2014 Annual Users Conference

Sunday – Wednesday

November 9 – 12, 2014

Silverado Resort & Spa, Napa Valley, California

Personal Invitation

Dear Visual EstiTrack™ and Visual Books™ Users:

This year marks our 18th Annual Visual EstiTrack™ and Visual Books™ Users Conference. We welcome you to join us in Napa Valley, CA at the beautiful Silverado Resort and Spa. For everyone at Henning Software and many users throughout the country, the annual Visual EstiTrack™ and Visual Books™ Users Conference is a highlight annual event. Locations and accommodations are carefully selected with the intent to make sure everyone has a great time and enjoys the surroundings amidst several days of serious work.

Certainly, there are plenty of opportunities for golf, wine tasting, culinary excursions or other fun activities. And, if the opportunity presents itself, go ahead and take the opportunity to share another great idea about ERP software while taking a hike, playing tennis, or sinking that last putt.

However, we believe you will benefit most, as have many previous participants, from the numerous opportunities available to meet and speak with other owners and managers running companies similar to yours. You will learn firsthand how other companies are using Visual EstiTrack™ and Visual Books™ to improve their operations and competitiveness. In addition, you will be able to share directly with Henning Software management and programmers your ideas about how the software can be further improved and enhanced.

At this year’s conference, we will plan to focus more on training you on Visual EstiTrack’s more in-depth features after reviewing the enhancements we have made to our products over the last development year. And of course, you will have plenty of opportunity to provide us with your constructive ideas to help us improve all our products as we move you into the future. In addition, we will be providing you a “first look” at our new upcoming SQL- server/.NET version of Visual EstiTrack™ targeted for a the last quarter of 2015 release date.

So please join us this November in beautiful Napa Valley CA. With your help, we are sure to make this a memorable event.

Sincerely, Billie and Rich Henning

We have come a long way since our first conference in 1997. We started out in Livonia MI in 1997 with the help of Beth Rowell of Kalkaska Screw Products. We then moved on to Las Vegas NV in 1998, Cleveland OH in 1999, Atlanta GA in 2000, Las Vegas NV in 2001, New Orleans LA in 2002, Orlando FL in 2003, Napa Valley CA in 2004, Las Vegas NV in 2005, Napa Valley CA in 2006, Tucson AZ in 2007, Puerto Vallarta Mexico in 2008, St. Pete Beach FL in 2009, San Diego CA in 2010, Hilton Head Island SC in 2011, Santa Barbara CA in 2012 and finally Las Vegas NV in 2013.

Conference Agenda

Sunday, November 9th

12:00 p.m. - Version 2015 pre-release update help for your notebook 4:00 p.m. Note: Be sure to copy the entire VET folder to your notebook before the conference. If you need assistance, contact your IT person/department or the Henning Software help desk at 330.650.1713. Inglenook Room

5:00 p.m. - Welcome Reception Inside Terrace and Outside Patio

Monday, November 10th

7:30 a.m. Breakfast for attendees & paid guests – Inside Terrace and Outside Patio

8:30 a.m. Welcome – Introductions and Conference Overview – Vintner’s Court

8:45 a.m. Visual EstiTrack in Review The top ten items voted on at last year’s users’ conference will be discussed and presented. We will review all other significant changes made to the Visual EstiTrack system by subsystem during the 2014 development year. After each subsystem is discussed, participants will be asked to provide ideas and suggestions to improve the subsystem in a future release. The ideas captured during this session will be the candidate items to be voted on for the top ten enhancements for next year. Each participant will be given 10 voting stickers that they can use to pick what they feel are the most important enhancement ideas for the next major VET release. The top ten ideas will be tallied and will be developed for the next version of Visual EstiTrack.

TOP 10 VOTES FROM 2013 FOR Visual EstiTrack

1st Action request, auto populate all fields based on the sales order line item or shop order no., Lock down with admin rights for change 2nd Schedule workcenters display other operations. 3rd Emails - different types of customer/vendor contacts. Example: Shipping. 4th Make Customer editable in Shipment & Invoices. 5th Expand Inspection reports for AS9102. 6th Archive 7th Mass Change Sales Person. 8th Force Sales Order Due Date. 9th Task Manager-When all team members have completed. Notify the person who started it. 10th Print with P.O. based on part number.

10:15 a.m. Break

Conference Agenda

10:30 a.m. Round Table Discussions In this session, participants will be provided an opportunity to share ideas and experiences in an intimate one-on-one group setting. In this setting your voice, opinions and ideas will be heard and documented. Conference attendees will break-up into small discussion groups/roundtables that will be organized by three subject areas: Just for Beginners, Formal BOMs, and Job Estimating. Participants can also freely move from one round table discussion to another as desired.

