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Sage Accountants Forum

Track 1: Changing landscape of compliance

Today’s uncertain and fluid environment leaves you looking to multiple places for advice. Hear from industry experts on recent legislative changes and how to navigate the changing landscape of compliance.

Go to: Track 2: Solutions for you and your practice | Track 3: Perform at your best Track 4: CPA Canada joint sessions

Review of Misconceptions and Mistakes made in filing for Federal COVID-19 assistance programs

In April, the federal government announced four major programs to assist Canadians during the COVID-19 pandemic. In the rush to get these programs out as soon as possible to Canadians, few explanations and details on the qualifications to be entitled to payments under these programs were released. Further, the CRA has stated that the major review of eligibility for claims will occur after the payments have been made by the government.

Subsequently in late April and May, the CRA provided many clarifications to the qualifications and tests that must be applied to determine whether an entity or individual was entitled to the payment. Despite the majority of applications under these programs being made and paid out before the CRA has provided its clarifications, the CRA continues to state that penalties will be levied against those claiming payments they were not entitled to receive. Aside from having to repay the benefit received, claimants can be charged with a penalty ranging from 25% to 50% of the benefit received.

In this session we will go through a review of the important qualifications and requirements under the programs, and discuss the major misconceptions and mistakes being made by claimants in applying, or not applying, for the benefits. We will also discuss how to remedy those mistakes and either repay the payments claimed or apply to receive the payments not claimed.

Duration: 1 hour

Presenter: James Rhodes, Principal Lawyer, Taxation Lawyers

Training Calendar Icon   June 11, 2020

Training Clock Icon  10 a.m. PT |  1 p.m. ET

Avoiding common mistakes when dealing with the CRA

Increasing the Canada Revenue Agency (CRA) is asking or even demanding information from clients’ bookkeepers and accountants. Do you know what you are, or are not, required to provide to the CRA? Mistakes can result in not only losing your client but being liable to them for damages. In this webinar, we will provide you with a framework to understand what you are legally entitled to provide to the CRA as well as giving tips to help you avoid you or your office inadvertently making mistakes when dealing with the CRA.

Duration: 1 hour

Presenters: James Rhodes, Principal Lawyer, Taxation Lawyers | Melanie Petrunia, Partner, Nijhawan McMillan Petrunia Barristers

Training Calendar Icon   June 11, 2020

Training Clock Icon  12 a.m. PT |  3 p.m. ET

Top audit mistakes made on behalf of clients

 While your clients are ultimately responsible for the correctness of the what they have claimed as revenue and expenses, some Canada Revenue Agency (CRA) audit adjustments are preventable at the bookkeeping and accounting level. In this webinar, we will provide you with our experience of preventable audit mistakes that you can train yourself to identify and save the client from committing before the CRA audits.

Duration: 1 hour

Presenters: James Rhodes, Principal Lawyer, Taxation Lawyers | Melanie Petrunia, Partner, Nijhawan McMillan Petrunia Barristers

Training Calendar Icon  June 16, 2020

Training Clock Icon  10 a.m. PT | 1 p.m. ET

Federal payroll issues 2020

The Federal level of government has a significant impact on the lives of payroll professionals through the legislation and regulations that they have responsibility for. Nowhere has this been more evident than with what is taking place with the Federal government’s COVID-19 Economic Response Plan. In this session, we’ll focus on updates from the Canada Revenue Agency and Service Canada and what the impact is on payroll currently and in the future. There will also be an opportunity to bring your inquiries and learn what issues are facing payroll practitioners.

Duration: 1 hour

Presenter: Steven Van Alstine, Vice-President, Education, Canadian Payroll Association

Training Calendar Icon  June 23, 2020

Training Clock Icon 10 a.m. PT | 1 p.m. ET

Provincial payroll issues 2020

The last few years have seen a significant amount of change in many provinces relative to legislation and regulation impacting payroll. This was particularly the case with Employment and Labour Standards in many provinces across the country particularly in British Columbia, Alberta, Ontario and Quebec. Such changes are always an indicator of changes to come in other provinces. In addition many other legislative changes at a provincial level have to be monitored to establish their impacts on administering an organizations payroll. Many provinces had changes as a result of the COVID-19 situation in order to respond to the impacts to business. This session will look in detail at the dynamic legislative changes on a provincial level across the country currently, in the future and their impacts to payroll. Inquiries from attendees will also be addressed on a provincial level.

