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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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END:VEVENT
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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END:VEVENT
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260611T100000
DTEND;TZID=America/Los_Angeles:20260611T130000
DTSTAMP:20260626T184941Z
CREATED:20260604T135536Z
LAST-MODIFIED:20260626T184941Z
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\nWatch The Recording! \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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260708T100000
DTEND;TZID=America/Los_Angeles:20260708T110000
DTSTAMP:20260629T220638Z
CREATED:20260609T185934Z
LAST-MODIFIED:20260629T220638Z
UID:247476-1783504800-1783508400@www.dsdinc.com
SUMMARY:Automate AP & Close Faster with Sage Intacct
DESCRIPTION:Automate AP & Close Faster with Sage Intacct\nIs your month-end close being held hostage by manual expense reports\, lost receipts\, and slow credit card reconciliation? You’re not alone — and this month’s Tips & Tricks webinar is dedicated to fixing it. \nJoin us on Wednesday\, July 8th from 10–11 AM PT for an action-packed hour designed specifically for Sage Intacct users who are ready to take the friction out of Accounts Payable. \nIn the first half\, our Sage Intacct Practice Leader will walk through proven strategies for automating your AP workflow — from reducing manual data entry to speeding up approvals and tightening compliance ahead of year-end. \nThen\, we’re handing the floor to Sage Expense Management (formerly Fyle) — Sage’s AI-native expense platform built to work seamlessly with Sage Intacct. In a live 30-minute demo\, you’ll see exactly how leading finance teams are eliminating the busywork of expense management for good. \nYou’ll walk away knowing how to:\n✓ Capture receipts the moment spend happens — via text\, mobile app\, Gmail\, Outlook\, or Slack\n✓ Automate credit card reconciliation with any card from any bank\n✓ Sync expense data in real time with Sage Intacct using a powerful two-way integration\n✓ Enforce expense policies automatically and build flexible approval workflows\n✓ Gain real-time visibility into spend — no more waiting until month-end \nWhether you’re feeling the pressure of an upcoming year-end close or simply tired of the back-and-forth with employees over documentation\, this session will show you a faster\, smarter way forward.
URL:https://www.dsdinc.com/event/automate-ap-close-faster-with-sage-intacct/
CATEGORIES:Sage Intacct
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END:VEVENT
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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END:VEVENT
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:20260722T110000
DTEND;TZID=America/Los_Angeles:20260722T120000
DTSTAMP:20260706T202537Z
CREATED:20260706T202537Z
LAST-MODIFIED:20260706T202537Z
UID:248056-1784718000-1784721600@www.dsdinc.com
SUMMARY:Velixo Virtual Webinar - The Forecast that Actually Gets Used: How to Build For Decisions\, Not Optics
DESCRIPTION:The Forecast that Actually Gets Used: How to Build For Decisions\, Not Optics – Live Webinar\n\n\nThe objective of a forecast isn’t to impress people. It’s to help them make decisions. Yet many forecasts are built backwards. Understand what separates forecasts that influence decisions from those that get audiences confused. Hosted by Microsoft MVP\, Carl Seidman. \nCan’t make it live? Every registrant receives full access to session recordings and materials. \n\nThe forecast that gets built right never has to fight for the room.\nThe objective of a forecast isn’t to impress people. It’s to help them make decisions. Yet many forecasts are built backwards\, engineered for the presentation rather than the conversation that follows it. \nIf you’ve ever watched a forecast get ignored\, misread\, or reduced to a slide nobody questioned\, the problem usually isn’t the numbers. It’s the structure. \nThis session is built for the finance leaders who want their models to actually move the room. \n\n\n\n\nWhat We’ll Cover in 60 Minutes:\n\nWhy forecasts get ignored\, and the structural reasons most teams never fix\nHow to make assumptions visible and defensible so leadership can see\, question\, and trust them\nDesigning outputs around the questions decision-makers are actually asking\nBuilding a forecast structure that drives the right conversation\, not just a clean presentation\n\n\n\nWho Should Attend:\n\nFP&A leaders whose forecasts aren’t influencing decisions the way they should\nFinance managers building models for leadership review or board-level conversations\nControllers and analysts who want their outputs to drive action\, not confusion\nAnyone who’s ever presented a forecast and watched it land with a shrug\n\n\n\n\n\nYour Host:\nCarl Seidman\, is a highly sought-after senior corporate finance leader and authority in financial planning & analysis (FP&A)\, turnaround/ restructuring\, and finance transformation.  He advises Fortune 500 corporations and middle-market companies\, helping establish effective FP&A practices\, processes\, and teams. At the same time\, he supports financial professionals\, positioning them for greater control over their careers by helping build their competence and confidence while eliminating time-wasting activities and mistakes.  Carl is 1 of only 35 US-based Microsoft MVPs in Excel. His FP&A development methodologies and curriculum have been implemented by professional services firms and leading organizations as part of their financial leadership development programs (FLDPs) for top talent and emerging leaders. More than 13\,000 corporate finance professionals globally have attended his training programs\, workshops\, and seminars. 250\,000+ professionals have taken part in his 6 LinkedIn Learning courses\, the only FP&A-centric courses on the platform.  Carl is a Certified Public Accountant (CPA) has earned other professional credentials\, including the CIRA\, CFF\, CFE\, CGMA\, AM\, CSP\, and Certified Anaplan Model Builder.  He lives in Metro Chicago with his family. \n  \n\n\nCan’t make it live? Every registrant receives full access to session recordings and materials.
