reconnect advance program

Advance Program

August 27-29, 2012Connecticut Convention CenterHarford, CTQuestDirect.org/RECONNECT

http://www.QuestDirect.org/RECONNECT

2 PeopleSoft RECONNECT 2012 – A PeopleSoft Modular Deep-dive Event

PeopleSoft RECONNECT is the ONLY conference featuring exclusively PeopleSoft education. This new event will offer over 125 in-depth education sessions that dig into PeopleSoft product modules like HCM, Financials, Tools & Technology, Supply Chain/Distribution & Manufacturing, and SRM.

PeopleSoft user and SIG leader Rich Harvey said he sees the "nuts and bolts" approach at RECONNECT as the perfect complement to COLLABORATE's "50,000-foot view. You can't get that [deep-dive] at COLLABORATE; it's an entirely different value proposition." Plus, Harvey added, RECONNECT is "the first event in years that's only PeopleSoft."

PeopleSoft users ONLY! There will ONLY be PeopleSoft information presented. If you are an end user of a PeopleSoft module (those that use the products on a daily or near-daily basis) looking for focused education, this conference is for you! Education will dig into enhancements, techniques and tips for your tower modules.

About

Who should attend?

QuestDirect.org/RECONNECT

2 About

2 Who Should Attend?

3 PeopleSoft Community Unites

4 Education

5 Agenda

6 Keynotes

7 Sessions

13 Exhibitors

14 Hotels

15 Registration

16 Closing Quote

Table of Contents



Benefits Product Users Group

Distributors’ and Manufacturers’ Users Group (DMUG)

Financials Product Users Group

Financials Services Industry Users Group (FSIUG)

Human Capital Management Product Users Group

Payroll Users Group for North America

PeopleSoft Credit & Accounts Receivable Experts SIG (PSCARE)

Source to Settlement PUG

New York/New Jersey RUG

Southern New England Users Group (SNUG)

Attention former LINK attendees! The users groups that were formerly a part of LINK have now aligned with Quest and will be meeting at PeopleSoft RECONNECT in 2012 instead of having a LINK conference. LINK has been replaced by PeopleSoft RECONNECT for all PeopleSoft users, including PeopleTools users.

PeopleSoft Community Unites

Marc Weintraub, PeopleSoft Product Strategy Director at Oracle, recently blogged: PeopleSoft RECONNECT Conference Unites the PeopleSoft Community

“The PeopleSoft team is looking forward to participating in this new PeopleSoft deep dive conference from the Quest International Users Group. We’ve worked diligently with the leadership of Quest’s PeopleSoft Special Interest Groups (SIGs) and Regional User Groups (RUGs) to make sure this national user event delivers PeopleSoft content that meets the needs of the PeopleSoft community…”

Read the FULL blog at http://bit.ly/PD4A12.

The PeopleSoft Special Interest Groups and the Northeast Regional Users Groups below have pulled together to unite the PeopleSoft community at RECONNECT:

Registration is Open!QuestDirect.org/RECONNECT


http://bit.ly/PD4A12


HCM PeopleSoft HCM Absence Management, Payroll, Benefits/Compensation, Talent Management, Time & Labor and more.

FINANCIALS PeopleSoft Financials Accounts Payable, Project Costing, Asset Lifestyle Management, Receivables/Billing, General Ledger, Treasury Management and more.

TOOLS & TECHNOLOGYPeopleSoft PeopleTools Release 8.52 features, functionality, the hurdles of implementation and work-a rounds.

SUPPLY CHAIN/ MANUFACTURING & DISTRIBUTIONCustomer Order Management, Inventory, Planning, Transportation Management, Manufacturing and more.

SUPPLIER RELATIONSHIP MANAGEMENTPeopleSoft Supplier Relationship Management Procurement, eSupplier, Purchasing, Contract Management and more.

