DSD Business Systems

Product updates for partners: Q4 2024
2024-12-11 08:00 - 09:00 (America/Los_Angeles)
Stay up to date on Avalara products and partner integration enhancements

Join us to learn more about a few new Avalara product updates, exclusively for our partner network. In this webinar, we’ll showcase:

Avalara and the Shopify Tax Platform: Learn what Shopify merchants can expect from our new integration, sold directly by Avalara.
Avalara Managed Returns for Accountants: The new nexus heat map is here. Get a live walk-through on how the Economic Nexus Report can help firms keep their clients compliant in every state.

3 Manufacturing Features for Achieving Streamlined Processes and Real-time Insights
2024-12-11 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 se how Acumatica’s Manufacturing Edition can support manufacturing professionals, business owners, and IT managers looking to optimize operations with a modern, integrated ERP solution.

Gear Up for Success : Your FREE Sage Intacct Resources
2024-12-11 10:00 - 11:00 (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 !

Streamline Financial Ops for Maximum Profitability
2024-12-11 11:00 - 12:00 (America/Los_Angeles)
Transitioning to a modern property management system can seem daunting, but its advantages are invaluable. By streamlining operations with Sage Intacct Real Estate, businesses retain skilled staff, ensure constant access to financials through a cloud-based system, automate complex calculations, and maximize ROI. This flexible system handles intricate lease agreements with ease, offering functionality tailored to the real estate industry’s needs.

Simplify your international sales tax and cross-border obligations with Avalara
2024-12-12 09:00 - 10:00 (America/Los_Angeles)
Taking your business international can create new tax compliance concerns

Do you have plans to start selling products or services in more countries? From understanding VAT to managing cross-border transactions and assigning HS codes, there’s a lot to think about before you take your business international. In this webinar, we’ll examine what businesses should consider before they start expanding into other countries.
We’ll discuss:

Staying compliant with VAT and cross-border rules and regulations
Managing VAT registrations and reporting
Meeting e-invoicing regulations and what to look for in a solution
Recent and future tax changes in Europe and other global trends

Bring your questions for the Q&A session. Webinar attendees are eligible to earn 1 hour of CPE credit.

Sage 100 Payroll Processing Course
2024-12-12 11:00 - 13:30 (America/Los_Angeles)
Class highlights include:

Year End Processing Requirements
Tips & Tricks & FAQs
Year End Checklist
How to Report Third Party Sick on W2’s
W-2 Processing
ACA Processing

Key Tools to Strive for Better Distribution Strategy and Operations with Acumatica
2024-12-13 09:30 - 10:15 (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 t improved scalability, customization, and integration capabilities.
Watcha demonstration of Acumatica Distribution Edition, showcasing it 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!

2025 tax changes
2024-12-17 08:00 - 09:00 (America/Los_Angeles)
Prepare for a new year of tax compliance
Join us for an in-depth look at 2025’s key tax updates. Led by our tax expert, we’ll cover topics ranging from new nexus thresholds to property tax changes and how to adjust your tax management strategies so your business can stay compliant.
In this webinar, you’ll learn:

Which states have updated their economic nexus thresholds and what’s expected for 2025
What property tax changes are making headlines and how they could affect you
Where new retail delivery fees are being implemented and which states are next in line
Which countries are rolling out e-invoicing mandates in 2025 and what it means for compliance
Don’t miss your chance to stay a step ahead of upcoming tax changes in 2025.

Live webinar attendees are eligible to earn 1 hour of CPE credit.

How to Evaluate Business Management Systems and Maximize Return on Investment
2024-12-17 10:00 - 10:45 (America/Los_Angeles)
Juggling multiple applications and outdated systems slows your business growth. Imagine having a single, integrated system that manages your data, automates mundane tasks, and provides real-time insights for smarter decision-making. That’s the power of modern ERP software!
Attend this webinar to learn from other business leaders on how to:

Assess Your Current Systems: Determine if you are outgrowing your existing business applications and need to move to a modern ERP platform.
Evaluate ERP Options: Effectively assess ERP applications, vendors, and partners to find the best fit for your needs.
Calculate Total Cost of Ownership: Understand the true cost of ERP applications, including hidden expenses and long-term savings.
Maximize RO: Discover the potential and real return n investment (RI) that modern ERP applications offer.

Register now to gain insights from industry peers who have transformed their businesses by moving away from entry-level accounting systems and adopting modern ERP solutions.

Chief Cloud Officer: Helping SMB Finance Leaders Evolve
2024-12-17 11:00 - 12:00 (America/Los_Angeles)
AI is revolutionizing the way the accounting industry works. It is elevating human performance by taking on the burden of repetitive but required tasks, and by accelerating analysis. But accounting is based on trust, so, companies must be totally sure that AI works accurately before they can use it to its full potential. Join us for an insightful session where David Dickson, SVP, Technical Fellow – Sage AI at Sage, shares the real reasons trust is so important. Dave will examine case studies of unintended outcomes and provide principles and guidelines for companies to follow 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 2024 and its impact on AI solutions.
Describe the four layers of trust and key compliance and regulation requirements in AI solutions.
Give examples of trusted AI finance solutions currently available in the market.