URL:https://www.dsdinc.com/event/velixo-virtual-webinar-the-forecast-that-actually-gets-used-how-to-build-for-decisions-not-optics/
CATEGORIES:Acumatica,Sage Intacct
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260805T100000
DTEND;TZID=America/Los_Angeles:20260805T110000
DTSTAMP:20260730T203606Z
CREATED:20260730T203606Z
LAST-MODIFIED:20260730T203606Z
UID:248550-1785924000-1785927600@www.dsdinc.com
SUMMARY:Sage Intacct 2026 R3 Highlights
DESCRIPTION:You’re Invited: An Exclusive First Look at Sage Intacct 2026 R3\nBefore anyone else sees it\, you will. Join DSD Business Systems for an exclusive sneak peek at everything coming in Sage Intacct 2026 Release 3 — straight from the team that knows it best. \nWhy Attend \n\nBe first: See R3 features before they’re publicly announced or documented.\nGet it straight from Consulting: Led by our Director of Consulting\, who works inside Sage Intacct with clients every day.\nReal early adopter access: Hear which new capabilities you can start exploring now\, ahead of general availability.\nNo fluff: A focused 60 minutes on exactly what’s changing and what it means for your day-to-day.\n\nRegister Today!
URL:https://www.dsdinc.com/event/sage-intacct-2026-r3-highlights/
CATEGORIES:Sage Intacct
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260806T100000
DTEND;TZID=America/Los_Angeles:20260806T103000
DTSTAMP:20260715T204559Z
CREATED:20260715T204559Z
LAST-MODIFIED:20260715T204559Z
UID:248320-1786010400-1786012200@www.dsdinc.com
SUMMARY:Rising Rates\, Smarter Mail: How Automation Can Cool Down Costs and Simplify Workflows
DESCRIPTION:Postal rates are rising and summer temperatures aren’t the only thing heating up. \nThe latest USPS changes are putting additional pressure on budgets\, workflows\, and already-stretched teams. But higher postage costs don’t have to mean more manual work or operational headaches.  \nIn just 30 minutes\, we’ll show you how organizations are responding to rising rates with mail automation\, workflow optimization\, and smarter mailing strategies that reduce costs and simplify operations.  \nThe result? A more efficient\, resilient mail operation that stays cool even when rates keep climbing.  \n🌡️ WHY ATTEND? Walk away with practical strategies to control mailing costs\, streamline workflows\, and build a smarter approach to mail management.  \n☀️ KEEP YOUR COOL AS RATES RISE \n\nOffset rising postal costs with automation and process improvements \nSimplify workflows and reduce manual mailing tasks \nImprove delivery performance and accelerate cash flow \nEliminate bottlenecks that slow down critical communications\nDiscover technologies that help future-proof your mailing operations\n\n🧊 RESERVE YOUR SPOT Register today to beat the heat of rising postal costs and discover how smarter mail can help your organization stay efficient all summer long.
