Reporting Fundamentals | Stop Reporting like it's 1999
2025-01-14 09:30 - 2025-04-16 11:00 (America/Los_Angeles)
Come learn about the types of reports available:

Standard reports
Financial reports
Custom reports

With a deep dive into key elements of the Financial Report Writer, Standard reports, Lists Views, and the Custom Report Writer.

Mission-critical: elevating the role of the Nonprofit Finance Leader
2025-02-04 11:00 - 12:00 (America/Los_Angeles)
Your role as a nonprofit finance leader has changed. No longer the head accountant, your position as a data-driven strategist has become critical to your mission. But to drive your mission forward, you need fact-based data analytics to provide lines of sight across the organization and enable you to make informed decisions in real-time.
Join us for this session as we discuss the changing role of nonprofit finance leadership, share best practices for delivering data-driven strategies that enable mission-critical decision-making, and share success stories of CFOs who use data-driven strategies to advance their mission.
Key takeaways:

Understand key challenges and pain points from your peers.
Identify desired changes in the role of the nonprofit finance leader.
Hear best practices for delivering data-driven strategies.
Learn how successful nonprofit CFOs are using data-driven strategies to advance their mission.

Speaker: Joan Benson, Sr. Director Nonprofit Industry Marketing

Bringing AI to AP : Automation Tips and Efficiency Secrets
2025-02-05 10:00 - 11:00 (America/Los_Angeles)
Products : Sage Intacct
Solution : AP Bill Automation Subscription
Struggling with slow AP processes ? In this webinar on AI-powered AP automation, we’ll show you how Sage Intacct cuts processing time in half, helps your team work smarter, and equips you with the tools to stay ahead of the competition.
In this session, you’ll discover :

How to automate your AP process and save time
Best practices to improve AP efficiency and accuracy
How AI can help you stay ahead of the competition
Upcoming updates to enhance your AP process even further

Don’t miss this opportunity to take the first step toward optimizing your financial operations.

Healthcare Finance Leaders' Top Strategies for 2025
2025-02-05 11:00 - 12:00 (America/Los_Angeles)
Healthcare finance leaders are playing an increasing role in strategic planning at their organizations — and with persistent challenges in efficiency, denials, revenue growth and meeting patients’ evolving expectations, there are many competing priorities to consider as they work closely with the C-suite and shape 2025 initiatives.
In this interactive discussion, a panel of healthcare finance and revenue cycle leaders will discuss the challenges and opportunities they foresee in 2025 and how those predictions are informing priorities and strategic plans for the year ahead. They’ll share how they’re balancing short- and long-term financial demands; the outcomes they’re aiming for; and the initiatives, best practices and tools they expect will help them get there.

Storytelling with Data for Every Stakeholder
2025-02-11 11:00 - 12:00 (America/Los_Angeles)
Today’s finance leaders are expected to provide visibility into their company’s performance and add valuable insight as the business moves forward. However, there are often multiple stakeholders who receive the updates. Knowing their needs and what they care about is essential to crafting a compelling report. Let your data become the driving force behind your narrative.
Linda Pinon, Principal Solution Consultant at Sage, has helped thousands of CFOs and Controllers learn how to leverage timely information to be presented in the most meaningful format. She easily explains how dashboards can tell your audience what’s happening and why.
Linda joins our thought leadership webinar host Ed Kless to talk about key considerations for sharing performance metrics and actionable insights. Linda and Ed will dive into the art of storytelling through data. They’ll discuss real-world examples of utilizing visuals and dimensional analysis to showcase details that matter to each interested party.

Automation Empowerment: Going Paperless
2025-02-12 11:00 - 12:00 (America/Chicago)
Paperless automation delivers many important benefits to finance teams, from real-time financial visibility to increased efficiency to more accurate forecasting and planning. Come explore how financial automation can transform your organization to being proactive, future-ready, and resilient.
We will feature :

Product Features and Demo
Automation enhancements in AP, Bank Reconciliation, Vendor Approvals
and more

Fast, Real-time, Advanced Reporting with Sage Intacct's Interactive Custom Report Writer
2025-02-13 10:00 - 11:00 (America/Los_Angeles)
Products : Sage Intacct
Discover how Sage Intacct’s ICRW can transform your reporting. In this webinar, we’ll show you how to easily capture, present, and analyze data to make smarter decisions, faster.
In this session, you’ll discover how Sage Intacct’s Advanced Reporting can :

Enable your team to create custom reports with simple point-and-click configuration
Save time and reduce reliance on manual processes
Improve visibility with visually appealing reports that drive smarter decision-making
Handle complex reporting needs quickly, without the need for advanced technical expertise

Don’t miss this opportunity to see how Sage Intacct can transform your reporting and empower your team to unlock insights that drive smarter, more strategic decisions.

