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Confidential -  2015 Hyland Software, Inc.
Monday, March 2nd
8:30a – 2:00p
2:00p – 7:00p
3:30p – 6:00p
6:00p – 9:00p
Golf Tournament – Oak Marsh Golf Course
Registration Opens – Amelia Foyer, Convention Center
General Session – Magnolia D, Convention Center
Welcome Reception – Magnolia Terrace and Foyer, Convention Center
Tuesday, March 3rd
7:30a – 5:00p
7:30a – 8:45a
9:00a – 5:30p
Information Desk and Registration Open Hours – Magnolia Foyer
Breakfast – Magnolia D
Expert Stations & Self-Paced Labs – Magnolia Foyer
Room
Magnolia A
Magnolia B
Track
OnBase Differentiators: Driving Net
New, Upsell, and Cross-Sell Opps
The Business of
Selling OnBase
9:00a – 9:50a
OnBase AnyDoc Capture
Ray Gerwig
10:00a – 10:50a
11:00a – 11:50a
11:50a – 1:15p
1:15p – 2:05p
OnBase Mobile
Tom Vitale
Workflow and WorkView - Add-ons
that Accelerate Customer Solutions
Tom Grucza, Tom Vitale
Lunch – Magnolia D, Foyer
OnBase Tools for Office Documents
Colleen Alber, Joseph Stever, David
Lewton
2:15p – 3:05p
Reporting Dashboards
Tom Vitale, Tom Grucza
3:15p – 4:05p
4:15p – 5:05p
6:30p – 9:30p
Three Integration Tools Every Sales
Person Should Know
Carolyn Kane, Colleen Alber, Steve
Bell
Integrating Enterprise-class
Applications
Carolyn Kane, Rob Krause
Casino Night – Amelia Ballroom
Using Product
Categories to Design
& Upsell Solutions
Glenn Gibson,
Colleen Alber
50-Minute Classes
Magnolia C
Sales Enablement
Social Selling
Jim Kondrat
Training & Education
Services
Carissa Nettle
Customer Crosssell Evaluation
Jim Kondrat
EIAs: The Strategy
for Expanding
OnBase Solutions
Thomas Jenkins
Perceptive Software
Ken Burns
Understanding &
Calculating ROI
Miguel Zubizarreta
Selling Conversions
Colin Toomey
Must Have Insight
about the Best of the
Rest
Ken Burns
Differentiate Your
Sales Message with
the OnBase Cloud
Marc Cianciolo, David
Jones
How and When to
Sell OnBase AnyDoc
Capture Solutions
Sam Schrage
How to Effectively
Research a
Prospect
Jim Kondrat
Presenting the
Value of OnBase
Glenn Gibson
The Power of
Influence Partners
to Win Deals
Jim Creech
Magnolia E
Sales &
Marketing
Strategy
Challenger Sale 1
Jen Fortune
Challenger Sale 2
Jen Fortune
Marketing as a
Strategic Weapon
Sirius Decisions
The ReArchitected
Demand
Waterfall
Sirius Decisions
Account Based
Marketing 101
Sirius Decisions
Hyland Marketing
Resources
Update
Tina Petrigan,
Jason Kupcak
Magnolia F
Magnolia G
Cumberland C
Government
Solutions
Solutions
Solutions
Architects
What’s New in
OnBase
Government
Kevin Flanagan, Troy
Doller
Plan Review
Troy Doller, Chuck
Duchon
Selling Against
Laserfiche
Ken Burns, Kevin
Flanagan
Property Appeals
James Morrison,
Tony Ulrich
ESRI and OnBase
Tim Piazza, Chuck
Duchon
Cityworks and
OnBase
Tim Piazza,
Cityworks
New Government
Resources: Demos,
marketing and more
Terri Jones, Scott
Anderson, Tony
Ohlrich
75-Minute Classes
Cumberland B
Vertical Spotlight
9:00a –
10:15a
Advancing Your AP
Solution Practice
Tim Nero, Katie Alberti
OnBase Capture to
Post, An AP Solution
Walkthrough
Tim Nero, Nick McCarty
Accounts Receivable
Jaclyn Inglis
Human Resources: An
Easy Add-on Sale
Katie Alberti
Uncovering Additional
Finance Revenue
Marketing
Opportunities
Judy Feher
Contract Management
Scott Tallam, Amanda
Ulery
Case Management Identifying New &
Upsell Opps
Scott Tallam, Amanda
Ulery
Open
Customer
Health Check
Miguel
Zubizarreta
Higher Education
Jen Tysse, Laurel
Stiller
SEC – AP for
Lawson
Travis Roe
Commercial Markets
Kevin Ryan
SEC – OnBase
for HR
Travis Roe
10:30 –
11:45a
Kick Off: International
Update/2015 Plan
John Machonis
9:20a –
9:45a
International: a good fit in
our overall growth strategy
Bill Priemer
9:45a –
10:15a
Customer Win Overview
EMEA Partner
10:15a – Customer Win Overview
10:45a
APAC Partner
10:45a – Customer Win Overview
11:15a
LATAM Partner
11:15a – Customer Win Overview
11:45a
US Partner
11:45a – Wrap Up: The Gold
11:50a
Standard
John Machonis
Lunch (International Partners)
1:15p –
2:30p
Banking and Lending
Steve Comer,
Michelle Shapiro
SEC – AP for
Lawson
Travis Roe
Insurance
Colin Toomey, Cheryl
Nulman
SEC – OnBase
for HR
Travis Roe
SEC – Office
Hours & QA
with SEC Team
Travis Roe
2:45p –
4:00p
Case
Management
Rob Krause
Requirements
Gathering
Rob Krause,
Frank Furiga
You've Sold The
OnBase Cloud.
