September 23 – 25 | The Connor Palace Theater at Playhouse Square | Cleveland, Ohio

Registration for UGM 2018 is Open!

*UGM is a private conference for SAMPro Enterprise users.




Attending UGM is the best way to get the maximum value from your SAMPro system. This two-day conference includes a variety of breakout sessions led by experienced Data-Basics staff, along with one-on-one Guru sessions to discuss your firm’s specific system configurations. From beginner to advanced users, UGM is designed to equip your team with best practices and technical solutions for operating the different components of your SAMPro ERP system.


Our attendees include Owners, Financial Executives, Service & Project Managers, IT Administrators, Department Supervisors, Dispatchers and more. Our client base consists of companies from across the U.S. and Canada that manage a range of residential, commercial and national field service and construction industry contracts. This diversity creates a unique opportunity for users in various roles to meet with industry peers sharing insight, practical knowledge and new ideas in a private business setting.


UGM is also our opportunity to meet with you in person to discuss industry trends and facilitate the bilateral communication that supports our shared success. Our annual user group meeting is designed to keep you informed about updates, new software developments, and our vision for the future. As your software partners, you can expect:

  • A dedicated staff ready to help you fine-tune your system and get the answers you need about your SAMPro installation;

  • A wonderful group of experienced SAMPro users from across the U.S. and Canada;

  • LOTS of useful information, tips, tricks, and best practices for SAMPro;

  • Beautiful accommodations in Downtown Cleveland’s exciting East 4th Street arts and entertainment district;

  • ALL-INCLUSIVE entertainment and dining!

learn .   connect .   enjoy.

Conference Overview

Full Group Welcome Session

Cleveland Public Library Auditorium



Welcome to UGM 2018! Tim Carcione will be hosting the The Full Group Welcome Session for all attendees at the Cleveland Public Library in the Louis Stokes Wing Auditorium. Meet the Data-Basics staff and learn about the latest SAMPro features, the future direction of the software and our company.

Breakout Sessions

Tips, Tricks & Best Practices



See your Invitation Email and the attached Attendee Conference Guide PDF to view a complete list of Breakout Session topics and Registration Instructions. This year’s Breakout Session list includes NEW! Beginner and Advanced Level topicsthe SPECIAL SESSION: Executive Level Meet & Greet hosted by Tim Carcione, and more!

Guru Sessions

Personalized Consultation



Guru Sessions continue to be a favorite component of our annual user group meeting. These private, one-on-one sessions with our support staff allow us to focus attention on your individual needs and your unique SAMPro system. This year we have added even more “Guru” sessions to ensure that every company has sufficient opportunity to consult with a specialist about their departmental needs and company specific configurations.

Sunday Evening Welcome Reception

The Connor Palace Theater

Cocktail Reception & Dinner

Don’t miss Sunday evening for the unique experience of dining on the stage of Playhouse Square’s second largest theater, the Connor Palace.

The last of the four principal Playhouse Square theaters (and the most expensive to build at $3,500,000), the Palace Theatre, renamed Connor Palace in 2014, opened Nov. 6, 1922 as the flagship of B.F. Keith’s vaudeville chain. The sign atop its building was “the world’s largest electrical sign” circa 1921. The elegant lobby was highlighted by a million-dollar art collection and another “world’s largest”…the largest woven-in-one-piece carpet.

The Connor Palace has showcased the likes of Fanny Brice, Bing Crosby, Houdini, Bob Hope and Frank Sinatra…

Learn, connect and enjoy a new perspective as we,


“Take Center Stage!”

Cleveland Playhouse Square

Private Theater Tours

After dinner enjoy the rich history, renaissance architecture and artistic beauty of Playhouse Square’s historic theaters on one of four private, guided tours.

With 10 stages and almost 9,000 seats, including the Allen, Hanna, Ohio, State, Connor Palace, and Outcalt, Playhouse Square is the nation’s second largest performing arts complex after Lincoln Center in New York City. The original five majestic theaters (built within 19 months of each other in the early 1920s!) have been transformed into a modern entertainment and economic center, and are among the best performance spaces in the U.S.

