DSD Business Systems

Cut the checks for good with Quadient AP
2024-12-10 10:00 - 10:30 (America/Los_Angeles)
81% of businesses still issue physical checks, citing security as the #1 reason. But the Association for Financial Professionals found that paper checks are the method most vulnerable to fraud, with 65% of respondents reporting facing attacks of this type.

If you are looking for technology that supports only invoice, PO, and expense processing, you are missing the most crucial work in your AP flow. The payment itself—initiating and executing the exchange of money from you to your vendor—is where the processing ends. And, succeeds or fails.

You need an automation partner that streamlines your entire end-to-end process—seamlessly integrating your traditional AP automation with digital payments and your accounting system—all while delivering the most robust functionality for:

AI-powered data capture
Anywhere, anytime visibility
Customizable rules-based workflows and approvals
Dedicated support via email, chat, and phone

Attend our FREE webinar to learn how cut the checks for good with payment automation from Quadient AP.

Managing tax-exempt sales 101
2024-12-10 09:00 - 10:00
Your guide to exemption certificates

Tax-exempt sales don’t give businesses a get-out-of-compliance-free card. In this webinar, we explain the basics of exemption certificates and share tips to help you streamline collection and management to improve customer experience and reduce audit risk.

If your business has tax-free sales, don’t miss this webinar

In just 60 minutes, you’ll learn:

Why exemption certificates are a necessary part of any tax-exempt transaction
The anatomy of an exemption certificate and what’s needed to maintain, validate, and store one
Common exemption certificate mistakes and how to correct them
Tactics to help you fulfill your overall tax obligations as an exempt seller

Unable to attend live? Register now and we’ll send you a link to view the webinar recording on demand. Attendees of this webinar are eligible to earn 1 hour of CPE credit.

Dawn Brolin’s AI-Enabled Accounts Payable Playbook - Part 2 - Strengthen Your Firm’s Security Strategy with Liz Scott, CPA
2024-12-06 11:00 - 12:00
In the second part of the playbook presented by Dawn Brolin, CPA, CFE, and Liz Scott, CPA team up to explore the critical security updates that accounting firms need to understand when implementing automated accounts payable solutions. Join Dawn and Liz to gain valuable insights into how to streamline your processes and enhance the security of your financial operations.

Key Takeaways:

Understand the security risks of accounts payable processes and how to mitigate them.
Learn how to leverage an automated accounts payable process to stay in compliance and help your clients do the same.
Discover best practices for implementing secure automation solutions.
Gain insights from real-life examples and case studies.

Don’t miss this opportunity to learn from industry experts and take a significant step towards a more secure and efficient accounting practice. Register now to secure your spot!

Dawn Brolin’s AI-Enabled Accounts Payable Playbook - Part 1: Maximize Your Firm’s Capacity
2024-12-06 10:00 - 11:00
Join Dawn Brolin, CPA, CFE, for a three-part deep dive into leveraging AI-enabled automated accounts payable to streamline, secure, and scale your accounting firm. Dawn will share her expertise to help you transform your accounting practice with an automated accounts payable system.
In collaboration with Quadient, this workshop will provide easy-to-implement strategies and tools that can help you streamline your firm’s operations, enhance efficiency, and unlock additional workflow capacity in your firm.
Key Takeaways:
Discover the benefits of automating your accounts payable process.
Learn practical tips and best practices from an industry expert.
Understand how to implement automation tools to save time and reduce errors.
Explore real-life case studies and success stories.

An essential guide to 1099 and W-9 form management and compliance
2024-12-05 09:00 - 10:00
Reduce the risk of an IRS audit and maintain your bottom line

Staying on top of IRS reporting requirements is critical for your business, but managing these forms can quickly become overwhelming. From juggling different 1099 forms to filing deadlines, there’s lots of opportunity for error — and mistakes can lead to penalties or missed deadlines. With IRS and individual state deadlines quickly approaching, it’s important to make sure you’ve got these forms under control.
Join our expert-led webinar where we’ll break down how to effectively manage the collection of your W-9s and the e-filing of your 1099s, ensuring you’re always in greater compliance.

In this webinar, we’ll cover:

Best practices for collecting, storing, and managing W-9 forms
How to avoid common errors when filing 1099s
Steps to maintain compliance and avoid potential penalties
Tools to streamline the process and improve accuracy
Less common but nevertheless important use cases, such as the 1099-DIV, 1099-INT, 1099-K, and more

This webinar will offer 1 CPE credit, and it will include a live Q&A, so bring your questions.

