Optimization for Financial Services with Sage Intacct
2025-08-21 10:00 - 11:00 (America/Los_Angeles)
Finance is moving fast—are you keeping up?
Join us for a high-impact session tailored for finance leaders navigating today’s rapidly evolving landscape. Discover how Sage Intacct can help you streamline operations, gain real-time visibility, and drive smarter, faster decisions across your organization.

AI in finance: Cut through the hype to real-world results
2025-08-26 11:00 - 12:00
AI is everywhere- but for finance leaders, it’s often unclear what it really does or how it drives results.
In this webinar, our expert panel—Jeremiah Edwards, Director of Machine Learning – Sage Ai, Hilary Duffy, Director of Product Marketing – Sage Ai, and Pooja Pewekar, Sr. Product Marketing Manager – Sage Intacct, will show how AI helps finance teams move faster, work smarter, and make better decisions.
You’ll learn to:

Cut through the noise and explore practical AI applications that truly make a difference in finance.
See real-world examples where AI has driven measurable success.
Discover key steps to set your AI implementation projects up for success.

First Login to First Win: Your Roadmap to Results with Sage
2025-08-28 11:00 - 11:40
Join this webinar to learn how to:

Use Sage CoPilot, your built-in AI assistant, to take repetitive tasks off your plate.
Build dashboards in minutes that drive real-time decisions.
Customize your workspace so it works the way you do.
Automate reports and streamline your month end process.
Stay connected with Sage Community, Sage University, and your partner.

Whether you’re just getting comfortable or ready to go further, this session gives you quick wins that will make your life easier and your business smarter.

Date: August 28, 2025 at 11am PT / 2pm ET
Time: 40 minutes session with a 5 minutes Q/A
Hosted by: Linda Pinion, Sage Principal Solution Consultant

Live Webinar: Accounting Life: Sports
2025-09-04 11:00 - 12:00
Accountants are often cast as the underdogs—burnt out, buried in spreadsheets, and barely holding the line. But what if the accounting department could operate more like a championship team?

In this sporty new spin on our popular Accounting Life series, we’re trading stress for strategy and monotony for momentum. From fumbled invoices to unforced errors in approvals, we’ll break down how outdated processes are slowing your team down—and what you can do to bounce back stronger.

🏆 Join us for a lively, fast-paced webinar where we’ll coach you through:

The everyday process pitfalls that keep accounting teams on defense
Game-changing improvements that increase speed, accuracy, and team morale
Real-world plays from finance pros who turned chaos into coordination

Ready to level up your workflow and go from overtime to optimized?

Register now and get back in the game with smarter, smoother accounting!

Streamlining Fixed Asset Management with Sage Intacct
2025-09-09 10:00 - 11:00
Are you looking to gain better visibility into your asset’s financial performance? Join us to learn how Sage Intacct can help streamline your Fixed Asset Management.
Highlights:

Current challenges managing Fixed Assets
Best practices to report on costs and revenue tied to Assets
Automating the depreciation
Real-world customer stories

The CFO's guide to digitized finance
2025-09-09 11:00 - 11:30
The landscape of finance is undergoing a digital revolution fueled by Artificial Intelligence (AI). Small and mid-sized businesses (SMBs) that embrace this transformation will unlock a world of opportunity.
Join us for our webinar with Amy Moon, Solutions Consultant at Sage, and discover proven, actionable strategies to overcome common finance challenges and embrace the digital future:

Eliminating errors and streamlining time-consuming tasks to reclaim precious hours.
Integrating data from across your organization for a holistic financial picture, freeing you to focus on strategic initiatives.
Leveraging analytics to gain valuable market insights and make smarter decisions, reducing stress and improving work-life balance.

An Overview of Sage Fixed Assets Management
2025-09-10 09:00 - 10:00
Come hear our experts share how your organization can unlock the full potential of your asset management with Sage Fixed Assets Management to streamline the entire fixed asset life cycle from acquisition to disposal.
We will feature:

Explore Key Features: Get an in-depth look at the core features of our fixed assets application, including asset tracking, depreciation management, and compliance reporting.
Streamline Your Processes: Learn how to automate and streamline asset management tasks to save time, reduce errors, and improve accuracy.
Enhance Reporting: Discover how to generate comprehensive reports and analytics to make data-driven decisions and maintain accurate records.
Ask the Experts: Engage with our team of experts during a Q&A session to address your specific questions.
and more

Master Budget Imports: Tips for Seamless Uploads in Sage Intacct
2025-09-10 10:00 - 10:30
Join our Sage Intacct Consulting Team for a focused 45-minute webinar on Master Budget Import. Learn how to prepare budget data, use Sage Intacct’s import templates, and avoid common upload issues. We’ll cover essential tips to streamline your process, ensure data accuracy, and help your finance team gain quick insights from budget uploads—no matter your experience level.

