2025 Healthcare Finance: Challenges & Strategies
2025-03-05 11:00 - 12:00 (America/Los_Angeles)
Healthcare finance leaders are playing an increasing role in strategic planning at their organizations—and with persistent challenges in efficiency, denials, revenue growth and meeting patients’ evolving expectations, there are many competing priorities to consider as they work closely with the C-suite and shape 2025 initiatives.
In this interactive discussion, a panel of healthcare finance and revenue cycle leaders will:

Discuss the challenges and opportunities they foresee in 2025
Explore how those predictions are informing priorities and strategic plans
Share how they’re balancing short- and long-term demands
Highlight the initiatives, best practices, and tools they expect will help them achieve their goals

Managing tax-exempt sales 201: Advanced strategies and best practices
2025-03-06 09:00 - 10:00 (America/Los_Angeles)
Explore advanced strategies to simplify exemption certificate collection, validation, and storage. This webinar covers nexus considerations, compliance challenges, and best practices to improve exemption certificate oversight and reduce audit risks.

We’ll cover how to:

Navigate exemption rules, including nexus implications and common exemption use cases
Establish protocols for certificate storage, expiration management, and renewal workflows
Implement practical strategies for audit preparedness and handling drop shipping challenges
Utilize automation and managed services with Avalara to enhance compliance efficiency

Unable to attend live? Register now and we’ll send you a link to view the webinar recording on demand. Attendees of this webinar are eligible to earn 1 hour of CPE credit.

AP Automation Deep Dive: Optimizing your AP Workflows
2025-03-06 10:00 - 11:00 (America/Los_Angeles)
Recent research shows that 86% of successful finance teams have begun embracing AI tools to uplevel their teams. How can you use AP Automation to save your organization hours of manual effort, allowing you to scale and keep up with growing costs? Join us for an exclusive look at how Sage Intacct AP Automation with Purchasing can revolutionize your accounts payables workflow.
Discover how automating invoice processing and PO matching can save you time, reduce errors, and significantly improve efficiency. Tune in to see how organizations like yours have successfully implemented AP automation and unlocked new levels of collaboration and productivity, upleveling their teams from preparers into reviewers and value-adders.
This is your opportunity to see firsthand how Sage Intacct can streamline your accounts payables and empower you to focus on high-impact financial strategies. Don’t miss out—take your AP process to the next level with this deep dive!

Process vs. Discrete Manufacturing Secrets: Choosing the Right ERP
2025-03-06 11:00 - 11:45 (America/Los_Angeles)
Are you confident in your manufacturing management software?
To achieve excellence and sustained growth, manufacturers need to choose the production management system that best applies to their operations. Exploring the differences between Process and Discrete Manufacturing can help you make the right choice.

Process Manufacturing uses recipes and formulas to transform raw materials and ingredients into products—e.g., foods and beverages, pharmaceuticals, chemicals.
Discrete Manufacturing assembles products from predominantly solid bill of material (BOM) components—e.g., automotives, electronics, machinery.

This webinar will empower you to make informed decisions, reduce risks, and automate business processes effectively.
You will learn:

How recipes and formulas differ from discrete bills of materials.
Why batch manufacturers require unique units of measure (UOM) and specific manufacturing features.
How to find the manufacturing system that fits your production requirements, including product quality and regulatory compliance needs.

Who Should Attend:

Business Owners, Presidents, and CEOs looking for optimized operations and strategic growth.
Accounting Leaders focused on accurate costing and financial efficiency.
IT Professionals seeking a robust and scalable manufacturing business platform.

Register now to discover tools that will enhance your manufacturing efficiency.

