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.

Unlocking Donor Engagement with Data-Driven Storytelling
2025-04-01 11:00 - 12:00 (America/Los_Angeles)
Nonprofits that actively use data to tell their story experience up to a 30 % increase in donor engagement and a 25 % improvement in funding stability. Yet, nearly half of nonprofits struggle to effectively share their impact with diverse donor audiences. Join us to learn how you can leverage data and performance metrics to not only showcase your mission but also attract and retain donors across all generations.
Key takeaways include :

Discover the latest giving trends and what they mean for your nonprofit
Learn how to utilize data to track, report, and share your impact effectively
Gain actionable strategies to build a story that resonates with a broad donor base

Optimizing Manufacturing Operations in 2025
2025-04-02 10:00 - 11:00 (America/Los_Angeles)
Products: Sage 100
Solution: Sage Operations Management
Join us for an insightful session on Optimizing Manufacturing Operations in 2025, where we explore how Sage 100 Operations Management helps manufacturers stay ahead of industry trends.
Learn how to streamline processes, improve efficiency, and navigate modern challenges with a user-centric approach.

Seamless Onboarding & Offboarding: Cutting the Chaos with Checklists Lunch and Learn
2025-04-02 11:00 - 12:00 (America/Los_Angeles)
📢 Is your HR team bogged down by manual onboarding and offboarding processes?
HR professionals spend countless hours chasing employees for paperwork, tracking completion statuses, and ensuring a smooth transition in and out of the company. Without automation, these processes can be slow, disorganized, and frustrating for both HR teams and employees—leading to inefficiencies and lost productivity.
Join us for an exclusive Workforce Go HCM Lunch and Learn to discover how Workforce Go’s onboarding and offboarding checklists eliminate the chaos, improve efficiency, and ensure compliance.
What You’ll Learn About:
✅ Automated Onboarding & Offboarding Checklists: Streamline processes, reduce manual tasks, and ensure a smooth experience for new hires and departing employees.
✅ Task Assignments & Progress Tracking: Keep HR, managers, and employees aligned with real-time task updates and automated reminders.
✅ Reducing Administrative Burden: Minimize paperwork, eliminate bottlenecks, and let HR focus on strategic initiatives.
✅ Compliance & Documentation Management: Ensure all necessary forms, training, and compliance requirements are completed on time.
✅ Integration with Payroll & HR Systems: Connect seamlessly with your existing HR and payroll platforms for a unified experience.
Don’t miss this opportunity to learn how Workforce Go HCM can help you enhance employee transitions and free up valuable HR time!
📅 Tuesday, April 2, 2025
⏰ 11:00 AM PT | 2:00 PM ET
We look forward to having you at the event!

Sales tax compliance 101: A beginner’s guide
2025-04-03 08:00 - 09:00 (America/Los_Angeles)
Establish a solid foundation to manage sales tax for your business

Economic nexus. Exemption certificates. Sourcing rules.
If these terms leave you feeling overwhelmed, you’re not alone. Sales tax compliance is required for most U.S. businesses, but understanding the rules can be challenging.

Find out what you must know about sales tax and compliance.
After this webinar, you’ll be able to:

Assess where and when you may have sales tax obligations
Calculate sales tax rates more accurately
Summarize recent legislative updates and rate or rule changes
Develop a scalable process for filing tax returns
Review rules surrounding exemption certificates to help ensure proper handling and compliance

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.

Unlock Strategic Growth with Financial Metrics and KPIs
2025-04-03 10:00 - 10:30 (America/Los_Angeles)
Today’s successful businesses are data-driven. So, financial metrics and operational key performance indicators (KPIs) are crucial for strategic growth: driving revenue, containing costs, and improving resource utilization.
Join this webinar to gain insightful strategies for harnessing these metrics and hear from others who have transformed their businesses with connected, companywide data.
You’ll learn:

What financial metrics and operational KPIs will help you achieve your business goals.
How to build dashboards to monitor these metrics.
How to automate processes with no-code reporting and flexible inquiries.
What continuous improvement strategies will drive sustainable growth.

How to benchmark performance against industry peers.

How to extend core business analytics with advanced tools like Microsoft Power BI.

You will find this webinar especially valuable if you are:

A Business Owner, President, or CEO.
A Finance or Accounting Leader.
An Information Technology Professional.

Register now to learn how Acumatica can help your organization drive high impact results with real-time, actionable data.