Washington, D.C. - In person Meetup
2025-09-17 07:30 - 12:00
Location: Embassy Suites by Hilton Washington, D.C. Convention Center
900 10th Street NW,
Washington, District of Columbia, 20001
Onsite room: Capital C, D
Join your fellow DC Sage Intaccters to increase your knowledge, hear the latest product management update, and learn about dashboards and reporting. We look forward to seeing you in DC!

How to Optimize Project Success with Sage Intacct
2025-09-17 10:00 - 11:00
Want to learn how Sage Intacct can help you start and finish your projects on time, while staying on top of project costing and billing? Join us to explore how AI-powered tools and smart workflows can improve time entry, expense tracking, and forecasting.
Highlights:

Common challenges in project workflows
Best practices for managing project costs and billing
AI-powered time entry and expense tracking
Improving future project estimates with better data

Developer - Virtual meetup
2025-09-18 09:30 - 11:00
Attention 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.
Learn more about:

Developer experience

Don’t hesitate to sign up today! Stay informed, and stay engaged with this next-level opportunity to collaborate with Sage Intacct’s finest.

Keys to success in your first 100 days and beyond
2025-09-25 09:30 - 11:00
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!

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.

Transform Your Finances: Master Spend Management
2025-10-15 09:00 - 10:00
Are you ready to take control of your organization’s spending? Join us for an enlightening webinar and discover how our Spend Management solution can revolutionize the way you handle expenses.
We will feature:

Key Features: Dive into the powerful features of our spend management application, including expense tracking, budget control, approval workflows, and vendor management.
Enhance Financial Oversight: Learn how to gain real-time visibility into your spending, identify cost-saving opportunities, and ensure compliance with your financial policies.
Automate and Simplify: Discover how automation can streamline your spend management processes, from invoice approvals to expense reimbursements, reducing manual work and errors.
Optimize Budgeting: Explore tools and strategies for effective budgeting, forecasting, and financial planning, tailored to your organization’s needs.
and more

FEWER ERRORS, FASTER RESULTS: Best Practices for Sage Intacct Imports
2025-10-15 10:00 - 10:30
Join our Sage Intacct Consulting Team for a focused 30-minute webinar on Intacct Imports. Learn how to prepare your source files, use Sage Intacct’s import templates effectively, and troubleshoot common errors. We’ll walk through best practices to save time, reduce manual entry, and ensure accurate data uploads across key modules. Whether you’re importing transactions, master records, or budgets, this session will give you the tools and confidence to make your imports smooth and successful—no matter your experience level.

Software Industry
2025-10-16 09:30 - 11:00
Come join the incredible user community of SaaS/technology finance leaders building on Sage Intacct.

Hear the macro-trends peers are facing, and how Sage is helping you automate to scale and optimize
Learn the latest product enhancements across accounting, FP&A, payroll, rev rec, billing, and A/P
Leverage the Modern SaaS Finance Academy to grow your skills in your career

We will be featuring:

A panel of peers on how they have reduced Days Sales Outstanding (DSO), increased cash flow, and forecasted their future
Easy-to-adopt features to help you automate and report
Q&A with product leaders

We look forward to connecting!

Going beyond financial statements with Financial Report Writer
2025-10-23 09:30 - 11:00
Come learn how to use the Financial Report Writer to create reports that show dimensions on the rows, and account groups and other data in the columns. In this session, an expert will show you how to create dimension groups and dimension structures, and use them to build a dimension-based report. We’ll also explore using custom fields on dimensions to group them for reporting purposes.

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.

A high-performance framework for Senior Living Finance Leaders
2025-11-04 12:00 - 13:00
Senior living finance is under pressure. Rising costs, staffing shortages, and complex funding models mean finance teams must do more with less, without sacrificing quality of care.
Join Skylar Bouhadana, Director of Finance at Avamere, and Melissa O’Dowd, Healthcare Industry Lead at Sage, to explore how leading teams are navigating change with confidence:

Automate manual processes and connect fragmented systems
Reduce staff burnout and improve retention
Modernize and scale finance across communities
Use trusted data and AI to drive smarter decisions

Sage Intacct​ 2025 R4 Highlights​
2025-11-05 11:00 - 12:00
Join us for our upcoming Sage Intacct Quarterly Release Webinar, where we’ll explore the latest features and enhancements of Sage Intacct’s newest update.
Discover the latest Sage Intacct innovations tailored for you! Our expert DSD team will guide you through cutting-edge advancements, unveiling powerful features that can transform your financial management. Don’t miss this exclusive opportunity to stay ahead of the curve and maximize your Sage Intacct experience. Join us for an insider’s look at the most impactful updates for our valued DSD customers!
In this concise 60-minute session:

Provide an overview of the key features in the latest Sage Intacct release
Highlight important user interface updates
Discuss critical items to be aware of for maximizing your Sage Intacct experience
Customization Opportunities in Sage Intacct
Interactive Q&A session to address your specific questions

The Best of Sage Intacct | 5 Pillars: Dashboards, Reporting, ERP Foundation, Configurable Business Processes and Integrations
2025-11-13 09:00 - 11:00
Join us to learn about the 5 pillars for your success:

Dashboards
Reporting
ERP Foundation
Configurable Business Processes
Integrations

We’ll dive into live product demos to outline each area and have experts in attendance to answer your questions.
You’ll learn how to build a dashboard, explore reporting solutions and more.

