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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:20260604T100000
DTEND;TZID=America/Los_Angeles:20260604T110000
DTSTAMP:20260526T162444Z
CREATED:20260526T162444Z
LAST-MODIFIED:20260526T162444Z
UID:247008-1780567200-1780570800@www.dsdinc.com
SUMMARY:The Modern B2B Order Lifecycle: From Click to Cash
DESCRIPTION:The Modern B2B Order Lifecycle: From Click to Cash\nB2B buyers expect fast\, seamless\, self-service experiences\, but most backend systems aren’t built to deliver. \nIn 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\, and create a fully connected experience from order to delivery. \nRegister Now 
URL:https://www.dsdinc.com/event/the-modern-b2b-order-lifecycle-from-click-to-cash/
CATEGORIES:Acumatica
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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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260616T080000
DTEND;TZID=America/Los_Angeles:20260616T090000
DTSTAMP:20260608T163251Z
CREATED:20260608T163251Z
LAST-MODIFIED:20260608T163251Z
UID:247413-1781596800-1781600400@www.dsdinc.com
SUMMARY:Avalara Trade and Tariff Tuesdays | Virtual Event
DESCRIPTION:Navigate shifting trade policy with confidence\n  \n\n\nGlobal 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. \n  \n\n\nWhat you’ll learn:  \n\nWhy recent U.S. and global tariff shifts matter for your 2026 strategy\nHow the U.S. Supreme Court decision on IEEPA could reshape enforcement and trade strategy\nWhat potential de minimis changes mean for importers and ecommerce sellers\nHow to proactively manage compliance gaps before they impact costs\nWhen trade policy changes require a review of your cross-border strategy\nHow automation can help you adapt faster to regulatory change\n\nUnable to attend? Register now and we’ll send you a link to view the webinar recording on demand. Or register for an upcoming webinar in the series.
URL:https://www.dsdinc.com/event/avalara-trade-and-tariff-tuesdays-virtual-event/
CATEGORIES:Avalara
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260616T110000
DTEND;TZID=America/Los_Angeles:20260616T113000
DTSTAMP:20260526T191104Z
CREATED:20260526T191104Z
LAST-MODIFIED:20260526T191104Z
UID:247014-1781607600-1781609400@www.dsdinc.com
SUMMARY:Velixo Elevate Series: Features and Functions You May Have Missed (Acumatica)
DESCRIPTION:Tuesday\, June 16th\, 2026: Features and Functions You May Have Missed (Acumatica)\nPresenter: Jim Norton\, CPA\, Evangelist & Senior Product Manager\, Velixo \nSession description coming soon! \nLearn more >> \nRegister Now
URL:https://www.dsdinc.com/event/velixo-elevate-series-features-and-functions-you-may-have-missed-acumatica/
CATEGORIES:Acumatica
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260624T080000
DTEND;TZID=America/Los_Angeles:20260624T090000
DTSTAMP:20260608T165149Z
CREATED:20260608T164320Z
LAST-MODIFIED:20260608T165149Z
UID:247416-1782288000-1782291600@www.dsdinc.com
SUMMARY:From research to remittance: How agentic AI executes tax end to end
DESCRIPTION:See how AI connects tax research\, exemptions\, AP\, and returns\n\n\nGeneric 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. \n  \n\n\nFollow one transaction across research\, exemption handling\, and AP review\nWhat you’ll learn in this webinar: \n\nWhy generic AI falls short in tax\, and what a purpose-built approach needs to deliver\nThe role of AI-powered tax research in delivering faster\, citation-backed answers to complex taxability questions\nWays exemption workflows can validate forms\, flag issues early\, and help reduce rebills and audit friction\nWhere AI in AP can surface overcharged and undercharged tax before issues move downstream\nHow research\, documentation\, and execution improve when connected across a single platform\nKey considerations for tax\, finance\, and IT leaders building an AI road map with governance and control in mind\nHow Avalara helps teams move from disconnected tasks to a more connected tax execution model\n\nRegister Today!