Duration: 1 hour

Presenter: Steven Van Alstine, Vice-President, Education, Canadian Payroll Association

Training Calendar Icon  June 23, 2020

Training Clock Icon 12 p.m. PT | 3 p.m.  ET

Track 2: Solutions for you and your practice

New features, tips and tricks, apps and product deep dives. Hear from your fellow accountants and bookkeepers, the Sage team and our app partners on the small business products and solutions for your practice and your clients.

Go to: Track 1: Changing landscape of compliance  |  Track 3: Perform at your best  |  Track 4: CPA Canada joint sessions 

What's new in the Sage 50 2020.2 release?

Remote Data Access (Sage Drive) multi-users, bank reconciliation improvements, and multi-user improvements. Take a deep dive into Sage 50cloud Accounting's recent 2020.2 release and learn how you can start using the new features today. We'll also deep dive into Remote Data Access (Sage Drive) and show how it’s new multi-user capabilities can help you streamline collaboration with your clients.

Duration: 1 hour

Presenter: Dianne Mueller, Owner, Soma Small Business Solutions

Training Calendar Icon  June 10, 2020

Training Clock Icon 10 a.m. PT | 1 p.m. ET

What's new in Sage Business Cloud Accounting?

Correct Transactions, partially reclaimable taxes and GIFI codes. Take a deep dive into Sage Accounting's exciting new product features and learn how to utilize them in your practice.

Duration: 1 hour

Presenter: Sara Gibb, Owner, Flowworks Bookkeeping & Consulting

Training Calendar Icon  June 10, 2020

Training Clock Icon 12 p.m. PT | 3 p.m. ET

Streamline your day with Bank Feeds

Eliminate the need to manually import your bank statements and save time with simplified and automated bank reconciliation with Sage 50cloud Accounting or Sage Business Cloud Accounting.

Duration: 1 hour

Presenter: Kareen Punter, Staff Accountant, Harnett & Associates

Training Calendar Icon  June 12, 2020

Training Clock Icon 10 a.m. PT | 1 p.m. ET

Intégratech: Automating your accounting workflow, our daily reality

Automation seems complicated. How does it work? Where should I start? We all use a number of different apps to help us with our day-to-day tasks. But how can we take that information and synchronize it with our accounting software? For example, how can the information in my Outlook calendar, CRM, or Excel spreadsheet get imported directly as an invoice into Sage 50cloud accounting or Sage Business Cloud Accounting? This session will cover how to build an accounting automation ecosystem. We’ll show you how we at Intégratech automate our workflow and how you and your clients can benefit from automation.

Duration: 1 hour

Presenter:  Sylvain Lenancker, General Manager, Intégratech

Training Calendar Icon  June 15, 2020

Training Clock Icon 10 a.m. PT | 1 p.m. ET

Moving is never fun but your first days with Sage Accounting just got easier

You've decided to take your first leap into our 100% cloud accounting solution. Now what? In this session, learn the do’s and don’ts on how to successfully move your client’s data from Sage 50cloud Accounting to Sage Business Cloud Accounting. Then we'll show you how to setup your company and get you up and running in Sage Accounting in no time.

Duration: 1.5 hours

Presenter:  Kim Thompson, Accounting Manager, and Sharan Kaur, Senior Accountant, Canco Petroleum

Training Calendar Icon  June 17, 2020

Training Clock Icon  10 a.m. PT | 1 p.m. ET

Unlock the true potential of your business data with Sage Intelligence

In this session, you’ll learn how to take advantage of the powerful reporting capabilities of Sage Intelligence. If you’re using Sage 50cloud Accounting or Sage Business Cloud Accounting, you have access to the Sage Intelligence module that enables you to run out and customize financial reports and dashboards to suit your unique business needs. What’s more, you’re also able to download them to Microsoft Excel and format them using the features you’re already familiar with to create professional looking reports.

