- Date
- Location
Big city. Big year.
Get ready to hear what’s new, what’s coming, and gain insight and inspiration to help you transform your business forward.
Attend the Sage Transform 2024 event for breakout sessions, panel discussions, hands-on labs, and much more.
Join in on these informative sessions being presented by CLA professionals:
Tuesday, February 27 | 3 – 4 p.m.
CLA speaker: Ted May
Join this insightful session as we unravel the complexities of effective planning and budgeting and introduce you to Sage Intacct Planning (SIP), a dedicated cloud planning solution. We’ll guide you through a live demo, showcasing the seamless integration, speed, and precision that SIP brings to your planning process. Say goodbye to the slow, frustrating spreadsheet experience and embrace a future of dynamic, collaborative, and accurate financial planning and budgeting. Through this session, you'll discover the ease of getting started with SIP, explore its key features, and unlock the potential to drive your business success through smarter, more agile planning.
Tuesday, February 27 | 4:30 – 5:30 p.m.
CLA speaker: Katherine Jastrzebski
Join us for an engaging session as we unveil the story behind building a custom platform application for a specific client. Discover how we navigated challenges, assessed feasibility, and brought the application to life through Sage Intacct Platform Services. This walkthrough will demystify the development process, spotlight essential components, and showcase real-world success stories.
Tuesday, February 27 | 7:10 – 7:30 p.m.
CLA speaker: Dimitris Antonakakis
In this session, we will showcase a prepared ICRW for Contracts package by CLA. This session will be presented again on Thursday, February 29.
Wednesday, February 28 | 11:30 a.m. – 12:30 p.m.
CLA speakers: Troy Stoneberger, Malcolm Coate
In this session, you'll learn options to effectively manage endowments, investments, and restrictions within Sage Intacct.
Wednesday, February 28 | 3 – 4 p.m.
CLA speaker: Keven Truhler
Financial data is an asset that must be protected. Learn strategies to guard against fraud and manage risk in this era of heightened cyber threats.
Wednesday, February 28 | 4:30 – 5:30 p.m.
CLA speaker: Dimitris Antonakakis
Take your financial reporting to new heights as we get into the world of advanced reporting, where financial data seamlessly merges with operational leverage. In this engaging session, we're showcasing a live interview with a client, so you can hear exactly how advanced reporting tools not only enhance financial insights but also unleash operational efficiencies. Hear firsthand experiences of leveraging advanced reporting for strategic decision-making. Join us to glean practical insights, revolutionize your approach to business problem solving, and witness the transformative impact of advanced reporting in gaining a competitive advantage.
Wednesday, February 28 | 4:30 – 5:30 p.m.
CLA speaker: Ted May
In this session, you'll get a closer look at the strategic impact of leveraging statistical accounts for precision in your planning and budgeting processes and learn how to harness the potential of salary and wages data to project revenue with unparalleled accuracy. By applying these advanced modeling techniques, you'll be empowered to make more informed decisions, achieve better financial visibility, and enhance agility in responding to ever-changing market conditions.
Thursday, February 29 | 8:30 – 9:30 a.m.
CLA speakers: Debbie Gilmore, Matt Andersen
Discover the automation capabilities of Sage Intacct Projects for billing and revenue recognition. We'll take you through some recent enhancements, including the integration of charge card transactions and employee expenses for streamlined billing and coding processes.
Thursday, February 29 | 11:30 a.m. – 12:30 p.m.
CLA speakers: Debbie Gilmore, Salaad Nur
Harness the combined power of Contracts and Projects subscriptions to tailor workflows that precisely fit your company's needs. This session will cover how to streamline workflow activities from initiation to completion, simplifying billing and revenue recognition with these use cases: Fixed Fee, Time and Material Projects, Different Billing Methods, and Various Revenue Recognition Approaches via Projects.
Thursday, February 29 | 11:30 a.m. – 12:30 p.m.
CLA speakers: Matt Andersen, Malcolm Coate
Why wait until month end to analyze your data? In this session you will learn about the tools available to look at transactions in real time, as you enter them. Explore how to verify that folks are following the rules when transactions are created versus waiting until the tedious and time-consuming month-end process of analyzing collective data. Reduce the time spent on month-end by checking transactions in real time.
Thursday, February 29 | 3:15 – 4:15 p.m.
CLA speaker: Ted May
Join us for an in-depth exploration of how Mary’s Center and CLA drove impactful change with Sage Intacct Planning. Learn about the collaborative efforts between Mary’s Center, a nonprofit community health center, and CLA — uncovering strategies to seamlessly integrate Sage Intacct Planning into their budget and planning processes. Gain practical insights into the transformative effect on decision-making and process optimization, offering a blueprint for those seeking to enhance their own FP&A capabilities.
Thursday, February 29 | 3:15 – 4:15 p.m.
CLA speaker: Ashley Hunt
Let your creativity shine as you immerse yourself in the art of designing impactful Sage Intacct dashboards. Not all dashboards are created equal, and they shouldn't be. This session invites you to understand your audience, determining the most suitable dashboard type — be it functional, operational, or analytical. Gain valuable insights on selecting the right dashboard, enhancing components and visualizations, and weaving a data-driven narrative. Empower yourself to make well-informed decisions through compelling dashboards.