Education

Registration Is Open!QuestDirect.org/RECONNECT

PeopleSoft RECONNECT has 125+ sessions that include discussions with Oracle PeopleSoft strategists and development team, roundtable sessions and upgrade information around:


Agenda

Monday, August 27, 2012

10 a.m. - 7:30 p.m. Registration Open

1 p.m. - 1:50 p.m. PeopleSoft Keynote with John Webb

2 p.m. - 2:50 p.m. Roadmap Sessions for Each Module

3 p.m. - 3:50 p.m. Education Sessions

4 p.m. - 4:50 p.m. Education Sessions

5 p.m. - 5:50 p.m. IBM Keynote

6 p.m. - 7:30 p.m. Welcome Networking Reception

Tuesday, August 28, 2012

7:30 a.m. - 7 p.m. Registration Open & Quest Information Desk

7:30 a.m. - 8:30 a.m. Continental Networking Breakfast

7:30 a.m. - 3:20 p.m. Exhibitor Showcase Open

8:30 a.m. - 9:20 a.m. Education Sessions


10:20 a.m. - 11:20 a.m. Exhibitor Showcase

11:30 a.m. - 12:20 p.m. Education Sessions

12:20 p.m. - 1:20 p.m. Networking Luncheon

1:30 p.m. - 2:20 p.m. Education Sessions

2:20 p.m. - 3:20 a.m. Afternoon Break in Exhibitor Showcase



5:30 p.m. - 7:00 p.m. Exhibitor Showcase Open

5:30 p.m. - 7:00 p.m. RECONNECT Party

Wednesday, August 29, 2012

7:30 a.m. - 1:00 p.m. Registration Open & Quest Information Desk

7:30 a.m. - 8:30 a.m. Continental Networking Breakfast in Exhibitor Showcase

7:30 a.m. - 11:30 a.m. Exhibitor Showcase Open


9:30 a.m. - 10:20 a.m. Rapid Decision Super Session


11:30 a.m. - 12:20 p.m. Education Sessions

12:30 p.m. - 1:30 p.m. Closing Networking Luncheon

QuestDirect.org/RECONNECT



OPENING ORACLE KEYNOTEMonday, 1 p.m.John Webb, Oracle Vice President of Product Strategy John is responsible for the strategic direction of Oracle's PeopleSoft applications, including PeopleSoft Human Capital Management and PeopleSoft ERP and CRM products and we are very excited to have him and his team at this inaugural deep dive conference. He brings more than 20 years of business experience to Oracle both as an implementer and a developer of enterprise applications. John will open the conference with the overall PeopleSoft strategy.

ORACLE SUPER SESSIONS After the opening Oracle keynote Monday, each track will have its own Roadmap Super Session led by a key Oracle thought leader.

• IBM Keynote •

PeopleSoft Data Lifecycle Governance – Manage Your Data From Requirements to Retirement Monday, 5 p.m.Peter Kohler, Data Governance Business Unit Executive & Dhan Patel, Sr. TPM, IBMPeopleSoft applications contain some of the most sensitive and integrated data within your organization. All of this is driving organizations to recognize the need to take a more strategic approach to managing their data. For these reasons, data lifecycle governance is an increasingly important area that is directly tied to an organization’s ability to enhance the quality, protect, audit, manage and ultimately increase the value of your organization’s PeopleSoft data throughout its lifecycle – into Trusted Information. Join us as we discuss the core governance disciplines that can help enhance your organization’s capabilities by leveraging people, processes and technology to ensure that your PeopleSoft data is of the highest quality, protected and managed throughout its life-cycle.

Keynotes




• RapidDecision Super Session •

Is it Business Objects, Cognos, Microstrategy and Oracle – which BI tool is right for you?Wednesday, 9:30 a.m. Joseph Guerra, SVP, CTO, & Chief Architect In this informational session Joseph will discuss in detail our experience with the leading Business Intelligence vendors including Business Objects, Cognos, MicroStrategy and Oracle. Joseph will compare each of these BI tools across several major categories including features and functions in an effort to provide the necessary information you will need to create your final evaluation for each BI application. In the end you will see for yourself that all BI tools are not created equally. Joe oversees all product development and is a highly respected BI and data warehousing consultant. With more than 20 years experience, Joe is frequently asked to present at industry events.

