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Sage Intacct events

Join us at an event near you to connect, learn, and get inspired.

Current events

Join us at one of the many Sage Intacct in-person or virtual events for industry knowledge and networking.

Meetups: Focused and intensive overview of key product modules or functionality that ensures you are fully utilizing Sage Intacct. Our 90-minute virtual format is a free event that includes content and in-product presentations. Registration is required.

 

In-person meetup

Bay Area meetup

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!

Virtual meetup

Financial Services industry

Date: Wednesday, December 4, 2024
Time: 11:30 a.m. - 1:00 p.m. PT

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.
  • Resources and release updates that help you get the most out of Sage Intacct.
  • Open Q&A and more.
Virtual meetup

Reporting fundamentals

Date: January 9, 2025
Time: 11:30 a.m. - 1:00 p.m. CT

Did you know you have access to 150+ pre-built reports? In this watch-and-learn session, you will see how to run existing reports and use dashboards to deliver those reports. 

This session will provide an overview of these reporting tools available in Sage Intacct: 

  • Lists
  • Standard reports
  • Financial reports
  • Financial graphs

This meetup is recommended for users who are new to Sage Intacct and users who want to know more about the available reports.

Virtual meetup

Advanced reporting

Date: Thursday, January 16, 2025
Time: 11:30 a.m. - 1:00 p.m. CT

Join us for a deeper dive into: Interactive Custom Report Writer, Interactive Visual Explorer, and Financial Report Writer.

Virtual meetup

Maximizing Consolidations

Date: Thursday, January 23, 2025
Time: 11:30 a.m. - 1:00 p.m. CT

  • The building blocks of Consolidations with our experts!
  • Understand the 4 (Core, Domestic, Global, AOC) Consolidations offerings
  • Walk through key components of your setup
  • Learn how to utilize Consolidations confidently
  • Utilize reporting deliverables for your company

In this meetup you'll:

  • Identify the applicable Consolidations offering suitable for your business needs
  • Define the dimensions and components for your setup
  • Account Groups overview
  • Reporting deliverables
  • Bonus: Deployment (Dashboard, Scheduler, Email)
Virtual meetup

AI and beyond

Date: Thursday, February 20, 2025
Time: 11:30 a.m. - 1:00 p.m. CT

Learn how Sage AI unlocks continuous accounting:

  • AP Bill Automation
  • GL Outlier detection
  • Sage Intelligent Time
  • Bank Reconciliation
  • Bank Transaction Assistant
  • Sage Copilot

In this meetup, you'll learn how to save time with routine tasks automated to boost productivity.

Virtual meetup

Keys to success in your first 100 days and beyond

Date: Tuesday, February 25, 2025
Time: 11:30 a.m. - 1:00 p.m. CT

Are you a new customer? Have you recently implemented Sage Intacct? Join us for this Keys to success in your first 100 days and beyond meetup. We'll give you a thorough Sage Intacct 101 review including:

  • Product management overview
  • Reporting
  • Sage University
  • Community
  • Customer Support
  • Professional Services
    ...and more!

In this session, you'll learn about foundational components including:

  • Dates in Reporting
  • Account Groups
  • Notification Strategies
  • Manage Views and Lists

We look forward to your meetup participation!

Virtual meetup

Developer

Date: Thursday, March 13, 2025
Time: 11:30 a.m. - 1:00 p.m. CT

Attention developer community! Join us for our quarterly developer virtual meetup. Gain insight into the developer-related roadmap and provide your feedback directly to the product team.

Learn more about:

  • Developer Experience
Virtual meetup

Nonprofit industry

Date: Thursday, March 20, 2025
Time: 11:30 a.m. - 1:00 p.m. CT

Join your Nonprofit peers to learn about best practices, product updates, and more from our experts.

In this session we'll highlight:

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

Professional Services industry

Date: Thursday, May 15, 2025
Time: 11:30 a.m. - 1:00 p.m. CT

Come join the incredible user community of Professional Services finance leaders building on Sage Intacct.

  • Hear the trends peers are facing, and how Sage is helping you automate to scale and optimize
  • Learn the latest product enhancements across accounting, FP&A, payroll, rev rec, billing, and A/P

We will be featuring:

  • A panel of peers on how Sage Intacct has helped them save time
  • Easy-to-adopt features to help you automate and report
  • Q&A with product leaders

We look forward to connecting!

