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CFO Central

Learn how digital transformation is shifting the world of finance and discover how finance leaders are driving a digital-first agenda.

The future of finance

Sage has partnered with industry experts, thought leaders, and technology partners to help Canadian finance leaders manage unprecedented levels of change. Learn from the experts across a series of webinars, case studies, and new research reports to discover how digital transformation is changing the world of finance.

Canadian Data Residency and a Secure Switch to the Cloud

This webinar will demystify the security features that keep your data safe, share the benefits of switching to the cloud and explain the positive impact Canadian data residency can have on your organization.

Watch this webinar, as guest speakers, Megha Kumar, Research Director, Software & Cloud at IDC Canada and Michael Cheong, Chief Financial & Operating Officer at United Way Greater Toronto, discuss the benefits of moving to the cloud while protecting your data.

Viewers will learn :

  • Why finance leaders need to consider data protection laws when moving to the cloud
  • How to enjoy both benefits and security on the journey to digital transformation
  • Why United Way Greater Toronto needed to ensure that their data was secure within Canada

Proven financial practices for sustainable growth

Join Sage Intacct and guest speaker Erika Kinney at AbCellera Inc., as we discuss the common challenges, best practices, and tips and tricks so you can create a culture of financial responsibility that will allow for sustainable growth.

Viewers will learn :

  • GL structure to achieve optimal processes and reporting
  • Invoicing tips and tricks to accelerate cash-flow
  • Building financially-minded Project Managers
  • Leveraging new technology to solve age-old problem
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Tech savvy CFO - Driving value creation

Join us as Gord Beal, Vice President, Research, Guidance and Support at CPA Canada, Jeff McMullen, CFO at 4Point, and David Rumer, Vice President of Market Development at Sage, discuss the evolving role of the CFO and the need to build a resilient infrastructure to automate finance.

Viewers will learn :

  • The evolution of the responsibilities of the finance leader
  • How using data can help you become proactive in planning and decision making
  • How to take back control of your finance processes to set the stage for your next level of growth
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CFO 3.0 Breakthrough finance

Watch as George Lawton, CFO of Lykki, Megha Kumar of IDC Canada, and Aaron Harris, CTO of Sage, discuss how the responsibilities of the CFO and the office of finance have evolved and how they are playing a key role in leading their businesses during a disruptive and ever-shifting landscape.

Viewers will learn :

  • How like-minded CFOs are setting the pace for the digitalization of their industry
  • The concerns that are top of mind and keeping Finance Leaders up at night
  • What visionary CFOs are doing to futureproof their technology decisions today

The approach to moving toward financial management modernization — The future is now

Join Geoff Grover, Director of Operations at Pedalheads, Gayatri Wood, Head of Digital at Factotum, and David Rumer, VP of Market Development at Sage, as they talk about cloud-based accounting and financial management software and what it can do to help overcome your business challenges.

Watch the webinar to :

  • Learn how a cloud financial system can equip your business with the tools needed to successfully compete in a connected, digital world
  • Find out what to look for in a cloud-based software vendor so you can make the best choice
  • Hear from a Sage customer who graduated from a small business solution to Sage Intacct
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Unlock growth with the next wave of financial management software

Anna Abbruzzese, Founder and President of Actium Consulting and Susan Pearlston, Product Marketing Manager, Sage Intacct Canada discuss the key signs that indicate you might be ready to move to a modern financial management platform.

Watch the webinar to :

  • Find out why growing businesses see the value of moving to cloud solutions
  • Discover the most common signs that indicate you might be outgrowing your current accounting system
  • Hear about true-life stories of companies that have made the move to a modern accounting solution and how it has transformed their business

Investor insights on scaling from seed to growth stage

Join us as Douglas Soltys, Editor-in Chief at BetaKit, moderates a dynamic discussion between Laura Lenz, Partner at OMERS Ventures, and David Appel, Head of Software and SaaS at Sage Intacct, on producing the key SaaS metrics that investors want to see when they’re considering investing in your next round.

Viewers will learn :

  • How to position yourself for the next stage of growth—across people, processes, and technology
  • How to develop a compelling financial story with the right SaaS metrics for each stage of growth
  • Practical steps to deliver those SaaS metrics to your board and investors
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Growing a SAAS company in a shifting landscape

Watch Bruce Croxon, partner at Round13 Capital and co-host of BNN's, The Disruptors, and Matt Hodgson, CFO at Vidyard, as they address the challenges and opportunities of a shifting landscape in the SaaS industry.