Growing your funding with automated grant management
2024-12-04 11:00 - 12:00
Unlock the potential for increased funding with streamlined grant management. In this insightful live webinar, learn how Sage Intacct can help organizations efficiently track, report, and manage grant awards through automation. Currently, 60% of nonprofits report challenges in meeting grantor compliance requirements, while 68% face delays in funding due to outdated management processes. Our session will cover trends in giving, best practices for compliance, and showcase the seamless integration of automated tools that enhance reporting accuracy and expedite funding reimbursement.

Financial Services Industry
2024-12-04 09:30 - 11:00
Join your fellow Financial Services peers to learn about best practices, product updates, and more from our experts.
In this session we’ll highlight:

Overview of how to strategically plan for and streamline your month-end close.
Product enhancements for Financial Services.

We’ll feature:

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

Bay Area meetup
2024-12-03 11:00 - 14:30
Date: Tuesday, December 3, 2024
Time: 11:00 a.m. – 2:30 p.m. PT
Location: The Westin San Francisco Airport
Address: 1 Old Bayshore Hwy, Millbrae, CA 94030
Join your fellow Bay Area peers to network, advance your knowledge, and hear the latest product updates from our Sage Intacct experts. This is a free event and Sage Intacct experts will be in attendance. Lunch will be provided. We look forward to seeing you in person

The Next Generation of SaaS Forecasting
2024-12-03 11:00 - 12:00
Want to learn how to transform your SaaS financial planning for better decision-making and operational growth? Join David Apple, Global Head of SaaS at Sage, as he leads an insightful discussion on optimizing SaaS forecasting and budgeting processes. This webinar features real-world success stories from Sunny Wu, VP of Finance at LogiSense, this webinar will explore how LogiSense transitioned from manual Excel-based forecasting to SIP, reducing their budgeting cycle by 75% and improving their gross margin by 45%.
You’ll gain practical insights into SaaS metrics like ARR growth, customer retention, and CAC ratio, while learning how to streamline forecasting, automate budgeting, and enhance collaboration across teams. Sage solution consultant Taylor Brown will also showcase a live demonstration of SIP, highlighting key features like scenario planning and data-driven decision-making. Whether you’re looking to refine your forecasting model or improve operational efficiency, this session will provide actionable takeaways to help your SaaS business thrive.
Key takeaways:

Best practices for SaaS forecasting and revenue modeling
How automated tools can accelerate budgeting and improve financial outcomes
Real-world example of LogiSense’s success using Sage Intacct Planning
Demo of Sage Intacct Planning’s key features and capabilities

Business licenses 101
2024-12-03 08:00 - 09:00
Learn how to navigate business license compliance

Whether your business is just starting out or already operates in multiple locations, understanding business license requirements is key to staying compliant and avoiding costly fines.
Even if you’re a seasoned pro (or if you’re new to managing licenses), it’s important to ensure your business is fully covered and compliant. In this webinar, we’ll provide insights into how to navigate tricky regulations that could be lurking around the corner.

In this webinar, we’ll cover:

The business license basics — the types to choose from and how they differ
Consequences of noncompliance, with examples of fines from different states and counties
The business license rules and ordinances that tend to confuse businesses
What to do when a business license expires
Where a business license might be required (and where it might not be)

This webinar will offer 1 CPE credit, and it will include a live Q&A, so bring your questions.

Chief Cloud Officer: Helping SMB Finance Leaders Evolve
2024-11-26 11:00 - 12:00
David Cieslak has a front row seat to the way finance leaders are shifting their focus. As Chief Cloud Officer at RKL eSolutions, David has helped hundreds of companies grow through ERP, AP Automation and other critical business process enhancements.
In addition to guiding CFOs and controllers on how to leverage the cloud and become more strategic, David frequently offers advice on re-thinking the way organizations operate and respond to risk.
Join David and meta consultant host Ed Kless as they discuss what it means to be a Chief Cloud Officer. David will recount experiences from the frontlines and provide examples of leaders who navigated today’s challenges successfully and note others who did not. Ed and David will review how automation is revolutionizing the finance function, and why a new generation of leaders is shaping stakeholder management.

The 10 tricky states for sales tax returns
2024-11-21 09:00 - 10:00
Mastering tax compliance in the states with the most complex rules
Managing your company’s sales tax returns can be grueling thanks to varying forms, fluctuating deadlines, and changing requirements across state lines. Hear tax experts reveal the most common challenges in filing returns and how you can overcome them.
In this webinar, we’ll help you:

Understand new tax legislation across the 10 tricky states and what it means for your sales tax returns
Discover the most common challenges businesses face when managing sales tax returns
Learn tips to reduce the time and resources spent on sales tax returns
Explore why companies are choosing automation to offload the burden of manually filing returns

Live webinar attendees are eligible to receive 1 hour of CPE credit.

