Sessions

With 13 content tracks, innovative speakers, and CPE credits for many sessions, you don’t want to miss out!

Sessions catalog

Session Catalog

Choose from a variety of sessions that specifically target your interests to get the most value from Transform 2021. Most of the in-person sessions will be recorded and posted to the Transform virtual platform post-event. All attendees (both in-person and virtual) will have access to the virtual platform until February 1, 2022.

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Content Tracks

Sage Transform sessions are sorted into these core tracks to help you find the content that best fits your needs. Additional session values will be offered to help you further refine your search by product, industry, or role.

Admin and DeveloperThese sessions are designed for Administrators and Developers who are responsible for, or manage activities, such as customizing, extending, integrating, and securing Sage products.
Budgeting and Planning
(Sage Intacct Budgeting and Planning)
These sessions are broadly applicable and focus on new capabilities, best practices, and customer success with the Sage Intacct Budgeting and Planning solution.
Business Leadership These sessions cover cross-industry trends and leadership perspectives to help Business Leaders tackle their companies’, their people’s, and their role’s most compelling challenges with technology. Insights will be shared to help attendees adapt to strategic shifts in the market in new ways, leveraging the strength of available resources: people, process, and technology.
Construction and Real EstateThese sessions focus on leveraging Sage Intacct Construction to efficiently manage the complex demands of construction financial management.
Financial Services These sessions focus on core business issues faced by financial services organizations including wealth & asset management, real estate, insurance, lending, and financial technology firms.
Healthcare These sessions are focused on business issues for a broad range of healthcare organizations.
HR and People Management (Sage People) These sessions focus on how Sage People delivers a unified and accurate system for Finance, Budgeting, HR and People.
Nonprofit These sessions are designed to address a variety of topics around the use of Sage Intacct within nonprofit organizations including workflows, reporting, and best practices.
Product InnovationThese sessions are broadly applicable and focus on new capabilities, best practices, and customer success with the Sage Intacct solution.
Projects and ServicesThese sessions provide the pathway to project profit success through project-based accounting, reporting and invoicing with Sage Intacct.
Reporting and InsightsThese sessions focus on leveraging Sage products to drive insight generation and reporting of your business performance.
Software & Subscription ManagementThese sessions are designed for customers who are in the software and SaaS industries and who are managing a subscription business model.
Supply Chain ManagementThese sessions are designed for customers that leverage the Purchasing, Inventory, Order Management and Distribution modules of Sage Intacct.

Session Types & Formats

There are many ways to soak in the knowledge at Transform. Check out the full content lineup below that you can mix and match to create your ultimate experience.

  • Breakouts

    Breakouts

    Sessions on a variety of topics including product updates, case studies, and best practices. Sessions that are live streamed will feature Q&A for both in-person and virtual audiences.

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  • Panels

    Panels

    Hear from product & industry experts as they discuss top trends and best practices.

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  • Hands-on Labs

    Hands-on Labs
    (in-person only)

    Get hands-on experience as you follow along with our instructors during these two-hour labs as they take a deep dive into product functionality.

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  • Lightning Talks

    Lightning Talks
    (on-demand only)

    Short, quick tip videos submitted by our customers, partners and employees.

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Delivery Formats

  • In-person live streamed

    In-Person -
    Live Streamed

    A small number of sessions at the in-person event will be streamed at their scheduled time, offering Q&A with the speakers after the presentation.

  • In-person not live streamed

    In-Person -
    Not Live Streamed

    Sessions that will only be available for the in-person audience. Will not be streamed for the virtual audience.

  • On-Demand Only

    Posted to the virtual platform only, these sessions can be viewed online, anytime, at your own pace. Will not include speaker Q&A.

CPE Credits

Sage Intacct, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

In-Person Experience

Attendees can earn CPE credits for attending CPE-eligible sessions during the conference. Sessions featuring product training (pre-conference training, hands-on labs, and many breakout sessions) qualify for credits in the Computer Software and Applications field of study.

Attendees will receive 1 CPE credit for every 50 minutes of breakout session content attended. To obtain CPE credits, attendees must scan their badge upon entering each eligible session and also must complete the conference session surveys. Credit certificates will be emailed 4-6 weeks following the event.

Virtual Experience

Transform attendees can earn CPE credits for attending CPE-eligible sessions during the virtual conference, which fall under the Computer Software and Applications field of study.

To obtain CPE credits, attendees must attend the CPE-eligible session during its scheduled time AND complete the corresponding session survey. CPE credits are not available for watching sessions on-demand. Credit certificates will be emailed 4-6 weeks following the event.