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X-WR-CALDESC:Events for DSD Business Systems
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DTSTART;TZID=America/Los_Angeles:20260218T110000
DTEND;TZID=America/Los_Angeles:20260218T120000
DTSTAMP:20260405T124335
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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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260219T093000
DTEND;TZID=America/Los_Angeles:20260219T110000
DTSTAMP:20260405T124335
CREATED:20251229T190205Z
LAST-MODIFIED:20260130T231451Z
UID:244164-1771493400-1771498800@dsdstag.ituldev.com
SUMMARY:Keys to success in your first 100 days and beyond
DESCRIPTION:Are you a new customer? Have you recently implemented Sage Intacct? Join us for this Keys to success in your first 100 days and beyond meetup. We’ll give you a thorough Sage Intacct 101 review including: \n\nProduct management overview\nReporting\nSage University\nCommunity\nCustomer Support\nProfessional Services\n\n…and more!\nIn this session\, you’ll learn about foundational components including: \n\nDates in Reporting\nAccount Groups\nNotification Strategies\nManage Views and Lists\n\nWe look forward to your meetup participation!
URL:https://dsdstag.ituldev.com/event/keys-to-success-in-your-first-100-days-and-beyond-4
CATEGORIES:Sage Intacct
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260224T111500
DTEND;TZID=America/Los_Angeles:20260224T121500
DTSTAMP:20260405T124335
CREATED:20260128T181930Z
LAST-MODIFIED:20260130T231805Z
UID:244521-1771931700-1771935300@dsdstag.ituldev.com
SUMMARY:Intelligent Automation in Action: AI‑Driven Dynamic Allocations for Modern Finance Teams
DESCRIPTION:As organizations scale\, allocation complexity grows with them—more entities\, more dimensions\, and greater pressure on finance teams to deliver fast\, accurate\, and fully auditable results. Yet many teams still rely on manual spreadsheets and rigid allocation rules that slow the close and introduce unnecessary risk. \nJoin Sage Intacct for a first‑ever customer roundtable featuring Edith Ruiz\, Financial Controller at Catholic Charities of Oregon\, as she shares how her team is leveraging AI‑powered Dynamic Allocations to streamline complex allocation workflows\, eliminate manual effort\, and deliver clearer financial insights. \nIn this interactive session\, you’ll gain real-world perspective on how modern finance teams are: \n\nAutomating recurring\, multi-entity\, and multi‑dimensional allocations with confidence\nReplacing spreadsheet‑driven processes with flexible\, data‑driven allocation rules\nEnhancing accuracy\, transparency\, and auditability across every allocation cycle\nUnlocking deeper financial visibility to support faster\, smarter decision‑making\n\nWhether you’re responsible for shared services allocations\, overhead distribution\, grant or program cost assignments\, or recurring expense management\, this conversation will show how AI‑driven automation empowers finance teams to spend less time managing allocations—and more time driving strategic impact.
URL:https://dsdstag.ituldev.com/event/intelligent-automation-in-action-ai-driven-dynamic-allocations-for-modern-finance-teams
CATEGORIES:Sage Intacct
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260310T080000
DTEND;TZID=America/Los_Angeles:20260310T130000
DTSTAMP:20260405T124335
CREATED:20260202T214855Z
LAST-MODIFIED:20260203T173938Z
UID:244596-1773129600-1773147600@dsdstag.ituldev.com
SUMMARY:IN-PERSON: Dallas meetup
DESCRIPTION:Join us in Dallas\, Texas! \nDay 1 \n\nMeetup: a free event for customers\, partners\, and prospects.\nDashboards training: a free 90-minute session immediately following the meetup.\n\nDay 2 \nRegistration is required for all events. \n\nFinancial Reporting Bootcamp: 6 CPE eligible training. Fee details on registration page.\nAdvance your knowledge: Hear from Product Management and Sage Intacct experts to get ahead.\nConnect and share: Network with local customers to share insights and discover how others are using Sage Intacct
URL:https://dsdstag.ituldev.com/event/in-person-dallas-meetup
CATEGORIES:Sage Intacct
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260312T093000
DTEND;TZID=America/Los_Angeles:20260312T110000
DTSTAMP:20260405T124335
CREATED:20260120T162151Z
LAST-MODIFIED:20260130T232048Z
UID:244384-1773307800-1773313200@dsdstag.ituldev.com
SUMMARY:Developer
DESCRIPTION:Attention developer community! Join us for our quarterly developer virtual meetup. Gain insight into the developer-related roadmap and provide your feedback directly to the product team. \nLearn more about: \n\nDeveloper Experience\n\nDon’t hesitate to sign up today! Stay informed\, and stay engaged with this next-level opportunity to collaborate with Sage Intacct’s finest.
