DSD Business Systems

Reinventing finance and tax: The AI boom and how to put it to work
2025-10-29 09:00 - 10:00 (America/Los_Angeles)
AI in finance now

Finance and tax leaders are shifting from AI curiosity to necessity. Based on the Avalara State of Finance study with Hanover Research — insights from 345 finance professionals in four countries — this webinar unpacks AI adoption, e-invoicing, and compliance gaps.

Join the webinar for expert insights.

Identify the key benefits finance leaders report from AI adoption.
Explain how AI is reshaping compliance across complex tax environments.
Evaluate strategies finance leaders are using to prepare for global e-invoicing mandates.
Assess compliance risks that remain despite increased automation.
Apply AI-driven approaches to tax compliance and reporting challenges.

Gain the insights you need to stay on track — save your spot today. Can’t attend live? Register to get the on-demand recording. Live attendees are eligible to earn 1 hour of CPE credit.

Going beyond financial statements with Financial Report Writer
2025-10-23 09:30 - 11:00
Come learn how to use the Financial Report Writer to create reports that show dimensions on the rows, and account groups and other data in the columns. In this session, an expert will show you how to create dimension groups and dimension structures, and use them to build a dimension-based report. We’ll also explore using custom fields on dimensions to group them for reporting purposes.

Software Industry
2025-10-16 09:30 - 11:00
Come join the incredible user community of SaaS/technology finance leaders building on Sage Intacct.

Hear the macro-trends peers are facing, and how Sage is helping you automate to scale and optimize
Learn the latest product enhancements across accounting, FP&A, payroll, rev rec, billing, and A/P
Leverage the Modern SaaS Finance Academy to grow your skills in your career

We will be featuring:

A panel of peers on how they have reduced Days Sales Outstanding (DSO), increased cash flow, and forecasted their future
Easy-to-adopt features to help you automate and report
Q&A with product leaders

We look forward to connecting!

FEWER ERRORS, FASTER RESULTS: Best Practices for Sage Intacct Imports
2025-10-15 10:00 - 10:30
Join our Sage Intacct Consulting Team for a focused 30-minute webinar on Intacct Imports. Learn how to prepare your source files, use Sage Intacct’s import templates effectively, and troubleshoot common errors. We’ll walk through best practices to save time, reduce manual entry, and ensure accurate data uploads across key modules. Whether you’re importing transactions, master records, or budgets, this session will give you the tools and confidence to make your imports smooth and successful—no matter your experience level.

Transform Your Finances: Master Spend Management
2025-10-15 09:00 - 10:00
Are you ready to take control of your organization’s spending? Join us for an enlightening webinar and discover how our Spend Management solution can revolutionize the way you handle expenses.
We will feature:

Key Features: Dive into the powerful features of our spend management application, including expense tracking, budget control, approval workflows, and vendor management.
Enhance Financial Oversight: Learn how to gain real-time visibility into your spending, identify cost-saving opportunities, and ensure compliance with your financial policies.
Automate and Simplify: Discover how automation can streamline your spend management processes, from invoice approvals to expense reimbursements, reducing manual work and errors.
Optimize Budgeting: Explore tools and strategies for effective budgeting, forecasting, and financial planning, tailored to your organization’s needs.
and more

Building a resilient supply chain: Turn tariff change into competitive advantage
2025-10-09 08:00 - 09:00
Explore tariff changes, trade updates, and strategies to build resilience.

2025 has been a year of shifting tariffs and global trade uncertainty — leaving many businesses scrambling to keep up. As the year closes, the question is: Is your business prepared to navigate what’s next with confidence?

Get strategies for global trade and tariff changes
You’ll learn how to:

Monitor and adapt to shifting global tariff policies
Improve product classification accuracy
Simplify cross-border compliance
Strengthen supply chain resilience
Leverage automation and research to reduce manual trade compliance errors

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

Keys to success in your first 100 days and beyond
2025-09-25 09:30 - 11:00
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:

Product management overview
Reporting
Sage University
Community
Customer Support
Professional Services

…and more!
In this session, you’ll learn about foundational components including:

Dates in Reporting
Account Groups
Notification Strategies
Manage Views and Lists

We look forward to your meetup participation!

