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DTSTART;TZID=America/Los_Angeles:20260506T100000
DTEND;TZID=America/Los_Angeles:20260506T110000
DTSTAMP:20260331T162156Z
CREATED:20260331T162156Z
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UID:245948-1778061600-1778065200@www.dsdinc.com
SUMMARY:Sage Intacct 2026 R2 Release
DESCRIPTION:Learn about the latest features and functionality of the 2026 R2 Release of Sage Intacct
URL:https://www.dsdinc.com/event/sage-intacct-2026-r2-release/
CATEGORIES:Sage Intacct
ATTACH;FMTTYPE=image/png:https://www.dsdinc.com/wp-content/uploads/2026/03/SAGE-INTACCT-2026-R2-HIGHLIGHTS-0N-DEMAND.png
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260512T130000
DTEND;TZID=America/Los_Angeles:20260512T140000
DTSTAMP:20260507T222112Z
CREATED:20260504T160409Z
LAST-MODIFIED:20260507T222112Z
UID:246645-1778590800-1778594400@www.dsdinc.com
SUMMARY:What's New in Velixo for Sage Intacct
DESCRIPTION:What’s New in Velixo for Sage Intacct\nWe’re introducing some of the most significant Velixo enhancements to date. This webinar brings it all together in one concise\, practical walkthrough. \nIn this session\, the Velixo product team will recap the latest innovations released for Sage Intacct users\, with a focus on how these new capabilities help teams work faster\, report with confidence\, and scale without adding complexity. You’ll see how Velixo continues to evolve as the Excel-based platform finance\, operations\, and project teams rely on\, now enhanced with embedded AI intelligence\, deeper Sage Intacct integrations\, and new purpose-built solutions. \nIn this webinar\, you’ll learn about: \n\n\n\nVelixo Intelligence – Excel-embedded AI assistants that help generate formulas\, queries\, and reports while bridging business insight with Sage Intacct complexity\nQuery Builder – A new\, intuitive way to create Sage Intacct queries without technical expertise\nMulti-Connection Consolidation – Smart\, scalable reporting across multiple entities and instances\nVelixo Portal – Centralized connection management and access to a growing library of pre-built templates\nNew Industry Templates & Solutions – Expand your Velixo setup with purpose-built templates now available in the Portal:\n\n3 new Budget templates — budget-based\, top-down\, and updated LT Actuals\n3 new Hospitality templates\n6 new Construction templates\n\n\nAdditional productivity enhancements supporting the latest Sage Intacct features\n\n\n\nThis session ensures you leave with a clear understanding of what’s new\, why it matters\, and how to start using these capabilities in real-world environments.
URL:https://www.dsdinc.com/event/whats-new-in-velixo-for-sage-intacct/
CATEGORIES:Sage Intacct
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260520T073000
DTEND;TZID=America/Los_Angeles:20260520T130000
DTSTAMP:20260420T185030Z
CREATED:20260420T185030Z
LAST-MODIFIED:20260420T185030Z
UID:246496-1779262200-1779282000@www.dsdinc.com
SUMMARY:Future in Focus 2026: Excel Your Budgeting\, Close\, and Audit Readiness for Nonprofits
DESCRIPTION:Modern Excel. Connected ERP. Stronger Nonprofit Finance.\nFuture in Focus 2026 is a one day complimentary virtual conference designed to help nonprofit finance leaders fully harness modern Excel and extend it into their ERP environment\, with CPE eligible sessions. \nNonprofit finance teams carry overlapping cycles all year long. At the center of it all is Excel. It is the modeling environment\, the reporting layer\, and the bridge between ERP data and stakeholder expectations. \nWhat many teams have not had time to explore is how significantly Excel has evolved: dynamic arrays\, Power Query\, modern lookup architecture\, and structured workbook design that improves clarity and audit traceability. The platform has expanded into a powerful data and modeling engine\, often underutilized simply because daily demands leave little room to experiment. \n\n\n\n\nWhy Attend?\n\nStrengthen the Excel skills your team already relies on\nImprove budgeting\, close\, and audit workflows\nSee ERP specific applications relevant to your system\nOpportunity to earn 4 CPE credits*\nWalk away with techniques you can implement immediately\n\n\n\nWho Should Attend:\n\nCFOs seeking stronger forecasting visibility without expanding headcount\nControllers managing multi grant compliance and reporting complexity\nFinance Managers responsible for budgeting\, close coordination\, and audit preparation\n\n\n\n\n\nIf Excel is central to your workflow\, this event is built for you.
