Five steps to managing sales tax compliance
2025-01-28 09:00 - 10:00 (America/Los_Angeles)
Five key steps for complying with sales and use tax regulations
We’ve identified five key steps for complying with sales and use tax regulations — why they’re important, what problems can occur, and what solutions to use. Join us to explore how Avalara can help users navigate compliance with confidence.
In this webinar, we’ll cover:

The five essential steps for sales and use tax compliance
Insights on automated solutions that can help streamline compliance
Resources that will help you learn more about issues such as nexus and exemptions

Unable to attend live? Register now and we’ll send you a link to view the webinar recording on demand. Attendees of this webinar are eligible to earn 1 hour of CPE credit.

Managing tax compliance risks: Preparing for growth and audit readiness
2025-01-30 09:00 - 10:00 (America/Los_Angeles)
Confidently prepare for business growth while staying audit-ready

Whether you’re pursuing a merger or acquisition, seeking private equity, expanding into new states or countries, or looking to strengthen your general compliance strategy — this webinar will explore ways to stay audit-ready as your business evolves.

Join Avalara experts, including a former state auditor, as they explain:

Complexities of sales tax nexus including types of nexus and common triggers
Best practices to prepare for an audit
Growth activities that can impact your audit readiness
How Avalara can help you evolve your risk management strategy

Rely on Avalara’s 20+ years of expertise for your growth and compliance needs. Can’t attend live? Register to get the on-demand recording. Live attendees are eligible for 1 hour of CPE credit.

Master cash flow and inventory management
2025-02-20 10:00 - 11:00 (America/Los_Angeles)
Products: Sage 100, 300, and X3
Solution: Datalinx, Scanco, and Sage Production Management
Listen in on this insightful webinar, where we will discuss how businesses can optimize their cash flow and how inventory directly impacts your bottom line. Uncover strategies on how to accurately scope out demand to minimize shortages and excess stock.
Key topics:

Monitor and control costs associated with production and operations.
Optimize inventory levels to minimize stockouts and carrying costs.
Unify and streamline business functions to enhance efficiency and coherence.

Don’t miss out on this opportunity to find out how our tools can help take your business to the next level.

Global mandatory e‑invoicing by country
2025-02-26 11:00 - 12:00 (America/New_York)
Learn about current and upcoming e-invoicing mandates and live reporting requirements by country. With new rules constantly evolving, e-invoicing is here to stay and will play a pivotal role in the future of compliance and global trade.

In this webinar, we’ll cover:

How e-invoicing is becoming a cornerstone of compliance and global trade
Country specific updates from France, Germany, Italy, and Spain
Trends and anticipated changes in the United States and United Kingdom
Practical tips to adapt to evolving mandates and manage global compliance

Unable to attend live? Register now and we’ll send you a link to view the webinar recording on demand.

Sales Tax Return 101
2025-03-20 08:00 - 09:00 (America/Los_Angeles)
Explore the challenges of return filing and the growing complexity of U.S. tax compliance. See Avalara Managed Returns in action with a live demo using practical examples. Get key takeaways on how to improve efficiency, reduce risk, and scale your business with greater ease.

We’ll cover how to:

Identify common compliance hurdles faced by businesses of all sizes
Evaluate the increasing complexity of return management and tax obligations in the U.S.
Translate use cases into practical benefits for your business
Simplify the returns process using Avalara Managed Returns

Unable to attend? Register now and we’ll send you a link to view the webinar recording on demand. Attendees of the webinar are eligible to earn 1 hour of CPE credit.

From frustrating to fabulous: Seven steps to creating a healthy AP workflow
2025-03-20 10:00 - 10:40 (America/Los_Angeles)
75% of CPAs reached retirement age in 2020. That was 4 years ago. Meanwhile, enrollment in accounting education has declined, with 33% fewer first-time candidates sitting for the CPA exam in 2021 than in 2016.

As teams become burned out and risks of errors and “brain drain” pile up, creating a healthy AP workflow is critical.

