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DTSTART;TZID=America/Los_Angeles:20251119T090000
DTEND;TZID=America/Los_Angeles:20251119T100000
DTSTAMP:20260403T142533
CREATED:20251110T193326Z
LAST-MODIFIED:20251110T193326Z
UID:243559-1763542800-1763546400@dsdstag.ituldev.com
SUMMARY:Staying ahead of 1099 and W-9 compliance in changing times
DESCRIPTION:Don’t wait until January to think about 1099s — by then\, it’s often too late. \n\n\nWith increased IRS enforcement — and sweeping changes like the One Big Beautiful Bill Act — accounting and AP professionals need a year-round strategy. Proactively managing W-8 and W-9 forms and tax reporting processes can help adapt to regulatory shifts and save time. \n  \n\n\nStay ahead of changes like reduced reporting thresholds and evolving gig economy rules.   \nYou’ll learn: \n\nWhy year-round attention to W-9 and 1099 compliance helps reduce IRS penalty risk\nHow legislative changes\, including the One Big Beautiful Bill Act\, could reshape your compliance obligations\nHow automation can help you stay compliant and protect sensitive vendor data\nHow to plan year-end reporting using a comprehensive 1099 compliance checklist\nPractical procedures large accounting and AP teams can implement now to keep workflows compliant and current\n\nCan’t attend live? Register to get the on-demand recording. Live attendees are eligible to earn 1 hour of CPE credit.
URL:https://dsdstag.ituldev.com/event/staying-ahead-of-1099-and-w-9-compliance-in-changing-times
CATEGORIES:Acumatica,Sage 100
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251119T110000
DTEND;TZID=America/Los_Angeles:20251119T113000
DTSTAMP:20260403T142533
CREATED:20251118T192339Z
LAST-MODIFIED:20251118T192339Z
UID:243739-1763550000-1763551800@dsdstag.ituldev.com
SUMMARY:Supercharged BI\, Reporting & AI for Acumatica - with Next Gen Analytics
DESCRIPTION:Are you still battling slow reports\, dashboards that disappoint\, or data you can’t trust? Join the battalion of Data Heroes – leaders who’ve broken free from limited\, inaccurate reporting to command their data with clarity\, automation\, and speed.  \nIn this fast-paced\, 45-minute session\, discover how DataSelf’s ETL+ Data Warehousing and next-generation BI reporting supercharge Acumatica analytics for businesses of all sizes.  \nYou’ll learn how to:  \n✅ Empower decision-makers to get answers anytime\, anywhere—without IT bottlenecks  \n✅ Automate analytics seamlessly with Power BI\, Tableau\, or Excel  \n✅ Maintain data models and user security with a single version of the truth  \n✅ Eliminate repetitive data modeling and reporting tasks  \n✅ Simplify advanced workflows to accelerate decision-making  \n✅ Use AI and machine learning\, including conversational analytics\, to answer key business questions  \nGain unprecedented insight into:  \n– Financials  \n– Supply Chain  \n– Sales & Inventory  \n– Project Accounting  \n– Budgeting & Forecasting  \n…and more.
URL:https://dsdstag.ituldev.com/event/supercharged-bi-reporting-ai-for-acumatica-with-next-gen-analytics-2
CATEGORIES:Acumatica
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251119T110000
DTEND;TZID=America/Los_Angeles:20251119T120000
DTSTAMP:20260403T142533
CREATED:20251117T173631Z
LAST-MODIFIED:20251117T173631Z
UID:243720-1763550000-1763553600@dsdstag.ituldev.com
SUMMARY:Supercharged BI\, Reporting & AI for Acumatica – with Next Gen Analytics
DESCRIPTION:If you are ready to gain unprecedented insight into:\nFinancials\nSupply Chain\nSales & Inventory\nProject Accounting\nBudgeting & Forecasting \nCome and learn how DataSelf’s ETL+ Data Warehousing and next-generation BI Reporting can transform Acumatica analytics for your business: \n\nEmpower decision-makers to find answers anytime\, anywhere – no IT bottlenecks\nAutomate analytics with Power BI\, Tableau\, or MS Excel\nMaintain data models and user security using a single version of the truth\nAutomate repetitive data modeling and reporting tasks\nSimplify advanced workflows to accelerate decision-making\nLeverage AI and machine learning\, including conversational interfaces\, to address business questions\n\nIf you’re ready to replace frustration with power\, ease of use\, and lightning-fast insight\, this session is for you.