URL:https://www.dsdinc.com/event/future-in-focus-2026-excel-your-budgeting-close-and-audit-readiness-for-nonprofits/
CATEGORIES:Acumatica,Sage Intacct
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260602T110000
DTEND;TZID=America/Los_Angeles:20260602T113000
DTSTAMP:20260526T190727Z
CREATED:20260526T190727Z
LAST-MODIFIED:20260526T190727Z
UID:247011-1780398000-1780399800@www.dsdinc.com
SUMMARY:Velixo Elevate Series: Use Cases for AI in Velixo Reporting & Analysis (Sage Intacct)
DESCRIPTION:Tuesday\, June 2nd\, 2026: Use Cases for AI in Velixo Reporting & Analysis (Sage Intacct)\n\n\n\nPresenter: Jim Norton\, CPA\, Evangelist & Senior Product Manager\, Velixo \nNOTE: There will be NO Excel file provided in the post-session materials for this presentation.  \nDesigning report layouts\, fixing broken formulas\, and explaining variances takes real time on every close. AI tools have gotten good at this kind of work. Velixo Intelligence\, currently in private preview\, brings that capability into the Excel workbook your team already opens\, with three agents tuned for ERP reporting. General-purpose tools like Microsoft Copilot and Claude pick up additional report design and analytical writing tasks outside of Velixo. \nThis session walks through practical AI use cases for Velixo reporting and analysis on Sage Intacct. We will cover Velixo Intelligence’s three agents: Guide (answers product questions)\, Analyst (reads values already in your sheet)\, and Report Builder (writes full reports from a prompt). We will look at how the new VX.ANALYSIS function writes commentary into the cell next to the number it explains. We will then turn to Copilot and Claude with examples of where each one is useful for report design\, formula help\, and analytical writing. \nAttendees will leave with: \n\nA clear picture of what Guide\, Analyst\, and Report Builder each do inside Velixo Intelligence\nPractical examples of using AI to design report layouts\, troubleshoot Velixo formulas\, and write variance commentary with VX.ANALYSIS\nAn understanding of where Copilot and Claude fit alongside Velixo Intelligence for reporting and analysis work\n\nRegister TODAY
URL:https://www.dsdinc.com/event/velixo-elevate-series-use-cases-for-ai-in-velixo-reporting-analysis-sage-intacct/
CATEGORIES:Sage Intacct
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260610T100000
DTEND;TZID=America/Los_Angeles:20260610T103000
DTSTAMP:20260511T214252Z
CREATED:20260511T213207Z
LAST-MODIFIED:20260511T214252Z
UID:246830-1781085600-1781087400@www.dsdinc.com
SUMMARY:Bank Reconciliation Basics in Sage Intacct
DESCRIPTION:Bank Reconciliation Basics in Sage Intacct\n\nWednesday\, June 10\, 2026 | 10:00–10:30 AM PDT\nJoin us for a 30‑minute webinar focused on Bank Reconciliation Basics in Sage Intacct. In this session\, we’ll share practical tips and tricks to help you streamline your bank reconciliation process\, improve accuracy\, and get the most value out of Sage Intacct’s built‑in tools. \nWhether you’re new to bank reconciliations or looking to refine your current workflow\, this webinar will provide helpful insights you can apply right away. \nWhat you’ll learn:\n\nBest practices for setting up and managing bank reconciliations\nTips to speed up the reconciliation process\nHow to avoid common reconciliation issues in Sage Intacct\n\nRegister today to reserve your spot!
