Events

Mar
16
Thu
2017
DM2 University “Top 10 Ways to Close Your Books Faster” Class Now Available – Space is Limited, so Register Today! @ This is a hands-on, web-based class. The instructor will provide you with connection details after you've registered.
9:00 am – 1:00 pm

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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, Patty Hendrickson, 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 9:15am to 1:15pm PDT on Wednesday, March 15, 2017, and Thursday, March 16, 2017.  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, March 8, 2017, 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.

Mar
22
Wed
2017
DM2 University 2-day “Sage 100 Customizer” Web-based Training Classes 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 – 1:30 pm

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DM2 is now offering a new “Sage 100 Customizer” 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 100 Customizer (formerly known as Sage Custom Office) is a powerful tool that gives you the ability to change the appearance of your Petroleum Insights screens to match the way you work, helping increase your productivity by improving your data entry speed and accuracy. By “customizing” screens to ignore unused fields and change tab sequences, you can display only the fields you need in the exact order you need them. You can even change the default field labels to match your business’s vocabulary and add your own data fields to your masterfiles, all without any special programming skills or training.

This two day (6 hour per day) class is only $695.00 (a $2,100.00 value). The hands-on, web-based class will be held from 8:30am to 2:30pm PT on Wednesday, March 22, 2017, and Thursday, March 23, 2017. Attend this class to learn how to:

  • Customize existing items on Sage 100 Panels
  • Add user-defined fields (UDFs)
  • Create and enter information in user-defined tables (UDTs)
  • Add UDFs and UDTs to panels, screens, grids
  • Include details in UDFs in the update process
  • Copy customized Panels
  • Create links to other programs, bitmaps, & scripts

Click here to register for this class. Registration closes Wednesday, March 15, 2017, so register today!

This class is reserved for DM2 customers only.

Mar
23
Thu
2017
DM2 University 2-day “Sage 100 Customizer” Web-based Training Classes 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 – 1:30 pm

DM2U Logo

DM2 is now offering a new “Sage 100 Customizer” 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 100 Customizer (formerly known as Sage Custom Office) is a powerful tool that gives you the ability to change the appearance of your Petroleum Insights screens to match the way you work, helping increase your productivity by improving your data entry speed and accuracy. By “customizing” screens to ignore unused fields and change tab sequences, you can display only the fields you need in the exact order you need them. You can even change the default field labels to match your business’s vocabulary and add your own data fields to your masterfiles, all without any special programming skills or training.

This two day (6 hour per day) class is only $695.00 (a $2,100.00 value). The hands-on, web-based class will be held from 8:30am to 2:30pm PT on Wednesday, March 22, 2017, and Thursday, March 23, 2017. Attend this class to learn how to:

  • Customize existing items on Sage 100 Panels
  • Add user-defined fields (UDFs)
  • Create and enter information in user-defined tables (UDTs)
  • Add UDFs and UDTs to panels, screens, grids
  • Include details in UDFs in the update process
  • Copy customized Panels
  • Create links to other programs, bitmaps, & scripts

Click here to register for this class. Registration closes Wednesday, March 15, 2017, so register today!

This class is reserved for DM2 customers only.

Apr
5
Wed
2017
DM2 University 2-day “Introduction to Crystal Reports” Class Registration Now Open! @ This is a hands-on, web-based class. The instructor will provide you with connection details after you've registered.
8:00 am – 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, April 5, 2017 and Thursday, April 6, 2017. 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 March 29, 2017, so click here to register today!

This class is reserved for DM2 customers only.

Apr
6
Thu
2017
DM2 University 2-day “Introduction to Crystal Reports” Class Registration Now Open! @ This is a hands-on, web-based class. The instructor will provide you with connection details after you've registered.
8:00 am – 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, April 5, 2017 and Thursday, April 6, 2017. 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 March 29, 2017, so click here to register today!

This class is reserved for DM2 customers only.

Apr
12
Wed
2017
DM2 University 2-day “Introduction to SQL Datawarehouse Reporting – Business Intelligence through Pivot Tables” Class Available! @ This is a hands-on, web-based class. The instructor will provide you with connection details after you've registered.
9:15 am – 1:15 pm

DM2U Logo

DM2 is now offering a 2-day “Introduction to SQL Datawarehouse Reporting – Business Intelligence through Pivot Tables” web-based training class. Join Patty Hendrickson, DM2 Professional Services Consultant and Sage Certified Consultant, to learn how to leverage the power of our SQL Datawarehouse Reporting tool (a standard feature found in all Petroleum Insights versions 4.05.6.0 and later) 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 9:15am to 1:15pm PDT on Wednesday, April 12, 2017, and Thursday, April 13, 2017. 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, April 5, 2017, 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.

