Pre-Conference Training

Transform 2021 features a variety of pre-conference training courses to help you deep-dive into our products and kick off your conference experience.

Get a Head Start with In-depth Training

Need to quickly train a new accounting hire, upgrade your Sage Intacct skills, or find out how to ace our advanced reporting features? Join one of our pre-conference training courses (additional fees apply) designed exclusively for Sage Intacct customers, and led by an expert trainer. CPE credits are available for each course.

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In-depth training

Pre-Conference Training Classes

Pre-conference training courses are limited to customer attendees. Attendees need to bring a wireless enabled laptop with a Sage Intacct-supported browser. Register for a training course during the registration process. Limited seats available so be sure to sign up early.

Sage Intacct Fundamentals
Date
Monday, November 8 – Tuesday, November 9, 2021
Time
9:00 AM – 5:00 PM (both dates)
CPE Credits
12
Price
$999

This course teaches business users how to navigate and perform accounting functions using Sage Intacct. You will perform common procedures, such as entering bills and making payments; entering invoices and receiving payments; and reconciling bank statements and credit cards. You will also run standard reports to provide business and workflow insights.

Prerequisite(s):

  • Knowledge of basic accounting
  • Watch the "Getting Started with Sage Intacct" and "Navigating Sage Intacct" self-paced courses in the Sage Intacct Learning Center is highly recommended.
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Financial Reporting and Dashboards
Date
Monday, November 8 – Tuesday, November 9, 2021
Time
9:00 AM – 5:00 PM (both dates)
CPE Credits
12
Price
$999

This course is designed to teach you the essentials of using the Financial Report Writer to create and manage financial reports. In addition, this course teaches you how to create graphs, dashboards, and performance cards to provide insight into your organization's performance. You will use account groups, dimensions, and calculations to create reports for analyzing data, identifying trends, and providing auditready financials. You will also schedule reports for delivery and run reports together in a report group.

Note: Either take Financial Reporting and Dashboards or Nonprofit Financial Reporting and Dashboards. Both classes teach you the basics of creating a financial report, however, this class uses for-profit examples.

Prerequisite(s):

  • Ability to confidently navigate the Sage Intacct system, as well as good working knowledge of basic accounting and financial and statutory reporting.
  • Watch the "Getting Started with Sage Intacct" and "Navigating Sage Intacct" self-paced courses in the Sage Intacct Learning Center is highly recommended.
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Nonprofit Financial Reporting and Dashboards
Date
Monday, November 8 – Tuesday, November 9, 2021
Time
9:00 AM – 5:00 PM (both dates)
CPE Credits
12
Price
$999

This course teaches you how to use the Financial Report Writer to create and manage nonprofit financial reports, including Statement of Financial Position, Statement of Activities, Statement of Cash Flows, and Statement of Functional Expenses. In addition, this course teaches you how to create graphs, dashboards, andperformance cards to provide insight into your organization's performance. You will use account groups, dimensions, and calculations to create reports for analyzing data, identifying trends, and providing audit‐ready financials. You will also schedule reports for delivery and run reports together in a report group.

Note: Either take Financial Reporting and Dashboards or Nonprofit Financial Reporting and Dashboards. Both classes teach you the basics of creating a financial report, however, this class uses non-profit examples.

Prerequisite(s):

  • Knowledge of basic accounting, as well as good working Knowledge of financial and statutory reporting.
  • Watch the "Getting Started with Sage Intacct" and "Navigating Sage Intacct" self-paced courses in the Sage Intacct Learning Center is highly recommended.
View Course Description
Advanced Reporting and Insights
Date
Tuesday, November 9, 2021
Time
9:00 AM – 5:00 PM
CPE Credits
6
Price
$499

This course teaches you how to build advanced financial reports. You will filter reports using custom fields; use dimension structures to analyze financial and operational data; and create complex account groups. You will also view reports using alternate account names/numbers and use books to easily report on different accounting standards.

Prerequisite(s):

  • Financial Reporting and Dashboards or Nonprofit Financial Reporting and Dashboards
View Course Description