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.

Moving to Sage Intacct Construction: A Practical Migration Guide for Procore Users

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

Moving to Sage Intacct Construction involves more than transferring accounting data—your Procore integration also needs to move with you. In this session, you’ll learn how Procore, RKL and your internal team work together to preserve the history of active projects, establish Sage Intacct Construction as the new accounting destination and reduce disruption along the way.

We’ll also cover important requirements, including one-to-one cost-code mapping, vendor and master-data alignment, and the temporary pause in accounting synchronization. Procore’s core field tools remain operational during the transition, helping your project teams keep working while the systems are reconfigured behind the scenes

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

Presented by

Session Description Coming Soon!

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 100 Contractor, Sage 300 CRE, and Sage Intacct Construction. 

AI-Powered Reports with Data.Excel and Sage Paperless  
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 Versions 24 & 25
Time: 2:15 - 3:30pm

Presented by

In this session, we’ll walk through the key enhancements in Sage 300 CRE Versions 24 and 25, 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

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.