The CONNECTion Hour
2025-06-11 13:00 - 14:00 (America/Los_Angeles)
Get ready for a virtual networking event all about connection, collaboration, and community!
What to Expect:
• Casual networking with members of the Acumatica community
• Fun activities to break the ice
️• Great conversations, shared ideas, and new connections
• Enjoy a refreshment as we mingle
• Opportunities to learn, laugh, and grow your network
Whether you’re a longtime member or brand new to acu-connect, there’s a spot for you at the table.
Come join the fun and connect with the whole community!
When: June 11, 2025
Time: 4:00 PM ET

HS codes 101: Get classification right for cross-border trade
2025-06-12 08:00 - 09:00
Simplify classification, reduce delays, and improve compliance

Learn the basics of Harmonized System (HS) codes, how trade policy affects classification, and how automation can help improve compliance and speed across borders.

We’ll cover how to:

Understand HS code structure and updates
Track tariff and trade changes
Avoid penalties from misclassification
Automate HS classification to save time
Scale globally with confidence

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

Live Webinar: The AP Buy-In: Justifying Software That Covers IT All
2025-06-12 12:00 - 13:00
Financial automation system selection isn’t your call. You might think that it should be. But, your IT department will have the final say.

The answer will probably be no if they think the software is difficult to deploy and maintain. They may also have strict requirements for easy integration with your ERP and the cloud. And if you want to transact in and store customer payment information, applicable security standards might make them think twice.

When your AP simplicity is IT’s headache, functionality doesn’t even matter. So, it’s imperative that you increase the depth and breadth of your accounts payable automation capabilities without adding complexity to your tech stack.

Attend our FREE webinar to learn more about why and how to standardize on a single software covering the entire AP and expense lifecycle that easily integrates with your existing IT infrastructure.

Trade and Tariff Tuesdays - Virtual Event
2025-06-17 08:00 - 08:45, 2025-06-24 08:00 - 08:45, 2025-07-22 08:00 - 08:45
Join Avalara experts weekly for insights on trade tax and tariff compliance

Avalara experts will discuss the latest developments in trade and tariff activities, including proposed tariffs by the United States and other nations, the future of the de minimis exemption, and how these 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.

End-to-end Construction Project Lifecycle Support with Acumatica Construction Edition
2025-06-17 10:00 - 10:30
Small to medium-sized construction businesses often struggle with outdated, one-dimensional solutions that waste time and resources.

Acumatica Construction Edition is an all-in-one platform designed to support the entire project lifecycle—from bid to closeout. With Acumatica, construction teams can efficiently manage every step of a project and stay connected, no matter where they are.

Join us for this informative webinar to explore:

The common challenges SMB construction firms face and strategies for overcoming them.

A comprehensive product overview, including exciting new preconstruction and project management partnerships.

Acumatica’s complete solution for managing the entire construction project lifecycle.

Register now to discover how Acumatica Construction Edition empowers small and midsized construction companies to streamline operations and improve project outcomes.

Resilient finance leadership in the summer rush
2025-06-17 11:00 - 11:30
Summer can be a demanding season for finance teams. While many departments slow down, finance is often at its busiest—managing mid-year reviews, initiating budget planning, and operating with limited staffing due to time off.
Sophia Shafiq, Controller at Red and White San Francisco Bay Cruises, leads finance for a seasonal business where summer is the busiest stretch of the year. In this session, she shares her approach to maintaining operational stability, supporting her team, and leveraging tools that create flexibility without sacrificing accountability.
You’ll learn how:

Keeps finance operations running smoothly during high-volume periods
Applies technology to simplify processes and improve visibility
Builds a people-centered culture in a seasonal, fast-paced environment
Prepares her team for budget season while staying focused on the present

What's New in Sage 100 2025
2025-06-17 11:00 - 17:00
📢 Curious about what’s new in Sage 100 2025?
This release is packed with productivity-boosting features and time-saving upgrades that make an impact across the board. Whether you’re in manufacturing, distribution, or just looking to get more from your core modules, this session will walk you through the key highlights of the 2025 release—straight from our Sage 100 consulting experts.
We’ll break down the update into three main focus areas so you can see exactly what’s changing and how it can benefit your business:
What You’ll Learn About:
✅ Core Enhancements – Explore new reporting options, automation tools, and usability upgrades.
✅ Distribution Updates – See what’s new for inventory management, purchasing, and order processing.
✅ Manufacturing Improvements – Get the latest on production workflows, scheduling tools, and more.
✅ DSD Enhancements Demo – Special segment from Jon Reiter, General Manager of DSD Enhancements, showcasing compatibility updates and a live demo of something exciting coming soon.
✅ Pre-Submitted Q&A – Our consulting team will answer questions submitted in advance. Be sure to send yours in when you register!
📅 Tuesday, June 17, 2025
⏰ 11:00 AM PT | 2:00 PM ET
Stay ahead of the curve—join us to get everything you need to know about Sage 100 2025.