Sage Intacct Meetup
2025-03-11 09:30 - 14:30 (America/Chicago)
Join us in Dallas, TX to advance your Sage Intacct knowledge, network with peers and learn from our experts.
Don’t miss out on…

Advance your knowledge : Hear from Product Management and Sage Intacct experts to get ahead
Connect and share : Network with local customers to share insights and discover how others are using Sage Intacct

The Intersection of AI and Finance
2025-03-11 11:00 - 12:00 (America/Los_Angeles)
Join us for an insightful discussion on the transformative impact of AI on the accounting and finance profession. Our expert panel, including Blake Oliver, Stephan Kramer and Jeremiah Edwards, will delve into the real-world applications, challenges, and opportunities presented by this rapidly evolving technology.
Discover how AI is reshaping roles, enhancing decision making, and driving innovation in the industry. Don’t miss this chance to gain valuable insights from industry leaders and stay ahead of the AI curve!

Mission Accelerators: Get the Most Nonprofit Impact from Sage Intacct
2025-03-12 10:00 - 11:00 (America/Los_Angeles)
Are you fully leveraging Sage Intacct to drive your nonprofit’s mission forward? At Sage, we’re dedicated to amplifying Intacct’s capabilities to maximize your organization’s impact.
Join us to discover how Sage Intacct’s advanced features like NFP Spend Management, Grants Tracking and Billing, and Sage Intacct Fundraising powered by DonorPerfect can revolutionize your financial operations. Streamline donor management and fundraising efforts to boost revenue and free up time for strategic initiatives. Hear success stories from other nonprofits and learn how you can achieve similar results.
Don’t miss this opportunity to unlock the full potential of Sage Intacct for your nonprofit!

How to beat the challenges of 1099 and W-9 compliance in 2025
2025-03-13 09:00 - 10:00 (America/Los_Angeles)
With companies increasingly collecting W-8s for overseas workers, updated filing thresholds for some 1099s, and the rollout of a brand new 1099, your best practices to stay in compliance with the IRS need to change with the times.

We’ll cover how to:

Navigate common challenges of 1099 compliance
Manage contractors with W-9 or W-8 tax status
Report 1099 forms more accurately, including NEC/MISC for contractors, 1099-DA for digital assets, and 1099-K for payment services
Leverage Avalara for full-cycle management

Can’t attend live? Register to get the on-demand recording. Live attendees are eligible to earn 1 hour of CPE credit.

Overtime Rules Overview
2025-03-13 10:00 - 10:30 (America/Los_Angeles)

Navigating Today's Construction Environment
2025-03-13 10:00 - 10:30 (America/Los_Angeles)
The complexities of today’s construction landscape can make it challenging for businesses to thrive. This session will explore how contractors can leverage advanced technologies to streamline operations, enhance project management, and improve financial oversight.
Gain insights from industry experts on:

What industry trends are impacting construction activities and financials.
How Acumatica customer Spohn Associates automated processes, gained real-time visibility into financial operations, and reduced project risks.
How Acumatica Construction Edition integrates various business elements into a single, connected solution.
How key features, such as dashboards, communication notifications, and paperless workflows, benefit construction firms.

Register now to learn the keys to achieving effective collaboration, efficient financials, and successful project management in today’s construction environment.

Developer
2025-03-13 11:30 - 13:00 (America/Chicago)
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

Key Tools to Strive for Better Distribution Strategy and Operations with Acumatica
2025-03-18 10:00 - 10:45 (America/Los_Angeles)
The fast-paced distribution landscape can be overwhelming if you’re still using outdated, disjointed business management systems. Learn how Acumatica can transform your distribution operations with streamlined inventory management, sales orders processing, and more.
Agenda Highlights:

Discover the current challenges in the distribution industry, such as supply chain disruptions, rising operational costs, and labor shortages
Learn about Acumatica Customer Wilmar’s journey with Acumatica led to improved scalability, customization, and integration capabilities.
Watch a demonstration of Acumatica Distribution Edition, showcasing its key features such as inventory management, sales order processing, and warehouse management.

Register now to learn how Acumatica can help streamline your distribution processes, enhance efficiency, and support business growth. Register now to secure your spot!