URL:https://www.dsdinc.com/event/from-research-to-remittance-how-agentic-ai-executes-tax-end-to-end/
CATEGORIES:Avalara
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260624T100000
DTEND;TZID=America/Los_Angeles:20260624T130000
DTSTAMP:20260507T210759Z
CREATED:20260507T210759Z
LAST-MODIFIED:20260507T210759Z
UID:246769-1782295200-1782306000@www.dsdinc.com
SUMMARY:Five Ways Foundations Can Manage Endowments And Measure Impact
DESCRIPTION:Five Ways Foundations Can Manage Endowments And Measure Impact\n\n\nGain valuable insights\, connect with industry experts\, and take your knowledge to the next level.\n\n\nFoundations 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 this webinar to learn best practices for forecasting\, reporting\, and board communication. \nLearning Objectives: \n\n\nBuild multi-year budgets aligned with grantmaking strategies \n\n\nForecast endowment income and spending scenarios \n\n\nImprove financial reporting for boards and stakeholders \n\n\nConnect financial planning to long-term mission impact \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/five-ways-foundations-can-manage-endowments-and-measure-impact/
CATEGORIES:Acumatica,Sage 100,Sage 300
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260630T080000
DTEND;TZID=America/Los_Angeles:20260630T090000
DTSTAMP:20260608T165046Z
CREATED:20260608T165046Z
LAST-MODIFIED:20260608T165046Z
UID:247419-1782806400-1782810000@www.dsdinc.com
SUMMARY:Avalara Tax Changes 2026 Midyear Update: Navigating the new tax landscape and emerging trends
DESCRIPTION:Tax compliance is growing more complex\, becoming more digital\, and moving faster than ever before.\n  \n\n\nAs 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. \nJoin a panel of tax experts from Ryan and Avalara for a midyear look at the most significant 2026 tax developments and what they mean for your business. \n  \n\n\nSpecifically\, you’ll learn about:\n\nHow sales tax bases are expanding\nThe growth of digital advertising and social media taxes\nThe evolving rules of online sellers and marketplaces\nEmerging trends such as AI taxability\nHow operational tax rules are changing\nHow tariffs and de minimis changes are reshaping global trade\n\nJoin us TODAY! \nLive attendees are eligible to earn 1 CPE credit. Can’t attend live? Register to get the on-demand recording.
URL:https://www.dsdinc.com/event/avalara-tax-changes-2026-midyear-update-navigating-the-new-tax-landscape-and-emerging-trends/
CATEGORIES:Avalara
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END:VEVENT
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:20260714T080000
DTEND;TZID=America/Los_Angeles:20260714T090000
DTSTAMP:20260629T165454Z
CREATED:20260629T165454Z
LAST-MODIFIED:20260629T165454Z
UID:247994-1784016000-1784019600@www.dsdinc.com
SUMMARY:Where AI proves itself: Lessons from tax and compliance
DESCRIPTION:The future of global tax and compliance is now\n\n\n\n\nAI is everywhere — but not every workflow has the same risk profile. \n\n\nIn regulated environments like tax and compliance\, AI must do more than provide helpful answers. It must support work that is accurate\, traceable\, defensible\, and accountable. \nJoin Jayme Fishman\, Avalara Chief Strategy and Product Officer\, for a conversation exploring why regulated workflows are emerging as a proving ground for AI. We’ll delve into: \n\n\n\nWhy regulated workflows raise the bar\nWhere generic AI falls short\nHow business leaders should move forward\n\nCan’t attend live? Register to get the on-demand recording.