Master Your Cash Flow: AR Automation in Action
2025-06-18 10:00 - 10:45
Join us to discover how you can increase your cashflow. In this session, we will explore how to effectively manage and get paid faster using Sage Intacct’s powerful automated accounts receivables tools.
What You’ll Learn:

Discover how Sage Intacct Accounts Receivables helps businesses accelerate payment cycles and improves your cash flow
See Accounts Receivable automation in action with a live demonstration, showcasing how it empowers organizations to automate processes and reduce operational costs

See real customers who have successfully navigated their financial challenges using Sage Intacct Accounts Receivable Automation. Their stories will provide valuable insights and practical tips for implementing these solutions in your own organization.

Who Should Attend:
This webinar is ideal for finance professionals, CFOs, finance leaders, accountants, and business leaders looking to enhance their cash flow and overcome common financial challenges.

acu-connect Edition Days: Manufacturing
2025-06-18 10:00 - 11:00
If you use or support the Acumatica Manufacturing Edition, you know that manufacturers have unique needs when it comes to finance and operations.
Join us along with members of the Acumatica Product Management team for this presentation geared specifically toward Acumatica customers and VARs who work with the Manufacturing Edition to learn about add-on solutions to address the common challenges manufacturing businesses face and how they can help you extend the power of Acumatica.
If you work with the Manufacturing Edition, don’t miss this opportunity to learn about add-on solutions to enhance Acumatica!
When: June 18, 2025
Time: 1:00 PM ET

HR Actions Without the Hassle: Empowering Employees & Managers
2025-06-18 11:00 - 12:00
📢 Are your managers overwhelmed with HR tasks and approval delays?
When managers are stuck in email chains and employees must rely on HR for every small update, productivity suffers. Routine HR actions like approvals, role changes, or compliance updates can quickly turn into time-consuming hurdles. But it doesn’t have to be that way.
Join us for an exclusive Workforce Go HCM Lunch and Learn to explore how automation can streamline HR workflows, give managers control, and empower employees to take action—without always needing HR’s direct involvement.
What You’ll Learn About:
✅ Self-Service for Employees & Managers: Enable users to make updates and requests independently, improving satisfaction and speed.
✅ Automated Approval Workflows: Cut the back-and-forth with streamlined processes for faster decision-making.
✅ Role & Status Changes Made Easy: Handle promotions, department transfers, and other updates seamlessly.
✅ Built-in Compliance Safeguards: Ensure updates are logged, documented, and meet organizational and legal standards.
✅ Reducing HR’s Workload: Free your HR team from routine admin tasks so they can focus on strategy and engagement.
📅 Tuesday, June 18, 2025 ⏰ 11:00 AM PT | 2:00 PM ET

Maximizing Planning - Virtual Meetup
2025-06-23 08:00 - 17:00
The building blocks of Planning with our experts!

Walk through key components of your setup
Learn how to utilize Planning confidently

In this meetup you’ll:

Define full and partial budget sharing
Create financial models with formulas
Identify What-if scenarios
Review forecasts and versions

Join our experts to learn more!

Professional Services Edition: Complete Project Visibility from Opportunity to Close
2025-06-24 10:00 - 10:45
Professional services firms face many challenges. Cobbling one-dimensional solutions together may feel like a quick fix—but it just creates data silos and hinders growth.

Acumatica is a proven leader in supporting project-based businesses across a broad spectrum of Professional Services industries. That’s why our latest Industry Edition delivers the essential features and capabilities these firms require to thrive.

In this professional services management webinar, you’ll discover:

The diverse market segments served by Acumatica Professional Services Edition.

A comprehensive overview of the product today and our exciting plans for its future.

How the PSE provides firms with full project visibility from opportunity to close.

Register now to see how Acumatica Professional Services Edition is built to help small and midsized project-centric firms win projects, streamline workflows, controls costs, and turn satisfied customers into returning clients.

Solve Manufacturing Workflow Inefficiencies with Modern Tools
2025-06-25 10:00 - 10:30
In today’s fast-paced manufacturing landscape, having the right tools and technology makes all the difference in optimizing operations and enhancing productivity. Learn how Acumatica can transform your manufacturing processes with production management, material planning, and more.
Agenda Highlights:

Gain an overview of Acumatica Manufacturing Edition’s suite of functionalities, such as production, estimating, engineering, material planning, scheduling, and product configuration.
Learn about Acumatica Customer Polywood’s journey to improved employee productivity, shipping times, and integration capabilities.
Watch a demonstration of Acumatica Manufacturing Edition, which provides a step-by-step walkthrough from online order to production.

