DSD Business Systems

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
📢 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
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
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
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.

Live Webinar: Conquering H2: Finishing the AP Year Strong
2025-07-29 10:00 - 10:30
Congratulations!

You survived an unprecedented first half in 2025. Just in time for the latest economic news to signal a mixed bag:

The consumer confidence index fell in June.
Inflation expectations eased.
The Fed said no interest rate cut in July. (And, then the Chairman indicated that it might still be on the table.)

It’s been a wild ride so far! And, the second half is shaping up to be more of the same. So, what are your plans to manage and mitigate outside events and influences? And, how are you going to make sure you weather whatever comes your way?

Join Quadient AP on July 29th at 10AM PT / 1PM ET for our FREE webinar to help you own your results for the rest of this year:

Achieve cash consistency. This is about Accounting delivering for the business.
Realize AI equilibrium in AP. This is about your sanity.
Maintain your 2025 growth mindset. This is all about you.

Live Webinar: AP Fraud Files: Famous Frauds
2025-08-05 11:00 - 12:00
weren’t just accounting failures; they were ethical implosions that rocked global finance.

Think of it like true crime meets financial reporting: red flags, drama, and critical lessons for today’s accounting pros.

💥 What You’ll Experience:

Behind-the-Ledger Breakdown of three iconic frauds
Fraud Red Flags every accounting professional should know
Tactical Insights to strengthen internal controls & prevent deception
Best Practices in AP through the lens of hard-earned corporate lessons
Automation That Guards Against Fraud with Quadient AP

📺 Docu-Series Format:

This isn’t just a webinar—it’s the kickoff of a binge-worthy investigation through the darkest corners of accounts payable.

🌟 Coming Soon in the Series:

Episode 2: AP Fraud Files: Vendor Fraud: Explore how fake vendors, misclassified payments, and collusion quietly drain the bottom line—and how to stop it before it starts.
Episode 3: AP Fraud Files: Payment Fraud: From phishing to approvals gone wrong, dive into the tactics fraudsters use to exploit the payment cycle—and how automation and oversight can fight back.

Each episode builds your toolkit for stronger accountability, ethical vigilance, and smarter AP operations.

🎯 Who Should Tune In:

Accounting & AP professionals
Finance team leads
Risk & compliance officers
Anyone who’s ever thought “It couldn’t happen here…”

Live Workshop: From Novice to Guru: Mastering AI in Finance
2025-08-13 10:00 - 11:00
In 2022, an estimated 45% of companies adopted AI into their financial processes. Three years later, that number is expected to leap to 85%.

AI has arrived in finance, and if you aren’t on board, you’re getting left behind.

Making such a significant change can seem intimidating, but it doesn’t have to be. In our upcoming webinar — From Novice to Guru: Mastering AI in Finance — we’ll walk you through everything you need to know to stay ahead of the curve.

Join the session to discover:

Ways that AI is being used to transform finance
How to address your team’s concerns about AI adoption
Practical steps to onboard
How AI transformed finances for one of Europe’s largest staffing companies

How to win the finance talent war
2025-08-19 10:00 - 11:00
83% of CFOs say accounting talent shortages are a top concern. As expectations rise and finance teams are stretched thin, leaders are searching for smarter ways to attract, engage, and retain top professionals. Join us for this Sage-hosted webinar designed specifically for Sage 100 and Sage 300 customers to explore how to combine proven hiring strategies with AP Automation to build a future-ready finance team.
Discover how automation reduces burnout, boosts performance, and helps your team focus on high-value work.

Partner Only: What's New with DSD Development
2025-08-19 11:00 - 11:45
Join us for an exclusive partner-only session as Jon Reiter, General Manager, Sage 100 Enhancements, showcases the latest Sage 100 Enhancements developed by the DSD team. You’ll gain insight into how our Technology department has evolved over the past year, see a live demo of newly released tools, and get a glimpse into the future of DSD Development.
Whether you’re looking to stay ahead of the curve or deepen your Sage 100 offering, this session is packed with valuable updates and insights just for partners.

