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DTSTART;TZID=America/Los_Angeles:20260818T110000
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UID:248838-1787050800-1787054400@www.dsdinc.com
SUMMARY:Velixo Live Workshp: Boosting FP&A Productivity with Generative AI
DESCRIPTION:Boosting FP&A Productivity with Generative AI\nLive Webinar\n\n\nThis session introduces generative AI as a hands-on productivity tool for FP&A professionals. Explore how tools like Claude\, Microsoft Copilot and Velixo Intelligence in Excel can improve and accelerate routine tasks\, from building formulas and financial models to generating assumptions\, conducting analysis\, producing status updates and dashboards\, and preparing commentary. Hosted by Microsoft MVP\, Carl Seidman. \nCan’t make it live? Every registrant receives full access to session recordings and materials. \n\n\n\n\n\n\n\n\n\n\n\n\n\nMost FP&A teams don’t need more hours. They need fewer hours spent on work that was never worth their judgment.\nNobody got into FP&A to rebuild the same formula for the fifth time\, chase down another assumption\, or reformat a dashboard nobody reads twice. But that’s where the time goes\, work that isn’t hard\, just endless\, eating the hours that should go to the analysis only a person can do. \nGenerative AI won’t build your forecast or replace your judgment. But it can clear everything in front of it (the setup\, the formulas\, the first draft of the commentary) so your expertise shows up where it actually counts. \n\n\n\n\nWhat We’ll Cover in 60 Minutes:\n\nBuilding formulas and financial models faster withClaude\,Copilot\, andVelixo Intelligence in Excel\nGenerating assumptions and input drivers instead of building them line by line\nRunning analysis\, status updates\, and dashboards with AI support\nDrafting clearer commentary and narrative reporting\n\n\n\nWho Should Attend:\n\nFP&A analysts and managers who spend significant time in Excel\nFinance professionals building forecasts\, models\, or recurring reporting packages\nAnyone curious about using AI tools without handing over their judgment or expertise\nTeams evaluating whether tools like Claude or Velixo Intelligence belong in their workflow\n\n\n\n\n\nYour Host:\nCarl Seidman\, is a highly sought-after senior corporate finance leader and authority in financial planning & analysis (FP&A)\, turnaround/ restructuring\, and finance transformation.He advises Fortune 500 corporations and middle-market companies\, helping establish effective FP&A practices\, processes\, and teams. At the same time\, he supports financial professionals\, positioning them for greater control over their careers by helping build their competence and confidence while eliminating time-wasting activities and mistakes.Carl is 1 of only 35 US-based Microsoft MVPs in Excel. His FP&A development methodologies and curriculum have been implemented by professional services firms and leading organizations as part of their financial leadership development programs (FLDPs) for top talent and emerging leaders. More than 13\,000 corporate finance professionals globally have attended his training programs\, workshops\, and seminars. 250\,000+ professionals have taken part in his 6 LinkedIn Learning courses\, the only FP&A-centric courses on the platform.Carl is a Certified Public Accountant (CPA) has earned other professional credentials\, including the CIRA\, CFF\, CFE\, CGMA\, AM\, CSP\, and Certified Anaplan Model Builder.He lives in Metro Chicago with his family. \nEvent Date & Time:\nAugust 18\, 2026|2:00PM – 3:00 PM (ET)\, Zoom\n\n  \nRegister Today!
URL:https://www.dsdinc.com/event/boosting-fpa-productivity-with-generative-ai/
CATEGORIES:Acumatica,Sage Intacct
ATTACH;FMTTYPE=image/png:https://www.dsdinc.com/wp-content/uploads/2026/08/Boosting-FPA-Productivity-with-Generative-AI.png
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DTSTART;TZID=America/Los_Angeles:20260910T120000
DTEND;TZID=America/Los_Angeles:20260910T123000
DTSTAMP:20260827T004822Z
CREATED:20260826T224126Z
LAST-MODIFIED:20260827T004822Z
UID:249053-1789041600-1789043400@www.dsdinc.com
SUMMARY:A Modern Cloud ERP for Inventory\, Sales & Supply Chain Agility
DESCRIPTION:Acumatica Cloud ERP Distribution Edition \nMost distribution operations aren’t losing ground because of what’s happening in the market. They’re losing it to inefficiencies hiding inside their own walls. Join us for a Lunch & Learn to find out how Acumatica Distribution Edition brings your inventory\, sales\, warehouse\, and financials together in a single cloud-based platform\, so your team can move faster\, make smarter decisions\, and scale without the chaos. \n📅 Thursday\, September 10th | 12:00 PM PT | 3:00 PM ET \n➡️ Register TODAY!
URL:https://www.dsdinc.com/event/acumatica-distribution-edition/
CATEGORIES:Acumatica
ATTACH;FMTTYPE=image/png:https://www.dsdinc.com/wp-content/uploads/2026/08/ACU-26Q3-Disti-Webinar-9-10-26-updated.png
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DTSTART;TZID=America/Los_Angeles:20260915T110000
DTEND;TZID=America/Los_Angeles:20260915T113000
DTSTAMP:20260827T004856Z
CREATED:20260827T004319Z
LAST-MODIFIED:20260827T004856Z
UID:249056-1789470000-1789471800@www.dsdinc.com
SUMMARY:Acumatica AP Automation with TRAILD 
DESCRIPTION:Acumatica Cloud ERP AP Automation with TRAILD\nWe are excited to partner with TRAILD\, an Acumatica integrated AP solution for Accounts Payable Automation\, focusing on two key issues: AP efficiency and financial control. Join us for an educational Lunch & Learn to find out how we can work together and help your business Streamline\, Automate\, and Protect your AP. \nExclusive webinar offer: Register and attend to receive a $30 Uber Eats gift card and schedule a personalized demo after the webinar to be entered to win to pair of Apple Airpods. \n📅 Tuesday\, September 10th | 11:00 AM PT | 2:00 PM ET \n➡️  Register TODAY!  
URL:https://www.dsdinc.com/event/acumatica-ap-automation-traild/
CATEGORIES:Acumatica,Add On Solutions
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DTSTART;TZID=America/Los_Angeles:20260916T100000
DTEND;TZID=America/Los_Angeles:20260916T120000
DTSTAMP:20260903T201140Z
CREATED:20260903T200244Z
LAST-MODIFIED:20260903T201140Z
UID:249120-1789552800-1789560000@www.dsdinc.com
SUMMARY:Budgeting in the Era of AI
DESCRIPTION:Live Finance Workshop\n  \nThe 2027 budget calendar is already moving. The assumptions that shape next year get set before the first template goes out. Join us for a free two-part workshop on making sure yours are the assumptions that hold up. \nWhat you’ll learn:\n• How to set up your 2027 budget process from kickoff\, with clear guardrails and ownership before templates go out\n• How to build a first-pass budget as a driver-based forecasting bridge\, from actuals to target\nAI can generate a budget in seconds now. It can’t tell you if the drivers behind it are the right ones\, and it definitely can’t stand in a leadership meeting and explain them. \nJoin us September 16 for two free sessions: Natasha Sabelli\, CPA on setting up a 2027 budget process that holds together from kickoff to approval\, and Carl Seidman\, CPA on building a first-pass budget that stands up to scrutiny\, using a forecasting bridge.
URL:https://www.dsdinc.com/event/live-finance-workshop-budgeting-in-the-era-of-ai/
CATEGORIES:Acumatica,Sage Intacct
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