Key Tools to Strive for Better Distribution Strategy and Operations with Acumatica
2024-11-20 10:00 - 10:45
In today’s competitive distribution landscape, trying t manage inventory, sales orders, and purchase orders can be overwhelming if you’re still using outdated, disjointed business management systems. But there’s a better way! Acumatica Distribution Edition offers a comprehensive, integrated, and mobile ERP system designed to streamline your distribution operations.
During this webinar, discover how Acumatica Distribution Edition can empower your teams to:

Optimize employee performance by leveraging role-based dashboards
Streamline omnichannel sales for seamless customer interactions
Maximize revenue by tracking cross-selling, upselling, and line discounts.
Enhance customer service with simplified returns management.
Optimize inventory management to prevent stockouts and overstock situations.
Execute drop ship purchase orders efficiently to fulfill customer demands.
Manage sales order allocations effectively to ensure timely deliveries.

Join industry peers in exploring how Acumatica Distribution Edition can streamline sales, inventory, purchasing, and warehousing to help your wholesale distribution business reach new heights.
Register now to secure your spot and embark on your journey towards operational excellence.

Leveraging Outcome Metrics for Mission Success
2024-11-19 11:00 - 12:00
Nonprofits that effectively track and report on their outcomes see a 23% increase in donor retention and a 40% boost in stakeholder trust. However, many organizations struggle to quantify their mission’s impact. Join us on Tuesday, November 19th, for a one-hour webinar to learn how outcome metrics can transform the way your nonprofit demonstrates success.
In this session, we’ll explore why more organizations are prioritizing outcome metrics and how Sage Intacct, the #1 cloud financial system, streamlines this process.
Key takeaways:

Understand the importance of outcome metrics and how they drive donor engagement.
Discover strategies to align your data with your mission for greater transparency.
Watch a live demo of Sage Intacct to see how easy outcome tracking can be.

Can’t attend? Register now to receive the slides and recording after the event. Don’t miss this chance to elevate your nonprofit’s impact!

Maximize Holiday Success: Integrate Acumatica and Shopify POS for a Unified Commerce Experience
2024-11-14 10:00 - 11:00
In the fast-paced retail industry, smooth integration and an enhanced consumer experience are crucial — especially during the busy holiday season. Jon industry peers to learn about the transformative benefits of integrating Shopify POS with Acumatica to create a seamless commerce experience.
Gain insights into:

Boosting business and sales growth by leveraging alternative payment methods, like Buy Now, Pay Later (BNPL).
Optimizing your post-holiday operations, such as managing returns and refunds with Acumatica.
Using Shopify POS to increase sales at in-store and pop-up events.

Register now to discover strategies that will ensure your retail operations are ready t thrive in the competitive holiday market – setting the stage for a successful festive season in 2024 and beyond.

How does your cash stack up? Measuring your AR costs to estimate your RI from AR automation
2024-11-13 10:00 - 10:30
Cash is the lifeblood of any organization, making it about far more than paying the bills and meeting payroll. Cash is the foundation of your overall financial health—so it costs you dearly when your customers are holding onto the money they owe you. Indeed, IDC says that 89% of companies report that their biggest concern is cash forecasting.

The time is now to improve your cash flow, and your first step in doing so is fully understanding your current state and its impact on your business.

Join Quadient Accounts Receivable for a FREE webinar on November 13th at 1 PM ET to learn how you can determine and measure your current collections costs and estimate a return on investment from AR automation.

3 Manufacturing Features for Achieving Streamlined Processes and Real-time Insights
2024-11-07 10:00 - 11:00
Participate in an engaging webinar to explore the transformative power of Acumatica’s Manufacturing Edition.
You and your team will:

Discover how our state-of-the-art solutions can optimize manufacturing processes, enhance operational efficiency, and drive growth.
Learn how the latest Acumatica features – like the new Estimate Worksheet, updated Production Order Linking, and the enhanced Production Performance Report – can streamline production and provide real-time insights into your operations.

Whether you’re looking to reduce costs, increase productivity, or stay ahead of industry trends, Acumatica offers the tools you need to succeed.
Register now to elevate your manufacturing capabilities with cutting-edge technology.