Each group will be asked to share experiences, discuss issues, share opinions, strategies, tactics, or just to brainstorm (throwing forth any ideas, no matter what they may be). In these discussions, individuals should be open, honest, and direct with others around the table; always showing mutual respect for the opinions of others. Each table will have a customer chair-person who will be responsible for recording any ideas and or suggestions generated during discussions. At the end of the table discussions, each chairperson will share their table findings with the other attendees so that all participants can benefit from each of the table discussions.

Just for Beginners – Tricks and tips. Ask those questions you would not ask during a whole group session. – Inside Terrace

Formal BOMs, Product Structures and Configurator – In this round table session we will review the fundamental design and concepts behind defining formal Bill of Material product structures. We will review cost roll-up logic and options, how to link routings and cost estimates to MAKE items and how to update BUY item costs in mass. Finally, we will review when and how to use the Product Configurator to manage product structure options configurable on Sales Order line items and material worksheets. – Vintners’ Court

Job Estimating – In this round table session we will do a deep dive into Visual EstiTrack’s Job Estimating system and features. We will review all fundamental estimating features and dive into some of VET’s less known, yet powerful options including calculators for defining anticipated run quantities based on quote quantities and work center specific setup/scrap calculators. – Vintner’s Court

12:00 p.m. Boxed Lunch – Inside Terrace and Outside Patio

1:00 p.m. Gage Management In this session we will review Visual EstiTrack’s new Gage Management features. We will review VET’s new gage specific screens designed to capture gage type specific information and how to track calibrations and gage usage activity.

2:15 p.m. Break

Conference Agenda

2:30 p.m. Executive Dashboard From a Customer’s Perspective Presented by Kris & Keri Welhart of Stroco www.stroco.com In this session we will review our latest release of Visual EstiTrack’s Executive Dashboard. This presentation will be conducted by our customer, Stroco, who helped us enhance the Dashboard to enable tracking and updating shop order status information to keep all of Stroco’s staff coordinated with day to day shop order management requirements and work flow status.

3:00 p.m. Editing Reports In this session we will review Visual EstiTrack’s report editing feature. We will demonstrate how to enable report editing and how review how to create user specific report definitions that are customized to a customer’s specific needs.

3:30 p.m. VET Messaging In this session we will demonstrate how to use Visual EstiTrack’s little known messaging system. We will examine how to install and setup VET Messaging and how to use it to generate alert messages and emails to both internal staff and external entities for enhanced workflow management.

4:00 p.m. Back-up and Recovery In this session we will discuss the critical importance of having a solid, tested and validated backup and recovery system. We will review what files should be backed up, how often and the importance of performing FULL backups in order to prevent catastrophic data loss in case of physical equipment crashes or due to a malicious virus attacks.

4:30 p.m. Adjourn meeting

*6:00 p.m. Pine Ridge Vineyards www.pineridgevineyards.com Winery Tour, Appetizers, and Wine Dinner in the Wine Cave (Cost included with registration.)

*Motor Coach transportation departs Silverado Resort at 5:45 p.m.

Conference Agenda

Tuesday, November 11th

7:30 a.m. Breakfast for attendees & paid guests – Inside Terrace and Outside Patio

8:30 a.m. Visual EstiTrack iVET Version 2.0-Your mobile Access to your ERP data In this session we will review iVET and its mobile information access features and capabilities. We will also review in detail the new features that have been added to iVET including:  Employee Portal - The new iVET employee portal will optionally provide your shop floor staff mobile access to their own daily, weekly, monthly performance metrics including their operational efficiency performance and productivity thus providing them immediate feedback on how well they are performing their assigned work.  Clock In/Out Jobs - The new Mobile Clock-in/Out feature enables shop floor personnel to clock in/out of operations using a mobile device such as an iPhone, iPad or Android based Phone/Tablet device.  Employee Assignments – The new employee assignments screen will enable supervisors to assign shop floor employees to the shop order operations they wish for them to run including employee specific work instructions. It will also then provide a direct link to iVET’s new job card clock in/out screens.

9:15 a.m. New Visual EstiTrack Features and Conventions Over the past years Henning Software has been redesigning and building an entirely new version of Visual EstiTrack and Visual Books from the ground up using Microsoft’s leading edge software development and database technologies. In this session we will take to deep dive into the new upcoming features that will be available in this totally re-engineered version of VET and VB, demonstrating key usability features including new navigation and new input screen and reporting conventions.

