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Marcum CPE webinars

January 3 @ 2:00 pm 3:00 pm EST

Free 1 CPE credit

Join us for an exclusive webinar on year planning with Sage Intacct! As we approach the new year, it’s crucial to ensure that you are fully prepared for what lies ahead. In this informative session, hosted by Marcum Technology, we will guide you through the essential end-of-year processes in Sage Intacct.

Our speakers will dive into the intricacies of 1099 filing and accounting period close within Sage Intacct, equipping you with the knowledge and tools to effortlessly navigate these critical tasks. Learn the best practices for smoothly completing these processes, ensuring compliance, accuracy, and efficiency.

Additionally, they will shed light on valuable insights regarding audit preparations and reporting. Discover the key strategies to streamline your audit process, optimize reporting accuracy, and save time and resources.

Whether you are a frequent user of Sage Intacct or new to the platform, this webinar is designed to provide you with practical tips and guidance for a successful year planning journey. Don’t miss out on this opportunity to enhance your financial management skills and start the new year on the right foot.

Unable to attend the webinar? Please feel free to register to receive a recording of the session and the presentation slides.


Buu-Linh Tran, Vice President, Financial Solutions – Marcum Technology
Mohammad Hourani, Senior Manager, Financial Solutions – Marcum Technology


Program DescriptionGet Ready for Year End with Sage Intacct Webinar
Important Notice Regarding CPE:
Learning ObjectivesAt the end of this course, the attendee will be able to:Review 1099 filingDemonstrate month-end and year-end accounting period closeHighlight best practices for audit preparation and reporting
Instruction Delivery MethodGroup Internet Based (virtual classroom)
Recommended CPE Credit1 Credit
To receive CPE credit, attendees must respond to three out of the four polling questions asked during the program and be active in the webinar platform for a minimum of 50 minutes.
Recommended Field of StudyComputer Software & Applications
Program LevelBasic
Advance PreparationNone
Cancellation PolicyYou may cancel your registration at any time prior to the event.
Complaint Resolution PolicyFor more information regarding refund, concerns and program cancellation policies, please contact our offices at nancy.coelho@marcumtechnology.com.
Marcum LLP 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 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.NASBARegistry.org.

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