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Sage Intacct Webinars

Chief Cloud Officer: Helping SMB finance leaders evolve

David Cieslak has a front row seat to the way finance leaders are shifting their focus. As Chief Cloud Officer at RKL eSolutions, David has helped hundreds of companies grow through ERP, AP Automation, and other critical business process enhancements.

In addition to guiding CFOs and controllers on how to leverage the cloud and become more strategic, David frequently offers advice on re-thinking the way organizations operate and respond to risk.

Join David and host Ed Kless as they discuss what it means to be a Chief Cloud Officer, review how automation is revolutionizing the finance function, and why a new generation of leaders is shaping stakeholder management.

Date: December 17, 2024, at 11:00 a.m. PT

The next generation of SaaS forecasting

Date: December 3, 2024
Time: 11:00 a.m. PT

Want to learn how to transform your SaaS financial planning for better decision-making and operational growth? Join David Appel, Global Head of SaaS at Sage, as he leads an insightful discussion on optimizing SaaS forecasting and budgeting processes. This webinar features real-world success stories from Sunny Wu, VP of Finance at LogiSense, this webinar will explore how LogiSense transitioned from manual Excel-based forecasting to SIP, reducing their budgeting cycle by 75% and improving their gross margin by 45%.

You'll gain practical insights into SaaS metrics like ARR growth, customer retention, and CAC ratio, while learning how to streamline forecasting, automate budgeting, and enhance collaboration across teams. A Sage solution consultant will also showcase a live demonstration of SIP, highlighting key features like scenario planning and data-driven decision-making. Whether you're looking to refine your forecasting model or improve operational efficiency, this session will provide actionable takeaways to help your SaaS business thrive.

Key takeaways:

  • Best practices for SaaS forecasting and revenue modeling
  • How automated tools can accelerate budgeting and improve financial outcomes
  • Real-world example of LogiSense's success using Sage Intacct Planning
  • Demo of Sage Intacct Planning's key features and capabilities

Growing your funding with automated grant management

Date: December 4, 2024
Time: 11:00 a.m. PT

Unlock the potential for increased funding with streamlined grant management. In this insightful live webinar, learn how Sage Intacct can help organizations efficiently track, report, and manage grant awards through automation. Currently, 60% of nonprofits report challenges in meeting grantor compliance requirements, while 68% face delays in funding due to outdated management processes. Our session will cover trends in giving, best practices for compliance, and showcase the seamless integration of automated tools that enhance reporting accuracy and expedite funding reimbursement.

Why AI should be built on trust

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

AI is revolutionizing the way the accounting industry works. It is elevating human performance by taking on the burden of repetitive but required tasks, and by accelerating analysis. But accounting is based on trust, so, companies must be totally sure that AI works accurately before they can use it to its full potential. Join us for an insightful session where David Dickson, SVP, Technical Fellow – Sage AI at Sage, shares the real reasons trust is so important. Dave will examine case studies of unintended outcomes and provide principles and guidelines for companies to follow to build trust in their products.

Learning objectives:

  • Identify the relationship between AI and trust in your technology vendors.
  • Recognize the importance of trust in 2024 and its impact on AI solutions.
  • Describe the four layers of trust and key compliance and regulation requirements in AI solutions.
  • Give examples of trusted AI finance solutions currently available in the market.

Streamline Financial Ops for Maximum Profitability

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

Transitioning to a modern property management system can seem daunting, but its advantages are invaluable. By streamlining operations with Sage Intacct Real Estate, businesses retain skilled staff, ensure constant access to financials through a cloud-based system, automate complex calculations, and maximize ROI. This flexible system handles intricate lease agreements with ease, offering functionality tailored to the real estate industry's needs.

Navigating 2025: Healthcare finance leaders' top priorities, predictions, and strategic plans

Date: Tuesday, January 7, 2025
Time: 11:00 a.m. PT

Healthcare finance leaders are playing an increasing role in strategic planning at their organizations—and with persistent challenges in efficiency, denials, revenue growth and meeting patients' evolving expectations, there are many competing priorities to consider as they work closely with the C-suite and shape 2025 initiatives.

In this interactive discussion, a panel of healthcare finance and revenue cycle leaders will discuss the challenges and opportunities they foresee in 2025 and how those predictions are informing priorities and strategic plans for the year ahead. They'll share how they're balancing short- and long-term financial demands; the outcomes they're aiming for; and the initiatives, best practices, and tools they expect will help them get there.

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