URL:https://www.dsdinc.com/event/where-ai-proves-itself-lessons-from-tax-and-compliance/
CATEGORIES:Avalara
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260722T100000
DTEND;TZID=America/Los_Angeles:20260722T103000
DTSTAMP:20260716T052143Z
CREATED:20260716T050651Z
LAST-MODIFIED:20260716T052143Z
UID:248324-1784714400-1784716200@www.dsdinc.com
SUMMARY:Martus Coffee Break Demo: A Smarter Way to Budget\, Forecast\, and Report
DESCRIPTION:Martus Coffee Break Demo: A Smarter Way to Budget\, Forecast\, and Report\nJoin us for a live demo and see why people are ditching error-prone\, manual\, siloed spreadsheets for Martus\, a collaborative budgeting\, forecasting and planning solution. \nExcel isn’t invited to this coffee break. Discover Martus: A more collaborative way to budget\, forecast\, and report. \nIn  less than 30-minutes\, you’ll: \n\n\nLearn how to build dynamic budgets  \n\n\nExplore department leader collaboration without spreadsheets \n\n\nDiscover how to spend less time building reports and more time driving strategy \n\n\nView real-time performance and forecasts \n\n\nNo pressure. Just a practical look at what’s possible with Martus. \nSave your seat  \nAs a thank you for attending\, Martus will send you a virtual $5 Starbucks coffee card after the demo.
URL:https://www.dsdinc.com/event/martus-coffee-break-demo-a-smarter-way-to-budget-forecast-and-report/
CATEGORIES:Sage 100
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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:20260722T110000
DTEND;TZID=America/Los_Angeles:20260722T120000
DTSTAMP:20260714T202835Z
CREATED:20260714T202835Z
LAST-MODIFIED:20260714T202835Z
UID:248280-1784718000-1784721600@www.dsdinc.com
SUMMARY:Cycle Count Automation for Sage 100: ScanForce + CertiPro
DESCRIPTION:Streamline and Simplify Your Cycle Count Process – Automation for sage 100\nJoin ScanForce and CertiPro for a joint webinar on July 22 at 2:00 PM Eastern\, where we’ll walk through how integrating ScanForce with CertiPro’s Automated Inventory Cycle Counting tool can improve accuracy\, reduce manual effort\, and save time.  \nThis session will focus on how the combined solution delivers a more efficient approach to cycle counting in Sage 100\, from item selection through data collection and entry.  \nWe’ll cover how to:  \n\nGenerate and manage cycle count lists using CertiPro \nLoad count tasks directly onto mobile scanning devices \nGuide users to the correct bins and items for counting \nCapture counts quickly and accurately using ScanForce\nEliminate manual printing and data entry \nPost collected counts back into Sage with minimal effort \n\nThis integrated approach helps organizations complete cycle counts faster while reducing errors and improving overall efficiency.  \nIf you’re currently using CertiPro or looking for a more streamlined way to manage cycle counts in Sage 100\, this session will provide a practical overview of what’s possible.  \nWe’ll conclude with a live Q&A. Register today!
URL:https://www.dsdinc.com/event/cycle-count-automation-for-sage-100-scanforce-certipro/
CATEGORIES:Sage 100
ATTACH;FMTTYPE=image/png:https://www.dsdinc.com/wp-content/uploads/2026/07/Cycle-Count-Automation-for-Sage-100-ScanForce-CertiPro.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260723T090000
DTEND;TZID=America/Los_Angeles:20260723T100000
DTSTAMP:20260714T200456Z
CREATED:20260714T110254Z
LAST-MODIFIED:20260714T200456Z
UID:248291-1784797200-1784800800@www.dsdinc.com
SUMMARY:Avalara webinar: How forward-thinking retailers are turning tax accuracy into advantage
DESCRIPTION:Take control of your tax complexity\n\n\nRetail tax compliance has never been more complex. With omnichannel selling environments and growing audit risks\, retailers need the right intelligence at every transaction. \nJoin Avalara experts to explore a modern\, end-to-end retail compliance strategy in practice. \n\n\n\nWhat attendees will learn:\n\nWhy disconnected tax processes create hidden audit risks for retailers\nHow to get reliable answers to complex taxability questions instantly\nHow top retailers ensure all POS systems run on accurate tax content\nWhat Avalara’s tax research\, tax data and ECM look like in action\nHow AI transforms exemption certificate management\n\nJoin us TODAY!
