Previous Webinars

An Exclusive Webinar by BAASS Business Solutions Inc.

The needs of Indigenous communities, organizations, and businesses vary - and so should their digital solutions. When standard applications cannot meet your requirements, it is time to consider out-of-the-box solutions. Join BAASS Business Solutions Inc. for an exclusive webinar designed to empower attendees with the tools and technology they need to achieve their business goals and long-term vision.

In today's fast-moving digital world, the new generation of Indigenous entrepreneurs needs technological solutions to be tailored to their needs and ambition. However, many organizations still struggle with manual data entry, siloed databases, and disconnected applications. In this webinar, our Vice President of Development and Vice President of CRM will present practical solutions to streamline operations, enhance efficiency, and drive sustainable growth.

What You'll Learn

• Common operational challenges, including data silos and manual reporting
• How modern digital solutions can streamline processes and improve decision-making
• Key benefits of integrating the right technology into your business operations
• Real-world success stories of Indigenous organizations embracing digital transformation
• How the next generation of Indigenous entrepreneurs can leverage technology for growth

This Webinar is for

• Indigenous business leaders and decision-makers
• Community leaders seeking operational efficiencies
• Non-profit and Indigenous organizations interested in digital transformation

Don't miss this opportunity to learn how you can make your technological solutions go further.

How can you optimize your accounts payable processes to better serve your community?

Join us and our partner Quadient for an exclusive webinar tailored for First Nations. We will dive into each step of the AP workflow – from purchase orders to invoices, payments, and expenses – and share actionable strategies for improvement.

Webinar Highlights:

• Common obstacles hindering your AP workflows and creating frustration
• Non-automated solutions to enhance accounting functions and deliver a better experience
• How digitization drives success and compliance

Join us to watch how AP automation can help enhance financial management practices and foster sustainable economic development within the indigenous communities you serve.

An insightful session where we'll explore how Sage X3 transforms food distribution and manufacturing operations from end to end. During this interactive learning, our industry experts will demonstrate how to tackle your biggest operational challenges while ensuring food safety, traceability, and compliance.

What You’ll Learn:

• Master Inventory Management: Gain real-time visibility into lot tracking and expiration date monitoring to reduce waste and optimize stock levels.
• Streamline Production Planning: Maintain quality control while improving operational efficiency across production lines.
• Optimize Distribution: Leverage advanced warehouse management and route planning for smoother logistics.
• Ensure Compliance: Meet FDA regulations and food safety requirements with built-in compliance tools.
• Enhance Supply Chain Visibility: Utilize powerful analytics and reporting for data-driven decision-making.

Who Should Attend?

This session is ideal for food manufacturers, distributors, operations managers, and financial decision-makers looking to improve their business processes and gain a competitive edge.

Why Attend?

• Get expert insights into industry best practices
• Learn how Sage X3 can revolutionize your food operations
• Network with industry peers and professionals

Don’t miss out on this opportunity to take your food business to the next level with Sage X3.

In today’s fast-paced financial landscape, organizations are looking for ways to streamline their accounts payable (AP) processes while improving efficiency and reducing costs. Manual AP processes are costly, error-prone, and time-consuming.

Join us for this insightful webinar featuring a Jonathon Barnett from Yooz, who will share real-world insights on:

• The latest trends in AP automation
• How AI and machine learning are transforming invoice processing
• Key challenges finance teams face and how to overcome them

Following the discussion, we’ll showcase a live demonstration of Yooz’s AI-powered AP automation solution, showing you exactly how it can help your organization accelerate invoice processing, eliminate manual errors, and enhance financial visibility.

This webinar is for:

• CFOs, Controllers, and Finance Leaders
• AP Managers & Teams
• IT & Digital Transformation Leaders
• Anyone looking to optimize AP workflows

Unlock the Secrets to Financial Success from Those Who’ve Done It

Join us for an inspiring webinar where industry leaders share their real-life journeys toward financial empowerment and accountability. Learn how organizations have successfully navigated change, implemented transformative strategies, and achieved measurable results

What You’ll Gain

• Catalyst for Change: Discover the key triggers that drove organizations to rethink their financial strategies.
• Navigating the Path to Success: Explore how businesses overcame roadblocks and uncertainty to achieve financial stability.
• Strategies for Seamless Implementation: Learn best practices for integrating new financial frameworks without disrupting operations.
• Impact in Action: See the measurable results of transformation and how businesses are thriving today.

Why Attend?

• Gain first-hand insights from real success stories.
• Learn proven strategies to enhance financial decision-making.
• Walk away with actionable takeaways to drive accountability in your organization.
  
  

Don’t miss this opportunity to transform the way you approach financial management.

Managing Accounts Receivables can be a time-consuming and resource-intensive process, slowing down cash flow and limiting growth potential. In today's fast-paced business environment, selecting the right payment solution is key to streamlining financial operations and accelerating time-to-cash.

Join BAASS Business Solutions and VersaPay for an insightful webinar where we explore how businesses can optimize their payment processes, reduce administrative burden, and unlock growth by leveraging the right technology.

Key Takeaways:

• Understanding the impact of inefficient Accounts Receivables management on business operations
• How automation and integrated payment solutions can reduce manual effort
• Best practices for accelerating time-to-cash and improving cash flow
• A walkthrough of VersayPay's CashApp and their benefits for businesses

This webinar is for :

• Finance and accounting professionals
• Business owners and executives
• Operations managers
• Anyone looking to improve cash flow and optimize financial processes

Don’t miss this opportunity to learn how to drive efficiency and growth through smarter payment solutions.

Discover how Business Intelligence can Drive your Business Forward.

In today’s fast-paced business environment, organizations face numerous challenges in managing data, making informed decisions, and staying ahead of the competition. Business Intelligence (BI) is a game-changer, offering data-driven insights that can fuel growth, optimize operations, and enhance decision-making.

Join us for this exclusive webinar, where our expert speaker Nima Massih from Nectari will explore how BI can unlock growth opportunities by addressing key business pain points, streamlining operations, and driving competitive advantage.

