Sage Intacct Advantage 2019

Group Meeting in Hallway of Conference
  • 10/21/2019 — 10/25/2019
  • Las Vegas, NV
  • Speaking Exhibiting Attending


Join us in Las Vegas for Sage Intacct Advantage this October! Whether you're new to Advantage or a long-time user, you will come away with the knowledge and resources to take your organization to the next level. From great networking opportunities to informative educational sessions, you'll have a new understanding of how to get the most out of Sage Intacct. Be sure to drop by CLA's reception at the Hard Rock Cafe on Wednesday evening and say hello.

MGM Grand Las Vegas Hotel & Casino
Las Vegas, NV

Check out the topics that CLA will be presenting!

ADM-200 — Adding Designed Internal Control to Purchasing Workflows

Malcolm Coate, Senior Consultant, and Keven Truhler, Manager
Friday, October 25  11 a.m. – noon

Are you evaluating internal control procedures outside of Intacct? Does an "all" or "no" edit policy not fit your company’s needs when making requests and generating purchase orders? Would you like to automate tracking price variances? In this session, learn about available settings and tips around updating purchasing configurations to implement strong internal controls. Also learn how you can track, identify, and alert any price variance at any stage of your purchasing workflow. See how allowed buffers can be added to ignore small percentage or dollar based changes from request to order and order to invoice. And see how email alerts can be added to quickly notify desired recipients.

PROJ-240  Projects Implementation: An Opportunity to Re-Imagine Your Business Processes!

Debbie Marsh, Senior Consultant, and Ashley Allen, Senior Consultant
Friday, October 25  11 a.m. – noon

Are you struggling with managing data in Excel workbooks, delayed reporting, time and expense tracking spread across systems, and unorganized communication across business areas? Learn how MotionStrand has successfully implemented Sage Intacct Projects to improve the processes and procedures of their business. Learn about improvements that include an increase in GAAP and controls compliance, project manager efficiency, and organization-wide project profitability evaluation. With increased employee self-reliance, the controller is able to step away from day to day transaction oversight and start focusing more on reporting, process improvements, and looking towards the future.

PROJ-220 — Project Accounting Reporting  – Getting the Most From Your Data

Kathryn Bradshaw, Business Software Director, and Debbie Marsh, Senior Consultant
Wednesday, October 23  3 – 4 p.m.

So you've collected data from time sheets that includes hours, labor costs, billable vs. non-billable data, and others now what? In the professional services industry, do you struggle with assigning resources to new projects or reporting on how employees use their time? In this session, you will learn how to create custom and financial reports based on time sheet entry, stat accounts, projects, and tasks. Gaining these metrics will empower you to use the data to help manage your business. These reports include utilization of employees hours and how many lead to revenue for your business. Custom Reports built around Projects, Tasks, and Resources allow review how the project is progressing on hours incurred vs. hours budgeted or track when expenses are incurred.

NFP-110 — Proactive Fraud Prevention and Detection at Nonprofits

John Sprehe, Senior Innovation Analyst, and Tim Warren, Principal
Wednesday, October 23  1:45 – 2:45 p.m.

Nonprofit organizations are uniquely vulnerable to the risk of fraud, suffering both from monetary losses and a severely damaged reputation. That’s why nonprofits need to be proactive in their approach to preventing and detecting fraud. Learn top ways nonprofits can guard against fraud and how Sage Intacct can help your organization prevent, detect, and deter fraud.

RPT-120 — Driving Operational Metrics with Statistical Accounts

John Merrick, Senior Consultant
Thursday, October 24  8 – 9 a.m.

Finely tuned metrics increase insight into your operations and provide greater detail when making business decisions. In this session, you’ll learn how to enhance the information you use to analyze results and improve decision making by using statistical accounts and dimension counts. We’ll cover how to automate counts for any enabled dimension and set up rules to define exactly what to count, as well as how to create dashboards with meaningful performance cards, graphs, and reports. Integrating statistical and financial information is easy with Sage Intacct!

HLTH-100 — Ask the Experts — Things to Mind for 2020 in Healthcare

Lee Painter, Principal, CLA; Brian Bogie, Director, Sage Intacct; Mustafa Kamal, Principal, RedW; and Brian Singleton, Senior Manager, BKD
Wednesday, October 23  1:45 – 2:45 p.m.

Just like in healthcare providers, the job description of the finance departments in healthcare organizations continues to change. We have assembled a panel of experts to discuss key trends to keep a watch on in 2020 and how they will impact the financial department. Learn how healthcare organizations continue to look for new ways to control costs and better understand their businesses.

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