Great meeting! Thank you for joining today. Here are the notes from our meeting for reference. Feel free to update with any changes or feedback.
Intacct Education Committee - Post-Meeting Summary (Nov 6, 2025)
Quick recap
We kicked off the Intacct Education Committee, aligned on our consultant-first focus, and mapped a session pipeline for MOTM. We also outlined near-term community engagement (seed posts, roundtables), identified prospective ISV sponsors for the Intacct Pavilion, and set our meeting cadence.
Key decisions
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Committee purpose: consultant-led, education-forward space distinct from executive-level SAGE content.
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Session mix target (per day): ~4 SAGE sessions, 2 consultant-led sessions, plus select sponsor sessions.
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Hands-on customization session will be "Mastering Smart Events, Rules, Triggers & Dimensional Relationships" (2-hour lab).
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Roundtable added to Friday closing; questions will be drafted in the community thread.
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Use Higher Logic Ideation for session voting and to capture speaker interest.
In-flight sessions & speakers (working list)
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Reporting (ICRW): Jennifer Patterson to present.
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Customization lab: Lead: Beth Woodall (proposed).
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Tips & Tricks Roundtable: Multi-firm format; prioritize 90 Minds member speakers.
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Additional candidates to be identified beyond RKL/LBMC to ensure balance.
Community engagement (this week)
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Post a thread on the R4 release with seeded questions to spur discussion.
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Create a post for Sage "Future" conference: who's attending + informal meetup interest.
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Start a Roundtable Questions thread for Friday closing session.
Sponsorship & ISV outreach
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Intacct Pavilion (limited slots) to launch with early outreach.
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Initial ISV targets discussed: Workforce Go, Endpoint, QStock, Green Shades (and others for payroll/inventory).
Upcoming dates
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Next working session: Wed, Nov 26, 11:00 a.m. PT (calendar invite to follow).
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Recurring cadence: 3rd Wednesday @ 11:00 a.m. PT (series to be sent).
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MOTM ticketing: Early-bird opens by Thanksgiving (target).
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Session finalization goal: End of November.
Action items
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Misty & Angela - Share takeaways from Sage "Future" conference.
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Angela - Send list of current 90 Minds Intacct members; help surface additional speakers (beyond RKL/LBMC).
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Jennifer Patterson - Prepare ICRW reporting session outline.
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Beth Woodall (proposed) - Lead 2-hr customization lab on smart events/rules/triggers/dimensions.
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Tina - Send Anne the construction-side payroll partners you're using.
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Anne - Connect with Flexo about presenting; begin outreach to Workforce Go, Endpoint, QStock, Green Shades, etc.; send Nov 26 invite and set monthly series; launch Pavilion sponsor outreach.
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Angela or Misty - Post "Who's going to Sage Future?" + organize informal meetup/breakfast for 90 Minds members attending.
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Angela / Committee - Seed R4 release questions in the community.
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Tina & Jennifer - Post an ICRW question thread; Jennifer to reply with insights to spark discussion.
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All committee members -
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Finalize session titles & descriptions by Nov 30.
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Post finalized sessions in the committee space when ready.
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Draft 2–3 Roundtable questions before our next meeting.
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Vote on sessions in the Ideation area of Higher Logic.
What we're building (clarity for the broader group)
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90 Minds audience: consultant-centric, practical education, peer problem-solving, community support.
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Relationship with SAGE: complementary-our programming fills practitioner gaps and extends learning/community between publisher events.
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Anne Sawyer
Executive Director
90 Minds Inc.
Sunset Beach CA
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Original Message:
Sent: 11-06-2025 12:01
From: Anne Sawyer
Subject: Intacct Committee – Kickoff Meeting Agenda
Zoom Link: https://us06web.zoom.us/j/83138299708?pwd=5h7icIdderqskZtj60J9jLBXTbbFyb.1
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Anne Sawyer
Executive Director
90 Minds Inc.
Sunset Beach CA
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