Sage Intacct User Summit

Unlock practical skills and strategies to get more value from Sage Intacct. Join LBMC Technology Solutions for a full day of hands-on Sage Intacct training, real-world automation strategies, and financial management best practices designed to help finance teams work faster, gain deeper insights, and scale with confidence.

Nashville, TN – Sage Intacct User Summit

Location: Nashville Opera House – Noah Liff Opera Center
3622 Redmon St, Nashville, TN

Date: July 21, 2026

Doors Open: 8:00 AM

Who Should Attend

Finance leaders and accounting teams who want to improve reporting, automation, and financial visibility with Sage Intacct, including:

  • CFOs and finance leaders
  • Controllers and accounting managers
  • Sage Intacct administrators and power users
  • Finance and operations leaders
  • Accounting teams seeking process automation and better reporting

Why Attend the LBMC Sage Intacct User Summit?

  • Expert-led training – Learn from Sage Intacct consultants and implementation specialists who work with finance teams every day to optimize reporting, automation, and financial workflows.
  • Real-world automation strategies – See how organizations are reducing manual work through automated approvals, integrations, and streamlined financial processes.
  • Sage Intacct reporting & dashboard insights – Discover best practices for building dashboards, dimensional reporting, and real-time financial visibility for leadership teams.
  • Financial close & process efficiency – Learn practical techniques leveraging AI can help to accelerate month-end close, improve accuracy, and reduce errors.
  • Peer networking – Connect with other Sage Intacct users Sage Marketplace vendors and finance leaders to share lessons learned, best practices, and optimization strategies.

Event Schedule at a Glance

This one day event will include expert-led sessions, live demonstrations, and practical financial management strategies.
Breakfast and lunch will be provided for all attendees.

Morning – Keynotes, product updates, and strategies for maximizing your Sage Intacct investment

Midday Tracks – Focused sessions on financial reporting, automation, integrations, and operational visibility

Afternoon – Advanced Sage Intacct tips, real-world customer use cases, and practical workflow optimization sessions

Wrap-Up 

Featured Sage Intacct Training & Topics

  • Sage Intacct Financial Management – Dimensional reporting strategies, multi-entity visibility, financial consolidations, dashboards, and real-time reporting.
  • Automation & Workflow Optimization – Streamline approvals, automate recurring tasks, and eliminate manual processes across AP, close management, and reporting.
  • Financial Visibility for Leadership – Build dashboards and reports that provide clear insights for executives, investors, and operational leaders.
  • Integrations & Ecosystem Strategy – Best practices for integrating Sage Intacct with AP automation, expense management, CRM systems, and operational platforms.
  • Advanced Tips for Sage Intacct Users – Hidden features, configuration improvements, and system optimization strategies many teams overlook.

Who These Sage Intacct User Summits Are For

  • Finance leaders and CFOs seeking better financial visibility
  • Controllers and accounting managers optimizing financial processes
  • Accounting teams using or considering Sage Intacct
  • Operations leaders improving financial reporting and forecasting
  • Organizations looking to automate financial workflows

Frequently Asked Questions

Is this event technical or business-focused?  Both. Sessions focus on practical accounting workflows, financial reporting, and system optimization, with examples that both finance and technical teams can apply.

Do I need prior Sage Intacct experience?  No. Sessions range from foundational concepts to advanced optimization strategies.

Can I bring my team?  Absolutely. Many organizations attend with their finance and operations teams to align on reporting, automation, and system improvements.

Will I receive session materials?  Yes. Registered attendees receive slides, checklists, and Sage Intacct best practice resources.

Register Now

Seats are limited to keep the event interactive and practical.

Reserve your spot for the Sage Intacct User Summit in Nashville.

Nashville, TN – July 21, 2026

Information Regarding CPE Credit:

Learning Objectives:

  • Learn Fundamentals of Dashboards and Reporting
  • Review AP Hot Topics, Setting UP Approvals and Processes
  • Learn how to create a custom reports with the financial report writer
  • Learn Tips and Tricks to integrate with bank feeds

CPE CREDITS: 4 Information Technology Credit

PREREQUISITES: None

KNOWLEDGE LEVEL: Basic

ADVANCED PREPARATION: None

DELIVERY METHOD: In-Person

ATTENDANCE FEES: $199

LBMC Technology Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. NASBA REG #: 139295

In order to receive CPE credit you must stay for the entire session and respond to all questions asked (virtual event only) to receive the CPE credit.

Important Note: Unfortunately, CPE credits will not be awarded should technical difficulties arise. Additionally, we are prohibited from awarding CPE credits to those participants who do not satisfy the attendance and participation requirements listed above.

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