Live Webinar: Conquering H2: Finishing the AP Year Strong
2025-07-29 10:00 - 10:30 (America/Los_Angeles)
Congratulations!

You survived an unprecedented first half in 2025. Just in time for the latest economic news to signal a mixed bag:

The consumer confidence index fell in June.
Inflation expectations eased.
The Fed said no interest rate cut in July. (And, then the Chairman indicated that it might still be on the table.)

It’s been a wild ride so far! And, the second half is shaping up to be more of the same. So, what are your plans to manage and mitigate outside events and influences? And, how are you going to make sure you weather whatever comes your way?

Join Quadient AP on July 29th at 10AM PT / 1PM ET for our FREE webinar to help you own your results for the rest of this year:

Achieve cash consistency. This is about Accounting delivering for the business.
Realize AI equilibrium in AP. This is about your sanity.
Maintain your 2025 growth mindset. This is all about you.

ERP-First eCommerce for Sage X3 and Sage 300: Maximize efficiency with automation
2025-07-29 10:00 - 11:00
Join this Sage-hosted webinar designed specifically for Sage X3 and Sage 300 customers to explore how commercebuild’s ERP-first eCommerce platform bridges the gap between your ERP and online sales. Learn how a fully integrated solution can streamline your operations, enhance customer experience, and drive growth for your business.
In the webinar we will cover:

Why Sage X3 and Sage 300 customers are choosing ERP-integrated eCommerce.
How automation eliminates manual order entry and maximizes efficiency.
Real-time sync for inventory, pricing, and customer data between Sage X3, Sage 300, and your webstore.
Four connected selling experiences: B2B, B2C, Customer Portal, and Sales Portal.
Live demo and real-world customer success stories.

Fundamentals of AI in Finance
2025-07-29 11:00 - 11:30
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.

Digital Maturity in Action: ERP-Driven Commerce for Complex B2B/DTC Supply Chains
2025-07-30 09:00 - 10:00
Discover how growing B2B and DTC companies accelerate their digital maturity through unified commerce and ERP operations. In this executive-focused session, we’ll explore how mid-market manufacturers, distributors, and retail merchants transform complex supply chains into competitive advantages—whether selling through dedicated B2B portals, DTC storefronts, or third-party marketplaces like Amazon.
Learn how modern cloud platforms like Acumatica and BigCommerce help companies in regulated and complex industries:

Launch new sales channels without adding operational complexity
Manage sophisticated B2B requirements alongside DTC commerce
Automate compliance and complex product management
Deliver personalized buying experiences at scale
Unify inventory, pricing, and customer data across channels

Featured speaker Brett Davis, CFO of NuvoH2O, shares how his team leveraged integrated ERP and commerce to expand market reach while maintaining their premium brand experience. You’ll learn practical strategies for evaluating and implementing solutions that drive growth across all channels—from traditional retail to emerging digital marketplaces.
Perfect for executives and decision-makers ready to accelerate their digital commerce transformation. Join us to explore how unified operations can turn supply chain complexity into lasting competitive advantage.

Experience the power of AI for faster, smarter tax research
2025-07-31 08:00 - 09:00
Discover the future of tax research in action

Join the webinar to find out how Avi for Tax Research, the new Avalara AI-powered research assistant, delivers faster, smarter tax research.

Learning objectives
We’ll cover:

The compliance challenges driving the need for AI-enabled research tools
How to use the AI-powered tax research assistant to get real-time, natural language answers
Ways to explore cross-border trade content, including AI-powered HS code classification
Firsthand experiences and ROI stories from early adopters
The broader regulatory landscape and how more accurate research reduces audit risks

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

Mastering Project Delivery with Acumatica Professional Services Edition
2025-07-31 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.

A Better Way Forward for NetSuite Users
2025-08-05 09:00 - 09:30
Join us for an exclusive conversation with Boca Terry, a leading name in luxury hospitality products, as they share their transformative journey from outdated, disconnected systems to a unified, cloud-based ERP solution with Acumatica.
Discover the key drivers behind their decision to switch ERP platforms, the challenges they faced, and the strategic considerations that led them to choose Acumatica. Furthermore, discover the pivotal moments in their selection process and gain practical advice from industry professionals who’ve successfully made the leap.
Whether you’re evaluating your current ERP or planning a digital transformation, this session offers valuable takeaways to help guide your decision-making process.
Key Takeaways:

The business challenges that prompted an ERP change
How cloud ERP enabled operational efficiency, remote access, and business continuity
Lessons learned and advice for businesses considering an ERP switch
Real-world advice for a successful ERP rollout

Register now to learn about the impact of ERP on business growth from a real Acumatica customer story.

Live Webinar: AP Fraud Files: Famous Frauds
2025-08-05 11:00 - 12:00
weren’t just accounting failures; they were ethical implosions that rocked global finance.

