Intellitec Solutions

Protect Your Business and Power Growth with Microsoft Solutions
2025-10-08 11:30 - 14:00 (America/New_York) | University and Whist Club, 805 North Broom Street, Wilmington, DE, 19806, United States
Protect Your Business and Power Growth with Microsoft Solutions
Join Intellitec Solutions and TechSolutions in coordination with The International Association of Microsoft Channel Partners – IAMCP Philadelphia Chapter for an expert panel on preparing your business for modern cyber threats. This Lunch and Learn is designed for business leaders looking to modernize, secure, and streamline in 2025 and beyond.
Our featured speakers for the event:

Rick Sommer – President, Intellitec Solutions
Caryn Rosica – Sr. Account Manager, Intellitec Solutions
Rich Kenney – Vice President, TechSolutions Inc.
Mike Elkins – Chief Human & Information Security Officer, Humanis Technologies

Join us for a great panel session, free lunch, and networking to start Cybersecurity Awareness Month.
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2025 Kairos Education Conference and Exhibit
2025-09-25 | Spooky Nook, 75 Champ Blvd, Manheim, PA, 17545, United States
Intellitec Solutions will sponsor this immersive and thought-provoking experience.
Visit us at and talk to us about how we have integrated clinical and accounting systems for the industry.

Intellitec Insights Summit
2025-09-24 13:00 - 15:00 | Online
Intellitec Insights Summit

Business technology is always evolving, and keeping up with the latest tools and trends can be a challenge. Created specifically for our Microsoft GP & SL clients, Intellitec Insights Summit is your opportunity to get your finger on the pulse of what’s happening across the Microsoft ERP ecosystem and beyond, all in one focused virtual event.
You’ll gain insight curated to help you make informed decisions about your ERP future:

Explore the full Microsoft ecosystem & options available
See how supporting technologies add value
Learn what matters when evaluating ERP systems
Review your options for the future
Discover practical ways to modernize today

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LeadingAge Southeast Annual Convention & Exposition
2025-07-21 - 2025-07-23 | Gaylord Palms Resort & Convention Center, 6000 W Osceola Pkwy, Kissimmee, FL, 34746
Intellitec Solutions is excited to sponsor the LeadingAge Southeast Annual Conference & EXPO. Be sure to visit us at Booth 625 to discover how our integrated GL and AP solutions deliver timely, accurate census and cash insights that empower smarter financial decisions.

LeadingAge PA Annual Conference 2025
2025-06-11 - 2025-06-13 | Hershey Lodge, 325 University Dr, Hershey, PA, 17033
Intellitec Solutions will once again be a sponsor of the LeadingAge PA Annual Conference & EXPO . If you are attending, please visit us at Booth 118 and learn how our integrated GL & AP solutions help our clients make informed decisions with accurate and up to date census and cash.

LeadingAge Virginia Annual Conference + EXPO
2025-06-03 - 2025-06-05 | Waterside Marriott, 235 E Main St, Norfolk, VA, 23510
Intellitec Solutions is proud to sponsor the LeadingAge Virginia Annual Conference & EXPO. If you’ll be attending, stop by Booth 615 to see how our integrated General Ledger and Accounts Payable solutions provide accurate, real-time census and cash data to support better financial decisions.

PointClickCare SUMMIT 2025
2025-03-31 - 2025-04-02 | Aria Resort, 3730 S Las Vegas Blvd, Las Vegas, NV, 89158, United States
PointClickCare SUMMIT 2025
Intellitec Solutions will once again be a sponsor of the PointClickCare SUMMIT event. If you are attending, please visit us and learn how our integrated GL/AP solutions help PCC clients make informed decisions with accurate and up to date census and cash.