URL:https://www.dsdinc.com/event/https-www-avalara-com-us-en-learn-webinars-beyond-compliance-retail-tax-webinar-html/
CATEGORIES:Avalara
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260805T100000
DTEND;TZID=America/Los_Angeles:20260805T103000
DTSTAMP:20260716T052359Z
CREATED:20260716T051128Z
LAST-MODIFIED:20260716T052359Z
UID:248327-1785924000-1785925800@www.dsdinc.com
SUMMARY:Martus Coffee Break Demo: A Smarter Way to Budget\, Forecast\, and Report
DESCRIPTION:Martus Coffee Break Demo: A Smarter Way to Budget\, Forecast\, and Report\nJoin us for a live demo and see why people are ditching error-prone\, manual\, siloed spreadsheets for Martus\, a collaborative budgeting\, forecasting and planning solution. \nExcel isn’t invited to this coffee break. Discover Martus: A more collaborative way to budget\, forecast\, and report. \nIn  less than 30-minutes\, you’ll: \n\n\nLearn how to build dynamic budgets  \n\n\nExplore department leader collaboration without spreadsheets \n\n\nDiscover how to spend less time building reports and more time driving strategy \n\n\nView real-time performance and forecasts \n\n\nNo pressure. Just a practical look at what’s possible with Martus. \nSave your seat  \nAs a thank you for attending\, Martus will send you a virtual $5 Starbucks coffee card after the demo.
URL:https://www.dsdinc.com/event/martus-coffee-break-demo-a-smarter-way-to-budget-forecast-and-report-2/
CATEGORIES:Sage 100
ATTACH;FMTTYPE=image/png:https://www.dsdinc.com/wp-content/uploads/2026/07/Martus-Coffee-Break-Demo-A-Smarter-Way-to-Budget-Forecast-and-Report-4.png
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
ATTACH;FMTTYPE=image/jpeg:https://www.dsdinc.com/wp-content/uploads/2026/07/logo.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260806T100000
DTEND;TZID=America/Los_Angeles:20260806T110000
DTSTAMP:20260721T164517Z
CREATED:20260721T164517Z
LAST-MODIFIED:20260721T164517Z
UID:248399-1786010400-1786014000@www.dsdinc.com
SUMMARY:Taming the chaos: Conquering the data complexity of U.S. property tax
DESCRIPTION:The ultimate tax paradox: Doing more with less\n  \n\n\nU.S. property tax is a paradox: lucrative for local governments\, yet staggeringly complex for businesses. As rules multiply exponentially and teams continue to shrink\, learn how to tame the chaos and centralize your property tax management. Learn more about Avalara. \n  \n\n\nWhat you’ll learn in this session\nOvercoming exponential complexity \n\nWhy property tax is the most fragmented\, least standardized tax in America\nHow rules and rates vary exponentially across state\, county\, and city lines\nWhy relying on manual processes and tribal knowledge creates critical audit risk\nHow centralized intelligence allows teams to do more with less\n\nStop guessing and start knowing. Join us to find out how an intelligent system of record gives your team a decisive advantage. Register TODAY! \n  \n\n\nAbout the speakers\n\n\n\n\nCarl Hoemke \nGeneral Manager\, Property Tax\, Avalara \nCarl is a finance and tax industry entrepreneur with more than 30 years of experience developing tools to support fair tax assessments and ease the burden of property tax compliance. His mission is to positively impact organizational efficiencies and help elevate the role of property tax teams with high-quality products and services. \n\n\n\n\n\nGuest speaker – Kevin Permenter \nResearch Director\, Financial Applications\, IDC \nKevin is a research director covering fintech markets\, including accounting\, tax\, treasury\, payments\, and revenue management. He leads qualitative and quantitative research\, producing buyer and supplier insights through MarketScapes\, forecasts\, market shares\, surveys\, and analysis\, with a focus on financial application trends and technology adoption.
