Acumatica’s Modern UI represents an important evolution in the user experience, bringing a more modern look and feel, new personalization capabilities, and changes in how users interact with screens and data. In this session, we’ll explore why the Modern UI is being introduced, what’s different from the classic experience, key...
Achieve Financial Agility and Real-Time Insights in Today's Dynamic Business Environment Agility and real-time insights are paramount in today’s dynamic business landscape. Explore how Acumatica’s comprehensive business management system can revolutionize your company’s financial operations. Join business executives, finance professionals, and accounting professionals in discovering how to: Simplify financial management...
Tuesday, June 2nd, 2026: Use Cases for AI in Velixo Reporting & Analysis (Sage Intacct) Presenter: Jim Norton, CPA, Evangelist & Senior Product Manager, Velixo NOTE: There will be NO Excel file provided in the post-session materials for this presentation. Designing report layouts, fixing broken formulas, and explaining variances takes real time on every...
The Modern B2B Order Lifecycle: From Click to Cash B2B buyers expect fast, seamless, self-service experiences, but most backend systems aren’t built to deliver. In this webinar, we’ll walk through the modern B2B order lifecycle powered by CIMcloud, your ERP and StarShip, showing how to eliminate manual work, improve visibility,...
Bank Reconciliation Basics in Sage Intacct Wednesday, June 10, 2026 | 10:00–10:30 AM PDT Join 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...
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 Can’t make it live? Every registrant receives full access to session recordings and materials. Your team got smaller. The work didn’t. Headcount...
Supply chains are no longer facing just one challenge at a time Tariffs, 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. Join this live discussion on June 11th to hear how businesses are...
Navigate shifting trade policy with confidence Global trade policy is moving fast — tariffs are evolving, de minimis rules are under pressure, and legal challenges like IEEPA are reshaping enforcement. Join Avalara experts for timely insights to help you assess risk, protect margins, and plan ahead. What you’ll learn: Why...
Tuesday, June 16th, 2026: Features and Functions You May Have Missed (Acumatica) Presenter: Jim Norton, CPA, Evangelist & Senior Product Manager, Velixo Session description coming soon! Learn more >> Register Now
See how AI connects tax research, exemptions, AP, and returns Generic AI can generate answers, but tax teams need consistency, traceability, and control. See how Avalara applies purpose-built AI across research, exemption handling, and AP review and managed returns to help teams move faster, reduce exposure, and stay in charge....
Five Ways Foundations Can Manage Endowments And Measure Impact Gain valuable insights, connect with industry experts, and take your knowledge to the next level. Foundations require long-term financial planning that balances grantmaking goals with sustainability. Successful foundations plan multi-year budgets, manage endowments, and align financial planning with mission impact. Attend...
Tax compliance is growing more complex, becoming more digital, and moving faster than ever before. As states face budget pressures and global trade uncertainty continues, businesses are navigating a wave of new tax policies impacting sales tax, digital services, AI, tariffs, marketplace transactions, and cross-border commerce. Join a panel...