Apr
13
Thu
2017
DM2 University 2-day “Introduction to SQL Datawarehouse Reporting – Business Intelligence through Pivot Tables” Class Available! @ This is a hands-on, web-based class. The instructor will provide you with connection details after you've registered.
9:15 am – 1:15 pm

DM2U Logo

DM2 is now offering a 2-day “Introduction to SQL Datawarehouse Reporting – Business Intelligence through Pivot Tables” web-based training class. Join Patty Hendrickson, DM2 Professional Services Consultant and Sage Certified Consultant, to learn how to leverage the power of our SQL Datawarehouse Reporting tool (a standard feature found in all Petroleum Insights versions 4.05.6.0 and later) 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 9:15am to 1:15pm PDT on Wednesday, April 12, 2017, and Thursday, April 13, 2017. 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, April 5, 2017, 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.

Apr
18
Tue
2017
Join DM2 at the 2017 M-PACT Show in Indianapolis, IN on April 18 – 20, 2017. We’ll be in booth 1131. Hope to see you there! @ Indianapolis Convention Center
Apr 18 – Apr 20 all-day

M-PACT 2017

The Midwest’s Energy & Convenience Industry Event of the Year

Visit DM2 at booth 1131 to find out why some of the midwest’s leading marketers use our Petroleum Insights accounting, ERP and CRM system to manage and grow their businesses.

M-PACT 2017 is the largest gathering place in the Midwest for energy and convenience industry leaders. Each spring, the M-PACT Show brings together more than 4,500 professionals representing the entire spectrum of today’s diverse energy and convenience supply chain.

The premier regional tradeshow welcomes participants from Illinois, Indiana, Kentucky, Ohio and 400+ Midwest cities. Featuring nearly 600 exhibitors showcasing the latest products, services and technologies, plus a full slate of thought-provoking educational sessions presented by the industry’s most skilled trainers, The M-PACT Show delivers participants a unique, once-a-year opportunity to propel their careers—and their businesses—forward.

DM2 University 2-day Crystal Reports “Beyond the Basics” Class Registration Now Open! @ 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 Logo

This “Beyond the Basics” class is designed to teach you how to develop more advanced reports using Crystal Reports’ Cross-Tab and Sub report features. 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. Learn how to develop more advanced formulas using variables and how to handle common formula issues. Advanced linking of tables and linking tips will be discussed. Additionally, this course will provide you with a basic understanding of how Sage 100 ERP graphical forms are modified using Crystal Reports along with tips for form optimization and troubleshooting.

This 2-day, 10 hour (5 hours each day) class is only $695.00 per person (a $1,650.00 value!) The hands-on, web-based class will be held from 8:30am to 2:30pm PDT on Tuesday, April 18, 2017 and Wednesday, April 19, 2017. By the end of this “Beyond the Basics” class, you will be able to:

  • How to create linked and unlinked sub reports
  • Multiple table linking considerations, including linking UDFs
  • How to create Cross-tab reports
  • Advanced formula evaluation and creation, including useful tips and tricks
  • Effective tips on customizing printed forms in Sage 100 ERP

Required Prerequisites:  Proof of attendance in the “Introduction to Crystal Reports” class or have a working knowledge of basic Crystal Report functions and data file structures.

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 April 11, 2017, so click here register today!

This class is reserved for DM2 customers only.

Apr
19
Wed
2017
DM2 University 2-day Crystal Reports “Beyond the Basics” Class Registration Now Open! @ 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 Logo

This “Beyond the Basics” class is designed to teach you how to develop more advanced reports using Crystal Reports’ Cross-Tab and Sub report features. 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. Learn how to develop more advanced formulas using variables and how to handle common formula issues. Advanced linking of tables and linking tips will be discussed. Additionally, this course will provide you with a basic understanding of how Sage 100 ERP graphical forms are modified using Crystal Reports along with tips for form optimization and troubleshooting.

This 2-day, 10 hour (5 hours each day) class is only $695.00 per person (a $1,650.00 value!) The hands-on, web-based class will be held from 8:30am to 2:30pm PDT on Tuesday, April 18, 2017 and Wednesday, April 19, 2017. By the end of this “Beyond the Basics” class, you will be able to:

  • How to create linked and unlinked sub reports
  • Multiple table linking considerations, including linking UDFs
  • How to create Cross-tab reports
  • Advanced formula evaluation and creation, including useful tips and tricks
  • Effective tips on customizing printed forms in Sage 100 ERP

Required Prerequisites:  Proof of attendance in the “Introduction to Crystal Reports” class or have a working knowledge of basic Crystal Report functions and data file structures.

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 April 11, 2017, so click here register today!

This class is reserved for DM2 customers only.