URL:https://www.dsdinc.com/event/rising-rates-smarter-mail-how-automation-can-cool-down-costs-and-simplify-workflows/
CATEGORIES:Acumatica,Sage 100,Sage Intacct
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260818T110000
DTEND;TZID=America/Los_Angeles:20260818T120000
DTSTAMP:20260811T175715Z
CREATED:20260811T175715Z
LAST-MODIFIED:20260811T175715Z
UID:248838-1787050800-1787054400@www.dsdinc.com
SUMMARY:Velixo Live Workshp: Boosting FP&A Productivity with Generative AI
DESCRIPTION:Boosting FP&A Productivity with Generative AI\nLive Webinar\n\n\nThis session introduces generative AI as a hands-on productivity tool for FP&A professionals. Explore how tools like Claude\, Microsoft Copilot and Velixo Intelligence in Excel can improve and accelerate routine tasks\, from building formulas and financial models to generating assumptions\, conducting analysis\, producing status updates and dashboards\, and preparing commentary. Hosted by Microsoft MVP\, Carl Seidman. \nCan’t make it live? Every registrant receives full access to session recordings and materials. \n\n\n\n\n\n\n\n\n\n\n\n\n\nMost FP&A teams don’t need more hours. They need fewer hours spent on work that was never worth their judgment.\nNobody got into FP&A to rebuild the same formula for the fifth time\, chase down another assumption\, or reformat a dashboard nobody reads twice. But that’s where the time goes\, work that isn’t hard\, just endless\, eating the hours that should go to the analysis only a person can do. \nGenerative AI won’t build your forecast or replace your judgment. But it can clear everything in front of it (the setup\, the formulas\, the first draft of the commentary) so your expertise shows up where it actually counts. \n\n\n\n\nWhat We’ll Cover in 60 Minutes:\n\nBuilding formulas and financial models faster withClaude\,Copilot\, andVelixo Intelligence in Excel\nGenerating assumptions and input drivers instead of building them line by line\nRunning analysis\, status updates\, and dashboards with AI support\nDrafting clearer commentary and narrative reporting\n\n\n\nWho Should Attend:\n\nFP&A analysts and managers who spend significant time in Excel\nFinance professionals building forecasts\, models\, or recurring reporting packages\nAnyone curious about using AI tools without handing over their judgment or expertise\nTeams evaluating whether tools like Claude or Velixo Intelligence belong in their workflow\n\n\n\n\n\nYour Host:\nCarl Seidman\, is a highly sought-after senior corporate finance leader and authority in financial planning & analysis (FP&A)\, turnaround/ restructuring\, and finance transformation.He advises Fortune 500 corporations and middle-market companies\, helping establish effective FP&A practices\, processes\, and teams. At the same time\, he supports financial professionals\, positioning them for greater control over their careers by helping build their competence and confidence while eliminating time-wasting activities and mistakes.Carl is 1 of only 35 US-based Microsoft MVPs in Excel. His FP&A development methodologies and curriculum have been implemented by professional services firms and leading organizations as part of their financial leadership development programs (FLDPs) for top talent and emerging leaders. More than 13\,000 corporate finance professionals globally have attended his training programs\, workshops\, and seminars. 250\,000+ professionals have taken part in his 6 LinkedIn Learning courses\, the only FP&A-centric courses on the platform.Carl is a Certified Public Accountant (CPA) has earned other professional credentials\, including the CIRA\, CFF\, CFE\, CGMA\, AM\, CSP\, and Certified Anaplan Model Builder.He lives in Metro Chicago with his family. \nEvent Date & Time:\nAugust 18\, 2026|2:00PM – 3:00 PM (ET)\, Zoom\n\n  \nRegister Today!
URL:https://www.dsdinc.com/event/boosting-fpa-productivity-with-generative-ai/
CATEGORIES:Acumatica,Sage Intacct
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260819T110000
DTEND;TZID=America/Los_Angeles:20260819T120000
DTSTAMP:20260727T155159Z
CREATED:20260608T160514Z
LAST-MODIFIED:20260727T155159Z
UID:247404-1787137200-1787140800@www.dsdinc.com
SUMMARY:Sage Intacct Release 3 Highlights
DESCRIPTION:Join your peers to hear the highlights of Sage Intacct 2026 Release 3.\nWe’ll highlight the newest software features. \nLet you know what level of effort is needed for each feature: \n\nStart using it today\nAction required\nAdditional Subscription required\nTell you where to find more information and get the most out of each release!\n\nDiscover what’s new in Sage Intacct | Unlock High performance and maximize your business impact. \nRegister TODAY! 