Think of it like true crime meets financial reporting: red flags, drama, and critical lessons for today’s accounting pros.

💥 What You’ll Experience:

Behind-the-Ledger Breakdown of three iconic frauds
Fraud Red Flags every accounting professional should know
Tactical Insights to strengthen internal controls & prevent deception
Best Practices in AP through the lens of hard-earned corporate lessons
Automation That Guards Against Fraud with Quadient AP

📺 Docu-Series Format:

This isn’t just a webinar—it’s the kickoff of a binge-worthy investigation through the darkest corners of accounts payable.

🌟 Coming Soon in the Series:

Episode 2: AP Fraud Files: Vendor Fraud: Explore how fake vendors, misclassified payments, and collusion quietly drain the bottom line—and how to stop it before it starts.
Episode 3: AP Fraud Files: Payment Fraud: From phishing to approvals gone wrong, dive into the tactics fraudsters use to exploit the payment cycle—and how automation and oversight can fight back.

Each episode builds your toolkit for stronger accountability, ethical vigilance, and smarter AP operations.

🎯 Who Should Tune In:

Accounting & AP professionals
Finance team leads
Risk & compliance officers
Anyone who’s ever thought “It couldn’t happen here…”

Data-driven storytelling for finance leaders: Turning numbers into narrative
2025-08-05 11:00 - 12:00
Today’s finance leaders are expected to provide visibility into their company’s performance and add valuable insight as the business moves forward. However, there are often multiple stakeholders who receive the updates. Knowing their needs and what they care about is essential to crafting a compelling report.
Join Linda Pinion, Principal Solution Consultant at Sage, and Thought Leadership Host, Ed Kless, as they discuss:

Key considerations for sharing performance metrics and actionable insights.
How dashboards can tell your audience what’s happening and why.
How to leverage timely information and present it in the most meaningful format.
Real-world examples of utilizing visuals and dimensional analysis to showcase details that matter.

Build Faster and Smarter with Acumatica APEX for Construction
2025-08-06 10:00 - 11:00
Tired of complex, costly software implementations? Acumatica APEX for Construction makes software setup simple with built-in support and services. Get up and running faster at lower costs. This all-in-one offer combines Acumatica’s powerful construction management solution with expert implementation services—at a locked-in price that helps you stay on budget.
Join us to learn how APEX helps you:

Save money by combining software and implementation into one cost-effective package.
Customize your solution with an easy-to-use pricing calculator.
Boost efficiency with Acumatica’s award-winning usability.
Skip the complexity and take control of your construction projects with a hassle-free solution.

Register now to learn how Acumatica and its APEX pricing package give you the tools to take control of your projects—without the high costs and complexities of traditional ERP systems.

The 2030 EU mandate map: Navigating ViDA and e-invoicing reform
2025-08-07 08:00 - 09:00
Get ahead of the VAT compliance curve across EU member states

Join Avalara to learn how to simplify multi-country VAT and e-invoicing compliance in light of the VAT in the Digital Age (ViDA) reforms. Don’t wait to prepare.

Navigate ViDA and EU e-invoicing mandates with a unified compliance strategy
Join Avalara to find out how to streamline multicountry VAT and prepare for the 2030 mandate map.
We’ll cover how to:

Identify how ViDA reforms affect cross-border transactions
Determine the impact of real-time reporting on VAT processes
Avoid common pitfalls when implementing e-invoicing mandates
Develop a scalable, API-based approach to e-invoicing
Establish a unified, strategic model for tax compliance

Can’t attend live? Register to get the on-demand recording

Own It All: Advanced Consolidation Strategies with Intacct
2025-08-07 10:00 - 11:00
Want to learn more about Intercompany Movements and Consolidations? Join us for a live webinar that dives into powerful consolidation capabilities that can help you simplify workflows, reduce errors, and gain clearer insights—fast.
What you’ll see in action:

A live demo of Intercompany Movements & Consolidations
How to streamline domestic consolidations
Converting multiple operating currencies into a single view
Managing advanced ownership structures
Leveraging affiliate entity dimensions for smarter reporting

AI and cloud reigning digital transformation: Strategic insights from a finance modernization leader
2025-08-12 11:00 - 12:00
AI is accelerating change across the finance function—and leaders are stepping up to guide their organizations through it. In this one-on-one conversation, David Cezak, Chief Cloud Officer at RKL eSolutions, shares firsthand insights from helping dozens of finance teams modernize operations, embrace cloud-first strategies, and lead with confidence in a rapidly evolving landscape.
With deep experience in ERP modernization, AP automation, and strategic advisory, David offers a practical, executive-level perspective on how finance can evolve from operational execution to transformation leadership.
Key Takeaways:

How cloud and modern technologies are reshaping finance.
Moving from process automation to strategic enablement.
What transformation looks like from the C-suite.
Building a roadmap for scalable, future-ready growth.