Have You Made Your List and Checked It Twice ?
2024-12-17 12:00 - 13:00 (America/Chicago)
Come and learn from Sage Intacct’s experts how to utilize Dashboards to help you monitor and access the most important aspects of your business. Checklists allow you to manage processes consistently across your organization, helping to improve the quality of the process outcome.
We will feature :

Dashboards
Checklists
Best Practices for Dashboards
and more !

Navigating 2025: Healthcare finance leaders' top priorities, predictions, and strategic plans
2025-01-07 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 and how those predictions are informing priorities and strategic plans for the year ahead. They’ll share how they’re balancing short- and long-term financial demands; the outcomes they’re aiming for; and the initiatives, best practices, and tools they expect will help them get there.

Upgrade Your Business Management System with Confidence
2025-01-08 10:00 - 22:30 (America/Los_Angeles)
Navigating the challenges of migrating to a new ERP solution can be overwhelming. Arm yourself with the critical knowledge, tools, and insight’s to confidently lead a successful implementation and sidestep the costly pitfalls of maintaining the status quo.
In this webinar, you’ll learn, alongside other business leaders, IT managers, and decision-makers, about:

Timing Your Upgrade: When to upgrade and essential preparations.
Leadership Responsibilities: The importance of leadership in ERP selection and implementation.
Decision Paralysis: Common reasons for hesitation and how t overcome them.
Company-Specific challenges: Issues faces by different types of companies.

Register now to learn how to make informed decisions on ERP migrations, lead your team through change, and achieve a successful ERP implementation.

The modern General Ledger for Nonprofits (Hint: It’s not your mother’s chart of accounts)
2025-01-08 11:00 - 11:30 (America/Los_Angeles)
How do you reduce your GL accounts by greater than 90% while simultaneously gaining reporting flexibility and deep visibility into your financial data? In this live one-hour webinar, you’ll learn about the benefits of a modern financial management system and its potential game-changing impact on your GL―starting with the foundation of your financials―your chart of accounts.
Join us and learn how a modern multi-dimensional chart of accounts can help you.

Eliminate hours of manual data entry, risk, and Excel spreadsheets.
Easily track, manage, and analyze any key data—like funds, grants, budgets, etc.
Quickly generate dashboards, data views, and reports with relevant and real-time data for key stakeholders.
Add new funds, grants, donors, and even entities—in seconds.
Gain real-time insights into your organization’s financial performance and mission impact.

Sage 100 1099 Processing Course (Repeat)
2025-01-09 11:00 - 13:00 (America/Los_Angeles)
Class highlights include:

Verify that your version of Sage 100 can process 1099s for 2024
Changes to 1099 boxes for 2024
Overall IRS guidelines for 1099 reporting
Cleaning up vendor 1099 classifications and verifying reporting amounts
Common pitfalls for 1099 processing
Using Aatrix in sage 100 to report 1099 information electronically

Reporting fundamentals
2025-01-09 11:30 - 12:30 (America/Los_Angeles)
Did you know you have access to 150+ pre-built reports? In this watch-and-learn session, you will see how to run existing reports and use dashboards to deliver those reports.
This session will provide an overview of these reporting tools available in Sage Intacct:

Lists
Standard reports
Financial reports
Financial graphs

This meetup is recommended for users who are new to Sage Intacct and users who want to know more about the available reports.

Reporting Fundamentals | Stop Reporting like it's 1999
2025-01-14 09:30 - 2025-04-16 11:00 (America/Los_Angeles)
Come learn about the types of reports available:

Standard reports
Financial reports
Custom reports

With a deep dive into key elements of the Financial Report Writer, Standard reports, Lists Views, and the Custom Report Writer.

Acumatica Professional Services Edition: Core Features to Drive Project Success
2025-01-14 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.

Dawn Brolin’s AI-Enabled Accounts Payable Playbook - Part 3: Scale Your Firm from the Inside Out with Roger Knecht, Universal Accounting Center
2025-01-15 11:00 - 12:00 (America/Los_Angeles)
Join Dawn Brolin, CPA, CFE, and Roger Knecht, for the final part of this series to learn how to scale your services by leveraging the benefits of a fully automated accounts payable system. This session will provide actionable insights into how automation can help your firm grow, improve efficiency, and enhance client satisfaction.
Key Takeaways:
Learn how automated accounts payable can support your firm’s growth.
Discover strategies to scale your services efficiently.
Understand the benefits of automation in reducing manual workload and errors.
Gain insights from real-life examples and success stories.