Topics covered in this session:

  • Accessing Sage Intelligence in Sage 50cloud Accounting and Sage Business Cloud Accounting
  • Loading data and previewing reports
  • Customizing reports (demo) 
  • Downloading to Excel (demo)
  • Working with add-ins (demo)

Duration: 1.5 hours

Presenter:  David Ako-Bryant, Intelligence Solutions Specialist, Sage

Training Calendar Icon  June 19, 2020

Training Clock Icon 10 a.m. PT | 1 p.m. Time ET

WayPay: Save time and money with digital payments and cloud accounting

Learn how WayPay’s cloud-based payments software can help your business streamline your entire account payable process with digital payments. This session is designed to show how WayPay can help you easily start implementing touchless payment workflows and automating your AP.

WayPay, the leader in digital business-to-business payments, helps to streamline the accounts payable process for businesses of all sizes.
In this exclusive Sage session, you will learn how WayPay's cloud-based payments software can help you introduce touchless, automated workflows and move your accounting to the cloud. You'll see first-hand, via a product demo, how easy it is to send payments to your suppliers, vendors, employees and contractors.

Duration: 1 hour

Presenter:  Paul Chappel, Partner & VP Partner Success, WayPay

Training Calendar Icon  June 22, 2020

Training Clock Icon 12 p.m. PT | 3 p.m. ET

Uncovering new and hidden Sage gems

This session will show you time-saving tips on new and lesser-known product features in Sage 50cloud Accounting and Sage Business Cloud Accounting.

Duration: 1 hour

Presenter: Janet Lynch, Owner, Lynch's Accounting Solutions

Training Calendar Icon  June 24, 2020

Training Clock Icon 10 a.m. PT | 1 p.m. ET

Track 3: Perform at your best

Hear from your peers, industry experts, app partners and thought leaders on non-product related topics that will help you perform at your best and drive your business forward.

Go to: Track 1: Changing landscape of compliance | Track 2: Solutions for you and your practice | Track 4: CPA Canada joint sessions

Innovation for today and tomorrow

Sage's Practice of Now Report includes the findings of independent research commissioned by Sage, surveying thousands of accountants and bookkeepers from across the globe. The findings reveal what the working landscape for accountants and bookkeepers looks like today as well as the future, offering real-world perspectives on how today’s accounting professionals can continue to thrive. This must attend webinar will go over the key findings of the report, covering both global and local insights and trends on the industry, and highlight how the future of Sage products can help you face these head on.

Duration:  1 hour

Presenter: Rachel Fisch, Product Evangelist and Jaime Rein, Product Manager, Sage

Training Calendar Icon  Date June 9, 2020

Training Clock Icon  10 a.m. PT | 1 p.m. ET

Innovation in Accounting: How Amazon Web Services (AWS) fuels innovation through Artificial Intelligence (AI) and Machine Learning (ML) Services

AWS has the broadest and deepest set of machine learning and AI services for your business. On behalf of their customers, they are focused on solving some of the toughest challenges that hold back machine learning from being in the hands of every user. In this session, learn about some of the innovation being done in the accounting industry through the lens of the AWS ML portfolio and key use cases and customer success stories in financial services, including specific examples in accounting such as document processing, transaction analysis, and customer service.

Duration: 1 hour

Presenter:  David Ping, Senior Manager, AI/ML Solutions Architecture, Amazon Web Services

Training Calendar Icon  June 9, 2020

Training Clock Icon  12 p.m. PT | 3 p.m. ET

Selling your brain NOT your time: subscription pricing for accounting professionals

This session is dedicated to the possibility that a professional firm will be more effective for its customers if it begins to sell not hours or service, but access to the brains of the professionals. Creating subscriptions for access is hard work and not for everyone because it requires professionals to think differently than they have in the past about what it is they really do and sell. If you think you have what it takes to make this shift or are just curious about it, you are hereby invited to open a dialogue about how best to alter this language by Ed Kless, Sage’s senior director of partner development and strategy, who will facilitate this session.

Duration:  1 hour

Presenter:  Ed Kless, Senior Director, Partner Development and Strategy, Sage

Training Calendar Icon  June 18, 2020

Training Clock Icon  10 a.m.  PT | 1 p.m. ET

AutoEntry: Choosing the right software for you - How to cut through the noise and build out a tech stack that is right for your firm

Are you looking to take the next steps in automation but have been overwhelmed by the sheer choice of what is on offer? This session will help you develop a process that will help you and avoid the common pitfalls that we've seen accountants and bookkeepers fall into, we'll also show you how to make better educated choices in choosing the right software for your firm.

