Events

Jun
20
Wed
2018
DM2 University “Sage Intelligence Intro/Intermediate Report Design Class” Web-based Training Class Now Available! @ This is a hands-on, web-based class. The instructor will provide you with connection details after you've registered.
8:30 am – 2:30 pm
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Sage Intelligence Intro/Intermediate Report Design

DM2 is now offering a “Sage Intelligence Report Design – Intro/Intermediate” web-based training classes. Join Denise Austin, DM2 Professional Services Consultant and Sage Certified Trainer, to learn how to get the most out of this standard feature that is available in all DM2 Petroleum Insights systems (version 4.4 and later). Sage Intelligence is powerful business intelligence and reporting tool that gives you the power to quickly and easily obtain the information required for improved operations and reporting across your entire business. Using the familiar look of Microsoft Excel®, effectively analyze your system data. Effortlessly create real-time, automated, and pre-formatted reports with up-to-date, accurate, and meaningful information. Intelligence Reporting allows you to spend more time focusing on analysis and interpretation and less time pulling the data together.

Sage Intelligence Report Design – Ingtro/Intermediate

This 6 hour class is only $495.00 (an $1,050.00 value). The hands-on, web-based class will be held from 8:30am to 2:30pm PT on Wednesday, June 20, 2018. This “Beginner/Intermediate” class will help you learn how to:

  • Create a new report, including how to define columns & parameters, how to filter, sort & total information on a report
  • Understand the basic features of the Connector Module
  • Define new data containers to use with reports
  • Use report tool add-ins to add pivot tables and drill downs on a report
  • Distribute and maintain reports
  • Understand security as it relates to creating reports
  • Use Report Manager Add-ins to publish a report, email a workbook, or send an alert about a report

Who should attend?

  • Owners, Executives, CFOs and Controllers responsible for data analysis and key decision making
  • Business Line Managers responsible for monitoring and impacting key performance indicators
  • Administrative Personnel responsible for creating, generating and analyzing reports

Click here to register for this class. Registration closes June 13, 2018, so register today!

This class is reserved for DM2 customers only.

Jun
27
Wed
2018
Learn how to easily get at the information you need – attend our DM2U “Sage Intelligence Advanced Report Design” Class Web-based Training Class! @ This is a hands-on, web-based class. The instructor will provide you with connection details after you've registered.
8:30 am – 2:30 pm

DM2U LogoSage Intelligence Advanced Report Design

DM2 is now offering a  “Sage Intelligence Report Writing – Advanced Non Financial” web-based training class. Join Denise Austin, DM2 Professional Services Consultant and Sage Certified Trainer, to learn how to get the most out of this standard feature that is available in all DM2 Petroleum Insights systems (version 4.4 and later). Sage Intelligence is powerful business intelligence and reporting tool that gives you the power to quickly and easily obtain the information required for improved operations and reporting across your entire business. Using the familiar look of Microsoft Excel®, effectively analyze your system data. Effortlessly create real-time, automated, and pre-formatted reports with up-to-date, accurate, and meaningful information. Intelligence Reporting allows you to spend more time focusing on analysis and interpretation and less time pulling the data together.

This 6 hour class is only $495.00 (an $1,050.00 value). The hands-on, web-based class will be held from 8:30am to 2:30pm PT on Wednesday, June 27, 2018.  As a prerequisite, “Advanced” class attendees need to have either completed the Sage Intelligence Report Design for Beginners class or have hands-on experience with creating containers for Standard Reports.  This “Advanced” class will help you learn how to:

  • Build reports to consolidate databases and companies
  • Use multiple tables in a container
  • Create new connections
  • Build dashboard reports
  • Work with macros & advanced options
  • Schedule reports with the Windows scheduler

Who should attend?

  • Owners, Executives, CFOs and Controllers responsible for data analysis and key decision making
  • Business Line Managers responsible for monitoring and impacting key performance indicators
  • Administrative Personnel responsible for creating, generating and analyzing reports

Click here to register for this class. Registration closes June 20, 2018, so register today!

This class is reserved for DM2 customers only.