What You’ll Learn

• The biggest business challenges and how data-driven insights can resolve them
• How BI empowers organizations to make smarter, faster decisions
• The role of BI in optimizing costs, improving efficiency, and identifying new revenue streams
• How to leverage BI for success
• Best practices for implementing and maximizing BI tools in your organization
  
  

Key Discussion Topics

• What are the most common business growth challenges today?
• How can Business Intelligence help businesses overcome decision-making challenges?
• What impact does BI have on competitive advantage?
• How does BI integrate with existing business systems and workflows?
• What steps should a business take to successfully implement BI?

This webinar is designed for:

• Business leaders, executives, and decision-makers
• CFOs, COOs, and financial strategists
• Data analysts and IT professionals
• Business owners and entrepreneurs looking to leverage BI for growth
• Anyone interested in understanding how BI can revolutionize business performance

Don't miss this opportunity to gain valuable insights and take your business to the next level with Business Intelligence.

The health of a construction and developer's business is dependent on cash flow. Being dependent on legacy processes and infrastructure like paper systems significantly slows payments, which impacts a project's feasibility and success. In an industry where time is money, you can't afford to waste time and resources chasing down errors before making critical financial decisions. Join our free webinar to learn how construction firms can navigate financial challenges in project planning and leverage technology to boost financial visibility.

This webinar will dive into how modern technology is transforming project financial management—from budgeting tools to real-time cost tracking and reporting. Sage Intacct Construction is a cloud-based financial management solution designed specifically for the construction industry. It streamlines project accounting by offering tools for job costing, contract management, and real-time financial reporting, helping firms track budgets, control costs, and improve overall profitability.

What You’ll Learn:

• Identifying Financial Challenges: Understand the core financial risks in construction planning.
• Technology’s Role: Discover how innovative software and digital tools enhance financial transparency and profitability.
• Best Practices: Gain practical insights and strategies for cost control, accurate forecasting, and effective budgeting.
• Expert Q&A: Get your questions answered.

Leverage Data-Driven Insights to Optimize Operations and Drive Profitability

Manufacturers and distributors face increasing challenges, from supply chain disruptions to rising costs and demand volatility. Business Intelligence (BI) provides the data-driven insights needed to navigate these complexities, improve decision-making, and unlock new growth opportunities.

Join our expert panel for an engaging discussion on how BI can transform manufacturing and distribution operations, reduce inefficiencies, and boost profitability.

You’ll Learn

• How Business Intelligence helps address supply chain challenges and optimize operations
• The key performance indicators (KPIs) manufacturers and distributors should track
• How BI enhances demand forecasting, inventory management, and cost control
• Real-world success stories of BI in manufacturing and distribution
• Best practices for implementing a BI strategy that drives sustainable growth

Key Discussion Topics

• The biggest growth challenges in manufacturing and distribution today
• How BI enhances decision-making in supply chain management
• The role of predictive analytics in improving demand forecasting
• How BI helps businesses identify operational inefficiencies and cost-saving opportunities
• Best practices for implementing a BI solution in your organization

Benefits 

• Manufacturing & Distribution Business Owners and Executives
• Supply Chain & Operations Managers
• Finance & IT Leaders
• BI & Data Analytics Professionals
• Anyone looking to leverage data for smarter business growth

Gain valuable insights and take your business to the next level with Business Intelligence.

Warehouses are an intricate ecosystem and an integral part of our supply chains. Productivity is interrupted when there are bottlenecks and other inefficiencies, which compound into larger issues. These disruptions can negatively impact your revenue and agitate your relationship with customers and vendors. Join us for an insightful discussion about persistent pain points that hinders a warehouse workflow. GraniteWMS CEO will guide you through a comprehensive health check of your warehouse operations, highlight main indicators of an underperforming warehouse, and provide practical solutions for improvement.

What You’ll Learn:

• Overview of Warehouse Challenges: Understand the critical issues impacting warehouse efficiency.
• Actionable Solutions: Proven strategies to improve warehouse health.

This webinar is ideal for:

• Warehouse managers and supervisors
• Operations and inventory specialists
• Business owners looking to optimize warehouse performance
  

Why Attend?

• Gain a fresh perspective on warehouse management challenges.
• See GraniteWMS platform solution in action and discover how it can transform your operations.
• Take away actionable insights to implement in your own warehouse.

Speaker:

Craig Collins, CEO at GraniteWMS A background as a software programmer and computer science. He worked at a C-Suite level for the past 30 years and has witnessed the face of logistics change dramatically over time. Now where technology and automation provide fundamental metrics to business owners, the formidable team at GraniteWMS has developed an end-to-end warehousing management software solution that improves supply chain challenges by creating visibility, transparency, and accountability.

Many Indigenous organizations operate in remote locations, making IT infrastructure and financial management a challenge. With Sage Cloud Hosting and Sage Intacct, you have two powerful solutions to choose from—each designed to improve accessibility, efficiency, and scalability.

In this webinar, we’ll explore:

• The key differences between Sage Cloud Hosting and Sage Intacct
• How Sage Cloud Hosting simplifies IT infrastructure by eliminating on-premise servers and providing secure remote access
• How Sage Intacct enhances financial management with cloud-native accounting and real-time reporting
• Which solution best fits your organization’s needs based on accessibility, mobility, and support

This webinar is benefited to

• Finance and IT leaders in Indigenous organizations
• Decision-makers evaluating cloud-based solutions for financial management and IT infrastructure
• Anyone interested in enhancing operational efficiency with cloud technology

Learn how Sage Cloud Hosting and Sage Intacct can transform the way you manage your organization.

Tired of manual exports and outdated reports? Learn to see how Velixo transforms Excel into a real-time, automated reporting powerhouse for Sage Intacct. Save hours every month, drill into transactions instantly, and make faster decisions. Register now and take control of your financial data!

For Finance Teams Who Want to Do More with Less.

Maximize Your Market Potential with E-Commerce.

In today’s competitive landscape, businesses must constantly innovate to stay ahead. E-commerce presents a powerful opportunity to expand your market reach, enhance customer experiences, and drive sustainable growth.