Register now to learn how Acumatica can help streamline your manufacturing processes, enhance efficiency, and support business growth.

2025 tax changes: Midyear update
2025-06-26 08:00 - 09:00
Stay ahead of sales tax changes and compliance shifts

Sales tax rules continue to evolve with new tariffs, an expanding sales tax base, and growing cross-border complexity. Join this expert-led webinar to learn which tax changes could affect your business and how to stay compliant in a shifting regulatory landscape.

We’ll discuss:

How recent tariff turmoil could impact your tax obligations
Which states are seeking to expand the tax base to include services and digital products
Updates on retail delivery fees and where they currently (and may soon) apply
Key international compliance updates affecting cross-border sales
How to prepare for future legislative trends in tax policy

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

Achieve Financial Agility and Real-Time Insights in Today's Dynamic Business Environment
2025-06-26 10:00 - 10:45
Agility and real-time insights are paramount in today’s dynamic business landscape. Explore how Acumatica’s comprehensive business management system can revolutionize your company’s financial operations.
Join business executives, finance professionals, and accounting professionals in discovering how to:

Simplify financial management with Acumatica’s modern user interface.
Enhance decision-making and operational efficiency with AI integration.
Manage payroll and general financial tasks more effectively.

Gain valuable insights into Acumatica’s powerful features that enhance collaboration, drive growth, and empower your business for success. This is your opportunity to transform the way financials are managed at your organization while staying ahead in a competitive market.
Register now to secure your spot and take the first step towards a more agile and insightful financial future with Acumatica.

Strategic Asset Management : Maximize Compliance & Control with Sage Intacct
2025-06-26 10:00 - 10:45
“Join us to discover how Sage Intacct’s Lease Accounting and Fixed Assets Management modules can help your organization elevate compliance, streamline operations, and unlock full visibility across your asset portfolio.”
What You’ll Learn :

Automate lease tracking and fixed asset management in a single, integrated solution
Maintain ASC 842 or IFRS16 compliance with built-in calculations and automated posting
Learn from real customer success stories and gain actionable insights for transforming your asset management strategy

Live Webinar: Tariff-ied? Minimizing the Impact of Economic Policy on Financial Processes and Teams
2025-07-08 10:00 - 10:30
Before recent tariffs took effect, 81% of businesses reported an increase in delayed payments. Higher levies will only make that worse, and mean more time and effort for your accounts receivable team in chasing down the money that’s owed to you. Tariffs are also adding to your accounts payable efforts, with invoice generation becoming exponentially more complex.

Accounting is already a high stress job—with 99% of finance employees admitting to on-the-job burnout. What if you could mitigate the effects of tariffs on your AP and AR?

What if you could actually reduce your consistent level of bad debt even as economic uncertainty rises?

What if you could use AI to decrease your most time-consuming accounting tasks?

Join us for our FREE webinar to learn how to minimize tariff impacts on your financial processes and team!

Reach Maximum Retail Operational Efficiency
2025-07-08 10:00 - 11:00
Join manufacturing, distribution, and retail professionals in discovering how Acumatica Retail Edition can help you down data silos, eliminate communication barriers, and transform your sales processes.
Agenda Highlights:

Enable seamless selling across storefronts and marketplaces, including Amazon, BigCommerce, and Shopify.
Get actionable insights for business-to-consumer (B2C), business-to-business (B2B), and direct-to-consumer (DTC) sales models.
Learn why businesses like yours chose a unified commerce platform over basic accounting software (like QuickBooks) or siloed legacy systems.

Register now to take the first step toward making your business future-ready.

Consumer use tax explained: What it is and how to manage it
2025-07-09 09:00 - 10:00
Has your business made purchases without getting charged sales tax? It may not be tax free — you could owe consumer use tax. Many businesses mismanage this compliance area, leading to costly mistakes. Join us to learn when use tax applies and how to stay compliant.

When businesses are responsible for paying use tax
After this webinar, you’ll be able to:

Determine events that can trigger consumer use tax requirements

Identify common consumer use tax management challenges

Review the impact of economic nexus on consumer use tax
Implement strategies to enhance compliance and reduce audit risk

Unable to attend? Register now and we’ll send you a link to view the webinar recording on demand. Live attendees can earn 1 CPE credit and participate in a Q&A, so bring your questions.