Get more from your Sage data: Automation, trust, and report readiness
2025-08-20 10:00 - 11:00
Sage 100, 300 and X3 hold rich, business-critical data—but turning that data into clean, consistent analytics across departments, companies, or time periods can still be a manual, time-consuming process.
In this session, Zap Sales Director, Rohit Kanwara, will show how Sage Data & Analytics (SD&A) streamlines financial reporting by adding an automated data layer that plugs straight into your Sage environment. With out-of-the-box data models and automated schema management, SD&A simplifies how you access, prepare and deliver data into Power BI, Excel, or Zap’s browser-based Analytics—without disrupting workflows or needing custom code.
Whether you are consolidating multiple entities or simply trying to accelerate month-end reporting, SD&A complements your Sage investment by making trusted data easier to work with—and easier to trust.

Insider Session: Breaking News in Accounting AI & AP Automation
2025-08-20 10:00 - 11:00
Join John Higgins, CPA and technology strategist, for a fast-paced briefing on the latest breakthroughs shaking up the accounting landscape. From headline-making AI developments to the evolution of Accounts Payable automation, this session will unpack what’s real, what’s hype, and what’s next—and most importantly, what it means for firms ready to level up their advisory services.

In this interactive session, John will cover:

AI’s role in reshaping accounting workflows—including how generative tools are changing the game for client insights, forecasting, and communication.
Next-gen A/P automation—the latest innovations in invoice capture, cash flow management, and vendor collaboration.
Advisory acceleration through digital transformation—strategies to help firms pivot from compliance to high-impact consulting.

Whether you’re a practitioner, CAS team leader, or firm executive, you’ll walk away with actionable takeaways and a fresh perspective on how to stay competitive—and relevant—in a rapidly shifting tech landscape.

Masterclass Series: Part 1: Cracking the Technical Debt Code
2025-08-26 10:00 - 11:00
Your IT team holds the keys to approving new financial software—and they’re trained to sniff out complexity from a mile away. If AP automation looks like a tech burden, the answer will always be “no.”
That’s why we created this FREE masterclass series: to equip finance professionals with the insight and language to win over IT.
In this first installment—Cracking the Technical Debt Code—you’ll learn how to frame AP automation as a strategic upgrade, not a system complication. We’ll show you how to build a bulletproof IT justification that gets past the gatekeepers.
📌 What you’ll walk away with:

A new way to talk about technical debt (and why it matters to IT)
Practical ways to position AP automation as a tech advantage
Real-world proof points that get IT excited to say “yes”

Don’t miss this kickoff to a powerful 3-part digital learning series—built to help you move automation forward with total IT alignment.

What's new in Sage Fixed Assets 2026.0?
2025-09-16 10:00 - 11:00
Sage Fixed Assets 2026.0 is live!

The newest release reflects the One Big Beautiful Bill Act (OBBBA) and brings major updates for U.S. companies:

100% Bonus Depreciation reinstated (Section 168(k), effective Jan 20, 2025)
Section 179 deduction doubled to $2.5M
Three new Audit Advisors to keep you compliant
CIP module rename (formerly Planning) + new flexibility to name, find, and organize projects

And that’s just the start. From Asset Additions reports to a modernized Scanner app and a smarter Sage Fixed Assets Ally powered by GenAI, this release was built to save you time and simplify compliance.

Date: Tuesday, September 16, 2025
Time: 1:00 PM ET | 10:00 AM PT

Unlocking Sage 100 Connctions: Streamline, Simplify, Succeed
2025-09-16 11:00 - 12:00
Join us for an in-depth session focused on Sage 100 Connections. In this webinar, we’ll explore the powerful ways you can extend and enhance your Sage 100 system through key integrations.
We’ll cover three featured connections:

Sage 100 Connection – Learn how to unlock built-in capabilities and streamline workflows.
Workforce Go – Discover how this HCM integration simplifies workforce management and payroll.
IN-SYNCH – See how real-time data synchronization connects Sage 100 with eCommerce and other applications.

The session will conclude with a live Q&A, giving you the chance to ask questions and see how these connections can directly support your business.

Sage, Let's talk: Is your product future-proof for supply chain?
2025-09-23 11:00 - 12:00
The supply chain isn’t what it used to be, and it’s not slowing down. Between global disruptions, rising customer expectations, the pressure is on to stay agile, connected, and ahead of the curve. So, Sage users: is your current setup ready for what’s next?
Join us for a live panel + demo to see how smarter tools can help you:

Boost vendor collaboration
Track supplier performance
Gain real-time logistics visibility

Whether you’re in operations, procurement, or IT, this webinar will give you insights and tools to future-proof your supply chain. Let’s talk about what’s next, and how Sage can help you get there.

