to 'out operate' their competition. This session will feature how they are using the software to become more efficient and will provide valuable insight for your own operations. SedonaEnhancement In case you're not aware of this great, customer driven, enhancement queue, SedonaEnhancement is a voting queue in which our users can submit enhancement requests, vote for their favorites and have SedonaOffice implement the top vote getter! Attend this session to learn more about this new service to our customers. Dashboard and Metrics Reporting It s here! Real- time reporting for managing your security company in today s fast- paced, competitive environment. Moving the Needle Developed specifically for Owners, Presidents and Senior Management. We will have both industry speakers and key SedonaOffice users discuss how to take your business to the level you desire. The power of SedonaOffice is the users who use and operate the software every day. You will hear from both industry professionals and some of the leading SedonaOffice companies in the country on how you can use the functionality of SedonaOffice to harness your business to go above and beyond your wildest expectations. What is Your Exit Strategy? Chances are that you are not going to operate your company forever. Learn how others have put together a plan for an appropriate exit strategy, whether through the sale of the company or ownership transition. This session will discuss what both buyers and financiers are looking for and how to put a plan in place that ensures success.

3 Remote Monitoring & Management of IT for RMR Once a technology reserved for enterprise- level clients only and administered by in- house staff, Remote Monitoring & Management (RMM) of IT gear is becoming an in- demand solution for Small and Medium- sized Businesses (SMB market) delivered by channel companies. It offers end- users round- the- clock monitoring of IT network and device performance and enables no- truck- roll, managed services fixes of common causes of computer down time and failure. Most important, RMM is also an RMR producer for integrators. In this session, you'll learn more about the technology and what technical and administrative skills your company needs to succeed in the category. You'll also learn how to position RMM as a logical extension of your company's brand promise. Financing for Growth Whether you are installing your own new systems, purchasing accounts from other dealers, or looking to do a major bulk acquisition, you need capital to grow. In this session, we will discuss the key factors an owner should consider before seeking financing, and the metrics that lenders consider. Management Best Practices Take care of customers and grow RMR. We all know what the goal is but there are different ways of getting there. This session will demonstrate what new services companies are offering to boost RMR along with new ways they are keeping their customers happy. Ineffective Sales Management Kills Growth Whether you manage the team yourself or have sales managers who do, you will learn what to do about ineffective sales management. Backed by data collected over a period of 23 years on more than 675,000 salespeople and 100,000 sales managers Gordon will provide the answers to improve sales management effectiveness and grow sales faster. SedonaFSU Users Discussion Companies are maximizing productivity by eliminating paperwork and automating work order information. Learn how users are utilizing field service devices to increase profits and create greater operational efficiencies. SedonaSync Users Discussion Discover how other companies are using this powerful tool to automate business operations. Interact and hear from experienced users and how they are utilizing this powerful application. 7 Ways to Boost Profits There are ways to boost your profits without spending a cent. We will take a look at some management decisions that can significantly improve your bottom line.

4 SedonaOffice Designed for the experienced SedonaOffice user this track will delve further into the functionality of SedonaOffice and how to best run and operate the software on a daily basis to create efficiencies and increase organizational performance throughout your business. Service Management 1 This first track on SedonaService will focus on inventory related to service tickets as well as how to issue parts and doing a physical inventory with open service tickets. Service Management 2 Take a closer look at inspections, using work- in- process and the accounting behind service tickets. SedonaFSU ipad Edition Look at the basic functionality and features of the new SedonaFSU ipad Edition. This class will show a solution to streamline service information to and from your technicians in the field. Collections & Cancellations Management Learn how to effectively manage your collections process through SedonaOffice as well as utilizing the Cancellation Profiles and Tasks process to its fullest capabilities. SedonaSync Where to Find Answers This session is geared towards SedonaSync users who aren t sure where to find data in SedonaOffice. We will also cover how to review your event before you make it active. Recurring Revenue & Rate Increase Review the most important components of RMR from creation through cancellation. Discover the most effective ways to implement rate increases. AP & Inventory 1 Review the processing of bills and credits through Accounts Payable for inventory items as well as expenses, pre- paying for equipment, and paying bills using a credit card with the setup required. AP & Inventory 2 Discuss Special Order parts and Kits available in SedonaOffice, the advantages of using direct expense ordering as well as Cycle Inventory Counts and Physical Inventory Processing.