URL:https://www.dsdinc.com/event/taming-the-chaos-conquering-the-data-complexity-of-u-s-property-tax/
CATEGORIES:Avalara
ATTACH;FMTTYPE=image/png:https://www.dsdinc.com/wp-content/uploads/2026/07/Taming-the-chaos-Conquering-the-data-complexity-of-U.S.-property-tax.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260812T080000
DTEND;TZID=America/Los_Angeles:20260812T083000
DTSTAMP:20260727T152425Z
CREATED:20260727T152329Z
LAST-MODIFIED:20260727T152425Z
UID:248495-1786521600-1786523400@www.dsdinc.com
SUMMARY:Smarter Inventory Starts with AI
DESCRIPTION:Smarter Inventory Starts with AI. Learn where AI delivers real value\nWhere is AI delivering real value in inventory planning?\nJoin our 30-minute webinar to see how Netstock’s AI-powered inventory solution helps businesses uncover inventory risks\, improve forecasting\, and make smarter replenishment decisions using the ERP data they already have. \n SIGN UP NOW! ➡️  \n In this session\, you’ll learn : \n\nWhere AI actually delivers measurable value\nHow AI complements your existing ERP\nHow to quantify operational and financial impact\nReal examples of businesses using AI\n\n📅 Wednesday\, August 12th\, 2026 | 11:00 AM EST | 4:00 PM GMT+1 \nRegister TODAY!
URL:https://www.dsdinc.com/event/smarter-inventory-starts-with-ai/
CATEGORIES:Acumatica,Sage 100
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260812T100000
DTEND;TZID=America/Los_Angeles:20260812T103000
DTSTAMP:20260716T051553Z
CREATED:20260716T051553Z
LAST-MODIFIED:20260716T051553Z
UID:248330-1786528800-1786530600@www.dsdinc.com
SUMMARY:Martus Coffee Break Demo: A Smarter Way to Budget\, Forecast\, and Report
DESCRIPTION:Martus Coffee Break Demo: A Smarter Way to Budget\, Forecast\, and Report\n\n\nJoin us for a live demo and see why people are ditching error-prone\, manual\, siloed spreadsheets for Martus\, a collaborative budgeting\, forecasting and planning solution. \n\n\n\n\n\n\nWednesday\, August 12\, 2026 | 10:00 AM Pacific Daylight Time | 30 minutes \nExcel isn’t invited to this coffee break. Discover Martus: A more collaborative way to budget\, forecast\, and report. \nIn  less than 30-minutes\, you’ll: \n\n\nLearn how to build dynamic budgets  \n\n\nExplore department leader collaboration without spreadsheets \n\n\nDiscover how to spend less time building reports and more time driving strategy \n\n\nView real-time performance and forecasts \n\n\nNo pressure. Just a practical look at what’s possible with Martus. \nSave your seat  \nAs a thank you for attending\, Martus will send you a virtual $5 Starbucks coffee card after the demo.
