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Sage Intacct Webinars

The Rise of AI in Modern Finance

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.

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

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.

From Chaos to Clarity: Simplifying Finance for SaaS Success

Date: February 19, 2025
Time: 10:00 a.m. PT

In today's rapidly evolving SaaS landscape, achieving scalable growth requires more than just a winning product—it demands a robust, integrated financial operations (FinOps) strategy. Join us for this insightful webinar as we explore how to simplify complex revenue streams, automate manual processes, and consolidate financial systems into a unified platform.

Discover how leading organizations leverage modular FinOps infrastructure to support growth from startup to IPO, ensuring compliance, operational efficiency, and accurate forecasting. Learn best practices to reduce manual reconciliations, eliminate integration bottlenecks, and enable seamless collaboration across sales, finance, and operations.

This session is designed for finance and operations leaders looking to optimize cash flow, enhance profitability, and prepare for international expansion while maintaining agility in an ever-changing market. Equip your team with the tools and insights needed to forecast with confidence, scale with ease, and lead your SaaS business to new heights.

Key takeaways include:

  • Simplifying revenue recognition and billing complexities.
  • Forecasting cash flow and profitability with precision.
  • Building a scalable FinOps infrastructure to support global growth.
  • Ensuring SOX compliance and seamless integration across systems.

Don't miss this opportunity to gain actionable insights and hear real-world examples from industry experts.

Mission Synergy: Aligning Finance and Fundraising for Greater Impact

Date: February 19, 2025
Time: 11:00 a.m. PT

In a recent survey, nonprofit leaders shared that "inefficiencies and delays due to multiple, disparate systems" is one of their biggest challenges. If this is your reality, then this webinar is for you. Attend this webinar and learn how connecting finance and fundraising will enable you to drive greater efficiency, insight, and impact for your organization.

In this webinar, you will:

  • Learn how to eliminate manual tasks and data discrepancies
  • Gain a 360-degree view of your nonprofit financial health
  • Hear how Brevard Zoo transformed their organization with Finance and Fundraising synergy
  • Walk away with new ways to unleash your nonprofit's potential

Speaker: Natalie Anderson, Senior Nonprofit Industry Marketing Manager

Forecasting Your Mission with Automated Nonprofit Budgeting and Planning

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

For many small nonprofits, Excel is the preferred choice for managing the budgeting and planning process. Unfortunately, virtually every growing nonprofit soon realizes that the simplicity of Excel is soon overtaken by the limitations that emerge. Perhaps your organization has already run up against some of these barriers: tedious manual processes, formula errors, and inadequate security to name a few.

Join us to:

  • Gain insights into the budgeting and planning challenges nonprofit finance teams are facing
  • Learn how to enhance every step of the Financial Planning & Analysis (FP&A) lifecycle
  • Discover solutions to your biggest budgeting and planning headaches
  • Hear how automation helped FoodCorps and Hope Human Services achieve a 50%+ faster budgeting process

See a live demo of Sage Intacct Planning

The Intersection of AI and Finance

Date: March 11, 2025
Time: 11:00 a.m. PT

Join us for an insightful discussion on the transformative impact of AI on the accounting and finance profession. Our expert panel, including Blake Oliver, Stephan Kramer and Jeremiah Edwards, will delve into the real-world applications, challenges, and opportunities presented by this rapidly evolving technology.

Discover how AI is reshaping roles, enhancing decision making, and driving innovation in the industry. Don't miss this chance to gain valuable insights from industry leaders and stay ahead of the AI curve!

CFO Masterclass: Key Strategies for Success

Date: March 25, 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.

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