Webinars & Upcoming Events

July 9th (12 PM Central): Managing Multiple Healthcare Facilities

Whether you are a multi-entity physician/dental practice or a senior living community, your growing business needs an industrial strength financial system with an industrial strength foundation. Our underlying financial structure governs the performance, scalability, accuracy, compliance and security of the system. Sage Intacct’s modern multi-everything system combines ease of use with enterprise class power.

Objectives:

• Understanding the multi-everything concepts of Entities, Locations, Books, Currency and Ledger.
• Configuring versus customizing your healthcare solution.
• Digging into multi-dimensional reporting and dimension structures.
• Learn about multi-scenario financials using financial and operational data for analysis.

CPE Credit Available

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August 7th (11 AM Central): Supercharge Efficiency with RPA and Power Automate

In this session, you’ll discover how RPA streamlines business processes, automates routine tasks and eliminates 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.
• Power Automate for Desktop: Learn how to create and scale both attended and unattended automations.
• Real-world Use Cases: See RPA in action.

Don’t miss this opportunity to boost productivity, reduce manual effort and empower your team with cutting-edge automation tools. Reserve your spot now!

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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.

Discover the Power of Low-Code Apps – Session 3: How to Build an App in Less Than 30 Minutes

The manufacturing, distribution and professional services industries today can often be troubled with manually interpreting large amounts of data. This involves tedious and complicated procedures. It also increases the likelihood of human error. Advanced technology Microsoft Power Platform and Low-Code Apps were created to present a category of high-class products and services which build innovative yet simple solutions that help teams of all skill levels to visualize data and automate business processes. Join us for part 3 of this informative series in which you will learn how to fill in the gaps in process by: Developing custom and flexible line-of-business solutions Driving innovation and efficiency across your organization Integrating existing systems and data

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.