May 22 - 24, 2023

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Sage Partner Summit 2023

GRF is proud to participate and present at the 2023 Sage Partner Summit.

Sage Partner Summit (LV23) is a 3-day, in-person event designed exclusively for Sage Intacct’s partner community, worldwide. Partner attend to gain insight into Sage’s channel strategy and opportunities to expand, scale and grow, together with Sage.

The First Ever Live Dynamic Allocations Training Workshop for Partners!

Featuring Jim Norton, CPA

Do you love the idea of Dynamic Allocations, but find the prospect of implementing it terrifying? Do you have a hard time getting your head around why allocations are such an important thing? Are you perhaps struggling to communicate the value of this functionality to current and prospective clients? If any of those questions resonated with you, this is a session you won’t want to miss. Join us for the first ever hands on Dynamic Allocations workshop! We’ll work through real world examples together to gain a more in-depth understanding, starting from identifying when allocations is a good fit, moving to how to showcase its value, and finally performing examples of allocation builds in your very own training environment. By the time you finish this workshop, you’ll have a great appreciation for why some partners include Dynamic Allocations on almost every deal!

Learning Objectives:

At the end of this session, you will be able to:

  • Describe the different allocation tools available in Sage Intacct
  • Identify the signs that an organization is a good fit for Dynamic Allocations
  • Communicate and demonstrate the value Dynamic Allocations offers
  • Build real-world examples of Dynamic Allocations ranging in complexity from basic to advanced

Building a Strong Foundation: Experienced-based Marketing Tips for New Partners 

Featuring Jim Norton, CPA

Join us for an engaging panel discussion on practical insights and actionable advice for new VAR and SIAP Sage Intacct partners (two years or less). By sharing success stories and lessons learned, participants will gain valuable knowledge to build their businesses with confidence.

Learning Objectives:

  • Get actionable tips and tricks on working with Sage Intacct to grow your sales pipeline
  • Define what “success” looks like
  • Create a list of specific objectives for the next year

Preparing Your CAS Practice for Success with High Value Services

Featuring Jim Norton, CPA

Now that we’ve identified the high-value services clients want, let’s take a deep dive into how to strategically prepare your practice and team to deliver these services. We’ll discuss how to conduct planning, evaluate potential growth opportunities, align packaging and pricing, and identify staffing needs. You’ll leave this session ready to deliver top-notch services that continue to exceed your clients’ expectations.

Sales tools for success: What’s really working

Featuring Jim Norton, CPA

Learn from some of the most experienced Sage partners about the sales tools they’re leveraging
and what’s working for them. Discover the total cost of ownership (TCO) and return on investment

Jim Norton, CPA

Former Principal, Accounting Technology Services

Read Bio