Gear Up for Success
2025-08-13 09:00 - 10:00
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

Live Workshop: From Novice to Guru: Mastering AI in Finance
2025-08-13 10:00 - 11:00
In 2022, an estimated 45% of companies adopted AI into their financial processes. Three years later, that number is expected to leap to 85%.

AI has arrived in finance, and if you aren’t on board, you’re getting left behind.

Making such a significant change can seem intimidating, but it doesn’t have to be. In our upcoming webinar — From Novice to Guru: Mastering AI in Finance — we’ll walk you through everything you need to know to stay ahead of the curve.

Join the session to discover:

Ways that AI is being used to transform finance
How to address your team’s concerns about AI adoption
Practical steps to onboard
How AI transformed finances for one of Europe’s largest staffing companies

Sage Intacct​ 2025 R3 Highlights​
2025-08-13 11:00 - 12:00
Join us for our upcoming Sage Intacct Quarterly Release Webinar, where we’ll explore the latest features and enhancements of Sage Intacct’s newest update.
Discover the latest Sage Intacct innovations tailored for you! Our expert DSD team will guide you through cutting-edge advancements, unveiling powerful features that can transform your financial management. Don’t miss this exclusive opportunity to stay ahead of the curve and maximize your Sage Intacct experience. Join us for an insider’s look at the most impactful updates for our valued DSD customers!
In this concise 60-minute session:
• Provide an overview of the key features in the latest Sage Intacct release
• Highlight important user interface updates
• Discuss critical items to be aware of for maximizing your Sage Intacct experience
• Customization Opportunities in Sage Intacct
• Interactive Q&A session to address your specific questions

Property tax and business license compliance outliers: A closer look at key considerations
2025-08-14 09:00 - 10:00
Learn how to protect your business.

Managing property tax and business licenses is necessary to run a successful business — but staying compliant is challenging when rules vary by jurisdiction, industry, or circumstance.

Take a closer look at property tax and business license compliance.
We’ll cover:

The current compliance landscape

Outliers, challenges, and trigger events

Industry-specific considerations
Strategies to automate compliance

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

Win More Projects with Streamlined Professional Services Workflows
2025-08-14 10:00 - 10:45

Optimize Your Projects with Sage Intacct PSA
2025-08-15 10:00 - 11:00
Ready to take control of your project planning and resource management?
Join us for an inside look at Sage Intacct PSA, powered by Forecast—a smart solution built to help you optimize planning, boost resource efficiency, and automate time-consuming processes.
See it in action during a live demo and discover how PSA can help your team save time, reduce manual work, and deliver projects more effectively.

Trade and Tariff Tuesdays
2025-08-19 08:00 - 08:45
Join Avalara experts weekly for insights on trade 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 duty 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.

How to win the finance talent war
2025-08-19 10:00 - 11:00
83% of CFOs say accounting talent shortages are a top concern. As expectations rise and finance teams are stretched thin, leaders are searching for smarter ways to attract, engage, and retain top professionals. Join us for this Sage-hosted webinar designed specifically for Sage 100 and Sage 300 customers to explore how to combine proven hiring strategies with AP Automation to build a future-ready finance team.
Discover how automation reduces burnout, boosts performance, and helps your team focus on high-value work.

Velixo for Sage Intacct Nonprofits
2025-08-19 10:00 - 11:00
Join us for a live session where we’ll unveil Velixo for Sage Intacct Nonprofit — a purpose-built solution that empowers nonprofit finance teams to simplify compliance, automate reporting, and manage complex funding workflows, all within Excel.
Led by Jim Norton, CPA, Senior Product Manager at Velixo and former nonprofit CFO, this webinar will walk you through how Velixo transforms nonprofit reporting by combining the power of Sage Intacct, the flexibility of Excel, and templates designed specifically for mission-driven organizations.
You’ll learn how to:

Track and release donor-restricted net assets
Automate GAAP and IRS-compliant financials
Build board-ready reports and grant packages
Allocate by actuals or budgets across time and dimensions
Eliminate hours of manual work — without leaving Excel

Whether you’re a controller, CFO, or program lead, this session is designed to help you gain more clarity, speed, and confidence in your financial operations.

Partner Only: What's New with DSD Development
2025-08-19 11:00 - 11:45
Join us for an exclusive partner-only session as Jon Reiter, General Manager, Sage 100 Enhancements, showcases the latest Sage 100 Enhancements developed by the DSD team. You’ll gain insight into how our Technology department has evolved over the past year, see a live demo of newly released tools, and get a glimpse into the future of DSD Development.
Whether you’re looking to stay ahead of the curve or deepen your Sage 100 offering, this session is packed with valuable updates and insights just for partners.

