Staying ahead of 1099 and W-9 compliance in changing times
2025-11-19 09:00 - 10:00 (America/Los_Angeles)
Don’t wait until January to think about 1099s — by then, it’s often too late.

With 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.

Stay ahead of changes like reduced reporting thresholds and evolving gig economy rules.
You’ll learn:

Why year-round attention to W-9 and 1099 compliance helps reduce IRS penalty risk
How legislative changes, including the One Big Beautiful Bill Act, could reshape your compliance obligations
How automation can help you stay compliant and protect sensitive vendor data
How to plan year-end reporting using a comprehensive 1099 compliance checklist
Practical procedures large accounting and AP teams can implement now to keep workflows compliant and current

Can’t attend live? Register to get the on-demand recording. Live attendees are eligible to earn 1 hour of CPE credit.

Supercharged BI, Reporting & AI for Acumatica - with Next Gen Analytics
2025-11-19 11:00 - 11:30
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.
In 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.
You’ll learn how to:
✅ Empower decision-makers to get answers anytime, anywhere—without IT bottlenecks
✅ Automate analytics seamlessly with Power BI, Tableau, or Excel
✅ Maintain data models and user security with a single version of the truth
✅ Eliminate repetitive data modeling and reporting tasks
✅ Simplify advanced workflows to accelerate decision-making
✅ Use AI and machine learning, including conversational analytics, to answer key business questions
Gain unprecedented insight into:
– Financials
– Supply Chain
– Sales & Inventory
– Project Accounting
– Budgeting & Forecasting
…and more.

Supercharged BI, Reporting & AI for Acumatica – with Next Gen Analytics
2025-11-19 11:00 - 12:00
If you are ready to gain unprecedented insight into:
Financials
Supply Chain
Sales & Inventory
Project Accounting
Budgeting & Forecasting
Come and learn how DataSelf’s ETL+ Data Warehousing and next-generation BI Reporting can transform Acumatica analytics for your business:

Empower decision-makers to find answers anytime, anywhere – no IT bottlenecks
Automate analytics with Power BI, Tableau, or MS Excel
Maintain data models and user security using a single version of the truth
Automate repetitive data modeling and reporting tasks
Simplify advanced workflows to accelerate decision-making
Leverage AI and machine learning, including conversational interfaces, to address business questions

If you’re ready to replace frustration with power, ease of use, and lightning-fast insight, this session is for you.

Professional Services Edition: Complete Project Visibility from Opportunity to Close
2025-11-20 10:00 - 10:45
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.

Acumatica 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.

In this professional services management webinar, you’ll discover:

The diverse market segments served by Acumatica Professional Services Edition.

A comprehensive overview of the product today and our exciting plans for its future.

How the PSE provides firms with full project visibility from opportunity to close.

Register 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.

acu-connect Edition Days: Retail
2025-11-20 10:00 - 11:00
If you use or support the Acumatica Retail Edition, you know that retail businesses have unique needs when it comes to finance and operations.
Join 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.
If you work with the Retail Edition, don’t miss this opportunity to learn about add-on solutions to enhance Acumatica!
When: November 20, 2025
Time: 1:00 PM ET

Trade and Tariff Tuesdays
2025-12-02 08:00 - 09:00
Join Avalara for smarter moves on tariffs and global compliance

Get 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.

We’ll cover:

An up-to-date overview of tariff and de minimis changes
The ripple effects of rising import costs on pricing strategies and global trade compliance
Best practices for managing higher tariffs and global trade challenges
The role of Avalara Cross-Border in reducing errors, delays, and manual effort

Unable 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.

acuCONNECTion Hour: Holiday Edition
2025-12-04 13:00 - 14:00
Join us for games, conversation, and a well-deserved break as we wind down the year.
Why Join:
Connect with the team beyond message threads
Opportunity for real conversation and laughs
No pressure, just engaging activities
Nice mental break from your inbox
Enjoy games together
Celebrate the end of the year
Take time to unwind
We hope to see you there!

Make Your Operations Smarter with Modern Distribution Tools
2025-12-09 10:00 - 10:30, 2026-01-13 10:00 - 22:30
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.

Join 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.

You’ll receive a high-level overview and see a live demonstration of Acumatica’s key capabilities, including:

A modern, intuitive UI and role-based dashboards that enhance team productivity.
Streamlined sales order entry and workflow tools for greater efficiency.
An AI-Powered Cross-Sell Assistant to boost revenue opportunities.
Order orchestration for efficient fulfillment across multiple locations.

Optimized inventory and procurement management powered by real-time visibility.

Discover practical features that will help you connect your people, processes, and data in one scalable platform.

Register now and take the first step toward transforming your distribution operations.

2026 and Beyond: The Rise of Acumatica-First B2B eCommerce
2025-12-11 10:00 - 11:00
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.
Register 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!

Faster Integrated Payment Processing with​ Acumatica Payments​
2025-12-16 10:00 - 10:30
Collecting payments from customers and vendors can be complex, time-consuming, and costly—but it doesn’t have to be.

With 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.

Join this webinar with other forward-thinking professionals to:

See a live demonstration of secure, compliant transactions with financial and banking networks.
Learn how to simplify payment setup and reduce upgrade costs.
Discover how to automate and accelerate settlement and reconciliation.
Explore in-person payments using credit card terminals directly from Acumatica screens.