Boost Your Business Growth: Streamline Quote-to-Cash with Sage Intacct
2025-03-18 10:00 - 11:00 (America/Los_Angeles)
Unlock the potential of Sage Intacct to drive financial growth and streamline your quote-to-cash process.
This webinar is tailored for executives and financial leaders aiming to enhance efficiency, accuracy, and compliance in their financial operations.
Join us to explore how Sage Intacct can transform your business by:

Accelerating the quote-to-cash cycle
Improving revenue recognition accuracy
Automating cash management to enhance productivity and lower costs

We’ll dive into the importance of an efficient quote-to-cash process and how it directly impacts cash flow, profitability, and customer satisfaction. Learn how Sage Intacct’s powerful tools can revolutionize your financial strategy and maximize your business success.

The Next Generation of SaaS Forecasting
2025-03-18 11:00 - 12:00 (America/Los_Angeles)
Want to learn how to transform your SaaS financial planning for better decision-making and operational growth? Join David Appel, Global Head of SaaS at Sage, and Sunny Wu, VP of Finance at LogiSense, for an insightful session on optimizing SaaS forecasting and budgeting processes. Discover how LogiSense reduced their budgeting cycle by 75% and improved gross margin by 45% by transitioning from manual Excel-based forecasting to SIP.
Key takeaways include:

Best practices for SaaS forecasting and revenue modeling
How automated tools can accelerate budgeting and improve financial outcomes
Demo of Sage Intacct Planning’s key features and capabilities

Why Can't I…
2025-03-19 11:00 - 12:00 (America/Chicago)
Have you faced scenarios where you were unable to find a page, access a feature or complete a task? Come and learn from Sage Intacct’s experts how this could be a result of you not having the proper permissions, privileges or user type.
We will feature:

User types and permissions
Knowing your Administrative User
and more

2025 Construction Outlook: Key Trends, Insights, and Strategies for Contractors
2025-03-19 11:00 - 12:00 (America/Los_Angeles)

Sales Tax Return 101
2025-03-20 08:00 - 09:00 (America/Los_Angeles)
Explore the challenges of return filing and the growing complexity of U.S. tax compliance. See Avalara Managed Returns in action with a live demo using practical examples. Get key takeaways on how to improve efficiency, reduce risk, and scale your business with greater ease.

We’ll cover how to:

Identify common compliance hurdles faced by businesses of all sizes
Evaluate the increasing complexity of return management and tax obligations in the U.S.
Translate use cases into practical benefits for your business
Simplify the returns process using Avalara Managed Returns

Unable to attend? Register now and we’ll send you a link to view the webinar recording on demand. Attendees of the webinar are eligible to earn 1 hour of CPE credit.

Growing Beyond QuickBooks – A Construction CFO’s Story
2025-03-20 10:00 - 10:30 (America/Los_Angeles)
Managing a growing construction firm with QuickBooks and disconnected software can quickly become overwhelming. More companies, more systems, and more manual processes make it harder to track costs, cash flow, and job progress.

In this webinar, gain deep insights from Joel Sisto, CFO of IOC Construction, who successfully made the switch from QuickBooks to Acumatica—a move that improved cash flow, job costing, reconciliation, and overall operations.

Learn how to use Acumatica to:

Get real-time visibility into job costs and budgets.
Reduce manual work and streamline operations.
Improve team communication and field access to project plans.
Consolidate multiple entities into one system.
Keep projects on time and on budget while preparing for growth.

Register now to see how your company can grow beyond QuickBooks and achieve more with Acumatica.

From frustrating to fabulous: Seven steps to creating a healthy AP workflow
2025-03-20 10:00 - 10:40 (America/Los_Angeles)
75% of CPAs reached retirement age in 2020. That was 4 years ago. Meanwhile, enrollment in accounting education has declined, with 33% fewer first-time candidates sitting for the CPA exam in 2021 than in 2016.

As teams become burned out and risks of errors and “brain drain” pile up, creating a healthy AP workflow is critical.