Join BAASS Business Solutions and commercebuild for an insightful webinar where we’ll explore:

• How e-commerce fuels business growth and improves scalability
• Key factors to consider when selecting an e-commerce platform and sales portal
• Strategies to optimize your online sales and streamline operations

Whether you’re looking to launch an e-commerce store or enhance your existing platform, this session will provide the insights you need to make informed decisions.

Benefits :

• Business leaders looking to expand into digital commerce
• Companies seeking scalable solutions to optimize online sales
• Finance, operations, and IT professionals evaluating e-commerce platforms

Is Your Payment Processing Optimized for Efficiency & Security?
Hosted by BAASS Business Solutions & FortisPay

Payments are the backbone of any business, but outdated payment processes can slow growth, increase costs, and create security risks.

Join BAASS Business Solutions and FortisPay for a deep dive into embedded payment processing, where we’ll discuss:

• How to assess the health of your current payment facilitation
• The do’s and don’ts of setting up payment processing
• Key benefits and features of a modern payment processing solution

Learn how to streamline transactions, enhance security, and maximize efficiency with the right payment strategy.

Who Should Watch?

• Businesses looking to optimize payment facilitation
• Finance and operations teams assessing payment security and compliance
• IT professionals evaluating embedded payment solutions
  

Benefits:

• Eliminate Human Error
• Accelerate Time to Cash
• Real-Time Insight into your Business' Financial Health

Don’t let inefficient payment processing hold your business back. Learn from expert insights and actionable strategies!

Discover how barcode scanning technology can revolutionize your inventory processes, boost accuracy, and enhance operational efficiency.

Effective inventory management is the backbone of operational success. Yet, many organizations struggle with outdated systems, manual errors, and inefficiencies that lead to stockouts, overstocking, and lost revenue.

In this webinar, you’ll learn:

• The differences between a typical warehouse management system and a barcode solution.
• How barcode scanning technology can drastically reduce inventory errors.
• How barcode scanning technology can provide real-time visibility into stock levels.
• How barcode scanning technology can streamline processes for better resource allocation.

Key Takeaways:

• The fundamentals of inventory health and its impact on your bottom line.
• How barcode scanners can simplify inventory tracking and reduce human error.
• Real-world examples of businesses improving their inventory processes with barcode technology.

This webinar is ideal for:

• Inventory and supply chain managers.
• Business owners seeking operational efficiency.
• Professionals looking to modernize their inventory management systems.

Speaker(s):

Robert Lavery, Robert Lavery & Associates: Robert has extensive experience in the software consulting industry having worked for a large international software company and 2 international management consulting organizations over the past 35 years. He has particular expertise in helping businesses learn how to adapt and integrate technology to improve business processes and decision making. His organization has been the North American Distributor over 20 years for 6 Sage Development Partners all of whom have won numerous awards from Sage for product and sales excellence.

75% of CPAs reached retirement age in 2020. That was 4 years ago. Meanwhile, enrollment in accounting education has declined, with 33% fewer first-time candidates sitting for the CPA exam in 2021 than in 2016.

As teams become burned out and risks of errors and “brain drain” pile up, creating a healthy AP workflow is critical.

Your AP workflow starts with creating a PO, the formal request to a supplier for goods or services, then goes to delivery of goods and services, and culminates in transaction reviews and audit support. That’s certainly a lot on the face of it, and we didn’t even mention all the individual milestones. Each milestone within the end-to-end workflow represents its own set of challenges and risks or an opportunity for optimization and best practices.

But, you need to fully understand your way of working before you can improve, change—or automate—it. So, join our partner Quadient AP to deconstruct your processes and create a pathway to end-to-end automation that supports our ultimate goal of a healthy AP function.

You will learn:

• Why a healthy AP workflow process is more critical than ever
• Non-negotiable and advanced ideas for your workflows
• How AP automation can make advanced ideas a breeze
  
  

  Join BAASS and our partner Quadient AP to learn how to take your AP workflow from frustrating to fabulous.

BAASS Business Solutions Inc. in collaboration with CriterionHCM, special webinar designed for indigenous organizations seeking effective Human Capital Management (HCM) solutions. Successful change management in HR involves clear goals, effective communication, and strong leadership support to guide employees through transitions. HR teams often face challenges such as resistance from employees, lack of clear communication, and maintaining productivity during transitions. Register for this webinar on mastering change management in HR contexts to support seamless transitions and long-term success. Our focus will be on strategies for gaining buy-in include involving key stakeholders early, showcasing benefits of key technology, and addressing concerns openly.

What You'll Learn:

• Understanding change management in HR.
• Strategies for gaining leadership and employee buy-in.
• Overcoming resistance to change with real-world examples.
• The role of technology and how CriterionHCM supports transformation.

Don't miss the demonstration of CriterionHCM’s platform, showcasing its powerful features and how it can support your organization during times of transformation.

A webinar that will guide you through a health check of your payment systems. Co-presented by BAASS Business Solutions and North49, listen to a thought-provoking dialogue on how an Integrated Payment Processing Application and Customer Portal can transform your operations. This session will help you identify potential pain points and provide actionable solutions to optimize your processes.

• Assess Your Current Workflow: Learn how to identify inefficiencies and gaps in your payment processing.
• Simplify Payment Management: Discover how our application integrates seamlessly with your existing systems for a smoother experience.
• Empower Your Customers: See the benefits of a self-service portal that enables customers to view invoices, make payments, and manage their accounts anytime, anywhere.
• Enhance Security: Understand how our solution ensures secure and compliant payment processing.
• Boost Efficiency: Explore how automation can reduce manual work and improve operational performance.

This webinar is perfect for business owners, finance professionals, and IT specialists looking to optimize their payment workflows and elevate customer satisfaction.

You'll Learn:

1. How to evaluate the health of your current payment processes.
2. The common challenges businesses face with outdated systems.
3. How our solution integrates with major ERP and CRM systems.