Now What?
Patrick Mulcahy,
Marc Cianciolo,
David Jones
International Track
9:00a –
9:20a
ERP
Integrations
Rob Krause
Application
Enabler
Rob Krause
International
Cumberland A
Conference 2
Solution
Experience
Center
4:15p –
5:30p
5:30p –
6:00p
Healthcare
Margaret Hulvey
Confidential -  2015 Hyland Software, Inc.
Wednesday, March 4th
7:30a – 5:00p
7:30a – 8:45a
9:00a – 5:30p
Information Desk and Registration Open Hours – Magnolia Foyer
Breakfast – Magnolia D
Expert Stations & Self-Paced Labs – Magnolia Foyer
Room
Magnolia A
Magnolia B
Track
OnBase Differentiators: Driving Net
New, Upsell, and Cross-Sell Opps
The Business of
Selling OnBase
9:00a – 9:50a
OnBase AnyDoc Capture
Ray Gerwig
10:00a – 10:50a
11:00a – 11:50a
11:50a – 1:15p
1:15p – 2:05p
OnBase Mobile
Tom Vitale
Selling Conversions
Colin Toomey
Workflow and WorkView - Add-ons
that Accelerate Customer Solutions
Tom Grucza, Tom Vitale
Lunch – Magnolia D, Foyer
Training & Education
Services
Carissa Nettle
OnBase Tools for Office Documents
Colleen Alber, Joseph Stever, David
Lewton
2:15p – 3:05p
Reporting Dashboards
Tom Vitale, Tom Grucza
3:15p – 4:05p
4:15p – 5:05p
6:30p – 9:30p
Using Product
Categories to Design
& Upsell Solutions
Glenn Gibson,
Colleen Alber
Three Integration Tools Every Sales
Person Should Know
Carolyn Kane, Colleen Alber, Steve
Bell
Perceptive Software
Ken Burns
Must Have Insight
about the Best of the
Rest
Ken Burns
Differentiate Your
Sales Message with
the OnBase Cloud
Marc Cianciolo, David
Jones
How and When to
Integrating Enterprise-class
Sell OnBase AnyDoc
Applications
Capture Solutions
Carolyn Kane, Rob Krause
Sam Schrage
Beach Luau – Beach of the Amelia Island Plantation Resort
50-Minute Classes
Magnolia C
Sales Enablement
Social Selling
Jim Kondrat
Customer Crosssell Evaluation
Jim Kondrat
EIAs: The Strategy
for Expanding
OnBase Solutions
Thomas Jenkins
Understanding &
Calculating ROI
Miguel Zubizarreta
How to Effectively
Research a
Prospect
Jim Kondrat
Presenting the
Value of OnBase
Glenn Gibson
The Power of
Influence Partners
to Win Deals
Jim Creech
Magnolia E
Sales &
Marketing
Strategy
Challenger Sale 1
Jen Fortune
Challenger Sale 2
Jen Fortune
Penetrating New
Markets Using
Next-Generation
Demand
Technologies
Sirius Decisions
OCE
Colleen Alber,
Molly McGrew,
Shanna Kynkor
Hyland Marketing
Resources
Update
Tina Petrigan,
Jason Kupcak
The Art of
Telesales
Kent Intagliata
Magnolia F
Magnolia G
Cumberland C
Government
Solutions
Solutions
Solutions
Architects
What’s New in
OnBase
Government
Kevin Flanagan, Troy
Doller
Plan Review
Troy Doller, Chuck
Duchon
Agenda
Management
Troy Doller, Tony
Ohlrich
Case Management I:
Who, what and
where
Kevin Flanagan,
Chuck Duchon
Case Management
II: Examples
Kevin Flanagan,
Chuck Duchon
The Art of Upsell
Kevin Flanagan, Troy
Doller, James
Morrison
New Government
Resources: Demos,
marketing and more
Terri Jones, Scott
Anderson, Tony
Ohlrich
75-Minute Classes
Cumberland B
Vertical Spotlight
Conference 2
Solution
Experience
Center
9:00a –
10:15a
Advancing Your AP
Solution Practice
Tim Nero, Katie Alberti
OnBase Capture to
Post, An AP Solution
Walkthrough
Tim Nero, Nick McCarty
Win, Win, Win!
KOM Networks
Customer
Health Check
Miguel
Zubizarreta
Accounts Receivable
Jaclyn Inglis
ERP
Integrations
Rob Krause
Higher Education
Jen Tysse, Laurel
Stiller
SEC – AP for
Lawson
Travis Roe
Commercial Markets
Kevin Ryan
SEC – OnBase
for HR
Travis Roe
Banking and Lending
Steve Comer,
Michelle Shapiro
SEC – AP for
Lawson
Travis Roe
Insurance
Colin Toomey, Cheryl
Nulman
SEC – OnBase
for HR
Travis Roe
10:30 –
11:45a
1:15p –
2:30p
Human Resources: An
Easy Add-on Sale
Katie Alberti
Uncovering Additional
Finance Revenue
Marketing
Opportunities
Judy Feher
Contract Management
Amanda Ulery, Scott
Tallam
Case Management Identifying New &
Upsell Opps
Amanda Ulery, Scott
Tallam
Application
Enabler
Rob Krause
2:45p –
4:00p
Case
Management
Rob Krause
Requirements
Gathering
Rob Krause,
Frank Furiga
You've Sold The
OnBase Cloud.
Now What?
Patrick Mulcahy,
Marc Cianciolo,
David Jones
4:15p –
5:30p
5:30p –
6:00p
Healthcare
Margaret Hulvey
SEC – Office
Hours & QA
with SEC Team
Travis Roe