Sage Intacct Meetup
With Dashboards (90 mins) and CPE eligible Training (6 hours)
Dallas, TX | March 10-11, 2026
 

We are excited to bring 3 engaging events to Dallas

Meetup: This is a free event for customers, partners, and prospects. Brunch and valet parking will be provided and paid for by Sage.

Dashboards: This free 90-minute in-person training event occurs directly after the meetup. Stay a little longer and enhance your Dashboard building skills.

Financial Reporting Bootcamp: This in-person 6 CPE eligible training event occurs the next day, on March 11. Registration and fee details can be found below.
 
Benefits of attending:
  • Advance your knowledge: Hear from Product Management and Sage Intacct experts to get ahead.
  • Connect and share: Network with local customers to share insights and discover how others are using Sage Intacct.
  • Increase your confidence: Optimize business performance by learning about Sage Intacct’s reporting capabilities.

Where and When?

Sage Intacct Meetup
Tuesday, March 10, 2026 | 10:00 - 3:00 CT
 
Financial Reporting Bootcamp
Wednesday, March 11, 2026 | 8:30 - 3:45 CT
 

Full agenda details below.

The Westin Dallas Downtown
1201 Main Street (Driveway Entrance at 1220 Elm Street)
Dallas, TX 75202
Willow Pavilion

Register today

Meetup Agenda | Tuesday, March 10, 2026

10:00-10:15   Check-in, Meet the Sage Team and Networking
10:15-10:30   Brunch Served and Networking
10:30-10:45   Welcome and Introductions
10:45-11:15   What's New and What's Ahead with Sage Intacct 
11:15-11:30   Product Q&A
11:30-11:45   Break and Networking
11:45-12:00   Customer Story
12:00-12:15   Building a partnership with your Sage Intacct Representative 
12:15-12:25   Professional Services 'Sage' advise and best practices for your organization
 
12:25-12:45
  
Resources
Sage University Demo
Community Demo
12:45-1:00   Break and Networking
1:00-1:15   Product Demo
1:15-1:25   Open Q&A
1:25-1:30   Survey and Closing 
1:30-1:45   Break and Networking
1:45-3:00  
Dashboard Training
Survey -Dashboards

 

 

Financial Reporting Bootcamp Agenda | Wednesday, March 11, 2026*

Jump into the Financial Reporting Bootcamp to master Sage Intacct’s Financial Report Writer! In this fast-paced session, you’ll learn to build and customize financial reports with confidence by leveraging accounts and dimensions. Through interactive demos and real-world challenges, you’ll discover how to turn complex data into actionable insights. Take advantage of this exclusive, in-person opportunity with our experts. Get hands on help throughout the day and network with local Dallas-area customers. It's time to level up your skills and make financial reporting exciting!
 
8:30-9:00   Check-in, Meet the Sage Team and Networking
9:00-10:30   Training
10:30-10:45   Break
10:45-12:00   Training
12:00-12:30   Lunch
12:30-1:45   Training
1:45-2:00   Break
2:00-3:30   Training
3:30 – 3:45   Wrap up and Course Evaluation
 
*Fee details:
Bootcamp course fee: $595 USD
20% discount for registrants who also attend the customer meet up the day before
40% discount for all Sage Intacct Learning Membership subscribers
Limit one discount per registrant

Registrants should bring their laptop with a fully charged battery. Power outlets may be limited in the meeting space. This course is eligible for 6 CPE credits.
 

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