Jul
16
Mon
2018
Connect, Network and Learn – Connections 2018 Registration Now Open! @ The Heathman Lodge
Jul 16 – Jul 18 all-day

2018 Connection Header

We’re pleased to announce that registration for our Connections 2018 User Conference is now open!  Join us along with Sage and our Strategic Partners at The Heathman Lodge in Vancouver, WA July 16 – 18, 2018 to see how your investment in your maintenance and support plans is paying off by giving you better ways to manage your inventory, increase your margins, and improve your customers’ satisfaction.  From inventory-to-AR management, find out how we’ve been focused on helping you “Accelerate Your Cash Conversion Cycle”.  Also find out what’s on “The Road Ahead” and what DM2 and Sage have been doing to help customers “Transition to the Cloud”.

Now that DM2 is part of the PDI Family, we are pleased to announce that Jimmy Frangis, PDI’s Chief Executive Officer, and several key staff members will be joining us for Connections 2018.  Be sure to catch the DM2 – A PDI COMPANY Keynote presentation we’ve added to the agenda to hear Jimmy share our company overview, vision, mission, strategy including the rationale behind the DM2 acquisition and the value and benefits it will create for you.

REGISTER NOW   |   DOWNLOAD THE AGENDA   MAKE YOUR HOTEL RESERVATION
2018 Connections Agenda (Web) - June 15, 2018
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   REGISTER NOW   |   DOWNLOAD THE AGENDA   MAKE YOUR HOTEL RESERVATION
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Jul
22
Sun
2018
Visit DM2 at the 2018 CTPMA Convention & Business Expo to find out how DM2 has been helping leading marketers meet their Project Transform goals using Petroleum Insights ERP & CRM!
Jul 22 – Jul 25 all-day
Jul
25
Wed
2018
Go green and save – attend our DM2U “Sage Paperless Office” Class to learn how to eliminate virtually eliminate the paper from your processes! @ This is a hands-on, web-based class. The instructor will provide you with connection details after you've registered.
9:00 am – 11:00 am

DM2U LogoSage Paperless Office

DM2 is now offering a Sage Paperless Office web-based training class. Join Denise Austin, DM2 Professional Services Consultant and Sage Certified Trainer, to learn how to get the most out of this standard feature that is available in all DM2 Petroleum Insights systems. Sage Paperless Office is powerful document management tool that will help you manage all of your Sage 100 system generated  documents as well as many DM2 Petroleum Insights documents. 

This 2.5 hour class is only $295.00. The class will be held from 9:00am to 11:30pm PT on Thursday, July 25, 2017. Whether you are new to Sage Paperless Office or are already using it, this class will help you master the following aspects of Sage Paperless Office:

Maintenance Tasks

Form Maintenance

Journal and Register Maintenance

Period End Report Maintenance

Report Maintenance

 

Delivery Options

Customer Paperless Office Delivery Options

Vendor Paperless Office Delivery Options

Employee Paperless Office Delivery Options

 

Creating PDF Documents

Printing Forms

Printing Journals and Registers

Period End Reports

Reports

 

Viewer Tasks

Employee Self Service

Purging PDF Documents

 

Click here to register for  DM2 University’s Sage Paperless Office class. Registration closes July 18, 2018, so register today! 

To learn more about Sage Paperless Office, click here to watch our “Sage Paperless Office” webinar recording.

This class is reserved for DM2 customers only.

Aug
15
Wed
2018
Learn how to leverage the power of your SQL Datawarehouse Reporting feature – attend our DM2U 2-day “Introduction to SQL Datawarehouse Reporting – Business Intelligence through Pivot Tables” Class @ This is a hands-on, web-based class. The instructor will provide you with connection details after you've registered.
9:15 am – August 16, 2018 @ 1:15 pm

DM2U LogoIntroduction to SQL Datawarehouse Reporting

Business Intelligence through Pivot Tables

DM2 is now offering a 2-day “Introduction to SQL Datawarehouse Reporting – Business Intelligence through Pivot Tables” web-based training class.  Join Trent Campbell, DM2 Professional Services Consultant, to learn how to leverage the power of our SQL Datawarehouse Reporting tool (a standard feature found in all Petroleum Insights versions) to improve your reporting and decision making.

This two day (4 hour per day) class is only $695.00 (a $1,400.00 value). This hands-on, web-based class will be held from 9:00am to 1:00pm PDT on Wednesday, August 15, 2018 and Thursday, August 16, 2018. Attend this class to learn:

  • What Business Intelligence is and how to use it
  • How to access your SQL data via Excel and Pivot Tables
  • How to create Pivot Tables
  • How to format and graph your Pivot Tables for dynamic reporting
  • How to create custom SQL Fields and Views
  • How to apply Pivot Tables to improve your decision making

Who should attend?

