#ERT2012

The 2012 Executive Roundtable

Thriving Homebuilders in a Tough Market: Innovative Ideas, Exceptional Performance

We are bringing together our clients and our staff for over two days of formal and informal instruction. Our goal is to provide you with ideas and education opportunities so you can bring home new information that can make a meaningful impact on your business.

Our full brochure contains every single detail about the Executive Roundtable, including a justification toolkit, the registration form, and all of the exciting events that will take place at the 2012 Executive Roundtable!

Here's what you'll need to know...

Where The Borgata Hotel and Casino Atlantic City, New Jersey The Borgata Hotel and Casino presents an ideal destination for this year's Executive Roundtable. The Borgata offers the finest amenities to help you relax - luxurious guest rooms and suites, six unique fine dining restaurants, full-service spa, pool, gym and of course casino tables. When May 20-22, 2012 Roundtable Format Monday, we will all be in one large meeting. Tuesday, we will break out into smaller more specialized classrooms. Sunday May 20 Meet and Greet Reception: 5-7pm at the Borgata We kick off the Executive Roundtable with a cocktail party, roundtable registration and gifts at the Borgata Hotel and Casino. Drop by and network with industry peers, say hellow to the Mark Systems team, and have a beer on us. Monday May 21 Introduction by the President of Mark Systems - Things get started Monday morning with an outline of the day's session and introduction of all participants by the President of Mark Systems, Mark Finelli. Keynote Speaker - Wayne Norris of Hanley Wood Marketing Intelligence will be making this years Keynote address on "Innovative Ideas from Thriving Homebuilders in a Down Economy". Client Case Studies - Hear three different case studies from three of our clients. This year's topics will range from green\ efficient building to moving from custom building into entry level building to building near energy sources. IHMS New Feature Demonstration - Review of new functions and enhancements in the latest version of IHMS demonstrated by Vice President of Mark Systems, Don Scattergood. Panelist Discussion - Hear from four different Mark System client's executives who have successfully implemented IHMS modules and best practices who will share their experiences in an open forum. IHMS Roundtable Discussion of Requested New Features - Discussion of new feature requests from you the customer with our Vice President, Scott Duman. We want to hear about system enhancements that will make you more efficient and profitable. Dinner with Mark Systems - Join Mark Systems' principals and consulting staff for a banquet dinner and cocktails as we conclude the first day of the conference and raffle off an iPad! See the printable brochure for more information. Tuesday May 22 Advanced Training Sessions - Based on the poll results we received from you, you'll be able to partipate in one of 3 breakout sessions (two classes in the AM that are one and a half hour each and one in the PM that is three hours). 9am-10:30am - Morning A (choose one) Improving Customer Communications with IHMS Don Scattergood - VP of Sales / Owner Elizabeth Stallone - Senior IHMS Consultant Beginning with the first contact, customer service is one of the most important parts of the homebuilding experience, and the IHMS Internet ToolKit and Document Management are critical tools to achieve customer service excellence. This interactive class will help you give your customers the best possible experience, from prospect registration through home construction to warranty service and beyond. We'll review the setup and configuration for Prospect Registration and home buyer/home owner access, as well as the deep integration into the Document Management process. Best practices for warranty management as well as the latest features in these area will round out this valuable break out session. Advanced Purchasing using PO Inheritance Rich Finelli - IHMS Consultant / Implementation Project Manager Learn how to quantify supplier price agreements with pricing organized by part stored globally or at the individual development. Provide plan and option take-offs globally with the ability to alter quantities of take-offs at the development level. Utilize supplier resources to keep prices current with the vendor price update spreadsheet. Take control of take-off changes using the export/import features in Excel to update quantities. Scheduling with NHQ and ITK Robert Cain, VP of Consulting Building it right the 1st time - that's what it all boils down to for National Housing Quality (NHQ) Certified Trade Contractors. Checklists are as much a part of the building process as a cell phone. Communicating to and verifying the work of over 60 trade partners per house as well as being ready for customer interaction and unforeseen scheduling conflicts and weather delays are enough to cripple even the most organized superintendents. Learn how to control quality and build houses in the exact sequence with the exact steps each time without missing all the important details. Use the NHQ system as an email and historical reporting tool for superintendents and vendors. 10:30am-Noon - Morning B (choose one) Introduction to New Financial Reporting Scott Duman, VP of Development, Owner Elizabeth Stallone, Senior IHMS Consultant Financial reporting is one of the most important aspects of any business. Learn how to structure General Ledger accounts with the use of financial division for reporting profit centers, as well as utilizing General Ledger detail accounts to represent expense account groupings. Learn how to maximize IHMS tools for financial reporting. Global Contracts - Best Practices for Turnkey Contracts Rich Finelli - IHMS Consultant / Implementation Project Manager Vendor contracts are the essential ingredient in the recipe for efficient homebuilding. They allow you to pre-negotiate prices with turnkey and labor vendors to automate work order production and invoicing. In this class we'll start with the basics, learning how to setup and manage base and option vendor contracts. We'll spend much of our time exploring in detail, the implementation of Global Vendor Contracts when pricing remains the same for a plan that is built in several developments. Also, the differences and appropriate times to use the Bid Worksheet vs. the Update Vendor Contracts program will be clearly defined. The Four Types of Options Robert Cain, VP of Consulting Learn about the four types of options offered in IHMS and how to effectively use each one to maximize option revenue and communicate selections to the field. This class will also cover traditional, upgrade, custom and standard color selection options as well as how to effectively manage the selections from buyers. We will also review option attributes such as cut-off stages, option categories for cost mark-up and selections, option control groups and option