Webinars & Upcoming Events

IT Disaster Recovery Plan Webinar Series

Imagine if a trusted employee suddenly becomes the source of a devastating cyber-attack. What if a cybercriminal, posing as a familiar contact, tricks your team into divulging sensitive information? These scenarios highlight the urgent need for a robust disaster recovery strategy.

IT disaster recovery methods and requirements have evolved, and we want to help you stay prepared to protect your business. Join LBMC Technology Solutions’ IT Disaster Recovery Plan webinar series, held quarterly throughout 2025. This series is designed for CIOs, CTOs, and IT leaders like you, committed to protecting their organizations from evolving threats.

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August 19th: GP Office Hours: Microsoft Copilot Studio & The Future of Accounting Systems

Artificial Intelligence is revolutionizing the way businesses manage their finances. Microsoft Copilot Studio is at the forefront of this transformation, offering AI-driven automation and intelligent assistants that streamline workflows, enhance decision-making, and reduce manual effort. But what does this mean for the future of accounting systems?

Join us for this forward-thinking webinar where we’ll explore how AI and automation are reshaping accounting and financial management, and how Copilot Studio can help businesses stay ahead of the curve.

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August 20th: Sage Intacct R3 Release and Hot Topics: Trial Balance – The Foundation for Custom Financial Reports

What is your strategy for developing a custom financial report? How do you troubleshoot an inaccurate custom financial report? Mark’s presentation will focus on the foundation for developing and troubleshooting custom financial reports – the trial balance. Intacct’s standard trial balance reports are good, and will likely meet the needs of most users, but don’t forget that the financial report writer is available if you need to customize the trial balance report.

Learning Objectives:

• Compare the standard trial balances that are available out-of-the-box
• Review seven simple building blocks for a customized trial balance
• Understand the importance of a “manual” retained earnings account
• Learn how to create a custom trial balance with the financial report writer

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September 16th: GP Office Hours: GP Power Tools – Developer Tool Overview

This session will show how GP Power Tools can be used to address the issues every Dynamics GP Administrator faces on a regular basis. We will demonstrate how GP Power Tools will make life simpler, by easily solving pain points and enhancing the user experience. Come see how managing user licenses and user security can be accomplished with ease, how to ensure your system is optimized and avoid upgrade issues.

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September 22-23: LBMC Cybersecurity & LBMC Technology Solutions at InfoSec Nashville 2025

We’re proud to be a Platinum Sponsor alongside LBMC Cybersecurity for ​InfoSec Nashville 2025​, the region’s premier cybersecurity event! Hosted by the​ ISSA Middle Tennessee Chapter​, this conference brings together top professionals and thought leaders to tackle today’s most pressing cyber challenges. Join us September 22–23 as we help advance the conversation on data protection and threat defense.

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October 14th & 28th: Sage Intacct User Summit, Knoxville & Nashville

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.

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October 21st: GP Office Hours: Unlocking Growth:  Why Now is the Time for GP Users to Make the Switch to Sage Intacct

This webinar will highlight the key advantages of transitioning from Microsoft GP to Sage Intacct, focusing on enhanced financial management, scalability, and advanced reporting features. Learn how Sage Intacct’s cloud-based solution can streamline processes, in-crease efficiency, and better support your evolving business needs. Join us to discover how this switch can unlock new growth opportunities and improve your bottom line.

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November 18th: GP Office Hours: GP Power Tools – Administrative Features

What kind of customizations are possible with GP Power Tools?

We will show examples of what can be done in Dynamics GP Power Tools Development Tool and how easy it is to install, update and maintain those customizations.

We will also show how easy it is to create a customization for testing purposes, or for a single company and/or user.

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Not Your Father’s Construction ERP

Would you benefit from more visibility into financial and operational metrics to make timely decisions for budgets, job progress, staffing, subcontractors, and more? Then you don’t want to miss this online event on leveraging the technology available in cloud-based Construction ERP. Featuring panel discussion with Linda Pinion, Sage and Stacy Schuettler, CEO LBMC Technology Solutions.

In this webinar, we’ll cover:

• Operational metrics to guide you through planning and forecasting.
• Intelligent GL and how it uses AI and machine learning to identify anomalies in your financial transactions.
• Time and money savings through AP automation
• Comprehensive job cost tracking and billing, automated revenue recognition, integrated payroll and more.

Bringing AI to Life in the Nonprofit Finance Office

Artificial Intelligence is transforming nonprofit financial management. As a nonprofit finance leader, understand how AI can help your team streamline routine administrative tasks (like data entry and reconciliations) and allow more time to be spent on mission-focused strategic planning and activities. In this session, you’ll:

• Learn how to leverage technology to bring the AI advantage into your finance office operations.
• See examples of how one software publisher, Sage Intacct, is enhancing its cloud-based accounting solution for nonprofits with AI and Machine Learning.
• Understand the abilities of ChatGPT and what it brings to today’s nonprofit finance operations.

