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CONNECTING PEOPLE, PLACES AND INFORMATION

2019 WORKSHOP & CONFERENCE SESSION SCHEDULE

30SEPTEMBER OCTOBER OCTOBER

2 31OCTOBER

NEWFORMA WORLDNEWFORMA WORKSHOP

HYATT REGENCY COCONUT POINT RESORT AND SPABONITA SPRINGS, FL | USA

NEWFORMA WORKSHOP SEPTEMBER 30 – OCTOBER 1, 2019NEWFORMA WORLD CONFERENCE OCTOBER 2 – 3, 2019

NEWFORMA WORLD 2019 PAGE 2

Newforma Workshops

Monday, September 30TARGET AUDIENCE Technical General/Workflow

7:30 a.m.–8:30 a.m. BREAKFAST

Train The ChampionDay 1

8:30 a.m.–10:00 a.m. Best Practices: Project Email Addressing

Form Templates - 90 mins (Hands-on)

10:00 a.m.–10:15 a.m. BREAK WITH FOOD & BEVERAGES

10:15 a.m.–11:45 a.m. Best Practices: Managing Permission Sets and Keywords

Form Letters - 60 mins (Hands-on)

11:45 a.m.–12:30 p.m. LUNCH

12:30 p.m.–2:15 p.m. Best Practices: Power BI Dashboards

Customizing NPC Reports (Basic, Hands-on)

2:15 p.m.–2:30 p.m. BREAK WITH BEVERAGES

2:30 p.m.–4:15 p.m. Best Practices: Managing Transfers - 60 mins

Customize the Home Page and Preferences (Hands-on)

Tuesday, October 1TARGET AUDIENCE Technical General/Workflow Train The Champion

7:30 a.m.–8:30 a.m. BREAKFAST

Train The ChampionDay 2

8:30 a.m.–10:00 a.m. Behind the Scenes: Power BI and Customizing

Document Control (Hands-on)


10:15 a.m.–11:45 a.m. Troubleshooting: Newforma PlugIn’s (Add-In) - 75 mins

Meeting Minutes/Action Items (Hands-on)

11:45 a.m.–12:30 p.m. LUNCH

12:30 p.m.–2:15 p.m. Troubleshooting: Newforma Cloud Services

RFI and Submittal for Contract Management (tenative)

(Basic, Hands-on)


2:30 p.m.–4:15 a.m. Troubleshooting: Email Transfer Notifications

BIM Project Information Link Training: The Revit story


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2 31OCTOBER


Schedule subject to change.

Connecting People, Places and Information

Newforma World 2019 Workshops


Wednesday, October 2CALUSA TERRACE

7:00 a.m.–8:00 a.m. BREAKFAST & NETWORKING

CALUSA A-E

8:15 a.m.–10:00 a.m.

Welcome | Rick Saladino, Sr. VP, Strategic Account Sales, and Ken Weeks, VP, Technical Support & Services

Company Update | Brock Philp, CEO

Product Roadmap | Paul Piccini, EVP, Product & Technology, and Tammy Tenney, VP, Software Delivery

New Capabilities and the Latest Release | Marge Hart, Director of Product Management

10:00 a.m.–10:15 a.m. BREAK WITH FOOD & REFRESHMENTS

LOCATION CALUSA F CALUSA G CALUSA H SANIBEL CAPTIVA

TARGET AUDIENCE General General Mixed IT Admin IT Admin

10:30 a.m.–11:30 a.m.

Project Center, v12, What’s New?

Marge Hart, Newforma

Camil Lafreniere, Newforma

How to Use Project Center

Brian Guidotti, Newforma

Dashboards (Contract Admin) &

System Health Tracker (General)

Justin Fenico, Newforma

Connector Series: BST

Aaron Kivett, NewformaBST

Security & Data Privacy

Tammy Tenny, Newforma

Jamie Peloquin, Newforma

11:30 a.m.–12:45 p.m. LUNCH

12:45 p.m.–1:45 p.m.

