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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.


Brent Neitz, CPA
Senior Manager,
Technology Consulting Practice
Wipfli LLP
Rebecca Hurst
Technology Consulting Practice
Wipfli LLP

Daily Schedule

Monday, July 15, 2019

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

Training Seminar

Sage Intacct Fundamentals Preconference

Date: Monday, July 15, 2019, 1:30 – 5 p.m.
Tracks: Strong Financial Health; Mitigate Risk; Automate And Measure Performance; Build Revenue Opportunity; Create Opportunities
History: Updated
Type: Full
Experience: All (All levels of experience)
Level: Basic
Advanced Preparation: None
Prerequisites: None
Field of Study: Business Management and Organization
Qualifies for Yellowbook: No
Lead Trainers: Rebecca Hurst, Senior Consultant; Brent Dietz, Partner
Applicable Audience:

CEO/Executive Director
CFO/Finance Director
Finance Staff
Program Director/Manager

Session Description:

If you are interested in learning why so many nonprofits are switching to Intacct, this is your session.

You will learn how Intacct provides greater efficiency and managerial visibility, so your nonprofit can drive down costs while fully pursing your organization's mission. You will also learn basic Intacct navigation and how it handles general accounting functions.

Learning Objectives:

1. Explore Intacct system menus and navigations and set personal preferences.
2. Manage a closing process from reconciling bank statements to closing the books.
3. Create journal entries and post to the general ledger.
4. Manage the accounts payable, accounts receivable, and sales order processes.
5. Explore how Intacct can streamline processes, improve reporting, and increase collaboration.
6. Run standard and financial reports.

CPE credits: 3.5 credits *

* 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.


Registration Fee

Sage Intacct Fundamentals Preconference and the Wipfli National Training Conference rate:

  • Early-Bird Rate: $1,100 per person if registered by June 11, 2019
  • Regular rate: $1,300 per person if registered after June 11, 2019

Registration fee includes:

  • Up to 10.5 hours of training in accordance with the standards of the National Registry of CPE Sponsors. CPE credits are granted based on a 50-minute hour.
  • Access to download presentation.
  • Refreshment breaks.

Cancellation Policy: Cancellations made after June 11, 2019, will be charged $100 per person cancellation fee. If you cancel, you may send a substitute from your organization or transfer your registration fee to a future seminar without penalty. Participants who register but neither attend or cancel are charged for their full registration fee. Call 888.876.4992 for questions about this policy.


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
"If you want your organization to grow and become a leader in your community, you need to come to this conference."
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
"This was my first year attending and I have learned so much! Wipfli rocks!! See you all next year!"
Daphne Harris Brown, Compliance Specialist/IT Specialist
Washington County Opportunities
"This conference was intensive. I would recommend this training and conference to all my colleagues. The staff and presenters are second to none."
Charlie Ugarte, Director of Finance
Puerto Rican Family Institute