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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.

 

Nonprofit Industry

Date : Tuesday, September 10, 2024
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.
  • Key product functionality and innovation that is relevant to Nonprofits.
  • Resources and release updates that help you get the most out of Sage Intacct.
  • Open Q&A.
  • and more !

Software Industry

Date : Tuesday, September 17, 2024
Time : 11 :30 a.m. - 1 :00 p.m. PT

Come join the incredible user community of SaaS/technology finance leaders building on Sage Intacct.

  • Hear the macro-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.
  • Leverage the Modern SaaS Finance Academy to grow your skills in your career.

We'll feature :

  • A panel of peers on how they have reduced DSO, increased cash flow, and forecasted their future.
  • Easy-to-adopt features to help you automate and report.
  • Q&A with product leaders.

IN PERSON : Chicago Customer Meetup

 All Industries Customer Meetup

Location : Gibson’s Bar & Steakhouse
1028 North Rush Street, Chicago, IL 60611
Date : Thursday, September 19, 2024
Time : 11 :00 a.m. - 2 :30 p.m. CT


This is a free event for customers, partners, and prospects. All industries.


Registration is required.
 
Don’t miss out on...

  • Advance your knowledge : Hear from Product Management and Sage Intacct experts to get ahead.
  • Connect and share : Network with local customers to share insights and discover how others are using Sage Intacct.

Keys to success in your first 100 days and beyond

Date : Thursday October 24, 2024
Time : 11 :30 a.m. - 1 :00 p.m. PT

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

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

Reporting Fundamentals | Stop Reporting like it's 1999

Date : January 14, 2025
Time : 11 :30 a.m. - 1 :00 p.m. CT

Come learn about the types of reports available :

  • Standard reports
  • Financial reports
  • Custom reports

With a deep dive into key elements of the Financial Report Writer, Standard reports, Lists Views, and the Custom Report Writer.

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
  • Key product functionality and innovation that is relevant to Nonprofits

We'll highlight resources and release updates that help you get the most out of Sage Intacct, have an 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

Tech Talk : Customization and Platform Services

Date : Wednesday, September 25, 2024
Time : 12 :00 p.m.- 1 :00 p.m. CST
 
Whether you are a Developer or Finance Manager, join us to understand the primary differences between Customization Services and Platform Services to see which option can best help your business. We will discuss ways to customize Sage Intacct using Platform Services.

We will feature :

  • Smart Rules and Smart Events
  • Printed Document Temples
  • Custom Fields
  • and more !
User enrichment workshop

Explore Sage Intacct Planning

Date : Wednesday, October 16, 2024
Time : 1 :00 p.m.- 2 :00 p.m. CST
 
Budgeting and planning for midsize companies may come with a few challenges, such as : keeping multiple versions of a spreadsheet, emailing the spreadsheet around for approval and feedback or forecasting for the future, all year long. Come and learn from Sage Intacct's experts how to use Sage Intacct Planning to streamline the entire cycle in one place, from creation to sharing and reviewing to forecasting.

We will feature :

  • Budget and Planning
  • Sage Intacct Integration
  • and more !
User enrichment workshop

Developer Hour : REST API Open Beta

Date : Thursday, October 31, 2024
Time : 11 :00 a.m. - 12 :00 p.m. PST

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

Gear Up for Success : Your FREE Sage Intacct Resources

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

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

Developer Hour : REST API Open Beta

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

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. CST
 
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. CST
 

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. CST
 
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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