URL:https://www.dsdinc.com/event/sage-intacct-release-3-highlights/
CATEGORIES:Sage Intacct
ATTACH;FMTTYPE=image/png:https://www.dsdinc.com/wp-content/uploads/2026/06/Sage-Intacct-release-3-highlights-virtual-meetup-1-scaled.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260825T100000
DTEND;TZID=America/Los_Angeles:20260825T104500
DTSTAMP:20260727T154920Z
CREATED:20260721T165953Z
LAST-MODIFIED:20260727T154920Z
UID:248404-1787652000-1787654700@www.dsdinc.com
SUMMARY:Reporting with Enhanced Lists\, virtual Meetup
DESCRIPTION:Reporting with Enhanced Lists\, virtual Meetup\n\nDate:  Tuesday\,  Aug 25\, 2026\nTime: 12:00 p.m. – 12:45 p.m. CT  \nNeed information quickly\, but don’t want to build a custom report? Enhanced lists can help you turn everyday lists into reporting tools. \nJoin Danielle Munch\, Principal Instructional Designer at Sage and Reporting Expert\, to explore practical ways to use enhanced lists as your first stop for reporting\, helping you get the information you need before investing time in custom reports. \nRegister TODAY!
URL:https://www.dsdinc.com/event/reporting-with-enhanced-lists-virtual-meetup/
CATEGORIES:Sage Intacct
ATTACH;FMTTYPE=image/png:https://www.dsdinc.com/wp-content/uploads/2026/07/Reporting-with-Enhanced-Lists-virtual-Meetup-1-scaled.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260903T110000
DTEND;TZID=America/Los_Angeles:20260903T113000
DTSTAMP:20260827T221256Z
CREATED:20260827T221017Z
LAST-MODIFIED:20260827T221256Z
UID:249071-1788433200-1788435000@www.dsdinc.com
SUMMARY:Sage HCM 30 Minute Spotlight: HR Made Simple
DESCRIPTION:Join us for a 30-minute session designed for our Sage client community\, exploring how Sage HCM’s Human Resources module can simplify the way you manage your people. \nWe’ll walk through how Sage HCM helps you: \n– Build an employee management system that mirrors your actual org structure\n– Store\, sign\, and manage employee documents in one secure place\n– Run benefits administration — from open enrollment to ACA compliance — without the manual headaches\n– Handle time off\, scheduling\, and job assignments with less back-and-forth\n– Give employees and managers self-service access to reduce admin on both sides
URL:https://www.dsdinc.com/event/sage-hcm-30-minute-spotlight-hr-made-simple/
CATEGORIES:Sage 100,Sage HCM,Sage Intacct
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260908T100000
DTEND;TZID=America/Los_Angeles:20260908T110000
DTSTAMP:20260817T155438Z
CREATED:20260817T154954Z
LAST-MODIFIED:20260817T155438Z
UID:248871-1788861600-1788865200@www.dsdinc.com
SUMMARY:Making Expense Management Effortless
DESCRIPTION:Making Expense Management Effortless\nJoin us for a simulive webinar featuring Sage Expense Management and see how organizations are transforming expense management from a manual\, time-consuming process into a more automated workflow. \nDiscover how businesses are helping employees submit expenses faster\, reducing manual processing\, improving compliance\, and gaining real-time visibility into spending. \nYou’ll also see how organizations are reducing coding errors\, accelerating reconciliation\, and creating a smoother path from receipt capture through reimbursement and Sage Intacct. \nAttendees can ask questions throughout the simulive session and receive answers from the live Q&A team. Register Today!
URL:https://www.dsdinc.com/event/making-expense-management-effortless/
CATEGORIES:Sage Intacct
ATTACH;FMTTYPE=image/png:https://www.dsdinc.com/wp-content/uploads/2026/08/SI-Making-Expense-Management-Effortless-.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260915T100000
DTEND;TZID=America/Los_Angeles:20260915T110000
DTSTAMP:20260817T160201Z
CREATED:20260817T160201Z
LAST-MODIFIED:20260817T160201Z
UID:248874-1789466400-1789470000@www.dsdinc.com
SUMMARY:Transform Workforce Data into Better Financial Decisions
DESCRIPTION:Transform Workforce Data\nFinance and HR leaders are being asked to do more with less while managing rising labor costs\, increasingly complex workforce operations\, and growing expectations for timely business insight. But when HR\, payroll\, and financial data live in separate systems\, teams can spend valuable time reconciling information\, reporting can become inconsistent\, and leaders may be left making decisions without a complete picture of their workforce. \nJoin us for “Transform Workforce Data into Better Financial Decisions” to explore how bringing HR\, payroll\, and financial data together can help organizations reduce manual work\, improve financial visibility\, strengthen workforce planning\, and create a trusted foundation for better decision-making. \nThrough real-world examples\, we’ll show how a connected approach to workforce and financial management can simplify reporting and everyday processes\, strengthen collaboration between Finance and HR\, and provide greater visibility into workforce costs and performance. \nWhether you’re focused on improving operations today or preparing your organization for automation and AI tomorrow\, you’ll leave with practical strategies for connecting workforce and financial information to support smarter planning\, greater efficiency\, and better business outcomes. Register Today!!