Maximizing Projects - Virtual Event
2025-11-18 09:30 - 11:00
The building blocks of projects with our experts!
Whether your company is managing projects at a basic level or needs full costing and billing, this session will provide key steps to success:

Setting up the project
Identifying and tracking tasks and activities for timely billing and assigning resources to the project
Capturing all the material, time and expense cost for a project is critical to compare actual to budget for accurate reporting.

If you are a project manager, an employee user or the billing expert, this session will cover all the project related functionality you need to be successful.

Future in Focus: Excel Your Planning and Forecasting for Nonprofits
2025-11-19 07:00 - 13:00
A complimentary virtual conference designed for nonprofit finance leaders using Sage Intacct. Learn how to future-proof your budgeting, simplify reporting, and empower your team through live ERP-Excel connections. Earn CPE credits*, too!
Can’t make it live? Every registrant receives full access to session recordings and materials.
* Attendees who attend and complete required engagement activities in all sessions can earn a total of 3.6 CPE credits for this virtual conference. Further information on CPE credits will be sent shortly ahead of the event

From Sage Intacct to Insight: Building Smarter Reports in Excel with Velixo
2025-12-03 08:30 - 09:30
Join us for an exclusive webinar to discover how Velixo’s award-winning software helps you maximize your Sage Intacct financial reporting, budgeting, and automation.
Velixo is a multi-awarded reporting, budgeting & automation software with a perfect customer satisfaction score. Velixo seamlessly integrates the power and flexibility of Excel to Sage Intacct in real-time, bidirectionally – opening the doors to organizations of any size, and any industry to create advanced and dynamic reports, and to automate & push their Excel data back to Sage Intacct in real-time.
Why Attend?
Learn how thousands of happy customers around the world use Velixo for: multi-dimensional financial reporting & analysis, budgeting & forecasting, financial consolidation, live allocations of journal entries, budgets by dimensions, report distribution by email, or creating entries in any object from Excel data.

Create Dynamic Reports: Use Excel-like functions to generate advanced, multi-dimensional financial statements or operational reports with ease.
Automate Tasks: Eliminate manual data exports and streamline budgeting, forecasting, and financial consolidation.
Enhance Reporting: Drill down into transaction details, push data updates in real-time, and distribute reports effortlessly.
Leverage AI & Automation: Utilize Excel Copilot for AI-based insights and integrate with Microsoft 365 for enhanced workflows and collaboration.
Use Pre-Built Templates: Leverage dozens of pre-built Templates, or plug-and-play Velixo functions on your existing workbooks.

Webinar Details:

Date: Wednesday, December 3, 2025
Time: 11:30 AM – 12:30 PM (EST)

Don’t miss this chance to see how Velixo can modernize your business. Register now and take your reporting to the next level! We look forward to having you attend the event!

Financial Services Industry
2025-12-04 09:30 - 11:00
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
Highlighted resources and release updates that help you get the most out of Sage Intacct
Open Q&A

…and more!

Getting started with AP Automation
2025-12-04 09:30 - 11:00
In this session, we’ll highlight:

How AP Automation and AP Automation with Purchasing work
How to get started
Future roadmap functionality

We’ll feature:

How to upload or email a bill
Reviewing and posting incoming bills
Handling common import issues
Highlight Sage University, Help Center, and Community resources
Open Q&A
…and more!

Nonprofit Industry
2025-12-09 09:30 - 11:00
Join your nonprofit peers to learn about best practices, product updates, and more from our experts.
In this session we’ll highlight:

Nonprofit industry trends
Key product functionality and innovation that is relevant to Nonprofits

We’ll highlight resources and release updates that help you get the most out of Sage Intacct, have an open Q&A, and more!

Gear Up for Success
2025-12-10 09:00 - 10:00
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

Simplify 2026 1099 Season with Sage Intacct
2025-12-10 10:00 - 10:30
Join us as we walk through the essential steps to prepare your 2026 1099s with confidence and accuracy. This session will cover best practices for vendor setup, data verification, and reporting within Sage Intacct to ensure smooth year-end processing. You’ll also learn time-saving tips and troubleshooting strategies to help you stay compliant and avoid common filing errors.

Month-End and Year-End Closing in Sage Intacct
2026-01-14 11:00 - 12:00
Did you know that you don’t HAVE to close periods in Sage Intacct to continue using the system year over year? Of course, it is best practice, but Sage Intacct makes it very easy for accountants to customize their month-end and year-end closing processes to fit your requirements. Agenda:

Welcome -Best Practice Steps to Close Periods in Sage Intacct *Including live demonstrations*
Tips & Tricks -Common Issues and How to Resolve
Attendee Questions
Closing Remarks

Join us to learn the best practice closing process in Sage Intacct, along with helpful tips and tricks to help you save time and actually look forward to closing your books!
