REGISTRATION ENDS OCTOBER 9, 2015

Retreat Overview

Method Partners Retreat

 

This year’s Method Partner Retreat is taking place in San Jose, right before QuickBooks Connect. We’ll spend two full days with a variety of highlights:

  • Product training from new to advanced personalization sessions, including some with pre-requisites;
  • How to market and sell Method as part of your business strategy;
  • How to win the QuickBooks Connect Hackathon - this year we want it to be you!
  • An opportunity to probe Method execs with your burning questions;
  • Networking with your fellow Method Partners;
  • Dinner/Social events.

We look forward to you joining us in San Jose for an engaging experience with the Method team and the entire Partner community.

Program Agenda

Friday, October 30th – Day 1

Time
Method 101
Your Method, Your Way
7:00 am
Breakfast – Welcome & 2014 Retreat Recap | Vision & Roadmap
8:00 am
Product Design
8:40 am
Keynote
9:40 am
Break
10:00 am
CRM Deep Dive (part 1)
Instructor: Aner
App Fundamentals
Instructor: Valbon (with Errol / Jon or Michael)
11:40 am
Lunch
1:00 pm
CRM Deep Dive (part 2)
Instructor: Aner
Sneak Peak Method's Newest Apps
Instructor: Valbon (with Jon)
Intro to Report Designer
Instructor: Errol (with Michael)
2:40 pm
Break
3:00 pm
Intro to Guest / Public Pages
Instructor: Valbon & Jim (with Errol & Michael)
4:00 pm
Exec Roundtable
4:40 pm
Wrap Up
5:00 pm
Break
6:00 pm
Dinner/Social Event - Savory Kitchen

*Please note that program and timing are subject to change without notice.

Saturday, October 31st – Day 2

Time
Method 101
Your Method, Your Way
7:00 am
Breakfast & Recognition/Awards
8:40 am
Nonprofit & Web-To-Lead Deep Dive
Instructor: Aner
Customizing Apps: Price Levels
Instructor: Errol (with Jon)
Customizing Apps: Guest Page Sales Orders
Instructor: Valbon (with Michael)
9:40 am
Break
10:00 am
Intro to Creating Apps (part 1)
Instructor: Aner
Import & Export
Instructor: Valbon (with Jon)
Charts, Graphs & Calendars
Instructor: Errol (with Michael)
11:40 am
Lunch
1:00 pm
Intro to Creating Apps (part 2)
Instructor: Aner
Creating Apps: Sales Rep Assignment
Instructor: Errol (with Michael)
Creating Apps: Commissions
Instructor: Valbon (with Jon)
2:40 pm
Break
3:00 pm
Partner Showcase
Hackathon Prep
4:40 pm
Wrap Up
5:00 pm
Break
6:00 pm
Dinner/Social Event - TBC

*Please note that program and timing are subject to change without notice.

You can find all the details on the sessions in our blog post here.
 

QB Connect Hackathon - Sunday, November 1st – Monday, November 2nd

Method won the 2014 QuickBooks Connect Hackathon with our recently launched Method:Donor app and we want a Partner to win this year’s! Therefore, we are not intending to enter in the hackathon ourselves, but rather we are sharing the knowledge we gained from last year’s hackathon. From the makeup of the team to scoping the idea to the final pitch, we will help give you the tools you need both before the Retreat and during it so that you can take home that check!

Program Tracks

Method 101

Method 101

At the end of these sessions, you will be comfortable configuring options/preferences for existing apps and be familiar with the fundamentals of creating apps (light version). You will be confident to get a new Method customer up and running, and maybe even build very simple Apps!

Prerequisite for attendance: This track is open to all attendees. However, it is strongly recommended to complete the Pre-Retreat track prior to the Retreat.

Your method, Your way

Your Method, Your Way

From customizing Method's stock Apps to creating your very own, this intermediate-to-advanced stream will dive more deeply into the inner workings of designing Apps in Method using the drag-and-drop platform.

In these modular “choose-your-own-adventure” sessions, you will learn how core tables interrelate, and how to scope customization requests to fit Method's best practices for usability, as well as standard design styles. You will leave with hands-on experience through advanced scenarios covering personalizing stock Apps, and even creating your own custom Apps! Your choice!

Prerequisite for attendance: All track participants must be a Method Certified Consultant for the new version and we recommend everyone complete the Pre-Retreat track prior to the Retreat. Additionally, there will be some sessions which may require the soon-to-be-released Method Certified Customizer certification. If you are not a certified Customizer at the time of the event, we will still have a Your Method, Your Way session available for you at all times.

Pre-Retreat

Pre-Retreat

Why limit ourselves to only 2-day of in-person training when we can have virtual sessions leading up to the event. The product-specific sessions include mostly intro-level content to get you ready for the retreat (and the first certification!). While these sessions are not required, it is strongly recommended you understand the concepts presented prior to attending the 2-day event.

Date Content Time (all in ET)
Wed, Sept 9 How to Better Manage Your Customer Relationships
12:30 pm - 1:30 pm
Tues, Sept 22 Partner Retreat Overview & Certifications Info 12:30 pm - 1:30 pm
Wed, Sept 30 Preparing For The QuickBooks Connect Hackathon 12:30 pm - 1:30 pm
Wed, Oct 7 How To Create A Personalized Solution For Your Clients 12:30 pm - 1:30 pm
Tues, Oct 20 Selling Method as Part of Your Solution 12:30 pm - 1:30 pm
Thurs, Oct 22 Final Details Before the Retreat 12:30 pm - 1:30 pm

Webinar Registration

Location

Westin San Jose

The Westin San Jose (formerly the Sainte Claire) is located in the heart of downtown San Jose just steps away from countless things to do in San Jose including museums, restaurants and trendy shopping and nightlife on Santana Row. This downtown San Jose hotel is a historic landmark with a modern and elegant design. Enjoy stunning architecture and charming furnishings from the moment you step inside the legendary hotel.

If you would like to stay at the hotel, we have secured the same rate as Intuit - $289/night. However, we strongly suggest checking out the prices directly from the hotel and other sites.

 
Hotel Reservations

Westin San Jose (formerly the Sainte Claire)
302 South Market Street
San Jose, California, 95113
www.westinsanjose.com

Register NOW to Guarantee your spot!

Register NOW!

The Retreat is open to registered Partner Program members only.

The cost for attendance is $450 (+ applicable taxes) per attendee.

REGISTRATION ENDS OCTOBER 9TH, 2015.

 
Register Now

Have Questions? Get In Touch!

If you have any questions regarding this event, feel free to reach out to us!

Method Integration
57 Spadina Ave. Suite 210
Toronto, ON
M5V 2J2, Canada

Office Hours

Monday through Friday,
9:00 AM to 6:00 PM Eastern Time.

Twitter

@MethodCRM