Viewers will learn :

  • Best practices for reducing the cost of customer acquisition and retention
  • How to make the right business decisions with real time and accurate data, and not just your intuition
  • How today’s modern technology can help you automate to minimize risks and gain the insights you need to look ahead
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Using data and performance metrics to elevate your nonprofit’s story

As a growing nonprofit organization, it is critical to understand the latest giving trends and their relevance to your organization’s impact. In this webinar, Joan Benson, Director of Nonprofit Industry Marketing at Sage Intacct, will look at the latest giving data and dig into how you can utilize it to sustain and grow your nonprofit’s funding.

Watch the webinar to :

  • Explore the latest giving trends
  • Learn how to leverage your data to track and share your performance and impact to better tell your story
  • Discover how to build engagement with donors to prioritize your mission
  • Get best practices around sharing your story to gain greater engagement

Finance leaders in action

Hear from Canadian finance leaders from different industries on their unique stories and perspectives on driving business performance and success.

Building a future-proof finance function

Thanks to the disruptive landscape of digital technology, it has never been more important for Finance Leaders to stay informed with the latest trends impacting their industries. Listen to experts discuss how they stay ahead of the curve.

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Digital transformation: More important now than ever

On-demand webinar in partnership with SMB Group 

It has never been more important for Finance Leaders to leverage the benefits of technology to keep up with change, remain competitive, and propel business success forward.

Watch this webinar as Laurie McCabe, Partner, SMB Group and Daniel Oh, VP Medium Segment, Sage Canada discuss the importance of digital transformation and how it helps adapt your business as market conditions change.

Viewers will learn:

  • How adopting modern technology is key to business agility and success
  • The key steps to digital transformation and how to get started
  • How to keep your organization future proofed for growth, uncertainty, or change  
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IDC MarketScape : Worldwide SaaS and Cloud-Enabled Midmarket Finance and Accounting Software vendor assessment

When evaluating vendors, you need a clear framework comparing the product and service offerings, capabilities and strategies, and current and future market success factors for each vendor.
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Welcome to the era of CFO 3.0

Our report CFO 3.0 : Digital transformation beyond financial management, based on a survey of 500 Canadian senior in-house financial decision makers, provides unique insight into the evolution of the chief financial officer.

Download this important research for original insight into the evolution of the CFO.


Man and woman on balcony, looking at tablet

Gartner’s Critical Capabilities Report for cloud financial management suite for midsize, large and global enterprises

Financial application decision makers can refer to this report to learn about the financial management solutions available. Gain visibility into how these applications are evolving as the cloud becomes a more prevalent deployment model.

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The Total Economic Impact™ Of Sage X3 Solutions

Sage commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study and examine the potential return on investment (ROI) organizations may realize by deploying Sage X3. The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of the Sage X3 on their organizations.

Innovative solutions to fuel your success

Improve business processes and streamline operations. Deploy industry best practices and gain the highest return on investment. Sage Marketplace partners can help boost your solution to fit your needs.

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Assessing economic impact – Adapting finance strategy with insight and agility

On-demand webinar in partnership with Prophix

 During unprecedented and uncertain times, finance teams are more acutely affected by potential impacts to business operations. Reacting to rapidly changing markets requires finance to pivot on plans, evaluate impact and mitigate risk by leveraging tools like CPM.

Watch Rayan Wani, Partner Account Representative at Prophix and David Rumer, Vice President of Market Development at Sage as they discuss how to:

  • Drive strategic decisions using what-if scenarios
  • Run collaborative forecasting with automatic workflows
  • Accurately project cash flow
  • Support evolving strategy across business entities

Entering a new decade of expense management

On-demand webinar in partnership with Nexonia

Finance teams can’t effectively manage what they can’t see—according to the 2019 Expense Management Trends Report by Nexonia, a lack of visibility surfaced as the main pain point for organizations who haven’t yet modernized their T&E processes. This can result in compliance issues, difficulty in flagging out-of-policy expenses, and the inability to accurately track trends and projections in a company’s financial spend.

In this on-demand webinar, learn how implementing a dedicated expense management technology solution is proving to be an investment that can deliver a rapid return on investment to all companies.