Developer - Virtual meetup
2025-09-18 09:30 - 11:00
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.
Learn more about:

Developer experience

Don’t hesitate to sign up today! Stay informed, and stay engaged with this next-level opportunity to collaborate with Sage Intacct’s finest.

How to Optimize Project Success with Sage Intacct
2025-09-17 10:00 - 11:00
Want to learn how Sage Intacct can help you start and finish your projects on time, while staying on top of project costing and billing? Join us to explore how AI-powered tools and smart workflows can improve time entry, expense tracking, and forecasting.
Highlights:

Common challenges in project workflows
Best practices for managing project costs and billing
AI-powered time entry and expense tracking
Improving future project estimates with better data

Washington, D.C. - In person Meetup
2025-09-17 07:30 - 12:00
Location: Embassy Suites by Hilton Washington, D.C. Convention Center
900 10th Street NW,
Washington, District of Columbia, 20001
Onsite room: Capital C, D
Join your fellow DC Sage Intaccters to increase your knowledge, hear the latest product management update, and learn about dashboards and reporting. We look forward to seeing you in DC!

Master Budget Imports: Tips for Seamless Uploads in Sage Intacct
2025-09-10 10:00 - 10:30
Join our Sage Intacct Consulting Team for a focused 45-minute webinar on Master Budget Import. Learn how to prepare budget data, use Sage Intacct’s import templates, and avoid common upload issues. We’ll cover essential tips to streamline your process, ensure data accuracy, and help your finance team gain quick insights from budget uploads—no matter your experience level.

An Overview of Sage Fixed Assets Management
2025-09-10 09:00 - 10:00
Come hear our experts share how your organization can unlock the full potential of your asset management with Sage Fixed Assets Management to streamline the entire fixed asset life cycle from acquisition to disposal.
We will feature:

Explore Key Features: Get an in-depth look at the core features of our fixed assets application, including asset tracking, depreciation management, and compliance reporting.
Streamline Your Processes: Learn how to automate and streamline asset management tasks to save time, reduce errors, and improve accuracy.
Enhance Reporting: Discover how to generate comprehensive reports and analytics to make data-driven decisions and maintain accurate records.
Ask the Experts: Engage with our team of experts during a Q&A session to address your specific questions.
and more

The CFO's guide to digitized finance
2025-09-09 11:00 - 11:30
The landscape of finance is undergoing a digital revolution fueled by Artificial Intelligence (AI). Small and mid-sized businesses (SMBs) that embrace this transformation will unlock a world of opportunity.
Join us for our webinar with Amy Moon, Solutions Consultant at Sage, and discover proven, actionable strategies to overcome common finance challenges and embrace the digital future:

Eliminating errors and streamlining time-consuming tasks to reclaim precious hours.
Integrating data from across your organization for a holistic financial picture, freeing you to focus on strategic initiatives.
Leveraging analytics to gain valuable market insights and make smarter decisions, reducing stress and improving work-life balance.

Streamlining Fixed Asset Management with Sage Intacct
2025-09-09 10:00 - 11:00
Are you looking to gain better visibility into your asset’s financial performance? Join us to learn how Sage Intacct can help streamline your Fixed Asset Management.
Highlights:

Current challenges managing Fixed Assets
Best practices to report on costs and revenue tied to Assets
Automating the depreciation
Real-world customer stories

Live Webinar: Accounting Life: Sports
2025-09-04 11:00 - 12:00
Accountants are often cast as the underdogs—burnt out, buried in spreadsheets, and barely holding the line. But what if the accounting department could operate more like a championship team?

In this sporty new spin on our popular Accounting Life series, we’re trading stress for strategy and monotony for momentum. From fumbled invoices to unforced errors in approvals, we’ll break down how outdated processes are slowing your team down—and what you can do to bounce back stronger.

🏆 Join us for a lively, fast-paced webinar where we’ll coach you through:

The everyday process pitfalls that keep accounting teams on defense
Game-changing improvements that increase speed, accuracy, and team morale
Real-world plays from finance pros who turned chaos into coordination

Ready to level up your workflow and go from overtime to optimized?

Register now and get back in the game with smarter, smoother accounting!