• Supply Chain, Manufacturing and Distribution •

PeopleSoft RECONNECT will feature discussions with Oracle PeopleSoft Supply Chain, Distribution and Manufacturing strategists and development team, roundtable sessions and upgrade information as it relates to Customer Order Management, Inventory, Planning, Transportation Management, Manufacturing and more. Here is a sampling of some of the SCM sessions you’ll find at RECONNECT.

Alerts and Related Content Improves Financial Compliance and Control Rebecca Vilsack, University of Central FloridaExplain the funda.m.entals and functionality of alerts and related content. Offer practical advice on benefits realized, lessons learned and improved business processes. Increase financial compliance and control by extending the functionality of the FSCM 9.1 application.

Utilizing Native PeopleTools for Improved Business IntelligenceLarry Zagata, MiPro ConsultingThis presentation will show you how to expand business intelligence into PeopleSoft utilizing delivered tools to “configure”, not “customize,” your solution and improve the business process with embedded business intelligence. This presentation will be valuable for both technical and functional

Sessions


August 27-29, 2012



users as we will demonstrate the business value of extending the tools solution and demonstrate how to accomplish it using real world examples.

Order Management Round Table – Batch Processing Tamara Wilkinson, Rain Bird Get input/feedback from other companies on what OM Batch Processes are scheduled on a regular basis, in what order and why. Get input/feedback on other companies experiences with data inconsistency errors when entering orders online.

Help! Our Supply Planner just quit... Adrian Wright, Thales Communications Inc. What steps would your organization take if your Supply Planning expert with years of experience in MRP, Red Pepper and Supply Planning gave two weeks’ notice and left the company? This session explains how we managed by applying some basic common sense and re-evaluating how we used Supply Planning.

PeopleSoft SCM Upgrade Panel Steve Canter, Berlin PackagingThis is a PeopleSoft SCM customer forum where attendees can discuss upgrade strategies and questions with Oracle and other attendees.

Streamlining the Item Loader Process for Purchasing Ken Stauffer, Spartan Stores, Inc. Outline the approach and review the steps involved.

Why bother linking PLM and ERP systems?Adrian Wright, Thales Communications Inc. How engineers, the shop floor and others can use a product Lifecycle Management (PLM) tool, such as PTC’s Windchill. Lessons learned when “partially” integrating the two systems.

Creating a Custom Pagelet Mark Kirkland, Boise Inc. Share the strategy and use of Pagelets at Boise Inc., including why we chose the metrics and functions that are being used. Features live demo of the creation, publication and use of a Pagelet. Learn how other companies may have deployed this functionality and how it might be have been extended in Version 9.1.

• HCM •

PeopleSoft RECONNECT will feature discussions with Oracle PeopleSoft HCM strategists and development team, roundtable sessions and upgrade information as it relates to PeopleSoft HCM Absence Management, Payroll, Benefits/Compensation, Talent Management, Time & Labor and more. Here is a sampling of some of the HCM sessions you’ll find at RECONNECT.

Annual Enrollment Tips and Tricks Josh Watczak, Carlson Companies, Inc. Learn from other companies and get ideas on how to have a smoother annual enrollment.

Benefits PUG meeting Josh Watczak, Carlson Companies, Inc. Face to face introductions of leadership and companies. Discuss the Benefits module.

Sessions

August 27-29, 2012


PeopleSoft HCM 9.1 Upgrade Planning and Tips with Feature Pack 2 Highlights: Customer Case Study Brian McIntyre, WorkStrategy, Inc. Share how to leverage new 9.1 Talent Management applications, review 9.1 upgrade planning and implementation guidelines and evaluate remote 9.1 HCM Upgrade Lab services.

PeopleSoft Human Capital Management (HCM) 9.2: Overview & Roadmap Nancy Estell Zoder, Oracle Corporation Oracle Corporation Provide an update on PeopleSoft HCM, share information on the capabilities planned for PeopleSoft HCM 9.2 and educate attendees about the roadmap for PeopleSoft HCM.

PeopleSoft Human Capital Management Deep Dive: Self Service Nancy Estell Zoder, Oracle Corporation Provide an overview of self service capabilities in PeopleSoft HCM, share the value self-service that PeopleSoft HCM solutions can provide and educate attendees on self-service best practices.