URL:https://dsdstag.ituldev.com/event/supercharged-bi-reporting-ai-for-acumatica-with-next-gen-analytics
CATEGORIES:Acumatica
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251120T100000
DTEND;TZID=America/Los_Angeles:20251120T104500
DTSTAMP:20260403T142533
CREATED:20251027T161243Z
LAST-MODIFIED:20251103T162611Z
UID:243434-1763632800-1763635500@dsdstag.ituldev.com
SUMMARY:Professional Services Edition: Complete Project Visibility from Opportunity to Close
DESCRIPTION:Professional services firms face many challenges. Cobbling one-dimensional solutions together may feel like a quick fix—but it just creates data silos and hinders growth. \n  \n\nAcumatica is a proven leader in supporting project-based businesses across a broad spectrum of Professional Services industries. That’s why our latest Industry Edition delivers the essential features and capabilities these firms require to thrive.\n\nIn this professional services management webinar\, you’ll discover: \n\n\n\nThe diverse market segments served by Acumatica Professional Services Edition.\n\n\n\n\n\n\nA comprehensive overview of the product today and our exciting plans for its future.\n\n\n\n\n\n\nHow the PSE provides firms with full project visibility from opportunity to close.\n\n\n\nRegister now to see how Acumatica Professional Services Edition is built to help small and midsized project-centric firms win projects\, streamline workflows\, controls costs\, and turn satisfied customers into returning clients.
URL:https://dsdstag.ituldev.com/event/professional-services-edition-complete-project-visibility-from-opportunity-to-close-5
CATEGORIES:Acumatica
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251120T100000
DTEND;TZID=America/Los_Angeles:20251120T110000
DTSTAMP:20260403T142533
CREATED:20250922T153945Z
LAST-MODIFIED:20250922T153945Z
UID:242812-1763632800-1763636400@dsdstag.ituldev.com
SUMMARY:acu-connect Edition Days: Retail
DESCRIPTION:If you use or support the Acumatica Retail Edition\, you know that retail businesses have unique needs when it comes to finance and operations. \nJoin us along with Acumatica Product Manager Stacie Jurczak for this presentation geared specifically toward Acumatica customers and VARs who work with the Retail Edition to learn about add-on solutions to address the common challenges retail businesses face and how they can help you extend the power of Acumatica. \nIf you work with the Retail Edition\, don’t miss this opportunity to learn about add-on solutions to enhance Acumatica! \nWhen: November 20\, 2025 \nTime: 1:00 PM ET
URL:https://dsdstag.ituldev.com/event/acu-connect-edition-days-retail
CATEGORIES:Acumatica
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251202T080000
DTEND;TZID=America/Los_Angeles:20251202T090000
DTSTAMP:20260403T142533
CREATED:20251027T154543Z
LAST-MODIFIED:20251027T154704Z
UID:243410-1764662400-1764666000@dsdstag.ituldev.com
SUMMARY:Trade and Tariff Tuesdays
DESCRIPTION:Join Avalara for smarter moves on tariffs and global compliance \n\n\nGet the latest on global tariff shifts\, the future of the de minimis exemption\, and how new U.S. and global trade actions could disrupt compliance and costs. Hear from Avalara experts and get strategies to stay ahead. \n\n\nWe’ll cover: \n\nAn up-to-date overview of tariff and de minimis changes\nThe ripple effects of rising import costs on pricing strategies and global trade compliance\nBest practices for managing higher tariffs and global trade challenges\nThe role of Avalara Cross-Border in reducing errors\, delays\, and manual effort\n\nUnable to attend? Register now and we’ll send you a link to view the webinar recording on demand. Or register for an upcoming webinar in the series.
