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 - 9:30am
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: 9:30 - 10:00am
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.

Eating the Elephant: A Digital Transformation Roadmap
Time: 10:00 - 10:30am
Presented by

Digital transformation can feel overwhelming, especially when you're already balancing projects, people, and profit margins. In this session, we’ll reframe software change as a manageable journey rather than a massive leap. Using a simple, practical roadmap, we’ll explore how you can approach new technology one step at a time, starting with your systems, the teams who use them, and the processes that shape their work.

Whether you’re considering a move to the cloud, looking to reduce manual work, or simply trying to better understand how new tools can support your business, this session will help you see the path forward more clearly. You’ll leave with a fresh perspective on what it really takes to modernize successfully and why the first step is often the most important.

Beyond the Budget: Better Planning, Margin & Cash Flow Visibility

Time: 10:45 - 11:15am
Presented by

Join RKL and Prophix to explore how construction and real estate finance teams can modernize planning, forecasting, and reporting. Attendees will 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.

Session Title Coming Soon!

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

Description Coming Soon!

Session Title Coming Soon!
Time: 12:45 - 2:00pm

Presented by

Session Description Coming Soon!

Take a Deep Dive into Sage Intacct Construction
Time: 12:45-2:00pm

Presented by

Tips & Tricks:
Projects, Billing, and Reporting Workflows
Time: 12:45-2:00pm

Presented by

Join Karen Hanley,  Senior Solution Architect, and walk through key project, billing, and reporting workflows using live examples and recommended settings. We'll cover how to:

• Configure project structures that support downstream billing and reporting.
• Execute T&M and progress billings (including retainage) with fewer reworks.
• Create project-centric reports and role-based dashboards to monitor margin, WIP, and cash flow.

Sage Construction Management and AI-Powered Reports with Data.Excel
Time: 2:15 - 3:30pm

Presented by

Join Mike Hagberg from DataXcel to see how contractors and service companies can save hours every week with AI-driven reporting, including schedule reports, interactive dashboards, and more.

 Latest Updates and Enhancements in Sage 300 CRE Versions 24 & 25
Time: 2:15 - 3:30pm

Presented by

We'll show you the latest updates and enhancements in Versions 24 and 25. This includes viewing new fields, marking GL accounts as "inactive," generating reports for specific banks and bank IDs, and more!

Supercharge your Backoffice with  Miter HCM and Sage Paperless
Time: 2:15 - 3:30pm

Presented by

Join Joey Fontana from 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.