Your AP workflow starts with creating a PO, the formal request to a supplier for goods or services, then goes to delivery of goods and services, and culminates in transaction reviews and audit support. That’s certainly a lot on the face of it, and we didn’t even mention all the individual milestones. Each milestone within the end-to-end workflow represents its own set of challenges and risks or an opportunity for optimization and best practices.
But, you need to fully understand your way of working before you can improve, change—or automate—it. So, join our partner Quadient AP to deconstruct your processes and create a pathway to end-to-end automation that supports our ultimate goal of a healthy AP function.
Join us and our partner Quadient AP on 3/20 10 AM PST/1PM EST to learn how to take your AP workflow from frustrating to fabulous.
In this webinar, users will learn:

Why a healthy AP workflow process is more critical than ever
Non-negotiable and advanced ideas for your workflows
How AP automation can make advanced ideas a breeze

Fundamental Tools to Transform your Data
2025-03-20 10:00 - 11:00 (America/Los_Angeles)
Join us on this webinar on how to leverage your data analytics to propel your business forward within various business functions. Uncover trends and patterns to enhance your business performance and growth.

Leverage business intelligence tools to analyze data and drive strategic decisions.
Adapt to business growth and changing needs without disrupting operations.
Utilize comprehensive data analytics to make informed decisions and identify growth opportunities.

Find out how business intelligence tools can take your business to the next level.

2025 tax changes: Q2 outlook
2025-03-27 08:00 - 09:00 (America/Los_Angeles)
Crucial insights into tax updates for Q2 and beyond

Tax legislation is constantly evolving, and staying up to date is necessary for maintaining compliance. Join this webinar to explore the latest tax changes and their potential impact on your business operations.

Topics of discussion include, but are not limited to:

Updates on the Trump administration’s proposed tax and tariff policies
States considering retail delivery fees
The role of AI in state tax enforcement
Changes to economic nexus thresholds in various states

Can’t attend live? Register to get the on-demand recording. Live attendees are eligible to earn 1 hour of CPE credit.

Trade and Tariff Tuesdays - Virtual Event
2025-04-01 08:00 - 08:30 (America/Los_Angeles)
Join Avalara experts weekly for insights on trade tax and tariff compliance

Avalara experts will discuss new tariffs on Canada, Mexico, and China, the future of the de minimis exemption, and how these tariff changes could affect trade compliance and your business.

We’ll cover:

Recent tariff policy changes and their direct effects on import costs and pricing strategies
How increased import costs influence customs duties obligations and the potential for cascading effects on trade compliance
Best practices for businesses handling the dual challenges of heightened tariffs and global trade compliance, including potential adjustments to supply chain management and pricing
How Avalara can support your international compliance strategy during times of change

Unable to attend? Register now and we’ll send you a link to view the webinar recording on demand.

Optimizing Manufacturing Operations in 2025
2025-04-02 10:00 - 11:00 (America/Los_Angeles)
Products: Sage 100
Solution: Sage Operations Management
Join us for an insightful session on Optimizing Manufacturing Operations in 2025, where we explore how Sage 100 Operations Management helps manufacturers stay ahead of industry trends.
Learn how to streamline processes, improve efficiency, and navigate modern challenges with a user-centric approach.

Sales tax compliance 101: A beginner’s guide
2025-04-03 08:00 - 09:00 (America/Los_Angeles)
Establish a solid foundation to manage sales tax for your business

Economic nexus. Exemption certificates. Sourcing rules.
If these terms leave you feeling overwhelmed, you’re not alone. Sales tax compliance is required for most U.S. businesses, but understanding the rules can be challenging.

Find out what you must know about sales tax and compliance.
After this webinar, you’ll be able to:

Assess where and when you may have sales tax obligations
Calculate sales tax rates more accurately
Summarize recent legislative updates and rate or rule changes
Develop a scalable process for filing tax returns
Review rules surrounding exemption certificates to help ensure proper handling and compliance

Unable to attend? Register now and we’ll send you a link to view the webinar recording on demand. Attendees of the webinar are eligible to earn 1 hour of CPE credit.

