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Sage
(866) 996-7243
www.sage.com/en-us/

Our software manages accounting, ERP, HR, payroll, payments, assets, construction, and real estate. Our solutions travel with you or stay where you want us—in the cloud, on-premises, or both—giving you the freedom to work where you want. Our customers cover a wide range of small and medium-sized businesses. We support companies out of the home, small businesses with just a few employees, and larger enterprises that distribute across North America. All of our leaders have owned or been part of a small to medium-sized business and have deep roots in technology.

Archived Webinars

HOW TECHNOLOGY CAN ENABLE YOUR ACCOUNTING FUNCTIONS: EXPERT PANEL DISCUSSION
Recorded Date November 22, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
SAGE 50CLOUD ACCOUNTING: ACCOUNTANT EDITION
Recorded Date August 30, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other     
CLOUD ACCOUNTING MADE EASY WITH SAGE BUSINESS CLOUD ACCOUNTING
Recorded Date August 17, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
VALUE PRICING 2.0: FROM TRANSACTIONAL TO RELATIONAL
Recorded Date December 16, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
THE EFF-ING DEBATE WHY EFFECTIVENESS IS ALWAYS BETTER THAN EFFICIENCY
Recorded Date September 14, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Management Services  Course Level Basic      Who Should Attend Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner     
INTRO TO DIGITAL ASSETS, CRYPTO, AND DEFI TAX/ACCOUNTING ISSUES FOR ENTERPRISES
Recorded Date June 23, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Information Technology  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
SELL YOUR BRAIN NOT YOUR TIME: SUBSCRIPTION PRICING FOR ACCOUNTING PROFESSIONALS
Recorded Date June 21, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
FROM COMPLIANCE TO CONSULTING: TRANSITIONING TO CLIENT ADVISORY SERVICES
Recorded Date June 8, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
SAGE CLOUD ACCOUNTING AND AUTOENTRY: STAY CONNECTED IN A CHANGING WORLD
Recorded Date February 17, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
PUTTING NET PROMOTER SCORE TO WORK: PRIORITIZING CUSTOMERS IN UNCERTAIN TIMES
Recorded Date February 11, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
READY FOR 2020 TO BE DONE? LET'S GET YOUR CLIENTS STARTED OFF RIGHT IN 2021!
Recorded Date December 29, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
THE SIMPLE COMPLEXITY OF AUTOMATION AND RPA (ROBOTIC PROCESS AUTOMATION)
Recorded Date September 24, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Information Technology  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
SAGE BUSINESS CLOUD ACCOUNTING: STAY CONNECTED WITH CLIENTS IN A CHANGING WORLD
Recorded Date September 17, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
CLEAN YOUR ROOM: HOW TO AVOID ANXIETY AND DEPRESSION
Recorded Date September 14, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner     
HEALING LEADERSHIP
Recorded Date May 1, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner     
ASKING EFFECTIVE QUESTIONS: COVID-19 EDITION
Recorded Date April 27, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
THE GREATEST KNOWLEDGE MANAGEMENT TOOL FOR THE HUMAN RACE: AFTER ACTION REVIEWS
Recorded Date February 27, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
SAGE SOLUTIONS FOR ACCOUNTANTS: CLOUD ACCOUNTING & SAGE 50CLOUD WITH OFFICE 365
Recorded Date February 11, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
CONSULTING IN REAL LIFE
Recorded Date November 22, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
TRENDS FOR 2020 AND BEYOND
Recorded Date October 11, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
INNOVATION BEYOND TECHNOLOGY
Recorded Date October 1, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
TRENDS FOR 2018 AND BEYOND
Recorded Date January 9, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm     
THE GREATEST KNOWLEDGE MANAGEMENT TOOL IN THE HISTORY OF THE HUMAN RACE
Recorded Date October 20, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
FROM COMPLIANCE TO CONSULTING
Recorded Date September 26, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner     
CREATING SHARED VISION IN A SMALL FIRM
Recorded Date September 5, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
INVISIBLE STRATEGIES TO MAKE YOU A BETTER NEGOTIATOR
Recorded Date June 8, 2017  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
JOE WOODARD PRESENTS: TAMING THE MACHINES
Recorded Date May 22, 2017  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm     
4 STEPS TO MAKING 2017 YOUR MOST PROFITABLE YEAR WITH CLIENT ACCOUNTING SERVICES
Recorded Date April 24, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
TOP TEN BUSINESS MYTHS: HOW ACCOUNTING PROFESSIONALS CAN HELP DISPEL THESE MYTHS
Recorded Date September 23, 2016  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
INTRODUCTION TO SAGE PAYROLL
Recorded Date September 21, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, Other, Small Business Owner     
ASKING THE RIGHT QUESTIONS
Recorded Date September 7, 2016  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
ZEN AND THE ART OF CONSULTING
Recorded Date August 15, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner     
MEASURE WHAT MATTERS
Recorded Date June 24, 2016  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
I'M IN THE CLOUD, NOW WHAT?
Recorded Date June 20, 2016  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
VALUE PRICING VS THE TIMESHEET: ROUND 12
Recorded Date June 17, 2016  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
INTRODUCTION TO SAGE VIEW
Recorded Date June 13, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
USING ANALYTICS TO PROVIDE VALUE ADDED SERVICES
Recorded Date June 1, 2016  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
TRANSFORMING GENERAL LEDGER DATA INTO INFORMATION
Recorded Date May 24, 2016  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
FUNDAMENTALS OF STRATEGIC PRICING
Recorded Date May 16, 2016  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
PROVIDING ADVISORY SERVICES WITH SAGE VIEW
Recorded Date September 23, 2015  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
TRANSFORMING YOUR BUSINESS USING VALUE ADDED SERVICES
Recorded Date June 18, 2015  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
MR SLEETER'S NEIGHBORHOOD WITH JENNIFER WARAWA - SEASON 1 EPISODE 6
Recorded Date June 19, 2014  Cost Free Presentation Length 0.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
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Wayne Austin

Sage
Sales Engineer, Sage Fixed Assets
(866) 996-7243

Professional Bio.

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Lisa Beaver

Sage
Cloud Solutions Engineer, Accountant Solutions
lisa.beaver@sage.com
(866) 996-7243

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Thomas Casey

Sage
Senior Accountant Advocate
thomas.casey@sage.com
5716126076

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Waid Essick

Sage
Cloud Solutions Engineer
waid.essick@sage.com
678-523-5187

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Ruth Groshon

Sage
Manager, Inside Sales
ruth.groshon@sage.com
(800) 888-9637 ext. 450153

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Ed Kless

Sage
Senior Director of Partner Development and Strategy
ed.kless@sage.com
(214) 675-8792

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