5 It Works! Rapid Learning SQL Taught in people terms for those who know little or nothing about SQL. You will learn how SQL works and how to extract useful information from your data without having to be a tech guru. Rapid Learning SQL: Next Step Did the first class get you fired up? Do you have some basic knowledge of SQL but want to know more? This is the class for you! Building on the foundation of SQL1 you will learn how to dig deeper into your data and communicate fearlessly with the techies. CSS Aeonix Telephony The Aeonix telephony platform provides unique features designed specifically for the security industry and central station. See how CSS Aeonix telephony and CSS SecurVoice call recording interface to Manitou, System III/IV/V & 6600 and the features and benefits. DSC and Sur- Gard DSC and Sur- Gard are proud to presenting our next generation of Central Station receiving equipment. Save space, time and money with Sur- Gard System V. 5 Winning Manitou Combinations Attend this session to learn about 5 essential solutions to optimize business performance: SedonaOffice Integration, BoldNet Mobile, UniversalConnector, the award- winning Manitou Dashboard, and the new SnapReporter. When combined with your Manitou system, these 5 solutions will improve efficiencies, increase revenue and reduce costs within your monitoring center. SageQuest: System Features and Best Practices The session will cover system features updates and Return on Investment results our customers achieve and the Best Practices they use to accomplish their outstanding results. Data Mining 1 This track will take a beginner's look at the SedonaOffice SQL database structure using Microsoft Office. If you're ready to create robust reports, this is a must track for you. Data Mining 2 This track will concentrate on the common SQL commands with an emphasis toward creating queries for SedonaSync and advanced Microsoft Office users. (Database Mining - 1 or previous experience strongly recommended.)

6 WeSuite Sales Boot Camp This track will cover the sales process from contact to contract! Sessions will focus on how to improve your sales process and get a great jump start to 2014 sales success. WeSuite, the leading provider of sales process management software for the Security Industry, is providing a hard- hitting sales management Boot Camp targeting the key benefits of sales software. Existing clients and those considering WeSuite welcome. Keeping Your Sales Funnel Evergreen! Learn how to create & use Sales Prospecting Plans to increase sales. Set sales type and date range goals; activity to goal plans; get tracking and results, all within WeOpportunity. This session will show you how to feed the sales funnel with healthy, green prospecting to close more sales. Getting the Most from Contact to Contract Laser focus on business intelligence through best practices in WeOpportunity, WeEstimate & QuoteAnywhere. Capture and use the data most important to your organization through lead management, quoting and booking sales. See what your colleagues are doing to drive sales results! Going Paperless! Sell & Sign Real Time Sales mobility increases sales efficiency and effectiveness. A winning sales person is a happy sales person, executive, manager! Be agile, improve the buying and selling experience. See how QuoteAnywhere gives you the edge for sales, operations and service improvement. WeEstimate Advanced Estimating Tools This session is dedicated to the hardcore teams producing complex estimates. Need to send multiple bids to subcontractors simultaneously? Account for specific labor tasks within labor categories? Value engineer an estimate after it's sold? Create various kinds of change orders (like in real life)? Business Forms, Proposal Documents & Contracts One of the hotest topics among WeSuite Clients is Documents! What's the secret sauce? Three WeSuite case studies on best practices for document effectiveness, value, consistency and content. What s in the Numbers A refresher on the numbers behind the number. From system configuration burden settings, to accounting for job costs, to getting to the right gross profit target, RMR amount, outright sale or lease pricing. How to show (or not) the numbers and know you've got it covered! Sales Reporting for Sales Improvement Sales reporting is one of the most powerful benefits WeSuite brings to your business. This session will show you how easy it is to capture data, configure reports and use analytics to transform your business as an Executive, Sales Manager and Sale Representative. (Commission Reports too!)

7 Let s Talk Direction 2014 Product Development Join us for an interactive, Client centric discussion and preview of the 2014 WeSuite product development roadmap. See what we're fired up about to make the selling experience even better for you!