URL:https://www.dsdinc.com/event/transform-workforce-data-into-better-financial-decisions/
CATEGORIES:Sage Intacct
ATTACH;FMTTYPE=image/png:https://www.dsdinc.com/wp-content/uploads/2026/08/SI-Transform-Workforce-Data.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260916T094500
DTEND;TZID=America/New_York:20260916T143000
DTSTAMP:20260824T163533Z
CREATED:20260824T153306Z
LAST-MODIFIED:20260824T163533Z
UID:249013-1789551900-1789569000@www.dsdinc.com
SUMMARY:Sage Intacct Meetup In Person - New York City
DESCRIPTION:Sage Intacct Meetup In Person – New York City\n\n\nDate: Wednesday\, September 16\, 2026\nTime:  9:45 a.m. – 2:30 p.m. ET\n\nLocation: New York City\n\nThis is a free event for customers\, partners\, and prospects. Lunch will be provided and paid for by Sage.Registration is required. \nAdvance your knowledge: Hear from Product Management and Sage Intacct experts to get ahead. \nConnect and share: Network with local customers to share insights and discover how others are using Sage Intacct. Register Today! 
URL:https://www.dsdinc.com/event/sage-intacct-meetup-in-person-new-york-city/
CATEGORIES:Sage Intacct
ATTACH;FMTTYPE=image/png:https://www.dsdinc.com/wp-content/uploads/2026/08/Sage-Intacct-Meetup-In-Person-New-York-City-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260916T100000
DTEND;TZID=America/Los_Angeles:20260916T120000
DTSTAMP:20260903T201140Z
CREATED:20260903T200244Z
LAST-MODIFIED:20260903T201140Z
UID:249120-1789552800-1789560000@www.dsdinc.com
SUMMARY:Budgeting in the Era of AI
DESCRIPTION:Live Finance Workshop\n  \nThe 2027 budget calendar is already moving. The assumptions that shape next year get set before the first template goes out. Join us for a free two-part workshop on making sure yours are the assumptions that hold up. \nWhat you’ll learn:\n• How to set up your 2027 budget process from kickoff\, with clear guardrails and ownership before templates go out\n• How to build a first-pass budget as a driver-based forecasting bridge\, from actuals to target\nAI can generate a budget in seconds now. It can’t tell you if the drivers behind it are the right ones\, and it definitely can’t stand in a leadership meeting and explain them. \nJoin us September 16 for two free sessions: Natasha Sabelli\, CPA on setting up a 2027 budget process that holds together from kickoff to approval\, and Carl Seidman\, CPA on building a first-pass budget that stands up to scrutiny\, using a forecasting bridge.