Trade and Tariff Tuesdays
2025-04-08 08:00 - 08:30 (America/Los_Angeles)

Trade and Tariff Tuesdays
2025-04-15 08:00 - 08:30, 2025-04-22 08:00 - 08:30 (America/Los_Angeles)
Join Avalara experts weekly for insights on trade tax and tariff compliance

Avalara experts will discuss new tariffs on Canada, Mexico, and China, the future of the de minimis exemption, and how these tariff changes could affect trade compliance and your business.

We’ll cover:

Recent tariff policy changes and their direct effects on import costs and pricing strategies
How increased import costs influence customs duties obligations and the potential for cascading effects on trade compliance
Best practices for businesses handling the dual challenges of heightened tariffs and global trade compliance, including potential adjustments to supply chain management and pricing
How Avalara can support your international compliance strategy during times of change

Unable to attend? Register now and we’ll send you a link to view the webinar recording on demand. Or register for an upcoming webinar in the weekly series.

Distribution and Manufacturing 2025 Industry Outlook
2025-04-23 10:00 - 11:00 (America/Los_Angeles)
Products : Sage 100, Sage 300, Sage X3
Learn how to navigate the key trends shaping the future of the distribution and manufacturing industries in 2025. In this session, we’ll explore the latest advancements in technology, shifts in supply chain dynamics, and strategies for staying competitive in an ever-evolving market.
In this session, you’ll learn how to :

Understand innovative workforce strategies to overcome labor shortages and ensure business continuity
Embrace sustainable practices and automation that can improve efficiency, reduce costs, and minimize environmental impact
Leverage technology advancements to stay ahead in a fast-paced and competitive industry

Don’t miss the chance to equip yourself with the knowledge to tackle the challenges of 2025 and seize new opportunities. Save your spot today and see how Sage can help you stay ahead !

Consumer use tax explained: What it is and how to manage it
2025-04-24 09:00 - 10:00 (America/Los_Angeles)
Has your business made purchases without getting charged sales tax? It may not be tax free — you could owe consumer use tax. Many businesses mismanage this compliance area, leading to costly mistakes. Join our webinar to learn when use tax applies and how to stay compliant.

When businesses are responsible for paying use tax

After this webinar, you’ll be able to:

Determine events that can trigger consumer use tax requirements
Identify common consumer use tax management challenges
Review the impact of economic nexus on consumer use tax
Implement strategies to enhance compliance and reduce audit risk

Unable to attend? Register now and we’ll send you a link to view the webinar recording on demand. Live attendees can earn 1 CPE credit and participate in a Q&A, so bring your questions.

5 Reasons SMBs Are Embracing Sage Partner Cloud
2025-04-29 11:00 - 11:30 (America/Los_Angeles)
Discover why small and mid-sized businesses are choosing Sage Partner Cloud as the smarter, simpler way to move to the cloud—without the headaches of traditional hosting. Learn from real-life customer stories of Sage 100 users who have successfully transitioned to the cloud and are reaping the benefits. This interactive session will provide insights into how Sage Partner Cloud can transform your business operations, improve efficiency, and simplify remote work.
What You’ll Learn:

-The 5 Reasons Businesses Are Migrating to the Cloud and How It Boosts Efficiency
How Hosting Resolves Frustrations with On-Premise Setups
How Cloud Hosting Simplifies Remote Work, Improves Security, and Streamlines Updates
A Live Demo of Sage 100 in a Hosted Environment
Get Your Questions Answered During Our Live Q&A

We’ll share real-life customer success stories from Sage 100 users who have successfully transitioned to Sage Partner Cloud, highlighting the benefits they’ve experienced.
Don’t miss this opportunity to see how Sage Partner Cloud can streamline your operations and position your business for the future!