URL:https://dsdstag.ituldev.com/event/trade-and-tariff-tuesdays-9
CATEGORIES:Acumatica,Sage 100
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251204T130000
DTEND;TZID=America/Los_Angeles:20251204T140000
DTSTAMP:20260403T142533
CREATED:20251110T172101Z
LAST-MODIFIED:20251110T172101Z
UID:243527-1764853200-1764856800@dsdstag.ituldev.com
SUMMARY:acuCONNECTion Hour: Holiday Edition
DESCRIPTION:Join us for games\, conversation\, and a well-deserved break as we wind down the year. \nWhy Join: \nConnect with the team beyond message threads\nOpportunity for real conversation and laughs\nNo pressure\, just engaging activities\nNice mental break from your inbox\nEnjoy games together\nCelebrate the end of the year\nTake time to unwind \nWe hope to see you there!
URL:https://dsdstag.ituldev.com/event/acuconnection-hour-holiday-edition
CATEGORIES:Acumatica
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251209T100000
DTEND;TZID=America/Los_Angeles:20251209T103000
DTSTAMP:20260403T142533
CREATED:20251208T164206Z
LAST-MODIFIED:20251208T164910Z
UID:243831-1765274400-1765276200@dsdstag.ituldev.com
SUMMARY:Make Your Operations Smarter with Modern Distribution Tools
DESCRIPTION:Distributors face challenges managing thousands of SKUs\, coordinating teams and locations\, and meeting customer demands for fast\, personalized service. Disconnected systems only add to the struggle\, making it harder to stay competitive. \n\n\nJoin Acumatica experts for a webinar tailored to the needs of small and mid-sized businesses. Discover how Acumatica Distribution Edition\, a fully integrated\, mobile-ready ERP solution\, simplifies operations and helps your business thrive. \n\n\nYou’ll receive a high-level overview and see a live demonstration of Acumatica’s key capabilities\, including: \n\n\nA modern\, intuitive UI and role-based dashboards that enhance team productivity.\nStreamlined sales order entry and workflow tools for greater efficiency.\nAn AI-Powered Cross-Sell Assistant to boost revenue opportunities.\nOrder orchestration for efficient fulfillment across multiple locations.\n\n\n\n\n\nOptimized inventory and procurement management powered by real-time visibility.\n\n\nDiscover practical features that will help you connect your people\, processes\, and data in one scalable platform. \n\n\nRegister now and take the first step toward transforming your distribution operations.
URL:https://dsdstag.ituldev.com/event/make-your-operations-smarter-with-modern-distribution-tools
CATEGORIES:Acumatica
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251211T100000
DTEND;TZID=America/Los_Angeles:20251211T110000
DTSTAMP:20260403T142533
CREATED:20251117T173933Z
LAST-MODIFIED:20251117T173933Z
UID:243723-1765447200-1765450800@dsdstag.ituldev.com
SUMMARY:2026 and Beyond: The Rise of Acumatica-First B2B eCommerce
DESCRIPTION:2026 is the year Acumatica-first eCommerce takes center stage—and the companies leading it are redefining what digital transformation really means. Join us for real stories from B2B innovators using Acumatica data to power personalization\, accuracy\, and seamless self-service experiences. You’ll see the tech\, the tactics\, and the wins behind their success. Discover what it takes to be one of the B2B winners shaping the next era. \nRegister today and learn how you can benefit from our over two-decades of experience helping companies grow their business and improve operational efficiency into 2026 and beyond!