Presented by Katie McCloskey, CPA – Sage Intacct, Product Management Director

Journey to the Cloud – The Secret Sauce is Change Management

Are you an organizational leader about to embark on your journey to the Cloud? Then you won’t want to miss the next Journey to the Cloud webinar ‘The Secret Sauce is Change Management.’ During the webinar, we’ll give you tips on how Change Management leads to: improved communication; increased productivity; reduced stress; better decision making, team morale; and a more positive work environment. If you are creating a road map to move to the cloud, you’ll want to consider the following: How can you maximize user adoption? How do you optimize benefits realization (quickly attaining return on investment)? Who are the team members that play a key role in a successful transformation? Is there a model for successful change? We’ll answer these questions and more as well as bring in our ERP Cloud solutions D365 Business Central, and Sage Intacct experts to comment on how change management can impact implementations.

3 Critical Elements of a Cybersecurity Strategy

33 BILLION account breaches are estimated to take place by the end of 2023. Do we have your attention yet? As a business leader, you understand the critical importance of protecting your business from cyberthreats. Join our webinar to learn all about cybersecurity, risk assessments, cybersecurity insurance and how these are all driving security in business today. We’ve assembled a panel of experts, including; Sandy Hall, President of Bailey Special Risks Van Steel, Shareholder at LBMC Risk Services Tim Morton, Virtual Chief Information Officer at LBMC Technology Solutions Our panel of experts will discuss:

• What is cybersecurity insurance and why is it important?
• New risks and attacks that have risen from the rise in remote work
• The evolution of threats to your business in the past few years.
• How has cybersecurity insurance affected security in business?

Ransomware Unmasked: Attack and Survivor Story

In this exclusive, eye-opening event, you’ll learn the haunting realities of ransomware while hearing the compelling story of a real victim who experienced the devastating impact firsthand. Our experts will unravel the layers of ransomware threats, providing a comprehensive overview of how these attacks unfold and the tactics cybercriminals employ to hold data hostage. Witness a live demonstration that unveils the anatomy of a ransomware assault, offering invaluable insights into its mechanisms and potential vulnerabilities. Gain firsthand knowledge from a brave individual who navigated the turbulent waters of a ransomware attack. Hear their account, detailing the emotional and operational challenges faced during and after the attack. Understand the pivotal moments, decisions made, and the steps taken to recover from such a disruptive cyber incident.

Top 10 Must Know on the Next Gen Marketing Platform

Join us for a webinar to discuss Microsoft’s real-time marketing platform. Dynamics 365 Customer Insights – Journeys introduces a more customer-centric and data-driven approach to marketing, ultimately leading to better customer segmentation and engagement as well as more effective marketing campaigns and sales wins. Our experts want to help you understand how having the proper technology in one solution will help you solve many challenges. Topics will include: • New Real-Time Marketing Capabilities and Marketing Journey Interface • Data Integration, Quality and Enrichment for Accurate Reporting • Analytics and Insights

Revolutionizing Sales With Copilot

Today’s sellers face higher expectations for success—you need to support more customers and accounts by spending less time on mundane tasks. With next-generation AI, invaluable sales assistance is available when and where you need it.

Agenda:

• Introduction to Copilot and its Sales Optimization Features
• Imagine How Copilot Can Transform Your Sales Processes
• Live Demo: Navigating the Copilot Interface for Maximum Impact
• Q&A Session In this insightful webinar, viewers will gain valuable insights into leveraging Copilot to enhance your sales processes.

Discover how Sales Copilot’s intelligent features can save you time, identify new opportunities, and ultimately increase close rates. Whether you’re a seasoned sales professional or new to the field, this webinar is designed to provide actionable tips for taking advantage of this game-changing technology.

Supercharge Efficiency with RPA and Power Automate

Imagine a world where your team no longer spends hours on repetitive tasks, but instead focuses on strategic initiatives that drive your business forward. Join our webinar to explore the transformative power of Robotic Process Automation (RPA) combined with Microsoft Power Automate. In this session, you’ll discover how RPA can streamline your business processes, automate routine tasks, and eliminate errors. Whether you’re an IT professional, business analyst, or process automation enthusiast – this webinar is tailored for you.

We’ll cover:

• Introduction to RPA: Understand what RPA is and how it can revolutionize your workflows. Picture your team effortlessly handling tasks that once took hours.
• Power Automate for Desktop: Learn how to create and scale both attended and unattended automations. Imagine the satisfaction of watching your processes run smoothly without constant oversight.
• Real-world Use Cases: See RPA in action, including Excel document manipulation for end-to-end invoice processing. Visualize the relief of error-free, automated invoice handling.