User Expectations vs. Business Requirements: The Need for AP Simplicity, Flexibility, and Scalability
2025-04-30 10:00 - 11:00 (America/Los_Angeles)
The time has never been more right for finance automation. While there’s much standing in the way, you simply cannot wait any longer. If you don’t bring your A-game with tools that will hasten, streamline, and optimize the accounts payable workload, you’ll be left with unfilled positions and unpaid bills.

So, what if you could standardize on a single solution for the entire AP and expense lifecycle while also easily integrating with your system of record?

What if your accounts payable software could satisfy all your user and business needs without compromising UX for functionality or vice versa?

And, what if you could implement an AP solution now and avoid rip and replace later, as your business expands and evolves?

Attend our FREE webinar to learn more about how Quadient AP delivers the accounts payable simplicity, flexibility, and scalability that you and your team deserve.

Virtual Roundtable: Sage & AP Automation Success
2025-05-08 10:00 - 11:00 (America/Los_Angeles)
The best happy customer is the one who is willing to share.

…Their challenges.

…Their subsequent triumphs.

…And, their lessons learned.

Because their stories cut through the noise and cut to the chase.

And, they get you excited about your own possibilities and prospects.

Which is why we’re thrilled to offer you access to 2 enormously happy Sage/Sage AP Automation users:

Frost Group, providing capital construction projects out of Prince George, BC.
IKONIX, a manufacturer of industry-leading electrical safety compliance instruments and power sources in Lake Forest, IL

Join us on May 8th for this not-to-be-missed virtual roundtable event!

Live Webinar: Winning the Finance Talent War: How to Build a Future-Ready Team with Smarter Hiring, Retention—and AP Automation
2025-05-13 10:00 - 11:00 (America/Los_Angeles)
Attracting and retaining skilled finance professionals has never been more important—or more challenging.

Accounting talent shortages are a pressing issue for 83% of CFOs, according to insights from Consero Global. Yet many finance teams are stretched thin, bogged down by manual processes, and struggling to meet rising expectations from leadership and staff alike.

Explore how finance leaders can modernize hiring and retention strategies, while also leveraging AP Automation to boost performance, free up staff time, and make their teams more resilient. Learn how strategic investments in automation and culture can create a workplace where top talent wants to stay.

Learning Objectives:

Understand the current finance talent landscape and why competition is intensifying.
Identify what top performers expect—and how to stand out as an employer.
Leverage AP Automation to improve productivity, reduce burnout, and support employee retention.
Discover best practices to improve hiring outcomes and build a future-ready finance function.
Explore Quadient AP through a live demo.

Register today and learn how automation, culture, and strategy work together to build stronger finance teams!

Streamline Tax and Payroll Compliance with Automation for your ERP
2025-05-14 10:00 - 11:00 (America/Los_Angeles)
Staying compliant with tax and payroll regulations is no easy task — especially when you’re juggling multiple systems.
Join Avalara, ADP, and Sage to explore how automating tax and payroll functions within your ERP can reduce risk, save time, and help your teams stay focused on strategic growth.
Learn how integrated automation can reduce errors, streamline processes, and help you stay ahead of evolving regulations as your business scales.

Live Webinar: 7 Habits of Highly Effective AP Professionals
2025-05-14 11:00 - 12:00 (America/Los_Angeles)
Inspired by Stephen R. Covey’s groundbreaking framework, this session translates the “7 Habits” into actionable strategies for accounts payable teams. You’ll learn how to shift from reactive invoice processing to proactive partnership, set clear end‑to‑end goals for cash management, and build collaboration across procurement, finance, and operations. By aligning Covey’s principles with AP workflows, you’ll gain a roadmap to elevate your department from transactional to strategic.

NASBA Learning Objectives:

Identify three common AP bottlenecks and design at least one proactive workflow improvement to mitigate each.
Recognize how to design a goal statement for the AP function using the “Begin with the End in Mind” habit, linking it to one key organizational metric (e.g., Days Payable Outstanding)
Explore Strategic Activities for AP: Using the “Put First Things First” matrix, categorize AP tasks into urgent vs. important and develop an action plan to delegate or automate at least two non‑value‑add activities.

