Keeping Your Organization Intacct: Virtual Days

- September 15 and 22
- Webinar
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
- Presentation Slides
- 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.