Duration: 1 hour

Presenter:  Tom Port, VP Sales, AutoEntry

Training Calendar Icon  June 18, 2020

Training Clock Icon 12 p.m. PT | 3 p.m. ET

Receipt Bank: Efficient remote accounting & bookkeeping

With the right technology toolkit, you can scale your business with real-time data and efficient processes. Kinga will talk you through how to make smart decisions for your business, the ones that matter. 

Learning Objectives:

  • Map out existing processes and identify potential bottlenecks
  • Manage your scope and client relationships 
  • Discover the best-in-class apps to help you master efficiency

Duration: 1 hour

Presenter:  Kinga Jasek, Account Manager, Receipt Bank

Training Calendar Icon  June 22, 2020

Training Clock Icon  10 a.m. PT | 1 p.m. ET

Fireside chat: Perform at your best with automation

From data entry to reconciliation, hear how your peers have automated or are in the process of automating manual processes in their practice. Learn about their decision making process and how they navigated the challenges that came with change.

Duration: 1.5 hours

Moderator: Ed Kless, Senior Director, Partner Development and Strategy, Sage

Panelists: Colleen Hoggarth, Chief Number Cruncher, Freedom Accounting Inc. | Kareen Punter, Staff Accountant, Harnett & Associates | Sara Gibb, Owner, Flowworks Bookkeeping and Consulting

Training Calendar Icon  June 25, 2020

Training Clock Icon 10 a.m. PT | 1 p.m. ET

AutoEntry: Now the fun begins! What happens after you've chosen your software

You've chosen your app, you've finished your implementation, now the fun begins! In this session you'll learn the process that the software providers don't cover, how do Apps get used in practice & integrated into your workflow? Sara Gibb of Flowworks Bookkeeping & Consulting and Tom Port of AutoEntry will talk you through the best practices they've uncovered and the workflow process that Sara uses to ensure she gets the most out of her day and AutoEntry. Tom and Sara will also show you an expert AutoEntry demo, and how it works in practice with Sage Business Cloud Accounting and Sage 50cloud Accounting.

Duration: 1 hour

Presenter: Tom Port, VP Sales, AutoEntry and Sara Gibb, Owner, Flowworks Bookkeeping & Consulting

Training Calendar Icon  June 25, 2020

Training Clock Icon 12 p.m. PT | 3 p.m. ET

Track 4: CPA Canada joint sessions

The recent pandemic has brought about new challenges for your clients: cash management, working capital and operational efficiency. Sage and CPA Canada have teamed up to help you and your clients through this uncertain time. Note: These sessions are run and administered by CPA Canada. The links below will take you to the CPA Canada website for registration.

Go to:  Track 1: Changing landscape of compliance  |  Track 2 Solutions for you and your practice  |  Track 3: Perform at your best

Honest Talks with the Experts—pivoting and changing business models

Overnight it seems, businesses had to change gears, from virtual work to robust commerce websites to ordering protective gear for staff. How have some businesses found opportunity in this new world order and how can businesses rethink their purpose and value proposition to turn a crisis to an opportunity?

Duration: 2 hours

Presenter:
Neal Cranna, VP of Marketing, Sage | Miles Sellyn, President, Major Tom | Jamie L. Smith, Co-founder, Amplify Advisors | Eli Fathi, President and CEO, MindBridge Ai

Training Calendar Icon  May 7, 2020

Training Clock Icon  11 a.m. PT | 2:00 p.m. ET

Honest Talks with the Experts—future casting the economy

What will the economy look like after this? Will we enter a recession? Even if my business survives this crisis, what other roadblocks may pop up to prevent me from recovering? What should be part of my ongoing contingency plans?

Duration: 2 hours

Presenter: Francis Fong, Chief Economist, CPA Canada and Pierre Cleroux, Chief Economist, BDC

Training Calendar Icon  May 14, 2020

Training Clock Icon 11 a.m. PT  | 2 p.m. ET

Honest Talks with the Experts—building resilience as a leader

Being a small business owner is tough enough. This period of uncertainty and global turmoil will test your limits. How can you build resilience to not only get you through this period but your business, your staff and your family?