2025 tax changes: Q4 outlook
2025-09-30 08:00 - 09:00
Stay prepared for end-of-year tax changes and challenges

Tax rules keep shifting — and tracking them is a challenge for any business. In this webinar, tax experts from Avalara and Ryan, LLC break down the latest updates and explore how new regulations could affect your compliance strategy heading into the end of the year.

Here’s what we’ll cover:

Developments in trade and tariffs, including the end of de minimis
Expanding sales tax on services in states like Washington and Maryland
Legal rulings impacting Maryland’s digital advertising taxes and future legislation
Complexities in sourcing digital services across jurisdictions
New and upcoming changes to nexus thresholds and amnesty programs

Gain the insights you need to stay on track — save your spot today. 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
2025-10-07 08:00 - 09:00, 2025-10-21 08:00 - 09:00, 2025-11-04 08:00 - 09:00, 2025-11-18 08:00 - 09:00
Join Avalara for smarter moves on tariffs and global compliance

Get the latest on global tariff shifts, the future of the de minimis exemption, and how new U.S. and global trade actions could disrupt compliance and costs. Hear from Avalara experts and get strategies to stay ahead.

We’ll cover:

An up-to-date overview of tariff and de minimis changes
The ripple effects of rising import costs on pricing strategies and global trade compliance
Best practices for managing higher tariffs and global trade challenges
The role of Avalara Cross-Border in reducing errors, delays, and manual effort

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 series.

Building a resilient supply chain: Turn tariff change into competitive advantage
2025-10-09 08:00 - 09:00
Explore tariff changes, trade updates, and strategies to build resilience.

2025 has been a year of shifting tariffs and global trade uncertainty — leaving many businesses scrambling to keep up. As the year closes, the question is: Is your business prepared to navigate what’s next with confidence?

Get strategies for global trade and tariff changes
You’ll learn how to:

Monitor and adapt to shifting global tariff policies
Improve product classification accuracy
Simplify cross-border compliance
Strengthen supply chain resilience
Leverage automation and research to reduce manual trade compliance errors

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

Untangling use tax: Expert insights from the front lines
2025-10-14 09:00 - 10:00
Smart ways to reduce audit risk and manage use tax more efficiently

Use tax is one of the most overlooked and audit-prone areas of indirect tax. Join Avalara and experts from Baker Tilly, a leading tax accounting firm, for a deep dive into today’s biggest use tax challenges and how companies can stay compliant.

You’ll learn:

Common use tax pitfalls companies encounter — and how to avoid them
How accounting firms approach use tax compliance across industries
Real-world examples of audit triggers and what to expect in an audit
Best practices for managing use tax on purchases, vendor invoices, and exemptions
How automation and technology can improve accuracy and reduce risk

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

Smarter inventory planning with AI: Unlocking the full potential of Sage 100 & Sage 300
2025-10-15 08:00 - 2025-11-07 09:00
Still using spreadsheets to manage inventory in Sage 100 or 300?

It’s time to upgrade. Manual processes lead to errors, stock-outs, and wasted time that hurt your bottom line.
Netstock integrates with Sage to deliver AI-powered inventory optimization—helping you plan smarter, reduce risk, and free up your team to focus on growth.
Join inventory expert Vaughan Proctor to discover how Netstock helps Sage users:

Build smarter orders with data-driven recommendations.
Prevent stock-outs with intelligent forecasting.
Reduce excess inventory and unlock working capital.
Turn ERP data into actionable insights with built-in AI.
Ready to ditch the spreadsheets?
See how Netstock can transform your inventory planning.

Ready to ditch the spreadsheets?
See how Netstock can transform your inventory planning.