URL:https://dsdstag.ituldev.com/event/2026-and-beyond-the-rise-of-acumatica-first-b2b-ecommerce
CATEGORIES:Acumatica
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251216T100000
DTEND;TZID=America/Los_Angeles:20251216T103000
DTSTAMP:20260403T142533
CREATED:20251208T164604Z
LAST-MODIFIED:20251208T164604Z
UID:243836-1765879200-1765881000@dsdstag.ituldev.com
SUMMARY:Faster Integrated Payment Processing with​ Acumatica Payments​
DESCRIPTION:Collecting payments from customers and vendors can be complex\, time-consuming\, and costly—but it doesn’t have to be. \n\n\nWith Acumatica Payments\, your business can easily and securely accept customer payments\, manage accounts receivable\, and reduce the costs associated with payment processing. Fully integrated with the Acumatica ERP solution\, Acumatica Payments is simple to use and manage. \n\n\nJoin this webinar with other forward-thinking professionals to: \n\nSee a live demonstration of secure\, compliant transactions with financial and banking networks.\nLearn how to simplify payment setup and reduce upgrade costs.\nDiscover how to automate and accelerate settlement and reconciliation.\nExplore in-person payments using credit card terminals directly from Acumatica screens.\n\n\n\nRegister now to streamline your accounts receivable processes and boost customer satisfaction.
URL:https://dsdstag.ituldev.com/event/faster-integrated-payment-processing-with-acumatica-payments-2
CATEGORIES:Acumatica
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260108T100000
DTEND;TZID=America/Los_Angeles:20260108T103000
DTSTAMP:20260403T142533
CREATED:20251222T221911Z
LAST-MODIFIED:20251222T221911Z
UID:244100-1767866400-1767868200@dsdstag.ituldev.com
SUMMARY:Plan\, Build\, and Service with a Complete Construction Management System
DESCRIPTION:Are disconnected systems holding your construction business back? Moving forward can feel impossible if you’re struggling with siloed\, scattered\, unreliable data\, slow decision-making\, and time-wasting manual tasks. Acumatica Construction Edition is designed to eliminate these obstacles\, unifying your operations from end to end. \nIn this webinar\, you’ll learn how Acumatica will empower your team with: \n\nBorn-in-the-cloud ERP for modern\, mobile\, and scalable operations.\nA single\, connected solution covering the entire construction lifecycle.\nCustomizable workflows and real-time insights\, wherever you work.\nSeamless integration to break down data barriers.\n\nReady to transform your business? Register today to discover how Acumatica Construction Edition can help you build a more efficient\, profitable future.
URL:https://dsdstag.ituldev.com/event/plan-build-and-service-with-a-complete-construction-management-system
CATEGORIES:Acumatica
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260113T100000
DTEND;TZID=America/Los_Angeles:20260113T223000
DTSTAMP:20260403T142533
CREATED:20251222T222616Z
LAST-MODIFIED:20251222T222616Z
UID:244103-1768298400-1768343400@dsdstag.ituldev.com
SUMMARY:Make Your Operations Smarter with Modern Distribution Tools
DESCRIPTION:Distributors face challenges managing thousands of SKUs\, coordinating teams and locations\, and meeting customer demands for fast\, personalized service. Disconnected systems only add to the struggle\, making it harder to stay competitive. \n\n\nJoin Acumatica experts for a webinar tailored to the needs of small and mid-sized businesses. Discover how Acumatica Distribution Edition\, a fully integrated\, mobile-ready ERP solution\, simplifies operations and helps your business thrive. \n  \n\n\nYou’ll receive a high-level overview and see a live demonstration of Acumatica’s key capabilities\, including: \n\n\nA modern\, intuitive UI and role-based dashboards that enhance team productivity.\nStreamlined sales order entry and workflow tools for greater efficiency.\nAn AI-Powered Cross-Sell Assistant to boost revenue opportunities.\nOrder orchestration for efficient fulfillment across multiple locations.\n\n\n\n\n\nOptimized inventory and procurement management powered by real-time visibility.\n\n\nDiscover practical features that will help you connect your people\, processes\, and data in one scalable platform. \n\n\nRegister now and take the first step toward transforming your distribution operations.
