March 17, 2022
1:00 pm - 2:00 pm

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Cash Management: Do it Right with Best in Class

Now more than ever, cash and cash equivalents is one of the most important numbers on your organization’s financials. It’s critical not only to understand your cash flow, but to have deeper insights into the various facets of your organization’s cash management process. Best in class financial systems have strong cash management functionality far beyond what you’ll see in entry level systems. In the webinar, we will discuss:

  • How a best in class accounting solution does cash and accrual reporting right
  • What some common types of transactions should look like in a cash and accrual setting
  • The streamlined process for inter-entity cash transactions in a best in class accounting solution
  • A comparison of workflow and automation solution features along with open API options

Join us to learn how a best in class cloud-based accounting platform provides cash management capabilities beyond what you may be used to in entry-level systems.

Who Should Attend

Individuals leading the accounting/finance function and/or those responsible for cash management in their organizations. CPAs working with these companies will also find value.



Jim Norton, CPA

Former Principal, Accounting Technology Services

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Luis Rivera

Moderator; Client Success Advocate, Accounting Technology Services

Additional Program Details

  • Learning Objective: To provide attendees with a better understanding cash management capabilities with Sage Intacct.
  • Instructional Delivery Methods: Group Internet-based
  • Recommended CPE: 1.0 CPE
  • Recommended Fields of Study: Accounting Technical
  • Prerequisites: None Required
  • Advance Preparation: None
  • Program Level: Basic
  • Course Registration Requirements: None
  • Refund Policy: No fee is required to participate in this session.
  • Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
  • Complaint Resolution Policy: GRF CPAs & Advisors is committed to our participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns