Sage Intacct Fundamentals Preconference

Why attend?

If you need a broad understanding of Sage Intacct’s capabilities and want to become proficient in using Sage Intacct to execute your responsibilities, this half-day preconference training is for you. This instructor-led training will help you perform basic tasks including creating and posting journal entries; managing bank accounts, including reconciliations; processing purchasing requisitions, bills, and payments through accounts payable; creating orders and invoices and processing payments through accounts receivable; closing the books; and creating and running financial reports.


Be Prepared: Wipfli has "Gone Green!"

Materials for this workshop will be available online two weeks prior to the start of the conference. For your convenience, you will have access to the online materials for two months following the conference.

Please download the materials before the workshop to your computer/device and bring your computer/device with you to the workshop. If you prefer to print the materials, please bring them with you because paper copies will not be available on site.

You will receive a workbook on site for hands-on activities. Registered attendees will receive an e-mail when the materials are available online.


Brian Dietz, CPA
Rebecca Hurst
Senior Consultant

Training Seminar Outline

Sage Intacct Fundamentals Preconference

Date: Monday, July 9, 2018; 8:30 a.m. – 12:00 p.m.
Tracks: Technology
History: New
Type: Full
Experience: All (All levels of experience)
Level: Basic
Advanced Preparation: None
(1) Familiarity with accounting terminology and functions and a working knowledge of Microsoft Excel.
(2) Watching the Getting Started with Sage Intacct and Navigating Sage Intacct self-paced courses in the Sage Intacct Learning Center is highly recommended.
Field of Study: Information Technology
Qualifies for Yellowbook: No
Trainers: Brian Dietz, CPA, Partner, Rebecca Hurst, Senior Consultant
Applicable Audience:

CFO/Finance Director
Finance Staff
IT Director/Manager
Program Director/Manager

Session Description:
This half-day preconference training will provide business users with a broad understanding of the Sage Intacct system, including 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.

Learning Objectives:

1. Work in the general ledger.
2. Manage and reconcile cash.
3. Request and purchase items and manage and pay bills.
4. Manage and process invoices.
5. Close the books.
6. Create and run financial reports.

CPE credits for this half-day preconference: 3.5 credits *

*National Registry of CPE Sponsors: National Registry of CPE Sponsors: Wipfli LLP 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 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:

Instructional Delivery: Group-Live. For more information regarding administrative policies, such as complaint, cancellation, and refund policies, please contact our offices at 888.876.4992.


Daily Schedule

Monday, July 9, 2018

7:30 a.m. – 5 p.m. Preconference Check-in
8 – 8:30 a.m. Light Refreshments
8:30 a.m. – 12:00 p.m. Sage Intacct Fundamentals
12:00 – 1:30 p.m. Lunch (on your own)


Registration Fee

$225 per person

Registration fee includes:

  • Up to 3.5 CPE credits in accordance with the standards of the National Registry of CPE Sponsors. CPE credits are granted based on a 50-minute hour.
  • Reference materials (any PowerPoint presentations and/or additional references) available for download.
  • Refreshment breaks.

Cancellation Policy: Cancellations made after June 15, 2018 will be charged $100 per person cancellation fee. If you cancel, you may send a substitute from your organization. Participants who register but neither attend nor cancel are charged for their full registration fee. Call 888.876.4992 for questions about this policy.


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Head Start/Early Head Start Regulation Overview Preconference
Leadership Summit Preconference
Tribal Gaming Hot Trends and Hot Topics Preconference
Full Conference Schedule

What our attendees say...

"I recommend this conference to all of our regional agencies. Provides relevant information on policy, best practices, and general operations of non-profits."
Misty O'Keefe, COO
Child Care Aware of Missouri
"As a new executive director, I found the conference to be organized, well planned, information-rich, and an excellent use of my time."
Angele Thibodeaux Burns, CEO
East Central Illinois Community Action Agency
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Brian Heese, Executive Director
Northern California Child Development, Inc.
"Best conference I have ever attended in my career. Very relevant topics to finance for non-profits and excellent presenters."
Mary Werner, Director, Financial Planning & Analysis
Lutheran Social Services of the South Upbring
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Daphne Harris Brown, Compliance Specialist/IT Specialist
Washington County Opportunities
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Charlie Ugarte, Director of Finance
Puerto Rican Family Institute