URL:https://www.dsdinc.com/event/bank-reconciliation-basics-in-sage-intacct/
CATEGORIES:Sage Intacct
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260610T110000
DTEND;TZID=America/Los_Angeles:20260610T120000
DTSTAMP:20260522T171345Z
CREATED:20260522T171345Z
LAST-MODIFIED:20260522T171345Z
UID:246918-1781089200-1781092800@www.dsdinc.com
SUMMARY:The Shrinking Finance Team: How to Do More With Fewer People
DESCRIPTION:Where lean teams lose hours\, what to automate first\, and how to redesign month-end to scale down with you. Hosted by former Controller & CFO\, Jim Norton\, CPA \nCan’t make it live?\nEvery registrant receives full access to session recordings and materials. \nYour team got smaller. The work didn’t.\nHeadcount is down but expectations aren’t. Closes need to land on time\, forecasts need to be sharper than ever\, and the business is asking finance for more strategic input. \nIf you’re wondering how to keep delivering at the same standard with fewer people on the bench\, you’re not alone. Based on conversations with finance leaders across Acumatica\, Sage Intacct\, and Business Central\, the shrinking finance team is the defining challenge of 2026\, and most playbooks haven’t caught up. \nThis session is built for the leaders who have to figure it out anyway. \n\n\n\n\nWhat We’ll Cover in 60 Minutes:\n\nWhere lean teams lose hours – and which losses compound\nThe three workflows worth automating first\nHow to redesign month-end close so it scales down with your headcount instead of breaking under it\nProtecting controls and audit-readiness when fewer hands are on the data\nA maturity framework to benchmark where your team is and where to invest next\n\n\n\nWho Should Attend:\n\nCFOs navigating headcount pressure without sacrificing output\nControllers redesigning the close for a smaller team\nFP&A and accounting leaders looking to automate the right things first\nAnyone in finance whose job has quietly doubled in the last 12 months\n\n\n\n\n\nYour Host:\nJim Norton is a licensed CPA and former Controller and CFO who brings real-world finance leadership context to accounting technology. He began his career in public accounting performing nonprofit audits and Form 990 engagements\, then moved into leadership roles where he owned month-end close\, budgeting\, audit readiness\, and board reporting. Today\, as a Senior Product Manager at Velixo\, he applies that real-life perspective to help finance teams improve accuracy\, efficiency\, and confidence in their numbers.  \nFree for every registrant: The Lean Finance Self-Assessment + Guide\nAfter the webinar\, we’ll send you our Lean Finance Self-Assessment\, a 10-minute diagnostic that pinpoints exactly where your team is leaking capacity. It’s paired with a companion guide that maps each finding to a specific\, practical fix. Use it to turn what you learned into a plan you can act on this quarter. \nEvent Date & Time:\nJune 10\, 2026 | 2:00PM – 3:00 PM (ET)\, Zoom
URL:https://www.dsdinc.com/event/the-shrinking-finance-team-how-to-do-more-with-fewer-people/
CATEGORIES:Acumatica,Sage Intacct
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260611T100000
DTEND;TZID=America/Los_Angeles:20260611T130000
DTSTAMP:20260604T144730Z
CREATED:20260604T135536Z
LAST-MODIFIED:20260604T144730Z
UID:247250-1781172000-1781182800@www.dsdinc.com
SUMMARY:Margins Under Pressure
DESCRIPTION:Supply chains are no longer facing just one challenge at a time\n\n\n  \nTariffs\, freight costs\, supplier uncertainty\, and demand volatility are all hitting businesses at the same time. The result: tighter margins\, less accurate forecasting\, and more disruption risk. \nJoin this live discussion on June 11th to hear how businesses are responding to supply chain pressures and what smarter planning looks like in practice. \nWhat you’ll learn: \n\nWhy supply chain volatility is driving persistent cost pressure for SMBs\nHow shifting freight rates\, supplier changes\, and multi-sourcing complicate inventory and demand planning\nThe hidden cost of reactive decisions in a world of changing lead times and landed costs\nPractical ways to balance margin protection with faster\, more coordinated planning across team\n\n  \n\n\nReserve Your Spot Today! \nDon’t miss out on this opportunity to create a budget that’s built to support your foundation’s future.