First Login to First Win: Your Roadmap to Results with Sage
2025-08-28 11:00 - 11:40
Join this webinar to learn how to:

Use Sage CoPilot, your built-in AI assistant, to take repetitive tasks off your plate.
Build dashboards in minutes that drive real-time decisions.
Customize your workspace so it works the way you do.
Automate reports and streamline your month end process.
Stay connected with Sage Community, Sage University, and your partner.

Whether you’re just getting comfortable or ready to go further, this session gives you quick wins that will make your life easier and your business smarter.

Date: August 28, 2025 at 11am PT / 2pm ET
Time: 40 minutes session with a 5 minutes Q/A
Hosted by: Linda Pinion, Sage Principal Solution Consultant

AI in finance: Cut through the hype to real-world results
2025-08-26 11:00 - 12:00
AI is everywhere- but for finance leaders, it’s often unclear what it really does or how it drives results.
In this webinar, our expert panel—Jeremiah Edwards, Director of Machine Learning – Sage Ai, Hilary Duffy, Director of Product Marketing – Sage Ai, and Pooja Pewekar, Sr. Product Marketing Manager – Sage Intacct, will show how AI helps finance teams move faster, work smarter, and make better decisions.
You’ll learn to:

Cut through the noise and explore practical AI applications that truly make a difference in finance.
See real-world examples where AI has driven measurable success.
Discover key steps to set your AI implementation projects up for success.

Optimization for Financial Services with Sage Intacct
2025-08-21 10:00 - 11:00
Finance is moving fast—are you keeping up?
Join us for a high-impact session tailored for finance leaders navigating today’s rapidly evolving landscape. Discover how Sage Intacct can help you streamline operations, gain real-time visibility, and drive smarter, faster decisions across your organization.

Hospitality Industry
2025-08-21 09:30 - 11:00
Join your fellow Hospitality peers to learn about best practices, product updates, and more from our experts.
In this session we’ll highlight:

KPIs you should be tracking for your Hospitality business
Product enhancements for Hospitality

We’ll feature:

A customer panel
Highlighted resources and release updates that help you get the most out of Sage Intacct
Open Q&A

…and more!

Working Smarter not Harder with Sage Intacct
2025-08-20 09:00 - 10:30
Whether you’re a seasoned Sage Intacct user or a curious newbie, this webinar offers something for everyone. Join us to dive into the Help Center and discover valuable information and resources. You will also discover how to customize your workspace to make Sage Intacct work for you and boost efficiencies and productivity.
We will feature:

Sage CoPilot Search
Browsing the Video library
Exploring productivity shortcuts
Customizing your workspace
and more!

Optimize Your Projects with Sage Intacct PSA
2025-08-15 10:00 - 11:00
Ready to take control of your project planning and resource management?
Join us for an inside look at Sage Intacct PSA, powered by Forecast—a smart solution built to help you optimize planning, boost resource efficiency, and automate time-consuming processes.
See it in action during a live demo and discover how PSA can help your team save time, reduce manual work, and deliver projects more effectively.

Sage Intacct​ 2025 R3 Highlights​
2025-08-13 11:00 - 12:00
Join us for our upcoming Sage Intacct Quarterly Release Webinar, where we’ll explore the latest features and enhancements of Sage Intacct’s newest update.
Discover the latest Sage Intacct innovations tailored for you! Our expert DSD team will guide you through cutting-edge advancements, unveiling powerful features that can transform your financial management. Don’t miss this exclusive opportunity to stay ahead of the curve and maximize your Sage Intacct experience. Join us for an insider’s look at the most impactful updates for our valued DSD customers!
In this concise 60-minute session:
• Provide an overview of the key features in the latest Sage Intacct release
• Highlight important user interface updates
• Discuss critical items to be aware of for maximizing your Sage Intacct experience
• Customization Opportunities in Sage Intacct
• Interactive Q&A session to address your specific questions

Gear Up for Success
2025-08-13 09:00 - 10:00
Are you new to Sage Intacct? We will equip you with valuable, FREE resources to ensure you fully utilize Sage Intacct.
We will feature:

