Agenda

 

 
Class Handouts in Adobe PDF format
Class Handout coming soon.
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Wednesday
12:00PM-5:00PM Registration, With Refreshments sponsored by ATAA
1:00PM-5:00PM Concurrent Training Sessions
  — TRAMS Back Office Introductory Training
  — CLIA Seminar - Effective Presentation Skills
(15 credits toward CLIA's Certification requirement)
  — ClientBase Introductory Training
  — Live Connect Pavilion
  — Study Hall with ClientBase, Back Office, TMA, and ARC
  Mini Sessions
1:00PM-1:45PM — ARC - IAR 2.0
2:00PM-2:45PM — TMA Your Email Marketing Program - Learning the Basics
3:00PM-3:45PM — ARC - IAR 2.0
4:00PM-4:45PM — TMA Your Email Marketing Program - Learning the Basics
6:00PM-7:00PM Cocktails (Cash Bar)
7:00PM-10:00PM Dinner on your own
(Restaurants will have Summer Camp menus & special pricing)

 

Thursday
7:30AM-8:30AM Breakfast on your own
(Restaurants will have Summer Camp menus & special pricing)
8:00AM-4:30PM Registration  
8:30AM-9:30AM General Session with Lee Rosen, President, TRAMS, Inc.
9:30AM-10:00AM Coffee Break & Live Connect Pavilion
10:30AM-11:15AM Concurrent Training Sessions
NEW! — TRAMS Back Office: Fundamental Tips, Tricks & Keystrokes
NEW! — TRAMS Back Office: Tracking Client Balances When an Invoice is Not Available & General Ledger Enhanced Skills
  — ClientBase: Closing More Sales
NEW! — ClientBase: Advanced Queries, Reports & Database Analysis
  — CRM 101 - Understanding Relationship Marketing
  — Study Hall with ClientBase, Back Office, TMA, and ARC
  — Live Connect Pavilion
11:30AM-12:45PM Concurrent Training Sessions
NEW! — TRAMS Back Office: Payments - Understanding the Basics
  — TRAMS Back Office: TRAMS Credit Card Merchant
  — ClientBase: Using Activites to Manage Your Day
NEW! — ClientBase: Advanced Tips, Tricks & Keystrokes
  — TMA Your Email Marketing Program - What is it and how you make it work?
  — Study Hall with ClientBase, Back Office, TMA, and ARC
  — Live Connect Pavilion
12:45PM-1:45PM Lunch on your own
(Restaurants will have Summer Camp menus & special pricing)
2:00PM-3:15PM Concurrent Training Sessions
  — TRAMS Back Office: The World of Reconciliations
  — TRAMS Back Office: Enhancements in the newest version
  — ClientBase: Res Cards Part 1
  — ClientBase: Open Forum
  — TRAMS Web Technology & Remote Access - The Ultimate Solution!
  — Study Hall with ClientBase, Back Office, TMA, and ARC
  — Live Connect Pavilion
3:30PM-4:45PM Concurrent Training Sessions
  — TRAMS Back Office: General Ledger Overview & Setup - The Basics
NEW! — TRAMS Back Office: Payments & Cleaning Up Client Balances
  — ClientBase: Res Cards Part 2
  — ClientBase: Enhancements
  — TMA Your Email Marketing Program: Success stories - Learn from your peers!
  — Study Hall with ClientBase, Back Office, TMA, and ARC
  — Live Connect Pavilion
4:45PM-6:45PM Tradeshow & Camp Cocktail Party
7:00PM-10:00PM Dinner on your own
(Restaurants will have Summer Camp menus & special pricing)

 

Friday
8:00AM-9:00AM Breakfast on your own
(Restaurants will have Summer Camp menus & special pricing)
8:30AM-3:30PM Registration
9:00AM-10:00AM General Session with Bob Abrames
10:30AM-11:45AM Concurrent Training Sessions
  — TRAMS Back Office: General Ledger & End of Month Routine - The Basics
— TRAMS Back Office: Tips & Tricks for The Experienced User
— ClientBase: Live Connect to Booking Engines
NEW! — ClientBase: Develop an Effective Marketing Strategy
— SQL Basics
  — Study Hall with ClientBase, Back Office, TMA, and ARC
12:00PM-1:00PM Lunch on your own
(Restaurants will have Summer Camp menus & special pricing)
1:00PM-2:15PM Concurrent Training Sessions
  — TRAMS Back Office: Fundamental Reports & Quality Control
— TRAMS Back Office: Open Forum For Sharing Successes & Techniques
  — ClientBase: Real Tips on Establishing & Strengthening Client Relationships
  — ClientBase: Inventory Manager
— TRAMS Back Office & ClientBase: Automate Procedures
  — Study Hall with ClientBase, Back Office, TMA, and ARC
2:30PM-3:45PM Concurrent Training Sessions
  — TRAMS Back Office: Fundamental Report Generator
  — TRAMS Back Office: Multi Location Agency: Merging Databases and More!
  — ClientBase: E-Mail Marketing
  — ClientBase: Putting it all Together (Lifecycle)
  — TRAMS Back Office & ClientBase: Enhanced Group Management
  — Study Hall with ClientBase, Back Office, TMA, and ARC
3:45PM Adjourn