URL:https://www.dsdinc.com/event/margins-under-pressure/
CATEGORIES:Acumatica,Sage 100,Sage Intacct
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260708T060000
DTEND;TZID=America/Los_Angeles:20260708T070000
DTSTAMP:20260618T225906Z
CREATED:20260618T223728Z
LAST-MODIFIED:20260618T225906Z
UID:247726-1783490400-1783494000@www.dsdinc.com
SUMMARY:From export to insight: how EMRConnect elevates healthcare finance
DESCRIPTION:If your team is still spending time exporting and stitching data together\, this session will feel familiar. Learn how connected systems can turn fragmented data into something usable\, helping you reduce manual work\, improve visibility\, and make more confident decisions across healthcare operations \nRegister and save your seat! 
URL:https://www.dsdinc.com/event/from-export-to-insight-how-emrconnect-elevates-healthcare-finance/
CATEGORIES:Sage Intacct
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260709T080000
DTEND;TZID=America/Los_Angeles:20260709T090000
DTSTAMP:20260618T225847Z
CREATED:20260618T225147Z
LAST-MODIFIED:20260618T225847Z
UID:247730-1783584000-1783587600@www.dsdinc.com
SUMMARY:From admin to advantage: elevating HR's business value
DESCRIPTION:HR has evolved well beyond administrative work. In this session\, you will see how teams are using better data and smarter systems to step into a more strategic role\, supporting workforce decisions\, improving visibility\, and driving real impact across the business. Save your seat!
URL:https://www.dsdinc.com/event/from-admin-to-advantage-elevating-hrs-business-value/
CATEGORIES:Sage Intacct
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260709T100000
DTEND;TZID=America/Los_Angeles:20260709T110000
DTSTAMP:20260618T225941Z
CREATED:20260618T225616Z
LAST-MODIFIED:20260618T225941Z
UID:247733-1783591200-1783594800@www.dsdinc.com
SUMMARY:Use the right tool\, get the right reporting outcome for every job
DESCRIPTION:Stop forcing reports into tools that were not built for the job. This session walks through how to better align your reporting needs with the right solutions so you can move faster\, trust your numbers\, and give your team clearer\, more actionable insights when it matters most. Join us!
URL:https://www.dsdinc.com/event/use-the-right-tool-get-the-right-reporting-outcome-for-every-job/
CATEGORIES:Sage Intacct
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260924T093000
DTEND;TZID=America/Los_Angeles:20260924T110000
DTSTAMP:20260608T161313Z
CREATED:20260608T161313Z
LAST-MODIFIED:20260608T161313Z
UID:247410-1790242200-1790247600@www.dsdinc.com
SUMMARY:Sage Intacct Developer Virtual Meetup
DESCRIPTION:Sage Intacct Developer Virtual Meetup\nAttention developer community! Join us for our quarterly developer virtual meetup. Gain insight into the developer-related roadmap and provide your feedback directly to the product team. \nLearn more about: \n\nDeveloper Experience\n\nDon’t hesitate to sign up today! Stay informed\, and stay engaged with this next-level opportunity to collaborate with Sage Intacct‘s finest. \nRegister NOW >> 
URL:https://www.dsdinc.com/event/sage-intacct-developer-virtual-meetup/
CATEGORIES:Sage Intacct
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