URL:https://dsdstag.ituldev.com/event/make-your-operations-smarter-with-modern-distribution-tools-2
CATEGORIES:Acumatica
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260114T100000
DTEND;TZID=America/Los_Angeles:20260114T224500
DTSTAMP:20260403T142533
CREATED:20251222T223247Z
LAST-MODIFIED:20251222T223247Z
UID:244106-1768384800-1768430700@dsdstag.ituldev.com
SUMMARY:Power Your Whole Retail and Commerce Business
DESCRIPTION:Managing multiple sales channels with an outdated ERP system hinders your growth. And juggling inventory\, dealing with inaccurate ETAs\, and reconciling transactions across platforms is complex and time-consuming. It’s time to connect your operations. \nExplore Acumatica Retail Edition\, a unified cloud platform for ERP-first and digital-native brands. \nIn this session\, you’ll learn how to: \n\nUnify B2B\, B2C\, and B2B2C commerce on a single customizable platform.\nTake advantage of built-in connectors for Amazon\, Shopify\, and Big Commerce to simplify channel management and reduce IT overhead.\nStreamline order processing and boost inventory accuracy in real time across all your sales channels.\nSimplify bank reconciliation and transaction management with automated\, AI-powered tools.\n\nRegister now to see how Acumatica can help you build a more connected and adaptable business.
URL:https://dsdstag.ituldev.com/event/power-your-whole-retail-and-commerce-business
CATEGORIES:Acumatica
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260115T100000
DTEND;TZID=America/Los_Angeles:20260115T110000
DTSTAMP:20260403T142533
CREATED:20251110T175729Z
LAST-MODIFIED:20251110T175729Z
UID:243530-1768471200-1768474800@dsdstag.ituldev.com
SUMMARY:What to Know Before You Go to Acumatica Summit 2026
DESCRIPTION:With Acumatica Summit 2026 just around the corner\, acu-connect wants to help get you and your team ready!  \nJoin 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 2026! We’ll provide our recommendations for the best Summit experience including: \n\nThe best ways to connect and network with 3000+ attendees\nEvents and activities\nInformation on our meet and greet event\n\n\n\n\n\n\n\nJoin us to get all the scoop for Seattle!\n\n\n\n\n\n\n\n\n\nWhen: January 15\, 2025 \nTime: 1:00 PM – 2:00 PM ET
URL:https://dsdstag.ituldev.com/event/what-to-know-before-you-go-to-acumatica-summit-2026
CATEGORIES:Acumatica
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260115T100000
DTEND;TZID=America/Los_Angeles:20260115T110000
DTSTAMP:20260403T142533
CREATED:20251222T224710Z
LAST-MODIFIED:20251222T224710Z
UID:244113-1768471200-1768474800@dsdstag.ituldev.com
SUMMARY:Drive Multi-Modal Manufacturing Agility and Growth
DESCRIPTION:Are disconnected systems and outdated processes holding back your manufacturing operations? Imagine streamlining everything from the shop floor to your financials with a single\, adaptable solution. \nIn this session\, you will learn how Acumatica will help you: \n\nStreamline production planning and shop floor operations with precision.\nGain real-time visibility into your entire business with customizable dashboards.\nManage inventory and supply chains more effectively to reduce costs and improve accuracy.\nSupport multi-modal manufacturing\, including make-to-stock and make-to-order environments.\n\nRegister today to learn how Acumatica Manufacturing Edition simplifies complexity and will help your team make smarter decisions—improving efficiency and driving growth.
