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: 8:00 - 10:00 AM

Topics Include:

  • July 14, 2015: Accounts Payable, Cash Management, My Assistant
    • Error Correction
    • Sales & Use Tax
    • Using My Assistant to Communicate with Vendors
    • Exploring Subcontractor Compliance

  • September 17, 2015: Timberline Purchasing and Inventory
    • Issuing POs & Tracking Receipts Against Them
    • Handling Physical Counts
    • PO and IV Error Correction Procedures

  • October 14, 2015: Share Your Favorite Sage Tips & Tricks
    • What is your favorite timesaving tip?
    • What are your creative uses of Sage Software?
    • "Most Helpful" tip or trick will win a prize!

  • November 12, 2015: Month End Reconciliation and Reporting
    • Which reports help us reconcile?
    • Why are entries hitting suspense?
    • Using MyAssistant to prevent reconciliation issues

  • December 9, 2015: It's Year End Again!
    Bring us your questions on setting up W2s, tracking health care benefits, and printing 1099s.

Sage 100 Contractor Breakfast Meetings

Session Time: 8:30 - 9:30 AM

Topics Include:

  • June 25, 2015: General Ledger - Start To Finish
    (Online Breakfast Meeting)


  • July 30, 2015: Accounts Receivable, Invoices, and Cash Receipts
    (Online Breakfast Meeting)


  • September 10, 2015: Scheduling Work Orders
    (Online Breakfast Meeting)
    • Entering Invoices & Credits
    • Applying Credits To Invoices
    • Cash Receipts
    • Unitary Billing
    • Loan Draw Requests

  • November 19, 2015: Preparing for Year-End
    (Online Breakfast Meeting)

    • Learn how to audit your general ledger and payroll records, and correct errors.
    • Get step-by-step instructions for the Close Payroll Year task.
    • Find out how to produce required government reports including W-2s and 1099s.
    • Learn when and how to archive your data for the old fiscal year.

Sage 100 ERP Breakfast Meetings

Session Time: 8:30 - 10:00 AM

Topics Include:

  • August 13, 2015: Inventory Management & Sage Demo
    (Online Breakfast Meeting)

    This online breakfast meeting will guide participants through the major functions of the Inventory Management and some of the Bill of Materials modules for Sage 100 ERP. Sage will present their web based Inventory Advisor.

  • October 8, 2015: Accounts Receivable & Sage Demo
    (Online Breakfast Meeting)
    This online breakfast meeting will guide participants through the major functions of the Accounts Receivable Module for Sage 100 ERP. Sage will present their Sage Payment Solutions.

  • December 3, 2015: Preparing For Year-End In Sage 100 ERP
    (Online Breakfast Meeting)

    This online breakfast meeting will help you prepare for year-end procedures. The overview topics for the meeting will include:

    1. Closing Modules
    2. Reconciliations
    3. 1099 Reporting - Aatrix
    4. W-2 Reporting - Aatrix
    5. Electronic Filing - Aatrix


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