Monthly Breakfast Meetings


CPA Technology holds monthly Breakfast Meetings and is one of the more popular events hosted for our clients. Monthly topics for these user groups are focused on different areas of our business solutions; some months will include discussions of third-party products which integrate with the software. They are a free and easy way to enhance your understanding of the software and many tools it has to offer.

If you are not presently a client of ours but would be interested in previewing one of our meetings, call us at (610) 862-1998.

Breakfast Meetings take place at our training center:
CPA Technology Training Center
101 W. Elm Street, Suite 500 (5th fl), Conshohocken, PA 19428

Breakfast Meetings - CPA Technology

Optional: Online Breakfast Meetings

For those clients who would rather not travel to our training center due to distance or work schedules, they have the option of participating live via the Web as CPA Technology hosts our monthly Breakfast Meetings.

Log-in instructions will be emailed prior to the online session. Register here and let us know which month/topic you would like to participate.


Sage 300 Construction and Real Estate Breakfast Meetings

Session Time: 8 - 10 AM

Topics Include:

  • March 11, 2014: Sage Estimating
    Preview of SQL Estimating; Integrating Estimating with Project Management & Job Cost; Database Maintenance

  • April 22, 2014: Sage 300 Construction and Real Estate Reporting Solutions
    Should I use Inquiry Designer, Report Designer, Crystal Reports, or Office Connector to design my report? What are the advantages/disadvantages between the different reporting solutions? Customizing existing reports

  • May 14, 2014: Service Management & Mobile Solutions for Sage 300 Construction and Real Estate
    Customizing the Dispatch Board; Understanding Service Agreements, Quotes, and Renewals; Entering Work Orders from the Field

  • June 17, 2014: Q & A on Sage 300 Construction and Real Estate
    Have a question that doesn't fit into our "regular" Breakfast Meeting Categories? Now is your chance to have your unique topics addressed! Please submit your questions ahead of time so that we can be prepared!

  • July 10, 2014: System Maintenance for Sage 300 Construction and Real Estate
    Which records should we move to really speed things up? Why can't I move my AP checks to history? In addition to data files, what special system files need to be backed up? How do we move ancient docs out of Document Management?

Sage 100 Contractor Breakfast Meetings

Session Time: 8:00 - 10:00 AM

Topics Include:

  • March 25, 2014: Customizing Reports & Queries in Sage 100 Contractor
    (Online Breakfast Meeting)

    Join us for this online breakfast meeting to learn some tips on creating new and modifying existing report designs in Sage 100 Contractor. This session will cover how form designs combine with report designs, resulting in the final product. We'll also learn how to rapidly create and edit queries to search through your data and find quick answers, and more!


Sage 100 ERP Breakfast Meetings

Session Time: 8:30 - 9:30 AM

Topics Include:

  • March 27, 2014: Intro to Sage 100 ERP Sales Order
    (Online Breakfast Meeting)

    Join us for this online breakfast meeting for a one-hour lesson on the use of the Sage 100 ERP Sales Order Module. We will go through how to create quotes, orders and invoices and how to customize your screens and lookups. A review will also be done on the newest pricing features. REGISTER

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