URL:https://www.dsdinc.com/event/martus-coffee-break-demo-a-smarter-way-to-budget-forecast-and-report-3/
CATEGORIES:Sage 100
ATTACH;FMTTYPE=image/png:https://www.dsdinc.com/wp-content/uploads/2026/07/Martus-Coffee-Break-Demo-A-Smarter-Way-to-Budget-Forecast-and-Report-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260812T100000
DTEND;TZID=America/Los_Angeles:20260812T103000
DTSTAMP:20260721T214531Z
CREATED:20260721T214531Z
LAST-MODIFIED:20260721T214531Z
UID:248413-1786528800-1786530600@www.dsdinc.com
SUMMARY:InstaDocs 101: Instant Access to Documents Right from Sage 100
DESCRIPTION:InstaDocs 101: Instant Access to Documents Right from Sage 100\nA free 30-minute live session with Jon Reiter\, GM of Sage 100 Enhancements \n📅 Wednesday\, August 12\, 2026\n🕐 10:00 – 10:30 AM PDT\n💲 Free \nStop Losing Hours to Lost Documents \nInvoices in one folder\, purchase orders in another\, and files that vanish into someone’s inbox. Every minute spent searching is a minute your team isn’t serving customers. \nInstaDocs\, DSD’s best-selling Sage 100 enhancement\, fixes this by embedding document management directly inside Sage 100. No separate app\, no shared drive\, no guessing where a file went. Join this free session to see exactly how it can do the same for your team. \nWhat You’ll See Live: \n\nEasy Access – Store\, view\, search\, and share documents tied to customers\, vendors\, items\, and jobs\nDocument Tagging – Add custom tags to documents for easy filtering and retrieval\nMaster Search – Search every document by file name\, keyword\, or source\nPaperless Office Integration – Auto-store checks\, invoices\, and more as PDFs in the right directories\nCloud Storage – Seamless Microsoft OneDrive integration for secure\, remote access\nSecurity – User security privileges can be applied in each module\n\nEvent Details: \n\nDate: Wednesday\, August 12\, 2026\nTime: 10:00 – 10:30 AM PDT\nPresenter: Jon Reiter\, GM\, Sage 100 Enhancements\nCost: Free\n\nSeats are limited. Save yours today. \nRegister Here → 
URL:https://www.dsdinc.com/event/instadocs-101-instant-access-to-documents-right-from-sage-100/
CATEGORIES:Enhancements,Sage 100
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260813T100000
DTEND;TZID=America/Los_Angeles:20260813T103000
DTSTAMP:20260727T154431Z
CREATED:20260727T154431Z
LAST-MODIFIED:20260727T154431Z
UID:248501-1786615200-1786617000@www.dsdinc.com
SUMMARY:Automate More. Process Faster. Scale Faster.
DESCRIPTION:MAPADOC for Sage 100 Powered by SPS Commerce\nAutomate supplier and customer transactions\, eliminate manual data entry\, and gain greater visibility across your supply chain. Discover how MAPADOC\, powered by SPS Commerce\, helps Sage 100 users process orders faster\, reduce errors\, and scale operations without adding headcount. Register Today >>  \n\n\n\nMaster Both Sides of the Supply Chain\n\nSee how Sage 100 users can automate procurement and fulfillment\, reduce manual work\, and gain visibility across supplier and customer operations.\n\n\n\n\n\n\n\n\nImprove Efficiency Across Your Supply Chain\n\n\nReplace manual purchase orders\, acknowledgements\, and invoicing with automated EDI transactions\nGain real-time visibility into inbound shipments and inventory activity\nReduce errors\, chargebacks\, and fulfillment delays\n\n\n\n\n\n\n\n\n\nScale Without Adding Headcount\n\n\nAccelerate supplier onboarding with a proven network and expert support\nShorten the cycle from shipment to payment\nProtect margins while supporting business growth\n\nDate: August 13\, 2026 | 10:00am PT/1:00pm ET\n\nMany Sage users manage both procurement and fulfillment operations\, balancing supplier relationships\, customer demands\, and margin protection. Manual processes\, disconnected workflows\, and growing onboarding requirements can make it difficult to scale efficiently. \nIn this session\, you’ll learn how SPS Commerce helps Sage users automate procurement and fulfillment workflows\, streamline EDI transactions\, and improve visibility across both sides of the supply chain—all within the Sage environment they already use. You’ll see how manufacturers and distributors are reducing manual work\, improving order and shipment visibility\, and increasing operational efficiency. \nWe’ll share real-world examples\, supplier onboarding best practices\, and proven strategies to reduce chargebacks\, accelerate order-to-cash and procure-to-pay cycles\, improve operational visibility\, and scale without adding headcount.
