2026 Sage Intacct Webinar Series
From everyday accounting tasks to managing finances across the globe, Sage Intacct makes it simple to keep your business running smoothly.
Join our series of complimentary webinars to see what’s new, discover powerful tools and features, and have your questions answered by leading industry professionals. We’ll walk through real-world examples, share insider tips, and give you ideas you can put to use right away to make your work faster and more efficient.
2026 Sessions
To see individual session learning objectives, please visit each session page.
1.0 Credit Computer Software & Applications
Join us for an enlightening webinar aimed at empowering you to fully leverage the capabilities of financial reporting in Sage Intacct. Whether you’re an experienced user or new to the platform, this session offers valuable tips and strategies to enhance your financial reporting skills.
Learning objectives: At the end of this session, you’ll be able to:
- Recall how to enable the accuracy of account groups and verify all general ledger accounts are included
- Review and reconcile with the trial balance
- Identify recommendations for account groups and apply dimension filters effectively
1.0 Credit Computer Software & Applications
Unlock the potential of bank feeds in Sage Intacct to streamline your reconciliation processes and improve accuracy. Join our webinar to learn how to set up bank feeds and leverage them to transform your month-end procedures.
Learning objectives: At the end of this session, you’ll be able to:
• Recognize the steps for setting up a bank feed, including responsible parties and troubleshooting tips
• Identify alternative third-party vendors if Plaid is not supported by your bank
• Explain common bank feed issues, including matching rule problems, and learn how to create effective rules
1.0 Credit Computer Software & Applications
Keeping up with Intacct’s releases can be a big task, especially if there’s multiple enhancements you’re interested in. Join us as we take an hour to review release enhancements from 2026 R1.
Learning objectives: At the end of this session, you’ll be able to:
- Explain the features enhancements from Sage Intacct’s 2026 R1 release
- Recall which enhancements are pertinent to your day-to-day tasks
1.0 Credit Computer Software & Applications
Join us for an in-depth webinar designed to help you master the enhancements made within Time and Expenses in Sage Intacct. Whether you’re dealing with multiple entities or complex financial structures, this session provides tools and knowledge to streamline your consolidation processes.
Learning objectives: At the end of this session, you’ll be able to:
- Recognize the key differences between time and expense
- Review recommended practices for automating processes to save time and reduce errors
- Identify how to generate reports for better decision making
1.0 Credit Computer Software & Applications
Join us for an insightful webinar where we explore the differences between traditional fund accounting and net asset accounting within Sage Intacct.
Learning objectives: At the end of this session, you’ll be able to:
- Recall the principles and practices of fund accounting, including different methods of how funds are tracked and reported separately to enable compliance with donor restrictions and organizational policies
- Discuss how Sage Intacct supports both traditional fund accounting and net asset accounting, offering robust tools and functionalities to manage finances effectively
- Identify real-world examples illustrating the practical application of these accounting methods in Sage Intacct
1.0 Credit Computer Software & Applications
Staying updated with Intacct’s releases can be daunting, especially with multiple enhancements to explore. Join us as we delve into the highlights of the latest 2026 R2 release.
Learning objectives: At the end of this session, you’ll be able to:
- Explain the features enhancements from Sage Intacct’s 2026 R2 release
- Recall which enhancements are pertinent to your day-to-day tasks
1.0 Credit Computer Software & Applications
Join us for an enlightening webinar aimed at helping you unlock the full potential of Sage Intacct’s Custom Report Writer and Interactive Visual Explorer. Whether you’re tackling complex reporting requirements or seeking to consolidate multiple aspects into a single report, this session will equip you with the tools and insights to elevate your reporting capabilities.
Learning objectives: At the end of this session, you’ll be able to:
• Identify the main differences between ICRW and IVE
• Review how to use and manage reports in ICRW and IVE
• Review real-life sample reports designed with ICRW and IVE
1.0 Credit Computer Software & Applications
Do you find importing transactions into Sage Intacct to be a challenging and time-consuming task? Are you spending excessive time modifying templates and details to enable successful data loading? Join us for a comprehensive webinar dedicated to streamlining the transaction import process in Sage Intacct.
Learning objectives: At the end of this session, you’ll be able to:
- Identify the fundamental steps for importing various types of transactions and records
- Discuss recommendations to enable accurate and efficient transaction imports, reducing errors and enhancing productivity
- Recall common troubleshooting tips to resolve import-related challenges quickly
1.0 Credit Computer Software & Applications
Join our exclusive webinar on Sage Intacct 2026 R3 Release highlights to learn about the newest features and enhancements designed to streamline your financial processes and boost your productivity.
Learning objectives: At the end of this session, you’ll be able to:
- Review a summary of the key features and improvements in the 2026 R3 release
- Identify how new enhancements could benefit your organization and improve efficiency
1.0 Credit Computer Software & Applications
Are you prepared for the enhanced Sage Intacct Planning? Join us for an informative webinar where we delve into the latest enhancements in Sage Intacct and explore the various migration paths available.
Learning objectives: At the end of the session, you’ll be able to:
- Identify the upcoming changes to Sage Intacct Planning
- Review preparation steps/methods for migration to the new Sage Intacct Planning
- Recall possible roadblocks or bumps to expect with the migration
1.0 Credit Computer Software & Applications
As the year comes to an end, make sure your financial processes are in optimal condition with our comprehensive webinar: Year-End Preparation for 1099s and Month-End Close in Sage Intacct. Discover leading practices and valuable tips to streamline your year-end tasks and close your books with confidence.
Learning objectives: At the end of this session, you’ll be able to:
- Review the essentials of preparing and filing 1099s using Sage Intacct
- Review how to successfully reconcile accounts and enable data accuracy
- Recall the tips for automating and simplifying year-end processes
1.0 Credit Computer Software & Applications
Discover the latest features and enhancements in the Sage Intacct R4 Release, meticulously designed to streamline your financial processes and significantly boost your productivity.
Learning objectives: At the end of this session, you’ll be able to:
- Recall the key features and improvements in the R4 Release
- Identify how the new enhancements can benefit your organization and improve efficiency
- Recall the most impactful updates
Who should attend
This session is designed for current Sage Intacct users.
For more information contact Bianca Granado.
Can’t make the webinar?
Fill out the registration and you will receive an email with the webinar recording and slides following the event. Also, check out our event calendar to see what else is happening.
CPE
Recommended CPE: Up to 12 CPE credits (1 per live webinar), Computer Software and Applications
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based
Speakers
Ashley Klapperick
Consulting Director
Debbie Gilmore
Consulting Manager
Sean Donlin
Consultant
Ted May
Consulting Manager
My Huynh
Consulting Director
Malcom Coate
Consulting Director
Matt Andersen
Senior Consultant
Experience the CLA Promise
Sign up to receive custom information and insights delivered straight to your inbox.