Additional resources for finance leaders

Read our articles, guides, expert tips, and more.

Canadian SMBs weathered COVID disruptions, but struggling to meet workers’ new demands, new Sage study finds

Canadian SMBs weathered COVID disruptions, but struggling to meet workers’ new demands, new Sage study finds

After weathering COVID disruptions, Canadian businesses were poised for a comeback, but now many are stumbling to meet new demands from the workforce. This is according to a newly commissioned report from Sage and the Angus Reid Group, Forward Together : Building a Resilient Future. The report uncovers new insights into the current hiring challenges among [&hellip ;]

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Sales, scale and efficiency: 3 benefits of a cloud ERP platform for mid-market organizations

Sales, scale and efficiency : 3 benefits of a cloud ERP platform for mid-market organizations

Cloud ERP platforms have enabled mid-market organizations to be competitive and punch above their weight with a suite of financial management solutions and applications. Among the many benefits, cloud ERPs offer a scalable platform with scads of features and integrations, improve financial efficiency and visibility, strengthen data security for financial information, and decrease Information Technology [&hellip ;]

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4 signs your business could benefit from a business intelligence solution

4 signs your business could benefit from a business intelligence solution

Business intelligence (BI) is a vital tool in the CFO&#8217 ;s toolkit. Accurate and easily-accessible financial data allows you to understand what&#8217 ;s happening with business-critical metrics such as profit margin and cash flow. For those businesses that have already incorporated BI into their operations, it allows them to continue to make data-driven decisions, but it’s a [&hellip ;]

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How Sage Intacct Helped Ronald McDonald House BC & Yukon Serve Families Through the Pandemic

How Sage Intacct Helped Ronald McDonald House BC & Yukon Serve Families Through the Pandemic

Since 1983, Ronald McDonald House BC &amp ; Yukon (RMH BC &amp ; Yukon) has provided accommodations and support for families from more than 200 communities across British Columbia and Yukon Territory while their kids receive specialized medical care that can only be found at Vancouver’s BC Children’s Hospital. Over the years, it isn’t just the House [&hellip ;]

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5 Reasons Public Benefit Organizations are Moving Finance to the Cloud

5 Reasons Public Benefit Organizations are Moving Finance to the Cloud

Dated technology creates serious barriers for public benefit and quasi-governmental organizations (QGOs) already facing increased demand for services and the need to comply with changing government regulations. In a recent survey conducted by Sage Intacct, finance leaders within nonprofits and QGOs shared the internal frustrations that were serious barriers to achieving their goals. The top [&hellip ;]

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The 3 Keys to Accurate, Consistent, and Timely Financial Reporting for Professional Services Firms

The 3 Keys to Accurate, Consistent, and Timely Financial Reporting for Professional Services Firms

Achieving a state of accurate, consistent, and timely financial reporting is not without its challenges. Certainly, for professional services firms with fluctuating demand, new market opportunities and Paycheck Protection Program (PPP) reporting needs, financial reporting is vastly more complex and often includes a “need it yesterday” deadline. Tanya Yakhnis (CFO of Tandem Family of Companies) [&hellip ;]

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Driving growth: 5 ways for accountants to successfully deliver business advisory services

Driving growth : 5 ways for accountants to successfully deliver business advisory services

Discover why accountants should offer business advisory services and check out the five steps to deliver them to clients.

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How accountants can identify and help clients who have a poverty mindset

How accountants can identify and help clients who have a poverty mindset

Your client's poverty mindset is sabotaging their business success. We'll teach you how to support them to achieve a positive money mindset.

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Interested in learning more ?

Sage Intacct
Sage Intacct delivers real-time financial insights and automates many complex processes you just don’t have time for. Sage Intacct can be customized to your needs and grows with you--whether you’re an agile start-up or heritage business. Manage risk, drive compliance, and manage multiple currencies with ease.
Sage X3
Sage X3 is an advanced ERP system that helps you stay competitive and flexible. Designed for multi-country, multi-company needs, Sage X3 is built for companies with complex and widespread operations. It has comprehensive business management capabilities from supply chain management to manufacturing, financial management, human resource and payroll management.
Sage 300
Looking to improve efficiency and increase the effectiveness of your manufacturing, distribution, or retail business? Sage 300cloud takes the complexity out of managing your business finances across borders, in multiple currencies and locations.