URL:https://www.dsdinc.com/event/automate-more-process-faster-scale-faster/
CATEGORIES:Sage 100
ATTACH;FMTTYPE=image/png:https://www.dsdinc.com/wp-content/uploads/2026/07/Less-Manual-Work.-Faster-Onboarding.-Protected-Margins.-1-scaled.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260813T100000
DTEND;TZID=America/Los_Angeles:20260813T110000
DTSTAMP:20260727T153653Z
CREATED:20260727T153653Z
LAST-MODIFIED:20260727T153653Z
UID:248498-1786615200-1786618800@www.dsdinc.com
SUMMARY:Less Manual Work. Faster Onboarding. Protected Margins.
DESCRIPTION:How SPS Commerce Helps Sage Users Managing Both Sides of the Supply Chain\nDate: August 13\, 2026 | 10:00am PT/1:00pm ET \n\n\n\nSee how Sage X3 users are using SPS Commerce to connect suppliers and customers\, streamline supply chain operations\, and drive greater efficiency without adding headcount.\n\n\n\n\n\n\n\n\nModernize Supply Chain Operations\n\n\nReplace manual data entry with automated data exchange inside Sage X3\nImprove visibility across procurement\, inventory\, and fulfillment\nConnect with suppliers faster through a proven onboarding process\n\n\n\n\n\n\n\n\n\nDrive Measurable Business Impact\n\n\nProtect margins by reducing costly errors and chargebacks\nSpeed up order-to-cash and procure-to-pay processes\nScale operations with confidence using a network of over one million connected trading relationships\n\n\n\n\n\n\n  \nMany Sage users manage both procurement and fulfillment operations\, balancing supplier relationships\, customer demands\, and margin protection. Manual processes\, disconnected workflows\, and growing onboarding requirements can make it difficult to scale efficiently. \nIn this session\, you’ll learn how SPS Commerce helps Sage users automate procurement and fulfillment workflows\, streamline EDI transactions\, and improve visibility across both sides of the supply chain—all within the Sage environment they already use. You’ll see how manufacturers and distributors are reducing manual work\, improving order and shipment visibility\, and increasing operational efficiency. \nWe’ll share real-world examples\, supplier onboarding best practices\, and proven strategies to reduce chargebacks\, accelerate order-to-cash and procure-to-pay cycles\, improve operational visibility\, and scale without adding headcount.
URL:https://www.dsdinc.com/event/less-manual-work-faster-onboarding-protected-margins/
CATEGORIES:Sage X3
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260819T100000
DTEND;TZID=America/Los_Angeles:20260819T103000
DTSTAMP:20260716T052059Z
CREATED:20260716T052059Z
LAST-MODIFIED:20260716T052059Z
UID:248333-1787133600-1787135400@www.dsdinc.com
SUMMARY:Martus Coffee Break Demo: A Smarter Way to Budget\, Forecast\, and Report
DESCRIPTION:Martus Coffee Break Demo: A Smarter Way to Budget\, Forecast\, and Report\n\n\nJoin us for a live demo and see why people are ditching error-prone\, manual\, siloed spreadsheets for Martus\, a collaborative budgeting\, forecasting and planning solution. \nExcel isn’t invited to this coffee break. Discover Martus: A more collaborative way to budget\, forecast\, and report. \nIn  less than 30-minutes\, you’ll: \n\n\nLearn how to build dynamic budgets  \n\n\nExplore department leader collaboration without spreadsheets \n\n\nDiscover how to spend less time building reports and more time driving strategy \n\n\nView real-time performance and forecasts \n\n\nNo pressure. Just a practical look at what’s possible with Martus. \nSave your seat  \nAs a thank you for attending\, Martus will send you a virtual $5 Starbucks coffee card after the demo.
URL:https://www.dsdinc.com/event/martus-coffee-break-demo-a-smarter-way-to-budget-forecast-and-report-4/
CATEGORIES:Sage 100
ATTACH;FMTTYPE=image/png:https://www.dsdinc.com/wp-content/uploads/2026/07/Martus-Coffee-Break-Demo-A-Smarter-Way-to-Budget-Forecast-and-Report-3.png
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
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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
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END:VEVENT
END:VCALENDAR