PeopleSoft Human Capital Management Deep Dive: Workforce Management Carolyn Cozart, Oracle Corporation Provide information on the capabilities and functionality in PeopleSoft Workforce Management solutions, share the value PeopleSoft Workforce Management solutions can deliver and educate attendees on best practices for using PeopleSoft Workforce Management solutions.

PeopleSoft Talent Management Enhancement Discussion Nancy Estell Zoder, Oracle Corporation Provide information on Oracle’s enhancement process for PeopleSoft, share planned enhancements beyond 9.2 and interactively discuss customer enhancement requests.

PeopleSoft Workforce Management Enhancement Discussion Carolyn Cozart, Oracle Corporation Provide information on Oracle’s enhancement process for PeopleSoft, share beyond 9.2 and interactively discuss customer enhancement requests.

Securian Financial Group’s Implementation of PeopleSoft Total Reward Statements Carmen Mazza, Securian Financial Group Provide an overview of Total Reward features, data source and template configuration. Plus, show the self-service statement available to the employee.

Using Certificates for Simple Plans that Provide “Credits” Terry Dickinson, Jack Henry & Associates, Inc. Show how Jack Henry & Assoc. have utilized the Certificate functionality in HCM 9.1 to provide credits to the employee using simple plans for wellness, smoking and non-working spouse certification. Show how the certificates/credits are managed differently between Annual Open Enrollment and Life/Job event processing. Have an open discussion with attendees on how they have used certificates other than dependent verification. Learn how certificates can help your company during Open Enrollment as well as Life/Job events.

Voluntary Benefits in PeopleSoft...Show Me! Tim Stofka, Willis Group Services, Ltd. Voluntary/Worksite Benefits within BenAdmin, PeopleTools Integration Broker utilizing WebServices and Real-time communication with Benefit Carriers

Sessions




• Financials •

PeopleSoft RECONNECT will feature discussions with Oracle PeopleSoft Financials strategists and development team, roundtable sessions and upgrades information as it relates to PeopleSoft Financials Accounts Payable, Project Costing, Asset Lifestyle Management, Receivables/Billing, General Ledger, Treasury Management and more. Here is a sampling of some of the FMS sessions you’ll find at RECONNECT.

BDO USA Gains Value from PeopleSoft Revenue Management Credit and Collections Release 9.1 Laurence Goldberg, BDO USA, LLP Discuss BDO’s upgrade and rollout experience and how BDO automated collections processes and reduced the number of days of sales outstanding.

Making Voucher Workflow Work for Complex Organizations Alicia Kinsey, Entap, Inc. Explain how Approval Framwork is set up. Show how to make modifications to meet your organizations’ needs and demonstrate the workflow process.

PeopleSoft Financial Control & Reporting Enhancement Discussion Amira Morcos, Oracle Corporation Provide information on Oracle’s enhancement process for PeopleSoft Share’s planned enhancements beyond release 9.2. Interactively discuss customer enhancement requests.

PeopleSoft Financials 9.2: Overview & Roadmap Amira Morcos, Oracle Corporation Provide an update on PeopleSoft Financials Share information on the capabilities planned for PeopleSoft Financials 9.2. Educate attendees about the roadmap for PeopleSoft Finanacials.

PeopleSoft Financials Deep Dive: 5 Hidden Treasures in PeopleSoft Financials 9.1 Amira Morcos, Oracle Corporation Provide insight on the 5 lesser-known capabilities in PeopleSoft Financials. Share how these lesser-known capabilities can impact your organization through improved financial visibility and educate attendees on the value and benefits of these lesser-known capabilities, including improved financial controls.

PeopleSoft Financials Deep Dive: Streamline Operations with PeopleSoft Billing and eBill Payment Richa Dubey, Oracle Corporation Provide information on how to drive down the cost of credit-to-cash by utilizing delivered capabilities in PeopleSoft Billing and eBill Payment Share the credit-to-cash features in PeopleSoft Billing and eBill Payment. Educate attendees on the capabilities they already have in PeopleSoft Billing, eBill Payment and Accounts Receivable.

