Sage Intacct School Success Series

Every 3rd Wednesday of the month

For charter school finance teams

Join our monthly Sage Intacct User Group series, created exclusively for current Sage Intacct users in charter schools. These sessions are designed to help education finance professionals connect, collaborate, and elevate how they use Sage Intacct in their daily workflows.

What to expect

Our user groups are live, interactive discussions — not webinars. Each session will begin with 10-15 minutes dedicated to topics like leveraging AI, advanced reporting techniques in Sage Intacct, and streamlining monthly close across teams, driven by the topics and challenges most important to school finance teams. Attendees are encouraged to help lead the conversation, share insights, and learn from one another in a collaborative, informal setting. Bring your challenges and wins and join an open conversation with our Sage Intacct consultants and your peers—let’s explore ideas and solutions together.

Why join?

• Connect with peers facing similar challenges
• Swap best practices and real‑world solutions
• Discover new ways to use Sage Intacct more strategically
• Help shape each month’s agenda through your questions and experiences

Who should attend

• Sage Intacct users
• Charter school finance leaders
• Controllers, CFOs, business managers, accounting staff
• Anyone responsible for managing or enhancing Sage Intacct in an education setting

Important notes

• Sessions will not be recorded
  This encourages open conversation and a comfortable space for discussion.
• Not eligible for CPE credit
  These events focus on peer learning and collaborative problem‑solving.

Questions?

Contact Bianca Granado