Intacct Exchange

90 Minds Intacct Steering Committee
July 2 Recap + Agenda for Today's Meeting – August 6, 2025

---

Thanks again to everyone who joined our initial Intacct Steering Committee meeting on July 2. We had a powerful kickoff conversation focused on how we can better support Intacct consultants within the 90 Minds community. Below is a quick recap along with today's meeting agenda.

---

🔹 July 2 Meeting Recap

• We agreed to form a temporary ad hoc committee dedicated to Intacct consultants to build a support structure, encourage collaboration, and elevate feedback to Sage.
• Members highlighted challenges in the first 60–75 days of implementation and the need for more support and visibility around consultant experiences.
• There was strong interest in developing a trusted space where consultants can connect honestly, ask questions, and share resources without concern for external visibility.
• The team began shaping an online community structure and discussed launching an Intacct-specific forum with tagging, subject matter experts, and moderator roles.
• MOTM 2026 planning discussions began, with a shared commitment to preserving its peer-led focus and creating distinct, valuable content for Intacct consultants.

---

🔹 Meeting Agenda – Wednesday, August 6, 2025

Time: 11:00 AM PT
Location: Zoom (link shared via calendar invite)

Discussion Topics:

1. Welcome + Quick Recap from July 2
2. Membership Updates & Onboarding Progress
   • LBMC onboarding status
   • Intacct-focused membership tiers
3. Community Support Forums in Higher Logic
   • Structure, tagging, and moderation
   • Launch planning
4. Feedback & Advocacy Structure
   • Collecting consultant input
   • Building formal feedback loops with Sage
5. MOTM 2026 Planning
   • Keynote ideas
   • Intacct session development
   • Consultant-led roundtable topics
6. Open Discussion: What's Working / What's Missing?
7. Next Steps + Assignments

---

If there's anything you'd like to add to the agenda, feel free to bring it up during the meeting or share in advance. Looking forward to seeing you today! 

------------------------------
Anne Sawyer
Executive Director
90 Minds Inc.
Sunset Beach CA
------------------------------

Hi all -  Here is the post-meeting report of the August 6, 2025 Intacct Steering Committee Meeting.  Please feel free to add comments or changes as you see fit. Thank you again! 

---

📝 90 Minds Intacct Steering Committee

Post-Meeting Summary
Date: Wednesday, August 6, 2025
Location: Zoom

---

✅ Meeting Overview

The committee met to plan around support structures, onboarding, and content for Sage Intacct consultants within 90 Minds. Key focus areas included implementation support, community organization, and Meeting of the Minds (MOTM) content development. The group confirmed the need for safe, intentional spaces for Intacct consultants and began mapping out speaker and ISV outreach for the upcoming conference.

---

🔹 Key Topics Discussed

Community Notifications & Personnel Updates

• The team reviewed email notification settings and reinforced the importance of active engagement in the new Intacct community spaces.

• Personnel changes were noted, and members were encouraged to keep contact info up to date.

Implementation Committee Development

• Plans are underway to establish a working group focused on the Intacct implementation journey, particularly the first 60–75 days.

• A year-end webinar is being considered to support this initiative.

Community Forum Structure

• The group agreed on launching two new spaces within the Higher Logic platform:

  • Sage Intacct Urgent Support

  • Sage Intacct Consultant Community

• The structure will mirror Sage 100 where helpful, but with flexibility to fit Intacct-specific needs.

• There was consensus on clear naming conventions (e.g., "Ask Sage") and creating a supportive, consultant-focused environment.

Tagging & Content Organization

• A shared document will be launched to define relevant tags for organizing community discussions.

• Anne will create a dedicated Intacct folder in the Content Library.

Sage Collaboration Strategy

• The committee discussed identifying key contacts within Sage to support community collaboration and product discussions.

• Priority contacts include:

  • Rob (CRE/X3)

  • Katie McCluskey (Product Management)

  • John Hendrickson and Kyle Watt for internal navigation

• Outreach to Nancy is also being considered, pending availability.

Meeting of the Minds (MOTM) Planning

• The team is shaping an Intacct-specific track with space for peer-led sessions and strong technical content.

• Speaker candidates include:

  • Aaron Harris (CTO)

  • Lewis Sterio (Development)

  • Mark Miller (Technical Expertise)

• A separate "Road Ahead" session for Sage Intacct was proposed.

• Committee members were asked to suggest ISVs, panelists, and consultant presenters.

Onboarding & Membership Structure

• Anne will continue reaching out to firms directly to onboard consultants and assign user groups accordingly.

---

📌 Action Items & Next Steps

Anne

• Create Intacct folder in Content Library

• Launch "Urgent Support" and "Consultant Community" groups

• Start collaborative tag document

• Connect with Rob, Katie, John, Kyle, and Nancy regarding Sage collaboration

• Reach out to Angela Payne about the Education Committee

• Follow up with Aaron Harris and Lewis Sterio as potential keynotes

• Contact Linda post-meeting to provide updates

• Schedule next committee meeting (after Labor Day)

• Coordinate onboarding with firms using the new flat-fee structure

Stuart

• Engage Martha as a moderator for the urgent support community

Committee Members

• Contribute to tag list document

• Refer other new consultants/Firms on Intacct to Anne 

• Post speaker, ISV, and content recommendations for the Intacct track

• Identify colleagues who may want to join the committee or present content

• Recommend additional Intacct consultants for onboarding and community access

---

📅 Next Meeting

Date: September 10, 2025 @ Noon Pacific 

https://us06web.zoom.us/j/87904240682

------------------------------
Anne Sawyer
Executive Director
90 Minds Inc.
Sunset Beach CA
------------------------------