Solver Showcase: Explore the New Features in Solver
2025-03-27 13:00 - 14:00 | Online
Solver Showcase: Explore the New Features in Solver

It’s that time again – time to check out the new and enhanced features in Solver! To keep it simple, we’re hosting a webinar so you can get an in-depth look at these updates and see how they can benefit your business.
What We’ll Cover:

Intro to Copilot Help: Get answers to your process & product questions quickly – and share your feedback.
Data Warehouse Improvements: Better data management and storage.
Business Central Drill Back Feature: Gain deeper sales and purchasing insights.
More Updates focused on making it Easier to Use: Updated Portal Toolbar, Simplified access with Solver Academy single sign-on, and Licensing changes with new Contributor Role
Solver Conference in August: We’ll share updates on this event so you can decide whether to meet us there!

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Dynamics GP Year End 2024
2024-12-12 11:00 - 12:00 | Online
Dynamics GP Year End 2024
Please join us for the 2024 Year End Webinar along with new features from the October 2024 release of GP and the Lifecycle for Microsoft Dynamics GP.
We will answer your general questions, and highlight steps to follow for year-end processes and the year-end close. We will also discuss:
– 2024 Year End Updates & changes
– Preparing for the Close
– What’s new in GP
– Q & A
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Preparing for 2025: Your Year-End Business Central Guide
2024-12-05 05:00 - 06:00 | Online
Beyond Boundaries: Exploring Business Central’s Fall 2024 Release

As the year draws to a close, we invite you to join us for our year-end Business Central Webinar. This event is designed to help you wrap up the year smoothly and set the stage for success in the coming year.
We will cover the following essential topics to ensure you are fully prepared for the year-end processes and the new year ahead:

Year-End Financial Close: Best practices to efficiently close out your financials
Key Features and Updates: Overview of new enhancements in Business Central
Preparing for the New Year: Strategies to set up your Business Central environment for success in the upcoming year
1099 information: Streamlined guide on setting up, preparing, and submitting 1099 forms to the IRS.

Register now to secure your spot and start the new year with confidence!
We look forward to seeing you there!
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Sage Intacct Quarterly Release Overview - R4 2024
2024-11-13 03:00 - 04:15 | Online
Webinar – Sage Intacct Quarterly Release Overview
Join us as we review the new features in the November 2024 quarterly update to Sage Intacct. We will show you new features and user interface updates, and discuss key items you should be aware of. Attend this session to stay ahead of the curve and harness the full potential of the latest quarterly release updates.
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Beyond Boundaries: Exploring Business Central's Fall 2024 Release
2024-10-30 21:00 - 22:00 | Online
Beyond Boundaries: Exploring Business Central’s Fall 2024 Release

Join us for our upcoming webinar, where we’ll dive into the exciting features and enhancements of the Fall 2024 New Release of Business Central. This is a fantastic opportunity for you to gain valuable insights and learn how these updates can benefit your business.
The topics we will focus on are the following:

Subscription billing
Additional options for easier data entry and document uploads
Additional copilot features
Additional reporting options such as new columns, fixed asset ad-hoc analysis, and added fields to analysis views
Excel reporting options
Allocations

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LeadingAge Annual Meeting & Expo 2024
2024-10-27 - 2024-10-30 | Music City Center, 201 Rep. John Lewis Way S, Nashville, TN, 37203, United States
Intellitec Solutions will once again be a sponsor of the LeadingAge Annual Meeting & Expo.
Visit us at Booth #2008 and talk to us about how we have integrated clinical and accounting systems for the industry

2024 LeadingAge PA Fall Finance Conference
2024-10-15 - 2024-10-16 | Spooky Nook, 75 Champ Blvd, Manheim, PA, 17545, United States
Intellitec Solutions will once again be a sponsor of the LeadingAge PA Fall Finance Conference.
Visit us at and talk to us about how we have integrated clinical and accounting systems for the industry.

