Associate Member Webinar: AI-Powered Productivity: Social Services Leaders and Power of Sage Intacct
Date and Time: July 23; 11 a.m.
Location: Online via Zoom
**Please note this session is hosted by CLA. Any questions regarding the session should be directed to CLAevents@CLAconnect.com.
This session covers how organizations are improving finance operations using AI and automation within Sage Intacct, moving away from manual, disconnected processes toward a more streamlined, connected system.
Focusing on reducing reliance on spreadsheets, improving data accuracy, and increasing overall efficiency across core financial workflows. AI enables real-time visibility, faster reporting, and more proactive decision-making, helping finance teams spend less time on transactional work and more time analyzing performance and supporting the business.
During this webinar, participants will:
– Complex grant and restricted fund tracking across multiple programs
– Difficulty producing timely, audit-ready reports for funders and boards
– Lack of clear insight into program-level costs and outcomes
– Heavy reliance on spreadsheets for allocations and reporting
– Lean finance teams managing increasing compliance and reporting demands
Presented by:
Blake Uberto, Digital Growth Director, CLA
Taylor Brown, Consulting Director, CLA