Elevating your Nonprofit Story
2024-11-06 11:00 - 11:30
Nonprofits that actively use data to tell their story experience up to a 30% increase in donor engagement and a 25% improvement in funding stability. Yet, nearly half of nonprofits struggle to effectively share their impact with diverse donor audiences. Join us for this insightful webinar to learn how you can leverage data and performance metrics to not only showcase your mission but also attract and retain donors across all generations.
In this session, we’ll explore current giving trends, demonstrate how to use data to communicate your organization’s value, and share best practices for crafting a compelling narrative that drives engagement.
Key Takeaways:

Discover the latest giving trends and what they mean for your nonprofit.
Learn how to utilize data to track, report, and share your impact effectively.
Gain actionable strategies to build a story that resonates with a broad donor base.

Leader's Guide to Automating WIP Management
2024-11-06 10:00 - 10:30
Sage Intacct Construction’s automated Work in Progress (WIP) feature is the most powerful solution on the market, revolutionizing WIP reporting for contractors with unparalleled efficiency and accuracy. By automating overbilling and underbilling transactions, you’ll gain superior financial control, enhance cash flow management, and ensure compliance. This webinar will cover key benefits the feature offers.

Automated Financial Control: Automatically create and manage overbilling and underbilling GL transactions.
Streamlined Reporting: Automate your monthly WIP statement, eliminating the need for combining numbers in separate spreadsheets.
Detailed and Flexible Breakdown: Allow WIP to be performed by sub-job and simplify last-minute changes.
Historical and Real-time Insights: Access historical WIP data by job and gain real-time insights into project progress and financial health.

Become Data-Driven: Key SaaS Metrics to Captivate Investors
2024-11-05 11:00 - 11:30
During hard times, what do investors want to know? Hear insights from the Managing Director at KeyBanc Capital Markets and David Appel, Head of SaaS at Sage on how to design a story that concretely displays your company’s worth to investors.
In this webinar, you will learn how to attract capital investment through the following:

Data-driven storytelling through SaaS metrics & meaningful underlying business dynamics
Demonstrating market fit & identifying where your company shines/areas of improvement
Showcasing data investors want to see from seed to growth stage

Simplify Harmonized System codes to support global trade
2024-11-05 08:00 - 09:00
Learn about managing the Harmonized Commodity Description and Coding System

If you’re importing or exporting goods from one country to another, knowing as much as you can about Harmonized System (HS) codes is vital. HS codes identify and classify imported and exported products. Currently, 98% of the countries involved in world trade use them. However, the codes can involve poor descriptions, a lack of product detail, and inaccurate specifications. A classification assistance tool might help, but not all are created equal.
We’ll explain the business challenges associated with HS code classification and how Avalara’s managed and self-serve tariff code classification tools can help.

In this webinar, we’ll cover:

What the Harmonized Commodity Description and Coding System is all about
The business challenges associated with HS codes
Benefits of the managed and self-serve tariff code classification tools from Avalara
New trends in HS code classification
The red flags that government auditors look for when reviewing HS codes

This webinar will offer 1 CPE credit, and it will include a live Q&A, so bring your questions.

Developer Hour: REST API Open Beta
2024-10-31 11:00 - 12:00
Join us for an exclusive session of our REST API Open Office Hours, designed specifically for our beta participants. This monthly meeting is a unique opportunity for you to dive deeper into the capabilities of our REST API, discover new features, and directly address any challenges you might be facing.
Why Attend?

Learn how to leverage our REST API for maximum efficiency and impact within your projects. We’ll guide you through the best practices and innovative uses.
Understand the core benefits and advanced features of our REST API. Discover how it can solve specific problems and streamline your operations.
Stay informed about the newest developments, enhancements, and features added to our REST API. We’re constantly improving, and this is your chance to keep up to date.

The Intersection of AI and Finance
2024-10-29 11:00 - 12:00
Join us for an insightful discussion on the transformative impact of AI on the accounting and finance profession. Our expert panel, including Blake Oliver, Stephan Kramer and Jeremiah Edwards, will delve into the real-world applications, challenges, and opportunities presented by this rapidly evolving technology. Discover how AI is reshaping roles, enhancing decision making, and driving innovation in the industry. Don’t miss this chance to gain valuable insights from industry leaders and stay ahead of the AI curve!

Keys to success in your first 100 days and beyond
2024-10-24 11:30 - 13:00
Are you a new customer? Have you recently implemented Sage Intacct? Join us for this 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!

