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

Jim Norton, CPA

Principal, Accounting Technology Services

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