Nonprofit, Legal, Finance and Grants Conference
2024-10-01 - 2024-10-02 | Hyatt Regency Crystal City, 2799 Richmond Hwy, Arlington, VA, 22202, United States
Intellitec will sponsor this expert-led, two-day intensive training event will taking place on October 1-2nd, 2024 at the Hyatt Regency Crystal City in Arlington, VA. The fourth annual combined conference will feature general sessions as well as three defined tracks covering Nonprofit Legal Issues, Finance and Tax Guidance, and Federal Grants Compliance.
Intelitec’s Jim Norton will be a presenter

Skyrocket your Efficiency in Business Central: A Journey to Office Productivity
2024-09-25 21:00 - 22:00 | Online
Skyrocket your Efficiency in Business Central: A Journey to Office Productivity

Unlock the full potential of your Business Central data with our upcoming webinar, “Skyrocket your Efficiency: A Journey to Office Productivity”. Discover how to seamlessly integrate Business Central with Office tools like Outlook, Teams and CRM to streamline your workflows. We’ll dive into practical strategies for leveraging Copilot to optimize data management. Don’t miss out on the opportunity to transform the way you use data across your organization. Register now to secure your spot!
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2024 Kairos Education Conference and Exhibit
2024-09-19 | Spooky Nook, 75 Champ Blvd, Manheim, PA, 17545, United States

Sage Intacct Quarterly Release Overview - R3 2024
2024-08-13 19:00 - 20:15 | Online
Webinar – Sage Intacct Quarterly Release Overview
Join us as we review the new features in the August 2024 quarterly update to Sage Intacct. We will show you new features and user interface updates, and discuss key items you should be aware of. Attend this session to stay ahead of the curve and harness the full potential of the latest quarterly release updates.
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Unleash Your Financial Potential: A Guide to Solver
2024-07-17 21:00 - 22:00 | Online
Unleash Your Financial Potential: A Guide to Solver
Join us for an informative webinar on July 17th at 1 P.M EST, where we will explore the powerful capabilities of Solver. The session will begin with an introduction to Solver, highlight its fundamental purpose and how it can be leveraged to solve more complex reporting and improve decision-making. We’ll dive into key features and functionalities of Solver, providing practical insights and best practices for effective Solver Reporting.
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Streamline Your AP Process for Senior Living with Invoice Automation
2024-07-09 21:00 - 22:00 | Online
Streamline Your AP Process for Senior Living with Invoice Automation
Providing high-quality service when resources are in flux is always a primary concern for senior living finance professional. Join us as we explore how Paymerang’s Payment Automation and Invoice Automation can eliminate manual, time-consuming accounting processes and focus on supporting new initiatives. You will learn how Paymerang’s solutions have allowed senior living communities across the country to save hundreds of hours annually, enhance visibility, increase accuracy, and improve efficiency while reducing paper, fraud risks, and operating costs.
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Unlock the Full Potential of Microsoft Business Central with BC Toolbox
2024-06-27 21:00 - 22:00 | Online
Unlock the Full Potential of Microsoft Business Central with BC Toolbox
Join us and learn how to streamline and enhance your Business Central experience. Learn about BC Toolbox, a seamless integration of applications and additional features to enhance your Business Central environment. Discover how these tools can be tailored to fit your exact business processes and workflows.
During the webinar we will cover:

Financial Dashboard – 34 KPIs/Metrics on AR, AP, Inventory, Sales, and Cash
History and Statistics – 30 KPIs/Metrics on Item, Vendor, and Customer Performance
Invoice and Statement Delivery – Automatically send emails for Invoices, Statements, Payment Reminders, and more
Advanced Notifications – Pop Up Notes, Email Notification Automations and Ad Hoc User Tagged Notifications
Advanced Prepayments – The #1 Way to Manage Prepayments in Business Central

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Hidden Gems in Sage Intacct: Part III
2024-06-26 19:00 - 20:00 | Online
Webinar – Hidden Gems in Sage Intacct: Explore Top Features You May Be Overlooking – Part III
Are you truly maximizing the potential of Sage Intacct? Continue your journey with Part 3 of our webinar series as we equip you with the knowledge and tools you need to harness the untapped potential of Sage Intacct.
Full Agenda Coming Soon!
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Making the Shift: Navigating a Dynamics GP/SL Migration
2024-06-13 21:00 - 22:00 | Online
Making the Shift: Navigating a Dynamics GP/SL Migration
Join us as we discuss:

