Monday, October 24

9:00 am – 5:00 pm:  Pre-Conference Training (Additional cost)

9:00 am – 6:00 pm:  Partner Summit

7:00 pm – 10:00 pm:  Partner Summit Reception

For a detailed listing of the sessions, view the Session Catalog.

Note: The schedule above is subject to change.

Tuesday, October 25

8:00 am – 5:00 pm:  Partner Summit (Partners only)

9:00 am – 5:00 pm:  Pre-Conference Training (Additional cost)

5:30 pm – 8:30 pm:  Welcome Reception

For a detailed listing of the sessions, view the Session Catalog.

Note: The schedule above is subject to change.

Wednesday, October 26

7:00 am – 8:00 am:  Breakfast

8:00 am – 9:45 am:  General Session

9:45 am – 10:15 am: Networking Break & Marketplace Expo

10:15 am – 11:15 am:  Breakout sessions

11:30 am – 12:30 pm:  Breakout sessions

12:30 pm – 1:45 pm:  Lunch & Marketplace Expo

1:45 pm – 2:45 pm:  Breakout sessions

3:00 pm – 4:00 pm:  Breakout sessions

4:00 pm – 4:30 pm:  Networking Break & Marketplace Expo

4:30 pm – 5:30 pm:  Breakout sessions

5:30 pm – 7:00 pm:  Marketplace Expo Happy Hour

For a detailed listing of the sessions, view the Session Catalog.

Note: The schedule above is subject to change.

Thursday, October 27

7:00 am – 8:00 am:  Breakfast

8:00 am – 9:00 am:  Breakout sessions

9:15 am – 10:15 am:  Breakout sessions

10:15 am – 10:45 am:  Networking Break & Marketplace Expo

10:45 am – 12:30 pm:  General Session

12:30 pm – 1:45 pm:  Lunch & Marketplace Expo

1:45 pm – 2:45 pm:  Breakout sessions

3:00 pm – 4:00 pm:  Breakout sessions

4:00 pm – 4:30 pm:  Networking Break & Marketplace Expo

4:30 pm – 5:30 pm:  Breakout sessions

6:30 pm – 10:00 pm:  Conference Party

For a detailed listing of the sessions, view the Session Catalog.

Note: The schedule above is subject to change.

Friday, October 28

7:30 am – 8:30 am:  Breakfast

8:30 am – 9:30 am:  Breakout sessions

9:45 am – 10:45 am:  Breakout sessions

11:00 am – 12:00 pm:  Breakout sessions

12:00 pm:  Conference End

For a detailed listing of the sessions, view the Session Catalog.

Note: The schedule above is subject to change.

Intacct Advantage 2016

Pre-Conference Training

Need to quickly train a new accounting hire, upgrade your Intacct skills, or find out how to ace our advanced reporting features? Join one of our pre-conference training courses designed exclusively for Intacct customers. CPE credits are available for each course.

Attendees need to bring a wireless-enabled laptop with an Intacct-supported browser. You may register for training during the Advantage 2016 registration process. Limited seats are available so be sure to sign up early.

Intacct Advantage 2016
 
 

Courses Offered

This 2-day introductory course is designed to teach business users how to navigate and perform accounting functions. You will learn how to perform typical procedures, such as creating bills and purchase orders making payments, creating sales invoices, receiving payments, reimbursing employee expenses, and reconciling a bank statements and credit cards. You will also learn to use standard reporting tools and run reports with the Financial Report Writer. This course is ideal for new customers or getting recently hired staff up to speed fast on Intacct. This course is eligible for 12 CPE credits.

Prerequisites:

  • Familiarity with accounting terminology and functions
  • Working knowledge of web browsers and Excel
  • Knowledge of what type of company structure is implemented in your organization
  • Knowledge of which applications are implemented in your organization

Class dates: Monday, October 24 - Tuesday, October 25
Cost: $985

View course PDF

This 2-day course is designed to teach you the essentials of using, creating, and managing financial reports and dashboards in Intacct. You will use account groups, dimensions, calculations, and books to create reports for analyzing data. Learn how to organize your reports into report groups. Create performance cards and dashboards to provide insight into your organization's performance and to help manage your workflows and business processes. This course is eligible for 12 CPE credits.