PeopleSoft Financials Upgrade Panel Rich Harvey, Boise Inc.PeopleSoft Financials customer forum to discuss upgrade strategies and questions. PeopleSoft attendee opportunity to hear from other customers and partners who have completed an upgrade.

PS Treasury Module User Case Study – AEPRick Gray, AEP Introduction to Treasury Module AEP’s business utilization of the module plus an assessment of the module’s ability to meet business needs.

Taking the “work” out of Workflow with PeopleSoft Approval Framework Brett Kearney, Cardinal Point Solutions Learn about delivered functionality that streamlines the process of reconciliation between Project Costing and key subsytems that integrate into Project Costing. Learn about the Contracts Revenue Reconciliation Workbench and how that tool can be used to aid in the management of unbilled receivables.

Sessions


• Tools & Technology •

PeopleSoft RECONNECT will feature discussions with Oracle PeopleSoft PeopleTools strategists and development team, roundtable sessions and upgrades information as it relates to PeopleSoft PeopleTools Release 8.52 features, functionality, the hurdles of implementation and work-arounds. Here is a sampling of some of the Application Technology sessions you’ll find at RECONNECT.

Boise Inc. Uses Component Interfaces to Speed Asset Management Transaction Loading Rick Tracy, Boise Inc. Reduce the time spent loading bulk asset management transactions, the dependence upon an external applications and the cost of loading bulk asset management transactions. Exposing Peoplesoft to the Internet at TravelCenters of America Eamonn Cannon, Travel Centers of America Technically explain how tasks were completed (LDAP, custom coding, etc), show how our internet site was branded to enhance the employee experience and how our OpenLDAP architecture handles the scalability of the internet.

PeopleSoft Application and System Monitoring Basics Raj Garrepally, Georgia Health Sciences University Discuss various monitoring techniques used at Georgia Health Sciences to keep PeopleSoft Enterprise systems up and running as efficiently as possible. Plus, gain knowledge from the feedback received and listen to what other people are doing to keep the systems up and running.

PeopleSoft PeopleTools Upgrade Panel Ed Mateo, Hartford Steam Boiler Inspection and Insurance Company PeopleSoft PeopleTools customer forum to discuss upgrade strategies and questions. This is the opportunity to hear from other customers and partners who have completed an upgrade.

PeopleSoft Technology Roadmap Jeff Robbins, Oracle Corporation Provide insight into PeopleSoft’s technology direction, share the value of Oracle’s investment in PeopleTools and understand how PeopleTools can benefit customers planning an application upgrade

PeopleTools Deep Dive: Mastering the PeopleSoft Reporting Suite Jeff Robbins, Oracle Corporation Provide information on the reporting tools and capabilities within PeopleSoft, share options for improving user value through embedded analytics, dashboards and queries and discuss the value of online vs. printed reports for the PeopleSoft user.

PeopleTools Deep Dive: Understanding PeopleSoft Maintenance Tools & How They Fit Together Michael Krajicek, Oracle Corporation Provide examples of how PeopleSoft LCM tools can lower TCO, share the differences in PeopleSoft LCM tools between various PeopleTools releases and describe the entire PeopleSoft LCM tool stack including the purpose and benefit for each tool.

PeopleTools Roundtable Dennis Mesler, Boise Inc. Facilitate PeopleTools roundtable discussion. Discuss how to further the functionality of PeopleSoft.

Syndicated Feeds – Increase Productivity While Enriching your End Users Information Needs Cathy Boss-Fessel, Fujitsu America This session will enlighten developers to deliver real impact information at the right time, in the right

Sessions


format and to the right people. Show you how to get more out of your PeopleSoft investment through feeds via applicable information access at low total cost of ownership.

What’s new in PeopleTools 8.52 Hendrix Bodden, GreyHeller Solutions Review Pivot Grid, Pagelet enhancements, Related Content enhancements and Modal windows. Review new functionality in 8.52.

• SRM •

PeopleSoft RECONNECT will feature discussions with Oracle PeopleSoft SRM strategists and development team, roundtable sessions and upgrades information as it relates to PeopleSoft Supplier Relationship Management Procurement, eSupplier, Purchasing, Contract Management and more. Here is a sampling of some of the SRM sessions you’ll find at RECONNECT.