Understanding Reporting Periods in Financial Reports
2025-07-09 09:00 - 10:15
Come and learn from our Sage Intacct expert who will dive into selecting the right dates, prompting for accurate timeframes, and expanding insights by date to optimize your financial reporting. It does not matter if you are a beginner or advanced Sage Intacct user, you will be sure to expand your reporting knowledge.
We will feature:

As of dates
Prompts
Offsets
Expansions
and more

Achieve Distribution Agility with a Modern Warehousing Solution
2025-07-10 10:00 - 10:45
Navigating the complexities of the distribution industry can be challenging, especially with outdated and fragmented business management systems. Discover how Acumatica’s advanced Distribution Edition can revolutionize your operations, offering seamless inventory management, efficient sales order processing, and much more.
Agenda Highlights:

Overview of Acumatica’s Distribution Edition: Be introduced to the powerful features and capabilities of Acumatica’s distribution solution.
User-Based Dashboards: Discover how customizable dashboards can provide real-time insights and enhance decision-making.
AI Anomaly Detection: Learn about AI-driven Anomaly Detection, focusing on Sales Order Margin Anomaly Detection to proactively identify and address potential issues.
Sales Order Processing: Watch a detailed demonstration of sales order processing, including visibility and selection of attributes at the lot/serial level.

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

Enhanced email delivery service domain settings overview - Virtual Meetup
2025-07-10 12:00 - 13:00
Join our experts to learn about enhanced email delivery service domain settings.
Our enhanced email delivery service supports DomainKeys Identified Mail (DKIM) authentication, the industry-leading standard for email security. DKIM ensures that your emails are delivered to their intended recipients quickly and reliably.

Live Webinar: Take Your WISP From Paper to Practice
2025-07-15 10:00 - 10:30
Cybersecurity threats are evolving, and compliance alone isn’t enough—accounting firms must take their Written Information Security Program (WISP) beyond documentation and into real-world implementation.

Luke Kiely, cybersecurity expert and founder of iComply Online, and Gary Hibbert, founder of Consultants Like Us, an expert in cybersecurity planning and implementation for firms, will present a how-to workshop to help accounting professionals transform their WISP from a static document into a proactive security strategy.

This workshop will have a special focus on the requirements of assigning the mandatory Qualified Individual to oversee WISP implementation in your firm, including implementing baseline software security protocols for accounts payable and other high-risk areas in your practice.

Key topics include:
✅ The importance of appointing a trained Qualified Individual to oversee cybersecurity compliance and risk management.
✅ Practical steps to operationalize WISP policies, ensuring firms are prepared for audits, cyber threats, and regulatory scrutiny.
✅ Real-world examples of firms that have successfully strengthened their security posture through proactive measures starting with accounts payable processes.
✅ How to vet security solutions that align with industry best practices, including Accounts Payable for secure financial workflows.

Be proactive and get ahead of your firm’s cybersecurity requirements with this expert-led free training. Join us for actionable insights and step-by-step guidance to future-proof your firm.

Understanding Reporting Periods in Financial Reports
2025-07-16 09:00 - 10:15
Date : Wednesday, July 16, 2025
Time : 11 :00 a.m. – 12 :15 p.m. CT
Come and learn from our Sage Intacct expert who will dive into selecting the right dates, prompting for accurate timeframes, and expanding insights by date to optimize your financial reporting. It does not matter if you are a beginner or advanced Sage Intacct user, you will be sure to expand your reporting knowledge.
We will feature :

As of dates
Prompts
Offsets
Expansions
and more

Exemption certificate management 101: Compliance tips for tax-free sales
2025-07-17 08:00 - 10:00
Exempt sales aren’t exempt from risk — what you need to know

If your business makes tax-exempt sales, managing exemption certificates is key. Learn the basics and find out how to streamline collection and tracking to improve customer experience and reduce audit risk.

If your business has tax-free sales, don’t miss this webinar
In just 60 minutes, you’ll learn:

Why exemption certificates are a necessary part of any tax-exempt transaction
The anatomy of an exemption certificate and what’s needed to maintain, validate, and store one
Common exemption certificate mistakes and how to correct them
Tactics to help you fulfill your overall tax obligations as an exempt seller

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

Real-Time Financial Intelligence for Small and Midsized Businesses
2025-07-17 09:00 - 09:45

Canada - Virtual Meetup
2025-07-17 09:30 - 11:00
Join your Canadian peers to learn best practices, advance your Sage Intacct knowledge, and do a deeper dive into reporting functionality. Learn the latest product release updates, participate in our Q&A, and hear from your peers!

Intelligent Construction Lifecycle Support with Acumatica
2025-07-22 10:00 - 10:45
