The Next Generation of SaaS Forecasting
2024-12-03 11:00 - 12:00 (America/Los_Angeles)
Want to learn how to transform your SaaS financial planning for better decision-making and operational growth? Join David Apple, Global Head of SaaS at Sage, as he leads an insightful discussion on optimizing SaaS forecasting and budgeting processes. This webinar features real-world success stories from Sunny Wu, VP of Finance at LogiSense, this webinar will explore how LogiSense transitioned from manual Excel-based forecasting to SIP, reducing their budgeting cycle by 75% and improving their gross margin by 45%.
You’ll gain practical insights into SaaS metrics like ARR growth, customer retention, and CAC ratio, while learning how to streamline forecasting, automate budgeting, and enhance collaboration across teams. Sage solution consultant Taylor Brown will also showcase a live demonstration of SIP, highlighting key features like scenario planning and data-driven decision-making. Whether you’re looking to refine your forecasting model or improve operational efficiency, this session will provide actionable takeaways to help your SaaS business thrive.
Key takeaways:

Best practices for SaaS forecasting and revenue modeling
How automated tools can accelerate budgeting and improve financial outcomes
Real-world example of LogiSense’s success using Sage Intacct Planning
Demo of Sage Intacct Planning’s key features and capabilities

Bay Area meetup
2024-12-03 11:00 - 14:30 (America/Los_Angeles)
Date: Tuesday, December 3, 2024
Time: 11:00 a.m. – 2:30 p.m. PT
Location: The Westin San Francisco Airport
Address: 1 Old Bayshore Hwy, Millbrae, CA 94030
Join your fellow Bay Area peers to network, advance your knowledge, and hear the latest product updates from our Sage Intacct experts. This is a free event and Sage Intacct experts will be in attendance. Lunch will be provided. We look forward to seeing you in person

Financial Services Industry
2024-12-04 09:30 - 11:00 (America/Los_Angeles)
Join your fellow Financial Services peers to learn about best practices, product updates, and more from our experts.
In this session we’ll highlight:

Overview of how to strategically plan for and streamline your month-end close.
Product enhancements for Financial Services.

We’ll feature:

A customer panel.
Highlight resources and release updates that help you get the most out of Sage Intacct.
Open Q&A.
and more!

Growing your funding with automated grant management
2024-12-04 11:00 - 12:00 (America/Los_Angeles)
Unlock the potential for increased funding with streamlined grant management. In this insightful live webinar, learn how Sage Intacct can help organizations efficiently track, report, and manage grant awards through automation. Currently, 60% of nonprofits report challenges in meeting grantor compliance requirements, while 68% face delays in funding due to outdated management processes. Our session will cover trends in giving, best practices for compliance, and showcase the seamless integration of automated tools that enhance reporting accuracy and expedite funding reimbursement.

Cut the checks for good with Quadient AP
2024-12-10 10:00 - 10:30 (America/Los_Angeles)
81% of businesses still issue physical checks, citing security as the #1 reason. But the Association for Financial Professionals found that paper checks are the method most vulnerable to fraud, with 65% of respondents reporting facing attacks of this type.

If you are looking for technology that supports only invoice, PO, and expense processing, you are missing the most crucial work in your AP flow. The payment itself—initiating and executing the exchange of money from you to your vendor—is where the processing ends. And, succeeds or fails.

You need an automation partner that streamlines your entire end-to-end process—seamlessly integrating your traditional AP automation with digital payments and your accounting system—all while delivering the most robust functionality for:

AI-powered data capture
Anywhere, anytime visibility
Customizable rules-based workflows and approvals
Dedicated support via email, chat, and phone

Attend our FREE webinar to learn how cut the checks for good with payment automation from Quadient AP.

Why AI Should Be Built on Trust
2024-12-10 11:00 - 12:00 (America/Los_Angeles)
AI is revolutionizing the way the accounting industry works. It is elevating human performance by taking on the burden of repetitive but required tasks, and by accelerating analysis. But accounting is based on trust, so, companies must be totally sure that AI works accurately before they can use it to its full potential. Join us for an insightful session where David Dickson, SVP, Technical Fellow – Sage AI at Sage, shares the real reasons trust is so important. Dave will examine case studies of unintended outcomes and provide principles and guidelines for companies to follow to build trust in their products.
Learning objectives:

Identify the relationship between AI and trust in your technology vendors.
Recognize the importance of trust in 2024 and its impact on AI solutions.
Describe the four layers of trust and key compliance and regulation requirements in AI solutions.
Give examples of trusted AI finance solutions currently available in the market.

Gear Up for Success : Your FREE Sage Intacct Resources
2024-12-11 10:00 - 11:00 (America/Los_Angeles)
Are you “New” to Sage Intacct ? We will equip you with valuable, FREE resources to ensure you fully utilize Sage Intacct.
We will feature :

Community
Help Center
Activating Collaborate
Understanding Permissions
and more !

Streamline Financial Ops for Maximum Profitability
2024-12-11 11:00 - 12:00 (America/Los_Angeles)
Transitioning to a modern property management system can seem daunting, but its advantages are invaluable. By streamlining operations with Sage Intacct Real Estate, businesses retain skilled staff, ensure constant access to financials through a cloud-based system, automate complex calculations, and maximize ROI. This flexible system handles intricate lease agreements with ease, offering functionality tailored to the real estate industry’s needs.

Chief Cloud Officer: Helping SMB Finance Leaders Evolve
2024-12-17 11:00 - 12:00 (America/Los_Angeles)

Have You Made Your List and Checked It Twice ?
2024-12-17 12:00 - 13:00 (America/Chicago)
Come and learn from Sage Intacct’s experts how to utilize Dashboards to help you monitor and access the most important aspects of your business. Checklists allow you to manage processes consistently across your organization, helping to improve the quality of the process outcome.
We will feature :

Dashboards
Checklists
Best Practices for Dashboards
and more !
