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X-WR-CALDESC:Events for DSD Business Systems
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DTSTART;TZID=America/Los_Angeles:20260602T110000
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DTSTAMP:20260527T145433
CREATED:20260526T190727Z
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UID:247011-1780398000-1780399800@www.dsdinc.com
SUMMARY:Velixo Elevate Series: Use Cases for AI in Velixo Reporting & Analysis (Sage Intacct)
DESCRIPTION:Tuesday\, June 2nd\, 2026: Use Cases for AI in Velixo Reporting & Analysis (Sage Intacct)\n\n\n\nPresenter: Jim Norton\, CPA\, Evangelist & Senior Product Manager\, Velixo \nNOTE: There will be NO Excel file provided in the post-session materials for this presentation.  \nDesigning report layouts\, fixing broken formulas\, and explaining variances takes real time on every close. AI tools have gotten good at this kind of work. Velixo Intelligence\, currently in private preview\, brings that capability into the Excel workbook your team already opens\, with three agents tuned for ERP reporting. General-purpose tools like Microsoft Copilot and Claude pick up additional report design and analytical writing tasks outside of Velixo. \nThis session walks through practical AI use cases for Velixo reporting and analysis on Sage Intacct. We will cover Velixo Intelligence’s three agents: Guide (answers product questions)\, Analyst (reads values already in your sheet)\, and Report Builder (writes full reports from a prompt). We will look at how the new VX.ANALYSIS function writes commentary into the cell next to the number it explains. We will then turn to Copilot and Claude with examples of where each one is useful for report design\, formula help\, and analytical writing. \nAttendees will leave with: \n\nA clear picture of what Guide\, Analyst\, and Report Builder each do inside Velixo Intelligence\nPractical examples of using AI to design report layouts\, troubleshoot Velixo formulas\, and write variance commentary with VX.ANALYSIS\nAn understanding of where Copilot and Claude fit alongside Velixo Intelligence for reporting and analysis work\n\nRegister TODAY
URL:https://www.dsdinc.com/event/velixo-elevate-series-use-cases-for-ai-in-velixo-reporting-analysis-sage-intacct/
CATEGORIES:Sage Intacct
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260604T100000
DTEND;TZID=America/Los_Angeles:20260604T110000
DTSTAMP:20260527T145433
CREATED:20260526T162444Z
LAST-MODIFIED:20260526T162444Z
UID:247008-1780567200-1780570800@www.dsdinc.com
SUMMARY:The Modern B2B Order Lifecycle: From Click to Cash
DESCRIPTION:The Modern B2B Order Lifecycle: From Click to Cash\nB2B buyers expect fast\, seamless\, self-service experiences\, but most backend systems aren’t built to deliver. \nIn this webinar\, we’ll walk through the modern B2B order lifecycle powered by CIMcloud\, your ERP and StarShip\, showing how to eliminate manual work\, improve visibility\, and create a fully connected experience from order to delivery. \nRegister Now 
URL:https://www.dsdinc.com/event/the-modern-b2b-order-lifecycle-from-click-to-cash/
CATEGORIES:Acumatica
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260610T100000
DTEND;TZID=America/Los_Angeles:20260610T103000
DTSTAMP:20260527T145433
CREATED:20260511T213207Z
LAST-MODIFIED:20260511T214252Z
UID:246830-1781085600-1781087400@www.dsdinc.com
SUMMARY:Bank Reconciliation Basics in Sage Intacct
DESCRIPTION:Bank Reconciliation Basics in Sage Intacct\n\nWednesday\, June 10\, 2026 | 10:00–10:30 AM PDT\nJoin us for a 30‑minute webinar focused on Bank Reconciliation Basics in Sage Intacct. In this session\, we’ll share practical tips and tricks to help you streamline your bank reconciliation process\, improve accuracy\, and get the most value out of Sage Intacct’s built‑in tools. \nWhether you’re new to bank reconciliations or looking to refine your current workflow\, this webinar will provide helpful insights you can apply right away. \nWhat you’ll learn:\n\nBest practices for setting up and managing bank reconciliations\nTips to speed up the reconciliation process\nHow to avoid common reconciliation issues in Sage Intacct\n\nRegister today to reserve your spot!