document attachments. Noon-1pm Catered Lunch, Networking 1pm-4pm (choose one) Maximizing IHMS to Achieve Organizational Efficiency Robert Cain, VP of Consulting Successful businesses need streamlined, effective and efficient processes and procedures implemented in order to achieve organizational efficiency. Learn how to guide your homebuilding organization to a new level of communication through a high level software implementation session focused on improving communications and procedures to maximize resources. Topics include the 4 C's of a successful software implementation through an open forum discussion on how to best utilize IHMS at your organization. Advanced Reporting and the New Financial Statement Report Writer Scott Duman, VP of Development, Owner Elizabeth Stallone, Senior IHMS Consultant Custom financial reporting has been one of the most requested features of IHMS. The existing financial statement report writer will help advanced users but proved to be limited when consolidating groups of companies. Learn how to develop custom financial reports using ranges of General Ledger accounts at the major, division and detail level consolidating financial information for one or more companies displayed in a polished L report or Excel. Help Desk Rich Finelli - IHMS Consultant / Implementation Project Manager Mike Giron - Senior Platform / Installation Specialist Alexander Zbik - IHMS Consultant Colin Scattergood - IHMS Consultant If you need more basic help this is a good opportunity to get those questions answered. We'll have Alex, Colin, Rich, and Mike on hand to discuss any and all aspects of IHMS in an open training forum. Hosted by IHMS consultants, this is your opportunity to address your specific training needs with our staff.  Multiple consultants in different area's of expertise will answer questions from basic IHMS training to the extra techy platform and IT questions. Pricing / Registration Early Bird Registration: $810 per person if you sign up by March 20th 2012 | $900 per person after March 20th. Price includes: Sunday: open bar cocktail party; Monday: breakfast, lunch, and dinner event; Tuesday: breakfast and lunch. Guest Registration: $250 per person for spouses and family, which only includes Sunday evening welcome reception and Monday evening dinner and cocktails. Attendee substitutions can be made at any time without charge. No refunds for cancellations or no-shows. Payment is due in full at the time of the registration. All payments in USD. We accept all major credit cards. Note:These prices are for Mark Systems Software Maintenance customers and their employees only. Premium Support: Mark Systems Software Maintenance customers participating in the Premium Support Software Maintenance Plan are entitled to 1 complimentary registration. To register, print the registration form. Also, reserve a hotel room at the Borgata Hotel and Casino by calling (609) 317-1000 and use group code GBMM12 for the special rate of $109 per night if your reservation is made by April 20th 2012. Rooms requested after April 20th are subject to availability and prevailing price. Reasons to Attend Educational sessions that are tailored to you - sign up for two of our six break out sessions so you can learn about topics that directly effect you. Based on your feedback learn how to better utilize the software you already own. We're also hosting business minded sessions that are geared towards processes and best practices, rather then simply about software or technology. A tremendous opportunity to network with industry and product peers - share ideas and learn best practice from industry peers. Let your voice be heard - discuss your ideas and suggestions with our team - including Support staff, Trainers, members of the Management Team and owners Mark Finelli, Scott Duman and Don Scattergood. Get your questions answered on the spot - one on one help from experienced staff. Find out where Mark System is headed and what that means for you - find out first hand from owner Don Scattergood. iPad Giveaway! iPad Raffle to benefit the Mercy Home Foundation. Mark System's believes in helping those who are less fortunate. Led by Mark Finelli, the Mark System's team prides itself on a long tradition of philanthropy and corporate social responsibility - contributing both time and money to charitable organizations. We'd like to continue with that tradition at the 2012 Executive Roundtable - and we need your help. This year, we'll be putting on a raffle (for iPads) to raise money for the Mercy Home Foundation. The Mercy Home Foundation, Inc. is a non profit New Jersey Corporation created to build and maintain homes and schools for mentally and physically challenged women and children. Entries are $25 each, or 5 for $100. You do not have to attend the Executive Roundtable to win. To enter, click here If you win an iPad, you could give it to your kid, your superintendent, or even keep it for yourself (you deserve one)! Planning Checklist Reserve a hotel room at the Borgata Hotel and Casino by calling (609) 317-1000 and use group code GBMM12 for the special rate of $109 night if your reservation is made by April 20th 2012. Rooms requested after April 20th are subject to availability and prevailing price. Book Air/Transportation to Philadelphia, PA (60 miles from the Borgata) or to Atlantic City, NJ Arrange transportation to/from the Borgata Hotel and Casino. Networking Opportunities The social events strategically built into The 2012 Executive Roundtable are designed to allow you to make connections with industry peers and the Mark Systems team. Breaks in the day and longer lunches let you take care of business or talk to other software users. Share ideas and learn how other Mark System's client's are best utilizing IHMS. Attire The dress code for the Welcome Reception and dinner will be cocktail attire. Conference session attire will be business casual. Twitter The official trending hash tag of the Executive Roundtable is #ERT2012. Many of us at Mark Systems will be tweeting live from the event so you can follow along with all the action! #ERT2012 We'll also have all #ERT2012 tweets broadcasting live from the website! Sponsorship Sponsorship opportunities are available. If you have national partners that may be interested in sponsoring this event, please direct them to the FAQ (PDF) and Registration Form (PDF) located below or copy and past this link in an email and send it to them: http://www.marksystemsusa.com/executiveroundtable2012.php#sponsors. Sponsorship FAQ (PDF) Sponsorship Registration Form (PDF) Questions? The Printable Brochure contains every single detail big or small pertaining to the 2012 Executive Roundtable. Or, for any of the trickier questions about the Executive Roundtable please contact: Colin Scattergood | 800.972.7444 x116 | colins@marksystemsusa.com Alexander Zbik | 800.972.7444 x112 | alexanderz@marksystemsusa.com Bob Cain | 800.972.7444 x114 | robertc@marksystemsusa.com

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