URL:https://dsdstag.ituldev.com/event/drive-multi-modal-manufacturing-agility-and-growth
CATEGORIES:Acumatica
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260115T100000
DTEND;TZID=America/Los_Angeles:20260115T110000
DTSTAMP:20260403T142533
CREATED:20260105T182835Z
LAST-MODIFIED:20260105T182835Z
UID:244231-1768471200-1768474800@dsdstag.ituldev.com
SUMMARY:Pre-Summit: Next-Gen Acumatica BI Reporting with AI – Powered by DataSelf ETL+ 2026
DESCRIPTION:Acumatica users are undergoing pressure to deliver fast\, trustworthy insights. Scattered data\, slow reports\, inconsistent metrics\, and missing KPIs make it hard to get a complete picture of your business. \nThat changes now. \nJoin DataSelf for an inside look at DataSelf ETL+ 2026\, the newest generation of AI-powered analytics for Acumatica. Built on an AI+ foundation\, DataSelf uses intelligent automation to streamline data preparation\, accelerate modeling\, and ensure consistent\, reliable metrics across your organization. \nWhen: January 15\, 2026 \nTime: 1:00 PM – 2:00 PM ET
URL:https://dsdstag.ituldev.com/event/pre-summit-next-gen-acumatica-bi-reporting-with-ai-powered-by-dataself-etl-2026
CATEGORIES:Acumatica
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260121T110000
DTEND;TZID=America/Los_Angeles:20260121T120000
DTSTAMP:20260403T142533
CREATED:20260107T163044Z
LAST-MODIFIED:20260107T163554Z
UID:244249-1768993200-1768996800@dsdstag.ituldev.com
SUMMARY:From Close to Confidence: An Audit-Ready Finance Session
DESCRIPTION:Year-end close is upon us. Auditors don’t audit effort\, despite your best intentions. They audit evidence\, consistency\, and control. For many mid-market finance teams\, that means frantic exports\, version-control chaos\, and long nights rebuilding reports and supporting schedules that should already exist.  \nIn this live session\, an auditor\, an accounting partner\, and a finance leader walk through what audit readiness actually looks like in practice and why the most successful teams treat it as a year-round operating model\, not a year-end fire drill. \nWhat You’ll Learn:\n\nWhat auditors ask for first\, and where audits most often slow down \n\n\nHow strong finance teams prepare without burning out their people \n\n\nHow Excel fits into audit-ready workflows when it’s connected to live ERP data \n\n\nWhat changes when reporting and reconciliations are designed to be repeatable \n\nThis session is for finance leaders who want January to feel boring in the best possible way.  \nWho Should Attend?\n\nControllers\, Directors of Finance and CFOs \n\n\nAccounting Managers responsible for close and audits \n\n\nFinance teams relying on ERPs \n\n\nOutsourced accounting and advisory partners supporting auditing and close 
URL:https://dsdstag.ituldev.com/event/from-close-to-confidence-an-audit-ready-finance-session
CATEGORIES:Acumatica,Sage Intacct
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DTSTART;TZID=America/Los_Angeles:20260125T080000
DTEND;TZID=America/Los_Angeles:20260128T170000
DTSTAMP:20260403T142533
CREATED:20250930T224917Z
LAST-MODIFIED:20251020T152658Z
UID:242991-1769328000-1769619600@dsdstag.ituldev.com
SUMMARY:Acumatica Summit 2026
DESCRIPTION:The power of innovative\, AI-driven business technology comes to life at Acumatica Summit\, and this year’s industry-best ERP event takes place in the global capital of cloud computing and technological innovation—Seattle\, Washington. \nThe Pacific Northwest is the perfect setting for our vibrant Community of partners\, customers\, prospects\, engineers\, and creators to gather\, learn\, engage\, and discover new ways to increase business performance. Summit 2026 will blend structured learning and inspiring presentations in a friendly environment—perfect for exploring the latest market-shaping trends and leading-edge innovations\, engaging with subject matter experts\, and networking with colleagues and friends. And it will all take place in the spacious and modern Seattle Convention Center. \nAt Summit 2026\, you will: \n✓ Learn about the latest AI-driven ERP technologies and capabilities. \n✓ Participate in informative and interactive Breakout Sessions. \n✓ Engage directly with industry experts. \nIn the shadow of the majestic Cascade Mountains\, Acumatica Summit will inspire you to imagine what’s possible and motivate you to scale new heights. Join us in Seattle as we build the future of business\, together.”