You’ll learn about foundational components including:

Dates in reporting.
Account groups.
Notification strategies
Manage views and lists

How to Evaluate Business Management Systems and Maximize Return on Investment
2024-10-24 11:00 - 11:30
Juggling multiple applications and outdated systems slows your business growth. Imagine having a single, integrated system that manages your data, automates mundane tasks, and provides real-time insights for smarter decision-making. That’s the power of modern ERP software!
Attend this webinar to learn from other business leaders on how to:

Assess Your Current Systems: Determine if you are outgrowing your existing business applications and need to move to a modern ERP platform.
Evaluate ERP Options: Effectively assess ERP applications, vendors, and partners to find the best fit for your needs.
Calculate Total Cost of Ownership: Understand the true cost of ERP applications, including hidden expenses and long-term savings.
Maximize ROI: Discover the potential and real return on investment (ROI) that modern ERP applications offer.

Register now to gain insights from industry peers who have transformed their businesses by moving away from entry-level accounting systems and adopting modern ERP solutions.

The Retailization of Healthcare
2024-10-23 11:00 - 11:30
The healthcare industry is undergoing a dramatic transformation, marked by rising costs, evolving patient expectations, and disruptive technologies. As patients become more informed consumers, healthcare providers must adapt to deliver a retail-like experience. This webinar explores how organizations can navigate this shift and thrive in the new healthcare landscape.

Gain insights into the key factors driving retailers into healthcare and how traditional providers can compete.
Learn strategies to deliver exceptional patient experiences while optimizing operational efficiency and financial performance.
Discover how to leverage technology and data to inform decision-making and drive growth.

Join us to explore how you can leverage retailization to enhance patient satisfaction, improve operational efficiency, and drive long-term growth.

Redefining the Guest Experience to Maximize Your Profits
2024-10-23 10:00 - 11:00
Rising prime costs and consumer inflation fatigue have many restaurateurs scrambling to find ways to maintain profits without price hikes or sacrificing the product and service qualities that build customer loyalty and traffic.
Join this webinar to learn how integrated and cloud-based systems blending POS, inventory management, and accounting data can help operators blunt increasing costs without alienating guests and staff.
Hear a panel of experienced independent and multi-unit foodservice operators turned industry technology providers and advisors dish on current tools and proven operations and business efficiency boosting strategies, including :

Menu analysis and adjustments
Vendor negotiations
Informed labor scheduling and cross training

Leader's Blueprint for Multi Entity Consolidation Success
2024-10-22 11:00 - 12:00
Financial services firms often face significant challenges when consolidating data from multiple entities. Manual processes involving Excel can be time-consuming, error-prone, and hinder decision-making. In this webinar, you will discover how leading financial services firms are overcoming these obstacles by adopting a more efficient approach to consolidation.

Learn about the benefits of automating multi-entity consolidation processes. Discover how to reduce manual effort, improve data accuracy, and gain valuable insights faster.
Explore how Sage’s innovative solutions can streamline your consolidation workflows. Understand how to eliminate the complexities of Excel-based methods and achieve more reliable results.
Gain insights from successful financial services firms that have already transformed their consolidation practices. Learn from their experiences and discover how they have improved efficiency, reduced costs, and enhanced their ability to make data-driven decisions.

Consumer use tax 101: What it is and how to manage it
2024-10-22 09:00 - 10:00
When businesses are on the hook for paying use tax

Did your business make a purchase without sales tax? That doesn’t mean it’s tax-free. You might still owe consumer use tax.
Use tax may be required when sales tax isn’t collected on a purchase, or if the product or service’s use or location results in additional tax owed. This is what makes use tax one of the most mismanaged compliance issues for businesses. Register for our webinar to learn more about it and how to avoid costly mistakes.

You’ll learn more about:

The events that can trigger consumer use tax requirements
The most common consumer use tax management challenges
The impact of economic nexus on consumer use tax
How your business can step up compliance to avoid being audited

Live attendees can earn 1 CPE credit. This webinar will include a live Q&A, so bring your questions.

Simplify Year-End Asset Management with Sage Fixed Assets
2024-10-17 10:00 - 10:30
Are you manually tracking your fixed assets? Sage has a better way! Join us to discover how Sage Fixed Assets can transform your asset management throughout the year and streamline your year-end processes, saving you time, money, and a lot of headaches.
In this 30-minute session, you’ll discover:

How Sage Fixed Assets saves time and reduces errors in daily asset tracking
Key features that ensure compliance with the latest IRS and GAAP regulations
Tips for seamless integration with your existing ERP system
A live product tour of this powerful solution

Whether you’re struggling with depreciation calculations, asset tracking, or compliance issues, this webinar will show you how Sage Fixed Assets can be your comprehensive solution for efficient, accurate, and stress-free asset management year-round.
Learn how to gain better control, increase visibility, and make more informed decisions about your assets throughout their entire lifecycle.