URL:https://www.dsdinc.com/event/bank-reconciliation-basics-in-sage-intacct/
CATEGORIES:Sage Intacct
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260610T110000
DTEND;TZID=America/Los_Angeles:20260610T120000
DTSTAMP:20260527T145433
CREATED:20260522T171345Z
LAST-MODIFIED:20260522T171345Z
UID:246918-1781089200-1781092800@www.dsdinc.com
SUMMARY:The Shrinking Finance Team: How to Do More With Fewer People
DESCRIPTION:Where lean teams lose hours\, what to automate first\, and how to redesign month-end to scale down with you. Hosted by former Controller & CFO\, Jim Norton\, CPA \nCan’t make it live?\nEvery registrant receives full access to session recordings and materials. \nYour team got smaller. The work didn’t.\nHeadcount is down but expectations aren’t. Closes need to land on time\, forecasts need to be sharper than ever\, and the business is asking finance for more strategic input. \nIf you’re wondering how to keep delivering at the same standard with fewer people on the bench\, you’re not alone. Based on conversations with finance leaders across Acumatica\, Sage Intacct\, and Business Central\, the shrinking finance team is the defining challenge of 2026\, and most playbooks haven’t caught up. \nThis session is built for the leaders who have to figure it out anyway. \n\n\n\n\nWhat We’ll Cover in 60 Minutes:\n\nWhere lean teams lose hours – and which losses compound\nThe three workflows worth automating first\nHow to redesign month-end close so it scales down with your headcount instead of breaking under it\nProtecting controls and audit-readiness when fewer hands are on the data\nA maturity framework to benchmark where your team is and where to invest next\n\n\n\nWho Should Attend:\n\nCFOs navigating headcount pressure without sacrificing output\nControllers redesigning the close for a smaller team\nFP&A and accounting leaders looking to automate the right things first\nAnyone in finance whose job has quietly doubled in the last 12 months\n\n\n\n\n\nYour Host:\nJim Norton is a licensed CPA and former Controller and CFO who brings real-world finance leadership context to accounting technology. He began his career in public accounting performing nonprofit audits and Form 990 engagements\, then moved into leadership roles where he owned month-end close\, budgeting\, audit readiness\, and board reporting. Today\, as a Senior Product Manager at Velixo\, he applies that real-life perspective to help finance teams improve accuracy\, efficiency\, and confidence in their numbers.  \nFree for every registrant: The Lean Finance Self-Assessment + Guide\nAfter the webinar\, we’ll send you our Lean Finance Self-Assessment\, a 10-minute diagnostic that pinpoints exactly where your team is leaking capacity. It’s paired with a companion guide that maps each finding to a specific\, practical fix. Use it to turn what you learned into a plan you can act on this quarter. \nEvent Date & Time:\nJune 10\, 2026 | 2:00PM – 3:00 PM (ET)\, Zoom
URL:https://www.dsdinc.com/event/the-shrinking-finance-team-how-to-do-more-with-fewer-people/
CATEGORIES:Acumatica,Sage Intacct
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260616T110000
DTEND;TZID=America/Los_Angeles:20260616T113000
DTSTAMP:20260527T145433
CREATED:20260526T191104Z
LAST-MODIFIED:20260526T191104Z
UID:247014-1781607600-1781609400@www.dsdinc.com
SUMMARY:Velixo Elevate Series: Features and Functions You May Have Missed (Acumatica)
DESCRIPTION:Tuesday\, June 16th\, 2026: Features and Functions You May Have Missed (Acumatica)\nPresenter: Jim Norton\, CPA\, Evangelist & Senior Product Manager\, Velixo \nSession description coming soon! \nLearn more >> \nRegister Now
URL:https://www.dsdinc.com/event/velixo-elevate-series-features-and-functions-you-may-have-missed-acumatica/
CATEGORIES:Acumatica
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260624T100000
DTEND;TZID=America/Los_Angeles:20260624T130000
DTSTAMP:20260527T145433
CREATED:20260507T210759Z
LAST-MODIFIED:20260507T210759Z
UID:246769-1782295200-1782306000@www.dsdinc.com
SUMMARY:Five Ways Foundations Can Manage Endowments And Measure Impact
DESCRIPTION:Five Ways Foundations Can Manage Endowments And Measure Impact\n\n\nGain valuable insights\, connect with industry experts\, and take your knowledge to the next level.\n\n\nFoundations require long-term financial planning that balances grantmaking goals with sustainability. Successful foundations plan multi-year budgets\, manage endowments\, and align financial planning with mission impact. Attend this webinar to learn best practices for forecasting\, reporting\, and board communication. \nLearning Objectives: \n\n\nBuild multi-year budgets aligned with grantmaking strategies \n\n\nForecast endowment income and spending scenarios \n\n\nImprove financial reporting for boards and stakeholders \n\n\nConnect financial planning to long-term mission impact \n\n\nReserve Your Spot Today! \nDon’t miss out on this opportunity to create a budget that’s built to support your foundation’s future.
URL:https://www.dsdinc.com/event/five-ways-foundations-can-manage-endowments-and-measure-impact/
CATEGORIES:Acumatica,Sage 100,Sage 300
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