URL:https://www.dsdinc.com/event/live-finance-workshop-budgeting-in-the-era-of-ai/
CATEGORIES:Acumatica,Sage Intacct
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260923T110000
DTEND;TZID=America/Los_Angeles:20260923T113000
DTSTAMP:20260903T160948Z
CREATED:20260902T225809Z
LAST-MODIFIED:20260903T160948Z
UID:249113-1790161200-1790163000@www.dsdinc.com
SUMMARY:Sage 100 to Intacct: Growing Into the Cloud Lunch and Learn
DESCRIPTION:Join us for a 30-minute  lunch and learn designed for our Sage client community\, exploring how making the move from Sage 100 to Sage Intacct can transform the way your finance team operates. Register now and we’ll send you a $40 Grubhub gift card ahead of the event — lunch is on us. \nWe’ll walk through how Sage Intacct helps you: \n– Close the books in days\, not weeks\, by automating manual reconciliations and reporting\n– Consolidate multiple entities in minutes with automated eliminations and a shared chart of accounts\n– Get real-time visibility into financial performance with customizable dashboards and reporting\n– Scale confidently in the cloud\, with remote access\, seamless integrations\, and automatic updates\n– Free up your IT team by eliminating infrastructure maintenance and manual upgrades
URL:https://www.dsdinc.com/event/sage-100-to-intacct-growing-into-the-cloud-lunch-and-learn/
CATEGORIES:Sage 100,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
ATTACH;FMTTYPE=image/png:https://www.dsdinc.com/wp-content/uploads/2026/06/Developer-e1780934982362.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261007T100000
DTEND;TZID=America/Los_Angeles:20261007T103000
DTSTAMP:20260922T065807Z
CREATED:20260922T065807Z
LAST-MODIFIED:20260922T065807Z
UID:249393-1791367200-1791369000@www.dsdinc.com
SUMMARY:Cash In\, Stress Out: Modernizing AR for Visibility and Year-End Readiness
DESCRIPTION:Cash In\, Stress Out: Modernizing AR for Visibility and Year-End Readiness\n\nTuesday\, October 7  |  10:00 AM PT / 1:00 PM ET\nAs year-end approaches\, finance teams are under pressure to improve cash flow\, strengthen forecasting\, and close the books with confidence. Yet manual accounts receivable processes often create delays\, limit visibility\, and make collections more challenging. \nPowered by DSD + Quadient\nJoin us and our partner Quadient to learn how modern AR strategies can help organizations gain real-time insight into receivables\, accelerate collections\, and improve financial readiness before year-end. Featuring subject matter experts from Quadient\, this session will share practical guidance on leveraging automation\, actionable analytics\, and streamlined workflows to reduce risk\, improve working capital\, and give finance teams greater control over cash flow. \nWhat You’ll Learn\n\nIncrease visibility into AR performance and cash flow\nAccelerate collections and reduce manual effort with automation\nEnhance customer payment experiences while driving faster payments\nExplore real-world scenarios and best practices\nexperts\n\nRegister Today! 
URL:https://www.dsdinc.com/event/cash-in-stress-out-modernizing-ar-for-visibility-and-year-end-readiness/
CATEGORIES:Sage 100,Sage Intacct
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261022T113000
DTEND;TZID=America/Los_Angeles:20261022T130000
DTSTAMP:20260921T160836Z
CREATED:20260921T160311Z
LAST-MODIFIED:20260921T160836Z
UID:249362-1792668600-1792674000@www.dsdinc.com
SUMMARY:Keys to success in your first 100 days and beyond\, virtual meetup
DESCRIPTION:Date: Thursday\, October 22\, 2026\nTime: 11:30 a.m. – 1:00 p.m. CT \nAre 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: \n\nProduct management overview\nReporting\nSage University\nCommunity\nCustomer support\nProfessional Services\nand more!\n\nIn this session\, you’ll learn about foundational components including: \n\nDates in Reporting\nAccount Groups\nNotification Strategies\nManage Views and Lists\n\nWe look forward to your meetup participation!
URL:https://www.dsdinc.com/event/keys-to-success-in-your-first-100-days-and-beyond-virtual-meetup/
CATEGORIES:Sage Intacct
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261118T110000
DTEND;TZID=America/Los_Angeles:20261118T113000
DTSTAMP:20260921T160748Z
CREATED:20260921T160748Z
LAST-MODIFIED:20260921T160748Z
UID:249365-1794999600-1795001400@www.dsdinc.com
SUMMARY:Sage Intacct release 4 highlights\, virtual meetup
DESCRIPTION:Date: Wednesday\, November 18\, 2026\nTime: 1:00 – 1:30 p.m. CT \nJoin your peers to hear the highlights of our 2026 Release 4. \nWe’ll highlight the newest software features. \nLet you know what level of effort is needed for each feature: \n\nStart using it today\nAction required\nAdditional Subscription required\nTell you where to find more information and get the most out of each release!\n\nDiscover what’s new in Sage Intacct | Unlock High performance and maximize your business impact. \nRegister Today!
URL:https://www.dsdinc.com/event/sage-intacct-release-4-highlights-virtual-meetup/
CATEGORIES:Sage Intacct
ATTACH;FMTTYPE=image/png:https://www.dsdinc.com/wp-content/uploads/2026/09/Sage-Intacct-release-4-highlights-virtual-meetup.png
END:VEVENT
END:VCALENDAR