URL:https://dsdstag.ituldev.com/event/developer-2
CATEGORIES:Sage Intacct
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260318T093000
DTEND;TZID=America/Los_Angeles:20260318T110000
DTSTAMP:20260405T124335
CREATED:20260203T174426Z
LAST-MODIFIED:20260203T174426Z
UID:244602-1773826200-1773831600@dsdstag.ituldev.com
SUMMARY:Sage Fixed Assets Management Overview
DESCRIPTION:Join us to learn how Sage Fixed Assets Management can streamline your asset management. \nIn this meetup\, we’ll cover the entire fixed asset life cycle from acquisition to disposal and: \n\nExplore Key Features: Get an in-depth look at the core features of our fixed assets application\, including asset tracking\, depreciation management\, and compliance reporting.\nStreamline Your Processes: Learn how to automate and streamline asset management tasks to save time\, reduce errors\, and improve accuracy.\nEnhance Reporting: Discover how to generate comprehensive reports and analytics to make data-driven decisions and maintain accurate records.\nAsk the Experts: Engage with our team of experts during a Q&A session to address your specific questions.\nand more!\n\nWe look forward to your meetup participation!.
URL:https://dsdstag.ituldev.com/event/sage-fixed-assets-management-overview-2
CATEGORIES:Sage Intacct
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260324T110000
DTEND;TZID=America/Los_Angeles:20260324T114500
DTSTAMP:20260405T124336
CREATED:20260203T174803Z
LAST-MODIFIED:20260203T174803Z
UID:244608-1774350000-1774352700@dsdstag.ituldev.com
SUMMARY:From invoice to payment: Streamlining Accounts Payables
DESCRIPTION:Join us to streamline accounts payable from invoice entry and purchasing automation through vendor payment\, powered by MineralTree in Sage Intacct. \nThis session delivers a practical\, in-depth walkthrough of AP\, PO\, and vendor payment automation\, with live in-product demonstrations. You’ll learn how to reduce manual steps\, improve accuracy\, and gain better visibility and control across your entire AP process. \nJoin us to learn how to: \n\nAutomate invoice capture\, coding\, and approval workflows\nReduce processing time\, errors\, and manual effort\nStreamline purchasing using PO matching and match tolerance insights to manage exceptions\nPay vendors on time with greater visibility and cash control\nImprove insight into payables\, approvals\, and cash flow\n\nBy the end of this Meetup\, you’ll be able to: \n\nConfidently process invoices and vendor payments in Sage Intacct\nLeverage AP automation best practices in your current workflows\nIdentify opportunities to streamline and optimize vendor payments\nEnsure your team is fully utilizing AI-powered capabilities in AP Automation
URL:https://dsdstag.ituldev.com/event/from-invoice-to-payment-streamlining-accounts-payables
CATEGORIES:Sage Intacct
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260326T110000
DTEND;TZID=America/Los_Angeles:20260326T114500
DTSTAMP:20260405T124336
CREATED:20260203T175318Z
LAST-MODIFIED:20260203T175523Z
UID:244611-1774522800-1774525500@dsdstag.ituldev.com
SUMMARY:Automating Employee Expenses with Sage Intacct
DESCRIPTION:Looking to eliminate manual work\, speed reimbursements\, and gain visibility into employee spend? Join us to learn how Sage can help streamline your expense processes\, with one of the following solutions: \n\nSage Intacct Employee Expenses: Good for organizations with simpler needs\, this solution provides streamlined receipt capture\, configurable approval workflows\, and reimbursements.\nSage Expense Management: Great for any organization\, this solution lets you quickly capture receipts via text\, see spending instantly with live card feeds\, reconcile transactions in minutes\, automate policy management and enforcement\, and tailor approvals to your needs—saving you time and simplifying every step.\n\nWalk away knowing which solution best fits your organization and how to get started.
URL:https://dsdstag.ituldev.com/event/automating-employee-expenses-with-sage-intacct
CATEGORIES:Sage Intacct
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