Duration: 2 hours

Presenter: Carl Oxholm, CPA, CA, Partner, PwC

Training Calendar Icon  May 21, 2020

Training Clock Icon 11 a.m. PT | 2 p.m. ET

The money side of business: managing your finances during a crisis

This is an advanced session explaining the basic tools and techniques of financial mannagement for a business owner, including budget creation and monitoring, cash man¬agement, product/division/customer analysis, planning/forecasting, and trend analysis.

Duration: 2 hours

Presenter: Steve Ryujin, VP of Small Business, Sage and Shubhneet Lotay, CPA, CMA

Training Calendar Icon  June 2, 2020

Training Clock Icon 11 a.m. PT | 2 p.m. ET

Honest Talks with the Experts—our virtual reality and how to adapt

Business operations will change after this pandemic. What technologies and new virtual products does my business need to look at for the right now and into the future?

Duration: 2 hours

Presenter:  Tom Port, VP Sales, AutoEntry

Training Calendar Icon  June 4, 2020

Training Clock Icon  11 a.m. PT  | 2 p.m.  ET

Honest Talks with the Experts—tough conversations on restructuring

Restructuring. Life as we know it will be different after this global crisis has passed. How do we do business and how do we survive what may potentially be a recession right after the virus has long gone? What will your business look like and what tough questions do you need to be asking today to ensure your tomorrow?

Duration:  2 hours

Presenter:  Eitan Dehtiar, CPA, CMA

Training Calendar Icon  June 8, 2020

Training Clock Icon  11 a.m PT | 2 p.m. ET

Financial ratios and how they help with emergency decision making

This is a basic session explaining the calculation and interpretation of financial ratios.

Duration: 2 hours

Presenter: Aaron Pelz, CPA, CA, VP Finance (North America) at Sage and Erica Bailey, CPA, CA

Training Calendar Icon  June 15, 2020

Training Clock Icon 11 a.m. PT | 2 p.m. ET

Financial survival for entrepreneurs

Learn how to identify, understand and monitor key numbers for your business, tactics of seeking out financing and effective tax strategies.

Duration:  2 hours

Presenter: Katrina Carroll-Foster, Partner and Strategist, Kollectively Business Strategies | Mihai Dorin Nicula, CPA, CMA | Jill Earthy, CEO, Women's Enterprise Centre of BC

Training Calendar Icon  June 26, 2020

Training Clock Icon 11 a.m. PT | 2 p.m. ET

Frequently asked questions

This event was designed for accountants and bookkeepers with their own practice, who work in a practice or who have clients. The event is open to any accountant or bookkeeper that may want to learn more about Sage products and services. The technology, content and insights presented are customized to meet the needs of practitioners to help them to better manage their business.
Registration for all of the sessions is free of charge. 
If you attend a live session, you will automatically be sent an attendance certificate a few days after the session ends. Unfortunately, we are unable to provide attendance certificates for sessions that you view on-demand.
You will need to register for each session individually. Although once you register for the first session, your information will be pre-populated into the registration forms. Please make sure you receive a confirmation email once you register for a session.
Before joining, be sure to check the system requirements to avoid any connection issues during the session.
Yes, you will need to register again. With the cancellation of the physical events, your previous registration for the Sage Accountants Forum has also been cancelled.
Yes. The sessions will be available to view on demand a few days after the live session. If you register for the session, we will also email the recording to you.
Still have questions or need assistance?

Disclaimers

Personal information: Sage will handle and protect your registration information provided in accordance with Sage’s Privacy Policy.  By registering for the Event, you agree that Sage may use your email address and mobile phone number to send Event updates and post-Event survey evaluations. 

Forward looking statements: Some of the Event presentations and sessions may contain projections or other forward-looking statements regarding future events or the future financial performance of Sage, its partners and affiliates. Words such as "expects," "goals," "plans," "believes," "continues," "may," and variations of such words and similar expressions identify forward-looking statements. In addition, any statements that refer to or may imply future financial performance, our anticipated growth and trends in our businesses, and other characterizations of future events or circumstances are forward-looking statements. All such statements that are not historical facts are based on our current expectations and are subject to a number of risks and uncertainties, and the actual events or results may differ materially. Actual results may differ materially from those contained in forward-looking statements, including, among others, variable product demand; product introductions by Sage's competitors; pricing pressures; and manufacturing issues, including product defects, errata, lower than anticipated manufacturing yields, and supply of components.