Conference Agenda

10:15 a.m. Break

10:30 a.m. Sales Order Returns In this session we will review in detail how to use Visual EstiTrack’s Sales Order customer returns features. We will examine and demonstrate how to create and process RMA’s including how to define RMA numbers, pre-approved return quantities and automating creating return shippers using predefined RMA numbers.

11:00 a.m. Job Costing in Detail In this session we will take a deep dive into Visual EstiTrack’s job costing capabilities and features. We will review how actual costs are derived and calculated by examining the sources shop order costs including labor, burden, and material and outside service costs. We will walk through a shop order example by adding different transactions, recapping the shop order along the way to explicitly show how costs are defined and aggregated during the life cycle of a shop order. We will also review what costing reports are available for recapping shop order estimated versus actual costs and how actual costs are calculated on finished goods inventory.

11:45 a.m. Boxed Lunch – Inside Terrace and Outside Patio

12:30 p.m. VET Kiosk System In this session we will examine Visual EstiTrack’s Shop Kiosk system and how it can be used to deliver information to shop floor personnel via an intuitive easy to use touch screen tiled user interface. We will examine how to customize the VET Kiosk to configure to your specific information delivery needs.

1:15 p.m. Visual EstiTrack Open Discussion per Module Attendees suggestions and ideas for improvement

2:30 p.m. Visual EstiTrack™ Wrap-up and Voting Each person will be allowed 10 votes

3:00 p.m. Adjourn Meeting

Optional Event: $175 per person Maximum 50 people

*4:00 p.m. Chimney Rock Winery www.chimneyrock.com Winery Tour, Appetizers, and Wine Tasting

Brix Restaurant www.brix.com Three Course Dinner, Wine, Cocktails

*Motor Coach transportation departs Silverado Resort at 3:45 p.m.

Conference Agenda

Wednesday, November 12th

7:30 a.m. Breakfast for attendees & paid guests – Inside Terrace and Outside Patio

8:30 a.m. Setting Up and Processing Credit Cards in Accounts Payable In this session we will learn how to setup credit card vendors and process transactions including reconciling credit card statements.

9:00 a.m. Receive A/R Electronic Receipts in Transit In this session we will learn how to handle in transit receipts.

9:30 a.m. Accounts Receivable Reports In this session we will review A/R reports in detail.

10:00 a.m. Visual Books™ Subsystem in Review presented by Billie Henning The top ten items voted on at last year’s users conference will be discussed and presented. Billie Henning will review any other significant changes made to Visual Books system by subsystem during 2014 development year. After each subsystem is discussed, participants will be asked to provide ideas and suggestions to improve the subsystem in a future release. The ideas captured during this session will be the candidate items to be voted on for the top ten enhancements for next year. Each participant will be given 10 voting stickers that they can use to pick what they feel are the most important enhancement ideas for the next major Visual Books release. The top ten ideas will be tallied and will be developed for the next version of Visual Books.

TOP 10 VOTES IN 2013 FOR Visual Books 1st Add page 1 of 50 to A)Customer Invoice, B) Commercial Invoice, C) Vendor Invoice. 2nd Add vendor, multiple employees to general training. 3rd Add supervisor to human resources screen, remove SS# 4th Support multiple e-mails to Invoice / CM e-mail generator. 5th Option to print extended description on check stub. 6th Add next review date task generator. 7th Have a sum button that sums high-lighted transactions in bank rec. 8th Add ability to reprint checks from list of checks run by flag of checks to return. 9th Add disciplinary document to print and get employee signature. 10th All G/L reports need a date range.

11:30 a.m. Visual Books™ Voting and Break Each person will be allowed 10 votes

12:00 p.m. Adjourn conference

Agenda, meeting rooms and foods subject to change without notice.

Wineries & Restaurants

Henning Favorite Wineries and Restaurants

Famous and Historic Wineries of Napa Valley • Domaine Chandon – Excellent sparkling wine, beautiful gardens • Robert Mondavi Winery – The symbol of the Napa Valley • Niebaum Coppola Estate Winery – Magnificent & grand estate • Beaulieu Vineyards -– BV wines have been some of the best over the ages • Far Niente – Henning Club Member!