Register now to streamline your accounts receivable processes and boost customer satisfaction.

Plan, Build, and Service with a Complete Construction Management System
2026-01-08 10:00 - 10:30
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.
In this webinar, you’ll learn how Acumatica will empower your team with:

Born-in-the-cloud ERP for modern, mobile, and scalable operations.
A single, connected solution covering the entire construction lifecycle.
Customizable workflows and real-time insights, wherever you work.
Seamless integration to break down data barriers.

Ready to transform your business? Register today to discover how Acumatica Construction Edition can help you build a more efficient, profitable future.

Power Your Whole Retail and Commerce Business
2026-01-14 10:00 - 22:45
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.
Explore Acumatica Retail Edition, a unified cloud platform for ERP-first and digital-native brands.
In this session, you’ll learn how to:

Unify B2B, B2C, and B2B2C commerce on a single customizable platform.
Take advantage of built-in connectors for Amazon, Shopify, and Big Commerce to simplify channel management and reduce IT overhead.
Streamline order processing and boost inventory accuracy in real time across all your sales channels.
Simplify bank reconciliation and transaction management with automated, AI-powered tools.

Register now to see how Acumatica can help you build a more connected and adaptable business.

What to Know Before You Go to Acumatica Summit 2026
2026-01-15 10:00 - 11:00
With Acumatica Summit 2026 just around the corner, acu-connect wants to help get you and your team ready!
Join 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:

The best ways to connect and network with 3000+ attendees
Events and activities
Information on our meet and greet event

Join us to get all the scoop for Seattle!

When: January 15, 2025
Time: 1:00 PM – 2:00 PM ET

Drive Multi-Modal Manufacturing Agility and Growth
2026-01-15 10:00 - 11:00
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.
In this session, you will learn how Acumatica will help you:

Streamline production planning and shop floor operations with precision.
Gain real-time visibility into your entire business with customizable dashboards.
Manage inventory and supply chains more effectively to reduce costs and improve accuracy.
Support multi-modal manufacturing, including make-to-stock and make-to-order environments.

Register today to learn how Acumatica Manufacturing Edition simplifies complexity and will help your team make smarter decisions—improving efficiency and driving growth.

Pre-Summit: Next-Gen Acumatica BI Reporting with AI – Powered by DataSelf ETL+ 2026
2026-01-15 10:00 - 11:00
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.
That changes now.
Join 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.
When: January 15, 2026
Time: 1:00 PM – 2:00 PM ET

From Close to Confidence: An Audit-Ready Finance Session
2026-01-21 11:00 - 12:00
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.
In 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.
What You’ll Learn:

What auditors ask for first, and where audits most often slow down

How strong finance teams prepare without burning out their people

How Excel fits into audit-ready workflows when it’s connected to live ERP data

What changes when reporting and reconciliations are designed to be repeatable

This session is for finance leaders who want January to feel boring in the best possible way.
Who Should Attend?

Controllers, Directors of Finance and CFOs

Accounting Managers responsible for close and audits

Finance teams relying on ERPs

Outsourced accounting and advisory partners supporting auditing and close

Acumatica Summit 2026
2026-01-25 08:00 - 2026-01-28 17:00 | Seattle Convention Center
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.
The 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.
At Summit 2026, you will:
✓ Learn about the latest AI-driven ERP technologies and capabilities.
✓ Participate in informative and interactive Breakout Sessions.
✓ Engage directly with industry experts.
In 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.”

Building Audit Support Into the Close
2026-02-18 11:00 - 12:00
Finance teams answer audit questions with whatever their close produces.
The 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.
In 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.
Together, 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.
Throughout 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.
What you’ll learn:

How finance teams structure close schedules for audit review
How teams keep supporting detail aligned as adjustments occur
How traceability holds across entities, currencies, and reporting views
Reporting patterns that reduce repeat audit questions across common mid-market ERPs

The examples reflect real close calendars and audit timelines.
Why this session is worth attending?
Jim 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.
The 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.
The session reflects how finance teams operate when accuracy, timing, and explanation all matter at once.
What this session Is:

A practical discussion on how finance teams structure close outputs to support audit review
Focused on close schedules, supporting detail, and traceability
Grounded in real operating environments across Acumatica, Sage Intacct, and Business Central
Designed for teams who already know how to close and want fewer audit follow-ups
Illustrated with targeted Velixo examples tied directly to close and audit workflows

What this session is not:

An introduction to audit concepts or close fundamentals
A generic product demo or feature walkthrough
A sales presentation or product pitch
A discussion about ERP selection or system replacement
A session focused on audit standards or regulatory interpretation

Who should attend?

Controllers, accounting managers, and finance leaders responsible for close and audits
Finance teams using Acumatica, Sage Intacct, or Business Central
Partners and advisors supporting ERP reporting and audit readiness

This session assumes fluency with close mechanics and focuses on strengthening execution.
Outcomes:

Audit support that aligns with final close numbers
Faster responses to audit follow-ups
Clearer explanations for auditors and leadership

Event Details:
February 18, 2026 | 2:00 – 3:00 PM (ET), Online
