Track 1 – Sage Intacct

Tuesday May 6
9:45 – 10:45 AM Unlocking the Power of Sage Intacct Reporting: Advanced Techniques
10:45 – 11:00 BREAK
11:00 – 12:00 Fixed Asset Management: A Game-Changer for Nonprofits*
1:40 – 2:40 Bank Feeds and Maximizing Bank Rules
2:50 – 3:50 Maximize Your Data Imports with Sage Intacct
3:50 – 4:05 BREAK
4:05 – 5:05 Understanding Dynamic Allocations in Sage Intacct: Best Practices and Tips*

Wednesday May 7
9:15 – 10:15 Optimizing Revenue Recognition Processes with Sage Intacct
10:25 – 11:25 Stay Up-to-Date with Sage Intacct: A Recap of Quarterly Releases*
11:35 – 12:35 Understanding Grants Tracking and Billing in Sage Intacct*

*This session is repeated in Track 5 – Greatest Hits

Session Descriptions

Unlocking the Power of Sage Intacct Reporting: Advanced Techniques

Tuesday May 6 9:45 – 10:45 AM

Ready to unlock the full potential of your Sage Intacct reporting skills? Join us for an enriching session designed to help you transform data into actionable insights that drive success. Building on your existing knowledge of Sage Intacct, we’ll help you take your reporting expertise to the next level. We’ll explore how to:

• Design dynamic dashboards that tell your organization’s story at a glance
• Customize reports that deliver exactly what your leadership needs, when they need it
• Create real-time visualizations that make complex data clear and compelling
• Build automated reporting workflows that save you valuable time
• Transform raw data into strategic insights that drive better decisions

We understand that effective reporting is about more than just numbers – it’s about empowering your organization to make confident, informed decisions. This hands-on session provides a supportive environment to experiment with advanced features while building on your existing expertise. You’ll walk away with practical techniques you can implement immediately to enhance your reporting impact.

Fixed Asset Management: A Game-Changer for Nonprofits*

Tuesday May 6 11:00 – 12:00

Join us for an enlightening exploration of Sage Intacct’s Fixed Assets solutions, where we’ll help you navigate both the Sage Intacct Fixed Assets Module (SFAM) and Sage Intacct General Ledger (SIG) with confidence. Whether you’re currently managing assets in SIG, considering implementing a fixed assets solution, or simply wanting to deepen your knowledge, we’ve created a welcoming learning environment for everyone. We’ll discover:

• The essential building blocks that drive accurate depreciation
• Streamlined ways to create and manage asset records
• Time-saving AP integration techniques
• Best practices for construction in progress (CIP)
• Smart strategies for posting depreciation

We understand that choosing and implementing the right fixed assets solution is crucial for your organization’s success. That’s why we’ll carefully walk through the key differences between SFAM and SIG, helping you identify which solution best fits your unique needs. This supportive session is perfect if you’re:

• Evaluating a transition from SIG to SFAM
• New to fixed assets management
• Looking to refresh your knowledge
• Exploring fixed assets solutions for the first time

Bank Feeds and Maximizing Bank Rules

Tuesday May 6 1:40 – 2:40

Transform your month-end reconciliation process from time-consuming to effortless! Join us for an enlightening session where you’ll discover how to harness the full power of Sage Intacct’s Cash Management features. Building on your existing knowledge of Cash Management, Bank Reconciliation, AP, and AR, we’ll help you take your efficiency to the next level. We’ll explore how to:

• Seamlessly connect your bank and credit card accounts
• Set up intelligent bank feeds that work for you
• Create time-saving bank rules that reduce manual entry
• Streamline your reconciliation workflow
• Accelerate your month-end close process

We understand that reconciliations and month-end closing can be stressful and time-intensive. That’s why we’ve designed this session to help you reclaim valuable hours while improving accuracy. You’ll leave with practical tools and confidence-building techniques that can immediately strengthen your financial processes and give you more time for strategic work.

Maximize Your Data Imports with Sage Intacct

Tuesday May 6 2:50 – 3:50

Master the art of effortless data management in Sage Intacct! Join us for an empowering session where we’ll help you transform time-consuming manual entry into smooth, automated imports. Building on your basic Sage Intacct knowledge, we’ll guide you step-by-step through techniques that will save you hours while improving accuracy. We’ll explore how to:

• Import master records with confidence and precision
• Streamline transactional data entry through automation
• Set up templates that make future imports a breeze
• Validate your data to ensure accuracy
• Troubleshoot common import challenges before they arise

We understand that managing large amounts of data can feel overwhelming. That’s why we’ve designed this supportive learning environment to help you build confidence in your import skills. You’ll walk away with practical techniques you can implement immediately to reduce manual entry, minimize errors, and free up your time for more strategic work.