Community
Help Center
Activating Collaborate
Understanding Permissions
and more

AI and cloud reigning digital transformation: Strategic insights from a finance modernization leader
2025-08-12 11:00 - 12:00
AI is accelerating change across the finance function—and leaders are stepping up to guide their organizations through it. In this one-on-one conversation, David Cezak, Chief Cloud Officer at RKL eSolutions, shares firsthand insights from helping dozens of finance teams modernize operations, embrace cloud-first strategies, and lead with confidence in a rapidly evolving landscape.
With deep experience in ERP modernization, AP automation, and strategic advisory, David offers a practical, executive-level perspective on how finance can evolve from operational execution to transformation leadership.
Key Takeaways:

How cloud and modern technologies are reshaping finance.
Moving from process automation to strategic enablement.
What transformation looks like from the C-suite.
Building a roadmap for scalable, future-ready growth.

Own It All: Advanced Consolidation Strategies with Intacct
2025-08-07 10:00 - 11:00
Want to learn more about Intercompany Movements and Consolidations? Join us for a live webinar that dives into powerful consolidation capabilities that can help you simplify workflows, reduce errors, and gain clearer insights—fast.
What you’ll see in action:

A live demo of Intercompany Movements & Consolidations
How to streamline domestic consolidations
Converting multiple operating currencies into a single view
Managing advanced ownership structures
Leveraging affiliate entity dimensions for smarter reporting

Data-driven storytelling for finance leaders: Turning numbers into narrative
2025-08-05 11:00 - 12:00
Today’s finance leaders are expected to provide visibility into their company’s performance and add valuable insight as the business moves forward. However, there are often multiple stakeholders who receive the updates. Knowing their needs and what they care about is essential to crafting a compelling report.
Join Linda Pinion, Principal Solution Consultant at Sage, and Thought Leadership Host, Ed Kless, as they discuss:

Key considerations for sharing performance metrics and actionable insights.
How dashboards can tell your audience what’s happening and why.
How to leverage timely information and present it in the most meaningful format.
Real-world examples of utilizing visuals and dimensional analysis to showcase details that matter.

Fundamentals of AI in Finance
2025-07-29 11:00 - 11:30
AI is revolutionizing the accounting industry by handling repetitive but required tasks and accelerating analysis. However, since accounting relies so heavily on trust, companies must ensure AI’s accuracy before fully utilizing its potential.
Join David Dickson, SVP, Technical Fellow – Sage AI at Sage, as he explores the importance of trust, examines case studies of unintended outcomes, and offers principles and guidelines for companies to follow in order to build trust in their products.
Learning objectives:

Identify the relationship between AI and trust in your technology vendors.
Recognize the importance of trust in 2025 and its impact on AI solutions.
Describe the four layers of trust and key compliance requirements in AI solutions.
Give examples of trusted AI solutions currently available in the market.

Live Webinar: Conquering H2: Finishing the AP Year Strong
2025-07-29 10:00 - 10:30
Congratulations!

You survived an unprecedented first half in 2025. Just in time for the latest economic news to signal a mixed bag:

The consumer confidence index fell in June.
Inflation expectations eased.
The Fed said no interest rate cut in July. (And, then the Chairman indicated that it might still be on the table.)

It’s been a wild ride so far! And, the second half is shaping up to be more of the same. So, what are your plans to manage and mitigate outside events and influences? And, how are you going to make sure you weather whatever comes your way?

Join Quadient AP on July 29th at 10AM PT / 1PM ET for our FREE webinar to help you own your results for the rest of this year:

Achieve cash consistency. This is about Accounting delivering for the business.
Realize AI equilibrium in AP. This is about your sanity.
Maintain your 2025 growth mindset. This is all about you.

Nonprofit Industry - Virtual Meetup
2025-07-24 09:30 - 11:00
Join your Nonprofit peers to learn about best practices, product updates, and more from our experts.
In this session we’ll highlight:

Nonprofit industry trends
Resources and release updates that help you get the most out of Sage Intacct
Open Q&A

Maximizing Planning
2025-07-23 09:30 - 11:00
The building blocks of Planning with our experts!

Walk through key components of your setup
Learn how to utilize Planning confidently

In this meetup you’ll:

Define full and partial budget sharing
Create financial models with formulas
Identify What-if scenarios
Review forecasts and versions

Join our experts to learn more!