Improving your Procurement Process with PeopleSoft and OSN David Brunet, DLZP Group Educate the audience about the availability of the Oracle Supplier Network and how it is pre-configured to function with the PeopleSoft SRM Product suite. Provide some insight into the Key Decision Points required to make a sound decision about deploying this product.

Managing Old Receipts and Purchase Orders Mark Kirkland, Boise Inc. Share with Boise Inc.’s strategy on handling aging receipts and PO’s. Gain insight on how other companies handle these situations.

PeopleSoft DMUG Annual Meeting Steven Canter, Berlin Packaging Introduction to DMUG for new members. Review current status of the SIG. Network with other DMUG members.

PeopleSoft SRM Upgrade Panel Mark Kirkland, Boise Inc. PeopleSoft SRM customer forum to discuss upgrade strategies and questions. PeopleSoft attendee opportunity to hear from other customers and partners who have completed an upgrade.

PeopleSoft Supplier Relationship Management (SRM) 9.2: Overview & Roadmap Alexa Dhillon, Oracle CorporationProvide an update on PeopleSoft SRM, share information on the capabilities planned for PeopleSoft SRM 9.2 and educate attendees about the roadmap for PeopleSoft SRM.

PeopleSoft Supplier Relationship Management (SRM) Enhancement Discussion Alexa Dhillon, Oracle CorporationProvide information on Oracle’s enhancement process, share planned enhancements beyond release 9.2 and interactively discuss customer enhancement requests.

Sessions

August 27-29, 2012

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Reservations are available for the nights of the conference at a special Quest group discount of $159.00 plus tax for single/double occupancy. Use the link at QuestDirect.org/RECONNECT to book through the special conference block, please do not call hotel directly to make reservations.

HotelHartford Marriott Downtown200 Columbus BlvdHartford, CT 06103-2807

Why Hartford?One of Quest’s highest concentrations of PeopleSoft customers and some of the most active PeopleSoft users groups are located in the Northeast. Hartford is conveniently located in the crosshairs of many flights and affordable train routes with easy access to the hotel.

Quest Group Discount Rate $159.00 plus taxQuestDirect.org/RECONNECT




Not a paid Quest member? Become a member before registering to receive the member discount on this event. Pricing expires at midnight Eastern time on dates noted.

Customer Registrant Member | Non-Member Rates$495 | $570 Early Bird Rates – Prices expire August 6, 2012$545 | $620 Regular Rates – Prices expire August 23, 2012$595 | $670 Onsite Rates – Available During Onsite Registration Hours

Customer Government RatesMust submit valid government ID to qualify via [email protected].$395 | $470 Member/Non-member

Oracle EmployeesThis includes any staff outside of the booth allotment and speaker comps. To qualify for your discounted rate please email [email protected]. $450 Early Bird Rate – Available Through August 6, 2012$500 Regular Rate – Available Through August 23, 2012$550 Onsite Rate – Available During Onsite Registration Hours

Vendor companies not exhibiting or sponsoring are not able to register for this conference unless they are approved speakers. To inquire about exhibiting or sponsoring, please contact Kami Risk at [email protected].

COLLABORATE 12 attendees may qualify for a $100 discount off the customer rate (government rates do not qualify). Contact [email protected] before registering for your discount. To qualify, you must have registered and paid the full price for the entire conference through Quest International Users Group. Discount is non-transferable.

For questions regarding registration please contact the Quest Registration Team, Monday through Friday, 8:00 a.m.–5:00 p.m. ET or via [email protected].

Registration Become A Member & Save!QuestDirect.org/RECONNECT


“The RECONNECT conference is the only national event that is 100% dedicated to users of PeopleSoft applications. With over 120 deep-dive educational sessions, there is no better venue to learn more about how to get the most out of your PeopleSoft FSCM and HCM applications.” Steve Canter, Berlin Packaging, DMUG Past President, Former LINK Board Member

Register Today! QuestDirect.org/RECONNECT


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