Field of Study: Business Management and Organization

Mastering the Supply Chain Maze – Strategies for 2025 and the Challenges Ahead
2025-05-15 10:00 - 11:00 (America/Los_Angeles)
From inflation to shifting consumer demands, supply chain disruption is no longer the exception — it’s the rule. As brands face mounting pressure to stay profitable and agile, 2025 is shaping up to be a critical year for operational strategy.
Join experts from Anvyl, Sage 100, and Inventory Planner for a fast-paced 45-minute webinar packed with insights from Anvyl’s latest State of Supply Chain report. We’ll break down the biggest challenges facing consumer brands today — and the smart moves that can help you stay ahead.
What you’ll learn:

Preparing for disruption before it hits
Boosting visibility and risk management with your ERP
Smarter inventory management and forecasting
Why supplier diversification is no longer optional
Building a resilient tech stack with Sage 100, Anvyl, and Inventory Planner

Don’t just survive the supply chain maze — master it.

Are you on the hook for communications taxes? Simplify compliance to scale your business
2025-05-29 09:00 - 10:00 (America/Los_Angeles)
Automate and manage communications taxes

Many businesses overlook communications taxes. Could blind spots impact your growth? Join our webinar to learn how to stay compliant and scale your business with confidence.

We’ll cover how to:

Identify hidden compliance risks by understanding how communications taxes may impact your business
Scale with confidence by learning strategies to manage tax complexities when expanding through mergers, new markets, or service bundling
Implement proactive compliance strategies to avoid costly mistakes with proper planning
Leverage automation to save time and resources, so you can focus on growing your business

Unable to attend? Register now and we’ll send you a link to view the webinar recording on demand. Attendees of the webinar are eligible to earn 1 hour of CPE credit.

Sage FUTURE
2025-06-03 08:00 - 2025-06-05 17:00 (America/Los_Angeles) | Atlanta, Georgia
Introducing Sage Future
Save the date for an exciting new event experience this June!

Coming to the vibrant city of Atlanta, Georgia, in June 2025, this brand-new event is designed to help you uncover new and exciting possibilities for your business. Join us to hear from inspirational speakers, learn new industry insights, and discover the very latest technology and AI trends.
Connect with a community of forward-thinking finance professionals and discover how Sage’s expertise, insight and AI-powered solutions can help you work smarter, save time and drive business growth.
Clear your calendar.
Sage Future awaits!

Save the date and stay tuned for more details. You won’t want to miss this! Registration opens in February.

Live Webinar: Accelerating Cash Flow: Navigating payment challenges amidst economic uncertainty
2025-06-05 10:00 - 11:00 (America/Los_Angeles)
Join Our 30-Minute Webinar: How to Tackle Payment Delays and Boost Cash Flow in Today’s Uncertain Economy
Cash flow is king – and if you agree, this webinar is for you!
In this session, our CFO, Nicolas Corcia, will share valuable insights on how to manage payment delays, improve cash flow, and navigate the challenges businesses face today, from inflation to geopolitical tensions.
What if you could send invoices 1–3 days faster? How would that impact your cash flow? Or reduce delays from undeliverable mail? Or cut down on disputes from invoice errors?
What we’ll cover:

How economic uncertainties are affecting payment processes
Accelerating Order-to-Cash
Reducing AR Aging
Minimizing the impact of undeliverable mail on cash flow
Speeding up payments with smarter, interactive documents
Ensuring compliance in regulated industries

Meet Our Presenters:

