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Scaling your SaaS company during a post-SVB landscape

October 10 @ 2:00 pm - 3:00 pm EDT

RSM CPE Webinars

Participants of the free live webinar will be eligible for 1 CPE credit.


Join us for a CPE-eligible webcast where we will explore the powerful capabilities of Sage Intacct’s contracts module and its seamless integration with Salesforce tailored specifically for software as a service (SaaS) companies. Learn how to overcome major business challenges such as manual entry of sales invoices and revenue recognition outside the accounting system. Our experienced Sage Intacct consultants will provide actionable guidance on how to sync data from Salesforce to Sage Intacct, easily invoice contracts and achieve automated revenue recognition compliance with ASC 606.


  • Mike Regan, CPA, Sage Intacct Consulting Services, RSMUS LLP
  • Victor Terranova, Manager, Management Consulting, RSM US LLP

Learning objectives

By the end of this presentation, participants will be able to:

  • Describe integrations that sync customer relationship management records to enterprise resource management systems.
  • Illustrate how customer contract invoices can be invoiced in bulk.
  • Explain how to recognize revenue in accordance with ASC 606 based on fair value.

CPE credit

RSM US LLP is pleased to offer 1.0 CPE credit for attending this webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None
Program level: Basic
Prerequisites: None
Delivery method: Group internet-based
Field of study: Accounting
CPE: 1.0 credits per webcast


October 10
2:00 pm - 3:00 pm EDT
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