Mission Synergy: Aligning Finance and Fundraising for Greater Impact
2025-02-19 11:00 - 12:00 (America/Los_Angeles)
In a recent survey, nonprofit leaders shared that “inefficiencies and delays due to multiple, disparate systems” is one of their biggest challenges. If this is your reality, then this webinar is for you. Attend this webinar and learn how connecting finance and fundraising will enable you to drive greater efficiency, insight, and impact for your organization.
In this webinar, you will:

Learn how to eliminate manual tasks and data discrepancies
Gain a 360-degree view of your nonprofit financial health
Hear how Brevard Zoo transformed their organization with Finance and Fundraising synergy
Walk away with new ways to unleash your nonprofit’s potential

Speaker: Natalie Anderson, Senior Nonprofit Industry Marketing Manager

Navigating Financial Challenges with Sage Intacct Planning
2025-02-20 10:00 - 11:00 (America/Los_Angeles)
Products : Sage Intacct
Struggling to optimize your cash flow and manage inventory ? In this session, we’ll discuss how businesses can streamline their operations to improve cash flow and minimize the impact of inventory on their bottom line. Learn strategies to accurately predict demand, reduce stockouts, and avoid excess inventory.
In this session, you’ll discover :

Overcome inefficiencies in budgeting, forecasting, and reporting
Streamline financial planning processes and improve accuracy
Create robust financial plans, optimize budgets, and forecast confidently for better decision-making
Learn from real customer stories and gain actionable insights to implement in your own organization

Discover how Sage Intacct Planning can transform your financial processes and empower your team to make smarter, more strategic decisions for your business.

Why 'Business as Usual' Isn’t Enough: The Case for AI & Automation for SMBs in 2025
2025-02-24 09:00 - 10:00 (America/Los_Angeles)
The future of business is here, and it’s powered by AI and automation. In 2025, staying competitive means evolving beyond the status quo—this webinar will guide SMBs on why “business as usual” won’t cut it anymore and how you can leverage these technologies to stay ahead.
Join Scott Hollrah, CEO of Venn Technology, featuring Aaron Harris, CTO of Sage, for an insightful and interactive conversation covering everything you need to know about AI & automation trends, opportunities, and actionable strategies for small and mid-sized businesses.
LIVE: February 24, 2025 at 11:00 a.m. CT
What we’re chatting about

The Current State of AI & Automation: Discover the latest trends, including hyper-automation, AI democratization, AI-driven decision-making, and the rise of responsible AI.
Threats & Opportunities for SMBs: Explore key barriers to adoption and how to overcome them, along with the opportunities automation creates for operational efficiency and competitive advantage.
Use Cases for SMBs: Learn how AI-driven technologies like predictive analytics, natural language processing (NLP), and AI-powered financial reporting are changing the game for SMBs.
What’s Ahead: Get expert advice on customizable automation solutions, workforce evolution, and how to stay compliant and ethically responsible in the age of AI.

Keys to success in your first 100 days and beyond
2025-02-25 11:30 - 13:00 (America/Chicago)
Are you a new customer ? Have you recently implemented Sage Intacct ? Join us for this Keys to success in your first 100 days and beyond meetup. We’ll give you a thorough Sage Intacct 101 review including :

Product management overview
Reporting
Sage University
Community
Customer Support
Professional Services
and more !

In this session, you’ll learn about foundational components including :

Dates in Reporting
Account Groups
Notification Strategies
Manage Views and Lists

We look forward to your meetup participation !

AI and beyond
2025-02-27 11:30 - 13:30 (America/Chicago)
Learn how Sage AI unlocks continuous accounting :

AP Bill Automation
GL Outlier detection
Sage Intelligent Time
Bank Reconciliation
Bank Transaction Assistant
Sage Copilot

In this meetup, you’ll learn how to save time with routine tasks automated to boost productivity.
