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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)
10:00 a.m.–10:15 a.m. BREAK WITH FOOD & BEVERAGES
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)
2:15 p.m.–2:30 p.m. BREAK WITH BEVERAGES
2:30 p.m.–4:15 a.m. Troubleshooting: Email Transfer Notifications
BIM Project Information Link Training: The Revit story
30SEPTEMBER OCTOBER OCTOBER
2 31OCTOBER
NEWFORMA WORLDNEWFORMA WORKSHOP
30SEPTEMBER OCTOBER OCTOBER
2 31OCTOBER
NEWFORMA WORLDNEWFORMA WORKSHOP
Schedule subject to change.
Connecting People, Places and Information
Newforma World 2019 Workshops
NEWFORMA WORLD 2019 PAGE 3
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
Marge Hart, Newforma
Camil Lafreniere, Newforma
Hidden Gems
Alison Whitney, Newforma
ERP Systems: Part 2 - Planning
Integration (IT Admin, Project Manager)
Kelly Uehling, Newforma
Create a Newforma Revit Content Project
Conan Jurgens, Newforma
Need an Upgrade? Helpful Tips
Lorenzo Gigliotti, Newforma
2:45 p.m.–3:00 p.m. BREAK WITH BEVERAGES
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
Nathan Sellers, Newforma
4:00 p.m.–5:00 p.m.
Project Workflows
Tara Anderson, Newforma
Email Management: New Ways of Filing
Emails
Marge Hart, Newforma
Camil Camil Lafreniere, Newforma
NBIM Module (Project Managers)
Conan Jurgens, Newforma
Integration: Newforma to Deltek
Chris Warden, TreanorHL
Kelly Uehling, Newforma
APIs: Part 2 - Behind The Scenes Tour
Nathan Sellers, Newforma
ROYAL PALM COURTYARD
6:00 p.m.–10:00 p.m. RECEPTION, NETWORKING & DINNER, WITH ENTERTAINMENT
30SEPTEMBER OCTOBER OCTOBER
2 31OCTOBER
NEWFORMA WORLDNEWFORMA WORKSHOP
Connecting People, Places and Information
Newforma World 2019 Sessions
NEWFORMA WORLD 2019 PAGE 4
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
Kelly Uehling, Newforma
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
Marge Hart, Newforma
10:15 a.m.–10:45 a.m. BREAK WITH FOOD & BEVERAGES
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
Marge Hart, Newforma
12:45 p.m.–1:45 p.m. LUNCH
1:45 p.m.–2:45 p.m.
2:30 p.m.–3:00 p.m. BREAK WITH BEVERAGES
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
30SEPTEMBER OCTOBER OCTOBER
2 31OCTOBER
NEWFORMA WORLDNEWFORMA WORKSHOP
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.
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Connecting People, Places and Information
Newforma World 2019 Sessions