Virtual meetup

Healthcare industry

Date: Tuesday, May 20, 2025
Time: 11:30 a.m. - 1:00 p.m. CT

Come join the incredible user community of Healthcare finance leaders building on Sage Intacct.

  • Hear the trends peers are facing, and how Sage is helping you automate to scale and optimize
  • Learn the latest product enhancements from our product management team

We will be featuring:

  • A panel of peers on how Sage Intacct has helped them save time
  • Easy-to-adopt features to help you automate and report
  • Q&A with product leaders

We look forward to connecting!

Virtual meetup

Canada

Date: Thursday, July 17, 2025
Time: 11:30 a.m. - 1:00 p.m. CT

Join your Canadian peers to learn best practices, advance your Sage Intacct knowledge, and do a deeper dive into Reporting functionality. Learn the latest product release updates, participate in our Q&A, and hear from your peers!

Virtual meetup

Maximizing planning

Date: Wednesday, July 23, 2025
Time: 11:30 a.m. - 1:00 p.m. CT

The building blocks of Planning with our experts!

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

In this meetup you'll:

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

Join our experts to learn more!

User enrichment workshops: Learn from Sage Intacct experts to extend your knowledge and implement best practices alongside your peers. These free 60-minute events are offered on a regular basis and require registration.

 

User group

Regional user groups

Interested in joining your peers in Indianapolis or Kansas City for in-person and hybrid meeting opportunities?

Email us at [email protected]

User enrichment workshop

Gear Up for Success: Your FREE Sage Intacct Resources

Date: Wednesday, December 11, 2024 
Time: 10:00 a.m. - 11:00 a.m. PT

Are you "New" to Sage Intacct? We will equip you with valuable, FREE resources to ensure you fully utilize Sage Intacct.

We will feature: 

  • Community
  • Help Center
  • Activating Collaborate
  • Understanding Permissions
  • and more!
User enrichment workshop

Have You Made Your List and Checked It Twice?

Date: Tuesday, December 17, 2024
Time: 12:00 p.m. - 1:00 p.m. CT

Come and learn from Sage Intacct's experts how to utilize Dashboards to help you monitor and access the most important aspects of your business. Checklists allow you to manage processes consistently across your organization, helping to improve the quality of the process outcome.

We will feature:

  • Dashboards
  • Checklists
  • Best Practices for Dashboards
  • and more!
User enrichment workshop

Stock, Paper, Inventory!

Date: Wednesday, January 22, 2025
Time: 11:00 a.m. - 12:00 p.m. CT

Description: Inventory Control applications help you make informed inventory management decisions, by tracking merchandise, providing essential replenishment and fulfillment workflows, and analyzing your sales and ordering statistics.

We will feature:

  • What's sellable inventory versus supplies
  • Common pain points for inventory management
  • Discuss key metrics for reporting
  • and more!
User enrichment workshop

Developer Hour: REST API Open Beta

Date: Thursday, January 30, 2025
Time: 1:00 p.m. - 2:00 p.m. CT

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.

User enrichment workshop

Automation Empowerment: Going Paperless

Date: Wednesday, February 12, 2025
Time: 11:00 a.m. - 12:00 p.m. CT

Paperless automation delivers many important benefits to finance teams, from real-time financial visibility to increased efficiency to more accurate forecasting and planning. Come explore how financial automation can transform your organization to being proactive, future-ready, and resilient.

We will feature:

  • Product Features and Demo
  • Automation enhancements in AP, Bank Reconciliation, Vendor Approvals
  • and more!
User enrichment workshop

Why Can't I…

Date: Wednesday, March 19, 2025
Time: 11:00 a.m. - 12:00 p.m. CT

Have you faced scenarios where you were unable to find a page, access a feature or complete a task? Come and learn from Sage Intacct's experts how this could be a result of you not having the proper permissions, privileges or user type.

We will feature:

  • User types and permissions
  • Knowing your Administrative User
  • and more!
User enrichment workshop

Gear Up for Success

Date: Wednesday, April 9, 2025
Time: 11:00 a.m. - 12:00 p.m. CT

Are you "New" to Sage Intacct? We will equip you with valuable, FREE resources to ensure you fully utilize Sage Intacct.

