Be inspired by visionary keynotes, a wide variety of content featuring best practices and insights, and energizing networking events with the Sage Intacct community to help lead the future of your organization.

Event materials available

• General Session & Nonprofit Breakouts Recording
  • Presentation Slides
    • 2020 Sage Intacct Release Updates
    • Budget Planning and Forecasting for 2021
    • Dynamic Allocations vs. Standard Allocations
    • Make Intacct Work for you Automation Features Tips Tricks
    • Visualization with Intacct Dashboards Reporting
    • Working Smarter with Smart Rules Events and Developer Tools
    • CLA Intacct Day - OE and RR
    • Intacct Virtual Day - Dimension Groups and Structures
• General Business Breakouts Recording
• September 15 recording will be posted on a later date

Our complimentary webinars provide an opportunity to learn, share, and connect with your peers, Sage Intacct team members, and industry professionals. Make Intacct work for you - join us for general session and breakout rooms designed for general business and nonprofits.

Sessions included for 9/15/2020:

• Sage Intacct: The Road Ahead, Dan Miller – Sage
• Visualization with Intacct - Dashboards/Reporting
• Order Entry & Revenue Recognition
• Panel Discussion: Now That I'm Live on Intacct…What's Next?
• Creating Dimension Groups and Dimension Structures
• Leveraging 3rd Party Applications with Sage Intacct Moderated

Learning objectives:

• Identify the building blocks of Sage Intacct’s Financial Report Writer and create customized financials to meet your business needs.
• Identify how Sage Intacct transforms the way people think and work so their organizations can thrive.

Sessions included for 9/22/2020:

• Technology – Our Greatest Enabler, Aaron Harris – Sage
• Make Intacct Work for You: Automation Features, Tips & Tricks
• Dynamic Allocations vs. Standard Allocations
• Budget Planning and Forecasting for 2021
• Working Smarter with Sage Intacct’s Smart Rules, Events, and Developer Tools
• 2020 Sage Intacct Release Updates

Learning objectives:

• Recognize Automation Features, Tips & Tricks of Intacct
• Recognize what are the trends that are driving organizations towards digitalization and the compound effect that COVID-19 has had on expediting this journey

Who should attend

This session is ideal for end users of Sage Intacct, whether you are a controller, CFO, accountant, or affiliated staff with financial duties at your organization.

Please register by September 14, 2020.

Speakers

• Dan Miller, SVP of Product, Sage Intacct
• Aaron Harris, CTO, Sage Intacct
• Ashley Klapperick, Senior Consultant, CLA
• Debbie Marsh, Senior Consultant, CLA
• John Merrick, Senior Consultant, CLA
• Keven Truhler, Manager, CLA
• Ted May, Senior Consultant, CLA
• Tom Maurer, Business Software Director, CLA
• Alex Avalos, Senior Consultant, CLA
• Malcolm Coate, Senior Consultant, CLA
• Heidi Grinde, Principal, CLA
• Kelsey Vatsaas, Principal, CLA
• Kathy Jastrzebski, Business Software Director, CLA
• Ashley Hunt, Business Software Director, CLA
• Seth Pomeroy, Director, CLA
• Kristin Derby, Senior, CLA 

View CPE sponsorship information.

Event Cancellation Policy