The 25-year endeavor to restore the theaters raised $53 million, and is today still the largest theater restoration project in the world. The Playhouse Square Tour shares an inspirational story of decline and abandonment in the 1960s, rescue and rebirth in the 1970s & ‘80s, and the continued dedication of the Playhouse Square Foundation.

Monday Night at The Corner Alley

Our Monday night dinner entertainment, The Corner Alley “Kingpin Event,” is a UGM tradition for electric atmosphere, state-of-the-art bowling alleys and delicious culinary creations! Enjoy refreshing cocktails and an extensive buffet while competing with fellow peers to become the next “Data-Basics Kingpin!”

The Hyatt Regency Cleveland at the Arcade


Cleveland’s Euclid Avenue has the nation’s finest collection of arcades. The most notable of these is “The Arcade” (often called the “Old Arcade”), built in 1890 with financing from John D. Rockefeller and other industrial tycoons. The Old Arcade features a five-story glass atrium with ornate metal decorative work, including fearsome gargoyles with red light bulbs in their mouths. It was renovated by Walker & Weeks in 1939 to include Art Deco facades. In 1975, it became Cleveland’s first building listed on the National Register of Historic Places. Threatened with demolition, it underwent extensive renovation and redevelopment, becoming home to the Hyatt Regency hotel in 2001. Welcome to Cleveland, the Hyatt Regency and UGM 2018!

Our conference is held primarily in the Hyatt’s corporate business center (including catered breakfasts and lunches for all attendees). Convenient to our Welcome Meeting at the Cleveland Public Library and adjacent to additional UGM entertainment venues, we encourage you to book your rooms early to ensure you have the best experience at UGM.

Special Room Rates!

All of our guests have access to discounted room rates. See your Invitation Email for a link to our room block at the Hyatt or be sure to reference your attendance at UGM 2018 if contacting the Hyatt Regency Cleveland directly.

Don’t forget about…


Adjacent to the Hyatt Regency Arcade, Chocolate Bar has become a UGM favorite for relaxing with our guests (…and for their delicious hand-made desserts and martinis.)



For 32 years of exceptional service to greater Cleveland’s guests, we welcome back Lolly the Trolley this year for private corporate shuttle service to and from our Sunday Evening Welcome Reception at Playhouse Square.

       Conference Schedule





Sunday 9/23

5:30 PM  Trolley Shuttles Depart from the Hyatt Regency to Playhouse Square

6:00 PM – 10 PM  Welcome Reception & Dinner Event: Take Center Stage

6 PM  Cocktail Reception

7 PM  Dinner Service on the Palace Theater Stage

8 PM  Playhouse Square Theater Tours Begin

10:00 PM  Trolley Shuttles Depart from Playhouse Square to the Hyatt Regency Hotel







Monday 9/24


8:00 AM – 9:00 AM  Breakfast & Check In: The Hyatt Business Center

9:00 AM – 10:30 AM  Full Group Welcome Session with Tim Carcione: The Cleveland Public Library Auditorium

10:45 AM – 12:15 PM  Breakout Session #1

12:30 PM – 1:30 PM  Lunch: The Hyatt Arcade Atrium

1:30 PM – 3:00 PM  Breakout Session #2

3:00 PM – 3:30 PM  Afternoon Break

3:30 PM – 5:00 PM  Breakout Session #3

6:00 PM – TBD  Monday Night Kingpin Event at The Corner Alley





Tuesday 9/25


8:00 AM – 9:00 AM  Breakfast & Check In: The Hyatt Business Center

9:00 AM – 10:30 AM  Breakout Session #4

10:30 AM – 11:00 AM  Morning Break

11:00 AM – 12:30 PM  Breakout Session #5

12:30 PM – 1:30 PM  Lunch: The Hyatt Arcade Atrium

1:30 PM – 3:00 PM  Breakout Session #6

3:00 PM – 3:30 PM  Afternoon Break

3:30 PM – 4:30 PM  Breakout Session #7

Thank You to Our Sponsors