Project Start-up & Close-out

(Project Publisher)

Conan Jurgens, Newforma

Cheri McMullan, Newforma

APIs: State of the Union

Nathan Sellers, Newforma

ERP Systems: Part 1 - Planning

Integration (Contract Admin)

Kelly Uehling, Newforma

Connector Series: Cosential

Aaron Kivett, NewformaAndy Hughs, VP of

Sales, Cosential

Migration to v12 with Cloud / Azure AD

Eric Buterbaugh, Newforma

1:45 p.m.–2:45 p.m.

Newforma Cloud


Camil Lafreniere, Newforma

Hidden Gems

Alison Whitney, Newforma

ERP Systems: Part 2 - Planning

Integration (IT Admin, Project Manager)


Create a Newforma Revit Content Project


Need an Upgrade? Helpful Tips

Lorenzo Gigliotti, Newforma


3:00 p.m.–4:00 p.m.

Techniques to Drive User Adoption

Deborah Barletta, DPL Team

Tara Anderson, Newforma

Field Management(Site Visits, Field

Notes, Punch List)

Cheri McMullan, Newforma

Lori Beekman, Newforma

Nasuni/Panzura (Contract Admin)

Lorenzo Gigliotti, Newforma

Integration: Newforma To RevitSuper-Charge Your

Project

Chris Meehan, Populous

Rick Thomson, Populous

Conan Jurgens, Manager, Newforma

APIs: Part 1 - Behind The Scenes Tour


4:00 p.m.–5:00 p.m.

Project Workflows

Tara Anderson, Newforma

Email Management: New Ways of Filing

Emails


Camil Camil Lafreniere, Newforma

NBIM Module (Project Managers)


Integration: Newforma to Deltek

Chris Warden, TreanorHL


APIs: Part 2 - Behind The Scenes Tour


ROYAL PALM COURTYARD

6:00 p.m.–10:00 p.m. RECEPTION, NETWORKING & DINNER, WITH ENTERTAINMENT


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Newforma World 2019 Sessions


Thursday, October 3CALUSA TERRACE

7:00 a.m.–8:00 a.m. BREAKFAST & NETWORKING

LOCATION CALUSA F CALUSA G CALUSA H SANIBEL CAPTIVA

TARGET AUDIENCE General General Mixed IT Admin IT Admin

8:15 a.m.–9:15 a.m.

Project Moves, Back-up, Recovery

and Archive


Justin Fenico, Newforma

Connector Series: Autodesk BIM 360

Aaron Kivett, Newforma

Autodesk BIM 360

Connector Series: Bluebeam

Tammy Tenny, Newforma

Jamie Peloquin, Newforma

9:15 a.m.–10:15 a.m.

ConstructEx

Alison Whitney, Newforma

Connector Series: Procore

Aaron Kivett, Newforma

Connector Series: Navisworks



10:45 p.m.–11:45 p.m.

Customize Reports, Form

Templates, Form Letters

Stephen Komisarek, Newforma

11:45 p.m.–12:45 p.m.

Connector Series: O365


12:45 p.m.–1:45 p.m. LUNCH

1:45 p.m.–2:45 p.m.


CALUSA A-E

3:15 p.m.–4:15 p.m.

Welcome Back! | Rick Saladino, Sr. VP, Strategic Account Sales, and Ken Weeks, VP, Technical Support & Services

Closing Commentary | Ray Dezenzo, COO & CFO

Amazon Gift Card Drawings | Rick Saladino, Sr. VP, Strategic Account Sales, and Ken Weeks, VP, Technical Support & Services

Drone Give-Aways! | Rick Saladino, Sr. VP, Strategic Account Sales, and Ken Weeks, VP, Technical Support & Services


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NEW and IN DEVELOPMENT! Up To 17 interactive round-table discussions led by Newforma customers covering hot topics! These sessions will be designed to problem-solve, idea-generate and network with your peers.

NEW SESSIONSEE BELOW


















Newforma World 2019 Sessions

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