Professional Services Edition: Complete Project Visibility from Opportunity to Close
2025-10-29 10:00 - 10:45, 2025-11-20 10:00 - 10:45 (America/Los_Angeles)
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.

Real stories, real success: Insights from Sage AP Automation power users
2025-10-30 10:00 - 10:30
We love it when customers share the valuable lessons they’ve learned during their journey with Sage AP Automation. Their stories inspire, resonate, and provide actionable insights to help you envision your own path to success. These authentic experiences cut through the noise, offering clear and practical takeaways.
That’s why we’re thrilled to invite you to a special event where Sage AP Automation user Melisa Hamilton, Accounting Manager at Western Fair District, will share her journey, achievements, and key learnings.
Join us on October 30 to hear her story firsthand and discover how Sage AP Automation has transformed her business. We will also share a quick demo of Sage AP Automation to showcase how it can unlock new possibilities.

Trade and Tariff Tuesdays - Virtual Event
2025-11-04 08:00 - 09:00, 2025-11-18 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.

A Better Way Forward for NetSuite Users
2025-11-04 09:00 - 09:30
Join us for an exclusive conversation with Boca Terry, a leading name in luxury hospitality products, as they share their transformative journey from outdated, disconnected systems to a unified, cloud-based ERP solution with Acumatica.
Discover the key drivers behind their decision to switch ERP platforms, the challenges they faced, and the strategic considerations that led them to choose Acumatica. Furthermore, discover the pivotal moments in their selection process and gain practical advice from industry professionals who’ve successfully made the leap.
Whether you’re evaluating your current ERP or planning a digital transformation, this session offers valuable takeaways to help guide your decision-making process.
Key Takeaways:

The business challenges that prompted an ERP change
How cloud ERP enabled operational efficiency, remote access, and business continuity
Lessons learned and advice for businesses considering an ERP switch
Real-world advice for a successful ERP rollout

Register now to learn about the impact of ERP on business growth from a real Acumatica customer story.

A high-performance framework for Senior Living Finance Leaders
2025-11-04 12:00 - 13:00
Senior living finance is under pressure. Rising costs, staffing shortages, and complex funding models mean finance teams must do more with less, without sacrificing quality of care.
Join Skylar Bouhadana, Director of Finance at Avamere, and Melissa O’Dowd, Healthcare Industry Lead at Sage, to explore how leading teams are navigating change with confidence:

Automate manual processes and connect fragmented systems
Reduce staff burnout and improve retention
Modernize and scale finance across communities
Use trusted data and AI to drive smarter decisions

Achieve Distribution Agility with a Modern Warehousing Solution
2025-11-05 10:00 - 10:45
Discover how Acumatica’s Distribution Edition can revolutionize your operations, offering seamless inventory management, efficient sales order processing, and much more.
Agenda Highlights:

Overview of Acumatica’s Distribution Edition: Be introduced to the powerful features and capabilities of Acumatica’s distribution solution.
User-Based Dashboards: Discover how customizable dashboards can provide real-time insights and enhance decision-making.
AI Anomaly Detection: Learn about AI-driven Anomaly Detection, focusing on Sales Order Margin Anomaly Detection to proactively identify and address potential issues.
Sales Order Processing: Watch a detailed demonstration of sales order processing, including visibility and selection of attributes at the lot/serial level.

Register now to learn how Acumatica can help streamline your distribution processes, enhance efficiency, and support business growth. Secure your spot today!

Sage Intacct​ 2025 R4 Highlights​
2025-11-05 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

From Readiness to Results — Unlocking Growth Through ERP Data Modernization
2025-11-06 10:00 - 10:45
As businesses face growing demands from digital disruption, regulatory shifts, and rising customer expectations, modernizing ERP systems is no longer optional — it has become a necessary step to remain effective and competitive. The key to tapping into potential growth opportunities today is accessing the latest AI technologies.
The webinar will cover how:

Today’s ERP systems offer deeper insights and improved access to critical information, helping organizations operate more efficiently and adapt to change.
The benefits and necessity of implementing a modern ERP system to get the most out of data.
Why updating business management systems is now mission-critical.
What business outcomes are driving ERP modernization, where data fits in, and how organizations can prepare — especially when it comes to data readiness.

Register now to better understand the steps companies need to take to harness the power of new AI-driven technologies and the indispensable role modern ERP systems play in helping them organize their data.

End-to-end Construction Project Lifecycle Support with Acumatica Construction Edition
2025-11-11 10:00 - 10:45
Small to medium-sized construction businesses often struggle with outdated, one-dimensional solutions that waste time and resources.

Acumatica Construction Edition is an all-in-one platform designed to support the entire project lifecycle—from bid to closeout. With Acumatica, construction teams can efficiently manage every step of a project and stay connected, no matter where they are.

Join us for this informative webinar to explore:

The common challenges SMB construction firms face and strategies for overcoming them.

A comprehensive product overview, including exciting new preconstruction and project management partnerships.