Small Wineries on Highway 29 • Turnbull Wine Cellars – Excellent reds coming from Oakville Vineyards • Nickel & Nickel – Henning Club Member! • Cakebread – Stroco Club Member! • Grgich Hills Winery – Fine wines made by the legendary Mike Grgich • Whitehall Lane Winery – Maker of great Cabernets • St. Clement Vineyards – Victorian hillside tasting room, great view of valley

Top Silverado Trail Wineries • Clos du Val – Makers of fine Cabs from the Stags Leap AVA • Chimney Rock Winery – Henning Club Member! • Stags Leap Wine Cellars – 1973 Cabernet put Napa Valley on the map • Frogs Leap – Henning Club Member! • Darioush – Henning Club Member! • Duckhorn Vineyards – Best tasting room and atmosphere

Top Wineries of the Carneros Wine Region • Gloria Ferrer – Great sparkling wines, terrace view • Domaine Carneros – Henning Club Member! • Bouchaine Vineyards – best picnic spot, relaxing atmosphere • Carneros Creek Winery – Pinot Noir specialist

Yountville Restaurants Other Area Restaurants  Bistro Jeanty  CULINARY INSTITUTE OF AMERICA (sometimes referred to as Wine Spectator Greystone CIA)  Brix 2555 Main St. -- St. Helena

 Bottega Ristorante  Bistro Don Giovanni 4110 St Helena Hwy (Hwy 29) --- Napa

 Redd  Cole’s Chop House 1122 Main St. -- Napa  Bouchon

General Activities

Napa Valley Wine Train www.winetrain.com

NAPA STATION LOCATION - - - downtown Napa just off Soscol and First Streets 1275 McKinstry Street, Napa, California 94559 Reservations: (707) 253-2111 or (800) 427-4124

WINE TRAIN ROUTE A 3-hour, 36 mile, excursion from the historic town of Napa through one of the world's most famous wine valleys to the quaint village of St. Helena and return. Government regulations do not permit the train to stop or disembark passengers enroute, except at designated stops or stations.

Balloons Above the Valley www.balloonrides.com

Hot air balloon rides are one of the most unique and exhilarating experiences you will ever have. The roar of the burners as you rise into the sky, then the silence of floating, drifting with the winds, looking down on trees, vineyards, farms and fields. Hot air balloons soar like a red-tailed hawk, floating almost silently above the trees and fields, vineyards and orchards — you'll see the Napa

3425 Solano Avenue Valley wine country in a way that ground-bound travelers Napa, Ca 94558 never do. 800-464-6824 or 707-253-2222 Fax: 707-258-8889 Email: [email protected]

www.sholiveoil.com The St. Helena Olive Oil Company sets the new standard for fresh-from-the-harvest great tastes and aromas in the home kitchen. Developed by Napa Valley, California gourmet food entrepreneur Peggy O'Kelly, and her brother, award-winning chef Jeffrey Jake, their olive oils, Cabernet wine vinegar and balsamic vinegars bring in the full, fruity flavors of heart-healthy regional Mediterranean cuisine to the American table.

St. Helena Olive Oil Company 1351 Main Street Phone: (800) 939-9880 St Helena CA 94574 [email protected]

Hotel Information

Silverado Resort and Spa 1600 Atlas Peak Road Napa Valley CA 94558 707.257.5450 www.silveradoresort.com

Silverado Resort is now accepting hotel reservations through October 8th, 2014. Simply log- on to the Passkey link https://aws.passkey.com/event/10908531/owner/3366002/home to make your reservation! A special nightly rate of $161 for a Resort Guestroom King is available for November 8 – 13, 2014. Please do not delay! We only have a designated quantity of rooms at this rate.

Please note that the room rate is subject to applicable tax rates that are currently 14% and California Tourism Assessment is $0.25 and are subject to change without notice. A resort fee of $20 (resort fee is taxable at 14%) per room, per night, will be charged in addition to the room rate, which includes: bell gratuities, on property transportation gratuities, self and valet parking, unlimited personal WIFI access, unlimited local calls, unlimited 800 calls, in- room coffee and tea, tennis on any of 13 courts, golf bag storage, access to the fitness and workout facility, and admittance to any of the more than 30 fitness classes offered weekly.

Getting There  Arrive either San Francisco, Oakland or Sacramento International airports.  Rental car is a must. All airports will take 1 hour to drive.  Private planes and helicopters are accommodated at the nearby Napa County Airport. 2014 Annual Users Conference Visual EstiTrack™ and Visual Books™ Silverado Resort & Spa, Napa Valley CA November 9 – 12, 2014

Register by October 8th

Sponsored by Henning Industrial Software Inc. www.henningsoftware.com

(330) 650.4212 or (330) 650.1713