We will feature:

  • Community
  • Help Center
  • Activating Collaborate
  • Understanding Permissions
  • and more!
User enrichment workshop

All Roads Lead to the GL

Date: Wednesday, April 23, 2025
Time: 11:00 a.m. - 12:00 p.m. CT

The General Ledger is the central ledger for a company, where you create and maintains accounts, journals, and financial reports.

We will feature:

  • Use of the General Ledger to post journal entries, design and run reports, create budgets, etc.
  • GL Outlier Detection
  • and more!
User enrichment workshop

Let's Check the Dimensions

Date: Wednesday, May 14, 2025
Time: 11:00 a.m. - 12:00 p.m. CT

Dimensions can give visibility to underlying detail that helps you make faster, more incisive business decisions.

We will feature:

  • What's a Dimension
  • Dimension Relationships
  • Standard vs User-Defined Dimensions
  • Reporting
  • and more!
User enrichment workshop

Understanding Multi-Entity with Sage Intacct

Date: Wednesday, July 16, 2025
Time: 11:00 a.m. - 12:00 p.m. CT

A multi-entity shared company includes one or more entities under the top level. Entities typically represent divisions, franchises, affiliates, associations, locations, chapters, self-balancing funds or subsidiaries, with a shared chart of accounts.

We will feature:

  • Understanding the components of Multi-Entity
  • Managing entities
  • Reporting
  • and more!
User enrichment workshop

Gear Up for Success

Date: Wednesday, August 13, 2025
Time: 11:00 a.m. - 12:00 p.m. CT

Are you "New" to Sage Intacct? We will equip you with valuable, FREE resources to ensure you fully utilize Sage Intacct.

We will feature:

  • Community
  • Help Center
  • Activating Collaborate
  • Understanding Permissions
  • and more!
User enrichment workshop

Unlock the Fun: A Scavenger Hunt in Sage Intacct Help Center

Date: Wednesday, August 20, 2025
Time: 11:00 a.m. - 12:00 p.m. CT

Whether you're a seasoned Sage Intacct user or a curious newbie, this webinar offers something for everyone. Join us to dive into the Help Center and discover valuable information and resources.

We will feature:

  • Discover the dynamic navigation
  • Explore the video library
  • Master the craft of keyword search
  • and more!
User enrichment workshop

An Overview of Sage Fixed Assets Management

Date: Wednesday, September 17, 2025
Time: 11:00 a.m. - 12:00 p.m. CT

Come hear our experts share how your organization can unlock the full potential of your asset management with Sage Fixed Assets Management to streamline the entire fixed asset life cycle from acquisition to disposal.

We will feature:

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

Transform Your Finances: Master Spend Management

Date: Wednesday, October 15, 2025
Time: 11:00 a.m. - 12:00 p.m. CT

Are you ready to take control of your organization's spending? Join us for an enlightening webinar and discover how our Spend Management solution can revolutionize the way you handle expenses.

We will feature:

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

Gear Up for Success

Date: Wednesday, December 10, 2025
Time: 11:00 a.m. - 12:00 p.m. CT

Are you "New" to Sage Intacct? We will equip you with valuable, FREE resources to ensure you fully utilize Sage Intacct.

We will feature:

  • Community
  • Help Center
  • Activating Collaborate
  • Understanding Permissions
  • and more!

Customer learning labs: Super charge your skills with bite-sized and engaging learning labs. These sessions are available in Sage University exclusively for Sage Intacct Learning Membership subscribers.


Customer learning labs

Learning membership holders can connect, engage, and learn with fellow participants in our new collaborative sessions. Unlock actionable insights and propel your skills to new heights on a variety of highly requested topics.

Meetups

  • Focused and intensive overview of key product modules or functionality that ensures you are fully utilizing Sage Intacct.
  • 90-minute free virtual event that includes content and in-product presentations.
  • Registration is required.

User enrichment workshops

  • Learn from Sage Intacct experts to extend your knowledge and implement best practices alongside your peers.
  • 60-minute free events, offered on a regular basis.
  • Registration is required. 

Customer learning labs

  • Learn from Sage Intacct instructors and customers.
  • Free events to Sage Intacct Learning Membership subscribers.
  • Registration is required.

Talk to an expert

Expert advice

Let's connect. Your success and growth is our greatest win. Ready to learn more about what Sage Intacct can do for your business? We are, too. Our product experts are here to guide you every step of the way.

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