Acumatica’s complete solution for managing the entire construction project lifecycle.

Register now to discover how Acumatica Construction Edition empowers small and midsized construction companies to streamline operations and improve project outcomes.

Multi-Channel Sales Integrations with Amazon, Shopify & BigCommerce
2025-11-12 10:00 - 11:00
Join manufacturing, distribution, and retail professionals in discovering how Acumatica Retail Edition can help you down data silos, eliminate communication barriers, and transform your sales processes.
Agenda Highlights:

Enable seamless selling across storefronts and marketplaces, including Amazon, BigCommerce, and Shopify.
Get actionable insights for business-to-consumer (B2C), business-to-business (B2B), and direct-to-consumer (DTC) sales models.
Learn why businesses like yours chose a unified commerce platform over basic accounting software (like QuickBooks) or siloed legacy systems.

Register now to take the first step toward making your business future-ready.

The ROI of managed services for licensing and property tax compliance
2025-11-13 09:00 - 10:00
How managed services can enable effective property tax and licensing compliance
We’ll cover:

The complexities of business license and property tax requirements across jurisdictions
The real-world risks of noncompliance, including missed renewals, penalties, and audit exposure
Your options for managing compliance: in-house, manual, software-only, or fully managed
How a managed services model can reduce risk and free up internal resources
A breakdown of the ROI benefits of outsourcing compliance to trusted experts
An overview of managed services for Avalara Business Licenses and Avalara Property Tax and how it supports scalable, more accurate compliance

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

The Best of Sage Intacct | 5 Pillars: Dashboards, Reporting, ERP Foundation, Configurable Business Processes and Integrations
2025-11-13 09:00 - 11:00
Join us to learn about the 5 pillars for your success:

Dashboards
Reporting
ERP Foundation
Configurable Business Processes
Integrations

We’ll dive into live product demos to outline each area and have experts in attendance to answer your questions.
You’ll learn how to build a dashboard, explore reporting solutions and more.

Acumatica Tips and Tricks: Q4 2025 Edition
2025-11-13 10:00 - 10:30
Join community members Chris Joco with DSD and Dennis Easter with Algorithm as they share how you can leverage the latest advancements in Acumatica.
We’ll cover a wide range of topics, including:

Color coded status
Field Service and Production Schedule Boards
AI Studio
New Generic Inquiry Development Tools
Sales Order Orchestration
Automated Cross-sell Recommendations
Improved Work Center Capacity and Schedule View
Dashboards with the Modern UI

This webinar has something for everyone, so don’t miss out!

Solve Manufacturing Workflow Inefficiencies with Modern Tools
2025-11-13 10:00 - 10:45
In today’s fast-paced manufacturing landscape, having the right tools and technology makes all the difference in optimizing operations and enhancing productivity. Learn how Acumatica can transform your manufacturing processes with production management, material planning, and more.
Agenda Highlights:

Gain an overview of Acumatica Manufacturing Edition’s suite of functionalities, such as production, estimating, engineering, material planning, scheduling, and product configuration.
Learn about Acumatica Customer Polywood’s journey to improved employee productivity, shipping times, and integration capabilities.
Watch a demonstration of Acumatica Manufacturing Edition, which provides a step-by-step walkthrough from online order to production.

Register now to learn how Acumatica can help streamline your manufacturing processes, enhance efficiency, and support business growth.

Maximizing Projects - Virtual Event
2025-11-18 09:30 - 11:00
The building blocks of projects with our experts!
Whether your company is managing projects at a basic level or needs full costing and billing, this session will provide key steps to success:

Setting up the project
Identifying and tracking tasks and activities for timely billing and assigning resources to the project
Capturing all the material, time and expense cost for a project is critical to compare actual to budget for accurate reporting.

If you are a project manager, an employee user or the billing expert, this session will cover all the project related functionality you need to be successful.

Streamline Operations with Integrated Workforce Management and ERP
2025-11-18 10:00 - 11:00
Unlock new levels of efficiency with this upcoming webinar, presented by experts from ADP and Acumatica will explore how seamlessly connecting your Workforce Management (WFM) systems with Enterprise Resource Planning (ERP) can optimize operations, reduce redundancy, and boost decision-making accuracy.
Join industry experts as they share practical strategies, real-world use cases, and key insights into aligning labor planning, time tracking, payroll, and business analytics—all within a unified ecosystem. Discover how the seamless integration between ADP and Acumatica can help businesses optimize their operations and achieve new levels of efficiency.
Whether you’re in HR, operations, finance, or IT, this webinar will help you break down silos and create a smarter, more agile organization.
Ready to rethink your workflows? Let’s get integrated.

Stop Reconciling by Hand - Close Faster, Stress Less
2025-11-18 11:30 - 17:00
Manual statement matching is slow, error-prone, and always lands on your desk at the worst possible time — right before close.
DocLink’s new reconciliation capabilities change that.
In this live session, we’ll show you how DocLink can automatically match line-item data between statements, invoices, or other documents and only send you the exceptions that actually need a person to intervene.
You’ll see the module in action, learn what’s required to enable it, and hear how one customer is saving 80+ hours a month and catching costly overpayments before books are closed.
So make sure to join us live to see it all in action, ask your questions, and get inspired about what’s next for your team.