URL:https://dsdstag.ituldev.com/event/acumatica-summit-2026
LOCATION:Seattle Convention Center
CATEGORIES:Acumatica
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DTSTART;TZID=America/Los_Angeles:20260218T110000
DTEND;TZID=America/Los_Angeles:20260218T120000
DTSTAMP:20260403T142533
CREATED:20260128T193455Z
LAST-MODIFIED:20260128T193455Z
UID:244527-1771412400-1771416000@dsdstag.ituldev.com
SUMMARY:Building Audit Support Into the Close
DESCRIPTION:Finance teams answer audit questions with whatever their close produces. \nThe structure of close schedules\, the handling of late adjustments\, and the way supporting detail stays connected determine how smoothly audits move and how many follow-up cycles follow. \nIn this live session\, Jim Norton\, CPA\, is joined by a Vice President of Finance who manages close and audits inside a complex\, operating organization. Both speakers bring experience from public accounting and private industry\, including time spent owning the close\, responding to auditors\, and supporting assurance work across demanding environments. \nTogether\, they walk through how experienced finance teams organize close outputs so audit questions receive clear\, consistent answers. The session focuses on execution that holds under review\, not process theory. \nThroughout the session\, examples using Velixo illustrate how Excel-based reporting can remain connected to ERP data while supporting real close and audit workflows across Acumatica\, Sage Intacct\, and Business Central. \nWhat you’ll learn:\n\nHow finance teams structure close schedules for audit review\nHow teams keep supporting detail aligned as adjustments occur\nHow traceability holds across entities\, currencies\, and reporting views\nReporting patterns that reduce repeat audit questions across common mid-market ERPs\n\nThe examples reflect real close calendars and audit timelines. \nWhy this session is worth attending?\nJim brings perspective from public accounting\, Controller and CFO roles\, and years spent working inside Acumatica\, Sage Intacct\, and Business Central environments. He has seen where reporting structures break down and where they hold\, from both the preparer and reviewer sides. \nThe Vice President of Finance adds a current operating view\, grounded in active audit cycles and leadership accountability. His background includes assurance work and financial management roles\, which informs how he approaches close discipline\, documentation\, and audit support. \nThe session reflects how finance teams operate when accuracy\, timing\, and explanation all matter at once. \nWhat this session Is:\n\nA practical discussion on how finance teams structure close outputs to support audit review\nFocused on close schedules\, supporting detail\, and traceability\nGrounded in real operating environments across Acumatica\, Sage Intacct\, and Business Central\nDesigned for teams who already know how to close and want fewer audit follow-ups\nIllustrated with targeted Velixo examples tied directly to close and audit workflows\n\nWhat this session is not:\n\nAn introduction to audit concepts or close fundamentals\nA generic product demo or feature walkthrough\nA sales presentation or product pitch\nA discussion about ERP selection or system replacement\nA session focused on audit standards or regulatory interpretation\n\nWho should attend?\n\nControllers\, accounting managers\, and finance leaders responsible for close and audits\nFinance teams using Acumatica\, Sage Intacct\, or Business Central\nPartners and advisors supporting ERP reporting and audit readiness\n\nThis session assumes fluency with close mechanics and focuses on strengthening execution. \nOutcomes:\n\nAudit support that aligns with final close numbers\nFaster responses to audit follow-ups\nClearer explanations for auditors and leadership\n\nEvent Details:\nFebruary 18\, 2026 | 2:00 – 3:00 PM (ET)\, Online
URL:https://dsdstag.ituldev.com/event/building-audit-support-into-the-close
CATEGORIES:Acumatica,Sage Intacct
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