Food and Beverage Manufacturers: Find the Ingredient for Success with Acumatica​
2025-04-07 08:00 - 17:00 (America/Los_Angeles)
🍽️ Are manual processes, traceability gaps, and disconnected systems holding back your food & beverage manufacturing operations?
The food & beverage manufacturing industry is constantly navigating evolving compliance regulations, fluctuating demand, and increasing pressure for efficiency and traceability. Relying on outdated software or spreadsheets can lead to production delays, costly waste, and missed opportunities for growth.
Join us for a live webinar to discover how Acumatica Cloud ERP empowers food & beverage manufacturers with end-to-end visibility, automated workflows, and compliance-ready tools—all within a modern, scalable platform built for growth.
What You’ll Learn:
✅ Batch & Formula Management: Manage recipes and formulas with precision and ensure consistent quality with robust version control and traceability.
✅ Lot & Expiration Tracking for Compliance: Track raw materials and finished goods with full lot traceability and shelf-life management to meet regulatory requirements with ease.
✅ Production Scheduling & Shop Floor Insights: Gain real-time visibility into production schedules, material availability, and shop floor operations to reduce downtime and optimize throughput.
✅ Inventory Optimization Across Facilities: Control inventory levels across multiple locations and warehouses with real-time visibility and demand-driven replenishment.
✅ Integrated Financials & Cost Tracking: Monitor production costs, margins, and profitability with fully integrated financials and business intelligence tools.
✅ Scalable Cloud ERP for Food & Beverage: See how Acumatica grows with your business—from small batch producers to multi-location operations—with no per-user fees and mobile-ready access.
Once registered, we will send you a $40 Grub Hub gift card to enjoy a nice lunch while we how Acumatica can revolutionize your manufacturing business for the D2C market.
Save your seat today!

Trade and Tariff Tuesdays
2025-04-08 08:00 - 08:30 (America/Los_Angeles)

Embracing AI in Finance : Transparency and Innovation
2025-04-08 11:00 - 12:00 (America/Los_Angeles)
AI is revolutionizing the accounting industry by handling repetitive but required tasks and accelerating analysis. However, since accounting relies so heavily on trust, companies must ensure AI’s accuracy before fully utilizing its potential. Join David Dickson, SVP, Technical Fellow – Sage AI at Sage, as he explores the importance of trust, examines case studies of unintended outcomes, and offers principles and guidelines for companies to follow in order to build trust in their products.
Learning Objectives :

Identify the relationship between AI and trust in your technology vendors.
Recognize the importance of trust in 2025 and its impact on AI solutions.
Describe the four layers of trust and key compliance requirements in AI solutions.
Give examples of trusted AI solutions currently available in the market.

Gear Up for Success - User Enrichment Workshop
2025-04-09 09:00 - 10:00 (America/Los_Angeles)
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

AI and beyond - Virtual Meetup
2025-04-10 09:30 - 10:00 (America/Los_Angeles)
Learn how Sage AI unlocks continuous accounting.

AP Bill Automation
GL Outlier detection
Sage Intelligent Time
Bank Reconciliation
Bank Transaction Assistant
Sage Copilot

In this meetup, you’ll learn how to save time with routine tasks automated to boost productivity.

Scheduling Overview
2025-04-10 10:00 - 10:30 (America/Los_Angeles)

The Strategic Evolution of SaaS Finance: Driving Growth and Profitability
2025-04-10 10:00 - 11:00 (America/Los_Angeles)
Products: Sage Intacct
Solution: Sage Intacct Professional Services Automation (PSA) powered by Forecast
Learn how the evolving role of finance in the SaaS industry can drive growth and profitability. In this webinar, we’ll bring together top SaaS finance leaders to discuss how to communicate with investors, forecast the future with CxOs, and build strong teams for sustainable success.
In this session, you’ll explore how finance can:

Have a pivotal role in forecasting and investment decision-making
Balance scaling with profitability to achieve sustainable growth
Leverage data-driven decision-making to optimize revenue strategies
Enhance cross-departmental collaboration to drive impactful decisions and scalable success

Don’t miss out on this opportunity to gain valuable insights from the leaders who are shaping the future of SaaS finance.

Trade and Tariff Tuesdays
2025-04-15 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. Or register for an upcoming webinar in the weekly series.

Challenges and Best Practices for Specialty Contractors
2025-04-15 11:00 - 12:00 (America/Los_Angeles)
Navigating the complexities of managing specialty subcontracting projects—be it HVAC, electrical, plumbing, roofing, or beyond—requires more than standard tools. Join us for an insightful webinar featuring a panel of industry experts as they discuss innovative strategies and solutions designed to address the unique challenges faced by specialty subcontractors. Whether you are looking to boost your operational efficiency or seeking ways to manage your projects and resources better, this webinar is your gateway to transforming your subcontracting business.
Key Takeaways :

Seamless Integration : Learn how to unify project progress, financial health, and resource allocation.
Empowering Field Teams : Explore strategies for enhancing on-site efficiency through better access to inventory and work order management.
Streamlined Operations : Understand the benefits of an integrated approach from pre-construction to post-project.
