Refreshments and Registration 

Time: 8:30 - 9:00am

Stop by our registration table to receive your name badge and get registered for the day's events! A light breakfast, along with coffee, tea, and water, will be provided.

Welcome to Our Mid-West User Conference

Time: 9:00 - 9:20am
Presented by

Mark Severance, our Director of Sage Construction Sales, will start us off with a quick introduction of our present team members and walk you through the session-packed day! You'll have a better understanding of who RKL is as a whole, how our technology and advisory teams work together, and the experience and expertise we bring when navigating technology and business transformation.

Sage State of the Union

Time: 9:20 - 9:35am
Presented by

Come hear from Sage CRE expert Jennifer Martin, Channel Executive from Sage, as she gives us the latest updates regarding Sage's product bundles for Heavy & Civil Contractors, General Contractors, Real Estate Developers, Residential Homebuilders, and Specialty Contractors, as well as a future look into where we're headed with Sage Intacct Construction.

Take a Deep Dive into Sage Intacct Construction
Time: 9:35 - 10:30am
Presented by

Join Mark Severance, Director of Construction Sales, and Kaitlyn Curley, Sage Intacct Construction Presales Engineer,  to learn how Sage is using AI to "transform accounting from a profession limited by cycles to one that provides continuous strategic value."

From increasing journal entry and ledger reporting accuracy to automating your AP processes, Sage Intacct Construction delivers rich financial and operational insights for construction leaders.

Connecting Your Workforce: An Introduction to Sage HCM for Construction   

Time: 10:45 - 11:15am
Presented by

Managing people and payroll across jobs, locations, entities, field crews and office teams can quickly become complicated. In this session, we’ll introduce Sage HCM, a unified HR, payroll and talent platform built for the realities of construction. You’ll see how it can support union and certified payroll, prevailing wage requirements, multi-rate payroll, time and expense capture, recruiting, onboarding, training, certifications and employee self-service.

We’ll also explore how connecting workforce data with job costing and financials can reduce duplicate entry, provide better visibility into labor costs and help your team make more informed decisions.

Connecting Construction Operations and Financials with Procore and Sage

Time: 11:15 - 11:45am
Presented by

Join us for an overview of how Procore can support construction teams throughout every phase of the project lifecycle, from preconstruction and document management to field collaboration, project controls and closeout.

For Sage 300 CRE, Sage Intacct Construction and Sage 100 Contractor users, disconnected project information and duplicate entry can make it difficult to maintain timely visibility into costs, commitments, progress and financial performance. In this session, we’ll explore how Procore can help connect field and project management workflows with your Sage financial system, giving teams access to more consistent information across the business.

Managing Your Service Operations with Sage Field Operations
Time: 12:45 - 2:00pm

Presented by

With a shortage of skilled labor, specialty trade contractors are requiring more data than ever to find ways to improve service margins to support business growth. Learn how Sage Field Operations can extend the value of Sage accounting to shine the spotlight on key areas such as labor productivity, work order profitability, and technician performance. 

ISV Session:
HCM, Forecasting & Planning, Sage Paperless
Time: 12:45 -2:00pm

Presented by

Join Miter and learn how to leverage a construction payroll system that handles the nuances of job costing, union rates, and prevailing wages and streamlines finance workflows by connecting payroll to field operations, expenses, and your ERP.

Then, join Prophix to explore how construction and real estate finance teams can modernize planning, forecasting, and reporting. Learn how Prophix can reduce spreadsheet dependency, improve visibility into business performance, and provide a scalable finance foundation that supports their needs today and evolves alongside their ERP strategy.

Finally, join Shane Melancon, our Representative from Paperless Environments, as he explains the benefits of using Sage Paperless Construction and its seamless integration with Sage 300 CRE and Sage Intacct Construction. 

Turn Data into Dollars with Data.Excel and Sage Paperless  
Time: 2:15 - 3:30pm

Presented by

Your Sage 100 Contractor database already knows where your money is leaking — most contractors just never see it. In this session, Mike Hagberg of Xcel Software walks through four real case studies where DataXcel turned everyday Sage 100 data into serious savings: material price drift that was quietly eating bids, margin fade caught while the jobs could still be saved, certified payroll reporting cut from hours to minutes, and a month-end close that stopped dragging on for days.

Then we'll hear from Shane Melancon from Sage Paperless

 Latest Updates and Enhancements in Versions 24, 25, & 26
Time: 2:15 - 3:30pm

Presented by

In this session, we’ll walk through the key enhancements in Sage 300 CRE Versions 24, 25, and 26, including new AP payment controls, payroll and certified reporting updates, the ability to inactivate GL accounts and prefixes, property management improvements and expanded Excel and Crystal Reports capabilities.

We’ll also cover important installation considerations, such as compatibility with Actian Zen 15 and Windows Server 2025.

Tips & Tricks:
Projects, Billing, and Reporting Workflows
Time: 2:15-3:30pm

Presented by

• Configure project structures that support downstream billing and reporting.
• Execute T&M and progress billings using the new Billing Workbench.
• Create project-centric reports and role-based dashboards to monitor Revenue and Expenses against Budgets by Project.