Don’t miss this chance to perform a comprehensive health check on your payment processing workflow and discover actionable strategies to improve.

If the start of the year has given any indication, the year of 2025 is shaping up to be unpredictable. Managing your documents has never been so important. Discover how INBOOKS, the innovative solution from InfoDynamics, is helping organizations like yours streamline processes, improve compliance, and minimize risk. This free webinar is your opportunity to learn how automation and intelligent document management can transform your operations.

Learn to

• Eliminate Data Entry: Learn how INBOOKS automates data entry, saving time and reducing errors.
• Ensure Compliance and Consistency: Discover how INBOOKS helps maintain regulatory compliance and consistent processes across your organization.
• Seamless Integration with Sage: See how INBOOKS integrates effortlessly with Sage, enhancing your existing systems.

Interactive Demo: Get a live demonstration of INBOOKS in action, showcasing real-world applications and benefits.

Who is benefited?

• Financial and operational leaders
• Compliance officers
• Risk management professionals
• Anyone looking to improve business processes and reduce vulnerabilities

Key Takeaways:

• Understand the challenges of compliance and risk management in today’s business landscape.
• Explore INBOOKS features such as data entry elimination, compliance enforcement, and Sage integration.
• Gain insights into real customer success stories.

Chris Lupton, CEO, INFODYNAMICS: Since 1989, INFODYNAMICS has been dedicated to innovation in document productivity and advanced workflow. As companies work to get more out of their business solutions, INFODYNAMICS has continually introduced innovative products to help with workflow, security, compliance, and eliminating paper. Service thousands of organizations of all sizes throughout North America and beyond; including McDonalds, Airstream, Bridgestone Golf, and more.

Join BAASS for a Q&A session on how to set up taxable benefit codes in Sage 300 Payroll. Our expert panelist, Anna McNally (Payroll Practice Lead, Sage Consultant, PCP), will answer your questions and address any challenges you might be facing. This 20-minute session is a great opportunity to simplify your payroll setup and ensure compliance.

• Sage 300

As the year ends and the holiday season is in full swing, the last thing you want is for your financial reporting to feel like a maze. While wrapping up 2024 and preparing for a strong start to 2025, many finance teams are overwhelmed by disconnected systems, inconsistent data, and a never-ending cycle of manual adjustments—leaving little time for actual strategic planning.

What if you could start the new year with a fresh and efficient approach to financial reporting? It’s time to give your team the gift of time and clarity. Join us for an exclusive webinar featuring James Tang where you'll learn how Sage Intacct equips you to produce faster, smarter, and more reliable reports. 

What You'll Learn:

• Build intuitive reports tailored to your needs
• The value of real-time data for confident decision-making
• Best practices for ensuring audit-ready accuracy
• Increase audit readiness and confidence in compliance

Make reporting effortless now.

• Sage Intacct

Companies in the professional service sector have complex sales cycles and need to manage client relationships across several departments for seamless operations. Without the right tools, these tasks can lead to lost opportunities, inefficient workflows, and client dissatisfaction. We have a solution for you to ensure this doesn't happen.

Join us to learn how CRM can empower your team, improve client satisfaction, and drive business growth. In this 45-minutes, you will discover how to:

• Optimize sales and forecasting
• Strengthen executive insights
• Enhance sales management
• Empower customer service teams
• Leverage powerful integrations like DocuSign, Google, SharePoint and more!
• Simplify document handling

Be ready for our open floor discussion with Afreen Hasan, our CRM Application Consultant, and Zainab Salihi, VP of CRM.

If your team is overwhelmed with preparing reports for audit, budget constraints, and time-consuming month-end closings, it's time to rethink your approach. 

This webinar is an in-depth look inside Sage Intacct and how it can allow you to spend more time on your mission and unlocking growth. 

What you’ll learn from the webinar: 

• Get instant access to key metrics using customizable dashboards—see it live!  

• Quickly generate accurate, donor-ready financial reports with ease  

• Simplify and accelerate approval processes to keep workflow smooth 

How Sage Intacct Empowers Your Mission: 

• Reduce your month-end close by up to 80% 

• Know where every dollar is spent, ensuring donors and board confidence. 

• With fewer manual tasks, your team can focus on your mission. 
  
  

A wrap up with Q&A with Paraman Srivatsalan, a senior consultant with over two decades of experience, specializing in Sage 300, Sage X3, and Sage Intacct Solutions. He has worked on hundreds of Sage implementations with many businesses, including non-profit organizations, to achieve better efficiency and growth. 

Learn to make a change that enables you to do more?

• Sage Intacct

In today’s highly regulated food industry, ensuring the safety and quality of products is crucial. Join us for an in-depth webinar where we explore how Sage X3 can transform food traceability processes, allowing businesses to meet regulatory standards, improve transparency, and reduce risks.

Whether you're involved in food production, distribution, or compliance, Sage X3’s powerful tools can help ensure the end-to-end traceability of your products.

Key Takeaways:

• Understanding Food Traceability.
• Overview of Sage X3 Capabilities, including real-time data tracking, batch management, and integrated supply chain benefits.
• Live Demonstration of Key Functionalities like traceability, tracking products, and handling recalls.
• Q&A session with Sage X3 experts.
  

Who Should Watch:

• Controllers
• Supply Chain Managers
• Compliance Officers
• Food Safety & Quality Assurance Professionals
• IT Leaders in Food and Beverage
• Business Executives and Decision Makers
  

Speakers:

Denis Boudreau, Sage X3 Practice Leader
Glenn Charlton, Director of Professional Services – Sage X3

• Sage X3

Business today means operating in a competitive landscape where unforeseen challenges are inevitable. To survive and thrive, you need access to data insight in real-time. Discover the strengths and unique features of each tool, learn how they can empower your organization’s data strategy, and find out which one is the best fit for your business. Whether you’re looking to enhance reporting, improve data visibility, or drive better decision-making, this webinar is a must-attend. Finance professionals will gain a deeper understanding of how to leverage these tools to optimize their department’s performance and drive business success.

