Join LBMC Technology Solutions for the inaugural LBMC Sage Summit, a day-long workshop exclusively for LBMC clients and partners to learn, engage and advance their Sage Intacct use and skills. There will be a series of classes and hands-on workshop sessions for both technical users and executive management. Taking place in Nashville, Tenn And Knoxville, Tenn in 2025, these workshops are designed to help clients and partners extend their Sage use and knowledge, take advantage of new release information and developments while engaging in our active Sage Intacct community.
Pricing – $199
2nd Attendee 50% off – $99
Share your story: Share your story with LBMC and get a $50 discount!
Who it’s for: All Sage Intacct users and management of finance teams using (or considering) Sage Intacct.
Why attend: Join the active LBMC Sage Intacct user community to gain insights and perspectives and expand your knowledge, in a one-day hands-on workshop.
Agenda At A Glance
| 8:00am - 8:30am | Breakfast / Networking | Breakfast / Networking |
| 8:45am - 9:35am | Welcome Presentation Kick Off by LBMC Sage - Building your Future with Sage | Welcome Presentation Kick Off by LBMC Sage - Building your Future with Sage |
| 9:45am - 10:35am | Technical - Dynamic Allocations | Training - Tips and Tricks to integrating with your Bank/Bank Reconciliations |
| 10:45am - 11:35am | Technical - Building out Dashboards and KPIs | Training - Charge Card Reconciliations |
| 11:45am - 12:30pm | Lunch | Lunch |
| 12:30pm - 1:00pm | Sponsor Presentations | Sponsor Presentations |
| 1:00pm - 1:50pm | Technical - Creating Smart Rules & Events | Training - AP Hot Topics - Payments by Mineral Tree, Vendor Approvals, GL Recon to Subledger |
| 2:00pm - 2:50pm | Technical - ICRW Report Training | Training - How to Setup Approval Processes for GL, AP, and PO |
| 3:00pm - 4:00pm | What is new is 2025 R4, Stump the Sage Experts, Closing | What is new is 2025 R4, Stump the Sage Experts, Closing |
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.