Explore the current status and future plans for Sage Intacct
Speaker: Katie McCloskey
Session description: Join this informative session to learn about the most recent enhancements that impact not-for-profits. In addition, participants will receive an exclusive preview of upcoming releases and insights into Sage’s development plans. This session will provide valuable information to keep you updated on the trajectory of Sage Intacct’s advancements.
Internal controls explored in Sage Intacct
Speaker: Ansley Lucas
Session description: Explore how Sage Intacct's user permissions, approval workflows, and audit trails promote effective segregation of duties, prevent fraud, and ensure accountability. Learn practical steps to set up these features and hear real-world examples. Join us for insights into enhancing your organization's financial controls.
Get creative with Advanced Approvals
Speaker: Tom Jurasek
Session description: Save time and boost efficiency with Baker Tilly's Advanced Approvals module. Enhanced filtering handles complex requirements beyond Sage Intacct’s built-in approvals, eliminating the need for email-based processes.
Tips and tricks across Sage Intacct
Speaker: Lesley Anderson
Session description: A fun packed session to learn new and old tricks on configurations and reporting. Refresh on the shortcuts you may have forgotten. Explore the pros and cons of renaming dimension IDs and the impact on historical data. Discover the strength of filters in the AP module along with the power of custom fields and custom views.
Navigating budgets with confidence
Speaker: Brenda Jacinto
Session description: This session will explore effective strategies for managing finances within faith-based organizations. Learn to align budgeting practices with mission goals and provide transparency. Gain insights on balancing resources to support spiritual, social and operational activities, fostering financial sustainability and growth
Dimension balances reports on steroids
Speaker: Shelly Einspahr
Session description: Have you used the dimension balances report? If not, you are in for a treat! In this session we will explore how you can use the dimension balances report on an everyday basis. For seasoned users, you will learn how it can rock your world by expanding your thoughts on reporting, research and analysis.
Reporting, reporting and reporting
Speaker: Shadi Mossad
Session description: Have questions on Sage Intacct reporting? Join this session to explore all kinds of aspects of reporting. This session will cover how to use dimensional-based reporting, custom reports and other advanced techniques to create effective reports for your organization. Let the magic begin!
What is Ministry Intelligence?
Speaker: Brandon Davis
Session description: Discover an innovative solution for faith-based organizations. We proudly present a pastoral tool on the Sage Intacct platform designed to enhance engagement with congregants and provide timely opportunities for outreach as well as deliver precise financial metrics, facilitating more accurate budgeting and planning decisions.
Administration: Fires and fireplaces
Speaker: Vicki Richardson
Session description: The gift of administration is vital, important and yes spiritual. For those of us who carry this gift it can be difficult for us to recognize that. Come join me as we look at this gift and discuss ways to stay encouraged and thriving in a ministry environment.
Beyond the buzz: How Sage Copilot saves time and strengthens stewardship
Speaker: Brandon Patrick
Session description: Go beyond the AI hype and see how Sage Copilot delivers real value for mission-driven finance teams. Learn how Copilot’s personalized insights, variance analysis and intuitive search save time, improve accuracy and support smarter decision-making — so you can focus less on the close and more on your calling.
Giving time and money back to faith-based organizations
Speaker: Blake Rudolph
Session description: With Ramp, churches and faith-based organizations run smoothly, keeping costs down and membership high by better serving the community. Join a product overview focusing on how to enforce policies without hassle, streamline expenses for church staff, and drive more financial efficiencies with best-in-class integrations including Sage Intacct.
Credit cards can be fun!
Speaker: Holly Hamilton
Session description: The functionalities available with Sage Intacct's credit card management keep growing. Join this session to learn some old and new tips and tricks to help you use its functionality effectively.
What's so special about fund accounting?
Speaker: Rich Encinias
Session description: Fund accounting is a specialized accounting method used by ministries and not-for-profit organizations. It is essential for managing funds effectively and ensuring financial transparency. This session will delve into the intricacies of fund accounting and demonstrate how Sage Intacct can help you manage your funds to help support your organization's mission and goals.
Why type when you can import?
Speaker: Prinka Kaur
Session description: Discover how to utilize Sage Intacct import templates to streamline data entry, reduce errors and save time. Learn best practices for managing imports and enhancing your financial data workflow. This session will equip you with tools to boost efficiency and optimize your business processes through importing.
Empowering ministry finance: Sage Intacct in action
Speaker: Cory McKendree
Session description: Discover how Sage Intacct streamlines financial management for faith-based organizations and churches. See a live demonstration of transacting, reporting and fund tracking tools designed to enhance stewardship, transparency and mission impact — empowering your ministry to manage resources efficiently and focus on what matters most.
Lead anyway: Influence without a title
Speaker: Laura Gardner
Session description: You don’t need a title to lead — just a willingness to serve. This session explores how strategic leadership shapes the Kingdom, offering practical tools to strengthen operations, empower teams and align leadership with a purpose-driven mindset. Celebrate your impact and stay anchored in your calling.
Harnessing Excel & Sage Intacct: Real-time reporting, budgeting & automation for faith-based missions
Speaker: Jim Norton
Session description: Explore Velixo’s Excel integration for Sage Intacct, offering live data connection, dynamic reports and real-time insights. This integration helps automate tasks, streamline workflows and simplify compliance, allowing faith-based organizations to focus on their mission and community.
Effective financial oversight for Faith-based organizations
Speaker: Mike Lee and Danny Johnson
Session description: In this session, Mike and Danny will discuss, in plain English, what it means for C-level executives, boards and finance committees (or their equivalents) to exercise effective financial oversight.
Stretching every dollar: How to boost productivity without sacrificing impact
Speaker: Nate Tremblay
Session description: Faith-based organizations are built to serve, but often operate with limited resources and lean teams. In this session, we’ll explore how smarter spend management can reduce admin overhead, empower staff and volunteers and free up time and dollars for what matters most: your mission. This session is for leaders who want to run more efficiently without sacrificing impact, because stretching every dollar is really about expanding your capacity to do more good.
Customers and Baker Tilly team members unite - You got questions, we have answers
Speaker: Sandy McClure
Session description: Join us as we explore the answers to burning questions and best practices with fellow peers and implementation team members. Submit your questions to learn what’s happening daily in the lives of your peers and how the team can help in the challenges.
Aligning people and processes with purpose – The intersection of HR, discipleship and stewardship
Speaker: Justin Romine
Session description: Join us for a holistic approach to faith-based organizational HR, challenging leaders to view HR not just as a compliance necessity, but a vital component of discipleship. Effective HR nurtures an environment where team members are supported and accountable, reflecting biblical values. Learn how to steward the organization’s most valuable resource — its people — through HR practices that align with both discipleship and stewardship