Month-End and Year-End Closing in Sage Intacct
2025-01-15 11:00 - 13:00 (America/Los_Angeles)
Class highlights include:

Best Practice Steps to Close Periods in Sage Intacct *including live demonstration*
Tips & Trick
Common Issues and How to Resolve
Attendee Questions

Stay a step ahead of 2025 tax changes
2025-01-16 09:00 - 10:00 (America/Los_Angeles)
Stay ahead of the curve with an in-depth look at the key tax updates for 2025. Led by an Avalara tax expert, this webinar will provide critical insights on the latest changes, including new nexus thresholds, property tax updates, and emerging compliance challenges. We’ll walk you through how to adjust your tax management strategies to ensure your business remains compliant in the year ahead.
In this session, you’ll learn about:

Updated Economic Nexus Thresholds: Which states have made changes, and what to expect in 2025.
Property Tax Changes: The latest developments and how they could impact your business operations.
Retail Delivery Fees: Where these fees are being introduced, and which states are expected to follow suit.
Global E-Invoicing Mandates: Which countries are implementing new e-invoicing requirements in 2025 and what it means for your compliance efforts.

Don’t miss this opportunity to stay informed and prepared for the upcoming tax landscape.

Advanced Reporting
2025-01-16 09:30 - 11:00 (America/Los_Angeles)
Join us for a deeper dive into: Interactive Custom Report Writer, Interactive Visual Explorer, and Financial Report Writer.

Navigating Today's Construction Environment
2025-01-16 10:00 - 11:00 (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 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.

Sage 100 Period End & Year End Processing Course
2025-01-16 11:00 - 13:00 (America/Los_Angeles)
Class highlights include:

Information to start gathering now
Module-specific housekeeping steps
Module processing order & what modules can/should be closed together
Reconciliations to do prior to Year End Processing
Critical Sage 100 Year-End Steps
Quick Overview of Year-End Tax Compliance (1099/information returns)
Best practices to stay compliant in 2025

What to Know Before You Go to Acumatica Summit 2025
2025-01-16 14:00 - 14:45 (America/Los_Angeles)
With Acumatica Summit 2025 just around the corner, acu-connect wants to help get you and your team ready!
Join fellow acu-connect members and Acumatica representatives Steve Pampinella and Michael Shockley for this webinar and learn how you can get the most from attending Acumatica Summit 2025! We’ll provide our recommendations for the best Summit experience including:

The best ways to connect and network with 3000+ attendees
Events and activities
Information on our meet and greet event

When: January 16, 2025
Time: 2:00 PM – 2:45 PM ET

Get ahead of property tax and business license compliance
2025-01-21 09:00 - 10:00 (America/Los_Angeles)
Understand how to navigate key trigger events and core requirements

Discover how noncompliance can impact your business and how to leverage shared information to save time and money and reduce risk.

Optimize property tax and business license compliance
After this webinar, you’ll understand:

Essential components of property tax and business license compliance
Key areas where businesses need to pay close attention to property tax and business license requirements to remain compliant and avoid penalties

Similarities in data and processing for property tax and business license management

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

Key Tools to Strive for Better Distribution Strategy and Operations with Acumatica
2025-01-21 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!

Inventory Management for growing business: A simple guide
2025-01-21 10:00 - 11:00 (America/Los_Angeles)
Is inventory chaos hindering your small business growth? Join us for an insightful webinar that will show you how to take control of your stock, reduce costs, and enhance your bottom line.
In this session, you’ll uncover practical strategies for mastering inventory management, including:

The Power of Accurate Inventory Tracking: Understand why precision matters and how it directly impacts your business’s success.
Essential Inventory Management Techniques: Learn simple, effective strategies to streamline your processes and save time.
Leveraging Technology for Efficiency: Discover how inventory management software and apps can automate tasks to boost accuracy and operational efficiency.
Best Practices for Inventory Control: Gain expert tips on minimizing stockouts, reducing waste, and optimizing inventory levels for maximum profitability.

Don’t miss this opportunity to gain valuable insights and actionable takeaways from industry experts that you can apply immediately to improve your business operations.

Stock, Paper, Inventory!
2025-01-22 09:00 - 11:00 (America/Los_Angeles)
Description: Inventory Control applications help you make informed inventory management decisions, by tracking merchandise, providing essential replenishment and fulfillment workflows, and analyzing your sales and ordering statistics.
We will feature:

What’s sellable inventory versus supplies
Common pain points for inventory management
Discuss key metrics for reporting
and more!

Keeping costs down in 2025: Sage for Real Estate Developers
2025-01-22 10:00 - 11:00 (America/Los_Angeles)
Join us as we reveal Sage for Real Estate Developers, our comprehensive native-cloud package that streamlines financial management, lease administration, and construction oversight. This system simplifies multi-entity management, enhances cost tracking, and offers robust reporting features. In the webinar, you’ll discover how Sage can help maximize net operating income, simplify multi-entity operations with advanced consolidation, manage construction costs with effective budgeting tools, and navigate property management complexities with flexible tenant lease structures.