  • Owners, Executives, CFOs and Controllers responsible for data analysis and key decision making
  • Business Line Managers responsible for monitoring and impacting key performance indicators
  • Administrative Personnel responsible for creating, generating and analyzing reports

Click here to register for DM2 University’s “Introduction to SQL Datawarehouse Reporting” class. Registration closes Wednesday, August 8, 2018, so register today! 

To learn more about our SQL Datawarehouse Reporting tool, click here to watch our “Business Intelligence” webinar series on the DM2 YouTube Channel.

This class is reserved for DM2 customers only.

Aug
16
Thu
2018
Learn how to leverage the power of your SQL Datawarehouse Reporting feature – attend our DM2U 2-day “Introduction to SQL Datawarehouse Reporting – Business Intelligence through Pivot Tables” Class @ This is a hands-on, web-based class. The instructor will provide you with connection details after you've registered.
9:15 am – August 17, 2018 @ 1:15 pm

DM2U LogoIntroduction to SQL Datawarehouse Reporting

Business Intelligence through Pivot Tables

DM2 is now offering a 2-day “Introduction to SQL Datawarehouse Reporting – Business Intelligence through Pivot Tables” web-based training class.  Join Trent Campbell, DM2 Professional Services Consultant, to learn how to leverage the power of our SQL Datawarehouse Reporting tool (a standard feature found in all Petroleum Insights versions) to improve your reporting and decision making.

This two day (4 hour per day) class is only $695.00 (a $1,400.00 value). This hands-on, web-based class will be held from 9:00am to 1:00pm PDT on Wednesday, August 15, 2018 and Thursday, August 16, 2018. Attend this class to learn:

  • What Business Intelligence is and how to use it
  • How to access your SQL data via Excel and Pivot Tables
  • How to create Pivot Tables
  • How to format and graph your Pivot Tables for dynamic reporting
  • How to create custom SQL Fields and Views
  • How to apply Pivot Tables to improve your decision making

Who should attend?

  • Owners, Executives, CFOs and Controllers responsible for data analysis and key decision making
  • Business Line Managers responsible for monitoring and impacting key performance indicators
  • Administrative Personnel responsible for creating, generating and analyzing reports

Click here to register for DM2 University’s “Introduction to SQL Datawarehouse Reporting” class. Registration closes Wednesday, August 8, 2018, so register today! 

To learn more about our SQL Datawarehouse Reporting tool, click here to watch our “Business Intelligence” webinar series on the DM2 YouTube Channel.

This class is reserved for DM2 customers only.

Aug
22
Wed
2018
Time is money – attend our DM2U “Top 10 Ways to Close Your Books Faster” Class to speed up your month-end! @ This is a hands-on, web-based class. The instructor will provide you with connection details after you've registered.
9:00 am – August 23, 2018 @ 1:00 pm

DM2U Logo

Closing your month-end books followed by the generating financial statements as soon as possible is one of the most common and time-consuming challenges you face. Depending on your company, the process can take you anywhere from four days to as long as five weeks. Help is here!

DM2’s new “Top 10 Ways to Close Your Books Faster” class, will provide you with the best practices used by industry leading DM2 customers who close their books in as little as one day! The new edition of this hands-on, web-based course will teach you the most successful and field-tested principles based on a culmination of our top best practices to issue financial statements sooner!

Offering a compelling case for ending the month-long closing process, this invaluable resource will show you how to get it done efficiently, with authoritative discussion of shifting the timing of closing activities out of the core closing period; instructions for reconciling the key control accounts, and more…

Join Professional Services Consultant, Kathy Porter, for this two day (4 hour per day) hands-on, web-based class for only $695.00 (a $1,4000 value). This class will be held from 9:00am to 1:pm PT on Wednesday, August 22, 2018, and Thursday, August 23, 2018.  Attend this class to learn:

Key Concepts – Top 10 Ways to Close Your Books Faster

  • Reconciling Key Control Accounts and Subsidiary Reports
  • Understanding Daily Processing in Relation to Key Control Accounts
  • End of Day Audit of Key Control Accounts
  • Researching and Resolving Out of Balance Conditions
  • Common Reasons and Ways to Prevent Credit and Rebills
  • Applying Tax Reconciliation Best Practices
  • Applying Gross Margin Best Practices
  • Applying Inventory Best Practices
  • Applying Recommended Daily Reconciliation Best Practices
  • Reconciling Processes by Module

Who should attend? CFOs, Controllers and accounting staff responsible for data analysis and reconciliation should attend this course.