Nectari Business Intelligence was developed and launched in 2002 in response to customer demand for a superior BI solution. It is their mission to empower businesses with the insights they need using real-time data, to cut through the noise and make better-informed business decisions quickly.

Business today means operating in a competitive landscape where unforeseen challenges are inevitable. To survive and thrive, you need access to data insight in real-time. Discover the strengths and unique features of each tool, learn how they can empower your organization’s data strategy, and find out which one is the best fit for your business. Whether you’re looking to enhance reporting, improve data visibility, or drive better decision-making, this webinar is a must-attend. Finance professionals will gain a deeper understanding of how to leverage these tools to optimize their department’s performance and drive business success.

Zap BI provides analytics and reporting for Intacct without the data headache. Eliminate the complexity of traditional analytics and reporting with simplified data management for the business user. Leverage pre-built data models, dashboards, and financial reports to get immediate insights.

Business today means operating in a competitive landscape where unforeseen challenges are inevitable. To survive and thrive, you need access to data insight in real-time. Discover the strengths and unique features of each tool, learn how they can empower your organization’s data strategy, and find out which one is the best fit for your business. Whether you’re looking to enhance reporting, improve data visibility, or drive better decision-making, this webinar is a must-attend. Finance professionals will gain a deeper understanding of how to leverage these tools to optimize their department’s performance and drive business success.

DataSelf was founded by CEO Joni Girardi and his team with a clear strategy: integrate cutting-edge tools with proprietary components for the optimal blend of economy, ease of deployment, and features. The easily customizable DataSelf Data Warehouse and DataSelf ETL+ are both the best on the market for mid-sized organizations. On top of that, DataSelf solutions include Gartner-recognized platforms such as Microsoft SQL Server, Tableau and Power BI.

Is your business ready to scale and take the next step in financial management?

Join us as we explore the advantages of migrating from Sage 300 to Sage Intacct. Our Vice President of Business Development Chuck Jerome will clear the clouds on why Sage Intacct is the leading choice if you’re looking for robust features, seamless migrations, and long-term value.

Key Takeaways:

• Why cloud migration is key to future-proofing your operations.
• Explore how Sage Intacct’s advanced features surpass Sage 300
• The steps included for a smooth migration process
• Comparison between Sage 300 and Sage Intacct for the best ROI

FY25 is around the corner! It’s time to elevate your system—register below and get ahead of the curve.

More About our Speaker

Chuck Jerome is our Vice President of Business Development for BAASS Business Solutions. He focuses on helping companies reach their potential by enabling digital transformation through the alignment of people, process and technology. He is responsible for the management of strategic sales initiatives, new client acquisition, customer success plans and customer satisfaction through the sales cycle. His goal is to empower customers by helping them leverage their existing technology investments and define a new systems roadmap to support their growth initiatives.

Chuck is also engaged in his community by volunteering his time to help people who are struggling with debt. He helps to deliver courses to educate people on better ways to manage their money and deal with debt. From his years of experience, he has developed a deep appreciation of the constrains that NFP experience in their efforts to deliver quality programs.

• Sage Intacct

In today’s data-driven world, aligning business intelligence (BI) with budgeting processes is essential for making informed financial decisions and staying ahead of the competition. Join us for an in-depth webinar where we explore how BI tools can transform traditional budgeting methods, enabling more accurate forecasting, real-time data analysis, and strategic planning.

This session covers:

• What is BI and Budgeting
• The role of real-time data in optimizing financial forecasts
• What to look for in a BI and Budgeting solution
• Services BAASS BI can provide and support

Whether you're a finance professional, a business analyst, or an executive, this webinar will provide actionable insights to enhance your organization's financial management and decision-making capabilities.

Many organizations are looking for ways to streamline their purchase process by reducing paper based documentation and adding online approvals or automation of accounting transactions in the purchase, payables payments cycle to save time and money. Attaching Notes or Documents to fields in Sage 300 allows organizations to ensure compliance with company policies, meet regulatory requirements such as ISO9000 or Sarbanes Oxley, embed training procedures or store specialized information about Vendors to name just a few. This session will show you how easy and cost effective it can be to integrate the entire purchase, payables, payments process in Sage 300 to make it a true business management system. Join Robert Lavery in this webinar as he demonstrates how you can streamline your procure-to-pay cycle. Robert has extensive experience in the software consulting industry having worked for a large international software company and 2 international management consulting organizations over the past 35 years. He has particular expertise in helping businesses learn how to adapt and integrate technology to improve business processes and decision making. His organization has been the North American Distributor over 20 years for 6 Sage Development Partners all of whom have won numerous awards from Sage for product and sales excellence.

A Q&A session on how to set up payroll vacations in Sage 300 Payroll. Our expert panelist, Anna McNally (Payroll Practice Lead, Sage Consultant, PCP), answers your questions and addresses any challenges you might be facing. This 20-minute session is a great opportunity to gain clarity and ensure your garnishment processes are running smoothly.

Organizations today are looking for ways to streamline the capture of critical data contained in Timesheets and Expense Reports. Norming Resource Manager creates an Employee Portal to streamline entries and approvals of Expenses, Timesheets, Purchases and Projects. Update project costs and payroll statistics from anywhere to improve employee productivity and reduce administrative tasks. Whether you want an on-premise solution you host or one that is hosted for you, this session will outline your options for improving your productivity in this area of your business.

Topics:

~ The Employee Portal
~Expense Management
~Time Management
~Resource Manager Functions & Report
~Manager Control

A session discussing challenges you're facing

Learn how to setup employee garnishments for your Canadian Payroll in Sage 300. We will go over 4 scenarios and walk you through each step to ensure compliance and accuracy when handling garnishments in Canada. Whether you're a payroll professional, HR specialist, or a small-to-medium business owner, this tutorial is designed to make the process straightforward and stress free.

This is a 3 part series with the other parts (How to setup Taxable Benefits, How to setup Vacation Accruals) coming later this year.

Let us know what other videos you would like to see and be sure to message us at baass.com/contactus for any business inquiries.