Exemption certificate management 101: Compliance tips for tax-free sales
2025-10-23 10:00 - 11:00
Exempt sales aren’t exempt from risk—what you need to know.
If your business makes tax-exempt sales, managing exemption certificates is key. Learn the basics and find out how to streamline collection and tracking to improve customer experience and reduce audit risk.
If your business has tax-free sales, don’t miss this webinar.
In just 60 minutes, you’ll learn:

Why exemption certificates are a necessary part of any tax-exempt transactions.
The anatomy of an exemption certificate and what’s needed to maintain, validate, and store one.
Common exemption certificate mistakes and how to correct them.
Tactics to help you fulfill your overall tax obligations as an exempt seller

Reinventing finance and tax: The AI boom and how to put it to work
2025-10-29 09:00 - 10:00
AI in finance now

Finance and tax leaders are shifting from AI curiosity to necessity. Based on the Avalara State of Finance study with Hanover Research — insights from 345 finance professionals in four countries — this webinar unpacks AI adoption, e-invoicing, and compliance gaps.

Join the webinar for expert insights.

Identify the key benefits finance leaders report from AI adoption.
Explain how AI is reshaping compliance across complex tax environments.
Evaluate strategies finance leaders are using to prepare for global e-invoicing mandates.
Assess compliance risks that remain despite increased automation.
Apply AI-driven approaches to tax compliance and reporting challenges.

Gain the insights you need to stay on track — save your spot today. Can’t attend live? Register to get the on-demand recording. Live attendees are eligible to earn 1 hour of CPE credit.

The ROI of managed services for licensing and property tax compliance
2025-11-13 09:00 - 10:00
How managed services can enable effective property tax and licensing compliance
We’ll cover:

The complexities of business license and property tax requirements across jurisdictions
The real-world risks of noncompliance, including missed renewals, penalties, and audit exposure
Your options for managing compliance: in-house, manual, software-only, or fully managed
How a managed services model can reduce risk and free up internal resources
A breakdown of the ROI benefits of outsourcing compliance to trusted experts
An overview of managed services for Avalara Business Licenses and Avalara Property Tax and how it supports scalable, more accurate compliance

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

Stop Reconciling by Hand - Close Faster, Stress Less
2025-11-18 11:30 - 17:00
Manual statement matching is slow, error-prone, and always lands on your desk at the worst possible time — right before close.
DocLink’s new reconciliation capabilities change that.
In this live session, we’ll show you how DocLink can automatically match line-item data between statements, invoices, or other documents and only send you the exceptions that actually need a person to intervene.
You’ll see the module in action, learn what’s required to enable it, and hear how one customer is saving 80+ hours a month and catching costly overpayments before books are closed.
So make sure to join us live to see it all in action, ask your questions, and get inspired about what’s next for your team.

Staying ahead of 1099 and W-9 compliance in changing times
2025-11-19 09:00 - 10:00
Don’t wait until January to think about 1099s — by then, it’s often too late.

With increased IRS enforcement — and sweeping changes like the One Big Beautiful Bill Act — accounting and AP professionals need a year-round strategy. Proactively managing W-8 and W-9 forms and tax reporting processes can help adapt to regulatory shifts and save time.

Stay ahead of changes like reduced reporting thresholds and evolving gig economy rules.
You’ll learn:

Why year-round attention to W-9 and 1099 compliance helps reduce IRS penalty risk
How legislative changes, including the One Big Beautiful Bill Act, could reshape your compliance obligations
How automation can help you stay compliant and protect sensitive vendor data
How to plan year-end reporting using a comprehensive 1099 compliance checklist
Practical procedures large accounting and AP teams can implement now to keep workflows compliant and current

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

Supercharged BI, Reporting & AI for Sage - with Next Gen Analytics
2025-11-19 10:00 - 10:30
Are you still battling slow reports, dashboards that disappoint, or data you can’t trust? Join the battalion of Data Heroes—leaders who’ve broken free from limited, inaccurate reporting to command their data with clarity, automation, and speed.
In this fast-paced, 45-minute session, discover how DataSelf’s ETL+ Data Warehousing and next-generation BI reporting supercharge Sage analytics for businesses of all sizes.
You’ll learn how to:
✅ Empower decision-makers to get answers anytime, anywhere—without IT bottlenecks
✅ Automate analytics seamlessly with Power BI, Tableau, or Excel
✅ Maintain data models and user security with a single version of the truth
✅ Eliminate repetitive data modeling and reporting tasks
✅ Simplify advanced workflows to accelerate decision-making
✅ Use AI and machine learning, including conversational analytics, to answer key business questions
Gain unprecedented insight into:
– Financials
– Supply Chain
– Sales & Inventory
– Project Accounting
– Budgeting & Forecasting
…and more.