Working Smarter not Harder with Sage Intacct
2025-08-20 09:00 - 10:30
Whether you’re a seasoned Sage Intacct user or a curious newbie, this webinar offers something for everyone. Join us to dive into the Help Center and discover valuable information and resources. You will also discover how to customize your workspace to make Sage Intacct work for you and boost efficiencies and productivity.
We will feature:

Sage CoPilot Search
Browsing the Video library
Exploring productivity shortcuts
Customizing your workspace
and more!

Future-Ready Retail: Automating Amazon, Shopify, and BigCommerce Operations
2025-08-20 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.

Get more from your Sage data: Automation, trust, and report readiness
2025-08-20 10:00 - 11:00
Sage 100, 300 and X3 hold rich, business-critical data—but turning that data into clean, consistent analytics across departments, companies, or time periods can still be a manual, time-consuming process.
In this session, Zap Sales Director, Rohit Kanwara, will show how Sage Data & Analytics (SD&A) streamlines financial reporting by adding an automated data layer that plugs straight into your Sage environment. With out-of-the-box data models and automated schema management, SD&A simplifies how you access, prepare and deliver data into Power BI, Excel, or Zap’s browser-based Analytics—without disrupting workflows or needing custom code.
Whether you are consolidating multiple entities or simply trying to accelerate month-end reporting, SD&A complements your Sage investment by making trusted data easier to work with—and easier to trust.

Insider Session: Breaking News in Accounting AI & AP Automation
2025-08-20 10:00 - 11:00
Join John Higgins, CPA and technology strategist, for a fast-paced briefing on the latest breakthroughs shaking up the accounting landscape. From headline-making AI developments to the evolution of Accounts Payable automation, this session will unpack what’s real, what’s hype, and what’s next—and most importantly, what it means for firms ready to level up their advisory services.

In this interactive session, John will cover:

AI’s role in reshaping accounting workflows—including how generative tools are changing the game for client insights, forecasting, and communication.
Next-gen A/P automation—the latest innovations in invoice capture, cash flow management, and vendor collaboration.
Advisory acceleration through digital transformation—strategies to help firms pivot from compliance to high-impact consulting.

Whether you’re a practitioner, CAS team leader, or firm executive, you’ll walk away with actionable takeaways and a fresh perspective on how to stay competitive—and relevant—in a rapidly shifting tech landscape.

Workforce Benchmarking: Smarter Decisions with Guided Analysis Tools
2025-08-20 11:00 - 12:00
📢 Are you making workforce decisions without reliable data to back them up?
Many organizations operate in the dark when it comes to key workforce metrics—like salaries, overtime trends, tenure, and staffing levels. Without benchmarking tools or access to meaningful analytics, it’s nearly impossible to make informed decisions, reduce labor costs, or stay competitive.
Join us for an exclusive Workforce Go HCM Lunch and Learn to discover how Workforce Go’s People Insights delivers real-time benchmarking and guided analysis, powered by your internal workforce data. With AI-driven insights and user-friendly tools, you can eliminate guesswork and make smarter, faster, and more strategic decisions.
What You’ll Learn About:
✅ Real-Time Workforce Benchmarking: Access up-to-date data on compensation, overtime, tenure, and staffing trends across your organization to guide strategic decisions.
✅ AI-Driven Analysis & Guided Insights: Leverage artificial intelligence to surface meaningful insights and trends—no data scientist required.
✅ Smarter Staffing & Workforce Planning: Use historical and predictive data to forecast needs, optimize headcount, and improve scheduling efficiency.
✅ Labor Cost Optimization: Identify cost-saving opportunities by uncovering patterns in labor spend and overtime usage.
✅ Reducing Risk with Better Reporting: Proactively address compliance gaps and workforce risks with powerful reporting tools and industry comparisons.
📅 Wednesday, August 20, 2025
⏰ 11:00 AM PT | 2:00 PM ET
Make your next workforce decision the smartest one yet—with Workforce Go’s People Insights.

Hospitality Industry
2025-08-21 09:30 - 11:00
Join your fellow Hospitality peers to learn about best practices, product updates, and more from our experts.
In this session we’ll highlight:

KPIs you should be tracking for your Hospitality business
Product enhancements for Hospitality

We’ll feature:

A customer panel
Highlighted resources and release updates that help you get the most out of Sage Intacct
Open Q&A

…and more!

Optimization for Financial Services with Sage Intacct
2025-08-21 10:00 - 11:00
Finance is moving fast—are you keeping up?
Join us for a high-impact session tailored for finance leaders navigating today’s rapidly evolving landscape. Discover how Sage Intacct can help you streamline operations, gain real-time visibility, and drive smarter, faster decisions across your organization.