Nicolas Corcia, CFO
Bill Bonato, Demand Gen Director

What's New in Sage 100 2025
2025-06-17 11:00 - 17:00 (America/Los_Angeles)
📢 Curious about what’s new in Sage 100 2025?
This release is packed with productivity-boosting features and time-saving upgrades that make an impact across the board. Whether you’re in manufacturing, distribution, or just looking to get more from your core modules, this session will walk you through the key highlights of the 2025 release—straight from our Sage 100 consulting experts.
We’ll break down the update into three main focus areas so you can see exactly what’s changing and how it can benefit your business:
What You’ll Learn About:
✅ Core Enhancements – Explore new reporting options, automation tools, and usability upgrades.
✅ Distribution Updates – See what’s new for inventory management, purchasing, and order processing.
✅ Manufacturing Improvements – Get the latest on production workflows, scheduling tools, and more.
✅ DSD Enhancements Demo – Special segment from Jon Reiter, General Manager of DSD Enhancements, showcasing compatibility updates and a live demo of something exciting coming soon.
✅ Pre-Submitted Q&A – Our consulting team will answer questions submitted in advance. Be sure to send yours in when you register!
📅 Tuesday, June 17, 2025
⏰ 11:00 AM PT | 2:00 PM ET
Stay ahead of the curve—join us to get everything you need to know about Sage 100 2025.

Live Webinar: Tariff-ied? Minimizing the Impact of Economic Policy on Financial Processes and Teams
2025-07-08 10:00 - 10:30 (America/Los_Angeles)
Before recent tariffs took effect, 81% of businesses reported an increase in delayed payments. Higher levies will only make that worse, and mean more time and effort for your accounts receivable team in chasing down the money that’s owed to you. Tariffs are also adding to your accounts payable efforts, with invoice generation becoming exponentially more complex.

Accounting is already a high stress job—with 99% of finance employees admitting to on-the-job burnout. What if you could mitigate the effects of tariffs on your AP and AR?

What if you could actually reduce your consistent level of bad debt even as economic uncertainty rises?

What if you could use AI to decrease your most time-consuming accounting tasks?

Join us for our FREE webinar to learn how to minimize tariff impacts on your financial processes and team!

Live Webinar: Take Your WISP From Paper to Practice
2025-07-15 10:00 - 10:30 (America/Los_Angeles)
Cybersecurity threats are evolving, and compliance alone isn’t enough—accounting firms must take their Written Information Security Program (WISP) beyond documentation and into real-world implementation.

Luke Kiely, cybersecurity expert and founder of iComply Online, and Gary Hibbert, founder of Consultants Like Us, an expert in cybersecurity planning and implementation for firms, will present a how-to workshop to help accounting professionals transform their WISP from a static document into a proactive security strategy.

This workshop will have a special focus on the requirements of assigning the mandatory Qualified Individual to oversee WISP implementation in your firm, including implementing baseline software security protocols for accounts payable and other high-risk areas in your practice.

Key topics include:
✅ The importance of appointing a trained Qualified Individual to oversee cybersecurity compliance and risk management.
✅ Practical steps to operationalize WISP policies, ensuring firms are prepared for audits, cyber threats, and regulatory scrutiny.
✅ Real-world examples of firms that have successfully strengthened their security posture through proactive measures starting with accounts payable processes.
✅ How to vet security solutions that align with industry best practices, including Accounts Payable for secure financial workflows.

Be proactive and get ahead of your firm’s cybersecurity requirements with this expert-led free training. Join us for actionable insights and step-by-step guidance to future-proof your firm.

Live Webinar: Change Management for AP Success
2025-07-22 11:00 - 11:30 (America/Los_Angeles)
In this session, AP professionals will learn the core concepts of change management and how to apply them to evolving finance and accounting initiatives—including AP automation software rollouts. You’ll discover how to bring your team along to embrace and accept change by using clear roles, transparent communication, and engagement strategies. By the end of the webinar, you’ll be equipped with frameworks to lead change in your AP function, driving smoother transitions, higher user buy-in, and measurable business impact.
Learning Objectives

Identify the core concepts of change management.
Identify the areas where the accounting field is experiencing change and recognize best practices for responding to this change.
Discover how to bring your team along to embrace and accept change.
Explore 7 change management frameworks and consider their application to AP automation projects.
Explore Quadient AP as an AP automation solution and learn what makes for successful adoption.