For more information or to book training, submit your inquiries through BAASS Payroll's web form: https://www.baass.com/payroll

Take control of your cash flow! Watch the "Cash Management with Yooz and Martus" recording.
In this informative session, you'll learn:

• The power of Yooz for efficient accounts payable automation.
• How Martus Solutions can enhance your cash flow visibility.
• Strategies for improved financial control and decision-making.

For calendar year 2023 and after, it is mandatory to indicate whether the employee or any of their family members were eligible, on December 31 of that year, to access any dental care insurance, or coverage of dental services of any kind, that you offered.

For thirty-five years, BAASS Business Solutions has been providing innovative solutions to help companies adapt and reach their potential. We want to extend this exclusive invitation to learn about your options. Join Chuck Jerome to discover how you can leverage your next business solution to achieve your strategic business objectives.

Are you already utilizing Sage Intelligence (SI) for Sage 300 but looking for a more advanced reporting experience? Do you feel that your current SI reporting falls short of delivering the crucial insights your business demands? Discover Sage Enterprise Intelligence (SEI), a comprehensive business intelligence and data management solution designed to propel your reporting capabilities to new heights. With SEI, you can make faster, more informed business decisions, enabling your organization to thrive.

Discover how SEI can revolutionize your analysis and reporting processes, providing a dependable and adaptable solution that will grow alongside your business.

In this important webinar where we will delve into the following key topics:

1) Overcoming Common Challenges: Uncover the obstacles frequently faced by SI users and how SEI addresses these issues head-on.
2) The SEI Advantage: Explore why SEI stands out as the superior choice for enhancing your current reporting processes and how it outshines SI in empowering your analytics journey.
3) Top 5 Reasons to Transition to SEI: Gain insights into the compelling reasons why migrating to SEI is the logical step forward to supercharge your reporting capabilities.
4) Live Demo Showcase: Witness firsthand the incredible benefits of SEI through a live demonstration, illustrating its remarkable features and functionality.
5) Seamless Transition and Adoption: Learn how straightforward it is to transition using the SI to SEI Conversion Tool, and discover the ease of adopting this powerful solution within your organization. 

There are plenty of reasons why businesses are choosing the Cloud over traditional data servers. Just like any other new technology, cloud migration comes with a few risks and drawbacks. However, the benefits far outweigh these limitations. Sage 300 Cloud Hosting with BAASS offers your business the complete functionality of the application from any computer, at any location.

Join Jamie Smith as he addresses common questions when customers transition to the Cloud.

When most people think about an organization’s mission, they rarely think of back-office tasks like Accounts Payable. But optimizing those processes and eliminating tedious, low-value work empowers all employees to create the greatest impact possible. It’s one reason 85% of CFOs believe digitization is vital to the success of their organization.

You will learn from Patti Hait, Director of Finance at BGC Okanagan, about the ways AP Automation has improved their operations and allowed them to contribute to the organization’s greater purpose.

You’ll learn how to:

1) Reduce time-consuming data entry by 80%
2)Cut invoice processing costs by more than 75%
3) Eliminate tedious, low-value work

We’ll also provide a comprehensive guide on how automating accounts payable saves time, increases efficiency, and frees up employees to tackle bigger, more impactful projects.

A Cyber Attack can Shut Down your Business - Be Proactive with your Cybersecurity!

Listen to co-hosts Jamie Smith and Kevin Vincent present on cybersecurity and what the Canadian government has recommended to Canadian businesses. For anyone wanting to learn about how to achieve military-grade cyber security on a budget without disrupting any of your IT infrastructure, learn about the government approved self-auditing tool CyberCatch.

Speakers:

Jamie Smith President,
Lanetco Computer Networks Inc.

Jamie is the president of Lanetco and has been with the BAASS Group for over 20 years. He is responsible for the infrastructure, managed services and hosted services, such as BAASS Cloud, provided by BAASS.

Kevin Vincent

Canadian Manager of Business Development for CyberCatch

With a professional career that spans more than four decades, Kevin brings a real-world, down-to-earth, relatable approach to a highly complex topic, riveted in trust and relationship-building. As CyberCatch’s Canadian Manager of Business Development, Kevin has helped small businesses and public institutions across the country discover and adopt CAN CIOSC 104, the world’s most advanced, up-to-date cyber security framework designed for today’s ever-changing digital landscape.

There are plenty of reasons businesses are choosing the cloud over traditional ways of computing and data storage. Just like any other new technology, cloud migration comes with a few risks and drawbacks. However, the benefits far outweigh these limitations. Sage 300 Cloud Hosting with BAASS offers your business the complete functionality of the application from any computer, at any location - and even from home, while travelling, or at the office.

Discussion Topics

Lowered capital and operating expenditures:
- How moving to the cloud helps you reduce your operating costs in the long run

Improved data security:
- Learn how cloud technology updates frequently and newer than older data centers, cloud hosting companies can keep up with the latest cybersecurity threats, while off-site servers are more at risk.

Increased agility:
- Moving to the cloud makes scaling up and down a lot easier. You no longer have to plan capacity for the next five years.

Improved availability and reliability:
- Moving data to the cloud reduces downtime and data loss. Most cloud providers have service level agreements that guarantee 99%+ uptime.

Main Presenter
Jamie Smith:
Jamie is the president of Lanetco and has been with the BAASS Group for over 20 years. He is responsible for the infrastructure, managed services and hosted services, such as BAASS Cloud, provided by BAASS.

Non-for-profit organizations are being distracted from their missions by external pressures like economic instability, competition for funding, increased demands for services, and more government regulations. These risks along with challenging internal processes and technology impose barriers to organizations. As nonprofits grow in size and complexity, their requirement for specialized functionality becomes ever more apparent. Listen to our panelists discuss how NFP organizations can overcome the top frustrations nonprofit financial leaders are facing.

Join BAASS and AP automation experts from Yooz as we breakdown what it means to have a digitally transformed Accounts Payable (AP) process for NFP organizations. Learn how optimized and automated AP workflows allow you to create the most agile workflow to keep continuity of service for your organization’s needs. 