Understanding Dynamic Allocations in Sage Intacct: Best Practices and Tips*

Tuesday May 6 4:05 – 5:05

Transform your allocation process from complex calculations to automated efficiency! Join us for an enlightening exploration of Dynamic Account Allocations in Sage Intacct, where we’ll help you master the art of intelligent distribution across dimensions. If you’re familiar with the basics of transaction and dynamic allocations, we’ll help you take that knowledge to the next level. We’ll discover how to:

• Automate your allocation process using the powerful “basis” calculation method
• Create smart templates that eliminate repetitive work
• Design recurring allocations that update automatically
• Transform manual distribution tasks into efficient automated processes
• Identify opportunities to save time in your current workflows

We understand that allocations can be one of the more challenging aspects of financial management. That’s why we’ve designed this session to break down complex concepts into practical, actionable steps. You’ll learn the key differences between:

• Transaction allocations (during entry)
• Dynamic allocations (post-entry distribution)

By the end of our time together, you’ll have the confidence to implement dynamic allocations that save hours of manual calculation while improving accuracy. We’ll explore real-world examples that you can adapt for your organization’s unique needs.

Optimizing Revenue Recognition Processes with Sage Intacct

Wednesday May 7 9:15 – 10:15

Join us for an insightful exploration of revenue recognition in Sage Intacct, where we’ll help you master this crucial financial process with confidence. Building on your experience with Accounts Receivable, Order Entry, or Project Billing, we’ll guide you through strategies that ensure both accuracy and compliance. We’ll discover how to:

• Navigate revenue recognition schedules with ease
• Choose the right recognition methods for your needs
• Properly defer and amortize revenue over time
• Align your processes with accounting standards
• Track the delivery of goods and services accurately

We understand that revenue recognition can be one of the more complex aspects of financial management, impacting everything from financial reporting to compliance. That’s why we’ve designed this session to break down these concepts into clear, practical steps. You’ll learn how to transform challenging recognition scenarios into streamlined, automated processes that you can trust.

By the end of our time together, you’ll have the knowledge and confidence to manage revenue recognition effectively, ensuring your organization’s financial reporting stays both accurate and compliant.

Stay Up-to-Date with Sage Intacct: A Recap of Quarterly Releases*

Wednesday May 7 10:25 – 11:25

Stay ahead of the curve with an exciting exploration of Sage Intacct’s latest innovations! Join us for an energizing session where we’ll uncover the newest features and enhancements that can transform your daily workflows. Building on your foundational knowledge, we’ll help you discover tools and improvements you can put to work immediately. We’ll explore:

• Game-changing new features that streamline your workday
• Smart enhancements that boost your reporting power
• Time-saving updates that automate routine tasks
• Performance improvements that help your system run at its best
• Innovative tools that solve real-world challenges

We understand how challenging it can be to keep up with software updates while managing your daily responsibilities. That’s why we’ve designed this session to help you quickly identify and implement the improvements that matter most to your organization. You’ll leave with practical insights about new features that can make an immediate impact on your efficiency and effectiveness.

Let’s ensure you’re getting the most value from your Sage Intacct investment by putting these latest innovations to work for you and your team.

Understanding Grants Tracking and Billing in Sage Intacct*

Wednesday May 7 11:35 – 12:35

Transform your grant management from complex to confidence-inspiring! Join us for an empowering session where we’ll help you master grant tracking and billing in Sage Intacct. Whether you’re new to grant management or looking to enhance your current processes, we’ve created a supportive environment to help you succeed in this crucial aspect of nonprofit finance. We’ll explore how to:

• Set up grants in ways that make tracking intuitive
• Monitor grant expenses with precision and ease
• Create clear, compliance-ready reports that tell your impact story
• Streamline your billing processes to maintain steady funding
• Build stronger relationships with your grant providers

We understand that effective grant management is vital to your organization’s mission and sustainability. That’s why we’ve designed this session to help you:

• Maintain impeccable compliance
• Maximize your funding potential
• Save valuable time on administrative tasks
• Generate the insights funders want to see
• Track your impact with confidence

You’ll leave with practical tools and techniques you can implement immediately to strengthen your grant management processes, allowing you to focus more energy on your mission and less on administrative complexities.