Click here to register for our new Top 10 Ways to Close Your Books Faster” class. Registration closes Wednesday, August 15, 2018, so register today!

To learn more about Internal Controls, click here to watch our “Internal Controls” webinar series on the DM2 Software YouTube Channel.

This class is reserved for DM2 customers only.

Aug
23
Thu
2018
Time is money – attend our DM2U “Top 10 Ways to Close Your Books Faster” Class to speed up your month-end! @ This is a hands-on, web-based class. The instructor will provide you with connection details after you've registered.
9:00 am – August 24, 2018 @ 1:00 pm

DM2U Logo

Closing your month-end books followed by the generating financial statements as soon as possible is one of the most common and time-consuming challenges you face. Depending on your company, the process can take you anywhere from four days to as long as five weeks. Help is here!

DM2’s new “Top 10 Ways to Close Your Books Faster” class, will provide you with the best practices used by industry leading DM2 customers who close their books in as little as one day! The new edition of this hands-on, web-based course will teach you the most successful and field-tested principles based on a culmination of our top best practices to issue financial statements sooner!

Offering a compelling case for ending the month-long closing process, this invaluable resource will show you how to get it done efficiently, with authoritative discussion of shifting the timing of closing activities out of the core closing period; instructions for reconciling the key control accounts, and more…

Join Professional Services Consultant, Kathy Porter, for this two day (4 hour per day) hands-on, web-based class for only $695.00 (a $1,4000 value). This class will be held from 9:00am to 1:pm PT on Wednesday, August 22, 2018, and Thursday, August 23, 2018.  Attend this class to learn:

Key Concepts – Top 10 Ways to Close Your Books Faster

  • Reconciling Key Control Accounts and Subsidiary Reports
  • Understanding Daily Processing in Relation to Key Control Accounts
  • End of Day Audit of Key Control Accounts
  • Researching and Resolving Out of Balance Conditions
  • Common Reasons and Ways to Prevent Credit and Rebills
  • Applying Tax Reconciliation Best Practices
  • Applying Gross Margin Best Practices
  • Applying Inventory Best Practices
  • Applying Recommended Daily Reconciliation Best Practices
  • Reconciling Processes by Module

Who should attend? CFOs, Controllers and accounting staff responsible for data analysis and reconciliation should attend this course.

Click here to register for our new Top 10 Ways to Close Your Books Faster” class. Registration closes Wednesday, August 15, 2018, so register today!

To learn more about Internal Controls, click here to watch our “Internal Controls” webinar series on the DM2 Software YouTube Channel.

This class is reserved for DM2 customers only.

Aug
29
Wed
2018
Learn to create presentation quality reports – attend our DM2U 2-day “Introduction to Crystal Reports” Class! @ This is a hands-on, web-based class. The instructor will provide you with connection details after you've registered.
8:00 am – August 30, 2018 @ 1:00 pm

DM2U Logo

Reporting is an essential tool to any business. Join Denise Austin, DM2 Professional Services Consultant and Sage Certified Trainer, to learn how to get the most out of this standard feature that is available in all DM2 Petroleum Insights systems. Attend this 2 day course, to learn the fundamentals of using Crystal Reports. This class will begin by creating a simple report by accessing your accounting data and applying formatting, and will progress to more complex concepts such as using multiple tables and creating user-defined parameter fields. Learn to create presentation quality reports and the new features of Crystal Reports version 11.

This 2-day, 10 hour (5 hours each day) class is only $695.00 per person (a $1,750.00 value!) The class will be held from 8:00am to 1:00pm PT on Wednesday, August 29, 2018 and Thursday, August 30, 2018. By the end of this “Introduction” class, you will be able to:

  • Navigate in Crystal Reports
  • Understand basics of file layouts and underlying data sources
  • Apply special formatting
  • Link multiple tables
  • Create formulas and user-defined parameters

Currently, this class is only available at on-site Authorized Sage Training Centers for $790.00 per person; however, as a Sage Certified Trainer, DM2 Software is offering this class at a reduced rate in a web-based lab environment using the same agenda, materials and curriculum Sage has invested heavily in developing.

Registration closes August 22, 2018, so click here to register today!

This class is reserved for DM2 customers only.