From this webinar you will be able to: 
1) Find solutions to your daily challenges including paper heavy processes, error prone manual data entry, and difficult approval processes.  
2) Overcome obstacles to working remote especially for multi-entity or multi-location organizations. 
3) Discover ways to dispel concerns & obtain stakeholder buy in. 
4) Learn key tools and insights to make your digital transformation a success no matter the size of your organization, financial knowledge of your approvers or how complicated your invoice approval process may be. 

Speakers:

Jonathon Barnett Account Executive with Yooz For the last two years Jonathon has helped numerous businesses streamline and automate their entire AP process dramatically by lowering their invoice processing times and creating a customized and easy-to-use invoice and payment workflow. 

Barry Yantha Executive Account Manager at BAASS Business Solutions Analyzes business needs through the sale of financial accounting and business management software. With an understanding of continuous improvement processes, Barry helps companies increase revenue, reduce costs, and mitigate risks.

One of the most pressing issues facing seniors/retirement living is Canada’s aging population. While more Canadians wait for space, the demand to deliver more intricate care and services is increasing. Learn as our industry experts discuss the challenges of operating and managing their organizations. More than ever, management needs to be able to see operations at a glace while they carefully monitor finances.

During this webinar, our panel will focus on three key topics:

1. The need in having a 360 view of tenant related information: With the integration of applications, key information from different segments is coalesced into one central repository. Staff can share and track communication on tenants’ needs for faster informed decisions and service delivery.

2. Data protection is becoming a key concern as homes increase their dependence on technology: Regulations require homes to use reasonable security measures to protect resident information. Organizations can reduce their vulnerability by securing tenant information. Senior management can base data access on roles and responsibilities, so staff only sees what is pertinent to them.

3. How integrating finance and operation with one front-end application can bridge the gap: Administration can eliminate manual billing and processes, so they have time to complete value adding work. The improved efficiency helps homes to stabilize their costs.

Our Panel:

David Beard, CRM Principal at Sage, managing Sage CRM product success globally. Skills in analyzing business strengths & weaknesses, developing marketing strategies to deliver, & managing innovation & change along the way.

Dennis Donovan, CEO of 167 Finance and Systems Consulting. Dennis has over 15 years of experience including the former director of finance at Belmont House.

Zainab Salihi, VP, CRM Practice from BAASS Business Solutions Inc. With over 25 years of experience, Zainab has built a distinguished reputation of being an elite solution architect in the realm of CRM.

Today, security is non-negotiable.Discover crucial insights with James Leutri, VP of Professional Services at Lanetco Computer Networkd. With a proven track record in mitigating risks, James specializes in people, processes, and cybersecurity. Watch him for a presentation that covers everything from securing your devices and online identity to safeguarding your business, family, and home. Learn how to protect against cyber threats, enhance your security awareness, and stay resilient in the face of evolving risks.

Explore the future of business with BAASS! Watch our YouTube session featuring Jennifer Holman, a seasoned expert in Microsoft Dynamics Business Central. Delve into powerful features enhancing productivity, from seamless purchasing to streamlined sales. Discover the versatility of Business Central, covering project management, reports, and supply chain. With 4,500+ satisfied clients, BAASS is your trusted partner for success. We're not just about software; we're about building relationships. Watch the seamless integration of Business Central with real-time dashboards, KPIs, and automated tasks. Empower your team, align processes, and stay ahead in the competitive landscape.

Watch our session to explore cutting-edge sales intelligence tools seamlessly integrated with Sage CRM. Elevate your targeting precision, from industry insights to personalized connections. Dive into the world of smart selling with deep data on companies and individuals. Learn how BAASS optimizes your outreach strategy, ensuring you hit the mark every time. Our live demo showcases the power of Inside View for comprehensive market insights.

Give power to your Accounts Payable team with Sage AP Automation! Learn how to streamline your workflows, reduce manual data entry, and enhance efficiency in the face of remote work challenges. Discover the hidden costs associated with manual AP and explore proven strategies to mitigate risks, from fraud prevention to expense abuse. Our expert insights will guide you through the benefits of AP automation, showcasing real-world examples and success stories. Don't miss out on the opportunity to elevate your AP capabilities.

Watch us for an exclusive presentation by BAASS Business Solutions, where our expert speakers, including a Customer Account Manager and Sales Executive, shed light on the transformative impact of COVID-19 on state tax revenues. Discover key insights into sales tax changes, technology's role in the evolving landscape, and the challenges faced by businesses in the B2B and B2C e-commerce avenues. Explore strategies for navigating economic nexus laws, understanding taxability rules, and leveraging automation for compliance. Learn how states are adapting to bridge deficits exceeding $500 billion and gain valuable insights into global tax considerations. Stay ahead in the ever-changing tax environment with BAASS and ensure your business is prepared for the future. 

Welcome to BAASS Connect Virtual! Dive into the world of Sage 300 Payroll and EFT solutions for a seamless and efficient payroll. Whether you're looking for a robust payroll solution or optimizing existing processes, this session is tailored for you. Uncover the power of Sage 300's comprehensive and customizable tools, designed for both new and experienced payroll practitioners. From data entry shortcuts to helpful guidelines, we've got you covered. We guide you through the process flow, demonstrating payroll setup, EFT functionality, and more.

Elevate your business with Sage Intelligence today!

Connect seamlessly to your Sage ERP and accounting systems, create customized reports, and enhance financial insights effortlessly. Our Excel-based reporting tool is a game-changer, offering in-depth financial analysis and report customization. No more manual report-sharing hassles! Introducing our automated distribution and scheduling features. Set a time, and watch your reports get emailed, saved locally, or uploaded to an FTP site automatically. Perfect for frequent reporting needs! Whether you're a commercial or retail manager, our distribution feature tailors reports for your specific needs.

