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Wipfli to Present at Five Sage Intacct Advantage Sessions

Wipfli to Present at Five Sage Intacct Advantage Sessions

As we discussed in our last blog post, Sage Intacct Advantage is heading to Nashville, TN and is expected to be their largest annual conference ever, featuring leading experts in the ERP world, innovators and thought leaders, and a ton of learning. From October 22-26, attendees will learn more about the product and how to maximize the return on investment. We are pleased to announce that we will be presenting at this event.

Wipfli Presenting Insights at Sage Intacct Advantage

 

 

ADMIN-130 – Expand Reporting and Tracking with Custom Fields and Custom Reports

Expand Reporting and Tracking with Custom Fields and Custom Reports

Time

Wednesday, Oct 24, 3:00 PM – 04:00 PM

Presenter

Event Description

Custom fields and custom reports let you expand reporting and tracking within Sage Intacct. Learn when to create custom fields and where to show on pages. Find out how easy it is to include custom fields on custom reports and when to use custom reports vs. financial reports. See a demo of building a custom report from start to finish. Learn more here>>>

NFP-110 – A Year into Sage Intacct: A Look Back on Going Live in 4 Months with 2 Major Integrations

A Year into Sage Intacct: A Look Back on Going Live in 4 Months with 2 Major Integrations

Time

Friday, Oct 26, 9:45 AM – 10:45 AM

Presenters

Event Description

Eagle Hill School chose Sage Intacct, and also had to integrate with existing customer data on another system, stand up a new student spending account system, and allow parents to interact with a customer-friendly billing system. With less than 4 months until the start of school, they made the decision to go live before students arrived in September. They will reflect on what they learned and what they would do differently, but they’ve never looked back. Choosing Sage Intacct as an open platform was critical to their success. Learn More

NFP-150 – Putting Nonprofit Advanced Allocations Options in Focus

Putting Nonprofit Advanced Allocations Options in Focus

Time

Thursday, October 25, 1:45 PM – 02:45 PM

Presenters

Event Description

Nonprofits often have allocation needs that step beyond the basic line allocation and into more sophisticated realm. In this session, get a fast-track view of the latest and greatest Advanced Allocation add-in options available to add automation around allocation entries. Marketplace partners Wipfli and AcctTwo will each present their solutions and highlight customer successes. Whether you need operational allocations, allocations back to funding sources, or an analysis of basis alternatives, Sage Intacct and partners have tools to help. Learn More.

NFP-170 – Nonprofit Budgeting Tools Showdown

Nonprofit Budgeting Tools Showdown

Time

Wednesday, October 24, 3:00 PM – 04:00 PM

Presenters

Event Description

Budget sits front and center in almost every nonprofit organization, and preparing budgets falls way outside the list of one-size-fits-all tasks. Sage Intacct’s best of breed philosophy allows you to step beyond Excel and find the integrated budgeting tool that best fits your organization. See the most commonly used nonprofit budgeting solutions in a quick compare format between budget solution partners – Bill Cox with Martus Tools, Eran Palmon with Budgeta, Ethan Carlson on Adaptive Insights, and Wipfli’s Brian Dietz on Host Analytics. Vet out what level of Budget Planning product makes sense for your organization. Learn More >>>

PROJ-280 – Indirect Project Costing and Billing from Beginning to End

Wipfli Presenting Indirect Project Costing and Billing from Beginning to End

Time

Thursday, October 25, 3:00 PM – 04:00 PM

Presenters

Event Description

Indirect cost management is a critical ingredient to success for many project-based organizations. In this session, you will learn how to leverage Intacct to track, analyze, and bill for indirect cost. Examples of successful implementations will be reviewed as we discuss all aspects of the indirect costing process starting with the employee entering time and expense through payroll, billing, and reporting. Learn More>>>

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