Future in Focus: Excel Your Planning and Forecasting for Nonprofits
2025-11-19 07:00 - 13:00
A complimentary virtual conference designed for nonprofit finance leaders using Sage Intacct. Learn how to future-proof your budgeting, simplify reporting, and empower your team through live ERP-Excel connections. Earn CPE credits*, too!
Can’t make it live? Every registrant receives full access to session recordings and materials.
* Attendees who attend and complete required engagement activities in all sessions can earn a total of 3.6 CPE credits for this virtual conference. Further information on CPE credits will be sent shortly ahead of the event

Achieve Financial Agility and Real-Time Insights in Today's Dynamic Business Environment
2025-11-19 09:00 - 09:45
Agility and real-time insights are paramount in today’s dynamic business landscape. Explore how Acumatica’s comprehensive business management system can revolutionize your company’s financial operations.
Join business executives, finance professionals, and accounting professionals in discovering how to:

Simplify financial management with Acumatica’s modern user interface.
Enhance decision-making and operational efficiency with AI integration.
Manage payroll and general financial tasks more effectively.

Gain valuable insights into Acumatica’s powerful features that enhance collaboration, drive growth, and empower your business for success. This is your opportunity to transform the way financials are managed at your organization while staying ahead in a competitive market.
Register now to secure your spot and take the first step towards a more agile and insightful financial future with Acumatica.

Staying ahead of 1099 and W-9 compliance in changing times
2025-11-19 09:00 - 10:00
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 Sage - with Next Gen Analytics
2025-11-19 10:00 - 10:30
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 Sage 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 - 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.

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

Why ERP-First eCommerce Outperforms Mainstream Platforms Like Shopify, Magento, and BigCommerce
2025-11-20 10:00 - 11:00
Mainstream platforms like Shopify were not built for ERP-driven businesses. That is why companies relying on ERP systems often face costly inefficiencies, manual workarounds, and integration issues.
In this session, we will explore why ERP-First eCommerce is not just a better fit, but it is a smarter long-term strategy for manufacturers, distributors, and B2B/B2C companies using Sage X3 and 300.
You will learn how ERP-integrated solutions like commercebuild:

streamline operations
reduce costs
improve the customer experience through a purpose-built approach.

If you are dealing with sync issues, data silos, or disconnected customer portals, this session will help you see a better way forward.

Sage 100 Powers Next Generation of B2B eCommerce
2025-11-20 12:00 - 12:30
Discover how Sage 100 powers the next generation of B2B eCommerce in this insightful webinar. We’ll explore how Sage 100 integrates seamlessly with CIMcloud to help manufacturers and distributors boost sales, streamline operations, and deliver a better customer experience. Attendees will learn how to leverage Sage 100 to accomplish key digital commerce goals like customer self-service, efficiency gains, and scalable growth. Join us to see how Sage 100 isn’t just accounting software, but the backbone of a future-ready eCommerce strategy.

Trade and Tariff Tuesdays
2025-12-02 08:00 - 09:00

From Sage Intacct to Insight: Building Smarter Reports in Excel with Velixo
2025-12-03 08:30 - 09:30
Join us for an exclusive webinar to discover how Velixo’s award-winning software helps you maximize your Sage Intacct financial reporting, budgeting, and automation.
Velixo is a multi-awarded reporting, budgeting & automation software with a perfect customer satisfaction score. Velixo seamlessly integrates the power and flexibility of Excel to Sage Intacct in real-time, bidirectionally – opening the doors to organizations of any size, and any industry to create advanced and dynamic reports, and to automate & push their Excel data back to Sage Intacct in real-time.
Why Attend?
Learn how thousands of happy customers around the world use Velixo for: multi-dimensional financial reporting & analysis, budgeting & forecasting, financial consolidation, live allocations of journal entries, budgets by dimensions, report distribution by email, or creating entries in any object from Excel data.

Create Dynamic Reports: Use Excel-like functions to generate advanced, multi-dimensional financial statements or operational reports with ease.
Automate Tasks: Eliminate manual data exports and streamline budgeting, forecasting, and financial consolidation.
Enhance Reporting: Drill down into transaction details, push data updates in real-time, and distribute reports effortlessly.
Leverage AI & Automation: Utilize Excel Copilot for AI-based insights and integrate with Microsoft 365 for enhanced workflows and collaboration.
Use Pre-Built Templates: Leverage dozens of pre-built Templates, or plug-and-play Velixo functions on your existing workbooks.

Webinar Details:

Date: Wednesday, December 3, 2025
Time: 11:30 AM – 12:30 PM (EST)

Don’t miss this chance to see how Velixo can modernize your business. Register now and take your reporting to the next level! We look forward to having you attend the event!