Prerequisites: A solid working knowledge of how to navigate the Intacct user interface and a good working knowledge of basic accounting, financial, and statutory reporting.
Class dates: Monday, October 24 - Tuesday, October 25
Cost: $985

View course PDF

This 1-day course is designed to teach how to set up and perform multi-dimensional reporting for analyzing and presenting your financial and operational results through key business metrics. Leverage Intacct user-defined books to create complex reports. You also learn how to use the Custom Report Wizard to create custom reports. This course is eligible for six CPE credits.

Prerequisites: A thorough working knowledge of Intacct standard reports and applications. Prior completion of the Financial Reporting and Dashboards course is recommended.
Class dates: Tuesday, October 25
Cost: $495

View course PDF

This 1-day course is designed to teach how to customize Intacct to meet your business needs using the features available in both Customization and Platform Services. You will learn how to create custom fields, how to create custom documents, how to create Smart Links, and how to create Smart Rules and Smart Events. Additionally, you will learn how to determine what feature to use based on the business needs. This course is eligible for six CPE credits.

Prerequisites:

  • A solid working knowledge of how to navigate and use Intacct
  • Three to six months experience administering or implementing Intacct

Class date: Tuesday, October 25
Cost: $985

View course PDF

 

CPE Credits

Advantage attendees can earn up to 25 Continuing Professional Education (CPE) credits by attending eligible pre-conference training, hands-on training, and breakout sessions. Partner Summit, customer panel sessions, Partner Showcase sessions are not eligible for CPE credits. Please check the Session Catalog to identify sessions eligible for CPE credits. To obtain CPE credits, attendees must scan their badge upon entering each eligible session and also must complete the conference session surveys. Credit certificates will be emailed four-siix weeks following the event.


Intacct Corporation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

 

Session Catalog

Registered attendees can now sign up for sessions  they are interested in attending. Advanced registration is recommended  to reserve your seat. With a diverse list of product, industry, and hands-on sessions, you are certain to find a variety of sessions to meet your needs. To make it easy to find the content you’re looking for, we've organized our breakout sessions into the following tracks:

  • Business Leadership—The sessions in this track are non Intacct-specific topics covering general industry trends and leadership perspectives
  • CFO Summit—Exclusive content developed for CFOs; these sessions are limited to attendees registered for the CFO Summit
  • Developer—Session content is focused on the Intacct technical user
  • Distribution—This track is designed for customers that manage wholesale distribution businesses
  • Global—This track is designed for customers who have distributed or global organizations
  • Insights and Reporting—These sessions focus on leveraging Intacct for greater insights and reporting of your organization
  • Nonprofit—This track is focused on the business issues for a broad range of nonprofits – faith-based, associations, or charitable organizations
  • Partner Showcase—This track focuses on providing additional information about partner offerings to complement your existing Intacct solution
  • Partner Summit (partners only)—These sessions cover topics designed for our partner community
  • Product Innovation—These sessions are broad-based and focus on specific areas of the Intacct solution, and are relevant for all industries
  • Projects—These sessions are geared towards project-based businesses
  • Prospective Customers—These sessions are designed for prospective customers to answer your questions and help you learn more about Intacct
  • Software and SaaS—This track is geared towards customers in the software or SaaS industry

View the session catalog

 

Schedule a Meeting with Intacct

It’s easy for you to request a one-on-one meeting with Intacct during Advantage. Meetings are available on a first-come basis and are limited to one meeting per type per company.

  • Meet with an Intacct executive: Request a meeting time.
  • Speak with a Technical Expert: Have questions specific to your company's deployment of Intacct? Register for a 30-minute Ask Intacct session. Pre-register to secure your time.
  • Connect with your Account Manager: Learn how to optimize and extend your Intacct solution by connecting with your Account Manager Schedule a 30-minute meeting now.
  • Meet with Business Development: Schedule a meeting with the team to explore how we work to expand the ecosystem of the Marketplace Partners. Find out how to best leverage the new Intacct Community to showcase your solution. Book a meeting now.

Our team is available during the following times:

  • Tuesday: 1:00 pm - 5:00 pm
  • Wednesday: 10:30 am - 5:30 pm
  • Thursday: 8:00 am - 10:30 am and 12:30 pm - 5:30 pm
  • Friday: 8:30 am - 12:00 pm