Access the power of Sage 300 to transform your business analytics. BAASS Business Solutions brings you a smooth data analysis experience. Our experts have seamlessly integrated Sage 300, offering dynamic and customizable reports tailored to your unique needs. Dive deep into sales history, product performance, and financial insights with intuitive features. Navigate effortlessly through our universal data model, connecting all your data sources for a comprehensive view. From sales to projects, finance, and beyond, Sage 300 ensures seamless integration. Take control of your business with a click! Explore diverse visualization options, from bar graphs to pie charts, and build dynamic dashboards for a 360-degree view. Embrace efficiency with real-time sharing, collaboration, and scheduling.

Watch BAASS Business Solution and commercebuild as we optimize your online sales journey. In this presentation, we'll delve into the vital role of e-commerce for businesses, both big and small, and why it's more than just a transaction—it's an experience. As traditional sales methods face limitations, commercebuild emerges as the solution to propel your business forward. Explore how our platform seamlessly integrates with Sage 300, providing an Amazon-like experience for your customers. From easy order processing to real-time inventory visibility, we empower businesses to thrive in the evolving digital landscape.

Explore the power of BAASS Time for seamless payroll management. Our robust solution automates tedious tasks, liberating your team from manual data entry hassles. In today's fast-paced business landscape, every second counts. Watch our webinar to learn how BAASS Time optimizes payroll calculations. We understand the unique challenges faced by businesses, and our tailored approach ensures precision. Our solution adapts to various payroll frequencies, integrates with Sage Payroll, and offers dynamic rule configurations. From overtime to statutory holiday pay, BAASS Time streamlines it all.

Need help with overdue invoices and lengthy collection processes? Discover BAASS Sage Collect - a tool presented by Zainab Salihi, BAASS CRM Practice Lead. Learn how small businesses can transform their collection efficiency. With real-time data from Sage 300, this tool integrates seamlessly with CRM, reducing collection time from 5 days to 2 hours! Experience the power of workflow automation, from generating statements to tracking promises and payments. Uncover insights on outstanding invoices instantly, ensuring better communication and collaboration across your team. Whether you're using CRM or considering its implementation, BAASS Sage Collect is your go-to solution.

Experience seamless business management with BAASS Business Solutions! In this video, explore how we streamline operations by bridging the gap between ERP and CRM. Dive into features like the 'Unpaid Invoices' tab, saving you clicks and providing real-time insights into outstanding payments. Witness the efficiency of detailed invoice tracking, communication recording, and workflow automation. Our CRM solutions enhance collaboration, visibility, and goal-oriented processes. Whether you're aiming to improve communication, collaboration, or reduce reliance on spreadsheets, BAASS guides you through a strategic execution plan tailored to your unique business needs.

Tune in to our webinar recording with Zainab, CRM Practice Lead, as we explore innovative ways to leverage your existing CRM system. Amid challenges, innovative companies utilize CRM to drive sales, pursue opportunities, and ensure employee productivity. Learn how to revisit your sales pipeline, automate lead management, and streamline workflows for remote teams. Explore data cleansing strategies to maintain a robust CRM database.

Learn the key strategies to safeguard your company from Accounts Payable fraud and abuse! In today's webinar presented by BAASS Business Solutions, the official Sage AP automation provider in North America, you'll gain insights into the challenges of fraud, waste, and abuse in AP processes. Learn how to combat phishing scams, duplicate payments, and expense abuse with our Sage ERP integrated solutions. Explore real-life fraud examples, understand the importance of approval workflows, and enhance your company's tools to confidently combat AP fraud.

Watch our presentation in partnership with TrueSky as we delve into the essentials of budgeting, planning, and performance management. Addressing the why and how of budgeting, we explore the critical role it plays in financial predictability, compliance, and driving business growth. Navigate the challenges of budget cycles and discover valuable insights on involving your team effectively. Learn the significance of driver-based budgeting and external data in shaping your enterprise budget. We provide actionable tips on overcoming common people, data, and process issues during the budgeting process. Elevate your organization's approach to budgeting with our comprehensive solutions.

Transform your workspace with Microsoft Teams at BAASS Business Solutions! Elevate collaboration, communication, and file sharing. Work from anywhere with this rapid and efficient solution. Chat, video conference, and access files seamlessly. Microsoft Teams simplifies the transition to remote work, offering immediate usability. Whether restructuring departments or enhancing communication, our IT experts guide you through the deployment process. Explore the cost-effective Microsoft 365 licensing, including Teams, for a comprehensive solution. Secure your data with advanced threat protection.

Experience the future of maintenance management with BAASS CMMS! In this demo, explore our cloud-based solution designed for seamless asset and maintenance control. From work requests to preventive tasks, see how supervisors, technicians, and requesters collaborate effortlessly. With user-friendly interfaces and real-time updates, BAASS CMMS ensures efficient operations. The system adapts to your unique structure, whether managing facilities, machinery, or diverse assets. Dive into the new analytics module, providing insightful charts and data-driven decisions. Plus, our solution integrates smoothly with ERP systems like Sage, maximizing your business potential. Elevate productivity, reduce downtime, and gain control over your maintenance processes. Experience BAASS CMMS today for a smarter, more streamlined maintenance future!

Watch an exclusive session on our cutting-edge Human Capital Management (HCM) solution. Explore real-life scenarios, experience live software demonstrations, and gain insights into the future of HR. Unleash the power of a unified database, elevate HR administrative roles, and transform your workforce management. Discover the ease of employee onboarding, performance reviews, and more. Don't miss out on the opportunity to streamline your HR processes with BAASS.

Nicholas Rick from InfoPOS shares insights on the importance of omni-channel in the evolving retail landscape. Learn how their integrated point-of-sale and Sage solutions enhance customer experiences, streamline processes, and boost efficiency. Uncover the impact of omni-channel on customer loyalty, featuring statistics that emphasize its significance.

Are you running your business on a BAASS-powered software solution? Unlock its full potential with BAASS Customer Care Membership (CCM)! Our plans offer unlimited support, troubleshooting, and maintenance, reducing response time to one hour or less. Enjoy exclusive benefits, including decreased rates, professional reviews, updates, remote training sessions, and more. BAASS stands out as a reliable business partner, providing unparalleled support, expertise, and responsiveness.