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Sage Intacct Webinars

The Rise of AI in Modern Finance

This packed session will explore everything that finance leaders need to know on finding, implementing, and maximizing their use of AI for growth. Hear real experiences and insights from Sage CTO Aaron Harris and Sage customer Michael Smith, SVP of Finance & Accounting from Operation Hope and learn:

  • The state of AI in modern finance.
  • The key differences in AI tools and their application within finance.
  • A 10-step guide for the successful implementation of AI tools.
  • How Sage Copilot is changing the game.

Date: January 14, 2025, at 11:00 a.m. PT

Keeping costs down in 2025: Sage for Real Estate Developers

Date:  January 22, 2025
Time: 10:00 a.m. PT

Join us as we reveal Sage for Real Estate Developers, our comprehensive native-cloud package that streamlines financial management, lease administration, and construction oversight. This system simplifies multi-entity management, enhances cost tracking, and offers robust reporting features. In the webinar, you'll discover how Sage can help maximize net operating income, simplify multi-entity operations with advanced consolidation, manage construction costs with effective budgeting tools, and navigate property management complexities with flexible tenant lease structures.

Mastering SaaS metrics analytics: Insights from industry leaders

Date: January 22, 2025
Time: 11:00 a.m. PT

Kick off 2025 with clarity and strategy! As the new year begins, set the foundation for unparalleled growth by mastering your SaaS metrics and analytics. Join us for an engaging session featuring thought leaders David Appel, Global Head, Software & SaaS, Sage and Greg Stone, Principal Solution Consultant, Sage. Discover how industry-best practices and advanced financial systems are transforming SaaS performance and forecasting. Whether you're a startup or scaling toward IPO, during this webinar you will learn actionable insights to stay ahead in the competitive SaaS landscape.

Key Learning Points:

  • Streamline Financial Operations: Learn how Sage Intacct’s SaaS Intelligence Dashboard integrates revenue, expenses, and forecasting to enhance decision-making.
  • Optimize Subscription Models: Explore scalable revenue recognition and billing solutions tailored for diverse business models.
  • Data-Driven Forecasting: Unlock predictive insights with pre-built templates and dimensional analytics for accurate growth projections.
  • Enhance Team Collaboration: Minimize reconciliation challenges and foster trust through unified data and metrics.
  • Achieve Capital Efficiency: Master techniques for balancing growth, profitability, and predictability to impress investors.

CFO roundtable: strategies to implement in 2025

Date: January 28, 2025
Time: 11:00 a.m. PT

Unlock the secrets of successful CFOs to transform your approach to financial leadership. Discover insights from over 1,000 finance leaders and the strategies that have catalyzed innovation and driven sustainable growth within their organizations.


In this webinar, you'll learn:

  • Secret #1: Learn how top CFOs break down silos and collaborate 30% more effectively across departments, boosting company-wide influence.
  • Secret #2: Discover how successful CFOs leverage technology like cloud, AI, and automation to transform finance and drive smarter decisions.
  • Secret #3: Strategies top performers use to balance personal well-being with sustainable leadership and promoting organizational health.

Plus, hear how Legendary Pictures uses Sage Intacct to manage their multi-million dollar projects on time with detail and control.

Mission-critical: elevating the role of the Nonprofit Finance Leader

Date: February 4, 2025
Time: 11:00 a.m. PT

Your role as a nonprofit finance leader has changed. No longer the head accountant, your position as a data-driven strategist has become critical to your mission. But to drive your mission forward, you need fact-based data analytics to provide lines of sight across the organization and enable you to make informed decisions in real-time.

Join us for this session as we discuss the changing role of nonprofit finance leadership, share best practices for delivering data-driven strategies that enable mission-critical decision-making, and share success stories of CFOs who use data-driven strategies to advance their mission.

Key takeaways:

  • Understand key challenges and pain points from your peers.
  • Identify desired changes in the role of the nonprofit finance leader.
  • Hear best practices for delivering data-driven strategies.
  • Learn how successful nonprofit CFOs are using data-driven strategies to advance their mission.

Speaker: Joan Benson, Sr. Director Nonprofit Industry Marketing

Storytelling with Data for Every Stakeholder

Date: Tuesday, February 11, 2025
Time: 11:00 a.m. PT

Today's finance leaders are expected to provide visibility into their company's performance and add valuable insight as the business moves forward. However, there are often multiple stakeholders who receive the updates. Knowing their needs and what they care about is essential to crafting a compelling report. Let your data become the driving force behind your narrative.

Linda Pinon, Principal Solution Consultant at Sage, has helped thousands of CFOs and Controllers learn how to leverage timely information to be presented in the most meaningful format. She easily explains how dashboards can tell your audience what's happening and why.

Linda joins our thought leadership webinar host Ed Kless to talk about key considerations for sharing performance metrics and actionable insights. Linda and Ed will dive into the art of storytelling through data. They'll discuss real-world examples of utilizing visuals and dimensional analysis to showcase details that matter to each interested party.

The rise of AI in modern finance

Date: Tuesday, February 25, 2025
Time: 11:00 a.m. PT

This session will feature CTO Aaron Harris and CFO Michael Smith, who will share their unique perspectives and experiences on how AI is revolutionizing the way finance teams operate. The webinar will explore everything that finance leaders need to know about finding, implementing, and maximizing their use of AI for growth.

Attendees will learn:

  • The current state of AI in finance.
  • Key differences between AI tools and their applications in financial contexts.
  • A 10-step guide for successfully implementing AI solutions.
  • How Sage Copilot is transforming financial processes Don't miss this opportunity to learn from industry leaders.

Register now to secure your spot!

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