Your AP workflow starts with creating a PO, the formal request to a supplier for goods or services, then goes to delivery of goods and services, and culminates in transaction reviews and audit support. That’s certainly a lot on the face of it, and we didn’t even mention all the individual milestones. Each milestone within the end-to-end workflow represents its own set of challenges and risks or an opportunity for optimization and best practices.
But, you need to fully understand your way of working before you can improve, change—or automate—it. So, join our partner Quadient AP to deconstruct your processes and create a pathway to end-to-end automation that supports our ultimate goal of a healthy AP function.
Join us and our partner Quadient AP on 3/20 10 AM PST/1PM EST to learn how to take your AP workflow from frustrating to fabulous.
In this webinar, users will learn:

Why a healthy AP workflow process is more critical than ever
Non-negotiable and advanced ideas for your workflows
How AP automation can make advanced ideas a breeze

Fundamental Tools to Transform your Data
2025-03-20 10:00 - 11:00 (America/Los_Angeles)
Join us on this webinar on how to leverage your data analytics to propel your business forward within various business functions. Uncover trends and patterns to enhance your business performance and growth.

Leverage business intelligence tools to analyze data and drive strategic decisions.
Adapt to business growth and changing needs without disrupting operations.
Utilize comprehensive data analytics to make informed decisions and identify growth opportunities.

Find out how business intelligence tools can take your business to the next level.

Summit 2025 Hackathon All-Stars
2025-03-20 11:00 - 12:00 (America/Los_Angeles)
In case you missed the Hackathon this year, we’re bringing together some of the standout “hackers” to recap their innovations for the acu-connect community!
Presenters include a slate of past and present Acumatica MVPs:
• Jennifer Douglas with Tobacco Rag Processors (Host)
• Brian Stevens with Paya a Nuvei Company representing his team’s 3D photo booth
• Paul Gilfoy with PriceKubecka representing his team’s Narrow AI
• Robert Waite with Net at Work
Be prepared to be wowed and inspired by the ingenious solutions that emerged from this year’s event!

Nonprofit industry - Virtual Meetup
2025-03-20 11:30 - 13:00 (America/Chicago)
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
Resources and release updates that help you get the most out of Sage Intacct
Open Q&A
and more

How to Achieve Streamlined Manufacturing Processes and Real-time Insights
2025-03-25 10:00 - 10:45 (America/Los_Angeles)
Getting support for various manufacturing modes, improving job costing accuracy, and achieving real-time business analytics are goals for many manufacturing businesses.
Attend this webinar to:

Gain an overview of Acumatica Manufacturing Edition’s suite of functionalities such as production, estimating, engineering, material planning, scheduling, and product configuration.
Review Acumatica Customer Diamondback Truck Covers experience, which showcases how they leverage Acumatica to streamline operations, improve data accuracy, and enhance customer satisfaction.
Watch a demonstration of Acumatica Distribution Edition, which provides a step-by-step walkthrough of a manufacturing quote-to-cash workflow.

Register now to see how Acumatica’s Manufacturing Edition can support manufacturing professionals, business owners, and IT managers looking to optimize operations with a modern, integrated ERP solution.

CFO Masterclass: Key Strategies for Success
2025-03-25 11:00 - 12:00 (America/Los_Angeles)
Unlock the secrets of successful CFOs to transform your approach to financial leadership. Discover insights from over 1,000 finance leaders and the strategies that have catalyzed innovation and driven sustainable growth within their organizations.
In this webinar, you’ll learn:

Secret #1: Learn how top CFOs break down silos and collaborate 30% more effectively across departments, boosting company-wide influence.
Secret #2: Discover how successful CFOs leverage technology like cloud, AI, and automation to transform finance and drive smarter decisions.
Secret #3: Strategies top performers use to balance personal well-being with sustainable leadership and promoting organizational health.

Plus, hear how Legendary Pictures uses Sage Intacct to manage their multi-million dollar projects on time with detail and control.

Automation Empowerment: Going Paperless
2025-03-25 11:00 - 12:00 (America/Los_Angeles)
Paperless automation delivers many important benefits to finance teams, from real-time financial visibility to increased efficiency to more accurate forecasting and planning. Come explore how financial automation can transform your organization to being proactive, future-ready, and resilient.
We will feature:

Product Features and Demo
Automation enhancements in AP, Bank Reconciliation, Vendor Approvals
and more

Acumatica Professional Services Edition: Core Features to Drive Project Success
2025-03-26 10:00 - 10:45 (America/Los_Angeles)
Today’s professional services firms are looking to overcome intense competition to win projects and grow their practices. To accomplish this, many are turning to modern, flexible business management technology to achieve industry-specific digital transformation.
Acumatica’s recently launched Professional Services Edition provides the features and capabilities these firms are looking for. It combines financial and operational data with interconnected project and resource management, time and expense management, and embedded CRM to drive business success.
In this webinar, you will get:

The latest market trends shaping the professional services industry.