Top 5 reasons to switch to the cloud

Ease of use
Integration with Office
Customizable and comprehensive Reporting
Automatic upgrades
Work anytime anywhere

Guidance on planning and executing a move to cloud based accounting

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Hidden Gems in Sage Intacct: Part II
2024-06-12 03:00 - 04:00 | Online
Webinar – Hidden Gems in Sage Intacct: Explore Top Features You May Be Overlooking – Part II
Are you truly maximizing the potential of Sage Intacct? Continue your journey with Part 2 of our webinar series as we equip you with the knowledge and tools you need to harness the untapped potential of Sage Intacct.
Full Agenda Coming Soon!
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Hidden Gems in Sage Intacct: Part I
2024-05-29 03:00 - 04:00 | Online
Webinar – Hidden Gems in Sage Intacct: Explore Top Features You May Be Overlooking – Part I
Are you truly maximizing the potential of Sage Intacct? Join us for Part 1 of our webinar series as we uncover the hidden gems within Sage Intacct that existing clients may be overlooking.
Full Agenda Coming Soon!
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Reclaim 80% of Your Time with AP Automation
2024-05-21 05:00 - 06:00 | Online
Webinar – Reclaim 80% of Your Time with AP Automation
Are you ready to transform your Accounts Payable processes and reclaim valuable time for your senior living organization? Join us to explore the power of Paymerang’s seamless integration with Sage Intacct and the undeniable time savings AP automation provides.
In just one hour, learn how to leverage AP automation to streamline workflows, enhance accuracy, and significantly reduce manual tasks. Key topics include:
• Introduction to AP Automation and its Impact
• Best Practices for Implementing Automation in Senior Living Finance
• Real-world Success Stories from Leading Organizations
• Live Q&A Session with Industry Experts
This webinar is designed to provide senior living finance professionals with actionable insights and strategies to optimize their AP processes and achieve unprecedented efficiency gains.
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Sage Intacct Quarterly Release Overview - Q2 2024
2024-05-15 03:00 - 04:00 | Online
Webinar – Sage Intacct Quarterly Release Overview
Join us as we review the new features in the May 2024 quarterly update to Sage Intacct. we will show you new features and User Interface updates, and discuss key items you should be aware of. Attend this session to stay ahead of the curve and harness the full potential of the latest quarterly release updates.
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LeadingAge PA Annual Conference
2024-05-07 - 2024-05-08 | Pocono Manor, PA
Intellitec Solutions will once again be a sponsor of the LeadingAge PA Annual Conference & EXPO . If you are attending, please visit us at Booth 280 and learn how our integrated GL & AP solutions help our clients make informed decisions with accurate and up to date census and cash.

Custom Reporting in Sage Intacct: A Deep Dive into the Interactive Custom Report Writer
2024-05-01 19:00 - 20:00 | Online
Webinar – Custom Reporting in Sage Intacct: A Deep Dive into the Interactive Custom Report Writer
Join us as we explore the capabilities of the Interactive Custom Report Writer and learn how to leverage its full potential to drive informed decision-making and streamline your financial processes.
Key Points Covered:

Introduction to Interactive Custom Report Writer (ICRW): Discover how ICRW revolutionizes your reporting capabilities within Sage Intacct, offering unparalleled flexibility and customization.
Learn the differences between the run-only version vs. full version
Design reports with a modern look and feel and flexible design

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Dynamics Business Central 2024 release wave 1
2024-04-30 03:00 - 04:00 | Online
Webinar – Dynamics Business Central 2024 release wave 1
Join us for an insightful webinar as we explore the latest enhancements and features of Business Central’s newest release. Here are the some of the key points we will cover:

New Copilot Bank Reconciliation
Assembly and Archiving of projects
Invoicing for multiple projects
Drag and drop attachments
Assigning customer ship to address

Don’t miss this opportunity to stay ahead and maximize the potential of your Business Central platform. Register now to secure your spot!
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