An introduction to the functionalities of Acumatica’s Professional Services Edition.

An understanding of Acumatica’s modular architecture and native applications.

A product demonstration showcasing key features, including the Project Planning and Resource Management tool powered by ProjectManager.

Register now to learn how Acumatica Professional Services Edition is built to help small and midsized project-centric firms expand into new markets and better serve clients.

2025 tax changes: Q2 outlook
2025-03-27 08:00 - 09:00 (America/Los_Angeles)
Crucial insights into tax updates for Q2 and beyond

Tax legislation is constantly evolving, and staying up to date is necessary for maintaining compliance. Join this webinar to explore the latest tax changes and their potential impact on your business operations.

Topics of discussion include, but are not limited to:

Updates on the Trump administration’s proposed tax and tariff policies
States considering retail delivery fees
The role of AI in state tax enforcement
Changes to economic nexus thresholds in various states

Can’t attend live? Register to get the on-demand recording. Live attendees are eligible to earn 1 hour of CPE credit.

ESS Widgets and Calendars Overview
2025-03-27 10:00 - 10:30 (America/Los_Angeles)

The Future of HVAC Distribution: Automate, Streamline & Grow with Acumatica
2025-03-27 11:00 - 12:00 (America/Los_Angeles)
🚀 Is your HVAC distribution business struggling with inventory management, order processing, and operational inefficiencies?
The HVAC distribution industry faces unique challenges—managing multi-location inventory, streamlining order fulfillment, and ensuring seamless procurement processes. Outdated systems and disconnected workflows can slow down operations and impact profitability.
Join us for an exclusive live webinar where we’ll explore how Acumatica Cloud ERP helps HVAC distributors enhance efficiency, improve cash flow, and optimize inventory management—all in a modern, cloud-based platform.
What You’ll Learn:

✅ Advanced Inventory & Warehouse Management: Track and manage inventory across multiple locations with real-time visibility and barcode scanning.
✅ Seamless Order Processing & Fulfillment: Automate sales order entry, improve customer satisfaction, and integrate with shipping carriers.
✅ Procurement & Vendor Management: Streamline purchase orders, optimize supplier relationships, and track vendor performance.
✅ Integrated Financials & Business Intelligence: Get real-time insights into profitability by product, customer, and location to drive better decisions.
✅ Customer & Sales Management: Manage customer accounts, contract pricing, and self-service portals for improved order tracking.
✅ Scalable Cloud ERP for HVAC Distribution: Discover how Acumatica adapts to your business needs with flexible, growth-ready solutions.
Don’t miss this opportunity to see how Acumatica Cloud ERP can revolutionize your HVAC distribution business with seamless automation and real-time insights.

Thu, Mar 27, 2025 11:00 AM – 12:00 PM (UTC-08:00) Pacific Time (US & Canada)

We look forward to having you attend the event!

Trade and Tariff Tuesdays - Virtual Event
2025-04-01 08:00 - 08:30 (America/Los_Angeles)
Join Avalara experts weekly for insights on trade tax and tariff compliance

Avalara experts will discuss new tariffs on Canada, Mexico, and China, the future of the de minimis exemption, and how these tariff changes could affect trade compliance and your business.

We’ll cover:

Recent tariff policy changes and their direct effects on import costs and pricing strategies
How increased import costs influence customs duties obligations and the potential for cascading effects on trade compliance
Best practices for businesses handling the dual challenges of heightened tariffs and global trade compliance, including potential adjustments to supply chain management and pricing
How Avalara can support your international compliance strategy during times of change

Unable to attend? Register now and we’ll send you a link to view the webinar recording on demand.
